Client + Project + Task Management - Notion Template [2023]

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Client and Project Management Template for Notion

Simplify and optimize your client and project management workflow with this comprehensive custom Notion template. Designed specifically for professionals, this template will help you efficiently organize, track, and collaborate on your projects.

Key Features:

Client Portal: Record and manage client details, including name, email, phone, company, and related projects.

Client Intake Request: Efficiently capture new client requests, including contact information and project details.

Project Tracking: Monitor and track ongoing projects, including descriptions, goals, deadlines, budgets, milestones, and tasks.

Project Assignment: Assign specific tasks to team members, keep track of individual responsibility, and optimize collaboration on your projects.

Quick Actions: Add new clients, projects, and tasks with just a click to streamline data entry and workflow.

Main Menu and Quick Views: Quickly access important sections like weekly meetings, client requests, pending tasks, and projects to complete.

The databases section includes links to various databases related to client management, including:

Clients: Record and manage client details, including name, email, phone, company, and related projects.

Projects: Monitor and track your ongoing projects, including descriptions, goals, deadlines, budgets, milestones, and tasks.

Tasks: Assign and organize the tasks necessary to complete your projects, track progress, and ensure timely completion.

Documents: Store and manage important documents related to your clients and projects, such as contracts, briefings, and reference files.

Meetings: Schedule and record meetings with your clients and team members, keep track of discussed topics and agreements reached.

Each database comes with more than 5 pre-defined views to offer you a flexible and personalized experience based on your needs.

This Notion template is designed with an intuitive and customizable interface, allowing you to tailor it to your specific needs and preferences. Save time and maximize efficiency in managing your clients and projects, all in one centralized place.

Don't waste any more time with manual project management! Get this Notion template today and take your video editing workflow to the next level."

About Me

I am Ivy of Notion_IS .

I am a Notion Certified on Notion Essentials.

I am certified to build your solution in Notion.

CONTACT ME

WhatsApp: +59170358490

Telegram: +59170358490

Instagram: @Notion_IS





1. What is Notion?

Notion is an all-in-one workspace that lets you take notes, add tasks, manage projects, and stay organized. Whether you're writing or planning, Notion has a versatile design to get things done.

2. What is the Notion template?

Notion templates are pre-built Notion components that can be imported into your Notion workspace and are a great way to increase your productivity in Notion.

3. How will I receive a template?

After purchase, you will receive a link to duplicate the Notion template in your workspace.

4. Will I have to pay to use Notion?

No, Notion offers a free plan with no strings attached.

5. I have more questions.

Send your question to ivysaskia@gmail.com. I will be more than happy to answer. Or on Instagram @Notion_IS

© 2023 Notion_IS Ivy Saskia. All rights reserved.


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Client + Project + Task Management - Notion Template [2023]

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I want this!