Designer Project Pipeline OS

Run your whole design practice from one Notion workspace — and own the system outright. The Designer Project Pipeline OS is a complete build blueprint (PDF guide) for a Notion system with six linked databases: Clients, Projects, a Pipeline Board, Deliverables, Invoices and a Feedback Log, plus a live Dashboard that shows which enquiries are waiting, what is late, who owes money and what came back at a glance.

What makes this different: most Notion templates are sold as a single duplicate link — if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: every property (name and type), every relation and rollup, and the exact formulas to copy — including invoice Total with tax, Balance Due, a per-project Balance of invoiced less paid, and overdue flags on deliverables and pipeline cards alike. Build it once in 30–45 minutes with the sequenced checklist, verify it against the included fictional sample data (an interiors studio and a gear company, two pipeline cards, a signage project and invoices whose totals are stated in the guide so you can check your build to the cent), then delete the samples and go live. A Feedback Log database holds every round of client comments per project — the record portal templates leave in chat threads.

Inside the PDF (13 pages): Start Here; the 30-minute build checklist; the Dashboard spec; one chapter per database (properties table, views to create, formulas written out in full); the Sample Data chapter with stated expected totals; weekly + monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 30–45 minutes to build the system — this is a guide that builds the template in your own workspace, not a hosted link. Planning/organization tool only — not accounting, tax or legal advice.