Project Briefs Roll-Up

Casey Roberts

We talk about templates a lot here at Coda. There is power in

creating a custom template⁠

for your company to use so that folks don’t have to re-invent the wheel each time they want to do a common task. Templates also provide for a level of consistency. For example, if you need certain information included in every Project Brief, you can create a template that encourages the team to fill in that information.

One challenge that many of my customers run into when using custom templates for project briefs is that each time a template is used, it create’s its own, unconnected doc or page. There is no mechanism in place to roll up all briefs into a single overview.

This doc will walk you how to create a central table for all of your project briefs, and how to have information from your briefs roll up to the table.

What’s included in this doc:

The

All Projects⁠

page provides a live example of where you can click a button to create a new brief, and have the information from those briefs roll back to the main table.

The