Coda is a document management solution for creating, editing, and viewing text documents and spreadsheets. , It also helps centralize all documents to ensure seamless efficiency between teams and comes with customizable templates that let organizations create personalized documents for meetings, brainstorming sessions, customer feedback, to-do lists, and market research. It features drag-and-drop functionality, which keeps functionality simple, and has numerous tools that offer role-based access.
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
The ability to build formula using text control within text is very useful
cannot put borders and color background around text boxes
by building formula using text control, I can build dynamic instructions for my work flow depending on the scale of the workflow
Once you understand its fundamentals, the platform becomes easy to use and offers unlimited opportunities!
It can be challenging to navigate it for people who are not used to such platforms
Task management and doc sharing
The ability to organize my structured data (aka numbers in spreadsheets) with unstructured data (aka Word or Google Docs) into a formulaic narrative with a single source of truth.
The Workspace section can get a little crowded and occasionally it is hard to find the right doc that I am looking for. My workspace folder hierarchy can get messy at times but it isn't a major problem because once I am in the Coda doc everything is fine.
Coda allows me to create a formulaic narrative. For example, if I want to draw a conclusion that summarizes a lot of structured data. I can call upon that structured data from within the unstructured sentence that I have written to summarize the data.
The way tables are handled in Coda is fantastic! It allows you to truly create relational tables with very little effort.
My only complaint is the top tier pricing is too high for my budget. For a business that level makes sense. For an individual it does not. Other than that, it's FANTASTIC.
I started with Coda for personal use (see below), but now I'm rebuilding my freelance consulting business using Coda. It is so quick and easy to build solutions and so versatile, that I can solve many problems for many clients with less cost to them. My personal use that got me started and falling in love with Coda. ⬇️ I am a busy, widowed, homeschooling mother of a large family. I organized our entire household on Coda with everything from legal information, medical information to tracking extended warranties, creating my to do list, running my blog posts, and everything you can imagine in between. I've created a library of our books, movies, and even track our 5 rescue cats and all their information. In addition to that I've built a very extensive to do list complete with automated features such as notifying me when extended warranties, credit cards or other things with expiration dates are going to expire. I track insurance and vehicle information including gas mileage and maintenance costs! I'm working currently on tracking our budget and expenses in Coda to see if I can get rid of using Quicken for these functions. The benefit is rather than having a dozen or more different apps that I have to check I just use Coda for EVERYTHING. And I mean everything! Whether it is tracking my sleep or my Bible reading or keeping a list of links of articles I want to read, I pretty much manage everything in my life with one app now. Because it does offer truly relational databases, I can link things together easily. I'm also having my children who are still in school begin learning how Coda can help them to get organized, make plans, etc.
The wide variety of document templates makes it easy to find exactly the format I'm looking for.
The automation in Coda could be improved.
Coda allows me to use creativity to communicate my ideas to my teammates.
Coda makes it easy to turn business logic into reality. I'm able to create functioning docs and apps faster than I could write stories back in the days when I ran a development team. UX is beautiful, and easy to use. Great community. Definitely a game changer in how you you can create dynamic solutions to so many of life's problems.
Ambiguous, kafka-esque terms of service, unfortunately, like so many silicon valley companies. They can cancel you for "submit[ing] any user Content ... that may create a risk of ... emotional distress ... to any other person or any animal" coda.io/trust/tos What does that even mean? Not cool to know that you can lose everything at any time because they think you MAY create a RISK of causing emotional distress to any animal. Why not just say they can cancel you at any time for any reason? That would be more honest. Makes me think it's not worth making big investments in the platform.
Creating relational databases (tables) to manage complex and dynamic information problems, both personal and business. Its changed the way my brain even thinks about data and information.
Coda allows us to store key artifacts from our team and track our whole product lifecycle in one manageable document. We have gone from using two or three tools to one product to manage our whole process.
I wish it was easier to share tables across Docs. The cross-doc pack is helpful but limited in scalability and functionality. If there was a way to spin up tables across docs easier in the future, I am all for it!
Coda allows us to nest tables and do table lookups to pull all relevant data into one spot. Coda enables us to gather key artifacts and information about our process and outputs and share it in one view.
I love how flexible Coda is. It can serve a variety of use cases across our team, has a small learning curve and a great knowledge base to help get you started. Our whole team uses coda in a variety of ways and it has become a great resource for us.
The templates are ok, some of them require some more in depth knowledge of functions which can be hard. Organizing pages is fine but the system could be a bit better.
Coda helps us track our meetings, product specs, retrospectives and development releases.
Integrations with other tools like Google Calendar/Zoom/task and project management.
There is a learning curve and for a few people they may not want to learn a "new tool".
Combining multiple data points into one. Additionally, being able to have more productive meetings using CODA docs for agenda/task/project management, etc..
Easy integration with multiple systems. Salesforce is our CRM and avoiding multientry was key. We can do things that even Salesforce doesn't allow us to do. I tried multiple solutions before choosing, and coda was the most flexible one.
Truly, not a lot. It is not dummies proof to create new cool docs at first, but people will learn fast by playing with it. Some stuff requires some formulas that are not easy for everyone.
Coda helped me to build an inventory software for a concept that is very unique. It also allows us to display Salesforce data in a mobile friendly view. Allows more collaboration.
I love that CODA is customizable and that I could creat a vision for what I wanted my doc to look like and I was able to use all of the tools to make it happen easily
Because CODA is really powerful, sometimes it can be tough to figure out how to write a specific formula or make a button work and the help tools don't always solve the problem.
It allows my team to manage our progress on projects and plan for upcoming work sprints and keep track of what we have completed. We also use coda for our annual planning exercise
Phone application, types of organization
Offline possibility (on the phone at least)
Wikipedia/knowledge management, time planning, lists (movies, groceries)
The ability to create processes and automations unlike any other platform.
Limited visual formatting, not so great suitable for text entering.
Organising information across my whole business, sending notifications, keeping on top of my tasks and schedule. Basically, everything.
It's seemless, easy to use, intuitive and the user interface is beautiful. It makes collaborating a breeze, and creates really great looking resources for everyone to use.
I don't have much negative feedback about Coda. There are tons of resources within the application to help acclimate and become comfortable using it to support their teams.
Coda provides a centralized resource that can function as a knowledge base, a platform for development, personal growth and professional growth.
Coda creates a collaborative space for our team where we're able to find information easily, provide more accountability, and simply be more productive during our workday.
There are a few features that would be helpful to our specific team but Coda's team is so responsive and receptive to feedback that we know these features are being considered and hopefully implemented down the road. In the meantime, their team is always able to provide workarounds or tips on how to achieve the same outcome.
Coda is helping our team stay organized and create more meaningful conversations internally by streamlining communication in one space. We're able to keep track of projects, provide resources, and so much more.
- docs within docs - integrating tables and data - amazing help community
- interface of doc home page - the ability to make your doc wider in view
- finding information easily using the search function and doc within doc feature
Love the flexibility and ability to have our knowledge base easily accessible across the team. All of the widgets, templates, and doc gallery are extremely helpful, and can help guide new processes (e.g., product review meetings, go to market, etc.)
Sometimes duplicating data and cross-linking is unintuitive and can get messy. Also the formulas and sorting can get messy; still use Google Sheets for a lot of tabulation. Would be great to get that into Coda.
Solving the problem of knowledge management and cross-team organization. We have fairly organized bases within Coda for a lot of our teams, as opposed to a giant mess of unlinked docs and spreadsheets.
I like the ease with which I can connect different docs/tables seamlessly and connect all projects to a single source. Also love the integrations with other tools. Finally collaborating with teams across the globe has been incredible
Can be confusing and difficult to get started in the face of unlimited potential. Would love if tips could be generated with recommendations of potential improvements to our spaces. Also, more ease to create org wide permissions and controls
Helping us collaborate on shared goals and projects across markets. Where these used to live in disparate and disconnected docs, we now have central view with the opportunity for local market nuance with views.
Cross-doc feature - ability to connect to multiple pages and update data all at once Tagging users Tables and organization easy to use tutorials
Complicated at first, but once you start creating projects, it becomes very easy!
Project Management Team Collaboration Great visibility and updates for projects
I like using the automation/button features to kick off processes. It's a useful tool when building workflows.
I don't necessarily have a dislike, I just would like to see more functionality in the tables feature
It's both a documentation resource tool and an automation platform where we build workflows