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Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how to view and update Salesforce records within Quip.
  • Explain the benefits of the Kanban Board Live App.
  • Plan and share work with the Calendar Live App.
  • Describe the Poll Live App and Jira Live App features.

Salesforce Record Live App

View and update Salesforce records inside a Quip document.

A Quip document with Salesforce opportunities inside the document

Kanban Board Live App

Organize work with your team by moving tasks, to-do items, and project cards between columns.

A Kanban view in Quip with a Kanban board with To Do, In Progress, and Done

Calendar Live App

Plan, visualize, and share work over time. Use the Calendar Live App to visualize a shared calendar and keep your team and projects aligned, so everyone knows what is happening and when.

A calendar inside a Quip document

Poll Live App

Weigh options and make decisions with your team. Embed a poll into a Quip document to survey your teammates or make a decision without calling a meeting.

A poll with three options within a Quip document

Jira Live App

Add your team’s live Jira data to Quip documents to view, update, and collaborate on your development projects in real time.

Picture shows Jira Live App allowing team’s live Jira data to be added to Quip documents to view, update, and collaborate on development projects in real time

Resources

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