Group Learning

Learn Notion for Client and Project Management

Organize Clients and Projects with Notion. Master Notion to streamline client work, manage projects, and build custom productivity systems.

Beginner Level
4 weeks to complete at 10 hours a week
Flexible Schedule

Skillshare

What You’ll Learn

Build aesthetic and functional dashboards to organize your workflow and boost productivity

Design a custom Notion system for tracking clients, projects, and deliverables

Create a collaborative client portal that enhances the client experience and reduces admin work

Skills You’ll Gain

Automation Productivity Collaboration Workflow Management Project Management Database Design Productivity Software Client Services Databases Project Management Software Customer Relationship Management (CRM) Software Process Improvement and Optimization

Shareable Certificate

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Develop Your Specialized Knowledge

Learn in-demand skills from university and industry experts

Master a subject or tool with hands-on projects

Develop a deep understanding of key concepts

Earn a career certificate from Skillshare

3 courses series

Instructor: Kristine SacdalanReady to build your dream workspace in Notion? This beginner-friendly course walks you through the essential building blocks of Notion so you can start organizing your personal and professional life with confidence. By the end of this course, you’ll be able to: - Navigate Notion’s interface with ease - Use basic and advanced blocks like to-do lists, toggles, buttons, and more - Embed media and personalize your workspace to reflect your unique style - Understand how to link pages, use synced blocks, and work smarter—not harder Kristine Sacdalan will guide you step by step, showing you exactly how to set up your account, customize your pages, and integrate Notion into your daily routines. Whether you're managing tasks, taking notes, or creating aesthetic dashboards, you'll leave this course with a rock-solid foundation—and a Notion setup that feels like you. Perfect for students, creatives, and productivity lovers alike. Let’s get organized (and have fun doing it)!

Instructor: Kristine SacdalanTake your Notion skills to the next level! In this hands-on course, you’ll go beyond the basics and learn how to harness the full power of Notion’s databases and dashboard customization tools. By the end of this course, you’ll know how to: - Set up full-page and inline databases to manage complex projects - Use advanced views like calendar, board, timeline, and gallery - Organize your data with properties like status, date, relation, and more - Design stunning dashboards using widgets, GIFs, and custom layouts Kristine Sacdalan brings Notion to life with an approach that’s both practical and personal. You’ll build systems that make your workflows easier and more enjoyable—no matter what you’re managing. From a mood board to a content calendar, you’ll learn to create a workspace that works hard and looks amazing. Ideal for social media managers, digital marketers, and anyone juggling multiple projects—this is where your productivity glow-up begins!

Whether you are just starting out as a freelancer or you’re hoping to better establish your service-based business, creating an effective productivity system to manage client projects is key to growing and expanding without overwhelm. In this class, you’ll be learning how to create your own custom Client Project Management system entirely on Notion, so you can streamline your processes, amp up your productivity, and deliver the best client experience. I'm giving you the tested blueprint that I've used in the last 3 years to manage and grow my own service-based business - templates and everything - and you'll come out of the class relieved knowing that you finally have a system you can depend on. What will we explore? - Learn the basics of navigating Notion to boost your everyday productivity - Design your custom Client Database, so you can access all your past, current and potential clients at a glance - Create a dedicated Internal Project Space, so you’ll never waste time searching for your notes again - Build a collaborative Client Portal that brings your client experience to the next level - Get a peek behind the scenes of my tested Client Management Workflow for my business This Class is Perfect for you if… - You just started a service-based business and you’re confused about what tools to use to organize your client projects. - You’re booking more clients now and it’s getting hard to juggle everything. You had “organize & streamline my business process” on your to-do list forever, and you know it’s finally time. - You’ve been hearing everyone talk about how amazing Notion is, but when you finally open the app you have no idea where to start - You’re ready to grow your business by charging more and reducing admin work. You know you need a system to build your calm & sustainable business - Designers, copywriters, consultants, coaches, trainers, and nutritionists. If you work with clients digitally, this is a system for you No prior Notion Experience is needed!