[{"data":1,"prerenderedAt":199},["ShallowReactive",2],{"\u002Fupdates\u002F2026-08-20-turn-activities-into-reviewed-follow-up-tasks":3,"surround":194},{"id":4,"title":5,"body":6,"date":172,"description":173,"extension":174,"head":175,"meta":176,"navigation":182,"path":183,"schemaOrg":175,"screenshot":184,"screenshotMargin":185,"seo":186,"sitemap":187,"stem":188,"tags":189,"__hash__":193},"updates\u002Fupdates\u002F2026-08-20-turn-activities-into-reviewed-follow-up-tasks.md","Turn activities into reviewed follow-up tasks",{"type":7,"value":8,"toc":163},"minimark",[9,13,18,26,37,41,69,73,120,124,144,148,154],[10,11,12],"p",{},"Important next steps can be buried in emails, meeting notes, and call records. Kinabase now helps you turn that activity history into tasks with a few clicks and AI assistance.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20,21,25],{},"From an activity's tab, you can now select ",[22,23,24],"strong",{},"Suggest follow-up tasks",". Kinabase uses the activity's text, including an email subject and body where available, to generate useful suggestions for review.",[10,27,28,29,32,33,36],{},"The review window separates ",[22,30,31],{},"Suggestions"," from ",[22,34,35],{},"Tasks to add",".",[14,38,40],{"id":39},"why-it-matters","Why it matters:",[42,43,44,51,57,63],"ul",{},[45,46,47,50],"li",{},[22,48,49],{},"Capture next steps sooner"," by turning conversations and updates into practical tasks while their context is still clear.",[45,52,53,56],{},[22,54,55],{},"Keep people in control"," by editing, accepting, or removing each suggestion, and adding your own tasks before saving anything.",[45,58,59,62],{},[22,60,61],{},"Apply existing controls"," because Kinabase checks the workspace plan, collection settings, permissions, activity content, and owning record before generating or saving tasks.",[45,64,65,68],{},[22,66,67],{},"Keep task lists orderly"," as new tasks appear below existing work, while the sticky editor and toolbar action make adding another task easier in longer lists.",[14,70,72],{"id":71},"how-it-works","How it works:",[74,75,76,79,92,99,110],"ol",{},[45,77,78],{},"Make sure tasks are enabled for the collection.",[45,80,81,82,85,86,89,90,36],{},"Navigate to a record, open its ",[22,83,84],{},"Activities"," tab, select the activity's ",[22,87,88],{},"⋯"," menu or right-click on the activity, and click ",[22,91,24],{},[45,93,94,95,98],{},"Wait while Kinabase displays ",[22,96,97],{},"Getting suggestions using AI..."," and prepares possible next steps based on what you wrote.",[45,100,101,102,105,106,109],{},"Click a suggestion to edit its name, description, due date, or assignees. Accept only the suggestions you want, remove the others, select ",[22,103,104],{},"Generate again"," if needed, or use ",[22,107,108],{},"Add task"," to create one manually.",[45,111,112,113,116,117,119],{},"Click ",[22,114,115],{},"Add tasks"," to add everything under ",[22,118,35],{}," to the activity's owning record.",[14,121,123],{"id":122},"when-to-use-it","When to use it:",[42,125,126,132,138],{},[45,127,128,131],{},[22,129,130],{},"Sales teams"," can turn a customer email about pricing, approvals, and renewal dates into reviewed follow-up tasks.",[45,133,134,137],{},[22,135,136],{},"Operations managers"," can extract agreed actions from meeting notes and assign each one to the right colleague.",[45,139,140,143],{},[22,141,142],{},"Client service teams"," can convert call notes into a controlled handover list in seconds.",[14,145,147],{"id":146},"get-started","Get started",[10,149,150,151,153],{},"Open a record with tasks and activities enabled, and try ",[22,152,24],{}," from an activity's menu.",[10,155,156,157,162],{},"If you have questions or feedback, we would love to hear from you. Email ",[158,159,161],"a",{"href":160},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":164,"searchDepth":165,"depth":165,"links":166},"",2,[167,168,169,170,171],{"id":16,"depth":165,"text":17},{"id":39,"depth":165,"text":40},{"id":71,"depth":165,"text":72},{"id":122,"depth":165,"text":123},{"id":146,"depth":165,"text":147},"2026-08-20T00:00:00.000Z","Turn emails, meetings, calls, and notes into practical follow-up tasks with AI assistance. 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