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Coda Tutorial for Planning & OKRs
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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
Working Code
Activity Detail
Date Controls
Goals
Untitled
Gear
Databases
DB Sync Activities
DB Achievements
DB Activities
DB Months
DB Types
Untitled
Controls for Months
Example Document
My Achievements
My Swims
My Runs
My Rides
Year Breakdown
Privacy Policy
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
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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.
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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.
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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.
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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.
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Coda’s Quarter+1 OKR Template
Quarterly Plus OKRs
A simple guide for aligning team OKRs with the company's biggest bets.
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Simple templates and ideas from Coda’s Solution Architects.
Simple OKRs
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OKR with Epics
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Org Wide OKRs
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OKR Template
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Coda’s Resource Hub.
Coda Formulas 101 Course
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Team hub Guide
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Coda 301 Course
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Automation Guide
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Useful help center articles.
Feature
Section first used
i
Help center article
Feature
Section first used
i
Help center article
✨
Coda AI
✨
2.5 Reflection
Help center article
Add row button
2.2 Bottom-up planning
Help center article
Callouts
2.2 Bottom-up planning
Help center article
Canvas columns
2.1 Top-down guidance
Help center article
Charts
2.3 Integration
Help center article
Coda automations
4.1 Continuous status updates
Help center article
Coda Slack Pack
4.1 Continuous status updates
Help center article
Cross-doc
4.3 Integrate OKR and dashboards into your team hub
Help center article
Detail view
2.4 Final presentation
Help center article
Embeds
2.4 Final presentation
Help center article
Locking
3.1 Locking down a doc
Help center article
Pages
2.1 Top-down guidance
Help center article
Reactions
2.1 Top-down guidance
Help center article
Relations
1.1 Creating the basic OKR doc
Help center article
Row layouts
2.5 Reflection
Help center article
Sharing
3.2 Sharing with your company
Help center article
Subtables
2.5 Reflection
Help center article
Table filter
1.3 Creating custom views of your OKRs
Help center article
Tables
1.1 Creating the basic OKR doc
Help center article
Templates
2.3 Integration
Help center article
Two-way sync
4.3 Integrate OKR and dashboards into your team hub
Help center article
Version history
3.1 Locking down a doc
Help center article
Views
1.2 Adding org structure to the doc
Help center article
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