So you can have longer text blocks within this view. Then you have other information you can include for example, And so you have status options you can create like: So you’ll notice this is a name and then this is going to be a dropdown. If something isn’t useful to you, you can just delete it if you want. Similar to automations in ClickUp you can set up triggers and logic based sequences. It definitely didn’t use to have automations. Airtable AutomationsĪutomations are a newer feature. These aren’t available because I haven’t upgraded, but you can just hide them by exiting in the top right corner of the widget.
Best airtable templates how to#
So let’s go ahead let’s say use this template, and I’ll show you how to create one from scratch as well, and throw it in our YouTube workspace. And it’s nice that you can do these different views because everyone’s brain works differently. So you can see you’ve got a constant pipeline, campaigns, and then the results.
Let’s go ahead and look at a content calendar template simply because that is for bloggers. I’m in the middle of an audit for my email marketing service. So yours isn’t going to look the same unless you upgrade, so just keeping that in mind.Īnd so you can look, there’s a bunch here. The only caveat I will say regarding the template is some of them, they look amazing when you look at them, but it’s because they’re using a paid version. Airtable TemplatesĪnd you can start with a template and they have some really great templates. But if you’re trying to decide if you need multiple bases or not, you can do that. There are lots of different views and I’ll go over that. And it doesn’t have to be a spreadsheet format. So a base is like a spreadsheet and you can have multiple sheets within it.
But let’s do a new workspace and we’re going to say YouTube, all right? And then we’re going to add a base. Getting Started with AirtableĪll right, so let’s go ahead and create a new workspace, because this is where you start out.
Best airtable templates upgrade#
I don’t think I have any paid upgrade workspaces. There are, of course, paid upgrades because what tool doesn’t have that? But honestly, you can get by with the free plan if you really want to. So I’m just going to walk you through using it and some of the things you can do. Airtable, which is a great free tool for those that love organization but don’t like to think about spreadsheet formulas.
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