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How to add project management support to Notion with a single template

Jack Wallen exhibits you how one can add fast mission administration to Notion with the assistance of a single template.

A phone with the Notion app in front of the Notion logo.
Picture: Timon/Adobe Inventory

Though Notion might not be a conventional mission administration software, with the assistance of views and templates, it could possibly definitely be expanded to cowl that job. One such template that may critically assist with increasing Notion into this realm is aptly named Notion’s product administration system. This template contains 4 primary parts which are linked collectively:

  • Groups
  • Duties
  • Initiatives
  • Weekly Updates

Add these options to Notion and the platform all of a sudden turns into a viable mission administration answer.

SEE: Hiring kit: Project manager (TechRepublic Premium)

Earlier than you get too excited, keep in mind that it’s nonetheless Notion, so I wouldn’t count on this template that can assist you with very complicated tasks — particularly at scale — however for small to mid-sized tasks that aren’t overly difficult, this template could possibly be a viable answer.

What you’ll want so as to add mission administration to Notion

The one factor you’ll want for this can be a legitimate Notion account. You may obtain these steps from both the Notion net or desktop shopper. I’ll exhibit through the online interface.

The best way to add the Product Administration System template

The very first thing to do is ensure you’re logged into your Notion account through the online browser. When you’ve finished that, level your browser to Notion’s Product Administration System webpage. As soon as there, choose the account you want to duplicate the template into and click on Duplicate Template (Determine A).

Determine A

Copying the template with a single click.
Copying the template with a single click on.

As soon as the template has been added, it would open a brand new web page to that template (Determine B).

Determine B

The new Notion template is in place and ready to go.
The brand new Notion template is in place and able to go.

The best way to use the Product Administration System template

Notion has finished an ideal job with this template. When put in it would robotically populate with pattern knowledge, so you may very clearly see the way it’s used. You may undergo and delete entries, modify entries, add new entries, and even add new properties and teams. It is a very well-designed template that can have you ever managing tasks or merchandise with ease.

Let’s say you wish to add a brand new group to the mission. To try this, scroll to the underside and click on Add A Group. This may open a pop-up menu (Determine C) to disclose the totally different teams that may be added.

Determine C

Adding a new group to the template.
Including a brand new group to the template.

When you’ve added the brand new group, you can begin filling in entries.

Additionally, you will discover three totally different views obtainable:

  • Initiatives by Staff
  • Mission Pipeline
  • Anticipated Rollouts

Hover your cursor over an entry to disclose an Open button. As soon as clicked you’ll see the main points for the entry (Determine D).

Determine D

The details of the Database Quick Filters entry.
The main points of the Database Fast Filters entry.

Moreover it being such an ideal addition for mission administration, the very best factor about this template is that there’s subsequent to no studying curve. As a result of the builders and designers did such an excellent job of populating the template with pattern knowledge, you clearly can see what’s occurring and might begin working with it instantly.

In case you’ve been in search of a technique to extra simply use Notion for mission administration, this one template would possibly effectively be all you want.

Subscribe to TechRepublic’s How To Make Tech Work on YouTube for all the newest tech recommendation for enterprise execs from Jack Wallen.

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