Project Management

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...

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...

The AI Project Management template for Airtable is a powerful tool designed to enhance your project management capabilities by integrating artificial intelligence into your workflow. This template builds upon the robust features of our existing Project Management template, adding AI-driven...

Airtable’s customizable project portfolio management template helps you evaluate, prioritize, and manage every initiative in one place. Visualize timelines, track strategic alignment, and monitor resource allocation with ease. Whether you're managing five projects or 500, this template gives you...

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...

Static spreadsheets can't keep up with modern project teams. You need project planning templates that drive workflow efficiency, enable agile execution, and power seamless collaboration—no matter where your team works. This project plan template helps you coordinate cross-functional projects,...

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...

Use this SWOT analysis template to organize your thinking and turn it into action. Capture strengths, weaknesses, opportunities, and threats in a structured, collaborative workspace—then connect those insights directly to decisions and next steps. Instead of a static matrix, this becomes a living...

Get a high-level overview of how your design project is progressing.

Winning new business starts with a proposal that earns trust before the first meeting is even booked. Airtable's agency proposal template gives marketing agencies, consultancies, and creative teams a structured, repeatable system for building high-quality proposals, tracking every deliverable,...

Use this communication plan template to organize how information flows across your team and stakeholders. Map audiences, define messaging, and schedule updates in a structured workspace that keeps everything visible and connected. With built-in AI, you can analyze communication performance,...

An Eisenhower Matrix template helps you organize your to-do list using a simple prioritization matrix based on urgency and importance. Sometimes called the urgent-important matrix or time management matrix, this framework separates important tasks from urgent tasks so you can focus on work that...

Understanding your project stakeholders is one of the most important steps in any project plan. Without a clear picture of who has influence, who has a vested interest, and what each person needs, teams risk miscommunication, missed buy-in, and delayed decisions. With this stakeholder analysis...

Keeping track of employee programs, ad-hoc client requests, and strategic initiatives can get unwieldy across a growing team and organization. Organize all of your team projects and to-dos in one-place for better collaboration and management. This template was designed for global HR teams...

Project timelines slipping off track? Use a Gantt chart template to keep everything aligned. Our free Gantt chart template gives you a single source of truth for the entire project, so you can plan project tasks, assign team members, and track project progress in one place. This project...

A well-coordinated team is an invaluable asset when it comes to executing projects on time. This Project resource management template maps out the workloads of each of your team members, feeding them into the high-level view you need to keep everyone in step. ​ Track team capacity in real time,...

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...

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...

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 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...

What makes a successful event? Solid planning, well-defined goals, and a structured event management proposal that keeps all the moving pieces in one place. This event planning proposal template helps event planners and their teams from ideation to execution. Read on to learn how to use the...

Campaign management has a lot of moving pieces, and relying on marketing campaign tracking tools to keep everything in one place ensures campaigns are moving forward, data-driven, and operating efficiently. Without campaign tracking tools, marketers would be forced to rely on disconnected email...

Kanban boards are a simple but effective method of keeping track of representing workflows. While Kanban boards might be different depending on who is using them, the core components remain the same. This free template is simple to set up, easy to use, and flexible enough to grow as needs change....

Managing a production schedule means coordinating orders, resources, raw materials, and deadlines across a team. And when any one of those moves, the rest of the plan shifts with it. This free production schedule template keeps everything in one place, with pre-built views for workload, status,...

A project roadmap helps teams plan more effectively, connecting timelines, deliverables, owners, and stakeholders for shared alignment. This project roadmap template gives you a flexible, visual way to track projects, tasks, and milestones so everyone stays aligned as work moves forward. And with...

A work breakdown structure (WBS) helps teams break complex projects into manageable tasks and deliverables. Instead of relying on static charts or disconnected tools, Airtable’s work breakdown structure template turns your plan into a dynamic, trackable system. Organize work, assign ownership,...

Instead of managing project details across static docs, spreadsheets, or PowerPoint, this free template helps you centralize your project plan, track progress in real time, and keep your entire project team aligned. It’s fully customizable with built-in AI to streamline workflows and reporting....

Effective capacity management is one of the most critical functions in project management. It's the difference between a team that delivers and one that burns out trying. Without a clear framework, estimating bandwidth, matching skill sets to project demands, and staying ahead of resource...

Whether you're a project manager tracking action items across team meetings, or an individual keeping tabs on your own follow-ups, meeting notes are only useful if you can actually act on them. While meeting notes were once captured manually on a notepad or in Microsoft Word, Google Docs, or...

Meetings and project discussions generate follow-up tasks, and without a system, those action items lose their owners, miss their due dates, and stall progress. An action items template gives teams a single place to capture tasks, assign them to the right people, and track completion without...

Keeping a project plan on track means more than marking due dates on a shared calendar. This free project calendar template gives teams a structured way to manage project tasks, milestones, and deliverables — with AI embedded throughout to reduce manual work, keep stakeholders informed, and help...

Using a creative brief template helps creative teams and marketing teams standardize intake, reduce back-and-forth, and keep creative projects on track from the first request to final delivery. AI is embedded seamlessly throughout, enabling teams to auto-summarize briefs and surface next-action...

SMART goals give teams a repeatable way to turn intentions into measurable outcomes by grounding every goal in criteria that are specific, measurable, achievable, relevant, and time-bound. This template helps teams create, submit, and track SMART goals that ladder up to company OKRs — all in one...

The RACI framework gives every project task a clear owner, keeping team members accountable and stakeholders informed across every phase of work. Rather than relying on a static document, this free template connects your roles, activities, and projects in one place, so you can track deliverables,...

Effective process documentation gives every team member a consistent, reliable reference for how work gets done. Without a structured approach, creating and maintaining docs can introduce knowledge gaps, inconsistencies, and bottlenecks that slow teams down. This free template gives operations...

A standard operating procedure (SOP) is a documented, step-by-step set of instructions that helps team members complete a specific task consistently and correctly. This SOP template gives operations managers, team leads, and business owners a structured way to create SOPs, assign process...

A scope of work (SOW) is a formal document that defines the project deliverables, timelines, responsibilities, and payment terms agreed upon between a team and its client — and this template gives you a structured, AI-powered workspace to build, manage, and track every SOW from a single place. ​...

This executive summary template gives project managers, team leads, and business professionals a structured workspace to document project overviews, track stakeholders, and surface key findings in real time. Embedded AI agents synthesize and surface data across your project tables into a...

A project charter is a formal document that authorizes a project and aligns the project team, project sponsor, and project scope before work begins. This free project charter template goes beyond a static doc, with built-in AI to generate project summaries, track progress across tasks, and give...

Prompt engineering takes real work. Whether you're a developer writing code review prompts, a marketer building a content strategy workflow, or an ops lead refining SOPs, the prompts that produce high-quality outputs often need some preening. The problem is that once you find the right prompt, it...

Every project carries risk. The question is whether your team is tracking it or reacting to it. A structured risk register keeps potential risks visible, documented, and assigned before they escalate into disruptions. It also creates a paper trail that supports compliance, strategic planning, and...

Leadership needs a clear, current picture of project progress without combing through spreadsheets or sitting through another status meeting. A project status report gives them that snapshot: what's on track, what's blocked, and what's coming next. This template makes it easy to track and share...

Managing project risks, assumptions, issues, and decisions across a live project means keeping a lot of moving parts visible and accountable. This free RAID log template gives project managers and PMO leads a connected workspace to capture and prioritize every RAID item from project initiation...

A bill of materials is the foundation of any manufacturing process, but tracking parts, costs, and suppliers across spreadsheets creates version control problems, gaps in traceability, and manual work that slows production down. This free bill of materials template gives teams a connected...

Scrum masters, product managers, and development teams use sprint planning to align on goals, assign work, and commit to what gets done in a given period of time. Most teams cobble this together across spreadsheets, Jira tickets, and meeting notes. But it can be hard to track progress, surface...

A task tracking template gives your team a shared, structured place to assign tasks, set due dates, and monitor progress in real time. This free template comes with built-in AI, including agents that generate task summaries and project health checks on demand. When connected to Claude, you can...

A priority grid template is a framework for sorting tasks by effort vs. impact or urgency vs. importance. Project managers and teams use these grids to organize decision-making and identify which to-do list items to act on first. This free template comes with built-in AI that suggests quadrant...

A gap analysis is a framework for identifying the distance between your current state and your desired future state, documenting root causes, and building a clear action plan to close the gap. This template helps bridge gaps and categorize action items and focus areas with embedded AI that...

Tracking key milestones across a project is straightforward in theory, but in practice it falls apart fast: owners change, statuses drift, and stakeholders are left guessing. A milestone template gives teams a shared structure for capturing project milestones, assigning owners, setting due dates,...

Effective marketing reporting keeps teams aligned, helps stakeholders make informed decisions, and gives leadership a clear view of what's working across channels. This free marketing report template gives marketing teams a structured way to track KPIs, log campaign performance, and compile...

Most time management tools ask you to choose between planning ahead and tracking what actually happened. This time management template does both: it gives you a structured way to plan tasks, track priority and status, and compare estimated time against actual time, with built-in AI that can...

Running scrum well means keeping your backlog, sprint plans, and daily updates in sync without losing time to spreadsheets or disconnected docs. This free scrum template gives your team one connected place to manage user stories, plan sprints, track progress on a live sprint board, run standups,...

Wrapping up a project without a structured retrospective means good insights get lost, and the same issues keep showing up on the next one. This free project retrospective template gives your team a repeatable way to capture what went well, what didn't, and why, then turn that into action items...

Starting a new project without a shared project overview of the goals, the project timeline, and who owns what is how projects lose momentum in week one. This free project kickoff template uses AI to help you centralize project background and project goals, map stakeholders, and turn a kickoff...

Project requirements rarely arrive in a tidy list. They show up in meeting notes, stakeholder emails, and half-answered questions, and someone has to pull all of it into a single source of truth before work can start. This project requirements template gives product and project teams a...

A product backlog holds every feature, bug, technical debt item, and idea your team is considering, and keeping it organized is the difference between a focused sprint and a scramble. This template centralizes your backlog items, connects them to the sprints they're delivered in, and uses AI to...