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Treasury Protocols
Receipt Scanning Protocol:
Please note on the receipt which facility or facilities the receipt is for.
Upload pictures of your receipts to the gdrive folder located
Use the following naming conventions:
Month-day-year - Vendor(s) Name(s) - Your name
Screenshot 2023-06-25 at 5.28.38 PM.png
Make sure your receipts are uploaded by the last day of each month.
*Write out description next to purchase
Loomio Guide
Coda Workspace Patterns
Hey folks. I was working with a customer on a common use case, which is tasks and subtasks. Wanted to show you how I do that pretty simple. I'd actually start with our Doc template. This team task tracker gives you a lot of the structure that you need and in this template right this project's table is distinct from the tasks table and we're looking up to the project table from that task table. It allows us to do things like count the number of completed tasks total tasks even, you know, pull in tasks for that associated project releasing to do I think a common ask is to then have subtask for different tasks. Um, the way I would approach that is to kind of near the same functionality here. So if we go and add a new table and I um, I'm just gonna call this sub tasks.
Um, and in the same way here we have a look up to that project table. You can easily look up and we'll change this to look up on that that tasks table. Um, and so let's say we have this this ah, you know what? Let's actually give a new task of record walk through give myself the the owner websites project. Um one record walk through.
Um, and you know what just for for completeness sake, we'll we'll give this a you know help customers project rate and and we'll make sure that that's reflected up there. Um, so under record walkthrough if I want to say um break out the steps for that. I think it's really easy to to add a button.
To this table the test table and we'll call that um, we're gonna tell it to add a row to that test table and will label it add some task. And so when you click that button, it's going to add a table to that sub test table. We want to feed in a little bit information and let's let's clean this up a little before we do that. Let's call this task name. That's lookup column will call the subtask name loops and um, let's just give this ah assignee and he spelled that one. Oh, that's right.
Hey folks. I was working with a customer on a common use case, which is tasks and subtasks. Wanted to show you how I do that pretty simple. I'd actually start with our Doc template. This team task tracker gives you a lot of the structure that you need and in this template right this project's table is distinct from the tasks table and we're looking up to the project table from that task table. It allows us to do things like count the number of completed tasks total tasks even, you know, pull in tasks for that associated project releasing to do I think a common ask is to then have subtask for different tasks. Um, the way I would approach that is to kind of near the same functionality here. So if we go and add a new table and I um, I'm just gonna call this sub tasks.
Um, and in the same way here we have a look up to that project table. You can easily look up and we'll change this to look up on that that tasks table. Um, and so let's say we have this this ah, you know what? Let's actually give a new task of record walk through give myself the the owner websites project. Um one record walk through.
Um, and you know what just for for completeness sake, we'll we'll give this a you know help customers project rate and and we'll make sure that that's reflected up there. Um, so under record walkthrough if I want to say um break out the steps for that. I think it's really easy to to add a button.
To this table the test table and we'll call that um, we're gonna tell it to add a row to that test table and will label it add some task. And so when you click that button, it's going to add a table to that sub test table. We want to feed in a little bit information and let's let's clean this up a little before we do that. Let's call this task name. That's lookup column will call the subtask name loops and um, let's just give this ah assignee and he spelled that one. Oh, that's right.
Slack Integration
Miroboard Integration
Google Integrations
QuickBooks Integration
Zoom Integration
Canva Integration
Coda AI Intro
Coda Automations
Coda Resource Library
Stripe Integration
Wordpress Integration


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