So, you see, Coda quickly becomes a very helpful tool to assist your company’s journey to becoming more agile and productive. In other words, I could create a document called Project X and then add pages in that document for CRM, Tasks, Voting Table, To-do List, Kanban, Team Sentiment Trackers, Product Roadmaps, Timeline With Dependencies and much more. TechRepublic Premium editorial calendar: IT policies, checklists, toolkits, and research for download Top TechRepublic Academy training courses and software offerings of 2022 Imagine again that you can create a document for each of your projects and then add pages to each document that pertain to each project. What have we learned so far? A document is the bigger picture that can hold numerous pages (sub-documents). We’ve then added a page within the document using the CRM Template.We’ve added some content to the new document.We’ve created a new document (in my case, called TechRepublic Test Document). Adding the CRM asset into the new Coda document. Adding a CRM object into a Coda document.Ĭlick CRM and then in the popup window ( Figure E) click Use Template.įigure E Image: Jack Wallen/TechRepublic. Expand the Templates entry and locate CRM from the list ( Figure D).įigure D Image: Jack Wallen/TechRepublic. Inserting various types of objects into a document is simple in Coda. The first document we’ve created with Coda.įrom the Insert popup ( Figure C), you can select from any number of assets to add.įigure C Image: Jack Wallen/TechRepublic. Click Insert in the top right corner ( Figure B).įigure B Image: Jack Wallen/TechRepublic. Once you’ve written your first paragraph, let’s add a few pieces to make this simple document a bit more useful. In the new document, give it a title and then start writing in the body. The Coda Dashboard is your launch point for creating powerful documents. I log into my Coda account, go to the Dashboard and click New Doc ( Figure A).įigure A Image: Jack Wallen/TechRepublic. You can build simple or complex documents from scratch or even start out with one of the many pre-made templates.įor example, I start with a blank document. Let’s dive into Coda to see what’s what and if it’s the perfect tool to fit your needs.Ĭoda is a document management system on steroids that make it possible for you to create documents that include a multitude of objects. SEE: Hiring kit: Project manager (TechRepublic Premium)Ĭoda is one of those tools that you can use for basic needs or fairly complex processes from the personal to the professional. And because of how Coda approaches this, anyone can launch into creating powerful documents in minutes to effectively collaborate. With Coda, you get a set of building blocks to easily create the tools your teams need to remain productive. According to the Coda site, it’s the doc that brings it all together. Now, imagine you could easily create any of those items from a single location. I’m not talking about resumes, inventory, letterhead and other pedestrian documents, I’m talking about more productive ideas, such as project trackers, decision trackers, planning flows, habit trackers, CRM and quarterly KPI reports. Imagine Google Docs or Office 365 having a template for just about any purpose. With Coda, you can create an efficient collaboration platform and not have to use a combination of tools like Office 365, Trello and Jira. Will Coda be your next document management platform?
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