Build Templates For Your Business & Learn Notion

1. Notion Template - Introduction: Thanks for checking out my class. That's all about building templates in Notion and helping you and your team get up to speed with using Notion as quickly as possible. You might be like I was at one stage coming into Notion and looking at these blank page and wondering if I set up in this way, is it going to be right or if I set up in this other way, is it going to be right as well? Especially if you're gonna be onboarding a team. You want to set up your templates in a way that it makes it easy and makes it scalable. They can find what they need. So after doing these classes, what you're gonna be able to do is know the basics of templates. They kind of building blocks within templates. You're also going to be able to do things like build a CRM. You're gonna be able to do things like plan out projects. You're going to be able to plan out content for social media. Organized meetings. You're going to be obtuse. Have like a weekly time block plan or have an actual plan to plan out your week. You're generally going to be able to come in, take the basic building blocks within notion, set it up in a way that makes sense for yourself and your team. And also set up the different views and filters so that everyone can see just the information they need when they need it. I look forward to seeing you in the class and look forward to seeing the outcome of your project within the class as well. 2. Learn The Basics Of Using Notion Fast: Hi Notion template builder. In this lesson, what I want to do is go through the basics of notions. So if you know how to use Notion, skip over this. I just wanted to get these concepts right so that the people who want to build templates know what the building blocks that they're using and the kind of constraints and all the features of Notion. Now I'm just going to go through some of the basics for now. And then when we're doing the actual template building training is we're gonna go into some of the more advanced features that you might need when you're building out a template. So notion has workspaces. And then within workspaces they have pages. In pages can have additional pages within them. They can also have databases or tables or sheets, whatever you want. I call them within those pages. So really we've got this structure setup, we've got the workspaces, we've got these pages within there, so add a page, we click on here. You might say he's a new template like this. You can start off with a blank page so we're adding things in. Or you can create just a standalone database. Now, if you create a blank page, you can embed, you can put a table into that page. But if you start off with a database like this one, then you can't go in and add in additional information around that exact database. So what we're gonna do, Let's go through the elements here. You can just click anywhere on here. You've got the option. If I hover just above the title here, we can add an icon. They give you a default icon. You can put whichever one you want to. You can even upload your own. You can also add a cover image. So they'll give you a default one and then you come and you click on Change cover. That's where you can just upload from either their gallery, from your own website, from a link or from Unsplash. So you can just search for things like, well, let me go and add that in. Now we've got this template here, and you can see that when we're hovering over things, you've got like an add comment, which you probably wanted to do very much, especially in this early stage of actually template building. But what we're going to be looking to do is when you hover over here, you can see there's little dots in a little place that shows up here. You click in here and your friend is the forward slash key which is down probably knee or Shift on your keyboard, forward slash. This is where you can add in the elements of each template. If you're still in that concept of thinking of notion a bit like Google Docs. Then you understand that usually you could add in some text. You can add in like a really simple table to there. You can do things like headings, smaller things in the bullet points numbered list. There's quite a few of the standard things that you'll know and have used in say, Google Docs or in Word docs. But then there's some extra things that you can add in and we'll kind of go through a couple of those. If I just want to put it in texts, I click on there and I just say hello. Then I'm not one to let me just click above there. I'm gonna put forward slash, start typing in head for heading section. You can say that similar to Google Docs or word I'm adding in those sections that I want to. Let's have a look at some other things that are probably not as commonly used in Google Docs. So we've got a to-do list option. The good thing about this is I can say, I can just enter down to put in my additional tasks. Really simple. And then when I check those off, they just kinda gray them off implemental line through them. That's a neat way of adding it to the list. Now coming down, I've got a simple table. Now this is different from the database option. Databases are powerful in that they can connect to each other. You can kind of pull in information from one database to another one. This is more of a standard table that you might put into a Google Doc or a Word doc. So you can say here I'm just adding in a couple of rise. You can highlight some columns, things like that. That's the simple table option that you've got here. Bulleted list as normal. Toggle list is actually really handy in templates. Because if I just put this toggle this, if I click on this toggle, it drops down and it has the empty section underneath. Now I might want to put some instructions on how to use this template. And I can drag all these things. Into this little toggle. It doesn't fill up my screen. It might just be okay, here's how to use this template here I'm going to embed a video which we're going to look at in a minute. You can put all those details for someone and it doesn't have to take up half the page with all these instructions. So toggles really handy for the top, for the template builders. Coming down. We've got quotes, dividers. Sometimes you might use dividers, other times you might just use headings. You can have a links to an existing page within your workspace. Got a call-out section, that's another common one that you'll have. Remember to do this. With any of these, you can click on these dots, drag them around, just reorder how you want those to be displayed. Really handy. So the way to add in another little block, so each of these is called blocks, is to click on either the plus here. I'll click down in this empty space here. Now I'm creating this whole page here. As you can say, I can create another page that is, I guess one level deeper on this page. So if I go up to this newer template, click on quickly, add a page inside. I'll add another one. I'll just click in here. Guy. If we look over on the side here, you can see that that's kind of nested underneath. And if I come to this newer template, it adds in a link down below here so I can go into really new template. I'm going that step down. And if I want to go back to the main template, then I can either click over on this left or I can click up the top here and come back. So that's a way that I guess you can have that hierarchy of almost looking at. This top-level template can be like a folder that contains all the pages within it. It is a little bit of a different concept to have this technically a page. They either folder and everything within it. But it does get really handy when you want to instruct people, add some content here and then link out to all the pages. Instead of just having a blank folder and Saint someone, you know, go jump in the folder and find out, Find the information that you need. You can set up things like help desks where it's got all the information structured and all these links off to the information people need. It's a really nice way of structuring information. All right, let's jump back into block town. We've got forward slash again. Coming down. We've looked at those main ones. You've got a few things like mentions, dates, emoji, you can add in here. Now I come down to the database section. Now we're going to have a quick look through these database options and I'll kind of show you how you can have, you can just choose one of them. And then you can kind of see your information in different ways once we're in there. So there's different ways that you can get displayed. So we've got table kind of like your standard Google sheets or Excel. You've also got a board which is kinda like having almost like kind of post-it notes that you can kind of bring across and you can show what you want to display on the front of those gallery is like the post-it note. If our drawings on the front, a list is more like a to-do list, a little more basic, less lines, really minimalist way of showing the database, calendar. You want to see everything visually from a date format. And then you've also got timeline as well. That's an option as well where it's just kind of showing you from this date to this date. We've got some full-page options that you can add in here if you want to have this entire page be like an Excel sheet. There, the full-page ones. We're going to have a look at those in a minute, but I'll just quickly jumped down and show you some of the extra things that you can add in here, similar to say, Google Docs, you can add an image. A web bookmark shows up in a really visual way. You can embed videos, audio, you can have a little code snippet. You can embed, um, you can put files in here at bed those as well. Common one would be embedding PDFs, maps, linking across to things like Google Docs, tweets, all those sorts of things. So you can embed a whole lot of things within here. So some ones that I've used before is Miro embedding a Miro kinda like a big brainstorm mind-map in their embedding a PDF loom for videos, I've used embedding a taut form so that your staff perhaps could fill in a form. And have those, you can actually have it set up using Zapier to someone who feels in a form on one page they have access to and in a different page, those responses come through. So if you think of like kind of employee feedback, they've got access to the input section. And then privately HR team can have access to the output of that as well. There's some things to put in. There is a more advanced blocks here, table of contents. You can put that on their template button as well, is where you can duplicate blocks across. Most of these you can kind of experiment with once you've got the basics of doing templates. But I really want to jump into, I guess the basics, which is you can have those kind of formatted ones like web links and everything. But a lot of what we're gonna be doing is either using this kind of tech sections and also using databases. So let's go in table database. Here we go. We've got this little table, so I'll just call it little table. On here. We've got the rows. Similarly to a regular spreadsheet. I can actually add additional ones either from here. So I click on there. And my options when I'm want this information that I'm putting into each of these cells. You might just want to have it's standard text1, similar as I kind of like Excel, where you can format something to look like a number. You could format it to look like a date, but you've got some extra things in here, like a single select. If you want to drop down box, someone can only choose one option you put this one in. If you want, multi-select you choosing multiple options, put this one in. You've got an option here where you can actually assign a person to a row. So the way that this is commonly used is it's like who's in charge of actually doing this particular task or this project. So use the Person one, we can link across two files and media, which can be handy if you've got that board view and you want to have say you want to employee directory, you want people's faces on the front files. A media is your go-to. We've got checkbox. So if you do end up using either a table or a list, you might want to have a checkbox for taking those things off. And we can filter the view. So that say all the boxes that are unchecked displayed, then we have a different filtered view. So we're looking at the same table, but it's only showing us a little subset of that table. We can have another view that shows us everything. So all the things that have been done, it can be handy to be like, Okay, What haven't we done and what do we, what have we done already? You can put a URL in email, phone number. So all the basics I hear, there's also some advanced ones. So we're not really going to be going into this that much in this course because it's pretty advanced for someone just getting started. But you can have formulas where you're doing the number of days between certain dates are adding up some numbers across. You can have a relation. That's where you're linking one database to another database. So let's talk about an example of that. That would be say, you've got one database that is companies you're dealing with, and then you've got another one that's called people. And you've got, say, five people in accompany that. Everyone on your team now is, instead of just having company and whole lot of text underneath that one company, you have one database that's for the people and one for the company. And in that relation failed, we're going to assign those five people, alter the company. And so we can kind of, from the company view, see who works there. And we can easily click across into the people records to find them as well. So that's great. We've got roll-up where that's actually pulling in information from that related database can be really handy. One of the things is if you use this a lot, it can slow down your load times, but it can be really useful for pulling in information from one database and putting across into the other. So it could be that say that company that has five employees work for, you want to pull in the main phone number from that company that's in the company section across into the people database. So that's where you'd use ROLAP. And there's a few others that we've got here. So let's add in. I'm just trying to think of some good examples here. I guess we could just put in a person. We might say, we're going to kind of make this just a really simple task database so we can move these around. Now this is just moving around his view on this front one I want to click on Plus again. I might say done. Hover over here, click on checkbox. Then I'm gonna move this tags whenever. I'm going to click on Plus again. And I'm gonna put in dite. Text, date. Pull that across as well. In just a couple of seconds. All the United technically, I've a minute. We've got our own little table, which is actually a 2D list. Now one other thing that I probably could've mentioned earlier, three dots up in the top corner here. You can make this full width. If you want more room on there, you can have smaller text. You can also change between these three typefaces. They are probably the most common things that you would do up the top here. But you can see here we've got a little task list. So am I haven't changed this to task list. Then. I'm going to add one which is finish tutorial. I'm just going to move these around a little bit so that they're more in line. I'm going to assign that to myself. I'm going to say that that is due today. We've got our little done checkbox saying got something else to do. And we got to say that that is due months time. There we go. We've got our task list here. We've got it set up. We could be ready to go. What I'm going to show you, and this could potentially be the last thing I'll show you in this tutorial is getting setup because I feel like this is the basics for the elements for building a template. And I feel like you could run with it from here. We've got these views. I'm going to click View. I'm going to say open tasks. Now I've got an option to leave it as a table, or I could do it as a list. So let's do it as a list just so I can show you what it looks like. Open tasks. Now, you can see here I've got these. They didn't have all the information that I wanted that was showing in a TableView. So I come over to these three dots, I click on properties. All right, so we've got tags up the top showing. We don't really need that to show. We're gonna say who it's assigned to, the done and the due date. Now these go top to bottom is actually left to right. I'm going to put the data on the end, leave the assigned to, and leave it like that. So you can see that I've got these tasks to do. And these are the open tasks. I just want to say open, I don't want to say closed. So what I'm going to do, and this is learning a new thing as well. Three dots, filter. Kind of add a filter, click on filter again, come down, done is unchecked. There we go. That is showing us just the unchecked ones. Now let's create another view. I can click down to open tasks and I click on these three dots and I'm going to duplicate that view. Then come in and I'm going to click on these three dots again. I'm just going to click changed the name of this to close tasks. I'm gonna go list again. Then I'm gonna change that filters are wearing the clothes tasks. And I'm gonna change that filter to checked. You can say that I haven't completed any tasks yet, so it is still showing with nothing in there. Now if I click on this one here, let's rename this one to all tasks. Will leave that as a table for now. If I choose that old tasks and this is showing me the different views on this idea. Let's remove this filter on all tasks. Now what we've done is we've got a task list with all our tasks, open tasks, and then close tasks. Then if I come back to all tasks and we're working on it and I'm just about to finish the tutorial, I click on the Done. Then if I wanted to just open tasks, can say that one's gone. And if I go into close tasks, you can see that finished tutorial is showing here and I can come back over, click on Properties and set these up again. Just so I can visually say that. You can say that a finished that. That's my clothes tasks. And so when I want to come in and know what I'm working on, I click on Open tasks. The good thing about this is you can do filters have really powerful ways of setting up these views and then having a filter. And it might be I want to have sine to contains May. And so you can actually set up these tasks, this and see, but per team member who's working on what. These are, all the basic building blocks of building templates. I hope this gives you a whirlwind tour of how to use Notion. And in the next lessons that we're going to go through, we're going to look at using those building blocks to actually build some of these core templates that you want to use in your business. 3. How Do I Edit Templates I've Downloaded?: This class is all about taking a template that you've downloaded from somewhere else and then making it your own. And you've gone to template row.com, you've clicked on the link you've come through and you can see that you've got a template that you want to use. Up the top here you've clicked on Duplicate. It's come across. Once you clicked on Duplicate, it's come across India spice. So you can say one over here. You can even click on that, drag it up. You might add it into your workspace if you want to share it with someone else. But you've got it to the staging and like, what can I do next? So here's some things you might want to do. You might come up here and you might say, I kind of want to change the cover. And I must say that I want to have say you're in a particular area and you want to have a lovely shot of the city, or you might have a shot off trays. You can come into this Unsplash area. Choose an image that you want to have the top. So you've got that option. You've also got the option. You can click in here and you can use an emoji icon. You can upload your own image or you can click on a link if you know the link through 20 image, that will just update the icon. You can also change this name here. I might say. So I can update that as well. One thing to note about this is that it does change the URL of the particular template that you're using. Next thing that you can do it, you can come down to any of these areas. And if I wanted to add another one here, I click into this spice and I just click into, and I can add another one. If I want to take 100 y, I can just highlight over this delayed type that out. Otherwise, these little six dots here, I can click on there, and then I can click on Delete from there. That's how to delete things and how to add things in. You can also highlight over section. So if I come down the bottom here, I've got some texts that's been added into these template. I can click down in the white space below, drag it right over the top, then click on Delete, and I'll delete that whole entire section. That's how can delete the actual blocks within this particular page. I can click into here. If I wanted to update this. So this has a video in it. It also has some text. If I wanted to add some more, I can just click, click at the end of this list and then it click into and add a new one. Something near. So pretty easy to be able to click and add things and remove things. You can also click on these dots here, drag them to where you want them to go there. You can see I've moved that down below and say I wanted to move this over to the other side. I have to drag it across until it's a little blue line. And I can also click, if I hover in the middle, I can actually say where the border is between these two. You can see that I can make this shorter or longer and this is going to look different on mobile. So make sure you check that as well and it's pretty instantaneous. So I can make these updates go onto my mobile and have a look at what all these updates looking like. That's how I can edit some of the basic building blocks within notion as well in terms of deleting any content. So we've got some people in here. Same thing, click on six dots there, click on Delete and take those out. So you can delay that all the sample ones. And then you can just add in your own new one, someone. I've added them in and then I can hover over and click on Open, adding the other data, same as before. We'll click on those dots. I can delete out these properties and then I can add properties as well. So pretty easy to be able to go and delete out that sample data. I'll show you just quickly. Yeah, delayed. Delete. I'm ready to go with my own database as well. You can do the same with these databases as well. Just come into any of them, click on them, delete them, or add new ones. One other thing you might want to do is you can add in new views. So I'll add that in now. You can add in the top view that you would like. I want to list view, List View, Create. That's going to add in that new view as well. So that's how you can update that as well as well to make it your own. If you click on these three dots here. Properties. This is showing you with these toggle switches, which of these particular fields are going to be showing as columns within this database view at the front here. You might say, I got all this information, it's kind of hidden behind. If I toggle this off, it's not going to delete the inflammation, but it just means that it's going to clean up that front view when I come in here. You might say, all on a tonight. If I need it. Just the basic information on a particular person. I just need to know their name. Went to last contacted them, what group they're in, maybe their email and their fine. You just toggle those off. All the other information, if I open it up, is still all in here. All the information is still there. It's just showing me a limited amount of information on the front here. That's another way that you can customize and edit a template according to your needs. One other thing you can do, click on these three dots here and then come down to filter. Add a filter. Click on filter here. Then I can filter this by say I want to know the ones that 60 days is. Then I could actually put in the MIG of, let me grab this 1 second filter. 60 days is slowly. You can cut adding your own field up. Another example over here is I click on these three dots, click on Filter, Filter if you've got this as a task list. So thinking to yourself, how am I going to use these tasks? They said it might be like I've got a 100 tasks pretty de motivating what I want to say. The ones with a due date. And we can say it is a custom date or it is one week from now. But what we want to say is before there's a few options here, or is within one month from now. That's just going to show us the ones for the next month. Let's have a low one week from now. Probably more likely if you've got a whole lot of tasks and you want to say just the ones for this week. You can set up those filters. Now, what people commonly will do is they'll add of you. And that might be, this might be called this weight. Then I set up that filter. Filter. Due date. We can have is ANOVA for one week from now. Now we've got our tasks this week. And then if you wanted to create another view of it out of you, and that would be tasks this month. And then what I'd commonly do is come back. And what I mean this view, I can click on these three dots and change these typically have like all tasks showing up the top. Then we've got a task this week, toss this month. So have a think about guessed that structure of how you want to see this information because nation's powerful and you can create it and set it up in the way that you want to. By having a look at this, even this one, I might look at it and go, I don't really need the created date showing that. Click Oliver, click on Properties. Turn that off. Then I might actually want to have done showing right over here. This is where you're looking at all this information saying, do I really need this information on this? I guess this particular view that I've got it The front in editing things coming in. You can toggle off the sections just to get what you want. You can delete any fields that you don't want to use. So say I came into here and say, actually I want to know task assigned to, It's just me using it. I'll click in here, delete that property. Now that doesn't delete it for all the records within this database. So they a little careful with that. But if it's something you'd never going to use, then just take that out. That gives you, I guess, a little whirlwind tour of how to grab a template, delete out the sample content, move some things around, and then set up the particular views according to the way that you're gonna be using this particular template. 4. Build A Monthly Planner: In this class, Let's go through creating a monthly plan, a template within notion. What we're gonna do first is we come over the side here, we click on Add a page. You'll see it comes up with Untitled. I'm going to just say this is my monthly planner. Then I can hover over here and I click on Add icon. I might like that icon or I can click in and I'm not typing in the calendar. And I'll choose that one. I'll come up, I'll add a cover. Now I can change this. Let's put this one in. There you go. So it's pretty quick to get started, start putting some of those visual elements in. Now, what you can do if you want to add any notes at the top, I usually just click in here. And I can add the ninth. That's where you can add some notes in up the top. Now you'll notice that this content is quite centered on the page. So if you come right up the top here and I click on these three dots, you can change the actual width. You can also change the face that is used. We want to use this one. You can make the text smaller. He'd like to, to fit more information on the visible screen. But we'll just leave it at that for now. I can say here, monthly plan on at the notes, then we're going to want to add in our actual monthly planning calendar. I'll just come down another line. I'm gonna do with that forward slash. Just start typing in database. Now we've got some options here. Table board, which is more like Post-it Notes, galleries like post-it notes with images on their list view. And we've got our calendar view down here. I'm going to put in this calendar database inline, which means it's going to put the database into this page for us. There we go. I'm just going to title this plan on set. We've got the planning here. This is for the month. Now, if I click, I'm hovering over a particular diet. You can use an actual example to get started. Since I have gotten at an item. I might say drop off cough, service. If I want to, I can add an icon in here. It's up to you if you want to do that for each different item that you're putting on the planning database. But you can say that I've added this in. I've got it at this particular dydt. If I come over, I click on these three dots. You can say I can format the date. I want to have the date, and I might want to include the time as well because I have got to drop it off at a particular time. You can also add in a star n n TA1. And that's if you're going to be adding in diets that stretch over a few days. You're going to be adding in something like a holiday coming up and you want to have it go for a feed eyes. I can make an indict as well. Say that I have here, I want to drop it in eight AM and it's going to be in there until 11. I am changed that date format. Now what I can also do, we can add tags in there, and that's just if you want to tag things according to different categories. But I might come in and I'm going to just call this top. Come down to text multi-select. Now I've got this type field. What I can put in here, I can put in personal work, family. And what this does is that when I come in and I've selected what this actual, what this is, I guess the type of task that I wanted to do. I might just drag this one up here. What I can do later is if I want to filter and say just what are the tasks that I'm doing for at-home personal tasks, or what things do I need to do for work? I can filter those out and say just the personal tasks for family and just the ones for work. But then I also have the ability to actually say all of my tasks in one view as well. I've got these details here. I don't think it's anything else I want to add in just at the moment. You can add in things like say you wanted to have links across to say, booking pages. You can put files and media if you're gonna go traveling and you want to upload images of say, booking receipts, things like that. So there are definitely ways you can kind of clicking add a property. You've got all these options here. So common ones that you'll have is might be checking off tasks. Url, say that's for actual Booking page. You might link through to your eBay and Bei. You could have the phone number of the person you've got a ring or a place that you're staying. Files and media convey way you uploading images or other things. And you can also add in some advanced things that you want to have some formulas in. Just some other advanced fields. You can add those in as well. But we're going to kind of keep it simple because we're building this template from scratch. I've got this property here. Sometimes you'll notice that if you add a new one, you've got something you don't really want. So I can click on these dots. Delete the property, and went back to here. And I might say, I don't really need tags because I'm gonna be using that multi-select one over here. Let's have a look. Drop the car off for a service. So we've got our planner. I could just start using this straightaway. I can just start adding in all my tasks that I want. I've got this nice calendar view of it. I can come up to these three dots, come to properties. And I might say, let's turn on the top as well. What this is going to do is that in this particular view, it's gonna show me the name of that task and then also what type it is, whether it's personal or work on there. We've got that one as well. Let's jump into adding a view. Going to add in a view, and we might say we're going to stick to calendar. So I'll just call this personal tasks. Click on Calendar, click on Create. Now that's duplicated that front view that you had. And I've created this new view that's personal tasks that showing here. But what I need to do to actually make this really personal tasks, economists, three dots, then come over and click on Filter. Add a filter, filter here. Then click on the name one and go down to Type contains personal. If you wanted to, you can actually add additional ones. You get have contains personal and contains family. Let's do that now. Got an end. Or we can have an all taught contains Family Guy it, so that's just showing your personal tasks. Now I come up here. You want to say work calendar, Create. Then I'm going to click up to those three dots. Click on filter, filter. Then L top contains work. You can say that we, in this work tasks one, we don't have any work tasks. We only added in that one personal one. If I actually add one, Let's add one in here. A laptop can even add in an icon for here. If it's adding extra time, don't feel obliged to add in the icon. Pick up the laptop for work now and I work to us, this is showing up if we go back to personal tasks, only the personal one. Now if I click on this drop-down again, that calendar view, I click on the three dots over here and I'm just going to change this one to keep the naming pretty consistent. I'm gonna click on all tasks. Now we've got all tasks which shows personal and work one's come down, personal tasks, come down. What tasks showing up there. There you go. That's how you can set up a monthly plan really quickly. One other thing that you can do that we're going to probably show up more in other templates, is that if I go and create a new view this month, we can also set up, we're going to have a list view. Then I'm going to add in filter, filter. We're gonna say the date is honorable for one month through now. Let's just show up and are tasks that are within that next month. Tasks or events, things like that. That's what you can do as well. And you can see that we've got that kind of monthly plan of u, which is the calendar. Then you might also find it's useful to have that ListView be like, Okay, I've got some tasks to do and I've also got some events to do. I might want to check off some tasks or see what I've got coming up. I can also click on these three dots, sort it. And assault by sending. I'm going to have that sorted by date sending you guys. So that's from today going forward. So that most recent one through to lighter ones. That way you can kind of set up a task list and it's just a different view of that same information can be really helpful for just kind of looking at what you've got to do and then also switching across to longer-time, what have I got in that particular view? So that's it. You've set up your monthly plan ready to go. 5. Build Your Own Custom CRM: Now in this class we're gonna go through setting up a really simple CRM to be used for either business or freelance consultant. Now you can use CRMs as a personal CRM and that might be where you want to keep track of friends, family, colleagues, school, university, college, friends. You can put in all the information, both about contact information, but also things like remembering what the name of the dog is, what the name of their child is, what the name of a particular gift the might want to get them. This can be adapted across TO personal CRM. But for this example, we're going to be going with just a basic CRM that you can set up yourself and tailor exactly how you need it, which is one of the great joys of using Notion. Sorry, I've clicked on the ADA new page over a workspace. Click on Add a page, come over. You're gonna call it what you would like to. So it could just be simple CRM, name of your accompany CRM. Then we can add an icon. You can either choose your emoji or upload your own image or icon. I can add in a cover. I'm gonna change these cover. And you can go from the gallery upload Unsplash. Let's go to Chicago. And we're just going to put in a skyline shot. Let's re-position it. Save the position we are ready to go. Now, I always start with these basic page. I click into this area where it says press Enter to continue. Like using forward slash coal out. I like this section for adding in some notes or some prompts for each time you come into the CRM. So that could be monthly targets, it could be goals that you've got. It could just be help text around how to use this particular CRM changing views, anything like that. Something you see every time you come. I'll just add that now, but you just put in whatever one you want. You can change this emoji here. You might want to have a little finger pointing across. There you go. It's one of the handy things compared to say, using a spreadsheet is that you can have these combination of both these powerful databases, but also the help text. And it's set up in a way, I guess it has that more space around it. And also allows you to kind of prompt people on how to use it rather than just throwing them into a spreadsheet saying, I've told you once how to use it, hopefully, you know how to use it ongoing. Now before we add in a database inline, it sits in the middle here. I'm going to go up to the top three dots ellipsis up the top here. You can change the top face around if you wanted to. We're going to go full width is a common one. And we're going to jump back over here. I'm gonna forward slash database. And we've got some options here. We've got table. We can have a board. So if you want to have people showing on the board, one thing to note here is that boards have categorized. The columns are categorized by a multi-select field. So if you do want to have someone that it's like a leads column, contact ID column, a new client column retained to client column. You'd set that up as a multi-select and then you can kind of move them through those columns so we can have a look at that In a moment. We've got gallery. If you are someone who loves the visuals and perhaps your serum is going to have images of people. Then we could go for gallery. Probably wouldn't use list just because it doesn't show information in terms of, I guess people database in the way that you might want it. But we're going to jump back up to table database inline. Then we're just going to say, just call it people for now. We go. All right, so we've got our people. And if I come in here, Let's just add a sample, one. Sample. Now, I can click on open. Now It's looking pretty bare at the moment, Billy sample, and you'll like, if I was actually going to have like a supercharged address book for my clients. What's the kind of information I want? Click on Edit property. I'm going to say I want to get the accompanying nine, which can just be text. So we'll leave that on text. Move this one up. A monument, type these tags out. So I'm clicking on these, these dots here. Come down to delete property. Got Billy sample. He works at a company. We probably need to get in contact by email. So I'll go email, come down to. The text option here, across to email, all that's going to do is make that failed. So kind of validates that isn't actual e-mail address. And it's just going to help you that you can actually click on the email address and it's going to open another page and send an e-mail That's handy at another property. They might be terms that you want to call Billy. Come down to these TextField, come across down to find Billy works for a company that has their own website. I got a text down to URL. Let's add that in. Okay, now we've got some basic details of belly. Now that interaction I'm gonna have the ability is odd possibly I'm gonna sell belly some consulting, some services, a product. I click onto property, I might say estimated value of this relationship come down to text. I'm going to put that across to number. Now I've got an option to say this deal was worth $15 thousand at the moment, it's just a number field, but if I click on a six dots here, come down to format number, can change that to US dollars, say, and that's just showing it as a number. What that's going to help with as well is that I can actually see a title of the column of all these people a little bit later on. Some other things that I can put in, say last contact, come down to text. I'm going to put in a date field. I could put in next contact. I might want to put in some little reminders for when I want to contact someone the next time. I could put a segment in. Segment come down. Now we've got a single select or multi-select. So let's just leave it a single. We could say, say that I'm working in financial planning and unknown know that Billy works in property. I've spelled that correctly. So I can come in, hover over these three dots up here. Property. Let's click anywhere. I know that he works within property. Now, the reason that things like a single selective really handy is that later on I could find just all my clients working with the property. That there is someone who works in finance. Say there's someone who works in the arts, or they work in education. I'm gonna put back to property. But later on, I might want to just say all the clients that within a particular segment becomes really handy. We've got gonna put in a status. Status come down here. And we're going to have that as a single select as well. So let's go through some of the common statuses that you'd have in a CRM. We've got delayed. So I might just be that friend of yours, Cynthia, across the details of someone else and they're laid the contact yet. You might say contacted. That might be the next stage proposal. Send it kind of wanting to get some statuses and stages that I guess you're at a fixed stage. It's not almost like a to-do list of what to do next. But these are ones where it's like, okay, they're lead. I'm working on it from that late stage and then I got in contact with them. They're going to stay in contact and then I send the proposal. Then we've moved them to this stage. And then I've saw in the proposal and I'd become a new client. So they sitting in that stage, then we could put ongoing services. I've moved from that new client stage. We've done all the sign-up. We've got them all on board. Now. They're just an ongoing service phase where we're just giving them ongoing service. That's where you can kind of move them from that laid all the way through. We need some other ones just for all the things that happen in life, like on-hold, they kind of Cain, but for some reason they're not ready to go ahead yet. Interested. I might say actually I'm interested, but can you just contact me and lighter, we've got all these stages. You could potentially even update the naming of these to be like one dot laid two dot contact three dot proposal sent. If you want to have a more numbered list, you can also come over to these three dots for each of them. You might say that lead is yellow. We've got a limited number of colors. Again, a kind of start putting them oranges. Yeah, they're a little cane. Green? Yes, there are new client ongoing service, so they're all grind on hold is not the best. So we're going to put that in red. Red for not interested and contact light or I might just put it as gray. That way. I guess you've got that kind of almost like stoplight kind of setup where you've got from lead to new client all the way through. We've got this basic statuses, everything they've got in here. Now, in some of the more complex CRMs, you can actually have additional databases that might be for say, tasks and notes. And we could use the relation failed, the link across tasks and notes here into additional fields down here. If you want to keep it really simple, you could actually just add in your own task list here. And you would probably put that up at the top and be something that you add new tasks to delete them out ongoing. Something. You could add in additional notes. Minute, with a client. Dog's name is Molly. There we go. I'm just going to add in some random knight says, we're keeping it pretty simple. So we got to put tasks and notes up in this section just here. You can have it in additional databases. And we do have some CRM's that you can download that have those ones will connect it up, but we're gonna keep it that simple, ongoing. Adding additional notes as comments if you wanted to. Or you can add them into this section right here. Now coming out to this front page. Now this is your database. You've got all those fields showing across there. If you want to adjust where these are shown, you can actually click into these three dots properties. I can move them from here. Let's say I want to move those details around. I can toggle on and off. The ones I want to say. I'm not going to put website up here, put phone next to email. And I can probably take the e-mail out as well. Let's have a look. What else we've got. We can move some of these around just so the only saying the fields that you want to, on this front page. Let's add some more of these details in company sample code. Billy, sample.com, put in a random sample.com, lost contact with yesterday. Next contact or a couple of weeks time. Alright, so I've just quickly editing those details. Now. I only got four fields showing here, but if I click on these dots here, I might say, Actually what else are we going to put in here? We might put it in the next contact date. And the status, we're going to move that status rod up. It's a narrowly can say all our contexts are all gonna show down here and that's just in how people view. Now let's add in. So this is how you're just adding all your contacts into by six ARN. You've got them all. You've got to next contact date. Let's have a look at adding some views that make this really powerful. Let's have a look at statuses. I'm gonna set up the view that is just for people who are to contact later. I've clicked over here, I clicked on Add of view, setup contact light as another table database. Click on these three dots. And I'm gonna filter, filter. And the filter. Then I come down to status is contact later. That's going to show me just the people who have this status that a contact later. We can come down here and we could say, let's add another view. And this might be property clients. So people who are working in the property industry. Going to create that as another table view. Now I come over to these three dots. I come down to filter, filter, click that. And I come down to where segment is property. That's just going to share my property clients. Now if I click on this drop-down for views, we've still got this table one, the one that we had at the start, I always click into there. And I might say, or clients can just click anyway down here. Now what we've got is we've got our main, at least if clients. Let's add in another one. Sally. Sally in there as well. Let's give Salia status. She's laid. Now when we come in and actually let's put Sally in education. Now when I come in and I filter it, contact later, you can say that Sally doesn't show up because she doesn't have that status. And also if I got a property clients, she doesn't show up for that one either. But if I added a new view, education clients, I click on those three dots and I do a filter. To filter. The segment is education. Now Sally shows up and it's just a really powerful way of guiding ICA. I just want to say property clients or just want to say education clients. I just want to say people are at a particular stage. I want to say all clients. It's a way that you can have that all your clients in there. And then you can segment them and you can set up segments that might be contacted in the next week. You might have a segment that's set up to deals for a particular value. You can also have things like this. The bottom of your database. So I'm just going to put a summing. They're actually add up some of the figures that are within that column. It just takes a second. You can say that's the sum of the estimated value of the actual clients that I've got here. Shows you about how to set up a basic CRM. We've got the details in here. You can say that we've got some notes on Belly's record. We've got all the details we need front and center and we can set up those views according to what we need. Hype that helps you get started. If you need any additional help, you can download some of our simple and more complex CRMs. 6. Build A Meeting Template: Let's have a look at building your own daily standup meeting template within notion. This is gonna be set up in a pretty simple way. And the main structure of a daily standup meeting is what did you work on yesterday? What were you work on today? And are there any blockers? So we wanted to have it so that someone can have that standup meeting. And it's like, okay, let's have a look at what this particular team member is working on. Let's say what they did yesterday, what they're doing today. Any blockers have some discussion, added any notes, and move on from there. Okay, so what I'm gonna do here is I'm just going to type in daily stand meeting. Just go on over to Workspace and click on Add a page. Let's click on Add an icon. Just put a Smiley face for now, let's add a cover. Change that cover. Then I could just type in meeting or even better upload a meeting picture of your actual team. Make it personal. We've got our daily standup meeting. First thing that I loved doing is either going for forward slash for any notes. Notes about using this, obviously you would make something different. Otherwise, coming down forward slash toggle notes. What you could do is sum, know about this. If I click this toggle, I can click and drag this up and in. It's up to you what option you like better whether you want to have the call-out texts and if you've got a lot of texts when someone first comes onto this page, I might not want to have to read all of this every single time. So that's why you could put that into a little toggle that drops out and it's just got that single line on there. Now what I'd like to do first to come up to these three dots will go for full width. We can change around the top face up here as well. Simple to do. But we're going to add in a database. So forward slash database. Now, you could add this in as a table. I'm going to actually add this as a Board database. Adding that as an Inline database. I'm going to call this updates. Let's look at the anatomy of the actual updates that we need to have, the data that we need to have in here. You've got these cards showing here and it's getting sorted by a status at the moment, we're going to update that as well. Let's just click into one of these cards. You've got a card up the top here. This could be away. He said, if someone, let's just have a single sentence to give us an idea of either how you're feeling about the work that you're doing or whether you're on track with your project or not. I could add that as the actual text at the top. You could also have them adding an icon emoji for how they're going at the moment. We'll just put mildly happy on here. Let's go down and put in some more detail. So at the moment we've got a sign for a person and we've got status, which is a select failed in here. So we're going to add our name. Let us start with today's date. Text. Click on date. Drag that one to the top. We've got today's date. This is sine one. I can actually change that to the owner, the owner of this particular card. Now, I'm going to take this status. I want I'm going to put in I'm gonna put in some text is what did you work on yesterday? Over here. Then? What will you work on today? Is just gonna be text as well. And then we can have any blockers. Now this, This any blockers could be either a text field. You can put any blockers. We might put it actually as details down the bottom. You can actually add it as a select field. You could say yes or no. Put that in there. You could put in some sections around whether people need help from other people. It could be that they're requesting help from another team member. That's up to you as well. So let's just add in some quick data aisles here. The inner gonna be Maine. Piaget calls yesterday, entered a new learning plan. I've got no blockers showing them. I've got these updates. So you can see it's showing no ins status. We can click on these three dots to hide that kind of any of these statuses that don't have an actual I-naught. But I'm gonna come up to these three dots. I'm going to go to the group section. And I'm going to group it by INR. Say if it hasn't already been grouped, I'm going to group it by owner on there. I can't hide in the groups and I can color the columns if I want to as well. You can see here we've got these updates showing we've just got the on track and the name of the person. If I come back to these three dots, click on properties. I want to see what did you work on yesterday? What we work on today, any blockers now, what you can do What do you work on yesterday? Let's bring that one up. We're going to leave that block is in-between because just visually, now when you're actually in the meeting, we can take out this owner because it's got a side Ionic column. Now what we can say, we might actually put today's date on there as well. You come in here and you say rich on this date was working on here. It doesn't have any blockers. Was doing that is today, no blockers and working on this today, I could add in another update for someone else on your team. Behind. Let's assume that was someone else. We'll add in another update. All your team members are going to show across this page here. When you're actually in the meeting, you can show you these page and it's gonna show all the team members. And they can just read out the data else and give further explanation around what they've been working on in the meeting. You can even click into that. And so it's like Rich is on track. Maybe there's a manager saying, What do you work on yesterday? What are you working on today? I might give some suggestions. Team about two dot, dot, dot, dot. I might even go, Okay, I'm gonna put in a forward slash to do an update. We want to manage on like that. Then I've given my update. We've got some notes below them. If you haven't gotten actionable to-do that can be crossed off later. Once the update Spain done, you can have this, I guess visual way of AMP to say what HE, your team members is working on. And as they giving that update, you can kind of click into that. They can kind of read that out, gives them background and then you add in the additional details below here. Now, one more thing before we wrap up building this template is you can add in particular views. What you commonly have. We might leave it, put this on for board. Today is uptight. Click on Create. Then we come over to these three dots and you come down to filter, filter. Its way. It today's date is today. Because I use tomorrow's date. Nothing shows up here. Even come here. And I'm just going to group that by. Again. This one is empty because I've done it for tomorrow's date. And this is going to be all updates. That was just that initial one that we did. I got to all updates. It's showing because it is tomorrow's date, it's showing an old updates, but you would generally have this today's updates. You might even put something like out of you. This month work. Create. Then click on the three dots filter, filter. And then today's date is we're going to have is after one month ago. That's gonna show it from one month ago I forward. So that's showing that last month. So you can just play around with these filters to find the exact one. And maybe it's within this is probably a better one to actually within the past month. This month work is within the past month. Today's updates. And we've got O updates showing here. So that's a way that you can kind of keep adding in. Those staff will come in here. And in those new updates for H day, then you speak about them in the meeting. And then it just gets updated and you just coming in to today's updates saying all your stuff Updike, going through that mating, adding in extra details to-dos. And then you can still go back and have that reflective overview of a particular staff member and all their updates for the last month. 7. Build A Social Media Post Planner: This is gonna be a fun one. We're gonna be setting up a social media post planner within Notion. So I've come over to Workspace, clicked on the plus button at a page media planner pair. Let's add an icon. Click on there. Let's just tap in post, and let's just put a postbox at the top. We're going to add a cover image. I'm going to change this one. Let's see what comes up. If I put social media, let's just pop this one. N. There we go. We've got the basics for the social media posts planners. So I'm a fan of clicking up the top here forward slash, either use the call out, one for some, some notes to read. But if you do have a lot of notes and you don't want to have all these notes take up this whole page every time you come into this planet. Another thing that you can use if I click down here forward slash, toggle, the toggle list, I'm going to add that in. Let me play it on nights. In that way you can say, first do this, then this, and you're adding those details. You might add in say, a Loom video of how to use it. All these things. And then I click on the toggle to drop it down and then you just drag it on in there. You can even drag this in. Then my plan and night sit nice and neatly at the top, drop-down and say how it works, come back up. It doesn't take up too much space. You can do some neat little things like hover over that. I might bold it. Come over text color. Let's just turn it pink, y naught. There we go. Another thing that I like to do is come up to the top right-hand side here. We can change around the top face that you're using on this planner. I always click on the full width just to give you that more information showing on the page, you could add on small text if you want to show it even more. The basic details of the top of the page for the social media pies planet, the next thing we're going to need is content calendar. So I click below the plant and notes. I might just add in another space, forward slash database. We've got some database options and inline, which means we're just going to grab like a big table, the database. And we're going to put it into the page. We don't want it to be the entire page, we just want it to be inline embedded in the page. I'm gonna come down to calendar. Let's just call this planet. It's probably not the best because I guess you're not really posting every way, but we'll just call it Place planner. For now. Now we've got our basic plan or showing him, I could even take this one off. What we can do to actually set up the fields that we want. Let's add in something that we want to post tomorrow. So we're going to add in item. We've got a new site where cafe and we want to promote a festival that's coming up a list of all prime, I will call this. Let's go through some of the elements of what we might want to put in hand. Now it's up to you what you want to include. You can put more, you could put less. First thing we're going to add in is this text field. That's fun. We'll call this title slash caption because on some social media platforms it is gonna be the kind of title and others it's gonna be the caption shown below a photo. We can put in alternative titles as well. If you've got some some people are like, I'm not sure about that, not sure about that. Then you can add in some alternatives as well. Let's leave the date. We might actually just change this date field to postdate. We can also format that date. We're going to include the time on there. We don't need an N time because it is posted particular time on one particular day. We've got a post date and time. We can have tags showing here. Gonna leave that one in there. One of the most important ones is gonna be the media that is attached to it. We hover over the text here, falls a media. Let's move that one up. I've got media there. Now we've got some statuses that we're going to add in. Now, why do we need statuses? Because come down here, text. Try not to do two things at one time. Status is a really important because you might have some ideas for posts. You might have some ready for approval. We might have approved ones. We might have scheduled, posted. So status is very important because then we can filter these view of this whole calendar and say, okay, what are the ones that we've approved? You might have a meeting and you got the idea is that we've got which ones are approved and we approve a whole lot of different posts. You might want to just look at your calendar and say the ones that are approved or scheduled posted. You could have a look at your calendar with the view of which ones are being shuttled posted. Then you can say perhaps the last few months get a visual idea of what's being posted on your social media posts. So you've got scheduled posted. Let's save what we're going to add next. Next one is the type of Paste. Now we're gonna come down and we could have you say there is a select or multi-select safe, these types of posts that may overlap. You could use multi select, but I'm going to add in as a Select. Now let's go through I'm not going to get through all of them. They are actually all included in a template that we've got over on template road.com. But the type, suppose we've got some primary post. Maybe you've got, if I parsed frequently, I'll re-post from a different time. You might have a pro tip. Might have behind your business. You might have some, you might post a GIF some way. Maim white boy by putting them all in. But you can say that we're putting in a whole lot of types of peice. And that way we'll be able to visually look back over the month and go, okay, what types of posts are we posting a lot off and we can also look at posting engagement and see which ones are working better than others. We've got that added in there. Let's pull this one down here. We've got another section where we can say where. Now this one come down to text choose multi-select. This is when you start typing in say, Facebook. Tiktok. Blinked. This is where you can put multiple options on here. So you might post to a lot of different platforms and this is where those titles could come in as well. So you've got the main title, it might be on say, Facebook and then an alternative total for LinkedIn as well. We could put in here location as well. He wanted to. You could put the location of where the image is going to be. Then we can have this one post engagement. Now this could be say, a number if you wanted. You could also have select option on here. We might say cold, warm, hot. Let's just go through and add in some details and then I'll show you about how this is all going to work together. Local festival. These are gonna be terrible totals. So bear with me. Let's upload that in there. Put some tags. Hashtag. There is a terrible ones as well, but that is fine. Scheduled posted type of post is a promoted post. Postdate is going to be Friday at five PM. We're going to post it on Facebook, Tiktok, LinkedIn. We can put the location. Borrowing by engagement is going to be added in later. After, say, a month. We might do a retrospective, have the actual social media accounts open. And then based on your followers and typically engagement, you could go through and write H plus on the top of engagement. Then we're going to come across to this page. But this festival prime i, I click on these three dots here, come two properties. Now, what do I want to display here? I could add in the alternative titles. I could add in the media that we're going to have there, we're going to have the type of post. Maybe where to place. We've got that one. Then we can add in another one. This one might be lunch menu. Add the media in my use the same one. This one could be for approval. This type of post is it might be a behind the scenes. Plus dydt is going to be on Saturday. I can include a time off. I am opposed. Will just post this one on just on Facebook location. And the engagement we can add in a later. You can see that we're starting to get our calendar happening here. We can say a brief little snapshot off each of the items. What's gonna be included for it. We can also click on them, drag them around. Z might say, let's have a look. We've got a kind of primed my one. We've got a behind the scenes. Let's try not to like have them too close together so we can kind of move things around. Now let's have a look at some of the views that we can set up. I might add in a view. This is also going to be a calendar view. This idea board, create. And then click on these three dots. And then I'm gonna filter, add a filter to filter. Come down and the status is. Now, you could also have the idea board include how to filter or status is for approval. So it might be that you've got some ideas on your ID board and this some that have kind of move forward to that for a peripheral stage. So you can have multiple filters on here. If you want to adjust ideas, you could remove that filter as well. But we're going to have both of these setup in the filter. You can say there is that lunch menu one, we come up to these three dots again, click on properties. What are we going to display it on the front? We can have the media displaying on alternative titles. We can have tags. If you wanted to type a post way to post, I will say the tags out. We've got that ID board section. You could also, if you had just filtered by just the idea, you could also add in a view. Have this for approval. Calendar create. If I come in, you can see that I've misspelt that. You can easily just come in and change that around. So for approval is going to have those three dots. Click on filter and filter. Then that status is for approval. Now, this we might add in another one. We'll say this is scheduled. Stood. We're going to use that calendar view again. Create. Click on those three dots. Let me click on Filter, Add Filter. Then we go status is scheduled at posted. What we've just done there. And if I click up here, one last thing I'll do before I explain that is that calendar view is actually everything. So we might just say This is all posts, that top one. So you've got all posts. We've got that idea board. We've got the four approval and scheduled and paste it down below here, this ID board. Let's go into there. We can say that we've got one on the board. We might have another one, another post. That's in the idea stage. I will say that this is going to be a GIF. We're going to place that you spot's. Just put some basic details in there. This is our ID ball and this is where you can put it in a whole lot of different ideas for how you could fill it out. Then perhaps you can see that I come over to for approval. I've just got that lunch menu one for approval. If I come back to here, I click on this and I'll move this across the four peripheral. And from this idea is board. That's actually now the idea is bought, also included that for approval. So let's just make this a little less confusing. Taking that off. Now you can see the ID is board is just showing the ones with that satisfy idea for approval. Now has two Pi that is showing here and then scheduled posted ones. We'll show it across here. It just shows how you can have that same database with all your posts showing. Then just turn this filter off. There's all outposts. Id is scheduled for approval. Everything's showing on here. But then we can click up here and go, okay, our board, here's the ones that idea. Here's our posts that are just new ideas that are showing here. Then we've got to have for approval posts. Once those go from being for approval through to schedule posted, it comes off here. And then it'll move through to this view over here, which is scheduled posted. You can say that that's gonna be what we can look back on. And then you would click in here and say, actually engagement for this was warm and engagement for this one was cold. You can see we've got this. We don't have many fields selected. So if I come to Properties, I might say post engagement, I want to just have the basic details of the image, the title, and also what that post engagement was. We can start looking at this and going, this price didn't go that well, this one went well. It's just a way of kind of having that retrospective look at what's working and what's not working. Hope that gives you a good idea of how to build out your social media posts planner in the most simple way possible.