Project Management Notion Planner
Project Management Notion Planner
What you get
A project system where the six dashboards talk to each other. A task belongs to a project, the project belongs to a client, the client has a budget, and the budget updates as expenses are logged. You set it up once and then just work.
Projects
Plan and run projects from a single workspace with linked views for everything attached to them.
- Kanban board by status
- Timeline and Gantt view
- Project brief pages
- Linked tasks, budget, client and team
Tasks
- Tasks by priority
- Tasks by status
- Tasks by project
- Overdue tasks
- Task calendar
Clients
- Client directory
- Projects per client
- Contacts and notes
- Status and history
Meetings
- Meeting notes with agendas
- Action items linked to tasks
- Attendees and decisions
- Meeting calendar
Finances
- Project budgets
- Expense log
- Income tracking
- Budget vs actual
Team
- Team directory with roles
- Workload by member
- Responsibilities per project
Why it works
It scales down as well as up. Solo freelancers can ignore the team dashboard entirely and still get a complete client and project system.
Nothing is duplicated. Because the databases are related, updating a deadline once updates it everywhere it appears.
It is fully unlocked. Change statuses, add fields, rebuild the views. The structure is a starting point, not a cage.
How it works
- Complete checkout. One payment, no subscription.
- You get an email with a PDF containing your private Notion link.
- Open the link and press Duplicate in the top-right corner.
- The full project system copies into your own Notion workspace.
A free Notion account is all you need. This is a digital product, so nothing is shipped.