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Process mapping workbook
  • Pages
    • Introduction
      • Brainstorming
        • Exercise 1 - Identify a process
        • Exercise 2 - Make your roster
        • Exercise 3 - Add tasks
        • Exercise 4 - User stories
      • Sequencing
        • Exercise 5 - Create a timeline
      • Inputs and outputs
        • Exercise 6 - Task deep dive
      • Transitions
        • Exercise 7 - Methods and triggers
      • Reporting
        • Exercise 8 - Required reports
      • Quality check
        • Exercise 9 - QA data
      • celebrate
        Checkpoint
        • Process Summary
      • Access and security
        • Exercise 10- Data permissions
      • Tooling
        • icon picker
          Exercise 11- Design a solution
      • Next steps
Process mapping workbook
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Exercise 11- Design a solution
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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?
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Do this to the best of your ability. If you are unsure if Coda is the right fit for a step, advance to
Next steps
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and we’ll show you where to go for assistance.
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See an example
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Watch a demo
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Steps
Current tool
New tool
Interaction
There are no rows in this table
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Next:
Next steps
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