As a project manager, I need to organize my level of data linked to a project.
I wanted to share the way I organize my own projects, that I created within 4 level
❗ This is my own organization that I'd like to share. For sure there are planty of other one, but I think this is a good compromise between reasonnable depth and good details
Here are the 4 levels used in my own organization
Projects
At this stage, we are talking about major Project. For our example, we could take two main projects, given a global point of view. They will have, keypoint and tasks linked to them.
🏠 Project A : Build my House
🌐 Project B : Create a coda blog
Keypoints
For each project, I define a bunch of Keypoints. Those are not tasks, but main subjects related to my project, that will have tasks related to. In our example, it can be :
Project A : Planning, Contractor, Drawings, Supplies, etc...
Project B : Idea, contact & partnershipt, content writing, etc...
Tasks
As mentionned, we may have several Tasks in project, that all need to be related to a keypoint.
For example : Project A > Keypoint Contractor > Task1 : Hire civil work company, Task2 : Say thank you to electric worker that saved my house from burning
Checklist
Finally, at this very ending stage, a task may involve several Subtasks to be completed. For this, I use I would thank
, one the greatest coda champion ! I use canvas column to create a subchecklist, and to track it, in order to know at which point a task is ready to be completed. Thanks Paul for help to get informations about checklist inside canvas
There are no rows in this table
Summarizing with chart
Database Definition
And the magic ✨ of Coda appears !
Filter Tasks with project :
Build my House
Create a Coda Blog
Blank
Keypoint
Task
Checklist
%SubTask
Status
Keypoint
Task
Checklist
%SubTask
Status
Please feel free to reach me out for any questions and details !