Notion Agency
Give everyone at your company one source for important information, policies, announcements, todos, calendars and more. You can add links to whatever pages you want — as easily as typing. And, because you can nest pages inside pages infinitely, you can create many layers of information with clear pathways that help people find exactly what they need when they need it.
Notion Agency is flexible enough to grow alongside your team, so you can start building a productive company from the very beginning. It’s as simple as typing
Notion Agency is flexible enough to grow alongside your team, so you can start building a productive company from the very beginning. It’s as simple as typing
1- Notion Agency Dashboard
A clear dashboard to easily find all your information in one place.
The Dashboard is composed of :
The Table of Contents where all your pages are grouped by subjects (Team, Company Policy, Projects, Calendar and Todo)
Weekly Planner - is automatically filled with your tasks from the 🎒To-Do
🎒To-Do - all your tasks are organized by Priority, Clients, Services, Deadline, etc... You'll find different views such as All Task, My Task, By Status ...
⏳Timeline Projects to keep track of the duration of each client
🎯Production Monitoring - A board to always be aware of the progress of a project.
📅 Editorial Calendar to schedule your projects, tasks and deadlines
2- Clients Page
Organize your clients **by status** (active, inactive, prospect)
To keep track of each client we created a **progress bar**
🆕Add a New Client Template, to quickly create a page for each client
Client Dashboard:
Have easy access to all the information and tools dedicated to each client, with their todos and calendars.
Client Workspace:
A page to share to with your customers, so they have access to all the tasks and upcoming tasks concerning them.
The client will have access to their:
📝Quotes
💰Invoices
🎨Assets and Visuals
✏️Meeting Notes and more...
Notion Agency Template