Edit Aprimo data at the speed of a spreadsheet
QuickBoards put your Activity, Project, Task, asset, and spend records into one fast, editable grid. Make inline edits across hundreds of records, build your own shared views, and let stoplighting surface what needs attention. Every change writes straight back to Aprimo.
Available across Aprimo DAM, Productivity, and Spend. Built by Solutions Plus.
This grid is real. Click any cell and edit it.
Change a priority and watch the stoplight react. Reassign a business unit. Switch views to refilter and re-sort. Click a column header to sort. This is exactly how QuickBoards feel inside Aprimo.
Tip: click a priority or business unit chip to change it, double-handling not required. Click a column header to sort. Every edit shows a write-back confirmation, just like the real product.
Hundreds of clicks per day, gone
QuickBoards replace the open-record, edit, save, go-back loop with direct inline editing across every row you can see.
Edit inline, save hundreds of clicks
Update statuses, dates, owners, and metadata directly in the grid across many records at once. No opening each record one by one.
Your own shared views
Combine Activity, Project, and Task data, then save custom views with complex filtering, multi-level sort, freeze columns, and drag-and-drop layout.
Stoplighting that surfaces priorities
Conditional formatting colors rows and cells by your rules, so overdue, at-risk, and high-priority work stands out the moment the board loads.
QuickBoards for every corner of Aprimo
Each board is a template tuned to a part of the platform. Mix and match as many as your team needs.
Productivity QuickBoards
Manage Activity, Project, and Task statuses and fields in one grid, with quick reassignment and close-task actions.
- Inline status and date edits
- Reassign and close tasks in place
- Hyperlinks back to each Aprimo record
DAM QuickBoards
Edit asset metadata in bulk across a DAM Collection or basket, with inline previews you can enlarge and download.
- Bulk-edit metadata across a collection
- Rich field types, including HTML fields
- Preview, enlarge, and download assets
Spend QuickBoards
Edit financials across Activities and Expenses, including month-by-month forecasts in a familiar spreadsheet layout.
- Edit budgets and forecasts inline
- Roll up totals by activity and period
- Familiar Spend Central style grid
Every shortcut you wish Aprimo had, in one grid
Multi-level sort
Quick click to sort, shift-click to add secondary and tertiary sort levels, then clear in one tap.
Complex filtering
Stack filters across any column to zero in on exactly the records you need, then clear them instantly.
Freeze and reorder columns
Pin key columns, drag to reorder, and pick exactly which fields appear in each view.
Tabs for new views
Create and share saved views as tabs, each with its own columns, filters, and sort order.
Hyperlinks back to Aprimo
Jump from any row straight to the underlying Activity, Project, or asset record in Aprimo.
Secure and in-platform
Edits write live to Aprimo over OAuth. No customer data rests outside your environment.
Do more, faster, in the Aprimo you already use
See your own data in QuickBoards
Solutions Plus configures QuickBoards to your fields, views, and stoplight rules, built in a sandbox for your review before going live.