I’m a user looking to create a similar workflow to managing tasks and calendar like that of Amplenote. Within it, you can grab tasks from your task list and immediately drag-and-drop them to schedule them into the calendar to time block your day. For example, I can grab the task “Call Evan and schedule an appointment” and pull it into the calendar and time block it between 09:15-09:30.
I was looking to create a similar workflow in Coda and I’m not quite sure what the “Coda” way to do this is. I saw this thread, which is essentially what I am trying to achieve, but the consensus was that this isn’t possible and not the “Coda way”, yet the better workflow was never explained.
So I felt like asking the community how you would approach this. Because setting a table view and setting deadline and duration manually is not quite what the visual input I’m looking for, even if it does work. I know I can create items in the calendar by dragging, but I was more hoping to take rows that already exist and pull them into the calendar. Maybe I could create a button that fills in date and duration to Now() and 1 hr(or something similar), and from there I can change and rearrange them? Messy if there are a lot of items, but it could work considering I can rearrange items pretty freely once in the calendar view.
Yes it is unfortunately true that Coda doesnt have drag and drop between tables or within a table (between views).
You’ve kind of answered the question for yourself so well done !
The easiest way is to add a button to add a date to the task so it will show up on Calendar view.
What you could do maybe is have a couple/few buttons so it sets it to different dates (i.e. today, next week etc) and that can hopefully avoid the “messy” issue if you have a lot of items.
If you wanted to actually have that drag drop experience, this could be achieved but it would add another layer/extra step i.e. 2 prong approach.
Do you normally plan with a weekly or monthly view? If latter, you could set up a card/kanban view with swim lanes. Days of the Week grouped on top, and Week in Month (1- 4/5) on the side. And then have automation that will update date field (see calendar view where the tasks have now appeared)
Your approach to use a Kanban board is very smart and I think ultimately that’s the approach I will go for!
However, you said that the drag-and-drop functionality could be achieved with another step. Can you expand on that? I’m intrigued because I assumed drag-and-drop was not at all possible.
Apologies I wasn’t clear with my explanation…
I meant you first do the drag and drop action with kanban. And then you’ll have to go to another view (calendar one) to change the start and end times of each task.
Note: it’s not actually drag and drop (as drag and drop is not possible). It’s grouping. But the motion of moving each card to another place I feel emulates performing drag and drop ?
If u don’t want to do 2 step above, and happy to change it weekly planning view - u can put day of week grouped on top and timeslots grouped on side ie 9-930am, 930-10am etc. But cos timeslots are fixed it’s not as robust.
