New Funtionality

Quick Base improvements...Visio style reports & Automations

I don't usually comment on new features and functions in Quick Base as they send out a monthly newsletter, however there are two recent features that are VERY HELPFUL.  Anyone using any tables that use a STATUS (or other pick list) that is updated over time, you should have a play with the new "Visio" style reports (Kanban) that are now available.

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For example a project with tasks that go from not started, in progress, complete, on-hold etc. work very nicely and are much easier to visualise and execute progress for the end user.

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And then in the report itself tick the tickbox to allow manual sorting

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Secondly, the automation functionality is very powerful for saving your users time and clicks when one event always makes other events happen.  For example, every new project has 3-4 tasks...when you make a project complete, all the tasks should be marked complete...if you cancel X some other record Y should be deleted or modified etc.

If you have questions or think these things may be helpful, have a go or give me a call and we can discuss your use case and how to utilise these great new features that Quick Base has rolled out.