Do you have the right tool for project management? Managing large projects requires a lot of effort to ensure that information is always up-to-date and everyone is on the same page. If you’re looking to manage and oversee your project efficiently, Airtable is a great platform to consider.
Airtable is an extremely feature-rich and user-friendly platform that combines the complexity of project management tools with the simplicity of spreadsheets. Here’s how you can start using Airtable for effective project management.
Step 1: Setting Up Your Base
In Airtable, you can haveseparate workspaces for different projectsand multiple databases in each workspace. Databases in Airtable are called Bases. Bases within a workspace can also be related to each other, to simplify your data within each base.
Here’s how to set up your Airtable base:
If it is your first time using Airtable, the tool gives you an excellent walkthrough to help set up your first base.
Step 2: Creating and Customizing Views
Airtable has truly revolutionized the ease of viewing data. View configurations like Grid, Calendar, Gallery, Form, Kanban, etc., offer unique means for interacting with data. Airtable allows you to create up to 1000 views per table.
Here’s how to set up your Airtable view:
Step 3: Adding and Managing Collaborators
On Airtable, you can add team members/collaborators to your entire workspace as well as to individual bases. This helps to ensure that everyone working on a project is on the same page, with a clear overview of the shared information, tasks, timelines, etc.
Here’s how to add collaborators to your Airtable workspace:
Here’s how to add collaborators to your Airtable base:
Once your collaborators have joined, you can click onShareagain to view the list of collaborators as well as edit the access permissions.
Within a base, you can use the field type “User” to add your collaborators to individual records. This also has a notification feature that notifies the collaborator with an email whenever they are assigned to a record.
Other Useful Features of Airtable
The steps mentioned above should be enough to get you started with project management and collaboration using Airtable. If you would like to up your Airtable game, you may also check out the following features that are sure to enhance your project management experience:
1. Interfaces
With Airtable’s Interface Designer, you’re able to create a tailor-made experience for you and your team members. The tool allows for the flexibility of visualizing and editing records in customized ways without compromising the integrity of the base views.
You can use it to createunique project dashboardsthat show you exactly what you want to see, in the way you want to see it.
2. Automations
Airtable Automations help with automating repetitive tasks, such as sending emails, updating records, etc. With this functionality, you can also integrate your base with external apps like Outlook and Google Sheets to perform certain tasks automatically.
3. Linked Bases
Airtable also has the feature of creating linked bases, i.e., bases that work together by linking similar fields across tables. This helps to ensure that your data is always updated across tables, thus enhancing clarity and transparency.
Airtable’s read-only sharing capability allows you to share data from selected views with external users. These users need not be added as collaborators to your base, and will only be able to see the records based on the way you have configured the shared view.
5. Formula Function
Similar to spreadsheet software like Microsoft Excel and Google Sheets, Airtable also has the ability to generate calculated data. you’re able to create a field with the type “Formula” andset up the desired formulaand formatting rules to perform anything from simple arithmetic to complex data analysis.
Level Up Your Project Management With Airtable
In fast-paced environments, it is crucial to have clarity over your project at any given instant. This is why you need the right tool to simplify things for everyone involved, and Airtable definitely fits the bill.
Airtable’s user-friendly, colorful interface makes it easy to set up a project database in a matter of minutes. Platforms like Airtable are a must-have for a productive, collaborative, and efficient workspace.
