Send Approved Tasks to Notion

Connect Notion and send approved Sensra tasks to a project handoff page.

Tasks & delivery handoff2 min read

Use the Notion handoff when your team wants a readable project handoff page in Notion, grouped from the reviewed Sensra task plan.

What Sensra sends

Sensra creates one project handoff page under the Notion parent page you choose. Sensra sends reviewed task details only, such as task title, description, phase, priority, delivery status, due date, Done means, owner/suggested owner label, and source section label.

Sensra does not send comments, client responses, source excerpts, AI drafts, internal rationale, files, public links, tokens, or private project history.

This is a one-way handoff. Sensra does not sync changes back from the PM tool, and it does not update external tasks after they are created.

Before you connect

  1. Open the Notion parent page that should contain the Sensra handoff page.
  2. Confirm you can grant Sensra access to that page during Notion authorization.
  3. Decide where the generated project handoff page should live.

Notion documents creating pages and appending block children, which are the API operations Sensra uses for this handoff.

Connect Notion in Sensra

  1. Open a Sensra project and go to Overview.
  2. Open Project tools, then open Send to PM tool.
  3. Select Notion and choose Connect Notion.
  4. Authorize Sensra in Notion and grant access to the parent page.
  5. Choose the Notion parent page in the handoff panel.

After authorization, Sensra stores the connected app securely. You can search accessible Notion pages from the handoff panel before previewing or sending tasks.

Run the handoff

  1. Approve the tasks you want to send.
  2. Preview approved tasks from the PM handoff panel.
  3. Review the count of tasks that will send and tasks already sent.
  4. Select Send approved tasks to Notion.

Sensra creates one Notion page for the project handoff. Tasks are grouped by phase as to-do blocks. Sensra does not create Notion databases or property mappings.

Duplicate and skipped tasks

If a task was already sent to Notion from this project handoff connection, Sensra marks it as already sent and skips it on later runs. The result summary shows created, skipped, and failed counts.

Disconnect Notion

Open the PM handoff panel, select Notion, and choose Disconnect. This removes the saved Sensra connection. It does not delete Notion pages or blocks that were already created.

Troubleshooting

  • Connection failed: Reconnect Notion and confirm Sensra has access to the parent page.
  • Destination required: Choose a Notion parent page before previewing or sending.
  • No pages appear: Grant Sensra access to at least one page in Notion, then search again.
  • No tasks to send: Approve at least one task in Sensra first.

Need more help?

Contact support with account, billing, or project-specific questions.

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