AIR TABLE TOOL HOW TO

For example, if you use Airtable to organize a product list or menu items. This is great when dealing with visual records. For example, your kanban columns can be:Īssigned task > In progress > Checked > Completeįinally, there is a gallery view. Each task starts in a column and progresses to the next. This takes all the records from the grid and plots them on a calendar based on any date information in the record.Ī kanban view works like a whiteboard with columns relating to stages. For example, you can group them by deadline, or by priority, or by who on a team is doing the task.įrom there, you can switch to calendar view. So if you use it for task management, you can see all your tasks in groups. You can group sections of the table based on certain factors. But with Airtable, it is not one big expanse of rows and columns. The grid view is closest to a basic spreadsheet. Airtable gives you options, and each has its advantages. With Airtable, you are not limited to the basic spreadsheet format. It's a great solution for many business needs. It’s all in the cloud, so anyone can access it any time from any device.Īnd if someone adds a new record or edits any data, everyone else on the team can get a real-time update.Īirtable's features begin with the combined power of simple spreadsheets and insightful databases. Many people can work together on an Airtable project. CollaborationĪs for collaboration, Airtable is very handy. It also allows for links to both the web and to other Airtable records. You can drag and drop file attachments, which will then display a thumbnail. If you need to insert big chunks of text, Airtable makes sure the cells stay neat. These include checkboxes and drop-down menus. You can also connect, copy, or de-duplicate records with a simple click of the mouse. To add data records, you import them from CSV or XML files. You approach it like a spreadsheet to begin. The basics of Airtable are pretty straightforward.

AIR TABLE TOOL HOW TO

How to use Airtable The basics of data and records It can be CRM, a project management tool, or a collaboration tool for startups and small businesses. And it does not stop there.Īirtable is a flexible platform that serves many business needs.

It’s as easy and intuitive as a spreadsheet, but as powerful as a database. Best of both worldsĪirtable takes the best of both worlds. These relations between data and tables offer insights too deep for spreadsheets to handle. You can relate a lot more data and organize it in many more ways than a simple spreadsheet. This is what “relational database” means. This means that one spreadsheet can serve as a table in a larger database. You might think of them as 3D spreadsheets.

Spreadsheets are good for organizing lists of things in categories and subcategories.ĭatabases are more powerful. They make for easy sorting and searching. They store data points in cells down columns and across rows. “Straightforward like a spreadsheet” is how Liu and his team describe their platform. The CEO, Howie Liu, came from Salesforce as a product manager. On top of that, it’s actually beautiful to look at and fun to use. Airtable is an excellent alternative to those big-company spreadsheet apps. Is it another version of Microsoft Excel? Or Google Sheets? Or Google sheets crm template? No. At first glance, Airtable is a spreadsheet.

Air table tool