Guided Tour | Quickbase

Welcome to the Quickbase Guided Tour
We're so glad you're here. During this tour, we'll show you how Quickbase helps:
Optimize and customize dashboard visibility
Fix workflow inefficiencies
Fill in your data gaps
Create seamless connections across your existing systems
Get information flowing smoothly and on schedule
Your time is valuable, so let's jump right into the tour. Click the arrow at the bottom right of the page to get started.

See every detail across your project portfolio
Help project managers:
Consolidate spreadsheets
Gain visibility into project statuses including areas for potential delays
Breakdown siloed workflows with centralized views across your entire project portfolio
Fast fact: Dashboards are role specific and completely customizable, so the right people are seeing the right information at exactly the right time!
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Executives gain visibility into the progress being made towards top-level business metrics.
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Line of Business Managers can manage productivity by knowing which projects teams are working on in real-time.
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Applications built on the platform are instantly available on mobile devices, keeping teams on track while they’re on the go.
Executives gain visibility into the progress being made towards top-level business metrics.
Line of Business Managers can manage productivity by knowing which projects teams are working on in real-time.
Applications built on the platform are instantly available on mobile devices, keeping teams on track while they’re on the go.

Connect all your data in minutes
Quickbase Pipelines are the fastest way to connect disparate systems.
Easily manage workflows across a broad ecosystem of software by leveraging an intuitive interface to map together different components of your business logic.
Orchestrate workflows across your apps and third-party tools using pre-built integration channels.
Leverage Quickbase's powerful and modern APIs to develop custom extensions the traditional way.
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Drag-and-drop workflow building allows the business users to streamline their operations without waiting for IT.
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A range of no-code integrations are available, as well as a robust RESTful API for pro developers.
Drag-and-drop workflow building allows the business users to streamline their operations without waiting for IT.
A range of no-code integrations are available, as well as a robust RESTful API for pro developers.

Control which people see what information
Quickbase’s governance tools enable you to manage users, roles, and permissions to ensure data integrity and security.
Fast fact: Administrative controls and permissions are updated in real-time, so urgent changes can be completed without causing delays or disruptions.
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Define custom roles so each user sees only the information that’s appropriate for them.
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Control data access with granular, field-level permissions.
Define custom roles so each user sees only the information that’s appropriate for them.
Control data access with granular, field-level permissions.

Control your data with confidence
Quickbase includes robust administrative controls to ensure compliance with your organization’s IT and data security policies. Our comprehensive regulatory program allows for secure integration with your existing systems.
Fast fact: Quickbase has earned some of the strictest compliance certifications and attestations, including SOC 1 / SOC2, HIPAA, EU-US Privacy Shield and DFARS.
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Platform activity is transparent to admins, including logins, data changes, and app changes.
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IT can easily set up Quickbase to integrate with an existing single sign-on system.
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Account administrators can control access through password and session settings, IP filtering, etc.
Platform activity is transparent to admins, including logins, data changes, and app changes.
IT can easily set up Quickbase to integrate with an existing single sign-on system.
Account administrators can control access through password and session settings, IP filtering, etc.

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