Managing Tasks
Oversee your team's tasks, reassign work, and edit tasks in bulk
Beyond your own to-do list, Kinabase gives you the tools to see how work is distributed across your team, tidy up several tasks at once, and hand over open tasks when someone leaves.
1. Managing your team's tasks
Your Dashboard Tasks tab isn't limited to your own work. Click Add view to build a shared view for the team: give it a Name, select a Collection and any Additional Filters, and set Task Visibility to Show all tasks rather than Show only my tasks.
System admins also see an Unassigned view, listing tasks nobody has picked up yet - useful for spotting work that's fallen through the cracks.
2. Bulk editing tasks
To update several tasks at once from a task list:
1. Select the tasks
Tick the checkbox next to each task, or select Select all from the selection toolbar. The toolbar shows of {m} selected.
2. Set the new values
Click Menu on the selection toolbar (or right-click the selection) and set a new Due date, Status, or Assignee for every selected task - or click Delete all to remove them.
3. Confirm
Kinabase applies the change to every task you selected immediately.
Click Unselect all, or press Esc, to clear your selection without making a change.
3. Reassigning tasks when deactivating a colleague
When a colleague leaves or is deactivated, you can hand off their open tasks before their access is removed.
You'll need to be a System admin to deactivate a colleague.
1. Start deactivating the colleague
In Settings → Organisation → Users, select the colleague and click Deactivate. Kinabase shows a summary of their open work under Choose who takes over their work.
2. Reassign their tasks
For Tasks, select the colleague who should take over their open tasks, or leave them unassigned.
3. Confirm
Click Deactivate. Access is removed straight away, and the reassignment is recorded in the activity log.
Reassigning tasks is permanent, even if you reactivate the colleague later.
4. Task notifications
Kinabase can notify colleagues about the tasks they created or were assigned: Task Assigned, Task Due, Schedule Start Time, and completion notices for both the creator and the assignee. Each has its own priority, which you set in Settings → Account → Notifications.
See Notifications to configure priorities and channels.
Need more help? Ask your System admin, or contact our support team via Help & Support.