This template was created with two main purposes:
With these goals in mind, the Project & Task template is freely offered to help users learn and practice. The theme of information organization and task management is accessible for all ages and professions, as everyone needs to organize and take notes. For those new to Notion, it’s often first recognized as a note-taking app rather than a CRM, ERP tool or something complex.
A brief overview of the core method of this template, which is Project & Task: managing your work by categorizing it into two types, Project and Task. To create this template, besides the Project & Task method, I also referred to and added some features and definitions from the PARA method, including Resource and Archive.
Below, I’ll explain the method used in this template according to my understanding and knowledge. If there are any mistakes, please feel free to offer your feedback – it’s very much appreciated:
I'm sure many of you have taken notes on apps like Notes, used Reminders, or worked with to-do lists. It’s incredibly helpful, isn’t it? It helps us remember what we need to do, what’s urgent, and when to do it. I used to be the same way, so here’s an example:
Sounds reasonable, right? The next morning, I completed the sweeping task. However, by the afternoon, I hadn’t finished the lesson plan. It wasn’t because sweeping took up too much time but because I focused solely on finishing the lesson plan without considering that to complete it, I needed to do several smaller tasks: finding teaching materials, creating a presentation, planning classroom activities, and so on. At that moment, I realized that if I could list these smaller tasks for the lesson plan and organize them by priority and deadline, I could probably complete the plan more effectively.
So what was my oversight in the situation above? It was putting the task of completing the lesson plan at the same level as sweeping – treating them both as just tasks. In fact, completing the lesson plan should have been a project.
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A project is a large task that requires multiple steps, stages, and sub-tasks to complete. A project has a clearly defined start and end date. In contrast, a task is specific, clear, and can be completed on its own. Imagine a book – reading the entire book is a project, while reading each individual page is a task.
This is my understanding of Projects & Tasks based on resources (found on Google) and some books I’ve consulted (such as PARA Method and Getting Things Done).
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Now, back to the main topic – the Project & Task method:
In this template, I divide tasks into two types as the name suggests: Project > Task. This helps you manage your tasks more easily, identifying the order and priority of each task, rather than simply noting them in your Notes or Reminders as you might have done before. To apply this method, you only need to keep a few things in mind:
As mentioned above, this template is designed for newcomers to Notion, so I’ve structured the layout to be as simple and efficient as possible by consolidating everything onto a single page, including in-line databases. Of course, a multi-page, layered layout would allow us to separate and manage each feature or section more easily. However, since this template doesn’t include too many complex features, I believe that keeping everything on one page is the simplest and most suitable option for beginners, helping to avoid excessive clicking and prevent users from losing track of the template's various pages.