Tasks

A Task

is a to-do item attached to a record

Record

An individual entry within a Collection, like a row in a database table, representing one item or entity such as a customer or an order.

- a follow-up call to make, a document to chase, a delivery to check. Every task lives on the record it belongs to, so whoever picks it up has the context right there alongside it.

Tasks don't only live on the record, though. They also surface on your Dashboard and on your Calendar, so you can see everything you're responsible for in one place, whichever record it came from.

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1. What a task is

Each task has a Name, an optional Description, an optional Due date, and one or more Assignees - the colleague

(s) responsible for it. A task also has a Status: Not Started (shown in red), In Progress (yellow), or Completed (green).

A task can also be given a Schedule - a start and end time separate from its due date - so you can block out time to get it done. Scheduled tasks and due dates both appear on the Calendar; see Calendar.

Tasks in Kinabase have no priority field and no recurrence. If you need work to repeat on a schedule, look at Automations instead.

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2. Enabling tasks for a collection

Tasks are a per-collection feature - turn them on for any collection whose records generate follow-up work.

You'll need Configure permission for this collection. If you're unsure, ask your System admin.

1. Open collection configuration

Click the ⋯ (options menu) in the top-right of the collection view, or right-click the collection name in the sidebar and select Configure.

2. Go to the Tasks tab

In the configuration panel, select the Tasks tab.

3. Turn on tasks

Turn on Enable tasks for this collection.

4. Optional: show tasks on related records

Turn on Show in related records for any relational field so tasks on this collection also appear on the linked record.

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3. Learn more

Using tasks

Create and complete tasks, set due dates, assign colleagues, and see your tasks on the Dashboard and Calendar.

Managing tasks

Reassign a colleague's tasks when they leave, and edit several tasks at once with bulk selection.

Calendar

See scheduled tasks and due dates laid out on a day, week, or month view.

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