#Airtable project management how to
#Airtable project management archive
#Airtable project management pro

The better solution is to bring your projects and contact lists together into a single, integrated tool tailor-made for your team's workflow. When these collections of information lead separate lives, it's easy to waste time continually switching back and forth-or worse, for information to get lost in the cracks. This might sound familiar: you have a group of docs or spreadsheets in which you're doing your work separately, you have a doc or sheet where you're storing the contact information of the people you're working with. Even if your role isn't one where you're working directly with clients or customers, you're probably working with team members, freelancers, users, vendors, or donors-in other words, other people-and you can also reap the benefits of managing all these relationships in a central location. Taking a step back, though, you can make the more general observation that personal relationships form the foundations of all types of work, not just sales. That's why CRM systems are critical for salespeople: keeping contact relationships organized in a central location is a prerequisite for converting personal connections into actionable business plans. It's a truism in sales that customer relationships are the foundation of a great business. The simplest way is to duplicate your table or base for your next project and rename the old one so you know itвЂ™s from a previous project.With just a few steps, you can build a CRM directly into your existing Airtable project workflow-and immediately start reaping the benefits of having a single source of truth for your relationships and your projects.

#Airtable project management archive

There are several ways you can archive your project data and move onto a blank slate. If you used Airtable to manage your project tasks, we have good news: you can archive everything easily so you can refer to your valuable data time and again. Using a flexible tool like Airtable to handle your budget and visualize data can make the review process less time-consuming and more insightful. You can add a summary app to see your total A/R, as well as one to view the outstanding amount that still needs to be billed. If you choose a bar graph and display data by department, for example, you can clearly see which department spent the most during the course of the project.ДЄnother helpful app is the summary app, which displays a summary value from a view. The chart app is perfect for displaying your project expenses. You can add an app by finding the button in the upper right of your base, which will open your dashboard. Need help getting started? Check out our expense tracking template.Д«udget review is a cinch with Airtable apps, which let you draw new insights about project finances within your base. Project managers need budgets in place before their project even begins, but reviewing them at the end is important, too. Consider adding an attachment field to the form so team members can submit screenshots or receipts.

#Airtable project management pro

Pro tip: You can also create a payment form to address any outstanding commissions, fees, and invoices. The best part? All submissions will be added to your grid view as records so you can easily incorporate the information into your workflow. You can customize a form for respondents by adding all kinds of fields for questions. In Airtable, the Form view can be accessed by clicking the view button in the upper left corner of a base and selecting вЂњFormвЂќ from the drop-down. Here are some ways you can use Airtable to tie things up quickly and efficiently, so youвЂ™re ready for whatвЂ™s next.ДЇorms are ideal for collecting feedback, submissions, and whatever else you need from team members to wrap up a project.

#Airtable project management how to

How to properly wrap up your project in Airtable These tasks arenвЂ™t just about crossing tвЂ™s and minimizing liability-theyвЂ™re instrumental in helping your team to benefit and grow from the experience.

In some ways, closing out a project is equally as important as the steps you took to complete it. Successfully finishing a project your team poured sweat, tears, and gallons of coffee into is a magical feeling.ДЄnd while your team and leadership may be antsy to move onto the next thing, a project isnвЂ™t truly done until youвЂ™ve gathered feedback, submitted reviews, and archived your data. Wrap things up in Airtable so you can move forward with your next campaign or initiative.