Tracking Projects & Tasks in Airtable

Project management is a massive undertaking - one that I couldn’t possibly do justice in a brief 15 minute YouTube video. That being said, there are definitely some factors that must be included with any kind of task tracking software. Often, I’ll speak to people using Trello or Asana, and they’ll explain to me how they need information to travel between their Airtable and their productivity software. I always ask the same question: “Can you explain why you aren’t using Airtable to track your projects as well?” The short version is this… if you’re using Airtable in conjunction with a productivity software - there’s very likely an opportunity to remove the latter, saving you on your software expenses as well as the headache of getting two different platforms talking! This video goes into an example of tracking tasks that relate to a project. The initial set-up is relatively simple (projects have a relationship to tasks that can be marked as ‘complete’). But that’s only the first step! From there, we build the ability to track a project’s status, entirely by monitoring the tasks assigned to it. The elegance of this solution is that it doesn’t require any Zapier automation - this entire system is entirely housed inside of the Airtable database! With this solution, you get a granular view of the pending tasks in addition to a macro view of the current projects. The end result is a fully enclosed solution that gives you clear visibility into your various projects - both current and previous. _________________________________________ Learn more at these links: 🔗 👇 Join us for our next live training! https://www.garethpronovost.com/webinar-registration Take our free Airtable Crash Course! https://garethpronovost.com/airtable-crash-course Getting Stuck? See how we can help! https://garethpronovost.com Get our Airtable Field Type download! https://www.gapconsulting.io/airtable-field-types _________________________________________ Table of Contents: 📖 👇 00:00 - What this video covers 01:00 - High-level overview of our goal 01:20 - Starting from scratch - building the structure 03:03 - Creating your 'Task' requirements 08:13 - Building the 'Status Tracker' system 12:47 - Replace Percentages with a Status Output 14:08 - Creating a 'View' for Current Projects _________________________________________ Software Resources (may contain affiliate links): 💻 👇 Airtable - https://airtable.com/invite/r/v0eI3ASY _________________________________________ #GAPConsulting #GarethPronovost #Airtable