Jack Wallen reveals you how to include fast task management to Notion with the assistance of a single design template.
Image: Timon/Adobe Stock Although Idea may not be a standard project management tool, with the aid of views and templates, it can definitely be broadened to cover that job. One such template that can seriously aid with broadening Idea into this realm is appropriately called Notion’s product management system. This design template includes 4 fundamental components that are connected together:
- Groups
- Jobs
- Projects
- Weekly Updates
Add those features to Notion and the platform all of a sudden becomes a viable job management solution.
SEE: Hiring kit: Project supervisor (TechRepublic Premium)
Prior to you get too fired up, keep in mind that it’s still Idea, so I wouldn’t expect this template to help you with really intricate projects– specifically at scale– however for small to mid-sized projects that aren’t extremely made complex, this design template might be a feasible option.
What you’ll require to include task management to Notion
The only thing you’ll need for this is a valid Notion account. You can achieve these steps from either the Concept web or desktop client. I’ll demonstrate via the web interface.
How to add the Item Management System design template
The first thing to do is make sure you’re logged into your Notion account through the web internet browser. When you have actually done that, point your web browser to Concept’s Product Management System webpage. As soon as there, choose the account you wish to replicate the design template into and click Duplicate Design template (Figure A).
Figure A
Copying the template with a single click. Once the template has been included,
it will open a brand-new page to that design template (Figure B). Figure B The new Idea design template remains in location and ready to go. How to use the Item Management System template Notion has actually done an excellent job with this design template. When installed it will automatically occupy with sample data, so you can really clearly see how it’s utilized. You can go through and erase entries, customize entries, add new entries, and even include brand-new homes and groups. This is an extremely well-designed design template that will have you managing projects or products with ease.
Let’s say you want to include a brand-new group to the job. To do that, scroll to the bottom and click Include A Group. This will open a pop-up menu (Figure C) to expose the different groups that can be added.
Figure C
Including a new group to the template.
As soon as you have actually included the brand-new group, you can begin filling in entries. You will likewise find 3 different views readily available:
- Projects by Group
- Project Pipeline
- Expected Rollouts
Hover your cursor over an entry to expose an Open button. Once clicked you’ll see the details for the entry (Figure D).
Figure D
The details of the Database Quick Filters entry. Besides it being such a great addition for project management, the best aspect of this design template is that there’s beside no learning curve. Because the designers and designers did such a great job of populating the design template with sample data, you clearly can see what’s going on and can start dealing with it right away.
If you have actually been looking for a method to more quickly utilize Notion for job management, this one template might well be all you require.
Subscribe to TechRepublic’s How To Make Tech Deal With YouTube for all the most recent tech recommendations for service pros from Jack Wallen.