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Guide to launching Coda with your team
Workspace OS launch
Stage 1- Operating system
Sponsors, IT / Security
Goal:
Tasks:
Stage
Done?
Item
Additional Context
Responsible
Due Date
Prepare for Launch
5
Copy this doc in order to track as you complete each step of the launch checklist. Once launched, this doc will turn into a Coda Hub for your organization.
Ensure your IT department is set up as an Organization Admin and ask them to complete the setup course.
Consider doing our process mapping to have a clear understanding of what you need it to do before you begin to build.
Launch
4
Schedule live launch sessions for Stage 1 to introduce Coda to your team.
Schedule check-ins and follow-ups before general launch to the team/company.
Identify Coda 101 trainings you want Stage 1, 2, and 3 participants to attend.
Prepare Coda Hub
6
Establish norms you want folks to adopt from the start (such as pinning does to Slack channels). Include those in your hub!
Review and edit the page. This will be the first page users see as when they open this doc.
Before launch, hide the following parent-level pages:
We recommend bookmarking this checklist so that it remains at the top of the page list for you (but won’t for anyone else viewing the doc).
Lock and limit unlocking for the all the pages in your company facing hub.
Admins should pin this enablement doc in your workspace so folks have easy access to it.
Stage 1 kick-off email
First, head over to and click get started to log in via SSO. This will bring you to our company Workspace where all your docs, company docs, and folders can be found.
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