Drag-and-drop Templates

Who needs template buttons?

While Coda has a seemingly endless number of building blocks to make your own custom docs, workflows, templates and other resources, they’ve also codified their most frequently-used combinations into drag-and-drop templates

You can use drag-and-drop templates to quickly add everything from a table to track your UPS, FedEx and USPS packages, a task board, a project brief or even a quick “Hey, how’re we doing?” sentiment tracker for your team.

If you know which template you’d like to use, you can use the / command in Coda to just start typing things like /pulse to quickly add a template for gauging team sentiment.

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If you prefer to browse, simply click the ‘Explore’ option in the upper right hand corner of your doc.

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Note that these templates are not user-definedーthey’re universal. If you do configure your own solution, you have a few options to duplicate it as needed for your ongoing use:

For a single page: If your template takes up a single page, you can hover over the page in the left hand nav to expose an ellipsis menu icon; click it and select “Duplicate” to copy the page

For an entire doc: If your template spans multiple pages, you can insert a “Copy Doc” button anywhere in it to quickly spin up a copy for future use

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👉 Next:

Buttons & Automations⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.