How to Create a RACI Matrix in Coda
- George Apostolov
How to Create a RACI Matrix in Coda: step-by-step guide
Create a new doc and name it "RACI Matrix."
Click "+" and select "Table."
Add these columns: "Task/Deliverable," "Responsible" (Task Owner), "Accountable" (Approver), "Consulted" (Advisor), and "Informed" (Progress Updates).
List key tasks and assign team members to each role.
Filter tasks by Owner, Status, or Priority for better tracking.
Quick answer: To create a RACI Matrix in Coda, start by creating a new doc with that name. Next, add a table and configure columns for tasks and roles. Then, list your key tasks and assign team members. Finally, filter your tasks by owner, status, or priority to track progress.
About this Coda tutorial
Build an efficient RACI matrix in Coda by adding custom role columns, assigning team members to tasks, and filtering for easy tracking. This guide shows how to create a RACI Matrix in Coda in 5 steps, starting with "Create a new doc and name it 'RACI Matrix'" and finishing with "Filter tasks by Owner, Status, or Priority for better tracking". The interactive demo above is a click-through copy of the real Coda interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a RACI Matrix in Coda?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Coda data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Coda. Related guides: How to Create a Recruitment Tracker in Coda, How to Create a Sales Pipeline in Coda and How to Create a Sprint Planning Doc in Coda. Last reviewed 05 Oct 2026.
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