Configuring Tasks

Tasks

are actionable to-do items linked to specific records

Record

An individual entry within a Collection, like a row in a database table, representing one item or entity.

, helping you organise assignments, deadlines, and follow-ups. Tasks are a very useful Kinabase feature keeping you and your team on track & focused.

You can view tasks within a collection

or on the Task Dashboard

Dashboard

A page you configure with widgets, charts, and reports to monitor key metrics and data at a glance.

, allowing you to stay informed and efficient.

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What are Tasks?

As you would expect - Tasks are forward looking actions that need to be performed, tracked & completed by members of your team.

Tasks have a few key elements;

Task title

A quick-description that summarizes the task for your colleague(s).

Description

A more in-depth description, providing sufficient details for task completion.

Due Date

The deadline when your task needs to be completed by.

Owner(s) or Assignee(s)

Your colleague that needs to complete the task. N.B. This could be you!

Status

The current progress indicator: Not started, In progress, Completed.

Use these elements to ensure your team has all the information they need to complete their Task. Remember, because the Task is directly linked to the specific record - your colleague can quickly understand the context and find the relevant information.

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Enabling Tasks for a Collection

1. Open Collection Configuration

   Right-click the desired collection in the sidebar and select Configure (or use the options menu at the top-right).

2. Select the Tasks Tab

   In the configuration panel, navigate to the Tasks tab.

3. Activate Tasks

   Toggle Enable Tasks to turn on task functionality for this collection.

You could even enable the Show in Related Records toggle so tasks also appear in linked records.

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