What Level is Your Design Business?

PMS, anyone?


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    Hi Lisa,

    Hope I explain this right becuase I’m very new to AirTable. I have each part of the project as a record within the project. For exacmple each line in the the fabric tab (or table) is connected to the project tab (or table). So going accross the top I have Designer – Project – Hard Treatments – Fabric/Trim – Shade Headrails – Upholtery Items. I like the way this works when I look at the veiws on my phone.

    For example the fabric/trim tab (or table) then has columns across for Project Name (linked to project tab) – who is ordering – fabric info – prodcut link – status – order date – est. ship date – rc’vd – checked in – notes. Each column does differnt things. Most columns are a date or check box so I can easily see if something in a column is emplty and needs to be addressed.

    So far it is working for me.
    Hope this helps!



    Thank you for sharing that huge well of knowledge that you acquired through “blood and tears”! The Airtable was just what I needed to mainly see the progress and what stage my projects are at. I have been struggling with that for years, especially when it’s not just me involved in the whole process. Even though we are a very small operation, it’s still hard to keep track of everything. I will be definitely using this system!
    Thanks a million for sharing and being so generous to let us just COPY it!!!


    Hi Lisa, Yes, I have a column for date recieved and I input a date plus there is a column called “notes” that is a long field type for typing in notes. My understanding of AirTable is the TAB is for caputuring the data and the view is for sorting the data. But, I’m not really sure if that is correct, it’s just what I’ve learned from youtube! Thanks – Jess


    Hi Lisa.

    For your answer:

    TAB vs. View

    Think of each TAB as a new table with new columns. I have two tabs:

    1. Project (the main list). What is the project, client, install date, etc)

    2. Items, I have many items per project and the items have different details than the project. Is it being outsourced? What is the status of the raw materials for the items? What date do I want to make it?

    Vita has the client tab, which stores contact information that has different columns.

    Make sense?

    What can help is to draw a box of your “things”. In the box write down the information you want to track for each thing. Draw connections with arrows. I can upload a picture example later if that helps.

    A VIEW is using the information in the tab different ways. Groups, Kanban board, hiding columns, etc. Vita is using views to group rows so it’s easier to see all common tasks across all projects.

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What Level is Your Design Business?