• Table of contents

Caution!

• The collaborative version of this template is intended for accountability. It is not set up to shield others from seeing your projects, task, etc (i.e., don’t include sensitive information). If you don’t want your task/projects to be visible to others, see instructions at the very bottom of this section to set up a separate projects and seasonal databases.
• Additionally, Notion is amazing because of it’s flexibility. However, beware of making changes on the group template that might impact others using the same page, especially structural changes.

Adding a member (or yourself) to the template

1. Only one person person needs to duplicate the template from the original. Other members must be added afterwards.

   1. If you are the first person in your team to use the template, duplicate the template to your Notion.
   2. If somebody else in your team has already duplicated the template (or you want to add other members), simply add them using the Notion share function: Share> Add people or emails > Invite (https://www.notion.so/help/add-members-admins-guests-and-groups)

2. Use the Notion Date Filler (Chrome extension) to create entries with dates in the .

   1. Set the start and end date (or choose the weekly, monthly or yearly option) and click Copy.
   2. Go to the page on the Me tab, create an empty row (+new), select a cell in the date column (cell must be highlighted in blue) and paste (Ctrl+V) the dates in there. This should should automatically create entries related to you.

Alternative: If the Notion Date Auto Filler doesn’t work, you can also duplicate dates that have been already created but aren’t assigned to anyone, and assign them to yourself. Go the in the Empty tab. Click on entry, and press Ctrl+A, and copy using Ctrl + C. Then, go back to the Me tab, , create an empty row (+new), select a cell in the date column (cell must be highlighted in blue) and paste (Ctrl+V) the dates in there.

Once you have added entries related to you, you will be ready to use the template.

Using the template

Beginning of a semester/quarter

1. List the projects you are working on or will be working in the near future in the database. Give each project a priority (1st, 2nd, 3rd, medium, low priority) and categorize them into types of projects (research, phd, career development, service, etc.). Determine what you would like to accomplish for each project during upcoming semesters.
2. Once you have listed your projects, then go to the Seasonal plan page. Here you will examine the semester goal for each project and break up the goal in doable tasks. Tasks should be on a weekly scale (something that might take you 1 or 2 weeks to finish). Try to make the goals as close one week in duration as possible.
3. Once you have listed the intermediate tasks necessary to achieve your goal, place them in the timeline and adjust the time you think it will take you to complete each task. If a task takes more than 2-3 weeks, consider breaking it down into a smaller task.

Beginning of a week

1. Go back to your task list (Seasonal plan) and update the tasks that been done or readjust (if necessary) the timeline for task have been delayed or taking longer than expected.
2. Then go to the dashboard (Writing planner (Group)), look at the task list for the current week, and plan what you will work on each day in the goal column of the Daily Writing Plan.