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How to BUILD a Project & Task Manager with Notion! | Track your projects & tasks easily! ✨ thumbnail

How to BUILD a Project & Task Manager with Notion! | Track your projects & tasks easily! ✨

5 min read

Based on The Organized Notebook's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Use three linked databases—Projects, Tasks, and an optional Sprints database—to keep planning, execution, and time-boxing connected.

Briefing

A practical Notion-based project and task manager can be built around three linked databases—Projects, Tasks, and an optional Sprints layer—so progress stays measurable, work stays organized, and planning can be reused across new projects. The core idea is to treat projects as the “parent” record, tasks as the actionable units, and sprints (if used) as a time-box that reshapes task flow without changing the underlying project structure. That structure matters because it turns vague to-do lists into a system where timelines, statuses, assignments, and completion percentages update automatically.

The session starts by laying out why teams (and solo planners) need a project management system: it streamlines workflows, improves collaboration, and makes it easier to assign work, track timelines, store resources, and automate repetitive steps. It then breaks project planning into repeatable fundamentals—set clear goals and realistic deliverables, split big goals into smaller tasks, use deadlines to reduce procrastination, assign roles for accountability, and keep communication transparent. The emphasis is on progress over perfection: move tasks forward in a way that maintains momentum rather than setting unrealistic expectations.

From there, the workshop compares common project management approaches—Kanban boards, sprint-based cycles, and goal planning—and argues that Notion can combine these in one place. Notion Projects is mentioned as an official template option that includes a sprint-style system, but it comes with drawbacks: customization can limit sharing, and the sprint database is described as beta and potentially fragile if deleted or broken. To avoid those risks, the build focuses on constructing the system from scratch using Notion’s blocks and tools.

The step-by-step build creates a Projects database (gallery cards grouped by status, with start/end dates, description, and a cover). Next comes a Tasks database configured for board workflow: tasks have status, assignee, due date, estimated hours (as a number), priority (low/medium/high via a select with color coding), and optional file attachments. Crucially, tasks are linked back to their parent project through a Relation property. An optional Sprints database adds a time-box layer with its own status flow (renamed to Next, Current, Past), start/end dates, and a relation back to tasks.

Once the databases exist, the main page is assembled using linked database views: a clean Projects gallery, a Projects timeline, a Task board, and a “By Sprint” task view that groups tasks according to the sprint relation. Progress is automated with a rollup: each project gets a completion percentage based on task status grouped into percent-by-group, displayed as a progress bar. To make the system scalable, each project includes a template database with planning and review sections plus a task board filtered to that project. Sprints also get templates, including a backlog view that filters tasks not in the current sprint and not complete—so tasks can be moved into the sprint as work begins.

The Q&A extends the system’s flexibility: subtasks can be handled via a separate Subtasks database linked to tasks (with rollups to compute percent complete), and Slack notifications can be triggered via Notion Automations when task status changes (available for Notion Plus). Status columns can be expanded beyond the default, and sprints are recommended especially for longer projects or when multiple initiatives need frequent deadlines. The session closes by offering the free template built during the workshop and pointing to a more feature-rich “ultimate” Notion template with and without sprints, plus a discount code.

Cornell Notes

The workshop builds a reusable project and task manager in Notion using linked databases: Projects, Tasks, and an optional Sprints database. Projects track start/end dates, descriptions, and status, while Tasks hold actionable details like assignee, due date, estimated hours, priority, and attachments. Tasks link back to Projects through a Relation property, enabling a rollup that calculates each project’s completion percentage from task statuses and displays it as a progress bar. If sprints are enabled, Sprints are time-boxed (Next/Current/Past) and connected to tasks so work can be viewed and managed by sprint. Templates make the system scalable: new projects and new sprints automatically load planning/review sections and filtered task boards.

Why does the workshop treat Projects as the “parent” and Tasks as the “children” in Notion?

Projects act as the top-level record with timeline and progress. Tasks are the units of execution and include operational fields—status, assignee, due date, estimated hours, priority, and optional files. The key mechanism is a Relation property on Tasks that links each task to a specific Project. That link then powers linked views (task boards filtered to a project) and rollups (project completion derived from task status).

How does the system compute a project’s completion percentage automatically?

Each project gets a Rollup property named something like “completion.” The rollup uses the relation to Tasks and calculates percent by group based on task status. The workshop demonstrates showing the result as a progress bar, then moving a task to “done” to confirm the project reaches 100% when all related tasks are complete.

What changes when sprints are added, and how does that affect task views?

Sprints introduce a time-box layer separate from project identity. The Sprints database includes a status flow renamed to Next, Current, Past, plus start/end dates. It connects to Tasks via a relation. Linked views then group tasks by sprint (a “By Sprint” board), and templates add a backlog view that filters tasks not in the current sprint and not complete, making it easy to pull work into the sprint.

How can the template be reused for every new project without rebuilding the layout?

A project template is created inside the Projects database. It includes planning and review sections and a task board linked to the Tasks database, filtered to the current project. The template can be set as default for all views, so opening a new project automatically loads the same structure and ensures newly added tasks are tagged to that project.

What are two ways to add subtasks to tasks in this system?

One approach creates a separate Subtasks database with a checkbox field (done) and links it to Tasks via a relation; a rollup can then compute percent complete. Another approach uses Notion’s native sub-item system, but the workshop favors the separate Subtasks database because it’s clearer in table views and more workable for board-based workflows.

How can task status changes trigger Slack notifications?

Using Notion Automations (available with Notion Plus), a new automation can be set with a trigger such as “status changes to done.” An action then sends a Slack notification to a chosen channel, assuming Slack integration is already configured. The workshop notes this is useful for team workflows and points to a tutorial for the template tour.

Review Questions

  1. What specific Notion properties and linked views are required to make project completion roll up from task statuses?
  2. How would you modify the system to support a workflow with more than three task statuses (e.g., “In Testing”)?
  3. When would sprints be most beneficial compared with managing everything through a single task board?

Key Points

  1. 1

    Use three linked databases—Projects, Tasks, and an optional Sprints database—to keep planning, execution, and time-boxing connected.

  2. 2

    Split project goals into smaller tasks with clear statuses, deadlines, and assigned owners to maintain accountability and momentum.

  3. 3

    Configure Tasks with practical fields (status, assignee, due date, estimated hours, priority, and optional files) and link each task to its Project via Relation.

  4. 4

    Calculate project completion with a Rollup that derives percent-by-group from task status, then display it as a progress bar on the project cards.

  5. 5

    Build main-page dashboards using linked database views (gallery, timeline, board, and sprint-grouped views) and hide database titles for a cleaner layout.

  6. 6

    Scale the system with database templates: new projects should automatically load planning/review sections and a task board filtered to that project.

  7. 7

    If using sprints, create a backlog template that filters tasks not in the sprint and not complete, so work can be moved into the current sprint efficiently.

Highlights

A project’s completion percentage can be automated in Notion by rolling up task status into a percent-by-group calculation and rendering it as a progress bar.
The “By Sprint” task view works because Sprints are connected to Tasks via a relation, letting tasks be grouped and moved according to time-box status (Next/Current/Past).
Templates are the scalability engine: each new project can automatically spawn planning, review, and a filtered task board without rebuilding views.
Notion Automations can send Slack notifications when task status changes—turning status updates into team alerts.
The workshop recommends building from scratch instead of relying on Notion Projects’ sprint database due to customization and beta fragility concerns.

Topics

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