Here’s a step-by-step guide on how to use Coda templates:
- Open Coda in your browser and click 'Templates'.
- Go to the 'Templates Gallery'. This will take you to a library of pre-built templates that you can use for various purposes like project management, goal tracking, and CRM.
- Select a template that suits your needs to create a customized document instantly. Click 'Use template.'
- Once you've decided on a template, this will create a new Coda document based on that template.
- Once the template is added to your Coda workspace, you can modify the tables and data to fit your specific needs.
- You can add new rows, change column types, and even create new tables as necessary.
- If you're working with a team, you can easily invite others to collaborate on the document. Simply click 'Share' in the top-right corner.
- Click 'Copy link' to collaborate seamlessly by sharing your document with teammates or external stakeholders.
