Are you also tired of manual tasks? Automation is fantastic when it comes to software. Today I want to show you Quabbly, an automation platform that can automate any type of task, a real time saver. Let’s check it out.
So this is the Quabbly platform and starting out on the dashboard here, this is still work in progress because I have created a dashboard here for project management and when I click on it, it’s completely empty. So the dashboard is not very useful at the moment. Now where I want to take you next is in the board section, because within the boards is where we really see the agility of Quabbly. Here you can build any type of board you can imagine, and then you can build different types of views depending on how it matches the boards the best possible way and, of course, how it works best for you. Now here I have four different boards and I want to show you the task management board.
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- Features of Quabbly
- Quabbly Pricing
- Alternatives to Quabbly
- Future of Quabbly
- Pros & Cons using Quabbly
- Last thoughts on Quabbly
Features of Quabbly
Within this, I have two boards, I have tasks and I have tasks done. If we go to the task board here, then you will see that I have one task at the moment, which is to set up WordPress. There’s no description and there’s no assignee at the moment. I set a start date and a deadline and this is used for the calendar view, which I’ll show you just in a moment. Moving further ahead, we have more different types of data points, and you can add as many data points as you want, because we all work differently and this is where the agility really comes in.
Now this is the default view, which is just a table view. We can also see it as a calendar view which you can see down here, I need to finish setting up WordPress. It is just very simple. You can see it on a weekly basis, a daily basis and monthly basis. Then we have the kanban view and here you can see that I can move this task from being new to being in progress, on hold, completed or cancelled.
These are the different stages and all of these stages you can edit within your board settings. Clicking on the three dots here, we can add more views. So the table view, calendar and kanban view we already have. But you can also add Gallery view, a map view if you’re working with addresses, a chart view, maybe to keep an eye on the performance of your projects. And then we have the folder view as well.
Very simple. In the folder view, you can just divide it into different folders. But I really like these three different types of views because then I feel like I have the overview. The kanban view is just for moving the task and to get an overview of how many tasks are in progress, how many are on hold and how many are to be done in theory. That is the simple way of creating these boards.
Now, if we want to create a new board over here, we can either choose to create it completely from scratch or we can choose one from the template hub. So, if I go to the template hub, you can see that they have a lot of different categories down here and under each category they have different types of templates. So if you just go to the all page here, you can see that they have so many types of templates that you can use. And just for instance, they have everything from an employment contract to an award-winning nomination form, podcast editorial Calendar and so much more. Let’s go with the podcast editorial calendar here and use this template.
We will create it as a new board, and then we will have it ready. So the template is built into the board. I will then go to it, and you can see we have on this board group, five different boards. We have the episodes, the transcriptions, the guests, sponsorships and ad formats. So let’s just go to the episodes.
Here again, you can see that we just have a table view and that makes a lot of sense, because within podcasts you just want a long list of the different episodes, so you can see it easily, and you can see the episode number, what season it is and so on. Over here on the menu we have all the other boards which are within this group. Now this is the basic functionality of Quabbly. Where Quabbly is very interesting is within the automation workflows. So if I go back to my boards here, and then I choose my project management board here again, the task management and I press task. Then here you can see that I have two workflows right now.
If I click on this existing then you can see that when a task is completed, something is going to happen. When I create a record in Trello, something is going to happen. So let’s try and edit this workflow with Trello. So what it says here is that every time I create a record within Quabbly then it will add a new card in Trello. So it will basically synchronise everything I do in Quabbly to Trello.
But right now, only if I add new cards. So you can see I have integrated my Trello account, added a new card, chosen my account and then down here you choose the board, the list and what name should be on this card, and then you press save workflow. Now this is running, so every time I create a new task here it will also be created in Trello. But now what when I move a task from to do into progress or on hold.
We would also like that to happen within Trello. So let’s see if that is possible. I will go to the new workflow, and then I will look for Trello here, If we scroll a little, it will come right there. So I’ll just create the workflow.
The trigger will be that a record is updated, and then we’ll continue to set up the action and in here we’ll search for Trello, and we will say move card to list. Again, I will choose my Trello account and now here you can see that the board is a platform. We choose the list, which is just a backlog, the card and destination list. See this is where I would like some more agility. So here I would like to say that every time I update a card in progress, it should also move to the list in progress within Trello.
I don’t want to say what specific card it should be because it should happen for all the cards, so it is completely synchronised. So, when I create a task in Trello or in Quabbly it is created in both places. When I move a task in Trello or in Quabbly has moved both places and when I update a task it has updated both places. That’s a small thing that would be really cool in order to really synchronise between these. But this is just one example.
You can, of course, also send out emails. Let’s say that you’re working again on a client project and every time a feature is done the client wants to know that the feature is done, so they can test it themselves. Then you can go in here, build a workflow and say every time a task is moved to done, then send out an email to this client telling them that this specific feature is done. And that is what Quabbly is all about. And now I’ve just talked about examples within project management, but it can also be within restaurants or within orders if you take from a webshop.
Or let’s say that you have a form because within Quabbly you can also build forms. So over here on the right we have the form button. We can then generate a form and let’s make it a modern form, and then you can see that we have all the fields here, we’ll just make them visible. Then we’ll give the form a name and now the form is ready. So if I go to the next step, we can enter a message if we want, and we can also set an expiry date for this specific form.
Then we can choose to customise the form if we want to. But in this case, I will not do it and then create the form. So here we have a link to the form. So this is great. If you want your client to create the task for you, but you don’t want them to be within the Quabbly universe, then you can create a form here and then your client can then go in and say okay, the title should be set up WordPress and go to the next step description.
Again I’ll just write WordPress. The next step is to set a start date. It should happen on the 22nd. The deadline for this is 28.
The budget required is a no, next step in the budget. I will not fill out any document. The status is new, and then we go to submit this form. So right now the form has been submitted. So if I go back into Quabbly here, and I refresh, myself, then you can see that there are now two tasks here to fill out.
That is again a really great feature because this is already part of starting the Shareable public boards to make it easy for clients or external partners to fill in information for you. And again, if I press calendar, you can see that the task is down here in the kanban view. It is right now, new, I can move it to progress and so on. So that is the overall platform of Quabbly. It is not as advanced as you think it might be.
It’s really easy to use when you get started. So jump in, start a free trial and then try and create a board. Try and create a workflow for the board and then just work your way through it, because then it will make it really easy for you and you will save a lot of time.
Quabbly has three plans, and they do also have a free plan where you can test out Quabbly. All of these three plans, differ on the number of features you get, the number of users and the number of boards. So before you dive into a paid plan, try out the free plan to see whether it’s for you or not because you do get a lot of functionality with Quabbly, but it can be a little difficult to figure out.
Alternatives to Quabbly
Now the alternative to Quabbly, as I see it, is Airtable and ClickUp. Some might say that Zapier is an alternative, but I feel that Quabbly is a bit above Zapier because they have the board functionality. So, with these boards you can attach forms to fill out information on the boards.
But you can also use the boards to send information to other platforms or receive information from other platforms on the board. And this is where it lifts above Zapier, because Zapier is just a platform where they receive data, and they send that data to a third platform. With Airtable, it is very much the same. I have not been able to use Airtable that much yet, but they are very close to Quabbly. Where we also have all of these tables, we can work with, we can import data, and we can export data to a third party platform.
But Quabbly is cheaper than all of these alternatives. And just the part that you can start with a free plan is a huge benefit, because then you can really test it out to figure out whether Quabbly is for you or not.
Future of Quabbly
Now as you have seen, Quabbly is still a bit buggy and that’s because it’s not such a mature product yet. So that means that they’re still working a lot on stabilising the entire platform and stabilising the features that they have already built. But looking further into the future then they are working on adding more integrations to social media platforms, email systems and a lot more because that’s what Quabbly is about. It’s about integrating to as many platforms as possible, so we can automate these manual processes.
Then they are working on enhancing the dashboard with more graphs and more functionality, so we can get an entire overview of all of our boards and maybe see how the performance is going from the individuals and even with the project itself. Last but not least they’re working on public shareable boards. This will make it possible for third party users who are not part of Quabbly to see your boards and possibly fill out information. Let’s say that you have a project you’re building for a client then the client would be able to follow your progress in the board without they have to sign up for Quabbly or you have to invite them within Quabbly that’s a really nice feature to have.
Pros & Cons using Quabbly
What I really like about Quabbly is that it’s so feature packed you get a lot of integrations, and then it’s just so agile. However, I really want them to fix all the bugs, stabilise the platform, so it’s not so slow to load data and then take a look at the UX because right now it’s not so easy to use, and we’re really missing help texts.
Last thoughts on Quabbly
Quabbly makes it possible to automate so many types of manual processes. It is a real time saver, but they still have a long way to go and, therefore, I want to give Quabbly three and a half stars. It does have great potential.