Building Client Dashboards with Notion's New Home and My Tasks Features

[@ReinischOps]

Great breakdown. Hate to be the 70th like but gotta do it.

[@damienherlihy]

Thanks for the overview Ben! Looking forward to consolidating my work and personal tasks into a home page.

[@EmericLM]

Thanks Ben for the explanation!

[@bacotell453]

Using this framework to build client dashboards, how would you integrate it with Notion Calendar? I like the idea of each client having a tasks database all their own, but I'd also like to display each of those client tasks in my calendar without having an ever-growing list of databases to link to Notion Calendar

[@benjaminborowski]

I’d say “you don’t” to be honest. You’d have to add every database to Notion Calendar. To be honest, Notion is designed primarily for internal teams and this is one place it doesn’t shine.

[@bacotell453]

@@benjaminborowski I appreciate the honesty. It's refreshing to see someone who loves Notion, but doesn't try to force it into every situation as if it's the proper solution to every problem. One other question I had for you: You mentioned that in the Client template, alongside having auto-linked Projects for the client you could also have auto-linked Tasks. However, I've always found it a bit hard to properly link Tasks, Projects, AND Clients. The main problem I have is that I would like it so that if I'm in a Project page, editing some tasks assigned to this project, and I add a new task, I would like it if that task inherited the client of the current Project page. I know you can do this after the fact by simply assigning a filter to the Project page, but do you know a templatized way to do this, so when I create a new Project, I don't have to go into it and add a filter to the Tasks linked view in order to auto-assign the client? I know it's a pretty specific ask, but I actually end up running into it every time I work with a new client, since I like working from both the Client page and the Project page.

[@benjaminborowski]

@@bacotell453 Don't link the Client to the Task? Use a Rollup to pull the Client from the Project :)

[@martinstead2894]

I can't replicate how you re-applied a template. I'm a Windows user does it make any difference?

[@benjaminborowski]

Honestly, there's a bug kicking around with templates right now. Could be related to that. I saw this morning that it should be "patched" soon.

[@christianmagill3829]

Thanks for the overview! Looking forward to getting access. If you turn a database into a task database, does that mean it's available in home for anyone who has access to that database?

[@benjaminborowski]

Yep!

[@eada2120]

"Promosm"