Airtable is a tool that enables one to filter, sort, organize, and transform content and information. It’s similar to a spreadsheet, but with the added powers of a database-and much better UX. Data in an Airtable base can be organized relationally, allowing for unlimited views and uses.
As designers, content strategists, and thinkers with our minds wrapped up in complex UX projects daily, our team has fully embraced Airtable and found several handy uses for it in our project workflow. Here are a few Airtable tips we’ve picked up while incorporating this powerful app into our work, including some tricks I’ve learned while collaborating with my teammates.
1. Take advantage of Airtable’s view options
While many tools give you a few or only one view option, Airtable allows for (what seems like) unlimited ways to view your information. For example, the more traditional grid view might be great when sifting through client data, but the card view is great for outward-facing projects when sharing information or assigning tasks to key stakeholders.
One of my favorite Airtable tips is to find ways to use a Kanban board. With easily-moveable cards, you can create digestible data on the surface with the ability to click on cards to dive into the finer details. There are a ton of uses for a Kanban board: you can assign tasks to collaborators, sort items by priority, and generally make any kind of data organized, flexible, and good looking for internal and external use. Here’s how to set up a basic Kanban board.
2. Create public and internal surveys to gauge success
The survey function in Airtable is a great way to gauge satisfaction, garner feedback, and collect important contact information from a variety of users-then share the data with others as needed.
Our team recently used Airtable to create a survey to better understand the friction in design-to-developer handoffs now that we’re working in a completely remote environment. It’s easy to set up, and the form allows you to drag and drop fields-customizing for single-line text, multiple choice, rating, and much more.
We’ve also been using the survey feature to gather feedback on our webinars. We can send the public-facing survey to attendees-who receive a simple form to fill out-and our team can view the submitted feedback form from all webinars in the entire series over time … in one, giant view.
3. Build UX templates to help your team work with uniformity and efficiency
Opening up Airtable for the first time was a little overwhelming for me since it looks suspiciously like Excel or Google Sheets, but the capabilities are much more dynamic. Having templates in place helped me start to navigate the platform. Setting up a template can also provide a great resource for teams, and it’s something that Thinkers are doing across practice areas to share knowledge and increase efficiency.
Here are some examples of templates we have available on our team:
Internal Data Collection
In a recent team meeting, our content strategists shared the Airtable template they were working on for user interview data collection. It was interesting to see them work through the template live, as they’re no stranger to Airtable and have been using it for content audits for years.
Design Systems Organization
Our design team set up a base to audit and organize each asset of a design system. Through rich visual options (unlike those of Google sheets), Airtable is the perfect platform for organizing illustrations, buttons, logos, and much more. We can also implement linked record fields and assign tags to quickly move through the board.
Team Deliverables Libraries
Our team also created a deliverables library template, which acts as a resource for anyone looking for examples to reference when starting a new project. Team members can submit deliverables through a form available to the whole company (the same external-facing form mentioned above), which then inputs that deliverable into the appropriate location and format-creating a seamless submission process.
While the flexibility of Airtable is great, creating one source of truth can help save time in future projects and keep your team on track.
4. Embrace Airtable’s flexibility, and don’t be afraid to change course
On the other hand, if the data collection isn’t flowing the way you’d like it to, try something new. Our tools are constantly evolving, and so should we. If you’re stuck in a template that doesn’t make sense for a project, don’t limit yourself.
For example, our team was recently discussing where to place instructions within a client-facing Airtable. One option is to add descriptions to tables and views, but for some this is just not enough information to clarify the task at hand.
When we found our client a little lost, a team member suggested we implement a Kanban card view as the first tab within the table so what when clients opened the base, they had clear instructions for how to use the tool. Setting up an onboarding atmosphere by creatively adapting a Kanban view helped clear up confusion quickly.
5. Lean on the Airtable community when you’re stuck
One huge positive about using Airtable is the community and wealth of information. If I ever find myself stuck, I know I can go to their Airtable community and come up with a solution. You can use your industry peers and teammates as a resource, too. We have a few Airtable superfans on our team who are always willing to help with the ins and outs if we find ourselves stuck, and their guidance saves us a lot of time and frustration.
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There are many uses for Airtable—whether you’re looking to synthesize user interviews, create content, manage and audit your design system, and many more for different aspects of your professional and personal life. After using Airtable for almost a year now, I’m still discovering new capabilities. There’s something exciting about that!
Originally published at https://www.thinkcompany.com on June 30, 2020.