Basis Board Help Center
Group 65Go to basis
All Collections
BasisBoard Knowledge Base

BasisBoard Knowledge Base

Deep dive on functionality within the BasisBoard app!

Kevin Wu avatar
6 articles in this collection
Written by Kevin Wu

Creating rules for automation

Kevin Wu avatar
Written by Kevin Wu
Updated over a week ago

Email Sync

Sync emails directly from your inbox instead of relying on forwarding rules.
Kevin Wu avatar
Written by Kevin Wu
Updated over a week ago

Custom filters

Overview of how to use custom filters.
Kevin Wu avatar
Written by Kevin Wu
Updated over a week ago

Link the same bids from multiple GCs into one record

How to merge projects and addendums together when you receive multiple invites from different GCs
Kevin Wu avatar
Written by Kevin Wu
Updated over a week ago

Analytics Dashboard

Leveraging the data within your BasisBoard to make better estimating decisions.
Kevin Wu avatar
Written by Kevin Wu
Updated over a week ago

Importing BasisBoard calendar to external applications (Google Calendar, Microsoft Outlook, Apple Calendar)

Import your BasisBoard calendar to Outlook or Gmail
Kevin Wu avatar
Written by Kevin Wu
Updated over a week ago
Basis Board Help Center
Intercom We run on Intercom