QuickBase Features

QuickBase offers the flexibility, speed and power today's dynamic business teams demand. You get your team going in minutes, not months, with our no-hassle Web interface. And QuickBase grows with your team - you can add more users or capacity whenever needed.

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Simple Start Application Wizard

Whether you use one of our application templates to get a head start or start from scratch and create a completely unique solution, QuickBase guides you through the process so can get your own QuickBase up and running in hours.

Pre-built application templates

Choose your solution from our library of workgroup applications including Project Management, Sales and Customer Management and many more. Plus 100’s of applications customized and submitted by users for users.

Create from scratch

If you don’t see exactly what you need, you can create your own unique solution from scratch.

Point-and-Click Builder Mode

QuickBase never forces you to change your process to match our solutions. Once you’ve selected an application you can truly make it right-for-you without having to know or learn a programming language.

Point-and-click customization

You have complete control over the information you want to track. For example, you can easily change "customers" to "clients" or "priority" to "impact" in order to put your information in terms your team can understand. In addition, you can even change the way you enter and view data, specifying what information you can see and what you can do with it.

Custom forms

Specify the fields to show or change the layout to create custom forms to edit or display your information. In addition, QuickBase allows you to create different forms for different roles and embed related information

Form rules

You can create define actions using simple text-based rules based on user input. For example, if a user changes the status of a task to "Completed", you can have QuickBase automatically enter the current date in the “Date Completed” field.

Personalized dashboards

With QuickBase you can create customized dashboards for your users, including personalized views of the information important to them, buttons to get them going to the right place fast, and information to guide them on what to do or what’s new.

Interactive Report

Add interactive tables, timelines, charts, calendars, and more. You can display your data the way you want and interact with your data right through your reports.

Grid Edit™

Grid Edit allows spreadsheet-like editing within a QuickBase application, allowing you to easily edit multiple QuickBase records at once using familiar spreadsheet commands such as cut, paste and fill down.

Cross tabular reports

Quickly aggregate and restructure data for easier analysis using cross tabular reports. With crosstab reports you can group data by rows and columns and rollup any number of numeric values.

Charts

QuickBase provides a variety of chart types that you can choose from, including bar, line and pie charts. Dynamic charts allow you to hover your mouse over the chart elements to display the exact values or click to drill-down to related information.

Timelines

Timeline views provide a graphical representation of QuickBase records in relation to time, enabling you to visually communicate a project plan to your team, and keep track of major milestones.

Calendars

You can display your QuickBase in a Calendar report where you can instantly see the timing of all your tasks and how they fit together in the schedule.

Proactive Alerts and Notifications

Set up automatic notices whenever something important changes. No more chasing down information. You can even have your application proactively send out e-mails directly to users to keep them informed or remind them of upcoming tasks.

Record change notifications

QuickBase can automatically send out e-mails to notify one or all of your users when information in a record has changed, or when a record's been added or deleted—or all of the above.

Report subscriptions

You can automatically e-mail a report to users on a periodic (daily, weekly, or monthly) basis. For example, you can create a subscription of the monthly sales report to automatically send to senior management, or send a list of all open tasks to your project team before the weekly status meeting.

Reminders

Remind your team of important deadlines with QuickBase reminders. QuickBase can automatically send an e-mail reminder to you or any QuickBase user to warn that an important date is approaching.

User Management Dashboard

Whether you work with a small or large team, QuickBase provides all the tools that you need to add users to your application and control their access.

Quick share

Sharing your application with anyone is as easy as emailing a friend. Simply type in the e-mail addresses of individuals you'd like to invite, select a role for the user(s) and QuickBase automatically sends out an email invitation.

Roles

You control access to your application and information by assigning a role to a user. QuickBase roles determine what the user can see or do within your application.

Groups

You can save time when managing large groups of user by creating a QuickBase group. QuickBase groups are a collection of similar users combined together to grant application access or special permission rights to all members at once.

Software-As-A-Service Delivery Model

With QuickBase there's never any hardware to buy or software to download and install. All that’s needed to access your QuickBase applications anytime, anywhere is an internet connection and a browser.

No software to install

Anytime, anywhere access

You control access to your application and information by assigning a role to a user. QuickBase roles determine what the user can see or do within your application.