Quick summary
Airtable's project management feature lets teams create tasks, assign work, and track progress using built-in templates, views, and collaboration tools. This walkthrough covers everything from selecting a template to sharing your project dashboard with teammates.
Steps
- Navigate to the left-side panel and tap Templates.
- Find and click Project Management from the list of available categories.
- Browse the template library and choose your desired Project Management template.
- Tap Try This Template to continue with your selected template.
- Select your preferred Airtable workspace and click Create.
- Click App Directory on the left-side panel to explore the tabs and tools included in your template.
- Under the Work section, click My Tasks to view the details and progress of tasks assigned to you.
- Tap Projects & Tasks below the My Tasks tab to add, revise, or remove activity details.
- Click Add Task in the top-right corner to create a new assignment for your project.
- Assign the new task to your preferred project.
- Enter a unique task name for the new task.
- Provide the important details and instructions related to the task.
- Specify your preferred Start Date and Deadline.
- Assign the task to your teammates.
- Tap Create to save the new task.
- Click Schedule, Kanban, or Roadmap for a comprehensive overview of the entire project.
- Click Share at the bottom of the panel to give team members access to the project dashboard.
