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Building step-by-step
Step 1: Create your table - include whatever columns you want in your task tracker. Leave this table blank and on its own page.
👀 Commonly seen: Task, Status, Assignee, Due Date
Step 2: On a new page, create your table. Your columns here should match the all tasks table. In this table, fill in the recurring tasks that you want to automatically populate in the tasks table.
Step 3: For an easy set up, create a view of your tasks table and use filters to show users the tasks they need to see.
Step 4: Add a button that when pushed adds the events. The button is telling Coda to use the events template and add all the rows from that table, to the main task table.
Step 5 (optional): Add a check box and disable your button so once you have added all your tasks, you do not accidentally do it again 😎
RunActions([Tasks template].ForEach(
AddRow(
[All tasks],
[All tasks].Tasks, CurrentValue.Tasks,
[All tasks].Status, CurrentValue.Status,
[All tasks].Assignee, CurrentValue.Assignee,
[All tasks].Projects, thisRow
)
),
ModifyRows(thisRow, thisRow.[Tasks Added?], true)
)
On the left, you will see the formula we are using in to add your templated tasks to the main tasks table.
In this set up, the button is in the Projects table but it does not have to be in a table! You could put this button anywhere in your doc.
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Relation columns
On your Tasks table, add a relation column type and select the relation back to the Projects table so you end up with a Projects column in your Task table.
Coda should prompt you to then link this relation and add a Tasks column to the Projects table. If you miss this, just go to the Projects table and select relation column type, then linked relation and choose the Tasks table.
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This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.