Looking to build your own custom task management system for your team? With Airtable, you can use filters, views, interfaces and automations to configure any setup that you want for tracking tasks and projects. We'll show you how to get started in this tutorial.
Copy our base and explore other useful resources on XRay Workflow:
https://www.xrayworkflow.com/resources/airtable-task-management/r/recvl7S09UnUaONTg
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00:00 - Intro
01:08 - Base overview
04:02 - Create your tables and fields
06:03 - Add a formula for the primary field
07:22 - Add views to your base
09:27 - Share your base
10:41 - How interfaces improve your base
12:15 - Create an interface and a Kanban page
14:49 - Share an interface
15:46 - Add a form to your interface
17:24 - Add lists or grid views to the interface
18:20 - Automate your base
22:48 - Slack task maker demo
23:30 - Wrap-up
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To learn more about how you can use automation and other techniques to improve your company's workflows, visit our website:
https://xray.tech
Read our blog posts for tutorials and deep dives into automation: https://xray.tech/blog
Check out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/