Notion Business Templates

Four templates for running a small business day to day: Small Business Dashboard is the owner's single view across Clients, Projects, Invoices and Tasks, Task & Project Manager is a deeper, generic project system once one dashboard isn't enough detail, Meeting Notes & Decisions captures what actually got decided and by whom, and SOPs & Team Wiki documents how the business runs so it isn't only in one person's head.

Small Business Dashboard rolls revenue and what's owed up automatically from Invoices to Projects to Clients, which makes it a natural starting point; Task & Project Manager goes further on any one project specifically, with real sub-items, dependencies and a dependency-aware Timeline that a single dashboard table can't show. Meeting Notes & Decisions and SOPs & Team Wiki both capture knowledge rather than active work: meetings capture what was decided, SOPs capture how something is done, with a real version history behind each process instead of a single last-edited date.

Start with Small Business Dashboard if you want one weekly view across everything. Add Task & Project Manager once a single project has enough moving parts, dependencies especially, that the dashboard's own Tasks view isn't detailed enough. Meeting Notes & Decisions is worth adding the first time an action item gets forgotten after a meeting, and SOPs & Team Wiki the first time you're explaining the same process out loud for the third time.