18 Must-Have Airtable Templates to Optimize Your Workflow

Airtable is a no-code tool, often known as a modern-day spreadsheet with database capabilities. It can easily integrate into businesses and be used to manage everything from marketing, and human resources to finance and design. 

But, how do you get started?

Airtable offers several ready-to-implement templates for several use cases. These can be customized to suit the requirements of your company. 

In this article, we will discuss the top 18 Airtable templates designed for different departments within your organization.

Airtable Templates for Marketing

1. Marketing Campaign Tracking Template

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Marketing campaigns are complex and require accurate tracking to ensure you make the most of every cent spent. Adding to the intricacy is the multitude of data points and tools to manage simultaneously. The marketing campaign tracking template helps you simplify all of this. 

The template is simple, efficient, and flexible for small businesses, startups, and Fortune 500s. You can quickly import data from Google Analytics, SEO tools, and CRMs and track metric-based goals, budgets, and creatives with timelines, objectives, and other key performance indicators. The template can make it easy to monitor multiple campaigns, visualize data and decide the next course of action. 

2. Growth Experiments Template

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Marketing and growth campaigns include multiple rounds of A/B testing and experimentation. These experiments are to identify a pattern that can help businesses define a framework for success. Airtable’s growth experiments template allows you to record all your experiments, understand their success and failure rates, and develop a robust model for achieving positive outcomes.

The template helps you simultaneously track the progress of different campaigns. Additionally, by organizing the campaigns by their outcome, you can make an informed decision to improve your marketing plan. 

3. Content Marketing Pipeline Template

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Building a content strategy is no easy feat. You need to track SEO keywords, build audience personas, brainstorm content ideas, and even track its performance. With Airtable, you can do all of it on one interface.

The content marketing pipeline template allows you to align your content with different personas, set deadlines, and track its progress. You can manage your team of writers and assign them to work using the dashboard. It helps create a collaborative environment for your team to pitch ideas while keeping it organized to create a content bank. 

Airtable Templates for Designing

1. Design Project Pipeline Template

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The design team works with multiple departments, including sales, marketing, communications, and partnerships. It makes it necessary for a unified communication channel. The design project pipeline establishes a system that simplifies task management for designers while offering senior management a comprehensive view of the team's operations.

From defining the type of asset and deadlines to explaining the objective and target audience, the template provides a comprehensive view of the requirements. Moreover, each team member can utilize filters to manage their assigned projects efficiently.

2. Digital Asset Management Template

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Companies handle numerous digital assets such as videos, images, logos, and more daily. Several teams require access to these assets, while some may build new assets. Digital asset management helps organize all these assets in a centralized system to ensure it is secure and accessible. 

The digital asset management template helps teams define the asset purpose and access levels. It helps ensure that only the right people use the defined digital assets.

Moreover, it allows them to request new assets like videos, billboard designs, and presentation decks. It creates a system to manage everything from the creation to the storage of digital assets. 

3. Visual Inspiration Tracking Template

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Creating a visual mood board of design inspirations can help you and your team experiment with different formats and styles. The visual inspiration tracking template has a preconfigured web clipper block that makes it easy to add images to your board with the Chrome browser extension. You can also include details such as the image source and specify what makes the image impactful.

Airtable Templates for Project Management

1. OKR Tracking Template

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Tracking objectives and key results (OKR) is crucial for companies to make progress toward their quarterly and annual visions. The OKR template offered by Airtable is a simple and intuitive dashboard that allows teams to define goals, assign responsibilities and monitor progress. It has filters and grouping options for the senior management to get a comprehensive view of the team's progress and provide feedback for improvement. 

2. Project Planning Template

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Any project requires the project lead to coordinate between several teams and track their progress. The project planning template allows you to define assignments, task owners, and timelines and organize them based on the team’s bandwidth. 

The comprehensive template promotes collaboration and helps leaders leave feedback and essential project documents. It is suitable to plan everything from a new product launch to event execution. 

3. Project Resource Management Template

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When you manage multiple projects, it is vital to systematically allocate work to your team, without overloading them. The project resource management template is specifically designed for team leaders and provides a holistic view of the tasks undertaken by their team. 

Using this template, you can track team capacity in real-time, assign or re-assign projects, track progress, and define project-specific tasks to ensure successful completion. You can also update your team's to-do list and specify task statuses.

Recommended Reading: How to Use Airtable for Project Management