For the title, you might simply name it “Meeting.”.At the top of the Events & Updates database, click the.Rather than creating these sections from scratch for each new meeting, you can create a template:
Client database free how to#
(You’ll see how to create a template shortly.) Prospective Events & Updates Propertiesįor each of your client meetings, you’re likely to create an agenda, take notes, reference projects, and schedule deliverables. In the inner contents of each project in the Projects database, you can display a filtered view of Events & Updates. It might also include detailed updates composed nicely as Notion pages rather than emails. The Events & Updates database includes your client meetings - each containing an agenda, notes and action items - and other events related to your collaboration.
Client database free archive#
When a project is complete, you can archive it for future reference. For active projects, you can demonstrate progress and collaborate with your client. You can prioritize and schedule upcoming projects. The Projects database contains each of your company’s initiatives for the client. Choose the ones that suit your client, create them as in-line databases within the data page, then add any others that may be helpful. We find the below information useful for every client portal. ” For the icon, we use the client’s logo or website icon. You’ll populate it with useful views of the master databases.įor the page name, we typically follow this format: “ ×. It’s the one URL your clients need to bookmark - the top level of the wiki, where they can access any information you share. Your homepage will be the dashboard of your client portal. You might simply name your data page “Data.” To align it with the homepage, you could also use “ × → Data.” For the icon, consider the “Database” option from Notion Icons. If this poses a privacy issue, you’ll need to create independent databases within client dashboards, rather than linked views. My foremost request of Notion is to support view-specific database sharing. Note that your client will need access to the master databases in order to see linked views on their dashboards. Instead, you’ll access your information from the homepage of the client portal, which will contain linked views of your master databases. You’ll rarely engage with it, and your client will never see it. Your data page will house your master databases. At the top level of each client portal, you’ll create two pages. Your client portals can employ these same principles to form microcosms of The Bulletproof Workspace. Create “gateways” for accessing that information.Centralize information in master databases.The approach includes two fundamental pillars: In Build a Bulletproof Notion Workspace, we detail a methodology for organizing a functional, sustainable and delightful workspace.