Glide

How to create a project management tool in Glide?

Master step-by-step instructions to build an effective project management tool using Glide, a fantastic no-code app creator. Easily boost your team's productivity and make workflows smoother.

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Overview

Building a project management tool in Glide means using its cool app-making features to craft a personalized and easy-to-use interface. Glide hooks into Google Sheets for all your backend needs, making data management and syncing a breeze. Kick things off by structuring your data in Google Sheets—think columns for tasks, deadlines, statuses, and even team members. Next, dive into Glide to design the app, tweaking layouts, and adding nifty elements like forms, filters, and connections to keep project tracking and teamwork running smoothly. The whole journey ensures a smooth shift from planning to doing, boosting productivity and teamwork along the way.

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How to create a project management tool in Glide?

Step 1: Sign Up for Glide

Head over to Glide Apps and sign up for a new account. If you already have one, just log in.

Step 2: Create a New Project

Once you're in, hit the "New Project" button. Pick the type of app you want to make—mobile or web.

Step 3: Select a Data Source

Choose where your data will come from. Glide lets you pull in data from Google Sheets, Excel files, or you can use Glide Tables directly.

Step 4: Set Up Your Data

Get your data ready in the source you picked. Here's a suggested structure:

  • Tasks: ID, Name, Description, Status, Due Date, Assigned To
  • Team Members: ID, Name, Role, Email
  • Projects: ID, Name, Description, Start Date, End Date

Step 5: Configure Tabs

In Glide, set up tabs for each main part of your project management tool:

  • Tasks
  • Team Members
  • Projects

Each tab will link to the related data from your source.

Step 6: Customize Layouts

Within each tab, tweak how the info is shown. Glide gives you lots of layout options like lists, tables, and calendars. For tasks, a Kanban or calendar layout might be handy. Team Members can be shown in a list or grid format.

Step 7: Add Forms for Data Entry

Add forms so users can create new tasks, team members, and projects. Make sure the forms have input fields that match your data fields (e.g., task name, due date, assigned to).

Step 8: Set Up User Permissions

Set up user permissions to control who can view, edit, or create data. You can do this by setting up different user roles and assigning them as needed.

Step 9: Integrate Notifications

Set up notifications for task updates, deadlines, and assignments. You can do this by integrating with tools like Zapier or using Glide's built-in notification settings.

Step 10: Test Your App

Before you go live, test your app thoroughly. Make sure it works as expected on different devices and browsers. Fix any issues that come up.

Step 11: Publish and Share

Once you're happy with it, publish your app and share it with your team. Glide gives you a shareable link and options to embed your app in websites.

Following these steps will help you create a functional and efficient project management tool using Glide.

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