Beyond Excel III: Applying Coda to Real-Life Projects, CRMs, and To-Do Lists

Discover how leading companies like Uber and Spotify are revolutionizing project management and operational efficiency – and it's not with spreadsheets! This class, the third in the Beyond Excel series, dives into the power of Coda for streamlining your business.

What You'll Learn:

• Ready-to-Use Coda Templates: Implement practical templates today to effectively manage your projects and teams.
• CRM Template: Organize your business and personal contacts with a powerful CRM template designed for Coda.
• GTD-Inspired Productivity: Master the Getting Things Done (GTD) methodology with a Coda template inspired by David Allen's framework.
• Complex Project Management: Learn to manage intricate projects using a template developed by Uber's Project Carbon team.

Who Should Take This Class?

This class is perfect for entrepreneurs, freelancers, and businesses seeking a productive alternative to expensive software. Learn how to leverage SaaS tools like Coda to boost your efficiency.

Prerequisites:

• Create a free Coda account using your Google account via this special link for Skillshare subscribers.
• Highly recommended: Complete Beyond Excel I and Beyond Excel II for a solid foundation.

About Coda:

Coda is a versatile workspace that combines the functionality of documents, spreadsheets, and apps. Companies like Uber, Spotify, and Betterment utilize Coda templates in their public gallery. This class unlocks the potential of these templates to transform how you run projects, manage to-do lists, and build your CRM. Coda is currently in beta and invite-only, but Skillshare students receive free access.

Steps to Get Coda (Free for Skillshare Students):

1. Register: Sign up with this special link for Skillshare subscribers and click "Sign in with Google."
2. Integrate: Follow the on-screen prompts to connect with Google Drive.
3. Access the Class Doc:
   • Option 1 (Copy): Copy the document using this link.
   • Option 2 (Open): Open the document via this link (it will initially be "View-only"). Click "Copy Doc" in the top-left dropdown menu next to the document title.