I'm creating a workflow/process tracker using Airtable. I have the following tables:
The Workflows table contains a list of workflow names, e.g. "New client onboarding workflow".
The Steps table contains all the steps within each workflow and I have a link back to the workflow table to know which step relates to which workflow.
I have automations in place so that when someone wants to run the workflow it will add a record to the Workflow Runs table and then another automation that will pull all the steps from the Steps table and add them to the Step Runs table linked back to the relevent row in the Workflow Run table.
This has allowed me to create an interface where anyone can see the progress of the Workflow Runs and Step Runs that they're assigned to.
What I'm struggling with is how I can add unique sub-steps to each step similar to how it is done on the dedicated workflow software below (not Airtable):
In their software, each step can have any number of unique substeps and information relating to them.
Is there any way to achieve something similar using Airtable?
I'm really impressed with the workflow tracker Isaac created in Airtable. The level of thought and customization that went into connecting workflows, steps and run instances is seriously impressive. As someone who struggles with organization, I'm always on the lookout for new systems. Isaac's visual, relational approach seems like it could really help me plan and track my varied projects. What stands out most is how he's optimized Airtable to function almost like a dedicated workflow app. The linking between tables and ability to model hierarchies is above and beyond. Now he's adding sub-steps too? That just takes it to another level. I've been working on setting up different workflows and processes in Airtable lately to help keep my content creation and client work organized. It's been a really useful tool for mapping out all the stages and dependency relationships. In the process though, I've been doing more reading about different content management systems like WordPress that are really suited for actual website building. One guide that really stood out to me was "Navigating WordPress: How to Craft a Website in Nine Easy Steps".