Managing Tasks

Tasks

allow you and your team to track important actions. Kinabase is here to help you keep on top of your team's tasks.

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Your Task Dashboard

Easily accessible from login is your task dashboard, here you can see all the tasks assigned to you, or to your team.

1. Navigate to your dashboard

   Open Kinabase and click on your dashboard

2. Find your tasks

   Tasks will be ordered by due date, with the tasks for the week at the top

3. Filter or reorder your tasks

   Use filters to refine your task list

4. Utilise multiple dashboards

   Kinabase has multiple dashboards, see Dashboards

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Bulk Editing Tasks

If you need to modify multiple tasks at once:

1. Select Multiple Tasks

   Tick the checkboxes next to the tasks you wish to edit.

2. Open Bulk Edit

   Click on the options menu at the bottom of your screen.

3. Change Details

   Change the due date, status, or assignee.

4. Save

   Click Save to apply changes to all selected tasks simultaneously.

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Task Notifications & Automations

Notifications

Configure your Notifications

Notification

A reminder sent by Kinabase to inform you about events, such as changes to a Record or upcoming tasks.

settings to receive alerts when tasks are assigned, nearing a due date, or completed.

You can tailor urgency levels (Urgent, High, Medium, Low) and choose between pop-up or email alerts.

Automations

For more advanced scheduling or reminders, set up Automations

Automation

A process that triggers actions automatically when specified conditions are met, reducing manual work.

(via Settings → Automations).

Automations can, for instance, email reminders or create tasks automatically when certain conditions are met.

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Reassigning Tasks When Deactivating a User

When an employee leaves or is deactivated, you can hand their open tasks - and any reports only they can edit - to the right person before access is removed:

1. Deactivate the User

   Admins only. In Settings → Users, choose the Colleague and select Deactivate. Kinabase checks their tasks and reports and shows a short summary under Choose who takes over their work.

2. Reassign Their Tasks

   For Tasks, pick the person to reassign their open tasks to, or leave them unassigned.

3. Transfer Their Reports

   For Reports only they can edit, choose a specific Colleague to take ownership, or choose Everyone to make them editable by your whole team. This choice is required before you can continue, so reports never become read-only.

4. Confirm

   Select Deactivate. Access is removed straight away, and the handover is recorded in your activity log.

Reassigning tasks and reports is permanent, even if you reactivate the user later.

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Managing tasks effectively is crucial to any organisation, Kinabase gives you the tools to coordinate your deliverables and so much more.

If you need further assistance, our Help & Support Team are here to help.