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Templates

Six finished files you download and use straight away. Each one comes out of a specific guide on this site — the template is the part you would otherwise assemble yourself. Free, no sign-up, no email.

Before you start

.xlsx workbooks
They open in Excel and in Google Sheets (File → Import → Upload). The formulas are live — do not paste values over them, change the inputs instead.
.csv tables
UTF-8, comma-separated. Two of them are ready to import into Notion, one is ready for a CRM import.
Sample data
Every row is made up. It is there so you can see the format and check the formulas actually calculate — then delete it.
06csv · Notion import

Projects and tasks overview

Projects and tasks in one table, told apart by a record-type column. Status, due date, owner, area — and above all last activity, the column that lets you catch the projects that have gone quiet.

Inside

  • 11 columns covering projects and tasks
  • 12 made-up rows from one company
  • Ready to import into Notion

How to open a workbook in Google Sheets

  1. In Google Sheets choose File → Import → Upload and drop in the downloaded .xlsx.
  2. Pick Replace spreadsheet or Insert new sheets — SUMIFS, COUNTIFS and EDATE all behave the same as in Excel.
  3. Drop-downs and conditional formatting come across too; if a drop-down goes missing, its source list is on the reference sheet.

How to import a .csv into Notion

  1. Open the Notion page where the database belongs and pick Import in the sidebar.
  2. Choose CSV and upload the file. A new database appears and the first column becomes the page title.
  3. Switch the Due and Last activity columns to Date, and Status and Priority to Select — Notion creates them as plain text on import.
  4. The Project column is text for now. Once your projects exist as their own rows, switch it to a relation and the values match up by name.

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