Welcome! I am sharing my Coda doc, as a template, so that others can learn from what I have done, and hopefully others can also contribute to the doc in meaningful ways.
For reference, I have been building this doc for the past 6+ months, and converting this doc into a template (including making the “Info & Guide” page) took about 16 hours of work. I appreciate questions or comments, but please read the “Info & Guide” section of the doc in full first, because I explain a lot in that section.
- Project and Task Tracking
- Time Tracking (Pomodoros)
- Repeating Tasks
- Collapsible Nested Projects
The Omnicodoro Template
Feedback for Developers
Templating a Coda Doc
HAVE YOU TRIED DOING THIS YOURSELF? Sorry… It’s been, like, 4+ hours of just trying copy my data from one doc to the other JUST to clear the history. Countless doc crashes, browser freezing, broken formulas, and many minutes of "uhhhh, do I restart now? or wait a bit… Simply deleting my data is not enough when you keep track of a doc’s history, AND you don’t let us delete doc history.
The Proposed Solution: A Coda user wants to share their doc with the world, but the data is sensitive. They click the context menu next to the doc title, and underneath “Copy doc” is “Template doc”. This option does the same thing as “Copy doc”, but it then clears the document history.
The Current Solution: For those of you wondering how I created a template of my document, I copied all content into a single page, and then copy-pasted into a new Coda doc, thus avoiding moving my history too. I had to delete all of my data from the tables first, otherwise it kept crashing. I’m sure smaller amounts of data would work, but it was not feasible for me given the formulas I had running against the data.
Template Mode for a Doc
There are some things that separate a regular Coda doc from a template Coda doc. Here are my thoughts on how Coda should support this (given that sharing templates is half of the fun).
Document Temporal Context: When a template is created, it is meant to exist in a particular place in time. A template is not a live document. Every new visitor is designed to view the template as if the creator had JUST created it. So, I propose that a Coda doc in Template Mode should have a “Document Date” option, so you can freeze the date that the Coda doc thinks it is. This would make temporal views useful beyond the exact date the template was created.
Understanding Formulas & Columns & Rows, and their Usage
Try creating a complex document with many formulas, then leave it alone for 6 months, and then come back and try to remember which formulas are used where. I tried cleaning up my doc before posting it as a template, but understanding which formulas, columns, and rows are being used or reference elsewhere is near impossible. I did my best with guesswork, and had to correct broken elements where I realized I had made mistakes. Please make this traceability better.
Thank you for taking the time to read through this post, and hopefully my “Info & Guide” page as well. I am grateful to the Coda team for building such an amazing application ecosystem, and grateful to the community for helping me understand and implement on these concepts.
Let me know if you have any questions, comments, complaints, etc., and I will get back to you.