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Coda Tutorial for Planning & OKRs
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Coda Tutorial for Planning & OKRs
Coda Tutorial for Planning & OKRs
Coda Tutorial for Planning & OKRs
1. Build a basic OKR doc
1.1 Creating the basic OKR doc
1.2 Adding org structure to the doc
1.3 Creating custom views of your OKRs
2. Support your planning process
2.1 Top-down guidance
2.2 Bottom-up planning
2.3 Integration
2.4 Final presentation
2.5 Reflection
3. Run the process
3.1 Locking down a doc
3.2 Sharing with your company
4. Drive execution
4.1 Continuous status updates
4.2 Create OKR dashboards
4.3 Integrate OKR and dashboards into your team hub
Best practices
Drive better decisions faster
Automate the OKR process
Creating views to debug your key results
Advanced features
Multi-quarter planning
Jira OKR scoring
Working Code
Activity Detail
Date Controls
Goals
Untitled
Gear
Databases
DB Sync Activities
DB Achievements
DB Activities
DB Months
DB Types
Untitled
Controls for Months
Example Document
My Achievements
My Swims
My Runs
My Rides
Year Breakdown
Privacy Policy
Tracking dependencies
Common problems and how to fix them
Resources and templates
Want to learn more?
Advanced features
In this section, we will demonstrate some advanced features Coda provides. They are optional.We recommend only apply these advanced features after you have already used Coda for your OKRs multiple planning cycles.
Multi-quarter planning
Planning is an ongoing process—adapt your doc to work over multiple quarters.
Jira OKR scoring
Update your team’s progress automatically based on data in Jira.
Tracking dependencies
KRs often require support from another team, so model the dependency explicitly.
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Advanced features