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Airtable Templates Streamline Your Work with Ease

November 2, 2023 516 views

Airtable is a tool that allows users to save and organize information in a spreadsheet-like format and also offers features such as collaboration tools and document templates. So what are these Airtable templates, where can you find them, and how can you use them? In this article, you’ll learn everything you need to know about Airtable templates, including how to create Airtable templates and more.

Part 1: What is Airtable?

Airtable is a project management software that enables users to create and share structured data in the cloud. The intuitive user interface enables anyone to create a database in minutes.

Furthermore, You can find a wide variety of free Airtable templates and very affordable Airtable templates for sale available for different document needs on the platform.

Without learning SQL or scripting skills, these Airtable templates allow users to store, categorize, and share information about any subject matter—from employee directories to product inventories to apartment hunting.

Features:

Airtable offers various display options, including Grid, Gantt, Timeline, List, Calendar, Form, Kanban, and Gallery views. Additionally, it is integrated with various third-party applications, such as Salesforce and Slack, as well as Soundcloud and Trello.

Pros and Cons

Pros:

  1. Offers a free forever plan and cost-effective paid plans beginning at $10 monthly.

  2. Very user friendly

  3. Provides templates for easy setup and use

  4. Offers a real-time collaboration and communication system

Cons:

  1. Limited project customization without a paid plan

  2. Gantt tools require top-tier accounts.

  3. It may take a while to learn and understand advanced features.

Part 2: 8 Best Airtable Templates

Here are the 8 best Airtable templates to try out that will help you make your work more innovative and efficient as a designer, marketer, or manager.

For Designers:

1. Design Project Pipeline Template

I find Airtable’s design project pipeline template very customizable and easy to use, as it lets me keep track of all my upcoming requests in one place. Additionally, with this Airtable template, you can visualize the timing and resources for each project initiative in your pipeline.

2. User Feedback Template:

With this Airtable template, you can gather your customers’ feedback in one convenient place. You’ll also be able to view all the information you need to conduct your user testing & analysis.

For Digital Marketers:

1. Content Calendar Template:

Content calendars built using the template allow you to perform many tasks. Some include scheduling with multiple calendar views, reviewing the most critical data imported directly to Airtable, and more.

2. Marketing Campaign Tracking Template:

With the Airtable Marketing Campaign Tracking template, you can plan your marketing campaigns, visualize them, publish updates, and track everything. You can use it to track expenses, conversions, ROI, and more.

For Project managers:

1. Project Tracker Template:

This Airtable project management template gives team members a clear overview of project status and responsibilities.

Airtable Project Tracker Template for Project Managers2. Bug Tracker Template:

With the help of the Airtable bug tracker template, your team can easily organize and monitor software bugs. The template also includes a form to report new bugs.


For Event Managers:

1. Event Planning Template:

With this template, you can catalog every moving component, person, and location. It is versatile enough to be used at every event planning stage, from creating event collateral to completing the final touches.

2. Event Marketing Template:

With this Airtable Event Marketing template, you can keep an eye on the planning process and concentrate on what’s most important – delivering an incredible experience for your attendees.

Part 3: How to Create an Airtable Template

To learn the process of how to create an Airtable template, follow the comprehensive step-by-step guide below:

Step 1: Open Airtable

Step 2: Expand the Sidebar by clicking the sidebar icon on the top left corner of the page

Step 3: Click the arrow icon on “All workspaces.”

Step 4: Click on the workspace that you want to manage its base

Step 5: Click on the base you want to manage. In this tutorial, “Classic bot” is the name of the sample base.

Step 6: Click “Tools” on the top right corner of the page

Step 7: Click “Record templates”

Step 8: Click “Create a template.”

Step 9: Choose the table for your template

Step 10: Click the template name test bar, type your template name, and hit “Enter” on your device

Step 11: Your template is now set.

Part 4: Best Alternative - WPS Template

WPS Word Templates offers a vast selection of free templates to make your document creation effortless. Not only does it save you time and money, but it also provides you with uniformity and clarity.

All documents have a consistent layout, appearance, and feel. Additionally, the templates can be downloaded and used directly in the WPS software.

Use WPS Office to Work With Templates

WPS Office is a modernized, powerful, and user-friendly office tool app. The platform offers a comprehensive range of applications, including a word processor, a presentation creator, a spreadsheet program, and more designed to cater to various office and personal document management needs.

Some of its advantages include:

  • Simple interface and convenient functions

  • Free download and free-to-use Word, Excel, and PPT. Powerful PDF toolkit

  • Rich template store

  • Lightweight

  • Supports online documents

  • It is safe and stable


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WPS Office- Free All-in-One Office Suite
  • Use Word, Excel, and PPT for FREE, No Ads.

  • Edit PDF files with the powerful PDF toolkit.

  • Microsoft-like interface. Easy to learn. 100% Compatibility.

  • Boost your productivity with WPS's abundant free Word, Excel, PPT, and CV templates.

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FAQs

 1. What are Airtable Templates?

An Airtable template is a pre-configured table with pre-configured Airtable views to give you a head start with your data.

  2. Are the templates free to use?

Airtable offers a combination of free and paid plans. However, while many templates are free, certain advanced features may require a subscription.

 3. Can You Customize Airtable Forms?

Yes, you can tailor an Airtable form to your specific needs in the form builder—a customizable, drag-and-drop editable version of your form that gives you a preview of what submitters will see once it's shared.

 4. Can I collaborate with my team using these templates?

Collaboration lies at the core of Airtable's functionality. You can invite team members to collaborate, view real-time updates, and ensure everyone is on the same page.

Summary

In conclusion, Airtable templates are very resourceful for productivity and organization, offering solutions for individuals and teams seeking to streamline their processes and make their work more efficient.

However, if you’re looking for something slightly more accessible, less complicated, and cheaper, you should check out WPS Office. WPS Office offers a comprehensive user interface and a wide variety of templates and tools to help improve your productivity.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.