The name Airtable actually says a lot about what it does - the “table” portion of the name speaks to the spreadsheet and database nature of the platform. So what exactly is Airtable? Read on to find out. There’s so much love for Airtable that the company raised $52 million in funding in 2018, and it followed that with a staggering $185 million in September 2020. Even magazines like Time, Money, and Fortune find Airtable helpful for managing their production schedules. For example, WeWork, which provides coworking space, uses the platform as a way to track customer feedback, while Tesla uses it to track vehicle inventory. You might have different policy in your team so if you would go for our approach I suggest you start with the above as a base for developing your own unique schedule and policies.Airtable is one of the most popular apps for workplace collaboration. So we communicate with each other on that matter before setting our schedules. for example we mind that there should be at least 2 persons available each single day to work on tasks. Of course, the above merely represents the technical approach we use for scheduling in Airtable.īut we also mind some internal rules when choosing our schedules. You may search and link records to tables from right within this popup! As i said there is no need to return to that ugly raw view anymore, everything you need is available in this expanded view! Conclusion Remember how we used a Formula in the very first field of the table? Whilst it is just a simple concatenation of 2 fields, in this particular view it gives you very powerful abilities if you click on “Expand field”: You can also add items in this view by clicking on “+” item on top right corner of the block for respective day: ![]() By default, the calendar view in Airtable lets you pick convenient time spans such as monthly, bi-weekly and weekly to get a quick glimpse of your team’s schedule. You can drag and drop items to adjust the schedule, duplicate or delete items, and so forth. Now it looks like a real schedule, after initial setup you can forget about the raw view.įrom now on you have complete control over the schedule from within the calendar view. Here is where the magic begins – the calendar view! So far it does not look like a normal schedule, right? But you already know that Airtable has a very powerful feature – Views. First Name – a formula field that searches the first name of a team member in the “Team” tableīelow is an example of how the Day formula looks like:.Status – a single select field with some pre-defined values to choose from (Working, Regular Off, Paid off, Content days).Team Member – A linked record field that picks up the team member’s name from the “Team” table.Everything This is a concatenation (fancy word for combination) of 2 pieces of texts from 2 different fields Day – a Formula field type with a very simple value: Team Member + Status.There are not that many fields in this scheduler and most of them are self-explanatory. Here is the basic grid view (no filters applied) of our schedule in Airtable: So when person is free to choose his own schedule, and assuming he is a mature professional-it gives him the breathing room to perform at his absolute best. It also allows the team members in our organization to feel free and confident because every person is different and their productivity depends on many factors we might be not aware of (including factors outside of work itself). It gives us flexibility and yet enough of control over what is most important. We’ve found that this is-so far-the best model for services like ours. This last case exactly describes how we run our schedule here at MemberFix. ![]() But what if you do not have an office and your team is spread across the globe in different time zones? How do you known when they work on tasks, when they have days off, etc.? The Art of War…of Time managementĭuring my career I have worked for different companies with different service level policies-from 24/7 service with 3 weekday shifts + 2 weekend shifts, to completely free schedules that everybody within the company sets for himself. It is not a secret that when you run a classic business you have an office and most likely you have a set, strict schedule to keep complete control on working hours, people and tasks. ![]() In this installment of the series, you’ll discover how we organize our entire team’s schedule using Airtable. I also mentioned that this will be a series of articles describing different activities we run using this masterpiece of clean and powerful tech. In my previous article I shed some light on how we use Airtable to run our business.
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