# Life & Work OS — Notion Template Build Spec

**Product:** AI Productivity Bundle  
**Template:** Life & Work OS / Second Brain  
**Launch intro price:** $17  
**Notion duplicate link status:** A live public Notion link still needs to be created outside this sandbox. This document is the complete, copy-paste-ready structure for publishing that template.

## Workspace Promise

The Life & Work OS gives one place to decide what matters, track work, collect knowledge, maintain habits, and run a simple weekly review. It is intentionally lightweight: enough structure to stay organized, not so much that maintaining the system becomes the work.

## Top-Level Page

Create a Notion page named **Life & Work OS**.

Recommended icon: `⚡`  
Recommended cover: a clean gradient or workspace photo.

Add this intro block at the top:

> Welcome to your Life & Work OS. Use this dashboard to choose priorities, track projects, capture notes, review goals, and close every week with clarity.

## Page Map

Create these pages under **Life & Work OS**:

1. **Dashboard** — command center and daily/weekly view.
2. **Tasks** — database for actions, deadlines, priority, and status.
3. **Projects** — database for outcomes that require multiple steps.
4. **Notes / Knowledge Base** — second brain for ideas, resources, meeting notes, and lessons.
5. **Goals** — quarterly/yearly goals with progress and linked projects.
6. **Habit Tracker** — simple daily/weekly habit log.
7. **Weekly Review** — recurring reflection and planning page.
8. **Archive** — completed projects, old goals, and inactive notes.

## Dashboard Page

Create a page named **Dashboard**.

### Dashboard Layout

Use a two-column layout.

Left column:

- **Today’s Focus** callout
- Linked Tasks view: `Today`
- Linked Tasks view: `Overdue`
- Linked Projects view: `Active Projects`

Right column:

- **This Week’s Outcomes** checklist
- Linked Goals view: `Current Goals`
- Linked Habits view: `This Week`
- Quick links to Notes, Weekly Review, and Archive

### Dashboard Copy

Add this callout:

> **Daily rule:** Pick one meaningful outcome, clear the next action, and protect one deep-work block before reacting to everything else.

### Dashboard Quick Buttons

Add Notion buttons if available:

- **New Task** → creates a Tasks database item with Status `Inbox` and Priority `Medium`.
- **New Note** → creates a Notes database item with Type `Quick Capture`.
- **Start Weekly Review** → duplicates the Weekly Review template page.

## Tasks Database

Create a full-page database named **Tasks**.

### Properties

| Property | Type | Options / Formula |
| --- | --- | --- |
| Task | Title | Action-oriented task name |
| Status | Status | Inbox, Next, Scheduled, Waiting, Done, Archived |
| Priority | Select | High, Medium, Low |
| Due | Date | Due date |
| Project | Relation | Projects database |
| Goal | Relation | Goals database |
| Area | Select | Work, Business, Personal, Health, Finance, Learning, Home |
| Effort | Select | 15 min, 30 min, 60 min, 2+ hours |
| Energy | Select | Low, Medium, High |
| Context | Multi-select | Deep Work, Admin, Errands, Calls, Writing, Research, AI Assist |
| Waiting On | Text | Person/system blocking action |
| Created | Created time | Automatic |
| Completed | Date | Fill when Status becomes Done |
| Notes | Text | Short supporting details |

### Views

1. **Inbox** — Filter Status is `Inbox`; sort Created descending.
2. **Today** — Filter Status is not `Done` or `Archived`, Due is today or earlier; sort Priority then Due.
3. **Next Actions** — Filter Status is `Next`; group by Area; sort Priority.
4. **Scheduled** — Calendar view by Due; filter Status is not Done/Archived.
5. **Waiting** — Filter Status is `Waiting`; show Waiting On.
6. **By Project** — Board grouped by Project; filter Status is not Archived.
7. **Completed This Week** — Filter Status is Done and Completed is within past week.

### Task Templates

#### Quick Task

- Status: Inbox
- Priority: Medium
- Effort: 30 min
- Body:
  - Definition of done:
  - First step:
  - Notes:

#### Deep Work Task

- Status: Next
- Priority: High
- Energy: High
- Context: Deep Work
- Body:
  - Outcome:
  - Why it matters:
  - Blocked time:
  - Distraction list:

#### Waiting Task

- Status: Waiting
- Body:
  - Waiting on:
  - Follow-up date:
  - Last message sent:

## Projects Database

Create a full-page database named **Projects**.

### Properties

| Property | Type | Options / Formula |
| --- | --- | --- |
| Project | Title | Outcome name |
| Status | Status | Idea, Active, Paused, Completed, Archived |
| Priority | Select | High, Medium, Low |
| Area | Select | Work, Business, Personal, Health, Finance, Learning, Home |
| Goal | Relation | Goals database |
| Tasks | Relation | Tasks database |
| Notes | Relation | Notes database |
| Start Date | Date | Start date |
| Target Date | Date | Target completion |
| Success Metric | Text | Measurable win condition |
| Next Milestone | Text | Upcoming milestone |
| Owner | Person | Optional |
| Progress | Select | 0%, 25%, 50%, 75%, 100% |
| Last Reviewed | Date | Weekly review date |

### Views

1. **Active Projects** — Filter Status is Active; sort Priority then Target Date.
2. **Project Board** — Board grouped by Status.
3. **By Goal** — Table grouped by Goal.
4. **This Quarter** — Filter Target Date is within this quarter.
5. **Paused / Someday** — Filter Status is Paused or Idea.
6. **Completed** — Filter Status is Completed.

### Project Template

#### Outcome Project

Body sections:

- **Objective:** What changes when this is complete?
- **Success Metric:** How will success be measured?
- **Scope:** What is included?
- **Non-Goals:** What is intentionally excluded?
- **Milestones:** Checklist of major steps.
- **Risks:** What could derail this?
- **Decision Log:** Key decisions and dates.
- **Next Actions:** Linked Tasks database filtered to this project.
- **Related Notes:** Linked Notes database filtered to this project.

## Notes / Knowledge Base Database

Create a full-page database named **Notes / Knowledge Base**.

### Properties

| Property | Type | Options / Formula |
| --- | --- | --- |
| Note | Title | Clear note title |
| Type | Select | Quick Capture, Meeting, Idea, Resource, Lesson, SOP, AI Output, Decision |
| Tags | Multi-select | Productivity, Business, Marketing, Writing, Operations, Learning, Finance, Health, Personal |
| Status | Select | Raw, Processing, Evergreen, Archived |
| Project | Relation | Projects database |
| Goal | Relation | Goals database |
| Source | URL | Link to source if relevant |
| Created | Created time | Automatic |
| Reviewed | Date | Last review date |
| Summary | Text | 1–3 sentence summary |

### Views

1. **Inbox Notes** — Filter Status is Raw.
2. **Evergreen Notes** — Filter Status is Evergreen; gallery or table.
3. **By Tag** — Board grouped by Tags.
4. **Meeting Notes** — Filter Type is Meeting.
5. **AI Outputs** — Filter Type is AI Output.
6. **Decisions** — Filter Type is Decision.

### Note Templates

#### Quick Capture

- Raw thought:
- Why it matters:
- Possible next action:
- Tags:

#### Meeting Note

- Date:
- Attendees:
- Context:
- Decisions:
- Action items:
- Follow-up needed:

#### Evergreen Note

- Claim / principle:
- Explanation in my words:
- Example:
- How I can use it:
- Related notes:

#### AI Output

- Prompt used:
- Best output:
- What I’ll apply:
- Follow-up prompt:

## Goals Database

Create a full-page database named **Goals**.

### Properties

| Property | Type | Options / Formula |
| --- | --- | --- |
| Goal | Title | Outcome-focused goal |
| Horizon | Select | Annual, Quarterly, Monthly |
| Status | Status | Draft, Active, At Risk, Achieved, Archived |
| Area | Select | Work, Business, Personal, Health, Finance, Learning, Home |
| Metric | Text | Primary measurement |
| Target | Number | Numeric target if possible |
| Current | Number | Current value |
| Deadline | Date | Goal deadline |
| Projects | Relation | Projects database |
| Tasks | Relation | Tasks database |
| Why | Text | Personal/business reason |
| Confidence | Select | High, Medium, Low |
| Review Cadence | Select | Weekly, Monthly, Quarterly |

### Views

1. **Current Goals** — Filter Status is Active or At Risk.
2. **Quarterly Goals** — Filter Horizon is Quarterly.
3. **By Area** — Board grouped by Area.
4. **At Risk** — Filter Status is At Risk.
5. **Achieved** — Filter Status is Achieved.

### Goal Template

Body sections:

- **Why this matters:**
- **Definition of success:**
- **Leading indicators:**
- **Projects that move this goal:** Linked Projects view filtered to this goal.
- **Weekly commitment:**
- **Risks / obstacles:**
- **Review notes:**

## Habit Tracker Database

Create a full-page database named **Habit Tracker**.

### Properties

| Property | Type | Options / Formula |
| --- | --- | --- |
| Date | Title | Use date as title, e.g. 2026-08-19 |
| Day | Date | Actual date |
| Plan Tomorrow | Checkbox | Planned next day |
| Deep Work | Checkbox | Completed focused block |
| Movement | Checkbox | Exercise or walk |
| Read / Learn | Checkbox | Learning block |
| Capture Notes | Checkbox | Processed notes/tasks |
| Shutdown Review | Checkbox | End-of-day review |
| Energy | Select | Low, Medium, High |
| Mood | Select | Low, Neutral, Good, Great |
| Notes | Text | Short reflection |

### Views

1. **This Week** — Table filtered Day is within this week.
2. **Calendar** — Calendar by Day.
3. **Monthly Review** — Table grouped by week or sorted by Day.

### Habit Template

#### Daily Log

- Date: Today
- Body:
  - What helped my energy today?
  - What drained attention?
  - What should I repeat tomorrow?

## Weekly Review Page

Create a page named **Weekly Review**.

Recommended icon: `🧭`

### Weekly Review Template

Duplicate this page weekly. Use the title format: `Weekly Review — YYYY-MM-DD`.

#### 1. Clear the Deck

- [ ] Process Tasks Inbox.
- [ ] Process raw Notes.
- [ ] Update project statuses.
- [ ] Mark completed tasks Done.
- [ ] Move stale commitments to Paused, Scheduled, or Archived.

#### 2. Wins

- What did I finish?
- What progress was easy to miss?
- What am I proud of?

#### 3. Metrics

- Goal progress:
- Habit consistency:
- Revenue / business metric if relevant:
- Energy trend:

#### 4. Lessons

- What worked?
- What created friction?
- What did I learn from notes, customers, or projects?

#### 5. Next Week’s Outcomes

Choose no more than three:

1. Outcome:
2. Outcome:
3. Outcome:

#### 6. Risks and Tradeoffs

- What could derail next week?
- What will I intentionally not do?
- What needs a decision before work can move?

#### 7. Calendar and Commitments

- Schedule deep work blocks.
- Add due dates to priority tasks.
- Move nonessential meetings/tasks.

#### 8. AI Assistant Prompt

Copy this into ChatGPT or Claude:

> Review this weekly snapshot from my Life & Work OS: [paste tasks/projects/goals/habits/notes]. Identify patterns, bottlenecks, stale commitments, and the three highest-leverage actions for next week. Be concise and direct.

## Relations and Rollup Recommendations

After the core databases are created, add these relations:

- Tasks ↔ Projects
- Tasks ↔ Goals
- Projects ↔ Goals
- Notes ↔ Projects
- Notes ↔ Goals

Optional rollups:

- Projects: roll up related Tasks by percent complete.
- Goals: roll up Projects by status.
- Goals: roll up Tasks due this week.

Keep formulas optional. The first version should be easy to build and maintain.

## Publishing as a Notion Template

Once built inside Notion:

1. Open the top-level **Life & Work OS** page.
2. Click **Share**.
3. Turn on **Publish** or **Share to web**.
4. Enable **Duplicate as template** if available.
5. Copy the public URL.
6. Add the URL to the Start Here guide and product download page.
7. Test in an incognito/private browser window to confirm duplication works.

## Quality Checklist Before Publishing

- [ ] Dashboard has linked views for Today, Active Projects, Current Goals, and This Week’s Habits.
- [ ] All databases have the properties listed above.
- [ ] Each database has at least the required views.
- [ ] Templates exist for Quick Task, Outcome Project, Quick Capture, Goal, Daily Log, and Weekly Review.
- [ ] Example items are included but clearly labeled as examples.
- [ ] Public share link works in an incognito window.
- [ ] Duplicate option is visible to visitors.

## Suggested Example Items

Add these sample records so buyers understand the system immediately.

### Example Tasks

- Draft weekly review — Status: Next, Priority: High, Area: Personal, Effort: 30 min.
- Outline launch email — Status: Scheduled, Priority: High, Area: Business, Context: Writing.
- Process saved articles — Status: Inbox, Priority: Medium, Area: Learning.

### Example Projects

- Launch digital product — Status: Active, Priority: High, Area: Business, Success Metric: First sale.
- Build morning routine — Status: Active, Priority: Medium, Area: Health.

### Example Notes

- AI prompt outputs that worked — Type: AI Output, Tags: Productivity, Business.
- Weekly planning principles — Type: Evergreen, Tags: Productivity.

### Example Goals

- Make first online sale — Horizon: Quarterly, Status: Active, Area: Business, Metric: Revenue, Target: 17.
- Complete 20 deep work blocks — Horizon: Monthly, Status: Active, Area: Work, Metric: Blocks, Target: 20.