Add Linked Databases for your Tasks and Resources databases.You might name it “Project,” or “ Project.” Create a new template within the Projects database.Therefore, you’ll apply them to a template: What’s more, you want this framework to be populated for each new project.
That includes filtered views of related databases - Tasks, Resources, Contacts, Meetings and Notes, among others. When you open a project as a page, you want a snapshot of all associated information. Select the appropriate project and buckets in their corresponding Relation properties. In the Resources database, add a few items that might be used for your project.In the Project ( Relation) property, choose the project. For that project, add a few tasks within the Tasks database.Leave the other Relation properties blank. Link it to the corresponding Bucket (or Area). Add an initial item to your Projects database.For Calculate, choose “Percent checked.” (You may also want to create a visual progress bar.) For the Property, choose Complete (the Checkbox property). Add a Rollup property to the Projects database name it “Progress.” For the Relation, choose the Tasks database.Within the Projects database, name the property “Resources.” Name the reciprocal property within Resources to “Projects” (plural), as resources will often be used among multiple projects. Within the Projects database, name the property “Tasks.” Name the reciprocal property within Tasks to “Project” (singular), as each task will map to a single project. 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.
MULTIPLE 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. create filtered views of that information within contextual dashboards.centralize your information in interrelated master databases then.Display projects and tasks contextually.Īs demonstrated in the Bulletproof methodology, my foremost recommendation for a Notion workspace is to:.
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