Nail your Next Creative Project with Airtable

1. Welcome to the class: Nail your Next Creative Project with a table. There are many ways in which you can effectively leverage air tables, features, and functionalities to organize and manage various aspects of a creative business. From project managements and client communications to budgeting. In this class, I'd like to help you to discover the power of Airtable, a versatile and user-friendly database tool. It's going to help you to project, manage your next creative project, and take it to the next level, managing a Youtube channel or any other creative project which requires more than just motivation. If you've been looking for a tool to keep you accountable and organised, then this is it. So what exactly is a table? Simply put, a table is a versatile, user-friendly database tool that combines the best features of spreadsheets and databases, allowing you to organize and store your data in a visually appealing and highly customizable way. The absolute best part is that Airtable is available on multiple platforms, including desktop, web, and mobile devices. And the free plan is just fine for getting started with the basics. With it, you can access and update your data anytime, anywhere, ensuring that you stay productive and connected. Even on the go, when I started working with a table, I struggled to grasp some of the key benefits and concepts which are really cool to both getting comfortable and excited about this awesome tool as a non-developed, any mention of APIs, interfaces, or relational databases left me cold. And so that's why I'm so excited to be teaching this class by a creative, for creatives, I'll be breaking down each concept simply and easily giving real-world examples along the way to make sure that no one is left behind. Let's clear this app right off the bat. Your Airtable can be as simple or as complex as you want a needed to be. Having been a solopreneur myself when I used to freelance as a digital marketing strategist. I know that no two creative businesses are the same. I love that Airtable can be configured in a way that makes the most sense based on your needs and your objectives. It's a tool with endless possibilities, which is what makes it particularly well-suited to multi-faceted creatives like you or I. If we haven't met before, It's an absolute pleasure to meet you. My name is megs Hollis. I'm a digital marketer, Youtuber, Course Creator and content team lead a major economies brand in South Africa. Did I mention I eat, breathe, and sleep a table. So whether you're a freelancer, artist, designer, or small business owner, this is a table course, is likely to be a game changer for you. It provides all the insights you need about how this powerful yet intuitive platform can streamline your processes, manage your projects, and organize your data in a way that suits your unique needs. Ready to unlock the full potential of your creative business. Let's do this thing. I'll catch you on the inside. 2. What is a relational database?: Can I make ten on a secret? The truth is that behind almost every business application that you know and love is a database. A salesperson probably uses a Customer Relationship Management or CRM tool, which uses a database to store important information about prospects, the people who work at companies, and the deals that you're tracking. A Project Manager would use a project management tool to track their project tasks and deliverables. And even applications like Youtube or storing videos, playlists, subscribers, and of course, viewer data. If you think about the applications that you use every day, you'll start to notice a pattern of the types of similar objects that are related to one another. So when I was a freelancer, I used to create so many different spreadsheets that contains similar but different information about my clients. There was so much copying and pasting of projects and client data between these various spreadsheets. So instead, a relational database is what's going to allow us to relate objects to one another, hence the name. So now all of these different objects can tie back to one place rather than duplicating information all over the place. So in the simplest of terms, a relational database is a type of database that organizes and stores information in a structured way using tables and relationships. It's like a digital filing system that helps you to manage and connect different pieces of data to one another. So imagine you have a bunch of data about people, so their names, their ages, addresses, and phone numbers. In a relational database, you would create a table for this data with the columns representing each piece of information. Each row in the table represents a specific person with their data fooled N. But what makes a relational database spatial is that you now have the ability to create relationships between the different tables. So let's say you have another table for products with columns for product name, price, and description. If you want to link a person to the product that they purchased, you can easily create that relationship by adding a column and the people table that refers to the product table that hasn't, but information about the product that they've bought. This relationship allows you to connect information across tables and you can easily find out which person board which products by following the relationship between those two tables. This is the power of a relational database, enables you to organize and retrieve data by establishing connections between related pieces of information. And that's what it's able, of course, allows us to do. It's time, all those important bits of information to one another. Rather than an archaic or complicated-looking spreadsheets. A table allows us to create this whole structure of information by using a colorful drag-and-drop interface. Adding new tables is as easy as clicking a button and different fields can be arranged in a way that makes the most sense to you. Not even limited to seeing the data in a spreadsheet like way. You can of course, create different views of your data to slice and dice it. You can toggle between these views while keeping the same underlying data intact. So in summary, a relational database is a way of organizing and connecting data through tables and relationships. It allows you to store and retrieve information in a structured and efficient manner, making it easier to analyze, update, and retrieve data for various purposes. 3. Benefits of Airtable: One of the key benefits of using a table for your creative business is it's unparalleled flexibility. Unlike traditional spreadsheets or rigid database systems, a table allows you to customize your workspace to match your unique needs. You can create tables and fields tailored specifically to your creative projects, whether it's tracking clients, managing inventory, or organised, and your design assets with a table, you have the freedom to structure and categorize your data in a way that makes the most sense to you. Collaboration is also a breeze with Airtable, you can invite team members, kinds or collaborators. Tool-based is enabling everyone to work together seamlessly. Multiple people can access and edit the data simultaneously, eliminating the need for a back-and-forth e-mails or complicated file-sharing. So whether you're coordinating tasks, gathering feedback, or brainstorming ideas, Airtable is gonna be what keeps everyone on the exact same page. Clustering, efficient communication, and teamwork, analyzing your data is another powerful advantage of this Airtable, the kind of the days of plane spreadsheets or overwhelming databases with tables intuitive interface, you can create beautiful and interactive views that make understanding and analyzing your data and absolute pleasure from grid views to Kanban boards to calendar view. You're going to be able to visualize your project's timelines and you'll progress in a way that suits your creative mindset. Examples, Integrations open up a world of possibilities for creative businesses. Connecting your Airtable with other popular tools and applications, you can automate repetitive tasks, streamline your workflows and eliminate manual data entry, whether it's sinking your Airtable events with your Google Calendar, creating tasks and your project management tool, or potentially sending notifications through your Slack. It enables Integrations are gonna be what empower you to work smarter, not harder. Lastly, a Tables accessibility across devices ensures that you can stay productive and in-control wherever you go. So whether you're at your days out in a client meeting or maybe working from a coffee shop, you're going to be able to access and update your data through its hurdles, web or mobile. This mobility empowers you to make informed decisions, respond to client inquiries, all manage your projects on the fly, giving you the freedom and the flexibility to run your creative business on your terms. But it table doesn't stop there. It also seamlessly integrates with various tools and applications enabling you to automate workflows, synchronize data, and enhance your productivity. So you can connect a table with popular apps like Slack or Google Calendar, or even automate processes using tools like Zapier. What if you want people outside of your organization to create records? Well, Airtable forms, lids where visitors submit information from your website. Perfect for event registration or contact forms plus a table has been investing and creating even more personalized interfaces to be able to interact with information given more flexibility to the types of user experiences that you can dream up. Aside from the visual aspects of the platform, Airtable has a powerful automation engine that allows you to design workflows. These workflows can update records, trigger e-mail notifications, and also work with a variety of integrated systems. And if you're a developer, you automatically have access to an API to be able to create an update records, integrate with other stems and match more. So in summary, it's able offers a wealth of benefits and advantages for your creative business. It's very flexible. It has a lot of collaboration features, visualization, Integrations, and of course that accessibility, making it an indispensable tool for streamlining your processes, managing your projects, and organizing your data 4. Let's walk through Airtable: So before you log in and get overwhelmed, I'm gonna be taking you through a general walk through so that you can see exactly what the interfaces looks like, what the back-end data looks like, and how you constructed a table in so many different ways. So just bear in mind that what is making you feel overwhelmed is normally just the possibility when you start to realize exactly how many applications they are of a table. So once you're logged in, you'll see the Airtable logo and the top left-hand corner as well as any of your basis. You of course are not going to have any, but you can see just how many I have. There's a lot going on here. But don't be stressed out. It's really just a starting point. If you are nervous about starting from scratch or you're not entirely sure what you are wanting to create. Bear in mind that these are really, really helpful template section. So here you can see papular templates, templates for marketing, templates for products and design, operations, it and support engineering and so much more. So really, it starts to open your eyes to the possibilities of exactly what you can achieve with a table. And if you want to see it in a slightly different fashion, you can just click, see more. And you'll see just how many different ways in which they are able to showcase the use of a table. So whether it's your pits, medical history, whether it's apartment hunting, you can totally start to get just how incredible this tool really is. Alright, that's enough about that. Let's just click out of pretty much what I'm going to share with you now is how I choose to use Airtable and my personal pasty. There's a whole section just on course creation. A table. So high use a table to create courses. So we're gonna go into more depth on that. But really I just wanted to show you it's not totally different from a spreadsheet. So in some instances you will definitely see those similarities. But where it is different is, if you've ever used notion, for example, you'll notice it's got to kinda like a similar field to it where it just feels a whole lot more put together. And that's typically down to the formatting. So it's allowing you to use colorful drop-downs. Obviously, you can also populate dates. You can populate things like duration, which is what I'm using in this course creation example, URLs, as well as buttons. So there's just a bit more opportunity for you to make things look nice with less of a heavy lift, as is typically the case in Excel. Other benefits of a table is that you can choose different views. So for example, Calendar views, gallery views, or Kanban views. Some people will call it combine. I'm going to call it Kanban. But basically you can see you're populating a grid or a back and kind of underlying dataset, which is what's going to allow you to do a whole bunch of different fan and cool things. So either you can populate deaths in your grid and then look at it in a calendar. Or you can create forms. There's just so much more possibility. Here is the form example. There's just so much more possibility in a table than what you will note with Excel. So, yes, of course there are some similarities. But pretty much what I can say Fred is anything you can do an Excel, you can pretty much do an air table, but a table's going to unlock a whole lot more opportunities because you're using templates and Dan for you effectively, formula fields. It's a little bit more straightforward right here you can see, for example, status. If I click on that, I'm able to color coordinate a bunch of different statuses, which is always going to show in that color. So it's not like an Excel where you have to manually set this up. It's all done for you. And similarly with video type, you can see here I'm choosing to use that same drop-down field. And I can choose to color code options. I can alphabetize my options. That's all of the click of a button. I can also use checkboxes, which I do use typically, quite often. So quality check could be, for example, preaching something before it goes live. And then you or I populate here. And as soon as I've populated a URL, you'll notice that there's a button that allows you to populate this. So what I want to show you is effectively when you creating a new column of data. This is how many different ways in which you can actually use that data or capture that data. There's so many different formats. So let's start with a single line text. And that's quite obvious in the sense that each I'm new. Textfield is gonna be blank effectively. Long texts would be maybe a few wanting to capture like a script or something like that. Attachment is very straightforward. The ones that I was showing you just a second ago was multi-select or single select. And then user is what's going to add that power of collaboration. So by having multiple users on a particular Airtable based, you're able to tag someone quite some clear and straightforward. The top tip that I can give here is that if you don't want to pay for additional users or you don't want to maybe onboard your clients, which you can do instead of using the use of field is rather used either a single select or multiple select and just type the name of someone so that it's not having to connect to the account, but rather it's just giving you the sense that, Okay, I've sent the email to that person or that editors working on it or that writes them. So there's different ways in which you can do that. Other things to bear in mind, of course, the URL, the email for a number. It's just going to help you keep in check. You'll notice even for example, if you choose number, it's asking you how many decimal places are allowed, negative numbers. And do you have a default number? The default option is very handy, particularly for that multiple select field between multiple select and single select. You often going to notice that it's used for statuses. For example, if one of your stages, this is not started on a job, you would want the default to, of course, be not started so that you're not having every time a new record gets creates that anyway, table based, I have to tag it with a default status. So I hope that gives you the top-line understanding of what you're going to expect when you first login to a table. That other things I do just want to mention up at this point is the ability to filter, group, salt and color your data. So full term is a great one because bear in mind, you're gonna be having various views in Airtable. And so you might have quite an extraordinarily big dataset, in which case you can call that the master data set. But your very next view could be client view or invoicing view, or something that allows you to just see a sub select of the data. In this instance, for example, this sample of data, Let's say we add a condition and we say we only want to see things when the status is editing. So that could, for example, be a view that I'm creating for my editor. And hey presto, it's as simple as that. It's going to filter that out for you. So you can add as many conditions as you like. You could then say, Okay, I want it to be editing and talking head. Again, it's just going to filter things down further and further here. All of them are talking head. So that was wired was doing that. Then to simply remove those filters. So straightforward, you just hit that trash can icon. Similarly, if you're not wanting to filter things out, but you want to group by the status. So you only want to see things that are informing. You, want to group things that are in editing. You can see that you can pop them all together using the group field. So this isn't removing anything from your view, but it's definitely grouping things together, which is really cool. Then we can remove that, and then we can say salt. So if we wanted to do things in alphabetical order, or we wanted to look at which has notes versus what doesn't a to Zed, Zed to a. Or we could look and see. We only want to look at the stuff. We want to pull up the stack. Should I say that has quality tests? We want to start from the staff and go to the narcotic staff. So many different options. And then color because we're operating on the Freebase, it's not going to allow us to do this, but good to know is when you upgrade to a paid for base, you'll note that you can also color coordinate things, which is really FUN too, because that means that, for example, if something has been in your system for longer than three days, you can do a FUN little red thing to call attention to something, or you can make something green if you wanted to call that out. So that's the top line in terms of what to expect. You'll also notice that they are tabs along the top here, which are going to be the different things that you're trying to track in your business. So for me, I like to have my classes. So AI accelerator charged up E101 a table. But then I also have some different versions like Youtube sponsorships, briefs, as well as a content calendar. So I hope that helps to alleviate your nervousness when you first login that effectively expect Excel, but beta and expect a whole lot of formatting options to make things really easy to use and super, hopefully self-explanatory. But if you do have any questions, of course, that is what I'm here for. So I'm going to be with you every step of this journey. 5. Course creator example: You guys in on a little secrets and that is that this is absolutely my favorite use case of Airtable. I create courses in addition to my nine to five. So I have to say incredibly on top of the organizational side, of course creation. And I've noticed that Airtable has given me an edge that not even notion could, if you know, notion that it's quite a similar tool. But honestly the database approach of a table has just been second to none for me. So it's really helped me to just get on top of exactly what I meant to be doing on any given Good day and what the brief is on what I'm really working towards. Here you can see three of the causes that I've recently been working on. There was one which was focused around AI acceleration, one focused around THE beauty. And of course this one focused around a table. Here you can see I'm populating the course name quite simply. And I can drag and change the different order of it. And here in my notes section, I'm writing my script. I'm also putting a status, a video type of farming date, duration, whether it's been quality checked or not by me. And then a URL for where it's going to love. This could either be on Skillshare or on whichever platform your app alerting a two or it could be a Google Drive URL. We can have both. And then I'm also using the button functionality, which, which is what's allowing me to have just a simple button that says View now. Alright, so in terms of heart, I'm going about doing this. Either I'm writing the script myself or I'm using touchy PT to write it for me. But either way, it's going to be populated in the notes section. I can easily change this name by simply going to edit field and changing this, for example, to scrub. And typically I do suggest enabling rich text formatting because that's going to be what's going to allow you to include checklists, type links, headings, code blocks, and more. So let's save that. So from here, if I hit the Spacebar, I can then open this record and it's going to take me down to the script section. Here is everything that I wanted to say in my script. So I will always say something along the lines of if we haven't met before, It's an absolute pleasure to meet you. And I used this across multiple different classes and courses. So the fact that it's bolded is because I know that that's something I'm going to absolutely need in all of my classes and it just helps me to pull that out for the next class. The status that this is N is editing. Editor is currently helping me with the editing of this. But it's, it could be in scripting, filming, editing, uploading are many more. How you actually go about creating a status field is you simply hit the Plus to create a new column. And then you'll go either to single select or multiple select depending on whether you're allowing it to be one thing at any one time or if it can be multiple things at any one time. And then I can create the options like editing, scripting, you name it. It's all going to go here and it's also going to choose a color for me. But if I'm not happy with that color, hey presto, all I have to do is click and I can edit it like that. So very, very straightforward from that perspective. You can add as many columns as you like in a base. And you can also easily delete columns. So let's say for example, we created this one and we decide now we don't need that. We just going to hit the downward arrow and hit Delete field. Then the talking head versus live demos telling me what the video type is and then the phone data and populating here. The reason why I like to populate a foam day. And again, if I hit that space spots opening the full record for me is because once I've populated it, I can create a different view, which I would've done by going down here to create and select and calendar here, I've already done it, so I'm going to select calendar there. You can see both what classes or courses you're meant to be filming on which days. And you can, again click Expand to open that full record. That is really brilliant in terms of keeping you on track in a very visual way. Then what I love about it is here on the right-hand side on the calendar version. You're going to see that anything that doesn't have a date will be populated. Yeah. So for example, Project Tracker I'm working on at the moment. It didn't have a date. All I need to do is grab bad record from the right-hand side and populate it onto today so that I can see what I'm working on today is Sunday, July the 9th. That's a brilliant way of looking at it. But other two views I would love for you to take a look at from this perspective would began if you are going to go for the Pro version of a table, you can do that or timeline. Again also pro functionality. If you don't want to go for the pro feature, which I'm not actually currently using I can simply use Kanban or Kanban. So here you can see all the uncategorized ones are just chilling like villains over there. And then I can simply drag things in and out of their statuses again in the same way that in my previous example, just by dragging it, it was adding the date here, just by dragging it, it's going to change the status. And that's because when I created the Kanban view as in our way into plus Kanban, Let's say yes, we don't mind at naming like that. It's asking me what is that grouping field and it's giving me the suggestion of status because that's typically what the kanban is used for. Or I can change that, but simply by hitting stages, it's going to create that same version of what I had there. You can bookmark this to be your default view. You don't always have to look at the grid view. I have noticed people will typically stick to the grid view once they're comfortable with that. But it's not always the most effective or visual way of looking at your data, then I do like to capture my duration here. So high I'm doing that is I would have hit the Plus icon and then I would have just popped into the slightly lower down box. And I would have taught something like say time. There you can see there's a Duration option. I simply need to select the format and that's what's going to do that for me there. Once I've done that and I've populated my duration, guess what? I can see the duration of all of those different segments over here. So I don't have to do like on Excel equals sum. It's actually summing it up for me automatically and for any numeric fields, It's going to do that for you. Summing it at the bottom of the column, quality check. So you can see the little, if you hover over the icon that this is a checkbox field. Again, how do we do that? Just look for checkbox. So, so, so simple. These are actually exactly what you're looking at in your class that you're watching these or all of the different segments. So you can see exactly how I'm using it. I'm popping my script in here. I'm editing the status as I go and I'm keeping track of everything. If I don't yet have a script and I wanna go to church, EPC, Let's say I can either use chatty BT to develop the course outline or I can use it to develop the script. So here it's actually giving me blow by blow exactly what it thinks should be the segments of my class. I'm going to let it go ahead and do that. And then I'm going to copy and paste it and pull it into a table. It assumed that I was actually happy with this outline. Let's copy it and let's create a new table rather than going with this old ones. So by doing that, we would simply hit the Plus icon and then we'd say create blind table. So here I'm gonna go over to name and I'm gonna hit paste. It's going to ask me, Do I want to expand this table and always just say yes, expand the table. Yeah, you can see how brilliant is this. It is literally populating all the different names of every different class that it thinks I should effectively creates a segment for. The only thing that's getting a little bit confused is of course, some of these or titles would say module when or module two. So what we could do in this instance is we could create a single select and we could call this module prides. We can then drag the column next to the name column. It's rather copy and paste. So for example, we could do like that. To pop that there. To down today. Do this one. Paste, drag it down. Come on. See that when paste drag it down. And keep on doing this until you're happy you've covered everything. Alright, then what I'm gonna go to do is go to the Edit Fields of the modules. And here you'll see I can change hello. So literally Let's just choose a different color per module and hit Save. Beautiful. Now bear in mind that these are not correct any longer, so we can remove them. So simply by hitting the little checkbox, which effectively replaces the number when you hover over it, double-click, delete all selected records. Yes, we want to Fed be less. Next thing we can eat the filter to maybe only look at my juul one if we wanted to create a view just for module one or what I would suggest doing is just saying group and saying Group By Module. Hard, straightforward and simple is that now we said we wanted to have our notes as the script section. We can change the name. Yeah, it's a script. And then we could either get charged CPT to write a script or we could write the script itself and pop it in there. Then we could create an assignee over here by hitting the drop-down. Or we could create a status. Again, I would suggest using statuses like editing or exactly where it is in your workflow. And that is how course creators are using a table. They are effectively building out frameworks, either themselves or with the assistance of AI. There Then retrospectively going in and populating that stuff so that they can always be on top of where they add in that course creation journey. I hope that helps you if you are either an aspiring course creator or course creator yourself. It has been an absolute game changer for me and I'm hoping it'll be for Youtube 6. Youtuber example: A really FUN way in which you can use a table is as a Youtuber. So I have my own YouTube channel and a big way in which I like to organize my upcoming scripting, upcoming editing and my upcoming upload schedule is using a table. So I'm gonna show you a dummy version of exactly how you can do this. So as you can see here effectively, I have populated a bunch of different video ideas, which again, either I can create a way can get AI to help me creates. And I like to assign them erasing out of five. So simply, what I've done here is chosen a rating field columns. So how I would do that? Again, just hit the Plus search for rating and voila, you can then choose a style if you have the premium version. Or you can simply just choose how many stars if you're on the basic version like I am, I'm going to keep it as five it creates. And that's going to allow me to assign little stars. So that's how I've done that. And I've taken the titles that I liked the most, given them five-stars. They can vice given them four-stars, third most given them three stars and so forth. Then I've hit the group fields and I've grouped it by the rating itself. So if I were to remove that, that would've been what the data would have looked like. But I've just hits group and then I have had see all fields are rating. Okay? Then I've chosen to do it nine to one, meaning most stars, TV stars. Alright, then once I've done that, I can pick and choose every time I have the time and the wherewithal to create a video, I can go and then take a look at which of these five-star rates of videos I want to go and then do versus some of the other ones. I can either leave them with no rating or I can give them one-star if it's like, maybe I need to think about this further or do a bit more research will re-frame the title and a specific way. I can then populate my script in my notes section. So again, we can script rather than nodes. We can have an assignee which could either be me or like I mentioned, if you don't want other people working on the table base with you, you can just populate names like that so that you know who is busy working on it, then you can create a status field. I've used ideating, scripting, editing uploaded, and then I'm doing something a little bit fancy and sponsors, so give me one sick before I get to that point. I've then got a form date. And I can also assign a budget if for example, I've spent a certain amount on props or an editing, I can assign a budget here. Then again at the very bottom here you'll see that it's summing everything that I've spent. The two fields that are new on this particular example which you weren't yet have seen is I'm starting to use a formula field. How that works again, if you hit the Plus, you go here and you type formula, that's what you're gonna get. And it's going to allow you to enter a formula match like on Excel. So here you can populate Whatever you need. So what I'm doing is setting up a little formula cold working days before shoot. So it's kinda giving me some indication of how much time I have to prep for a particular video and just effectively giving myself enough of lead time. So the formula which I've used here is Workday and discord difference. So workday and discord diff is the official way that they refer to it. And then I'm comparing today with my film day. And voila, it is giving me how many days will have to prepare. This is a little bit more advanced. Obviously, this is a beginners class. I won't focus too much on that. Just to let you know that they are ways in which you can set up alerts for yourself. What I do want to focus on those sponsor ideas. So this is our first introduction to the linked fields concept. If we go playlist, you'll notice link to another record is the top option. And what we're going to use that for. So basically I've just hit that and have been able to populate some stuff from a different table. So you can see Nestle or cocoa, any of that sitting in this current base. I'm going to delete it and just start again so you can see exactly what I've done there. Alright, so plus LinkedIn other. Now it's populating all of the tabs that you see at the top here, it's populating over here. So I'm gonna say actually, I want to link to a different table. I want to link to a table that I've called sponsorships and create field. Now it's asking me, in addition to my primary field, that's in the sponsorships tab, which I'll show you in a second. Are there any other fields that I want to pull through? So for now we're going to click skip. But bear in mind they are additional linked fields that you can pull through. So let's go to sponsorships and see what I have. Yeah, sorry. If I'm a Youtuber working with clientele, I can have Nestle, Coca-Cola, Toyota Cadbury Budweiser. I can have the email address of my client or the agency that represents that time, the phone number, the nodes. Nestle apparently loves the color blue. And I can give them a status. Maybe they pay really timelessly, in which case maybe I want to give them a gold, so on and so forth. Let's delete that for now. So you get the picture. Basically, I've wanted to put all of my client details somewhere and I've called it the sponsorships. Now when I go ahead and head back to Youtube, you'll see that now if I hit the plus, I'm actually able to access stuff from a different tab now how cool is that? So let's say we sit cook, Toyota, Cadbury. You actually able to assign basically the client or whoever sponsoring that video. And then it can link through two different record which has a whole different set of information. So how cool is that? I mean, you can also easily just click on the record and it'll open it up. I haven't mentioned this before, but it's definitely worthwhile noticing that you can see some of your history. If you have the premium plan, you can see all of the history. But certainly if someone's like made a mistake somewhere along the line or overwritten your changes, you can actually go back and check it. But that is effectively how I'm using it. And I haven't populated very accurate dates here. But let's see Kanban and calendar views nevertheless, you can exactly see what status on my end sample calendar, when am I shooting? What if I don't yet have a sheet date? Can I drag things from the right-hand side, cross it? I really hope that that helps you if you are a Youtuber or uninspiring Youtuber 7. Social media example: All right, sir, I know what you're thinking. You may not be a Youtuber, but you may still be wanting to use Airtable for social media planning purposes. Like I mentioned, they are of course ten pizzas you can use. And I've simply selected the content calendar template. And you can see here, I mean, how incredible and useful is this little templates. It is effectively showing you that you can use a table to stay up-to-date with your content, be, see all of your content in one place. And three co authors workload. So of course, like I mentioned at the beginning of this class, a table is all about collaboration. So you do want to be making sure that everyone is managing what they workload. Let's just pull this little thought. We are quite familiar at this point with the calendar view. It's rather look at some of the other views. You can see that it is showing us exactly who is working on what. I can then go. Of course, choose to duplicate this view and create my own version. But basically it's showing me the headline and sub-headline. It's showing me an image or suggested images when there's any channels that I'm hoping to make. The other thing they using is something called extensions, which is showing you the number of records which are each different status. So this is just an FTE pop out with that, as well as a beautiful table which is showing you which creators are busy with. What really super straightforward. All you need to do is hit Copy base. It's going to ask you to which workspace would you like to install it? I can just say megs. And here we go. Let's see what this does. It's populated it for me because I'm on the free plan, it's only letting me use one extension. So let's say we're happy with that. And we can of course, when we've status by writer, but good to know that those are things that you can do. Another template I really like to show off is if you select the Project Tracker template, when you are choosing your templates, you'll notice that this again is a brilliant one because it combines what's known as an interface, which is a different way in which you can see your data. And it really is just showing off that you can use it for, let's say a brand refresh and redesign and employee satisfaction survey and new homepage, welcome emails and so forth. Effectively, what that's doing is it's got a tab for tasks, timelines and assignees, and it's got a tab for overview. And then if you go into interfaces, you'll notice these little eyes. That's where I'm seeing that interface. An interface does that weigh more customizable view? You're not relying on the grid view, the Kanban view, any of those views instead, you actually empowered to create your very own interface. And that is going to be what allows things like data privacy, for example, you may want to see all the underlying data as the day to hold all the data owner of the people that are working on the data don't necessarily need to. So you could design templates and interfaces for each of them to make sure that what they're looking at in a table suits their job description exactly what they're hoping to get from software effectively. So I hope that that also just showcases that they are of course, a huge variety of different ways in which you can utilize a table. Please do let me know in the reviews or comments if you would like more advanced version of this class because of course then we can go into automations and interfaces and that sort of thing a little bit in more detail. But what I will just leave you with a parting thought is automations are another really cool. But if functionality in a table that we could get into in a subsequent class, effectively what these do is it allows you to kind of trigger different workflows or trigger things that are going to happen. So I'll give you some examples of when you'd use this. For example, you could trigger a Slack integration that says when you change your status to Dan Ping, the editor-in-chief to review the information. Stuff like that is great. Otherwise, I use it a lot in my day job for tracking. So I can track in every different status how long something sits so that I can see where holdup is in a particular process. And lots more stuff like that. So if they are more advanced things that you are hoping a table would be able to do. We can just simply cover that in a upcoming class and you can let me know exactly what it is that you're hoping to achieve. 8. Ecommerce inventory example: Part of my day job, we're thinking ecommerce involves a whole lot of a tables I'm going to be sharing with you in this example. Just exactly how you're able to use a table from an economist's perspective. So this is a duplicate of a similar base of what we use at work. And effectively this is going to help us to work through both web tasks, which is things that other members of staff are flagging to our team to work on from a content perspective, as well as photography been one of the tabs is studio in how shoot required. Here you can see there'll be a whole bunch of different product names, these external links associated. If there's an in-house photography brief, it can be captured here. Then there's a drop-down to allow you to shoot either pack shots or lifestyle or patch on and lifestyle to indicate to the photographer what it is that you're expecting them to shoot. Whether the sample is coming from the supplier or whether we having to pull it from one stock and what the deadline reason is. So are we featuring and an unused later? Is there a campaign maybe upcoming? Isn't a new brands. So we may be, if there isn't a new brand, maybe we can reference previous examples of the photography we've shot for them before. If not, if the brands and of course, we're gonna go ahead and start to craft that CI may be based on what they have on their website. And then all the enhanced information including skew code, barcode, and so forth. So that's one example of how it can be used. The other example it can be used for in the e-commerce space is keeping track of inventory. So RStudio has a lot of stock and equipment, so that's cameras. I'll let lightning samples that we need to utilize. And so again, you can see here's the product name, the brand, the product image. So what exactly does it look like? What is the quantity that we have on hand? And what is the condition. This is of course particularly important where you're tracking the condition of your photography. This is particularly important if you're tracking the quality or condition of your cameras, off your microphones and so forth. And then you can also just utilize this inventory drop-down, which is going to show, is that a sample, is it a styling prop? Is it equipment or is it production product? So again, super useful. There is another one, which is for products going live on our site. So again, quite similar to the studio in harsh shoot required. It's a bit more of a detailed database that you can flesh out. And again, this is basically just helping us to manage and stay on top of deadlines here you can see that as a calendar view, should we wish to rather present our deadlines in this way? But because this is a dummy, It's not sharing exactly what's happening there. Then finally, one of the things that I found really important in working in e-commerce, particularly if there's a proprietary backend or CMS or different looking interface. So we're not talking WordPress or Squarespace or Wix, we talking about a custom bolts back-end. So basically, that is going to mean all necessitate that we have learning hubs in any of our bases. I'm trying to advocate for the inclusion of what we're calling a learning hub effectively. Then you can see, I've labeled it, is it a dynamic landing page or DLP as I call it, is it a category management job? Is it a redirect job? Is it a feature save jobs so that the particular resource or person who's tasked to a job, they can, especially in the beginning, just go and reference like, how does this company do UTM tracking? Why did the automation considerations? What are the nuances in terms of how we reference our products? And all of these work together to really creates almost like a sandbox in which everyone is working on the same set of data. There's a single-point of truth, which of course is incredibly important. And that's going to mean that Iran is pulling in the same direction. We're all up-to-date and there is a reduced reliance on and e-mails. I can definitely testify to the fact that using a table does reduce your reliance on email, particularly if you're working with your clients inside of an tables. So now you're going to be tagging team members in the comments. You're going to be tithing appliance when things are ready for approval. You're not going to have to send a long and convoluted email, which really is just tried to tell someone's stages of their project. So I hope that that shows exactly how you can use it in the comments space. 9. Client communications: Apart from what I have described in this class regarding how you can use Airtable to track project progress. They are, of course, numerous ways in which you can now apply your new font skills within your creative business. Another common use is to take your creates a business to the absolute next level. With enhanced client communications, you can use a table to store all of your client details in one place and then create fields for the name, contact information, preferred communication methods. Any other relevant information? Maybe they kids names, they've pet's names and so forth. This ensures that you have quick access to vital client information whenever you need it. You can even invite your clients as collaborators on your base, which allows them to access specific tables or views, keeping them informed about their project, as well as any updates on timelines and deliverables and so forth. Plants can also provide feedback directly within a table, fostering seamless communication and collaboration, and eliminating the need for lengthy client email chains. This would be a great use of a tables commenting feature which can be used to facilitate discussions and gather client feedback on specific records. You can mention clients by using an act followed by the name, ensuring that they receive notifications about relevant updates and communication. A table enables you to attach files directly to your records so you can use this feature to share, design mockups, documents, or any other files relating to your project. And clients can easily access and download these files ensuring that everyone is on the same page. You can also automate email reminders. So with air tables automation features, you can set up email reminders for important project milestones or upcoming deadlines. This insurance, both you and your clients stay informed and meet project timelines without manual follow-ups, you can also use it for reporting and insights. So generating reports and summaries using a Tables, aggregations, falses and groupings is super easy. This is going to allow you to present project progress timelines and any other relevant information to your clients in a kit and visual formats. So you can see that just by utilizing these cool features, you can streamline your client communications, foster collaboration, and enhance transparency. So with everything centralized in one place, you're going to be saving heaps of time, minimizing miscommunication and delivering on your projects that much more efficiently. 10. Let's design your database: In a table using a different tabs known as tables helps you to organize and manage various aspects of your creative business. So here are some scenarios way you might consider using different tabs on a table, organizing different categories of data. Using different tabs to categorize and store different types of data is recommended. So for example, you could have a tab for clients and now the full project, another tab for inventory finance or maybe team members. The separation allows you to keep relate to data organized and easily accessible, managing multiple projects. If you handle multiple projects simultaneously, creating a separate tab for each project can help you to track and manage them individually. Each tab can include project specific details like timelines, tasks, deadlines, progress, as well as client communication, tracking resources or assets. If your creative business involves managing resources or creative assets such as images, videos, or design files. You can dedicate a tab to track and organised each of those. Each record within this tab represents a specific resource or acid, for example, metadata descriptions as well as maybe the links to the files. Storing Client Information. Maintaining a tab specifically for client information allows you to store all of the relevant details about your clients in one place, including client names, contact information, Project history preferences, and any other information that you need to provide personalized and efficient client service, managing team members or collaborators. If you work with a team or collaborate with freelancers, having a dedicated tab for team members can be helpful. You can include fields for their names, roles, contact information, and any other relevant details. This tab can also serve as a centralized directory for easy access to team member information, analyzing data and metrics. If you want to analyze and track metrics or data relating to your creative business, creating a separate tab can be beneficial. This tab can include fields for Key Performance Indicators, KPIs, financial data, marketing analytics, or any other data points that you wish to monitor and analyze. Remember the number of tabs you create an air table depends on the complexity and specific needs of your creates a business. Using different tabs allows you to organize data, streamline workflows and gain insights into the different areas of your business as your business grows and evolves, you can of course, add and modify tabs to accommodate new requirements. 11. 10 words you need to know : When using a table, understanding key terms is crucial for navigates and then making the most of the platform. Here are ten important tends to familiarize yourself with. Number one base. A base and a table is the primary container for your data. It's like a database that holds all of your tables, views and records. Table. A table represents a collection of records in a table. Think of it as an individual sheets will tab within your base. Tables are used to organize and structure specific types of data such as clients project will inventory, record. Record is a single entity within your table and it contains all of the information associated with a specific item, entity, or object. For example, in a client's table, each record would represent an individual clients and contain the details field, field. So the individual data elements within a record, they hold specific types of information such as text numbers, dates, attachments, checkboxes, or drop-down list. Fields define the structure and the properties of your data view. A view determines how data is displayed and organised within your table. It table offers various different views, including grid views, which is your traditional spreadsheet-like view. Gallery view, which displays records as visual cards. Calendar view in which you can visualize dates and events. And Kanban or Kanban view, which uses cards and columns to manage your workflows full-time. A filter that allows you to narrow down the records interview based on specific criteria. You can apply filters to display only the data that meets certain conditions, making it easier to focus on the relevant information, formula, formulas or expressions that perform calculations or generate dynamic content based on the values and your fields. With formulas, you can automate calculations, manipulate text, concatenate data, perform other functions to derive meaningful insights from your data. Linked record. A linked record as a field type that establishes a connection between records in different tables. It allows you to create relationships or associations between the data, enabling you to link related information. For example, linking a project record to a client record in separate tables. Collaborator. A collaborator is a person you invite to access and work on your Airtable base. Collaborators can have different levels of access, including view only, edit, or full control, depending on the permissions that you grant them. They can then contribute to the data, collaborate in real-time, and of course, participate in discussions within the base using the comments functionality integration. It table offers integrations with other apps and services. In order to enhance its functionality. Integrations allow you to connect a table with tools like Slack, google Calendar, Zapier, or integral Matt, enabling you to automate workflows, synchronize your data and extend the capabilities of your Airtable base. But understanding these key concepts, you're going to have a solid foundation for using Airtable effectively and of course, leveraging its features to organize and manage and analyze your data for your specific creative business 12. Identifying your business requirements: Before diving into a table, it's essential to identify your specific business requirements and objectives. So let's break down the process in a few key steps. So step one, you're going to want to assess your current workflow. Take a closer look at your existing workflow and identify pinpoints. Well, inefficiencies. Are you struggling with project management, client communication, or is that organizing your creative assets that you're battling with? So understanding these challenges will help you to determine the areas where it's able can make the most significant impact. And then of course, start their step to find your objectives. So what are you hoping to achieve by streamlining your creative process? Do you want to improve collaboration in Hans project tracking or increase your productivity? Clearly define your objectives. Can shut that your implementation of Airtable does in fact align with your goals. Sit three is to identify key areas of improvement, identifying the specific areas and your business that could benefit from using a tail. So for example, you might want to streamline your client onboarding process, automated, repetitive, specific tasks, or create a centralized database for your creative assets. This tape is going to help you to focus your efforts and make the most of your tables features. Step four is to determine the necessary data and fields, considering the type of information that you need to track for each area of improvement. So determining the essential data points and creating corresponding fields in Airtable is important yet. For example, if you want to streamline your client onboarding, you would need fields for client contact information, project details, deadlines, and deliverables. Step five is to plan your workspace structure. So thinking about how you want to structure your Airtable workspace is integral. Identifying the tables you need and how they relate to each other is the point yet. So for instance, you may have tables for clients, project, tasks and resources, visualizing the flow of data and ensuring that it aligns with your business requirements as important. By following these few steps, hopefully you might have a clearer understanding of those business requirements as well as your objectives when using a table in order to streamline your creative business or project. So this preparation phase is crucial because it's going to ensure you have a successful and smooth implementation over on a table 13. Setting up your workspace: Setting up a workspace in a table is a straightforward process that allows you to create a customized environment tailored to your specific needs. Here's a step-by-step guide to help you to get started. So first off, sign-ins a table, visit the air table website and sign into your account or create one using your credentials. You can just, as I mentioned, sign up with a free plan. That's absolutely fine. Creating a new base. So once you've logged in, you'll be taken to the air table dashboard, check on the plus new base button to create your new base. Here you can either choose a template will start from scratch. It table offers a wide range of templates design for various use cases. And you can easily select a template that aligns with your creative business requirements or start with a blank base to build your workspace from scratch, choose the option that suits you best, name your base, giving your base a descriptive name that reflects its purpose. So for example, if you're using a table to manage your design projects, you could name it designs project tracker. Next you're going to want to create a table inside your base. You'll need to represent the tables with different categories or aspects of your creative business to think of tables as individual spreadsheets or tabs. For instance, you might be creating tables for clients, projects, inventory, finances, or any other relevant areas. Next, you're going to want to define your fields. So within each table you'll define fields to capture specific information. Start by identifying the key data that you want to track for each table. For example, in the client's table, you might have fields like client name, email, phone number, and Project history. You can add fields of different types such as text, numbers, dates, attachments, checkboxes, and mole. Then you can customize your field properties. So customizing your field properties is based on your requirements. For example, you can set, you can feel to be required at formatting options or define drop-down lists for consistent data entry, establishing relationships. If they are relationships between tables, you can of course, establish the connections using linked fields. For example, if you have a project's table in a client's table, you may wish to link a project or specific client by adding a link field that references the client's table, designing views. It table offers different views to visualize your data. The GridView is the default view that displays your data in a spreadsheet like formats. And you can also create additional views like gallery view, calendar view, or Kanban view, depending on which one you would like to use to act and present your data with setting up collaborators if you're working with a team or when a share your base with clients or collaborators, you can invite them as collaborators on your base. Determine the access level, whether they can only view the base, make edits all manage the base of the line side. You customizing the workspace. Customizing your workspace is all about rearranging your tables. You'll fields on your views in order to suit your workflow. You can resize columns, drag and drop fields, and reorder your views to create and organised and intuitive workspace. And that's it. With these steps, you can set up a workspace in a table that aligns with your creative business needs or your upcoming project. Remember, of course today a table offers the highly customizable environments. So feel free to experiment. This will take time and iterations to refine your setup as you go. In the next lesson, I'll show you my suggested setup for managing a longer-term creative projects. 14. Your project: The best way, of course to learn is to put what you have been absorbing into practice. And that is of course, why we need to establish what our project is going to be for this class. So this one is really, really straightforward. I want you to just create an absolutely basic overview of either upcoming tasks or maybe not the client lists because of course we don't want you sharing confidential information. But if you've got dummy data and you're happy to share how you're using a table. I would love to see a screenshot. This can be of a grid view, a calendar view at gallery view or Kanban view, whatever you are most comfortable sharing beds. I would love to just see that you are having a little play, having a little fiddle. You all caused. Also welcome to use a pre-existing template. So if the thought of starting from scratch, it's proving a little bit too much, then of course, feel free to use any sort of templates. And ya, I'd love to see how you using the various drop-downs. There's so many different ways in which you can use a table that honestly they are about 100 different applications of it. So I'm really just interested to see what you are hoping to use it for. And I can't wait to comments and share and chat about it in the comments sections. So please do feel free to go ahead and do that. It hopefully it shouldn't take you more than 15 min or so. Good luck. 15. Thank you!: Congratulations, you have successfully completed the a table one-on-one class of mine and I could not be more thrilled for you. Thanks for journeying with me on this learning experience. I hope that you now feel equipped to manage your creates projects and handle time communications more efficiently using a table. Throughout this course, we've of course explored the powerful features of a table from organizing data, collaborating with teammates and clients, and everything in-between. So I trust this newfound skill of yours is going to prove invaluable as you tackle your longer-term Creative Project with ease and efficiency. But our journey doesn't end here. I encourage you to please take a moment to review this class shale feedback. Please let me know how I've done and if this class has in fact helped you in your creative endeavors, you'll input, of course, is not only going to help me improve, but to also guide future students even better and help them to embark on their own Airtable journey. I'd love to see your work in action. So of course please do post your projects. I would love to see you sharing that with the community. Let's really celebrate these accomplishments, inspire others, and embrace the power of a table altogether for our collective creative proceed. Once again, thank you so much for choosing my class. I hope you found it informative, engaging, and most importantly useful in your professional journey. And I cannot wait to see in the next one said we can keep on doing its little better.