Sign in to confirm you’re not a bot
This helps protect our community. Learn more

How to build a marketing task management system using Airtable

Sean Pritzkau
42 subscribers
<__slot-el>
<__slot-el>
271 views 4 months ago
In this video, I’m showing you how to create a custom marketing task management system using Airtable. If you’ve been struggling with scattered tools, decision fatigue, or lack of a centralized process, this is the perfect solution for you! Whether you’re part of a small team or managing a larger marketing program, this system acts as an MVP (minimum viable product) to streamline your workflow and prioritize tasks effectively. What You’ll Learn: 1. Setting up a task management system from scratch in Airtable. 2. Organizing tasks by priority, due date, and assignee. 3. Using views like Kanban boards and calendars to visualize tasks. 4. Building forms to collect tasks from your team seamlessly. 5. Creating a user-friendly interface for team collaboration. 6. Sorting tasks by urgency and importance to reduce overwhelm. 7. How to leverage Airtable automations to enhance task management. Why Airtable? Airtable is a flexible, scalable tool perfect f …...more
...more
How to build a marketing task management system using Airtable
9Likes
271Views
Jan 62025
In this video, I’m showing you how to create a custom marketing task management system using Airtable. If you’ve been struggling with scattered tools, decision fatigue, or lack of a centralized process, this is the perfect solution for you! Whether you’re part of a small team or managing a larger marketing program, this system acts as an MVP (minimum viable product) to streamline your workflow and prioritize tasks effectively. What You’ll Learn: 1. Setting up a task management system from scratch in Airtable. 2. Organizing tasks by priority, due date, and assignee. 3. Using views like Kanban boards and calendars to visualize tasks. 4. Building forms to collect tasks from your team seamlessly. 5. Creating a user-friendly interface for team collaboration. 6. Sorting tasks by urgency and importance to reduce overwhelm. 7. How to leverage Airtable automations to enhance task management. Why Airtable? Airtable is a flexible, scalable tool perfect for small teams and individuals. It’s easy to get started, and your data can easily migrate to another tool as your organization grows. Additional Resources: Try Airtable: https://seanpr.it/airtable (affiliate link) Copy the Base: https://airtable.com/appSAQoxR1fgNeAx... About Me Hi, I’m Sean Pritzkau, a marketing advisor and strategist. I specialize in building systems and processes to help teams launch and scale their marketing programs. This is the first video on my channel, where I’ll be sharing practical tutorials based on the real work I do every day. Timestamps 0:00 - Intro & Why Task Management is Critical 2:12 - Overview of the Marketing Task Management System 5:45 - Setting Up the Airtable Base (Step-by-Step) 12:30 - Creating Kanban & Calendar Views 18:45 - Building a Form to Submit Tasks 22:50 - Designing Interfaces for Team Usability 23:13 - Wrap-Up & Final Thoughts

Follow along using the transcript.

Sean Pritzkau

42 subscribers