Creating a workspace

screenElements: Icon Button

screenPatterns:
Bookmarks & Collections
Empty State

screenElements:
Banner
Link
Search Bar
Side Navigation
Button
Top Navigation Bar
Icon
Button

screenPatterns:
Home
Bookmarks & Collections
Empty State

screenKeywords:
() Invite your friends and coworkers to earn account credit. X
= A o i
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@ Your ‘My First Workspace' Pro trial is ending in 14 days. See details

Home
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Home
Starred >

Start from scratch Quickly upload Start with templates
+ Create a new blank base with custom t Easily migrate your existing projects Select a template to get started and
tables, fields, and views. in just a few minutes. .g]] customize as you go.
Opened by you v Show all types v = H
Today
ﬂ A Simple Project
5 Base opened 14 minutes ago

#+ Upgrade to unlock more power
More extensions. More automations. More
syncs. Even more Airtable for you.
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D Templates
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@ Universe
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SR Workspace 2
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#+ Upgrade to unlock more power
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syncs. Even more Airtable for you.
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syncs. Even more Airtable for you.
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D Templates
Marketplace
@ Universe


Importing a template

appName: Airtable

appCategory: Business

appTagline: The platform to build next-gen apps

companyHqRegion: US & Canada

companyStage: Public & Mature

platform: web

pageType: Application

hotspotType: Click

screenElements:
Banner
Link
Search Bar
Side Navigation
Button
Top Navigation Bar
Icon
Button
Table

pageType: Application Application Application Application

allAppCategories:
Productivity
Artificial Intelligence
Business

screenKeywords:
() Invite your friends and coworkers to earn account credit. X
= A o i
= > Airtable © saving... Q Search... ®K 2] a
@ Your ‘My First Workspace' Pro trial is ending in 14 days. See details

Home
All workspaces + >

Home
Starred >

Start from scratch Quickly upload Start with templates
+ Create a new blank base with custom t Easily migrate your existing projects Select a template to get started and
tables, fields, and views. in just a few minutes. .g]] customize as you go.
Opened by you v Show all types v = H
Today
ﬂ A Simple Project
5 Base opened 14 minutes ago

#+ Upgrade to unlock more power
More extensions. More automations. More
syncs. Even more Airtable for you.
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D Templates
Marketplace
@ Universe
|>" Unt|t|ed Base Data Automations Interfaces All changes saved (D) @ Help © 14 days left on Pro o @
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2 ® Google Sheets B} Paste data
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- -
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=<1 Event Planning
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Creating a Timeline view

screenElements:
Dialog
Thumbnail
Grid List
Tab

screenElements: Switch Dialog

screenElements:
Segmented Control
Dialog
Thumbnail
Grid List
Tab
Switch
Dialog
Select

screenPatterns:
Timeline & History
Add & Create

pageType: Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
‘gy A S|mp|e Project Data Automations Interfaces Allchanges saved €® @ Help 14 days left on Pro o @
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Sat Sun Mon Tue Wed Thu Fri
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Sat Sun Mon Tue Wed Thu Fri
17 18 19 20 21 22 23
Define goals and targets Another small task Create workback plan
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Which date fields would you like to use for this view? Your tasks will be placed based on
the dates in these fields
Using date field @ Date Set an end date field (op...
+
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[m] A Name v & [ +
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choosing. multi-step initiatives.
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records. create a new record.
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Sat Sun Mon Tue Wed Thu Fri
17 18 19 20 21 22 23
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@ Date Cancel
@ Deadline
Create a new date field
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Previewing an interface

screenElements:
Full-Screen Overlay
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screenPatterns:
Other Action
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screenKeywords:
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See tasks

screenKeywords:
‘gy A S|mp|e Project Data Automations Interfaces D @ Help 14 days left on Pro o @
Tasks v v + Add or import Extensions Tools v
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|‘gy A S|mp|e Project Data Automations Interfaces D @ Help 14 days left on Pro o @
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Renaming form

hotspotType: Keyboard Input

screenElements:
Text Field
Dropdown Menu

pageType: Application Application Application

screenKeywords:
37 A S|mp|e Project Data Automations Interfaces D @ Help 14 days left on Pro o @
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= Views | (4 Share form  <® Open form
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Adding divider

screenKeywords:
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Deleting account

pageType: Marketing

pagePatterns:
Landing Page
Hero Section

screenElements:
Banner
Top Navigation Bar
Button
Photo
Logo
Button

pageType: Marketing Application Application

screenKeywords:
See how new Airtable features can improve your work in our latest webinar View webinar —>
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|Are you sure you want to delete your account?

You will not be able to undo this action

Important: Please note that if any of your workspaces, bases, or interfaces are shared with other people, deleting your
account will NOT delete those workspaces, bases, and interfaces. In order to do so, you must first remove all shared users
from each of those workspaces, bases, and interfaces, then delete your account.
|> .
> Airtable o @
Account settings
Overview Account overview
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Jane Smith  ~ Edit name
Recent activity janesmith1.mobbin@gmail.com / Edit email
» 7/ Update password Set up two-factor authentication
Workspace settings
SR My First Workspace .
& Y P Credits
52 Workspace 2 You have in credit.
To apply credit to a workspace, go to your workspace's settings page from the left sidebar. @
Get $10 in credit for every person you invite.
You've been awarded credit for inviting 1 user
Get $2 in credit for installing the mobile app.
Learn more about referrals and credits -
API
There is no personal API key associated with your account. It's required in order to use the Airtable API
Generate API key
Google Drive integration
Link your Airtable account to Google Drive.
You'll be able to create and open Airtable bases from Google Drive
@ Delete your Airtable user account


Intergrations

hotspotType: Scroll Vertically

pagePatterns:
Integrations Page
Header Section

screenElements: Breadcrumbs Card Divider

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© Please help with a

Table 1 with clients. formula

Table 2 with onboarding steps.

Table 3 (joint table) with 1 record per client and per onboarding step (not linked to table 2, unless you want

data on how may clients are linked to those steps and/or how many clients still have step x, y or z open).

That way, you can store data per step per client.

Q Post Reply

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|Topic Labels: gantt onboarding progress tracker

Kiran_Dhatt @ Post Options Labels
4 - Data Explorer Dec 18, 2022 05:53 PM
Hi everyone! I've been working on Airtable for a while now but I'm by no means an expert so I'm pretty Rl U
confused about how to set this up for my boss &

Base design 1,826
What I'm trying to do:

column 1
Each client goes through an onboarding process that contains the same steps/tasks. These tasks have
durations and overlap, in total can take up to 90 days. common 1
I'm trying to use a Gantt or Timeline view where | can set the start date for a client's onboarding process Data 1
and then the tasks will auto-populate with the correct deadlines based on the start date. The tasks can be
completed earlier or later than the deadline depending on the client's situation, and the subsequent tasks dates 1
should adjust accordingly.

fields 2
I'm trying to view multiple clients' progress at the same time, which is why | was hoping to use a Gantt or
Timeline view. This would let me see which task we're at for onboarding for each client at any given time. gantt 1
I'm also trying to set up automated alerts so that once a task is completed, the next person is notified to e EeEs 1
begin their task (I think | can figure this one out).

linked records 1
Ideally, | want to visualize this whole thing in a dashboard where | can select a client and all their info,
onboarding progress, and products show up. multiselect 1

onboarding 1
What I've done:

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Jan 26, 2023
Al Solutions  Unanswered Most recent v :’nt ble C it
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AMA: API &

‘ Kiran_Dhatt 4 - Data Explorer Developers
Please Help! Client Onboarding Tracker using Same Tasks (Gantt
View) Show all events =
Hi everyone! I've been working on Airtable for a while now but I'm by no means an expert so I'm pretty
confused about how to set this up for my boss What I'm trying to do:Each client goes through an onboarding
process that contains the same steps/tas...
Dec 18,2022 5:53:18 PM | Posted in Base Design T S | t'

Oop solution
© 2 0 o
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@ Alba_Machado?2 7 - App Architect © Solved “
ScottWorld © 614

Formula for converting decimals to fractions ‘
| thought | was being clever but my formula did not work. Cells are blank. Why? !
SWITCH( {Decimal}, "0.75", "3/4", "0.50", "1/2") ‘ kuovonne © 562
Dec 18, 2022 2:17:09 PM | Posted in Formulas
@21 (O3 dyo0 . Justin_Barrett @ 435

‘ mattster 1 - Visitor Kamille_Parks o 414
Assistance with master table + smaller table(?) for writer submissions
Hello,Our organization produces lots of content and | need a way to:1. Assign a pool of different writers their e Jeremy_Oglesby ./‘\ 136
assignments and be able to use an interface to give feedback through the development and approval of )
each piece of content2. Every new ass...
Dec 18,2022 11:14:36 AM | Posted in Other questions View all
©®5 (Do gyo
|Support v  Sign up for Airtable
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Discover what data silos are costing your org in our commissioned Forrester study. Learn more
Airtable Community > Discussions > Ask A Question > Base Design > Please Help! Client Onboarding Tracker using Same ... Topic Options $
Please Help! Client Onboarding Tracker using (70 ©34 Of1
Same Tasks (Gantt View)
Posted Dec 18, 2022 5:53:18 PM
Topic Labels: gantt onboarding progress tracker
Kiran_Dhatt @ Post Options :
_ o Labels
4 - Data Explorer Dec 18, 2022 05:53 PM
Hi everyone! I've been working on Airtable for a while now but I'm by no means an expert so I'm pretty Rl U
confused about how to set this up for my boss &
Base design 1,826
What I'm trying to do:
column 1
Each client goes through an onboarding process that contains the same steps/tasks. These tasks have
durations and overlap, in total can take up to 90 days. common 1
I'm trying to use a Gantt or Timeline view where | can set the start date for a client's onboarding process Data 1
|Happy to provide any additional info/clear things up. | truly appreciate any help | can get on this! Thanks in e 1
advance!
Views 1
Recommendations
All forum topics < Previous Topic  Next Topic > © Optimizing timeline using
Gantt View
1 Reply
© Help me please (partial
Databaser & See Solution in Thread P P P
4 o dates)
11 - Venus Comment Options
Dec 20, 2022 04:10 AM © A client portal where they
can action tasks
Hi @Kiran Dhatt
© 422 Client Error:
My first thought would be to create a junction table that you fill with x onboarding tasks per client, using an Unprocessable Entity
automation.
© Please help with a
Table 1 with clients. formula
Table 2 with onboarding steps.
Table 3 (joint table) with 1 record per client and per onboarding step (not linked to table 2, unless you want
data on how may clients are linked to those steps and/or how many clients still have step x, y or z open).
That way, you can store data per step per client.


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Interface Designer

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X
Overview
Welcome to Airtable! Here's the basics
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Discover automation, views, reporting, and more
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Enterprise Overview
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What's new ®
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From small business to global enterprise, there's an Airtable plan that's
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30 Jun 2022 « O 1 Minute to read
Filter P
Glossary of Airtable terminology
v Automations
> Automations Overview
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v Bases
> Base Tips & Tricks
> Importing and adding data
> Navigating your base
> Creating new bases
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Airtable betas
List view overview
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OAuth overview (Beta)
Service accounts overview (Beta) Note
Twilio: Send SMS Airtable automation Not verifying an email address can cause issues with notifications, invite links, receiving referral credits, as well
action as certain Automation features.
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Updated on 30 Jun 2022 « (O 1 Minute to read S print € Dark
Finding your workspace ID
N In order to stay notified and be able to use certain Airtable features, you will need to make sure to verify the email
Managing billable collaborators
from your Airtable account address you used during the Airtable sign-up process. Shortly after creating your Airtable account, you should receive
Updating your Airtable account an email that looks like this:
name
Changing your Airtable profile . B _
. Please confirm your email inbox x & 2
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Deleting data in Airtable Airtable <noreply@airtable.com> 1:30 PM (0 minutes ago) Yy 4 H
Account page overview rome
Enabling two-factor authentication
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account d Airtable
Updati Airtabl d
pdating your Alrtable passwor Thank you for joining Airtable! To finish signing up, you just need
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email
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Regional access restrictions
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Account email verification
Finding your workspace ID
_— Account email verification
Managing billable collaborators
from your Airtable account In order to stay notified and be able to use certain Airtable features, you will need to make sure to verify the email address you
Updating your Airtable account used during the Airtable sign-up process. Shortly after creating your Airtable account, you should receive an email th...
name
Changing your Airtable profile Updated on : 30 Jun 2022
picture
Deleting data in Airtable Finding your Workspace 1D
Account page overview If you need to find your workspace ID, you can quickly do so by opening the workspace settings for any of your workspaces.
Enabling two-factor authentication You can open your workspace settings from your account page or from the Airtable home screen. Open your workspace
Regaining access to an Airtable settings...
account
Updating your Airtable password Updated on : 28 Oct 2022
Updating your Airtable account
email Managing billable collaborators from your Airtable account
> Billing
You can view and manage all billable collaborators on all workspaces that you are an owner of from your Account page
N
Policy (Airtable.com/account, accessed from a laptop or desktop). Underneath the options for your account page, there's a section
> Records cont... @
Updated on : 30 Jun 2022