We are getting lost at times when trying to figure out was something discussed in Slack, Email, or Jira issue comments. We also use Slack, but are increasingly jaded as our team grows since Slack is hard to set up with good context to our company structure. That is much too easy an item for a Jira Issue, but all the same is good for a task, so Joe won’t forget! But we did have a need for a “lightweight” task in our day-to-day operations, for example with things like “Hey Joe, I need a copy of that invoice” and so forth. ![]() However, it was impossible to see them together in one area, and Confluence tasks were tough to get into a team members’ dashboard, so they were unfortunately not useful to us. tasks in Confluence, that could simply get checked off when done.I am coming over from Atlassian, and one issue I had there in my Confluence/Jira set up is there were in fact two types of assignable tasks in that suite: I’m hoping to create a new ‘class’ of task in my coda that is a lightweight todo. I am also interested in trying to set up via both API’s a two way sync, here is what I’d like to do: The best thing - all this data is interconnected. Clients base - here we have the contacts of the people we work with and the information about the company.For example when we register new company, we get submission number, which we have to check every day. Case specific bases - these are linked to the case base and have specific information based on the type of information.This tables are made based on the templates provided by the Coda team (Thank you!). We have made a lot of rules here to avoid sending incomplete emails. Automatic email - it consists of 1) canned responses in html, 2) archive table and 3) sending emails.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.
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