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Client Project Portal (Notion Template)

$15+
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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.

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Format
Notion
Access
Lifetime
Databases
8
$15+

Client Project Portal (Notion Template)

0 ratings
Add to cart