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Notion for Project Managers 2026: how to set up and use

24.02.2026

~9 min.

At PMHub, we've successfully migrated multiple teams and project managers to Notion over the past three years—from startups with 8 developers to enterprise IT departments with 180+ employees. The results are consistent: reporting time drops from 4 hours to 20 minutes per week, risk prediction accuracy increases by 47%, and stakeholders finally stop asking "where are we at?" during daily calls.

This article is our complete guide to building a project management system in Notion. We'll show you how to create five interconnected databases in just three working days that replace Jira, Trello, Confluence, and Google Sheets combined. No complex formulas, no paid integrations—just native Notion features + our battle-tested templates.

What you'll get:

  • Unified project board with automatic metrics
  • Task tracker with sprints and velocity tracking
  • Risk matrix with color-coded indicators
  • Team capacity dashboard with alerts
  • Automated executive reports
Our real-world results:
✅ 20+ teams migrated to Notion
✅ Average implementation: 3 working days
✅ Reporting savings: 4h → 20min/week
✅ Risk accuracy: 53% → 80%
✅ Stakeholder satisfaction: +67%

Why We Love Notion (and recommend it to you)

The Problem of Fragmented Tools

Picture a typical 2025 IT team: Jira for tasks, Trello for backlogs, Confluence for docs, Google Sheets for risks and capacity, Telegram/Slack for communication. Result? PMs spend 60% of their time synchronizing data instead of managing projects.

Real client case—fintech company with 17 projects:

  • PMs updated status across 4 systems simultaneously
  • Stakeholders requested reports in different formats
  • Risk matrix lived in Excel, updated monthly
  • Team capacity calculated manually every Monday

Outcome: 18 hours/week on "tool administration" instead of team leadership.

Notion as a Unified System

We built their 5-database system in 3 days. What changed:

Fact: Status reporting time dropped from 4 hours to 20 minutes weekly.

Why Notion excels:

  1. Single source of truth. One database = all project info. No more "Where's the spec?", "What are active risks?", "Who's owning this feature?"
  2. Automatic metrics. Rollup properties calculate velocity, capacity, and risk counts without manual work.
  3. Flexible dashboards. Stakeholders see live data—no more status calls.
  4. Cost-effective. Scales to 100+ person teams. Enterprise features available for advanced needs.
  5. Mobile-first. PMs check status from anywhere—taxi, airport, client site.

How We Conduct Migration (3-Day Scenario)

Day 1: Data Collection
PM interviews, Jira backlog export, Excel risk list import.

Day 2: Database Setup
Create 5 databases, configure Relations & Rollups, test on 2-3 projects.

Day 3: Migration + Training
Migrate remaining projects, 1-hour team training session.

Our pro tip: Run parallel with existing tools for first week. Team adopts stress-free.

Database #1. Unified Projects Board

Creating "Projects" Database

Notion → New Page → Database → Board view. Name it "Projects".

Required columns (properties):

PropertyTypePurpose
Project NameTitleMain project identifier
StatusSelect (Board)Discovery | Active | On Hold | Done
PM ResponsiblePersonProject lead
DeadlineDateKey milestones
BudgetNumberActual/plan in $K
VelocityRollupAuto-calculated from tasks
Critical RisksRollupCount of red risks
Stakeholder CommentsTextLatest feedback

Velocity Rollup Setup

Click "+" → Property → Rollup:

  • Relation: Tasks (we'll create in Database #2)
  • Property: Story Points
  • Calculate: Sum
  • Filter: Status = Done
Velocity Rollup Example:
Relation: Tasks
Property: Story Points ✓
Calculate: Sum
Filter: Status = "Done" ✓
Result: 28 (Sprint 1) → 34 (Sprint 2) → velocity growth!

Filters and Board Views

Create three board views:

  1. My Projects — Filter: PM = [your name]
  2. Red Zone — Filter: Risks > 2 OR Deadline < 7 days
  3. Stakeholder View — Filter: Status ≠ Done, hide Velocity/Risks
Pro tip: Pin "Red Zone" as first view—burning projects always visible.

Real Project Example

ProjectStatusPMDeadlineBudgetVelocityRisks
Mobile AppActiveAnna K.Apr 15, 2026450k $283
ERP MigrationOn HoldMichael P.Jun 30, 20262.1M $05
AI ChatbotDiscoveryElena S.-180k $-1

Database #2. Tasks & Sprints Tracker

Creating "Tasks" Database

New Page → Database → Board view → "Tasks". Group by Status: To Do | In Progress | Review | Done.

Complete properties list:

PropertyTypeDescription
TaskTitleBrief description
ProjectRelationLink to Projects database
SprintSelectSprint-1, Sprint-2... Sprint-N
StatusSelect (Board)To Do → Done
AssigneePersonWho's working on it
Story PointsSelect1, 2, 3, 5, 8, 13
Task DeadlineDateExact due date
PrioritySelectP0 Critical | P1 High | P2 Medium
  1. In Projects DB: "+" → Relation → Select "Tasks" database
  2. In Tasks DB: "Projects" property auto-appears
  3. Test: Add task → select project → verify link works
⚠️ Important: Relations are bidirectional. Task changes instantly reflect in projects!

Daily Standup in Notion

Create Linked Database:

  1. /linked → Tasks database
  2. Filter: Assignee = [team member]
  3. Status: To Do + In Progress
  4. Sort: Deadline (soonest first)

Result: Developers access personal task boards in 5 seconds.

Standup pro tip: Pin each person's Linked Database on shared standup page.

Database #3. Risk Matrix & Blockers

Creating "Risks" Database

New Page → Table view → "Risks". Use Gallery view for matrix visualization.

Key properties:

PropertyTypeOptions
RiskTitle-
ProjectRelationProjects database
ProbabilitySelectLow | Medium | High
ImpactSelectLow | Medium | High
Risk StatusSelectOpen | In Progress | Closed
OwnerPerson-
Closed DateDate-

Risk Color Formula

Create "Risk Level" Formula property:

if(prop("Probability") == "High" and prop("Impact") == "High", "🔴 Critical",
if(prop("Probability") == "High" or prop("Impact") == "High", "🟠 High",
if(prop("Probability") == "Medium" and prop("Impact") == "Medium", "🟡 Medium",
"🟢 Low")))

Visual Risk Matrix

Board view grouped by "Risk Level":

Probability\ImpactLowMediumHigh
Low🟢 Low🟢 Low🟡 Medium
Medium🟢 Low🟡 Medium🟠 High
High🟡 Medium🟠 High🔴 Critical
Result: Stakeholders spot red risks in 3 seconds.

Database #4. Team & Capacity

"Team" Database

Table view → "Team". Properties:

PropertyTypeExample
NamePersonJohn Smith
RoleSelectDev | QA | PM | Analyst
Current LoadRollup5 tasks
Max CapacityNumber6 tasks/sprint
Load %Formula83%
SenioritySelectJunior | Middle | Senior

Capacity Visualization

Gallery view grouped by Load %:

  • 🟢 0-70% — optimal capacity
  • 🟡 71-90% — borderline
  • 🔴 91-100% — overloaded!
Auto-alert: Create "Overloaded" filter (>90%) and share link with PM weekly.

Database #5. Executive Reporting

Main Dashboard

New Page → "Stakeholder Dashboard". Add 6 widgets:

  1. Projects by Status — Projects Linked DB, Board view
  2. Critical Risks — Risks Linked DB, "🔴 Critical" filter
  3. Velocity Trend — Tasks Linked DB, Table with chart
  4. Team Capacity — Team Linked DB, Gallery by %
  5. Top Blockers — Tasks Linked DB, "In Progress > 7 days" filter
  6. Upcoming Deadlines — Projects Calendar view
Fact: CEO reviews all 17 projects status in 2 minutes—no calls needed.

15-Minute Quick Start Guide

STEP 1: Team (3 min)
1. Open template
2. Team DB → Replace all People
3. Roles + Max capacity by seniority:
  Junior: 4 tasks
  Middle: 6 tasks
  Senior: 8 tasks
STEP 2: Projects (4 min)
4. Projects DB → Add your projects
5. Assign PMs
6. Set deadlines
STEP 3: Task Migration (5 min)
7. Tasks DB → CSV import from Jira
8. Or manually migrate TOP-20 tasks
STEP 4: Test (3 min)
9. Verify: velocity calculating?
10. Risks displaying?
11. Dashboard updated?

Implementation Results

17 client projects (3 months usage):

  • Reporting time: 4h → 20min/week (-95%)
  • Deadline forecast accuracy: 53% → 80% (+47%)
  • Stakeholder calls: 12 → 3/month (-75%)
  • PM focus on leadership: 40% → 85% time (+112%)

Support & Next Steps

Write us a message: We'll customize for your needs — gaming, fintech, enterprise, or startup.

Next step: Copy template, test parallel with current tools for 1 week. 95% of teams stay on Notion permanently.

Ready to migrate? Email us your case for a free template + migration roadmap.

Get Consultation