Now that you know where your team’s going, the next step is to organize how to get there. Let’s walk through the other parts of the system to see how we get there. In this minimal setup, each Project dynamically brings together all of this information. Next, you’ll have notes: sales copy, media assets, color schemes, and discarded revisions of old drafts. What do you need in order to deliver? Building Block 1: Tasksįirst, you’ll have tasks: drafting, copy-editing, creating design assets and ultimately sending the presentation to the client.
Notion project management series#
This is a tightly scoped project with a clear timeline, outcome and series of actions.
Let’s say your team’s working on a big sales pitch to be delivered at the end of the quarter. Once they’re in a table, you can add the relevant metadata (such as due dates, project status, and KPIs) keeping everyone dialed in to every vital piece of information. Let’s set up your first primary table, which is a snapshot of all of your team’s projects. That document you created can now be assigned to a team member, tagged across multiple business units, sorted by priority and much more.īut first, let’s zoom out to the overarching table that ties everything together: Projects. The moment you put your Notes and Tasks into individual tables, you unlock an entirely new set of possibilities and permutations thanks to Notion’s rich set of metadata. It’s fast and can get you off the ground and running, but in that case you might as well just stick with Google Docs and a traditional file hierarchy. Seems pretty simple, right? Yet, in my experience most Notion setups overlook this primary table approach - instead creating a bunch of new pages and loosely stringing them together using hyperlinks (similar to your standard fare corporate intranet). Both of these “building blocks” ultimately roll up into the Projects table. From there, you’ll organize your two “building blocks” of work ( Tasks and Notes), both also as tables. First, you’ll organize your entire team’s projects in one table for transparency and continuity. This minimalist setup begins with the end in mind: Projects.
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