Workspace Audit Checklist

How to Run Your Audit

1. Set aside dedicated time. Block 30–60 minutes for a focused audit session. Trying to audit on the fly often leads to incomplete reviews.
2. Work through one section at a time. Each callout card covers a distinct area of your workspace. Move through them in order or prioritize the sections most relevant to your current needs.
3. Check off items as you complete them. Click each checkbox as you verify or action that item. If something needs follow-up, note it in a separate task or page before moving on.
4. Take action immediately where possible. For quick fixes — like archiving an unused page or updating a permission — do it during the audit rather than adding it to a to-do list.
5. Document findings. For larger issues that require more time, create a dedicated action item or project page to track the work.
6. Repeat regularly. Schedule your next audit before you close out this one. Consistent reviews prevent small issues from compounding over time.

Tips for Best Results

• Involve your team when auditing shared spaces — they may have context on pages or databases you're unfamiliar with.
• Use Notion's search and filter tools to surface pages you haven't visited recently.
• Treat the audit as an opportunity to refine your workspace architecture, not just clean up clutter.