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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

Introduction to Fundamental Training  (4:13)
Introduction to Fundamental Training (4:13)
This course provides an overview of the topics covered in the Fundamental training series.
FREE
Fundamental Training
What Is Quick Base? (5:08)
What Is Quick Base? (5:08)
A brief introduction to the QuickBase App development platform.
FREE
Fundamental TrainingWhat is QuickBaseQuick BaseQuickBase
Exploring an Exchange App (20:22)
Exploring an Exchange App (20:22)
Download and explore a project management app from the QuickBase App Exchange.
FREE
ReportsExchangeFundamental TrainingDownloadProject ManagementData
Model/Diagram Your App (30:49)
Model/Diagram Your App (30:49)
Your first step in creating a custom app is modeling how the app is structured.
FREE
FieldsRelationshipsWorkflowModelDiagramFundamental TrainingPlanningGliffyRecordsDrawing
Build an app (25:16)
Build an app (25:16)
This course walks you through the process of building an app.
FREE
TablesFieldsFundamental TrainingCreatePropertiesRecordsBuild an AppBuild
Relationships: When to Use, How to Build (45:53)
Relationships: When to Use, How to Build (45:53)
Creating relationships between tables is the most efficient way to manage and report on your data.
FREE
RelationshipsFundamental TrainingEmbedded ReportsOne to ManyMany to ManySummary ReportReference Fields
Many-to-Many Relationships (8:29)
Many-to-Many Relationships (8:29)
Creating relationships among three tables allows efficient sharing and reporting of data.
FREE
TablesWorkflowDiagramFundamental TrainingGliffyMany to Many
Creating a Snapshot of Data (5:17)
Creating a Snapshot of Data (5:17)
FREE
Fundamental TrainingSnapshot
Building User Friendly Forms (41:25)
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
FormsCustomizeFundamental TrainingFormData CollectionData InputUser ExperienceUXLayout
Reporting (37:37)
Reporting (37:37)
Leverage the many reporting features to deliver the right data to the right users.
FREE
ReportsFundamental TrainingChartsReporting
Application and Table Home Pages (24:43)
Application and Table Home Pages (24:43)
Create dynamic and engaging home pages for your app and individual tables.
FREE
TablesReportsCustomizeFundamental TrainingHome Page
Roles and Permissions (30:25)
Roles and Permissions (30:25)
Leverage roles to control the level of access a user has to information in an application.
FREE
Fundamental TrainingRolesAccess
Email Notifications, Reminders and Subscriptions (15:57)
Email Notifications, Reminders and Subscriptions (15:57)
Keep your end users engaged and up to date with timely notifications and reminders.
FREE
WorkflowFundamental TrainingReminderNotificationEmailAutomaticAutomated
Managing Your Apps and Getting Help (13:40)
Managing Your Apps and Getting Help (13:40)
The application manager has administrative rights to control the application.
FREE
Fundamental TrainingManage AppManage Application