Client Project Portal (Notion Template)

Streamline your project management and enhance your client experience.

Dashboard
▸ A summary overview of the project, updated in real-time to display the most relevant info from the databases below.

Project Timeline
▸ Organize project into different stages, and follow your progress through each as you complete tasks.

Summary
▸ View project details (timeframe, progress, cost) and notifications (upcoming meetings & deliverables, new messages).

Message Center
▸ Exchange messages with clients, and link any relevant tasks, files, meetings, deliverables, documentation, or invoices.

Meeting Calendar
▸ Schedule meetings, and link any relevant messages, tasks, files, deliverables, documentation, or invoices.

Deliverables
▸ Share final deliverables with clients.

Shared Drive
▸ A place to keep brand assets, resources, files, meeting notes, etc.

Documentation
▸ Store all official documents (proposals, contracts, agreements, etc.) in one secure location.

Invoice
▸ Issue invoices, set due dates, and keep track of payment status.