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Building an Airtable Progress Report

Create Airtable

Open . Create a new Workspace. Click “Add a base.”
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Name the blank database something similar: “Alderson Projects.”
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Build Airtable With Your Projects

Build and label your columns. The table below provides a sample of columns with data you can use to create your own. You might want to revise this based on what you feel is important in your project report.
1
Course Name
2
Debut
22SPRG1, 22SPRG2, 22SUMR1, 22SUMR2, 23FALL1, 23FALL2, 23SPRG1, 23SPRG2, N/A, etc.
3
Target
4
Type
Dev, Redev, Update, Update-CTEP, Mini, CCG, Committee, N/A
5
Level
Silver, Gold, Platinum, CCG, CTEP, N/A
6
Developer
7
Developer Email
8
PC
9
Phase 0: Predev
Complete, Incomplete, Not Started, In Progress, N/A
10
Phase 1: Course Map
Complete, Incomplete, Not Started, In Progress, N/A
11
Phase 2: Course Build
Complete, Incomplete, Not Started, In Progress, N/A
12
Phase 3: Review
Complete, Incomplete, Not Started, In Progress, N/A
13
Status
Delay/Concern, No Concern, Complete
14
Status Notes
15
Complete?
Yes, No
There are no rows in this table
There are several types of fields you can use to create your columns. To create your project report, you will likely use one of five types:
Single Line Text: For data such as names and emails.
Long Text: For longer text, such as the update column that might become lengthy.
Multiple Select: For columns that include several “types,” like level and type of project. This type allows you to change colors to match appropriate labels. Select “Colored Options” once you click “Edit field” and you will see a list of the options you’ve created. Apply a color by clicking on the dropdown next to the option.
Single Select: For use in field types like “debut,” which have one option. You can change the color to organize, like the previous field.
Date: For use in fields like target dates or milestones.
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Input all of the information for each of your courses/projects. Start with existing projects on the dev plan, and as you get added to them in Basecamp, carry them over to your Airtable.
You can drag and drop columns to move around their order. Some prefer to list them in order of complexity, while others prefer in order of debut. It’s up to you.

Add a Filter to Display Active Projects

Once all data is entered, add a Filter to only view “active” projects (and hide those that are complete, as identified in Column 15). Click “Add Condition.”
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Add the condition below. The goal is to display only projects that ARE NOT complete. (Those that are complete will be hidden.)
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Share Link

Get the share link to share with Directors.
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Click “Create a Shareable Grid Vew Link.” Grab the link code in the box shown below.
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Updating Progress Reports

When it is time to update for a progress report, most changes will take place in Column 14: Status Notes.
For Columns 9-12, revise the dropdown as you hit each stage of development. For updates, just insert “N/A” for stages that do not concern the project type.
For Column 13, change to “Delay/Concern” if there is an issue that the Directors need to support you with.
For Column 15, change to “Yes” once everything is wrapped up. This will remove the course from your list of active courses, but will not remove it from the database due to the filter you added.
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