It is very easy to use Airtable for task management. Here’s a short tutorial on how to do it in simple steps:
- On Airtable's main dashboard, tap 'Start With Templates'.
- Select 'Project Tracker' to proceed.
- Following that, a new base will be created from the selected template. Now, it's time to customize its content and elements based on your preference. Tap the 'Appearance' tab to change the theme color and icon of your base.
- Subsequently, check the default fields and make sure that they are relevant to the tasks you want to manage. Commonly, the fields for this kind of setup include Task, Status, Subtask, Assigned To, and the like.
- If you need to delete the field, simply click the drop-down arrow next to its name.
- Subsequently, select 'Delete Field' from the list of options.
- Otherwise, click 'Add Field' to create a new one for your project.
- Once the fields are ready, it's time to edit their individual content. To do that, simply click each cell and replace the text filler with the actual task details.
- Repeat the same series of steps for the rest of the fields.
- Once done, click the 'View' menu to change it according to your preference.
- Finally, click the 'Share' button in the top-right corner to give access to your team members and allow them to view the tasks related to your project.
