One of the most requested features has finally arrived to BasisBoard! We've heard from Chief Estimators and Bid Coordinators about the pain of going through and organizing bid invites one...by...one.
To give our customers a faster ways to qualify and manage bid invites in your bid board, we've launched a new and improved List View. Now, in BasisBoard you have the ability to edit multiple rows displayed in the List View at the same time. Additionally, you'll be able to edit data about your projects in-line, without leaving the page!
Key Takeaways
- BasisBoard launches improved List View solving pain of organizing bid invites one-by-one for estimators and coordinators.
- Enables editing multiple rows simultaneously and in-line data editing without leaving page for faster management.
- Inline editing updates bid details like due dates directly in list view without navigation.
- Bulk updates eliminate manual cleanup: delete, archive, update multiple projects with one click.
- Enhanced filtering provides quick search and automatic archiving of outdated projects to declutter boards.
Try out the new and improved List View:
Starting today, you’ll see major visual and functional changes to List View for bids that let you:
Edit and change bid invite information like due dates inline Update information in bulk to eliminate redundant data clean up Filter by project name for quick searches Automatically archive outdated and past due projects to declutter your bid board
Inline Editing
Now, it's even easier to update information about your projects. Edit any bid detail without having to leave the list view.
Bulk Updates
With bulk updates, say goodbye to manually cleaning up each individual bid invite one by one. Just check the relevant projects and you'll be able to delete, archive, or update information all in one click.
Project Filtering
Quickly search for projects in your bid board with our new and improved project filter.
Read more about Basis Board on our blog.