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Note : No need to fill all in one, but try to fill max. what you have clarity about to bring better first draft.

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1. Project Overview

• Date:
• Stakeholders:
• Version:
• Use-case: ?
  1. Used by → Personal/Professional (shared) use
  2. Frequency → Occasionally/Frequently/Regularly/Day in, day out
  3. Device priority → Smartphone/Laptop
  4. Requirement Complexity → Simplistic/Slight/Moderate/Advance/Highly Layered Interlinkage

2. Objectives & Goals

• Clearly describe what we are trying to achieve
  • [ ] Improved project tracking,
  • [ ] Knowledge management,
  • [ ] Most work management,
  • [ ] Specific Project management,
  • [ ] Content managemet,
  • [ ] CRM
• List primary problems the template(s) will solve.

3. Scope

• Define which areas, workflows or part of life/work will be covered by the template(s).
• If Clarify say, what is not in scope.

4. Functional Requirements

• List all major features and components to be included:
  • Databases (type, purpose)
  • Linked databases/reports
  • Custom properties/columns/relations/rollups
  • Dashboard pages (specify for whom: admin, team member, etc.)
  • Automations (within Notion or via integrations)
  • Templates for recurring workflows/entries
  • Rights/permissions setup (if collaboration is required)

5. User flow/ Workflows guide need ?

• Example: “As a sales rep, How can log a new lead and update deal status”.

6. Acceptance Criteria

• What does “done” look like? List the conditions for project completion and client satisfaction.
• Testing/review process (e.g., client walkthrough, feedback rounds).

7. Integration Requirements