Views

A View

is a saved configuration of a Collection

Collection

A container for records in Kinabase, similar to a table in a spreadsheet or database, used to organise one type of data such as Projects or Contacts.

's columns, filters, sorting and grouping - a shortcut to the exact subset of records you look at most, for example "My Open Tasks" or "Overdue Invoices". Once saved, a view is one click away for you or, if you choose to share it, for your whole team.

---

1. Display modes

Every view can be shown in one of four display modes, switched from Display in the toolbar above the collection list:

Mode	What it shows	When to use it
Table	Records as rows, with a column per field.	Scanning or comparing many records at once - the default for most collections.
Side by side	A record list on the left with the selected record's details on the right.	Working through records one at a time without losing your place in the list. This is also the default on narrow or mobile screens.
Timeline	Records plotted against a start and end date.	Scheduling or planning work, such as project phases or bookings. Only available when the collection has a Date Range field.
Kanban	Records as cards in columns, grouped by an option field, a workflow stage or a date.	Moving work through a process visually, such as dragging a job from In Progress to Complete. See Using Kanban Views.

A Kanban board grouped by Workflow

Workflow

A structured process, built from Stages and Actions, that a record moves through to represent its status in a business process, such as a sales pipeline.

Stage

Stage

A step within a Workflow that shows a record's current status, displayed as a coloured badge on the record.

s lets you move records on by dragging cards between columns - see Workflows. Visual exploration tools such as Map and Mind Map are separate side-panes, not view types - see Tools.

---

2. Group by

Group by clusters the records in any display mode by a shared field value - such as stage, owner, or creation month - so you can see patterns at a glance without leaving the list. Set it from the Group by selector next to the view switcher, independently of which display mode you're using.

---

3. In this section

• Filters and sorting - build filter conditions with the full operator list, combine them, and set sorting and grouping.
• Saved views - create, save, default and share views with your team.
• Using Kanban Views - show records as cards in columns and move work forward by dragging.

---

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