Consultant Dashboard
About this template
Stay organized and ahead of the game! This template is created based on my experience as a consultant in a big4 consulting company. It contains: - A "how to guide" to get started - different spaces for each project => project overview and goal => meeting notes space => latest tasks space => important links quick access => Client contact space - Space for your trainings - Added value tracker - other internal projects or RFP tracker - Random requests/to dos - General information on the company notespace - 3 sets of additional banners to personalize your dashboard! The template is easy to use and suitable for Notion beginners This template is based on the principle to track your "value add" for the different tasks to perform. During feedback/promotion time, you can use this to point out how you added value to projects and the company. Works best on the desktop version.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
