Connect and collaborate with 11 free Coda + Slack templates
Take collaboration to the next level.
Rachel Ding
Solutions Architect at Coda
Connect and collaborate with 11 free Coda + Slack templates
By Rachel Ding
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Productivity · 5 min read
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1. Task tracker: Keep your team in the loop.
Want to notify your colleagues that you’ve completed a task? This template lets you do just that, which comes in handy if your Slack workflows have a lot of dependencies or any completed tasks require immediate review/QA. Enter your Slack channel in the text box and add tasks, owners, and statuses. When a task is done, just click the Notify channel button to let everyone know.
2. Standup notes: Send summaries of your daily meetings.
Standups are a quick and easy way to align your team on everything going on that day and week. Rather than writing your standup summaries, have Coda AI take care of it for you. It can also pull out individual action items, which you can then add to your team’s to-do list.
3. Summarize Slack threads: Get up to speed on the conversation.
Slack conversations can quickly grow into the hundreds of messages. If you’ve suddenly been tagged in the thread, reading through all of them to get the necessary context is both time-consuming and frustrating—especially if you’re the one who has to fix a problem or make a decision. This template lets you paste a link to a long Slack thread into a table, then has Coda AI and the Slack Pack do all of the work to summarize it in seconds, right in the same doc.
4. Send meeting agendas: Set meeting expectations.
Make the meeting agenda creation process more democratic and interactive. You and your colleagues can add topics, vote on your favorites, ask questions, and identify important talking points. Once the agenda is finalized, simply click Send Meeting Agenda to share it with the team via Slack.
5. Launch calendar: Stay on top of upcoming releases.
Make sure your whole team is up to date on the latest launches. Simply input your upcoming launch dates into the table provided, set their current status, and compose your Slack message in the text box. When you’re ready to update your team, click the Slack notify button, or create an automation to put your launch notifications on autopilot.
6. Schedule your team: Manage your support queue.
Any team that deals with support tickets should have this template in their back pocket. Set up an easy-to-use system that keeps everyone on top of their support schedule by automatically sending private reminder messages via Slack. Clicking on Remind will send a message to the person on call, but you can also automate that workflow if you prefer.
7. Channel directory: Find what you need, faster.
Ever spent way too long searching through your company’s list of Slack channels for the right one for your specific question or project? We’ve all been there (particularly as new hires). With this template, which acts as a kind of reference library for all things channels, you can easily find the one you’re looking for. And once you do, you can join it directly from the doc with one click. Team members can also upvote their favorite channels and add helpful details with columns like Purpose, Topic, and Owner.
8. Quarterly kudos board: Celebrate a job well done.
Everyone appreciates a pat on the back. Recognize colleagues who have made notable achievements, exemplified team values, or invested time helping others succeed over the past quarter. Once you’ve written your kudos, share with your entire team via Slack.
9. Plan a conference: Nail down the details of your next event.
Organizing an event involves a lot of moving parts, from reaching out to speakers, finalizing sponsors, selecting vendors, and dealing with last-minute changes. Tame the chaos by keeping your team aligned on what needs to get done and when, all in one place. Most likely, you’re already chatting all things conference in Slack, and this doc allows you to request specific updates as the big day gets closer.
10. Project management: Summarize upcoming tasks.
If you’re working on a project with several team members and constantly going back and forth on Slack, it can be extremely helpful to have a “home base.” Build a one-stop shop for all of the project tasks you’re juggling, letting everyone see the status of key tasks and stay up to date on milestones and deadlines.
11. Automate onboarding: Set new hires up for success.
Ready to bring a new team member onboard? Help them manage all of their logistical to-dos, including benefits enrollment, IT setup, etc., in a single calendar, complete with automated reminders. Oh, and it’ll congratulate them on every completed step, giving them a positive employee experience right out of the gate.
Connect and collaborate with Coda + Slack.
Take collaboration to the next level by integrating your Slack workflows with Coda’s powerful docs that do it all. With our Slack Pack, you can keep the work conversation going across tools and teams without missing a beat—or a deadline.Related posts
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