My company is migrating from Basecamp to Coda. Overall it’s been a smooth changeover, but we’ve been missing one critical Basecamp function: the daily check-in.
We wanted a simple way for folks to:
take a minute to reflect on what they accomplished yesterday
set their goals for today
alert the team if they need anything
...and see what everyone else is up to
How it works
Team members visit every morning and press
Create a new update
to begin. The doc will use their most recent previous update to populate the
field, but all the fields are editable.
button sends the update to the archive. Made a mistake? Tap
to make changes and
again to record them.
Team members can opt in to get a Slack reminder every weekday at 10 a.m. if they haven’t completed that day’s update.
Behind the scenes
The first key table is
Users will only see their own rows in this table, preventing conflict if multiple people are using the doc simultaneously. The
button adds the user’s information from this table to
, the base table that lives on the hidden
page. Every row in
is wiped automatically at 1 a.m. daily so that everyone can start fresh in the morning.
are views of
. If Coda allowed it, I would set
to be read-only to prevent people from editing other people’s stuff. Cross-doc can solve this security flaw, but it makes the doc less responsive as users won’t see their newly added updates unless they manually sync — and even then, syncing sometimes takes a while before the new stuff shows up. So we’re going with trust until table-level permissions become a thing (and how I will bless that day!).
Subscribing to notifications uses the Slack Pack and the
table on the hidden
page. Each row has a hidden
button that sends a Slack reminder to fill out today’s update. The button is disabled if the person has submitted a update that day or has not opted in to reminders. An automated rule pushes every active button on weekdays at 10 a.m. I’ve set the automated rule and the Slack Pack so that the notifications appear to come from me.