Quick summary
Coda's Templates Gallery lets you instantly create structured documents for project management, goal tracking, and CRM without starting from scratch. Once a template is added to your workspace, you can customize tables, invite collaborators, and share the document with your team.
Steps
- Open Coda in your browser and click Templates.
- Navigate to the Templates Gallery to browse a library of pre-built templates for project management, goal tracking, and CRM.
- Select a template that suits your needs and click Use template to create a customized document instantly.
- A new Coda document is created based on your chosen template and added to your workspace.
- Modify the tables and data in the template to fit your specific project requirements.
- Customize further by adding new rows, changing column types, or creating new tables as needed.
- Click Share in the top-right corner to invite teammates or collaborators to the document.
- Click Copy link to share your document seamlessly with teammates or external stakeholders.
