Instructions
In the table below, select values for:
Current tool: what tool are you currently doing this step of the process in? If this is a new step, leave blank. New tool: where will you do this part of the process now? If you plan to build this into your new Coda doc, select Coda. Interaction: will you do this step entirely in another tool, in Coda but synced with another tool or 100% in Coda? Do this to the best of your ability. If you are unsure if Coda is the right fit for a step, advance to and we’ll show you where to go for assistance.