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Professional Services Client Hub Template
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Professional Services Client Hub Template
Professional Services Client Hub Template
Proposal
Solutions Hub
Welcome
Squad
Taskboard
Meetings & Notes
Most Recent Meeting
Links
Requirements
Users
Workflows
Schema
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
Admin
[Checklist for Doc Setup]
[Checklist for Doc Setup]
A
dd Client Name to
All Company
under row 1. This is used on other pages.
Possibly delete
Coda Education
for Enterprise clients (they already have this page through their CSM)
Enter Key stakeholders on
Squad
Copy Solutions Proposal to
Broken link
Update
Broken link
(pulling from your solutions proposal)
Cross-doc Client project tasks to
Broken link
Gallery
Share
Want to print your doc?
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.
[Checklist for Doc Setup]