Skip to content
Share
Explore
Onboarding Checklist
The following checklist provides the necessary steps to onboard into your collaborative workspace environment.
Welcome 👋
Onboarding Checklist
Add Title Here
Task
Completed
Notes
Account & Workspace Set-Up
Customize your profile to reflect your role and preferences - select the pro plan in order to become a doc creator
Open
Copy the into your new Coda workspace under Docs, and then turn that copy into a template, which will then automatically be saved in your Coda templates section called “manage templates”.
Open
Create a new doc and then insert workspace template into new doc created. Once template appears in workspace go ahead and publish the doc.
Open
Workspace Navigation
Familiarize yourself with the layout and navigation of your digital workspace to understand how you will be organizing your information.
Open
Learn how to invite and offboard members to the workspace, as well as create groups and workspace permissions as you collaborate in real time.
Open
Sync shared calendar and embed online meeting room for efficient time management and explore scheduling tools to coordinate collaborative work events seamlessly within the workspace.
Open
Workspace Management
Begin compiling and transferring necessary information into your workspace once familiarized with the document management features.
Open
Explore the document management features, including our cross table/doc collaboration capabilities. Learn how to upload, organize, and collaborate on documents with your team. .
Open
Project Management
Build out your team directory and organizational departments, as well as add to your Resources Library so your collective can foster effective collaboration within and across workspaces with key contacts and access to your most important multimedia links.
Open
Learn how to organize your meetings with the Living Agenda standard meeting practices and layout where you can create, prioritize, and track initiatives to keep projects on schedule and everyone involved in-sync and up to date.
Open
Embed your collectives online collaborative whiteboard enabling your collective to collaborative visually in real time.
Open
Explore how to use task management tools such as where to record your quarterly goals, OKR’s, projects, task assignments, milestones, and bounty boards - ensuring accountability, effective monitoring of progress, and continuous advancement towards achieving our goals.
Open
Clarify and further document your goals, objectives, key results, budget plan, projects, and development timelines to support you in achieving your intended and projected outcomes.
Open
Tailor your specific goals with budget planning strategies to establish the scope of your master budget and project budgets. A budget calculator and financial planning templates are provided for you to get started.
Open
Set up your Admin where you will be able to efficiently oversee user access, permissions, and other administrative configurations.
Open
Workspace Handbook
Outline procedures and identify roles, accountabilities, best practices, and expectations for collaborating members.
Open
Provide the workspace with communications protocols & a governance structure that includes documentation of your collaborative development processes, policies, culture, and operational guidelines.
Open
Training & Support
Reach out to our support team for assistance as needed through our dedicated communications channel
Open
Take advantage of our DYI resources and support channels to enhance your proficiency with the platform through the access of our tutorials, FAQs, & Libraries that entail guides, protocols, templates.
Open
Peer Review & Community Engagement
Fill out questionnaires to provide important feedback on prototypes in support of further developing out the software applications.
Open
Engage with our project development initiatives through our dedicated bounty board.
Open
Help us grow our community and amplify the awareness around what we are building by inviting others who are inspired to help us further out the tech.
Open
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.