Client Portal & Project Tracker - Notion Import Pack (6 Databases)

Keep every client, project, draft, task and invoice in one Notion workspace, and give each client a simple portal page to follow along.

What you get

• 6 CSV databases with sample data: Clients, Projects, Tasks, Approvals and Feedback, Invoices, Meetings
• 9 Markdown pages: Start Here, Client Portal Page (duplicate per client), Onboarding Questionnaire, Welcome Email, Project Brief, Weekly Update, Revision and Feedback Guide, Offboarding Checklist, Pricing and Packages Worksheet
• 17-page step-by-step guide (PDF, DOCX and MD) with import steps, property types, 6 copy-and-paste formulas and 13 view recipes
• Privacy checklist for sharing a client page safely

How it works

Download the ZIP, import the pages and CSVs into Notion (free plan works), then follow the guide to set property types, add relations and views. Plan on about 15 minutes.

Good to know

• This is an import pack, not a one-click duplicate link. Notion's importer does not carry over relations, formulas, filtered views or icons, so the guide gives exact copy-and-paste steps.
• Sample names, emails and amounts are fictional.
• Organisation tooling only: not legal, tax, contract or financial advice. Do not put private information on shared pages.
• Not affiliated with Notion Labs, Inc.