Getting Started:

Start Here - Customer Welcome

Clients

Creating New Clients

Designing Your Client Portal

Working With Clients

Working With Objectives and Key Results (OKR)

Projects

Creating new Projects

Designing Your Project Portal

Working with Projects

Tasks

Define and Load ‣ to Your Project

Synchronizing Client Tasks to The Client Portal

Synchronizing Project tasks to the Project Portal

Notes, Docs, & Wiki

Working with ‣

Working with Documents

Using Tags Effectively

Your Intranet & Team Cards

Initial Setup

Defining Your Teams and Staff

Configuring Stages and Milestones

Working with Stage Signoffs

Using Business Types

Using Products & Services

Technical Docs

Understanding Permissions

Automation: Time Sequence Diagram

Databases in the PM Dashboard

Notion Native Automation

How to back up your PM Dashboard

Troubleshooting

Troubleshooting Execution Requests

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FAQ

Misc

Using the Sales Pipeline

Declaring Forms That Consultants Need to Sign

Plan and Review Synchronization Settings

Working with the Data Dictionary

Recording Platform Issues

External Automation (Business Rules)

Syncing with Go High Level

Breadcrumbs and Empty Views

UX - NAV - All Tasks vs All Client Tasks

UX - TASKS - Content Review

UX - BRANDING - Client-facing

UX - Make > External Tasks > Notion Dump

UX - LOBBY - /Reduce Home

How does PMFN diff. from this Notion template?

Prepping for Migration: What do we need to do (if anything) with current PM / export anything / clean up data?