Before you hire
Connect the tools where your projects live under Settings > Tools:
If your team works in a task tracker such as Asana, Jira, Linear or ClickUp, connect it too and add it in the worker’s Tools section.
Skills it starts with
If you’ve connected both Notion and Google Docs, your Project Manager asks which one to use.
Your first week
1
Day 1: share a live project
“Here’s our current project: [GOAL, TEAM, DEADLINE]. Turn it into a project plan in Notion.”Answer the setup questions, then review the plan’s phases and owners.
2
Day 2: process a meeting
“Here are the notes from today’s sync: [PASTE NOTES]. Pull out decisions, action items with owners, and open questions.”
3
Day 3: chase updates
“Check which tasks have no update this week and draft a short nudge for each owner.”
4
Day 4: first status report
“Write this week’s status report for [STAKEHOLDERS]. Lead with risks.”
5
Day 5: put it on a schedule
“Every Friday at 3pm, send me the status report draft. Every Monday at 9am, flag anything overdue.”
Common pitfalls
- No single source of truth. Tell your Project Manager where the plan lives and which tracker is the real one.
- Vague owners. Use names, not teams, when you assign work. Your Project Manager follows up with people, not departments.
Next steps
Projects
Keep long-running work organized
Scheduling Tasks
Weekly reports and reminders