Product Meetings – Template & Tutorial (Coda)
- Articles, Blog Product Meetings – Template & Tutorial (Coda)

This is a walkthrough and tutorial of
the Product Meetings template by Raul, the CTO and co-founder of You can use this template to groom and prioritize tasks for your various
product releases and we’re gonna start off by going into the data section of
this template. The first thing you want to find here in this section is
your releases which are right here. Typically if you’re releasing a digital
product or any kind of product you have multiple releases that have different
numbers and you just want to put a deadline, objective, and requirements
inside this releases table. There is already some dummy data here for you. Now if we go to “Outside of meeting,” this template can be used before and after
the meeting and also during the meeting, so there are sections that are just for
before and after the meeting. If I click on “Requirements,” I have a list of requirements that have “R” and a number attached
to each one this is automatically generated by formulas in the table. And
what’s really cool about this section is that you can add a requirement by clicking on this button and a row gets added at the very bottom right
here. I’m going to call this “release mobile app” and maybe the description is
“our first mobile app.” When you add in this requirement you can also
associate it with a given release. So let’s say this is associated with this
requirement as a part of the 1.8 release. If I want to add a task
associated with this release I can just click on this “Add a task” button and this
will be “design wireframe” and I can maybe say this is a feature, and that’s it! I’ll
click outside of this and you notice that this task is automatically added to
this column of “Tasks.” I can add more tasks: “Another task” and you’ll see that they just this just gets added to this row right here. This is something you can do when you are running your
sprint planning or product meetings before and after the meeting, but during
the meeting when you have everyone that’s dialing in through Zoom or
video conference, you can click on these two sections. We’re going to start
with the “Groom” section. This is how you can go through all your different
releases, all the different requirements, and similar to the “Requirements” section,
you can click on “Add a task” to add a task for a given release. If I look
at “calibration first around” maybe I want to add a task here that is “do another
test” and let’s call it a chore and the owner is myself. This will
get added to this requirement for this release. Now this is a really quick and easy way for the whole team to start
adding tasks for all different requirements, but in the “Prioritize”
section, this is where you can actually start scoping how important that task is
for that requirement. We can go through every single task that’s
associated with a requirement, people can update the “Status” as “Doing,” “To QA,” and all these different statuses and then also assign a priority to that individual
task. So everyone can come in here and see all the different tasks that are
associated with requirement as well as the Status, Priority, and who the Owner is
so that everyone’s on the same page. These are the two tasks I had added for
the “Release mobile app” requirement and I can assign a five-star Priority–these
are both features–and I’m going to assign myself to them. And that is the
Product Meetings template.

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