How To Create a Project Manager in Notion - Tutorial

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  • Опубликовано: 14 апр 2020
  • Update: How I manage Tasks in Notion 2021: • How to Manage Tasks in...
    To stay on top of my current projects, I created a personal project manager in Notion. I had already been using it to manage client projects with great success, so I felt it was time to start managing my own projects as well. In this tutorial video, I walk through the entire set up process and explain it as I go along. Enjoy!
    Notion Course 🎓: Master Notion - Beginner to Advanced: jerad.link/masternotion
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    GOT A QUESTION?
    Want me to answer a question on the next episode? Just leave a comment below and I'll do my best to get to it on the next vid.
    Visit my website: jerad.blog

Комментарии • 104

  • @karinmacdonald6607
    @karinmacdonald6607 4 года назад +15

    Thank you so much for this! Ive been looking for a clear tutorial on how to create a project manager for my leather craft fledgling business. You broke down everything so well and its simple enough to convert to any “project”. I am still learning - the possibilities are endless. Now on to figure out if I can create some sort of materials database to link to each project. Keep them coming!

  • @imziminhas
    @imziminhas 4 года назад +7

    Awesome job putting this one together Jerad, was able to put it to use immediately.

  • @tumblingrosesstudio
    @tumblingrosesstudio 4 года назад +1

    This is great, thank you, I created my own based on your tutorial and was able to get much more functionality out of the design because of your detailed tips! Appreciated!!!

  • @JeffHudson
    @JeffHudson 3 года назад +2

    This has to be the best video I have come across explaining how to use notion better for my needs. Very clear and slow enough for me to understand what you are doing. I’ve tried in the past to follow others tutorials but I would have notion open and coping what they were doing and still not understand. This video I just watched and didn’t even need to have notion open. I was able to better understand how it works and how to use it for me. Great job! Thank you!

  • @stephaniechrystal
    @stephaniechrystal 4 года назад

    Great video! I really appreciate that you went into detail and showed the different views and options for how to use them as well. Plus the fact explaining how it the relating to other databases would work. Thanks!

  • @adsaviation
    @adsaviation 3 года назад +5

    Absolutely GREAT example, as this shows not only how to create a little PM, it also shows how powerful Notion actually is. You showed me in little time many essential things that others using HOURS for. You kept it mostly K.I.S.S. and I applaud you for this, GREAT JOB !!!

  • @sondant4224
    @sondant4224 4 года назад +1

    Thank you! Subbed yesterday when I watched your other notion video and today's already a new one out...so good!

  • @javiercr7
    @javiercr7 3 года назад +1

    Great tutorial, best that I've seen so far!

  • @chrisbrodroy1183
    @chrisbrodroy1183 3 года назад

    Your Notion videos are amazing. Learned so much and enjoyed the lesson!

  • @StephenHockman
    @StephenHockman 3 года назад +4

    Great overview. Exactly what I needed.

  • @d4n3sh
    @d4n3sh 3 года назад +1

    Thanks for the walkthrough man, really helped.

  • @johnduder5004
    @johnduder5004 3 года назад

    Really nice and cohesive workflow, thank you Jerad!

  • @zoranschannel9617
    @zoranschannel9617 4 года назад

    Hello Jerard. I was looking for reasons to start using Notion, and your video got me started for sure. I loved your presentation, and I think I will give it a try in integrating Notion into my system. Thank you for the self-explanatory and comprehensive guide.

  • @anupambhattacharya2130
    @anupambhattacharya2130 3 года назад

    Thank you very much for this video. I have installed Notion and searched a lot for a clean tutorial and this video helps me to organize my research projects. Thanks!

  • @ragnarvikingo5918
    @ragnarvikingo5918 4 года назад +2

    My first tutorial and it was awesome, thanks Jerad

  • @I_Mackenzie
    @I_Mackenzie 3 года назад

    So glad I came across this tutorial from you Jerad. Really well explained and you earned a sub.

  • @wendypallant5684
    @wendypallant5684 3 года назад +1

    This is clear and concise but with the detail needed to set it up yourself. Thank you.

  • @jdrake411
    @jdrake411 2 года назад

    A really excellent video. Thank you! Clear, concise and to the point.

  • @TRESSS
    @TRESSS 3 года назад +1

    This tutorial was exactly what I was looking for. Thank you! Left a like :)

  • @tahmash5299
    @tahmash5299 3 года назад

    Thank you so much for this! I learnt a lot and just what i needed right now!!

  • @danastrauss3193
    @danastrauss3193 2 года назад

    After working w Notion for a few months, this video helped fill in some blanks for me that were preventing me from using optimally. Thanks so much!

  • @syits44
    @syits44 3 года назад

    Very clear and simple tutorial. I am new to Notion, still looking for tutorials, i think your video is one of the best. Thanks.

  • @Luiz-lj3qh
    @Luiz-lj3qh 4 года назад

    Jerad, this is a great tutorial. Thank you

  • @thereseclaire3126
    @thereseclaire3126 2 года назад

    Thank you so much for this! Cleared up a lot of confusion I had on Notion databases

  • @ravgeetdhillon2990
    @ravgeetdhillon2990 3 года назад

    Well paced video. Beautifully explained.

  • @bpsujith
    @bpsujith 3 года назад

    This is the one I have been looking for. Thank you Jerad

  • @MelissaAtwell
    @MelissaAtwell Год назад

    Thank you for sharing this video. I found it to be incredibly helpful for conceptualizing how I can use Notion to manage my own projects. Thank you!

  • @jaimebarreiro6573
    @jaimebarreiro6573 3 года назад

    that was incredibly useful! thank you so much for making the video.

  • @mepravi
    @mepravi 3 года назад

    Thanks for this video. Really needed it.

  • @mikehohnen
    @mikehohnen 2 года назад

    Great video thank you. I finally understood how to do this.

  • @TAKUMEI
    @TAKUMEI 2 года назад

    Great tutorial, easy and clean! Thanks!

  • @user-dq3rd8fz2v
    @user-dq3rd8fz2v 3 года назад

    This was real helpful. I was wondering how to relate my projects to my calendar and tasks, and then I saw your video. Thank you very much!!

  • @hungryscientist8791
    @hungryscientist8791 Год назад

    Thank you so much for this notion tutorial. Your video actually helped me understand notion for the first time.

  • @saulobayer4376
    @saulobayer4376 2 года назад

    I'm new at Notion! Thank you very much for this wonderful tutorial!

  • @MetalBere
    @MetalBere 8 месяцев назад

    Just what I was looking for. Thanks

  • @shout64
    @shout64 Год назад

    Super helpful! Some of these other tutorials are overly complicated or go so fast you can't keep up. I made a few of my own adjustments to viewing tasks in a project, but other than that I basically followed this word for word and I'm excited to start using it.

  • @patriciapaints
    @patriciapaints 3 года назад +7

    This is so smart thank you so much I’ve been trying to figure out a good way of creating relationships between my projects and my calendar and tasks and this way is so clear and straight to the point. Thank you!!!!

  • @juanangulo555
    @juanangulo555 Год назад

    Very helpful and easy to follow along, thanks!

  • @brianwongwaichung
    @brianwongwaichung 2 года назад

    This is a very good and yet underrated video. Thank you!

  • @prathamesh88
    @prathamesh88 Год назад

    thank you for your introduction to creating a database and how to think about organising information. It is really helpful! 🏝

  • @Intentionallivingnow
    @Intentionallivingnow 4 года назад

    Great video - I learned a lot! Thanks

  • @NadiFlows
    @NadiFlows 2 года назад

    Wow this is an amazing detailed video 👏🏾

  • @JohnVanderbeck
    @JohnVanderbeck 3 года назад +17

    One thing I've done with "Created Time", because I agree I wanted it smaller in most cases, is I create a SECOND property which is a formula, that takes the Created Time value and reformats it to a more compact MM/DD/YYY or DD/MM/YYYY format. Then I hide the Created Time property and only show the more compact one.

    • @StephenMattison66
      @StephenMattison66 2 года назад +1

      This is great, TY! Notion need an "Omit time" option like Appsheet has. Notion also needs recurring scheduling bad!

  • @filipportael4639
    @filipportael4639 3 года назад

    Thank you, great tutorial!

  • @moneyharry
    @moneyharry 4 года назад

    Learned a lot, thanks.

  • @moncholo_
    @moncholo_ Год назад

    Thanks for the video !

  • @MONEYSNEAKERS
    @MONEYSNEAKERS 3 года назад

    Awesome tutorial!

  • @Heydjcam
    @Heydjcam 3 года назад

    Really dope! Thanks so much

  • @AhmedZ3iM
    @AhmedZ3iM 4 года назад +1

    Awesome job, we will wait for tutorial to how we create a tasks manager in notion, that will be helpful and great :)

  • @joshuaroberts2103
    @joshuaroberts2103 3 года назад

    Super useful, thanks!

  • @emelielindstroem
    @emelielindstroem 3 года назад +3

    Great tips for a project manager! Super simple to understand for people who are not so advanced in Notion :)

    • @ritchiee1980
      @ritchiee1980 2 года назад +1

      Definitely! That would be me. I still struggle quite a lot with the formula functionalities. I am glad to know that I can manage a project without the need of them for the time being.

  • @philiphimmelstein9510
    @philiphimmelstein9510 4 года назад

    Great content! Subbed

  • @jelanijackson2551
    @jelanijackson2551 2 года назад +1

    Best tutorial I have seen on Notion. The other tutorials I have seen go way too fast!

  • @ktkthakre
    @ktkthakre 4 года назад +1

    This video is terrific, because I haven't yet seen anyone who has done a project manager tutorial of Notion from new page or from scratch!! Thanks Jared!!

  • @rq2872
    @rq2872 3 года назад

    thank you! this is great

  • @Shopgirl2000
    @Shopgirl2000 3 года назад

    Great video!

  • @isaatakishiyev4141
    @isaatakishiyev4141 4 года назад

    Thanks Jerad! Was this free version of Notion?

  • @satheesh_ar
    @satheesh_ar 2 года назад

    Excellent video

  • @BigRockNor
    @BigRockNor 3 года назад

    Excellent!

  • @ZachariasP
    @ZachariasP 3 года назад

    Thank you

  • @ttvideo8104
    @ttvideo8104 3 года назад

    ty so much

  • @user-mfsc-2024
    @user-mfsc-2024 3 года назад

    On ur example given in the video, could I add another table column to say "payment details" where to keep track of a project''s payment history, when, method, whom, method and etc. As always project amount are received into project stages

  • @cruiserodriguez8872
    @cruiserodriguez8872 4 года назад

    Great video 👍👌👌

  • @MrWanted000
    @MrWanted000 4 года назад

    Can you show us how u manage you task tab? And where we can download that template? Its not in the link u provided

  • @Anonnonon
    @Anonnonon 4 года назад +2

    I really enjoyed the tutorial, I was going to use Notion for my team, but there was a missing key feature (Automation) and (Graph reports), without it we are a mess. So we actually found a nifty little tool online called Ora.pm which suits our workflow pretty well, we are just waiting for them to release their mobile app soon, as we are highly mobile too. Notion's mobile app is fine but not great, hope they improve it in the future and add rules or automation, that would be wild.

  • @LBs15
    @LBs15 2 года назад

    Was there a way to merge table cell, been struggle with it.

  • @daandedm
    @daandedm Год назад

    Thank you so much for this tutorial, helped me a lot. However, when I have multiple items in my related calendar row, they stay there even if the date is already passed. Do you know how to hide the item after it has passed, without removing it entirely?

  • @lebohangpangwa1446
    @lebohangpangwa1446 2 года назад

    Awesome video. I desperately nee to know, how do you add an icon next to the tag. The fire icon is cool next to high priority.

    • @jeradhill
      @jeradhill  2 года назад +1

      Just paste an emoji in the name. Use your emoji keyboard on your phone or computer.

    • @lebohangpangwa1446
      @lebohangpangwa1446 2 года назад

      @@jeradhill Thanks so much!

  • @tejasgaikwad01
    @tejasgaikwad01 2 года назад

    Awesome

  • @saqibsahib5696
    @saqibsahib5696 Год назад

    I have lot of tasks and unable to perform well and productivity is going down. Any solution to handling the tasks with tracking of history

  • @happyfeet5618
    @happyfeet5618 3 года назад +1

    why isnt your project manager template included in the list of templates on your webpage after we subscribe to emails?

  • @StephenMattison66
    @StephenMattison66 2 года назад

    You can now turn off "Wrap column" by clicking that Column's header & clicking "Wrap column" to keep it from stacking up data, making the Row tall.

  • @aqimsdg
    @aqimsdg Год назад

    why cant i add view like you..if i were just add view on the next tab.. what happen if i make changes on the first tab, will the second tab gets the update as well

  • @Commonsensecommodities
    @Commonsensecommodities 3 года назад +1

    I have a Trading Journal Database in Notion. I have students who pay me to have access to that page. I place new trades and updates to existing trades every day. I will have between 5- to 100 Guests on that page/database. I need to let them know immediately when I add a new trade or update an existing page. I can't figure out how to do that. I don't want to have to @mention (name) 100 times each time I make a new trade. I set reminders for like 5 minutes into the future after I make a trade but I don't think all the Guests will see the reminder. How can I make Notion notify all Guests to a page at once when I add or change something to that page?

  • @josephshields317
    @josephshields317 4 года назад

    Great Video!!! I noticed you have a folder/page named Coda. I'm wondering what your thoughts are about Coda??? I'm debating whether to use Notion OR Coda OR ClickUp (which is really getting closer to Notion/Coda with the recent addition of Docs and Dashboards) THANKS!

    • @jeradhill
      @jeradhill  4 года назад

      The page has nothing to do with the app Coda. It’s an area for recording ideas, thoughts, and inspiration. I have a big video coming out early this week on my entire Notion setup.

    • @josephshields317
      @josephshields317 4 года назад

      @@jeradhill Thanks for the reply!!! Can't wait to see your next video!!!! I think your videos are the best on RUclips for Notion users. In fact, I'm a professor and I'm having my students create their ePortfolios in Notion & I suggested that they go through your Notion videos. ALSO.... have you checked out ClickUp recently? It has really come a long way. The way I see it is Notion/Coda are awesome content platforms/databases that try to do task/project management.... ClickUp is an awesome project/task management platform that is adding docs/dashboards to creep into the Notion/Coda space. Should be interesting to see who wins... actually, I think we all win with this competition. Cheers,

    • @jeradhill
      @jeradhill  4 года назад

      Wow, that’s amazing. Thanks so much. I should have my intro to Notion course done soon.

    • @jeradhill
      @jeradhill  4 года назад

      @@josephshields317 I downloaded Clickup but have not yet done much with it. I just dove into Airtable a bit over the last month and am doing a video soon on it. I am trying not to turn my channel into a productivity app channel. I like the topic and am passionate about it, but I wanted this channel to be more about entrepreneurship. I may start a new channel and focus on productivity tools. I am not sure yet. Thanks for the comments!

  • @saqibsahib5696
    @saqibsahib5696 Год назад

    Hi.. I would like to know that if the projects are completed then how can we put in the OUT box with all details month wise? Please advice
    I am generating the template for my projects

    • @jeradhill
      @jeradhill  Год назад

      You can create a database view of projects completed that month using filtering.

  • @exorahios4281
    @exorahios4281 4 года назад

    Very good video !! The question is How i can install NOTION in laptop with Linux mint 19.3 x64

    • @m.yusufozkan5644
      @m.yusufozkan5644 3 года назад

      you cannot, because notion does not have a linux desktop application. you can use it through your web browsers though.

  • @magomore1
    @magomore1 4 года назад

    👏👏👏👏👏

  • @inspectorweed
    @inspectorweed 4 года назад +1

    If you “unwrap” the cells they will run off the end and you can make the columns shorter

    • @jeradhill
      @jeradhill  4 года назад

      Yeah, I saw that shortly after I finished editing this video. I always create all my views first before adding data so I never notice it until I started in on this video. Thanks for sharing it.

  • @Jarajesh
    @Jarajesh 2 года назад

    WoW

  • @joyhawk63
    @joyhawk63 3 года назад +1

    For Date Created - make this a formula. For example: formateDate(now(), “MM/DD/YY”). You can change the format to also include the time or just have the time. www.notion.so/formatDate-7648cf9bfae44ea49a7fbc314263c8cb

  • @chunghoe
    @chunghoe 3 года назад

    can Notion create a Gnatt chart? many tutorials are extremely bloated and defeat the interoperability of Notion's uses

  • @jorgej.torres8614
    @jorgej.torres8614 3 года назад

    To make the cells go single line and not get bigger... press in the table options “wrap cells”

  • @JohnVanderbeck
    @JohnVanderbeck 3 года назад

    Project Manger seems better suited for Christmas

  • @xierche6938
    @xierche6938 2 года назад +1

    After I entered the email address in your websites, there is no template in it.

    • @jaylabrenay
      @jaylabrenay 2 года назад

      Hi, I was also looking for the template and did not see it!

  • @AlexTsyglin
    @AlexTsyglin 3 года назад

    17:45 Don't you think that it is too complicated to have so many fields for simple task?

    • @jeradhill
      @jeradhill  3 года назад

      I have made some minor changes since releasing this video. It still has several steps but it has proven beneficial for my business.

  • @Anonnonon
    @Anonnonon 4 года назад

    You are using a Mac computer I assume, where is the Pixelbook Go?

    • @jeradhill
      @jeradhill  4 года назад

      Still have it and love it. Just can't easily screen record from it.

    • @Anonnonon
      @Anonnonon 4 года назад

      @@jeradhill Oh never knew that there wasn't something to screen record on ChromeOS. I was looking forward to get the same Pixelbook Go 4k, but I really couldn't rap my head around not having a pro video editor that I can rely on, it's part of our workflow, I searched endlessly online but no go, so im still stuck with my Macbbook Pro with the faulty butterfly keyboard, my B button is failing, so excuse the double B's.

  • @jmazeing
    @jmazeing 4 года назад

    Hi Jerad. I really like your videos and seeing how you use Notion. And they are one of the main reasons I decided to start using Notion was because of all the amazing things that you showed in your videos. HOWEVER, there is something that you forgot to mention. NOTION DOES NOT WORK WITH IPAD. The iPad app has none of the functionality of the laptop app and it is a little misleading that your thumbnail for this video shows notion on an iPad when this type of database can’t be created on the iPad app. I am sure that you did this demonstration and set up the database on a laptop, because I tried recreating it on my iPad and I couldn’t build a page like yours or any page for that matter because there are key functions mentions. Can you start to mention that to your viewers and change your thumbnails so that it doesn’t unintentionally mislead people to think that they will be able to do what you do on their iPad? Or do a video on the limitations of Notion on mobile devices so people are well informed? I bought a subscription based off of your recommendations and demonstrations and now I have something that I can’t use. I spoke with the Notion people and they acknowledged that the iPad app has a lot of issues but they have no idea of when the iPad version will have the functions that the laptop app has which is extremely frustrating and disappointing.