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Notion Templates To Optimize 🔃🔀🔄 Your Workflow 🎯

Notion Workflow Templates & Consulting

Whether you own a business or work with clients, this highly scalable Notion template system can handle multiple clients, projects, and team members. The template streamlines operations (like an agency) by providing a central hub for managing all client-related activity in one place. You don't need to be an agency to use this template! From business planning to client work, this all-in-one template offers a cost-effective solution for managing, organizing, and measuring business operations. It provides a ready-made set of dashboards and databases that can be used without the need for expensive software or tools.Please view all product images to understand how this Notion template works! Template Features✔ 1 Client Automated Overview Page✔ 1 Information + Setup Page✔ 5 User-Friendly Dashboard Pages✔ 11 Client Operating System Databases ✔ 36 Linked Database ViewsOperating System Databases▶ Client Database▶ Contact Info▶ Agency Assets▶ Client Assets▶ Outcomes▶ Projects▶ Tasks▶ Efforts▶ Invoices▶ Expenses▶ MeetingsNotion Template Pages✅ Template Info ✅ System Setup ✅ Client Information ✅ Responsibilities ✅ Client Actions✅ Client Overview✅ Database HubThis Notion Template separates 10 of the 11 client databases into action and information action entries. ℹ️ Information entries centralize all client information, including contacts, shared resources, folders, and assets. There are three information databases: Contact Info, Agency Assets, and Client Assets. 🎬 Action entries are what allow this agency operating system to function to its full potential. The system organizes all relevant actions taken to provide client service through dashboards, visualizations, and formulas. There are seven action databases: Outcomes, Projects, Tasks, Efforts, Invoices, Expenses, and Meetings. The last Client Database centralizes the 10 other databases in one place and allows you to quickly access central client views. Database hierarchy is an important aspect of the system as it determines the order in which certain database entries are meant to be made. Properly using all relational database properties is a required to update certain properties automatically and for this Notion template to work fully. There are other property types that you’ll be able to customize the language of to make it your own. ‼ This template is meant for people who are already somewhat familiar with Notion ‼Please view all product images to understand how this Notion template works! Have questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://notionworkflow.com

Agency Operating System

This Notion template allows you to track important dates like birthdays, holidays, and any other annual events or traditions that you might be a part of!📌After proper configuration, you can set reminders for important dates and receive reminders in advance through the Notion app. 📌 This Notion template includes a database for easy tracking and organization of all your important events. 📌 You can setup lifetime annual reminders and pre-reminders for your important date every year. Because these pre-reminders might change depending on the year, these reminders require manual configuration every year. With the lifetime annual reminder, once you configure it, you won't have to to touch it! Have questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

Birthday & Event Planner

This Notion template allows Etsy sellers to quickly understand and compare all of their Etsy Shop marketing efforts!➡ This Template Allow Etsy Sellers To ⬅🎯 Centralize all of their Etsy marketing efforts into databases and database entries🎯 Automatically generate quick summaries about your sales, offers, and ad campaigns 🎯 Automatically do 1-on-1 analytical comparisons for Etsy ads, sales, and discounts 🎯 Ability to compare marketing promotions with different minimum requirements, promotion types, and discount typesSellers can enter their shop data from their "Etsy Ads " and "Sales and Discounts" shop tabs to do 1-on-1 marketing comparisons and create quick summaries for their campaigns, sales, and discounts.Make sure you’re signed in as a seller on Etsy and you have your Sales &amp; Discounts and Etsy Ads page available to you when using this template.➡ Notion Template Features ⬅✔ 1 Overview &amp; Guide Page✔ 3 Etsy Marketing Promotions Databases✔ 5 Pages For Setup &amp; Navigation✔ 13 Database Views➡ Content Features ⬅✅ System Guide✅ Dashboard Definitions✅ Basic Marketing Guidelines✅ Questions To Ask Yourself as an Etsy Seller➡ Database Templates ⬅▶ Etsy Ads Campaign Comparison▶ Etsy Offers Comparison▶ Etsy Sales ComparisonProperly using all relational database properties is a required to update certain properties automatically and for this Notion template to work fully.Have questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

Etsy Seller Marketing Dashboard

Freelancer Operating System Notion Template | Manage Freelancer Work in One Place With Notion ButtonsFrom work planning to notes and billing, this freelancer template offers a cost-effective solution for managing, organizing, and navigating your freelancer work.This freelancer OS is centered around the use of Notion Buttons. The 25 buttons located in the Action Page allow you to accomplish most, if not all database related actions without having to navigate or click on a specific page or view. There are four databases to help you as a freelancer. Each Database has corresponding pages and views that are connected to the buttons in the Action Page.Please view all product images to understand how this Notion template works! Template Features✔ 1 Template Overview ✔ 1 Client Overview✔ 3 Template Pages✔ 4 Freelancer Pages✔ 4 Databases ✔ 20+ Linked Database Views✔ 25 Buttons Operating System Databases ▶ Work▶ Billing▶ Notes▶ ClientNotion Template Pages✅ Template Overview Page ✅ Client Overview Page✅ Action Page ✅ Work Specific Views✅ Billing Specific Views✅ Note Specific Views✅ Client Specific Views💼 Work Views - Where all your client projects and tasks live🧾 Billing Views - Where you can bill your clients for onboarding, invoices, and contracts📝 Notes Views - Where you can take notes and connect it to your clients👥 Client Views - Where you associate all related databases above for your clientsHow To Use This Template1. Use the Action Page to create new entries across all databases.2. Use buttons in top-down, left-right order in the Action Page.3. Start your freelancing work with new project and task entries.4. Associate these projects and tasks with a new or existing client.5. Fill in start date and deadline for your tasks and projects.6. Create new note and billing entries accordingly.7. See your specific freelancing efforts in the various views. 8. See your centralized freelancer efforts in the client overview.Properly using all relational database properties is a required to update certain properties automatically and for this Notion template to work fully. There are other property types that you’ll be able to customize the language of to make it your own. ‼ This template is meant for people who are already somewhat familiar with Notion ‼Please view all product images to understand how this Notion template works! Have questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://notionworkflow.com

Freelancer Operating System

Daily Gratitude Notion Template | Gratitude Journal &amp; Mood Tracker | For Mindfulness &amp; Self CareWith one simple button click, this Gratitude Journal Notion Template makes writing what you're grateful for and how you're feeling easy! This button is the only thing you need to click on to generate a new journal entry with today's date. It will prompt you to fill in three things you're grateful and write down how you're feeling. You'll see a checkmark appear after you’ve written these in. If you scroll down on the template, you'll also be able to see all your recent entries by feelings and gratitude. Watch this quick template video to understand how it works!How To Use This Template:1. Click on button below.2. Write in 3 things you’re grateful for.3. Write in or multi-select how you’re feeling. 4. See checkmark appear after you’ve written these in.5. Entry Complete!Notion Views:- The Recent Entries view shows your recent entries by feeling and gratitude - The All Entries view shows all of your feelings and gratitude entries in one placeCustomization:- You can easily add new properties of your own- You can further configure the button to work with new properties- You can use linked database views to create more customized views of your ownDisclaimers:- Small setup required. Setup video is included showing how to do this. It will take no longer than 30 seconds to setup. Deletion &amp; Modification:- Do not delete anything pre-configured with button- Do not delete any of the hidden data properties- Do not adjust the filters in the linked viewsPlease view all product images to understand how this Notion template works! Have questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

Daily Gratitude & Mood Tracker

Watch the video above to learn how this one button work planner works! The Power of Notion Buttons Allows You To: ✅ Instantly create new projects and tasks✅ Select work planner entries based on various data properties with buttons✅ Manipulate, modify, and/or assign various data properties with buttons✅ Minimize repeating clicks and switching views with combinational button clicksI challenged myself to see if I could make a one button template and this is what I came up with. I understand this template can be made better and practically speaking, it doesn't make much sense. Nonetheless, this is a proof of concept and hopefully it can inspire you to explore Notion buttons further! If you want the original one page work planner, you can find it below!Original One Page Work PlannerHave questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

One Button Work Planner | Exploratory Meme Template

One Page Work Planner Notion Template↪ This one page work planner simplifies your project management and productivity by centralizing everything into one page view. ↪ Using the power of Notion Buttons, this template minimizes mouse clicks and switching between views and pages. ↪ This work planner is ideal for making bulk edits, optimizing your sorting, and simplifying your tracking process. ↪ You never have to leave the one page work planner since everything is built into the page!The Power of Notion Buttons Allows You To: ✅ Instantly create new projects and tasks✅ Select work planner entries based on various data properties with buttons✅ Manipulate, modify, and/or assign various data properties with buttons✅ Minimize repeating clicks and switching views with combinational button clicksHave questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

One Page Work Planner

Automate your daily, weekly, and monthly reminders and notifications by letting this Notion template do the work for you! This Notion template is optimized for repeating (daily, weekly, monthly) reminders and notifications with various database properties. Receive your reminders and notifications on your device(s) (desktop, laptop, tablet or phone) automatically once you configure this Notion template! This guided template is designed for your customization!🔹With step-by-step instructions and video guidance, the setup process is easy and intuitive to make it truly yours. The setup is simple yet comprehensive, allowing you to customize each reminder to meet your specific needs. 🔹You'll need to decide on the criteria and frequency of each reminder database template. Once you've setup the criteria, frequency, and assignment of your template reminders, automation will take care of the rest!🔹Regardless of your experience level with Notion don't worry about the setup process! There are screenshots and videos to help guide you through the entire setup process!📌 Template Structure✅ Reminder Setup Guide✅ Reminder System Database✅ System Shortcuts Page📌 Features✔ 1 Overview and Navigation Guide✔ 1 Database With 3 Pre-Built Views✔ 3 Database Templates📌 Reminder Templates▶ Daily Reminder▶ Weekly Reminder▶ Monthly ReminderHave questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

Repeating Reminders Template & Guide 

These Time Tracker &amp; Timesheet Notion Templates generates automatic time stamps that track when you click on the start, pause, unpause, and end buttons.Once you click on start, it will tell you how many minutes has passed since you started under the "Started" view. Once you click on end, time between start and end will be recorded automatically in hours and minutes in the database. For the Advanced Timesheet:You also have the ability to pause and unpause before you end. Just like you would expect, pausing the time sheet also requires you to properly unpause and also end the time entry to properly record your time in the database. If you accidently forget to do this, don't worry! You can manually fill in a unpaused time and date so that you can still properly record your time entry. You'll be able to do this under the "Adjust Unpause Time" view located under the Recorded Time Entries page link. Please view all product images to understand how this Notion template works! Starting and EndingOnce you Start, you must End before Starting again.Otherwise, you’ll create duplicate entries.You can’t start more than once before clocking out.If you do, you’ll create a duplicate entry.Assuming you start and end every time . . .You can create as many entries as you want at any moment.The person who starts will be assigned the time sheet entry.Only one person can start and end at a time.To create unique time sheets to an individual, simply duplicate a template of their own.You can see total recorded time in these [By Day | Week | Month] next to the header.The “Started” view shows current entries that have not ended yet.This view serves no other purpose than showing these current time sheet entriesTimesheet Pausing and UnpausingYou can only pause and unpause once.If you pause and forget to unpause before ending, there is some manual entry required in the "Manual Entry Required" view.You must manually enter a unpause date and time to record your time fully and accurately.Do NOT delete any hidden properties, pages, or databases in this template.Learn more about the brand new Notion buttons here ➡ notion.so/help/template-buttonsPlease view all product images to understand how this Notion template works! Have questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

Automated Timesheet & Tracker

This template centers your time by automatically syncing the entire template based on how you forecast your work and how you record your time sheet entries with every work planner entry. This project work planner emphasizes the importance of tracking your time and constantly understanding and aligning your expectations and forecasts with the work that you plan. ❗️Although this is a work planner first, it is important to recognize that this Notion template implies and requires a level of follow up for your time sheet to interact fully with the work planner dashboard and database. This can be seen in the way work expectations and work status are configured formulaically via the relationship with time sheet entries and empty database properties. 📌 Template Structure✅ Work Planner Dashboard✅ Work Planner Database✅ Time Sheet Database✅ Template Overview Page✅ Template Navigation Page 📌 Template Features✔ 1 User-Friendly Dashboard✔ 1 Overview and Navigation Guide ✔ 2 Databases With Pre-Built Views✔ 5 Database Templates✔ 20+ Linked Database Views 💼 Work Categories ▶ Repeating Tasks▶ Meeting Preparation▶ Strategy and Planning▶ Shallow Work▶ Deep Work 📌 This Notion template include a planner database, a time sheet database, a planner dashboard, and navigation/overview pages. 📌 With five database templates to categorize work into repeating tasks, shallow work, deep work, strategy and planning, and meeting preparation, this planner allows you to structure work in a way that helps you get the most out of your work that are days and weeks ahead. Scroll through the product images to visually learn more about what comes with this template. 💼 The repeating tasks category is perfect for tasks that are necessary but need to be completed regularly. 💼 Shallow work is for tasks that can be done quickly and without much thought, while deep work is for tasks that require more time and more focus. 💼 The strategy and planning category can help you map out how the work you’ve done fits into the bigger picture and the meeting preparation category helps you prepare for meetings more efficiently. Obviously you can modify or completely change this language to fit your needs. Properly using time sheet entries through relational database properties is a required to update certain properties automatically and for this Notion template to work fully. There are other property types that you’ll be able to customize the language of to make it your own. This template provide users with an easy-to-use work planner interface by having written instructions and video guidance around setup and use.Have questions? Email me at ray@notionworkflow.comLooking for more? Check out all my stuff here -&gt; https://bento.me/notionworkflow

Project Work Planner

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Knowledge accumulates in drips and gets leveraged in buckets. For every complex problem there is an answer that is clear, simple, and wrong. - H. L. Mencken Pessimists sound smart. Optimists make money. - @natfriedman Founder & Digital Presence Consultant @ The Right Click | therightclick.me Creator of Notion Workflow | notionworkflow.com [Analytics] x [Sociology] x [Marketing] x [Digital Possibility] = Who I am Today | Learn more about Ray Clark's work experience, education, connections & more by visiting their profile on LinkedIn

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