Airtable Beginners Course Overview

Course Introduction

• Instructor: Lois Moraya
  • Background in computer science and business management
  • Master's in program and project management
  • 6 years of professional experience in project management
  • Project management coach, teacher, and mentor

Course Objectives

1. Introduction to Airtable and its key features.
2. Basics of Airtable: creating and organizing databases.
3. Effective collaboration and communication.
4. Creating automations and integrations.
5. Best practices for using Airtable.

Course Outline

• Overview and Benefits of Airtable
  • Introduction to Airtable and its utility in project management.
• Setting Up Airtable Account
  • Hands-on creation of a new account.
• Setting Up Workspaces and Tour
  • Organization of data and workspaces.
• Core Features: Bases, Tables, Views, Records
  • Managing and storing data.
• Project Management Phases with Tables
  • Customizing tables and fields.
• Linking Records
  • Connecting data across tables.
• Collaborator and Teamwork
  • Adding team members and managing collaboration.
• Communication Tools
  • Using comments, tags, and notifications.
• Data Organization
  • Filtering, sorting, and grouping data.
• Automations and Integrations
  • Introduction and detailed exploration of automated tasks and integrations.
• Advanced Automations with Zapier
  • Integrating with external apps for enhanced functionality.
• Project Reporting and Dashboards
  • Creating meaningful reports and dashboards.
• Airtable Templates and Use Cases
  • Exploring available templates for various scenarios.
• Course Recap and Best Practices
  • Reviewing key points and effective use strategies.

Key Points About Airtable

• What is Airtable?

  • A cloud-based platform blending spreadsheet and relational database capabilities.
  • Allows for organizing, managing, and analyzing data.

• Benefits of Airtable

  • Highly customizable across various industries.
  • Easy-to-use without excessive technical knowledge.
  • Effective for many applications, from project management to event planning.
  • Supports real-time collaboration and updates.
  • Automations and integrations reduce repetitive tasks and enhance functionality.
  • Enhanced visual dashboard and reporting features.
  • Provides templates for quick setup and customization.

Practice Activities

• Create an Airtable account.
• Set up multiple workspaces and bases.
• Explore the template library.
• Participate in optional course activities to reinforce learning.

Overall, this course aims to transform learners from beginners to proficient users of Airtable, capable of managing projects efficiently with advanced features and integrations.