Onboarding Overview

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

Broken link⁠

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

To create a solid foundation for your Coda doc, start by centralizing all your relevant content in one place. Gather information from various sources and organize it into different sections within your document. This will allow you to tell a comprehensive, cohesive story. (Coda's drag-and-drop functionality makes it easy to pull your existing writing into the platform.)

Once you've collected your content, begin connecting ideas using Coda's linking and embedding features. Many knowledge hubs initially start as a collection of links from tools you’re already using. With Coda, you can seamlessly integrate this information, pulling it directly into your document to avoid the hassle of constantly switching between tabs and apps.

💡 Pro tip: Use sections and pages to make your content easier to navigate, helping your team stay organized and focused.

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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 (

CtrlP

) instead.