To organize your Coda workspace effectively, follow these steps:
- Start by grouping related documents in folders to keep your Coda workspace tidy.
- Star your most-used documents for quick access. Just click the star icon next to any doc you need regularly.
- Use clear, descriptive titles for your docs. A well-named document saves everyone time when searching later.
- Create informative cover pages to provide context.
- Distinguish your docs visually with custom icons and color themes. It makes finding specific documents much faster.
- Insert a Table of Contents for easier navigation, especially in longer docs.
- Break up your docs into logical sections. This creates a clean structure and helps readers find information quickly.
- Click 'Templates' to access pre-built reports, tasks, and trackers you can customize and reuse across projects.
- Use filters to view only the documents you own or have recently edited, making it easier to focus on what matters.
- Turn successful documents into templates for future use. Click the menu options to convert any doc into a reusable template.
- Share your docs with others by clicking the 'Share' button. Set appropriate permissions for collaborators.
- Invite team members to collaborate on your documents. They can edit, comment, or view based on your permissions.
