Beta-Testing (Internal and Client)

Using Airtable to Document Tasks during Beta Testing Phase of the LKF Web Process

Go to airtable.com and login

  1. 1. Click on LKF Beta Testing Format

    Click on LKF Beta Testing Format
  2. 2. Click on Master Beta Testing Tab

    Click on Master Beta Testing Tab
  3. 3. Right click on Master Beta Testing Tab table options

    Right click on Master Beta Testing Tab table options
  4. 4. Right click on Master Beta Testing Tab table options

    Right click on Master Beta Testing Tab table options
  5. 5. Click on Duplicate table

    Click on Duplicate table
  6. 6. Click on Rename table

    Click on Rename table
  7. 7. Type the name of the website you are beta testing

    Type the name of the website you are beta testing
  8. 8. Click on Record

    Click on Record
  9. 9. Click on Task

    Click on Task
  10. 10. Click on Save

    Click on Save
  11. 11. Click on + to insert a new task

    Click on + to insert a new task
  12. 12. Type the name of the page you are making the task for, in this case "Home "

    Type the name of the page you are making the task for, in this case "Home "
  13. 13. Add the title of the beta edit - keep it simple

    Add the title of the beta edit - keep it simple
  14. 14. Add a more detailed description of the beta edit with specific instructions of what needs to change

    Add a more detailed description of the beta edit with specific instructions of what needs to change
  15. 15. Click on the + to add a person, you can choose from the list or type in the person's name

    Click on the + to add a person, you can choose from the list or type in the person's name
  16. 16. Indicate what the status of the beta edit is, in this case To Do

    Indicate what the status of the beta edit is, in this case To Do
  17. 17. If you are assigned a task, you can change the status to In progress

    If you are assigned a task, you can change the status to In progress
  18. 18. If you are stuck on an edit and need help or to pass the task to someone else with further instructions...first type @[name of person]

    If you are stuck on an edit and need help or to pass the task to someone else with further instructions...first type @[name of person]
  19. 19. Type in your message, once you are finished adding content in that cell, the person tasked will receive an email from AirTable indicating they have a message.

    Type in your message, once you are finished adding content in that cell, the person tasked will receive an email from AirTable indicating they have a message.
  20. 20. You can add a screenshot to help explain an issue by clicking on Add attachment

    You can add a screenshot to help explain an issue by clicking on Add attachment
  21. 21. When the beta edit is complete, change the status to Done

    When the beta edit is complete, change the status to Done