Create a product roadmap like a pro

Explore

Create a product roadmap like a pro

Product Roadmap

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

John Scrugham

FIgma

Project Management

⁠

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

App design - iOS

Mobile App

Pending

5/17/2022

Large

5/2/2022

Engineering

Connect with SSO Provider

Two-Factor Authentication

In Progress

5/27/2022

Small

5/16/2022

Engineering

Create launch promotion plan

Billing Integration

Completed

6/2/2022

X-Large

5/23/2022

Engineering

Update Pricing Page

Two-Factor Authentication

Pending

5/19/2022

Large

5/9/2022

Engineering

No results from filter

⁠

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!

⁠

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.⁠

⁠

More info on setting this up for your team!

⁠

This link can't be embedded.⁠

⁠

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:

⁠

Gallery

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

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.