Roster Interactive Guide
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Creating a roster

This interactive guide to assists in creating a custom roster from scratch.

What is a roster?

Rosters are a simple but effective way to promote better communication and coordination among team members. Well-designed rosters help new employees onboard quickly and make connections faster. They can also help an established team by providing a clear list of members and their roles, ensuring everyone is on the same page and can work together efficiently.
This guide walks you through creating a custom roster from the ground up. If you’re looking for a pre-built template, we recommend checking out one of these to get started:

Ready to begin?


Start here

How to use this guide:

Join Alanna Ellis, a member of Coda’s Customer Success Team, as she walks you through how to think about designing a roster that will scale with your team. She has helped dozens of Coda users create custom solutions and will be your thought partner while you build, asking questions about your team’s needs and delivering recommendations and resources best suited to you.

To get started...

Click the start button above. From there, you will be guided through a series of questions and tutorials to walk you through how to create a roster that is designed with your team’s priorities, long term scalability, and Coda best practices in mind.

The guide is interactive.

At the end of each section, you will see a red call out that will direct you to the next slide. The goal of this guide is to deliver recommendations and tutorials that are suited to your specific use case and needs. As such, some slides will ask you to choose a path forward. For example:
Screenshot 2023-11-28 at 2.15.28 PM.png

You can always return to a previous slide and select a different option. If you need to go back, click the
Go Back
button at the top of the slide.

Learn as you build.

Throughout the slides, you will see the following icons that indicate a certain way to learn.
Key considerations
There is no one right way to build something in Coda, but there are pros and cons to each approach. These questions will help you think through how you should design your doc.
Click the ▶️ next to each question to find guidance on how your answer impacts your build.
Learn more
This section provides additional context, resources and coaching to assist your build.
Many steps include a video where Alanna shares her screen in a live demo, coaching you on what you need to do, why it’s important, and how she would advise enterprise clients to think about this step in the process.



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.