How to Create a Sprint Planning Doc in Coda
Learn how to build a sprint planning doc in Coda with tables, board views, backlog sections, and team sharing on the free plan.
Quick answer
To create a sprint planning doc in Coda, open a new doc from your home screen, insert a table for your backlog, add columns for status, owner, and story points, then switch to board view grouped by sprint or status. Add sections for goals and notes, then share the doc with your team.
Steps at a glance
- Click New Doc on Coda.io and name it Sprint Planning
- Insert a table to hold your sprint tasks
- Add columns for status, owner, points, and sprint number
- Switch the table to Board view grouped by status
- Create Backlog and In Progress sections
- Add a notes block for sprint goals
- Click Share to invite your team and set roles
Summary
A sprint planning doc in Coda combines a task table, a visual board view, and written sprint goals in one place, so your team can plan, track, and discuss work without switching tools. Because the doc is built on a live table, every view updates automatically as tasks move through the sprint.
Step-by-step guide
Step 1
Start a new doc
Go to Coda.io and click the New Doc button from your home screen. Choose a blank doc so you have full control over the layout instead of starting from a prebuilt template.
Step 2
Name your document
Click the title field at the top of the doc and rename it something clear, like Sprint Planning or Sprint 14. A clear name helps teammates find the right doc quickly once you have several sprints saved in your workspace.
Step 3
Insert a table for sprint tasks
Click Insert in the toolbar and select Table to add a blank data table to your doc. This table will hold every task for the sprint, so place it near the top of the page where it's easy to find.
Step 4
Add columns for sprint details
Add columns for Task Name, Status, Owner, Story Points, and Sprint Number so each row captures the details your team needs at a glance. You can add columns to a table anytime as your planning process evolves.
Step 5
Switch to board view grouped by status
Click Options above the table, choose a new view, and select Board. Group the board by Status or Sprint Number so tasks visually move from Backlog to In Progress to Done, similar to steps used when you create a kanban board.
Step 6
Add backlog and goal sections
Below the table, type a heading for Backlog and another for Sprint Goals, then write out the sprint objective and any key notes for the team. Keeping goals in the same doc as the task table prevents context from getting lost in separate chat threads.
Step 7
Share the doc with your team
Click Share in the top-right corner, enter teammate emails, and assign each person a role such as editor or commenter. Review how to share a doc if you need to adjust permissions before the sprint kicks off.
Why this matters
You're kicking off a new sprint and need one place for your team to see the backlog, track status, and read the sprint goal before standup. Setting this doc up correctly means fewer status-check messages and a single source of truth everyone trusts.
Frequently asked questions
Can I build a sprint planning doc on Coda's free plan?
Yes, tables, board views, and sharing with a small team are all available on the free plan, making it a practical starting point before considering a paid upgrade.
Can I import existing sprint data instead of starting from scratch?
Yes, you can paste data directly into the table or use Coda's import tools to bring in a spreadsheet of existing backlog items, then adjust columns as needed.
How do I carry tasks over from one sprint to the next?
Filter the table by Sprint Number or Status, then update the Sprint Number field on unfinished tasks so they automatically appear in the next sprint's board view.
Can this doc connect to tools like Jira or Google Sheets?
Yes, Coda supports pack integrations that sync data with external project tools, so you can pull or push sprint information without manual re-entry.
Related guides
Continue with more step-by-step guides for getting work done.
How to Create a Kanban Board in CodaLearn how to turn any Coda table into a drag-and-drop Kanban board with status columns, custom colors, and grouped cards.
How to Share a Coda DocLearn how to share a Coda doc with teammates, set access levels, and control permissions using sharing and link settings.
How to Add Columns to a Coda TableLearn how to add, rename, and configure new columns in a Coda table using the built-in plus button and column type menu.
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