Three easy ways to manage collaboration in Airtable
Tips & Tricks

Three easy ways to manage collaboration in Airtable

How to track and protect data as your team’s use of Airtable grows.

So your team is finally onboarded and collaborating in Airtable–congrats! Now for your next mission: keep everything running smoothly, especially as you continue to add new workflows and teams to the mix.

Here are three easy ways you can manage your app when your work scales.

Track updates

As your records begin stacking up, you may be wondering how to keep tabs on all the changes happening.

In Airtable, each record comes with an activity feed that shows the record’s revision history, as well as any related comments. By clicking into your record, you can get the context you need, like the last time the record was updated.

Encourage your team to use comments for things like progress updates or flagging risks so you have clear documentation that you can reference at any time.

Back up your work

A big fear for teams in Airtable is losing all that complex data. It’s an understandable fear when you’re adding brand-new users to a workflow that requires collaboration day-in and day-out. Someone can accidentally delete a big chunk of records or set up the wrong automation.

Fortunately, there are two simple ways you can back up your work.

One is to use base snapshots: clickable backups that restore your base to a past version. Airtable takes these snapshots automatically, but you can take one manually (and should) any time you’re making lots of modifications to your work.

And there’s also the trash function, which lets you view and restore the last seven days of deleted features, including tables, views, fields, extensions, and records. Check out our Tool Tips video above to see it in action.

With these tips in your toolkit, you can safeguard your data and keep the teamwork going.

Check out our Tool Tips series on YouTube for more quick and helpful ways to use Airtable.

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