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Notion template updates are not automatic in-place software upgrades. Move user records deliberately, preserve relations, and keep the previous populated root until validation passes.

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Supported paths

Migration order

  1. Duplicate the populated source root as rollback.
  2. Record source counts for Projects, Tasks, Goals, Habits, Notes, Resources, and Captures.
  3. Move or import Projects before Tasks.
  4. Move Tasks, then rebuild Project and Planning Week relations.
  5. Move Areas and Goals before linking knowledge.
  6. Move Notes and Resources with Source URL, Author, Summary, and review dates.
  7. Move active Capture Inbox items and preserve destination relations where practical.
  8. Recreate recurring-task history only after Tasks exist.
  9. Rebuild Weekly Reviews last so capacity relations target migrated Tasks.

Property map

Destination New release fields Default
Tasks Effort Points, Weekly Outcome, Planning Week, Health Flag Leave empty until weekly planning.
Projects Last Activity, Health Calculated from related Tasks.
Weekly Reviews Review Type, Return Gap, Recovery Status, Restart Outcomes, Available Capacity, Planned Tasks, Planned Load, Capacity Balance, Capacity Status Use Weekly Reset unless recovering.
Capture Inbox Health Flag Calculated from Created and Processed.
Notes and Resources Health Flag Calculated from Review Date and Archived.

Final validation