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Fundamental Training Series

A solid understanding of the features and functions of the Quick Base platform will result in more effective applications to automate your organization's workflows. This series is designed for new or experienced App builders looking to develop a solid understanding of core Quick Base features and functionality.

In this series, learn to:

  • Apply best practices to effectively plan and build your  App
  • Leverage relationships to reduce duplicate data entry
  • Create forms to easily capture data
  • Produce reports and dashboard to meet business needs
  • Protect data using roles and permissions
  • Improve team communication using custom notifications 

We recommend you complete the Orientation training series first.

 A Quick Base account is required to register for these courses

Click the "Learn more" button to the right of the topic video for additional details

FF02: Quick Base and Database Basics (4:00)
FF02: Quick Base and Database Basics (4:00)
This review of fundamental database topics will help you understand how Quick Base can streamline and optimize your organization's data.
FREE
FF15: Exploring an Exchange App (20:22)
FF15: Exploring an Exchange App (20:22)
Download and explore a project management app from the QuickBase App Exchange.
FREE
DataFundamental TrainingExchangeReportsProject ManagementDownload
FF05: Building an App - Start with Tables and Fields (12:00)
FF05: Building an App - Start with Tables and Fields (12:00)
This course will help you build an app from scratch.
FREE
CreateFundamental TrainingFieldsFrom scratchBuild an AppTableseLearningBuilding an App
FF06: Building an App - Adding Relationships (28:00)
FF06: Building an App - Adding Relationships (28:00)
Creating relationships between tables is the most efficient way to manage and report on your data.
FREE
Fundamental TrainingRelationshipRelationshipsFieldsTablesLookup FieldsSummary FieldsReference Fields
FF16: Many-to-Many Relationships (8:29)
FF16: Many-to-Many Relationships (8:29)
Creating relationships among three tables allows efficient sharing and reporting of data.
FREE
GliffyFundamental TrainingDiagramWorkflowTablesMany to Many
FF17: Creating a Snapshot of Data (5:17)
FF17: Creating a Snapshot of Data (5:17)
FREE
Fundamental TrainingSnapshot
FF07: Building User Friendly Forms (41:25)
FF07: Building User Friendly Forms (41:25)
Customizing your data entry forms will enhance your end user experience and drive the success of your app.
FREE
FormFundamental TrainingLayoutUXUser ExperienceCustomizeData CollectionFormsData Input
FF08: Distributing Data with Reports (37:37)
FF08: Distributing Data with Reports (37:37)
Leverage the many reporting features to deliver the right data to the right users.
FREE
Fundamental TrainingReportingReportsCharts
FF09: Customizing Application and Table Home Pages (24:43)
FF09: Customizing Application and Table Home Pages (24:43)
Create dynamic and engaging home pages for your app and individual tables.
FREE
Fundamental TrainingTablesHome PageCustomizeReports
FF10: Controlling Data with Roles and Permissions (30:25)
FF10: Controlling Data with Roles and Permissions (30:25)
Leverage roles to control the level of access a user has to information in an application.
FREE
Fundamental TrainingAccessRoles
FF11: Email Notifications, Reminders and Subscriptions (15:57)
FF11: Email Notifications, Reminders and Subscriptions (15:57)
Keep your end users engaged and up to date with timely notifications and reminders.
FREE
AutomatedFundamental TrainingWorkflowAutomaticEmailNotificationReminder
FF12: Managing Your Apps and Getting Help (13:40)
FF12: Managing Your Apps and Getting Help (13:40)
The application manager has administrative rights to control the application.
FREE
Fundamental TrainingManage ApplicationManage App