Prompt Details
Model
Chat - (gpt-5.6)
Token size
532
Example input
[NOTION USE CASE AND CONTEXT]: a personal operating system for a freelance UX designer who manages 4-6 simultaneous client projects tracks billable hours writes a design blog publishes case studies and is building a course as a long-term project
[CURRENT NOTION EXPERIENCE]: intermediate Notion user with 18 months experience and a workspace that started well but has become overwhelming with 150+ pages inconsistent naming and a database structure that no longer matches how the work actually flows
[NOTION WORKSPACE GOAL]: rebuild the workspace from scratch with a clean architecture that clearly separates client work personal projects and knowledge capture gives instant visibility into what needs to happen this week and is simple enough to maintain in 20 minutes per week
Example output
You have a classic second-generation Notion problem: the workspace was designed around how you thought your work would operate 12 months ago, rather than how it actually operates today.
For your situation, I would not rebuild the old 150+ pages one-for-one. I would create a deliberately small operating system with 6 core databases, 4 top-level areas, and one command center.
The design principle is:
> Capture once → relate once → surface automatically → review briefly → archive aggressively.
Notion currently supports the relations/rollups, database buttons, recurring templates, dependencies, and database automations needed for this architecture.
1. WORKSPACE STRATEGY AND ARCHITECTURE
The new architecture
Your sidebar should contain only:
🏠 HOME
│
├── ⚡ THIS WEEK
│
├── 💼 CLIENTS
│
├── 🚀 PERSONAL PROJECTS
│
├── 🧠 KNOWLEDGE
│
└── 🗄️ SYSTEM
That's it.
Do not put individual projects, meeting notes, blog posts, books, or tasks directly in the sidebar.
Those should live inside databases and appear through filtered views.
---
What each area means
🏠 HOME
Your command center.
It should answer five questions immediately:
1. What must I do today?
2. What needs to happen this week?
3. Which client projects need attention?
4. How many billable hours have I logged?
5. What's moving forward in my personal projects?
The Home page should contain linked views—not additional databases.
---
⚡ THIS WEEK
A focused weekly operating page.
Think of this as your execution cockpit, not another dashboard.
Recommended sections:
THIS WEEK
🎯 Weekly outcomes
[3–5 outcomes]
🔥 Priority tasks
[Tasks due this week]
💼 Client work
[Active client projects]
⏱ Billable hours
[This week's hours]
✍️ Content
[Blog/case studies due]
🚀 Course
[Current course tasks]
🧠 Capture
[Inbox / uncategorized items]
📅 Weekly review
[Review button]
---
💼 CLIENTS
Everything related to paid client work.
This area contains:
Clients
Client projects
Tasks
Meetings
Time entries
But don't create separate pages for every client in the sidebar.
Instead, the Clients page contains a filtered Clients database.
---
🚀 PERSONAL PROJECTS
This is where your:
UX blog
Case studies
Course
Other future projects
live.
The important distinction:
Personal projects are operational projects, not "miscellaneous tasks."
Your course can therefore have its own project page containing its related tasks, content, milestones and resources.
---
🧠 KNOWLEDGE
Your long-term knowledge system.
Contains:
Notes
Resources
Books
Design references
UX research
Articles
Frameworks
Inspiration
This should be deliberately separate from active work.
That's important because your current workspace likely suffers from knowledge and execution being mixed together.
---
🗄️ SYSTEM
Hide this from your normal workflow.
Put here:
Master databases
Archive views
Database documentation
Templates
Workspace rules
Migration staging area
You should almost never need to visit it.
---
2. THE DATABASE ARCHITECTURE
I recommend six core databases.
Database Purpose
Projects Every meaningful outcome
Tasks Every actionable commitment
Time Billable-hour tracking
Notes Thinking/knowledge capture
Resources External references
Goals Strategic direction
Then add Clients as the seventh because your freelance work makes it worthwhile.
So the final system is:
Clients → Projects → Tasks → Time
and
Goals → Projects
while
Notes → Projects / Clients / Resources
can connect knowledge back into work.
---
DATABASE 1 — CLIENTS
Purpose
One record per client/company.
Properties
Property Type
Client Title
Status Select
Type Select
Contact Text
Email Email
Website URL
Projects Relation → Projects
Active Projects Rollup
Total Hours Rollup → Time
Notes Relation → Notes
Last Contact Date
Next Review Date
Priority Select
Status
Prospect
Active
Paused
Completed
Archived
Views
1. Active Clients
2. All Clients
3. Needs Attention
4. By Status
5. Client Directory
Key rollups
Total Hours
Time → Client → Sum Hours
Active Projects
Projects → Status → Active
---
DATABASE 2 — PROJECTS
This is the heart of the system.
Every substantial outcome becomes a project.
Examples:
Acme SaaS redesign
Fintech onboarding redesign
UX blog redesign
Case study: Acme
UX Design Course
Properties
Property Type
Project Title
Area Select
Status Select
Client Relation → Clients
Goal Relation → Goals
Start Date Date
Due Date Date
Priority Select
Project Type Select
Tasks Relation → Tasks
Time Entries Relation → Time
Notes Relation → Notes
Total Hours Rollup
Completed Tasks Rollup
Task Count Rollup
Progress Formula
Health Select
Next Milestone Text
Area
Client
Personal
Content
Course
Status
Keep it simple:
Backlog
Planning
Active
Waiting
Complete
Archived
Health
🟢 On track
🟡 At risk
🔴 Blocked
Project views
Minimum five:
1. Active Projects
2. Client Projects
3. Personal Projects
4. At Risk
5. Completed
6. Timeline
7. By Client
I would make Active Projects your default.
---
Project progress
Connect Projects → Tasks.
Then roll up:
Total Tasks
Completed Tasks
Your formula can calculate:
Completed Tasks / Total Tasks
and display it as a percentage/progress indicator.
Notion specifically supports using relations and rollups to calculate project completion from related tasks.
---
DATABASE 3 — TASKS
This is your single task database.
Do not create:
Client Tasks
Blog Tasks
Course Tasks
Personal Tasks
Those should all be views of the same database.
Properties
Property Type
Task Title
Status Status
Project Relation → Projects
Client Rollup/Relation
Due Date
Priority Select
Type Select
Billable Checkbox
Estimated Hours Number
Time Relation → Time
Actual Hours Rollup
Waiting On Text
Notes Relation → Notes
Completed Date
Area Formula
Status
Inbox
Next
In Progress
Waiting
Done
Cancelled
Priority
P1
P2
P3
Type
Design
Research
Admin
Communication
Content
Course
Personal
Views
You want at least:
1. 🔥 This Week
2. 📅 Today
3. 💼 Client Work
4. ✍️ Content
5. 🎓 Course
6. ⏳ Waiting
7. Inbox
8. Completed
This Week filter
Status ≠ Done
AND
Due is within this week
Sort:
Priority ascending
Due ascending
Today filter
Status ≠ Done
AND
Due is today
---
Use dependencies sparingly
For larger UX projects, use dependencies where sequence genuinely matters:
Research complete
↓
Wireframes
↓
Prototype
↓
Usability testing
↓
Iteration
↓
Handoff
Notion supports task dependencies and can automatically shift dates when upstream tasks move.
Don't turn every task relationship into a dependency.
---
DATABASE 4 — TIME
This is essential because you're billing clients.
Do not attempt to calculate billable hours from tasks alone.
Create a dedicated Time database.
Properties
Property Type
Entry Title
Date Date
Client Relation → Clients
Project Relation → Projects
Task Relation → Tasks
Hours Number
Billable Checkbox
Rate Number
Amount Formula
Description Text
Invoice Period Select
Amount formula
Conceptually:
Hours × Rate
Views
1. This Week
2. This Month
3. Billable
4. By Client
5. By Project
6. Invoice Period
---
Your Home dashboard should show
BILLABLE HOURS THIS WEEK
Client A 8.5h
Client B 6.0h
Client C 4.5h
-------------------
TOTAL 19.0h
You don't need a sophisticated analytics system.
The goal is visibility, not accounting software.
If invoices, taxes and financial reporting become important, keep those in dedicated accounting software and use Notion as the work/time layer.
---
DATABASE 5 — NOTES
This becomes your thinking database.
Instead of 150 scattered pages, create one Notes database.
Properties
Property Type
Note Title
Type Select
Area Select
Project Relation
Client Relation
Source Relation → Resources
Tags Multi-select
Status Select
Created Created time
Last Reviewed Date
Types
Meeting
Idea
Research
Learning
Decision
Reference
Reflection
Project Note
Views
1. Recent
2. Project Notes
3. UX Knowledge
4. Ideas
5. Needs Processing
6. By Type
---
DATABASE 6 — RESOURCES
This is for things that exist outside your own thinking.
Examples:
Articles
Books
Websites
UX tools
Templates
Research papers
Videos
Design references
Properties
Property Type
Resource Title
Type Select
URL URL
Topic Multi-select
Status Select
Notes Relation → Notes
Projects Relation → Projects
Author Text
Rating Number
Date Added Created time
Views
1. Recently Added
2. Read/Used
3. To Read
4. UX Research
5. Tools
6. Books
---
DATABASE 7 — GOALS
Keep this very lightweight.
You don't need a complicated OKR system as a solo freelancer.
Properties
Property Type
Goal Title
Period Select
Area Select
Status Select
Target Text
Projects Relation
Progress Rollup
Review Date Date
Outcome Text
Example goals
Q3 — Maintain $X/month freelance revenue
Q3 — Publish 4 UX case studies
Q4 — Launch course MVP
Q4 — Publish 12 design articles
Views
1. Current Goals
2. Quarterly
3. Client Business
4. Content
5. Course
6. Completed
---
THE RELATIONSHIP MAP
Your system should essentially look like this:
┌──────────┐
│ GOALS │
└────┬─────┘
│
↓
┌─────────┐ ┌──────────┐
│ CLIENTS │──────→│ PROJECTS │
└────┬────┘ └────┬─────┘
│ │
│ ↓
│ ┌────────┐
└─────────────→│ TASKS │
│ └────┬───┘
│ │
↓ ↓
┌─────────┐ ┌────────┐
│ TIME │←─────────│ TASKS │
└─────────┘ └────────┘
┌────────┐
│ NOTES │
└───┬────┘
│
├────→ PROJECTS
├────→ CLIENTS
└────→ RESOURCES
The important principle:
Relations represent meaningful relationships, not everything imaginable.
Don't connect every database to every other database.
---
3. COMPLETE TEMPLATE LIBRARY
Daily Planning Template
Your daily page should be tiny.
# Daily Plan
## 🎯 Today's 3
1.
2.
3.
## 🔥 Must Do
[Linked view: Tasks due today]
## 💼 Client Work
[Linked view]
## ✍️ Content
[Linked view]
## ⏱ Time
[Today's time entries]
## 🧠 Capture
-
## End of Day
What moved forward?
What needs to move to tomorrow?
What am I waiting on?
Do not create a separate task list manually inside the page.
The linked database is the task list.
---
Weekly Review Template
This is the most important template in the entire system.
# Weekly Review — {{Date}}
## 1. Wins
-
## 2. What shipped?
-
## 3. Client status
### Client 1
- Status:
- Next action:
### Client 2
- Status:
- Next action:
## 4. Billable hours
- Total:
- Target:
- Difference:
## 5. Projects at risk
-
## 6. Personal projects
### Blog
-
### Case studies
-
### Course
-
## 7. Open loops
-
## 8. Next week's 3–5 outcomes
1.
2.
3.
4.
5.
## 9. Cleanup
- Archive completed projects
- Process inbox
- Reschedule overdue tasks
- Remove unnecessary tasks
---
Project Brief Template
Every new project should start here.
# Project Brief
## Outcome
What does "done" look like?
## Client / Audience
Who is this for?
## Problem
What are we solving?
## Scope
### Included
-
### Not Included
-
## Deliverables
-
## Milestones
-
## Risks
-
## Key Decisions
-
## Communication
Primary contact:
Communication channel:
Meeting cadence:
## Definition of Done
-
-
-
## Next Action
[Linked task]
---
Meeting Notes Template
# Meeting — {{Date}}
## Purpose
## Attendees
## Agenda
1.
2.
3.
## Notes
## Decisions
-
## Action Items
- [ ] Action
- [ ] Action
- [ ] Action
## Waiting On
-
## Follow-up
Next meeting:
The action items should become actual Tasks—not remain permanently trapped inside meeting notes.
---
1-on-1 Template
For client stakeholder conversations:
# 1-on-1 — {{Person}}
## Check-in
## What changed?
## Current priorities
## Concerns / blockers
## Decisions
## Feedback
## Actions
- [ ]
## Follow-up questions
-
## Next meeting
---
Personal Development Tracker
Don't create another complex database.
Use a simple page with linked Goals + Notes.
Track:
UX Skills
Business
Writing
Communication
Leadership
Teaching
For each:
Current level
What I'm learning
Current practice
Evidence of progress
Next skill
---
Decision Log
This can actually live inside Notes using:
Type = Decision
Template:
# Decision — {{Decision}}
## Context
## Decision
## Options Considered
1.
2.
3.
## Why?
## Expected Outcome
## Revisit Date
## Result
## Lesson
This avoids creating another database.
---
Reading List / Book Notes
Use Resources for the book record.
Then create a book template:
# Book Notes
## Why I'm reading this
## Core thesis
## Key ideas
### Idea 1
### Idea 2
### Idea 3
## Useful frameworks
## Quotes / references
## How this applies to my work
## Actions
- [ ]
## Final assessment
Rating:
Would recommend:
---
4. WORKFLOW AND AUTOMATION SYSTEM
The mistake I'd avoid is trying to automate everything.
Your system should automate administration, not thinking.
Automation #1 — New project
Button:
+ New Project
Creates a project using your Project Brief template.
---
Automation #2 — New task
Button:
+ Task
Creates:
Status = Inbox
Priority = P2
Then you assign the project and due date.
Notion buttons can create database entries and pre-populate properties.
---
Automation #3 — Complete task
Database button:
✓ Complete
Actions:
Status → Done
Completed → Today
Database buttons can modify properties and perform multiple actions from one click.
---
Automation #4 — Weekly review
Use a repeating database template.
Every Friday afternoon:
Weekly Review — [date]
is automatically created.
Notion supports recurring database templates on daily, weekly, monthly and yearly schedules.
---
Automation #5 — Overdue task
If you're on a plan supporting database automations:
Trigger:
Due date is before today
AND Status ≠ Done
Action:
Notify yourself
Database automations can use property changes or recurring triggers and perform actions automatically.
But I would not create an automation for every conceivable situation.
---
YOUR STATUS SYSTEM
One of the biggest sources of Notion complexity is too many statuses.
Use these universally where possible:
Tasks
Inbox
Next
In Progress
Waiting
Done
Projects
Backlog
Planning
Active
Waiting
Complete
Archived
That's enough.
---
5. THE HOME DASHBOARD
This is where the system becomes genuinely useful.
Your Home page:
# 🏠 HOME
Good morning.
## 🔥 THIS WEEK
[Tasks — Due this week]
## 🚨 NEEDS ATTENTION
[Overdue + At Risk projects]
## 💼 ACTIVE CLIENT WORK
[Active Projects]
## ⏱ BILLABLE HOURS
[Time — This week]
## ✍️ CONTENT
[Blog + Case Study projects]
## 🎓 COURSE
[Course project + current tasks]
## 🧠 RECENT CAPTURE
[Recent Notes]
---
+ New Task
+ New Note
+ Log Time
+ New Project
## 📅 WEEKLY REVIEW
[Open Review]
The Home page should contain zero manually maintained information.
If you find yourself typing status information into Home, you've designed it incorrectly.
---
6. CLIENT VS PERSONAL SEPARATION
This is particularly important for your situation.
Use:
Area = Client
for:
Client projects
Client tasks
Client meetings
Client time
Client research
And:
Area = Personal
for:
Blog
Case studies
Course
Professional development
This means you don't need separate databases.
Instead:
Projects
│
├── Client
│ ├── Client A
│ ├── Client B
│ └── Client C
│
└── Personal
├── UX Blog
├── Case Studies
└── UX Course
That gives you separation without duplication.
---
7. COURSE MANAGEMENT
Your course is large enough to deserve its own project.
Create:
UX Design Course
inside Projects.
Then create its tasks:
Research course positioning
Define audience
Course curriculum
Module 1
Module 2
Module 3
Module 4
Record lessons
Edit videos
Create worksheets
Build landing page
Beta launch
Collect feedback
Revise
Launch
Use project milestones rather than creating 30 different databases.
Your Course project page should contain:
# UX Design Course
## Outcome
## Current milestone
## Progress
## Tasks
## Course Notes
## Resources
## Decisions
## Launch checklist
This gives the course enough structure without turning it into another Notion monster.
---
8. BLOG + CASE STUDY SYSTEM
I would not automatically create a Content Calendar database.
You are a solo designer publishing a relatively modest amount of content.
Your Projects database can handle the workflow.
Create content projects such as:
Blog — Designing Better Onboarding
Case Study — Acme SaaS
Case Study — Fintech App
Then use:
Project Type = Content
and create a filtered Projects view:
Content Pipeline
Idea
↓
Research
↓
Draft
↓
Design
↓
Edit
↓
Scheduled
↓
Published
If you eventually have 20+ pieces simultaneously, then create a dedicated Content database.
Don't build it now.
That's a critical part of avoiding your previous problem.
---
9. DATABASE VS PAGE DECISION FRAMEWORK
Before creating anything new, ask:
Create a database if:
There will be 10+ instances.
You need filtering.
You need sorting.
You need properties.
You need relationships.
You need recurring reporting.
You need multiple views.
Create a normal page if:
It's a dashboard.
It's an instruction page.
It's a reference document.
It's a system guide.
It contains mostly static information.
Put it inside an existing database if:
It is just another type of project.
It is just another type of note.
It is just another task.
It is just another resource.
This last rule will prevent your workspace from exploding again.
---
10. TEAM COLLABORATION SETUP
You're primarily a solo freelancer, so don't build a team-management system you don't need.
For client collaboration:
Client permissions
Default:
Can comment
rather than edit.
Give edit access only where a client genuinely needs to modify content.
---
Client portal
If you need client-facing collaboration, create a project page with:
PROJECT PORTAL
Project status
Current milestone
Recent decisions
Deliverables
Feedback
Upcoming meetings
Action items
Do not expose your internal:
Time tracking
Private notes
Business goals
Other clients
Internal strategy
---
Documentation standard
Every project should have:
Outcome
Scope
Status
Next milestone
Key decisions
Current blockers
Next action
That's enough.
---
11. MIGRATION FROM YOUR 150+ PAGE WORKSPACE
Do not manually reorganize 150 pages one by one.
Start with a clean workspace structure.
Then migrate only valuable information.
Use this classification:
KEEP
Active client work.
MIGRATE
Important knowledge and reusable resources.
ARCHIVE
Completed projects and historical information.
DELETE
Duplicate, obsolete or meaningless pages.
IGNORE
Anything you haven't needed for 6–12 months.
Your migration rule:
> If you wouldn't search for it in the next 90 days, don't migrate it into the new operating system.
Keep the old workspace read-only/archive for historical reference if necessary.
---
12. YOUR 20-MINUTE WEEKLY MAINTENANCE SYSTEM
This is the most important part.
You explicitly want the system maintainable in 20 minutes per week, so design around that constraint.
Monday — 2 minutes
Open Home.
Look at:
This week's tasks
Active projects
Overdue items
No reorganizing.
---
Friday — 10 minutes
Minute 0–3
Process Tasks:
Inbox → Next
Overdue → Reschedule/Delete
Done → Leave alone
Minute 3–6
Review Projects:
What's active?
What's stuck?
What's finished?
Minute 6–8
Check:
Billable hours
Minute 8–10
Choose next week's:
3–5 outcomes
---
Monthly — 10 minutes
Once per month:
Archive completed projects
Archive completed goals
Delete duplicate resources
Review unused database properties
Review dashboards
That's it.
---
13. DATABASE HEALTH METRICS
Don't measure 20 things.
Monitor just five:
Metric Healthy
Inbox tasks <10
Overdue tasks <5
Active projects 4–8
Unprocessed notes <15
Unused databases 0
Your biggest warning signal is:
Number of active projects > your actual capacity.
With 4–6 simultaneous client projects plus your blog and course, I'd treat 8 active projects as the ceiling.
If the course and blog are both active, you may need to consciously limit client work rather than letting Notion encourage unlimited commitments.
---
14. COMPLEXITY MANAGEMENT RULES
These should become your permanent Notion rules.
Rule 1 — One database before another database
Ask:
> Can an existing database handle this with a new property or view?
If yes, don't create another database.
---
Rule 2 — One task database
Never create:
Client Tasks
Blog Tasks
Course Tasks
Personal Tasks
Use views.
---
Rule 3 — One notes database
Don't create:
UX Notes
Client Notes
Book Notes
Research Notes
Ideas
Meeting Notes
Use:
Notes → Type
---
Rule 4 — Dashboards are views, not storage.
Never duplicate information just to make a dashboard look nice.
---
Rule 5 — Don't automate decisions.
Automate:
creating records
changing statuses
recurring reviews
notifications
repetitive administration
Don't automate:
prioritization
project strategy
deciding what's important
evaluating client relationships
---
15. YOUR IDEAL FINAL SIDEBAR
After rebuilding, your sidebar should look almost embarrassingly simple:
🏠 Home
⚡ This Week
💼 Client Work
└── Clients
🚀 Personal Projects
├── Blog
├── Case Studies
└── Course
🧠 Knowledge
├── Notes
└── Resources
🗄️ System
├── Projects
├── Tasks
├── Time
├── Goals
└── Templates
And importantly, you don't actually need to open most of those database pages directly.
Home and This Week should do 80% of your daily work.
---
16. THE OPERATING LOOP
Your entire workspace can be reduced to this:
CAPTURE
↓
┌─────────────┐
│ INBOX │
└──────┬──────┘
↓
CLARIFY
↓
┌─────────┴─────────┐
↓ ↓
TASK NOTE
↓ ↓
PROJECT KNOWLEDGE
↓
EXECUTE
↓
LOG TIME
↓
COMPLETE
↓
REVIEW
↓
ARCHIVE
That's your personal operating system.
Not a collection of pretty Notion pages.
---
17. THE BUILD ORDER
Don't attempt to build everything simultaneously.
Build it in this order:
Phase 1 — Foundation
1. Create the new top-level pages.
2. Create Clients.
3. Create Projects.
4. Create Tasks.
5. Create Time.
Phase 2 — Knowledge
6. Create Notes.
7. Create Resources.
8. Create Goals.
Phase 3 — Relationships
9. Connect Clients → Projects.
10. Connect Projects → Tasks.
11. Connect Projects → Time.
12. Connect Notes → Projects/Clients.
13. Connect Projects → Goals.
Phase 4 — Views
14. Build This Week.
15. Build Today.
16. Build Active Projects.
17. Build Billable Hours.
18. Build Content.
19. Build Course.
Phase 5 — Templates
20. Daily Plan.
21. Weekly Review.
22. Project Brief.
23. Meeting Notes.
24. Decision.
25. Book Notes.
Phase 6 — Automation
26. New Task button.
27. Complete Task button.
28. New Project button.
29. Repeating Weekly Review.
30. Optional overdue notification.
Phase 7 — Migration
31. Move active client work.
32. Move active personal projects.
33. Move important knowledge.
34. Archive everything else.
---
The most important design decision
Do not try to make Notion contain your entire life.
For your freelance UX workflow, Notion should be the layer that answers:
> What am I working on, what needs to happen next, what have I learned, and where does my time go?
Your email remains email.
Your calendar remains your calendar.
Your accounting system remains accounting.
Your file storage remains file storage.
Notion becomes the orchestration layer connecting your work—not the replacement for every other application.
That is what will make this system sustainable at 20 minutes of maintenance per week, rather than turning it into another 150-page project.
[Notion's official database relations and rollups guide](https://www.notion.com/help/relations-and-rollups?utm_source=chatgpt.com) · [Notion's database automations guide](https://www.notion.com/en-gb/help/database-automations?utm_source=chatgpt.com) · [Notion's database buttons guide](https://www.notion.com/help/database-buttons?utm_source=chatgpt.com) · [Notion's repeating database templates guide](https://www.notion.com/en-gb/help/guides/automate-work-repeating-database-templates?utm_source=chatgpt.com)
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