Create Your First Collection

This guide walks you through the simplest steps to set up your first Collection

1. Open the 'Add Collection' Panel

• Look for the '+Add Collection' button at the bottom-left of your Kinabase sidebar.
• Click it, and a pop-up will appear asking, 'What would you like to use Kinabase for?'
  
  

2. Tell Kinabase What You Want

• In the pop-up box, type a short sentence or two - for example, 'I want to track my clients.'
  
  

3. Review AI Suggestions

• Kinabase will generate suggested collections (and fields
  Field

  A column in a Collection that stores a specific type of information for each Record, such as text, number, or date.
  ) based on your description.
• Rename any collection or field if you like, or remove what you don’t need, using the ⋯ (options menu) next to the relevant collection or field.
  
  

4. Enable Activities & Workflows (Optional)

• You can find extra features by clicking the Edit button next to the collection name.
• If you want to track calls, emails, meetings, or events in your records
  Record

  An individual entry within a Collection, like a row in a database table, representing one item or entity.
  , you can enable 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.
  .
• If you want your records to move through predefined stages
  Stage

  A step in a Workflow that a Record moves through, illustrating its current status in the process.
  (like 'Lead → Prospect → Customer'), toggle on workflows
  Workflow

  A defined sequence of stages and actions that a Record passes through, often representing a business process.
  .
• You can always change these settings later.
  
  

5. Click 'Add Collections'

• Your new collections appears in the sidebar, ready for new records to be added.
• You can easily edit or add fields at any time - no need to perfect everything up front.
  
  

Tips

• You can always rename or add fields later, so don’t worry about perfecting your first collection.
• Kinabase has AI augmentations designed to make system setup easier; from creating collections, to adding data.
• If the AI missed something, you can edit or add fields directly from the collection’s configuration settings.
• Input real data, either manually or by importing a CSV file.

You can read more about importing data here.

That’s it!

By using Kinabase’s AI suggestions, you can get a collection set up in seconds. If you want more detailed advice on configuring fields or permissions