How to utilize Airtable as a job management tool


Jack Wallen shows you how easy it is to build a task management tool utilizing the popular Airtable database service.

STUTTGART, GERMANY - Dec 13, 2021: Mobile phone with webpage of US cloud company Formagrid Inc. (Airtable) on screen in front of logo. Image: Wirestock/Adobe Stock Airtable is a wonderful tool for those who need the ability to create database-driven applications with absolutely no coding skills. And for those who might also need a project management tool, there’s a method to rapidly release such an app from within the service.

Remarkably enough, with the Airtable Project Tracker, you can also enjoy forms, calendars, galleries and Kanban views. If you have an Airtable Pro account, you can likewise add Timelines and Gantt charts into the mix. I have actually found the Airtable Project Tracker to be an interesting and easy method to track projects, without having to include yet another service into the mix or write a single line of code.

SEE: Hiring kit: Project manager (TechRepublic Premium)

I’m going to reveal you how to quickly build your very first Project Tracker with Airtable. You’ll be filled with hyperbolic shock to learn how incredibly simple it is.

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What you’ll need to utilize Airtable for task management

To use Airtable for task management, you’ll require an Airtable account. This will deal with a totally free account unless you want Gantt charts included into the mix, at which point you’ll require a Pro account. That’s all you need to enjoy an user-friendly job management tool.

How to develop a Project Tracker

Visit to your Airtable account. From the primary window, either create a new Work area to house your Job Tracker or use an existing one. If you opt to create a new Work area, click + Add A Workspace from your Airtable dashboard (Figure A).

Figure A

The Airtable control panel of my totally free account. If you do not require to produce a new Work space, merely click + Add A Base within one of your existing work areas. Once the brand-new Base is created, if you do not see Job Tracker in the best sidebar (Figure B), type Job Tracker in the Discover Another Template to reveal it.

Figure B

The New Base sidebar is where you select your design template. Click Task Tracker to utilize that template. When the template is developed, you’ll find yourself on the brand-new Base, with the Project Tracker design template prepared to do (with consisted of sample data– Figure C).

Figure C

< img src=""alt=""width=" 770 "height =" 593 "/ > A brand-new Project Tracker app was produced on Airtable. The first thing you must do is click Task tracker in the upper left corner and offer the new app a name. When you have actually done that, look down at the bottom left of the screen and click + related to any of the available views. For instance, click + for Kanban, and your Job Tracker app will include that brand-new view (Figure D).

Figure D

< img src =""alt=" "width =" 692 "height="333"/ > A Kanban view was added to the Project Tracker app. You will be triggered to call the Kanban view(Figure E), provide it edit permissions and click Create New View.

Figure E

Naming and configuring your brand-new Kanban view. Next, you must choose an organizing field(Figure F ). Figure F Select a grouping field for your Kanban view. What you choose will depend on the task’s needs. I choose Status since it more closely represents the Kanban views I’m accustomed to working with. When you pick an organizing field, you will see a sample of how it will look (Figure G).

Figure G

If this grouping view does not work for you, try another.

When you enjoy with the grouping view, click Done and you’re all set to choose the Kanban view. You can broaden your Job Tracker by adding even more views, each of which will be noted in the upper portion of the left pane.

Congratulations, you’ve just created a Job Management app in Airtable. Give this service a shot and see if it doesn’t perfectly meet your job management requirements.

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