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Quickbase

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37 views13 pages

Quickbase

Uploaded by

suhelahmed0990
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Bangalore Institute of Technology

K.R. Road, V.V. Pura, Bengaluru.-560004.


Department of Computer Science & Engineering
2024-25

“QuickBase as an Agile Tool”


Presentation by:

1BI22CS167
Suhel Ahmed

Under the Guidance of


Prof. Geetha B S
Department of CSE, BIT
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering

INTRODUCTION

Quickbase is a no-code/low-code platform designed to help teams build and manage custom
applications, automate workflows, and streamline processes without requiring extensive
technical expertise. It empowers organizations to create tailored solutions for their unique
business needs, enabling greater flexibility and efficiency. With its intuitive drag-and-drop
interface, real-time collaboration features, and seamless integrations with popular tools,
Quickbase is ideal for teams looking to accelerate project delivery and adapt quickly to
changing requirements.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering
Why Choose Quickbase?
•No-Code/Low-Code Development:Enables non-technical users to build custom
applications effortlessly.

•Customizability:Allows teams to tailor applications to meet specific business needs.

•Scalability:Suitable for small teams, growing businesses, and enterprise-level operations.

•Automation:Streamlines repetitive tasks with powerful workflow automation.

•Collaboration:Facilitates real-time data sharing and team collaboration.

•Security:Ensures enterprise-grade security for sensitive data and compliance.


Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering
WORKING
1. Project Setup:Start by creating a new app or selecting a pre-built template in Quickbase.

2. Data Management:Import data from existing files, databases, or tools like Excel.
• Organize data into tables, defining relationships between them for better analysis.

3. Workflow Automation:Set up automated workflows to handle repetitive tasks, such as


sending reminders or updating statuses.

4. Visualization and Reporting:Create custom dashboards to display key metrics, project


progress, or task statuses.
• Use charts, graphs, and tables to visualize data in real time.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering
WORKING
5. Collaboration:Share apps with team members, assigning roles and permissions based on
their responsibilities.

6. Integration:Connect Quickbase to other tools like Slack, Salesforce, or Google


Workspace for seamless data sharing and enhanced functionality.

7. Monitoring and Iteration:Monitor app usage and performance with built-in analytics.
•Continuously improve and scale your app as project requirements evolve.time
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering
Setting Up an Agile Board in Quickbase
1. Create an App: Example: “Agile Sprint Management.”
2. Define Tables (Lists):Add workflow stages such as Backlog, Sprint Backlog, In
Progress, Code Review, Testing, and Done.
3. Add Tasks (Cards):Create tasks with details like descriptions, assignees, deadlines, and
priority levels.
4. Customize Fields (Tags):Add custom fields for task prioritization (e.g., High, Medium,
Low)
5. Integrations: Connect Quickbase with tools like Slack, Google Drive, Jira, or Microsoft
Teams to streamline collaboration and enhance functionality.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering
WORK FLOW STAGES
1. Backlog:
•Repository for all tasks, ideas, and user stories.
•Regularly reviewed and prioritized for future sprints.

2. Sprint Backlog:
•Subset of the backlog selected for the current sprint.
•Focuses on tasks planned for completion within the sprint timeframe.

3.To Do:
•Tasks that are ready to be started.
•Assigned to team members with clear deadlines and descriptions.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering

WORK FLOW STAGES


4.Progress:
•Tasks actively being worked on by team members.
•Indicates tasks have moved from planning to execution.

5.Testing:
•Tasks undergoing quality assurance, user acceptance testing, or performance testing.
•Ensures the work meets predefined standards and requirements.

6.Done:
•Completed tasks that meet the definition of done (DoD).
•Marks the final stage in the workflow for successful delivery.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering
Benefits of Quickbase for Agile Teams
• Custom Workflows: Set up workflows that fit your team's Agile style, like Scrum or
Kanban.

• All Data in One Place: Keep all project information organized and easy to find.

• Team Collaboration: Work together with real-time updates, comments, and


notifications.

• Save Time with Automation: Automate repetitive tasks like reminders and status
updates.

• Track Progress Easily: Use dashboards and reports to see how tasks and projects are
going.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering

Tips for Maximizing Quickbse in Agile

• Start with a Clear Structure:Plan your app by defining tables, fields, and relationships
that match your Agile framework

• Automate Workflows:Set up automations to handle repetitive tasks like status updates,


reminders, or notifications to save time.

• Integrate with Other Tools:Connect Quickbase to tools like Slack, Jira, or Microsoft
Teams for seamless communication and task updates.

• Customize for Your Team's Needs:Add custom fields, tags, or filters to prioritize tasks
and organize them effectively.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering

EXAMPLES

• Project Management:A team uses Quickbase to track project progress, assign tasks, set
deadlines, and communicate with team members

• Customer Relationship Management (CRM):A sales team uses Quickbase to track


leads, customer communications, and sales performance

• Help Desk / Ticketing System:A customer support team uses Quickbase to manage
support tickets from submission to resolution

• Event Management:An event planning company uses Quickbase to manage all aspects
of an event, including venue booking, guest lists, schedules, and budgeting
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering

CHALLENGES AND SOLUTIONS

• Challenge: Overwhelming Task Lists


Solution: Use categories or priority labels (e.g., Urgent, High, Medium, Low) to
organize tasks and set up custom views for different team members.
• Challenge: Data Entry Inconsistencies
Solution: Set validation rules and use dropdowns or radio buttons to limit user input to
predefined options.
• Challenge: Difficulty Integrating with Other Tools
Solution: Leverage Quickbase's built-in integrations or use the API to connect with
external systems like CRM or accounting tools.
Bangalore Institute of
K.R. Road, V.V. Pura, Bengaluru.-560004.
Technology
Department of Computer Science &
Engineering

CONCLUSION

•Key Takeaways:
• Quickbase is a versatile no-code platform that empowers teams to automate
workflows, streamline data management, and drive efficiency across various business
processes.
• Its customizable features, integration capabilities, and real-time collaboration tools
make it ideal for businesses of all sizes, enabling smarter decision-making and
improved team productivity.
•Call to Action:
• Start using Quickbase today to simplify your processes, enhance team collaboration,
and unlock the full potential of your data-driven workflows.

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