How many projects do you have a hand in? Depending on the project management tool you’re using, it can be a nightmare trying to track tasks you’re personally responsible for across multiple projects. 5 Airtable templates for productivity Personal task and project manager With this Airtable template, you can track your account-based marketing initiatives across multiple products, channels, and campaigns. Need a way to analyze your customer base but don’t want to use a full-fledged CRM tool? This powerful Airtable template can help you record, organize, and sort through multiple layers of customer information. That’s where this Airtable template comes in. But while those tools have their own reporting capabilities, they’re not always well-suited to tracking overall performance across multiple initiatives. Email campaign trackingĮmail marketing usually happens in dedicated tools, like Mailchimp or HubSpot. This template gives you a simple way to track marketing initiatives without leaving Airtable. This is especially true when you’re collaborating with other teams. When your team’s constantly working on great content, it can be tough to keep it all organized. That way, customer-facing teams - like sales and support teams - can easily find the content they need, when they need it. 5 best Airtable templates for marketers Automated content catalogĪ content catalog is a database used to centralize content created by sales teams, marketers, and other contributors. It can be consulted asynchronously at any time and should answer the FAQs that all new employees have when they join your company. Employee resource databaseĪn employee resource database is a repository of information, data, documents, and other resources for employees. Start off on the right foot with this template. That makes tax season and quarterly reporting a bit messy. Many small and medium businesses don’t really use an organized, standardized way of tracking their finances. Need a way to manage your organization’s finances? You’re not alone.
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With this Airtable template, you can easily record that growth so you always have the information available. If you’re managing multiple social accounts within a marketing team, you’re probably asked to track how those channels grow. Track spend on a monthly basis versus your forecast and group by categories like ad spend, software, freelancers and consultants, and more. Use this template to easily track your marketing budget over time, even across multiple bases. It offers them a quick snapshot of whether the initiative is on track or falling behind, what’s been achieved, and what’s left to do. Automated project health reportĪ project health report is a simple report used to inform managers, clients, or other stakeholders about the state of a project.
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This template lets you do all that without leaving Airtable.
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Pull in everyone’s tasks, group by assignee, and see how your team’s resources are allocated. 6 best Airtable templates for reporting Automated resource management reportĪ resource management report offers a rapid look at how the members of your team are spending their time and effort. Just adding one of these to your Airtable workspace will completely transform the way you work.
#Meistertask templates free#
Here’s our list of the 15 best free Airtable templates - with one extra. After all, at first brush, this looks like just another spreadsheet tool, right? Well with the right Airtable template, you’ll see just how wrong that assumption is. But if you’re not technically-minded, you might be struggling to figure out where to start. With a bit of technical know-how, you can build entire apps that power your workflows. Airtable is easily one of the most flexible tools on the market today.