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Create an Operations Dashboard in Notion

Create an Operations Dashboard in Notion

Notion is a powerful productivity tool that allows you to manage your tasks, projects, and notes in one place. One of the most useful features of Notion is the ability to create custom dashboards that can help you track your progress, manage your team, and stay on top of your goals. With a well-designed dashboard, you can quickly get an overview of your work and make informed decisions.

Creating an operations dashboard in Notion is a great way to streamline your workflows, improve your team’s productivity, and stay organized. An operations dashboard can help you track your team’s progress, manage your resources, and monitor your KPIs. With Notion’s flexible database system, you can easily create custom dashboards that fit your specific needs and workflows. Whether you’re managing a small team or a large organization, a well-designed operations dashboard can make a big difference in your productivity and efficiency.

Setting up Notion

To create an operations dashboard in Notion, you need to set up your workspace and databases. Here is how you can get started:

  1. Create a workspace: A workspace is a container for all your databases, pages, and notes. You can create a new workspace by clicking on the “New Workspace” button on the left sidebar. Give your workspace a name and select a cover image that represents your brand or project.
  2. Create databases: A database is a collection of related information, such as tasks, projects, or contacts. You can create a new database by clicking on the “New Database” button on the left sidebar. Choose a database template or create a custom database from scratch. Add columns to your database to capture the information you need, such as text, dates, numbers, or checkboxes.
  3. Link databases: You can link databases together to create a relational database. For example, you can link a tasks database to a projects database to show which tasks belong to which projects. To link databases, create a new relation column in one database and select the other database. You can then view the linked records in a gallery or table view.
  4. Create pages: Pages are like documents that contain text, images, and embedded databases. You can create a new page by clicking on the “New Page” button on the left sidebar. Choose a page template or create a custom page from scratch. Add text and images to your page to provide context and instructions for your dashboard users.
  5. Embed databases: You can embed databases in your pages to show the information in a specific view. For example, you can embed a tasks database in a page and filter it by status or assignee. To embed a database, click on the “Embed” button in the top right corner of the database view and copy the embed code. Paste the code in your page and customize the settings as needed.

By following these steps, you can set up your Notion workspace and databases to create an operations dashboard. Keep in mind that you can customize your dashboard as much as you want, using formulas, filters, and integrations with other tools.

Designing the Dashboard

When it comes to designing the dashboard for your Notion Operations Dashboard, you want to keep it simple and easy to navigate. The dashboard should be visually appealing and provide a clear overview of your team’s performance, systems, sops, processes, tools, and company resources.

One way to achieve this is by using a consistent color scheme and font throughout the dashboard. This helps to create a professional and polished look that is easy on the eyes. Additionally, you can use icons and images to help convey information quickly and efficiently.

Another important aspect of designing the dashboard is choosing the right widgets and databases to include. You want to ensure that all the information you need is easily accessible and that the dashboard is not cluttered with unnecessary data. Consider using tables, bullet points, and other formatting options to organize information in a clear and concise manner.

Finally, it’s important to regularly review and update the dashboard as needed. This ensures that the dashboard remains relevant and useful to your team. Consider soliciting feedback from team members to identify areas for improvement and make adjustments accordingly.

By following these tips, you can create a Notion Operations Dashboard that is both effective and visually appealing, helping your team stay organized and productive.

Setting up Automation

Automation is a critical component of any operations dashboard. Notion provides several ways to automate tasks, including third-party integrations and built-in features. Here are some tips for setting up automation in your Notion Operations Dashboard:

  • Use Zapier to automate Notion: Zapier is a popular automation tool that can help you connect Notion with other apps. You can use Zapier to automate tasks such as creating new pages, adding new tasks, or updating existing records. To get started with Zapier, search for Notion in the Zapier editor and select the trigger, action, or search that you want to automate.
  • Set up recurring tasks: Notion has a built-in feature that lets you set up recurring tasks. To set up a recurring task, open the task as a page, and you’ll see a Due Date property. You can set up a recurring task by using the Recur Interval and Recur Unit properties. These give you all the tools you need to set almost any recurring interval you could want.
  • Automate notifications: With the Notion API, you can easily create workflows to notify team members when a new record is added or updated on your database. For example, you can use the Notion API to notify sales reps whenever a lead signs up for your service. This can help ensure that everyone on your team is up-to-date with the latest information.

Sharing the Dashboard

Once you have created your Operations Dashboard in Notion, you may want to share it with your team or other stakeholders. Fortunately, Notion makes it easy to share your dashboard with others.

To share your dashboard, you can simply click on the “Share” button in the top right corner of your dashboard page. From there, you can choose who you want to share the dashboard with and what level of access they should have.

You can choose to share the dashboard with specific individuals or groups of people, or you can make it public and share the link with anyone who needs access. You can also choose whether the people you share the dashboard with can edit or view only.

It’s important to note that when you share your dashboard, you are sharing the entire page, including any databases and other elements that make up the dashboard. So, make sure that you have set up the page and its databases in a way that makes sense for others to view and interact with.