Repeatable Checklists

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Hello guys,

I’ve been looking into this for a while, but never found a clear/workable solution.
I’d like to create repeatable checklists with SoPs.
That means: a list of steps (with optional details) that can be “run” multiple times.
The classic example is the onboarding procedure to be repeated for each new customer.
Something we’re doing now with other tools (Process Street, Manifestly).

Can Coda replace these tools and is there a template to get started?

Thanks!

2

Yes, it’s possible, depending on your specific needs. Here is an example (fr)

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3

Hi @Daniele_B,

please check out this video, it will help you:

Best regards
Jannis

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