Manager’s Project Management Dashboard

Team Members Dashboard

Reports

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Quick Actions

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Projects

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Tasks

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Meetings

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Project Management Database

Template Features

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New

• Tabbed layout for database views, to reduce vertical scrolling

• Number charts for summary metrics </aside>

• Includes database page layouts, using Notion’s new Layouts functionality

• A new automation marks every task that’s linked to a project as complete, when the project’s status is set to Done

• A new automation marks every sub-task as complete when their parent task is completed

• A new automation records the date when a task is completed, for reporting

• Sample automation to create tasks for a specific type of project

• Automatically filtered views of related tasks in projects and meetings databases

• Dependencies and sub-tasks are enabled in the tasks database

• Charts to summarise activity from meetings and tasks in Reports

Tips

• Use automations to create template tasks when you create certain types of projects
• Automatically create pages for recurring meetings with repeating database templates
• View task due dates alongside your meetings in Notion Calendar
• Encourage team members to create their own copy of the Team Members Dashboard so that they can customise the views in the dashboard, to suit their way of working
• Link your projects database to the Companies / Contacts database in your CRM, to record which clients your projects are related to

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This Notion template is for personal and company use only. Unauthorized resale or distribution is strictly prohibited without explicit written permission from the copyright holder. For inquiries about licensing or permissions, please contact [email protected].

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