Using templates in Airtable

To use an Airtable template:

1. Visit the Airtable Templates gallery.

2. Search for and select your preferred template.

   1. You can also browse templates by selecting a preferred use case, industry, or feature.

3. Select a template that might fit your use case to reveal a visual example and written overview of what the template accomplishes. Then, click Use template.

4. Select your preferred workspace, then click Add base.

Finding a template for your use case

If you aren't sure which template fits your work, narrow the Airtable Templates gallery before you create a base:

1. Search the gallery for the kind of work you want to track, such as "inventory" or "general ledger", rather than for a product or feature name.

2. If a search doesn't surface a good match, browse by use case, industry, or feature to see templates grouped around a type of work.

3. Open a candidate template to read its overview and see a visual example of the tables and fields it includes.

If no official template matches closely enough:

• Browse Airtable Universe for bases published by other Airtable users. Universe covers more niche use cases than the official gallery—see the FAQ below for how the two differ.

• Pick the official template that is structurally closest and adapt it. A base created from a template is an ordinary base, so you can add, rename, and delete its tables and fields.

Clearing sample data included in templates

To clear the data included in Airtable templates:

1. Visit your Airtable homepage.

2. Open your preferred template base.

3. Click Restart from scratch in the bottom right corner.

   1. Note that if you close out of the sidebar shown on the right, then you will not be able to find this option at a later time.

   2. To clear the template data another way:

      1. Click the ˅ icon next to your table’s name.

      2. Click Clear data.

      3. Select Clear data for confirmation.