QuickBase templates are ready-made applications that you can start to use immediately. They address a variety of scenarios and can help those looking for assistance with project management, sales, IT issue tracking, legal billing, document management and more. To see the full list of Templates, go to your My QuickBase screen and start the application creation process (click the Add a New Application button). QuickBase displays the Templates tab of the Add a New QuickBase Application page.
QuickBase gives you access to a wide variety of templates; some are developed in house, by the Intuit QuickBase team. Others are developed by the community of QuickBase users. When you browse categories or search for templates, QuickBase lets you see all of the templates available, regardless of author. A small icon appears next to each template name, letting you know which are authored by Intuit QuickBase and which were submitted by the user community.
You can sort the list of templates so that the Intuit-Developed templates appear first. In the Sort drop down, choose Templates by QuickBase. All templates developed by the Intuit QuickBase team appear first in the list.
All templates developed by Intuit QuickBase come complete with sample data so you'll understand exactly what kind of information goes where, and how the application is meant to work. Once you've had a look around and are ready to enter your own data, QuickBase lets you delete the sample data. If you have already started adding some of your own records, don't worry. QuickBase will NOT delete any records that you have modified or added since creating your application.
QuickBase provides a number of different ways for you to find just the right template for your business need. You can:
Search for templates--Use the search box to look for templates across all categories. QuickBase searches the template name and description, and even the category name and returns all templates that match your search string.
Browse to see:
Templates by category--You can see a list of business functions on the left of the Templates tab. Click any of these categories and you'll see a list templates that fit the category. (The number in parentheses after the category name indicates how many templates the category contains.)
Featured templates--The Intuit QuickBase team selects a number of templates to feature at different times. Featured templates may be brand new templates designed to solve a new business problem, or they may be templates we want to bring to the attention of the user base. Featured templates will change on occasion, so be sure to check back regularly to see what's new.
Templates by Intuit QuickBase--If you want to focus only on templates developed by our internal team, you can. Choose Templates by Intuit QuickBase to see a list of only these templates.
Once you've narrowed the list of templates to those that match what you're looking for, you can sort the list to get a better understanding of the templates available to you. You can sort the list by author, name, date of the last update, and popularity.
To create an application from a template:
On your My QuickBase page, click Add a New Application.
On the Templates tab, search for or browse to find a the template.
Click the Get It Now button next to the template you want.
Enter the name you want to give your new app and click Create.
Click Go To This Application.
Your new application opens with its dashboard page displayed.
If you used a template developed by QuickBase, you'll see sample data. Whenever you're ready, click Delete Sample Data. QuickBase deletes only the sample data; any data you may have entered is not affected.