Managing Client Projects in Notion

Managing Client Projects in Notion

Discover how Dee7 Studio expertly manages client projects using Notion. Learn about kanban boards, automations, and templates for seamless project management.

Managing Client Projects in Notion: A Comprehensive Guide


Efficient project management is key to the success of any client project. Notion, with its versatile kanban databases, automations, and templates, offers a robust platform for managing client projects effectively. This guide will walk you through how Dee7 Studio leverages Notion for seamless project management.

  1. Notion for Project Management
  2. Kanban Database Setup
  3. Project Templates
  4. Task Management
  5. Automations
  6. Client Collaboration
  7. Tool Integration
  8. Progress Tracking and Reporting

1. Overview of Notion for Project Management

The Power of Notion

  • Versatile Tool: Notion combines notes, tasks, databases, and kanban boards in one interface.
  • Customizable: Tailor the workspace to fit the specific needs of each project.

2. Setting Up a Kanban Database

Organizing Projects Visually

  • Creating a Kanban Board: Set up a kanban board to visualize project stages (e.g., To Do, In Progress, Review, Done).
  • Custom Columns: Customize columns to reflect the unique stages of your project workflow.

3. Project Templates

Streamlining Project Setup

  • Pre-Designed Templates: Use templates for consistent project setup and to save time.
  • Customization: Tailor templates to include project-specific information like objectives, timelines, and deliverables.

4. Task Management

Efficiently Handling Tasks

  • Creating Tasks: Add tasks as cards in the relevant kanban column.
  • Assigning Responsibilities: Assign tasks to team members with deadlines and priority levels.

5. Automations in Notion

Enhancing Productivity

  • Automated Reminders: Set up reminders for deadlines and meetings.
  • Status Updates: Automate status updates when tasks move between stages.

6. Collaborating with Clients

Keeping Clients in the Loop

  • Shared Access: Provide clients with access to the project board for transparency.
  • Real-Time Updates: Clients can view progress and provide feedback in real time.

7. Integrating with Other Tools

Expanding Functionality

  • Third-Party Integrations: Connect Notion with other tools like Slack, Google Calendar, and Trello for enhanced functionality.

8. Tracking Progress and Reporting

Monitoring Project Health

  • Progress Tracking: Use Notion’s built-in analytics to track project progress.
  • Regular Reporting: Generate reports for internal and client reviews.


Notion offers a comprehensive and flexible platform for managing client projects. By utilizing its kanban database, automations, templates, and collaboration features, Dee7 Studio ensures that each project is managed efficiently, transparently, and effectively.

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