Some Live Apps are simple, like @Poll or @Countdown. Others are designed to help you manage complex tasks, like @Kanban Board and @Project Tracker. All of them help you get done what you need to get done.
Live Apps let you bring the tools you use to manage your work into the documents where you actually do your work. No toggling tabs, no juggling logins, no bouncing between emails and chats and meetings while your real work is stuck on the backburner. With Live Apps, everything you need is always right there.
- How to use Live Apps
- All the apps, part one: The essentials
- All the apps, part two: Beyond Quip
- More third-party Live Apps
- Altify Relationship Map
- draw.io Diagram
- Marketing Cloud
- Box Files Viewer
- Even more Live Apps on the Salesforce AppExchange
- Building your own Live Apps
- Live Apps in context: Connecting tools to get things done
Live Apps are integrated into your documents as seamlessly as possible, so you can interact with them in all the ways you're used to. Comment on them, @mention people, documents, and dates in them, drag them around if you like. No matter how you use Quip, Live Apps are ready for you.
To insert a Live App in a document: Type @, and then start typing the name of the app. As with all things involving the @ key, it'll probably autocomplete to what you're looking for before you're done typing.
To add comments on a Live App: Click on the Live App and then click on the 💬comment icon over to the left. No surprises there.
To browse all of your Live Apps: Click on “Apps” over in the sidebar.
To install even more Live Apps: Click on any of the “Get More” links in the Apps browser. (We put a bunch of them there so they're easy to find. Enjoy!)
Limitations (kanban board, calendar, project tracker, process bar, poll): @mentioning other users in live app text fields is not currently supported. The @mentioned user name will display in the live app, but the name will always display with the “no access” symbol regardless of that user’s access to the document. The @mentioned user will not receive a Quip notification, even if he or she has access to the document.
If you're using Quip, you're probably already using a Live App or two—whether you know it or not. From the humble @Image to the completely boss @Project Tracker, every Quip site comes pre-loaded with a suite of apps to make your workday great.
Organize your work—or your whole team's work—with this intuitive system of cards and columns. Make a card for each of your tasks, then drag cards from column to column as you make progress on those tasks.
Alternatively, you can use the card-and-column system to split up tasks among your team. Or you can do something else entirely. It's a very flexible system.
Kanban boards are familiar to engineering and manufacturing teams around the world—but honestly, they're great for any kind of project management or cross-functional project tracking. Or even just for juggling your daily to-dos. Do what you want. Have fun. Get things done.
To insert a Kanban board in a doc, just type @kanban.
- You can @mention people, dates, and other documents in a card. It's a handy way to coordinate projects.
- Click the “+” in any column to make a new card.
- You can add more columns using the “Add Column” button.
- Feel free to rename the columns! Tailor the system to your needs.
Calendars! You know ’em, you love ’em, and you can put ’em in your Quip docs.
Plan out your next marketing campaign, keep those product sprints on track, and let everyone know when you're going to be OOO. And since this is Quip, you can comment on calendar events and get everyone on the same page about what's happening when.
To insert a calendar in a doc, just type @calendar.
- You can @mention people, dates, and other documents in a calendar event. It's a handy way to coordinate projects.
- To change an event's date, just drag it around to where you want it to be.
- To change the length of an event, drag it from the lower right-hand corner.
Note that Quip calendars don't have built-in syncing with third-party calendars like Google or iCal, but you can use Quip's API to build your own integrations.
A structured-but-flexible approach to project management—powerful enough for PMs, but simple enough to anyone to use. Divvy up tasks, set deadlines, track statuses, link to relevant documents, and have focused conversations about all that stuff, all in one place.
To insert a project tracker in a doc, just type @project tracker.
- Rearrange projects in your tracker by dragging the ⋮ icon on the left side each row.
- Add more columns if you need to. They can contain people, dates, statuses, files, or just plain text.
- Edit the status options in a project tracker by clicking in a status column. Add, rename, or remove statuses as you see fit.
Got a big launch coming up? Ramping up for a big event? Trying to hit big numbers before the end of the quarter? Whatever big thing you're working on, a big countdown clock will get your team hugely excited about it.
To insert a countdown clock in a doc, type @countdown.
Whether you're deciding which projects your team should take on next, or you're just trying to figure out what to order for lunch, the poll Live App has you covered.
To insert a poll in a doc, type @poll.
- Want to allow people to vote for more than one option? Click the “Poll” menu and select “Multiple Votes.”
- Need to add a little nuance to a poll? Toss a comment on there.
There's a process behind every project, and a process bar keeps everyone aware of where that project stands.
You can add as many steps as you like, of course.
To insert a process bar in a doc, type @process.
It's your classic to-do list, with some powerful new twists.
First off, checklists are deeply integrated into Quip's notification system:
- If you @mention a date in a checklist item, you'll be notified as the date approaches.
- If you @mention a date and a person in a checklist item, they'll be notified as the date approaches.
If the list item is checked off, of course, these notifications won't be sent out. No need to bug you about something you've already done.
Second, checklist items are draggable and sortable—you can order items alphabetically, by date, by people mentioned, or by checked/unchecked status. Feel free to organize your lists in the way that makes most sense to you.
To insert a checklist in a doc, type @checklist.
Spreadsheets are great, and docs are great, but if you've never put a spreadsheet IN a doc, you don't know what you're missing.
By combining the two formats, you can give context to the data you're sharing, which means anyone who's looking at your work can understand exactly what they're looking at. If you want to cut down on the emails in your life (and who doesn't?) this is a huge step you can take toward that goal.
It's worth noting that these aren't just basic tables—these are full-fledged spreadsheets, with all the same features as any other spreadsheet in Quip: Sorting, filtering, data validation, checkboxes, dropdowns, and over 400 functions you can apply to your data.
Possibly even cooler: You can pull data out of a spreadsheet and use it inline in a doc. This mean that if any numbers in your spreadsheet change, they'll change in your document, too. All you need to is type an equal sign anywhere in a doc, then click on the cell or cells you're interested in. You can even stick formulas right in the middle of a paragraph. Get as complex as you need to, or keep it as simple as you like.
Here's a quick example. Using techniques like this...
- Type = and click on a cell to insert the contents of that cell into your document.
- Type =CountA and then select a range of cells to count the number of cells
- Type =CountIf, select a range of cells, and specify the parameter you want to count
...you can use a spreadsheet to generate dynamic lists, like this one:
To insert a spreadsheet in a doc, type @spreadsheet.
It's easy to forget that an image is a Live App. After all, you can copy and paste (or drag and drop) just about any image into a Quip doc without ever typing the @ key.
That's not all you can do, though.
You can comment on specific parts of an image by clicking it, then clicking the comment bubble above it, then putting the bubble wherever you want it to go. It's a great way for designers and marketing teams to talk about mockups.
You can arrange an image side-by-side with text by simply dragging it next to the text you want it to appear next to. And you can change an image's width by dragging the handles on either side of an image.
You can also crop an image (using the cropping tool) or round its corners (by clicking on an image and then dragging the little blue dot in the upper left-hand corner).
To insert an image in a doc, type @image.
Sometimes you need multiple tools to get your work done. Luckily, Quip is a great tool belt. If you use Salesforce or Jira, for example, Live Apps make it possible to embed Salesforce records and Jira tickets right inside of your Quip docs. Better yet, you and your team can make edits, and those edits will automatically synchronize back to those services. This is dynamic, real-time stuff, folks.
Bring your Salesforce records directly into the collaborative world of Quip. View and edit live data right from your Quip docs—and sync everything back to the cloud in real-time.
You can insert a Salesforce record into a doc by typing @salesforce.
A few notes: The Salesforce Record Live App is installed by default, but needs to be configured by a Quip and Salesforce admin.
By default, the Salesforce Record Live App supports four types of standard objects: Accounts, Opportunities, Contacts, and Leads. Your installation can be customized to accommodate more of them, however—feel free to contact us for details.
Salesforce Record is only available for Quip for Salesforce accounts. If you're currently on a Quip Starter or Enterprise plan, talk to our sales team about upgrading.
Finally, the Salesforce Record Live App is one of many ways that Quip and Salesforce can share data with each other. No matter how you use the two services, there's an integration for you.
Bring Jira's powerful project management and tracking tools directly into Quip. View and edit projects in real time, in the docs where your team collaborates, from any device.
You can choose which fields you see and which you don't, so your team only has to deal with relevant stuff. You can combine the Jira Live Apps with other Live Apps in a single doc to bring new dimensions to your work—while keeping it all in one place.
Remember, you need to be an admin to install Jira for your organization. If you're not an admin, talk to your admin!
Want more Live Apps? Good, because third-party developers are busy making them and putting them on the Salesforce AppExchange. Partners like Lucidchart, Draw.io, Altify, and Vidyard have made it possible to:
- Draw charts and diagrams in your Quip docs
- Create org charts and relationship maps in your Quip docs
- Make and embed videos in your Quip docs
- And so, so, so much more.
You can find a complete selection of third-party apps over in the Salesforce AppExchange. Note that in order to install them for your organization, you'll need to be a Quip admin.
(If you're not a Quip admin, don't fret. You can still head to the AppExchange and put in a request for your admin to install a particular app. Just go to the app you're interested in and click the “Request” button 👍)
Let Altify help you navigate deals without ever leaving your Quip docs. Create org charts, visualize business connections, and track influence throughout the sales process. Learn more and get the app in the AppExchange.
Taskray was the original Salesforce-native project management solution, and now your Taskray projects can live right inside of your Quip docs. Share, track, and update them in real time, and in the context of your team's actual work. Learn more and get the app in the AppExchange.
draw.io's powerful graphing-and-drawing tool now has a home in your Quip docs. Chart complex processes and workflows for your team, plan out their projects with Gantt charts, and uncomplicate their lives with helpful infographics. Learn more and get the app in the AppExchange.
Flowcharts for your Quip docs! Lucidchart lets you collaborate with your team on workflows, wireframes, and business processes—all in real time, and all synced with your Lucidchart account. Learn more and get the app in the AppExchange.
Vidyard is the online video platform for business, and its Live App allows you to embed, create, and collect feedback on videos from within your Quip docs. Discuss them in context, optimize them, add commentary, and prepare them for distribution anywhere. Learn moreand get the app in the AppExchange.
Bring real-time Smartsheet dashboards and live reports into Quip docs—the context where they're most meaningful. See updates as soon as they happen, give your team visibility into your work, and get visibility into theirs. Learn more and get the app in the AppExchange.
Putting together contracts, disclosure forms, or other signable documents? Send them to any desktop or mobile device and get the signatures you need instantly and electronically—without ever leaving Quip. Learn more and get the app in the AppExchange.
You're already using Marketing Cloud to learn about your customers and engage them with awesome campaigns. With the Marketing Cloud Live App, you can bring all that work into Quip, where you team can keep up with it, talk about it, give feedback on it, and get the insights into their audience that they need. Learn more and get the app in the AppExchange.
Embed Box files and folders directly in your Quip docs. No, not just links—get full previews of images, PDFs, PPTs, and more. You can even search for Box files without leaving Quip. It's a heck of a thing. Learn more and get the app in the AppExchange.
Live Apps are built on an API that anyone can use, which means new ones are being built all the time. Check the Salesforce AppExchange periodically to see what's new, and discover new ways to get your work done.
Feeling inspired by all this? Want to create your own Live App? Go for it.
There's a Live Apps API you can use to make the widgets you want to see in the world. Whether you're looking to deeply integrate the services you use into your Quip docs, or you just want to build a simple sticky notes app, everything you need to get up and running is right here in the API documentation.
Note: You don't have to be an admin to build a Live App, but you do have to be an admin to make that app available to everyone else at your organization. So if you're making something for your whole team to use, get to know your admin! (Heck, get to know them anyway—they're probably really nice.)
Live Apps are powerful on their own, but they're even more powerful when they're used together in a single doc.
Embarking a big redesign of your product? Outline the process with a @Process Bar, assign tasks and set deadlines with a @Project Tracker, and give detailed feedback to the creative team directly on the @Images they upload.
Got a launch coming up? Split up the tasks with a @Kanban Board, use a @Checklist to track and report bugs, and slap a big @Countdown clock on the doc to get everyone stoked.
👇We've put together a bunch of examples of how to optimize your workflow using Live Apps—they're waiting for you in the “Apps” tab of your Quip sidebar. But don't stop there. With a little imagination, you'll find even more ways to get your team working faster, smarter, and happier together.
Tip: You can also view this article as a Quip doc, and even copy it to your Quip site, if you like.