Question

I'm building a Notion project management template that uses multiple related databases:

• Clients
• Projects
• Tasks
• Risks
• Meetings
• Calendar

What I'm trying to achieve is a "Master Filter" at the top of the page.

Example:

Client: [Client A]

When I select AutoGlass, I would like all database views on the page (Projects, Tasks, Risks, Calendar, etc.) to automatically filter and display only records related to that client.

Is there a native way to do this in Notion?

I'm looking for something similar to a global page filter, dashboard filter, or cross-database filter that updates all views simultaneously.

If not, what is currently considered the best practice to achieve this behavior?

Thanks!

Answer 1

There's no native "global page filter" in Notion yet — every linked database view keeps its own filter. But you can get very close with a Client hub page pattern:

1. Make each client page the dashboard

• Make sure Projects, Tasks, Risks, Meetings all have a relation to Clients (for Tasks/Risks you can also use a rollup through Projects).
• Open the Clients database, open any client page, and add linked views of Projects, Tasks, Risks, Meetings and Calendar.
• On each linked view, set the filter to Client → contains → [this page]. Notion offers the current page as a filter value when the view sits inside a page of the related database.

2. Turn it into a database template

• Do the above inside a Clients database template (New → Edit templates) and set it as the default template.
• Every new client then gets a page where all views are already filtered to that client. Opening the client = selecting your "Master Filter".

3. If you want one top-level dashboard

• Add a gallery/list view of Clients at the top of your main page; clicking a client opens its pre-filtered hub (side peek works nicely).
• Alternative: add a "Selected" checkbox on Clients and filter each view by Client → Selected = checked. Tick one client and everything updates (only works cleanly for one user at a time).

For existing clients, apply the template retroactively by opening each page and choosing the template from the empty-page options.

I use this exact client-hub setup for freelance work (clients → projects → invoices). If it helps to see it already built, there's a free Lite version here: https://2rds.github.io/freelancer-ops/lite.html?ref=notionanswers