
Learn how to implement a transparent, productive team system in Notion using Knowshon, with personalized and shared dashboards, project setup, task tracking, and real-time updates on hours and key results.
Explore the action database for team tasks, detailing properties like name, assigned to, status, priority, due date, waiting for, and tags, and demonstrate a kanban and personal dashboard view.
Store project and product information in a Notion wiki outside tasks to keep details organized. Structure pages for project, product, and operations to evolve dashboards and preserve outputs.
Configure personal dashboards in Notion by creating a team workspace with a gallery of members, action boxes, and views for today, tomorrow, and done tasks.
Create task, meeting, and support templates in Notion, using tags and formulas to identify type and track status, then extend with epics for organizing complex workflows.
Define epics as collections of atomic tasks bounded to seven hours, guiding velocity and progress in Notion; learn to link tasks to epics, duplicate templates, and track epic tasks.
Learn to manage projects and products in Notion with templates, gallery views, and filters, linking tasks to projects for automatic tracking and updated personal dashboards.
Create a team calendar in Notion to track PTO and holidays, using linked databases for members and dashboards, with views to triage workload and compare planned versus actual time.
Set up planning in Notion with objectives and key results, create quarter and week alignment, and roll up tasks to a real-time dashboard for weekly velocity reporting.
Learn to set up velocity tracking in Notion with a velocity table for people, projects, tasks, meetings, and support requests, and use weekly reports to boost efficiency.
Use Notion to manage weekly sprints by creating a sprint database, linking tasks, and filtering by sprint to track progress and key results for team reviews.
Coordinate sprint planning and weekly meetings by prioritizing the backlog, assigning tasks, and aligning milestones, with daily morning reviews focused on epics.
Use the morning review to set today’s priorities, assign tasks, and estimate hours to fit seven hour day. Move overflow to tomorrow and use waiting on others to minimize communications.
Discover how to generate weekly velocity reports by collecting data, tracking actual versus planned hours, and linking to product and sprint. Review last week, this week, blockers, and backlog status.
Assess why timelines aren't ideal for now, noting limited timeline options in motion and monthly costs. Compare timelines to calendars, and explain why we avoid overinvesting in timeline features.
Wrap up by showing how the system comes together in Notion, and outline next steps to track weeks, velocity, calendars, and campaigns.
Learn to use three timelines in Notion to manage projects with start and end dates, calendar and timeline views, and a due-date-based database timeline in a Gantt-chart style.
Overwhelmed at how to use Notion to manage your business and projects? This course is the answer!
Do you sometimes feel like
the tools you use don't fit how your business runs
you and your team work on tasks that aren't aligned with your goals
it's difficult to see progress and next steps
there it too much information, and you don't know how best to organize it
you lack the big picture of how all the pieces are working together
Do you feel like your team
doesn't understand your current goals
has too many meetings or frustrating conversations
works without clear processes
doesn't document their work effectively
has meetings that don't produce clear outcomes
talks a lot, but doesn't get things done.
And, you've experienced projects that
failed while spending a lot of money
weren't profitable
built spreadsheets and detailed plans that ended up being completely wrong
tried different project management systems, and people, and still didn't accomplish what you need
lacked clear processes to minimize risk
I've been there too, and it's frustrating!
But then, we stumbled on Notion. Over the last 1.5 years we've been using Notion as our main system to manage our business. Over that time, we've continually improved our process and system. This course represents the best practices we've learned.
In this course, you'll learn:
The A-to-Z System of Configuring Notion to Work with Teams
Organizing core systems into shared databases
How to connect the dots between tasks, actions, projects, and team members
How to connect tasks to higher level objectives and goals (OKRs)
Using projects and timelines to manage your overall processes, without having to upgrade your Notion account.
Simpler, Distributed Team-based Project Management
Manage projects and products with assigned tasks in sprints.
Each person on the team needs to know what to do now. And, next.
Track tasks assigned to others in one place (GTD waiting for) and get regular updates.
Manage large tasks with epics.
Manage deliverables across time zones and geography.
Managing Backlogs, Sprints, and Velocity
Each week, schedule jobs-to be-done (JTBD) in Sprints. Each task gets 1 point.
Velocity rolls up automatically for real-time dashboards for project, key results, and company metrics.
Team members still do a velocity reports. But, those reports are to reflect on their own work over the sprint. Reflect, plan, then improve.
Visualizing Progress with OKRs and Realtime Status Reports
Roll up the current status of work against business objectives.
Track progress against key results, and in real-time.
Manage knowledge so that we can scale as our team grows without creating more work for ourselves.
With Notion and this course, you can build this all in one solution. Get more done, and do it together.