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 best way to organize and streamline your work, processes, notes, and projects. A must- have. Very customizable and adaptable. Unlike many platforms, which only allow you to create checklists or spreadsheets, Coda is completely open-ended, and adaptable to the nature of your work.
The platform can be slow and clunky at times, especially if there is a lot of data in your doc. Notion is a comparable platform, and is more fluid and fast. Unable to send people links to specific pages/ tables- the person will see the entire doc. Limited ability to export to other formats (e.g. exporting to PDF, word, excel) unless you are willing to use packs, which are not accessible to people with non- technical backgrounds. Can only edit the doc if you sign up for an account, which makes it difficult to get buy-in for this platform from teams and workplaces that have never seen this platform before.
Organizations and individuals are increasingly being asked to do more at work. People manage more tasks and more complexity in their workday. Projects are more ambitious, complex, and collaborative. Coda makes managing, organizing, and streamlining this mass of work easy. This is the main, if not the only, tool you need to rely on to get things done.
Coda is easy to learn, share, and collaborate with team members on. I love the /shortcuts and the ability to embed tables and videos, collapse subtext, and create forms.
There are two primary areas I'd like to see improved with Coda. First, a better directory to organize company documentation for ease of reference. The second area is around excess configuration around notifications. That said, their support team is great to work with and support documentation robust.
Coda helps quickly brainstorm ideas and present them in a visually digestible way. The tool brings remote teams together and is easily adaptable to house information in many different formats.
Their customer service is just amazing. Always quick and thorough, even when we were on a free account. They always check in on you to make sure they could solve your problems.
There is a learning curve to some of the more complicated features.
It is helping us to collaborate as a team, as well as produce client facing resources.
The flexibility! Coda allows me to easily create very tailored and specific views for the multiple contexts I would like to think about numerous projects in flight and how I would want to report details on them to different audiences. Another huge plus is the amount of existing tools CODA can integrate into our existing work suite.
Coda is so flexible and powerful a tool I almost feel overwhelmed with the possibilities of where to take it! While there are a handful of great out-of-the-box templates to leverage and many support resources available, for someone without prior experience with project management tools as powerful as this one, it was a bit to get my arms around at first.
I am using Coda for Project Management: "Sprint" like task management with existing teams and reporting how those tasks translate into deliverables for different functional units on the client side.
It is a great tool for creating, updating, and tracking the progress of tasks.
It is difficult to understand at the beginning and needs time to be comfortable in using it.
It helps in keeping track of the request made by team members and track its progress.
The flexibility of Coda. It can be edited quickly.
UI is not always very intuitive to follow.
Ongoing weekly reporting that can be iterated easily.
You can configure the system the way you like to best serve your needs. Ii looks great on a computer screen - large screens are recommended It is more customisable than most other project management software
Would like to be able to have individual permissions for pages within docs and also have the ability to hide pages from certain people or groups. The only workaround seems to be Cross Doc and this sometimes has syncing issues.
We have trialled nearly every Project Management software and none suited our needs. All made us change our ways where Coda allows you to make a system that works with the way our company works. We had a very complex and interconnected Google Sheets system which worked great, but over time with more data and employees we knew we had to move from a spreadsheet system to a database. Coda has more functionality and works great and was relatively easy to roll out.
Aesthetically pleasing, fun to use. Voting and other collaboration functions are great. Searching for docs is easy. Copy/Paste is smooth without having to format
Was trying to have people edit a table with 1k+ rows and it's frustratingly slow (to both edit and browse). Also can't see who have viewed the doc.
To have a more structured doc with sections, but also making it fun to read for audiences.
The ability to share and review content so easily. Really appreciate how I'm able to review changed that my team members have made and everything is done in real time.
Sometimes it can be difficult to find things! The search function isn't always the most accurate. However, it could be how our information is set up. I think overall it's a great tool!
The biggest benefit I've realized is that it's a place to store everything i need easily. I love being able to organize my documents easily. The look of Coda is very nice on the eyes as well.
It allows you to collaborate in dynamic ways and have tables with a lot of features. It has a good user interface as well and makes sharing and working together easy.
I wish it allowed for you to share an individual page within a doc with other people and have them not see the whole doc. Notion is better for this. Also, I wish the overall navigation of docs and pages was more like Notion. Until they allow you to share individual pages, you will still end up with docs all over the place it seems.
Having tables and docs together. Having related pages right next to each other and more easily connected. Making docs more dynamic overall.
There's a lot you can do with Coda. I like it specifically for project management; the way the timelines sync with project management tables is really useful and provides a great visual. I also love the organization it provides for note taking and getting a pulse on team sentiment
I think there's a lot you can do with Coda that I'm not familiar with yet, but that's more on me then Coda. I don't like that you cannot freeze columns and rows like you can in google sheets. Additionally, if you don't click out of a cell and then close the window, you loose the text you've written. I also don't like the 'trello card' view on Coda, I don't find it nearly as useful as Trello or as the other Coda views.
Getting the whole team on the same page is a huge benefit, and that's because of the ability to zoom in and out of the details of project management. The ease of sharing the document and adding people is a bonus.
Coda makes it easy to collaborate with team members on documents and track progress on various projects.
Sometimes the documents can become overwhelming with too much information.
Coda is helpful for submitting project requests, tracking progress on multiple work streams, and sharing product updates with team members.
I love that you can create tables and trackers. It helps me stay on top of all my to-do's!
I would really love to see a Grammarly integration.
With the help of tables within Coda, I can create an out-of-office plan and assign tasks to my team.
The combination of free format documents and all kinds of table and database functionality.
The limited control of the appearance of tables and text
Keeping track of certain projects. Very easy to create any table and then base formula's on the contents of those tables. CRM selections, finance data etc.
They keep shipping new features, and the software remains fast. All the text and data are normalized so you can focus on the content.
Advanced options on some integrations can be overwhelming at first.
We use it as in Internal wiki
Incredible powerful tool to store and manage the vast majority of our internal processes and info Including OKRs, R&D, sprint planning, performance management, inventory and doc management - it has replaced many disparate tools
The learning curve for advanced feartures
Cross organizational collaboration with central repository of everything - heartbeat of the business - significant cost savings as we could retire and replace many other apps
The simplicity and ease of use is what I love. The Coda templates are so simple yet so relevant and useful. I feel the best part about coda is how simple and clean it looks from the outside but the number of customisations possible from just a simple table is far too much. It is currently my go to tool for any kind of documentation, collaboration and detailed note taking.
I think there is some amount of learning curve thats there, especially with the table filters/ columns/formulas and rules. But I guess every platform has that, so I can love with it. I feel what is missing currently is a change log for a page/document. And if it does exist then it's hard to find . Feel like they are of utmost importance while collaborating now, especially when we are in a more hybrid working style.
The templates to start with are so so easy and relevant, cuts down the time I spend in figuring out the format of any document. Apart from that just the number of format options/features that are there, makes it the one stop for most of the team's needs .
Collaboration over the cloud, Management of tasks and bringing visibility into projects and keeping them Alive are few aspects I loved about Coda!
Usage of formula can be made a lot easier. It's not possible to selected rows and copy rows from a table to another without a bit of trouble.
We maintain Pre-sales activities and notes, Company Wiki, and Management for a few projects. Easy to access and share with team members and manage permissions. The formatting options for texts and tables are great. Cross doc has made life easier to bring the existing stuff on Coda. The plugins and automation are very useful too.
Coda's use of database-like features inside docs is very robust and flexible. When combined with their automation features, this opens up a whole new world of workflow possibilities.
Coda has a lot of great features, but since it's a newer (as of spring 2021) platform, there are some seemingly obvious doc features still missing. For example, there's no word count (for highlighted sections), in-line comments/edit suggestions, and or real version management. But I expect these features will develop over time. They will have to if Coda wants to be a proper documentation platform.
Coda lets my team all work in one place, without hopping between tools for documentation and project management. Becuase Coda uses database-like tables, information can be kept up to data across docs, without anyone having to remember to update it in multiple locations.
Once you created a table you can use it in various way!
Filtering tables is not as intuitive as google sheet
I am managing my product baclog projects and weeklys