How to Use Airtable

Step by step
How to Use Airtable

Are you looking to organize your important information at your job while allowing other clients to get involved in the work, too? Do other organizing sites just not cut it when working on their platform? If so, you should use Airtable as your next resource to improve your workplace. Airtable is a great way you can connect your staff members and get them all on the same page. They even offer a 2-week free trial to see if your like their product.

Getting Started With Airtable

airtable homepage

Start by opening up a web browser and typing in this url: airtable.com. The screen that pops up first allows you the opportunity to sign up for their services immediately. Remember this process is free, and will you only need a valid e-mail address to move forward.

Creating an Account

airtable account

When creating an account, you will need to give your first and last name, and create a password to use. The other option is to sign up using Google, if you already have an account, because that will work as well.

Detailed Information

airtable information

Once you have signed up to use Airtable, the site will ask you to name team members you want to have working on this site as well. Also, if you invite teammates to join you on Airtable, you will receive a credit of $10 for every person you invite. So, if you end up using Airtable, you will be able to spend your credits on something to improve your experience. When you have filled in this information, click the “Create team” button.

Airtable Main Page

airtable main

On the main page of Airtable, you will see a variety of Example Bases in the middle of the screen. This gives you an idea of how this site could be used with your business. There are a wide range of examples for you to navigate through. In the top right-hand corner, you will notice the profile icon, which looks like a stick drawing, where you can change information about you if needed.

Example Base

airtable example

If you end up clicking an example, you will see how organized a chart on Airtable can actually be. One of the great things about this program is that is works like a spreadsheet, so if you have experience using that, this program will be easy for you, too.

Template Options

airtable template

If you want to create your own organization file, go back to the main page of Airtable and click “Templates” at the top-lefthand side of the screen. From there, you will have a plethora of options to choose from when organizing information.

With these tips, you will now be able to get started on Airtable. See how organized you could become by using this program online with your coworkers.

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