When companies start out using Coda they are often ask ‘How should I organize my docs?’ In practice, you won’t have to spend any time thinking how to do this, but it can be helpful to spend a bit of time thinking about it early on in your Coda journey. The below table lays out a basic taxonomy of how to think about docs.
If you have any questions on anything in this doc, don’t hesitate to reach out to me at
Overall, we think you can classify the docs you will make into four broad buckets (with natural outliers here and there 😄):
Content that should be public for everyone who wants to see it.
Examples: Wikis, company all hands docs, central team docs.
Content driven by a smaller group that isn’t private or secretive.
Examples: Sub-teams within an eng team, D&I Task Force.
Content which could sometimes be private, ranging from ad-hoc to more longer-standing use cases.
Examples: Holiday party 2021 planning doc, 1:1s, executive team planning doc, compensation planning, all-hands breakout room brainstorm doc.
Completely personal docs.
Examples: Personal to-do lists, personal notes.
We’ve broken out a set of conclusions, observations, and recommendations in the
In practice, the most common issues companies face is deciding:
Where to store certain docs
How to manage retrieval of information
Within that context, it seems as though the more difficult distinction to draw is between
. Generally, there is no fundamental reason to not have as much information as possible in
-type docs (for example, choosing whether to break out an engineering sub-team from the broader team doc. A way to think about that decision is to consider the external participants to the Group. Is it a project that will last weeks/months and/or an effort in which more participants from outside the main group will be involved? If yes, then it's probably smart to put it in a new doc. We’re confident that this decision will fade to the background over time (you won’t have to be consciously making it over and over again, and it will just become natural).
Detailed Doc Types Table