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Below you’ll find your docket of projects. It filters out “Completed” projects so that you can focus only on those projects that are currently on your plate. Click into the 🚘 Project Management database to look at every project you’ve ever worked on.
Using this view, you can add projects to your plate by clicking “+ New” in the Gallery view. There are some preloaded templates for Projects vs. Deliverables vs. Conferences as examples, but it’s really up to you to decide how you want to organize your different project types.
Once you do create a new project and select a template, it becomes its own page and you can start to use it as your home-base for all things that project. The current templates auto-populate with some of the things I find helpful to keep my thoughts clear and organized by project. My most-used parts of these templates are the Task section, which becomes more clear below, the 🔗 Links section (super helpful if you’re in a Google Suite environment), and the running notes section!
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<aside> 💡 Below becomes your center for all things task management!
In each inline database, select “New” to create a new task. Once it pulls up a new page you’ll be able to title your task, add which project/deliverable/etc. it’s related to, and identify when you plan to do it.
The tables below will auto populate according to when the task is due and what kind of task it is. ⚡ Weekly To-Do List and **🔄 Follow Ups list this week’s tasks. 🔮 Next Week’s Tasks identify tasks that are coming up next week (self explanatory) and 👋🏽 Last Week’s Tasks identify all the stuff you’ve accomplished last week (for those moments where you wonder...”did I do that?”).
And finally, the column titled “ 🧨 “ is an opportunity to identify any unplanned tasks or quick turn items in your week! This way you can really understand if there are times in the year or teams where you need to make things happen all of a sudden!
🚨 Tasks may not appear in the tables below due to filters based on time! Fret not, go into the ✅ Task Management database and make adjustments to the dates to understand how it will populate for you!
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<aside> 💡 Below is where you can see how you’re tracking towards the competency in your role based on the skills exhibited during tasks.
When you mark which skills were used during tasks, the view below will auto-populate with the projects and deliverables that exhibited those skills!
Use Case Ex. Below you’ll notice that there are no projects listed under “Presentation Skills”, this means you may want to take more opportunities to exhibit your presentation skills.
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<aside> 💡 That’s all folks!!
From here it’s all about customizing to your preference! Once you’ve got the hang of it, delete/adjust all the projects and tasks so you can start your own project management!
Happy Notion-ing!
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