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://garethpronovost.ck.page/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

Видео Tracking Projects & Tasks in Airtable канала GAP Consulting