Manage team collaboration
Airtable
4 min read
Written by
Airtable
Filed Under
Collaborate with your team
TOPICS
Manage team collaboration
With your teammates invited and on board, you’ll start to see your collaborative workflows come to life. But, as your base evolves, it needs active management to stay organized and secure. Try out these best practices to streamline collaboration as your team’s use of Airtable grows.
1. Track updates with comments and record history
Comments give your collaborators context, updating them on progress, flagging potential issues, or notifying teammates with an @ mention. In your record’s activity feed, you’ll see the record’s revision history, along with any comments.
2. Keep your views in order with view sections
As your base grows, and your team becomes more active inside Airtable, the number of different views can add up! Make these views easier to navigate by creating view sections. These sections organize your views into collapsible groups—like desktop folders on a computer.
3. Back up any base with snapshots
If something goes wrong in your base, you might want to roll back to an earlier version. Maybe some data got moved around, or a new function got implemented that was improperly set up.
Using base snapshots, you can back up a base and then restore it to said backup. Airtable automatically takes snapshots, dependent on your base usage—the more active you are in your base, the more frequently these snapshots are taken. To be safe, you should manually take a snapshot at any time you’re making lots of changes or bringing in more collaborators.
4. Restore important data from the trash function
If you (or anyone else) accidentally deletes important data, you’ve got a back-up plan: the trash function allows you to view and restore the past seven days of deleted tables, views, fields, apps, and records. You can also restore a record's individual cell values with record-level Revision history.
Pro tip
Regularly review your base permissions as more team members start collaborating in your base. For those with editor access or above, protect data from unexpected changes at the table, view, and field level. Learn more here.
Congratulations! With these best practices in place, your base will stay well organized as your usage evolves. Next, let’s check in on your Airtable launch goals and progress with your team.
About the author
Airtableis the digital operations platform that empowers people closest to the work to accelerate their most critical business processes. Across every industry, leading enterprises trust Airtable to power workflows in product operations, marketing operations, and more – all with the power of AI built-in. More than 500,000 organizations, including 60% of the Global 2000, rely on Airtable for digital operations and citizen development to help transform how work gets done.
Filed Under
Collaborate with your team
