4 workflows that take advantage of rich text formatting


Here’s four of our favorite use cases for the new formatting options in long text fields.

Today, we’re shipping a ton of improvements to our long text field. With these new features, you’ll be able to add bold, italic, strikethrough, and code formatting to your text, linkify text to add context, organize your work with headers, structure it with bullet points or checklists, and more!

You can start using it in your bases right away by going to the field customization menu, selecting the Customize field type option, then picking the long text field type. You should see a toggle to enable rich text formatting (and you might notice that the field type icon changes as well).

If you don’t see this toggle, try refreshing your page.

Rich text formatting introduces a full suite of text styles to your bases—it’s like a writing app built into every record. You can leverage it in all sorts of ways, but here are a few of our favorite ways to make the most of your new palette of formatting options.

Employ checkboxes for subtasks in your project tracking base

You can create all sorts of custom project management tools in Airtable, and even create a task hierarchy with a Gantt chart. However, if you don’t need such an advanced and robust setup, but want to track tasks that you can break into subtasks, try using a long text field with checkboxes.

You can easily create checkboxes by typing an open and closed bracket pair (followed by a space). Try typing the following text into a long text field with rich text formatting enabled to see it in action:

[] Checklist Item 1

Check out this embedded base for an example of how you can use checkboxes in long text fields to track subtasks.

Store your meeting notes in an Airtable base

Any word-processing app will let you type meeting notes, but an Airtable base can give you the structure to keep them organized. With the new improvements to the long text field,  you can now create bulleted and numbered lists.

For an unordered list, try typing the following into a long text field with rich text formatting enabled:
– Item one
– Item two
– Item three

For an ordered list, try this instead:
1. Item one
2. Item two
3. Item three

Once you start typing in a long text field with rich text formatting enabled, you’ll notice that Airtable automatically begins to format your text like a list. Just like in most writing apps, you can hit the Tab key to indent the list, or Shift+Tab to outdent.

Meeting notes work great in list format because they typically require quick typing to keep up and nobody needs a detailed summary of a meeting they experienced first-hand. Those notes lose their usefulness when piled under days of email, lost in a cloud document stream, or saved locally on the notetaker’s computer where nobody else has access.

Keeping the notes in Airtable not only synchronizes them to every team member in an instant but also allows you to add custom metadata that can make notes easier to find. You can use a created time field to automatically log the date and time the record containing the meeting notes was created and a last modified time field if you

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