Goals & Tasks
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Goals & Tasks

The documentation below will help you to configure your new Airtable base. It walks you through the essentials of understanding Airtable’s features and how you can use the relational database as a powerful business tool.

How to copy your Airtable template

  • Find the link to your Airtable template: Your access link to the Business Wiki template was sent to your email after purchase. Due to the digital nature of a template, this link will only be sent via email. If the password is changed, this documentation will be updated (current password is GOALS323).
  • Copy your base to your own workspace: Either in your browser or on desktop, you’ll find the ‘Copy base’ link in the right hand corner. Only do this once (or twice, one as a trial version & another to use as a final version), otherwise you’ll continue to create duplicates in your account.

Quarterly Planning Dates & Calendar

A transcript of this video, including text & audio, can be accessed via this link.

OKR Tracking & Quarterly Reporting

A transcript of this video, including text & audio, can be accessed via this link.

Objectives and Key Results (OKRs)

A transcript of this video, including text & audio, can be accessed via this link.

Task Management (Initiatives)

A transcript of this video, including text & audio, can be accessed via this link.