John's Guide to Coda
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John's Guide to Coda

Getting Started

No more ping-ponging between documents, spreadsheets, and workflow apps to get things done. Coda brings all of your words and data into one flexible surface.
Our
Welcome to Coda template
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is a great place to start to learn the fundamentals of Coda.
That doc
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includes:
Mixing tables and text together
Viewing your data in different ways
Changing the layout of your data (i.e. charts, kanban boards, and calendar views)
Making your doc interactive with buttons

We've also pulled in the highlights from the Welcome doc into this section below 👇
Coda's Building Blocks
Coda begins with a blinking cursor and grows as big as your team’s ambition. Check out a quick product tour below:
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This link can't be embedded.
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Sections & Folders
Sections and folders let you organize your doc so it's easy to find the information you need. You can think of these as combining tabs in a spreadsheet or bringing together multiple docs into one doc.
Learn more
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.
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Tables
Tables in Coda function more like databases than spreadsheets. While Coda tables behave more like databases, users can view and manipulate their data with ease like in a spreadsheet. They can help you track tasks, clients, features, or whatever else you need to manage.
Learn more
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.
Search
Check
Title
People
Date
Select List
Number
1
Tree
JS
John Scrugham
12/27/2019
Alpha
30
2
River
JS
John Scrugham
1/7/2020
Beta
20
3
Mountain
Elly Chao
1/23/2020
Gamma
50
There are no rows in this table
100
Sum
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Views
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Tables
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are a powerful way to add structure to your ideas. But what if you want to visualize the information differently? With Coda, you can slice, dice, and chop your data however you'd like using Views. A View is a mirror of your data that can be tailored to your unique needs, all while staying connected to the source - so say goodbye to copy-paste and creating stale copies!
Learn more
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.
The following example is a View of the table above filtered by the Person column.
Change the Person's name and see what happens to this view 👉 :
Elly Chao
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⁠
Search
Check
Title
People
Date
Select List
Number
1
Mountain
Elly Chao
1/23/2020
Gamma
50
No results from filter
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Charts and Layouts
Charts are one of the many layout options that you have in Coda, and they allow you create visualizations of the data you're tracking in your
tables
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and
views
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. Below, you'll find Views of the Table above displayed as a Bar Chart, Kanban Board, and Gantt Chart.
Learn More
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.
When you move the items on the Kanban view or drag the bars on the Gantt chart, the info in the Table will automatically update as well. Test this out with the tables below!
Graph View
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Kanban View
4
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Gantt Chart View
4
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Packs
Packs are our version of integrations or plug-ins. They connect your doc to the apps you use every day, so you can pull live data in or push updates out automatically. For example, you can send automated updates and reminders from your doc using our Slack Pack or send email summaries from Coda using our Gmail Pack.
Learn More
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