Kinabase Logo
Help & Support

Record Tabs

Tailor Your Record Navigation

Record

Tabs appear at the top of a record's detailed view , providing quick access to related information - like Activities , Tasks , Files, or linked collections .

By customising these tabs, you can streamline your navigation.

Types of Record Tabs

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 list.
  • Only Kinabase admins can reorder, hide, or rename record tabs.
  • Changing tab layouts affects everyone's view - not just your own. ::

Reordering Tabs

  1. Open a Record

    Navigate to any record in the collection where you want to reorder tabs.

  2. Right-Click a Tab

    Choose Move Left or Move Right to shift its position among the tabs.

  3. Repeat as Needed

    Continue adjusting until your preferred order is set.

Reordering tabs can help you see the most frequently used information first.

Hiding Tabs

  1. Right-Click the Tab

    Select Hide Tab from the menu.

  2. Restore Hidden Tabs

    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.

Renaming Tabs

  1. Right-Click the Tab

    Choose Rename from the context menu.

  2. Enter a New Name

    Type in the label that makes sense for your workflow 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.

PreviousAdding Unique Identifiers
Next Bulk Operations