You can use the record of when tasks were completed to sort your accomplishments by day. Now you’ve filtered the “Main View” and I already set up the “Completed View.” Any task marked as “Completed” will automatically disappear from the “Main View” and appear in the “Completed View”.Ī bonus pro-tip is to have Airtable log when you check each box. This is really useful if you need to bill clients for specific work or report to a supervisor at the end of the week. To see the completed tasks, there is a second view called “Completed View” which shows all of the completed tasks. We want completed tasks to disappear from the main view, but they're still useful as records of our accomplishments. Satisfying! Since this example is my To Do List, you can’t check the boxes, but to try that out you can copy the whole base and make it your own by clicking “Copy Base” at the bottom right of the window. That way, any checkbox with a check will automatically disappear. Try using the filter button in the example above to filter out completed tasks by clicking “Filter” -> “Add filter” -> Where “Completed” is not checked. We can take the checkbox a huge step further, though, by making the tasks automatically disappear when their box is checked. Something deep down inside me cries with joy every time I check a task completed. This is a real embedded Airtable base – you can sort and group it by clicking below.Īirtable allows you to create checkbox fields, which are obviously essential for a to-do list. You can try grouping as well by clicking the “Group” button and following the same steps. Try sorting it by clicking the “Sort” button -> “Pick a field to sort by” -> and choose “Due Date” or “Category”. The example below isn’t sorted or grouped yet. In Airtable, you can employ views to sort, group and filter your data in different ways without changing the underlying information. What buckets you use and how you prioritize is probably the most personal part of your system, so I won’t dwell on it – there are literally a million different ways to approach it, and you can achieve quite a lot of creative schemes in Airtable by using the sort, group, and filter features. I use a category called “Floating” if I want a tasks without a specific due date to stay at the top of my to do list, but a task from any category goes to the top if it’s got a due date. When we have a meeting, I reference that list. I like to use one single-select field to categorize tasks into common buckets, “Category,” and one date field to prioritize by urgency, “Due Date.” One of the most useful categories I use is one which highlights everything that requires my business partner to make a decision. Below, I’ll show you how to set up a to-do list in Airtable. But a good to-do list (or project management system) also helps you prioritize/categorize tasks, rewards you for your accomplishments, keeps good records for you, and presents a manageable workload. Obviously, it shows a list of tasks that you need to complete. It has a combination of very useful organizational features that make it ideal for tracking tasks in a to-do-list format. Airtable has given me a huge boost on that third point. What does it take to get there? For me, it’s a combination of 1) limited distractions, 2) having the right tools for the job, and 3) breaking the work up into small pieces so that they can be knocked them off the list one by one. That feeling when you’ve done a good days work is incredibly rewarding – and elusive.
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