ClientSync - Project management - Notion template

ClientSync is a powerful Notion template designed to simplify and streamline client-based project management. It brings all your clients, projects, tasks, and resources into one organized system, so you can focus on delivering results without the confusion.

Key features:

Clients: Keep a central directory for all clients with quick access to related projects, documents, and notes.

Projects: Create dedicated workspaces for each project, complete with schedules, deliverables, and linked tasks.

Tasks: Manage all tasks in a master calendar view, assign responsibilities, track deadlines, and monitor progress with ease.

Resources: Store and link client briefs, contracts, assets, and resources directly to their projects.

Progress tracking: Visual indicators and rollups show how projects and tasks are progressing at any time.

Flexible Views: Switch seamlessly between calendar, timeline, board, or list views for better project visibility.

Conditional Colors: Instantly identify task ownership with built-in conditional coloring for assigned team members.

Who is it for?

Teams and agencies managing multiple client projects.

Freelancers juggling different clients and deliverables.

Businesses that need clear accountability and centralized project management.

How It helps:

Stay Organized: All clients, projects, and tasks are structured in one place for easy navigation.

Improve Collaboration: Clear task ownership and linked resources keep the whole team aligned.

Save Time: No more searching for briefs, deadlines, or updates—everything is connected.

Track Progress: See how projects are moving forward and address bottlenecks quickly.

Boost Accountability: Conditional colors make it clear who’s responsible for what, reducing overlaps and confusion.