5-minute Set up

Follow these steps in order. Don’t skip.

Step 1 - Make it yours.

• Click the page title on the home base, change it from “Client Project OS” to your business name (or leave it)
• Add your logo as the page icon if you want (click the icon at the top, upload image).

Step 2- Add your first client

• Open the Clients database
• Click “+ New” underneath the examples (feel free to delete the examples).
• Fill in the name, status (Lead or Active), rate, and contact.

Step 3 - Create their project

• Open the Project database
• Click “+ New” underneath the examples.
• Fill in the project name, link it to the client (use the Client property) , set start/end dates and fee.

Step 4 - Add deliverables

• Open the Deliverable page.
• Click “+ New”
• Fill in the deliverable, select the project, Notion will link it to the Project Database.
• Add each deliverable with its due date.

Step 5 - Open Monday Ritual

• Click into the Monday Ritual Dashboard.