How to Use Notion for Project Management
Tutorial: Follow these steps to get the most out of Notion. Each step builds on the previous one.
1Create a Project Database
Build a database with properties: Status (Select), Priority (Select), Assignee (Person), Due Date (Date), Sprint (Select). This is your central hub.
2Set Up Views
Create Board view for Kanban (by Status), Calendar view for deadlines, Table view for filtering. Each view shows the same data differently.
3Sprint Planning
Create a Sprint property. Filter the board to show current sprint only. Move items from Backlog to Current Sprint during planning.
4Link Documents
Create a linked Docs database. Relate each doc to a project. Store specs, meeting notes, and decisions alongside tasks.
5Automate with Formulas
Use formulas for automatic calculations: days until due, task aging, completion percentage. Notion formulas are powerful.
6Team Dashboards
Build a dashboard page with linked views: My Tasks, Overdue Items, This Week’s Deadlines, Sprint Progress. Pin it for daily use.
Key Takeaways
- Start with the free tier to learn the tool before upgrading
- AI tools work best when you provide clear, specific instructions
- Always review and customize AI output before using it
- Combine multiple tools for the best workflow
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