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BasisBoard Knowledge Base
BasisBoard Knowledge Base
Deep dive on functionality within the BasisBoard app!
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10 articles in this collection
Written by
Kevin Wu
and
Brian Means
Inbox: Set Office locations + UI refresh
Minor updates to make qualifying bids and emails in your inbox easier
Written by
Kevin Wu
Updated over a week ago
Better "Insights" Into Companies!
Find out how you can start to see greater data on each specific company like your hit rate and pending bids!
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Written by
Brian Means
Updated over a week ago
Creating rules for automation
Written by
Kevin Wu
Updated over a week ago
New Email Platform Sync Option
A quick guide on how to adjust your email sync options to All Platform Emails - Leave in Inbox
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Written by
Brian Means
Updated over a week ago
Email Sync
Sync emails directly from your inbox instead of relying on forwarding rules.
Written by
Kevin Wu
Updated over a week ago
Email Inbox Rule Functionality Walkthrough
A quick breakdown and video walkthrough to help guide you in creating curated rules for automated your Basis experience
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Written by
Brian Means
Updated over a week ago
Custom filters
Overview of how to use custom filters.
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
Written by
Kevin Wu
Updated over a week ago
Analytics Dashboard
Leveraging the data within your BasisBoard to make better estimating decisions.
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
Written by
Kevin Wu
Updated over a week ago