Hello! I’m new to Coda and coming from Notion. So far, I’m super excited to be moving over, even though there is definitely a bit of a learning curve. I found Coda when trying to look for a better way to do some things in Notion, and it was clear that this is going to serve my needs much better.
I’ve been spending a lot of time looking at templates and community articles and I just haven’t been able to wrap my head around project management templates. From what I understand of Coda templates, is that I would be generating a new table each time, but I want the tasks all in my mater task database.
I work for a nonprofit as a recruiter, and I plan events to invite people to join our non profit. Therefore, most of my “projects”, though not all, are events with the same set of tasks each time. In Notion I had a page template that held all my tasks. I would have to drag and drop all the tasks into the task database each time a new event was created. This is one of the bigger pain points that I’m trying to solve with Coda.
I would like to have a template for events that will allow me to create all my tasks for an event at once, and have the correct properties assigned (project, due dates based on number of days away from the event date, task hierarchy, phase/milestone, references, ect)
My current Coda setup has school districts separate from all other locations, but I think this is mostly from lack of knowledge when originally setting up my Notion. Any suggestions on how to combine this data? Would this be a column button with a formula map and a button to press all those buttons? That’s the best I’ve been able to come up with from reading the forum. I also have separate contact tables for internal and external contacts, because I have contacts pulling in from the google pack. I have the same concerns for my Events DB and Projects DB. Any ideas for combining these (or thoughts on weather or not it should be combined) would be greatly appreciated.
Another pain point that I had in Notion, was the way I was recording interactions. While this is partly the fault of my own design, I couldn’t figure out a quick and easy way to record interactions and have them attach to the project I was working on and the person I was working with. I imagine this can be solved in Coda with buttons. I ask the same questions to several different schools during the event planning process, so I would like to figure out how to include this template in interaction notes when I create a new interaction.
In Notion I had a template that I could use every time for these conversations that acted as a call script, but it didn’t connect back to an interactions db, so after an event is over that information is just kind of lost to the old project page instead of linking back to the appropriate record. Definitely not a great way to nurture relationships!
The Daily Log page I have setup automatically extracts tasks from the entry and adds them to my todo list. I can’ t figure out how this works for the life of me. I can’t seem to right click and get more info either. I would like to know how this works so I can also mark questions and ideas to be added to a table other than tasks.
I haven’t been able to get a good idea on how to handle repeating tasks either. I would there to be a log of each time a task is completed so I can track my habits and routines.
I would love it if you would also take a look at the current structure and setup of my Doc, and make any suggestions on design or structure. I want to set myself up for success from the beginning.
I’m currently working on adding associations/relationships for contacts instead of connecting directly to the organization, but that’s probably going to take awhile with all the contacts I have. I’m not quite sure how to automate this.
Can someone tell me how to remove brackets from empty search results in a cell? (See relationships column in organizations. This seems to happen when my connection isn’t quite right, but I can’t seem to figure it out every time. I’m getting little red tringles in the corner of some of my cells too (2022 targeting in Cities DB) and I’m not sure how to troubleshoot, or if I need to since it seems that it’s providing the correct data.
I would also like to know how to filter the options that a select list shows based on other selections made on the record.
There’s a link to my Notion setup to view a bare bones copy of what I use now for my event planning in Notion, along with a stripped down copy of my current base.
Sorry to bombard you with so many questions all at once. Thank you so much for your help. I appreciate your advice!