Video Courses

Coda Essentials

Learn the basics of all Coda has to offer
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
Lesson 2 - Tables and Views
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
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

Search
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
There are no rows in this table


Lesson 4 - Filter
Try It!
Add a filter to the table so it only shows "In Progress" tasks
Add another filter to show Urgent items

Search
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
There are no rows in this table
Lesson 5 - Conditional Formats

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

Search
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


Lesson 6 - Comments

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

Search
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

Lesson 8 - Layouts
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

Search
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
There are no rows in this table
Lesson 9 - Formula Basics
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
Search
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


Lesson 10 - Controls
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

Search
Assignee
Name
Due
Status
1
JD
Joel Davis
2nd round testing
10/7/2019
Not Started
2
JD
Joel Davis
Signoff on final calibration
11/5/2019
Not Started
3
JD
Joel Davis
Web copy finalized
10/23/2019
Not Started
4
JD
Joel Davis
Calibration - 2nd round
10/27/2019
Done
5
MJ
Mary Jones
Final testing
11/3/2019
In Progress
6
MJ
Mary Jones
Draft explanation mockups
10/1/2019
In Progress
7
FM
Felix Marlin
Final draft of visual mockups
10/15/2019
Not Started
8
FM
Felix Marlin
Web copy draft
10/17/2019
Done
There are no rows in this table


Advanced


Lesson 11 - Lookups
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
Search
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
Lesson 12 - Buttons
Try It!
Add a button that adds rows to the table below
Button Exercise
0
Search
Name
Date
Notes
There are no rows in this table

Lesson 13 - Automations
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
Try It!
Install the Gmail Pack
Click the button below to email your Coda Essentials Diploma

Search
Add your email address
There are no rows in this table
Send me my diploma!

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