How to use Airtable for project management

Airtable’s familiar spreadsheet-like interface, paired with powerful database capabilities and a strong API, makes it the perfect solution for basic project management.

Let’s go over some of the basic steps of how to use Airtable as a project management tool.

Narrow down your specific needs and expectations
Create your collaborative workspace
Create a base from scratch or choose a template
Populate your template or your base with data
Add your team

Step one: Narrow down your specific needs

Be clear about your goals and expectations before you get started.

This will ensure you take advantage of the variety of templates and collaboration features. It will also give you the chance to check out which integrations can help boost your workflow.

Ask yourself, are you looking to:

Manage your team's performance?
Track progress against milestones?
Reduce errors in standardized workflows?
Share valuable insights on project success with stakeholders or clients?

💡 For example: If you’re a social media manager, you could need Airtable to help you:

Create brand hashtags;
Interview industry experts;
Create Instagram posts;
Write Tweets;
Meet with the marketing team.

All of these different needs can become tasks, subtasks, or full-on projects in later steps.

Step two: Create your collaborative workspace

When you first log in to your Airtable homepage, you’ll see all the workspaces you’re part of.

Chances are that if you’re a new user, you’ll see “My First Workspace” already created for you.

Workspaces house your bases so you’re more organized.

To create another workspace, just go to Workspaces on the lower left-hand corner of the screen, click on Add a workspace, and give it a name. Now you can go ahead and create a base.