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💡How to use Notion to manage the project

2025/8/28 Edited to

... Read moreถ้าคุณกำลังเริ่มใช้ Notion แล้วอยาก “จัดการโปรเจกต์” ให้เห็นภาพรวมชัดๆ ฉันแนะนำให้เริ่มจากการทำบอร์ด (Board) ก่อนเลย เพราะมันเหมือน Kanban ที่ลากการ์ดไปมาง่ายมาก และช่วยให้รู้ว่างานติดตรงไหน 1) สร้างหน้าโปรเจกต์ + เลือกมุมมอง Board เริ่มจากสร้างหน้าใหม่ ตั้งชื่อโปรเจกต์ เช่น “Project A” จากนั้นเพิ่ม Database แล้วเลือกแบบ Board พอสร้างเสร็จ Notion จะมีคอลัมน์สถานะให้ (คุณปรับเองได้) ฉันชอบตั้งเป็น Not started / Doing / Done เพื่อดูความคืบหน้าแบบเร็วๆ 2) ออกแบบการ์ดงานให้ใช้งานจริง ในแต่ละการ์ด (New page) ให้ใส่รายละเอียดงานที่ต้องทำ เช่น “ติดตามลูกค้าเก่า” หรือ “ติดตาม inbox” แล้วเพิ่ม Properties ที่จำเป็น เช่น - Owner/Assignee (คนรับผิดชอบ) - Due date (กำหนดส่ง) - Priority (ด่วน/ปกติ) - Tag (เช่น Sales, Content, Design) เวลามีงานเยอะๆ Properties พวกนี้ช่วยกรองและจัดลำดับได้ดีมาก 3) ทำเทมเพลตการ์ด เพื่อลดเวลาพิมพ์ซ้ำ ทริคที่ทำให้การใช้งาน Notion ลื่นขึ้นคือทำ Template ในบอร์ด เช่น การ์ดงานขายจะมีหัวข้อ “รายละเอียด”, “สิ่งที่ต้องเตรียม”, “เช็กลิสต์”, “หมายเหตุ” ไว้ให้กดใช้ได้ทันที ฉันใช้กับงานที่โครงสร้างคล้ายกันบ่อยๆ ช่วยลดเวลาได้เยอะ 4) อัปเดตสถานะด้วยการลากการ์ด + เช็กงาน เวลาเริ่มทำงานก็ลากการ์ดจาก Not started ไป Doing พอเสร็จก็ลากไป Done ได้เลย ถ้าในงานมีหลายขั้น ให้ใส่ Checklist แล้วติ๊กถูกทีละข้อ จะช่วยให้เห็นว่างานคืบหน้าแล้วจริง ไม่ใช่แค่ “ย้ายสถานะ” เฉยๆ 5) ใช้ Comments และ @mention ให้ทำงานเป็นทีมได้ ถ้าทำงานร่วมกัน ให้คุยใน Comments ใต้การ์ดนั้นๆ และ @mention คนที่เกี่ยวข้อง เวลาย้อนดูจะรู้ว่าตกลงอะไรกันไว้ ลดปัญหาข้อมูลกระจัดกระจายจากหลายแชต 6) แนะนำมุมมองเสริม (ไม่ต้องทำซับซ้อนก็ได้) ถ้าคุณเริ่มคล่องแล้ว ลองเพิ่ม View อื่นๆ เช่น - Calendar view: ดูงานตามกำหนดส่ง - Table view: เหมาะกับการแก้ Properties ทีละหลายงาน - Filter “My tasks”: โฟกัสเฉพาะงานที่ตัวเองรับผิดชอบ สรุปคือ ถ้าเป้าหมายคือ “วิธีใช้ Notion” เพื่อจัดการงานโปรเจกต์ให้ทำได้จริงในชีวิตประจำวัน ให้เริ่มจาก Board + สถานะงาน + รายละเอียดในการ์ด แล้วค่อยเติมเทมเพลต/วิวเสริมตามที่จำเป็น เท่านี้ก็เป็น Notion for project management แบบใช้งานได้ยาวๆ แล้ว

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