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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
1
2nd round testing
2
Calibration - 2nd round
3
Final testing
4
Signoff on final calibration
5
Draft mockups of visual explanations
6
Final draft of visual mockups
7
Web copy draft
8
Web copy finalized
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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
1
2nd round testing
10/7/2020
Not Started
2
Calibration - 2nd round
10/27/2020
Not Started
3
Final testing
11/9/2020
In Progress
4
Signoff on final calibration
11/1/2020
Not Started
5
Draft mockups of visual explanations
9/24/2020
In Progress
6
Final draft of visual mockups
10/15/2020
Not Started
7
Web copy draft
10/17/2020
Not Started
8
Web copy finalized
10/23/2020
Not Started
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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
1
2nd round testing
10/7/2019
Not Started
2
Calibration - 2nd round
10/27/2019
Done
3
Final testing
11/9/2019
In Progress
4
Signoff on final calibration
11/29/2019
Not Started
5
Draft mockups of visual explanations
9/24/2019
In Progress
6
Final draft of visual mockups
10/15/2019
Not Started
7
Web copy draft
10/17/2019
Done
8
Web copy finalized
10/23/2019
Not Started
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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
1
2nd round testing
Not Started
2
Calibration - 2nd round
Done
3
Final testing
In Progress
4
Signoff on final calibration
Not Started
5
Web copy finalized
Not Started
6
Draft mockups of visual explanations
In Progress
7
Final draft of visual mockups
Not Started
8
Web copy draft
Done
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
1
2nd round testing
10/7/2019
00
24
Not Started
2
Calibration - 2nd round
10/27/2019
00
5
Done
3
Final testing
11/3/2019
00
15
In Progress
4
Signoff on final calibration
11/5/2019
00
13
Not Started
5
Draft mockups of visual explanations
10/1/2019
00
27
In Progress
6
Final draft of visual mockups
10/13/2019
00
12
Not Started
7
Web copy draft
10/17/2019
00
3
Done
8
Web copy finalized
10/23/2019
00
10
Not Started
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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
0
Name
Due
Urgent?
Status
1
2nd round testing
10/7/2019
Not Started
2
Calibration - 2nd round
10/27/2019
Done
3
Final testing
11/9/2019
In Progress
4
Signoff on final calibration
11/29/2019
Not Started
5
Draft mockups of visual explanations
9/24/2019
In Progress
6
Final draft of visual mockups
10/15/2019
Not Started
7
Web copy draft
10/17/2019
Done
8
Web copy finalized
10/23/2019
Not Started
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
1
Joel Davis
2nd round testing
10/7/2019
Not Started
2
Joel Davis
Signoff on final calibration
11/5/2019
Not Started
3
Joel Davis
Web copy finalized
10/23/2019
Not Started
4
Joel Davis
Calibration - 2nd round
10/27/2019
Done
5
Mary Jones
Final testing
11/3/2019
In Progress
6
Mary Jones
Draft explanation mockups
10/1/2019
In Progress
7
Felix Marlin
Final draft of visual mockups
10/15/2019
Not Started
8
Felix Marlin
Web copy draft
10/17/2019
Done
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
0
Name
Due
1
2nd round testing
10/7/2019
2
Signoff on final calibration
11/5/2019
3
Web copy finalized
10/23/2019
There are no rows in this table
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Lesson 12 - Buttons

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Loading…
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Try It!

Add a button that adds rows to the table below
Button Exercise
0
Name
Date
Notes
There are no rows in this table
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Lesson 13 - Automations

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Loading…
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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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Loading…
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Try It!

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

Add your email address
1
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jane@example.com
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Send me my diploma!
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