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How We Use Airtable as a Task Manager in Our Business

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Today we’re going to talk about task management. I’m going to show you the task management tool that we use, and this is called Airtable.

I’ve used other things as well:

  • Trello
  • ClickUp
  • Asana 

And they’re all great in their way for certain things. I think they’re all great tools.

However, for our team, we tried to cut the extra slack in between and continue doing things where we’re already working on.

We do a lot of work in Airtable, so because of that, we tried to see how we can do task management as well. In Airtable, one downside is the notifications are not the greatest.

But if you have one central place where you’re getting your tasks, then it’s pretty good. I’ll share with you some thoughts here about it, and let’s check it out.

More about Airtable

If you’ve never seen Airtable, here is our Airtable master task list. And we found that keeping all the tasks in one spot is the best approach.

Then having other people going in and doing those tasks seems to work out better. That way, you have one main master list. If you’ve never used Airtable, here is the link. Feel free to sign up it’s free.

>>> Get Airtable HERE <<<

That way, we get referral credit and pass it along in case you want to buy it in the future. 

What can you do with Airtable?

You can create these different fields and sections. Let’s say I create an empty table right here. I could create my task 1, task 2, task 3. For example, I want to do a single select box.

What is this select box?

Well, this select box could be the importance. And that’s the cool part about Airtable. Now I could say low, medium, and high. You can have these different tasks, and you could say these two are low. This one is high.

You could put in some notes as well. You can add in other things like URL, and here would be the link to where it is. You could type it in, for example, our website backstageincome.com

You could fill out details. You can even include attachments and pictures. And that’s what we do in our task list. If you take a look, we have some pictures and some attachments. Sometimes things don’t look right, or we need to put a note in there for popups or different kinds of things. We have an assigned in there.

Airtable – Filter option

What’s great about this is I could filter it. You create these different views, and I could say what’s due soon. How about tasks for Jorge, for me, for somebody else. I could do a Kanban view.

So if somebody wants to look at things in this view, you can do it that way. If you want to do things based on the calendar, you could view it that way. And it pulls the date.

If I want to see what’s coming up on our blog schedule, here are the things to do and fix up. All those tags that are tagged with the type of tasks where you could do that. And you can do that with this group field and filtered.

Ultimately here I can group it, and I’ll group it by importance. You can see how it can do low and high. I could also instead of grouping it that way, and I could filter. 

What if I only want to see high priority tasks?

In that case, it’ll filter it that way. That’s the cool part about it. And you can create all kinds of filters and sorting and groupings. You can do a lot of great things.

And that’s what we do. We use Airtable for a task system for the moment. And when things get done is just done and that way we can delete those items from the database with time.

Airtable for Website Login Details 

The great thing about this is that if I want to pull up a user name or password or anything like that, these fields are linked to our other details.

When we click this, it pops up the username and the password, all the server details there. If we need to install a plugin, here is the serial or the key if you want to use any of those kinds of things.

If we have a pro version, you can pop it in. It just makes things a lot easier to find and grab as you need it to work. And that’s why we use it.

I think that’s pretty cool. Check it out, don’t miss it.

Final Word

I hope it’s helpful for you as task management. You can use Trello, ClickUp, or Asana. There’s a lot of great tools out there. They’re all fine. 

It’s just which one gets you the work done and effective for your team. Stick to one that works for your personal team needs.

>>> Get Airtable HERE <<<

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