Notion Client Portal
About
Do you sometimes get overwhelmed by project management? This Notion template allows you to house all your project assets under one roof, and it's guaranteed to not only make you look more professional but also manage projects like a boss. You'll be able to stay on top of all your major milestones and delivery times with ease!
This template includes Priority Task Lists, Calendar Tracking, Documentation Sharing, Feedback and Notes and some Useful Resources and many more. The layout is easy to navigate for both designer and client and ensures seamless workflow and collaboration and, effective project execution and rollout!
Simply click on the link provided to you and press ‘duplicate’ in order to copy it to your own Notion dashboard. This template is compatible with the free version of Notion.
Pre-written useful resource guides including file formats, FAQ’s and how to best provide feedback
Project timeline database for each stage of the project (brand strategy, brand identity, packaging, social media, print and web design) that are entirely customisable for each project
What's Included:
- Client Portal Main Page
- Contract Sharing
- Invoicing & Payment
- Discovery Questionnaire
- Client Onboarding & Offboarding
- Brand Discovery
- Brand Assets
- Project Information
- FAQ Page
- Notes & Feedback Giving Guide
- Package Pricing
- File Guides
- Meeting Calendar
- Resources Page
- Feedback Page
- Client Statement
- Project Tracking
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FAQs
- How do I contact support?
For questions about this product, message the Shop Owner via their shop profile. For all other questions, like licensing or billing, visit our Help Center.
- How can I unzip product files?
PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.
Mac: Double click the .zip file, then search for the product folder or product file.
If you continue to have trouble, check out this help article for more tips.