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Start with a template
If you choose to start with a template, Airtable will take you to their page of “starter bases” where you can browse through their wide array of templates (you can also head to Universe, where you can explore community-published bases from big names around the world like Zapier, Expedia Flights, Insomniac Events and Creative Circle).Start from scratch
Starting an Airtable from scratch can be a bit intimidating, but the tool is truly so user-friendly. Your best option is to start building in Grid View the way you would a normal spreadsheet, but be sure to explore the different field types.Different field types have different capabilities. For instance, using the long form text field type allows you to store and view large amounts of text in a convenient way. The date field type allows you to build a calendar with ease, and a URL field type automatically hyperlinks whatever is in the cell. My best advice is to get your hands dirty and dig in; as I’ve said before, Airtable is super user-friendly, so you’ll be able to pick it up in no time.Import a spreadsheet
If you already have a content calendar in place, you can upload it onto Airtable pretty easily via .CSV or by pasting the table data.From there, you’ll want to change the Field Type to the function that best fits your needs. After all of your information is in place, be sure to delete any excess rows as this will throw off your sorting and filtering later.Here’s a quick before and after:It’s already a vast improvement, but there are tons of opportunities within this sheet to make it more streamlined and efficient. For example, the checkboxes on the Google Docs to mark progress may have made sense on that sheet, but on Airtable, using the single select field type to mark progress for each team would help.Checkbox-Only
With Single-Select
Once you’ve set up your table, it’s time to organize it, and one of the easiest ways to start doing that is with Views.
Airtable offers multiple Views for users to choose from, allowing every team member to see and use your shared information in a way that feels most comfortable for them.
Grid
The Grid View is what we’ve been working with throughout this post. It’s similar to a spreadsheet and is the best option for looking over a lot of information easily.Let’s say your content writing team wants to create a Grid just for them: they have the option to filter out any records that aren’t blog content, and they would also be able to hide columns that don’t pertain to them (such as the Caption column or the Email Recipients column).Take a look here:Calendar
The Calendar View makes it easy to stay on top of deadlines. You can choose from a month, two-week, week, three-day or day view, and you can adjust the dates by simply dragging and dropping. Airtable’s pro version allows you to color your calendar records—for example, social media posts could be yellow and email campaigns could be blue—but since this team is coordinating so many tactics with the same content, it’s probably not a necessity (although the colors are pretty fun to use).Gallery
The Gallery View is perfect for anything using visual assets. With Airtable, you can upload attachments using a special field type, which is perfect for housing photo assets.Your social media team has decided to upload their images to Airtable via the Grid View but would like more visibility of the photo. With the Gallery View, your social media team can filter out anything that’s not their project, and customize their cards with any field they need to see. In this case, that information is the photo, live date, caption and hashtags.Kanban
The Kanban View is a great option for monitoring progress (it’ll look familiar if you’ve worked with Asana or Trello).Let’s say that here’s a member on your email marketing team that prefers to see his information in terms of progress, so a View that would work for him is a Kanban View of Email Team status. This View allows users to drag and drop records into different progress stacks and allows you to customize your cards like in the Gallery View. Here’s what that could look like:Form
Lastly, Airtable’s Forms makes it easy to create interactive forms that anyone can fill out—which is extremely helpful for teams who are managing freelancers.Your marketing team is currently having your freelancers email content to you, but with that comes its own challenges (invalid file types, needing to request access to Google Docs, etc.). By having your freelancers use a form to turn in work, it could significantly streamline your process.I would recommend creating a new tab and start with the Grid View. For a basic submission grid, try including a column for title, writer name, a long-form text with enriched formatting so freelancers can copy and paste their text, an attachment field for photo assets and a section for notes. Feel free to add whatever fields you deem necessary—this is a simple, bare-bones example.
Sort: Airtable allows you to sort information by pretty much any field. You can have the View sorted in more than one way, and you can choose to keep it sorted if that works for you.
Group: You can group information in certain Views as well. I find that this works best for fields with different selections, like Type of Content, a status field, or Creators (note: you can sort within groupings).
Filter: Filtering gives you the opportunity to filter out any unnecessary information, which is perfect for seeing more granular, specified Views.
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