Coda Tutorial for Planning & OKRs

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Coda Tutorial for Planning & OKRs

Coda Tutorial for Planning & OKRs

4. Drive execution

4.3 Integrate OKR and dashboards into your team hub

You live in your team hub; your OKRs should, too.

Don’t get me wrong, this OKR doc is awesome, but after planning is over, how much time will you spend in it really? With Coda, you can integrate your OKRs and dashboards into your day-to-day execution. Most companies using Coda have their teams working out of team hubs — a team hub is the document equivalent of a home for a team. A team hub has everything that a team needs: their tasks, roadmaps, writeups, a knowledge base, and their OKRs.

In this tutorial, we will show you how to use a feature called Cross-doc to link the OKRs of a team from the central OKR doc into another Coda document (in this tutorial, we’ll use the team hub). Updates in either document will automatically be synced to the other document. That way you can update your OKR scores from your team hub, while doing all your other tasks there.

In a similar way, you can set up your dashboards in the team hub. Or, for what it is worth, in any other Coda document.

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⭐ What you’ll get

Your OKR doc inside your team hub (or any other Coda document).

💼 What you’ll use

Cross-doc

Filters

Embeds

Two-way sync

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1. Pull your OKRs into other Coda docs.

You might want to pull it in to you 1:1 docs or task planners. For our tutorial, we will use a team hub.

Open another Coda doc or create a new one.

Create a new page and name it OKRs.

Click new page at the bottom of the left hand nav.

Name it OKRs

Type “/cross-doc” in the canvas. Select the Cross-doc Pack.

Click Add to doc.

Search for the name of your OKR doc in the top righthand corner.

Click the name of your OKR doc, then select the Key results table and drag it into the canvas

Your Key results table will load into your new page.

Also, drag and drop the Objectives and Teams table and drag it into the canvas

Cross-doc the Teams table into your doc

Type “/Cross-doc” in the canvas.

Search for the name of your OKR doc in the top righthand corner.

Click the name of your OKR doc, then select the Teams table and drag it into the canvas

Your Teams table will load into your new page.

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2. Filter to only see your team’s KRs.

Because you brought all your OKR info (key results, objectives, teams) into your other doc (in our case a team hub), you can filter in that new doc. We show those steps in this step.

The benefit to doing it this way is you keep your OKR doc streamlined. That being said, you will need to do this filter process in each of you docs.

Tip: You can also do the filtering in your source OKR doc by creating filtered views there and cross-doc’ing in that view instead of the full KRs table. This method may mean creating many views in the source doc, but it means you can securely limit what each team has access to in their own docs (for example if you only want them to be able to edit their own KRs).

Filter your cross-doc table to show only your team’s key results

In the Key results table that you added via Cross-doc, select Options in the top righthand corner of your table.

Select Filter.

Click Add filter, then Teams.

Set the filter to Contains, then select your team’s name.

Now you’ll only see your team’s KRs in the table.

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Hide the columns you do not want to see in your team hub. You will notice that cross-doc added a Row column in each cross-doc table - that is the source of the row in the OKRs doc, but you can hide it for now.

Tip: If you want to see different views of this table (like charts), you can follow the steps in

4.2 Create OKR dashboards⁠

right in your team hub!

3. Update your OKR status with two-way sync.

What’s great about adding OKRs to your team hub or other respective docs is that you can update your OKR status directly from your team hub, sending changes back to the main OKR table. We highly recommend doing this during your weekly standup to keep everything up to date.

First, you will need to enable two-way sync

Click on the drop-down button next to Refresh button for the Key results table. Select Settings.

In the Sync tab, under Two-way sync, toggle it to On.

Change Send edits automatically to On.

Select the KR that you would like to update.

e.g. let’s change the Status to Yellow and move the progress bar to 85%.

Go check your original OKRs doc to see how it updated.

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Congratulations, now you are ready to have your OKRs follow you wherever you go (in Coda). If you want your OKRs to follow you towards other tools (like Jira), hop on to the next section of the tutorial.

Now what?

Bask in the glory of your new status as a planning AND execution expert. Prepare yourself for two things:

The most productive quarter of your life.

An onslaught of request for advice (and interviews 🎤 🤩) because you are a star!

If you really can’t get enough learning, check out

Best practices⁠

and

Advanced features⁠

to go from expert to...uh...next level expert!

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