By: Khadeja Jallo | [email protected]
Date: 6/25/25
Context
This project reimagines Notion’s existing board view documentation for busy sales managers, walking the end user through creating a tailored CRM in Notion. The goal is to simplify onboarding, reduce friction against unfamiliar software, and demonstrate how to customize boards for CRM-style workflows.
Tools Used
Notion (software)
Microsoft Snipping Tool (screenshots)
Loom (screenshare)
Links
Click to view this project on Wordpress!
Annotation Legend
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🎯= UX Insight | 🧭 = Audience Context | 🧠 = Writer’s Note | 🛠️ = AI Strategy
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