Jack Wallen shows you how to quickly add project management to Notion using one template.
although Concept may not be a traditional project management tool, using views and templates it can certainly be extended to cover that task. One such template that can seriously help expand Notion into this realm is aptly named Notion’s product management system. This template contains four basic components that are linked together:
- teams
- Tasks
- Projects
- Weekly updates
Add those features to Notion and the platform suddenly becomes a viable project management solution.
TO SEE: Hiring kit: Project manager (Tech Republic Premium)
Before you get too excited, remember it’s still Notion, so I don’t expect this template to help you with very complex projects – especially not to scale – but for small to medium projects that aren’t too complicated, this template can be a viable solution.
What do you need to add project management to Notion
All you need is a valid Notion account. You can perform these steps from the Notion web or desktop client. I will demonstrate through the web interface.
How to add the Product Management System template
The first thing to do is to make sure you are logged into your Notion account via the web browser. Once you’ve done that, take your browser to Notion’s Product Management System webpage. There, select the account in which you want to duplicate the template and click Duplicate Template (Image A).
Image A
After the template is added, a new page for that template opens (Figure B).
Figure B
Using the Product Management System Template
Notion did a great job with this template. Once installed, it will automatically populate with sample data so that you can see very clearly how it is being used. You can cycle through and delete items, modify items, add new items, and even add new properties and groups. This is a very well designed template that allows you to manage projects or products with ease.
Suppose you want to add a new group to the project. To do that, scroll down and click Add a group. This will open a pop-up menu (Figure C) to display the different groups that can be added.
Figure C
Once you’ve added the new group, you can start filling in the details.
Three different views are also available:
- Projects per team
- Project pipeline
- Expected Deployments
Hover your cursor over an item to reveal an Open button. After clicking on it, you will see the details for the item (Figure D).
Figure D
Besides being such a great addition for project management, the best thing about this template is that there is almost no learning curve. Because the developers and designers did such a good job of populating the template with sample data, you can clearly see what’s going on and get started right away.
If you’ve been looking for a way to make it easier to use Notion for project management, this one template might be all you need.
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