Airtable Interface Layout for Non-Technical Colleagues
Design simple screens so colleagues need not see the whole base.
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Plan interfaces for my Airtable base so that colleagues see only what they need. Colleagues and what each does: [COLLEAGUES_AND_TASKS]. Tables and key fields: [TABLES_AND_FIELDS]. Decisions they make from the data: [DECISIONS]. For each role design one page and describe it from top to bottom: title, purpose in one sentence, elements (list, kanban, charts, numbers, form, buttons), fields shown and hidden, filters, actions allowed, and help text. Example: a coordinator page with three numbers (open requests, overdue, completed this week), my requests sorted by due date, a button to add a request using a short form, and a detail panel; a manager page with a chart of requests by status and a table of overdue items. Say what each user should never see, such as internal cost fields, and the permissions each role needs for the page to work, remembering that interface and base access can differ [VERIFY]. Available elements depend on plan and version [VERIFY]. Test with one colleague per role on five tasks, including tasks that should take under a minute, and ask: can you find your work, can you update it, what confused you? Keep each page to one purpose, with clear labels and no jargon.
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