Quick Base is great!! Easy to use and easily customizable. I also love the QB University, filled with courses to help me progress personally.
April 15, 2020
Quick Base is great!! Easy to use and easily customizable. I also love the QB University, filled with courses to help me progress personally.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Quick Base
Our department uses QB. We use it to generate file numbers, and to keep track of timelines and stats. We also assign those files to various team members and then we use QB to make sure those assignments are equitable across
the whole team. We upload documents too.
the whole team. We upload documents too.
- Generate file numbers.
- Upload docs.
- Customizable.
- I'd like to be able to customize just a few files instead of our entire catalog of many thousands of files. Instead, when you add a field or delete one, it gets added or deleted from all files.
- The drop-down menu lists do not appear alphabetically. That means each time you have to run your eye up and down and all around till you finally find the one you want. Slows everything down. Also, the names on our drop-down menus change from time to time but you can never delete one since that will delete that name from older files as well. Eventually this will become totally unwieldy.
Honestly, it hasn't changed that much since I started 2 years ago, or only a bit. It suits our needs for the moment and does what it's been designed to do, very well.
I used Solcase in the UK and loved it because for each case, there was a history "page" and a "to do" page, which also appeared as a Master ToDo List with everything needing done for every single case, which kept us all on track and no case was dropped. Items were green, till the due date passed, then they were yellow for two further days and then red if late. We tried never to go red! Once you selected something from the ToDo List and did it, it would then appear on the
History List. While you were working on it, it was unselectable by anyone else, so duplication of work was eliminated. If you couldn't finish it, you could customize it to say "am in the middle of this - waiting for approval" or "will finish after lunch" or similar so everyone knew what was what with any particular file. We rarely missed a deadline. All our regular deadlines were programmed in, but you could also add manually where necessary. Not sure this would even work for our Canadian firm since we have so many files. I think QB is a better fit for us. But I miss pop-up reminders.
History List. While you were working on it, it was unselectable by anyone else, so duplication of work was eliminated. If you couldn't finish it, you could customize it to say "am in the middle of this - waiting for approval" or "will finish after lunch" or similar so everyone knew what was what with any particular file. We rarely missed a deadline. All our regular deadlines were programmed in, but you could also add manually where necessary. Not sure this would even work for our Canadian firm since we have so many files. I think QB is a better fit for us. But I miss pop-up reminders.
- Improving our ability to drive insights from our data
- Improving collaboration across one or more teams
- Building and deploying an application (or multiple applications) that meets our exact needs
We regularly generate reports and this helps our management team and board members see at a glance how we're doing. Every team member can see the most up-to-date information about any particular file. We have created several apps for different sets of files.
We have updated applications many times as new regulations come into play. This is quick and easy and is pretty much
instantaneous. Just add a field and it appears on every single file. We leave that field blank on older files and fill it in where required for newer files. Also, for important fields, we can’t close out of the file until we have filled them in because a pop-up appears which is helpful.
instantaneous. Just add a field and it appears on every single file. We leave that field blank on older files and fill it in where required for newer files. Also, for important fields, we can’t close out of the file until we have filled them in because a pop-up appears which is helpful.