Linking your master databases with the Relation property allows you to filter and summarize your information contextually. Buckets ( Relation, related to your Buckets database).It will likely grow to be quite expansive, but you should only view it through filtered, contextual views.
Your Resources database stores the bulk of the materials you use for your work - SOPs, policies, guides and guidelines, forms and agreements, client materials and much more. Bucket ( Relation, related to your Buckets or Areas database)īe sure to rename the reciprocal Relation property within the related database.Īlso within Vault → Bolts, create your Tasks database.Within Vault → Bolts, create your Projects database.
#NOTION PROJECT MANAGEMENT TEMPLATE FREE#
Feel free to tweet with any specific questions. For this exercise, you're fine without the others, but you'll likely want the aforementioned Buckets database. For the others mentioned, you'll find independent guides on Notion VIP and videos on YouTube. Create your master databases.īelow, I detail the Projects, Tasks and Resources databases. The Bytes page is also likely to include databases of contacts, companies, multimedia and other useful collections. That includes a master Resources databases that centralizes the bulk of your information. The Bytes page stores information that supports your work you reference its databases. Most notably, the master Projects and Tasks databases live here, but the Bolts page can also contain objectives and key results, meetings and events, notes, and databases of specific timeframes, such as Months and Quarters, for summarizing information. Boltsĭatabases within the Bolts page represent progress. "Finance," "Marketing" and "Product Development" are common examples. If you're familiar with PARA, buckets are like areas. Your buckets are the high-level categories of your work, often including teams, departments and clients. The Buckets page is a database in itself. Here's a brief overview of the Bulletproof approach to organizing your master databases:Ī top-level Vault page stores master databases among three sub-pages: Buckets I recommend a handful of master databases for every workspace this guide focuses on three - Projects, Tasks and Resources - while referencing a few others.
We also have a "notes" database that is mostly focused on ideas or inspirations, but also issues that come up. We use a separate document database and image database for those assets. Say for example we are working on copywriting I don't have great solution yet, but I suspect I will deploy another database that will just be for workproduct. The only area that I find lacking is a "workproduct" area. Meetings have a template that employ this list/calendar view to schedule tasks that come out of meetings, just drag your notes into the calendar to schedule a task, if the project is tagged in the meeting, it will automatically tag that task with the meeting (relationally speaking). I use a central "switchboard" that shows tasks for the day, next day and overdue tasks as well as a snapshots of where current active projects are at. Projects have a related property for tasks with a "status bar" for quick idea where it is at.
#NOTION PROJECT MANAGEMENT TEMPLATE PRO#
*A pro tip is to create a template button next to your list view if your projects often have the same tasks. I use the list view to jot down tasks quickly, then I refine them and drag them into the calendar view to schedule them. The list view is filtered to the project and anything that has no date. The calendar view is filtered to that project and "task" as a type property of the calendar database (you could add meetings if you want). There are many more databases, but they are not critical to the project management part.Įach project has a template that has a calendar and list view of the "Calendar" database. I will try to explain it here as best i can, but as it is a client's Notion I can't link to it or show videos of it.ġ) Calendar: made up of "Tasks", "Meetings" and a few other items specific to that business. I have a project management system I built for a client in Notion I am pretty happy with.
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