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

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
Create a free Coda account by signing in with Google using this special link for Skillshare subscribers
Highly recommend taking the first two classes in this series: Beyond Excel I and Beyond Excel II
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.
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
Register with this special link for Skillshare subscribers and click "Sign in with Google"
Follow the on-screen steps to integrate with Google Drive
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)
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):