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Managing a Book of Business in Coda
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Tasks

Don't miss a follow-up. Use a Tasks table to keep track of all outstanding to dos.
Tasks with Due Dates
3
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Task
Client
Due Date
Status
Notes
1
Build a proof of concept for Acme Corp Refund team
Acme Corp
6/22/2021
In Progress
Build Doc
Get sign-off from Katy
2
Optimization suggestions for Bat Signal intake form
Wayne Enterprises
6/24/2021
Not Started
3
Schedule demo for new Executive Stakeholder
Acme Corp
6/24/2021
Waiting On
Waiting On: Email sent, waiting for reply. Follow up on 6/24
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Tasks without Due Dates
3
Search
Client
Task
Status
Notes
Stark Industries
1
Follow up with training recording
Waiting On
Waiting On: Recording to process

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