How to Use Airtable for Project Management

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Here’s how to use Airtable for project management in quick and simple steps:

1. Navigate to the left-side panel, then tap 'Templates'.
2. Find and click 'Project Management' from the list of available categories.
3. After that, browse the library and choose your desired Project Management template.
4. Tap 'Try This Template' afterwards to continue.
5. Select the specific Airtable workplace you prefer to use, then click 'Create'.
6. Click 'App Directory' on the left-side panel to learn more about the tabs and tools provided by your selected template.
7. Under the Work section, click on 'My Tasks' to view the details and progress of the specific tasks assigned to you.
8. Meanwhile, tap 'Projects & Tasks' right below the My Tasks tab to add, revise, and remove activity details.
9. To create a new assignment for your project, head over to the top-right corner and then click 'Add Task'.
10. After that, assign the new task to your preferred project.
11. Enter a unique task name afterwards.
12. Provide the important details and instructions related to the task.
13. Following that, specify your preferred Start Date and Deadline.
14. Assign the task afterwards to your teammates.
15. Once done, tap 'Create' to save the new task.
16. Click on 'Schedule', 'Kanban', or 'Roadmap' for a quick yet comprehensive overview of the entire project.
17. After finalizing the details of your project, navigate to the bottom section of the panel and click 'Share' to give specific team members access to the dashboard.