Workspace Overview

Welcome to your professional Notion workspace. This layout is designed based on your mind map to create an intuitive and efficient workflow system.

Use the navigation below to access different areas of your workspace.

Meeting

Schedule, track and manage meeting notes

Change Logs - Maintenance

Track system changes and maintenance activities

Billables

Manage invoices and financial tracking

Trouble shooting

Document and solve technical issues

Trial Follow-up

Track and manage product trials

Document

Centralized document management


Meeting

Database Recommendation:

Use a Calendar database with linked tables for detailed meeting information.

Calendar
List
Board
Meeting Schedule
March 2023
Sun
Mon
Tue
Wed
Thu
Fri
Sat
26
27
28
1
2
3
4
5
6
Stakeholder
7
8
9
Team
10
11
Meeting Properties
Common Properties
  • Date & Time
  • Title
  • Attendees (Multi-select or Relation)
  • Status (To Do, Ongoing, Done)
  • Location/Link
Meeting Types
Stakeholder Team 1:1 External Client
Meeting Templates
Stakeholder Meeting Template
  • Agenda:
    • Project updates
    • Decisions needed
    • Risk assessment
  • Action Items (Database linked to tasks)
Team Meeting Template
  • Structure:
    • Check-in (10 min)
    • Progress updates (15 min)
    • Blockers (15 min)
    • Planning (20 min)
  • Related Documents (Linked database)
Change Logs - Maintenance

Database Recommendation:

Use a Timeline database to track changes and maintenance activities over time.

Timeline
Table
Calendar
Change Log Timeline
Latest 5 changes
March 15, 2023
Database Schema Update
Updated user table with new fields for enhanced tracking
Schema Change Maintenance
March 10, 2023
Frontend Design Updates
Implemented new UI components for improved user experience
UI/UX Major
March 3, 2023
Security Patch
Applied security updates to authentication system
Security Maintenance
Change Log Properties
Core Properties
  • Date
  • Title
  • Description
  • Type (select)
  • Impact (select)
  • Status
  • Owner (person)
Change Types
Schema Change UI/UX Security Maintenance Feature Bugfix
Billables

Database Recommendation:

Use a Table database with formulas for financial calculations and rollups for summaries.

Table
Board
Gallery
Billable Items
Total: $12,450.00
Client Project Date Amount Status
Acme Corp Website Redesign Mar 15, 2023 $5,000.00 Pending
XYZ Inc App Development Mar 10, 2023 $3,500.00 Paid
123 Industries Consulting Mar 5, 2023 $2,200.00 Paid
Tech Solutions Maintenance Mar 1, 2023 $1,750.00 Overdue
Financial Summary
Total Revenue
$12,450.00
Outstanding
$6,750.00
Projects
4
Billable Properties
Core Properties
  • Client (Relation to Clients DB)
  • Project (Relation to Projects DB)
  • Date
  • Amount (Number with $ format)
  • Status (Select)
  • Invoice # (Formula auto-generated)
  • Payment Due Date (Date)
Financial Formulas
  • Days Outstanding (Formula)
  • Late Fee (Formula if overdue)
  • Tax Calculation (Formula)
  • Total with Tax (Formula)
  • Client Total (Rollup across client)
Trouble shooting

Database Recommendation:

Use a Table database with toggle properties for detailed solutions and linked references.

Board
Table
Gallery
Issue Tracker
By Status
Open
Login Authentication Failure
Reported: Mar 14, 2023
High Auth
Database Connection Timeout
Reported: Mar 13, 2023
High Database
In Progress
Image Upload Error
Reported: Mar 10, 2023
Medium Storage
Resolved
API Rate Limiting Issue
Resolved: Mar 12, 2023
Solved API
Mobile Navigation Bug
Resolved: Mar 8, 2023
Solved Frontend
Issue Template
Detailed Issue Structure
Issue Description
Steps to Reproduce
Solution
Related Documentation
Troubleshooting Properties
Core Properties
  • Issue Title
  • Status (Open, In Progress, Resolved, Closed)
  • Priority (High, Medium, Low)
  • Category (Frontend, Backend, Database, etc.)
  • Reported Date
  • Resolved Date
  • Assigned To (Person)
  • Related System Component (Select)
Advanced Properties
  • Time to Resolution (Formula)
  • Related Issues (Relation)
  • Affected Versions (Multi-select)
  • Resolved in Version (Select)
  • Knowledge Base Article (URL)
Trial Follow-up

Database Recommendation:

Use a Timeline + Board database to track trial status and follow-up tasks.

Board
Timeline
Table
Trial Status
15 Active Trials
New Trial
Acme Corp
Started: Mar 15, 2023
30 Day Trial
Enterprise
Tech Solutions
Started: Mar 14, 2023
14 Day Trial
Pro
In Progress
123 Industries
Started: Mar 8, 2023
Day 7 of 14
Enterprise
Follow-up
XYZ Inc
Ends: Mar 17, 2023
Day 12 of 14
Team
Converted
Big Enterprise
Converted: Mar 10, 2023
Annual Plan
Enterprise
Trial Stages
New Trial
Initial setup and onboarding
In Progress
Active usage and engagement
Follow-up
Decision stage with customer
Converted
Successfully purchased
Follow-up Template
Trial Follow-up Checklist
Check usage metrics
Send follow-up email at day 7
Schedule demo call before trial end
Prepare custom proposal with pricing
Send trial expiration reminder (3 days before)
Trial Properties
Core Properties
  • Company Name
  • Contact Person (Relation to Contacts DB)
  • Trial Start Date
  • Trial End Date
  • Trial Duration (Formula)
  • Trial Stage (Select)
  • Trial Plan (Select)
  • Usage Statistics (Number)
Automation Properties
  • Days Remaining (Formula)
  • Follow-up Date (Formula based on start)
  • Reminder Date (Formula based on end)
  • Conversion Probability (Select)
  • Notes from Calls (Relation)
  • Next Steps (Multi-select)
Document

Database Recommendation:

Use a Gallery database with robust tagging system and linked references.

Gallery
Table
List
Document Library
42 Documents
Document Categories
Content Types
Template Spreadsheet PDF Presentation Report Contract Guide
Departments
Sales Finance Product Marketing Operations Legal HR
Access Level
Public Internal Confidential Restricted Client-facing
Document Properties
Core Properties
  • Title
  • Type (Select)
  • Department (Select)
  • Access Level (Select)
  • Created Date
  • Updated Date
  • Version (Formula incremental)
  • Author (Person)
  • File Upload (Files & Media)
Metadata Properties
  • Tags (Multi-select)
  • Related Projects (Relation)
  • Related Clients (Relation)
  • Expiration Date (for time-sensitive docs)
  • Review Status (Select)
  • Review Date (Date)
  • URL (if web document)
Basic need

Structure Recommendation:

Use simple pages with toggle lists, tables, and callouts for reference information.

Quick Reference
Contact Directory
Common Procedures
Integration and Cross-References

Your Notion workspace uses linked databases to create powerful relationships between different areas. Here are some key integrations:

Meeting → Document

Meeting notes automatically link to relevant documents

Troubleshooting → Change Logs

Issues link to related system changes for better tracking

Trial Follow-up → Billables

Converted trials automatically create billing records

Document → All Areas

Documents can be linked to any related record in the system

Design Summary

This Notion workspace layout provides:

  • Intuitive Navigation: Clear categorization of all work areas
  • Purpose-Built Databases: Each section uses the most appropriate database type
  • Connected Information: Related databases link information across the workspace
  • Standardized Templates: Consistent formats for meetings, documents, and processes
  • Visual Organization: Status boards, calendars, and galleries provide visual workflows

The layout is designed to be both comprehensive and flexible, allowing you to expand each section as your needs evolve.