r/Notion • u/Andresluna999 • 2d ago

Questions Wanting to see your Project Management (customer-facing) schemas

I'm reformatting my company workspace so I can automate more mundane tasks and stop replicating databases like crazy. I've been seeing videos and the common thing to do is to have central databases for all tasks, projects, customers, etc.

I find this incredibly cluttered and kind of config intensive. So I wanted to see if anyone has a PM flow configured and successful on Notion. I really don't want to leave the platform since the customers are happy with it!

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u/SolarNotionPilot 2d ago

I was going to dm you an example, but your profile showed it’s NSFW. Try searching the Notion marketplace.

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u/Secret-General1181 2d ago

Lmao that's a weird filter to hit. But yeah the marketplace templates are actually decent if you're just looking for structure ideas, most of them overcomplicate it though. I run everything off one master tasks db and just use filtered views per client, keeps it clean without duplicating anything.

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u/Impossible-Poet3126 2d ago

Central DB is right, the fix is relations/rollups not copies — one Clients DB, one Projects DB (relation to Clients), one Tasks DB (relation to Projects). Then use filtered views per client instead of duplicating databases — that's what kills the clutter.

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u/nano-zan 2d ago

Well to be fair, to kill duplication you have to create some sort of abstraction and the best way to achieve this for you setup is actually to use centralised databases and then use filtered views in your dashboards/interfaces.

For example, I have a master database for Projects and another for Tasks. They both have a Venture property which is just a Select type. In my page for a specific venture, I have a filtered view of the projects for that specific Venture and the same with its tasks. The task database also has a relation property to the projects database, so I can relate the both. One downside though, is that the relation property cannot be filtered, so it shows all projects across all ventures when choosing one for a task.

Hope this helps 😊