Notion AI Task Management System for Group Workspace

Posted last month

Worldwide

Summary

: Notion Expert to Build & Teach a Custom Task Management System (NDIS Business) Description: I’m the founder of a growing NDIS service provider in Australia, and I’m looking for a highly skilled Notion expert to build and customise a comprehensive task management system for my business. This system will be used across a team to manage tasks related to clients, staff, and day-to-day operations. I already have a detailed template in place, but I need someone to refine, optimise, and tailor it into a highly functional, low-friction system that supports real-world workflows. Scope of Work: - Customise an existing Notion template into a structured system using relational databases - Build and optimise databases for: - Tasks - Clients - Staff - Create clear and intuitive views, including: - Daily task view - Tasks awaiting follow-up (“Waiting On”) - Overdue tasks - Tasks by client - Tasks by staff - Implement smart workflows and automations (e.g., follow-ups, recurring tasks, status tracking) - Develop reusable templates for common processes (e.g., client intake, NDIS plan reviews, incident tracking) - Design a clean, efficient dashboard for daily use Key Requirement (Important): This is not just a build — I want to understand and use the system confidently. You will need to: - Walk me through the system step-by-step - Teach me how to edit, expand, and maintain it - Show me how to use Notion AI effectively within the system Ideal Candidate: - Strong experience with advanced Notion systems (not just basic setups) - Experience building systems for operations-heavy or service-based businesses - Able to think in workflows, automation, and scalability - Clear communicator who can teach and explain systems simply Bonus: - Experience working with healthcare, NDIS, or support-based services - Familiarity with task/delegation systems and operational workflows Goal: To create a streamlined, reliable system that helps manage tasks, delegation, and follow-ups across the business, reducing mental load and ensuring nothing falls through the cracks. I’m looking for someone who can think beyond templates and help build a system that actually supports how a real business operates.

  • $200.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
notion ai
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 weeks ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Nov 11, 2023
  • Australia
    Belivah2:17 PM
  • $1.4K total spent
    9 hires, 1 active
  • 42 hours
  • Sales & Marketing
    Individual client

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