Quickbase Features
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (6)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Definition
Identify human and material resources and assign them to projects and portfolios.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Leasing (5)
Vacancy Advertising
Manage rental vacancies and syndicate them to real estate listing services directly from the software.
Rental Applications
Customize rental application forms to share. Accept or reject applications with applicant dashboards.
Tenant Screening
Request screening of tenant credit, criminal, and eviction data. Accept or reject tenants according to score requirements.
Lease Templates
Create and customize lease templates and addenda to send to existing or current tenants.
Document Management
Store and access leases and other relevant real estate documents or integrate with enterprise content management software.
Building Operations (5)
Maintenance Service Requests
Coordinate emergency and preventative work orders, track maintenance requests, and manage vendor relationships.
Property Inspections
Use and configure inspection templates for recurring and on-demand inspections of property.
Service Portals
These are typically divided between owner portals and resident portals. Owner portals provide access to property financial information. Resident portals let tenants submit maintanance requests and payments.
Building Announcements
Distribute building notices or emergency updates to resident or team member emails or on the property website.
Resource Reservations
Allow your tenants to request access to conference rooms, elevators, loading docks and other shared resources online.
Accounting (5)
Property Accounting
Track tenant payment histories, manage accounts payable/receivable, and automatically reconcile bank accounts with built-in accounting features.
Online Payment
Accept rent and application fees online, including payments through credit card or check.
Company Financials
Monitor and report on key property and building financial metrics within the system.
Certificates of Insurance (COI)
Manage tenant and vendor COIs in a centralized database, and automate alerts and expiration notifications to ensure timely compliance.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.
Application Design (5)
UI Code Extending
Gives users the ability to edit or write custom HTML, Javascript or CSS code.
Programming Code Extending
Allows users to edit or write custom code with programming languages.
Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
Application Templates
Provides base-level application templates to build atop and which users can customize for specifc users and actions.
Workflows
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Data Control (6)
Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
Data Synchronization
Continuously updates data as users or external data sources are edited.
Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
Data Synchronization
Continuously updates data as users or external data sources are edited.
Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (6)
Application Deployment
Releases the application for access on desktop or mobile devices.
Platform Compatability
Lets users build cross-platform applications or provide specific templates for different device types.
Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Application Deployment
Releases the application for access on desktop or mobile devices.
Platform Compatibility
Lets users build cross-platform applications or provide specific templates for different device types.
Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
User Interface Design (4)
WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Portfolio Management (4)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Project Management (7)
Dependencies
Manage dependencies between projects from one or multiple portfolios.
Priorities
Assign priorities for projects that are part of portfolios.
Lean Management
Include lean project management features and best practices.
Task Management
Include features to create, assign, and manage tasks.
Planning
Deliver project plans that can be customized by users.
Visibility
Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources.
Visualizations
Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level.
Administration (9)
Application Deployment
Releases the application for access on desktop or mobile devices.
Native Deployment
Application hosting abilities are delivered directly by the product's vendor.
Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Access Control
Allows administrators to control access to updates, releases and changes.
Scalability
Provides features to allow scaling for large organizations.
Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Permissions
Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance.
Remote Work
Allow users to use the system online and on mobile devices.
Automation (6)
Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
Workflows
Provide standard workflows that can be used accross the company.
Customization
Allow administrators to configure workflows and processes.
Data repository
Deliver a single data repository for all project information.
Development (4)
Application Templates
Provides base-level application templates to build atop and which users can customize for specifc users and actions.
UI Code Extending
Gives users the ability to edit or write custom HTML, Javascript or CSS code.
WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
Collaborative Development
Share, review and develop web applications remotely between members of a collaborative team.
Task Management (6)
Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
Construction Estimating Tool Integration
Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.
Construction Workforce Management Tool Integration
Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.
Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (7)
Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
Field Collaboration
Enables and simplifies communication on the site and between the office and field.
Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
Field Reporting
Captures data from the site and generates reports on project progress.
Timesheets
Tracks timesheets and attendance of site crew memberes
Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
Dependencies
Define dependencies between tasks and the rules to manage them.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
Support multiple channels for internal and external communications.
Document Management
Allow users to share and collaborate on documents and files.
Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks.
Profitability
Monitor project proftability by team or department.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software.
Back Office
Provide integration with accounting software and ERP systems.
External data
Connect to external data sources such as databases or BI software.
Communication (5)
Chat
Provide live chat tools for instant messaging
Discussions
Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions
Feedback
Provide functionality to create and manage polls and surveys
Announcements
Manage news and announcements by company or department
Content & Documents (4)
File Sharing
Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users
Search
Help users find documents and other types of content
Versioning
Keep track of document versions and related changes
Controls (5)
Custom Views
Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them
User Management
Define and manage users access to documents and collaboration features
Calendars
Manage private and shared calendars and associated events
Public Sharing
Make project views available for the public.
Remote Collaboration (4)
Alignment
Align remote employees with their colleagues and external users
Accountability
Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely
Offline Mode
Users can work offline and changes are synced when they back online
Operations (8)
Tenant Portal
Provides a web-based or app-based portal for tenants to communicate with landlords/property managers, submit service tickets, and more.
Integration with Rental Payment Solution
Integrates with rental payment software to facilitate sending, receiving, and processing of rental payments.
Lease Application Management
Streamlines the generation, sharing, and processing lease applications within the core functionality of the property management solution.
Tenant Screening
Enables screening of tenants (e.g. background checks, eviction reports, credit checks, etc.) to assess and evaluate prospective tenants.
Amenity Management
Enables the provision and upkeep of amenities and tenant experience services.
Accounting Module
Provides landlords and property owners a financial management module to keep track of real estate accounting needs.
Maintenance Management
Simplifies the lifecycle of building service or work order requests, from submission to contracting to task completion.
Listing Syndication
Automates the distribution of available and/or vacant properties to real estate search engines and multiple listing services (MLS).
Functionality (6)
Ease of Use
Facilitates simpler user experience through syntax highlighting, shortcuts, completion aid automation, etc.
File Management
Manage individual software component files as a part of the greater overall project.
Customization
Allows users to modify interface (e.g., theme selection) and layout by personal preference.
Straight-Out-the-Box Functionality
Performs core functionalities without the need of immediate additional feature or add-on installations.
Help Guides
Supplies users with basic-to-intermediate guides regarding IDE functionality and use cases.
Patching & Updates
Downloads and installs updates automatically for product improvement and pace-keeping with programming language evolution.
Generative AI (8)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Strategy - Project and Portfolio Management (10)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Agentic AI - Low-Code Development Platforms (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - No-Code Development Platforms (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Generation and Interpretation - AI App Builder (3)
Prompt Understanding
Accurately interprets complex, multi-step natural language prompts to understand user intent.
Backend Logic Creation
Effectively builds the necessary backend workflows, processes, and database schemas from the prompt.
UI Generation
Generates a visually appealing, logical, and user-friendly interface based on the user's description.
Generated Application Quality - AI App Builder (4)
Scalability
The architecture of the generated application is sound and capable of scaling to meet business needs.
Out-of-the-Box Functionality
The generated application is functional and ready for use with minimal-to-no manual intervention.
Design Customization
Allows for easy modification and customization of the generated application's visual design and branding.
Data & API Integration
Provides robust and straightforward capabilities for connecting to external databases and third-party APIs.
Agentic AI - Project Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Property Management (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Technology Glossary Features
View definitions of the features and discover new technology terms.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.





