We also made some charts to follow our weekly finances.

Income table - linked to the cases table and making some cool calculations.

Cases - here we have full information regarding the case and we use it as a reference point for almost all other tables.

Just for reference, in the document we have the following tables: Of course, the assignee could easily be changed. Recently I added a button “Add task”, which creates new task linked to the case and assigned to the person adding the task.

Each case has fields such as start date, service etc. We have made a data base of all our cases (we are offering consulting services). What makes it better than todoist is the associated projects.

Today view - all task for today filtered by team member.

I recently discovered the controllers options, which is amazing for this purpose.

Last week view - these are the tasks from last week.

Tasks base - this is the big table, where we store all the tasks.If anyone knows a way to do it, I would be very thankful to know. Sending tasks from coda to todoist is easy, but I cannot find a way to make it the other way around. Now I need to go to the coda website, find the tasks section and press the button “new task”, which I have made. This way we avoid duplicating tasks.Īdding new tasks is relatively slow compared to the Todoist shortcut. Once the task is sent, it is being logged in the table and the button for sending email is disabled. I have set up automatic email, which are sent every morning with the tasks for the week. I have made an automation using the add task via email option in Todoist. I prefer to use the coda tasks when planing the week and scheduling the major tasks, because I have all the other information, which I need to make a decision. we have added all the fields like task description, notes, due date, priority, asssignee etc.It is linked to our cases from other table, which is like the project in todoist. practically replicated the todoist structure in a tasks table.I found the topic, because I am also looking for ways to integrate Coda and Todoist.

Integrate notion with todoist