If you are looking to organize tasks and projects, a Kanban board in Airtable can be your solution, as it offers a visual representation of your workflow. Whether you're managing a team project, tracking personal tasks, planning content, or even using Airtable as a CRM, a Kanban board can be tailored to fit your needs.

To create a kanban board in Airtable, you can choose from three primary methods:

1. Starting from scratch: if you never used Airtable, so none of your databases or tables is being used to manage tasks, this method will guide you in how to set up a new table in a new base and what fields are essential;
2. Using your existing data: this method is ideal if you're already familiar with Airtable and want to utilize its built-in features to create a kanban board directly within the platform;
3. Using Softr: This is the superior method if you wish to harness the power of Airtable data and integrate it with the advanced features of Softr. Not only can you create a Kanban board, but you can also granularly share it with others, and integrate it with your Softr app, portal or website.

While each of these methods has its merits, using Softr provides added flexibility, especially if you're looking to create a more comprehensive project management system.

Creating a Kanban board view in Airtable from scratch

Creating a kanban board from scratch allows you to tailor the board to your specific needs and preferences. In this section, I'll guide you through the process of setting up a new table in Airtable and introduce you to the essential fields to create a functional Kanban board.

Kanban boards are versatile tools that can be adapted for a variety of purposes, such as tracking sales leads, managing editorial calendars, overseeing product development, or even organizing personal tasks. While Kanban boards can be molded to fit almost any workflow, for the context of this article, I'll be focusing on project management as our primary use case.

Step 1: Sign in or sign up to Airtable

Before you start creating your Kanban board in Airtable, you need to have an account. If you don’t have one, you need to sign up for Airtable. However, if you already have an account, sign in to Airtable with your login credentials.

Step 2: Setting up your Airtable base

Next, you need to create a new Airtable base that can organize your data, so that you can create a Kanban board. This includes ensuring you use descriptive namings, create the necessary tables, and that each of those tables has the needed Airtable fields.

Step 2.1: Create an Airtable base

On your Airtable workspace, you will find the "Create a base" button. Click on it.

Step 2.2. Rename your Airtable base

By default, Airtable will name your base "Untitled Base." As you think about naming your base, consider the tables that will be part of this base. When using a kanban board, you might have tables for "Taks," "Projects," "Employees" or "Customers."

Given the multifaceted nature of project management, having a base with an undescriptive name like "Untitled Base" can be confusing, especially if you plan to have multiple bases in the future.

To name your newly created Airtable base more descriptively, click on its name and type a new one, such as "Project Management."

Step 2.3: Rename your table

Also by default, the table in your Airtable base will be named "Table 1." This is not a helpful name, as it doesn’t indicate what data will be added to this table. Each table serves a unique purpose in organizing and categorizing your content. For instance, "Employees" might list your teammates, while "Projects" may list the various initiatives your team is currently working on.

As you’ll use this specific table to keep track of your Tasks in Airtable, click on the table name, click on "Rename table," type a new name, such as "Tasks," and click on "Save."

Step 2.4: Change the title of existing fields

Fields in Airtable function similarly to columns in a spreadsheet, helping you categorize and organize your data. The first field is typically reserved for the titles or names of your tasks or projects, as that's often how you will identify each item on your Kanban board. Depending on your specific needs, you might use the first column for different identifiers, such as task IDs or unique project codes.

To change the name of the first column, click on the header of the first field, which will default to "Name." In the dropdown that appears, select "Edit field." Rename it to "Task Title," "Project Name," or any other identifier that suits your workflow, and then click on "Save."

You might need to adjust or add other fields to optimize your kanban board. Beyond the primary title or name, common fields for a kanban board include:

• Status: This is crucial for a kanban board. It indicates the current stage of a task or project, such as "To Do," "In Progress," or "Completed." Ensure this Airtable field type is set to Single select, so you can easily move tasks between different stages;
• Assignee: If the people responsible for tasks or projects have access to the Airtable base, you can create a field with the field type User. If they don't have access, a Single line text field to note down their name will suffice;
• Due Date: use the Date & Time field type to set deadlines for tasks or project milestones;
• Priority: to highlight the importance or urgency of tasks, you can create a Single select field with options like "High," "Medium," and "Low;"
• Category or Project: if you want your kanban board in Airtable to encompass multiple projects or task categories, a Single select or Multiple select field can help categorize each task;
• Attachments: if there are relevant documents, images, or files associated with a task or project, use the attachment field type to upload and store them directly in Airtable.

Step 3: Add your data

With your fields set up, you can now start adding your data to Airtable, which will be shown on your Kanban board. To do so, click on a cell and add the relevant details for each task.

Step 4: Create the Kanban view

One of the features you will use is the ability to switch between different Airtable views. So far, you’ve been working with the grid view, but you can see the same data with the Kanban view.

Step 4.1: Create a new view

On the left sidebar, you will see a heading with the text "Create…" above a list. There, click on "Kanban."

Step 4.2: Configure the new view

Next, choose a name for the Kanban view. “Kanban” could work well. Then you can select who can see and edit this new view:

• If you select "Collaborative," everyone can both edit and view this view;
• If you select "Personal," only you can both edit and view this view.

Once you’ve made your choice, click on "Create new view."

Step 4.3: Choose a grouping field

In order for Airtable to show a task on a given column in your Kanban board, it needs to know which field should be used to do so. Typically, this will be the "Status" you created earlier in this process.

To select this field, click on the dropdown list and select the field. Then click on "Done."

Step 5: You’ve created a kanban board in Airtable

You’ve now set up a kanban board in Airtable. You can see all your tasks or projects organized in columns, making it easy to visualize and manage your workflow.

Creating a Kanban board view in Airtable using your existing data

If you've been using Airtable for a while, you likely have tables filled with data that can be transformed into a visual Kanban board. In this section, I'll guide you through the process of turning that data into a functional Kanban board.

Step 1: Sign in to Airtable

Before you start to create your kanban board in Airtable, you’ll need to sign in to Airtable with your login credentials.

Step 2: Ensure your table is set up properly

Before you can create a kanban board, it's essential to ensure that your table is structured correctly. The Kanban view in Airtable relies on a single select field to categorize and display your cards. This means you need a field where each record (or task) can only belong to one category (or column) at a time. For example, a task cannot be “In progress” and “Done” at the same time.

Step 2.1: Access your base

Navigate to the Airtable base where your data is located.

Step 2.2: Access your desired table

Click on the table with which you wish to have a kanban board.

Step 2.3: Audit your fields

Look through your current fields to determine if you have a single select field that can be used for the columns in a Kanban board. This could be a field like "Status" or "Stage" where each task has a specific stage in the workflow. Depending on the details you need to have on each card of your Kanban board, you may need to have fields like "Due date," "Image," or "Assignee."

If you do have all the necessary fields set up correctly, move to Step 3.

Step 2.4: Edit fields (if necessary)

If you have a field that can be used for the kanban view but it's not named appropriately or doesn't have the right options, click on the dropdown arrow next to the field name. Then select "Edit field" to make the necessary adjustments, changing the name or the field type.

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Step 2.5: Add a new Single select field (if none exists)

If you don't have a suitable field to use for a kanban board, you'll need to create one. Click on the "+" icon to add a new field. Choose the "Single Select" field type. Add options that represent the stages or categories for your kanban board, such as "To Do," "In Progress," and "Completed." Next, you need to assign a stage for each of your tasks, using this newly created Airtable field.

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Step 3: Create a Kanban view

Now that your table is set up correctly, you can proceed to create the Kanban view.

Step 3.1: Add a new view

On the left-sidebar name "Views", heading called "Create…", you’ll find the option "Kanban." Choose a name for this view and click on "Create new view."

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Step 3.2: Adjust the Kanban settings

Now, a pop-up will appear for you to select the grouping field. Airtable will automatically list all the fields of the "Single select" type. When you choose one, the board in the background will update to match the grouping field you selected. Hit "Done" when you finish.

Choosing a grouping field for a Kanban board in Airtable.

Step 4: Personalize your kanban board

Once you've set up your Kanban board, personalizing it can help you get the most out of your workflow. Airtable offers a range of customization options to tailor the kanban board to your needs:

• Filtering Cards: You can filter your Kanban cards based on specific criteria. For instance, if you want to view tasks assigned to a particular project lead or those that fall under a certain category, filtering by any of these will be invaluable;
• Showing or Hiding Fields: Depending on the information you want visible at a glance, you can choose to show or hide specific fields on each card. This means you can decide whether or not details like the assignee, due date, and other fields are displayed on the front of the card;
• Sorting Cards: Organizing your tasks is crucial for efficient project management. With the sorting feature, you can arrange your cards based on the information in a chosen field. For example, you might want to sort tasks by due date to prioritize upcoming deadlines.

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Step 5: You’ve created a Kanban board in Airtable

You’ve now set up a Kanban board in Airtable. You can see all your data organized in columns, making it easy to visualize and manage.

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Creating a Kanban board in Softr, using Airtable as a data source

Softr simplifies the process of creating a Kanban board in Airtable, plus you can take advantage of a higher degree of customization. In this section, I'll guide you on how to set up a Kanban board in Softr backed by the data management capabilities of Airtable.

Step 1: Sign in or register to Softr

First, you will need to log in to Softr. If you don’t have an account, you can sign up for Softr for free.

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Step 2: Click on “New Application”

With your Softr account set up, it's time to create a new application where your Kanban board will be housed.

On your Softr dashboard, locate and click on the "New Application" button.

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Step 3: Search for a template

Softr offers a wide variety of templates that can simplify the process of using a Kanban board. To create a Kanban board, I recommend the Project Management template. Locate and select the template in the list to proceed.

Step 4: Click on “Use Template”

You can now learn more about the Project Management template, including its features and functionalities. Once you’re ready, click on the “Use Template” button.

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Step 5: Select Airtable as the data source

Once you've selected your template, you'll be prompted to choose a data source. If you want your Kanban board to use data stored in Airtable, select “Airtable” from the available options, and click on “Continue.”

Step 6: Connect to Airtable

Now, you have the choice between using a personal access token or your API key. Follow the steps on the screen or the next few sub-steps below to get your personal access token.

Step 6.1: Go to the Airtable Developer Hub

In Airtable, click on your icon in the top-right corner and then click on “Developer Hub.”

Step 6.2: Create a new token

Click on the “Create new token” button.

Step 6.3: Set your personal token

Name your token and set the scope according to the instructions from Softr. On “Scopes”, select:

• “data.records:read;”
• “data.records:write;”
• “schema.bases:read;”
• “Schema.bases:write.”

On “Access” select the database you created or other generic options that grant access to all your databases.

Step 6.4: Copy your token

A popup will appear with your new personal access token. Copy it.

Step 6.5: Paste your token on Softr

Head back to Softr, paste your token to the relevant field, and click on “Continue.”

Step 7: Copy the Softr template to Airtable

In order to use Softr’s template for Airtable, click on “Copy base to your Airtable account.”

Step 8: Make sure your data is synced

For your Softr app to display the information you need in the correct way, you have to make sure the app fields match the table columns. In the next steps, I’ll guide you through how you can set up these properties.

Step 8.1: Adjust the source setting

Navigate to a page with a kanban board block. In this example, I’m using the page "/task-kanban." Clicking on the Kanban board block will open a sidebar on the right side of the screen with the source options.

Here, under SOURCE, you can choose the Airtable base, the Airtable table, and the default view where your data can be found.

Step 8.2: Set up your search bar fields

To enhance the usability of your Kanban board, Softr provides a search bar feature. To use this feature in an optimal way, go to the content tab, click on the option under “Search by” and select the fields that should be used to search the user’s inputs.

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Step 8.3: Adjust the cards groups

Grouping cards in your Kanban board can provide a clearer structure, especially when dealing with multiple projects or stages. To do so, in the content tab, insert the desired fields on the option under “Group by.”

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Step 8.4: Define which information to display

The details displayed on each card in your Kanban board are crucial for quick reference. On the content tab, under “Item fields,” you can set up the information to be displayed by adding the correspondent Airtable field and giving it a title.

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Step 5: You’ve created a kanban board using both Softr and Airtable

You’ve now set up a Kanban board in Softr. You can see all your tasks or projects organized in columns, making it easy to visualize and manage your workflow with an app that can adapt and grow with your needs.