Marketing Operations Playbook

Avatars and Names

It’s important for each user to set an avatar and use their real name.

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Unified Workspace

  1. To get started, create a unified Notion workspace, named after the company (e.g., [Company Name]).

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  1. Join the workspace and organize tasks by tags/boards in the created [Company Name] board.

Grouping Tasks

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To group tasks by boards, set the filter: More → Add view → Board → Group by → Board and select the tags whose tasks will appear on the new board (e.g., only audit or strategy).

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Users

Add all necessary users to the workspace. To facilitate task assignment, add the relevant team members in the [Company Name]: Team.

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