![]() ![]() Hiding fields is particularly useful if you have complex formula fields that could confuse someone new to your base. Relatedly, if your teammate only cares about certain fields-like a deliverable's due date, or a project's status-you can hide the other fields to minimize distractions.The most obvious example of this is applying a filter so that only records that are assigned to them with a collaborator field will appear, but you can also mix and match filters to show only records designated with a certain priority, or only records that have a deadline before a particular date. If your teammate only cares about a particular subset of all available projects, try adding filters so that they'll only see the records that are relevant for their workflow.Whichever you choose, making a view that resembles what your teammate is most comfortable with can help ease the transition process and show that you understand their needs. Of course, if they're coming from kanban software, you can make a kanban view too. Will they be working with a ton of dates? Consider making a calendar view. Does this person love spreadsheets? If so, be sure to make a grid view.The view you'll make will of course be dependent on the person for whom you're creating it, but here are a couple of suggestions for ways you can customize a view for someone: With Airtable's views, you can see the same underlying information on a spreadsheet-like grid, a kanban board, a calendar, or an image-centric gallery of large cards. A project manager could get a bird's-eye view of the status of every feature request on an intricate color-coded kanban board a copyeditor could get a filtered list containing just the pieces that they need to review. Airtable's views allow each team member to see just the information that's relevant for their role, in a way that fits their work style or personal taste. One simple way to show a teammate that you've thought about their specific needs is by pre-creating a custom view for them. Even then, once you've finally nailed down how the new process is going to work, there are still steps you can take that will demonstrate to your teammates that you've got their working styles and specific requirements in mind. That can-and should-mean thinking about your teammates' needs before actually building out the tools you plan on using with them. No matter what kind of workflow you're implementing, you'll get more buy-in if you consider the perspective of your audience. What's important to them? What do they value? What are their working styles? What resources do they need to perform their roles effectively? Speak their languageīefore trying to get other team members on board with a new process, it's worth taking a step back to think about their specific needs. Our customer success team is well-versed in guiding organizations of all shapes and sizes through process changes-here are some of their best tips. That means it's well worth your time to consider what you're going to do to ensure that you're setting your team up for success. ![]() By taking your teammates' needs into account and providing necessary onboarding and educational resources, you'll not only be reducing future stress, you'll also be empowering your team members to take ownership of the new process. Even worse, they might decide to abandon the new process altogether-ultimately wasting everyone's time and energy.Ĭonversely, the effort you put in at the beginning of the process will pay dividends later. Charging in as quickly as possible without taking the time to stop and think can cost you later if your teammates get confused or frustrated. But before you get too far ahead of yourself, you need to ask one very critical question: “How am I going to get the rest of my team on board?”Īs with any change management process, it takes diligence and forethought to execute a smooth transition. ![]() You just know that it'll revolutionize the way your team works. You've got a great idea for an incredible new process. To implement a new process successfully, you need to give your teammates the resources they need to succeed. ![]()
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