Create an Application

Do you have trouble keeping up with your staff and their progress on important projects? Or, maybe you've been looking for a way to track your company sales by several different variables, like region, client, salesperson, or time of year. Or perhaps you just want to catalogue your Charo memorabilia collection. Whatever your problem may be, QuickBase can help you.

Before you begin, you'll need to examine your problem carefully. First, determine what you need your application to do for you. Analyze your workflow and decide what information you want to track. Read more.

Once you establish your requirements and formulate a plan, you can create a QuickBase application to meet your needs. First, take a look at the QuickBase application templates. Maybe your problem has already been solved—or at least partially solved—by QuickBase. If applicable, you can use one of these templates to get a head start and then customize the application to meet your needs more precisely. Or, start from scratch and create a completely unique solution. The program (and this Help file) can help you as you build your masterpiece.

To create a new QuickBase application, go to your My QuickBase page and do one of the following:

Click the Create a New Application button.
Within the menu above the application list, click New.
Click the Add Application icon.

Note: In order to create an application, you must possess the right to do so. The Billing Account Administrator controls the ability of any user to create an application (read more). If you click the Create a new application button and QuickBase tells you that you don't have the power to create an application, contact your Billing Account Administrator. If you have the right to create applications in multiple accounts, QuickBase prompts you to select the account in which you want to store the application.

The Create a New QuickBase Application page displays, which provides a myriad of choices. You can begin in one of two ways:

Select a pre-built application template. QuickBase provides several ready-made solutions that address common workflow and data-tracking needs. These applications fall under general categories, like Project Management, Marketing and so on, which appear listed on the left side of the Create a New QuickBase Application page. Click any of these links to see a list of related applications and read their descriptions. If you're concerned that one of these packaged solutions won't quite fit your situation, don't fret. These QuickBase templates generate full-fledged applications, but you can customize or add on to the application at any time.
Create an application from scratch.Start from the ground up and build a solution that meets your needs exactly. If you have existing data that you want to use as a starting off point, you can create a new application and import the data at the same time. When you do so, QuickBase analyzes the records in your file and presents you with choices to help you structure the new application around the data. This data doesn't need to be in the form of a database file, you can also create the application by copying and pasting from another program like Excel or even Microsoft Word.

Tip: Watch a video on QuickBase building blocks (fields, tables and applications) ---->

Create an Application

Related Topics