How to Create Approval Workflows in Coda
- George Apostolov
How to Create Approval Workflows in Coda: step-by-step guide
Inside your Coda doc, find the column you want to use and click its corresponding 'Menu' button.
After that, choose 'Column Type' from the list of options.
Hover your mouse cursor over the 'Select List' option, then tap 'New'.
One by one, click the default options and replace them with the actual label you want to use for the status.
Subsequently, click the 'Color Picker' button next to it to specify your preferred style.
Repeat the same series of steps until all labels are properly customized. Don't forget to add an option for the "Approved" status.
Finally, an approval workflow will be created and added to your Coda doc. Share it with your team members and let them know the process.
Quick answer: To create approval workflows in Coda, click the column's Menu button, select Column Type, and hover over Select List to tap New. Replace default options with status labels, choose styles using the Color Picker, include an Approved status option, and share the finished workflow with your team.
About this Coda tutorial
Build custom approval workflows in Coda by configuring select list column types, adding status labels, and applying styles for your team. This guide shows how to create Approval Workflows in Coda in 7 steps, starting with "Inside your Coda doc, find the column you want to use and click its corresponding 'Menu..." and finishing with "Finally, an approval workflow will be created and added to your Coda doc. Share it with...". 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 Approval Workflows in Coda?
7 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 Bar Charts in Coda, How to Create Basic Formulas in Coda and How to Create Burndown Charts in Coda From Trello Data. Last reviewed 05 Oct 2026.
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