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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Reacting to Activities

You can react to activities with emoji to quickly acknowledge updates, show support, or signal agreement without adding extra messages to the timeline.

Supported activity types

Reactions are available on the following activity types:

• Notes
• Emails
• Phone calls
• Meetings

Adding a reaction

1. Hover over an activity in the Activities tab.
2. Click the smiley face icon that appears.
3. Select an emoji from the picker:
   • 👍 Thumbs up
   • ❤️ Heart
   • 🎉 Party popper
   • 👀 Eyes
   • 🙏 Thank you
   • ✅ Check mark

Reactions appear below the activity, showing each emoji and the number of people who used it. Hover over any reaction to see exactly who responded.

Removing a reaction

Click your existing reaction again to remove it.

Notifications

When someone reacts to your activity, you can receive a notification. To adjust this, go to Settings > Account > Notifications and set the priority for Activity Reaction.

Read our Notifications Guide to learn more about managing notification preferences.

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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.