Calendar

The Calendar provides a visual layout of tasks

It’s especially useful for time blocking, planning upcoming work, and getting a clear picture of your schedule.

Accessing the Calendar

1. Open Your Calendar

   From the left-hand sidebar, click Calendar just underneath your Dashboard.

You'll see a Tasks Pane on the right and the main Calendar View in the centre. This defaults to a by-week view.

Scheduling Tasks

1. Locate the Task

   In the Tasks Pane on the right, find the task you want to schedule (e.g., 'Prepare Report
   Report

   A page or document that combines Charts, tables, and text to analyse and share insights.
   ').

2. Drag & Drop

   Click and hold the task, then drag it onto a specific day or time slot in the Calendar View.

3. Adjust Duration

   In Week or Day view, you can resize the task block to set its start and end times. Simply grab the edge of the task and drag up/down.

This scheduling is separate from the task's due date - allowing you to plan time for completing tasks in advance.

Unscheduling Tasks

If you no longer want a task to appear on the calendar:

• Right-Click the Task in the Tasks Pane
  • Select Schedule → Remove to detach it from the calendar.
• Alternatively, drag it off the calendar or revert its scheduled slot to 'unscheduled' in the same dropdown.

Viewing & Managing Tasks

Filter & Group the Task Panel

• Group the task list via the drop-down in the top-right corner.
  • Group by; scheduled-status, collection, record, due date or completion-status.
• Filter the task list via the drop-down at the top of the right-hand tasks pane.
  • Filter by; due date, assignee, status and more.

By default the filter Shows tasks 'Assigned to me'.

Complete or Edit Tasks

Click on a task to open the task details interface. (Either click on a task in the Tasks Pane, or on a scheduled task on the calendar & use the 'expand' icon.)

From here you can...

• Make updates to the title and description.
• Add activities, which will show on the timeline of events.
• Use the circle under Status to mark it as In progress or Complete.
• Change the deadline by clicking on due date.
• Add or change the owner(s) by clicking +Add or the X under assignee.
• Navigate to the record where the task was created by clicking the related record.
• Click on linked to to connect this task to other relevant record(s) in the same or different collections.

Switching Calendar Views

At the top of your calendar you have a few controls:

• Completed Tasks Toggle

  Use the tick-box icon to show/hide completed tasks.

• Day / Week / Month views

  Use the calendar icon to choose Day, Week, or Month view to get the right level of detail.

• Navigate forwards and backwards in time

  Use the arrows to navigate to the next or previous day/week/month.

Using the Calendar in Kinabase helps you visualise and balance your workload, plan for deadlines, and manage tasks effectively.

For more advanced calendar features or troubleshooting, consult our Help & Support or ask your System Admin for assistance.