Great creatives don't gatekeep!

This is my Notion Projects & Tasks Workflow for Maximum Productivity 🚀

After years of tweaking, I’ve finally landed on a setup that actually works for my design agency. Functional and focused, I hope this system speaks to you as well! If you have any questions feel free to reach out!

What's included:

• A Projects Pipeline Database with built in "Client Portals"

• A Client Portal Timeline with cascading automated date dependency you can share with clients.

• Live Progress bars on all Projects and Project Phases

• An all Tasks View that keeps you organized and productive

• Efficiency and clean visuals in every corner ;)

Thank you!

Watch the full walkthrough here:

Advantages of using a client portal:

• All files in 1 place (contract, invoice, design files).

• Link to all of your forms! Clients will thank you.

• Clients feel excited about how professional and organized you are.

• Clients have visibility over tasks and deadlines. (yours & theirs).

• Adjust the template with your desired task duration and watch dependency magic happen by auto-shifting dates if any extensions occur.

I really hope this helps you and your business!

Shoot me an email if you need any help: hello@heyamacreative.com