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How to create a project tracker in Airtable

Joseph Lee
Nithil Shanmugam
February 6, 2024

How to create a project tracker in Airtable

Overview:

Efficiently manage your projects in Airtable by creating a project tracker that organizes and categorizes tasks. Elevate your project management experience, streamline navigation, and enhance clarity by implementing relevant tags. This guide offers a seamless step-by-step process for creating and utilizing a project tracker in Airtable, empowering you to optimize efficiency and stay organized throughout your project lifecycle.

1. Begin with, find and select 'Start with templates'.

1 Click on "Start with templates"

2. Now, navigate to 'Project Management'.

2 Click on "Project Management"

3. Look for 'Project Tracker', and proceed by clicking on it.

3 Click here

4. Click 'Use template' to begin your project.

4 Click on "Use template"

5. Select your workspace where this project will reside.

5 Click on "My First Workspace"

6. Confirm by clicking 'Add base'.

6 Click on "Add base"

7. Fantastic! Your project tracker is ready and opened in a new tab.

7 Click on "Brand refresh and redesign"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker