How to Create a Team Directory in Coda

Quick summary

A team directory in Coda is built by creating a blank doc, adding a structured table with custom columns for names, roles, departments, and profile pictures, then enhancing it with a Timeline view and filters for quick navigation. This step-by-step workflow lets teams centralize member information, assign job responsibilities, and filter records by department, role, or location in one collaborative document.

Steps

1. Click '+ Blank doc' to create a new document in your Coda workspace.
2. Give your doc a meaningful title — such as 'Team Directory' — so team members can quickly identify its purpose.
3. Click the add icon to start inserting content into the document.
4. Type /table and select 'Table' to insert a table into the doc.
5. Add relevant columns to your table to capture the right team member details.
6. Use 'Select List' as the column type for roles and departments to ensure data consistency.
7. Add a 'Profile Pictures' column by setting the column type to 'Image'.
8. Click 'Add' to upload a profile picture for each team member.
9. Populate your directory with team member information across all columns.
10. Add job responsibilities to each record to provide clarity on each team member's focus areas.
11. Add a 'Timeline' view to visualize team members' project schedules and milestones.
12. Link your team table to the Timeline for seamless data integration.
13. Click 'Options' to access view configuration settings.
14. Select 'Filter' to open the filtering panel.
15. Click '+ Add filter' to filter the directory view by department, role, or location for quick access.