Skip to main content

Project Management in Airtable

· 3 min read
Dan Ferguson

Airtable is a cloud-based database and collaboration platform that makes it easy to manage and organize your data. It's user-friendly interface and flexible data management features make it a great tool for project management, and its built-in collaboration features make it easy for teams to work together on the same data.

Here are a few steps for using Airtable as a project management tool with your team:

  1. Create a new base in Airtable and add the tables you need to track your project's data. For example, you might have tables for tasks, milestones, and team members.

  2. Define the fields and data types for each table. Airtable provides a range of field types, such as text, date, number, and attachment, that you can use to store different types of data.

  3. Add records to your tables to track the data for your project. For example, you could add a record to the tasks table for each task you need to complete, and a record to the milestones table for each milestone in your project.

  4. Use views to organize and display your data in the way that makes the most sense for your project. Airtable provides a range of pre-defined views, such as grids, calendars, and kanban boards, that you can use to organize and display your data. You can also create custom views if you need to display your data in a specific way.

  5. Share your base with your team and give them the permissions they need to access and update the data. Airtable allows you to control who has access to your base and what actions they can perform on the data. This makes it easy to collaborate with your team and ensure that everyone has the information they need to work on the project.

  6. Use Airtable's collaboration features to communicate and coordinate with your team. Airtable allows you to leave comments on records, assign tasks to team members, and track the progress of your project using the data in your base.

By using Airtable as a project management tool, you can easily manage and organize your project's data, collaborate with your team, and track the progress of your project. Give it a try and see how it can help your team be more productive and efficient.

Airtable can be critical in agile project management rituals. Here are a few examples of how you can use Airtable in your agile workflow:

  • Sprint planning: Airtable's kanboard views make it easy to create and manage your sprint backlog. You can add records for each user story, assign them to team members, and track their progress as you work through the sprint.
  • Daily stand-ups: Airtable's collaboration features allow team members to update the status of their tasks and leave comments on records, which can be useful for coordinating during daily stand-up meetings. You can use Airtable's calendar views to see the progress of each team member's tasks over time.
  • Retrospectives: Airtable's flexibility allows you to create custom tables and views to track feedback and action items from retrospectives. You can add records for each feedback item and assign action items to team members, and use views to track the progress of each action item.
  • Release planning: Airtable's kanban views make it easy to visualize the flow of your work and see what's coming up in the next release. You can add records for each user story, move them through the different stages of your release process, and use views to see the overall progress of your release.

Overall, Airtable can be a valuable tool for agile project management, providing a flexible and user-friendly platform for tracking and coordinating your work. Whether you're using it for sprint planning, daily stand-ups, retrospectives, or release planning, Airtable can help your team be more productive and efficient.