How to Create a Sprint Planning Doc in Coda

Quick summary

This tutorial shows how to create a sprint planning document in Coda by setting up a structured table, configuring a Board view, and sharing it with your team for real-time collaboration. In just a few steps, agile teams can organize backlogs, track task status by sprint, and centralize sprint goals in a single living document.

Steps

1. Go to Coda.io and click "New Doc" to start a fresh document.
2. Name your document (e.g., Sprint Planning) to keep it organized and identifiable.
3. Click "Insert" and select "Table" to add a structured data table to your doc.
4. Add relevant columns to your table to capture key task details like assignee, priority, and due date.
5. Click "Options" and choose "Board" to group tasks by Status or Sprint Number for a visual kanban-style layout.
6. Create a "Backlog" or "In Progress" section to categorize and track task progress across the sprint.
7. Add sprint goals and notes to document objectives and context for the team.
8. Click "Share" and assign roles to enable team collaboration on the sprint planning doc.