Agency Project Manager Notion Template

Description

AGENCY PROJECT MANAGER — run every client’s projects from one connected Notion workspace. Add clients and the projects under them; break projects into tasks and dated milestones and progress rolls up automatically; assign work to your team and capacity flags show who’s overloaded; track deliverables through client sign-off, watch deadlines, and log billable time so budget burn updates itself — all on one delivery command-centre dashboard. Built for creative, marketing, dev and consulting agencies (freelance to 30-person shop) who want ONE source of truth instead of ten scattered tools.
WHAT YOU GET (7 linked databases + dashboard):• Clients — retainer, health, tier & renewal flags; active projects and avg progress roll up• Projects — auto Progress % from tasks, Budget Burn % from billable hours, deadline flags, next milestone• Tasks — per project, owner & milestone; due flags, stages, and open hours that feed capacity• Milestones / Timeline — dated checkpoints per project, the delivery Gantt/timeline view + timeline flags• Team & Capacity — weekly capacity vs assigned load → Utilization % and over/under-loaded flags• Deliverables — client sign-off status, approval flags, and revision-rounds scope-creep watch• Time Tracking — logged billable/non-billable hours feeding project budget burn & team utilization• Command-Centre Dashboard — active projects, tasks due, client health, team capacity, timeline, deliverables & over-budget projects in one vi