Getting Started with Notion - Beginner to Advanced | Jerad Hill | Skillshare

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Getting Started with Notion - Beginner to Advanced

teacher avatar Jerad Hill

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

34 Lessons (2h 9m)
    • 1. Welcome to the course!

    • 2. Introduction

    • 3. Overview of Notion

    • 4. Intro to Notion Databases

    • 5. Building a Task Manager Part 1

    • 6. Building a Task Manager Part 2

    • 7. Building a Task Manager Part 3

    • 8. Task Manager Views

    • 9. Building a Project Manager

    • 10. Project Manager Setup

    • 11. Project Manager Views

    • 12. Building a Contact Manager Intro

    • 13. Building a Contact Manager Setup

    • 14. Contact Manager Views

    • 15. Contacts Relational Databases

    • 16. Building a Calendar in Notion

    • 17. Calendar Setup

    • 18. Calendar Views

    • 19. Calendar Relations

    • 20. Intro to Notion Pages

    • 21. Task & Projects Page Templates

    • 22. Contacts & Calendar Page Templates

    • 23. Pages Contacts

    • 24. Pages Project

    • 25. Connections Intro

    • 26. Assigning Tasks to Projects

    • 27. Connections Calendar

    • 28. Styling Pages Intro

    • 29. Styling Pages

    • 30. Page Styling Thoughts

    • 31. Dashboard Intro

    • 32. Dashboard Setup

    • 33. Concluding Thoughts

    • 34. Feedback

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About This Class

Notion is a powerful tool that allows you to create your own tools and processes for staying organized. Since discovering Notion for myself, I have created tools and systems to keep myself organized and on top of everything in my life. As a busy entrepreneur and freelancer, I couldn't find an out-of-box tool that fit my needs. I was able to create these tools in Notion, and now I want to teach you to do the same.

In this course, you will learn how to set up databases and pages in Notion. We will tie them together using relational "linked" database connections so you can keep track of everything. By the end of this course, you will understand how to create databases and connect them together to build your own powerful information management tool.

Thousands of people who have downloaded my Notion Templates to jumpstart the process of getting started with Notion have been asking for a course like this. Templates are a great way to get your feet wet, but the true power of Notion comes when you have a solid understanding of how to create these systems for yourself. In this course, we do this together.

Thanks for considering my course.

Meet Your Teacher

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Jerad Hill


Hi all, I am a website designer and photographer who has been working for himself since graduating high school. I taught myself website design and development so I could start my own business. In 2005 I taught myself photography and started a photography business as a professional wedding photographer. Since then, I have helped hundreds of companies and organizations market their products and services online. As a photographer, I continue to capture photos and produce videos for weddings, events, conferences, and more.

I teach because I was taught by so many through blog posts, articles, and online videos. Teaching allows me to give back and teach others the way I would have liked to be taught. Many of my courses are free because I believe in giving back.

I am a husband an... See full profile

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1. Welcome to the course!: Hey, it's Jared. Welcome to my Getting Started With notion course. And this course we're going to look at notion and talk more about some of the features and how to set up notion from the get-go depending on what it is that you're trying to achieve. Notion could be a lot of things for a lot of people. And it can be different depending on what it is that you're trying to achieve. So I'm gonna talk about how I have thought about going into setting things up and notion whether I'm setting up a new area for work or I'm trying to get more organized. And another aspect of my life notion is definitely become powerful tool because it allows us to create our own systems where most other applications we have to fit into their system somehow. So I think that's what the real power is in utilizing notion. So as we jump in the first couple of videos here, we're going to talk about organizational structure, kind of having the right mindset as far as how you want to put things together so that you don't end up building something that ends up becoming burdensome over time. I think that's definitely a pitfall that we could fall into. Width notion is setting things up in a way that it just becomes unmanageable. I know for me with different journaling systems and organizational structures that I've tried to implement in the past. It's been too overwhelming to actually make all of that happen, and it's not a sustainable process. So we're going to be looking at how we can set that up in a quick and simple way as we go through the process of learning how to use notion and setting it up so that we can organize and structure our lives accordingly. So I hope that you enjoy this course, makes sure to jump around as needed. Maybe not all sections are for everybody. Definitely go to the section that you are most interested in. But I do recommend first watching this introduction section that will help you kind of get in the right mindset for setting things up and notion, I'm definitely gonna talk about some of the pitfalls and some of the things that I've fallen into through my almost year of utilizing notion and getting it to the point where I organized my entire life and my business within notion. So let's jump in. 2. Introduction: So before we dive into notion, I wanted to talk to you about a couple of things and a mindset I guess, just to have as we're setting up notion. Now if you're like me, when you first got started, you imported some templates and you started using them and you found that they just weren't fulfilling the needs that you had. Maybe they weren't talking to each other because they were separate templates not designed to talk to each other. Or maybe they were just so convoluted that it became burdensome every day to actually go through the process of utilizing them. Now what I want to help you build as a platform that's going to be easy for you to use every day you can get in there. You can find the information that you need. You can log the information that you want to remember. And all of this stuff is tied together. Templates are powerful, but they're only powerful if they work for you. And the templates that I put out there and a lot of my YouTube videos. I do in a way where I show how it's built and the reason that I show how it's built and not just talk about how cool it is and then give the template is because I want people to understand how to set it up themselves so they could install the template or download the template and look at it and see how it works. But the real power is implementing it into a system and connecting everything together. So as we build out a system together and learn how to use notion together, we're going to be connecting things and learning how to actually build something that works. That is going to help you keep organized. And not only just, you know, we can be very organized by keeping everything in a notebook or, you know, Evernote or Apple notes or something like that. But when we want to start tying information together that is in different areas of our life. That's when notion really becomes powerful and just the structure and capabilities that notion has there. But we need to understand what those are before we dive in too deep and get in so deep and find ourselves in a hole of information. And we can't tie it together. We can't find what we're looking for. That's what I want to help you avoid. So as we dive into notion together, don't be afraid to click on something in notion and try it, set it up, configure it, manipulate it around a little bit, and don't be afraid to delete it if it doesn't work out. We have a lot of templates available to us and they're fun to play with, but don't feel like you just have to install that and then make it fit. Your life notion is about customization and being configurable in a way that makes sense for you. And I'm hoping that through this course, we'll be able to discover what that is and help you utilize notion better. And then in future courses that I have coming out that you'll of course be notified of. We'll look at more specific areas and how we can build out notion to improve organization and structure in those areas of your life as well. So let's jump in to notion and start looking at how to set up notion for the first time together. 3. Overview of Notion: Now briefly before we dive in, I'm just going to show you the different elements and aspects of notions so that you know your way around. We're looking at a basic workspace here that just has one section and one page over on the left-hand side, you can see we're in this workspace and I have two different workspaces, my personal workspace and then also the workspace I created for this course. We have a QuickFind area that is a really good search tool that will allow you to search within all of your workspaces. So even if I'm searching within this workspace, I can also find things that are in other workspaces, which is really nice. Updates is a great area for reminders and mentions and other things that are gonna show up. And so the all updates inbox is a very useful tool because as you start to use notion for setting reminders and different stuff like that, this area will be where you can see those most recent reminders in case you missed the prompt that shows up in the notifications of your computer or your smart phone settings is where you just configure notion appropriately, upgrade your account from the free account to maybe one of the premium accounts and just look at adding members to your page as well. If you were going to invite your workspace, invite other people to your workspace, like family members or coworkers, other people that you're working on projects with, you can do that there. Then in this section we have our different pages and underneath pages we will have databases which we'll take a look at shortly. So in this section you can create multiple pages. You can also utilize these as folders, as places to archive things as well. Templates is a great way for you to look at templates and to add templates. But we're going to be looking at building things from scratch in this course, which I believe is the way that you get the best understanding on how to use notion. You can also import additional information. When I first got started, I imported all of my Evernote notes and denotion and then just put them in a folder over here off to the side so that I can get to them through search or by mentioning them in another area of notion that I'm utilizing more often, we also have the trashcan that's gonna show any pages or databases or information that you have decided to and delete. And the main body, we have the title above the title, we can add an icon which is like an emoticon, or we can upload an image, we can add a cover image, and then we can also add comments. Comments is really good for collaborating with others. It's not a super useful tool if you're just utilizing notion by yourself. Underneath that, we have the ability to just start typing and build in a page and notion. Or we can add a database, or we can even implement a template from here as well. So if we click in where immediately creating a page and we can start typing into a page and create and build out a page. Every time we hit the return key, we can hit the backslash and get access to all of our different blocks. Blocks are the true power in notion where we're able to build out our pages and style them and structure them and mentioned other pages, embed things from other websites and all that good stuff. We're going to look at doing that throughout the course as we build project manager, as we build page templates and all that good stuff. So as we go through the course, we're gonna be looking at to-do lists and different heading sizes and bulleted lists and toggle lists and all that good stuff we're gonna be looking at embedding inline databases. We're gonna look at linking databases together between pages. We're going to look at adding images and bedding, different elements like a tweet and different stuff like that. And then as we scroll down looking at the different color options and styling options of the content that we add into notion. So rather than going through that exhaustive list of stuff right now, as we go through the course together, we're going to be looking at those things and utilizing all of them. Keep in mind that this is a introduction kind of basic course. So we're not going to dive deep into everything, but we will utilize the most common things as we move through this course. 4. Intro to Notion Databases: Alright, so we're in notion and we're starting completely empty. You don't have to delete everything and start empty like me, I just recommend that you start with a new top level page in your workspace so that we could start building this out in a structure that makes sense moving forward. And then with any additional stuff that you've already started building a notion that can be kind of married in connected later on as we get through this course together. So if you've already started using some templates and you are afraid to ignore those or we're gonna throw him away. Know that later on. We will bring that in and we will look at how we bring that all together. So we have a base page here and we're gonna call this base page dashboard. You can call it something else. I've called Mind Jair OS, which is kind of a mash-up of my name Jared and OS for operating system. It's I'm a nerd and so that's why I called it that. But you can call it anything. I'm calling a dashboard and this video, because a lot of people do tend to call it a dashboard. And it is kind of a dashboard. It's going to be a place that we organize everything. Think of this as the root of your hard drive and we're going to be creating folders and connective structures from here. So with a dashboard, we have the ability to just start typing into this page and make it a page or actually add a database write to it. Because as we start building out, our dashboard will be relating databases and displaying information on our dashboard. We don't want to immediately create this as a database. We want this to be a page. So go ahead and just click right into it. Clicking right into it, we're going to create some pages that we are going to turn into databases. So we're going to look at what we want to build out first, simply type plus, and then start typing the name of something. I'm going to put a tasks page and there it will become a database. I'm going to create a projects. I'm going to create a people and a calendar. We might even go a step further and put in something like expenses if you wanted to do an expense tracker or if there was something else that you wanted to add in. But we're going to look at this here being kind of our base structure for what we're building together. Now it doesn't look too exciting, but in the next video here we're going to set up databases for each of these. And then as we go into each one of these four sections together, we're going to build out the structure for these databases, and then we're going to connect them together so that they work together and create a kind of ecosystem for you to stay structured and organized with your project's tasks, different areas of your life and the people that are involved around them. 5. Building a Task Manager Part 1: So let's get started first by building out your tasks database. We're going to click on tasks, that new page we created. Now from here we want this to be a database and so we could choose from the different database options. People get hung up on this because there are five different database options, but it's all the same database. It's just which view of the database you want to start with. Now, I like typically starting with the table database because the table database gives us the ability to set up a structure like a spreadsheet. And then we can go and create our custom views from there. So with a task, name is fine for a task because typically we give a task and name. A tags is an area that works and files as well. But I want to add an areas. And we're going to call that area's a select or we're going to choose that select as the property type. And we'll move that over. Areas is going to be good because there are different areas of your life that you have tasks for. So sometimes that might be personal and it gets a personal task. It may be a work related task. If you have work that spans different areas, you can definitely relate that differently. What we're doing here is setting this up for suitability purposes. And so with work personal, we could put family in here. You can create the different areas that make sense for your life. And then I'm just going to shrink this down a little bit because in this section we can only choose one of these at a time. And so I think it makes sense not to make it any wider, take up any more space than possible. Now tags would be a good way to organize tasks that actually could be similar to the different area, but in the different areas of your life. So for example, taking out the trash could be a task that is personal. If it's in your personal office, it could be a work-related task if it's for work, and it also could be family related if it's the garbage can in the kitchen. So I'm using that as an example because tags can be a way that organize things that do show up in the different areas of your life. And so those are three separate tasks, really using the take out the trash. As an example. Taking out the trash in those three different areas would be three different tasks, but it's still taking out the trash. It's the same type of task. So with tags, think about tags as a way to organize tasks based on the kind of task it is. Because sometimes we can actually group our tasks together, even if they're in different areas of our life, we can group our tasks together and knock them all out. For example, checking email could be another one. You could sit down and say, okay, I'm gonna give myself 30 minutes to check email. And, you know, that's a task that you want to have entered here. But you could be checking your personal email, you could be checking your work email. And so that's a task that you can connect together in here and organized in that way. So think about tasks as a way to connect different tasks and just give them names, essentially a way to categorize them. So for different tags, we could set different tasks like email could be one, meeting, could be another one. And notice how this is not a single select, it's a multi-select. It being a multi-select is going to allow us to have more than one of those categories and there, which I think is useful because sometimes we need that in a way to organize the different tasks that we have in our life. So that is going to be set up that way. Files is a good way to just attach any document or files that you need for that task. Or maybe once the task is complete, you drop it in there as a way to just have a backup or a record of what that is. Haven't dove into utilizing notion as like a file storage because that can get kind of convoluted and it can, it can easily start to use up a lot of storage over at notion and I don't want to that's not why I signed up with notion was to use it as a storage mechanism. I have Google Drive for that and also local external hard drives and whatnot for file storage. So a lot of times if there is a file that I need to attach, it's like a PDF or something small that makes sense to keep connected here. So in the next video here we're going to dive a little bit deeper into setting up our tasks database. 6. Building a Task Manager Part 2: Now the next section we're going to complete is a Due Date property. So we'll hit the plus and choose date. Well, I'll just type in due date and then we'll choose the Date property type. This is going to allow us to create a due date and you can drag these around and organize them however, you would like. A lot of times I like to have the areas first because that's the first thing that I go and look at when I have some tasks that I need to do is are these work-related, like what area my end right now. And then of course, I want to order them by the due date and we're going to look at how to set that up at a moment. So we have due date. A lot of times I also want to see the created date as well. So sometimes tasks end up being on the list for a little while and it's good to know when that task was added. This of course, is something that is very easy to see if you go into the individual task itself. But I like to be able to look at these and have a custom view as well, so that I can look at them by created date and see which ones have been on there the longest. Sometimes tasks don't have a due date. They end up on your list for a long time. So it's good to have an organizational structure there so that you can sort appropriately. So we'll go ahead and choose created time. Created time. I usually keep all the way on the end because it's not the one that I end up looking at the most. So we have different areas here setup now, different columns. And this will start to expand as we build out our other structures. So are other pages with databases that we're building. As we build those will start to tie these together. But since tasks is our first one, we don't have anything to tie it to yet, so we're not gonna do that until we start building out the others and that will create the connection between them. So now that we have our tasks available, we want to create a few different views. And in the next video we're going to look at creating views. 7. Building a Task Manager Part 3: Before we dive into views, I think there's a couple of other properties that we should add. A status is a good one to have so that you know where you're at on a particular task. So we're going to add status and choose the property type of select. So we'll move that one over here next to areas and we'll choose status. And we could to nu, which basically would be like a new task that we haven't started on yet. We can choose in progress. So a task that is currently being worked on. We can make a completed for tasks that are completed. And then we can also add a on-hold. And I also like a way to structure tasks that actually didn't end up getting done and archiving them so that I can be aware of those and have them there later. So we'll add an archived as well. And this would be a good time to add anything else task-related that you wanted to have structured here. One thing for me because there are instances where I'm billing for my time is to have a way to log the amount of time spent on a task. So if you need to do that, you can actually add another column, and we'll just add a number columns. So just a number and I can add time on that. And then basically what I would do here is type in the amount of minutes that I spent on a specific task. So if this was work-related And it was a meeting and I was in the meeting for 30 minutes. I might put 30 minutes. Typically, I'm not tracking time on personal or family tasks, but this is very good for work-related tasks, especially if you're billing or time tracking. 8. Task Manager Views: So anytime you create a new database that's gonna come with just three blank entries in it already. For the purposes of setting up some views, we're just gonna go ahead and give these a couple of names real quick. So task one, task two, and Task three, we're going to add our different areas. So now we have a personal and a work. So we've got a task for each area and we'll add some due dates as well, which are just dates in the future, random dates, I can even add a few tasks here. Must see while meeting would be a good one. So we have two tasks that are, that have the same tag, which will be good for sorting purposes. And then files we'll just leave alone right now because we're not really adding anything to that. So right now we just have the default view, which is basically by alphabetical. And if we go and create a new view over here, now you can see those five different database views that we talked about earlier are available and we can set up basically an unlimited amount of views here to organize our data accordingly. So the first one that I want to create as by due date, we'll type that in. We've got due date selected. And then we'll go over to Sort, will choose due date. And then I'll choose descending. You could choose ascending or descending. Ascending would put the newest or the closest date up top and the oldest date down below. So depending on how you want to organize that, you choose ascending or descending. So now it's showing me due date for all tasks. And I might even want to change this to due date, all because now I have all tasks and view, but I can duplicate this. So let's just go ahead and duplicate this one. And we'll rename it from copy of due date all to Due Date work. And then with due date work selected, I can leave the sort the same at copied over the sort because we duplicated that view. And then I can go to Filter, Add Filter. Choose area is work. And now it's just going to show me work tasks. And so by creating these different views, it makes it really easy for you to have one place for all of your tasks regardless of where those tasks are at in your life. But you still have the ability to only display the tasks that you want to be working on at that time. Now we could also, because I have the, the category or the tag of meetings under a couple of different tasks here, we can go back to our due date all I can duplicate due date all and change copy of due date all to show all meetings. So we've got show all meetings. We can leave it sorted by the newest one to the oldest one. But then I'm going to choose a filter. And we're gonna filter tags contains meeting. And so now you see I just have tasks that have the tag meeting. And that's where this tagging structure becomes really neat. Because sometimes we have things like I said before that cross between different areas of our life. And if you want to sort and show those things that are in common. Throughout those different areas of your life, this is why you would want to do that. So now we've created a, we have the default view, which was the one that just came in as the default when we created the new the new database here. And then we also have due dates all show all meetings and due date work. But all of these are still pretty much the same, just different organizations of the same data. Let's create a calendar view. So we'll type in Calendar, will choose the calendar option and click Create. So now as it creates the calendar, it should show us our three tasks coming up on the calendar. So we have our Task three, task two and task one by the dates in which the I added them. And you can see nothing is very interesting. It's just a little block there. We can go to the settings here, choose property. And I can turn on some of the different properties from the database and have it displayed in the calendar. So now I have areas showing, and I could also have tagged showing. It wouldn't make sense to have the due date showing because it's already on the calendar. So we see the due date that's there because it's showing us that. But depending on how we structure this, it also could show the created date. We wanted to have it display by Created Date instead of by due date. But as you see right now, it's Baidu date because it has that option to choose by due date or by created. And so by due date. And then we just have our properties turned on for areas and tags so we can get a visualization of what we have to work on. This is nice because as you build out your tasks area, this calendar will look really nice. It'll be an easy way for you to visualize what you have to work on for the day. And there are different ways that you can also utilize a calendar as well. So we're going to set up one more view for visualizing the tasks that we have to work on. We're gonna set up a board view. And so let's do view all tasks. And we'll type in board just so that we know that it's a different type of view. And we'll click Create. Now you can see there's a no areas that shows up by default over here. We can actually hide that because if I'm in this view, I want all my tasks Davin area. The one thing that I do add when I put in a task is an area every single time, even though I might not fill out the rest of the information yet, I want an area to be assigned to it. So now you, we could see that we have our task organized and board view, and we can also go and turn on properties there as well. So maybe what I want to have turned on for this view is a due date. And I can also have maybe a tags turned on because the areas is showing up up here. I have family, personal, and work. The areas show up. They're already if you wanted to group them differently, notice grew by areas can also be changed to tags. So we could group them to tags instead, which then is going to change this to show our different tags, email, meeting and the shopping tag. And so we can structure than that way as well. I like having them set up by areas so that I can keep all of those tasks separated and get a visual on what I need to be working on for that day. So there are lots of different things that you can do with views. You can play with those and kind of set them up. As we go through setting up the rest of our databases, we'll look at some of the different view. So by the end of this course, you'll have a good idea on all the different ways that you can display your data, even though it's all stemming from the same organizational structure. 9. Building a Project Manager: So now we're gonna get started on setting up a project manager. Project manager is great because there are lots of things that stem beyond tasks that have multiple tasks that keep it together. This may be in your personal life task, can projects that you have around the home. Maybe you want to redecorated room or something and there's lots of tasks that are going to be associated with that. Maybe you help out at a non-profit and there's a project that you are working on there. And then maybe you even want to structure some of your work-related projects. This is all going to give you a framework to hold in things that require multiple tasks to complete. So we're gonna open up our projects area and we're going to create a database. And just like before, you can start out with any database view, I typically start out with a TableView. So as we start to look at how we're going to structure these different projects. Projects are going to have a name, they're going to have a status, a due date, and probably an area so that we can sort by the different projects and the different areas of our lives. And then we're gonna associate tasks to this. And so as we add tasks, they will associate to a project because tasks there's something that we tend to complete and toggle off and then move on to the next task in the project. And so we need a project to hold those tasks together so that when we're looking at the project, we can see all the tasks that were completed for that project. So let's jump in to start building out that database. 10. Project Manager Setup: So we're going to leave the name tag the same. You can of course rename the name tag here, which is the first property. But this is not a property that can be changed to a different property type is a name entry, so it's a text entry and we'll just leave it as name. Or of course, you could change this to project name if you wanted to. Now, the next area we'll just choose tags. We're gonna change this to areas and we'll choose multi-select and make that select. So personal projects we tend to have, sometimes we have household projects, other times we have work-related projects. And so we can have those three different areas here so that we can organize and structure of the different projects and our lives depending on how many projects you have going on at once or how many things you want to track. It's nice to be able to look at this. And maybe it's not that you're going to have a whole bunch of active projects that are in all of these areas. And you're thinking like, why would I need to have this structured so that I can view and sort how many personal projects am I going to have going on at a time? What's neat about this as being able to go back and look at completed projects and be able to sort completed projects. So over time, as you've built out projects and completed them, you can go back and view completed projects and sort by the area, which is why we're adding a section here to sort those. So with areas selected here now and created, we're gonna move on to adding a due date. Due date for a project is good, so that we have a way to organize projects by when they need to be completed by. This is starting to look a lot like the Task Manager that we just built. But keep in mind like the project is something you're going to set up once and the tasks are going to be connected to it. So the tasks are something that you're going to spend more time in where the project is just initially setting up and having a place to store all of the data and information that is related to that project. And so when we start getting into building out pages within these different databases, which will come later in the course. It'll start to all make sense as to why we want to have things set up this way. So if project name areas due date, we can also now relate this to our tasks. So I could type tasks and here choose and scroll down to relation. And this is where we choose tasks database. And so you'll see here it says tasks dashboard or it actually is bringing in something from one of my other workspaces. So if you have multiple workspaces within notion, you wanna make sure that you choose the right one. So I'm gonna choose the dashboard tasks because that's the one that we're looking at. We haven't made those pretty yet. I didn't add emoticons or add any graphics or anything. That's all personal preference stuff. And there will be a section later in the course where we start to make things look a little bit more attractive. So now we have our tasks related here. So if I call this project one, project two, and project three, I can now relate tasks and we'll go through and look at this later. Notice how it's pulling in the tasks from our other database. We'll look at tying all this stuff together once we get our database is created. So files is an interesting one. But for this section, I'm actually not going to have a Files property because in the Project Manager here, when we start creating a place to keep all the information for our projects, including maybe any links to websites that have. Maybe it is a home redecorating project and you have some things that you wanted to save. Website addresses, some photos, some inspiration, and then also some information like maybe the general contractor's information, you're going to hire the proposal that they gave you. We want to have a place for all of this information to be stored and we are going to use a page for that. But we'll look at that as we start building things out a little bit later in the course. So we'll add due dates maybe a little further in the future for our projects, and we'll leave the relation of tasks blank. Now you can add more things here that you find that you need as far as properties go, you definitely can get carried away with relating everything in tying everything together. But for right now, because all we have is our tasks database. We're just going to have our project name are areas are due date and our tasks. So in the next video, we'll set up a couple of views for our projects, and then we'll jump into building out the rest of our databases. 11. Project Manager Views: So let's set up a couple of custom views for our projects. It's going to be a little bit different than tasks because if you're like me, you have a lot more tasks than projects. And I hope that that's the way that your life is because that's how we're setting up this organizational structure. We have tasks that associate with a project and usually multiple tasks to a single project. So when we set up our custom views for our tasks, we created a calendar view. And unless you have tons of projects going on, which I hope that your amount of projects in your life is as manageable. You probably don't need a calendar view for this. A calendar view might just show a couple of projects throughout the month. It would make for a very exciting calendar view. But where we do want to have some views is where projects are at. And that's an area that we want to add before we start cutting, setting up custom views is where are our projects at. And so we're going to add a status area and we'll choose a select for that. And we can have not started. We could have in progress, we can have completed maybe on hold. Some of these are very similar to what we were setting up in the Task Manager. And then we can have archived in case it is a project that we decide to abandon completely. So with status setup, we can slide that over here and create some custom views that are around statuses and due dates. I think that's probably the most important. So we'll create a view by status and we'll make that a board view. Hit Create. And you can see by default it wanted to group those by area. So we do need to change that to status. And now we have a board view for all the different status check points for our projects. I'll go ahead and remove no status because any projects that has no status technically should be not started. So you can see that a project with that tag or that status would be here. We then have in progress completed on hold and archived. Now what's neat about this view is that we can move, we can reassign a status simply by dragging. So if project one was now in progress, all I have to do is drag it over here and let go. And you can see it changed it. And if I go back to our default view, you can see that it changed the status as well. So there's a couple different ways that you can update the status of your project here. So I'm going to, I'm going to leave default view alone. We have a view by status and then we might also want to, I guess a default view. We might as well just set that one up to sort by date. And so we have them in the organization of their due date. And we can have that set by ascending. So we have our nearest Due Date project up top and our project with the furthest away date down at the bottom. So with a default view of that and then a view by status, we have a couple of different ways to view the different projects that we're working on. Another view we might want as to show just the projects that haven't been completed or archived because eventually are completed will become quite a long list and maybe even our archive. But we wanna see projects that are not started and progress and projects that are in whole on hold. So let's go back to our default view and we're going to duplicate our default view. So we have copy of default view. We're going to rename this to uncompleted projects, will leave it as a table view, but you can set a different view if you would like. And now we are going to filter out two different views. We're going to filter where status is not completed. And we'll also add and status is not archived. So now you can see that in that view it's actually filtering out the completed project and also the archived project. So if I was to add a new project and we'll call this one project for and we'll give it an area of household and we'll set this one as not started and we'll just give it a due date in the future here, notice that it reorganized it automatically because the sort order is to show the nearest do project. And it's also only showing those two projects that we have in there that are not completed and not archived. Of course, going back to default view will show us all of our projects with the only sort being the one that we set, which is due date ascending. So you can see here the different ways that you can organize and structure your data so that you're being shown only what matters in the moment that you need it. Of course, we can go still see all of our completed projects. We can even create a completed only view by maybe duplicating our default view. And we'll just change this one to completed. I'm going to drag it down to the bottom because that's probably less likely view for me to use will choose filter, add filter where status is completed. And now we have a view to show just the completed projects. So I hope that you've got some ideas on how you can build out some different views that makes sense for you. Now we're gonna move forward and start building out our next Database. 12. Building a Contact Manager Intro: The next database area we're going to build out is our people database. This is going to be kind of like your contacts in your phone, but with a lot more functionality and the ability to tie in people to tasks and projects. And then also the calendar that we're gonna build as our fourth database. And so think about this as, Typically when we add a contact to our phone, we might add a note. We might try to utilize some of the additional fields in there to help us understand and remember things about that person. We might put in their date of birth, their phone number, their email, and just some details in there that we don't want to forget. And it's a nice place to have that, that the contact card and our phone is typically limited. We're not going to be able to tie that in to too many different aspects of the way that we utilize our phone with our calendar and other things. It is nice that in your contacts, if you've added somebody's data birth, their date of birth can show up in your calendar if you have that setup, right. But you can't tie that into other things and kind of create a cohesive method for keeping communications and all this stuff together. Your contacts card and your phone is not kind of a CRM, which is CRM is typically used in business to tie together all of the relationships with customers. So different interactions, different maybe proposals, projects, tasks, all the things that would have to do with a specific customer you utilize a CRM for. And so in notion, I've kind of built that out a little bit for the different people in my life. So that way I know maybe I'm working on something with them or there's something that they needed from me, or there's an important event that I went to remember or there was an important conversation that we had. And I want to have a way to kind of organize that information. That's what my people databases for. So we're going to start building this out. Know that as we get through this, you can customize this however you want to store the information that makes the most sense for you. And later on in the course, when we're looking at actually adding people in the database and connecting them to tasks and projects and the calendar. Know that you can build this out to have it fit your life while we're here doing now is learning how to do this is so that we have the framework to build this out to become useful tools in our own lives. 13. Building a Contact Manager Setup: Alright, so let's get started creating our people database. We're going to click on people and we're going to start out with just a standard Table database. Now, I can start by just adding some names because it'll help us visualize this a little bit better. I'm going to add my my three. I have four kids, but I'm going to add three of my kids here in this list. Now, I'll slide this over a little bit and I'm going to add a select, select type. So we'll choose select type. And depending on how you want to organize the people that you are putting in here, you can choose the word like association. Like how are you associated to this person? Or you could use areas. We've been using areas a lot. So I may choose association and then put family as one association. I could put work has another association. If there's some other aspect of your life where you interact with people, maybe Church or a non-profit that you serve with or some other organizational structure, you can put that in there. So I might put church as another one. And I may just put an Other in there because maybe it's somebody that you met. You wanted to remember them, you wanted to associate them with something and notion so that you can put in some information about them. But they aren't necessarily like a friend or an acquaintance yet. So you can change those out and have those organized however you would like. So I might put associations over here so that I can organize people by that and view like show me just family members, show me just work contacts. And it's a nice way to organize that and we'll look at that a little bit later. Now another aspect that I might want to enter is their email address. Email is a way that we communicate. And you can see there are a lot of different property types in here, and so we can utilize some of those. So email is a good one, because if I put an email address in here really quickly, I can just click on send email and it's actually going to open up my email client and I can send an email. So that's kind of a nice feature, and it also works that way on the mobile device as well. So I could also put phone in here because there is a phone option and if there's something else that you wanted to track in here or have in your database such as like a website address. Maybe this is a person database that you're building out for professional contacts. And you might want their their LinkedIn URL or something to be in this structure? No, that we, when we create a page for each of these people, were going to create a template for those pages so that we can add additional information to those pages. But in this database structure, it's mainly sortable information that we want to have listed here and also quick access information. So if URL makes sense, great, if it doesn't, then it doesn't. Maybe another one that would be good to set is the date that you met that person or the original contact point in time so that you have a reference point to that. That might be an interesting one that you want to track and other one might be a checkbox. At a checkbox is basically an on and an off, like is this a person that you are still in contact with or not? So you can check that on or off. Show me people that I'm currently in contact with and not people that I'm not in contact with. There's also a way to maybe set like a date for last updated or you can put like update, updated in here. So this would be a way for you to add in a date at the last interaction that you had with this person. Of course, I'm going to be utilizing the calendar for that. So this one doesn't typically make sense. I did start out by using it this way, but now I'm utilizing my calendar tied in to my people database so that I can see when my last interactions were with those people instead. So think about the different ways that you want to have your sortable information structured here. So I'm not going to add anything else to the database here right now. But know that you can add things just don't get too carried away because we're still going to have the page for each of our contacts or each of our people that we can add information to. There. 14. Contact Manager Views: I'm not gonna get too carried away with views because I think by now you should have a pretty good understanding of views. Knowing that when it just says plus add a new view, we know that our default view is already there and our default view has no sorting and no filtering. But adding another view we may want to display family. And so I'll choose family and hit create and then add a filter for that, which just shows our family members. So we go and choose association is, and then we choose family. And that's going to display that. And so we could set up additional views for those different associations so that it's easily, it is easier to sort because if you're like me, you're going to maybe end up with a 100, maybe even more people in here over time. Not that you're actively adding information and changing things, but if this is going to be the area that you keep all information about the people that you interact with throughout your life, then you're gonna need sorting methods here. And so that's where you may look at adding an additional column here, an additional property that makes that a little bit easier. Earlier I mentioned the checkbox. Is this an active contact or not? If you're like me on my phone, I have hundreds and hundreds of contacts over the years because I've been sinking the same contacts database on my phone contacts list for ages. And there are countless people in there that are inactive. And if there was an easy way for me to make them inactive than I would. But that's something that I decided I just wanted to do in notion instead of messing with my contacts in my contacts on my phone, I probably just need to eventually delete and start over because it's such a mess. But at least in notion, I'm going to have things set up in a way where it won't get too convoluted down the road. So whether it's a checkbox for active or inactive, it also could be a status that you add. Status being like an active contact or somebody that you maybe you can move them to somebody that you've lost touch with. So you can really start to structure out and sort the different areas that you find, your relationships with people in throughout time. Which could be cool because if you end up and feeling like you want to reconnect with some people that you haven't been in contact with for a while. This gives you sorting methods so that you can organize and structure that, but don't feel that you need to get too carried away here. Adding in different properties later on is really easy. You just have to go through and assign that new property to the different people that you already have in this list. So don't feel too bogged down on what are the different properties that I need to have. Know that you can add those in later. 15. Contacts Relational Databases: So if your people are going to have anything to do with projects and tasks, we want to connect those databases at this time now that we have our different properties with information about the people that we've entered in here. We want to go ahead and hit plus, and we're going to add a tasks relation here. So we'll go down and we'll add tasks. So we need to type in tasks and choose that and create the relation. And so we have tasks and there now, and then I want to add one for projects as well. So we'll go down and create the relation to projects and type in projects. And it is showing projects and for my projects and client projects, which are two databases that I have in another workspace. So as I mentioned before, make sure that you're connecting it to the correct database. So we'll choose projects that is in the dashboard. And this is also a reason why didn't add emoticons to these yet or icons to these? Because I didn't want it to be confusing between what I already have and what we're building here together. Somebody go ahead and hit Create relation, and then we'll shrink this down a little bit. So now our people database as connected to tasks and projects. And just to look, let's go into projects and you'll see that tasks is there because we created that when we created our projects database. But you'll see it added related to people and then projects. This is sometimes a little confusing. So what I'm going to rename this to is just people, because this is the relation that has to do with, with people. You'll know this by clicking in here and seeing the people that are in your, your people database here, database of people. So now let's also go up to tasks and look at tasks. And you'll see we have related to people tasks. And we know that this is people because we clicked on and we see the list of our people. So I'm going to rename this one to people as well. And we know it's a related, linked database because of the arrow pointing up and to the right. And we'll do the same thing here for projects. You'll notice that if we click in here, we see the names of our projects. So people in projects, depending on how you want to structure this projects, might actually make sense to move over a little bit and have people next to that. You'll play with this, know that you can move these around and it doesn't affect a thing. You can reorganize these and it does not affect a single thing. It's just basically how you're viewing the information. So don't feel like these need to be perfect right now. As you use these more, you'll figure out what works best for you. 16. Building a Calendar in Notion: Alright, so the last section we're going to build together is our calendar. And so we're gonna click on calendar and we're not going to start in a calendar view, we're going to start and a TableView. And there's a reason for this because calendars can be a typical calendar view or they can also be a linear view where we're looking at dates and everything and organizing that in a certain way. So when we look at our calendar, we want to have a couple of different views that makes sense for the data that we're trying to view and get the bigger picture of. So we're just starting out with that as our default view and we'll add in a calendar view here shortly. For me, I decided that my calendar was going to be a way that I organized and structured interactions. If you saw that video that I posted on YouTube, I went through and talked about how I use my interactions calendar. Because notion at this point in time is not a great place to make your actual calendar. Our calendar app on our phone and computer, whether it's Google Calendar or Apple Calendar or some other calendar, typically has a lot better functionality like recurring events and being able to invite other people to those events. Have your reminders and they're also Have your location which you can click on and it opens up the maps app. So there's integrations for your calendar app on your phone and your computer and your tablet. That probably will never come to notion because I don't think it makes sense to have all of those things and notion. So I decided I was going to keep my calendar, my calendar, and I was going to utilize notion as in interactions calendar where I logged the interactions that happen as a result of the things that are in my actual calendar. So that way, I'm relying on notion for a place that is logging interactions, which is kind of like a notebook or a notebook page or a journal page for each interaction that I have. So think about how you wanna structure your calendar. You don't have to do it the way that I do it. You can set it up the way that makes the most sense for you. If you prefer to forego your typical calendar in your phone and your computer to utilize notion as your calendar. That's totally fine. You can do that. Just know that notion is going to be a little bit more of an involved process to use as your actual calendar because it doesn't have recurring tasks or recurring, you can't add a recurring thing every week like, you know, chiropractor adjustment that you have every two weeks or a haircut that you have once a month or something like that, you're not going to be able to just set reoccurring. You'll have to create it, duplicated, duplicated, and constantly duplicate it manually, which is why I still use my calendar because I think the calendar in my apps, the calendar apps on my phone, on my computer provide more utility than notion does. But my calendar lacks in the area of being able to track more information about those interactions that happen as a result to the things that are in my calendar. So let's get started on building this out together. 17. Calendar Setup: So our calendar is going to tie together with things in a different way than task and projects tied together. It's also going to tie together differently than people would tie together with tasks and projects. The calendar is probably going to interact more with people and sometimes with projects if the entry and the calendar has to do with the project. So for example, if a project at home, like for renovating your home or maybe redecorating a room is going to involve a meeting with a decorator. You can have that in your calendar. If it's going to involve going to the hardware store and buying stuff. And you wanna make sure that you have that in your calendar here and notion, so that you can have the list of items that you can check off and everything that you don't want to forget. You can enter that in here into the calendar. And so we need a way of structuring the different events that are in our calendar. And so we are going to create an areas for that. So tags, I will leave because we will utilize tags, but I'm going to create an areas and we'll go and make that a select. And so we can call the different areas personal. And then you can add in any other areas that you want. So maybe you could build that out still and say, household is another area because sometimes things are personal, sometimes things are household related. And you can decide like, does household also include family, like maybe we have family as a separate area that we add in here as well. And so with these areas created, I'm just gonna move them over here. The next area that we need to create as a date selection because we may add things to our calendar and want to set the date. Whereas if we didn't have a date property, the notion would just add the date created, which probably isn't gonna make total sense for having a calendar view. So we'll go ahead and create a date view and choose that, and then slide that over. Just organize that a little bit. Tags is another way to structure. Events may be the things that we're logging on our calendar. Could be a meeting, could also be a call these days. That could also be a video call if you really wanted to get carried away and start adding a lot of different tags. Show me all the video calls I was on this month. Show me all the phone calls that I logged and my calendar this month, depending on how you're going to utilize this calendar, whether it's a collection of interactions and important events and things that you want to remember. Or if it's just your generalized calendar, this is how you would structure so that you can view things in different ways. Like show me all of the calls I have this month on my calendar, show me all of the meetings that I had or all of the coffee dates that I had or just different interactions. So a tag that I might have because I use my calendar is an interactions calendar would be with my kids and I even have my kids by their name added as tags as well. So I could have a view for all of the interactions that I wanted to remember that I had with each of my kids. And I can sort by that and more easily see that. But know also that these are going to be tied in to the people database. And you can always go to the people Database and view all of the calendar items that fall under a specific person. So there's lots of different ways that you can connect things here. Don't feel like you have to get it set up to deep. Because if you get too many properties created, too many things that you have to toggle, it's going to become a convoluted process and it's gonna take forever for you to put entries into notion. And before you know it, you'll be behind and then you'll abandon your system altogether. So don't get too carried away with tags and organizational structure here, it's not super important that you have all of that dialed in. And you definitely want to avoid getting too much stuff added. 18. Calendar Views: So now let's get a little bit of information entered in here to our entry so that we can create our calendar view that actually looks like a calendar. So for my first event here, I may put like coffee with Andy, a friend of mine, personal, we did that. So I'm backdating a little bit here. So we have stuff in here for this week. I'll put Tuesday in there. I can go ahead and get rid of these and tag it as like relationships or something like that because he's a friend of mine and we got together just to hang out and talk about life. For a work. I could put a client name in there, but we'll just leave it generic for now. And I can choose call for that because that was a call and I'll just organize those while we're in there. And then maybe this Friday evening, I have a date night with my wife and so I might put that in their family, will put that in for tomorrow. And I might even want one in there for marriage or that's also a relationships. I could have multiple tags in there. Now you'll see that it made that block larger. And sometimes that can be annoying if you don't want that. And in the default view it will typically do that. But if you want to, you can turn off rap cells and it will keep all of those nicely and organized. And I'm just going to delete this fourth one. Now we're gonna go and add our calendar view. So we'll type in calendar view, choose calendar, and hit Create. And you'll see we have R3 calendar entries there in our calendar, but doesn't show a whole lot of information. So as we have in the past, will go into properties and toggle on areas. We don't need to toggle on date because that's redundant. It's basically showing us the date of the block that already shows the date. So we don't need that one turned on. And we can also add tags if we wanted to. And when we tie this database in the next video to people and projects and tasks, we can also utilize this calendar to show us all of those things as well. So in the next video, we're going to add in those relations. And then we'll create another view here on the calendar to give us a bigger picture of everything. 19. Calendar Relations: Okay, so now we want to create those relational connections. So we're gonna go back to our default view. We're gonna hit plus, and we'll type in people and then go and create the relation to our people database. So we'll type in people and choose that. And now we have that connection. And then we want to maybe add projects. We could do that if we wanted to associate a calendar entry to a project, we wanna make sure to have that connection as well. So we can type in projects and then choose relation and then add Projects. We'll select the right one. There we go, hit Create relation. And then also tasks might be a good one as well. Because if a, if a task was associated to the interaction or what we are entering in the calendar, we would want that connection, maybe not all the time, but it's nice to have that there. So we're gonna go ahead and create that as well. And we will relate that two tasks. So I'll type that in and create that relation. And you can organize these appropriately. I think people probably needs to be further over to the left because a lot of times things that you add to your calendar are gonna be associated to the different people that are in your people database. And maybe less often, projects and tasks. But you can organize this and structure this data layout however you want. Now when we go to the calendar view, you can see that we have just the same view that we had set up in the last video. But when you go to properties, we can also turn on people. We can also turn on projects and tasks as well. And that information would show up here, which is great. So we get a kind of bird's eye view of all of the information that's in here in our calendar. And you can toggle this on or off based on what you feel is important. But we'll go ahead now and we're gonna go back and do our people database here. And I'm gonna make sure that I have Andy put in here and he is a friend. And so we'll have friends selected. I'm just gonna go ahead and change these other ones to family because that makes more sense. And now we'll go back to Calendar. And so when I have coffee with Andy, associated here, I can tag Andy in this and connect him. So now Andy is connected to this coffee injury. And now if I go back and look at Andy, you can see over here it shows up. And so I can change this to calendar just so it's better looking will turn off ramp cells so that view is better looking in my opinion. And if we go and view Andy, his page here, you can see the calendar entry is there and all of his calendar entries that are associated to him will also fill in and it's kinda look really neat down the road and it's going to be a great way to keep everything organized. I jumped a little ahead to something that we would have talked about in a later video, but that kind of gives you an idea. And you can see he, his name is also showing up here as well. And so the date night I might want to associate that one with my wife. Nci would need to make sure that my wife was added here as a person as well, which I can do from right here. If I click Create New Page for, for her, it's her name is Now there. And if I go out of my calendar and go back into my people view, you can see that it added her. And then of course I need to go in and add the associated information for her so that, that information is in there. But you can see it automatically associated that task there, which is awesome. And so later on we're going to look at what we'll probably use the example of a bedroom renovation or something so that we can create a project, we can create tasks and we can connect people to all of those things, which is going to be where the true power of having these databases and connecting relations between them comes together and makes a lot of sense. 20. Intro to Notion Pages: So now we're going to look at creating pages within these different areas in our databases. So we have tasks, projects, people, and calendar. So those are four different databases, and within those databases will have different pages. Everything that we have entered in has the potential of becoming a page right now it is simply an entry. But once we click open and start to enter something, it becomes a page. And there's lots of things that we can do in there. I utilize pages as a place to put information that supports the entry. So if it's task like task three that we're looking at right here, this would be where I would put any information that has to do with that task. If it was a project, that would be where I would put any information that has to do with that project, which probably has a lot more information than a simple task. Sometimes a task doesn't end up having any information in it. It's just the name of the task is enough to remind me of the task that needs to be completed. But if there is information, I typically create a page. Now, you can create pages and that's fine and useful. But you can also create page templates which puts together a structure that you can utilize as a page that you know that you're gonna be using often. And this is going to work really good for the people database, for the calendar database, for the project database, and maybe even for our tasks database. So when you're looking at creating page templates, That's kind of where I start and I decide what is something that I'm typically going to need often now for tasks, it could be different if it's a personal task versus a work task. There may be other things that are associated there. We're not going to dive too deep into that, but we are going to create a page template for each of our sections here just so that we have an understanding of how this works. So in the next video, we're going to start creating page templates. And then towards the end of this section, we'll look at how to add a page to a specific task or project, or calendar entry or person by utilizing the template that we created. 21. Task & Projects Page Templates: Okay, well let's get started creating a page template. We're going to go up to the balloon New button here and create a new template. And since we are in our task Database, we're just going to call this one new task. Now down here in the page area, this is where we're gonna start entering information that will populate when we utilize this template. So depending on what it is that you want to enter here, a task essentially could be a one action item or a multiaction item depending on how you want to enter it. I tend to if a task is a grouping of things like maybe there's a checklist or some things associated with that task. I will go and add in a template for that and have a couple of different templates based on the different types of tasks. So a new generic task might have a description, it might have a checklist. So underneath that I might put a divider under each of these just to make it aesthetically pleasing, I guess. And then under checklists, I would put a checkbox there so that I have one ready to go. And then under next actions I might do a bulleted lists because I want to have that there. So description is just blank so that I can start typing that in. Checklist is a checklist so that I could just start adding those items and I already have this ready to go. And then next actions is a bulleted list. And so that would be kind of a generic task template that I have in place. Another one might be like grocery shopping, and that's simply might just be the stores that you need to go to. So which stores or which grocery items. And you can organize that out however you want. It might even be just as simple as having the word list there and a divider there just to make it look nice, and then a checklist underneath that. But you could build this out however you want for a grocery list, my wife had these printed out grocery list templates that were kinda neat because things were organized in the section of the grocery store. So there was like a meats and dairy and household section. And so you might actually build this out and say, OK, here's a for the dairy. And then we go down and create one for household items. And basically you're creating this template so that it's easy to apply these later. So I'm just going to enter in a couple of them just as examples. And we're just going to have our new General Task and our grocery just to keep it simple and to give you an idea on how this works here. So if our task two was grocery shopping and I could put in like Safeway or something because that's where I was going to go. I can open this up and then you'll see my list of templates. They're already, I can then click grocery and it's going to apply that template to this page for me. And then I can go ahead and start to build out my grocery list and add items. So I might need to get milk, cheese. And then for household I might need to get some more trash bags, foil and whatever else. And I start to build out my list. And because I already had the structure there in place, it's now an easy list for me to take into the grocery store and go into the appropriate sections of the store and shop without having a completely disjointed lists like we often have for going grocery shopping and we end up bouncing back and forth all around the store by the time we get to the end of our list. So page templates can save you a lot of time as you start to build those out. Now when we go into projects and we look at building out page templates, this might look a little bit different. So for projects, depending on the type of projects, we're just going to create a general projects template here. So we'll just call this new project. And in this section, we'll put a description. If it's a type of project that might have a budget, we might want to put a budget in here, just a budget section. And this can look different depending on how you want to set this up, but we're just adding a section for it, just for the heck of it. We might want to enter tasks that we know we're going to have to add in later. This would be an area where we'd start to type in the tasks that we know that we're going to have, but we haven't added them into our tasks database. So this template could be like a planning area for the project as well. So we'll add in that and add a little divider. And then underneath that, maybe add a checkbox. If it's a work-related project, sometimes we have milestones. And what are those milestones within a project? I like to have those kinda defined because those milestones might be check-in points with the client or maybe if it's a renovation project on the home, what are some milestones like what when we complete the bathroom remodel, we can start using the bathroom again. But when we move on to remodeling, the master bedroom will be living out of the family room or something temporarily. And so what are some of those milestones? That might be a good area. So I might add those as bulleted lists. And so just think about how you can build out a page template that's gonna make sense for you know, that you can always come back in and edit these page templates at any time. Just because you've created a page template doesn't mean that it's fixed forever. If you want to go back in and edit it, simply go and click here and click Edit, Template and edit. And it'll say you're editing a template in projects and you can edit that template or create new templates. 22. Contacts & Calendar Page Templates: Now let's create a page template for our people database. So we're gonna go ahead and hit new template. Let's type in new person as the name of this. And then down here, we can start to fill out this page template. Now this would be a template that you could use to organize and structure of the information that you wanted to store about that person. This is going to be separate from the properties that we already created. So you aren't necessarily going to add tasks or projects, or maybe put their phone number, their email in here. This would be maybe where you would write a little brief description of where you know that person, what's the relation to that person? If it's an acquaintance that you met through something like an activity, may be at the gym or whatnot, you might add in that information. We met because we were swimming in the same lanes next to each other at the pool. We had a conversation about such and such, and we decided to exchange contact information, keep in touch. You can also add in important things that you want to remember about that person. Maybe they told you their wedding anniversary or some important date or something that they had important coming up that you wanted to remember. These are all things that you can add in here. So we could add in something like a description. We can add in important dates. And then maybe you could put like date of birth for that or something of that sort. And another thing that you could do is add a property for the person's data birth if you wanted to have date of birth in there because maybe making sure that you reach out to a specific person on their birthday is important. So we could actually add that if we added that to the properties right here, it's actually going to add it to the rest of our database so I could go and put in a DOB for date of birth and then choose date for that. And I could organized that appropriately and put that wherever I want, like maybe right up top by email and by phone. Organizing these here does not change the sort order and your views. So you might want to go and organize these when you're in this view so that it makes sense. Maybe you want projects and tasks down below, and you want association, data, birth, email, phone, and then maybe tags and just have that structured in that way. When we look at actually adding a new person in and applying our page template, we'll look at the different things that we can add in, such as a photo of the person and stuff like that and actually make this look a little bit more attractive. So far we haven't even dove into that yet. So important dates. We can have a section for that. We could have a section for like important memories or things to remember, something like that as well. Things to remember. You can call these whatever you want. I'm just spit balling here. Basically the sections of the information that you want to remember about a person that you want to have readily available are the sections that you're going to create, the page template. And this could be different depending on the person and the association. The information that you might want to save in your people database for a family member might be different than that of a co-worker and might be different than that of somebody that you serve with, add a non-profit or at church or something like that. And so you might set up different page templates for people depending on where they're at. Knowing that once you apply a page template, it's no longer a template anymore. It's just a starting point. As you start to put in information, you then have to go and manually make changes to that page from there. But this is to be a jumpstart to help you get started and having a good organizational structure, a page to begin with. And so build these out as needed, knowing that you can completely change these page templates at anytime. That's totally not a big deal. So we're gonna go ahead and stop there with that page template and then look at Calendar. And calendar page templates are definitely going to be a little bit different because a calendar entry, if you're using it like me, was based on an interaction or some sort of an event or interaction with either a person or a group of people. And so I might put interaction as a type here. And then I also might have a page template for event. Might have a page template for some other type of calendar entry that I'm going to have. And so for interaction, I might put description, important notes as area to remember like what was important, like key things that happened and then follow up might be a good one. Because if you had an interaction with someone, it's usually good to follow up on that somehow. And so having a follow-up section and there might be good as well. So just think about the different things that you want to be logging in the calendar and how page templates can help you not go through a process that you know you're going to be repeating often. So if you find yourself creating something more than a couple of times, maybe it's time to make it a page template and know that you can create an endless amount of page templates. But I think it's important to just have a core few page templates that you know you're going to use. So now that we're done with page templates, we're gonna look at actually creating a page and how that all ties together. 23. Pages Contacts: So we're going to look at creating two different types of pages and kind of setting that up into different areas. We're going to look at people and we're going to look at projects because those pages are probably going to be the To that end up with the most information, a task page, we'll probably just have a few things like maybe a simple grocery list or a set of things that we need to pick up from somewhere or remember to do, or something that's associated to that task that we needed like a document. But then also people are going to be an area that's built out as well because as the relationship goes on with a specific person, those interactions and everything, there are things that you may want to remember. There are maybe a photo of the two of you or an occasion or something that you want to attach to it as well. So my thoughts, those are the two pages that will eventually become the longest in this area that we're building out here. So we're gonna start by building out a People page here. And we'll just build one out for my wife here. And we'll choose new person for that because we already have a template there and the description I can put. And whatever I would like, maybe a short story that I want to read often, reminding me how I met my wife or maybe the description is something I write like a couple of things that are my favorite things about her so that when I come in here, I'm always seeing those. You can use this however you want. And so for the description, I might just put in there important dates. I might add for 408, which is our anniversary. And I could add in other important dates in there as well, things to remember and just some things that I could put in there in general about my wife and maybe I put a bulleted list for this. So I might add that in. And as I'm building out this page, maybe I want to add a section for like a photo or something like that. I also have ICANN and cover that I can create here as well. And so the icon can be an emoticon, but I also can upload an image. So if I had a photo of her that I wanted to attach here, I easily could do that. It recommends this size being 280 by 280. And the maximum file size when you are using a free workspace on notion is five megabytes. Which five megabytes is pretty generous and you can upload a larger image than to 80 by 280. It just recommends that it is a square cropped image that you place here. So when you upload an image, you might choose a square cropped image or utilize some software that you can square crop it the same way that Instagram photos or square cropped. So if I was going to do just an emoji, I might do bride with veil because this is my, my wife and so I'll choose bride with veil. And then I can also utilize a cover image. And a cover image goes full width and is much larger. So I could add in a cover image that I wanted to have in there as the master display. The first thing that I see when I come to this page of her and I so it might be a a recent photo that we took on a date or a vacation or something like that or it could be our wedding photo, whatever I wanted to put in there to just make a visual for our entry for this specific person. But I'm not just limited to having like a default image or an emoticon for the person and a cover image. I can even build out the page a little bit here, down below as well so I can add a photo section. So we'll do that. I'll hit div for divider. And maybe I could even start kind of making these sections a little bit more prominent by making these headings so that they stand out a little bit. So we'll go ahead and change these two headings so that they stand out. Because as we start to build out our page, if we don't create some sort of structure to our page by making some things stand out a little bit more. It's just gonna be kind of a mess. That's going to be a little challenging to find anything on this page so I can hit the backslash and then type in photo. And then type in image. And it's gonna give me the image upload option here, which I can then select an image and add it. But it's going to be a pretty large image. I could actually create columns and start to add multiple images if I wanted. So I could duplicate this. So we'll just go ahead and choose duplicate. And I'm going to drag it over to the side. And notice this little handle that pops over to the side, stacks that right next to it, which is pretty neat. Now I can have two images next to each other and they're a bit smaller. And of course, when I click on those images, it's going to expand that out and I can view that image as large. So now I have a photo section here as well. And if I go down below, I can create another section below that and start to build out that page like maybe there's a gift Ideas section that I want to create. And so I'm just gonna make sure, because notice that it tries to create it within that column. I'm going to drag it out here and then put a divider underneath it and change the emphasis on that to h3. Oops, it didn't do it. And then underneath this, if I had a website link or something like that, I could get that easily. So I'm going to jump over to Safari really quick and jump into Amazon where I know there's a gift idea that I want for her and I'm just going to grab the link for that. And we'll jump back over into notion. And under that gift idea, I'm just gonna paste in that link and I'm going to choose Create Bookmark. And so it's going to go and fetch a preview of that item from the website, and it's going to embed it in here. And so now I have kind of this like gift Ideas section added to the page. And when it comes time to maybe I wanted to just get her a gift for the heck of it, or maybe her birthday's coming up or one of the special events that I have listed above is coming up. I have a list of gift ideas already there. So you can see that as we start to build out this page, like this page is probably going to look different than the page for a coworker or somebody like that where I might have some similar information, but I might not have a gift Ideas section depending on the co-worker, I guess. But you can see how we can utilize these pages differently even though we're still within the same database. 24. Pages Project: So let's create a project page next, we have just kind of those sample entries that we put in there. We're just gonna rename one of them to bathroom remodel. So we'll type in bathroom remodel and open up that page. Now with that page opened, I can choose the new project template that we already had in place or just start blank. It's totally up to you. But we have a description, budget, tasks and milestones, and they're already because that was part of our template. So our description would be renovation of bathroom. You could get as descriptive as you want or keep it as simple as you want budget I could put in there that our budget is let's say like 8,500 for that, that's our budget. And then I could start to add in the cost of things here as well. Now, you can just simply type that in, or we could even put in a database within here, this is getting maybe a little bit more advanced. But if we wanted to do an inline database, we could easily do that by creating a table inline and then naming this expenses. And then we have our name like what the expenses here. We could change tags to cost and then change that to a number, and then change the property of that number to format number and make that a dollar. And then I could even have file for receipt there as well. And now we have a place to log our expenses. We have cost and we have receipt. And down at the bottom here we could turn on calculates to some. And as we add up items, it's going to show up in our budget. So like we did earlier, let's add a little bit of formatting here so that things stand out a little bit better and it doesn't look like such a clumped together mess. So description, budget, we have our general tasks that have not been added as actual tasks yet, and then even milestones. So we'll go ahead and do that. And underneath that list, we may want to add an inspiration and we will make that a heading. And so inspiration might be where we add links to the different things that we are, are wanting to purchase or maybe some ideas. We could even store some photos in there. So if we were over in Safari, so we'll go ahead and view the gallery and just kinda toggle through and gray, Well, there's lots of good inspiration here. I want to save this link. So I'm gonna go ahead and copy that to my clipboard. We'll come back over here to notion. And under inspiration, I could just paste that in and create bookmark. Now there is an option to create an embed. And what that does is it actually pulls all the information from that page and embeds it in your page. So unless that's what you want, you should probably avoid that option. This is the embed option is good if you're just saving a link somewhere or some information somewhere. But right here under inspiration, I may have a link to a website. I may also have a photo that I liked. So as I'm looking around, maybe I liked this countertop and this sink setup here. So maybe I want to save that image. So I'm gonna go ahead and save the image. And we'll save it to my downloads folder. Then go back to our page. And I can drag it and drop it right in. I don't need to create a image block for that. So I'm just gonna go ahead and drag and drop the image right in. And it's going to upload that image. And now I have it there. So now not only do I have a section for my project where I have good information that I'm going to need for this project. But I also have a collection of the inspiration, the images, the different things that I wanted for that project. So that when we meet with our contractor, we meet with our designer, whatever that process is going to look like. We have everything together and organized. So let's look at this expenses section then I put in here really quick. So let's put in an expense for the toilet and maybe the shower head and maybe the vanity. And I had another tab open just so that I had a good idea of what one of those cost. So like say this one's 1399. And so we're going to put the price in here of 1399 and maybe the shower head we chose was $80 and then maybe the toilet we chose was 250. And so you can see here that it's starting to add up automatically for us, which is great because now we have a visual. We don't have to do all the math or anything like that every time we add a new item here as an expense, it's going to show up. And then we have a file section here to upload images of the receipt. So now we have a collection point for all of the information that had to do with this project, which is absolutely great. Now, no longer are we sorting for things? Oh, where's the received for that? Whereas the information for that, we have a point of collection for everything related to that particular project. Then you can see that as you start to add more information to this that's relevant to the type of project that you are wanting to keep organized. This can become quite the home for all of that information. 25. Connections Intro: So the reason that we created these different databases is so that we can connect the information together and have a great way to visualize things in the different areas of our life. So we have tasks because we have lots of things that we need to achieve and get done. And we want to organize that and also have a way to structure that information so that we know what to work on on a day to day. We have projects because in life we have different projects and different things that, that require more tasks. And they require people sometimes, and they require even reminders and entries on our calendar. So connecting everything together is one of the superpowers of notion. And we set up some relational databases already and connecting our databases together. And as we set up our different databases, we talked about that and walk through that process. But in this section we're actually going to look at creating some items which is going to relate to the pages that we created in the last section. And we're going to start connecting things together. And then look at how you can go into one database, like your people database, and see what projects in which calendar items and which tasks are related to that person. And also go into a project and see which tasks are associated with that project and which interactions or things on your calendar had to do with that project as well. So there's a lot of different interesting ways that we can utilize these connections. And we're going to look at how to set those up and how those can be utilized. Now. 26. Assigning Tasks to Projects: So in our last section, we created a project that was kind of a bathroom renovation. And a bathroom where innovation is going to have a lot of moving pieces, a lot of things going on. And so we're going to look at how to tie all this stuff together. So let's go into that project and our bathroom remodel project here that we've already started. We have some information that we've already added into this page, but we actually want to build out some tasks that we know are going to need to take place. And so we can start doing that either by start typing them in here, or we can go into the tasks database and just start adding them. But I found it easiest just under tasks to start adding those. So let's add a task. So I'm setting a task so that I can make time to sit down and actually look at different designs and stuff like that. Maybe I need to contact a contract or maybe I need to schedule a meeting with designer if it was like a bigger remodel project like might involve like meeting with your bank for a refinance or something. So there's lots of different tasks that can be entered in here. Let's put in, maybe you're doing some of the work yourself and it's going to require a trip to Home Depot to start to kind of look at the things that you need. So there's lots of different tasks that can be associated here. And as you see here, when I added those, they're added to this section. Now, just because I like things this way, I'm going to turn off rap cells. But all of our tasks are now showing up here. And when we go view our project, we have all of our tasks here as well. But now that we've added those there, we can go over to our tasks database, and you'll see that we have three new tasks added that are in the bathroom remodel project, and they already have a name because we created them. So now I can add in like, let's see, maybe I need to add household as an area here and we will create an ad household to these three. These are new because I haven't started them yet. So we'll just go ahead and add new to all of those. So now we're going to set dates for all of these. So I need to have my bathroom inspiration done over the weekend. I need to schedule a meeting with a designer on Monday and then I need to contact the contractor with follow-up over that meeting that we had probably by Wednesday. And so now we have that stuff set, which is awesome. I can also go and add tags like the contractor is like a call I need to make. So I'll put in call the schedule. A meeting with a designer that's not the meeting at scheduling, it's all put in a call actually will choose an email for that and then look for bathroom inspiration. And so now we have all of this stuff set up. So something that might be associated to some of these is say the contractor is a friend of ours or something like that. Somebody that I would have in my people database say I my contractor is Brian. I can go ahead and add Brian to the database here. And Brian would show up under people bathroom inspiration would definitely be something that I would wanna do with my wife. I wouldn't want to attempt to redesign a room in my house without my wife's input. So her and I might be sitting down to do that together. And so now we have some tasks that are associated here. And if I go into people, you can see under tasks that I have looked for bathroom inspiration set in here together and contact contractor is showing up under Brian, who is my contractor. And since I've added Brian Now here, I can go ahead and start to fill him in his information out. Now, a husband and a father, sometimes we have to schedule time to do things together. My wife and I. So if we were going to spend time looking at bathroom inspiration together, we might decide to schedule a coffee date so that her and I could go and have coffee and maybe the grandparents will watch the kids. And that way we can have some time just to focus on looking at inspiration for the bathroom remodel. So I might need to go into my calendar and we say, okay, well, we wanted to have it done by Sunday. We have a date night coming up on Friday. So I'm gonna go ahead and assign that task of looking for bathroom remodel inspiration to that so that I know that that is connected. And this is just good helpful connections that help us keep it all tied together. Not that all of these need to be made. I don't want to make my date night all about bathroom remodel, but if I needed to associate all these things together and maybe I took some notes because in that task for bathroom remodel inspiration, I added in a couple of links and stuff like that. And then later on down the road, we're meeting with the contractor and I didn't we think about that. What was that thing that we wanted? Yeah, we talked about that when we went out for our date. And so now I have all of these things tied and connected together. Notion is becoming my second brain that helps me remember everything and ties it all together so that I'm not constantly just searching How many times if you forgot where something was or forgot where you found something because you didn't have a cohesive way of kind of organizing all of that information. That's kind of what we're building out here. And of course, what you'll be building uniquely for yourself as you continue to create these connections with the pages and the databases within notion to create that system that will keep you better organized. 27. Connections Calendar: So if you're going to utilize your calendar, like I'm utilizing my calendar and notion that lot of these entries are going to be tied together with individual people. So as you add more things to your calendar, you can enter in more people or connections with people. Initially, I didn't go in and just start adding all of the people that I wanted to have in my people database here. What I did was add them as I had interactions with them. So that way I wasn't creating a database full of people that never ended up being related to any thing in my calendar or any of my projects or any of my tasks or anything else within notion. So as I go in and add new interactions into my calendar. So for example, if I was entering our interaction today that we're having here between me and you creating notion, stuff and notion together. I might put in notion course and areas, personal and people, I would put in your name. So I might add, you know, James, for example, assuming that's probably not your name. But then add in anything that was related to this interaction that we had. Maybe during this interaction we decided like, hey, there's this cool project we wanna do together. So we can create a project right from here. Or if there were some tasks associated, like us hanging out together and talking about notion. And it around this course, we decided we were going to help each other remain accountable and check in with each other again. So I might set a task, you know, check in with James R E notion and then hit Create. And so now I've created two different things. While in here, I've created a task, and I've also created a person. And all of those are already linked together. I now just whenever I have time needed to go in and fill in the rest of those properties that are related to those entries. So this task check-in with James regarding notion I might put that area as personal. I may put a due date of one week from now, and then I can make sure that this task was associated to James. So we'll add that in there and then that's probably good. I can also add any thoughts or things that I wanted to remember when it comes time to working on that task. But now I can also go over to people, go into James, I can add Association. And I could put like online friends because that's what all of us are as online friends. I could put in any information that I want in here. I can see that the notion course calendar item is associated here with James and also the task of checking with James regarding notion is there as well. And now that I have James added in here, I can click new person and add in my new person template so that I can start adding in relevant information that I want to remember about James. So you can see that as you start to build out notion here and start to connect databases with different databases. When you start adding in information, it makes it much easier for you to just have all these connections create almost automatically. And then you can come back in and start to build them out. And over time, you start to have useful information and all of these different sections. But another warning here is not to get too carried away because if you create too much here, then the process of going in and adding a new person is cumbersome. Adding a new task is actually more work than the task itself. So you never end up adding in your tasks. Creating a project in your database seems time-consuming because really you didn't need all that information. And if you build it out to be too difficult, that's what's going to happen. So think about how you can keep it simple by just having the information that you need for each of these sections, whether it be task, project, people or calendar, or any other databases that you build out now that you know how to do it. 28. Styling Pages Intro: So in this section we're gonna talk about page styling. There's a lot of different styling elements that you can utilize here in notion. But I also want to warn you not to get too carried away with them because getting too carried away on the aesthetics of all of this can definitely bog you down. Now if you are a very visual person and that is important to you, then by all means, stylize everything and make everything look really nice. Because for a visual person, that is important without the visual aspect to it, it's just information and you can kinda get lost. But if you're on the other end of it and you're more analytical person, don't get too caught up on the styling because a lot of times that might not necessarily matter for you. So depending on whether you are more of a kind of a design style visual person, or if you're more of an informational, analytical person, that's going to determine how much time and effort you want to put into styling. So we're going to look a little bit at styling, but that's going to be different for pretty much everybody. What I really want you to understand is what the options are and you can choose to use them or not depending on what you feel is important to you when it comes to page design. 29. Styling Pages: So we did look at a little bit of page design when we were in our project and we were setting up that bathroom remodel. We created sections, we added an inline database or an in-line table. And then we also added a couple of links and a photo so that we can start to build out this informational page. But there are some other structural changes and different things that you can do here. We're going to just create a new page here. And it doesn't matter which section where n Actually, let's just go and utilize one of the ones that was already created, this project one. And we're just going to create a new page just by clicking in, not utilizing one of our templates. So when you hit the backslash button, you have all of your blocks show up. Some of your blocks are purely informational and some of them are structural, and some of them also just pull information in from other areas. And so depending on what you want to use here in what you're trying to achieve, you would choose the different element here in this section. But notice that here under turned into, there are different elements like basic text headings, linking to pages, to do lists, bullets, numbers, toggles, embedding code. If you wanted a way to embed code, maybe you're a programmer or something like that. A quote. Maybe if you wanted to save some important quote or emphasize something within a page, a call-out which creates a block around it. Bloch equation might be another one. And then there's also color blocking options such as changing the text or changing the background of the text behind the text itself. So there's lots of ways to organize stuff here. We're going to create just a heading. And so I might choose a Heading one. We're going to put intro, put a divider underneath it, just to do that, then we'll create a main. But that's also going to be a heading two. We'll just call this main and add a divider. And then we'll add a photo section, we'll add a quotes section, and there we go. So in this intro section we might have some text that is in blocks. So depending on how we want a section that out, and I'm gonna go ahead and paste in some text and you can see it's a nice big block of text, but there are different ways that we can structure texts. Maybe if we don't want all of our text to show up all the time, we want a way to be able to see that text, but also hide it. We can turn this into a toggle list and you can see it added all of the information at the top of the toggle list, which is fine. But I can put like point number one and then twirl down. And underneath that twirl down, we can add the text in. And now you can see it can be expanded or hidden, which is great. It's an easy way of organizing all of that. So maybe if we had a couple of different points here, this would be a great way to organize texts so that our page doesn't get insanely long. Because as we add a lot of text on our page can get really long and then it's super long to scroll. But if we keep them under these Turiel downs, it's a nice, easy way to organize our content. Now under our main section here we might have another paragraph of text, but we might also have a quote that we want to emphasize as well. And I'll just use the first sentence of that text and you can see how it's structured that. Now we might also want a call-out. A callout is good because it has a colored background and we're also able to use some sort of an emoticon or an image. So I may put warning sign is one of them and use, we'll just use that same first sentence again, just to keep things simple and not too big. Now we can also change the color of this as well by going to color and changing the background color. Now when we change the background color, sometimes it is going to change the color of the text as well depending on our choice. But we can also go and update that as well. So green changed the background. It tries to make it all look nice by changing your background for you automatically, which is just what it does. But that's a nice little section for us to have created there now under photos. And we did look at this earlier when we add in a photo or an image, it goes full width. And if I was to add an image, so we're just going to drag and drop an image in. So let's delete this image that we put in there. And I'm gonna go ahead and grab an image and we'll throw that in. It is a full width image. But if I wanted to add an additional column, I can drag and see the handle that appears at the right hand side. I can add that in, and then I can even add a third column if I want, by adding that image and dragging it to the very edge of this image as well. You can also stack images, so we can have columns of images. And then I can also drag this image up and add it as a third row or third column as well. So there's lots of different ways that you construct your images in here. I like putting them in columns because otherwise they're just really big. And if I'm going to have more than one image, I typically put them in a column. I can always click original and it's gonna go ahead and open that image up in a web browser for me so that I could view a larger image. Now I did create a quote section, and so maybe I want to move my quote down to the quote section so that I have it organized and structured. Their quotes can come from multiple places. So if for example, your quote came from Twitter, you could simply start typing in TW to embed a tweet and then just put the URL to the Twitter quote in there. So if we went over to Safari, let's go ahead and grab the URL for this tweets. So you can do that by just clicking on the tweet and opening it up here, clicking and grabbing the URL for it. And then going right back to notion and pasting that URL in and hit and bed tweet. And it's going to embed the tweet nicely there. And embedding a tweet might not necessarily be super useful to you, but there are a lot of different embeddable types of content. And you can scroll through the list here to see all of the different content types that can be embedded. What I recommend is that the ones that make sense to you, you just play with them, give them a try, see how they work and how they connect to the different accounts that you use. And not all of them are going to be useful for everyone. There are a lot of them in this list that just don't make sense for me to use. But there are a lot of them that I do use depending on the type of content that I'm inputting into notion. 30. Page Styling Thoughts: Now just a few closing thoughts on page design and layout. There's obviously a lot that you can do with a notion page. Now, notion, I haven't decided to use as a storage facility for all of my content. I talked briefly about this at the beginning of this course. It can be very easy for you to just dump a whole bunch of stuff and denotion pages and take advantage of the fact that there doesn't seem to be a meter that shows how much storage you're using. I don't want to slow down notion or my notion experience. So I make sure to store big files and stuff like that and something that was designed for that such as Dropbox or Google Drive or something like that, if I need it to be available globally. So basically putting it in the cloud, like we are our information within notion, I will store it within a service like Google Drive or Dropbox so that I'm not clogging up notion and making my pages real heavy. Of course, I feel that that's a better organizational method to have large amounts of files or large files in a system like that that is folded and we can organize our files by folders and all that good stuff, and we can embed them in our notion projects instead, I find that to be probably a little bit better, more sustainable way of doing this, then just dumping all the files and everything within, right into notion. Especially if you're using the notions free plan, you definitely want to be mindful of the fact that it is a free plan that they're giving you and you don't want to run up their hosting Bill and their bills by storing too much stuff within notion. So just that thought, utilize some of the other services that are out there like Dropbox, Google Drive, or any of these other hosted services for storage. And don't utilize notion for as much storage unless you're paying for an account that supports that. I think that's just a good way of being a good steward of the resources that are given to us. Whether it's free resources or even paid resources. 31. Dashboard Intro: So in this section we're gonna look at how to set up our dashboard. We kinda jumped past that at the very beginning because we didn't have anything created yet. Now that we have different databases created and they're all connected and we have some views setup and we understand how all of that stuff works. We can now set up our dashboard to be an easy access point for finding information. That way we're not jumping into databases and clicking around a lot. We have got a one bird's eye view, place our dashboard to look at everything. So we're going to lay out our dashboard and a real simple way, but know that you can completely customize this. And anytime that you add or remove something to your dashboard, it's not affecting the original information that is within the databases. We're simply displaying our information and we can move those around and structure that however we like. So let's jump in. We're going to create a simple dashboard that allows us to get a bird's eye view of the tasks, our interactions, and our calendar, and our projects. 32. Dashboard Setup: So in our dashboard we have our four databases that are linked up as pages. Those are going to stay there because they are databases within pages underneath of our dashboard. So one of the ways that we can organize this nicely is simply by putting them in columns. So we could put our tasks next to projects, which might be good because those are gonna go together. And we could put our calendar next to people and just kind of organized that and columns. And then we can have, we can call this may be sections and so we'll create a heading and call this sections. We'll add a divider. And then of course I need to drag this out to be full width or I can just drag it above everything that's already there. So we'll go ahead and drag all of this up and we have our sections. So the next thing we would probably want to do is be able to view upcoming tasks. Maybe we want to look at the tasks that are coming up this week that we need to accomplish. And so we're going to click down below here and create a upcoming tasks sections. So we might want to make that a heading and we'll call this upcoming tasks. I'm going to drag this down just to make sure I'm not in one of these columns. And then underneath that, we are going to add a connection to a database. We're going to scroll down. This is called create linked database. And so we're going to look for our tasks. And in our tasks now we have our tasks database in our dashboard, but it's kind of a mess. We don't necessarily need all of this information. Basically, what I believe we need in this is the name, the area, and the due date. We can hide everything else. So if we click Hide, we're hiding things from this view or not hiding it from our original database. So don't fear that we're, we're manipulating anything in our actual database where just getting these out of this view to kind of keep it clean. So we're just going to hide all of these. Maybe we could even put status in there as well. Maybe that's an important one to have. But we'll get rid of all of these other items that are showing up here so that we can keep this nice and clean. Now it's showing everything, even stuff out into the future that we might not want. So we need to set a sort. So we're gonna set the sort and we'll set the sort by date, due date. And then we can have that as ascending. That's great. But now we need to filter out anything that is not within the next week. So we'll choose Add Filter and we'll go to due date is within. There we go is within and then the next week there we go. That's the right way to do it. So now we have this setup. It's showing all of the tasks that are going to fall within the next week. And it's not showing us anything else, which is great. Now most of our tasks were for within the next week. So if I change the date of this 12 further out into the future, Notice that it removes it from here because our view is constricting everything to one week, which is awesome. So now we have an upcoming tasks section which is great. We can also create a section for projects. So we're going to do a heading two and we'll type projects. And then we're gonna do the same sort. Length database will choose projects. And you notice it's going to bring in all of our projects which we don't want. We just want projects that are in progress so that we can view our projects that are currently in progress. So maybe we don't need to see people. We don't need to see the calendar. We don't need to see the tasks associated because we have tasks showing up above. But maybe we do want the status to show or we don't even need the status to show because we're only going to be showing in progress. So we could put projects or like current projects like that. And then we will set a filter Add Filter. Status is in progress. And so now you can see it's only showing us one and we can actually just hide this element altogether because we don't need it. And if we wanted to add a sort because maybe we have multiple projects that we're currently working on. We can add a sort right now it's only displaying one, but we can add a sort and added due date and then ascending. And it's gonna show us our project with the nearest due date to the project with the oldest due date. So if we went into our project, so let's go into our projects and let's put another one. And instead of this completed one, let's make that in progress and we have October 28th. Now if we go back to our dashboard, you can see here that we have the two project showing up. One of them on the ninth, one of them on the 28th, and they're in the appropriate order. So now we have a nice display. It's very basic. We haven't made it visually pleasing yet, but we have a little bit of a display here with our upcoming tasks are upcoming projects that we're working on. And now we can start to style things a little bit by maybe adding something like a target. And then for our cover, we can add a cover. We can either upload an image or we can go to and splash and do a search and put something in there that might be kind of interesting. I don't know what to search for us. I'm just gonna type in dashboard and maybe we'll go with like a gauge cluster from a car because that kind of feels like a dashboard to me, I don't know. You'll style this however you feel fits your personality and your style. You just what you like your style. So now we're starting to build this out a little bit. We've got our sections here, which may not necessarily matter. You don't have to have these here. They do have to be somewhere on your page though, because they are pages underneath of your dashboard. So if you don't want these here, you can simply move them to the bottom. And we could create a section just called pages or databases. And so let's do that just for the heck of it will call this databases, will add a divider underneath that. And then we'll just drag this down below. And it's not changing or modifying anything. It's just changing the structure of our, our dashboard page here. And then of course we can delete these areas that maybe don't matter so much anymore. I could put a quote here, maybe there's a quote that I wanted to remember. So there we go. And as you see, we can really do anything with this dashboard. It's really just a quick access place for us. Now what's nice about this dashboard is if we wanted to add new tasks, we could do it here without even going into our tasks database. We could also go and add new projects here as well. And so as you create more databases that fit the different needs and the different areas of your life. You can add them here to your dashboard. There's a lot of different dashboards out there that can achieve different things. Me personally, I don't like having a dashboard that has information that is just going to have to be deleted later, unless it's something simple like a quote that I can update from time to time, which I do actually have a quotes database that I created for myself for memorable quotes. And I could have a quote displayed that is being pulled from that database. So there's lots of different things that we can do to structure and build out our database. We're not gonna get into styling it and getting too carried away. I just wanted you to see how you can create one. And from here it's up to you to go and find out what works best for you. And that may be an evolutionary process, changing things and adapting along the way. 33. Concluding Thoughts: So the end of this course is gonna just have a couple of discussions for us to talk about notion and how to organize and structure. And just I've talked a little bit throughout the course about my thoughts and my opinions on setting things up. And I think it's great to have these conversations because it helps us think through the process of creating the structures and creating these tools that are gonna help us organize our lives. So there are lots of things that you can build out. And as I mentioned at the beginning of the course, there are lots of templates that you can start using. But if you create too many of those, it's going to become a stumbling block to actually getting anything accomplished in notion. When I first got started and notion I had kind of a journal that I called my daily log. I had an inbox that I could just quickly dump things in. I had an area for links that I wanted to save. I had a calendar, I had a project manager, I had all of these different things and I created so many of them that could have been condensed into a smaller amount of databases within notion. And so the problem that I created for myself is that I had data entry points like my inbox and tasks and stuff like that. But a lot of times those things needed to be in another section. So I created multiple steps for myself that didn't really need to exist. And so when you decide to add a new template or to create a new database within notion, consider whether or not it needs to be its own database or if it is something that you can add to an existing database that you have already. If you were going to create a journal, then you might want to look at incorporating that into a notebook. Can it be more than just a journal? Can it also be your notes? Can it also be your research? And then just creating a, a different way of structuring and organizing that information within that same database. Because in the real world, we would have a journal that we might take with us. And it might be where we add notes. It might be where we Journal about things throughout that day. And it might be where we jot down new ideas and stuff like that. So why go into notion and create separate databases for all of those things? When we could simply create a single database and have different views that display all of that. Think about that before you decide to implement new templates or new areas, new databases within notion, because over time, your notion experience will become convoluted. And if things start to get to that point, you will find yourself using it less and it will actually become a bit of a frustration. And so think about those things before you go and create new sections or new databases within notion, how can you make it streamlined and simple so that you continue to use it and it continues to be something that adds to your productivity, rather than just adds more tasks that you need to do every single day. 34. Feedback: Well, I hope that you enjoyed this course. There are a couple things that I ask of you. I would ask that you check out some of the other courses that I have available. I have courses on a few specific things that I'm putting out that I think will become useful. They are different ways that I have implemented notion into my own life. And in those ways I want to teach how you as a freelancer can better organize your client projects and keep those relationships going from having that first of contact with that new client all the way to finishing the project and delivering it. So there's a course that I have planned and I'm working on for that. I also have a course for going deeper into the organization of your personal life. I've talked a lot about that through this course, but how do you set all of that up and how do you manage it and create something that works? And then how do you actually even utilize that on the go and make it a useful resource? That's something that I have put together and another course I'm working on, I just finished up with the outline of that and there'll be more information included in the description of this video that you're watching. By the time that I have that course ready to go by signing up for this course, you have been added to my notion specific newsletter and so I will update you when I have new courses and information to put out. I would also appreciate your opinion of this course. When I create courses, whether it's on notion or photography or web design, I love to get feedback because that helps me better understand your thoughts, what you thought about the course, what you thought could have been improved and also what worked well for you so that when I produce new content, I'm doing a better job and talking and explaining things in a way that makes more sense. It's easy for me to talk about it the way that I would like to hear about it. But I wanna make sure that I'm coming across informational and clear and not confusing in any way. So your feedback would greatly be appreciated, but that's gonna do it for this course. Thank you so much for being a part of it. I hope that it was useful and that it helped you better understand notion and how to get started with the notion. I would greatly appreciate you checking out some of the other courses that I have available, but that's gonna do it for this course. So please make sure to share it with someone. Take that link to this course and send it to somebody who you think might be interested. And not only a notion, but organizing and figuring out a better way to structure the different aspects of their life. Thank you so much for doing that in advance and I hope to see you soon in a future course. Take care.