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Professional Services Client Hub Template
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Gallery
Professional Services Client Hub Template
Professional Services Client Hub Template
Professional Services Client Hub Template
Proposal
Solutions Hub
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Users
Workflows
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Feature Request
Coda Education
Meet Coda
Building Blocks Demo
Getting Started in Coda
Creating a Folder
Creating a Doc
Sharing Content
Doc Sharing Settings
Admin
[Checklist for Doc Setup]
Variables
Controls
Base Tables
All Tasks
Task Selects
All Meetings
All Meeting Types
All Milestones
All Milestone Stages
All Personas
All Company
All Workflow Types
All Retro Reflections
Job Stories
Coda Education
Building Blocks Demo
The core features and functions of Coda
Each of the headings below can be expanded by clicking the
►
symbol
A doc
A familiar start
Blinking cursor on a blank page. Coda is
a doc.
All the expectations of a modern doc: real-time collaborative, 👋 emojis, comments, sharing.
Checklists that can be marked complete
🧚♀️
All-in-one place
Organize your space with Pages and foldable content.
@mentioning anything. People (
@
John Scrugham
) , Pages (
Meet Coda
), Things (
@
Projects
).
A table
Flexible like a spreadsheet, organized like a database
Table Status
Table Status
Tracking
People
Status
Days Estimate
Start Date
Due Date
Scale
Tracking
People
Status
Days Estimate
Start Date
Due Date
Scale
1
Projects
⛰️ Active
00
28
5/10/2020
12/23/19
2
Product Launches
AP
⛰️ Active
00
30
5/10/2020
10/30/19
3
Inventory
⛰️ Active
00
26
5/10/2020
1/16/20
4
Tasks
🚀 Launched
00
32
5/10/2020
9/24/19
5
Project 🦄 Unicorn
⛰️ Active
00
31
5/10/2020
12/23/19
6
Example
AZ
👋 Pending
00
45
1/26/2021
1/27/21
There are no rows in this table
So every team can focus on their part
Tracking
People
Status
Days Estimate
Due Date
Scale
Tracking
People
Status
Days Estimate
Due Date
Scale
1
Projects
⛰️ Active
00
28
12/23/19
2
Product Launches
AP
⛰️ Active
00
30
10/30/19
3
Inventory
⛰️ Active
00
26
1/16/20
4
Project 🦄 Unicorn
⛰️ Active
00
31
12/23/19
No results from filter
With the perfect view for every person
Your Trello-loving designer and Gantt-head PM can work off the same data, in their own preferred way
👋 Pending
1
⛰️ Active
4
🚀 Launched
1
Pending
0
In Progress
0
Completed
0
On Hold
0
👋 Pending
1
⛰️ Active
4
🚀 Launched
1
Pending
0
In Progress
0
Completed
0
On Hold
0
Example
AZ
Product Launches
AP
Projects
Project 🦄 Unicorn
Inventory
Tasks
Tasks
Product Launches
Projects
Project 🦄 Unicorn
Inventory
Example
Apr 2024
1
2
3
4
5
6
7
8
9
10
11
12
13
14
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19
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21
22
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26
27
28
29
30
May 2024
1
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12
13
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19
20
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31
Jun 2024
1
2
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Jul 2024
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Aug 2024
1
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31
Sep 2024
1
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Oct 2024
1
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31
Nov 2024
1
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20
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27
28
29
30
Dec 2024
1
2
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16
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26
27
28
29
30
31
Month
Today
Fit
And for the executive
Number of items in the table:
6
Pending
@
Example
An app
Interactive and engaging with buttons
Add Topic
Discussed
Idea /Question
Conversation
Author
Vote
Upvotes
Upvoters
Discussed
Idea /Question
Conversation
Author
Vote
Upvotes
Upvoters
1
What does Coda mean?
This wikipedia article looks promising:
https://en.wikipedia.org/wiki/Coda_(music)
-
@
John Scrugham
👍
6
6
2
We’re planning our first remote offsite. How should we do this?
AP
👍
2
2
3
👍
1
1
4
Why do documents and spreadsheets still run the world?
👍
0
0
There are no rows in this table
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