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At first blush, Notion may look like nothing greater than a super-charged note-taking app, but it surely’s truly a instrument that can be utilized for challenge administration, particularly for smaller, less-complex initiatives. With only a bit of labor, you may arrange your Notion account such that it may operate that will help you handle these initiatives.
SEE: Hiring kit: Project manager (TechRepublic Premium)
How a lot work is concerned to get this service on par with an actual challenge administration platform? You may by no means be capable of get Notion to operate like Asana, Trello or Jira. When you don’t want all the bells and whistles discovered inside these platforms, Notion is a superb choice.
Ideas to make use of Notion for challenge administration
Make the most of blocks
Notion’s main focus is on blocks, which is a set of content material. Each block can simply be became one other form of block or have new blocks added to it.
If you first begin utilizing Notion, blocks ought to be your key focus. Blocks could be pages, to-do lists, formatting, a picture, a desk, embedded movies, boards, maps… you identify it, and it’s a block in Notion.
With Notion, blocks could be reworked. For instance, you create a be aware after which change that to a toggle record, block equation, 2-column web page, quote or another kind of block. You’ll be able to even transfer a block right into a beforehand created web page. To take advantage of out of Notion, you have to take advantage of out of blocks.
It’s all concerning the database
Past blocks, probably the most vital features of Notion is the database. Notion makes use of actual databases to retailer content material, so it does greater than only a spreadsheet or a tag may. There are 5 several types of databases you may create with Notion:
- Lists
- Galleries
- Tables
- Boards
- Calendars
It’s these 5 varieties of databases that can enable you to significantly with challenge administration.
Don’t fear although: Notion makes coping with these databases a lot simpler than you may suppose. You’re not going to need to be a DB admin to make use of them. With the power to simply create boards, tables and calendars, you’ll discover Notion is extra able to challenge administration than you thought. As a result of Notion creates these options as precise databases, the identical knowledge can be utilized for various views.
Make use of the in depth templates
Notion has a fairly in depth collection of templates, lots of that are well-suited for challenge administration. You’ll discover templates for each planning and challenge administration that may add options like Mission Trackers, S.M.A.R.T targets, process managers, consumer duties and communications, enterprise expense trackers, roadmaps, analysis, agile sprints, autopsy conferences, challenge scope and rather more.
Customise your views
One of many handiest features of Notion is that you could choose which view is greatest suited to your wants. Due to the best way Notion handles knowledge, you may simply add new views all of which is able to work with the identical info. Have already got a Kanban view? Why not add an inventory view? Want a extra structured means of viewing your knowledge? Add a desk or calendar.
There are six completely different views to select from: Desk, Board, Timeline, Calendar, Record and Gallery. Every view is exclusive and lets you simply alter properties similar to assignee, attachments, date created, due date, precedence, challenge and standing. If you create the precise view to your wants, you may as well copy a hyperlink for any view to share along with your teammates.
Handle entry to all the pieces
With practically all the pieces you create on Notion, you may handle entry to it. When you’ve added teammates to your account, nearly each block can embody a Particular person property, the place you assign a number of teammates. For some blocks, that property is already built-in, however for others, you first have so as to add the Particular person property after which assign a crew member to the block. As a result of you may get very granular with the sharing, you may resolve what crew member has entry to which block.
Use the teamspaces characteristic
With the assistance of the teamspaces characteristic, you may create an area inside a main workspace for every crew. Say, as an illustration, you’ve gotten Mission X to which a number of organizations want partial entry. Below the Mission X workspace, you possibly can create a teamspace for builders, admins, testers, PR, HR and extra. It will change into more and more vital as your initiatives develop in scope and complexity.
Collaborate
In Notion, you may add collaborators to a number of teamspaces and provides them both proprietor or member entry. An proprietor can change the workspace settings and invite new members, whereas a member can’t. Each sorts permit for working with content material, and there’s no read-only choice when including members. Due to this, you’ll want to be even handed when sharing blocks with collaborators.
When you get the cling of how Notion works, you shouldn’t have any bother utilizing it for challenge administration. It could take you a bit extra time to get this resolution prepared for the duty, however as soon as it’s working correctly, it may serve you nicely.
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