Dashboards

Dashboards

Dashboards centralise information to help you stay organised, make quick decisions, and focus on what matters most.

Each user in Kinabase has a personalised Dashboard. It's typically the first page you see after logging in, and it combines multiple sections:

• Home: An overview of your day, including pending tasks
  Task

  Something that needs to be done. Create and assign tasks to yourself or others, often linked to a specific Record.
  , quick-add shortcuts, and the latest Kinabase updates.
• Tasks: A dedicated tab showing your assigned tasks and upcoming deadlines.
• 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.
  : A central feed of recent notes, emails, or record
  Record

  An individual entry within a Collection, like a row in a database table, representing one item or entity.
  updates — meaning everyone can stay in the loop.
• Reports
  Report

  A page or document that combines Charts, tables, and text to analyse and share insights.
  : Real-time charts
  Chart

  A visual graph (bar, line, pie, etc.) that displays data from a Collection.
  , tables, and analytics that highlight key trends or bottlenecks in your data.

Admins can add a company logo under Settings → Organisation Details to personalise the dashboard for everyone.

Key Dashboard Features

1. Home Tab

• Displays tasks due today, upcoming tasks, and recent updates.
• Offers Quick Add buttons to create new records in frequently used collections
  Collection

  A list of records in Kinabase, similar to a table in a spreadsheet or database.
  .
• Shows highlights of new Kinabase features or setup guides.

2. Tasks Tab

• Lists tasks assigned to you or your team, with filters
  Filter

  A set of conditions applied to a Collection or View to narrow down which Records are displayed.
  for priority, due date or by collections.
• Update statuses (e.g., 'In Progress' or 'Completed') directly from the dashboard.

3. Activities Tab

• Shows a timeline of recent actions across the whole of your Kinabase - like calls, emails, or system-generated updates.
• Easily filter by collection or date to find relevant interactions for tracability or for auditing purposes.

4. Reports Tab

• Embed real-time charts or tables that pull data from any collection.
• Track KPIs, project milestones, or performance metrics on a single screen.
• Build custom reporting pages to reflect what you want to monitor most.

Customising Your Dashboard

• Company Branding: Admins can upload a company logo to the Home tab, giving a consistent look and feel for the whole team.
• Filter Tasks & Activities: Tailor the dashboard to show only your open tasks or specific activity types you care about.
• Create a Task view: Customise your task list by creating a new view to show tasks that meet your specific criteria.
• Add or Rearrange Widgets: Rearrange your quick-add widgets and graphs on your reports, by simply dragging them to reorder or resize them for better focus.

Benefits

• At-a-Glance Insights: Quickly see tasks due today, important updates, or real-time KPIs.
• Centralised Navigation: Jump directly into tasks, collections, or data views without searching through separate pages.
• Better Collaboration: Keep your team aligned by sharing the same vantage point of what's happening across Kinabase.
• Increased Efficiency: Reduce time spent searching or switching between different areas of the platform.

Using Dashboards effectively creates a convenient command centre that surfaces key information in real time - helping you stay organised, make quick decisions, and keep your team in sync.

If you have questions or need more detailed instructions, visit our other guides or contact your System Admin.