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Coda Onboarding Checklist

Welcome 👋

Welcome to Coda, your all-in-one solution for document creation, collaboration, and data management. Coda Docs opens up a world of possibilities for collaborative work and dynamic document creation. This guide will walk you through the essential steps to harness the full power of Coda for your organization and projects. From creating your writing canvas to organizing and visualizing your data, each step is designed to help you maximize efficiency and productivity.

Encouraging Team Collaboration With a Living Doc

In today's dynamic work environment, fostering collaboration and adaptability is paramount to operating efficiently. Transitioning from project management platforms, living documents represents a fundamental shift from rigid project structures to dynamic and evolving workflows, enabling teams to work more effectively towards goals. With Coda, teams can create living documents that evolve over time, enabling seamless contribution, iteration, and growth.
Additionally, living documents promote agility by allowing teams to adapt and iterate on their work continuously, responding swiftly to changes in project requirements or external factors. With living documents, the focus shifts from rigid project structures to dynamic and evolving workflows, enabling teams to work more flexibly and effectively towards their goals.

Knowledge Hub

Knowledge hubs are dedicated to fostering knowledge sharing within peer groups. Knowledge hub docs themselves welcome and onboard members efficiently and support in maintaining alignment across coordinated efforts, a digital environment where a shared understanding and ongoing learning and be cultivated.
Our goal with this knowledge hub guide is to inspire you to build one and by giving you the
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to make it your own.

Tips to create useful knowledge hubs

What I’ve realized is that the best knowledge hubs are the single source of truth. They show us what we’re doing and why, how we’re doing and with whom, and when. They create a place to articulate, craft, and align knowledge, a process which is essential to a strong direction and company culture. Once I’ve collected everything into one Coda doc, the next part is funーbut also an essential part to others actually using your toolーmaking it engaging and useful. The goal is to create a doc that informs and inspires action.

Build a single source of truth

It is good practice to start by telling comprehensive stories with everything in one place. Pull together content from many places and put them in various
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within your doc. (A quick
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makes it easy to get all your various writing in to Coda). Then start connecting all the ideas together with
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Many knowledge hubs start as merely a collection of links, as you’re already using apps designed to communicate specific types of information, like resumes in Greenhouse and analytics in Mode. With Coda, you can use
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to bring in information and knowledge from other places—and save your team the hassle of jumping between tabs and systems.
💡 Try using
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to make the content more easily navigable.

Once you've completed the steps above, you'll have a well-structured and comprehensive Coda doc, but you can continue to enhance it based on your requirements. Consider adding Conditional Formats to tables to highlight important data, or incorporate Controls to interact with data in dynamic ways.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
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