Hi @Carl_Haugen
and welcome to Coda Community! 
I’m happy you understood the power behind data modelling and data interaction in Coda and indeed there are some best practices.
For task templating, you might have a look at (but there are many):
However, you are asking how to structure quite a complex application and perhaps it would be better to understand the overall implications and requirements from the actual use-cases perspective.
Data modelling, data segregation, audiences (type of users), views and interaction, subpages and/or cross-doc, data quantity, …
If this is something you aim at building on your own, my suggestion would be to start doing it with a step-wise approach of use cases: templating, automations, local and global views, etc…
Otherwise, if you need a more structured design and help, you might ask for a Coda expert @Connor_McCormick , @Paul_Danyliuk , @joost_mineur, @Christiaan_Huizer, @lars_hofstetter_10TIMES_io among the others in the community, including myself: feel free to ask, in case.
Cheers!
federico