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Onboarding Checklist
The following checklist provides the necessary steps to onboard into your collaborative workspace environment.
Welcome 👋
Onboarding Checklist
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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
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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”.
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Create a new doc and then insert workspace template into new doc created. Once template appears in workspace go ahead and publish the doc.
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Workspace Navigation
Familiarize yourself with the layout and navigation of your digital workspace to understand how you will be organizing your information.
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Learn how to invite and offboard members to the workspace, as well as create groups and workspace permissions as you collaborate in real time.
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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.
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Workspace Management
Begin compiling and transferring necessary information into your workspace once familiarized with the document management features.
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Explore the document management features, including our cross table/doc collaboration capabilities. Learn how to upload, organize, and collaborate on documents with your team. .
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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.
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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.
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Embed your collectives online collaborative whiteboard enabling your collective to collaborative visually in real time.
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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.
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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.
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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.
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Set up your Admin where you will be able to efficiently oversee user access, permissions, and other administrative configurations.
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Workspace Handbook
Outline procedures and identify roles, accountabilities, best practices, and expectations for collaborating members.
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Provide the workspace with communications protocols & a governance structure that includes documentation of your collaborative development processes, policies, culture, and operational guidelines.
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Training & Support
Reach out to our support team for assistance as needed through our dedicated communications channel
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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.
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Peer Review & Community Engagement
Fill out questionnaires to provide important feedback on prototypes in support of further developing out the software applications.
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Engage with our project development initiatives through our dedicated bounty board.
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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.
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This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
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) instead.