These tabs appear in the same order on every record, and each one only shows if the feature is turned on for the collection and you have permission to see it:

Details - the record's own fields, in the same Field groups
Field Group
A named, collapsible section that organises related Fields on a Collection's records, with its own icon, colour, and optional visibility conditions. Field groups appear when you create or edit a record and on the record's Details tab.
you've set up for creating or editing records, with the Info panel beside them. Always shown first.
Activities - notes, emails, calls and meetings logged against the record, plus a system log of changes.
Tasks - to-do items linked to the record.
Reports - a record-level dashboard of charts built from this record's data.
Files - documents and images attached to the record.
Telemetry - time-series charts of how tracked fields have changed over time. Only appears if telemetry is enabled for your organisation and the collection.

Activities

Log notes, emails, calls and meetings against a record, and see a full audit trail of changes. See Activities.

Tasks

Actionable to-do items linked to the record, helping you track assignments and follow-ups. See Tasks.

Files

Store files and documents alongside the record they relate to. See Files and docs.

Telemetry

Track how a record's numeric, stage and option fields have changed over time, with a preset or custom date range. See Telemetry.

2. Working on the Details tab

1. Scan the field groups

Fields appear in the same groups you've set up for creating or editing records, with each group's heading, icon and colour. Collapse a group and Kinabase remembers that choice for the collection. To open or close every group at once, click the three-dot (⋯) Menu button in the top-right corner and select Expand all sections or Collapse all sections.

2. Copy or edit a field

Rest the pointer on a field until its actions appear, then click the three-dot (⋯) More options button and select Copy. If you can change the field, click the pencil to open the form on that field. You can also right-click a field to open the same menu.

3. Preview a linked record

Hover over a linked record to preview it, then click the Open button, or the Open in new tab or Copy link icons.

4. Use the Info panel

The Info panel sits beside the fields and shows only the sections that apply to the record, such as Alerts, History (the record's stage changes), Created from Collection (when the record was created from another record, for example by an automation), Linked to, Integrations, Portal access and Actions. Click Hide info to collapse it to icons, or click an icon to jump to that section.

5. Move the record on

The current Stage

Stage

A step within a Workflow that shows a record's current status, displayed as a coloured badge on the record.

appears as a coloured chip. If one move is permitted, it's a button; if several are, click the Next stage button and select a stage. See Workflows.

6. Run an automation

Click the Actions button at the top of the Details tab and select an automation, or select it under Actions in the Info panel. Forms that can be opened from that record are tagged Form. On smaller screens the Actions button is hidden, so use the Info panel or the three-dot Menu instead.

To change how fields are grouped, see Organise fields into groups.

3. Relationship tabs

Any collection linked to this one appears as an extra tab, one per relationship, showing the related records at a glance. You can rename these tabs to something more meaningful for your team - for example, a "Projects" tab on a Client record might be renamed "Active Projects".

When a relationship tab is backed by a Collection List

Collection List

A subcollection nested inside a record for repeating line items — such as order items or components — shown as a table within the parent record.

or a Child Collection

Child Collection

A standalone Collection nested under a parent Collection, connected to it by a linked Field, with its own pages, search and sidebar entry — created directly or by converting a Collection List.

, you can also choose how it displays: Parent records (the default) shows the related top-level records, while Items grouped by parent shows the individual items instead, grouped underneath each parent. Right-click the tab, select Display, then choose the option that suits your team.

Details, Activities, Tasks, Files and Reports are fixed and cannot be rearranged, renamed or hidden. You cannot reorder or hide tabs on the Colleague
Colleague
Someone in your organisation with a Kinabase account; the built-in Colleagues list is where their profiles are managed.
s list. Reordering, hiding and renaming relationship tabs needs Configure Permission
Permission
The level of access — No Access, View Only, View & Edit or Not Enabled — granted through a Role for a specific area of Kinabase, such as records, tasks or configuration.
for the collection - if you can't make these changes, ask your System admin. Changing the tab layout affects what everyone sees, not just you.

4. Reordering tabs

1. Open a record

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

2. Right-click a tab

Select Move left or Move right to shift its position.

3. Repeat as needed

Continue adjusting until the tabs are in the order you want.

Put the tabs your team uses most towards the front, so the information they need is visible without extra clicks.

5. Hiding and restoring tabs

1. Right-click the tab

Select Hide tab from the menu.

2. Restore a hidden tab

Click the + icon at the end of the tab bar and select the tab you want to bring back.

Hide tabs you rarely use to keep the record view uncluttered - you can always restore them later.

6. Renaming tabs

1. Right-click the tab

Select Rename from the context menu.

2. Enter a new name

Type the label that makes sense for your workflow in the Tab Name field, then click OK.

Standard tabs such as Activities and Tasks can't be renamed. Relationship tabs only appear once you've linked another collection - see Linked collection fields.

Reordering, hiding and renaming record tabs lets you tailor Kinabase's navigation to your own processes, so the information your team relies on is always where they expect it.

Need more help? Ask your System admin, or contact our support team via Help & Support.

PreviousFinding and Filtering Records

Next Adding Unique Identifiers