Explore

Meeting Hub

All client and external interactions

This Week’s Touchpoints

Calendar view of all interactions this week (meetings, emails, calls, presentations).

⁠

Upcoming Meetings

Meetings scheduled for today and forward. To create a filtered view, configure the Touchpoints 2 table with: Filter = Type = "Meeting" AND Date >= Today(), Sort = Date ascending.

⁠

Follow-Up Queue

Meetings and interactions where follow-up emails or actions are pending. Filter: Follow-Up Sent = false.

⁠

Recent Interactions (Last 30 Days)

Timeline of all client and external touchpoints. Filter: Date >= Today() - 30, Sort = Date descending.

⁠

To complete this page: Manually add the Touchpoints 2 table to each section above and configure the views with the specified filters. The Coda API does not support programmatic view creation — views must be created in the UI by:

Type /table and select Touchpoints 2 (grid-v06Ce34rE0)

Click the view dropdown and create a new view

Configure the filter formula (e.g., Type = "Meeting" AND Date >= Today())

Set the layout (card, calendar, or timeline)

Hide/show columns as needed

Refer to the dashboard design doc at /workspace/portfolio/ventures/best-viable-erp/coda-dashboard-redesign-2026-02-06.md for detailed view specifications.

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.