Record RecordAn individual entry within a Collection, like a row in a database table, representing one item or entity.
Tabs appear at the top of a record's detailed view ViewA customised display of Records in a Collection, defined by filters, sorting, grouping, and visible Fields.
, providing quick access to related information - like Activities ActivityA log of what's happened. This could be an event or note related to a Record, such as an email, call, or meeting.
, Tasks TaskSomething that needs to be done. Create and assign tasks to yourself or others, often linked to a specific Record.
, Files, or linked collections CollectionA list of records in Kinabase, similar to a table in a spreadsheet or database.
.
By customising these tabs, you can streamline your navigation.
Activities:Activities allow you and your team to log important actions - like notes, emails, calls, or meetings - against individual records. The activities log also records changes to records for traceability and auditing purposes.
Tasks:Tasks are actionable to-do items linked to specific records, helping you organise assignments, deadlines, and follow-ups.
Files:Save your files and documents against their related records & information, so you have all your information to hand. (Requires a Sharepoint configuration)
Linked Collections:Any linked collections that you have established will appear in your record tabs - meaning you can quickly navigate to related record data.
Key Points & Restrictions
- Details, Activities, Tasks, and Files cannot be rearranged.
- You cannot reorder or hide tabs in the Colleagues
ColleagueA team member who has full access to a Kinabase workspace and its settings.
list. - Only Kinabase admins can reorder, hide, or rename record tabs.
- Changing tab layouts affects everyone's view - not just your own.
- Navigate to any record in the collection where you want to reorder tabs.
- Choose Move Left or Move Right to shift its position among the tabs.
- Continue adjusting until your preferred order is set.
Reordering tabs can help you see the most frequently used information first.
- Select Hide Tab from the menu.
- Click the '+' icon at the end of the tab bar and choose the tab you want to bring back.
Hide tabs you rarely use to keep your interface uncluttered. You can always restore them later.
- Choose Rename from the context menu.
- Type in the label that makes sense for your workflow
WorkflowA defined sequence of stages and actions that a Record passes through, often representing a business process.
and click OK.
Standard tabs like Activities or Tasks cannot be renamed. Tabs appear for records with linked collections, so you can link more collections to see more tabs.
Understanding how to reorder, hide, and rename record tabs lets you tailor Kinabase's interface to your unique processes - boosting productivity and making sure your data is always one click away.
If you have questions or run into issues, reach out to your System Admin or our Support Team.
