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Coda Essentials

Learn the basics of all Coda has to offer
MM
Maria Marquis
Welcome to Coda! If you're getting started, this is a great place to begin. You'll explore the core building blocks of Coda and how they fit together. Each video lesson teaches a new concept, and includes practice examples for you to try out yourself. After you make a copy, you'll have your own personal learning plan.

Basics


Lesson 1 - Sections

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Lesson 2 - Tables and Views

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Try It!

Insert a table by clicking the red plus sign menu
Name the table by double-clicking the name
Add rows by pressing enter
Add a column by clicking the plus sign to the right of the table
Add a new view of your table
Make a change in either location

Lesson 3 - Column Formats

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Try It!

Add a Due Date column to the table below - format the column as a Date
Add an Urgent? column and format it as a checkbox
Add a Status column and format it as a select list with "Not started", "In Progress", and "Done" as the options

Name
2nd round testing
Calibration - 2nd round
Final testing
Signoff on final calibration
Draft mockups of visual explanations
Final draft of visual mockups
Web copy draft
Web copy finalized
There are no rows in this table
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Lesson 4 - Filter

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Try It!

Add a filter to the table so it only shows "In Progress" tasks
Add another filter to show Urgent items

Name
Due
Urgent?
Status
2nd round testing
10/7/2020
Calibration - 2nd round
10/27/2020
Final testing
11/9/2020
Signoff on final calibration
11/1/2020
Draft mockups of visual explanations
9/24/2020
Final draft of visual mockups
10/15/2020
Web copy draft
10/17/2020
Web copy finalized
10/23/2020
There are no rows in this table
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Lesson 5 - Conditional Formats


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Try It!

Add a conditional format to highlight all urgent tasks in red
Add a conditional format for each status of task

Name
Due
Urgent?
Status
2nd round testing
10/7/2019
Calibration - 2nd round
10/27/2019
Final testing
11/9/2019
Signoff on final calibration
11/29/2019
Draft mockups of visual explanations
9/24/2019
Final draft of visual mockups
10/15/2019
Web copy draft
10/17/2019
Web copy finalized
10/23/2019
There are no rows in this table
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Lesson 6 - Comments


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Try It!

Add a comment on this sentence
Type an @ symbol and your name in the canvas below
Hover over the people and task @mentions you created to view details

Intermediate


Lesson 7 - Grouping

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Try It!

Group by Status on the left
Ungroup the column, and group by Status on the top
Arrange Groups by dragging and dropping

Name
Urgent?
Status
2nd round testing
Calibration - 2nd round
Final testing
Signoff on final calibration
Web copy finalized
Draft mockups of visual explanations
Final draft of visual mockups
Web copy draft
There are no rows in this table
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Lesson 8 - Layouts

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Try It!

Group the table by status along the top
Change the table to a card view
Drag and drop cards between groups
Change the display to a gantt chart

Name
Due
Days
Urgent?
Status
2nd round testing
10/7/2019
00
24
Calibration - 2nd round
10/27/2019
00
5
Final testing
11/3/2019
00
15
Signoff on final calibration
11/5/2019
00
13
Draft mockups of visual explanations
10/1/2019
00
27
Final draft of visual mockups
10/13/2019
00
12
Web copy draft
10/17/2019
00
3
Web copy finalized
10/23/2019
00
10
There are no rows in this table
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Lesson 9 - Formula Basics

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Try It!

Add formula to calculate 2*2 in the canvas below
Type =User in the canvas below to see who's logged in
Calculate the number of tasks using the formula Tasks.Count()
Count in-progress tasks using Tasks.Filter(Status="In Progress").Count()
Count days till done using Tasks.Due.Max() - Today()

What is 2*2? ??
Who is currently looking at this doc? ??
Total Tasks: ??
In progress Tasks: ??
Days till done: ??
Tasks
Name
Due
Urgent?
Status
2nd round testing
10/7/2019
Calibration - 2nd round
10/27/2019
Final testing
11/9/2019
Signoff on final calibration
11/29/2019
Draft mockups of visual explanations
9/24/2019
Final draft of visual mockups
10/15/2019
Web copy draft
10/17/2019
Web copy finalized
10/23/2019
There are no rows in this table
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Lesson 10 - Controls

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Try It!

Use the + menu to insert a Single Select control in the canvas where indicated
Right-click on the control and name it Selected Status and set the Selected Items to Not Started, In Progress, Done
Filter the Tasks table to show rows where: Status uses and interactive filter

Assignee
Name
Due
Status
2nd round testing
10/7/2019
Signoff on final calibration
11/5/2019
Web copy finalized
10/23/2019
Calibration - 2nd round
10/27/2019
Final testing
11/3/2019
Draft explanation mockups
10/1/2019
Final draft of visual mockups
10/15/2019
Web copy draft
10/17/2019
There are no rows in this table
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Advanced



Lesson 11 - Lookups

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Try It!

Add a column to the table below for Parent Project
Choose select list → New
After you add a few options, click Convert to Table

Lookups Exercise
Name
Due
2nd round testing
10/7/2019
Signoff on final calibration
11/5/2019
Web copy finalized
10/23/2019
There are no rows in this table
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Lesson 12 - Buttons

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Try It!

Add a button that adds rows to the table below
Button Exercise
Name
Date
Notes
There are no rows in this table
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Lesson 13 - Automations

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Try It!

Add an automation to this doc
When - Time-based
Then > Notify > To - select your name > Message - Enter a nice message for yourself

Lesson 14 - Packs

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Try It!

Install the Gmail Pack
Click the button below to email your Coda Essentials Diploma

Add your email address
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jane@example.com
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There are no rows in this table
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Send me my diploma!
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