What's New

Our team is dedicated to understanding customer needs and implementing user feedback into the latest versions of Kinabase. Discover the latest updates and new features below.

If you have suggestions or feedback, we’d love to hear from you!

07 Jun 2024

Feature Update
Stay in the loop, get notified when records change stage
Stay in the loop, get notified when records change stage

Stay in the loop, get notified when records change stage

Maximise productivity and ensure your team are notified whenever relevant things happen with Kinabase’s intelligent workflow automations.

Workflows
Automations
Notifications
Productivity

31 May 2024

Feature Update
Run automations whenever specific conditions are met
Run automations whenever specific conditions are met

Run automations whenever specific conditions are met

Kinabase now includes conditional automations that only run if certain conditions are met. For example, notify your director when an expense surpasses a £100 threshold.

Automations

28 May 2024

Feature Update
Boost your productivity with automation shortcuts on right-click
Boost your productivity with automation shortcuts on right-click

Boost your productivity with automation shortcuts on right-click

Create automations that you can trigger by right-clicking on your records. This feature is especially useful when you need to quickly update records or trigger a specific action without having to navigate away from the record.

Workflows
Automations

17 May 2024

Feature Update
Add signatures, permissions and fields to your workflows
Add signatures, permissions and fields to your workflows

Add signatures, permissions and fields to your workflows

Set up approvals, signatures and more as part of your workflow with advanced permissions and additional fields. Allowing you to tailor your workflows to your exact needs and boost your team's productivity.

Workflows
Permissions

10 May 2024

Feature Update
Save time adding follow-up tasks for emails, calls and more
Save time adding follow-up tasks for emails, calls and more

Save time adding follow-up tasks for emails, calls and more

Ensure you and your team don't miss a beat when it comes to following up on important meetings and phone calls, with new follow-up tasks for activities.

Tasks
Activities

03 May 2024

Feature Update
Introducing the new Home tab on the dashboard
Introducing the new Home tab on the dashboard

Introducing the new Home tab on the dashboard

Add your company logo to Kinabase, quickly add records, and see what's next on your to-do list

Tasks
Dashboard
Branding

25 Apr 2024

Feature Update
Manage your time effectively with the Task Calendar
Manage your time effectively with the Task Calendar

Manage your time effectively with the Task Calendar

Schedule time to complete your tasks, and see your deadlines and due dates in your calendar - helping you manage your time more effectively.

Tasks
Calendar
Dashboard

18 Apr 2024

Feature Update
Stay on top of your work with notifications and priorities
Stay on top of your work with notifications and priorities

Stay on top of your work with notifications and priorities

Set up priorities for your notifications and never miss a deadline - get alerts about what's important to you directly in your email inbox.

Email notifications
Priorities
Alerts
Notifications
Workflows
Automations

12 Apr 2024

Feature Update
Synchronise your organisation structure from Microsoft 365
Synchronise your organisation structure from Microsoft 365

Synchronise your organisation structure from Microsoft 365

From job titles to managers, ensure Kinabase is up-to-date with your organisation's structure by syncing data from Microsoft 365.

Colleagues
Organisation Hierarchy
Microsoft 365
Integrations

12 Apr 2024

Feature Update
Manage HR information more effectively for your team
Manage HR information more effectively for your team

Manage HR information more effectively for your team

Add custom fields to colleagues in Kinabase to store additional information such as location, salary, role, and more.

Fields
Colleagues
Human Resources
Users
Integrations

10 Apr 2024

Feature Update
Find what you need faster by hiding collections
Find what you need faster by hiding collections

Find what you need faster by hiding collections

Hide unused collections from view to keep your working environment as clear as you need it to be.

Collections
Navigation Panel
Administrator
Dashboard

04 Apr 2024

Feature Update
Enhance security with improved permissions management
Enhance security with improved permissions management

Enhance security with improved permissions management

Quickly visualise what each of your team members has access to when setting up roles in Kinabase, and ensure the right people have access to the right data.

Information Security
Administration
Roles
Permissions

28 Mar 2024

Feature Update
Improve your reporting with record groups
Improve your reporting with record groups

Improve your reporting with record groups

Group your records by a variety of fields so you can easily see related information together. From dates, to people, and stages, you can simplify data comprehension and optimise your workflow.

Data visualisation
Grouping
Reporting

21 Mar 2024

Feature Update
Print out your records in a few clicks
Print out your records in a few clicks

Print out your records in a few clicks

Create physical copies of your data with the print function, and easily locate the digital record in Kinabase with the QR code.

Data visualisation
Printing
Reporting
Documents

14 Mar 2024

Feature Update
Visualise what's happening with the timeline view
Visualise what's happening with the timeline view

Visualise what's happening with the timeline view

Never miss a thing in your collections with the new timeline view, allowing you to better plan for the future.

Data visualisation
Timeline
Reporting

08 Mar 2024

Feature Update
Dial phone numbers directly to your YesTech phone system
Dial phone numbers directly to your YesTech phone system

Dial phone numbers directly to your YesTech phone system

Connect your YesTech phone system to Kinabase and click-to-dial phone numbers from your records.

Integrations
Phone
Activities

29 Feb 2024

Feature Update
Export your tasks and activities in a few clicks
Export your tasks and activities in a few clicks

Export your tasks and activities in a few clicks

You can now export your Tasks and Activities to a .csv file for data analysis and to back up your data.

Export
Tasks
Activities

23 Feb 2024

Feature Update
Create new records using advanced automations
Create new records using advanced automations

Create new records using advanced automations

One of our newest features expands upon the automations function to add new records when an event happens.

Automations
Records

15 Feb 2024

Feature Update
Track when things happen with Date Ranges
Track when things happen with Date Ranges

Track when things happen with Date Ranges

Add date ranges in your collections to see planned and actual dates for projects, events, jobs, and more.

Timeline
Jobs
Events
Scheduling

08 Feb 2024

Feature Update
Minimise repetitive tasks with Automations
Minimise repetitive tasks with Automations

Minimise repetitive tasks with Automations

Create “If... Then...” automations to eliminate manual data entry and streamline your workflows.

Automations

01 Feb 2024

Feature Update
Perform calculations on linked records with aggregations
Perform calculations on linked records with aggregations

Perform calculations on linked records with aggregations

Gain insight into your data by performing calculations like counts, averages and sums.

Fields
Aggregations
Measurements

23 Jan 2024

Feature Update
Receive automated reminders when a task is due
Receive automated reminders when a task is due

Receive automated reminders when a task is due

One of our newest features in Kinabase is a simple one — you can now receive task reminders in your notifications tab.

Tasks
Projects
Reminders

16 Jan 2024

Feature Update
Organise your files with the new SharePoint integration
Organise your files with the new SharePoint integration

Organise your files with the new SharePoint integration

Manage your folder structure automatically and upload files with the SharePoint integration.

Documents
Files
SharePoint
Integrations

04 Jan 2024

Feature Update
Reorganise tabs on your records
Reorganise tabs on your records

Reorganise tabs on your records

This new Kinabase feature allows you to reorder and/or hide your record tabs within a collection so that you see the most important information first.

Records
Reporting

21 Dec 2023

Feature Update
Simplify your data entry with default field values
Simplify your data entry with default field values

Simplify your data entry with default field values

Set up default values for fields such as date/time, number, or option, saving time when it comes to adding records.

Fields
Configuration
Measurements

15 Dec 2023

Feature Update
Organise and prioritise your tasks from the Dashboard
Organise and prioritise your tasks from the Dashboard

Organise and prioritise your tasks from the Dashboard

This new Kinabase feature will help you stay organised and prioritise upcoming tasks by grouping your Task List by collection, due date, record, or status.

Tasks
Dashboard

12 Dec 2023

Feature Update
Hide completed work from lists, and focus on what matters
Hide completed work from lists, and focus on what matters

Hide completed work from lists, and focus on what matters

Set workflow stages as inactive to help you enables you to better organise your data, and only see what's relevant.

Filters
Workflows

06 Dec 2023

Feature Update
Select multiple options at once with the new multi-select field
Select multiple options at once with the new multi-select field

Select multiple options at once with the new multi-select field

Now you can select multiple options in a dropdown list, adding specificity and clarity to your data.

Fields

29 Nov 2023

Feature Update
Save time by adding activities directly from your Outlook inbox
Save time by adding activities directly from your Outlook inbox

Save time by adding activities directly from your Outlook inbox

Kinabase now lets you to add activities directly from your Outlook email screen.

Outlook
Integrations

20 Nov 2023

Feature Update
Easily export all your data in just a few clicks
Easily export all your data in just a few clicks

Easily export all your data in just a few clicks

We know how vital your data is to your company and operations, so we've made it as straightforward as possible for you to export it. We don't want to lock your data away. After all, your data is exactly that -- yours!

Administrator
Data Management
Export
Reporting
Permissions

06 Nov 2023

Feature Update
New Outlook add-in for Companies and Contacts
New Outlook add-in for Companies and Contacts

New Outlook add-in for Companies and Contacts

Kinabase now enables you to sync companies and contacts directly to Kinabase from your Outlook email screen. This means you can capture important company contact information, streamlining your relationship management processes.

Email
Outlook
Setup
Integrations
Activities

16 Oct 2023

Feature Update
Use Tasks in Kinabase to keep your team on track
Use Tasks in Kinabase to keep your team on track

Use Tasks in Kinabase to keep your team on track

Kinabase's new tasks feature is a great way to stay organised, manage your time efficiently, and stay on track with your organisation's goals. You can now create to-do lists and reminders, whilst adding in due dates, status updates and assignees in your collections.

Getting started
Setup
Collections
Tasks
Projects
Dashboard

10 Oct 2023

Feature Update
Right-click multiple records to quickly update your workflow
Right-click multiple records to quickly update your workflow

Right-click multiple records to quickly update your workflow

Kinabase now enables you to right-click on multiple records and perform a bulk update to amend their status in their corresponding workflows.

Workflows

05 Oct 2023

Feature Update
Automate unique reference IDs for your records
Automate unique reference IDs for your records

Automate unique reference IDs for your records

It's now possible to give records in Kinabase their own unique ID. These record identifiers can be formatted to match your teams nomenclature with prefixes, digit count, and starting point.

Management
Collections
Setup
Reporting

30 Sep 2023

Feature Update
Structure your collections with Workflows
Structure your collections with Workflows

Structure your collections with Workflows

Most business processes have multiple stages to them, with controls and oversight. With Kinabase's new Workflow feature you can clearly define, monitor and control your business processes.

Workflows
Setup
Collections
Processes

06 Sep 2023

Feature Update
Navigate your data easily with powerful new filters
Navigate your data easily with powerful new filters

Navigate your data easily with powerful new filters

Visualise your valuable data into meaningful charts and graphs - in just a few clicks.

Data analysis
Reporting
Collections

04 Sep 2023

Feature Update
Get started quicker with the power of AI
Get started quicker with the power of AI

Get started quicker with the power of AI

Set up Kinabase to track the things that matter to you, effortlessly, with the power of AI. This means that it's quicker and simpler for you to get started, and doesn't require the knowledge of an expensive consultant.

Collections
Setup
Getting started
Artificial intelligence
AI

31 Aug 2023

Feature Update
Manage your risks using a visual matrix
Manage your risks using a visual matrix

Manage your risks using a visual matrix

Visualise your valuable data into meaningful charts and graphs - in just a few clicks.

Risk management
Collections
Fields

14 Aug 2023

Feature Update
Reorder your fields to suit your team
Reorder your fields to suit your team

Reorder your fields to suit your team

Visualise your valuable data into meaningful charts and graphs - in just a few clicks.

Collections
Fields
Getting started
Setup

25 Jul 2023

Feature Update
Capture distance, mass, time, angles, volume and more ...
Capture distance, mass, time, angles, volume and more ...

Capture distance, mass, time, angles, volume and more ...

Store measurements with precision in Kinabase, using powerful new engineering field types. Built with physics-based first principles in mind, Kinabase allows you to store numerical measurements in a precise format, based on the International System of Units (SI) - handling orders of magnitude, conversion factors and calculations for you.

Collections
Measurements
Engineering
Setup

17 Jul 2023

Feature Update
Get insights at a glance with the bubble chart
Get insights at a glance with the bubble chart

Get insights at a glance with the bubble chart

Make data-driven decisions in a few clicks and effortlessly get an overview of your data with the new bubble chart.

Data visualisation
Charts

07 Jul 2023

Feature Update
Capture images directly in your records
Capture images directly in your records

Capture images directly in your records

We've added a shortcut to be able to send emails directly from Kinabase. By right clicking on any collection with an email field, you can single or multi-select multiple records, and compose an email in a few clicks.

Setup
Collections
Image capture
Documents

29 Jun 2023

Feature Update
Control access to information using permissions
Control access to information using permissions

Control access to information using permissions

We're introducing roles, permissions and access rights in Kinabase, that allow you to take control and make sure that everyone has access to the information they need.

Access rights
Getting started
Management
Permissions
Roles
Setup

21 Jun 2023

Feature Update
Single and bulk email sending
Single and bulk email sending

Single and bulk email sending

We've added a shortcut to be able to send emails directly from Kinabase. By right clicking on any collection with an email field, you can single or multi-select multiple records, and compose an email in a few clicks.

Email
Outlook
Gmail
Integrations

15 Jun 2023

Feature Update
Getting started is now easier
Getting started is now easier

Getting started is now easier

We've made the onboarding process for Kinabase simpler and quicker so you can get the most out of Kinabase, faster.

Getting started
Setup

07 Jun 2023

Feature Update
Organise your sidebar navigation
Organise your sidebar navigation

Organise your sidebar navigation

The sidebar in Kinabase has had an upgrade - allowing you to create groups of related collections, and make it easier for your users to find what they are looking for.

Getting started
Setup

01 Jun 2023

Feature Update
Add an activity
Add an activity

Add an activity

To allow you to keep track of what's happening against any record, we've added activities to Kinabase, so you can record notes, emails, phone-calls and meetings.

Activities
Activity types
Timeline
Emails
Notes
Phone
Meetings

15 May 2023

Feature Update
Interactive map view
Interactive map view

Interactive map view

To allow you to keep track of what's happening against any record, we've added activities to Kinabase, so you can record notes, emails, phone-calls and meetings.

Maps
Geospatial
Location
Data visualisation
Geographic
Reporting

25 Apr 2023

Feature Update
Get charts of your data in a flash
Get charts of your data in a flash

Get charts of your data in a flash

Visualise your valuable data into meaningful charts and graphs - in just a few clicks.

Data visualisation
Charts
Reporting