Notion Task Templates

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 Templates

Standard 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

For 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.