Skip to content
Managing a Book of Business in Coda
Managing a Book of Business with Coda
Clients
Meetings
Tasks
Data
Share
Explore

Meetings

Note: It is important to have a standard naming convention for client meetings in order to extract the client name from the Event Summary. In my example, I've used the format "Client Name | Coda - Meeting Type". This way, I am able to use a formula to split out the company name.
Events
Event
Summary
Start
End
Attendees
Split Client
Client
Split Meeting Type
Meeting Type
Google Calendar icon
Acme Corp | Coda - Check In
Acme Corp | Coda - Check In
Tue, Jun 8, 10:00 AM
6/8/2021, 10:30 AM
[  ]
Acme Corp
Check In
Google Calendar icon
Wayne Enterprises | Coda - Doc Build
Wayne Enterprises | Coda - Doc Build
Tue, Jun 15, 10:00 AM
6/15/2021, 11:00 AM
[  ]
Wayne Enterprises
Doc Build
Google Calendar icon
Stark Industries | Coda - Training
Stark Industries | Coda - Training
Thu, Jun 17, 11:00 AM
6/17/2021, 12:00 PM
[  ]
Stark Industries
Training
Google Calendar icon
Acme Corp | Coda - Doc Optimization
Acme Corp | Coda - Doc Optimization
Mon, Jun 21, 10:00 AM
6/21/2021, 11:00 AM
[  ]
Acme Corp
Doc Optimization
Google Calendar icon
Wayne Enterprises | Coda - Check In
Wayne Enterprises | Coda - Check In
Thu, Jun 24, 11:00 AM
6/24/2021, 11:30 AM
[  ]
Wayne Enterprises
Check In
Google Calendar icon
Stark Industries | Coda - Training
Stark Industries | Coda - Training
Thu, Jun 24, 12:00 PM
6/24/2021, 1:00 PM
[  ]
Stark Industries
Training
Google Calendar icon
Stark Industries | Coda - Check In
Stark Industries | Coda - Check In
Fri, Jun 25, 11:00 AM
6/25/2021, 11:30 AM
[  ]
Stark Industries
Check In
There are no rows in this table
⁠
Meeting Type
Type
Check In
Doc Build
Doc Optimization
Training
There are no rows in this table
⁠

Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.