A Link project is managed in the connected Notion template copy and presented as a focused page for the client. Status, delivery dates, people, page content, tasks, estimates, and visibility work together, so the client always sees the right version of the work.
Before you begin
You need a connected workspace, a client record, and permission to manage that client’s projects. Decide who should be able to see the project before you send any link.
- Workspace admin — manages the connection, workspace settings, branding, access, and visibility.
- Link user — works on client projects in the connected workspace.
- Client admin — can review estimates, comment, approve, and manage appropriate client access.
- Client user — can view the client work made available to them.
Step 1
Create the project
Create the project in the Projects database inside your duplicated template. Relate it to the correct client, add the people involved, and use Draft while the scope is still internal.
- Name the project in language the client will recognize.
- Add the client relation, delivery period, project people, and useful page content.
- Keep the project private until the client-facing information is ready.
- Open the project in Link to check the title, status, timeline, and page structure.
Step 2
Send the estimate
When the scope and amount are ready, move the project from Draft to Estimate. Check the delivery window and price in Link, then invite a client admin and set the status to Estimate sent.
The client admin can open the estimate inside the project page, read the dates and amount, leave a comment, and approve. Approval updates the project to Estimate approved in Link and writes the approved status back to Notion.
Step 3
Start the work
After approval, set the project to In progress. The project should now function as a living handover: keep decisions, useful pages, tasks, files, dates, and the next deadline current in Notion, then let Link present the client-facing view.
- Use the delivery period for the overall promise and page content for the detail.
- Keep client-facing todos actionable; completed items can show progress without another status email.
- Use nested pages for substantial workstreams, then set each page’s visibility deliberately.
- Check the client overview and calendar after important date or status changes.
Step 4
Prepare review
Set the project to In review when the client should assess the work. Before sending the review link, open the exact Link page as the intended audience and check every visible surface.
Step 5
Deliver and close
Resolve the final review notes, confirm Notion is up to date, and set the status to Delivered. Share the project link or the most relevant child-page link with a short handover message that names what was delivered and what happens next.
Keep the project available while the handover is active. Archive it only when the client no longer needs it in the active overview; archived work is intentionally hidden from the normal project list.