[{"data":1,"prerenderedAt":162},["ShallowReactive",2],{"/updates/2026-05-27-add-activities-and-tasks-from-associated-collection-tabs":3,"surround":157},{"id":4,"title":5,"body":6,"date":134,"description":135,"extension":136,"head":137,"meta":138,"navigation":144,"path":145,"schemaOrg":137,"screenshot":146,"screenshotMargin":147,"seo":148,"sitemap":149,"stem":150,"tags":151,"__hash__":156},"updates/updates/2026-05-27-add-activities-and-tasks-from-associated-collection-tabs.md","Add activities and tasks from associated collection tabs",{"type":7,"value":8,"toc":125},"minimark",[9,13,18,26,30,52,56,85,89,109,113,116],[10,11,12],"p",{},"When you're viewing records through an associated collection tab on a parent record, you have not been able to quickly add a related activity or task from the right-click menu. You had to open each record or jump to the main collection view to use the same shortcut that is already there.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20,21,25],{},"The ",[22,23,24],"strong",{},"Add related"," option is now available in the right-click menu when you are viewing records through an associated collection tab. Whether you select a single record or several at once, you can open a new activity or task directly from that context. The option only appears when activities or tasks are turned on for the target collection, so the menu stays tidy.",[14,27,29],{"id":28},"why-it-matters","Why it matters:",[31,32,33,40,46],"ul",{},[34,35,36,39],"li",{},[22,37,38],{},"Stay in flow"," by logging an activity or creating a task without leaving the parent record you are working on.",[34,41,42,45],{},[22,43,44],{},"Save clicks"," by avoiding the detour through the main collection view just to reach the same shortcut.",[34,47,48,51],{},[22,49,50],{},"Work in bulk"," by selecting several associated records and adding a related task or activity to all of them in one go.",[14,53,55],{"id":54},"how-it-works","How it works:",[57,58,59,62,65,68,82],"ol",{},[34,60,61],{},"Open any record that has an associated collection tab, such as a project's linked tasks or a contact's linked deals.",[34,63,64],{},"Switch to the associated collection tab to see the list of related records.",[34,66,67],{},"Right-click a single record, or tick several records and right-click the selection.",[34,69,70,71,73,74,77,78,81],{},"Choose ",[22,72,24],{},", then pick ",[22,75,76],{},"Add activity"," or ",[22,79,80],{},"Add task",".",[34,83,84],{},"Fill in the details and save to link the new item to the selected records.",[14,86,88],{"id":87},"when-to-use-it","When to use it:",[31,90,91,97,103],{},[34,92,93,96],{},[22,94,95],{},"Account managers"," reviewing a client record can log a call or schedule a follow-up task against a linked deal without navigating away from the client.",[34,98,99,102],{},[22,100,101],{},"Project leads"," viewing the associated deliverables on a project record can assign a task to several deliverables in one action.",[34,104,105,108],{},[22,106,107],{},"Support teams"," looking at a customer's linked tickets can quickly add a note or create a follow-up task without losing context.",[14,110,112],{"id":111},"get-started","Get started",[10,114,115],{},"Open any record with an associated collection and right-click a linked record to add a related activity or task.",[10,117,118,119,124],{},"If you have questions or feedback, we would love to hear from you.\nEmail ",[120,121,123],"a",{"href":122},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":126,"searchDepth":127,"depth":127,"links":128},"",2,[129,130,131,132,133],{"id":16,"depth":127,"text":17},{"id":28,"depth":127,"text":29},{"id":54,"depth":127,"text":55},{"id":87,"depth":127,"text":88},{"id":111,"depth":127,"text":112},"2026-05-27T00:00:00.000Z","Right-click any record in an associated collection tab to log an activity or create a task without leaving the parent record.","md",null,{"readingTime":139},{"text":140,"minutes":141,"time":142,"words":143},"2 min read",1.71,102600,342,true,"/updates/2026-05-27-add-activities-and-tasks-from-associated-collection-tabs","/updates/2026/2026-05-27-add-activities-and-tasks-from-associated-collection-tabs.png",false,{"title":5,"description":135},{"loc":145},"updates/2026-05-27-add-activities-and-tasks-from-associated-collection-tabs",[152,153,154,155],"Collection","Related Records","Task","Activity","xXUxZikQ8o-ifRBwIQf1pUHmAa7gpcJLwMzZaL2FuJI",[158,137],{"title":159,"path":160,"stem":161,"children":-1},"Customise file folder naming for clearer storage","/updates/2026-05-14-customise-file-folder-naming","updates/2026-05-14-customise-file-folder-naming",1779974245667]