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Project & Task Manager
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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 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 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

March 1-31, 2024

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.