How to Create a Goal Tracker in Coda

Quick summary

A Coda goal tracker lets you organize goals by category, due date, priority, and status in a single structured table. Dynamic formulas and automatic progress metrics update in real time as goal statuses change, giving teams instant visibility into completion rates.

Steps

1. Navigate to your Coda document.
2. Create a goal tracker table inside your document.
3. Add columns such as goal name, category, due date, progress, and priority.
4. Review the progress-tracking metrics that update automatically as statuses change.
5. Navigate through the various views to find what matters most to your team.
6. Update a goal's status to track progress from initiation to completion.
7. Click on the add icon to add a new element to your tracker.
8. Create dynamic formulas that update automatically as your data changes.
9. Watch as your formula automatically calculates based on current goal statuses.
10. View real-time metrics showing exactly how many goals are complete.