
Kick off your Airtable project management journey with an introduction to basics, databases, collaboration, automations, and dashboards, plus setup, templates, and best practices.
Explore Airtable, a cloud-based platform that blends spreadsheets with relational databases, using bases to organize data for project management, collaboration, automations, dashboards, and integrations with Slack, Google Calendar, and Zapier.
Learn to create an Airtable base and separate tables for initiation, planning, execution, and closure, tailoring the project life cycle to charity fundraising needs.
Learn to populate and customize Airtable tables and fields for a charity fundraising project, creating initiation, planning, execution, and closure stages with start/end dates, assignees, and statuses.
Learn how to create and use linked records in Airtable to connect tables across project phases, reduce duplication, and automatically sync statuses between initiation, planning, execution, and closure.
Learn to invite collaborators in Airtable, manage permissions, and share bases or views through email invites, links, or public access.
Learn to comment and tag collaborators in Airtable, trigger notifications, and keep messages concise for effective collaboration.
Learn to automate notifications and reminders in airtable by setting triggers like status is done, sending emails, updating records, and testing automations for collaborative workflows.
Explore Airtable forms for directly collecting data into your base, enabling structured, accurate task requests, feedback, resource requests, and progress updates within streamlined workflows and automations.
Explore Airtable's template library across finance, HR, education, and personal use, customize templates, or build from scratch to streamline project management with automations, integrations, and relational databases.
Review the course outline and objectives to confirm understanding and identify areas for practice. Apply Airtable best practices by structuring bases, using consistent naming, automations, permissions, templates, and the help center.
Have you ever wanted to manage your projects and data with more flexibility than traditional spreadsheets can offer? Welcome to our Airtable course! Whether you’re organizing a team project, managing a personal task list, or planning a large database, Airtable combines the functionality of a spreadsheet with the power of a database, giving you the tools to structure and visualize information exactly as you need.
This course will guide you from the essentials, like setting up an Airtable account and creating your first workspace, to more advanced features such as automations, integrations, and project templates. We’ll begin with a comprehensive introduction to Airtable’s structure, explore key features for data management, and dive into powerful project management features, including creating templates, setting up dashboards, and even utilizing integrations with tools like Zapier and Slack for automating repetitive tasks. By the end, you’ll have mastered the skills to build structured and highly efficient workflows, tailored to any project or team setting.
After taking this course, you will be able to:
Confidently navigate Airtable and set up customized project management systems
Automate and integrate tasks across Airtable and other popular tools
Manage projects and team collaboration with Airtable’s intuitive features
Create powerful templates for consistent project tracking and reporting
Start your journey with Airtable today, and unlock a smarter way to organize and manage projects!