The Ultimate Coda Handbook for People & HR Teams

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The Ultimate Coda Handbook for People & HR Teams

The Ultimate Coda Handbook for People & HR Teams

Notes

Style Guide

Title

Template Audit

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https://staging.coda.io/d/Coda-4-0-Hub-go-4-0_dNT1Qi3mscr/Handbook-Template_suer7#_luIHA⁠

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Linking out options

Page

buttons - open to the first line.

Page reference text

cards

Templates

buttons - open to the first line.

cards

embeds - too clunky

Images

GIF

Screenshots

embeds

same uniform size

Page layout

centered

standard

no outline?

callouts

linebreaks

numbered lists?

Faces in docs?

personable or weird or too coda on coda

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What is best for the purpose of reading?

Captivating and easy to read

what person? first (i), second (you)

cover photos

color scheme

images

on theme

using Rachel Ding’s

https://coda.io/d/Coda-Headers-o-header_dpGRJpFD5t3/Doc-Headers_suNoQ#_lumve⁠

and

https://www.figma.com/file/fwZJc6CWiG1u6sXfIdcbKH/Header-Image-Toolkit-(Luxe)?type=design&node-id=299-12&mode=design&t=ER8ZJ7sTDVQfuOne-0⁠

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Content Layout

Attracting statement

Credibility

Problems

text

Solutions

text + image + link

Research

scannable text

Focus points are certain elements or objects within the layout that attract, or are supposed to attract, the user’s attention. This could be a header, a graphical element, a button, etc

Consistency

Density of Text

Emphasis of Important Elements

Organization of Information

Clean Graphical Implementation Every text body needs some sort of visual support, be it an image, icon, graph or illustration. Placing the graphic in the article can be challenging. Sufficient space is needed between the graphic and text.

Asked Harshita:

unclear whether buttons vs card vs text are better. We can test both

every template should have a gif so that the read know what they are getting themselves into.

use text formatting (bullet points, numbered list) to break up chunks of text

Liked how Emmeline’s

(V1) 5. Performance Management⁠

is looking with the screenshots

embeds are not intuitive. we should not use them

She was impressed with how quickly we got this together!!

Driver tasks:

tracking progess

templates

Champions not necessarily head of people

templates and pacing. keep in mind this is an asset for customers

importance of the landing page

Landing page: catch their attention of diversity narrative > section: explain the connection b/tw People team problem + Coda solutions > templates: deep dive

bones of sections:

3 problems/hot takes AND how Coda can address them per section?

content - are we saying what we want AND should be saying to convince others

reminder this is a customer asset

Guidance for our team?

who is our audience

head of people

champions researching all tool

format

how much do we show vs tell

other people docs

Updates to the team:

do not worry about screenshots. just write! refine your messaging. track down coda solutions to reference

Alice will take responsibility

Identify docs and doc needs to be built

Tips for screenshots

Sizing:

125% zoom size

less than 125% is hard to see

Sometimes 150% when appropriate

Resize browser to 1600x900

To create, go to ⚙️ (settings) > Presets > + (create a new preset) > Resize target to Viewport, enter in width x height > save preset

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Tools:

For resizing window:

Chrome extension: Window Resizer

For Screenshots:

Cmd Shift 4

For GIFs:

Droplr

screencast as GIF

screencast as HD Video if you want to add a border and shadow (Lena has offered to do in Camtasia)

Tips:

When featuring something, collapse page nav

Keep to one table so the page content is simple and clean

Remove the notifications in your profile in the top right corner (unless it may be helpful to include)

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https://staging.coda.io/d/Coda-4-0-Hub-go-4-0_dNT1Qi3mscr/Handbook-Template_suer7#_luIHA⁠

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