If you’ve ever wanted to streamline how you get work done, workflow design is the secret to making your team’s processes more efficient.
Every business has its own workflows, some of which are simple, some of which are complex. Invest in understanding your workflow up front, and you can reap the rewards of saved time and energy later.
In stage 1, we talked about how data forms the foundation for your team’s workflow in Airtable. Now, it’s time to bring that data to life by mapping out the steps your team will take to get their work done.
In this stage, we’ll help you understand your workflow’s mechanics, and translate them into a custom Airtable solution that’s tuned in to your team’s exact needs.
Explore these four steps to establish a more effective workflow:
Get to know your workflow! Set your team’s goals, map out the steps it’ll take to get there, and identify the key information and stakeholders involved in the process.
Explore step 1 here
Make sure your base is optimized for your workflow. Set up tables, custom fields, linked records, and views to match your team’s requirements.
Explore step 2 here
If you’re transitioning from another tool, import your data into Airtable to start your new workflow right where you left off.
Explore step 3 here
Once you’ve got your workflow up and running, fine-tune it with Airtable pro tips and answers to common questions.
Explore step 4 here