How to Recreate Coda Templates in ClickUp

If you are moving from Coda to ClickUp or want to organize your work in a more structured way, you can recreate powerful Coda-style templates using ClickUp features like Docs, tasks, and custom views.

This how-to guide is based on the best practices and examples from the ClickUp blog article on Coda templates, adapted into clear, repeatable steps.

Why Rebuild Coda Templates in ClickUp

Many teams start with Coda pages for quick lists, planning docs, and project frameworks. As work grows, you may need more robust project management capabilities, which is where ClickUp shines.

Recreating your favorite Coda templates in ClickUp helps you:

• Keep documents, tasks, and goals in one place
• Turn static pages into actionable workflows
• Standardize processes across teams
• Use automation, views, and reporting around the same information

Before You Start: Plan Your ClickUp Workspace

Before building templates, map how your Coda content will fit into ClickUp. This prevents clutter and keeps structures consistent.

1. Identify your main work areas

   Decide what should become Spaces, Folders, Lists, and Docs. For example:

   • One Space for Marketing, one for Product, one for Operations
   • Folders for major programs or departments
   • Lists for projects, sprints, or clients
2. Group similar Coda templates

   Gather Coda pages by purpose, such as:

   • Project kickoffs and briefs
   • Meeting notes
   • Performance and goals
   • Knowledge bases and SOPs
3. Decide what becomes a Doc vs. task structure

   In ClickUp, a single Coda template might turn into:

   • A Doc only (for reference content)
   • A Doc + task List (for workflows and checklists)
   • A List with custom fields and views (for databases)

Step-by-Step: Rebuild a Coda Project Template in ClickUp

Follow these steps to recreate a typical Coda project or planning template in ClickUp and turn it into a reusable system.

Step 1: Create a Project List in ClickUp

1. Choose the appropriate Space for your project, such as Marketing or Product.

2. Create a new Folder if needed to group several related projects.

3. Add a new List and name it after your project or template, for example, “Product Launch Template”.

This List acts as the main container for all project tasks that used to live as tables or sections in Coda.

Step 2: Turn Coda Sections into ClickUp Tasks

In many Coda templates, each row in a table or each checklist item represents a piece of work. Convert these into tasks in ClickUp.

1. Review your Coda template and list all actionable items.

2. In your new ClickUp List, create a task for each major work item, such as:

   • Define goals and success metrics
   • Research audience and competitors
   • Draft content or specifications
   • Design assets
   • QA and launch

3. Use subtasks for steps that always follow the same pattern, like review and approval.

Step 3: Use ClickUp Custom Fields for Coda Table Columns

Coda templates often rely on table columns for attributes like status, owners, timelines, and tags. In ClickUp, replicate these using custom fields.

1. Open your List and click to add Custom Fields.

2. For each Coda column, create an equivalent field such as:

   • Dropdown for project phase or priority
   • Date for due date or target launch
   • People field for owners or reviewers
   • Text or number fields for budgets, estimates, or links

3. Apply these fields to all tasks in the List so your data stays consistent.

Step 4: Build ClickUp Views to Match Coda Layouts

Coda pages can show the same data in different layouts. Recreate these perspectives using ClickUp views.

• List view: For detailed planning and filtering.
• Board view: To see tasks by status, phase, or owner.
• Calendar view: To map deadlines and launch dates.
• Gantt view: For timelines and dependencies.

Set up filters and groupings that match how you reviewed the data in Coda, then save them as default views for the team.

Create ClickUp Docs Based on Coda Pages

Coda is often used for long-form documents, frameworks, or playbooks. You can convert these into ClickUp Docs and tie them directly to work.

Step 1: Create a New ClickUp Doc

1. Open the Space, Folder, or List that should own the document.

2. Create a new Doc and name it after the original Coda template, like “Sprint Planning Template” or “Product Requirements”.

3. Use headings, tables, and callouts to mirror your original structure.

Step 2: Turn Doc Sections Into Actionable Tasks

One advantage of using ClickUp over a static page is that you can link writing directly to tasks.

1. Highlight key checklist items or decisions in the Doc.

2. Convert them into tasks or link to existing tasks in the same List.

3. Use comments inside the Doc to track feedback and mention owners.

Step 3: Save Docs as Reusable ClickUp Templates

Once a Doc matches or improves on your Coda version, save it as a template in ClickUp so others can quickly reuse it.

1. Open the Doc options menu.

2. Choose the option to save as a template.

3. Name the template clearly and add a short description explaining when to use it.

Build ClickUp Templates for Meetings and Recurring Work

Many Coda templates cover recurring ceremonies like weekly check-ins, sprint reviews, or one-on-ones. You can standardize these inside ClickUp.

Meeting Notes in ClickUp

1. Create a dedicated List for your meetings, such as “Team Meetings”.

2. Make a master task or Doc with your preferred agenda outline.

3. Save it as a task or Doc template to reuse each week.

4. Include sections for agenda, notes, decisions, and action items. Convert action items into tasks directly during or after the meeting.

Recurring Processes in ClickUp

1. Take your recurring process from Coda, such as monthly reporting or onboarding.

2. Create a task with all required subtasks in ClickUp.

3. Set it as a recurring task (weekly, monthly, or custom).

4. Optionally, save this as a task template so it can be launched on demand.

Tips to Improve Your ClickUp Template System

After you recreate your Coda templates, refine them using additional ClickUp features to improve usability and adoption.

• Add descriptions and examples inside task and Doc templates so teams know how to use them.
• Use checklists for lightweight steps that repeat often but do not need full subtasks.
• Apply automations to update fields, assign owners, or set dates when tasks move between stages.
• Share templates with the right Spaces and Folders so teams can find them easily.

Next Steps and Helpful Resources

For a deeper understanding and concrete examples of how Coda pages translate into ClickUp workflows, review the original guide to Coda templates on the ClickUp blog. It showcases scenarios like product planning, roadmapping, and collaboration patterns that you can mirror in your own workspace.

If you need professional help designing scalable systems, automation, or information architecture around ClickUp, you can also explore consulting services from Consultevo, a productivity and process optimization partner.

By methodically mapping Coda content into Lists, tasks, custom fields, Docs, and views, you create a stronger, more connected work hub in ClickUp that supports both documentation and execution in a single platform.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`