How to Use Airtable (Steps)

So, how do you effectively use Airtable? Here is a step-by-step guide:

Step 1: Create an Account:

Open the website of Airtable (airtable.com) and sign up for an account if you don’t have one already.

Step 2: Start a New Base:

Once logged in, you will be prompted to create a new base. A base here is essentially a database where your data can be stored. Click on the “+ New Base” button.

Step 3: Choose a Template or Start Blank:

Airtable has templates that can be used for different purposes like project management, sales tracking, inventory management, and others. You may choose one template that meets your needs or start with the empty base.

Step 4: Understanding Tables:

At Airtable each base consists of one or more tables (similar to sheets in a spreadsheet). Think of each table as a collection of related data. Rename them according to the kind of information they will hold.

Step 5: Adding Fields:

Within each table are fields (columns) and records (rows). For field definitions click “+ Add a field.” This should be followed by the addition of several types of fields such as text, number, date, or attachment depending on the type of data being dealt with.

Step 6: Data Input:

Start to enter your data into the tables (rows). Place the cursor on a cell and type in it. Also, you can bring the data from spreadsheets or other sources.

Step 7: Organization and Filtering of Data:

To arrange your data the way you want, use sorting and filtering options. For instance, sort data by clicking on the column header or applying filters to display particular records.

Step 8: Making Views:

You can make different views of your data using Airtable; they may be grid view (default), gallery view, or calendar view among others. Each view has its settings and filters.

Step 9: Collaborating:

Invite people to join you via email. For each collaborator, decide what level of access they will have – either read-only, comment, or full edit rights.

Step 10: Discover Advanced Functions:

Airtable provides additional functions like roll-ups as well as formulas which enable one to create more comprehensive databases thus automating calculations.

Medium, BuzzFeed, and Nike are just a few of the industry’s top competitors that have been utilizing Airtable and its incredible efficiency. But what even is Airtable? And how in the world can it optimize your workflow?

Airtable is much different from managing simple spreadsheets. You can modify it to fit any modern need – that’s just how adaptable it is as a database platform. User-friendly to the max, so anyone can use it. Whether you’re an owner looking for an organization or an individual managing projects, Airtable has got you covered. In this article, we’ll cover all the details about Airtable, its functioning, features, etc.