How to Organize Your Coda Workspace

‍

‍

To organize your Coda workspace effectively, follow these steps:

‍

1. Start by grouping related documents in folders to keep your Coda workspace tidy.
2. Star your most-used documents for quick access. Just click the star icon next to any doc you need regularly.
3. Use clear, descriptive titles for your docs. A well-named document saves everyone time when searching later.
4. Create informative cover pages to provide context.
5. Distinguish your docs visually with custom icons and color themes. It makes finding specific documents much faster.
6. Insert a Table of Contents for easier navigation, especially in longer docs.
7. Break up your docs into logical sections. This creates a clean structure and helps readers find information quickly.
8. Click 'Templates' to access pre-built reports, tasks, and trackers you can customize and reuse across projects.
9. Use filters to view only the documents you own or have recently edited, making it easier to focus on what matters.
10. Turn successful documents into templates for future use. Click the menu options to convert any doc into a reusable template.
11. Share your docs with others by clicking the 'Share' button. Set appropriate permissions for collaborators.
12. Invite team members to collaborate on your documents. They can edit, comment, or view based on your permissions.