Mike_Ray posted a great tutorial on the Coda community, be sure to check it out
. In it, Mike_Ray described how to set not just one Canvas Template (as outlined here ), but rather multiple Canvas Templates. Mike_Ray used the real-world example of different departments requiring different Meeting Notes Templates.
I have thus build upon Mike_Ray’s contribution and incorporated his approach into this doc.

Please note that each template references to the “All Tasks” table. In the Meeting notes for any particular meeting, these tasks will then be filtered by Department. The views, however, remain connected, in order to ensure that all changes captured during the meeting will show up in the Master Tasks table.
Enjoy!

Create new Meeting
Name
Project Name
Department
New Meeting Button
Status Review Meeting
Add Marketing Meeting
Cash Flow Meeting
Add Finance Meeting
Year-End Planning Meeting
Add Operations Meeting
There are no rows in this table
Auto-Populated Overview of Meetings
Name
Basis for Meeting Notes
Projects
Department
Date
Meeting Created By
Cash Flow Meeting
Open
Status Review Meeting
Open
Year-End Planning Meeting
Open
Test
Open
Year-End Planning Meeting
Open
1/4/2023
Nina Kastenauer
Status Review Meeting
Open
1/4/2023
Nina Kastenauer
Year-End Planning Meeting
Open
1/4/2023
Nina Kastenauer
Cash Flow Meeting
Open
1/4/2023
Nina Kastenauer
There are no rows in this table
Departments
Department Name
Marketing
Finance
Operations
There are no rows in this table

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