SkillShare - Beyond Excel II: Building In Coda to Help Your Team and Clients

SkillShare - Beyond Excel II: Building In Coda to Help Your Team and Clients

Intermediate level

https://www.skillshare.com/classes/Beyond-Excel-II-Building-In-Coda-to-Help-Your-Team-and-Clients/1717795923

About This Class

Automate and streamline your workflows with Coda, a platform to your track projects, teams, product roadmaps, and more. This is the 2nd class in the 3-part series called Beyond Excel.

WHAT YOU WILL LEARN

How to create a single source of truth for all your important data

The core components of Coda to streamline project updates for your clients and within your team

How to process, summarize, and present data in a compelling way for your audience

Create a user-friendly database that both your internal team and external clients can view and edit

PREREQUISITES

Create a free Coda account by signing in with Google using this special link for Skillshare subscribers

Highly recommend taking the 1st class in this series: Beyond Excel I: Productivity Tools for Lean Startups, Entrepreneurs, and Freelancers

Copy the doc to for this class to follow along with the video lessons with this link or this link

ABOUT

Most teams find themselves stuck copying/pasting between Excel, Word, and PowerPoint. We need a better way to manage structured and unstructured data. What if there was a browser-based tool that could give you the same functionality as these archaic tools but give you the power to create your own apps?

This class will show you how to use Coda to build fully-functional tools for your teams and clients (without needing to be a coder or developer).

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

Make sure you have a Google account

Follow the on-screen steps to integrate with Google Drive

Open the Class 2 doc via two methods: 1) Copy from this link or 2) Open from this link (It will say "View-only" in yellow)

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):