Collect, Assign, Answer & Track

How to navigate and customize this doc for your team's needs.

Katy Turner

Welcome! As a frequent culprit of having too many tabs open, I am particularly fond of tools that allow me to accomplish an entire workstream without having to navigate elsewhere.

I built this doc to show how you can use Coda to combine multiple tasks and house them in one place. The doc is currently set up to show how external parties can submit a question or bug, and teams can assign, track, and answer each — without opening a new tab.

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Copy this doc

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and

Clear all example data

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You can copy this doc and easily repurpose for other needs such as:

Inbound sales

Job applications

Event sign-ups or coordination

General questions

Feel free to use part or all, and to customize the below elements for your team’s needs!

External Form

Can be embedded on another website, and does not require a Coda account for form submission

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External Form Here you can modify the form that's visible to external parties.⁠

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Ticket tracker

Collects all the form submissions (in real-time), and provides:

team views of open tickets

an easy way to to assign new tickets

individual team member views

a dashboard with team KPIs

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Tickets⁠

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Knowledge base

A repository where team members can go to find scripted answers to common questions

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Knowledge Base⁠

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