Airtable

How to set up a voting system for prioritizing features in Airtable?

Discover the simple way to build a voting system in Airtable, helping you prioritize features effectively. Follow straightforward steps to organize and decide what's most important.

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Overview

Creating a voting system for feature prioritization in Airtable is a great way for teams to decide together which tasks or enhancements are the most important. By using the adaptable nature of Airtable, teams can set up a clear and transparent method for members to vote and keep track of their choices. Usually, this involves crafting a custom table with fields for things like feature descriptions, voters, and the number of votes each feature gets. This approach helps ensure that the development work matches up with what the team and stakeholders consider important, making decision-making smoother and fostering a more organized, democratic process.

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How to set up a voting system for prioritizing features in Airtable?

Step 1: Create a New Base

  • Fire up Airtable and start a new base. Give it a name that makes sense, like "Feature Prioritization."

Step 2: Create a Table for Features

  • In your shiny new base, set up the first table and call it "Features."
  • Add these fields:
  • Feature Name (Single line text)
  • Description (Long text)
  • Status (Single select, with options like "Pending," "In Progress," "Completed")
  • Votes (Number)

Step 3: Create a Table for Voting

  • Add another table in the same base and name it "Votes."
  • Set up these fields:
  • Feature (Linked to the "Features" table)
  • Voter Name (Single line text)
  • Vote Weight (Number, optional, for weighted voting)

Step 4: Configure the Vote Count

  • Head back to the "Features" table, and locate the Votes field.
  • Change the field type to "Rollup."
  • Link it to the "Votes" table and select the Vote Weight field. If you're not using weighted votes, link to any other field in the "Votes" table.
  • For aggregation, pick the SUM(values) function.

Step 5: Create a Form for Voting

  • Go to the "Votes" table and click on "Forms" to whip up a new form.
  • Customize the form:
  • Add the Feature field so folks can pick the feature they want to prioritize.
  • Add the Voter Name field for tracking who voted.
  • Add the Vote Weight field if you're using weighted voting.
  • Share the form link with your team or embed it on your project management site.

Step 6: Use Views to Organize and Display Data

  • In the "Features" table, create different views like Grid, Kanban, and Gallery to organize and display the features based on status, votes, and other criteria.
  • Sort the Grid view by Votes in descending order to see the top-voted features.
  • Use filters to view features by status or any other criteria that matters to your project.

Step 7: Automate Notifications (Optional)

  • Set up Airtable Automations to notify team members when a feature gets a certain number of votes or its status changes.
  • Create an automation, and set the trigger based on conditions (e.g., when Votes is greater than 10).
  • Configure the action to send an email or Slack message to the right people.

Step 8: Regularly Review and Adjust

  • Regularly check the voting results and tweak feature priorities as needed.
  • Update the status of features based on team decisions and progress.

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