PROJECT CONTEXT

Client: Small SaaS team (5–20 users) transitioning from ad-hoc task tracking to structured project workflows inside Notion.

Result: Clear task ownership and smoother project execution.

Goal: Configure a scalable project workflow that supports feature adoption, reduces daily friction, and clarifies ownership as the team scales.

Outcome: A repeatable workflow structure that enables contributors to create, track, review, and complete work without confusion or permission blockers.

ASSUMPTIONS

• Team size is between 5–20 active contributors.
• Work includes feature development, bug fixes, and operational tasks.
• Workspace already exists.
• Users have at least Can edit permissions.
• Team does not yet have formal project templates or workflow standards.

OVERVIEW OF CONFIGURATION

This guide walks through:

1. Creating a central Project Hub
2. Building a structured task database
3. Defining workflow states
4. Creating essential workflow views
5. Configuring role responsibilities