Its unique combination of features allows you to view each. To make the process easier, you can use Zapier to integrate Notion with other tools you use.įor example, you might create a Zap-an automated workflow-so that whenever you add a due date to your project, Zapier will automatically add it to your calendar to help you manage your days and prioritize brilliantly. After knowledge management, Notion is most commonly used to streamline project management. Your database will act as a north star for your to-do list and project management. You can change the currency by clicking Amount > Edit property > Number format, and then choosing currency from the dropdown. Links: This is a clickable column to include the live link to the project for easy tracking and sharing.Īmount: You likely track your payments through billing or invoicing software, but including it in your database makes it easy to see your monthly income (with the Sum row at the bottom of the database) without switching apps. That's why I've kept a simple checkbox to indicate which articles are done.
This is usually my default view, which I keep updating as projects progress.ĭone: The satisfaction of checking an item off a list is real. List view: This one gives you a more granular look at projects with the client name, due date, progress, and cost. You can toggle between them by simply clicking on the options below the page title. Notion offers a diverse range of views, like a Kanban-style board and a gallery, but my preferred views for this database are table and calendar. Open it, click Duplicate at the top-right corner, and you can instantly start using it in your Notion workspace and even tweak it to better suit your management priorities. If you want to build a database for your freelance projects using my method, here's the link to my Notion template. How to build your own project and client database on Notion It's a client database, yes, but it's also a guiding tool for scheduling and prioritizing my tasks for the week, saving hours of back and forth, and solidifying my processes-for good. It gives me a bird's eye view of all my client assignments every month and a sense of direction with all the to-dos and dates laid out in front of me.
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