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Collection Sidebar

Keeping your different collections organised

After creating multiple Kinabase collections

, you may want to organise them for easier access and management. This guide will help you understand how to rearrange & group your collections under headings in the sidebar.

Intuitively arrange your collections to make it easier for your team to find what they need quickly.

Please note: This guide assumes you have already created multiple collections. If you haven't, please refer to our Creating Collections guide first.

Rearranging your Collection Sidebar

You must be a System Admin to customise the collection sidebar.

1. Open the Collection Sidebar

  • If it is not already open, click the list icon in the top-left of your Kinabase screen to open the sidebar.
  • In your sidebar you will see Dashboard , Calendar and Colleagues by default, followed by the collections that you've created.

2. Open sidebar customisation

Initially your collections will just be listed one after another in the sidebar: under a generic 'Collections' heading.

  • Hover over this heading and click the pencil icon to open the sidebar customisation.
    or
  • Right-click on the collection name in the sidebar and choose Customise sidebar.

3. Create a group

  • Use the three dots ⋯ to rename a group heading, or click the + Add Group button to create a new group.
  • You can create multiple groups to keep your collections organised, such as 'Sales', 'Engineering', 'Finance', etc.

4. Rearrange your collections

  • Simply click & drag your collections to reorder them within the group, or drag them into a different groups.
  • Use the ⋮⋮ handle next to the group headings to rearrange the groups themselves.

5. Toggle your collections' visibility

Hide a collection

Click the Eye icon to hide a collection from the sidebar, your collection & the eye will have a slash through it. Your collection is now hidden: you & your team won't be able to see this collection.

Show a collection

Click the Eye icon again to show it in the sidebar.

5. Hide a group

  • Use the arrow next to the group heading to collapse or expand the group.
  • This allows you to temporarily hide the group and all its collections, keeping your sidebar tidy.

Best Practices

  1. Use departments for group headings: Grouping collections by department or function (e.g. 'Sales', 'Engineering', 'Finance') can help your team quickly find the collections they need.
  2. Order your collections: You can order the collections how you like, but consider ordering them in the general departmental flow or level of detail (e.g. 'Projects', 'Project Phases', 'Deliverables') to make navigation intuitive.
  3. Hide collections: If your collection is purely for reference, or not currently in use, consider hiding it to keep the sidebar clean.
Keep your team focused

Keeping the collection sidebar organised & clear of clutter helps your team focus on the collections that matter most to them.


Feel free to fine-tune your collection sidebar and regroup them whenever you need. If you feel you could get more from your Kinabase, reach out & we can help you optimise your system.

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