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How to in Notion
- Create Projects Hub Page: In Notion, in the left sidebar, click + to add a new page. Name it 'Projects Hub' and choose Table to store all project records.
- Add Core Properties: Open the Projects Hub table. Click Add a property and create: Status (Select) with options Not Started, In Progress, On Hold, Completed; Priority (Select) with High/Medium/Low; Team (Multi-select); Due Date (Date).
- Link Knowledge: Create a Knowledge Base page. In Projects Hub, add a Relation property named Knowledge to connect each project to its context.
- Create Master Roadmap: In Projects Hub, click Add a view > Timeline. Name Master Roadmap. Use Start Date and Due Date to place items on the timeline.
- Link User Stories: Create a User Stories database. In Projects Hub, add a Relation property named User Stories to connect each project to its stories.
- Extract Action Items With AI: After kickoff, open kickoff notes. Click Notion AI and select Extract Action Items to create tasks in Projects Hub with assignees and due dates.
- Create Weekly Summary With AI: Open Weekly Summary page. Use Notion AI to Summarize updates from the week and paste into the page. Optional: set a reminder to share with stakeholders.
- Set Up Automations For Updates: In Notion, go to Settings & Members > Automations > New automation. Create rule: When Status changes to In Progress or Completed, notify the assignee via Notion or a connected channel.
- Create Team Views: Add a View for each team. For Engineering, create a view named Engineering with a filter Team contains Engineering.
- Build A Project Template: In Projects Hub, create a Template for new projects with pre-filled properties, linked relations, and default views. Use it for new projects to ensure consistency.
- Onboard New Members: Add an Onboarding page in Knowledge Base. Include a guide to updating project status and finding context. Share with new members and grant access.
- Review And Iterate: Schedule a 2-week review. Open Master Roadmap, verify goals alignment, update links, adjust properties, and refine views.
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