Airtable Introduction Course Outline
Overview
Airtable is as straightforward as a spreadsheet but as powerful as a database and it lets you organize anything you can imagine! It is not just numbers and text. With Airtable you can organize checkboxes, dropdowns, long notes, links to other tables as
well as attachments, Records can be organized in a grid like a spreadsheet but can also be grouped, shown on a calendar, arranged in a gallery and can be embedded into a website. With Airtable you can organize anything, with anyone from anywhere!
Audience
This two-day course is designed for the beginning Airtable user who needs to understand and use the basic techniques for entering, organizing and viewing data.
Prerequisites
Before attending this course, students should have experience using Microsoft Excel and a web browser.
Course Outline
Getting Started
What's a workspace?
What's a base?
How to make a base
Use an Airtable template
Explore Airtable Universe
Import a CSV file and turn it into a base
Build a base from scratch
Making your first base
Tables, Records and Fields
What's a workspace?
What's a base?
How to make a base
Use an Airtable template
Explore Airtable Universe
Import a CSV file and turn it into a base
Build a base from scratch
Making your first base
Customizing Your First Views
Understanding views
Making a new view
Filters
Hiding fields
Sorting
Manually reordering records
Automatically sorting records
Switching between views
View Types
Grid view
Grouped records
Row height
Frozen fields
The summary bar
Calendar view
Calendar view pro features
Kanban view
Gallery view
Forms
Making New Tables and Linking Records
Relational databases and linked record fields
How to set up linked record fields
Method #1: create a new linked table from an existing field (recommended!)
Method #2: link two existing tables
Building Blocks for Success
Building blocks for success
API Keys
Adding your first block to a base
Organizing your blocks
Collaboration
Workspace and base collaborators
Permissions
Collaborators and billing
Collaborator field
Forms for collaboration
Base share link
View share link
View outline in Word
XATINS