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Azure DevOps Pack basics

Learn how to use the Azure DevOps Pack to plan, manage, and track your ADO tasks and epics directly in Coda.

Updated over 3 weeks ago

The Azure DevOps Pack allows you to connect your ADO data with your Coda docs. You can sync in a table of your ADO projects or queries, use buttons to create work items, and even edit your queries directly from your doc.

This Pack is free and available to all Coda customers. Continue reading to learn how to add and start using the Azure DevOps Pack.

Within this article, you’ll find...


Add the Azure DevOps Pack to your doc

If this is your first time installing a Pack, we recommend you check out these intro articles on installing a Pack and connecting to a Pack account.

To start using the Azure DevOps Pack, you first need to install it in your doc. You can do so by following these steps:

  1. On any blank line in your doc’s canvas, type a forward slash, followed by “Azure” (e.g. /Azure )

  2. From the drop-down menu, select Azure DevOps (under the More Packs header)

  3. Then click the Add to doc for free button in the upper right.

add azure devops pack to doc.gif

That's it - the Azure DevOps Pack is now installed. To start putting it to use, check out the following section.

💡 Tip: As an alternative to the slash command, you can browse and install Packs by clicking on Insert (upper-right corner of your doc), and selecting Packs.

Put the Azure DevOps Pack to use

Once you’ve installed the Pack, you’re ready to start using any of its many building blocks. To see what this Pack has to offer, head to the Pack page by following these steps:

  1. Click on Insert in the upper right corner of your doc

  2. Select Packs

  3. Under Installed Packs, select Azure DevOps

  4. Scroll through the Building blocks tab to see all the ways you can start using the Pack. You’ll see templates, tables, buttons, columns, formulas, and more.

Explore Azure DevOps Pack building blocks.gif

To add any of these building blocks to your doc, simply click and drag onto the page. You will then be prompted to connect to your Azure DevOps account in order to access that data. Follow the prompts to connect your account. If this is your first time connecting to the Azure DevOps Pack, you'll be prompted to sign in to your Azure DevOps account. And if you need a refresher on connecting to Pack accounts, check out this article.

Azure DevOps Pack settings

In the settings tab of each Pack, you can set the default refresh rate for Pack data, as well as add, remove, and manage connected accounts. To locate these settings for the Azure DevOps Pack:

  1. Click on Insert in the upper right corner of your doc

  2. Select Packs

  3. Under Installed Packs, select Azure DevOps

  4. Click into the Settings tab. From here you’ll be able to select the refresh rate (Manually, Daily and Hourly) and select the account you’re using. You can use private or shared accounts with this Pack. Learn more about shared vs. private accounts here.

Examples, tips, and tricks

While there are many ways to use the Azure DevOps Pack, we want to share some helpful resources that demonstrate some of the most common and most useful applications.

To learn about any applications not described here, check out our Azure DevOps Pack Guide, or try searching our gallery of published docs, and explore the listing page for this Pack here.

Create a two-way sync table of Azure DevOps queries

Coda’s two-way sync for Pack tables allows you to sync queries from Azure DevOps into Coda and then update those queries directly from your doc. Changes you make in Coda will automatically be reflected in ADO, adding convenience and ensuring your data stays in-sync.

To set up a two-way sync table for Azure DevOps queries, follow these steps:

  1. First ensure you’ve installed the Azure DevOps Pack in your doc

  2. Then click on Insert in the upper right corner of your doc

  3. Click on the Packs tab

  4. Under Installed Packs, find and select Azure DevOps

  5. From the list of building blocks, expand the Queries option.

  6. If you haven’t yet connected your Azure DevOps account, you’ll see a Connect to Azure DevOps button. Click this and follow the prompts to authenticate your account.

  7. Then you’ll see a list of all Queries tables that you have access to in Azure DevOps. Select the table you want to add, and drag it onto the canvas of your doc. It may take a moment for the table content to load.

  8. Once loaded, head to the table settings in the right-hand panel. To turn on two-way sync, toggle on the Allow two-way edits option.

    1. If you prefer for edits in Coda to be sent immediately to Azure DevOps, also toggle on the Send edits immediately option. Otherwise, edits in Coda will only be pushed to Azure DevOps when someone clicks the Send edits button or when the next table refresh occurs. Learn more about two-way sync settings here.

  9. Make any other necessary adjustments to the table settings, such as changing the refresh rate (manual, daily, or hourly).

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That’s it! You have now successfully created a two-way sync table of your ADO queries. When edits are made to the sync table in Coda, those edits will be reflected in Azure DevOps.

Create work items with the click of a button

You can add new tasks to ADO from your Coda doc with just the click of a button. To do so, we recommend adding the Add work item button from the Azure DevOps Pack to an existing table. While you can also opt to create a button on the canvas rather than a button column button, this example uses a table and button column setup.

To add the Add work item button to a table, just click and drag the Add work item button from the list of Pack building blocks onto the desired table. Alternatively, you can click the Add column button in the upper right corner of the table, select Button as the column type, scroll to the Packs options, find Azure DevOps in the list of tasks, and select Add work item.

Azure Pack add work item button.gif

Then just complete the button setup as needed. For more details, check out this example. You can even copy that doc and take a closer look at the Create Issue button column to see how it’s set up.

FAQs

What building blocks does the Azure DevOps Pack include?

The Azure DevOps Pack currently includes two sync table types (Queries and Projects) and two button types (Add work item and Delete work item). To learn more, check out the Pack listing page.

How should I configure my Pack settings? What are private vs shared accounts?

Private account

  • A private account is one that only you - the person setting up that account - can use to take actions from the Coda doc.

  • This is the most secure setting, but since it’s private, you can’t use it to display syncs or Azure DevOps data in the doc.

Shared account

  • A shared account is required to display Azure DevOps data - such as a Projects sync table - in a doc.

  • Setting a shared account to “Take actions and view data” will mean that anyone who has edit access to the doc will be able to act as this account when taking actions from Coda to ADO.

How do I change the settings of a sync table from the Azure DevOps Pack?

To adjust the settings of a sync table, click on the down arrow next to the Refresh button, and select Settings.

Here you can change the refresh rate of the table (manual, daily, hourly), turn on/off two-way sync (for Tasks table only), adjust which Azure DevOps account is used to sync in the data, and even choose to sync in additional properties from ADO via the Sync more properties button.

Under the Advanced tab, you can adjust the table row limit, what to do with newly-added columns in ADO, and how to handle un-synced rows.

To learn more about sync table settings, check out this article.


Related resources

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