Created an intuitive client portal in Notion that serves as a central hub for project collaboration and communication. The portal bridges the gap between the team and their clients, ensuring everyone stays aligned throughout the project journey. By providing real-time visibility into project progress and organizing all project-related information in one place, the portal streamlines client interactions and project management.
Key Features:
Clear project timeline view that clients can easily access and understand
Real-time progress updates to keep clients informed
Organized project documentation and deliverables
Integrated task management system
Centralized communication hub for project updates
Automation Implementation:
Set up automated status updates when tasks are completed
Created auto-generated weekly progress reports
Built recurring task templates for regular project milestones
Implemented automated email notifications for timeline changes
Developed auto-populated project dashboards using Notion formulas and relations
Impact:
Enhanced project transparency
Improved client communication and satisfaction
Reduced back-and-forth emails
Better project organization and timeline tracking
Streamlined client collaboration process
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Built a streamlined client portal in Notion with automated workflows, featuring auto-updates, timeline tracking, and real-time progress reports.
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Low-Code/No-Code
Systems Audit
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Notion
Mona Garcia
Turning chaos into systems | EA & Systems Strategist