In this video, I am going to show you how I use Notion task templates to automate a lot of my work and make delegation a breeze.I will show you the two types of Notion task templates I use in my Notion task management system including:* Standard tasks * Workflow tasks Notion Standard Task TemplatesStandard tasks are tasks that go into my normal Notion task management table. I set these up to include every step/subtask included in the task so it is easy to see where I left off when I am working on the task.My process is to create a template for each new task BEFORE I do it for the first time, then save the template so I can easily duplicate it for future use.
I save the templates under a project called “Templates” then create a view in Notion called Templates so I can easily find them. Alternatively, you could add a “Tags” field and tag them as “templates.”
When creating a task template, I follow my usual task management best practices, including fields and information like:* Description * Due date * Priority * Who it is assigned to * Status * Goal * Project/Client * Links to training and process documentation Notion Task Templates for Complex FlowsFor me, what I call Notion workflow tasks are tasks that need a more complex workflow. In this example, I am going to show you my task templates for Notion content creation. As you can see, rather than embedding the process in each task, I have created a table that has all workflow across the top with checkboxes at each stage. This lets me easily see at a glance the status of all the content projects I am working on.If you found this video and article useful, please hit “Like & Subscribe” on the video and share it with others. If you would like a custom Notion productivity dashboard created for your own personal productivity system, reach out to our virtual assistant agency, Chrono Tasks.
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