Using Activities

Activities

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.

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

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Adding an Activity

1. Open a Record:

   • Navigate to the collection and select the record you want to update.

2. Select the Activities Tab:

   • Click on the Activities tab in the record details pane.

3. Create a New Activity:

   • Click + Add and choose the type of activity (e.g., note, email, phone call).
   • Enter the details for the activity.
   • (Optional) Set the date by clicking on the calendar icon; it defaults to the current date and time.
   • (Optional) Assign the activity
     Activity

     A log of what's happened. This could be an event or note related to a Record, such as an email, call, or meeting.
     to a user by clicking on the user icon.

4. Save:

   • Click Add to save the activity.

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Editing an Activity

1. Open the Record:

   • Navigate to the record with the activity you want to update.

2. Access the Activities Tab:

   • Click on the Activities tab to view the list.

3. Edit the Activity:

   • Click the ⋯ (options menu) next to the activity you want to change, then select Edit.
   • Update the details as needed.

4. Save Changes:

   • Click Save to confirm your edits.

Both manually and AI created tasks can be edited from the tasks tab.

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AI-Powered Task Creation

Kinabase has an AI feature that suggests turning activities into tasks:

1. Log an Activity:

   • Add a new activity (like a meeting note or email).

2. Use the AI Feature:

   • Click Suggest Tasks below the activity input. The AI will analyse your entry and propose relevant follow-up tasks.

3. Select and Save:

   • Click the + next to each suggestion to add it as a task. You can adjust the task details afterward.

Saving you time

Save time by automating the conversion of discussions and notes into actionable tasks - making sure nothing gets overlooked.

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Enabling and managing activities lets you create a transparent, real-time log of interactions and updates for every record. This helps your team track progress, collaborate effectively, and maintain a comprehensive history of work.

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