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Intro to Airtable

The purpose of this learning module consisting of 11 short videos to introduce you to the new systems your firm is adopting.

These new systems are meant to store all of your firm's data to keep everyone organized and all of your project information in one place. All of these systems are hosted on Airtable. The module consists of very short videos explaining various topics related to your new Airtable systems, structure and organization. These videos will also be available to you after this intro session. Please enter your information below. You will be prompted to state whether you understand or don't understand each module. If you require more help, I will reach out to you to explain any questions you may have. Don't worry, you can always ask more questions at any time!


Your answers are private and will not be shared with your team. This is just to get an idea of how your current firm is working. Don't overthink it.

What's your name?

What's your business email?

What's your title?

Do you have direct reports?

How would you rate your current company's organizational skills?

How would you rate your current company's organizational skills?

How would you rate your own organizational skills?

How would you rate your own organizational skills?

What's your current process for handling your own tasks?

If you have direct reports, what's your current process for assigning tasks?

What's your current process for creating project specifications and/or keeping track of material selections?

What's your current process for handling tasks related to RFIs?

What's your current process for keeping track of FORs and/or site related issues?

What's your current process for handling reviews? For example, when a task you've done is complete but requires a review from another member of your team? How do you go about letting them know and sending them that information?

What system do you mostly use for internal communications? Eg: email, slack, in person, etc

What's the administrative task that you spend the most time doing?

What's an administrative pain point you have right now that you would love to be solved?