How to use this doc

How to use this doc

Start by adding your own personalized tags to

Tags

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. Do not remove or rename Urgent, Hold or Follow Up as these are used in filters.

New Tasks

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Tasks

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and click the Add Task button

Use

Task Input

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, click on PUBLISH FORM, Create Link, then copy this link. You can paste this link into your favorite web site to allow anyone with access to that page to create new tasks. You can use the link anywhere you can use a URL. I like to put it in the Windows Edge Dock so I can just click it and get a new input form right on the edge of my screen!

Filters

Views

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Task Board

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Tasks Calendar

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By Month

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SubTasks

Your tasks can have sub tasks. Create them right in the task itself! You can check off those tasks either in the main Task view or you can always go to the

SubTasks

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and edit tasks from there.

Want to make a sub task a main task? No problem. Go to

SubTasks

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, edit the task and click the Promote to Task button.

Projects

Is your task getting larger and needs to become a project? Simple, just edit the task and Click Make Project. Now you can use the

Projects

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page to gather more information for projects and assign tasks to projects.

Share the 💖

If you like my doc go to

Susan M Davis - Coda Profile

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to view other Coda Docs I’ve created and shared. If you’d like help customizing this doc you can always use the

Latest Ask the Community topics - Coda Maker Community

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and if you want to tag me in your post use @Susan_M_Davis and it should notify me.