Welcome to the Quip Learning Path!

This learning path is designed to guide you through the basics of Quip. This multi-part video series covers everything you need to know to successfully get started and expand your Quip knowledge.

Welcome to Quip!

Length: 4 minutes

Whether you’re new to Quip or looking to uncover new functionality, this video sets the framework for jumping in successfully. This video covers Quip’s intrinsic values, navigating the Sidebar, and creating new assets. Start using Quip with confidence.

Document Basics

Length: 3 minutes

This video shows document functionality in action. You will learn document formatting, the @ key, and real-time collaboration. If you are ready to start implementing Work Anywhere’s unique functionality in your documents, then this lesson is for you.

Effective Collaboration

Length: 2 minutes

In this video, you will learn how to collaborate with colleagues in Quip through Comments and the Conversation Pane. Collaboration doesn’t just mean discussion, you can also track edits, attach files, and use Emojis. Start collaborating with Quip!

Resources: Salesforce Anywhere (Quip) Chatrooms

Live Apps

Length: 4 minutes

This video gives you a look into what Live Apps are and how they can help you manage your projects. You will learn about the three most commonly used Live Apps in Quip the Project Tracker, Kanban Board, and Process Bar. Start using Quip to manage your projects more collaboratively. 

Resources: Relationship Map Live App

Intro to Spreadsheets

Length: 5 minutes

This video will help you to become a better spreadsheet collaborator. You will learn about fundamental spreadsheet functionality, locking cells, cell inserts, and embedded spreadsheets. If you are looking to improve your spreadsheets or begin collaborating better on existing spreadsheets, then this video is for you!

Resources: Filtering Spreadsheet Data, Data Referencing in Salesforce Anywhere (including Quip) and Salesforce Anywhere (Quip) Formulas and Functions

Sharing Basics

Length: 4 minutes

Quip is all about working with others, which you can’t do without sharing your documents! In this video, you will learn about the four access levels, sharing with folders, and link sharing. If you want to start working with others on projects, then this video is a must!

Resources: Share Documents and folders in Salesforce Anywhere (including Quip), Share Documents and Folders in Salesforce Anywhere (Quip)

Notifications

Length: 3 minutes

Notifications, when customized to meet your preferences, ensure you never miss anything important. In this video, you will learn about Work Anywhere’s notification types, how to customize and set up per document notifications. 

Resources: All About Salesforce Anywhere (Quip) Notifications

Staying Organized

Length: 3 minutes

Organization isn’t glamorous but is vital to help you save time. In this video, you will learn about Folders, Favorites, and Collections. Don’t wait to start organizing until it’s too late! Get started early and establish a home for all of your important documents.

Resources: Using favorites and collections in Salesforce Anywhere (including Quip), Templates and Folders, Salesforce Anywhere (Quip)