More Features & Tips

Projects Calendar

Projects auto-populate Projects Calendar

The Projects Calendar template can sync with Notion’s Calendar...
 ... So you can see projects, holidays, birthdays, etc. in one calendar.

Reminders Feature (date-generated -- red=past due, blue=upcoming):

  

Reports:

I created table filters so you can create reports for a specific customer by 

clicking on the rules (at the top of the table) and then entering/selecting the specific customer. 

Export: If you click on the three dots in the upper-right top corner, you’ll see the 

option to export your reports. You can export the report as a CSV or a PDF.

Filter reports  for a specific customer:

Customers

The client view includes an AI-generated, quick-recap summary of vital 
information for each pull. 

More Tips:

• Click on “Open in Calendar” to connect the Projects Calendar to the Notion Calendar (a Google-connected calendar that can also be accessed via Notion’s Calendar app)

• The Notion default is events. However, the industry likes to consider them projects, so that’s what I named them. When you manually add a project/meeting directly to the calendar, it will call it an event.