• [ ] Duplicate the OpsLab Template into Your Workspace
  • Rename the page to match your business or project focus.
• [ ] Customize Key Fields
  • Add/edit Project Types to match your workflow.
  • Adjust Priority Levels and Status Categories as needed.
  • Create additional Tags for context (e.g., Client-Facing, Marketing, Internal).
• [ ] Start Adding Projects
  • Click New Project Entry.
  • Fill in:
    • Project Name
    • Project Type
    • Status
    • Priority
    • Start and Due Dates
    • Tags and Assigned To
    • Notes and Attachments (optional)
• [ ] Review the Project Development View
  • Use filters to view projects by priority, status, or client/internal tags.
  • Quickly identify what needs attention and what’s progressing.
• [ ] Optional: Share Access with Your Team
  • Click Share in Notion and add emails with View or Edit access.
• [ ] Ready to Manage Projects?
  • Update projects regularly to keep your tracking up to date.
  • Use OpsLab to stay organized and on top of deadlines.