are very useful to keep informed of actions your team are making. They allow you and your team to log important actions - like notes, emails, calls, or meetings - against individual records

Record

An individual entry within a Collection, like a row in a database table, representing one item or entity.

What are Activities?

Activities are occurances that are recorded against your record. Some activities are automatically logged - such as changes to a record, whereas others are logged manually by you - such as notes, or meetings. These are logged against the record on an activity timeline.

Activity Timeline

This creates a clear timeline and history for each record, helping everyone stay informed and accountable.

The default activities are;

Note

A quick-description that summarizes the task for your colleague(s).

A more in-depth description, providing sufficient details for task completion.

Phone Call

The deadline when your task needs to be completed by.

Meeting

The deadline when your task needs to be completed by.

...Custom

Create your own custom activity types - such as 'Inspection', or 'Review'

Activities make it easy for other team members to continue conversations with leads or for keeping the team reminded of meeting notes.

Whilst Tasks are forward looking actions that need to be performed. Activities look backwards - logging any changes, interactions or occurances impacting the record.

Enabling Activities

Open Collection
Collection
A list of records in Kinabase, similar to a table in a spreadsheet or database.
Configuration:
- Select the collection from the sidebar.
- Click the ⋯ (options menu) in the top-right or right-click the collection name and choose Configure.
Activate Activities:
- Navigate to the Activities section in the configuration panel.
- Toggle Enable Activities to turn on this feature for the collection.
Optional:
- Choose which activity types to allow (e.g., 'Call', 'Email', 'Meeting').
- You can even add new activity types - such as 'Inspection', 'Review' or any other description you choose.
- Choose whether to show activities in related records - follow the link for more information.

Enabling activities adds an Activities tab to every record in the collection, where users can view
View
A customised display of Records in a Collection, defined by filters, sorting, grouping, and visible Fields.
and add activity logs.

Adding Activity Types

You can customise which activity types are available for each collection:

Access Activity Type Settings:
- Open the collection configuration and go to the Activities tab.
Add or Enable Activity Types:
- Click Add Type to create a new activity type, or click the ⋯ next to an existing type to enable or disable it.
Save Your Settings
- Confirm any changes to customise the activity options available in that collection.

Tailor activity types to your workflow
Workflow
A defined sequence of stages and actions that a Record passes through, often representing a business process.
(e.g., 'Stock Received' or 'Stock Dispatched') to keep logs relevant.

You can set your activities to show in their related records' activity logs. This means that an activity shows in the activity logs of the related records as well as the current record.

Access Activity Configuration Settings:
- Open the collection configuration and go to the Activities tab.
Show in Related Records:
- Click Add Type to create a new activity type, or click the ⋯ next to an existing type to enable or disable it.
Save Your Settings
- Click 'Update' to confirm any changes to activity visibility.

This is especially useful when handling communications with clients, meaning you have the most recent discussion notes at hand.

Activities are valuable for creating a useful timeline that you can look back on to understand the journey a record has taken. This is great for managerial oversight, traceability and root-cause analysis or auditing purposes.

If you need further assistance, our Help & Support team are here to help.

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