Coda doc by Maria Marquis
Small Business CRM and Project Tracker
Manage your projects, invoices, and schedules, all in one doc. The best part? Just one click sets up the entire work flow you'll need.
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About this doc

When I’m not at Coda, I narrate audiobooks and do career coaching, which means I have a lot of projects to manage, expenses to track, and invoices to send. In other words, I have a lot to keep track of. Last year, I built two docs to help me manage the process:

  • A master project tracker
  • A CRM for income, expenses, and opportunities

These docs weren’t connected, so I needed to visit them both regularly. And, even though I pride myself on being pretty organized, there were a few times I would forget to add an invoice to my CRM. Don’t get me wrong, I was proud of these docs. They had buttons that pushed more buttons to create bulk tasks off of project templates, awesome color coding, and some pretty sweet detail views of project tasks in subtables. I actually liked my docs so much that I sat down to replicate them for 2020.

Here’s my new life:

  1. Add a project to my Opportunities table
  2. When I mark an opportunity as “Won” my automation adds the project to my Projects list
  3. The automation then pushes a button to generate all the tasks based on the type of project
  4. The project tasks then automatically appear in the right category (e.g. audiobooks versus coaching)
  5. My clients get weekly notifications of my project process through an automation and the Gmail pack

Did you catch that? *My new process is a single click that sets up my entire project management process.*💥🎉 Feel free to give my doc a whirl, then copy it and make it your own.

Meet Maria Marquis

Hi, I’m Maria! When I’m not at Coda, I run a consulting practice, narrate audiobooks, and spend time with my golden retriever Ned.

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Small Business CRM and Project Tracker
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