Beyond Excel III: Applying Coda to Real-Life Projects, CRMs, and To-Do Lists

Al Chen, Excel Trainer & Coda Evangelist

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
13 Lessons (1h 22m)
    • 1. Introduction

      1:39
    • 2. Personal CRM: Tracking for Entrepreneurs and Business Owners

      3:42
    • 3. Personal CRM: Logging People & Interactions

      6:02
    • 4. Personal CRM: Viewing Who To Outreach To

      5:35
    • 5. Getting Things Done: GTD with David Allen

      1:39
    • 6. GTD: Capturing & Organizing

      5:20
    • 7. GTD: Custom Views of Your Tasks

      7:33
    • 8. Launching Your Product: The Hub

      4:10
    • 9. Launching Your Product: Tracking All Tasks

      8:37
    • 10. Launching Your Product: Teams

      12:39
    • 11. Launching Your Product: Bird's Eye View

      13:55
    • 12. Launching Your Product: Communication

      9:56
    • 13. Outro

      1:19

About This Class

How do modern teams such as Uber manage their most critical projects? Short answer: not in Excel or Google Sheets. Fast-moving companies and startups use Coda to streamline project management, HR, and other operational tasks. This is the 3rd class in the 3-part series called Beyond Excel.

WHAT YOU WILL LEARN

  • Templates in Coda you can use today to manage your projects and teams
  • Organizing your business and personal contacts in a CRM template
  • Getting Things Done with a template inspired by David Allen's GTD framework
  • Manage complex projects using a template created by Uber's Project Carbon team

PREREQUISITES

  1. Create a free Coda account by signing in with Google using this special link for Skillshare subscribers
  2. Highly recommend taking the first two classes in this series: Beyond Excel I and Beyond Excel II
  3. Copy the doc to for this class to follow along with the video lessons with this link or this link

ABOUT

Learn how to use pre-made Coda templates to run your projects, to-do lists, and CRMs. Companies like Uber, Spotify, and Betterment have templates available in Coda's public gallery for you to use.

This class explores templates in Coda you can use today to manage your projects and teams.

2e6aeb75

5b1d4aa3

This class is meant for entrepreneurs, freelancers, and businesses who need to stay productive with SaaS-based tools over expensive software programs. You will need to have an account with Coda to take this class. Coda is in beta and invite-only, but will be free for Skillshare students.

STEPS TO GET CODA FOR FREE

  1. Make sure you have a Google account
  2. Register with this special link for Skillshare subscribers and click "Sign in with Google"
  3. Follow the on-screen steps to integrate with Google Drive
  4. Open the Class 3 doc via two methods: 1) Copy from this link or 2) Open from this link (It will say "View-only" in yellow)
  5. If you opened the doc via method 2, click "Copy Doc" in the top-left corner dropdown menu dropdown menu next to the doc title):

df0195c3