Ready to elevate your work with best practices from leading companies and experts? These easy-to-use templates can help you simplify how you and your team get stuff done.
1. Personal CRM
Keep track of all the people you meet, what you know about them, when to reach out and say hello, and whether they're a professional contact. Be that person who always follows up and who knows the exact gift to give. This template is designed to be that secret weapon.
2. Personal Finance Tracker
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Effortless Budgeting
Plan your monthly and annual finances with ease, ensuring your financial goals are within reach.
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Bulk Data Entry with CSV
Effortlessly manage large volumes of data by importing transactions using CSV templates.
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Monthly Tracking
Stay in control of your finances with monthly income and expense tracking.
3. Notion Project Management
you can easily create project timelines, assign tasks, set deadlines, track progress, and manage your meetings - all in one place. Whether you're managing a small team or a large enterprise, this template will keep you organized and on track.
4. Personal Finance Tracker (w/ Notion AI)
Transform your financial management using Notion's Personal Finance Tracker template, empowered by Database Automations. Whenever you input new income or expenses, the system automatically updates the date, helping you maintain an accurate financial journal. The template even nudges you to set aside money for tax on relevant income streams. Track your personal finances with Notion to make better-informed decisions.
5. Docs
Organize and keep track of documents shared across your team. You can define and apply tags to indicate who the stakeholders are, deadlines, document type, and more. Add additional database properties as you see fit, find everything easily, and filter to focus only on specific doc types or authors.
This is especially helpful for recording company processes and publishing product or design specs in a way where many people can comment, contribute, and reference them going forward.
6. Product roadmap
This product roadmap template is your strategic partner for outlining project phases and iteration plans with clarity. It's perfect for agile roadmap development, from high-level product strategy to detailed feature roadmaps. Visualize your release plan and strategy map, ensuring alignment on product blueprints and goal mapping across teams. Track launches with precision, view progress by quarter or year, and bring cross-functional collaboration to new heights with customizable filters and views. Get the comprehensive overview or granular detail you need at a glance.
7. Resume
Build a beautiful, functional resume within your workspace. Publish your page to the web and send over the link with your job applications. You can keep improving the resume even after you sent it out.
8. Projects & Tasks
Track projects of any shape or size, and for any type of team. View projects as a timeline, kanban board, or calendar — whatever works best for you. Then write planning docs, embed designs, and organize meeting notes in the same place.
9. Reading list
The modern day reading list includes more than just books. We've created a dashboard to help you track all of the articles, videos, podcasts, blog posts, Twitter threads, and — yes, books — you want to read now or later.
With Notion Web Clipper, you can easily save any of this from the web to your Notion workspace so it's right there whenever you need it.
