Sprint Based Notion Client Portal & Dashboard

With this Notion client portal, your clients gain visibility into project progress, tasks, and upcoming sprints. They also have the ability to submit requests and view your time spent.
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Template: bentayloroptio...
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[@aldomeza-dev]

Awesome template, the only thing missing is Client Info!

[@OptiOppNotion]

That’s a good point! Could be useful in the main dashboard to have. I have a CRM that I’ve linked to the portal in my own workspace.

[@jeffjcorey]

If everything is running through one big global dashboard how does client A, not see Client B tasks, sprints, etc? We built a similar approach for our agency but Notion would not allow us to block out our global dashboard from a clients view. If we gave a client a dashboard, they would also have access to the global database as well.

[@OptiOppNotion]

That's the reason why I duplicate each template in this video. I then link those database through views on the dashboard, which they don't have access to. This allows me to see all my client projects and tasks and in one place while not exposing any data. At this time, this is the only way of getting around this unless through an automation technique with Make. Hopefully, they'll fix improve database permissions soon.

[@jeffjcorey]

Nice! I’ll check it out. Great work on the dashboard.

[@ivanv6862]

Great work again! The only thing I see this template might benefit from is assets. Clients often want all the materials to be stored in 1 place, maybe you have a solution for that? Also, how do you track financial part of it?

[@OptiOppNotion]

Okay I’ll keep those in mind for future updates!

[@Itandrewhk]

Lovely, I see a few template of yours and find it very useful for small businesses. Is it possible to combine all these pages in one and create a system?

[@OptiOppNotion]

It is! I'm continuing to work on a system that combines them all. I hope to deliver a better all-in-one system in the future so keep checking in!

[@Smaffs59]

Could you manually retro enter the time spent in the same fields? If you were completing a task but was away from your PC for example.

[@OptiOppNotion]

Yes you can!