Every content project comes with a lot of moving pieces—and to execute quickly, each of your teammates needs to know exactly what's on their plate. With Airtable, you can collaborate with your team and drive focus at each step of your process.
In this guide, you’ll learn step-by-step how to manage your team’s workload in Airtable. Follow along to customize your content calendar template for your specific needs.
You’ll learn how to:
① Clarify ownership for each piece of content
② Create a personal pipeline for every teammate
③ Balance content workload across your team
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→ Open your Content pipeline table and choose the view you’d like to work from (try using a view like All content that has no filters, so you can see your full project list).
1. Invite your teammates to start working together
→ To get started inviting collaborators, select the Share button in the upper right corner of your content calendar template. Choose Base to invite your team to your new template (or Workspace if you know you’d like to collaborate with them on multiple bases). Add a teammate’s email address to send them an invitation.
2. Assign content ownership across your pipeline
→ Use the Creator field to tag an owner to each content. If your template includes a collaborator field, you’ll see a list of everyone you’ve invited already loaded here for you. If your template includes a Team table, you’ll need to customize your list by navigating to that table.
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→ Try creating a new view for one of your teammates from the view sidebar on the upper left side in your Content pipeline table. Use the Filter button on the view bar to filter down to show only one teammate’s projects.
1. Drive focus for every teammate with personal views
→ To set a personal view, click on the view mode button next to the name of the view, and select Personal view from the view mode menu. Once the view is toggled as personal, only the collaborator who set it up can edit the view’s configuration.
2. Keep team conversations in context
→ To add a comment, hover over a content piece and select the button. In an expanded record, you’ll see record information arranged vertically on the page. You can then add a comment directly in the activity feed on the right side of the expanded record.
See the high level
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→ To explore the Team dashboard, select the Apps icon in the upper right corner and use the dropdown toggle next to the dashboard name to select the Team dashboard.
1. Keep an eye on team workload with chart app
→ To reassign content, select the the bar above a content owner’s name to see the content pieces assigned to them. Navigate to the Creator field, and reassign the owner accordingly.
2. Track team totals with pivot table app
→ Click the settings gear to adjust which fields are displayed—then select Show records to explore your information and quickly zoom into different areas of your pipeline.
3. Visualize your team structure with org chart
→ Click the settings gear to adjust which information is displayed on each card. To add or update details or relationships, navigate to your Team table and any changes will automatically be reflected here.
You’ve taken three key steps to managing your team’s workload in Airtable:
✓ First, you invited your teammates and assigned owners across your content pipeline.
✓ Next, you set up personal views for your team to work and communicate out of.
✓ Finally, you visualized your team’s workload with interactive, real-time apps.