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Coda Tutorial for Planning & OKRs
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Coda Tutorial for Planning & OKRs
Coda Tutorial for Planning & OKRs
Coda Tutorial for Planning & OKRs
1. Build a basic OKR doc
1.1 Creating the basic OKR doc
1.2 Adding org structure to the doc
1.3 Creating custom views of your OKRs
2. Support your planning process
2.1 Top-down guidance
2.2 Bottom-up planning
2.3 Integration
2.4 Final presentation
2.5 Reflection
3. Run the process
3.1 Locking down a doc
3.2 Sharing with your company
4. Drive execution
4.1 Continuous status updates
4.2 Create OKR dashboards
4.3 Integrate OKR and dashboards into your team hub
Best practices
Drive better decisions faster
Automate the OKR process
Creating views to debug your key results
Advanced features
Multi-quarter planning
Jira OKR scoring
Tracking dependencies
Common problems and how to fix them
Resources and templates
Want to learn more?
Resources and templates
Explore Coda's templates and thinking on OKR planning
OKR case studies and templates.
Pinterest Case Study
Pinterest’s Pyramid OKRs
How to avoid silos when setting goals at scale
coda.io
Spotify Case Study
Squad Goals Doc
See how your team can link company-wide OKRS to day-to-day work. Your company goals and your feature work - together at last.
coda.io
Aavia Case Study
How Aavia tackles ambitious OKRs so that you can befriend your hormones
The tea on the 6-week goal-setting ritual that keeps us fiercely focused.
coda.io
John Doerr Starter Kit
Measure What Matters OKR Starter Kit by John Doerr
Get started with OKRs (Objectives and Key Results) based on the book Measure What Matters by John Doerr.
coda.io
Skillshare’s OKRs
Staying connected—and strategically consistent—in a remote workplace: A look at Skillshare's operating cadence
The weekly, monthly, quarterly, and annual meeting cadence Skillshare uses to achieve alignment and business results.
coda.io
Coda’s Quarter+1 OKR Template
Quarterly Plus OKRs
A simple guide for aligning team OKRs with the company's biggest bets.
coda.io
Simple templates and ideas from Coda’s Solution Architects.
Simple OKRs
OKR tracker
Track your team's priorities and performance.
coda.io
OKR with Epics
OKRs with Epics
Setting objectives and key results can be an effective way to drive an organization forward towards your team's goals.
coda.io
Org Wide OKRs
Org-wide OKR tracker
Stay aligned and on-task across your org with this connected dashboard.
coda.io
OKR Template
Jira Issues + goals
See the status of Jira issues automatically reflected in your goals or OKRs.
coda.io
Coda’s Resource Hub.
Coda Formulas 101 Course
Welcome to Coda Formulas 101 - Formulas 101 | Courses
Get a comprehensive introduction to the Coda formula language to unlock the power of working with data in Coda. Learn how to use Coda formulas.
coda.io
Team hub Guide
How to build a team hub in Coda, single source of truth | Guides
Coda is your team's single source of truth - from meetings to decisions to roadmaps. Learn how to build a team hub to get your entire team on the same page.
coda.io
Coda 301 Course
Create docs as powerful as apps with the Coda 301 course.
In Coda 301, we explore how we can use building blocks to create workflows to power our business processes.
coda.io
Automation Guide
Automations in Coda, how automations work in Coda | Guides
With automations, you can do more than just manipulate how you see the information in a doc. Learn how to put repetitive tasks on autopilot in Coda.
coda.io
Useful help center articles.
Feature
Section first used
i
Help center article
Feature
Section first used
i
Help center article
1
✨
Coda AI
✨
2.5 Reflection
Help center article
2
Add row button
2.2 Bottom-up planning
Help center article
3
Callouts
2.2 Bottom-up planning
Help center article
4
Canvas columns
2.1 Top-down guidance
Help center article
5
Charts
2.3 Integration
Help center article
6
Coda automations
4.1 Continuous status updates
Help center article
7
Coda Slack Pack
4.1 Continuous status updates
Help center article
8
Cross-doc
4.3 Integrate OKR and dashboards into your team hub
Help center article
9
Detail view
2.4 Final presentation
Help center article
10
Embeds
2.4 Final presentation
Help center article
11
Locking
3.1 Locking down a doc
Help center article
12
Pages
2.1 Top-down guidance
Help center article
13
Reactions
2.1 Top-down guidance
Help center article
14
Relations
1.1 Creating the basic OKR doc
Help center article
15
Row layouts
2.5 Reflection
Help center article
16
Sharing
3.2 Sharing with your company
Help center article
17
Subtables
2.5 Reflection
Help center article
18
Table filter
1.3 Creating custom views of your OKRs
Help center article
19
Tables
1.1 Creating the basic OKR doc
Help center article
20
Templates
2.3 Integration
Help center article
21
Two-way sync
4.3 Integrate OKR and dashboards into your team hub
Help center article
22
Version history
3.1 Locking down a doc
Help center article
23
Views
1.2 Adding org structure to the doc
Help center article
There are no rows in this table
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