Airtable - 🗂 Business Wiki_ 📊 Process Departments - 3 February 2022
2:51AM Feb 3, +0000
Speakers:
Keywords:
link
department
onboarding
workflow
related
field
templates
business
client
documentation
dropbox
owner
quick
tie
process
valid
records
foreign concept
table
different sections
If it is a foreign concept to link records between different tables and air table, then this space is a really good way to learn that it is a way to see information that is related to each other in a really simple way. So process departments is just another name for the different sections of your business. Now, it may be completely different departments for your business. But this is how we can see on a really quick view, what type of workflows are associated with all the different process departments in your business. So the process department of client success, you're going to have your client onboarding, your client off boarding, and that's going to be related to workflow documentation here. So if we do a quick tap here, we can see all the templates needed that are part of the onboarding, we can see that process. And we can see the business department, which is client success. Now we will go into all of this in more detail. But this is the section that is going to tie together all of the process departments. And if you are only one person in your business, you might not want this owner field because you're going to own all the different sections of your business. So you can just go up to hidden field and remove owner that way. Or you can go up to owner and delete the field. I've also added in a Google Drive link area where you can add in a folder that relates to a folder link that relates to your marketing or sales, whatever it may be, there is the option to add a link. Now it could be a another link to an air table. It could be a link to a PDF. It could be a link to Dropbox, it doesn't matter you can easily go up to customise field type and change that text here. But it is where you put a valid URL that is important at the high level to the department or the process department. Now this is a high level view. So next we're going to go into how the workflow documentation works and how that ties to templates and assets.