User Guide: Collaborate With Your Team

User Guide: Collaborate With Your Team

Learn how to plan and execute a successful Airtable rollout, optimize base setup, design forms, and manage collaboration for team success.

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About this user guide

Great work doesn’t happen in a silo. Whether you’re collecting customer feedback, sharing a progress update with your team, or passing important metrics on to leadership, you need to gather input and share visibility with the people that power your workflow. And if your workflow involves multiple contributors—whether you’re delegating work across multiple contractors, or juggling initiatives for your entire organization—it takes coordinated teamwork to get projects across the finish line. This guide includes recommendations for setting your team up for effective collaboration.

Curriculum5 min

  • Get Ready for Airtable Launch
  • Prep Your Base for Onboarding
  • Introduce Airtable to the Team
  • Invite Your Collaborators
  • Manage Team Collaboration
  • Capture the Right Data (with Forms)
  • Set (and Hit!) Your Airtable Goals

About this user guide

Great work doesn’t happen in a silo. Whether you’re collecting customer feedback, sharing a progress update with your team, or passing important metrics on to leadership, you need to gather input and share visibility with the people that power your workflow. And if your workflow involves multiple contributors—whether you’re delegating work across multiple contractors, or juggling initiatives for your entire organization—it takes coordinated teamwork to get projects across the finish line. This guide includes recommendations for setting your team up for effective collaboration.

Curriculum5 min

  • Get Ready for Airtable Launch
  • Prep Your Base for Onboarding
  • Introduce Airtable to the Team
  • Invite Your Collaborators
  • Manage Team Collaboration
  • Capture the Right Data (with Forms)
  • Set (and Hit!) Your Airtable Goals