Task Management in Notion YouTube Tutorial We all have things we want to get done. For example, we will create a task "Write blog post for product roadmap" in our workspace and in that task, we write the description, have discussions, and all subtasks to that task. Wikis; Project management; Notes; Document management; Team collaboration; Notion Target Market. If you like Notion templates, we have also made a Notion template for tracking feature requests. It’s a Kanban within a Kanban, letting me track the key stages of this specific deliverable broken down into tasks I can shuffle along the board as I complete. If Notion is free to download, what is its pricing like? This article will mostly talk about the Workspace, that is where all project management happens. Convas is a feedback page for your company. When we started we began using Asana for project management and Notion for knowledge management. Subscribe to our blog to get an email when we post new content. You can embed or link one page inside another with a click. These components and systems can be used individually, or in collaboration with others. We make our tasks as big as possible. Assigning tasks is as simple as altering the other properties associated with a card. Scroll down the block menu in Notion and you’ll come to the Media section. To give you a bit of background, I've been in product for a while now, from PM to Chief Product Officer. On days when it feels like there is zero progress, it helps going back and look at everything you have achieved over the past weeks. We already used Notion for knowledge management, so we decided to try if we can get rid of yet another tool and consolidate project management and task management in Notion. I did all this with the blocks menu in a few seconds. By Khe Hy, Kate Andlund. Its unique combination of features allows you to view each project with its associated tasks, resources, notes, meetings and other useful information. iOS and Android apps are available but can’t be downloaded directly; instead you have to message Notion who then send you a link. In this article, I will explain how we think about project management, how we handle it today using Notion.so and share our project management template. We strive for simplicity and to reduce the number of tools we use. Notion gives you barebones project management tools—calendars, Kanban, to-do lists, and collaboration tools—straight out of the box. History. The basic layout is a Kanban board, optimized for product management projects. Notion Features. These categories are simple enough to remember and strike the right balance for us. Product Notion was built with two key pillars: 1) Flexibility & 2) Real use cases - No fluff. Gather all your feedback in one place, understand your customers and build the right products. Quickly add tasks to the Inbox, manage your day or week with the Today and Next 7 Days views, add sub-tasks and recurring tasks, and even run huge projects with Trello-style board views. But you can also access readymade templates in Notion for project management elements. Including quarterly independent security audits and SAML SSO. Notion lets you add or create rich content including embedded content, code and easily linked or uploaded images, videos, and more. Click the + button in the Workspace menu to add a new page. More on why we decided to switch from Asana to Notion below. I’m a huge fan of Notion. Most teams stick with the Product Project Plan and Bug Tracking template to manage the projects. Having a task management system that you can completely customize to fit your needs and the way you work is the ideal task management solution. If we have discussions in a page, we want to be able to find that page or discussion by searching. For instance, the project management tools can be found in the block and page menus wherever you are in Notion. You can also upload your own audio and Notion will create a generic player inside the page to play your track. This website uses cookies to ensure you get the best experience on our website. Eine Berufsausbildung zum Produktmanager existiert nicht. Features. Get in touch at emil@convas.io or find me at twitter @emilbryggare. For our previous projects and when we first started Convas, we used Asana for project and task management. Drag and drop sorting shared across database views. Users can connect these components to create their own systems for knowledge management, note taking, data management, project management, among others. Get our free template. When it’s sent, Notion will alert the person any way you’ve set it up to alert them. Few Notion workspaces effectively accommodate all four of these needs: Scheduling; Dependencies; Recurrences ; Prioritization; Bulletproof Task Management integrates these needs within a streamlined, sophisticated system that’s manageable for every user. Stay in control without messy spreadsheets, emails and Slack notifications. Notion has a desktop app for Windows and Mac which you can download for free. The Most Important Turning Points in Microsoft’s History, The 7 Chrome Flags You Should Enable (And 2 You Shouldn’t), The 9 Hidden Chrome Settings You Should Change Right Now. Notion lets you work together on the same page, communicate, set reminders, and message each other. Type your comment, and use the @ symbol to identify who you want to address it to. This is our Notion product management set up for Convas. After knowledge management, Notion is most commonly used to streamline project management. It is dubbed as the all-in-one workspace where teams can plan, collaborate, write, and get their work organized. You might have this card in your project tracker: That’s a pretty empty content calendar, but it’s just a dummy. Many IT corporations together with Twitter, Spotify, Google, and Salesforce are encouraging workers to get issues finished from Check out the video below, and grab the Notion template for yourself here. To stay on top of my current projects, I created a personal project manager in Notion. Finally, Notion will also let you embed code inside the page, as well as letting you upload and embed any file, from anywhere. Notion provides you the ability to build your own task management system based on how you work. This could also be done from the Backlog view which is used as an overview across the different categories. Product Wiki is all about product timeline and management. But what is Notion? Notion creates and uses real databases, not just spreadsheets with the content actually stored elsewhere. Notion relies on Project management templates to get started. Read more about the template or how to manage feature requests in general. This makes it much easier to take a quick glance at a view and understand what is going on and what is prioritized. Having everything in one tool where we can easily link between pages and information makes it perfect for us at this stage. So let’s start there. Your taxonomy is whatever you want it to be, with no internal system to learn or abide by. Like most tools it has its own language; unlike most tools, that language is both unusually intuitive and unusually non-restrictive. You can create five different types of databases in Notion: Now that you know the basics, let’s talk about what you came here for: how to use Notion for project management. The back of each card contains a list of markers and a text description: Each of these items—Sprint, Priority, Tasks, Timeline—are properties. RRP $11.95. May 12, 2019. Notion template for tracking feature requests, The 12 free SaaS tools that we use to run Convas, Notion API (We know you are working on it). Its a product manager's best friend. Notion gives you the tools you need to manage a project of any size and complexity, regardless of the project goal. Auch konkrete Bachelor-Studiengänge werden nur vereinzelt und … The standard freemium models restrict either features or usage. Produktmanagement ist in Unternehmen eine Funktion, die sich mit der Planung, Steuerung und Kontrolle von Produkten und/oder Dienstleistungen während des Produktlebenszyklus von der Marktreife bis hin zum Ausscheiden aus dem Markt befasst. Looking for a Google Sheets template to manage your product roadmap? However, if you already have much of your life in Notion and want to add your projects and tasks in there as well, this could be a good way to do it. However, for thinking about the big picture and planning, we found it much easier to get an overview and prioritize the backlog in a list view. Use inline comments, mentions, and lists within tasks. This works well for us since, and contrary to what is otherwise recommended, we make our tasks as big as possible. Luckily, project management tools exist to keep everything organized and running smoothly. Notion is the only project management software that connects your notes, projects, and wiki in one tool. Notion and Evernote both allow you to manage your collaborative projects easily – but which one is better? ; Learn how to copy a Notion template here. There’s a key at the top, and each card has attributes and a status associated with it. The back of the card now looks like this: Click on Task List and it takes me to a separate page where there’s a task list for the specific tasks associated with this card. Work at home is the norm lately. You can schedule when the comment is sent. Notion comes equipped with a wide range of project management tools that let you assign and track tasks, create calendars and Kanban charts, and roadmap projects across disciplines and organization sizes. These are the 12 SaaS tools that we started using on a free plan and that we're still using today. Let’s wrap up by looking at how to use Notion for some of the most common project management tasks: Readymade roadmap templates are available in several template menus. I’ve opened a new sub-page in the block menu, and chosen “Link to an existing page.”. Quite appealing to large IT companies as well as bootstrapped startups or SOHO setups. Here is our Notion project management template if you want to give it a try! Notion aims to help teams increase their productivity by allowing them to take notes, add tasks, and manage their projects. Notion is a powerful note-taking app (similar to Evernote) and a collaborative tool that helps teams organize their work and documents. Notion Labs Inc, a … Hit return or mouse over the block to see the block menu. Bonus if this is possible even when combined with another search variable. Tasks are sorted by priority, but we can choose and pick what freely from this list as we have already defined that these are important now. While Trello follows tried and tested Kanban method to move blocks as the project goes ahead. We divide our work, and tasks, into three categories. Der Produktmanager an sich, auch Product Manager, übernimmt dabei für gewöhnlich den Managementprozess einzelner Produkte eines Produktprogramms oder Sortiments. You can build a subscription tracker, … Video Overview. The categories are mostly self-explanatory, customer's tasks could, for example, be writing this article or responding to customers on our feedback page at feedback.convas.io. In this post we’re going to explain how to use Notion for project management, but none of the instructions will make much sense if you don’t know the basics of how Notion works. As we work in a very small team, it helps us focus and not neglect any category. Clubhouse looks great and is something that we will likely change to as the team grows, but it just feels too heavy for us at this stage. Convas is a B2B SaaS company. To-do lists and Kanbans can be nested inside anything, including each other, to track tasks as granularly as you need. This database has multiple views, I will give a short description of each one of them and why we use them. If someone’s in the same page as you, click their avatar to jump to whatever they’re reading or editing. More on how we do this below. Collaborating is one of Notion’s greatest strengths. When we should start working on a task we simply set the status Next Up and it will show up on our roadmap Board. Our final tip is to make use of the power and flexibility of pages. Instead, it’s a single highly modifiable application that can replace many of the tools we’re used to using and integrating, from a simple-but-functional CRM to a web clipper and note-taking tool that takes first place, ahead of Evernote. High-output Project Management in Notion. Tell me how you work at your company and let us know what you think about this article. Notion is more than a mere project management tool. Voraussetzungen. Notion is one of the most popular software choices of many project management teams. Daraus resultiert die Notwendigkeit, diese … The project management tools you’re used to using—Kanban boards, calendars, roadmaps, task lists—are all available with a single click inside Notion. The Personal plan is restricted to a single individual while the Free plan is limited to 5MB of file uploads and 1,000 blocks. Notion is an application that provides components such as databases, kanban boards, wikis, calendars and reminders. It’s been just four years since Notion arrived on the scene, and the software has already made waves in the industry. At the end of each week we have a short retrospective and look at completed tasks before setting the status to "Archived", and then the tasks are removed from the board. These features make Notion a serious competitor to Kanban-centric tools like Trello; in particular, Notion is better at nesting subtasks and tying together tools for collaboration, content creation, and embedding. I have probably tried most task- and project management tools on the market. I use Notion to manage all my work projects. You can select which view of your data is most useful to you, cycling between calendar, table, kanban, and more for the same data. When doing the actual work, we like to visualize the work in a board view. See how. The board should only contain work that is in progress or flagged as up next. 3 Ways to Use Notion as a Product Manager. Asana's interface is super polished and a joy to use. You can assign that specific task separately, just the same way you assign the main card: The writer will still be shown as the assignee for the whole card, but more people can be added to the master card by simply clicking “Assign.”. If this looks familiar from the project tracker, it should. Also Read: Notion vs Airtable – Which Modular Productivity App Should You Use. Web. In the roadmap or board view we do all the work, and prioritize tasks with status "Next Up". Write powerful, clean and maintainable JavaScript. Build better products and customer relationships. You can both bundle your work and expand it, depending on the situation. You’ll find roadmapping templates in the Design, Engineering, and Product Management sections of the Page menu. Emails are instant, and you can arrange alerts by push notifications to users of the mobile app too. And remember, a task is a Notion page and this is where Notion really shines with its flexibility. I can assign the whole blog post to someone by going back to the content calendar and finding them in the Assign menu: What if the person doing the editing isn’t the same person as the writer? On the back of that card, we can drop the tasks list. The Web Clipper, also free, is in reality a Chrome extension that functions as a portal to all of Notion: every screenshot in this post was taken using only a browser. Notice, however, that we use the "Company", "Product" and "Customers" structure for the knowledge management part of Notion as well. And for the Notion team, here is our wish list: ð. comes equipped with a wide range of project management tools that let you assign and track tasks, create calendars and Kanban charts, and roadmap projects across disciplines and organization sizes. Notion restricts usage with its free plan and features with its entry-level personal plan. Google Sheets is a great tool to build and share your roadmap with your team. Then you can choose from over 50 types of block: A page is the Notion equivalent of a document. I can control priority using the property menu inside the card: And I can break task stages down even further by nesting checklists inside the individual cards in this Kanban, which is itself nested inside the master Content Calendar board. Your entire company can be connected and collaborate in real-time. And you can embed videos, from Vimeo, Youtube, and other streaming sites. You can embed from Spotify, Soundcloud, and other streaming services. Are you also a small team? You can do this directly from the block menu. Tell us how you work! Asana has very limited sorting and filtering options compared to something like Clubhouse. A new tool that blends your everyday work apps into one. When deciding what to do next and what is most important, we find it very helpful to be able to plan and think about a category in isolation, with the ability to see an overview and prioritize across all categories. Suppose you’re assigning a blog post to someone. With a bit of work, Notion can be a capable task management app – and this template does the heavy lifting for you. It’s not a collection of different apps the way Google’s G Suite or Microsoft’s Office 365 are. Notion is built on blocks. However, I find the tool to be too inflexible. This is our Notion product management set up for Convas. The smaller the team, the more valuable this is. Media content can be shared through Notion the same way as anything else, though it can’t be turned into a page the way Notion blocks can be. Notion can be your ultimate workspace to organize the information and work of your teams. You can set these up as blocks inside an existing page, or as pages in their own right. The same can be said about Notion, the (self-proclaimed) all-purpose productivity app. So far we're really happy with the choice. At Convas we are a very small team and everyone is involved in everything at some level.