Hello everyone and welcome back to another video it is francesco here. So today's video on the keep productive of youtube channel
We're bringing on Al Chen who's going to talk us through how to build a goal tracking
Application inside of coda now. I'm very excited because our it's someone I've known for quite a while
I'll create skill share videos on excel and now he works with coder and actually didn't realize I knew him until a few months ago
Where I sort of connected the dots because I watched some of his skill share videos
Actually my wife watched some of his skill share videos, too
And then I made the connection that those two were the same people
But it's great to have a LAN and I'm really excited for him to dive into goal tracking
Please do remember in this video you can get the template for this below in description
So if you just want to take this goal tracking template
Then you can and the brilliant thing is if you want to build it yourself
Owl is gonna do this from scratch? So in today's video we're passing over to our from coda
Thank you very much guys, and I will see you guys very very soon Cheers
Hi everyone
My name is Al Chen from Koda and I want to thank Francesco for giving me the opportunity to
Talk a little bit about how to build apps and Koda today
So some quick background about myself
I have actually been I'm a heavy Excel user Microsoft Excel and I've been blogging about Excel since
2012 I believe and here's my blog about Excel which I kind of maintained separately from Kota
So check that out if you're interested. I also answer quite a few questions on Quora also relating to Microsoft Excel and
databases and coda
And finally, I teach a few classes as you can imagine about excel on Skillshare
I have three classes and I also have a few classes about coda as well and
Francesco also is quite the Skillshare teacher
I actually met or found out about Francesco through his skill share and
definitely check out his channel for additional classes about notion and things 3 and other
apps
Today we're going to be talking about
Building an application in Kota. You may have seen Francesco do a few videos about Kota already and
my one of my jobs actually at Kota is to help our users build completely new applications in Kota and
That's what we're gonna do today. We're going to build a very basic
But can be complicated sometimes
goal and pasok tracker and we're gonna start off very simple and then move on up to
Building this whole application eventually. We'll see how it can work for you for task tracking and
again, my background is
Spreadsheets so I hi tend to think about things in spreadsheets
structured data
structured data
tables
Lists, so on and so forth and I generally don't think about things in terms of general note-taking like you might see with other typical
apps
The reason why is because eventually if you take all these notes
You'll have to store these notes somewhere in some kind of table or structured form
so that's why I tend tend to stay in Excel or
coda because I like to think about data being in tables a lot of times I
Actually got a lot of inspiration for this
Doc or at this application we're going to build today from watching Rebecca Ford's tables together an ocean video
she talks a lot about how you can use tables in notion and
I like to also I thought some other concepts were very similar to how you can build tables in Dakota and it should also mention
I think crafty base as well in her video, so
Let's go ahead and get started
Before we actually build the actual master tasktracker
I'm going to create a section here called months and I'm going to build a
Create a really simple table
Called months and let's go here. Let's create a month's table and this is going to be for when we want to actually
Put in all the months for our given goals and tasks
I'm gonna call this the full month and we're gonna start writing. This is actually gonna be a date format
So when I change this to a date format and let's start with November 2018. So let's go with number one and
I don't like this format
So I'm going to change this actually to be the full month
And then the full year layout like that and to save us some time
I'm just gonna copy and paste all the months I care about from a
Separate doc so we don't though if you have to watch me do all this. So now we have everything from November through December
I was in Manila because you can see everything here
Mmm, great so let's actually start talking about our goals. So actually let's first name our doc to something more interesting
Let's call this our goal tracking app with Francesco
That's actually had a little fun emoji here
All right. Mm-hmm
So we have our months now, let's actually tack on our goal types, so
our goal types can
range can be anything you want, but I have specific goal types I use for my goals and
I'm gonna call this column type name again. We're building another table for goal types
This will be the detailed about that goal type. And the reason we have this table list because we want to be able to
Classify all our goals with a specific type, right? So we might start with things like health might be a type
writing
teaching
What else do we have here? Oh, I have reading and family
I'm just gonna copy and paste some type details
So if you want to get some more detail about these specific types
I can cop I'm gonna cut putting things like I want to increase my
Squat to 3 plates or I want to write and publish one blog post per week
So these are just details about these specific goal types that I want to accomplish. Oh
Right. So now we have our kind of helper sections or helper tables
I'm going to create our master or goal tracker. Now. Let's call this master goal tracker
Let's add like a nice fun emoji for this. Let's give it like a nice
heart eyes
And the smoothness at the very top of our our our application and Koda
So let's figure out what kind of things we want to add to our table of our all our goals. So
Again, let's call this master goal tracker
Hmm and let's call this column goal detail. Again. Everything I'm doing right now is just in tables, but you can also add ad
Text to the canvas here and we're going to talk a little bit more about that in a bit
but for now when I generally build applications in coda, I always start with building tables first because again, I think in structured data
Lists tables linking things together. That's just kind of how why coda is really powerful for when you're linking to get data together
So the gold detail let's say I want to try new
workout
class
Do 20 push-ups?
Write a blog post today
You notice how these are very individual that's actually collapses for a little bit so we can focus on the real main real estate
These are specific goals. I want to accomplish at a certain time. Not sure when
but how do I actually put together link the
The goal types from here into this master tracker because I want to assign this goal to a specific goal type
so I'm gonna call this column goal type for now and
Look what happens with this specific column form if I change this con format to lookup from table. I
Can actually select one of the tables that I have created ready
And I've only created three tables just master goal tracker months and goal types
I want to click on goal types because I want to bring in to data from goal types
so I click on goal types you notice now that the
selection list
Contains the five gold types that we have from this table right here
So if I click on writing or health or highlight health though, so it shows that the type name as well as the detail
but I click on
Highlight teaching. I was show teaching and type of detail
Excuse me
So let's just copy and I'm just gonna call this one health. This one is health. This one is writing
And I'm just going to copy and paste a few more goals from either Doc here
So we don't have to you don't have to waste time
Watching me
right So let's but these in here so these are all selected and let's think about a timeline of what I want to accomplish these goals
and
We're gonna create a different type of column format this time in this this column. It's going to be a select list
Or is it right here? And we're gonna call the flexible options will be today
So these are goals I want to get done today
And then let's have another option as future and let's say all these are today
Maybe take another social skills and classes for the future
Reacting a for today today and now we kind of have like the very basics of a master or goal tracker now
I'm gonna add a few more columns to make this a little more interesting and well, I'll show you what those are right now
So let's add a start date column
We're going to change this to be a date column. And this is what I want to actually start working on this this goal
I'm gonna copy these dates again from another table so we know have to watch me select
I just for some reason change this to a select list, it's good. Maybe get back and
Here we go. So these are all specific dates now and
Let's also do another cool format called duration. How long do I expect this had all under estimate?
This goal to take it could be 16 days, it could be 14 days, who knows but
this gives you a way to actually mark off how many days this task will take or this goal will take in this case and
let's actually make this a little bigger so we can squash all our data in one column and
Let's also put an end date. So this is kind of like saying, okay
This is what I want to finish my goal by. Let's make this also a date and I'm going to again copy
Data again from another table here
so you have to watch me type in to a bunch of dates and this is probably gonna change this to
A date format already. Yeah, that's great. Let's close just a little bit
All right, just a few more things and then we're gonna be good to go
so let's add in a
Month when I want to complete a date complete the goal. Let's call this month and
I can so use the lookup column format and
Select the months table that I created over here. And now all these options will become available for me to select in
this
drop-down
So I'm going to select November here and let's make these all December
I'm just going to copy this all these down and I want to change. Let's see here. Actually, you know what? I'm going to
Make this a little different. I don't want to have this format. I'm gonna change this to be a regular text format
I'm going to show you why in a second because I want this to read out
the month and the year
So what I'm gonna do is actually write a formula that adds
In the month from here and also the year from here into this column, so I'm gonna write equals
month name of start date, so
That's great and then I'm going to do a
plus a space and then plus year and
Then do start date again. So now the formula is basically saying take the month name of the start date
which is gonna be November in this case plus a space then also add in the year from the start date enter and
Now I have like the nice
full word plus the full year format and then finally, let's add in a
scale column this gives me a nice visual way of saying like
How far am I getting along with let's actually call this progress
How far am I getting along with finishing this this goal? I'm gonna make this like a nice little thumbs up
let's say I want to deal with this maybe like this one's for
And it's just a kind of a nice fun way of
Showing the progress of a goal instead of having to write like done or in progress stuff like that
Okay, so this is all good but what if I want to add a bunch of new goals to my
To my
Master goal tracker I'm going to have to you I want to use a template and this is the temple
I'm gonna use my I'm gonna create a bunch of goals based on these gold types. So up here
I'm going to write something like let's say I want to add
goals
For and I'm going to make this all a bunch of of
dates, so I want to be able to tell Kota I want to add like
five new goals for a given date and I want that date to be something I define and again everything code is very
customizable so which is why I'm going to show you how to use a control which and then also a
select control
so we're gonna call this select month and we're gonna make these selectable options equal to
Let's see here the months. So now if you remember the months table comes from this guy right here
all these months so if I made these
Recycle options here months this means everything in this
Select drop-down is something I can choose from that month's table? So I'm gonna select November for now
She does this make this
General rate tells 19 just to make this example more clear
I'm gonna make this a little bigger so you can see the add a nice nice little emoji here
Let's do this rock sign one
Alright and then for
What's the timeline let's call this we're gonna make another drop-down. Let's make this a control select list and
Let's call this one. Let's see select timeline
And the select circle options are today or the future
And again, this is matching up with what's in this timeline here
so let's say I want to do these are for I want to set make goals for the future and
Here's like the big final step we have to take in order to add
All a bunch of rows at the same time for a given
a
given template so I want to do something here called a button and
This button. We're going to call this ad
goals, so this is going to be the most complicated formula you're gonna see but the reason why it's a little complicated is because
Again, we want to give I want encoder you want to we want to give you ability to make things as customizable as possible
so that's why this formula is gonna look a little bit crazy, but
what it essentially going to do is take all my goal types add a bunch of rows and then
set the date to this and set the
Timeline to that and you'll show you what this looks like right here. So I'm going to write a formula for this button that is
Here equals
Okay, I show you that's it for this one no
All right. Here we go
So if I write equals
formula
map and
we're what we want to do is go through all our goal types right here and
I want to for every single goal type. I want to add a row to my
Master or goal tracker, so I'm going to write master goal tracker here
And what I want to do is I want to set each goal type in my master tracker table to equal
The let's see here type name and
What's that what this is saying is I'm setting the goal type here equal to the type name
From the goal types table again. This is all very customizable so you can do whatever you want
Your there's just one example of how to do this. I want the time line, which is this column to
equal the
the time line the Select timeline control, which is set here and
then finally I
Want the start date to be equal to the select month?
Which is this guy right here so you can see how all these highlights everything is kind of linked together now
And I think I want to do this to text so I can make this like actually show up as text
and
I think we're missing
There we go, all right and I'm gonna make this green button let's give this a nice smiley face
And here we go. Let's let's click on this button and see what happens. So
You'll notice that it automatically added a bunch of rows and it added them based on the five different goal types that I outlined
Right here
Health writing teaching reading daily it also set the time line to be today, which is what I said up here. The start date is
Set to January 1st 2019 which is what I wanted
And this is all ready for me to play around with now in terms of estimated time
This is something that you can set for yourself. If you want, I will set a default. Let's say of 7 days
Right and then I
Should let's see what happens end date
actually
We could change the end date column to be a formula as well
Because what we're gonna do is we're gonna set this end date to be a start date plus the estimated time
So now this is all formulaic just like you might have an Excel or Google sheets. So
Start day plus estimated time equals the end date column
so let's actually delete all these rows again and let's try it for a different type of
Goal type let's say let's say we want to do for the brewery. Dozen 19
these are gonna be future goals since these are this is a kind of way on the future now if I hit add goals
Now this whole table fills up automatically with the goal types set the future for February
you notice how the default value for estimated time is 7 days and
end date automatically goes out to the number of days that you estimate here and
the month is still have array and now you can go in here and start adding in new goals like
You know eat healthy here
So on and so forth and ever you can go on and be on your way
So let's delete these rows for now. This is so this I got this
concept actually
from watching for SCO's video about creating a bullet journals where you have a table of
data that you want to replicate a few times and you
can do that by putting it into this table right here by using a button and it automatically adds that template if you will of
Rows from the other table into your master gold tracker
Okay, so we are almost done
A few less things we're gonna do before I show you some of the views that you can build off of this master goal tracker
Is the ability to link in?
This thing Lincoln other applications such as a Google Calendar or Gmail so we have this up this
feature called packs and
I'm going to add a pack for
It see here Google Calendar
I'm saying to install I'm gonna use my this email address. Okay all set
alright
So now I can actually use my dock with Google Calendar. I'm going to add a brother a column
I'm going to call this kick Google Calendar
Actually, no. I'm going to create a button rather create a button and
This button is going to be calendar
So this will allow me to add a specific goal to Google Calendar, so if I just
Let's say here. I'm going to call this
Add to my Cal
And I'm going to actually change this Google Calendar create event and now I can actually specify
the
Calendar event. I'm going to create on my Google Calendar use my Google Calendar and
So let's say that the summer Rae is going to be goal detail
just the first column my table, which is right here and
Then the start date is going to be just start date end date
Is going to be end date. We had all that ready and
That should be it. Let's actually give this a try and see if it actually
Ends up adding. I should have this make make this little a nice little color here
Let's make this green. Let's give it a nice tick box checkmark. All right, so let's say I want to add
Read 1984 by next week to December 1st
It's gonna take 21 days complete and then to this number 20 a second by add just to my Cal
1x function performed if I go to my Google Calendar now, this is for November. Let's go to December
Well, it looks like it's not showing up just yet maybe if I refresh my calendar
There we go. You notice how it shows up right here
We're nineteen you forward bite this so this is a really great way to
connect
Rows in Kota or any kind of data in Kota into your other third-party applications like Google Calendar
Like Gmail green house Instagram intercom
Spotify so on and so forth and we're releasing a lot of these packs every day as we speak
and
The Lapp so now we have our our master goal tracker
This data set is kind of complete. If you will now we can build a really cool views based off of this master table
so let's say I want to have a separate view of
view my goals
Goals by month
Now this could be in the same section it can be a different section
I'm just gonna do in the same section from now just to show you guys how everything is connected
I'm going to do a plus sign here table
insert a view of my master goal tracker and
This is just a view. I'm gonna hide this table with this column title for now and
Here is a same exact table as my master goal tracker
but if I pivot or group rather along the month name now, I can kind of see all my goals by
by month rather than by gold detail and gives me a more timeline view of how
All my goals are for a given
Month, I can also decide to hide thing. Let's say I want to hide the end date
Okay, that's here
Alright this I want to hide this for instance
it just makes a lot cleaner to look at and let's say I want to hide this as well and
The great thing about these views is that if I change let's say trying to work out class
Hooray
This changes it in my master table as well. So that's really I show you to how everything is linked together
So this is just one way of looking at your data
Another way is to look at it as a let's say Gantt chart or a timeline view
So I'm going to do a chart a Gant chart. I'm going to get out of my master of goal tracker
And now you can kind of see all
your goals
Broken out by a given Gantt chart you can move these
Tables or these rows around you notice as I'm moving these around it changes up here as well
so this is just the same data, but it just happens to be viewed as a Gantt chart versus a
Table data so it's the same table of data
If you go look over here, if you go back to a table, it's still the same table data
It just happens to be laid out as a chart
Okay, so this is kind of the main gist of building a goal task tracker in Kota
the part about
Adding the using this button to create a template of new goals is something again
I was inspired by watching the bullet journal video that Francesco made and
The last thing I'm going to show you the big kind of a feature that we recently
announced
Yesterday, I believe if the video comes out if this video comes out today, then I believe the feature just got announced yesterday
which is this notion of
automations
so an automation is something that kind of allows you to well automate a task that's repetitive or
You just don't want to have to constantly copy and paste data
So an automation is kind of like a macro excel but not exactly
But I'll show you exactly what that looks like in in this automations feature. So automation is a really powerful way to
Send yourself an email hide yourself
Update a row or anything that you want to do in Kota can be automated using
This this panel and it all it depends on is
Adding rules here. So triggers are basically things that kick off in automation. So trigger could be
time-based or every Monday or every Thursday send yourself an email with all your goals or
Send yourself an email with just goals that are due today. I'm gonna do one that's called road change and
What this is is that I'm going to send myself an email only if the timeline for a goal gets changed to the future
and let's actually add some conditional formatting here just so you can see what
So now so all rows jurors were highlighted becomes a little prompt future cycle will be highlighted green
so I'm gonna do an automation where any time a
Goal gets set to a future timeline. I want to send myself an email
so let's go here say
master goal tracker
Anytime the timeline
So we're gonna look at just a timeline column in this automation
So we're gonna see basically if the result from step one, which is this one right here
Dot time line equals future
So if you change something from future to today then it won't send me an email
and then what I want to do is I want to
Actually before I do this, I'll have to set up my Gmail pack
Let's do this really quick should take this a few sec a few seconds. Whereas the Gmail pack here it is
Sad to install use this email. Okay. There we go. It's all set up. Let's make sure it's set up. Okay
Let's go back to automation. So now my rule a
If I so when this condition is true, it's this drop down here
Then I want to send myself an email send you and I'm going to use my account
Let's see here. Let's make the
Sadness to it myself for now, you know
Subject will be
goal set for future
And the continent will just be this row
So what that means is any time a given row is change the future
It's going to send me an email with just the the data for that row
So let's try to essentially test this feature out over a little bit so I actually have to turn this off turn this baby on
Turn this on. Okay, let's
Hopefully this demo works. I always like doing live demos, right?
So let's say that I change this trying to work a class or a two future
It gets highlighted green and I should be getting an email with that goal at some point
And here it is
Let's make this collapsed
And you notice how it just links to that first row this this column and if I click on that
It just goes back. Oh first prison didn't go to the actual row, but it just shows you this guy right here
Let's try a different one right here really quick. Let's say I changed call sister next week changes the future
And again, what's happening is this automation?
It is saying that any time that I change a row
Timeline to future it will send me a email
so let's actually look at this again master will attract our time line if the result from this is future then it
Will send me an email
And their distant future call sister next week
so that is how you can build a basic to somewhat intermediate goal tracker in Kota and
It's oh, wow. They actually forgot that also that the conditional formatting here carries over to your Gantt charts
there's a whole bunch of other features, but I just wanted to show the very basics of how to
create a
goal tracker
in Kota and how you can use things like pax to add to integrate with other third-party applications and
also how you can set up automations so that
Very common repetitive tasks can be automated and you can send yourself emails. You can update rows all that kind of good stuff
So thanks again for watching. I hope you enjoyed this tutorial
slash
build out of an application in Kota and
Hopefully we'll I'll do more of these with Francesco. Thanks
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