The Benefit of Customized Dashboards in Notion

Creating tailored dashboards in Notion is a game-changer, especially for project management. Now, I get it—databases can be a bit of a puzzle for newbies. You might kick things off by jotting down simple notes, but the real magic happens with databases. They’re searchable, easy to maintain, and can be reused across different projects. There are two types of databases to keep in mind: inline and page databases. Once you get the hang of them, they become invaluable for documenting your projects efficiently.

A Simple Start: Building from Scratch

Starting with a blank page can be intimidating. For my first project, I set up calendar updates and gradually added sections for tasks and UX audits as the project evolved. Eventually, this setup morphed into a reusable template saved right in Notion. Now, every time I open a new page, it automatically loads with this template, making the process a breeze.

Smooth Project Management

Notion is packed with features that can feel overwhelming at first. I focused initially on the UX audit database, then added calendar and task updates. With the calendar database, I provide daily updates asynchronously. Clients can log into Notion, view updates, and comment, fostering seamless interaction and collaboration.

Easy Customization and Context Switching

Customizing Notion databases is all about context. For UX and product-related projects, I typically include a UX audit. For a recent marketing campaign project with Black UX Labs, I adapted it into a brand and marketing strategy database. The template is flexible, allowing for adjustments to suit various project types by simply renaming and tweaking the contents.

A Basic Yet Effective Project Setup

I keep my project setup straightforward yet effective. Starting from scratch is tough, so I consider what clients need to see at a glance: daily updates, project status (tasks), and project deliverables. I also include a list of software tools I use. This structure keeps everything organized and provides clarity, ensuring clients stay informed throughout the project.

Consistent Structure Across Notion Dashboards

Every Notion document I create follows a familiar structure:

  • Head: Time created, tags, company URL, timeline
  • Body: Project updates (calendar view, weekly, monthly), project tasks (Kanban view, table view), project deliverables (list view, gallery view)
  • Footer: Links to live documents, essential software tools

Iteration Through Feedback

Busy clients need a user-friendly setup, so I gather feedback during our meetings and make necessary adjustments. When I update the Notion document, I send a Loom video via Slack to guide them through navigating the dashboard.

No Integrations Required—Unless You Want Them

Notion offers cool integrations, like with Slack, but I keep it simple. I find many integrations unnecessary for my workflow, although they can enhance your setup depending on the project. Plus, importing data from other tools like Excel is a seamless experience.

Success Story: Crushing It with HelpingHand AI

I first tested this concept with Black UX Labs, and the results were fantastic. The feedback highlighted how comprehensive the setup was, providing everything needed for the project. This approach has consistently helped clients stay organized and informed.

Versatility Beyond Design

This template isn’t just for designers. Whether you’re a UX designer, product manager, or project manager, the key is to keep project updates and documentation centralized. It serves as a hub for easy access to important information.

Compliments on Organization

Clients frequently praise the organization and comprehensiveness of my Notion dashboards. Documenting all critical aspects helps manage shifting priorities and keeps everyone aligned, even when project directions change.

“I love how Jonathan's Notion dashboard keeps our project on track. I find myself checking it frequently, sometimes even before Jonathan prompts me. It's incredibly organized and efficient, allowing our team to stay focused and informed throughout the project.” – Ashton Green, Product Manager at Black UX Labs

My Biggest Tip: Start Creating New Collections!

Jump in and start building your bespoke dashboards. Trust me, you’ll wonder how you ever managed without them!