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Step-by-step Guide to Canvas Cells with Auto-Filtering
Multiple Canvas Templates
How-to-guide, Step by Step to Canvas Cells with Auto-Filter
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Mike_Ray posted a great tutorial on the Coda community, be sure to check it out
here
⁠
. In it, Mike_Ray described how to set not just one Canvas Template (as outlined here
How-to-guide, Step by Step to Canvas Cells with Auto-Filter
⁠
), 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
0
Name
Project Name
Department
New Meeting Button
1
Status Review Meeting
Create Social Media Strategy
Marketing
Add Marketing Meeting
2
Cash Flow Meeting
Save the World
Finance
Add Finance Meeting
3
Year-End Planning Meeting
Smell the Roses
Operations
Add Operations Meeting
There are no rows in this table
⁠
Auto-Populated Overview of Meetings
0
Name
Basis for Meeting Notes
Projects
Department
Date
Meeting Created By
1
Cash Flow Meeting
Open
Save the World
Finance
​
​
2
Status Review Meeting
Open
Create Social Media Strategy
Marketing
​
​
3
Year-End Planning Meeting
Open
Smell the Roses
Operations
​
​
4
Test
Open
Smell the Roses
Finance
​
​
5
Year-End Planning Meeting
Open
Smell the Roses
Operations
1/4/2023
Nina Kastenauer
6
Status Review Meeting
Open
Create Social Media Strategy
Marketing
1/4/2023
Nina Kastenauer
7
Year-End Planning Meeting
Open
Smell the Roses
Operations
1/4/2023
Nina Kastenauer
8
Cash Flow Meeting
Open
Save the World
Finance
1/4/2023
Nina Kastenauer
There are no rows in this table
⁠
Departments
0
Department Name
1
Marketing
2
Finance
3
Operations
There are no rows in this table
⁠

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