How to Create a RACI Matrix in Coda

Quick summary

A RACI Matrix in Coda lets teams clearly define who is Responsible, Accountable, Consulted, and Informed for every task or deliverable. Using Coda's flexible Table feature, you can build, assign, and filter a full RACI chart without leaving your doc.

Steps

1. Create a new doc in Coda and name it "RACI Matrix."
2. Click "+" and select "Table" to add a new table to the doc.
3. Add the required columns: "Task/Deliverable," "Responsible" (Task Owner), "Accountable" (Approver), "Consulted" (Advisor), and "Informed" (Progress Updates).
4. List key tasks in the table and assign team members to each RACI role.
5. Filter tasks by Owner, Status, or Priority for better tracking and visibility.