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Create a product roadmap like a pro
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Create a product roadmap like a pro
Product Roadmap

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Team Page

Adapt to your team’s needs by creating a Team Page. Coda makes it easy to cut through the noise of one database and pull only the relevant information front and center by using customized views.

Team Members

Here we have a filtered view of the
People
⁠
table. Hover over the cards below and click Filter (on the top right-hand side) to see how we’ve created a custom view to show only the members of the Engineering team.

Click on each card to learn more about each team member including which tasks they’re assigned, and their workload.
Eliot Snow
Front End
Project Management
Joel Davis
Front End
Back End
UX
John Scrugham
FIgma
Project Management
UX
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Team Tasks

We’ve created a filtered view of the
Tasks
⁠
table here to only show tasks assigned to the Engineering team. Hover over the table and click Filter (on the top right-hand side) to see how we’ve accomplished this using a simple formula.
Task name
Feature
Lead
Status
Due date
Done?
Effort
Start Date
Team
1
App design - iOS
Mobile App
Eliot Snow
Pending
5/17/2022
​
Large
5/2/2022
Engineering
2
Connect with SSO Provider
Two-Factor Authentication
John Scrugham
In Progress
5/27/2022
​
Small
5/16/2022
Engineering
3
Create launch promotion plan
Billing Integration
Joel Davis
Completed
6/6/2022
​
X-Large
5/27/2022
Engineering
4
Update Pricing Page
Two-Factor Authentication
Joel Davis
Pending
5/19/2022
​
Large
5/9/2022
Engineering
No results from filter
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Team Capacity

This view of the
People
⁠
table is filtered to only display members of the Engineering team. And we’re displaying the effort column from that people column as a chart. Hover over the chart and click Display to see how we’ve accomplished this!
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Next:

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Dashboard: Everyone's Workload
Easily keep track of which team members are at capacity, and which team members are ready to take on more work with this Workload Dashboard.
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More info on setting this up for your team!

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Head over to the
All Teams
⁠
page and enter all team information before creating filtered views on this page. The Teams page will hold all of your team data.
Create a
filtered view
⁠
view for each team. In this
Team Page
⁠
example, we’ve created views of the
Teams
⁠
table,
All Tasks
⁠
table, and
People
⁠
tables filtered to only show the data relevant to the Engineering team.
Use this page as a template-within-a-template to create multiple team pages with the same views, but filtered for each specific team!
Here’s how to do this:
Hover over the title of the page in the left-hand side menu, click on the shish-kabob menu icon (three dots), and then click Duplicate
Adjust the filters on your new pages for each team. Now your Engineering team, Design team, and any other team you work with can have their own specific team hubs within this doc.

Once you’ve set your team roadmaps up, take things further with Cross-doc ↓

Set up Cross-Doc!

When building out a product roadmap in Coda, you might find you want to pull information from one central doc into another team-specific doc. Enter Cross-doc!
Cross-doc allows you to pull in tables from other Coda docs so that you can annotate, review, or reference them. Learn how to set this up for your team:
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Share team views with Cross-doc
Here at Coda, we love to use cross-doc for pulling a team roadmap into multiple project trackers. Learn how to take your product roadmap further with cross-doc.
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