Pages
Specific use case launch
Stage 1- Use case
Sponsors, IT / Security
Goal:
The goal of this stage is to secure buy-in that your Coda use case can solve company problems by educating Sponsors and the IT/Security team.
Tasks:
Assign due dates and the folks who will be responsible for each task. Explore the additional context and any resources that will help you in this stage.
*This checklist below is a view of the . Any updates made here will be reflected there.
Stage
Done?
Item
Additional Context
Due Date
Responsible
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
Identify Coda 101 trainings you want Stage 1, 2, and 3 participants to attend.
Prepare Coda Hub
6
Review and edit the page. This will be the first page users see as when they open this doc.
Establish norms you want folks to adopt from the start (such as pinning does to Slack channels). Include those in your hub!
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
The email template below can be used to introduce Coda to your Stage 1 team. Copy the text by highlighting it and paste it into your email tool. Feel free to make changes to fit your needs.
Hi team,
We’re excited to share that we will start to improve the way we work with a new tool called Coda. Coda is an all-in-one collaborative workspace to bring our teams and tools together for a more organized work day.
How and why are we using Coda:
Our process:
We’re rolling out Coda to you all first. Our hope is to communicate how and why are using Coda with you to then start getting familiar with the tool. We’ll be counting on you to help tap members of your team who can help champion and build Coda solutions. More to come on that.
Getting started:
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Need help?
Your internal Coda resource is . If you need help from Coda, click the question mark in the bottom right of your docs and workspace.
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