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.

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1. Display modes

Every view can be shown in one of three display modes, switched from the View selector above the collection list. Kinabase has no kanban, board, gallery or calendar view - these three are the complete set:

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.

Board-like working in Kinabase comes from 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, not from a view - see Workflows. Visual exploration tools such as Map and Mind Map are separate side-panes, not view types - see Tools.

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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.

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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.

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