00:00
/
00:00
Audio/video is not supported
Please TryRefresh
Play
Fullscreen
Click and hold to drag
Applicable scenario: Projects involving multiple teams.
Results: One platform to collate all relevant information, with multiple views focusing on different dimensions. Automatic notifications sent to members keep the whole team aligned.
🤩 Base helps you effectively oversee every aspect of the project and keep up-to-date with project progress!
I. Advantages
II. Description
🗂 Multiple tables: Break down projects into components
When a project involves multiple tasks and teams, you can create a table for each project component to manage information from different dimensions. All pertinent information is captured on a single platform where you can drill down on different aspects while keeping data organized and accessible at all times.
🗓 Multiple views: See details in different dimensions
- Grid view: Aggregates data in rows and columns. You can set field types for each column to ensure data is organized and standardized.
- Kanban view: Group and organize data by category; manage information from multiple angles such as task progress or owner; drag and drop to quickly update status; and monitor the progress of various tasks in real time
- Gantt view: Manage timelines, visually display task progress, drag to adjust task durations, and check the entire project schedule at a glance.
- Form view: A form for collecting information, you can edit the fields to be filled in and responses are automatically added to the table. It simplifies the process for members to submit information while minimizing entry errors.
📐 Grouping: Customize how content is displayed
Grouping allows you to quickly arrange and present information based on the conditions you set. When you have a large data set, you can use grouping to quickly divide up the information into levels to make the context clearer.
📥 Two-way link: View data across tables and sync updates
When there is related information scattered across multiple tables, you can use linked fields to aggregate them into one centralized table. Two-way links allow a table to be linked with another, so information can be synced and updated between them.
🤖 Advanced functions: Automate the sending of notifications
Writing progress reports slipping the minds of team members? Give them a friendly reminder by setting up an automated workflow to send out a notification automatically every week. You can customize the time and frequency of notifications and add a link, so that members can quickly find the right document to fill out.
III. Steps
Click the link to use the template
Change the filter or group conditions
- Change the grouping and filter in a view to see and present the information you need.
- To view filtered or grouped content in a new view, click Copy View.
- You can select different views to highlight different aspects of the project.
Adjust the task duration
- Adjust the start and end dates for tasks.
- In Gantt view, task start time can be set using a formula field.
Update linked data
- Double-click the name of the linked field to change the table to link to.
- Double-click a cell to add records you want to link to.
Share a form
- Find the form view Weekly report submission form, click Invite Respondents from the menu at the top of the screen, and turn on invite via link.
- Set the form sharing scope and copy the link, then send it to the members that need to fill it out.