Skip to content
Project & Task Manager
Dashboard
Tasks
PortCos
More
Share
Explore

icon picker
Dashboard

Quick start steps:

Create a copy of this template (top right-hand corner). You may need to create a Coda account (it’s free).
Add the PortCos you work with on the
PortCos
⁠
tab (delete the dummy data)
Add your projects to the table below by clicking the “+ New Project” button below (delete the dummy data)
Add your project tasks by clicking the “+ New Task” button below, or click into each project and add it there.
Bookmark
Coda Help Center
⁠
so you can troubleshoot and learn how to use Coda!
Delete this callout block by clicking the 3 dots to the left of it

⁠
New Task
⁠
New Project
⁠
New PortCo
⁠
⁠

Tasks Due In

⁠
Next 30 days (i.e. September 28 - October 28, 2023)
⁠
⁠
⁠

Active Projects

Portfolio Company
Open
Project Status
Project Name
Status Note(s)
Create Task
CFS
1
Open
In Progress
CFSP Holdings FY22 Tax Return
Working w/ 3rd party
Task
⁠

On Hold Projects

Portfolio Company
Open
Project Status
Project Name
Status Note(s)
Create Task
CFS
1
Open
On Hold
Test Project
​
Task
⁠
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.