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Trabajo de Gestión de Portafolios
5.5 Gestión del Abastecimiento y Demanda
7.10 Informes de valor de Portafolios
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Create Views to customize how you see the same information in different places of your Coda doc.
With Views, everyone can have it their way without worrying about making updates in multiple places. Views of your tables sync with the original table so everything stays up to date.

👇This is my core table

Even Better To Do List
7
Task
Status
Due Date
Assigned To
Confidence
Progress
1
Write blog post
Done
11/30/2018
Maria
000
80
2
Invite premiere customers to meetup
Done
1/4/2019
Maria
000
100
3
Send survey to 100 customers
In Progress
11/9/2018
Julian
000
46
4
Analyze survey results
In Progress
11/16/2018
Maria
000
43
5
Share recommendations and findings with executive team
In Progress
11/23/2018
Irvin
000
45
6
Gather 3 vendor bids for meetup
In Progress
12/21/2018
Veena
000
26
7
Get blog post approved
Not Started
12/1/2018
Julian
000
51
8
Publish blog post
Not Started
12/7/2018
Julian
000
38
There are no rows in this table
⁠

👇This is a view of that table. I've filtered down to just In Progress tasks and hidden a few columns.

Go ahead, make some changes below (try the sliders!) and see how it updates everywhere! 🔮


Filtered View - Just the In Progress Items
7
Task
Status
Assigned To
Progress
1
Send survey to 100 customers
In Progress
Julian
000
46
2
Analyze survey results
In Progress
Maria
000
43
3
Share recommendations and findings with executive team
In Progress
Irvin
000
45
4
Gather 3 vendor bids for meetup
In Progress
Veena
000
26
No results from filter
⁠

👇Look! Another view. This time I've grouped a column.


Grouped View
7
Assigned To
Task
Status
Due Date
Confidence
Progress
Julian
Send survey to 100 customers
In Progress
11/9/2018
000
46
Get blog post approved
Not Started
12/1/2018
000
51
Publish blog post
Not Started
12/7/2018
000
38
Maria
Write blog post
Done
11/30/2018
000
80
Invite premiere customers to meetup
Done
1/4/2019
000
100
Analyze survey results
In Progress
11/16/2018
000
43
Irvin
Share recommendations and findings with executive team
In Progress
11/23/2018
000
45
Veena
Gather 3 vendor bids for meetup
In Progress
12/21/2018
000
26
⁠


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Set up conditional formatting rules to help you and your team quickly know what's going on.
Start by hovering over the table name and click
Image 2018-07-13 at 12.21.10 PM.png
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