Henry_Meiklejoh - profile

Henry_Meiklejoh · Mar 11, 2024

I am looking to set up a base to manage client onboarding and success.I'm fairly experienced with Airtable and I've built project management bases in the past with linked records and lookups but what I want to build this time has some unusual feature...

Henry_Meiklejoh · Oct 07, 2021

Our organization has several different bases for the different functional areas (sales, marketing, operations, product etc). Each of these bases has linked tables for projects and tasks. I am looking to create a master base with tables that merge all...

Henry_Meiklejoh · Oct 20, 2021

Thanks for the reply @Dimitris_Goudis , I ended up creating a new base with one table listing all the projects, and then created multiple views corresponding to each functional area. Then I synced each view to the corresponding base. I ended up delet...

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Structuring a base with re-usable tasks for customer success

Creating a Master Table for Projects/Tasks

Re: Creating a Master Table for Projects/Tasks