Transcripts
1. Intro: Come to my new
course on schedule. I'm happy to see you here today. We are going to create
a notion template, specifically a notion
habit tracker. Why did I decide to build a habit tracker for
my schedule course? Well, first, habit
trackers are among the most popular notion
templates on Google alone. I think that search
term has a volume of about 30,000 searches per month. And that's a lot if you know me, if you know my work probably
already encountered my habit tracker for my habit compass 2.0 Soon
there will be a 3.0 version. So the updated version, I am a notion template creator. In the last two
years I've created about 30 templates and I earned a nice side income with the creation of
notion templates. But to be honest, I'm a bit of a critic of the notion
template market. Because I would say that in 95% of all cases
people buy a template, they duplicate it
into their workspace, and then they are not using it. Why are they not using it? Well, easy because
it's too complicated. In most cases, the template is a system, works for the creator. I'm creating as a
tender creator. The system I would
like to use in Notion or mostly the system I'm
already using in Notion, but then the customer you
encountered that system. And in most cases it's not
really working for you. It's really working for
the way your brain works. It's not really working for your approach to make it work. You should be able to
customize it to your needs. But now that's the pain point. Most users are not
able to customize because they're not so
well versed in notion. And that is actually the thing I want to
address with the course. I want to show you how to build a template for yourself or
if you use my template, so you will get a free
copy of it later. If you use it, you should at least be able to customize it, to change it, to edit it, and to make it work for
the way your brain works. This is not a beginner course. You should at least know
the basics of notion. There are tons of courses
about that, on scales. If you already know the basics, if you know how to
create a notion page, if you know how to
create a database, well that's the right
course for you. In the next minutes, we will go one step further. You will learn, you will learn how to connect databases
with relations. You will learn how to
create a notion button. You will learn about creating templates for recuring tasks. You will learn about
notion automations. Yeah, after that course, you should be able to create your own notion templates and
create your own workspaces. I invite you to use my
habitat as a basic, but yeah, I advise you not
to just duplicate it into your
workspace and use it as I have presented
to you, please. That's my goal with that course, please learn how to
edit it, how to use it. And of course, if after that course you still
think you need some help, feel free to hop on a
consulting call with
2. Information about this class: For the start. A small caveat. This course, courses teaching
you how to track habits. You should know the
basics about that. And there are, of
course, tons of courses teaching you
exactly that on skis, share generally the principles
I'm using in my template. They are based on James
Clear Atomic Habits. That's the Bible
for habit tracking. But of course, there are a lot of books and courses
about habit tracking. There was a study, there
was a study in 2009, I think was the
University of London, that showed that
people on average, need 66 days to
create new routines. They had to do, they had to do certain routines every
day for six to six days. So to make it stick, what
do I mean with that? Well, if it sticks, you do
it in an automatic way. It's like, for example,
brushing your teeth. Hopefully you're doing
that in the morning. You don't need any metal
capacity to do that. It works automatically. Probably. You have established certain other routines
in the morning, during the day that are Yeah. Imprinted into your
body, into your mind. The important thing is, for habit or for routine, you don't actually need
to use mental capacity. You don't need any motivation
to do them because they're working in
an automatic way. The challenge is actually
to get to that point. As I told you before, you need about six to six days. Of course, that's just the
average for some habits. You can establish them in
a much shorter period. If it's something which is really hard for you or where you have a lot of resistance, you probably need a lot more. But the best way to
get to the point where some habit becomes
automatic is to track it, because that makes
you more accountable. And it gives you also
visual feedback. A notion is a really
good app for that because it allows you to track, It allows you to build
the customized systems. And one of the best
things, it's free. In the basic version, of course you can pay for it. But in order to build the habit tracker I'm
showing you in this video, you actually don't
need to pay for. Of course there are
some functionalities like notion automations or notion I that would
require a professional plan. But to be honest, yeah, in most cases that's not really necessary as long as you're
not working with teams. But if you're using
notion as a single user, that's actually not necessary. For example, you can even
replace notion I with ChechBT. Well that's, I think,
enough for the intro. It's probably time to dive
into the notion template. Let's open notion together and we show you the template first. And then after having the walk through
through the template, we are going to
rebuild it together. See you in the next lesson.
3. Template Walkthrough: Vision Area: We are in the dashboard
of the Habit Compass 2.0 I will give you a short tour through
this template in this video, when we, when you start
to open this template, the first thing you will
see is the vision board. In a vision board here we
have three is areas created, fitness and health, mindfulness and happiness, and
money and wealth. With a single click, you can
create more vision boards. You can create as
many as you want. Of course. What do you do when
you create a vision board? We click on, we give it a name. What didn't we use, let's say social life? Now we have Yeah, the statistics because visions are linked with the habits. But more about that a little bit later than the habits stats. That is linked relation with
the analytics database. Yeah, we want to
add a statement, well let's add something. I want to have a great friend circle
and a powerful network. Yeah, that's it. Actually what we can add as
well is a cover, for example. So something that aligns
with that vision. Let's change that cover
and we can go to, you can, of some of the color gradient templates
provided by Notion. You can use some of the
James Web telescope. But that's not fitting
for social life patterns. But what I do is I'm going
to splash and then I choose, then I type in some keywords, for example, what's happening when I'm typing in social life. Yeah, friends group, that's
good. Let's have a look. Yeah, it's a little
bit generic one, but let's take that one for this example group of friends. I think that's good
enough for our purpose. You see we have created a
new Ish in the vision board. You have the Gallerviewn,
there's a table view. That view because
when you want to add something or change anything, it's easier to do
that in a table, not in the gallery, But
for a quick overview, I think the gallery
view is best. What is that habit
ideas, property about? Well, we're defining
visions, for example, fitness, wealth, money, wealth, and mindfulness, and happiness. Now we want to
define habits that could help us to
reach that vision. If I want to build
an athletic body, yeah, I should get good sleep. I should walk more, I should exercise
more frequently, I should eat a balanced
diet and so on. The same, we can actually
write down for social life, we can define some habits
we want to track for our social life that
feel that property. It's not necessary
to fill it out. But if you're actually not
sure which habits to track, it makes it easier to
actually get an overview. What is actually
important for you? See I actually, you could use
I to generate habit ideas. If I click here, What's Happening Notion
wants me to pay for. Unfortunately in this account
I'm not paying for I, I cannot shoot it now. But of course we can
define something manually. For example, reach
out to friends, go to meet ups, look people in the
eyes, and so on. Okay, that is the Bish. Maybe one last thing. You see
the bishions have an icon. We want to actually add an icon. We click here, that's
now in the Mochi, but we want to have an icon. The check mark is actually
the one we want here. I think that was this
one check mark circle. Now as a color we choose black. But of course, feel free to use any color that is
looking nice for you. Okay, that's how we set up
the visions in this tablet. Now we continue to the
core of this tablet, the habit tracking area.
4. Template Walkthrough: Habit Tracking: That is the habit tracking
database. How do we use it? Well, you could manually
click on the database, write down the name of
the habit tracking, and then, yeah, it's
automatically today, the date. And then you simply click on Check when you've
done it or you leave it unchecked if you haven't done the habit on a given day. But that's a bit cumbersome, most people want to have something that works
easier for that. I've created buttons, you can
simply click on a button. For example, add habit one. And it habit with
the name habit one. Then you can check it
here in the database, or you use the button
below a habit one, check, habit one, we check and it is checked
in the database. Of course, the name
habit one, or habit two. Habit free. That is
just a neutral name. In most cases, you
want to change that to the habit
you are tracking. For example, meditation. Maybe a quick explanation
how this is working, how the button is working. Because buttons are
really useful in notion because with
buttons you can actually automate
a lot of things without actually having to pay for the pro account
because the pro account is enabling you to
use automation. But if you are not
using the proc, like 9% of all notion users, you cannot use automation. But buttons can
actually do a lot of things that you could do
with automations as well. They are good alternative
for all the free users. That is the reason why
I've included them here in the template
and not automations. How is the button working? Yeah, first you give
the button a name. Let's say Meditation
is working now, you can also add an icon, I icon the blast, or you can also use Mochi. But let's keep that
we have already here. Then you define what is happening when you
click on the button. In our case, we say add the
page to the habit database. Habit database. That
is, this database here. You can say, we want
to add a template, but in this case, no, we don't want to add
any special template. Now, what is the name of
the page you're adding? Well, we say the preconfigured
name is habit one. But of course, we want to use meditation that change
it to meditation. If we create a new habit, it should be
automatically linked to the habitats database
because that's where we actually
do our analytics. It's connected to habit one. But let's change the
name of habit one to me. Meditation changed it Go. We have connected this, it is connected to its
fitness and health. Maybe we have something
that is fitting more. Let's see Mindfulness
and Happiness. 1 second. Discard fitness and
health from the. Okay. Now let's delete it again. Now if you click on
our updated button, it's creating a
meditation habit. The date is again today. Now we can check, check it. And it's connect
with mindfulness and happiness as missions. And with the meditation
habit in the habits yet to do the same
with the habit, you want to up to meditation
first in the title. How is that working? When the button is clicked, we don't add a page in
the habit database. No, no, no. In this
case, we are editing a page in the habit database. For that, we filter, of course, the database because we don't want to addit
all the pages, just a specific page. In that case, we want to add pages where the
name contains habit one. That is preconfigured,
we change it to meditation that is
very important now, the created time is today. Otherwise you will update, you will check all the meditation
pages in the database. But of course, that
would actually destroy your past record. You wouldn't be
able to see, yeah, on which dates you actually
checked or unchecked a certain habits you want to make sure that
created time is to date. Then we check. And
is it working? Yes, it's working. Of course. You do that with the
other patons as well. It's working the same way. Perhaps you want to
add more habits. What are you doing in this case? Yeah. Simply duplicate the
button, then duplicated. Create a new row. Duplicate that as well. That comes here below. Now we need, of course, to update the name, because it's still called habit three. Yeah, we can now call it
habit four or whatever, or whatever you are
actually tracking. On the right side
of the section, we have the button
Add All Habits. I'm clicking here and now we see habit 321 are created at once. We can check it at once as well. That's useful because
when you start a day, you don't want to click on 123. That's a bit cumbersome. It's much better to
click here and just add all the three or
four habits in the bulk. Often people forget to add
the habits in the morning. That is the problem
with buttons, they are not fully automated. You understand you still have to click with an automation. You wouldn't need to
click because then there's a new day and it would automatically create new habits. But in that case,
you have to click and some days you will forget. That's of course, not a
tragedy that can happen, but I think it's not very
elegant, to be honest. I wanted to have a
solution where a habit is appearing automatically in
that database on every day. Every day. You want to track it. We don't have automations. How can we do that
in a database? Well, we can use a template
database recuring template, Maybe you fear about it. It's often used for creating a recuring tasks
in the database. But now we use it
for curing habits. We click on what is it, an arrow in the blue box. Here we have separate templates already created.
That's our habit. One we change it first, we change the name
to meditation. To set it up correctly, we vision, delete vision and health and be connected with
mindfulness and happiness. Okay, now we're ready to go. We have the meditation
habit here. We can actually state
that this template should be created in
certain time intervals. We say repeat on, then we can say repeat yearly. Okay, that's not often enough. We can say repeat monthly, still not often enough. Repeat weekly, that's this, but more about this later. Repeat daily. In most cases, you can say
repeat daily is enough, is the best option actually. Because as I have
mentioned before, when you want to make a habit, a routine in your life, you have to track it
every day, track it, You have to do it every day on average for six to six
days in some cases. In some cases you even have to do it for a
longer time period. You want to do it
and check it daily. In some cases there are, you should not do daily habits like for
example, working out. It's always recommended to have some days off
to take a break, let the body recover. Maybe there are some habits
like work related habits you cannot do on the
weekend, repeat daily. That would mean, yeah, you create a habit every day, but on certain days you can actually not do them
or you should not do them. Then it looks like, okay, you're not on the
streak. What can you do? Well, we use the weekly view, now you see that's
really beautiful. You have the weekly days
from Monday to Sunday. Now we just simply
decide on which days we want this habit to appear. Let's say we want to have the weekend off,
Saturday, Sunday. Yeah, this way that's, I think, the best view for actually specifying when
your habit should appear. You can also say it should actually be created
a certain time period. I think in most
cases it's okay when it's getting created
at the beginning, at the very beginning
of the day, we safe. Now, the meditation habit will be created every
day in the morning. And then, yeah, you simply
have to check it. Okay.
5. Template Walkthrough: Daily Rating: Let's continue our walk through through my
habit Compass template. The next section, that's
the daily rating section. Yeah, as the name suggests, you can rate your
days 10-1 here. First, before you start rating, you have to add a
new today's entry. That is done by clicking
on the button here. And then we simply rate 10-11 is the lowest
and ten the highest. Let's say for today, let's give it a nine. And you see you have three
different views here. The first is, you see the
ratings of the last seven days. Then you see the ratings
of the last 30 days, and then you see the
ratings of this year. You have the median at the
bottom of the database. That way you can see how you actually rate
your days on average. And you see that for this year, for the last 30 days or
for the last seven days. That is the rate day
section of my template. That's it. Now we come to
the analytics section.
6. Template Walkthrough: Analytics Area: And lastly, we have a look at the analytics
section of this tablet. The analytic section is very
important because analytics, they give you feedback about
your past performance. You can, for example,
discover trends. You can see at
which time periods you have struggled with
checking your habits. And this way you might
find solutions to improve your habit tracking
routines in the future. How is this analytic
section working? Well, we have here the free habits and the one
we called meditation before. Of course, you can always create more habits if you
need to do that. If you say you want
to track 123 habits, then you decide to
track a fourth habit. You first create that here
in the habit tracking area, and then you have to
create it here as well, so that it can get connected with the habit in
the habit tracking area. When looking at the database, it gives you quick feedback. So you see the annual activity, your monthly activity, and
the weekly activities. So far, we haven't
done anything. But if we now check
the meditation habit we have created previously, let's check it then. It will update the
statistic as well. We have annual activity of 89% the monthly activity of 100, and weekly activity
of 100% as well. Of course, yeah, that's
the way it is working. But of course, maybe
you want to have to dive deeper into
the data for that, I have created template. It's called Analytics. And if we click here, we should see there,
Is it coming? Is it coming? Let's
see. Yeah, here it is. That's the habit
tracking database. You have three different views. First, you see the view
of the last seven days, 30 days, and the
view for this year. This way, of course, you can create more views
if you need to do that and adapt them to your time periods. That makes sense for you. This way you see your
habit tracking performance in the specific time periods. Of course, again, we can
now say, for example, percent checked to give you quick feedback, percent checked. This way you can
dive into the data. You can see tack it which days, for example, failed
or didn't fail. After seeing this template, I think we are ready to go to the next stage. And
what is the next stage? While the next stage is recreating this
template in notion. Let's see you in the next lesson where we'll start with creating the databases of this template. Will create all the databases
we need for this template. And then in next stages, we will recreate each section. You see you soon in
the next lesson.
7. Building Notion Databases: Are you ready? Let's
create the Habit Compass 2.0 from scratch.
How do we start? Well, first we change
the width to full width. We give the page our new
notion page a title. Let's say Habit Compass. Now we start with an empty page. Good start is actually to
have a page four database. Why? We just to have all
the databases in one space? That makes it much easier if you want to search for a
specific database or you want to change something
in the database to know where actually the original
of the database is located. Let's create all the databases
we need for our template. First we do it by
database and in line, and this one we call Visions. We continue with habit
tracking database, we get a database for
our daily rating. Let's get one for
analytics. And that's it. We have now the databases
and now we can continue, we go back to our main page and continue building our template.
8. Building the Vision Board: On our main page. Now we link the databases from the
database page. How to do that? We type in, then we type in
linked view of database. Now we have a selection
of databases. Now it is important
to use the right one. Here we have the
Visions database, but that's in digital products. That's actually the
original database of the template I'm selling. But we want to have
our recreation. The recreation is in the
sandbox folder, is this one. Let's click here. Yeah, here
we have the vision database, we can remove that. I will also remove
the title here. We can start by adding some visions, for
example, fitness, I would say mindfulness, let's say we actually
we don't need. I would add that
property and change it to a field, not a tax. And here we can
have our statement. We call it our statement. That is it basically
for the moment. Later I will show you how
to beautify it a bit. How to make this template
more attractive. But in the beginning,
we just want to create the raw structure
of this template. Let's continue with creating
the habit database.
9. Building the Habit Tracking Area: Let's create a habit
tracking area. Again, we create a linked
view of a database and we use the habit tracking database in our sandbox here. This, Let's remove
the title again, because I think it's
a bit annoying. Yeah, first habit, let's say jogging and
maybe a second one. Meditation. The third one, Yeah, let's delete that for now. I don't need them here
as well. We add it. I would change that
to date. That's good. We add something more, maybe a check box is necessary. Then we will add a relation. We are going to relate it
with the visions database. Shown visions? Yes, a relation. Now, the relation property appeared here in the
vision database as well. If we say charging, we want to link it with fitness. You see now charging appearing
here. It's meditation. Let's say we are going to
connect it with mindfulness. Good. The name we should
change it to Data, of course. Yeah, Let's make it
today today, 14. 14. Good. That's it
for the beginning. What we want to do now
is adding buttons. Before we do that, let's create the next section,
the rating section. Again, I create a
linked view of database and dating. Where is it here? Deliting in the set box deli
rating. We remove the title. Again, this is actually
a pretty simple now. Yeah, there's the, let's say a node because it's
actually our text field. We can remove or we cannot
hide the name field. The first field or property for that
database is actually not necessary to give it a name
because it's a daily rating. So we want to have on the
top actually to have a date, but we can still
use them property, for example, for field, that's what we're doing now. We can move it a bit in the
background that we have, for example, the date
in the beginning. And let's create a new
date property here. Here is the date property. Then we get the rating area. For the rating, we take
the number property, be called daily rating. We don't want to have a number. I think it's more beautiful
to have a bar or ring. Let's use the ring in that example goes
to the background. Let's say that, that yesterday and the
day before yesterday, we want to have actually
today on the top. Let's change the sorting
now it's ascending. Let's say descending Now, November the 14th on the top,
that's the daily rating. Then later we create buttons, will connect the database
with each other, and I will add some
formulas for calculation. Then we are going to
create tablets later. And lastly, we are going to
beautified tablet a bit. Let's continue in
the next video.
10. Building the Analytics Area: Lastly, we are creating the analytic database
or any section. The database is already
created in the database page. Let's create a link of
database and say Analytics. Here we have sandbox
and Analytics. We remove the title. What we enter now here actually the same like in
the heavy tracking database, choking and meditation
meditation. Why do we do that? Actually,
the analytics database, it's a aggregation
of all the entries you have in the habit
tracking database. Inside that meditation field, we will aggregate all
the meditation entries of the habit tracking database. We do that by
creating a relation. Again, here's the relation, or if you don't find it,
just type in relation here. Then we search for the
analytics databases here. Select that analytic database
and say shown analytics. Show, Show both databases. Yes, we want to show it on
both databases. A relation. Now we can say Cho is
related to O and meditation is related to meditation, is it? Yeah, sometimes it
needs some seconds. Again, we can delete that. Blank anchor here. Yeah, that's our analytic data. We can now add another
relation roll up. We added the Ta entry or tag
property here and say we will have a roll up type roll up in relation with
habit tracking. What do we roll up?
Actually the check box, we will say, yeah, let's calculate the
person checked. Good, that's everything
for the moment. Now, in the next step, we are going to
create buttons for the habit tracking and
daily rating databases.
11. Creating Notion Buttons for Adding Pages: This video is about
creating buttons. In notion, buttons
are really useful because they allow you to
automate a lot of things. In Notion of course Notion now offers automations,
database automations. The problem is
that they are just available in the paid
plans of notion. 89% of all notion users use
probably the free plan. They cannot use automations, but for them, using buttons
is a good alternative. They're not a full automation. You still have to
click on the button, but with a single
click you can do a lot of automatic
tasks in motion. That is, of course, a time
safer for habit tracking. We want to have two buttons. One button for adding the
habits and one button for checking the daily
habit. Let's do that. Let's say button we call say. When we click on the button, we add page two database. Select the database again, it's habit database
in the sandbox, let's say with the click
on this button, we are. Yeah, we are adding a bit added another property that is actually crucial
because when we add jogging, we want to connect that
habit with our analytics. We want to connect it with the analytics database
and with the entry. Jogging data is aggregated
in the analytic database. New, but Na needs the title to make it more
beautiful. We add an icon. You could also add
Mochi, what you prefer. Of course. Yeah, we
just use that icon. Let's say we want to
have some adding icon. Maybe a or do we have something
here that is attractive? Or maybe plus heavy.
Let's use that. Plus, I would like to
have the green color. Okay, Then we have
created our first button. I will now duplicate that. Do a second row,
three rows here. Maybe we use three rows here. Now we change that
one to meditation. We say the name is
Meditation Meditation. Okay. In analytics, of course, it's connected to not with
jogging, with meditation. For the third one, we say
we have now two habits. We want to have, maybe a button that is adding all
the habits at once. What do we do first? We say we keep that, We changed name to add all habits when button
is clicked well, we add a page to heavy tracking that is called hogging and connected to the chogging entry
in the analytic database. But now we add another step. That steph, we add a
page to heavy tracking, we add a page to heavy tracking, then we call that
page meditation. We want to connect it with, yeah, the analytics database
and meditation entry here. Let's delete that. Maybe
let's delete that. Now we test it. Add
all habits we have. Yeah, the two habits and it's connected with
meditation and king. One thing we need
to change the date. Today it's empty, but
when we add a habit, the date is
automatically change. In the button we have your name, any added another properties. Let's say date today. We do it here as well. Date today. Here we do it two times as well. Day today, good. Let's let it again. And let's check it again. Add all habits. Now we
have the date of today. It's connect correctly. Let's test that one
other meditation entry. Click on it. Choking entry. Yeah, that is actually
working perfectly nice. Now we continue with
the daily rating. We add a new button here. We say page a day database is daily rating. Now we have the name property. Well, we can keep it empty because that's actually
just an area for nodes. Of course, we want to have
the date. It should be. Yeah, that's it. Actually, we don't need to have
more add a new day. And now we have a
second entry for today. But of course we
don't need that one. How do we rate the
days for that? We create a new pattern. We call it rate ten. Yeah, we can later give it
some Emochi or an icon. We can add an icon or Mochi, but let's continue
with the buttons. We say rate with ten
and we added a page. We added a page in the
data rating database. No, we don't want to
add it all pages. We want to say when the date
the start date is today. It's important to
add that filter in order to only add the
entries of the current day. Otherwise, you will always, um, yeah, edit or rate
the whole database. And of course it makes
no sense because then all your data has the
same rating, right? That's it, actually. Oh,
no, I forgot something. The most important
thing actually, we want to add a daily rating. You want to add a
daily rating here. Rate of ten. We say 1010. Now let's rate, and
we have a ten here, of course, we now need it
10-1 We duplicate ten times and we change the ratings. Let's say that is nine and tested 1-234-567-8910
12. Creating Notion Buttons for Editing Pages: Before I forget,
we should also add buttons for checking
the check boxes. We do that by creating
a new button, of course, we call it jogging. As an icon, we use
that check box screen. Okay, nice. And as a step, what's happening at a step? We added pages in the
heavy tracking database. And of course not all pages, but only pages that
contain charging a name. And this is a
second filter rule, that name but where the
date started today. Okay, now we are set. Yeah, what are we actually
doing when clicking on the button added a property and we added a check
box and select Checked. When we click here, Cho, today's entries here to
today's entries are checked. Let's check this one
as well. We copy. We do another duplication
now we change that to Meditation filter. Meditation, good. Is that working? Yeah, that's working here. Check all duplicate
inside the button. We just change the
filter from to me when you add more habits, duplicate and then you
fill out what you want to actually check that way. Now if we check all,
both are checked. That's how you use buttons to added properties in
Notion databases.
13. Editing the Number Property: One more thing you will notice. Now we have the
ly rating of ten, but the bar is not full. What's happening
when we click one? Well, the bar is
not full as well. Well, we need to add it a
bit here. Added property. And here we can
actually scroll down. You can say the color. Yeah, from light gray to red. But let's keep the green
and divide by 100. No, no, we want
to divide by ten. Okay, here we go. If we add ten, well we have a full bar. That's how it should look like.
14. Creating Analytic Statements with Rollups & Formulas 1: We want to add something
to our analytics. Now, when I walked
through the template, to the original template,
let's drag it here. You have seen that we have
calculated the annual, monthly, the weekly activity. How often you actually
checked the specific habit. How can we actually create
that in our template? Well, we use formulas. A lot of people are afraid of using formulas because yeah, it's the thing that is closest to coding
when using notion. Yeah, maybe some
people still remember the old formulas in Notion
which were really complicated. And it was really a pain
in the SSS to use them. And I probably wasted
hours of my life trying to create formulas with the
old notion formula property, but fortunately they updated it. Now it's much closer to
modern coding interface. Now using forms notion
became much easier Still, a lot of people are
probably afraid because it's a bit like coding. But to be honest, even coding is not
so complicated. If you have a good instruction, I try to give you
a good instruction to create now some
formula in notion. Of course, I think with
some experimenting, you should be able
to actually create your own formulas and
your own systems in notion because in my opinion, using formula is pretty
straightforward. If you know the basic
of mathematics, you can use the formulas. What I did in the past
was just experimenting, a building a lot of crazy
stuff in notion and after a while I understood
how formulas were working. I would still not consider
myself an expert. Often I have to look it up. But yeah, yeah, actually
positive that I can find solution to
most things with formulas in notion one tip. If you want to look up if
your questions are formulas, if you are stuck with something, the separated the
notion separated there, you often get quick answers
to all of your problems. Most of the problems
you will recount are already answered
in the past. The separated huge database
of knowledge actually. But let's start creating that analytical statement
in the analytics database. For that, we actually go back to the habit
tracking database. What we are adding here
is a formula property. Yeah, we want to see which
the date is actually in. Let's call it week. Let's input format date. We need a date. That's
the date property. We now enter week and
close the bracket. Of course, we can say month, then it would be the month. We say year, then it
would be the year day. Then we have today after month. But what we want
to say week, week. It's week 46 after month. Okay. That's the first step. Now it's not too confusing. Let's create a second property. We could probably calculate
most things in one property, but then in my opinion, it gets too complicated. Editing is often a mass when
you have a long formula. I actually, my workflow
is actually to have for every stage of the formula I use a
different property. Let's create that. Let's say check current week. Check if current week,
what do we do now? We want to actually
identify all the entries. We want to check all the entries that are aligned with
the current week. That is, for example,
from last week. We don't want that
entry to be checked. In that case, we can
actually identify all the entries that were
checked in the current week. That makes it actually
easy to identify. Yeah, the percentage of the checked habits
in the current week. And we can do the same
for the current month, in the current year. Let's go to the formula and
going to write it down. Let's use if formula
for that bracket. If we need a second, we need a formula property
called current week. Let's create a
current Week Current. We actually can copy that, but we changed because we are
not referring to the date. But now now is the week 46. You see the statement from
last week in the week 45. Let's check if week current week, then one and if not zero. Now we say times check box is true, then one or zero. And be close we are,
now we see zero. But that's the case because we haven't checked the checkbox. Let's check it now. We're going to check the
entry from last week. Then it should remain zero. Let's see if our
formula is working. Are you ready? Yeah, it
stays zero, it's working. And let's check it here. Good. Okay, the formula, It's working, here it is again.
Yeah, take a screen. Should write it down to
actually use it for yourself. I will also provide you in the description for this course with the formulas you need. Actually, what we
are doing now is duplicating duplet's, say month. The check if current month and again, current month and
we do it again, now we do it for a year. Check if current year, Current year. Now let's change the forms,
that's important. Date month is 11,
check current month. If we first we have to of course change
current month for date. Now is now we can
check current month, where is it month the
current month, 10. If checkbox is true, one or zero, okay? It's the same structure like
before, just five month. Now if we check that, we see that check
of current month, but we changed the date
to a previous month. Let's say October 31 of
October to Halloween. Then it's zero. It's working. We check again. Let's say y, that gives us
the check of current year. The wrong structure for my case, that was a, that's
the right structure. Now we changed that
to year as well. Now we check if the year
is the current year, then ya, ya, ya. Okay, let's do a check. Maybe we change it to 2021. There was the second entry. Okay, Zero. So it's working? Yeah. Let's go back
to the old entry. That's the current year. Okay. That was actually the
most complicated thing we had to do. Actually, current month
check current week check current year at are now the three most important
properties we have. Now we're going to
do roll ups with them in the analytic database.
15. Creating Analytic Statements with Rollups & Formulas 2: Now we continue by going to the analytic database and
we use another roll up. Now, I see that the title here of that roll up is
actually wrong. That, yeah, let me change that. What you see here, I want
to show the original. We see the check boxes, but we create a second roll ups and several more after that, let's go to roll up again. What are we rolling up? Well, we have one
relation tracking. We want to see all the
check check if current week's so check check week, we need to do another roll. But before we do
that, we actually need to do calculation. Another formula property here for forgetting it previously, but it is called
entries Current Week. We calculate how many actually entries we had
in the current week. It's another formula is current. We then in other cases it's zero is of course we. Okay. Now it's working. We
get a one every time the entry is from the current
week, we duplicate again. We do the same for
the current month and of course, also for the current year. Fine. Now we are ready to go in
the analytic database, we create another roll
up. Let's roll it up. Relation is heavy tracking. The property is the entries in the current month and we
want to show the sum. The sum is two and we have
two checked days in the week. Then 100% of all the
entries were checked. Let's change the title week. Now we're going to
calculate that. We create another property
of formula property. We say this week, yeah, checked week divided by entries in the
week and we get one. Let's change it a
bit to make it a number because then you
will see something. Let's say the entry here
and we duplicate that. The entry is 12. We duplicate again, now we have a round number. What can we do against that? Well, in the formula
property we can say round that number.
Let's do that. Well, we don't have
0.66 and so on, but we simply have one. If we round, it's
always rounding to the next number we need to with. Unfortunately, the
rounding numbers in notion is a bit complicated, but you can help yourself
with the following formula. Let's add two brackets I think. Then we divide by 11 bracket, it's times 100, close bracket divided by 100. Now the result is 0.67
which is much nicer. If we say 1,000 the result we would now have
three serf, say ten. We would only have one sero, we would the seven. So let's keep 100. And of course we can continue
that month and with year, so let me quickly do that.
16. Creating Analytics Statements with an If-Formula: When we look at our
original tablet, you see that the Gall view, in the gallery view, you
will see those statements. For example, annual activity
is 8% and then you even get a visual statement that would turn green if
it's, for example, 100% and red if it will drop below 50% Let's see how can we create those statements with the results we have computed
so far in this database. Well, we need to create a
statement property and we use a formula property
for that statement. Weak duplicated. Let's drag that maybe to the
beginning of our database. I'm going to copy and
paste the formula. This is the formula. If we click on, then you see
that this is working, okay? That is the formula I've
copied from the original, from the original template. I will of course included in the description of this course. But let's go through and you can simply copy and
paste it and use it. But let's go through
this formula so that you understand what
it is about and so that you are able
to actually addit it and use it for
other purposes. It's an if formula this week. This week, this property
we just computed, it gives us the percentage or the relative number of days. We have checked the
habit in this week. If this week is zero, then weekly activity
is inactive. Formula continues. If
this week is below 0.9, is above 0.9 then
the weekly activity, we get the green statement
plus then we form this week. For example, in this case
we get the one times 100, so that we get 100% plus the percentage sign
it is shown as 100% is above 0.5% Then we get that yellow
statement again, we form this week
times 100 and plus percentage sign if none of
those statements are true. If it's not above 0.9% or 0.5% then there's a third alternative that will result in
a red statement. Again, we format times
100 plus 100% weekly. Done. Yeah, we copy or duplicated for
month, for the year. And of course we have to change
this week to this month. We shouldn't forget
anything here. Of course, this month to month month, we have left. So not working done weekly monthly activity,
that's important. It's copy and paste. Mm hm. Okay, that looks correct. Let's go to the
yearly statement. And we replaced that
with this year. We have some mystic here because the weekly
activity is 8% but the annual activity is 100% The monthly activity
is 100% as well. So that is actually impossible.
Where's the mystic? Let's find the back. Yeah,
check is entries. Okay. Should be the current month. Current year. That looks much more correct. Actually, let's test it
with meditation meditation. We have now here two statements. One from the current month
and the current week, and from last month.
From October. Yeah, current week and
current month is inactive. But the yeah, the year, we had two entries and one
was checked. That is correct. If we check that, yeah,
it's 100% everywhere. Now, the formula is correct
and sorry for the mystic, you see you always
have to double check. Sometimes you get confused with all the properties
you have here. Yeah, create now a view. We are going to create
a gallery view. What do we want to
see or to showcase? Let's say card size Femdium is. Okay, we won't have none. As card preview, we want to
actually show the statements. That one, that one and that one. Let's maybe first
ten, month and week. Now when, when you scroll
down to the analytics, you see at first glance how well you perform
with your habits. That's how reforms can
calculate performance. Your habit tracking
for performance. But of course, you could
use that principle for many other things as well. But there is actually, if that was too
complicated for you, there's a much easier way to get the same insight with
creating a temple. And that will be our next video.
17. Creating a Notion Database Template: We have already created
a lot of things here. Now I want to show you
how to use templates to actually gather the data
in the analytic database. Yeah, to be actually more flexible to play
around with the data, because with the formulas
we have created here, it's of course useful to see
the statements and see at the first glance how well you performed in the
different time intervals. But the problem now
is that it is pretty cumbersome to change any of those statements or to
add more statements. As you've seen, we need
a lot of formulas, We need a lot of computation to actually get to the statements. But there's a better way or
an easier way to do that, if you are not afraid of forms. I still would include those statements in
the template because, yeah, it's just a
nice to have thing. But for really playing
around with the data, I use a template. We click on one of the
entries of the pages. Now we click on
meditation, for example. But it doesn't matter
where you click actually, we create a new template. Let's call it analytics. And we add some icon. This one something that's
more analytical, maybe. That one, Yeah, that
looks like data, Yeah. Now, inside of the template, we create a linked database, linked view of database. We link it with habit tracking. Let's remove the title. Now we filter, we want to filter out any entry that is not connected with the
page we are in. In this case, we use analytics
the name of the template. Because when you now
upload the template, for example, into meditation, it will automatically
choose meditation as the page that it
is connected with. I will show you in a second. We can say that we are creating,
again, free statements. Let's say, for example, weekly, monthly and annual. Annual. Now, of course,
we have to filter. We add the filter we have created here to
advanced filters. We add another filter rule. We use date. We say relative to this year, all the entries of
this year will be included in this
view for everyone. Now we have set up
the first year, now we do the same monthly. We add to advanced filters, we add filter rule, we add a date started
relative to the date. Okay, We save everyone. It's now we do the
same for the week advanced filter rule
date to this week. Okay, we're done. Yeah, we have created the
template. Let's go back. Now we are on the
meditation page and let's upload that template. What's happening? Yeah,
right, that is good. We, of course, maybe we should hide all the formula properties because they are not
actually necessary. But we can do that when
we beautify the template. You see we see all the entries
from the current week. Here we see them from
the current month. Here we see the annual entries. If we change that to
the current month, here we see it as appearing
in the current month. But let's go back
to the old date. Yeah, this way you actually have a much higher flexibility in playing around data
because you could inferior also include
customized time periods. And maybe you just want to say, okay, I want to see
my performance. It last 90 days. How are you doing
that? You say is after then you choose custom date and you are
just going 90 days back. Then all the data will be
selected in that time range. Let me set it up correctly. Yeah, I think that's
actually the best way to use analytics and to play
around with data. I recommend using
that template option. In the end, you have a database. In a database, the database is fitted according to
the page you're in. That's also the
beauty of notion, because you can actually
databases pages.
18. Creating Recurring Habits in Notion: We have already created
a lot of things, and more or less, the
template is working. There's one more
feature I need to add that I want to
add recurring habits because we now have the button for adding
jogging, adding meditation. Adding all habits. Yeah,
that's of course nice. But actually I want to make the habits
appearing automatically. Yeah. Notion is offering
database automation. You in theory, we could use that automation to automatically create new habits every day. Then we just say okay, make me create talking every day at that
time. That works. But the problem is automation. They are not available
for free plans. 8% of notion users are using the free plan for the
majority automations. That is not an option. We could actually use recuring
templates. What is that? We create a template, we call it talking now. We say we want to itabition to fitness and we want to connect it with analytics
to jogging as well. Good, nice. We say that is actually
a new version. In the past was not possible
but thanks notion for this update we can see
today date when duplicated. We could also use now then
the time would be included. But that's actually
not necessary. We just use today we
are set. Let's go back. And what we can do now, we can make this template actually recurring.
How to do that? Well, we say I'm in the wrong
database, he's struggling. And how to do that. Well, we click on repeat. Repeat is off at the moment. We say we wanted to repeat in a certain time interval we
can use every year, okay? That's not often
enough, every month. Often enough for a habit,
of course. Every week. Well, that could be an
option or every day. In most cases. You should be fine with repeating
it every day. For some of the habits as
I've shown you before. You actually, yeah, you should have a
break, recovery day. Then you're just choosing the date when you're
not doing the habit. That can also make sense for things you're only doing during the work week or
during the weekend. You simply say at which days of the week the
template will be duplicated. The creation time is at
the beginning of the date. Yeah, I think we can keep that. Maybe just for showing
you how this is working. Say the current time is 12, let's say 213. Let's safe. Let's see if this is
going to be created. Yeah, it is created here. That is working.
We have to date. It's connected with visions, with jogging, and we are fine. What we want to do here in
the table is to sort it. Descending, so that
the current statement is on the top and the
last at the bottom.
19. Improving the Vision Area: Let me show you something here. We have our visions in
the original database. As with the analytic database, we have the statements for
week, month, and year. Yeah, to do that, we need to create roll
ups and formulas. Again, we do that by connecting with the
analytic database. Actually, we don't need the data from the habit
tracking database, but we use the data from
the analytics database. We create a new relation. Let's say analytics here
is show on analytics. Yes, add relation. Good. Now what we need to do here, now what we need to do is
adding mindfulness to, let's say, meditation,
Mindfulness, fitness chalking. If you have several fitness
habits, for example, working out, strength training, cycling, swimming, et cetera, they all would be
connected with fitness. And the same it's true
for mindfulness or for we see click here that the
connection is working. Now we can actually get data
from the analytic database, Let's hide that one. We
don't need it anymore. Let's create a roll up.
Here is the roll up. Let's call it this week. As you can imagine, we select analytic database, we select this week. I think showing the original this week we are going
to show the average, the average of this week. And let's duplicate for the
month and for the year, year. And now we change
this month average. Okay? We change year to
this year on average. Okay. I'm sad, now we
only need the statements. The statements are, yeah, let's say weekly statement
and it is of course, formula. Let's duplicate,
Duplicate, Weekly. Monthly statement. Okay? And annual statement. Okay. What is our formula again? I'm copying that formula out
of my original template. And the formula for the
week looks like this. This week is zero, then weekly activity
is inactive. If it's above 0.9
then you will get the green statement
this week times 100 and plus that percentage
sign, etcetera, et cetera. You should already know
that formula, of course, you can just copy
that formula from the description for this PEO. We do the same with monthly
progress, the insolre, okay. One more time. For the year, here it is, for the year, nice. So what we now can do, create a view for the visions. And we want to have the view. It should be a gallery view. We want to The page, we
want to have a page cover. Actually want to
have a page cover. We will define it in a
second. And properties. Yeah. Weekly statement,
annual statement, monthly statements like that. Here we go. What we can now do is actually cover pictures. How to do that?
Let's click here. We can first add an icon for for maybe something that would represent money,
maybe currency, cash. That's a good icon. I
will choose a cover, change cover to one of those
splash photos and wealth. Now we have a lot
of tons of options, but I would just use
the gold burst here. We do the same for
the other two. Okay. We have added as, we've
added an icon and we have added the statements and now it's actually
looking pretty good. Yeah, let's beautify the tempt a bit more in the next video.
20. Beautifying the Template: Great. We have a
powerful template for connecting your habits and connecting it with your visions. But we should maybe beautify
it a bit and make it a bit more user friendly because
now we have a databases, we have a lot of buttons, but it's not so easy, actually, to navigate here. Let's maybe call
this vision area and we make it a heading. Let's head in 22 slashes
here, we get the heading. What might be also
good for users, for quick navigation is to use navigation table of contents. We click here and now all the
headings will appear here. At the moment, we only have
one heading vision area, but we will soon add more here. In next stage, we are
adding our habit area. Habit area, let's call
it habit tracking area. Here we can say it's the rating for that one. That's analytic area. And maybe one more thing. We can say resources at the end. Okay? Resources. Now that is correct. I
also like to actually use a call out and insert
my databases here. First you get the colored
background and second you can, I actually write down your
heading here for the database, Let's say visions and
make it bold vision, we can use a different
icon, for example. What is a vision? What is
a good icon for vision? Maybe let's use that. Yeah, here we are fine
with the patterns, but we use a call again for
the habit tracking database. We insert the database
here and habit tracking is the name and icon. I would say. We can
keep the checkbox. That's good. Daily rating. We do the same for. Yeah. Database,
let's drag it down. Insert the database. You see this way. How is actually using, how the blocks actually are
working in notion around. And you are pretty
free in how to arrange actually your workspace. I like to be, don't want to have too many
different columns actually personally I like a single column and
to just scroll down. Some people like to
have a work space with different columns and
different size of columns. But yeah, for me, that is always too much. I want to have one database
at one glance and not to see different databases in
different parts of my screen. To be honest for navigation, I always like to have the
table of content to quickly navigate to the area
I want to access. Yeah, Daily rating. Now we do it with the
last analytic area. Analytics. Yeah, rating
should have an icon. Yeah, Maybe a calendar day. What is now we have beautified small
improvements and Yeah. Made it more accessible,
more user friendly.
21. Conclusion: Thank you very
much for attending this course about building
a habit tracker in notion. During the last
minutes I showed you how to use notion in
a more advanced way. Be, for example, covered
building notion buttons, linking databases together, and creating recurring
habits or tasks. If you found this
course helpful, please leave a positive review. And your honest feedback
is really important to me since my goal is to
continuously improve this course. In the end, I want
to create actually the best notion based
course on skill share. Your feedback is helping
me to achieve that. I'm already working on
further courses about notion. If you have any ideas
or suggestions, please feel free to
reach out to me. You can do the best
on social media, for example, on
Twitter or Instagram. The links to my social platforms are in the bio of Skillshare. I'm also working as
a Notion consultant. If you need individual
support regarding Notion, you can actually arrange a 50 minutes free
consulting call with me. That is everything from my side. It was the pleasure
having you as a student. I think you can be
really proud about yourself because you have
stayed till the end. Most students don't
come that far. You are an exception and you
can be proud about yourself. I hope to see you soon again on Skalshare or somewhere
on the Internet. Until then, I wish you
a productive week.