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Coda Training

Explore tips and tricks to advance your skills in Coda
Welcome! This session is designed for everyone regardless of your experience level using Coda. We’ll cover the core building blocks including tables, views, formulas, and packs so you can get started with your first doc build. To get a head start, check out our self-guided training here:
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Agenda
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Introductions
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Intro to Coda
4
General overview
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Evolution of Coda and what it can do
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Coda Workspace
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How to contact support
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Coda Building Blocks
11
Doc Functionality
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Collaborative features
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Tables
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Explore Tab
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Create Table & Add Columns
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Column Types
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Views
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Filters
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Table Options
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Grouping & Sorting
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Conditional formatting
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Advanced Features
3
Coda Packs: top integrations in Coda
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Automations
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Buttons
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Collaboration in Coda
5
Locking & Permissions
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Sharing
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User formula & team pages
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Folders
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Version history: where and how to find
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Resources
4
User Guide
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Help Center
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Doc Gallery
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Customer Champions
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Goals
Feel comfortable when logging into Coda or a Coda doc
Understand full capabilities of Coda
Get inspired by real-world use cases.

About Coda
Coda takes the familiar writing surface of a doc, and gives you building blocks to create personalized solutions for your team. You can start simple like
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with Coda, or go in-depth with your own
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or
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.
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Participants

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Name
Role
Coda Skill Level
Favorite Other Tool
1
BS
Ben Schottenstein
Account Manager
Slack
2
TP
Ty Pilon
Account Manager
Slack
3
BU
Barbora Uhelova
Retreats (events) planner
Trello
4
TC
Teresa Caklova
Retreats (events) planner
Google Suite & Slack
5
JB
Jolanda Brandt
Retreat (events) planner
Slack
6
JS
Janete Silva
Sales & Support
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7
SS
Surf Office Support
Operations
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How can I participate?

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1
Cross - doc how to use databases across Coda docs
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👍
5
BS
Ben Schottenstein
TP
TC
JB
BU
JS
2
Database (table) syncs
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👍
4
TC
Teresa Caklova
BS
BU
JB
JS
3
Privacy settings when sharing a document
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👍
3
TC
Teresa Caklova
SS
BU
JB
4
Design and layout (custom formatting)
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👍
2
TC
Teresa Caklova
SS
JB
5
How to pull data from different tables for calculations and results.
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👍
2
JS
Janete Silva
SS
TC
6
Using Lookups to build dynamic price calculator for customers.
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👍
1
BS
Ben Schottenstein
SS
7
How to use buttons.
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👍
1
BS
Ben Schottenstein
SS
8
Example question or area that you’d like to cover.
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0
JS
John Scrugham
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