Project management

How to use Airtable as a project management tool


Jack Wallen shows you how easy it is to create a project management tool using the popular Airtable database service.

Image: Wirestock/Adobe Stock

Airtable is a fantastic tool for those who need to be able to build database-based applications without any coding skills. And for those who might also need a project management tool, there is a way to quickly deploy such an app from the service.

Surprisingly, with Airtable Project Tracker, you can also take advantage of Kanban forms, calendars, galleries, and views. If you have an Airtable Pro account, you can also add timelines and Gantt charts into the mix. I found Airtable Project Tracker to be an easy and exciting way to track projects, without having to add another service into the mix or write a single line of code.

SEE: Recruitment Kit: Project Manager (TechRepublic Premium)

I’ll show you how to quickly build your first Project Tracker with Airtable. You will be filled with hyperbolic shock to find out how incredibly easy it is.

What you need to use Airtable for project management

You will need an Airtable account. This will work with a free account, unless you want Gantt charts thrown into the mix, in which case you’ll need a Pro account.

How to create a project tracker

Log in to your Airtable account. From the main window, create a new workspace to house your project tracker or use an existing one. If you choose to create a new workspace, click + Add workspace from your Airtable dashboard (Figure A).

Figure A

The Airtable dashboard of my free account.

If you don’t need to create a new workspace, just click +Add Base in one of your existing workspaces. Once the new database is created, if you don’t see Project Tracker in the right sidebar (Figure B), type Project Tracker in Find Another Template to reveal it.

Figure B

The New Base sidebar is where you select your model.

Click Project Tracker to use this template. Once the template is created, you’ll be on the new base, with the ready-to-use Project Tracker template (with sample data included – Figure C).

Figure C

A new Project Tracker application has been created on Airtable.

The first thing to do is to click on Project tracker in the upper left corner and give the new application a name. Once you have done this, look at the bottom left of the screen and click on + associated with one of the available views. For example, click + for Kanban, and your Project Tracker app will include this new view (Figure D).

Figure D

A Kanban view has been added to the Project Tracker app.

You will be prompted to name the Kanban view (Figure E), give it edit permissions and click Create New View.

Figure E

Name and configure your new Kanban view.

Next, you need to select a grouping field (Figure F).

Figure F

Select a grouping field for your Kanban view.

What you choose will depend on the needs of the project. I chose Status because it more closely represents the Kanban views I’m used to working with. When you select a grouping field, you see an example of its appearance (G-figure).


If this grouping view doesn’t work for you, try another one.

When you’re happy with the grouping view, click Done and you’re ready to use the Kanban view. You can expand your project tracking by adding even more views, each of which is listed at the top of the left pane.

Congratulations, you have just created a project management application in Airtable. Try this service and see if it doesn’t fit your project management needs perfectly.

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