There are many applications that let you track customers, projects and jobs. If you’ve chosen Airtable, congratulations, it’s an excellent choice for this purpose! Here’s how to track customers, projects, and tasks with airtable.
Airtable is a database.
That means you have a bunch of lists or tables, each meant to track specific and detailed information about a certain thing.
When you look at accounting software like QuickBooks Online, this will make a lot of sense.
I have a customer list. An account list (aka chart of accounts). A vendor list, and so on.
If you want to track customers, projects, and tasks with Airtable, you have to do the same thing.
A “base” in Airtable is made up of tables.
Let’s start by creating a table for each “THING” that we want a list for, so we can connect and track all of the “things.”
It might look like this to start with as a list of tables to build:
Staff (both in house and subcontracted)
You might even include a table or list of your services. This can come in handy.
Next we need to know what information we will want to track in each list.
I highly recommend dynalist for this. It makes it easy to plan out something just like this, and it is much easier that way, then if you realize after you are hours into building your database, that you forgot a critical component.
This is especially important, because as you’ll see, when I am setting up my projects, I’ll need the staff list in place, so I can link to that table, giving the ability to assign the person in charge of the project. So you wan to build the staff table first. It’s not the end of the world if you don’t do this planning, but it will definitely save time to map it out before you start creating this in Aritable.
Once you setup your base to track customers, projects, and tasks with Airtable, the key is going to be in how you use the “views.”
Views in Airtable are like reports. Sure you can filter the grid when you need to, but if there is one particular filter (like only show tasks that are open (not completed) that you will use frequently, you should save that view.
To recap there are really two keys to get Airtable set up to track customers, projects, and tasks really well.
The first key is in setting up your tables properly.
The second key is in using the views to capture the information in various forms that make it easy to analyze and understand.
Watch the video and see how to do this