Fundamentals of Notion: Supercharge Your Productivity | Brett Chang | Skillshare

Fundamentals of Notion: Supercharge Your Productivity

Brett Chang

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28 Lessons (2h 7m)
    • 1. Trailer

    • 2. What Is Notion

    • 3. Note on My Style of Teaching

    • 4. Setting-up Your Account

    • 5. Navigating Notion

    • 6. Introducing Pages

    • 7. Blocks Introduction

    • 8. Text Editing

    • 9. Example: Using Notion to Plan Your Vacation

    • 10. Using Notion Web Clipper

    • 11. Sharing and Collaboration

    • 12. Dates and Reminders

    • 13. Keyboard Shortcuts

    • 14. Using and Creating Templates

    • 15. Congratulations on getting through the first section!

    • 16. Introduction to Databases

    • 17. Database Walkthrough

    • 18. Using Inline Databases

    • 19. Planning a Party with Notion

    • 20. Congrats on finishing section 2!

    • 21. Creating Your Homepage

    • 22. Setting up Your Task Management Workflow

    • 23. Organizing Your Notes

    • 24. Congrats on finishing section 3!

    • 25. Managing Projects in Notion

    • 26. Creating Team Wikis in Notion

    • 27. Building a Personal Website using Notion

    • 28. Last Congrats HD 720p

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About This Class

Do you want to become more organized, focused and productive in your personal and professional lives? This course is for you.

Notion is a powerful all-in-one workspace that you can use to write, plan, collaborate, and get organized.

Adopted by organizations such as McDonald’s, Lululemon, and Nike, thousands of passionate users rely on Notion to manage tasks, organize projects, draft notes, study, and plan life goals.

Notion can be difficult to setup, due to its highly customizable features.

In this masterclass, we’ll cover everything you need to know about Notion so you can start optimizing your productivity workflow, today.

I designed this course for new and existing users to Notion. Whether you never heard of Notion or you are an expert, you can start from the beginning of the course or jump ahead to more advanced sections.

In this course, we’ll cover:

  • The basics of Notion: We’ll get you setup on the tool and make you familiar with Notion’s many features

  • Get more productive, today: This course will provide real life examples of how you can apply it in your daily personal and professional life to improve your organization and productivity.

  • Tips and tricks: I’ll share with you my personal workflow and how I use Notion to optimize my productivity and live a better life.

  • Templates: You’ll receive access to over 20 professionally made templates that you can clone and use in your own workspace.

I’m passionate about Notion because I use it everyday to be more focused, organized and productive.

If you’re struggling to manage your hectic work and personal lives, this course is for you.

I’ll share how you can use Notion’s powerful feature set to

If you’re ready to use Notion to better manage your hectic life using its powerful set of features, this course is for you.


1. Trailer: do you to be more focused, organized and productive in your personal and professional life. Don't be a higher achiever at work. Have you set big personal goals for yourself in 2020 that you want to accomplish? If you answered yes to these questions, I created this course for you. My name's Brett. I'm a serial entrepreneur. In this course, I'm going to share with you how you can use notion. The highly popular productivity app that everyone's talking about to manage tasks, organize projects, notes, life goals and much, much more Notion is the exciting for activity after a light upon like thousands around the world. It's even used by big companies like McDonald's, Lulu Lemon and The Wall Street Journal. I've started three different businesses with notion and use it on a daily basis to help me manage projects, organize my personal life goals and even planned trips. I've used a bunch of the other productivity APS out there. I have used Google sheets, Evernote, Trillo asana. None of them really works for me. After a day of using notion, I knew this was the rate application for my productivity workflow and what I loved about it is that it took all of those APS that have used in the past, and it brought them all into one single application notion has been an absolute game changer for me and improved my productivity significantly on I promise it. After this course, you will have the same result. I designed this course for both new and existing users. To notion, new users will learn how to constantly navigate through the APP on Web, mobile and desktop. Existing users will learn my tips and tricks and how I optimize my work flow in the application. I'll even provide you with over 20 templates that you can customize and use to maximize your product. Everyone role in this class. I'm passionate about notion because I use it every day to become more productive, more organized and more focused. I'm excited to share notion with you, and I can't wait to see you in class 2. What Is Notion: Let's jump right into notion. Notion is an all in one workspace for you and your team. The tool blends all of your everyday work APS in tow. One notion helps you write, plan, collaborate and get organized all in one tool. You can access notion at notion dot s o. Unlike other productivity tools, notion is designed to be highly versatile, so you can use it to organize every aspect of your work and personal life. You can use notion for planning your next vacation, taking an organizing your meeting and lecture notes, managing your projects and coordinating with teams. At its most basic level, Notion works on a page system where every piece of content sits in a different page. And then, within those pages, you can create new pages toe add details to different items. You can customize and view pages in different ways, such as in a table format in a can ban board, a calendar, a list, even a gallery. If you've ever used a service like Google Docks or Evernote before, you'll be familiar with the notes and docks. Feature in notion directly in notion you can create your own documents that can contain up to 30 different media types that you can share with anyone on your team. Let's say your team is working on a block post and you want to review and make edits to it instead of having to send a static word document back and forth. Notion allows you to make live edits together in the document. This makes collaboration for more efficient and easier than ever before, in this course will go into detail into each feature of notion. But at a high level notion has four main features. One notes and docks to the knowledge base, three tasks and projects, and four spreadsheets and databases inspired by Wikipedia. The knowledge base feature in notion is a centralized space for any information that needs to be easily accessible to you and your team. For a team, this could be a corporate directory or a vacation policy document. At a personal level, you could use the knowledge based tool toe Let's say, share travel guides with friends who are going to the same destination that you once visited. Another feature of notion is the Advanced Project management tools. Using notion you can create a number of highly customizable project management templates. If you're familiar with tools like Trail Oh, you'll notice the ability to create what are called can band boards to track the status of tasks associated with a single project. You're also able to create project tracking databases and more general lists. And the great thing about notion is just like the documents. All of these tools air shareable with your team, making it easy to collaborate. The final main feature of notion are the spreadsheets and databases. Tools, spreadsheets and databases and notion allow you to keep records of anything. It is customizable enough that it allows for you to capture your unique workflow. If you're familiar with tools like Google Sheets and Air Table, you're gonna be very comfortable with the spreadsheets and databases tool. These are the core features of notion. Together they form the most versatile and powerful productivity tool available In the past , you may have used tools similar to notion, like Trillo, asana or Evernote, but I prefer notion because of how versatile it is. I'm able to customize notion to fit all of my personal and professional productivity needs . Now, don't worry, if you're confused, will go through each of these features and detail throughout the course. I'm excited to show you how I use notion and how you can use notion toe live, a more productive, more focused life. 3. Note on My Style of Teaching: before we get too far. I did want to offer a quick note on my style of teaching. You'll notice that throughout the course I'll introduce you to the basics and fundamental tools of notion. But then I'll walk you through an example that I've created to give you an idea of how you can apply it to your life. What I encourage you to do after that, its create your own pages and databases and apply all of that knowledge that I taught you earlier on in the course, actually creating pages and databases and notion that fit your workflow. 4. Setting-up Your Account: welcome to notion I The first thing you have to to get you started is making account. So if you go to notion dot s o, you'll see the notion home page, and in the top right corner, you'll see a sign up button. There you can enter your email address to make an account. If you have an email address associated with a Google account, it will prompt you to log in by a Google. If you don't have a Google account, it will send you a code that you can then use Toe Lagan to the application. Once you have your account, I would encourage you to go back to the notion dot s o page and download all the different applications. There are three different applications. That notion offers on IOS Android application, a Mac and Windows app and a Web clipper. The IOS and Android app is very powerful, highly functional, basically everything you can do with notion on the Web and inside the browser you can do on your application. They've modified the app to make it work with mobile screens, but you can see here that you can create pages with text and images you can create to do lists. You can see all of your different databases here on a different screen. And the great thing about notion is that everything is uploaded into the cloud. So between all of your devices, you will always stay in sync and everything saves automatically. So the mobile APP is great. Notion also has a desktop application that you can use. It is basically exactly what you get with the Web application. So if you log into notion via their website, the main way to use it is through your browser, and so you would see everything in your browser. You would make edits to all of your pages in your browser. The desktop application is a separate application, and what's great about that is that you can have it in a separate window. You can get desktop notifications. It's basically a separate space for notion. If you want it to be dedicated and on your computer outside of your browser, I use the desktop application the most. Some people do everything in their Web browser. It's really a matter of personal preference. Another important detail to note is that notion has multiple different pricing tiers there's a free plan at $0 a month, and that allows for you to have unlimited members in your workspace Is it allows you to have a normal guests in your workspaces, but it does have a limit on the number of blocks that you create. Blocks are individual pieces of content that you add into your pages will talk about this later on in the lesson. But this is important to note, and you can see here that it gradually increases in price depending on which features you want. So you can see there's a personal plan for $4 U. S. D. A month that gives you unlimited blocks and 30 day version history, plus some other interesting features. Here there's a team. There's a team pricing tier, which is, if you're having multi people collaborating in a single workspace, you might want to consider that this is $8 per member per month. That gives you unlimited blocks. Unlimited file uploads three day version history, but also provides you access to a number of different admin tools that you might need if you're working with a larger team. And then finally there's an enterprise tear, but That's for a large company with many different employees, hundreds of employees that are all working together in ocean. If you need that, they don't issue the price on the website. You have to contact their sales team and have a discussion with them to get access to that now, to see how you're doing in terms of the number of blocks you're using and I'll bring you over to notion. Right now, you can go to your settings and members button on the navigation bar. We will focus on this in the navigating notion component of the course. But if you open that up right at the bottom here, you can see how many blocks you've created. And once you hit the max of 1000 blocks, you'll need to upgrade that to a paid plan, just something important to consider as you continue to build your pages and create content in notion 5. Navigating Notion: Okay, you've opened up your notion account. You've downloaded all of your different applications, and you are now ready to play around with notion. In this lesson, I'll teach you about the basic user interface of notion, and I'll show you how to navigate through it. I want to start by looking at the top left menu here. This is the workspace menu. Now, everything you do in notion takes place in a workspace. It's your virtual desktop to organize information and create things exactly the way you want as just one person together as a team or across the whole organization. And you can see here that I'm invited. I'm in multiple different work spaces. Now. Your permission in each workspace may differ. For example, my one week start workspace. I may only have access to read documents or pages in that workspace in fog. I may have access to edit, share and read and have full permission and an impersonal I'm by myself. And so I have total access and control over the workspace. Here. You can also create another workspace, so if you are starting a new project or have a new organization that you're joining and you want to get them on notion you can create a new workspace. 123 You can say it's 2 to 5 people, and then you can say, Let anyone join with a at leave forward email. That's my email. And so anybody with at least forward dot org's in their email would be able to join this workspace. We'll keep that on and gives you the option here to start with templates or without templates. I have a whole lecture associated with templates, so we'll skip over that and we'll wait till then and you'll see that it pops up a blank canvas. You haven't get started document, and you can start brand new and create as many different pages as you want here, Um, and so that's the workspace menu. It's very important, and it's how you're gonna navigate through your different work spaces that you're a part of in notion. So it's good to get familiar with that. The other thing to note is that there are shortcuts. You can see that I'm on a Mac, and so it tells you the shortcut in gray on the right here. But if I wanted to navigate between my personal and my one week startup workspace Command one gets me to my one week startup workspace and then you can see here, Come in, three, come in to command three. Get me to my personal. And if you go below the workspace menu, you'll see Quick find so quick Find can be accessed either on the left hand column here. Or you can use the command P shortcut to search through your notion. Now, this is a great tool. If you want to quickly find something, I'm planning a trip to Tokyo. So if I type in Tokyo, I can see my travel planning document. I can see the accommodations that have listed I can see the activities that I have planned . It's a great and easy way to quickly find any type of information within your workspace. Now the update section. This is a personal work space for me, so I don't have a lot of updates, but in this inbox section, you would normally see if you are in a team work space. You would see any type of notification that you've received because someone had mentioned you on a certain page and the way you mentioned someone is you can put in at in front of their name and at sign, and then that will flag to them that you have been, uh, that you have been mentioned in that document and that will appear in your inbox. Will also you also receive notifications either on your mobile desktop or email or all of the above. If you haven't set so in your settings in following, you can see all the different updates on any documents that you're following, and I'll show you how to follow pages. But any updates being made to them, you'll see in this section in all, you'll just see all of the updates being made to any of the pages in your workspace. Now, I know I'm going a bit quick through all of this, but just know that we will again go through each one of the components that I'm talking about in later lessons and finally of archived. If you have too many notifications and you want to move some of them, you can archive them and they will fall into this bucket next. Below all updates, you have settings members. This is where you can see the settings related to your account in your workspace. In my account, you can do things like change your email, change your name, said a new password. You can make the week stand on Monday instead of Sunday. You can delete your account if you're not using notion anymore. Notifications Just like I talked about before. You can set which notifications you want to receive. In my connected APS. You can connect different maps like Google Drive and ever note make importing content from those applications easier. Notion has a referral credit, so if you invite friends to come join you on notion or to use notion themselves, you get credit for your account. Then you go to the workspace settings. Here you can change the name of your workspace and change the icon you can set are you are L? And so if you made notion dot so slash my name, then anybody who would have access to that notion would be able to go to that domain and see it for themselves. Now you can make this public to everybody. You can make it only accessible to people in your team. You could make it only accessible to you but a quick way to be able to see Ah, whatever. What to see? Your workspace on option that you have is that you can define which email domains are automatically allowed to join your workspace. So, for example, I work at a company called Lee Forward. Anybody with the at leaf forward dot or domain would be allowed to join my workspace if I entered it in here. If you wanted anybody with at Gmail Domain to be able to join your organization, you can make it so, But preferably you would use the domain of your organization. You can export content, great way to back it up. You can export your member list and members. We will not save that. And members, you can add team members to your workspace so you can invite different people from your team, either within your organization or from outside of your organization. You can group them into categories he could have the marketing team and the marketing team would only have access to certain sections and upgraded as we talked about. There is a paid plan with notion at. You can upgrade here if you need access to those futures and insecurity. They're a bunch of security features that you can go through. You can also play around with dark mode versus light mode. Ah, and you can see, as we talked about before, how you are doing in terms of block space. Okay, great. So that's settings. And members now are going to get to the pages section of your navigation bar. This is when it gets interesting. So as you can see here, I have a bunch of different pages. This is my private section, so user pages that only I can see. So let's look at my personal tasks for a second. Now, If I wanted to make this more easily accessible, I would simply favorite it. And if I favored it, it goes up to my favorite section. So it's always easy for me to get to. I did the same thing with my journal section here. Ah, and then if you want to move them around, you can toggle them up and down by just dragging and dropping below that. Like I said, you have your private pages, your personal personal tasks pages. I just favorited that's still gonna be in my home section that I have placed it in, but it will just also be accessible in the favorite section. Now on the arrow on the left. Here, you can toggle between pages. So my home page is my main page, and all these other pages are secondary. Are sub that page so you can see same thing with, Let's say, my journal. You can see below my journal all the different entry pages that I've made so you can expand . Enclose that, depending on what you want to see and what she want. Toe access. Now the interesting thing about the pages feature is that it's very easy to navigate from page to page. So what I mean by that is that your main pages air all gonna be on this left bar here. But if you go into a page will say, meeting notes and let's say I want to see this note. As you can see, that will pop up your secondary note. Then, if I go, then if I go back, you can see that I at the top here, that there's meeting notes and there's home meeting notes is a sub note toe home. So if I want to go home. I got a home. I want to go back to me notes and go back to meeting notes. And then you can do the same for let's say, my travel planning. I can see my trip to Tokyo. That's a different page in itself. So it comes up in the navigation bar here as a different page than you could go to the page before. Then you can go home. It makes it really easy to navigate using this top bar here with your different pages. Finally, just to finish off on this left hand bar, you have templates. These templates you can use Ah notion has created a number of templates that are commonly used by different types of people. So whether you're a marketer or you're in hr, your engineering or in education, you can use commonly used templates for your own purposes. We'll get more in a template later on, but that's where it is. You can import data from different sources, so whether that's ever note that you want to import a note from or Trillo you on import board or a sauna, you want import tasks from. You can do that all here trash pretty self explanatory where any note you get you delete goes there and then finally you have the top right corner. Here you have the sharing feature. So let's, for example, go to the meeting those section Let's say I want to share all these meeting notes here. I can determine who has access to it. So if I wanted to be publicly accessible, I can check that off, and then anybody will be able to see the meeting notes without, even if they don't have an account or aren't on your team works based access. Anybody in your workspace could have access to these meeting notes. If you say so, and then you can invite people to come and access them as well on an individual basis. You can also copy the page link to send someone. If you make it's that they have public access and updates here, you can see all the different updates on this page if you follow it that will appear in your all updates section. If you connect to the slack channel, you can see all the updates with in your slack being made to document. So it's a great way to track whatever is going on in different pages and finally favorite, we've gone through. And then here in the hamburger section, you can see the, uh, different page settings on options, and we'll get into this later. But that is an overview of how to navigate through notion. Now again, that's a quick overview of the navigation tools. Now in the next, sections will go into very specific details about pages at the blocks about databases. So this was a bit too much. Don't worry. We're gonna pack it all in later lessons. 6. Introducing Pages: great. Now we're gonna get into pages, which is the core feature of notion pages Air War. We're going to store all of your information, whether it be your notes or your databases. It all happened in pages. Here is a page that I made to plan for a truck coming trip to Tokyo. I'm gonna show you how to make this page specifically down the road. But right now I'm gonna walk you through the different components of a page so a page can have a title. It can have an icon on an icon is normally an emoji. But you could import a icon from an outside source, and then you can also have the top here, a cover photo to make it look really nice. Now, if you're sharing the note with people, they can create a discussion. So you can say this looks great. And Aiken comment that I could also mention people if I wanted to. If I was sharing this document, I could mention myself. I could say I can't wait and you can create a whole discussion into this section right here . Now, some other features of a page that you should take a look at is in the top right hand corner. Here, you'll see that there are some options for your page. There's options for what types of fonts you use. Small text. If it should be full with because, as you can see here, it's cut off. You can make it a full With Paige, you can lock the page so no edits can be made to it. You can favorite you can copy the link to share with people. You can undo any type of mistake that you've made on the page. You can show the history of the page. And so if you made, if you want to go back to a previous version of the page that you made, you can do that there some really great options in this menu. Now, if you want to create a new page, what you'll need to do is go down to this new page section that we went through in the navigation lesson. Now in the new page, you can create a title. So let's say that we're going to do notion course preparation, so now you can choose whether to start with a template or to start empty with an icon. We'll start empty with a Nikon. We will change that icon, too. A man with a laptop, which I think represents this course, and you can start adding text. You can say hello. This is the notion, of course. Now, once you have created a page, you can share it with other people here and so you can make it public. You can make it accessible to anyone in your work space. You can invite people individually. You can see updates to the page. You can favorite the page as we've talked about before. You can also add the page in the left hand bar as a sub page two different sections. So let's say I wanted Toe added to my life project section. I can do that. I think my life project section. You can see it's here with my other pages. If I open it up, I can then navigate through on the top bar, as we went through in the navigation course was a lot that you can do with pages. Now I'm gonna get into. The next lesson is how do you make these pages even more powerful? How do you add really interesting content? And what are the different types of content that you can add? Two pages 7. Blocks Introduction: besides pages, the other essential element to notion are what we call blocks now, blocks or any type of content that you add to your page. So you can see in this document right here that if I want to create a new block, I could just start typing. Now this is a new block that I've created. It's a text block, and you can tell it's a block because on the left, since side, if you hover over and you'll see ah, menu and you'll see the plus sign now, this indicates that you've created a new block. Now, if you want to create a new block, all you need to do is hit, enter or navigate to the line below you, and then it gives you the option here into type slash for commands. If you do that, what you'll see is that there are a number of different types of blocks, everything from text to to do lists, two different types of headings to bulleted lists, quotes, dividers. You can even go all the way to include different tables that you want to include into your documents, a calendar to include into your documents. All of these are blocks, and they're what? Make notion so versatile. You can make blocks in tow anything that you want. There are over 25 different types of blocks in notion, and blocks are a great feature of notion and are what make the product so versatile. Using blocks. You can really customize your pages to meet whatever productivity needs that you have. Let's start working with some blocks to give you an idea of how powerful they actually are . So there are a few ways to add new blocks to your document. As previously mentioned, you can either just start typing text in, which is a text block. But if you want to have access to the many more different types of blocks and notion, you can access them by either one typing space, and this will pop up for you. A number of different block options there also shortcuts with blocks, so if you type in dash dash dash, you'll see that there is a divider. There are also shortcuts. I've attached the shortcuts in the references of this course that you can get familiar with , but what I use the most is this plus sign. So if I hit Enter. I create a new block and I can use the plus sign to see all my different options. So let's say I wanted to create a heading a big heading, and I wanted to say Welcome to this document. That's one block. If I wanted to create a new block, I can hit Enter, I could hit the plus sign again and then I can go here and I can see all the different types of blocks that are available to me. The one that I want to use for this document. Is it to do list? I can tape in all the things that I need to do to create this course outline content, film videos. Now, each of these to do list items are their own blocks. You can also move blocks around. So if I wanted to, uh, move it up, I can move it up. Just by grabbing this three dots menu, you'll see the ah hand appears, and with that hand, you can move the block up and down. So if I wanted to move this one block here, I can If I wanted to nest the block under a different type of block. I can do that as well. There were So you see now that that block is nested under the film video section. I wanted to a nest. It could also move it back to where it was originally, and you can see that there's a blue line that appears when you're dragging the block. That shows you where you're going to put it now. The other great thing about blocks is that you can create columns in your document just by dragging the blocks around. For example, let's say I wanted to take this outline content block, and I wanted to put it beside film videos instead of underneath it. To do that, I can drag it. I can pull it all the way to the side here, and you'll see a blue line appears on the right hand side. If I drop it in there, it'll create a column, and then you'll see that the two blocks are now beside each other. Now you can do this for any of the blocks. So if I wanted toe, add a, I wanted to add a uh, let's say a quote here. You can see that with this quote. I can create. I could go Aiken, nest it underneath film videos. I can drag it to be underneath the welcome to this document header, but I could even add 1/3 column with it, and now you'll see that it's lined up between three. This is a really powerful tool that allows you to customize the look and feel of your page . Ah, and it's great to get familiar with. So when I'd recommend doing right now is open up a new page and start working through blocks yourself. The last thing you should know about Blocks is that if you're working with a team, your team members can comment on specific blocks. And what do I mean by that? Let's say that you shared this notion course preparation page with your team members. They had an issue with your quote. They wanted you to change the quote. You there is a mistake in the quote. What they can do is they can comment on the quote to provide their feedback. And so if you highlight the quote or highlight the text and the block, you have the option to comment. Now, if you comment on it, you can say this looks great. And you can comment that you can also, if you click on this ah, message bubble, You can also mentioned someone. So if I mentioned myself Ah, then I will get a notification to be flagged that I should take a look at that block. 8. Text Editing: I want to take a second to show you what text editing is like in notion. Now you don't have many font options. The only fun options you really do have you confined in this top right hand corner menu, and you can choose between the default Notion Funt, the Serif Notion Fund or the Mono Fund. Now, if you're looking for more customizable typeface, critic and page and notion probably isn't your best bet, and you're better off using Google Docks or Evernote or Microsoft Word. But if the typeface doesn't really matter to you, there's a lot you can do, a notion that you'd be able to do in a normal word processor. For example, if you highlight a piece of text, you have all the options you would have in a normal word processor. You can bold it. You can italicize it, you can strike through. You can even change the color of that fund so you could use, let's say, blue text and a orange background. So you do a lot of customization ability, and the other thing that you have with the block system is that you can easily create headers. You can standardize your for men. The big header is, as you can see up here. It's the largest header, Tedder. One header to is slightly smaller. Header three. It's slightly smaller than that. You can do bullet lists. You numbered lists, so you have a lot of options with the blocks. The one thing you don't have is that you would have more customize ability on the design side in a Microsoft Word or a Google doc. Then you wouldn't notion. But if that doesn't matter to you, notion is a great way to quickly create versatile. Customizable were docks that are highly collaborate. 9. Example: Using Notion to Plan Your Vacation: by now, you've got a pretty good idea of the basics of notions. You know how to navigate through notion. You know what pages are in notion and you also are familiar with blocks and how powerful they are. What I want to show you now is I want to put it all together. And I want to show you a page that I made for a trip that I'm planning toe Hong Kong. Just so you can see all the different components that you've learned throughout this course in action. So to start, I created a new page. I added a cover photo to it. You can change the cover here. You have options for where you get your cover from. You could put a link in from an image that you found online. You can upload an image if you want. You can goto unspool ash this great free stock photo service to pick Ah, photo that you like. Ah, And then I added on icon the iconic is was the Hong Kong flag. But you can choose any emoji that you think is appropriate for the page that you're making next. I made a title pretty self explanatory trip to Hong Kong. And then I created a table of contents. This is a really interesting block that exists. The notion. Basically what it does is any headings that you have in your document. It will collect in the table of contents, which is a great thing to have for particularly long documents, because it makes it easy to access different parts of your page very easily. If you go below that, I created a quick, summary sections. All I wanted to do here with show whoever I was sharing the document with. What dates are we going? And so you can toggle down and you can see dates? What are the flights that we need to take? So everyone's on the same page and purchases the same flight that I'm on, and then who's going? And so there's three of us going. Ah, and so now everyone should be on the same page about high level details around the trip. The next section here in accommodations. I'm collecting a bunch of recommendations for hotels, and so I have three hotels here. I have one Airbnb to hotels. This is a database we haven't gotten into databases yet. we'll get into that in the next section of this course, but databases are essentially spreadsheets, and they're a great way to organize data so you can see here. But I have the hotel name I have. The type isn't an Airbnb is a hotel. I have the price. The review. I have a link so that we can purchase our nights quickly if we want Teoh. And so that's the accommodation section, then below that you can see here I have activities, so I've created a gallery. And so with the gallery, what this does is it showcases a photo of a different page, these air pages within my travel planning page, and I'll demonstrate that if I click on ride the peak trim, you'll see here that a new page pops up and in this page you can add your own blocks to it . I added a photo to make that the feature of it. You can have a discussion in it with whoever's in whoever you're sharing this page with, there's a bunch of things that you can do with the gallery. But really, why I wanted to do it was I wanted to display photos of all the different activities that I think that we should do in one place below that have a packing list. So I always forget things when I'm traveling. So I thought I'd put in my main planning document everything that I need to pack. And so I've created a list here and then as I go through, I could just check it off. And the great thing is that these air all blocks. So if I wanted to create a new one, I could do that could delete it. I credit different block if I wanted to. That's a great thing about notion. And then finally, I have my guides. And so I've been searching the Internet, looking for different guides created by fellow travelers that I like, and I have been saving them to this document. Now how I do that is through something called the Web Clipper. I'll get into the Web Clipper in the next lesson, but basically what it does is if I'm on a website, I can save that website and Aiken directly put the link to that website into my document. It's a great way to move content from the Web into whatever page that you have in notion. So that's a page in action. I'll do a lot more of these where I walk you through pages that I frequently use, and I'll even show you in detail how I made it. Step by step sold a whole walk through of how to make a page in a later lesson. But that's ah ah, good example of all the different components of a page that you've learned over the past a few lessons in this course. 10. Using Notion Web Clipper: I want to introduce you to the notion Web Clipper Tool. We briefly touched upon this in the last lesson, but the notion Web Clipper Tool is a really powerful feature that notions built. Basically, what it allows you to do is as you're surfing the Internet, if you find something that you like to save and reference at a later date, you can directly save that in your browser to any of your pages. In notion, it's a great tool for just keeping track of different things that you're seeing. I would like to reference back to We'll use the Hong Kong trip planner example again. Ah, and I'm gonna look for here travel guides about Hong Kong that I think would be helpful for our trip. So I found one right here, travel and leisure. I have a new tab for it. I'm looking through it and it seems pretty good. It's got lots of details I think could be very helpful for our trip. And so what I'll do is I'll go ahead and I'm gonna save this. So I click on the notion button in my browser. Um, and you have to install this, but once you dio it then says save Paige and it has the headline from whatever you're reading and it automatically inputs it into this box. That's great. So I can choose here to add it to any of my pages. Ah, in my workspace, I can change the workspace and I can add it to a different one. If I wanted Teoh, but I'm gonna keep it as it is. I'm gonna keep it in my personal work space and saved to my trip to Hong Kong page. So let's save it right there. Now, I have already saved a couple of items in my trip to Hong Kong page. And so what you're going to see is all of the different articles if I go down to the guide section here, all the different articles that I've already looked at it and think would be helpful for our trip. I've now saved here so I could sit down with all the attendees I'm traveling to Hong Kong with. We can review each guide and talk about it. I could send this to them and say, Please take a look at the guides and they could comment directly in the document on it for us to collaborate on it. As you can see, there's a bunch of uses for the Web Clipper that's really helpful. And even if you're sharing this document with other people, they'll also be able to clip things and save them into this page if they want to do so. I use the Web Clipper all the time. It's such a great tool for me. I use it for everything from saving a book that I want to read later on. Or if I see an article that I'd like to read. I'll save that in my reading list and then I can go back to that list when I have some time . Take a look at all the articles that I've wanted to read and missed and go through them. It's really powerful. It's really great, and it's helped my productivity a lot 11. Sharing and Collaboration: one of the best features in notion is the ability to collaborate with friends, family and team members in your pages and databases. In this lesson, I'm gonna go in depth into how you can share your pages and databases with whoever you want to and collaborate on your projects. So to begin with, we're gonna use my trip to Hong Kong page as known as an example again. But if I want to share this with someone, I have some options, so I can go to the top bar here. I can click on share, and then it gives me a few options for how I want to share it. So let's start with public access. Public access means that if you turn this toggle on, you will be given a domain by notion that will link to this page. Anybody on the Internet will be able to see your page if you send that domain to them, Ah, toe one, your friends, your family or teammates. They'll be able to click on that link and go directly to your page and see everything on it . Now you can choose whether you want to give everyone access only to read the page that you've sent them or if you want them to be able to comment on it now, if they comment on it, then they'll be able to go in will be able to once they take a block like dates, and they'll be able to add a comment such as, You know, this doesn't work for me now. The other thing about sharing is that you have the option to allow for search engines to pick up this content. So if you want this to be viewable in Google, so let's say I if somebody search trip to Hong Kong, I'd want them to see this trip planner I put together. Then you can toggle that, and it would be picked up by Google and included into their own database. I don't want that. So I'm gonna keep it off and then allow duplicate as template. The interesting thing about this is, let's say I've built a really good template for trip planning for my trip to Hong Kong document. I've made this public. Somebody else looks at my document and says, while I love to use this for my own trip, not to Hong Kong but to Australia, they'd be able to copy this, use it as a template, and then they'd be able to customize it for their trip to Australia. So I'm gonna leave that on because I'd like for that to be the case now, the other option is that if you're in a workspace with multiple other team members, you can allow you can give them access to it. So let's say I wanted to Ah, if I had more people in my workspace, I could give them access to it. And then with this, I could even provide more access than I could with the public access where I could provide full access, which means they can right comment at it. They can do anything with it. I could say that they can only at it, but they can't share with others. I could make it so that they can comment and that's it. Or I can make it. If they can only read. No comments, no edits, no sharing. Or I could disable it all. I'm only in a workspace with myself on this one, so I'm gonna disable it. And then, with my own account, I can decide what type of access I get to this document now. The next thing you want to know about is settings and members, which is where you can go toe. Add members of your team, friends and family to notion if whoever you're sharing a document with doesn't have access or doesn't have a notion account, they will be limited in what they can contribute to the document. So if you wanted to add someone to this document specifically, you can go to share. You could say, Invite a person and you could invite Let's say I'll use a different email of mine. I will receive an invite to create a notion account once I do will then be able to log in to the workspace to see this page and be able to edit it or ah or share it or comment on it , depending on whatever access I've been given. And you can see here in the share section that you can determine what type of access you want to give that person that you just invited. Now, next up, you'll see here in settings and members. This is the place you want to come to if you want to invite more people to your team so you can see here that I have invited, I guess which is my other account to join. Notion. If I goto that email, I can create an account for notion I'll be automatically added to this workspace, and I'll be able to play around with the trip to Hong Kong page. But here you can add more members to it. There is a, uh, on the free plan. You can add an unlimited amount of members as long as you stay within the 1000 block limit , so that's collaboration. It's a very powerful tool and component of notion, and they make it really easy for you to work with whoever you need to work with on your pages. 12. Dates and Reminders: One of the great features in notion is the ability to use dates and reminders directly in your pages. So I have here one of my weekly sink pages in notion, and what I want to do is take a block, and if I want to put a date beside it for whatever reason, I can do that. And so if I used the at sign, I can type in today and you'll see it pops up here. I'd click that, and then my date is in this. So I could say this is due at today and I don't today, it'll say today and then tomorrow will say yesterday and eventually it'll just have the date that you assigned this task. This block to now you can also do is make reminders. So let's say for this item I'd like to be reminded of it while I can do that by either one putting in the date that I'd like to be reminded. And so I could say next Tuesday at 3 p.m. And it will trigger it will turn gray, and then once it turns gray, you can click on the date you can set a time you can change the date on the calendar, but you can also do this reminder feature. Which is, you can say, I'd like to be reminded five minutes before 3 p.m. On April 21st. Now what that will dio is that once that date comes around Tuesday at 3 p.m. then you will see a notification that will appear first in your all updates section. It will show up here in your in box. Now, if you don't see that within five minutes of that notification, it will then push. If you have installed on your phone your A notification to your mobile device. If you don't see that, it will then trigger it and email you. If you have that notification turned on now to manage these notifications, all you have to do is go back to settings and members you see in the MI section. There's the minor if occassions part and you can toggle whether you want mobile notifications, desktop notifications and desktop notifications on Mac will appear in the right hand corner here or email notifications where they will email you if there's notification to be had. So that's how reminders work. If you want an easier way to trigger a reminder you can use it. You can go at and you can just type in remind, and then you can put in the date you wanna be reminded. Let's say tomorrow and then I will remind me tomorrow. Now if you do not put a time and it will remind you at 9 a.m. That is the date and reminders feature really cool and very useful when planning projects or working through notes with team members. 13. Keyboard Shortcuts: One of the best ways to use notion is by learning the different shortcuts in the application. Shortcuts are different key combinations that you can hit to quickly access or modify pages with the notion. Instead of having Teoh click around from note to note or move between workspaces using your mouse, you can use shortcuts to quickly navigate through the application if you go toe and I've left the link in this lesson notes. But if you notion dot so you confined in the help and Support section will learn the shortcuts page. Here you'll see a number of different shortcuts that they've built into notion to make it easier to navigate. Using just your keyboard, I'm gonna walk you through a couple of my favorite and ones that I commonly use. They've also included here, which is very helpful both Windows and Mac shortcuts. I'm gonna mac until walk through the Mac ones, but you can see here there's an equivalent on on Windows. Um, some of the big ones for me command and creating a new page, very helpful command shift and open a new window notion. Window Command P is to search. So we talked about that in the navigation section. That's the quick search where you can hit command P, and you can quickly use that to find a document in notion. I'll show you a gang. I think it's really useful, like, oh, Command P here if I want to see details for that. Hollande calling trip planning again right here, Hong Kong knowing. Do I see the trip folder? But I can see it included in, ah, photos around the world. Ah, section page that I have in my notion, If I use command P here again, I can see my trip planning Doc. I can see any of the Web clips that I've taken it just an excellent resource for that. And then finally, you know, I do want to show you how you can see quickly. See shortcuts in notion. If you hover over ah button or a menu that you want to use, it may show you the shortcut in late grain so you can see here with the quick find that if I hover over quick find you'll see the command P shortcut. That's just a great way to quickly see if there's a shortcut for whatever you're doing. another one that I frequently used here is that you can see in the workspace section that is his command. One command to commend. Three. It actually organizes your different work spaces with shortcuts. So if you quickly want to navigate between different work spaces, if you're in multiple workspaces and you want to jump from your personal one to your work one using keyboard shortcuts is a great way to do that. I encourage you to take a look at the link in the lesson notes here, go through the shortcuts, get familiar with them and it really will take your ability to use notion to a different level. You'll be able to navigate through it faster. You'll be able to get pages going quicker, modify content more efficiently. I really do encourage you to take a look and get comfortable. 14. Using and Creating Templates: up to this point, I've shown you how to create your own custom pages In notion. The great thing about custom pages is how versatile they are. You can create a page, and you can customize it to meet your exact productivity needs. But the team. That notion has created a number of different templates that you're also welcome to use to see if they fit your needs. Now to check out the templates, all you have to do is go to the left hand navigation bar. Here, you'll see the templates button near the bottom of it. You click on that, then you'll see a number of different templates that the notion team has built, and they've categorized them by profession. So if you click on the engineering category, you'll see a number of templates that have been designed for engineers who are using notion . You see, there's a road map. One. A road map is a a very specific way to build out products. You can have cards that track the tasks associated with your product. You can tag each card with whether it's a bug or it's a feature, or it's a task that you're building. Ah, you can assign those cards to people you can, an additional details and each one of them. This is a great tool if you're an engineer. Now, if you keep going down, you'll see that there's a brand assets template they've built out for marketers. If you have a brand, you want to centralize all of the logos and type faces and colors that you use, and they've created a gallery, which would let you do just that. You could publish this gallery. You can share with everyone on your team so you can have all of your information centralized in one place. If you keep going down, you'll see there's a personal section in the personal section. Some of these templates we've already covered, but just to go through them again, there's a reading list. So if you clip things on the Web or if you hear of a podcast or a book that you want to read, you can then add those into your reading list as well. And when you have time, you can review them and ah, and take them off your list. These air a great resource for anyone using notion there professionally built templates there really? Well done. There's a bunch of them. And so I'd highly recommend checking out the template section before you build your own custom page. Now, I want to show you how you can build out your own templates. So I have created this new page called Ow s meeting notes. It is going to be a repository where I store all the different meeting notes for a project that I'm involved in every single week my team and I meet and we talk about, we do a recap of last week, we review metrics, and then we decide what the next steps are moving forward. I'd like to have the same type of me no template for every single week just to keep consistency. And what you can do, a notion is you can create your own templates. So I've created this doc that I want to use is the four man. And so you have the recap of last week Top line results, actions for next week. Perfect. I will navigate back to the main page, them storing it on the Ow s meeting notes, and then I'll introduce you to a new block that we call a template button. And so at a block type in template button. And then here I can configure what that button looks like. And so let's just take a second, Teoh, Get in there And so I can change the name so I can say new you didn't know and then for the template. What I'd like to put into it is this. So I drag this meeting note, which is the template that I like to use. I drag that into the template button, so that has been set. You can see it's in there. I'm gonna close this now and then. You'll see in this page that it now says, plus new meeting new. So that's my template. Buttons. If I hit that, it automatically makes for me a new template, a new version of the template that I created for the weekly meeting Note Ah, page that I'd like to use consistently. And so that's how you create your own template. It's a great way to keep consistency for different documents, and you can quickly access it just by hitting that button, and you can create it on, and you can keep doing that. Week over week and have consistency to your notes. Now, if you wanted to share this template, we've talked about this before in the sharing section, but you can share it. You could make it public, you could share it with other people. And the interesting thing you can dio is you can allow for duplicate as template. So if you had a great template that you've built out that you want someone else be able to use for themselves, you can make it so that they can go in, copy that template for their own purpose and make their own template out of it. Templates are really powerful in notion, and they make using it really easy. And so I'm I'm a huge fan of it, and I encourage you to play around with it more. 15. Congratulations on getting through the first section!: congratulations on finishing the first section of this course. By now, you should be comfortable with the basic concepts of notion how to navigate through notion and the basic tools that you need to build your own custom pages to incorporate into your own productivity. Workflow. In the next section, I'm gonna introduce you to databases. I can't wait to see you there. 16. Introduction to Databases: up into this point. We've spoken at length about pages and notion what I want to introduce you to in this part of the course. Our databases databases help you structure information in notion in a variety of ways, letting you organize, categorize, label, filter, search view and utilize data to get jobs done. There are three things that distinguish notion databases from spreadsheets and databases you can build with other software. One is customizable properties. Customizable properties allow you to add properties to contextualize, label and augment any database item with more information like dates, people, text links, etcetera. You could have multiple views for databases, so you'll be able to see your data bases in a list view in a counter view in a page view. It's very versatile in that regard. And then, finally, every single data item is edible in it's own separate page, so you can change the properties on the page. You can add additional detail to those data points, and in the next lesson, we will go through in detail one particular database. You'll see a database in action, but I wanted to give you an introduction so you're familiar with databases before we get there. 17. Database Walkthrough : in this course. We've spoken at length about pages and primarily have focused on the document capabilities of pages. But I want to take a shift towards databases now because databases air would make notion really powerful in notion. Databases help you structure information in a variety of ways, letting you organize, categorize, label, filter, search view and utilize data to get jobs done. For this lesson, I'm gonna walk you through a template, a database, and in the following lessons I'll show you and will create together a custom database. I want to start by just showing you this sale CRM database that I'm gonna use the demonstration so we'll use this template and we'll let it get set up. And as you can see, this template is a very simple can ban board. So you might be familiar with this if you've used Trela before, and basically what it does is you can create a lead if you're selling a product or service to someone incredible lead. Ah, and then you can move that lead to the funnel, so it's originally just a cold lead. Then it becomes qualified. So you've talked to that person. You know that they're interested in the product, then you send them a proposal that moves the next stage. Then they get the negotiation stage where you negotiate a price and then ultimately you have them sign the paperwork and you sell the price. That's what this database is trying to dio Now, a couple things. So one were on the board version of a database. Each tile in this board. You can see me hover over one right here. Each tile is its own separate page. So that's what we're talking about. With databases, you can create a number of different pages data items that you can keep and view and play with all in one, uh, in one simple database format. So if I click on this, you'll see that I have a separate page now. And in this page there are a number of different properties associate ID with the data point. The data point is the name, so you can see when it was added. You can see who owns the account. So who is the person that has to close this deal? I can assign myself. You can see the status. So where it's currently at, we know it's in the lead section. If I was to move it, it would automatically update, and it would be in the qualified section. You can see the priority. You can see the company. You can change the company. I could change it. Teoh Breath Chain, Corp. Into the value of that Again, You can change the value you have the email, the phone number, the contact date, the expected close day, all of these air custom properties for this database. Now what I mean by custom is that you can add and remove properties as you like and with thin notion. There are a number of different pre made properties that you can use so you can see here some of them. There's text. There's, ah, number so that you can see here with the estimated value. That's a number. There's selection so you can have multiple values that you choose from. For that property. You can see that here with status, the status could be the prospect it could be qualified. It could be negotiation could be closed. That's the mult. That's the select, the multi select. You have different tags that you can apply to it. You can have multiple tags associated with each one. So for this one, per se if it was a tech company But it was also a law firm, it was a legal tech company. I could tag it both tech and legal if I wanted to see date person. I don't have to go on. It's pretty self explanatory, but you can see that you can make a number of custom properties for each database and so I can add or remove these as needed. Um, now, Teoh, continue on with the database view. You'll see a bunch of other kind of items in the top bar here of the database. So the one I really want to focus on right now is that there are different ways to view databases. Ah, and primarily in notion, there are, you can see here five different views. So the first view, the traditional one, is the table. So with a table on, and we'll take a look at that right now with the table view, it looks like a spreadsheet. So you have the name. That's an item. You have the company, you have the status and you haven't laid out basically like a spreadsheet would be laid out . So just a different way to view the data. If you go back to the All Records section, it's the same data. It's just displayed in a different way. So another way to look at it would be a high priority. So if this was labeled, when I go back to it, if I labelled this in the priority section as high, then it would appear in the high priority. So you can even have different views for a specific criteria now that the other views that are available to you if you wanted Teoh. So we've seen the board and we've seen the table. But you could also display it in a calendar. So if there was some type of date associated with it, the counter would show you what that would look like. So you can see here. There's a calendar now. If I wanted to, I could make it so that the calendar would show what the expected closed date would be in this format. So if the expected closed date for the one lead that we have was April 16th it would appear in April 16th Now you can change that here. So all the different date clauses are automatically captured in this cow interview. And in the property section, you can see which date fields appear on the encounter, so it's pretty cool. 18. Using Inline Databases: Now that you're familiar with what a database is, I want to show you how you can incorporate databases into pages. So this is my reading list page. And as you can see, a table view database exists within my page. And so you might be asking yourself, Well, how do I do that? Really, databases are just other blocks or pages in notion, both of which you're familiar with. So if I was to create a new block here and say this is a new block, you can see that I have created a new block of text and I can modify it within this page and the database. I could put it above the database. I could even add it into the database into the name section. I can also take it back out, and Aiken also put it back to where it belongs as normal text, or I can convert it to a separate page of its own. But if I wanted to create a in line database, a database like this that would exist inside my page, all you have to do is create a new block. So click the plus sign to create a new block. I'll go down and you'll notice there's an advanced block section. Ah, and within it you'll see in line blocks. You also see databases, and I want to focus on the database section here for a second, which is, you can see all the database views that you can make. I would side of this page. You can also incorporate within the page itself. For example, if I wanted to create a can ban board within this document, I can. I could create an in line database that is incorporated within the page that I'm working in , and I could use it just as I would use a normal database. Now. The other thing to note is that although it's in line, it also exists as a separate page itself. And so if I wanted to, I could open it up as a page. And there we go. It's it's right here, and I can navigate back to the reading list and I can play around with the database within the page. Or I could play around with it in a separate page as well so I could name this. Uh, I could just make this one for books and these are just books that I want to read, and I could organize them by not started or in progress completed. And you can see here that it is nested underneath my reading list. Now, if you don't want it to be in line, but you still want it to be incorporated inside the reading list page, there's another option in the block section to make it its own full page database. So I can say full page database. It's not in the document. The only thing that associates it with the page is that it's linked so I can see that untitled I can make it secondary list and you'll see that if I go back to reading list, it is linked as the secondary list, and you can play around with it here and you can modify it and build up your content and all of your data. Second, to sub the reading list, but it's all in one place. This is really powerful. You can create pages that have databases and content and photos and embed legs and all kinds of content, all within one single page. It's just something that no other word processor or productivity tool can really do. And it's why I'm so impressed by notion and why use it so often and has become core to my productivity life. 19. Planning a Party with Notion: Now that you know all of the basics of notion, I want to show you how you can start incorporating notion into your personal and professional daily life. I'm gonna give an example here. This is a party planning document that I've made. I wanted through a big birthday party for my friend Cole, and I wanna start organizing it now. And so what I basically don't is I've created this document. Now you know how have structured it is I have at the top here. I have a summary. I have a proposed date in time. I like to use the heading to for the headers here. They're smaller than header one. But the important thing is that to use the table of contents block, it will only pick up headers in your documents. So if you bowled a text or or you just use the header attached to the database, it actually won't pick that up in the table of contents. And I wanted to to make the document easy to navigate. So I use header to add in a block of text a block of text. And then now I want to show you about those databases You know, we've gone through the data bases in detail, and I really want to show you how powerful they are and how they could fit into whatever you're working on today. So there's a couple of components Teoh this plan. Now the 1st 1 is the invite list. Pretty straightforward. So, you know, my friend Kohli has lots of friends. It's very tough to keep track of all the different people that we should be inviting. So I created this list, and what I did is I put in one column for name. So these air all of their names And as you know, if you create a table ah, and you add a new name to it that will become its own piece of data. And so we have all the names here, and then we also have the status. So have we drafted invite? Have we sent them an invite? Are they confirmed to attend? We can keep track of all of that here in the last column. We have their emails so that when I'm sending out the invites, I have all of their emails at my disposal very easily so I could just go boom you know, I can select all copy. You can paste into my email client and I can send them off an invite. Now, if I wanted to add a new name, I could put here my own on. I could say that I've confirmed. And as you can see here, when I type in because I've used the multi select column as the property, it will give me all of the options have been previously used or even create a new option to create consistency. But as you can see, confirmed is one of the multi select options, and I will put my email. Okay, Now I am confirmed. Now what I also want to show you is how again we talked about how powerful the different views are. And I want to show you what another view in this database might look like. So you have here. You look at board and I'm gonna call this one the guest board. I'll take a second. And what you'll see here now is a can band bored with the different status of your invites . And so, uh, what's great about this is that now I can see Well, who have I dropped him. Invite tomb and and Jared who? I sent the invite to who's confirmed and who can attend. Now what I can do is, as I get responses in, I can drag and drop so I can say, Oh, Jared told me that he's confirmed. That's great. So I can do that. A Zlin all can't attend, so I could move her over there. Now you can see now Why did all of that from this? I created this table and from the table. I added, in all the data points, the different columns, all the different data. And I've also created this that I also have been able to create this board. Now the board again, you click on each of your data points and you can see here that they're all that their name , that all the properties that I've assigned to them for this database they're all in a separate page as well. So you know, I'll even show you if you wanted to get more advanced with it. Let's say you know John here was a vegan. Well, that's on my guest list. I didn't have a property for that. I could create a property I could create a multi slice property with dietary restrictions, But I also could have it where maybe I share this sheet, this database with a friend of mine with cold, and he might flag that John is a vegan, so he can comment right in here. You can say, you know, just letting you know John, is vegan okay? Very helpful. Now I Okay, that's actually good to know for all of the guests. So let's create that property so I can go at property. Ah, I can make it a multi select. And then I can say, Feagin, you can see there that I have tagged. That person is vegan. But you also see that if I want to make Mike here, if I want to make Michael vegan as well, I could make Mike vegan too. Bill, I actually want to change this. Teoh. This is the property name and want to change it. Teoh dietary restriction. Okay, so I've talked to people is vegan now? Now what you'll see is if I head back to the default view, which was the table. I've got a new column dietary restriction because I've created a new property and sort of tagging people is that so you'll see one. You'll see it in the table view, which is where you'll see all the different data points we have. And if you go back to the guest board, which I created, you won't see it, and you'll only see it if you go into the actual page for the data entry itself. The point of trying to make is that this is ah, really powerful tool. Databases are great and way better than any other spreadsheet that you would find on any other tool because of how versatile they are. But that's just one part of it. So I've included here the invite list into the party planner, but I'm also going to show you another list. I've got another database here that I want to talk to you through so you can see here that above we have her invite list, which is great. We have all of our guests in their ah, and things were happening. We're sending out invites. We're confirming their status were returning if they have a dietary restriction. But now I wanted to create more of a project manager for the party and so I created a second header. I created a new in line database. And it's important. Remember that when you make an in line database, a separate database page exists for that. With in your main documents, you can see here party planning is the home document for this whole project. And then below that sub that document there is the guest database and there is the project manager database and you can navigate to them and you can see them independently outside of the main document. But in this document, I wanna My goal is to create a number of tasks that I need to get done to make sure this party is a success and to track them to completion. So, you know, for example, that the first task I have here is to create a list of any we haven't. We haven't started that yet, but I also want to assign an owner to it. So someone is responsible for that task. In this case, it will be me. So if you share this page with multiple people, all of their names will appear here if they're invited to it. But since I'm the only one in it I'll just assign this to myself, which is great. So I know it's up to me. I have. It has not started. That's correct. A link. If there's a link to an external document or a resource that you want to be able to quickly reference for a task, you want to put it there. No. 10 additional notes. You know, I think I'll say that needs to have over 100 person capacity. It's gonna be a big party. And then the other thing actually, I want to add in here that I don't have already is I want to create a date property. So it's called Do Day. So here you can name the property when I go to the property type, and I could see all the different types here, but what I want is date. So I've got date. I don't want it all over there actually wanted in this first section here, and so I'm gonna take it and drag it over. So this is gonna be the due date for the project. Let's say today is April 10th. Let's say I want to make this do by the 50 so I will do that um, Then I will move on here, send out gasela, send out invite list, actually have that wrong, so I'll change it. I'm gonna be the owner again. What do I want this done? I want it done by the 21st. Okay. In progress. That's right. Um and then no real additional notes needed there. Compile a guest list that's already done. I'll just to make this clean, uh, keep with the format. Um, I'll say it was do today was done Quite a shopping list. We do that. I actually do that next in this lesson. So you a pack a day for to be done only be done by tomorrow. I'll just do it now and OK, um, and then we can say it has not been started. Okay, so now we have our project manager built out. So as you can see here, I can create a database with all the different tasks that need to get done. I can assign someone to it. I can put a due date. I can tag it with status, and so I can see all the projects done. Not done. Um, and so that's very helpful. Now, if I go at a new view. In this case, I can actually use the counter. The calendar view makes sense. So if I want to create on, I'll name it calendar. And if I want to create a counter view, I can and I can see it now I can see because I have that date property. I can see here all of the due dates for the different tasks that I've listed and I can click on them. And as always, within this view, you can add notes and comments to it in an additional information if you need to. It's a very useful resource. And then the other view I want is maybe I get tired of looking at a spreadsheet or I have to much in there that it's very hard to track it be easier for me just to see what's done, what's not done. So if I create a board here, I can create it, and I can now see, uh, in a second I could see what's done, what's not very easily. And then as things get done, I can move them along the funnel. So again, another way to use ah databases. This is the Project manager version I have. And the next one I'll show you is the shopping list that we're gonna create. I also need to create a shopping list. I've got a bunch of things they need to buy for this party, and I need to have all of them in one place, so I make sure I don't miss anything. So I've got this shopping list database that I've created here. It's in a table format, and what I've done is I put in all the different items, that type of item. It is the number of items I need to pick up so I can pick up five bags of chips. 50 balloons, 20 white clause. Ah, and then I also have here the status. So I bought it. Yet have I not bought it yet on? I wanna quickly show you Let's say I wanted Teoh. Look at all the different decorations were buying. See if they fit in with each other. If they make sense, if people like them. So what I've done is created a gallery view now with the gallery view what's great about it , and we'll talk through this in a later lesson. but in the gallery view, you can see photos of all of your different items, and it displays it all at once to you and very visually. So it's a great way toe. Look at something and you talk to other people and see if it's right or wrong if there's a visual component to it. So what I want to do, though, is I wanna look adjusted decorations. And so to do that, I want to filter by. And you can see here that I could go create filter and I'd like to create by the type. So that's a property that we had, which was type. It was a single select, and then type is so I wanna adhere. Type is decoration Now on Li. See the items that are tagged as decoration so you can see here that there's three of them that I have tags decoration. Now, if I click into sparklers, you might be wondering how I got that picture. Well, I've got the picture here. It's in the text part, but notion automatically pulls that and displays it in the gallery, which is very helpful. So for balloons, I don't have a picture for yet. So what I'd like to do is open up that property and then you can see here is always balloon pictures. These balloons look great, and so am radio is. I will copy the image address on Google images, and you can do this for any image, and you can copy the image address. All you have to do is copy and paste it right there, and you can bet the image it'll take a second, Uh, but once it loads, your image will be loaded, which is great. And so now you can see all of the different decorations were getting in the gallery view, and then I can comment people in I can share this document with them. They can all see it at once, and they could tell me if they like the decorations. They don't like the decorations. It's great for any type of visual lists that you need. The last database, a part of this party planning page that I want to show you is budget an amount owed, and I want to highlight two features, in particular one. The ability to calculate sums or amounts in notion databases and two formulas and equations when it comes to calculating any type of number. What you'll see is that if you have a column in your database like we do here, which is amount we've made that a number column, and then I've put in the dollar amount for each one of the items that we need to buy from our shopping list. So you can see here that I have all the numbers Now. You can also edit how you want that number to be displayed here so you can have it in dollars and euros and pounds. You could have a percent. You have numbers with comments. You can modify it any way you like. Now you'll see that at the bottom of the amount column, there is the option to calculate. So any time you have a number column here, if you hover over the bottom section of your database, you'll see the option to calculate. So what I did was I went to calculate and I decided that I want to calculate for some so that will add up all of the different amounts here, and then it will give me the total sum of money spent on these items. Now next. I want to figure out how much each one of us who is contributing to this budget owes. And so a couple things. There's three of us who are contributing. You'll see here the three names Brett, Mike and Selene. And then you also see in the next column I've created a column called Amount Purchased. So what this is is the number is the amount spent on the items listed above. So I spent $20. Mike spent $10 solely in spent $100 but we still have more to buy. And so what I want to figure out is as we update these numbers so let's say slowly and bought another $100 worth of product, then what I want to be able to see is how much each person owes at the very end. So I would like to have a running total of how much each individual is spending. But then I also want to be able to figure out how much they owe. So, you know, if I only spent $20 the total was 520 Selene spent 200 while I need to pay my fair share And so what I've done for this is I've gone ahead and created a column using a property called formula. So if you look here, you see formula. I'm gonna change the name Teoh amount owed and the formula that I created and formulas get a bit complicated. So I do want to take a second to really dig deep into this. If you click on the on the com one of the, uh, one of the properties in formula, this pop up will appear and you'll be able to do some really cool things with it. Now include a full resource in the notes section of this lesson with a list of a bunch of different formulas that you can use. But this one I've used is I know that it's gonna be in total $520 for all of the items that we need to purchase. I know that because I did the calculation at the bottom of our budget database. Now what I want to figure out is divided by three. I want to know how much that is alone. But then I also want to know how much divided by three after we calculate the total amount spent by each person would be to figure out how much they owe. And so you can see here that I did 520 divided by three. Subtract whatever the person has spent, and I, uh, defined that as amount in the amount purchased column Now Propped just means the column, the property. And then you can put in here in quotes and between parentheses, the amount purchased. So if I want to show you how I did this again, I did 520 times, divided by three subtract and then all I want to do here is click on the property amount purchased, and then that fills it in for me. I had done. It does the calculation on the fly, and it shows me how much each person owes, and then how much? None of us. So that we have to make up for. So that's the calculation. Happening. Formulas could be a big complicated. You do have to play around with it a lot, and I would recommend doing a lot further reading on it. We don't have enough time in this course to go through all the different formula options, but it's a It's a very powerful, very I versatile tool that I would recommend you get comfortable with 20. Congrats on finishing section 2!: graduations are finishing the database portion of this course. By now, you should be familiar with databases and see how powerful they are and why they make notions such a great productivity application. In the next section, I'm going to introduce you to concepts and tools that you can use to incorporate notion into your daily life. I'll show you how I use notion to organize my notes, how you can create your own custom home page to make notion easier to navigate through. And then finally, I'll show you how you can use notion to become a really powerful task manager and be more productive every single day. I can't wait to see you there. 21. Creating Your Homepage: in this lesson, I'll walk you through how to create your own home page. Now home page is useful because it's a repository for all the different databases and pages that you're creating within your workspace. So when I open up notion now, I immediately start at the home page and I can see here all of my personal pages, my professional pages and within those pages there are even more pages. But at least I know I have one place where I can see them all, and I can easily find them if needed. One of the problems you might run into a notion is that on your left hand navigation bar, you've just got a bunch of disparate pages and databases that you've created and nothing really connecting any of them. How I use notion is I'll create a home page, So let's call it home and let's use it empty with Icon. Ah, and I'll have I'll create that central s place for me to keep all of my various pages and databases, So Okay, I've created a home page here. I have used an icon. Now what I want to dio is I want to split my pages into personal and professional. That helps me keep focused on. We need to focus on personal things. I can quickly find all of my personal resources and vice versa for a professional. So I think the best way to do that would be to create some headings. So let's use personal as the 1st 1 so personal. I'm gonna use a heading to for this. I'm actually color it, too, because I wanted to really stand out. So it's a a pink background on it. Um, and then the other heading will create would be professional because I wanna have a section for professional as well, so I'll color that I want to go with a yellow background. Okay, so I've got my two headings here, which are going to be the categories that'll place pages in on my on my home page and so I've got personal. I've got professional. What I want to do is I want to put them side by side. I don't want it to be in line. I want it so that I can pull this up and I can see on one page without scrolling with my personal and professional pages. So what I'm gonna do is I'm gonna drag this now. I don't wanna put it above it. I don't want to put it below it. I don't want to go down. When I want to do is I want to create a new column so I'll drag it all the way to the rain and you can see here that I will create that blue line pops up on the side in a fight. Let go. I have personal and professional two sections now. Okay, so now I need to go through and figure out which of my pages air personal and which ones are professional. So let's start with personal tasks. Personal page. So what I'll do is I'll go. I'll drag it underneath personal, and you can see that blue line you can see it only extends as far as the column goes. That's great. So I'll drop it in there. Uh, when I also want to do is drag this travel planning. That's another personal page. Boom goals personal. Obviously. Um, journal. Personal reading list. Personal? Um, we'll see. I think that's all I have. All even include the party. For anyone who doesn't, it's a temporary dike capital. I'll keep it there just for the sake of organization. Um, and I actually within my home page now that I have my other pages that I've dragged into it and you can see here on the navigation bar that wants to drag them in, They all kind of fall in line underneath the home page. But I wanted to reorganize them, so I'd like Teoh have personal tasks first. Then I also want to use my journal a lot. And so drag it up. I'll make it there reading list. I'll drag up to reorder that. Okay, great. So I've got my personal section done now for my professional section here. What I'll do is the remaining documents or professional social drag into here will drop right there and you can see it just falls right in line with the columns. Meeting notes. I will also drag in there. Uh, would of us meeting notes. Um, there the sale CRM, which I'm using Teoh track leads. I'll put there. Now. The one thing I've noticed here is that I've got these two meeting notes. Uh, and so I want to create a page that will capture all of them just to even mawr simplify this even more. So I'm gonna create a new page. Um, when they use an empty page, I'm gonna call this one professional meeting notes, and then within that page, I'm actually go to the page from the navigation bar. But I want to drag in these ones, so I'm gonna drag this one into it, and I want to drag. You have to be rest me notes into it. You can see here that now you see, the two pages have been dragged into the parent page actually doing at an icon what looks professional. Um, let's see the student or should I go with the judge? Looks very professional. Okay, so what I want to do now is I'll drag professional meeting notes into professional into the professional column in my homepage. And there we go. I've got my home page eso you could see now that whenever I open up notion the first thing L C. Is my homepage and that will have my personal notes on databases All in one section. My professional ones all in one section, Very clean. Very you. I friendly very easy to access What I'm going to encourage you to do is open up notion and create your home page. I just showed you how to do it. Step by step, create your own experiment with it. You might have a different flow. You might have different sections of your life beyond personal and professional that you want to divide it into. If you wanted to, let's say I was actively involved in recreational sports. Ah, I could say it could create another header. Uh, sorry, look. Or another header here which will be header to, And I could drag it in Tikrit. 1/3 column if I wanted. And I could have a number of notes kind of captured underneath that calm as well. I don't need that because I, like Teoh, split my life between personal professional. But you can really customize this any way you want. So go ahead, create your own homepage, play around with it and post in the discussion what you come up with 22. Setting up Your Task Management Workflow: one of the ways that your most frequently used notion is for task management. The great thing about notion is that it's so versatile and customizable that you can really adapt your pages to match whatever your workflow is. This is in contrast to tools like asana and trail Oh, that are very rigid and telling you how you have tow work with notion. It's much more flexible. There are a couple of different ways to collect and manage tasks. I'll walk you through all three in this lesson, But just to give you an overview, I'll show you this task management method, which is a can ban board. Also, you might daily planning method and then I'll show you the quick tasks method, all of which are are great ways to manage tasks. One might work better for you, but really play around with all these different templates and see which feels the best. I want to start by sharing with you a quick trick that I learned in notion, which is called an inbox. And so all I did was they made a new page. As you can see here, I added an inbox icon. I created inbox header, and then when I did is I created a new template button, so I'll show you what that template button looks like. I called it, add a new note, and then all I did was create a page called New Note, and you'll see here that the new note template isn't very special. It's just says New note, and it's empty now. What I use this for is that let's say I'm walking around and I think of a task that I need to complete. In this case, it's called the Plumber. What I'll do is I'll just go on my phone. I'll tap the inbox button. We'll go to new note, and I'll just type in what that task is. So it's a Ah, call, my friend. I need to call my friend Taylor well hit, enter and that's it. And then I don't want to add any more detail. But then, if you go back to my inbox, call Taylor right there. It's perfect. It's a great way to capture just random ideas, thoughts, anything. And then later on, when you have some time, you can go into your inbox and you can sort this out to you. Some of these ideas might be tasks. Some of them might just be pages on their own that you need to do some type of planning involved in or you want to capture some type of information. That's okay. You can deal with that at a later point. But at least for now, you've captured that idea, which is really important. I'll start by walking you through the simplest way to manage tasks and notion. There's a template called lightweight two DUIs. I've modified it a bit, but basically what it is that it operates as a can ban board, but in a simple document page. So if you want to add a task to it, all you have to do is that enter that creates a new block, and you tape whatever you have to do. Ah, let's say I wanna call the plumber. Ah, and then, as you can see here, I've created three headings and all you can do all you have to do If you want to move that along, is this dragon drop underneath the last item underneath the header that you wanted to reflect? And so you can see here? I'm just dragging now when it comes to the inbox, same thing where it's if you have a task that you want a complete, that you want to add to that you can goto just drag it into quick tasks and you've organized it and then you can just kind of throw it underneath that not started header and it's there and you tracked it and you've taken care of it. And now you can get that task down and make sure you get it done. Another way you could manage tasks in notion is a simple to do list. And so what I like to do is every day I wake up and I look at all these different tasks that I have, and I want to focus on what we need to get done today. So what I'll do is I'll create a new note out of a template, and I'll just put in there a check box list of things I have to get done, and then as I go through the day, I just checked them off. And the great thing about notion is it makes it really easy to create this because all you have to do is type in, have a template made have it so it's set for at today that will reflect the day moving forward. You add in your to do's and you check them off as you go. Super simple. And then you can collect all of them in your one main daily planning doc. And so you'll end up having, you know, let's say 10 2030 hundreds of daily planning documents, all in the proper date. All organized really well, and it just a great way to stay focused throughout the day. And then finally, if you want to build out a more robust and scalable task management tool, you can create a whole database around your tasks, and so you can see just a start. I've created a can ban board. Ah, so I've created a database with a board view, and you can see that each entry here is a task as a separate page, and the properties that I have are status. Who's it assigned to when the due date is and what the project is Now you can add more properties. You can take properties away depending on how you work, but that's how I've set it up. And the great thing, as you know about databases, are all the different views that you can make of it. So, for example, if I wanted to see what my month looks like and what do dates I have coming up? Because I have that date property than here you can in the counter view, you can see all of the tasks and where they sit on your on a week to week basis, and I go back to the board. If I wanted to see an overview of all the things I need to get done, I can type in, I can create a default list, and I can look at it from a ah list view. So there we go. Nice to see all the pages and the data entries that I have there. If I wanted to do a table, I could create a table. And then there we go. I can see the tasks. I can see who they're assigned to. I can see when the due date is what the project is, what the status is, and I can move this around so I can. I like having status near the front that could make it near the front, and with these views, you can really get a good sense of everything you have to do and so you can see when it's due on your calendar. You concede e ah, full page list of everything going on and you can sort it and filter it, depending on what you want to focus on any given day. And then you can also see it from a board view where it's very visual and in your face and you can drag things along and it's very interactive. Now, going back to the inbox. If I add a task in the in box like Call Taylor toe, add that to the task management manager is very easy. All I have to do is drag it in the SAS manager and you'll see in the Can Van board. It actually gets collected in below here, and you can put it into no status, and then when you want to apply a status to it, you can add it to not started, and then you'll see here that it also has the properties that every other task has, but because you made it in the in box with a simple page. You'll wanna add those properties to it when you pull it into your task manager. But as you can see here, the flow is very straightforward. As I go throughout my day, I collect lots of tasks and ideas and in box, and then I can filter them out into either pages on their own, within ah, within bigger pages around a certain theme. Or I could make them into a task, and I can drag them into my task manager, and I can add a different properties to it and track that task. I could put it into my daily planner. So it's something that I just want to get done today, and I don't need to monitor it over a period of time. I can throw it into my daily planner for today. It's a quick task, and I just want something simple again. I could just throw it in here, and I can move it along and make sure it gets done. So those are the three ways that I think are the best in terms of task management. Feel free to play around with it and use whatever you're comfortable with. I personally use the more robust and bigger task manager tool, but you might be comfortable with the simpler tool. Or you might just want daily planning where you have a to do list every day of things that you need to get done. But I do recommend you create the in boxing. The inbox is very helpful, and it's a great way to capture ideas and tasks on the go those air tasks. Good luck with it. Ah, and notion is just great is a great tool for this. So you know you're on the right track in terms of maximizing your productivity. 23. Organizing Your Notes: notes are a really big part of notion. Now I know we've gone through pages and how to create documents with in pages, but I want to give an idea of what my notes workflow looks like. I take a lot of notes. I take so many notes and I want them to be so easily accessible. That actually made another column in my home Page four notes. So I created another header. I drive that header over. I created a new column, actually, you know, just to show you, I want to make this calm a bit smaller, and so if you hover over, you can see each of the columns. And so I wanna actually increase the size of the professional column a bit so I can see the full title of all of the notes that I have notes and pages I have under it. But in the notes section on my home page here, you'll see two categories. You'll see book notes and block ideas. So if I got a book notes, if I read a book, I don't want to take notes throughout the book. There's a certain format that I like to take them in. You can see here that I have a lesson. So I take down quick bullet points from all the books I read in this case principles by Ray Dalio. And then I have a second section on how I'll act on it. So if I read the book and I just have top of my mind some actionable steps I can take to apply what I've learned in that book to my daily life, I'll put those in the Howell Act on it section So you can see here in book notes that I've got one note and I've created a template. And so if I on I created a template button, so if I say at a new note, it will prompt me to create the template book notes, and all I have to do is change the title to the book. I'm reading Se Grapes of Wrath by Steinback. And then I can write in lessons, you know, Depression era famine ruined many lives. Ah, and Aiken type in all the notes that I want from that book. Aiken type in all the different ways that I want to act on it, and then it's just there and so it's very easy for me to make a new template. ID book note. I have it captured all in that book notes section, and I find it really easy to navigate having these buckets. The next bucket I want to show you is my blawg ideas bucket. So, uh, I might just be walking or talking to someone or in a meeting, and I might just have that light bulb go off in my head about an idea for a blawg that I could write if that's the case. Usually how I approach that in my workflow is that I go right into my inbox, usually on my phone. I'll type in the title of the idea. And so for this one, it's notion for start ups. And then I'll just flush up my idea, but more quickly. So I'll just say stars can use notion to manage remote teams notion and project management . Can we show how to use notion for road maps and scrum and agile? Just some quick ideas. So I'll put them in the in box. But then, just like with tasks, I'd like to then take that note and I would put it into the block ideas bucket. So I'm properly organized. And when the time is right and I actually want to write that blawg, I know where that idea is. I haven't lost it. It's not stuck in my inbox. I've done something with it. I've put it into my blawg ideas. And so if I go home and I open up notion and I go, I want to write my blawg. My workflow is very straightforward. I just go to plug. It is I see the block idea. I can create a new page with a new document to actually draft the Blawg, and then I can start writing and then to finish off this notes workflow. I just want to show you I take those block ideas and I then turn them into draft blog's. And so you'll see in the notes section. I have a draft blog's section. If I click on that, you'll see a list of all the block post that I've drafted. This is one that I'm working on right now, and I do it all in notion. So I go from idea. I flush up my idea. I do some research on that ideas document. And then I start to draft it as I start to write it. What I like about notions, I can collaborate so other people on my team I can invite to review it using the share future. I can comment people in on a specific line that I'm writing, so I could do a mention and I could mention myself in it. Ah, and I could make a comment about it. There's a number of ways that I can collaborate and work with my team members to make sure I get the best possible content done on then. The other thing I could do with this is that I can use my content calendar template in notion, and you'll see that if you go to templates and if you go to marketing, you can use a content calendar template and you can schedule that blood post. So you could say I wanted to be posted on April 15th and it will appear in your content calendar. So I like to do my entire notes workflow and especially my content running workflow all in notion, and I find it very useful, so hopefully that gives you a better idea of how to build out a pages workflow that works for you. I've given you my example. But I'm sure that you can now think of ways to apply how you would take down notes and how you would set up your notion to function correctly for your workflow. 24. Congrats on finishing section 3!: you're almost done. A great job with last section. I hope by now you see how you can use notion in your day to day life to become more productive, more focused and more organized. In the next section, I'm gonna walk you through a few ways that you can use notion at work. I'll introduce you to the idea of wikis, and I'll walk you through how you can use notion to manage complex projects. Last section, and then we have a bonus at the end. I can't wait to see you there. 25. Managing Projects in Notion: At this point in the course, I want to do a deep dive into how you can use notion to collaborate with your team to get big projects done. Now, as we look briefly upon in the template section, there is a template called road map. It's in the design and the engineering categories, and I wanna walk through this and show you how to modify it, to make it work for whatever your needs are. So I think it's really powerful. So I've already made this template right here, and you can see what the notion team have done is they've made it very focused on How do you get a product to market? And so it's designed for engineers and designers to work together, and so you can see that some of the language they use around epics and sprints and tasks and bugs just might not be appropriate for you. And so what I'm gonna do is I'll go into one of the tasks here, and I'll just take a look at all the properties and figure out what I want and what I don't want. And so you know, right off the top here, the types of tasks that you can do or the types of properties that you can have in this road map. You just don't work for me. So I think task is good. But I think what I'd prefer actually is I'd like to have classify it as video as copy or as marketing. So these were the three main categories that I'm gonna need to dio to create the notion online course. And so now I can say, for this record, 1st 5 videos, I'll change the type to video. So that's the type of project that I'm working on. That's the type of task I'm working on, and I don't need tohave sprints or epics or whatever. I just need to know what category it's in status. It's not started yet. This epic I don't need it. I'm going to leave that property. The sprint section I don't work in sprints at this is one sprint in itself, and all the tasks are sub this sprint. So I don't have multiple sprints going on any given time, so I don't need that. That's excessive. The priority. Uh, I'll keep the priority, but I don't like this language. The P one p two p three. I'll keep it as high. Um, which will change this one, too. I'll make this one medium and then I'll make this one. Well, so I sort of simplify the whole thing. And it just was too techie and complicated for me. Great. So I've done that timeline. I like this product. Product manager. I don't need cause I work for myself. So I am the manager, and then the engineers. I do everything myself to us. So I also I don't need this. Okay, great. So that's helpful. Now, here you'll see in this task specifically, they put a bunch of detail below it. Uh, what I want to do is delete all of this now I will. I could write down, actually. Know what? I will keep the overview. I'll delete all of this, and I'll just map out what my 1st 5 years will be. So all saying intro Teoh course. And then I can add more detail here. And soldiers put this as a placeholder when I get more time to add more detail. Um, making on account, downloading APS and so on and so forth. And I can kind of list the five courses here. Now, if I'm working with someone like a videographer on this project, what I would do is I would add them here, So I'm gonna add myself as an example. But I'd say, How does this look for the 1st 5 videos? So until at Yep, I've already at myself there, So I will send That will start a discussion. That's all gonna notification about that. But if I was to add someone else, they get a notification about that. They'd be able to take a look in their review and provide immediate feedback. So that's great. The one property I do want to add, though, is I would like to create a relation. Um, now, let's see. I think I don't have a specific task list made for the videos, but what I do have are other task lists, and I'll just give you will use. We'll use this task Lisk as an example. If I create that, uh, then I know that this is now attached to the task list property. I can create a new page in it, and I could list out all of the secondary tasks for creating these five videos so that could be, um, picking up microphones that I'm renting that could be buying a green screen for me to film in front of. They're much of sub task. This task them it when a track. I could do that in a different database, and I could connect it to this one, which is very helpful. So that's how I would edit the properties. And you can see here in the views they've done something similar where they've created a number of different views. Depending on how you want to see all the different tasks associate with this project, I would probably change many of these. So I would have won that. For example, I'll show you how it could be done, but I would do a table, I would do video table. And so what I would do is I would, in a little my data here, and I'm gonna filter. And I would say, Just show me projects. Just show me anything in the type associated with video. Um, oops. I have created two properties. Price went, choose video there. That's a great So now I can just see all of the big tasks for video. Ah, and then I'll be able to look at them. See any discussions going on? Take a look at the status on a task by task level sub those bigger tasks that I have in my road map and I'll be able to collaborate with my team on them. And so that's how I would get organized. That's how I would prepare our roadmap for a project that I was working on. And I think having some consistency to it and making it a simple as possible is helpful not only for yourself, but also for your team who's collaborating with you on whatever project you're working on. And so take the notion templates, modify them to make them work for you. And that's the great thing about notion. Is it so customizable and so versatile? You can do just that. 26. Creating Team Wikis in Notion: one of the reasons why teams love using notion for their productivity. Workflow is because you can create what they call Winkie's Now. If you think about an organization, they have a bunch of different data and information spread throughout many different sources. So, for example, if you have a team on Google docks, everyone might have a different Google doc that they're working. On any given time, there might be standardised pieces of knowledge, but nobody knows how to find them. Somebody might have written a document about the company's travel policy, but that might sit in a folder that people don't know about. And so the great thing about notion is that you can create centralized knowledge sources that you can share with your entire team, and you can organize them in a way that makes them very easily accessible. And so what I want to walk you through today are two types of these Winkie's on will show you why they're so powerful for teams. So the first we'll start with is what I call a corporate directory, and I made this one in Seoul walk you through how I made it and why it's such a great feature of notion. So I created a page. I added a title to it and the night put in an in line database, and I used a table view to begin with. And so you can see here that it's a standard directory so you can see the name of the person, the team there on who their direct report is, who they their manager is. You can see their email and their phone number, so that's very straightforward. You could do this yourself because we've gone through databases now. But the interesting thing about this is that if somebody we have a new employees coming on and we need to onboard them and add their information, what I wanted to do was create a templates that everybody follows the exact same for men. So if I click in two, let's say mine here. What I've done is I've created a full page for that person so you can see their head shot. You can see where they're from. You can see some fun facts about them, and I wanted to create this for each member of the team, and so if you go through, you can see that every page will have the same type of information. Now, How I did that was in this new section you can create a page template that you can use for each entry into the database. So if I click on this arrow, you'll see the page template that I created. It's called New Entry, and if I click that, then right here it gives me the same page that you just saw with the other entries. And I can fill it out so I can say Mike me had and I could say, the team he is on his operations, I can say is email is Mike Team co dot Co. The direct report. Lindsay Lohan. His phone number is okay, There we go. And then here I can add his hometown. I could say his favorite artist is, um, and so on and so forth. And then if I go back to the database, you'll see that that is a new entry in itself right here so you can see that it's all been added in there. And then if you click on the page, you have more details about that person. Now you can add to that document you could make it as extensive as possible. You can put in more information about that person does. Why you should go to them. Why you would contact them. So, for example, if you were looking for design support, then you want to put into those pages. Who do you contact? If you need an immediate design resource, who do you contact? If you want to schedule something in to be done down the road, you could make that really clear in those pages. And then I created another view here, too, which is the photo book. And so what you can see here is that I've added in the head shots of the other employees. And so if you go to the photo book, you can quickly pull up and see who all the different employees are. Ah, and so if you're just going through and let's say you saw someone in the office, you didn't recognize them. Ah, you can go into the photo book. You can take a look and you can find out who they are. So it's great for a larger team, and then finally, you can create different views for different teams. And so here. I just created it at a new view, and that would create Take the table that we have on the default view and replicate it. And then here you can put in a filter and my filter. I just did. Team is just marketing. So I went to the marketing team and I could do the same thing for operations so I could add a of you here. I could say I want to do another table on. I can call it operations if I create it. All they have to do is go here to filter at a filter. I'm looking at the team column and then I want to pick operations. There we go. I just see operations. So now if I quickly want to see who's on the marking team boom, who's on the operations team? Boom. So you can see why this is such a powerful tool. It's a great way to centralize all of your data, and you can make it widely available. If you just share this and you create workspace access, then everyone has access to this. It's in one place. You could favorite it in the navigation bar so people could quickly. Just go to it if you need someone contact info. It's just a great centralized resource, another centralized resource that you could create everyone. Every company has a number of different policies that they need to share with their employees. For example, what's the vacation policy? You want this information to be readily accessible to your team so they can reference it before going to their manager to request time for a vacation instead of their manager having to explain to them the whole policy so you can create a page, a simple document page you can add in the vacation policy. Here and again. You can make that all accessible to your entire team. And if you have ah, home page for your team, like the one we did for ourselves, this one, you could have a section which is just wikis. So all the documents and the resources that everyone will need access to frequently you can have in one space to make them really easy for people to find. Wookies are a great feature of notion, and they're one of the reasons why so many big teams, air moved are switching over to notion for all of their productivity needs. 27. Building a Personal Website using Notion: Here's a secret feature not many people know about. But I'm gonna show you how you can use notion to build your own personal website. So I give an example here if I go to Brett Chang, my name dot c A. I have a personal website that comes up attached to my domain. I'm gonna walk you through how to make this yourself. It's really cool, and I think really demonstrates how versatile notion actually is. So I'll show you the finished product here notion you've got this page. But I'm gonna make one with you right now and so we can just play around with it a bit. So I wanted to actually open this up is a full page. And so you know the headline. I'm going to start with my name. I want that to be the day text at the top. The icon put an icon insure uh, let's say what reflects me. Probably guy with the computer. So I'll go with the guy with the computer boom. Okay, that's me. I want to know how to cover to and want to put some flair to my personal site, and so it's gonna unspool ash and it's kind of look through some of the top photos here. Nothing really gets me. Um, I'm from Toronto, so I will pick a photo of Toronto that I like. Let's do this one. This is nice. TORONTO In the summertime, it's all reposition in. Um, she didn't even like this. Photo sold. Changing. Uh, you know what I think? Let's just go with color. So we'll do this. Grady Int. It's nice. Great. Okay, So what I want to include in my personal website, I think what I want to include to begin with is, are the project that I'm working on right now? So I'll put in a header to, and I'll say what I'm working on right now, and I guess I'll begin by talking about this. The notion Online course. Great. So that's one thing that will include that I'm working on. I also have another project called one week Start Up, which is a weekly newsletter that I send out, and I have another project called Fog, which is a consumer packaged goods brand that I sell. Great. Okay, so that's that's a good start that I've got that to begin with now I'd want to add links to all of these. You know, I might even want to add some emotions to them. Um, but for the just to keep it simple, I'll just, uh ah, leave it. As is now. I also want to include What if I worked on in the past. Where have I worked in the past? What have I done? Past accomplishments. And so I'll create a second header here, and I'll say what I've worked on in the past and then I don't like it being underneath each other. I would rather drag it and create a new column. So I pick it up and drag it. You can see here once I see that blue bar. Then I am creating a column that's great. Created a second column, and I'd like to add some detail to that. So I can say I was used to work at uber Um, great. So I created that block and then I could drag the block over and just want to nest it underneath this. Now you'll see. And this is something that I run into a lot that that actually creates a new line. And so if that happens, the quick way to fix it. It's just dragged this back up and you could get aligned. There we go and just want to know you want to nest it under this. Ah, and then I'll ness that under that and then this under this. Okay, grip. So, you know, if I wanted Teoh make this more aesthetically pleasing, I'd add some emojis. I would link this to somewhere. But, you know, for the sake of simplicity, I'll just keep it as is, actually might move the columns a bit across there, just toe, make it look bit more in line. And then what I want to do here is create a divider. And so to credit of water, all I have to do is hit the dash button, so credit to block there will hit the dash, But in a few times, and I get a full divider actually gonna make it longer. Uh, someone it If I want to do that, I can. Uh, yeah. See, that's a problem that actually you might run into as well, Which is? It is now creating a dash in this column. That's not what I want. So I'm gonna delete this and I will keep going down to get out of that column. And then I will add a dash here. Still doing that. Okay, Now I want to create a dash here, so that separates the section. I don't create a new section. So if I want to put in, let's say I want to do a showcase of my photography portfolio so I can add in a new header . My portfolio. Now, what I want to add in here is actually a database because I want to showcase all of my different photos. And so I will add a in line gallery boom. Okay, so I want to change these pages, and what I'd like to do is add photos. So we'll change this to Cape Town, and then I will find a photo of Cape Town. Beautiful photo here and to embed a photo, all I need to do is go and copy the image address. Come back, paste. It automatically picks up that that's a photo in bed. The image and give it a second. It a load. Great. Okay, One photo. Ah, next photo I would like to do of, say, Hong Kong. So if I pull up here? Uh, you can see. I'll find a photo of Kong. Same thing. That's one. A copy. Image address. Go back. Put this in bed image. Change the name to Hong Kong. And again, it's a simple gallery is all I'm trying to do Here is display trying display my photography portfolio. Um, okay, so that's two. You know, we can add more and if you want, but let's just ah, so stop there. And you know, what else would we want to add into our our our personal site here? You know, maybe I want people to get a better idea of who I am or what my taste in music is. Maybe I would want them to see how we can work together. And so here, I could say, ah allowed here another header. Um, how we can work together and then blow. I can create a bolted lists and you block of just different ways. We can work together. Video editing, online course creation, web development. Okay, so, you know, we've got a couple of ways that we can work together on, so, you know, if somebody comes to my site and they're thinking about maybe hiring me to do something. I give him an idea of what my skills are. And then at the end, I want to make it so that they can contact me. So to do that, look for another header. It'll say, get in touch. And then here I can put on my details in so I can say I can have an emoji if I wanted to and I could say because my phone number I could add my email. I could add my twitter and I could link all of the is to make them so that you can click on them and immediately get in touch. You can call me. You can email me. You can check out my twitter, you can check on my instagram. So there, that's a simple personal home page life built. You can customize this anyway that you want. You should be familiar enough with notion that you could come up with hundreds of different ways that you can modify this personal website to make it work for you. But this is what it works for me and I can run you through. What I actually ended up doing was put my head shot in the top instead of an emoji. I used to cover photo from unspool ash. I put my bio at the top here on the left column here, I included the projects I'm working on on the right column. I've included the projects that I've worked on in the past. Here I have the how we can help section and there I have the get in touch section. I kept it really simple and easy, and I would encourage you to do the same, but I think it's just, Ah, it's It's so great that notion. You can just do this now to publish it. What you want to dio is you'll share it and make it public access to make a public access you make, it can read. You can allow search engines to pick it up, and then you'll need to do is buy a domain for your name. Ah, and within that domain you can point it to the notion links. You can say copy page link, and you can paste that into the fording section of the management of your domain. And then whenever you go to that domain will just automatically forward. You to the notion page. It's a great tool. It's a really simple way to make a personal website and get yourself on the Internet, and I encourage you to make your owner always try to make your own. 28. Last Congrats HD 720p: amazing job. Congratulations on finishing the course. I hope that through the course you saw how you can incorporate notion into your personal and professional lives. If you have any further questions, please feel free to drop him discussion or reach out to me directly. I've included my email here. I'm happy to answer them. Thanks again for enrolling in this course, and I hope you enjoyed it.