Hi everyone,
As a Codan, I make a lot of docs: task trackers, account plans, project trackers, and more.
I love the tip of applying lookup chip styling to my status column, but found myself color coding tables across numerous docs.
It’s a small trick, but I created a Status Table template you can copy and templatize to put into your workspace or any doc. Feel free to use it!
Thank you!
I was just wondering (I’m a new user…) if it was possible (and how to do it!) to create a page of my tags (which I use all over the place) and how to use it across multiple docs and tables.
Is this template method the only one? Or is it possible to create a table of my tags and use it as a lookup everywhere I want (in different docs and different folders…)
Thanks for your kind help
Hi @Gabriel , and welcome to the Coda community! There are a couple ways to solve this, including the method you mentioned of creating a custom template.
The other common method is to use Cross-doc. This Pack will allow you to sync a table from another doc, giving you a way to use the exact Status table contents in multiple docs and multiple tables within each doc (just use a lookup column pointing to your synced table). One thing to keep in mind about this method is that if you want to add tags after the sync, you’ll have to do that in the doc where the original Status table is housed. You won’t be able to add a tag to the synced table from your various docs, because Cross-doc today is a one-way sync.
If you were planning to slightly alter the tags in each specific doc, say instead of a tag called ‘Done’, you want to change it to ‘Completed’ for one specific doc, you might go the template route instead. Although you won’t be able to sync the same tags into every doc, you’ll get more complete control over the individual tags in each doc. Additionally, you’ll always be able to add new tags into the original template if you need. This is how another Codan, @Katy_Turner, handles statuses as well: Status Table
Please let me know if this is helpful!
That is really helpful indeed !
Thank you for your reply and for the welcome…
I’ll have to take the time to test the Cross-doc method, which looks more like what I intended to do (rather than a template).
If I understand the Cross-doc method correctly, and if I want to add or modify my tags, I have to do it in the original Tags table… This is what seems logical to me and what I was planning to do. So I imagine that the additions or modifications of my tags will be “available” in the tables synchronized with this original table.
I’m going to watch a tutorial on Cross-doc functionality from Coda’s very rich YouTube channel!
I’m also trying to figure out (sounds silly!) how to properly use folders versus “docs”, I think I’ll find some “best practice” ideas in this forum about that.
Thanks a lot anyway, I really like using Coda and I’m taking the course on Skillshare!
If I understand the Cross-doc method correctly, and if I want to add or modify my tags, I have to do it in the original Tags table… This is what seems logical to me and what I was planning to do. So I imagine that the additions or modifications of my tags will be “available” in the tables synchronized with this original table.
Correct on both counts. If you re-sync the Tags table, it will show the new tags you’ve added in the original table!
Can anyone point me to instructions of how to set up a Status template so I can use across my docs?