John's Guide to Coda
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Templates from our Makers
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Function
Use-case
Company
Maker Profile
Maker Role
Doc Name
Description
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Product
4
Product Roadmap
Intercom
Program Manager
R&D Hub
Keep R&D, Sales, and Marketing on the same page with a product roadmap.
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Project Planning
Uber
Product Manager
App Redesign Project
Plan, coordinate, and execute a product development project. Teams, Milestones, Features.
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Scrum Development
BCG Digital Ventures
Product Manager
Scrum Doc
Working with ventures and their workstreams.
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Product Roadmap
Flatiron School
Product Manager
Robot PM
Easily keep track of everyone's responsibilities with this "robot" product manager template. Send automated reminders about overdue tasks.
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Content / Marketing
1
Editorial Planning
Cheddar
Operations Lead
Article writing
Content writing flow for multi-media articles.
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Sales
2
Sales forecasting
IntentHQ
CEO
Sales forecasting
Track upcoming sales and report to the team.
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CRM
Fullstory
Customer Success Manager
Proactive Customer Care
A doc to track customer feedback for Customer Success teams.
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Recruiting
1
Recruiting management
Doordash
Recruiting Manager
Candidate Scheduling
An auto scheduler for recruiting coordinators
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Management
6
OKRs
Spotify
Director of Product
Squad Goals
OKR tracking for feature development.
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Meeting Notes
Unacast
VP of Engineering
Management Team Meeting
Agendas and minutes.
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OKRs
Kleiner Perkins
Managing Partner
Measure What Matters
Helps you and your team get started with OKRs (Objectives and Key Results) based on the book Measure What Matters by John Doerr.
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Meeting Management
Flatiron School
Product Lead
Team Pulse Check
Managing personal well-being across the team with weekly check-ins. Remind team members to fill out their pulse checks with Slack and Gmail reminders.
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New Hire Onboarding
Loom
Product Evangelist
New hire onboarding
Onboards new hires to their remote team
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Career Management and 1:!s
Square
Design Lead
ECOM Design Career Development Hub
A doc to help employees navigate their career development.
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Project Management
2
Project Planning
Zapier
Program Manaager
Market Research
A project to find product-market fit and launch new features.
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To-do lists
Huge Inc.
Program Director
Work Zen
Person To dos and note taking.
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Engineering
2
OKRs
Tempus
Strategic Operations Manager
Real-time OKRs + Jira tracker
Create alignment across your team: high-level goals to granular work items, business to engineering, Coda to Jira.
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Product Roadmap
Rent the Runway
Product Manager
Mobile App Development
This mobile app development template provides transparency to all stakeholders about the mobile release process, and to facilitate communication and collaboration across teams.
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Research
1
User Feedback tracking
AWAL
Product Designer
User Feedback
A user feedback tracking doc for a small company
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Just for Fun
1
Ping your colleagues on their birthday
Coda
Product Evangelist
Birthday Bot
A doc that automatically sends a Slack message on the hour, every hour, for your colleagues' birthday.
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