How to Create a Project Tracker in Coda

Quick summary

A Coda project tracker lets teams manage tasks, deadlines, and progress in a single connected document using built-in tables, filters, and sorting tools. This guide walks you through setting up a fully functional project tracker in Coda from a blank document to a structured task management system.

Steps

1. Open a blank document in Coda and name your document to get started.
2. Customize your document by adding an icon to personalize it.
3. Click the add icon to begin inserting content into your document.
4. Select the project tracker template with built-in task management to populate your document structure.
5. Customize your Projects view using filtering, sorting, and column options to organize project data.
6. Manage your Tasks table with powerful organization tools to keep work on track.
7. Use the completed tracker to monitor tasks, deadlines, and progress across your projects.