Workflows

Manage Projects and Tasks Using Notion

Save: 7 Minutes

Number of Actions:
7
  1. About Workflow
    Pic

    Take your project and task management efforts to the next level with Notion integrated with Sanka. Combining both these powerful tools allows you to create, manage, and track tasks in a streamlined and organized manner.

    When combined with Notion, a powerful task management tool, it allows for seamless, automated project management - simplifying your business operations to attain peak productivity levels.

  2. Start Workflow
  3. Create a New Teamspace
    Time: 1 Minute(s)
    Save Time: 1 Minute(s)
    Notion
    Assignee:
    Amy
    • Amy as project manager will start by creating a new teamspace.
    • Click on "Teamspace" in the left sidebar and then click on "Create a new teamspace".

  4. Create a Project Page
    Time: 2 Minute(s)
    Save Time: 1 Minute(s)
    Notion
    Assignee:
    Amy
    • Amy click on the "+ Add Page" button in the left sidebar to create a new page for the project.
    • Amy then gives the project a name and choose an icon and cover image.

  5. Create Tasks Database
    Time: 2 Minute(s)
    Save Time: 1 Minute(s)
    Notion
    Assignee:
    Amy
    • Inside the project page, Amy creates a new database by clicking "+ Add a block" and then selecting "Table" under the Database category. This will be your task list.

    • Amy named the database as "Tasks".

  6. Set Up Task Properties
    Time: 5 Minute(s)
    Save Time: 1 Minute(s)
    Notion
    Assignee:
    Amy

    In the "Tasks" database, Amy sets up properties that correspond to the details that needed for each task.

    For example, it might include properties for "Task Name", "Status", "Due Date", "Assigned To", and "Priority".

  7. Add Tasks
    Time: 5 Minute(s)
    Save Time: 1 Minute(s)
    Notion
    Assignee:
    Amy
    • Amy will add tasks and assign Bob as the team members to the database by clicking "New" in the top-right corner of the table.
    • She then fills out the properties for each task as needed.

  8. Create Project Overview
    Time: 5 Minute(s)
    Save Time: 1 Minute(s)
    Notion
    Assignee:
    Amy

    Above or below your task list, Amy adds more blocks to the project page to provide information about the project.

    This could include a "Text" block with a project summary, an "Embed" block with a project timeline, or a "List" block with project resources.

  9. Update Task Status
    Time: 2 Minute(s)
    Save Time: 1 Minute(s)
    Notion
    Assignee:
    Bob
    • Bob will update the status of each task in the "Tasks" database. This will allow everyone to see the progress of the project at a glance.
    • Bob and Amy will regularly check the project page and adjust tasks and timelines as needed.

  10. Workflow Completes

Total: 22 Minutes

Saving Time:
7 Minutes
Number of Actions:
7
Tools:
Notion Notion