How to Manage Clients in Notion (For real)
ℹ️ In this video, I show you a unique way for creating and managing client portals in Notion. This method takes advantage of synced blocks and the Notion permission cascade to give you a true 2 way "portal" between external and internal management of your client, while maintaining a single source of truth for that client. You also don't have to share the database and expose your other client data. Not bad!
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TIMESTAMPS
00:00 - Intro
01:15 - Adding “Clients”
02:53 - The Client Template
05:28 - The Client Portal
10:25 - The Aesthetics
13:11 - Current Roadblock
15:05 - How to actually build it
20:31 - Outro
Music from:
http://tunetank.com/
Watch video How to Manage Clients in Notion (For real) online without registration, duration hours minute second in high quality. This video was added by user Josh Redd - Notion Pro 06 May 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 7,332 once and liked it 192 people.