Templates

A product roadmap gives your team a structured, flexible way to plan what you're building, why it matters, and when it's delivering value. It connects strategy to execution by aligning goals, initiatives, milestones, and stakeholders in one shared workspace, so everyone can see progress in real...

youtube[https://youtu.be/FzatRHbkmSo] ​ This UX research & planning template helps you consolidate product feedback from diverse sources, analyze that feedback, and turn it into actionable insights for your product roadmap. This template enables users to: ​ Consolidate feedback from a variety...

Make every sales meeting count with a clear, structured agenda. Airtable’s sales meeting agenda template helps sales leaders stay focused, share updates, and drive meaningful discussions—without cutting into selling time. ​ Sync it with Google Calendar to instantly pull in meeting details and...

In a market moving at AI speed, stale research can cost you. Airtable’s AI-powered competitive analysis template keeps your intel fresh and actionable. It continuously monitors competitor messaging, content, pricing, revenue, and product updates—analyzing thousands of insights from blogs, social...

About the event planning template Planning an upcoming event? It’s a whirlwind of budgets, speakers, vendors, timelines, and last-minute changes. Airtable’s event planning template brings it all together in one powerful workspace—so you can manage every detail with clarity and confidence. ​...

Embrace the future of international operations with AI-powered form submissions. The Form Response Translation template unlocks AI capabilities to transform the way you handle global hiring, making it easier and more efficient than ever. With the Form Response Translation template for Airtable,...

About the project and task tracker template Projects move fast—and priorities shift just as quickly. But when teams rely on disconnected tools and manual workarounds, momentum stalls. Airtable’s project tracking template brings everything into one place, giving you a flexible, real-time...

What is a project management template? A project management template is a pre-structured framework for agile planning, executing, and tracking projects. It saves time with a scalable foundation that ensures consistency across initiatives. ​ Use template ​ ​ Benefits of using project...

Resource planning in Excel can only take you so far. Airtable’s resource management template uses built-in AI to help you assign the right resources, automate tasks, and get live updates. It’s everything modern teams need to move faster. ​ [Use Template]...

Use this OKR template to turn high-level goals into measurable, trackable outcomes. Organize objectives and key results in a structured workspace where progress, ownership, and priorities stay visible across your team. With built-in AI, you can analyze performance, surface insights, and refine...

About the event planning template Planning an upcoming event? It’s a whirlwind of budgets, speakers, vendors, timelines, and last-minute changes. Airtable’s event planning template brings it all together in one powerful workspace—so you can manage every detail with clarity and confidence. ​...

Marketing teams often work on several campaigns at once and must manage multiple priorities with limited resources. Successful execution depends on balancing assignments between your people and other resources. Individual skills, vacations, and deadlines all need to be considered so you can have...

Generate content calendars with Airtable AI. Use Airtable's AI-powered content calendar template to plan, organize, and execute your marketing strategy. With our template, you'll access a dynamic dashboard that provides a bird's eye view of your content performance. Monitor key performance...

About the event planning template Planning an upcoming event? It’s a whirlwind of budgets, speakers, vendors, timelines, and last-minute changes. Airtable’s event planning template brings it all together in one powerful workspace—so you can manage every detail with clarity and confidence. ​...

This template is designed to help marketing agencies better manage projects for their clients. With it, teams can streamline their work, track projects across multiple clients, create a source of truth for the different versions of their deliverables, and highlight any out of scope projects or...

In the fast-paced marketing world, creating compelling content for campaigns, launches, or projects can be daunting. Enter the Marketing Campaign Content Generator, an Airtable template designed to streamline and optimize your content creation process. This powerful tool leverages Airtable AI to...

About the content tracker template Managing multiple campaigns and various pieces of content can be a daunting task. Our content tracking template is designed to streamline this process, providing content marketing teams with a robust tool to organize, track, and optimize their content creation...

Marketing teams often work on several campaigns at once and must manage multiple priorities with limited resources. Successful execution depends on balancing assignments between your people and other resources. Individual skills, vacations, and deadlines all need to be considered so you can have...

A product roadmap gives your team a structured, flexible way to plan what you're building, why it matters, and when it's delivering value. It connects strategy to execution by aligning goals, initiatives, milestones, and stakeholders in one shared workspace, so everyone can see progress in real...

The Product Feedback Analysis Template is a powerful tool designed to help businesses collect, analyze, and act on user feedback efficiently. This template allows users to upload reviews, feedback, or any other data they have on their customers and immediately extract valuable insights using AI....

About the project and task tracker template Projects move fast—and priorities shift just as quickly. But when teams rely on disconnected tools and manual workarounds, momentum stalls. Airtable’s project tracking template brings everything into one place, giving you a flexible, real-time...

Managing product resources effectively is crucial for any team aiming to optimize productivity and meet deadlines. The Product Resource Allocation template is designed to help teams manage resources such as equipment, locations, and personnel, ensuring that projects are completed efficiently and...

Understanding customer sentiment is crucial for any business aiming to improve its products, services, and overall customer experience. The Customer Sentiment Analysis template in Airtable is designed to help you upload customer reviews and extract valuable insights about sentiment and trends....

A product roadmap gives your team a structured, flexible way to plan what you’re building, why it matters, and when it’s delivering value. It connects strategy to execution by aligning goals, initiatives, milestones, and stakeholders in one shared workspace—so everyone can see progress in real...

Kickstart your sales process with our simple CRM template. ​ Track sales activity, optimize workflows, and close more deals—faster. Whether you're managing leads, onboarding new clients, or improving project management, this fully customizable template adapts to how your team works best. ​...

In a market moving at AI speed, stale research can cost you. Airtable’s AI-powered competitive analysis template keeps your intel fresh and actionable. It continuously monitors competitor messaging, content, pricing, revenue, and product updates—analyzing thousands of insights from blogs, social...

Make every sales meeting count with a clear, structured agenda. Airtable’s sales meeting agenda template helps sales leaders stay focused, share updates, and drive meaningful discussions—without cutting into selling time. ​ Sync it with Google Calendar to instantly pull in meeting details and...

When it comes to hitting sales goals, understanding your leads is half the battle. A sales pipeline shows you the status of each prospect in all stages of the sales cycle. It also lets you see every deal your sales reps are juggling at any given time. ​ Our free sales pipeline template offers...

This simple sales CRM is a lightweight version of our full CRM template. This version includes only interfaces relevant to sales, and excludes marketing, customer success, and exec leadership interfaces. If you would like to use the full CRM, you can either download the template directly or...

Form new strategic partnerships and deepen relationships with existing partners with this adaptable non-traditional CRM. Typical CRMs are too rigid to capture the nuances of different, complex partnerships. This flexible relationship management template is perfect for non-traditional sales teams,...

Created for training developers, this simple instructional design template helps you keep track of the five phases of the course development process: Analysis phase, Design phase, Development phase, Implementation phase, and Evaluation phase. ​ The ADDIE model is a simple process used by...

Your go-to employee directory for the whole company. Track contact info, roles, start dates, birthdays, dietary restrictions, and everything else you need to keep your organization connected and informed. ​ Try the template ​ ​ What is an employee directory? An employee directory is a...

A strong onboarding experience sets the tone for everything that follows. Those first few days don't just shape initial impressions: they determine how quickly new employees become productive, how much they contribute, and whether they stay with your company long-term. ​ The difference comes...

A dozen candidates apply for a job. Each is in different steps of the process. And each requires dedicated emails, messages, follow-ups—and a partridge in a pear tree. If this is starting to sound like one of those “one train leaves Boston going 75mph” math problems, you’d be right. ​ But...

About the org chart template Whether you're looking to resize your company or simply visualize your organization today, this template connects your structure and people data in one place, making it easy to view, share, and update as your teams evolve. ​ Built for CEOs, HR leaders, and...

Having trouble visualizing how to build a high-performing organization? Want to quickly compare several potential company structures at once? Org charts are indispensable tools for not only planning your team structure, but also communicating that new structure to your internal and external...

With this template, you can stay on top of your cases, clients, and billing, no matter what's thrown at you. ​ Try the template

Staying on top of regulatory compliance means managing dozens of moving parts at once, audits, certifications, corrective actions, risk assessments, training programs, and reporting deadlines, across teams that don't always talk to each other. Airtable's compliance tracking template gives...

Matter management made simple and beautiful. Setup proper client intake and screening. Find documents whenever you need them. File bills and expenses related to each matter. Never lose track of your workload. ​ Try the template ​

About the expense tracking template Every finance team knows the story: departmental budgets look solid on paper until you dig into the actual spending. That "Office Supplies" line item seems reasonable, but when you discover the marketing team's monthly software subscriptions have crept up 40%...

Managing finances is usually a small business owner’s least-favorite task. But a well-managed budget—along with an easy-to-use budget tracker—can be empowering. It frees up company owners and employees to focus on running the business, rather than fretting over the bills. ​ A small business...

Keep track of prospective deals including contacts, valuations, notes, and attachments. Add links to Crunchbase and LinkedIn profiles. Best of all, you can easily adapt this template to your exact workflow. ​ Try the template

Understanding customer sentiment is crucial for any business aiming to improve its products, services, and overall customer experience. The Customer Sentiment Analysis template in Airtable is designed to help you upload customer reviews and extract valuable insights about sentiment and trends....

User research is critical to helping teams build products, understand their audience, and create solutions that actually solve customers’ needs. ​ With this user experience (UX) research plan template, you can ensure your research project stays focused and tracks the correct information. ​...

About the social media planner template Managing social media today means juggling dozens of moving parts—multiple platforms, ever-changing algorithms, tight deadlines, and the constant demand for fresh, engaging content. It’s not just about posting; it’s about supporting cross-functional...

Customer stories? Sprints? Epics? If hearing those words gets you excited for rapid product development, then this is the template for you. This product planning template is perfect for teams of all sizes working throughout the product life cycle, whether you're a startup iterating on a product...

Great software needs to work well. But with every new feature, functionality tweak, design update, and push to prod, you run the risk of bugs appearing. For every “drop everything” bug fix needed, there are a dozen “mostly just inconvenient” bugs. ​ Track, prioritize, and squash with this bug...

Built for instructional designers and training project managers, this template helps you manage the employee training development process, collaborate seamlessly across multiple training programs, and collect feedback from key stakeholders to build the perfect learning experiences. ​ Use...

Hey, where’d all the paperclips go? Is the printer out of toner? ​ Not this time! Thanks to Airtable’s Office Inventory Management Template, it’s a cinch to keep track of all your office supplies, costs, and sources. And that makes it easier to budget accordingly and order supplies before they...

Keep your facilities in tip-top shape with this template! Use this template to list all of your facilities and their condition. Attach images to easily see wear and tear or damages, and use a form to collect maintenance requests from your employees! ​ Try the template

A visitor steps into your lobby. What happens next? ​ If you don’t want them locked out—or worse, walking right in—you need a visitor management system. But not every company needs expensive, complicated software. If you’re looking for a simple way to welcome your office visitors, then start...

Staying on top of regulatory compliance means managing dozens of moving parts at once, audits, certifications, corrective actions, risk assessments, training programs, and reporting deadlines, across teams that don't always talk to each other. Airtable's compliance tracking template gives...

About the expense tracking template Every finance team knows the story: departmental budgets look solid on paper until you dig into the actual spending. That "Office Supplies" line item seems reasonable, but when you discover the marketing team's monthly software subscriptions have crept up 40%...

Keep track of employees' contact details, their availability, and their weekly schedules with this template. ​ ​ What are employee schedule templates? Employee schedule templates provide a reusable framework for organizing shifts, days off, and responsibilities. Instead of building a new...

Disorganized inventory spreadsheets create outdated data, misaligned teams, and costly mistakes. With Airtable’s inventory template, you get a real-time view of every product in your warehouse, all in one place. Track top sellers, identify items to phase out next season, and stay connected with...

About the product catalog template Transform simple product details and images into a polished, market-ready catalog with this template. It centralizes and organizes everything—images, order numbers, categories, and statuses—so employees and managers always have the information they need at...

Keep your facilities in tip-top shape with this template! Use this template to list all of your facilities and their condition. Attach images to easily see wear and tear or damages, and use a form to collect maintenance requests from your employees! ​ Try the template

Keep track of employees' contact details, their availability, and their weekly schedules with this template. ​ ​ What are employee schedule templates? Employee schedule templates provide a reusable framework for organizing shifts, days off, and responsibilities. Instead of building a new...

What is an asset inventory template? An asset inventory template is a structured document or spreadsheet used to track and organize information about all the assets owned by a business, organization, or individual. It serves as a centralized record that helps you know what you have, where it is,...

Select and plan your product assortment to both delight your customers and maximize your revenue in this template!

Education and nonprofit grants You aim to do good in the world, not get lost in administrative details. If you've been juggling nonprofit grant applications and struggling to track your grant funds and deadlines, this grant tracker template is for you. ​ Whether you're searching for new...

Staying on top of your studies is no small feat. Use this planner template as a flexible study planner to organize exam study, build practice questions, and apply proven study tips that support effective learning. Create effective study guides, track deadlines, and stay confident during exam...

Created for training developers, this simple instructional design template helps you keep track of the five phases of the course development process: Analysis phase, Design phase, Development phase, Implementation phase, and Evaluation phase. ​ The ADDIE model is a simple process used by...

Managing student progress across a full classroom, or a full caseload, means keeping track of dozens of data points at once. Airtable's student tracker template gives teachers, special education staff, and homeschool families a single, organized workspace to monitor student performance, log...

Organize all your volunteers, including their skills, references, contact information, and any other custom fields you want to track. Link individuals to the events at which they're scheduled to volunteer. ​ Try the template

Venues, schedules, speakers—there's a lot that goes in to pulling off a successful event. This template will help keep everything organized and running smoothly so you can enjoy the fun part of fundraising.

Manage your entire real estate business in one place with this comprehensive real estate transaction management template. This template is the perfect management system, whether you’re new to the business and building up your contact list, well-established and need help managing all the deals in...

Planning out your first set of showings? Scaling up your real estate operation and need a way to manage the home buying process for your customers? This real estate home visit planning template is ideal whether you're an individual real estate agent planning your first property showing, a broker...

The perfect tool for the busy landlord. Track your apartment units, buildings, and tenants. Keep lease documents, tenant notes, and photos of different units all in one place. ​

It's not enough to just win the listing, now you need to market it. This real estate marketing template is perfect whether you're an agent looking for a workflow tool to make sure nothing falls through the cracks, an administrative assistant at a small firm, or a marketing manager building out...

Property will move as fast as your team does. This real estate listings manager will allow you to store all of the pertinent information related to your properties: amenities, pricing, marketing descriptions, professional photos, broker contact information-you could even build in a lightweight...

Run your entire commercial real estate business in one place with this comprehensive commercial real estate transaction management template. This template is the perfect real estate project management system, whether you're new to the business and walking buildings, well-established and need help...

From big-name blockbusters to lo-fi indie passion projects (and everything in between), every film needs a production budget. This film budget template provides structure for producers to plan out their budgets. ​ Flexible and customizable enough for first-time filmmakers and experienced...

Making a film requires some otherworldly juggling. The pre-production process can reach epic cat-herding proportions, and a film crew list is your closest ally during this process. But the crew list is not just a static list. It’s a dynamic, flexible, and highly functional asset that serves as a...

There are about a million technical and logistical considerations a good location scout needs to weigh when scoping possible film locations. Fortunately, this flexible and customizable template can help keep track of all those nitty-gritty aspects that producers and directors need accounted for. ...

This casting template stores everything related to the casting process in one place, so you can spend less time frantically shuffling through paperwork and more time focusing on finding the best actors for the job. Keep casting breakdowns, contact information, and audition records all in one...

As a screenwriter, you have to tell a story comprised of various characters with different ideas and personalities interacting with each other. Use this template to organize all aspects of your story, your characters, and the world in which they live. Whether you prefer a standard beat sheet or a...

Video production can seem daunting at first, but the key to any complicated, collaborative project is organization. This digital video product template is perfect for keeping your entire team, from a small in-house corporate video content team to a studio with camera operators, video editors, and...

Deepen your current relationships and expand your network with this Personal CRM template. Keep track of friends, family, coworkers, mentors, service professionals, and anyone else who matters in your daily life. Typical CRMs are too rigid or too expensive, and relationships fall by the wayside...

Plan your dream wedding without the chaos. Airtable's wedding planner template keeps your guest list, budget, vendors, timeline, and to-do list in one place, so you can focus on the big day, not the spreadsheets. ​ Use Airtable's free wedding planning template ​ Why use Airtable's wedding...

About the apartment search template Apartment hunting is stressful, with so many budgets, details, and and amenities to track. Parking or no parking? What was that exact square footage? Is this your third favorite neighborhood or fourth? ​ Simplify your search with this apartment search...

Whether you're planning a tournament for League of Legends, Super Smash Bros., or FIFA, this template will give you and your team a boost with organization. Use this template to plan all aspects of a grassroots esports tournament, including registration, players, gear, matches, schedules and...

Landing your dream job is a full-time job in itself. Between tracking job postings across multiple job boards, tailoring cover letters, following up with recruiters, and preparing for interviews, the job search process quickly becomes overwhelming without a system to manage it. Airtable's job...

Are you a bookworm who can never quite remember the title of that next book you were going to read? Do you have multiple reading lists spread across Amazon, Goodreads, your local library, and on the backs of dozens of receipts in your purse? Do you have trouble remembering what is already in your...

About the product catalog template Transform simple product details and images into a polished, market-ready catalog with this template. It centralizes and organizes everything—images, order numbers, categories, and statuses—so employees and managers always have the information they need at...

Your go-to employee directory for the whole company. Track contact info, roles, start dates, birthdays, dietary restrictions, and everything else you need to keep your organization connected and informed. ​ Try the template ​ ​ What is an employee directory? An employee directory is a...

A strong onboarding experience sets the tone for everything that follows. Those first few days don't just shape initial impressions: they determine how quickly new employees become productive, how much they contribute, and whether they stay with your company long-term. ​ The difference comes...

In the food business, staying on top of your food costs percentage can have a direct impact on your bottom line. More often than not, the time-consuming and tedious process of actually calculating food costs for each menu item is much easier said than done. ​ That’s why we created this food...

A dozen candidates apply for a job. Each is in different steps of the process. And each requires dedicated emails, messages, follow-ups—and a partridge in a pear tree. If this is starting to sound like one of those “one train leaves Boston going 75mph” math problems, you’d be right. ​ But...

Hey, where’d all the paperclips go? Is the printer out of toner? ​ Not this time! Thanks to Airtable’s Office Inventory Management Template, it’s a cinch to keep track of all your office supplies, costs, and sources. And that makes it easier to budget accordingly and order supplies before they...

World-class social media teams move fast. This template combines your content calendar and social media campaign planning in one place, streamlining content creation by displaying key events and dates right alongside your social media posts. Manage your content plan and publishing schedule...

Managing content is an essential task for marketers – but it doesn’t have to mean juggling spreadsheets, calendar reminders, and scattered point solutions. Our free content calendar template gives you a clear, end-to-end view of your content pipeline, from planning to performance, so you can keep...

About the project and task tracker template Projects move fast—and priorities shift just as quickly. But when teams rely on disconnected tools and manual workarounds, momentum stalls. Airtable’s project tracking template brings everything into one place, giving you a flexible, real-time...

About the product catalog template Transform simple product details and images into a polished, market-ready catalog with this template. It centralizes and organizes everything—images, order numbers, categories, and statuses—so employees and managers always have the information they need at...

This podcast editorial calendar template, based on the fictional Innovator Diaries podcast, will streamline your entire podcast production process— from planning upcoming guests and topics to managing the transcription and sponsorship processes. ​

Deepen your current relationships and expand your network with this Personal CRM template. Keep track of friends, family, coworkers, mentors, service professionals, and anyone else who matters in your daily life. Typical CRMs are too rigid or too expensive, and relationships fall by the wayside...

Kickstart your sales process with our simple CRM template. ​ Track sales activity, optimize workflows, and close more deals—faster. Whether you're managing leads, onboarding new clients, or improving project management, this fully customizable template adapts to how your team works best. ​...

A product roadmap gives your team a structured, flexible way to plan what you're building, why it matters, and when it's delivering value. It connects strategy to execution by aligning goals, initiatives, milestones, and stakeholders in one shared workspace, so everyone can see progress in real...

Make every sales meeting count with a clear, structured agenda. Airtable’s sales meeting agenda template helps sales leaders stay focused, share updates, and drive meaningful discussions—without cutting into selling time. ​ Sync it with Google Calendar to instantly pull in meeting details and...

About the event planning template Planning an upcoming event? It’s a whirlwind of budgets, speakers, vendors, timelines, and last-minute changes. Airtable’s event planning template brings it all together in one powerful workspace—so you can manage every detail with clarity and confidence. ​...

In a market moving at AI speed, stale research can cost you. Airtable’s AI-powered competitive analysis template keeps your intel fresh and actionable. It continuously monitors competitor messaging, content, pricing, revenue, and product updates—analyzing thousands of insights from blogs, social...

youtube[https://youtu.be/FzatRHbkmSo] ​ This UX research & planning template helps you consolidate product feedback from diverse sources, analyze that feedback, and turn it into actionable insights for your product roadmap. This template enables users to: ​ Consolidate feedback from a variety...

Every software bug that goes unreported is a user experience problem waiting to happen, and every bug that gets reported badly is almost as useless as one that never gets reported at all. ​ Development teams waste significant time chasing down incomplete bug reports: the ones with no steps to...

IT requests can quickly become hard to manage without a system in place to track, triage, and assign. Once growing businesses outgrow manual and ad-hoc IT requests, they might try tracking in spreadsheets or documents, but this is difficult to scale. This template helps the IT department manage...

About the creative request form template Airtable's creative request form template helps marketing teams streamline how incoming requests are captured, organized, and executed. Instead of relying on scattered emails, Slack messages, or shared docs, this template provides a central workspace...

Use Airtable's event registration form template to capture attendee information, dietary preferences, ticket types, and more, creating a seamless event registration process for conferences, webinars, fundraisers, and corporate or nonprofit events. ​ Whether you're managing a small workshop or a...

Share suggestions and feedback for the user experience to enhance product features

Make every sales meeting count with a clear, structured agenda. Airtable’s sales meeting agenda template helps sales leaders stay focused, share updates, and drive meaningful discussions—without cutting into selling time. ​ Sync it with Google Calendar to instantly pull in meeting details and...

About the event planning template Planning an upcoming event? It’s a whirlwind of budgets, speakers, vendors, timelines, and last-minute changes. Airtable’s event planning template brings it all together in one powerful workspace—so you can manage every detail with clarity and confidence. ​...

Kickstart your sales process with our simple CRM template. ​ Track sales activity, optimize workflows, and close more deals—faster. Whether you're managing leads, onboarding new clients, or improving project management, this fully customizable template adapts to how your team works best. ​...

youtube[https://youtu.be/FzatRHbkmSo] ​ This UX research & planning template helps you consolidate product feedback from diverse sources, analyze that feedback, and turn it into actionable insights for your product roadmap. This template enables users to: ​ Consolidate feedback from a variety...

This simple sales CRM is a lightweight version of our full CRM template. This version includes only interfaces relevant to sales, and excludes marketing, customer success, and exec leadership interfaces. If you would like to use the full CRM, you can either download the template directly or...

A product roadmap gives your team a structured, flexible way to plan what you're building, why it matters, and when it's delivering value. It connects strategy to execution by aligning goals, initiatives, milestones, and stakeholders in one shared workspace, so everyone can see progress in real...

Vendor management simply means dealing with vendors — anyone who sells you the supplies and services you need for work. ​ A vendor could be an internet provider, a plumber, or a package delivery service. Businesses of all sizes rely on vendors—and handling the details efficiently is critical....

Perfect for e-commerce businesses, retailers, and product-based companies looking to enhance their customer experience while maintaining operational efficiency and driving repeat business. Increase customer satisfaction with transparent order tracking Reduce support inquiries with proactive...

Perfect for agencies, consultancies, and service-based businesses looking to elevate their client experience while maintaining operational efficiency. ​ Increase transparency with clients through shared interface pages with real-time updates Reduce communication overhead with centralized...