Create Collections

Collections

are the core data containers in Kinabase - like tabs in a spreadsheet - where you store records

Record

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

(rows) and fields

Field

A column in a Collection that stores a specific type of information for each Record, such as text, number, or date.

(columns). If required, please read our guidance to familiarise yourself more with the concept of collections.

Whether you're tracking contracts, projects, or inventory, collections let you organise and manage the information your team needs.

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1. Add a New Collection

1. Click '+ Add Collection'

Look at the bottom-left of your sidebar and select + Add Collection.

2. Describe Your Use Case

Type a brief sentence about what you want to track (e.g., 'I want to manage my client contacts', or 'I need a projects list').

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2. AI-Powered Setup

If you have multiple collections to create, you can Add Collections all at once, with each having its own fields.

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3. Manual Setup

If you prefer more control or already know exactly what you want: manually create your collections.

Remember: You can always edit fields or add more later.

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4. Enable Extra Features

After setting up fields, Kinabase gives you the option to turn on additional features:

• Activities
  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.
  : Log notes, emails, and calls alongside each record.
• Tasks
  Task

  Something that needs to be done. Create and assign tasks to yourself or others, often linked to a specific Record.
  : Attach to-dos or deadlines right to the record.
• Files: Upload documents or images related to the collection (e.g., contracts, receipts).

Switch on what you need. You can revisit these features later in Configure options.

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5. Finish Up

Once you've finalised your fields and chosen any extra features, click 'Done' (or 'Add Collections' if you're making multiple at once).

Your new Collection will appear in the sidebar, ready for the first records.

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That's it! With your first collection set up, you're on your way to organising data that fits your exact workflow.

Remember, you can adjust collections any time - adding fields, changing features, or turning on new functionality as your needs grow.