How to Use Coda
How to Use Coda

There are two functions of the

Coda.io⁠

platform.

Weekly check-ins

Tracking task progress

Tasks

For tracking tasks, you need to use the

Tasks⁠

document. This has all your current tasks with their deadlines. If your deadlines ever need to be changed, make sure to refer to

Guidelines⁠

and contact Foleso immediately.

The first thing you’ll see is a card view of all your tasks.

Card View

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Changing Status

You can change a tasks’ status by dragging a card and moving it from one column to another.

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Detailed View

If you want to add notes or more details to a card, you can do so by clicking it. This will open a full view of the task, where you can add sub-tasks and more. This is purely for your own reference, although I do recommend adding any research, notes, etc. to your tasks so that they can be referenced in an organized manner.

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Finally, there are two buttons on the top of the page.

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Changing Views

The Table View takes you to a Table View of your tasks. This is especially useful when on mobile, where you can’t drag and drop tasks.

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Adding Tasks

The Add New Task button takes you to a form where you can add a new task. This is useful if you want to add more detailed tasks than what is provided, or assign tasks to your team members.

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