Full Workspace Build & Dashboard Design
Imene Mellal
The Problem
Tasks and weekly deliverables were being managed inconsistently and manually, creating duplicates and extra admin work everyday.
Chris needed a clear manager view that highlights only what matters (incomplete work for the current week), without needing to delete completed tasks.
The team needed granular access so each person only sees their own tasks, while keeping the master tracker confidential.
Reminders and assignment notifications needed to be automated across the team.
KPI tracking had to be role-specific, and charts needed to reflect different KPIs per team member.
KPI tracking had to be role-specific, and charts needed to reflect different KPIs per team member.
The Solution
Cleaned and structured the master Tasks database with practical views for operations and visibility.
Designed a functional main dashboard for Chris with an "active work" focus (To do + In progress) and a separate way to view Completed.
Created individual member portals so each guest sees only their tasks.
Implemented recurring weekly tasks via automations, aligned to a Monday–Friday week, with deadlines set for Friday.
Set up assignment notifications:
In-app and mobile notifications (with guidance to enable Notion mobile notifications).
Email notifications by connecting a Gmail account to Notion.
Added KPI charts and weekly KPI tracking, including member-specific KPIs requested later (for example, Team Member 1 : YouTube metrics, and Team Member 2 : weekly output).
Updated permissions so team members can edit KPIs (not only comment).
The Process
Confirmed scope and deliverables:
Tasks database cleanup and key views
Executive dashboard
Granular access setup and guest-only visibility
Individual member portals
Automations for repeating weekly tasks and reminders
KPI charts per team member
Collected needed access and team member emails for assignments, permissions, and notifications.
Reviewed role-specific KPIs to avoid irrelevant charts for team members who do not track certain metrics.
Delivered progress through walkthrough recordings and a written summary to speed up review.
Implemented weekly task automations and refined scheduling rules:
Week starts Monday
Weekly tasks due Friday
Weekly feedback tasks scheduled for Friday
Shared each portal with the corresponding team member and documented how to find and use the portal.
Refined Chris’s dashboard views so incomplete work is the default, while completed work remains available for history.
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Posted Apr 15, 2026
The project addressed inconsistencies in task management by creating a structured master Tasks database and a focused dashboard for tracking active work.
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Timeline
Dec 15, 2025 - Dec 23, 2025
