Project Manager Section

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Guide

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Remember you may have to unlock your pages manually
Coda is not replacing Salesforce as a communication tool with OPS - it is a complement
Main purpose: Allow easier notes taking - avoid duplicating the information - better team communication

Step 1 - Type Project Number

2406

Step 2 - Refresh & Upload Data

Refresh all of SF Data + Task Tracker
Update CODA URL on SF Project

Step 3 - Rename your Coda Document

Change-Name2.gif

Step 4 - Create onsite schedule

Start Date:
09.10.2023
| End Date:
16.10.2023
Create Schedule

Step 5 - Do you have grouping or not?

From Salesforce it is
spatialized

Yes to grouping


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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.