If you’ve ever felt overwhelmed by project chaos, you’re definitely not alone. From managing timelines and communication to handling unexpected issues, there’s a lot to juggle.
Fortunately, project management templates can bring order to the chaos.
These ready-to-use frameworks enable you to hit the ground running, and with the right template, you can cover everything from project initiation to delivery.
Airtable is a popular choice for its versatility and ease of use.
To help you find the best fit, we’ve compiled a list of the top six Airtable templates. We’ll also explore alternative templates that might better suit your needs.
Free Airtable Templates for Project Management
Summarize this article for me pleaseWhat Are Airtable Templates?
Airtable templates are pre-built workspaces designed to simplify project management. They organize information and structure workflows with predefined tables, fields, and views.
These templates store data in spreadsheet format and are powerful Google Sheets alternatives. They are task-specific, helping teams efficiently meet unique project needs.
Here are the top purposes Airtable templates fulfill for your business:
- Cut out the hassle of creating customized trackers for each project
- Standardize workflows for consistency across teams and tasks
- Enhance transparency by mapping each task and data point
- Manage information with a feature-rich spreadsheet or Excel database
Summarize this article for me pleaseWhat Makes a Good Airtable Template?
An Airtable template aims to increase project efficiency and productivity. With that in mind, here are the elements you must have in each template:
- Customization options: Ensure that the framework is easily adaptable and customizable to meet diverse project requirements
- Purpose-driven design: Choose an Airtable template with a layout and functions designed for your intended use case. Prevent information overload with the right pre-designed structure
- Automation capabilities: Beyond the time-saving pre-built structure, look for templates with built-in automated features like notifications or conditional logic to reduce manual effort further
- Data visualization: Select templates with relevant visualization tools, such as reports, graphs, and dashboards, for clear and accessible insights from your data
Summarize this article for me please6 Airtable Templates for Managing Projects
1. Inventory Tracking Template
Airtable’s Inventory Tracking Template is a solid solution for optimizing materials and assets. This template helps simplify product inventory management with key inventory data fields, such as product ID, location, and price.
It also allows you to map the entire supply chain in clear subsheets.
The template visualizes stock, ordering status, and product images so you can act on upcoming shortages and make sales pitches, knowing that products are ready.
Ideal for: Store managers and supply chain teams who wish to keep track of physical goods. It’s great for businesses looking to maintain healthy inventory and a positive bottom line.
2. Business Contract Management
If you want to manage your contracts effectively, choose Airtable’s Business Contract Management Template.
The user-friendly framework features clear labels, predefined fields, and automated reminders. These features help you stay on top of upcoming deadlines and renewals in a dynamic environment.
Airtable offers this solution in Kanban and List views to align tasks with responsible teams. This enables prompt action and smooth contract lifecycle management.
Ideal for: Management teams looking to drive deliverables and stay ahead of contract details. It is also ideal for businesses that want to build stronger relationships with their vendors and customers.
3. Brand Asset Management Template
The Brand Asset Management Template is a solution designed to help create and maintain brand assets. It features dedicated subsheets for storing style guides, logos, and product messaging.
The template includes a search function for easy data retrieval. It brings all these elements together for more uniform consistency and tonality.
This is a great Airtable template for anyone looking to enhance brand imaging effectively.
Ideal for: Businesses that run regular branding campaigns and product updates. It is also perfect for projects with high inter-agency or partner collaboration and need quick access to branding assets.
4. Simple Applicant Tracker Template
Want to fine-tune applicant tracking? The Simple Applicant Tracking Template is a great choice. It helps organize applicants, stages, and details in a clear, accessible layout.
The template serves as a project scheduling tool, with a section to store candidate and interview details. The solution features custom fields like “Decision needed” that prompt action and an option to attach candidate resumes.
The Simple Applicant Tracking Template categorizes applications, interviews, and follow-ups for top-notch recruitment.
Ideal for: Businesses and HR teams that want to improve the management of their candidate interview stages and collaborate with hiring managers.
5. Marketing Campaign Tracking Template
Airtable’s Marketing Campaign Tracking Template is a great one-stop tracking solution for all your marketing campaigns. It has a timeline view for tracking progress and clear labels to identify how to execute a task.
The template is easy to customize and uses third-party integrations from platforms like Google Ads, SEO tools, and CRMs. In fact, Airtable lets you collaborate seamlessly and enhance alignment for the best campaign.
It also lets you map the campaign’s goals, status, intended platform, and creative resources. In essence, it’s all you need to drive leads, awareness, and reputation.
Ideal for: Marketing teams and individuals looking to visualize campaign impact and product performance across all communication channels.
Summarize this article for me pleaseLimitations of Using Airtable
Airtable is a good start for project management, but it has some drawbacks. Here are four Airtable limitations you must remember when choosing your template:
- Expensive pricing models: Paid plans are costly, especially for large teams. Costs will rise with the number of teams and projects. There are many free database software that deliver powerful features without a paid upgrade
- Data entry restrictions: Workspaces have limitations on the number of entries, hindering large-scale data handling. Even Enterprise level plans have a 500,000 entry cap
- Basic shareability: Permission settings are basic in airtable templates, limited to table or base level. Without specific fields or records, teams do not have in-depth control over data editing
- Silo workspaces: Workspaces are isolated, preventing linking or sharing bases across different workspaces. This is unsuitable for cross-functional or comprehensive project and data management
💡 Pro Tip: Airtable is often considered for database management, so here’s a list of customer database software to ensure you make an informed decision.
Summarize this article for me pleaseAlternative to Airtable Templates
Airtable templates are known for their visual appeal and detailed use cases. However, their limitations reveal that they aren’t the best project management tools in terms of customization and feature sets.
For project management, ClickUp is definitely a better option, as the platform excels in collaboration and task management. Here’s a comparison.
| Feature | Airtable | ClickUp |
|---|---|---|
| Core Functionality | ➖Database-driven project management | ✅ 🏆Project management that goes beyond just databases |
| User Interface | ✅Intuitive, simple, and spreadsheet-like interface | ✅Intuitive, feature-rich, and navigable interface |
| Learning Curve | ✅ 🏆Short because of its basic features. Easy to learn, but no dedicated resources | ✅Slightly longer because of its comprehensive features. Comes with learning material and guidance |
| Customization | ➖Stops at flexible views, fields, and tables | ✅ 🏆Extensive customization from data fields to automation and workflow |
| Task Management | ✅Basic task management like assigning tasks, setting due dates | ✅ 🏆Efficient task management, including subtasks, dependencies, Gantt charts, and workload management |
| Collaboration | ✅Real-time collaboration on records and fields | ✅ 🏆Real-time collaboration extends to data, visualizations, in-app chat, comments, and even assigned comments |
| Automation | ✅Covers notifications, reminders, and basic workflows | ✅ 🏆Powerful automation covers complex workflows, conditional logic, and native integrations to over 1000+ apps |
| Data Visualization | ✅Basic charts and dashboards for visualizing data | ✅ 🏆Diverse visualization options, including custom dashboards, charts, and reporting features |
| Pricing | ✅Free plans are available with limited features. Paid plans tend to be quite expensive | ✅ 🏆Free plan available with more features and affordable paid options |
Now, let’s explore some ClickUp templates that are ideal for professional and personal projects.
1. ClickUp Sales CRM Template
The ClickUp Sales CRM Template enhances customer satisfaction and lead management. Track sales with 20 statuses, like “Unqualified,” to clarify the type of lead and the efforts required.
Custom Views help your CRM and sales team stay organized and focused. Features like the Summary View provide a snapshot of the entire sales process and results.
The template integrates with multiple sales project management tools to cover your entire sales pipeline. It simplifies task creation and delegation and facilitates activities such as following up on feedback and project reviews.
Ideal for: Sales teams and businesses looking to improve lead management, enhance customer satisfaction, and streamline their sales pipeline with an organized CRM solution.
Read More: Check out top CRM templates if you’re looking for alternatives dedicated to improving your CRM function’s performance.
2. ClickUp Competitor Tracking Template
If you need to monitor market competition, the ClickUp Competitor Tracking Template is for you. Spot regular players and new startups with the pre-designed release date review.
You get data fields to quickly record product categories, pricing, ratings, and key features.
By mapping product pages and taglines, you can track competitors’ marketing themes. This template is a business essential if you’re looking to maintain or create a competitive advantage.
Ideal for: Marketing teams and businesses seeking to monitor market competition, analyze competitor strategies, and maintain a competitive edge through organized tracking.
3. ClickUp Product Features Matrix Template
Whether reviewing product strategy or comparing your options, the ClickUp Product Features Matrix Template is the solution you need.
It maps all the details with clear, color-coded labels, ensuring stunning product roadmap visualizations. Built-in task management tools ensure quick feature releases, while custom views identify high-value features.
With collaborative editing and capacity planning, this template aligns team efforts and optimizes resources. ClickUp offers advanced automation, dependencies, and screen recording capabilities to enhance product feature tracking.
This framework is an excellent choice for event planning, especially a product launch or feature release.
Ideal for: Product teams and project managers looking to effectively visualize product features, streamline feature releases, and enhance collaboration during product strategy discussions.
4. ClickUp Employee Directory Template
The ClickUp Employee Directory Template is an HR gem built to organize employee management. Its simple and striking layout provides a clear view of your workforce.
The framework has different statuses for each individual’s precise information, such as their location, bonuses, birthdays, and even their current employment status.
Ideal for small and large organizations, the template integrates well with HR and CRM solutions. Features like workload and board views prevent staff shortages and plan for absenteeism.
Aside from being a directory template, it’s a great employee onboarding template. When implemented early, it delivers a clear and structured experience for new employees.
Ideal for: HR teams and organizations of all sizes looking to streamline employee management, enhance onboarding processes, and maintain an organized employee directory.
5. ClickUp Weekly Sales Report Template
Want to impress executive management and save time on routine reports? Pick the ClickUp Weekly Sales Report Template.
This framework’s multiple views let you effectively present data to different stakeholders. Track key metrics like cold calls, products sold, and goal deviation to measure your weekly impact instantly.
Do you need management support or want to showcase achievements? This template is perfect for both and is easy to understand. It maps product performance, tracks your time, and analyzes interactions.
This is a perfect solution to visualize customer behavior, efficiency, and areas for improvement.
Ideal for: Sales professionals and teams aiming to efficiently report weekly metrics, showcase achievements, and gain management support with clear and impactful data presentations.
6. ClickUp Project Management Spreadsheet Template
The ClickUp Project Management Spreadsheet Template is the ideal upgrade from Airtable. With a spreadsheet interface, this framework ensures flexibility and features in a familiar format.
The spreadsheet template maps your projects into phases and visualizes progress with clear color coding. ClickUp offers custom views like “Deliverables,” “Issues,” and “Project Gantt” to understand bottlenecks, timelines, and targets.
The template has a getting-started guide and helps map internal processes, such as approval workflows. Need a unique view for your business? You can instantly customize your own.
Ideal for: Project managers and teams seeking a flexible, user-friendly tool to visualize project phases, track progress, and customize workflows seamlessly.
7. ClickUp Sales Tracker Template
The ClickUp Sales Tracker Template is ideal for keeping track of your sales conversions.
The useful framework includes diverse pre-designed custom statuses to visualize task progress. The “Goal Met” and “Ongoing” are great examples that help sales teams assess next steps.
Custom fields like shipping costs and profit targets keep your team focused on business goals. Plus, the vibrant layout makes it easy to identify insights.
Unique visualizations, including a “Sales Volume per Month” view, help you track sales trends. The template allows quick customizations to track metrics such as conversion rates and visualize customer lifetime value.
Ideal for: Sales teams and businesses looking to effectively track sales conversions, assess progress, and visualize key metrics for better decision-making.
8. ClickUp Time Management Schedule Template
The ClickUp Time Management Schedule Template is the ultimate productivity and task efficiency solution. With a simple “activity type” data field, you can segment personal and professional targets.
The template includes an activity log view to break down tasks based on the day. Its workload view ensures you don’t overburden yourself or your team members when assigning tasks.
Its clear start and due dates help visualize progress and calculate the time taken. Features like the comment button, priority level, and effort estimate will have you accomplishing tasks at lightning speed.
Ideal for: Professionals and teams aiming to enhance productivity, manage tasks efficiently, and maintain a balanced workload while tracking time effectively.
9. ClickUp Personal Habit Tracker Template
The ClickUp Personal Habit Tracker Template is what you need to form new habits with conviction and consistency. After all, a habit forms in 21 days, but it’s easy to lapse without guidance.
Achieve your personal and professional aspirations with its applications, such as lifestyle improvement, building skill competence, or even fixing procrastination.
This task template blends with any existing project with just a click. It includes subtasks to map the date and checkboxes to help mark progress.
Visualize your progress in the main task and subtasks as an engaging progress bar. This ClickUp framework will do the trick if you want habit tracking to be motivating yet intuitive.
Ideal for: Individuals looking to develop and maintain new habits effectively while tracking progress in a motivating and intuitive way.
10. ClickUp Personal Budget Plan Template
Want to manage your money better? The ClickUp Personal Budget Plan Template is the perfect tool to quell financial anxiety. Its eight data fields keep insights clutter-free, of which, the category field makes spotting income and expenses easy.
Want an action plan? The built-in AI feature, ClickUp Brain, helps you create multiple. This way, you run all your experiments and ideas to optimize your budget creatively.
The template has a summary view for a clear financial health overview and even compares the plan vs. actual and deviations in real time.
ClickUp helps you plan your personal and professional project finances the way you want to.
Ideal for: Individuals and professionals seeking an organized approach to managing personal finances, reducing financial anxiety, and optimizing budgeting strategies.
Create powerful databases to organize your work
If you want to upgrade from Airtable’s interface, ClickUp also has a dedicated spreadsheet tool.
ClickUp Table View is a tool for flexibility and integration within a familiar interface. Think of it as your go-to spreadsheet tool supercharged with project management features.
It keeps information structured and accessible with instant filtering, grouping, and column management. The tool also lets you share public links, live editing access, and export data through secure data encryption.
This way, collaboration and presentation aren’t limited to internal project stakeholders.
ClickUp doesn’t stop there. Table View also has access to 30+ tools and 1000+ integrations, making managing multiple projects and large sets seamless.
Summarize this article for me pleaseAchieve Project Management Excellence with ClickUp
Project management is a soft skill art and data-driven science, and the right tool is essential for project excellence. Ready-to-use templates save time, reduce manual effort, instantly derive insights, and facilitate better action plans.
While Airtable templates are a good starting point, they have drawbacks, including limited customization, data handling, and incredibly restrictive sharing.
So, why settle for less when ClickUp delivers exceptional project management? As showcased in every template in this guide, the platform is an adaptable, comprehensive, and feature-rich tool that offers more than just task management and visualization.
It also features insightful analytics and advanced automation—everything you need for project management excellence. Sign up with ClickUp today!
Everything you need to stay organized and get work done.
