Coda Prep Doc

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Coda Prep Doc

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Coda essentials

If you're just getting started with Coda, we’ve created a video series just for you—Coda Essentials. We'll explore the core building blocks of Coda and how they fit together. Each video lesson teaches a new concept and corresponds to a set of instructions on the

Exercises⁠

page.

Lesson 1: Pages

Pages are portions of a doc dedicated to specific information—think of them like tabs in a spreadsheet.

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Lesson 2: Text

Let’s talk about text. Because Coda's a doc, after all.

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Lesson 3: Tables

Tables power the magic inside your Coda docs and help you organize data. Coda tables talk to each other, so everyone can filter out noise and work in their preferred way—with their own view.

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Lesson 4: Drag-and-drop templates

An introduction to drag-and-drop templates, popular compositions of building blocks available right inside your doc. Remember, there's no need to start from scratch.

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Lesson 5: Column format

Column formats are the various ways you can support data in a table column, including text, number, select list, and checkbox.

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Lesson 6: Conditional format

Conditional formatting is the text and color styling added to table cells via rules.

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Lesson 7: Filters & views

Filtering removes extraneous data, leaving only the part of your tables you want to work with.

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Lesson 8: Grouping

Grouping organizes table data by bundling common values within a particular column.

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Lesson 9: Buttons & controls

A button is a building block that takes action. It can open a hyperlink, add or modify a row, and even copy a doc. Controls—like buttons, select lists, and sliders—make interacting with your doc fun and intuitive for your team.

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Lesson 10: Lookups

All Coda tables talk to each other through views or lookups. With lookups, you connect columns across multiple tables via a lookup column or lookup formula.

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Lesson 11: Layouts

Layouts let you see tables in different ways.

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Lesson 12: Comments

Comments are an easy way to have conversations about what is happening in your Coda doc.

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Lesson 13: Formula basics

Formulas connect building blocks together, filter, reference, tell time, and do math. If you know Excel or SQL, the syntax and vocabulary will be intuitive. If you don’t, try go/formulas.

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Lesson 14: Packs

Packs connect your Coda doc to the apps you use everyday — the tools you and your team communicate, code, and design in.

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Lesson 15: Automations

Automation is a building block made of triggers and actions. They let you put all those small yet critical tasks on auto-pilot—like emailing the week’s tasks every Monday morning, or handing off assignments when a bug is filed.

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Lesson 16: CrossDoc

CrossDoc is a way to sync tables or subsets of tables from one doc to another.

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Lesson 17: / Command

The slash command saves you time and keeps you in the flow when making.

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Lesson 18: Publishing

Publishing lets you share your docs with the world.

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Lesson 19: Keyboard shortcuts

Stay efficient with keyboard shortcuts, from text styling to checkboxes. Here’s the full list and where to find them.

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Lesson 20: Workspaces

Organize, access, and share docs in your organization’s workspace.

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Coda essentials

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80 mins

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Subscribe to the Coda webinar channel at

crowdcast.io/coda-hq

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Relevant reading

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Exercises

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1 hr 22 mins

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