Transcripts
1. Introduction: What is going on, everyone,
My name is Dimitri and welcome to my notion
Fundamentals course. Here you will find
an entire start to finish a look at how notion
functions coming from a notion consultant and power user of over three years who's notion certified as made hundreds of YouTube
videos on the topic. Here we'll walk you
through step-by-step on how to start your
Notion account and how to use the app from top to bottom on your
computer or your phone. Eventually, I will be releasing a advanced course with
even more modules to this. But to get started, I
did want to release in over 20 module course
on how to use Notion. Because sometimes it's easier
if you just go through a course like this than
trying to learn it yourself, actually, All the time.
It's always better. You'll learn how
every single type of block works from basic
to advanced blocks, how databases function, how
to structure your databases, what linked databases
are, and how to use them. And we'll even briefly get into Connexions the
notion API and what my recommendations
are for connecting notion to other applications
without further ado, let's jump into the course.
2. [1.2] Getting Started & Settings: So jumping right in here, what you'll see is that
at Notion data cell, you're able to try notion free if you press the
button right here. And just to point out
at the beginning, what applications notion
is available for. You can see it's
available for iOS and Android, Mac and Windows. And it even has a extension for Chrome, which
is a web clipper. I will point out
that you are also able to use this as a web app, which means you can just use it straight from the browser. No need to download anything. Some apps don't have that, but this one does it function is pretty well on web, I will say. So if we go to try notion free, before we try notion for free, I just want to point out
some pricing options. So now we have a different
pricing structure. Then, even recently
this is being recorded in January of 2023. Even a few months ago, there was something called
the personal Pro plan, which a lot of people use
but was sunset and due to its decrease in popularity after notion expanded its free plan. So the nice thing
about the free plan is it is much better
than it used to be. Lets you have team spaces
within your workspace now, which it did not before. You can integrate with Slack, GitHub and other applications. There's page analytics
coming soon and on. Like previously,
you actually have some seven-day
version page history. And you're able to
invite up to ten guess. You also have unlimited
blocks for individuals. And then when you're sharing
it with other people, you have a limited amount of blocks that they can utilize. So a hack that people
were using with the personal Pro plan
for awhile was the fact that you could
essentially invite many people as you
wanted and you could use the space freely. So teams are kind
of hacking that, but that doesn't seem
to be capable anymore. The pine used to be called the team plan and is now $1 a month. So I would recommend
this for anybody who has a team that they want to work
with the notion now, fortunately, not able to do that hack anymore
for $4 a month. This also will give you
unlimited file uploads, longer version history, which is what the personal
propylene used to have an up to 100 guests can
be invited and then the business plan is definitely going to be good
since it's going to have SSO, private team spaces, which
essentially allows you to hide specific team spaces
and sort of keep them with certain
members of the team. Kind of a great option for businesses that want
to have that feature. And for me, this is more
like you have a large team. I'm talking like
30 plus people in the company that we use
Notion consistently. Plus is going to be fine
for most businesses and free is fine
for most people. I think notions
kind of pivoted to understanding that they're
gonna make most of their money off of the plus
and business side of things. And they've kinda
chopped it down to students and individuals
don't really need to pay. So keep it with the free plan since they've expanded it from US to have limited blocks three years ago when
I started using it, which is crazy that I
ended up just going to the personal Pro plan and not paying for the free
version because of that, an enterprise, honestly, you're going
to have to have like over 100 people using
the application. Because it's got like a
Customer Success Manager. So someone can help
people learn how to use the application rather than
watching horses on it. So if we press try
notion free here, you'll see that you are
able to continue with an e-mail or continue
with Google. So just going
through the process, I could obviously sign into
something like this account. Sign in there. What
would be next? You have to go
through two-factor authentication and
then you'd essentially be prompted to get your notion experienced
started like this. So this is a Getting
Started page that sort of gives
you a tutorial on how a lot of the basics work, which I will say
they've done better recently with learning how
to use this kind of stuff. And then there's some
example pages that exist within here for
you to get started. You'll see that even though
this is on the free plan, you can use Notion
with your team by creating a team space,
which is pretty cool. And just to get
started, I'm going to go through some
settings for you. So in the My Account section, you'll see you're able to change the photo of your profile. So if I were to change this to the logo of rise productive, my business, it go right here. You can permanently
set a password, can choose to log
out of all devices. By the way, if the press update, update the icon here. Now we'll point out
you'll be like, Oh, why didn't
that icon changes? Because that's not
actually want to change. It just changed the
logo of my account. But if I go to this night, I'll show you where to edit
the workspace settings next. So here you can turn on mobile
push notifications or off. I personally like to
have all these removed. I don't really think
that the notifications help, especially on e-mail. You have the option to set
it to light or dark mode. Are you system settings? So for me, if I use
system settings, it ends up picking dark mode because that's
what I use in general, you can either have
open onStart be the last page you were on
or top page and sidebar, which would mean if
you go to a page and Notion favorite at the
top favorite or what is the top private
thing here would be the first thing that would pop
up when you reopen notion. So then moving forward, you have the choice to open
links in the desktop app. If you have the
desktop app installed, you'd be able to open the
links and desktop app. I think this would
be a nice thing to use if you have notion
in your workflow, you're constantly sharing
it with other aspects of your computer and your
workflow in general. I would definitely have this ticked and then make
sure you check this off. And then press it opens, then you'll notice this
actually prompted me to go right into my
workspace on the app, would go back into Settings
here really quick. You can see we can still go
back and configure this, but we have to configure
it in the web application, but enabled not able to
take it around ticket in the desktop app itself. Now, installing this
application is very easy. You can just go here and press download for Windows
or download for Mac. And then after you download it, you just click right on
this and it opens it up. If you ever feel like
you're delayed or behind with updates for notion, they do a rollout situation
where on the bottom right you can see when the last time
you had notion updated was. If I go back to my desktop app, you see it was up
at nine days ago and it is the latest release, so we're all good there. My connections is the
space where we would have first-party integrations
with Notion changing this, you can pick between
English, Korean, Japanese, French,
French, and German. And you can either have
the day of the week start for you on Monday or Sunday. So it defaulted on Sunday. And if you take this off, it'll change the start of
your week, two Mondays, which is very common for non United States notion
users going in here. Now you'll see what
I was talking about. If I change this to
like this video e.g. and press Update,
this workspace will change the options
you have here. Limitless. There's emojis, as you can see, which you can use for any icon. And then there are these colored or black
and white emojis. So essentially, if
I click on this, we have the ability
to change the icon, which is pretty cool to
whatever you'd like here. It's just a bunch of different
black and white emojis that can also be turned
into a color palette. So if I click on this and do
check mark Brown does that. However, you can
untick this and have it set to a specific
color palette. And then every time it would automatically
go through that icon. So then also, I can upload a file here or
paste link to an image. If I click up load file, go right back in here and upload this icon and then my
workspace would have that. Now, as mentioned earlier, you can add members, especially if you're on
a plan or a team plan, especially if you're on
a plan or business plan. And you can also set up a
domain so that everyone will, like a specific
e-mail address, e.g. rise productive or whatever
business you're at. If you click on this, you can set up a domain
and it's already prompting me to upgrade
to the team plan. So that's how that works. And then if you ever want to
delete the entire workspace, you can click on
this right here, or export all the
workspace content as well. Export pictures
aren't amazing on notion, but they do exist. So then right here you do see the different plans
that notion has. Once again, you can
get a free trial for the business or enterprise
plan and billing section is got all your old invoices and how much your workspace
balances security, you can do SSO of
your business as CIM. If your enterprise, there are bunch of other
security options here. If you are on the
enterprise prime, same here with these
options as well as the more specific stuff
of the security section. Then right here we have
your connections, e.g. I. Have a Slack integration that
I'll show you guys later. Since this is a new workspace, I can show you very basically, if we click on Add a page here, this will get you started. And that is how you can
start your workspace in general of adding
it different page, or you can create a team space. So if I call this one,
are as productive. And then once again, I can pick an emoji
or upload a file. I'm just going to keep
doing this description details about your team space. Let's put a description
that's our mission statement. And then for now, we can just skip inviting people because
it's just gonna be me. So you'll see this is
the team space and then this is like the example
home that they made for me. However, if we want
to get started with some new pages within here, we can actually use templates. So if we get a templates here, they have a nice setup for a bunch of different
things. So say e.g. we wanted to do a
presentation, Get template. You can either add it
to the private space, which is on the bottom
left over here. So if we press
private mental add it to basically what is
my personal workspace. Or if we do that
again, get template, we can add it to the rise productive little
side thing over here. So it's just a page within
this team space as you'll see. But if we want to drag it
into this team space home, you see, boom,
that's right here. Now the same goes for this. If you want to drag
this into there, it'll work like that. You can always undo. It'll do that for a second after you drag anything like
that or delete anything. And you can also do
this for anything else. You can drag pages within
themselves on the sidebar here. And within pages
themselves, just like this. Hold Control and
press left-click. It'll open up a new tab, just like you would in
any sort of browser. And you can also do that by right-clicking and
open in a new tab. Now there are a lot of different features
we're gonna get into. But finishing it off. If I delete this, like I
showed you, there's an undo. However, if we go to trash, see there's a bunch of
different stuff that I've deleted on this example
workspace before. And if I type presentation, you can restore it
and it will not restore it always
where you had it, especially if it's on the private and it's
in your personal, it's not in a team space. It will just restore
it over here. Since it was not
an IT team space. That's pretty much all in the getting started
part of this. Next, we're going to work in a page and showcase how
those things function.
3. [1.3] Pages & Markdown: Now, jumping into the space
actually do want to delete everything here just to show you the basic functionality
of how pages work, there is a title
that you can edit at the top that can also
be renamed over here. So it sits there and rename
this by typing it right here, rename this, you'll see
it changes over here. And then if I right-click,
I have the option to rename it or turn
it into a team space. So space for your
team to customize permissions and collaborate just like with what this one is. By the way, you can click on this press team space settings and edit everyone's
settings just like this, as well as leave
it or archivist, right-click and rename it. You'll see this is home, just like it would
have been earlier. Now you have the option to change it to an empty
page with an icon, just an empty page
without an icon. Pick from any of the
different templates that we showed you earlier, import something like a CSV file or turn it into a database. We'll get into databases
in a couple minutes here, in a few modules. I don't
want to get into those yet. I want to get the
building blocks literally figured out via using the different blocks that exists in Notion
at the top here, this is the icon and emoji feature that we
talked about earlier. So you can change these
icons just like earlier. You can have it ask every time so it prompts you to pick
the different color. It'll change this here and I'll change the emoji over here. You can also change the
icon by clicking over here. Can't do it for the team space, but you can do it for this. Pick a custom file. Now on the free
plan, you only have 5 mb maximum file size. I will point that
out if I do this. So we go back and we
can type in here home. You also have the
option to select a specific skin tone
for everything, so that makes it
easier for, for you. And then you do have the option to click this and
it'll do random. And the same with
this, it'll do random, and that will also include
the random color as well. So let's go back to picking
the recent one here, which is home because
all your icons that are recent
will pop up, Save. So like accepts the random one that doesn't meet
those recent here. And now if I just press
Empty Pages icon, we can sort of get started
into working in a page itself. Now, this option, on this page, I will point out
in the top right, you can change the font to these three different ones based on what your preferences. And it will change it for, as you'll see right
here, Sarah, here. And then if I do slash page to make a new one, it's
just for that page. So say you're working with
a client that a specific style that you, that
they'd rather like. It's totally fine. Changes to default here. And I'm just delete this page really quick and get started. So there's also over
here the option to make small text so that you can cram
more into the page. And then you'll see
full width here. So just so that I show
you how this works, if I click and drag over here, this is the amount
of blocks that currently exist on the page
because it's only one. So anytime you press Enter, it'll make a new block. You'll see there's a little
differentiation here. And this is the core
understanding of what notion is. It's just a bunch of
different blocks put together on a page and organized
how you want them to be, like very advanced
stuff that you can do within the software for sure. But we're gonna get started
with the basics first, which is, that's
how a block works. If I press Shift Enter, however, you see if I highlight this, that is one block
that is made larger. So that works within blocks in general and a
lot of different features. If you press Shift, it
just expands the block. So if I do this, you'll see now that it
expanded the block a lot. However, if I put an
enter any point in there, it's separated an extra
block outside of it. Now there should be three
blocks on the page. Now, you can
left-click highlight, and then you can press the
backspace button to delete it. I can press Control
Z to undo that. And as you can see, I can
drag the different blocks if I put some text in this one and some
texts in this one, some text and this
one, you see this little pop-up over here. We'll get into all the features
that go along with it. But you can either
make a new block for pressing Enter or
this plus button, which then will prompt
you to try a bunch of different blocks out which
we'll get into in a second. The next module in some other page settings
I want to point out, is that in the top right here? You can obviously favorite
it and then it'll go over here just like
I showcased earlier. You can see right here that there's this
thing called comments. So I will touch on
comments later, but just so that you
can see really quick, there's a comment made on
the page at the top here. Can make a comment. So example comment says
view all updates spot here. There's this and this is for notifications that
are within the page. Then right here, you'll
see that these are all the comments made
on the page. So e.g. you can add a reaction
like a thumbs-up, which you can also add here. And you can resolve this guy
or delete it right here. So if we, first of all, I just, I'm just going to copy
this link to discussion. Paste this out. You
can paste it as a mention or a link I mentioned with
showcase it like this. Just like showcasing the
conversation that was had. So I'm gonna delete
this really great. But you can then resolve it and it clears out
the comments as well. In the last few things
I want to point out is what that block situation, she will see this
is the only sort of width that you have. But if you full with this guy, this is how long blocks become. So I really do recommend this
for a lot of workflows for more navigational pages or blog writing based one's shirt, It's totally fine to have
the small width one. But I do like the
full-width page for like things with databases
and workflows in general. I'm going to undo this
so we can work in a writing style for a few minutes here
though, right here, you do have the option to undo, copy the link to the page, lock the page,
which is kinda fun. So I can lock the page and
just be like, Oh no, I can't. I can't do anything here. I can select things, but I can't do more than that. And then also I'll just point
out as we click and drag, these are how you drag
and hold onto blocks. But if e.g. you want to edit text across
different blocks, there was a feature
added about a year ago, I think, where you can
basically grab it like texts. So to the right of
these six dots, you can grab text
between blocks, which is a cool feature, especially since when
you're writing blogs and stuff or you're just
doing writing, you know, you kinda like press Enter a bunch of times
instead of Shift-Enter, which is totally reasonable. And that just makes it easier to edit
text between blocks. Then if we unlock this page, will also see there's a
customized page option, which is kinda just changes the way that you can
see some things. So top-level page
discussions, page comments, you can have them be default are minimal and you
change it to minimal. You'll see do this. This is where the
resolve comments are. So if I change this back to default, change
the way it works. And once again, I
can resolve this. And then decently, if you're
decently new to Notion, this might sound a
little confusing, but a backlink is, and
I know it shows this. What is a backlink?
Essentially, if this page, we showed link to page, right, so copy this length, say just put this in
another page, right? What I can do is
I can paste this out and mention or Lincoln, which is essentially
the same thing, just different aesthetically. So let's do link to page and we can click on this
to go back to it. You'll see that there's this
thing called a backlink, So it shows you, okay.
What's the page? It's in private. It's not in the team space, but I can change
this to expand it. So it shows it like this. Or I can turn them off. Personally. I don't really like them. It'd be nice to turn it off
across the whole workspace. But for pages where there's an excessive amount
of back links, I do turn it off because
I'm just like I don't want to see that huge number
that just pops up there. And another thing I
guess I missed is the fact that you can
add a cover here. Should really fun. They do have a bunch of different things in this gallery here that are cool
to choose from. And then there's this website it connects to called Unsplash, which is like a free picture hub where you can search stuff. So I can do a home search
here. You can remove it. You can press on dude
and put it back. You can upload your
custom ones right here. Once again, make it
up to 5 mb and max. And you also have
the option to change the cover here by
repositioning it. Just kinda cool. I do think this is pretty cool. I was just going
to say whiteboard behind the TV, that stuff. Then if you're in the middle of repositioning and you
don't want to save it. You can press Cancel. Or if you are moving it, you can press Save and I'll save it. And then you have
the option to import or export things as well. And we'll get into adding
connections later on. We also do have the
option to move this. So if I wanted to
move this page to say this personal homepage, it would be moved
within here, however. And drag this once again. You can move this
rise back to there, which isn't very basic stuff on how to move things around. You can see all of the
different keyboard shortcuts for this and change
control for command. If you're on Mac,
sorry, not a Mac user. But if I do Control Shift P, do the exact same
prompt right here. And obviously you
can move things into team spaces as well that
you have access to. So let's just delete out this,
these blocks right here. And let's go within this and do a very basic explanation
of a few things. So in Notion dot ISO slash
home slash keyboard, shortcuts, which I'll leave
the link to right here. And in the description of this, you see all the keyboard
shortcuts associated to a few things which
is like making blocks, specific, advanced
and basic blocks, but also marked down. For those of you
that are unfamiliar. Markdown is a type of sort of
pseudo coded writing style, trying to laymen
terms explain it. But basically you can do a
couple of different things. Like if I make a hashtag
and press space, it will then assign that block to a
specific type of thing. So when I backslash, you'll see a bunch of
this stuff exists here. Whoever there are
some easier shortcuts than like doing the backslash and typing like H1, which
you can get into later. But if I do two pound signs and a space heading to
three, heading three. And if I do a dash space,
it's a bulleted list. If I do a carrot space, it's what's called
a toggle block. If I do a quote and then space, it's a quote block, then if I do sort of like a numbered
list, I could do like one. And then a period and space, or a space or like I, space with a dot after it. And then another one would be two brackets squared
left and right. Then I press Space, men, it makes it a little
checkbox here as well. So this is kinda the
way that this works. You type B, type, B type,
you can press Enter, go between different
blocks, type, type enter different blocks
into different blocks. Used the mark down like this, mark down like this. And instead of the way that you flow through the workspace. And once again, you
can edit blocks. We'll get into what this whole
thing isn't a second here, but that's sort of the basics of pages marked down
and page settings. Next, we'll get into the
basic blocks and get into this whole backslash
functionality that makes this application really
quick to fly through. If you know how
you're using those.
4. [1.4] Basic Blocks: Now we're getting into
the basic blocks. Let's just clear
things out from here. So if I do this and delete
and click in here as well, and we press this slash. What we essentially have here
is this whole section of basic blocks which will run
through really quickly. And I'll try to give as
much context that I can to these first and foremost, text is what will
happen by default. So you do not necessarily
need to click on this or prompted in
any sort of way, anytime you press Enter, it is a text block by
default, if we backslash, though, we'll see that we
can either click on any of these or we can type
a part of it out. So if I do like p a, it's going to be page first. So quickly, we can
do a new page here. And then if I click
on the top here, you'll see from a
navigation perspective how notions sort of works. So you can either go back
here and by the way, just so you know, you can pin
this or unpin this sidebar. I don't use that. So if you see me not using it much, that's my
force of habit. But do understand that this
does exist with a cascading. Every sub page works like that. And if I press this,
you'll see that this is the page
that was created. You can change the icon like shown earlier, just like this, then you have some more
interaction capabilities when clicking on this
for a specific page, you now have the
option to utilize these six dots for it
just like anything else. However, these three
dots on the right here are another option for
editing it that is not. I think for something
like for the text here, there's nothing over
here on the right. It's only when you're
editing a page that that does prompt like that. And going back into the text, I do want to show you an
example of a few things, right? So if I make some text here and then second
block example, you'll see that we
have the option to, as mentioned earlier,
press this Plus, and we'll see that
with the six dots, we do have some options and just bought to
all these mean. So with Control D, like this, or by pressing the six dots
and going to duplicate, it will duplicate
the block itself. So all the contents within it, whether it'd be a page or
syntax, that's how that works. We can also do turn into, which then gives you the option to change
it to anything else. So I can turn this text into
any of these options here, so I can change it into an H1 and then I have the option to turn to page and then in. So it's a little
confusing verbiage wise, but it's turned into page,
which means, alright, turned into a page where you have the option to just
turn this into a page, right? But if I press Control and do what this is basically
saying is aright, have it turned into a page
and move it at the same time. So let's pretend like we'd
put it this untitled one. What this does is it
makes it a linked page. So then you just
like with linking to the page that you can see is
within this untitled one. So we can actually right-click, move this back to this team
space home, just like that. And then I can delete
this link right here. I'll move this over here, turn this back into, let's do an H3 e.g. in two and H3 e.g. so just so that you know the difference between
editing color, because that's sort of
the next part here. And obviously you can make a comment on a block around
some texts, by the way. Once again, just showing
that this comment or control shift them out a
little colors are fun. You see that it's already
here, shows up here. And then just as earlier, minimal changes it from looking like this to
minimum over here. Then you can click on
this to open the comment. And all the page comments
do show up right here and they can be resolved so that
we're done with that. If we press on the six dots, once again, I want
to change the color. You'll see that
the last use color can be re-used
with Control Shift H. So there's a difference between colors and
background colors. So just to reiterate, this is text here. And then all this
highlighted space would be considered the block and then the background
of that block. If I were to change the color of the background to
gray background, that changes the
background color. And then if I change the color of the font itself to pink, you see that I selected
the entire block, so to assign a color to the
text and the entire block, however, as mentioned earlier, I can highlight specific
parts of text. So say e.g. I. Highlighted the text
here like this. See it prompts a bunch
of other stuff to turn into which I can
put a link into it. Comment on it, making it bold, italicized, marketing
it as code, or creating an
equation out of it. All this different
kind of stuff. Select the text and also
change the text color. This is kinda key here. So if I do this, can change it to green, right? So that would change
the text color. And then if I do
this to orange line, it doesn't really show
while I'm colorblind, so I don't even know
if it does show and change it to gray. You'll see that we
have green text with a gray background because you're editing those two
things separately. When you edit it
with the six dots. The entirety of the entity, would you select specific parts of the text that's where you can specifically
change just that. Like e.g. if I
click on this as a whole and bold, it
does all of it. But if I select part of it
and do an italicized with clay Control I or
pressing this right here. Does that seem what
the underlying or the striking it through? So hopefully that
makes sense from that differentiation
right there. Six dots affects the
whole block selecting it only affects the texts that
you are selecting it for. So now we have some
other basic blocks. So if you do backslash, you'll see to do so we can
actually say type two, and that's the first
thing that would pop up. This is just a little checkbox. You can press Enter and tab and then click on
these to check them off. Or Shift Tab will bring it
back to point out here, if I make a bunch of them,
highlight all these, it will only check off like the row that
you're doing it on. So e.g. if I do this
as the topmost row, it'll get both of these. But if I, I can't like
get all of these at once, it's not how it works, unfortunately, same
with like this. I like highlight these
and get this row. It'll do that. Then this column, it'll do that and it
keeps saying row. But I just mean
like wherever it's indented at is like
where it'll top-down. So if I had a second
one like this though, you'll see that the sub
and dense will stay, but the column right here. But both checkoff. So that's how to do blocks work. Then we have a bullet, one which you can obviously
slit do a backslash bullet, I would recommend
doing the dislike. Hyphen then space,
which you can also do three hyphens and space and it makes it divider,
which is pretty cool. Actually, I didn't even
have to press Space, sorry, just three hyphens.
It'll make a divider. I'm just kinda cool. And then you have all
the different header. So slash H1 is something
you can do quickly, or H2 or H3. And what you notice is if I
press H three and then Enter, it will make a new block
every single time. So the difference between
that and the markdown is if I do like slash H1
and then I do 123, and then space, it'll
change the block into it. But if I do slash H1 right
now and press Enter, it'll make a new
block that is an H1. That's something
important to point out. And you can do that within
any part of the block. So if I type some texture to a space and then do slash one, that'll make another header one below it, as can be seen here. Now a couple other basic blocks. If I do slash table, you see that this
is a table which is like similar to
an Excel table. Decently quick run
through on this. You can add more
columns like this guy. You can add more rows
by clicking this guy, it shows what the number is, like, how many it is
you can click and drag. So if I want to do
five-by-five, click drag, select that, and then if
I click on this, e.g. I. Can change the color
here, which is cool. For that specific row, you'll see that there's
a six dots associated to anything that you're
grabbing similar to text, you can insert something
to the left or the right column wise or
row wise above or below. If I had a bunch of
different texts here and click on this six dots here, the option to clear contents, or I'm going to press
undo that Control Z. If I do that, I can
also delete that row. You also have the option to have a header column
and a header row. So that would mean that
essentially this is like the main row and this is the main column
associated to it, and this is the sub stuff. So this is sort of similar to Excel functionality
in a way, however, you can't really do a lot of the fancy stuff that
you can in Excel, like a formula
standpoint and whatnot, not really where this
functionality lives. It's more of a categorizing
things and like doing basic table work
that is not formula related to basic
categorization usually. So let's just delete this out. You can delete it by
clicking on that. And just a quick note, can turn this into a database by clicking turn into database. And it'll take
that data and make every single column
a text property, which we'll get into
in a minute here. And as you'll see, since it was the main column header here
and add the texts like that, like named the property
that then you can also turn it into a
simple table once again, and it'll switch this
right back here. But I'm going to delete it now, a couple of other
basic blocks here. So if we do slash
slash numbered, the same thing as before. It's a numbered list as I
showed in the last module. And these work just
like anything else, where if you presenter
and go down, you can shift tab to go
back out or tab it multiple times within itself to keep doing this up
to your preference. And then once again,
can delete it all or turn it into something
else by going here, delete it, then there's
a toggle block. So taco blocks make, make a lot of sense to me, but they're kinda knew when I started notion that
a little confusing. So slash tog is really all
you need for toggle list. So we can put like
example header here of like hidden
notes or something. So how you open this thing is that you just
like press Enter. So let's redo that, sorry. So slash toggle, it can
be closed like this. Let's do hidden notes. Press Enter, and
you can do it tab. And then I'll open
it really quick. And I always press Delete. And then we have the
toggle within here. So all that this does is I
can put a bulleted list of, This is my idea. For a new notion course, I hope everyone likes it and it works just like anything
else within it, right? And it has sub blocks within it. So you can sort of change
the color within here, change it to orange. And just a note that
I must have missed. You can change any
bulleted lists too. You can see here
have a different option for the list format. So it's other default
which is the disk or you can have circle or
you can have square. So sorry for missing that. But essentially it just works
so that you can click on this guy and you can
open and close stuff. It's really nice to have like
subnets to archive things. So e.g. this is
closed and you have like a page that you
want to have archives. So slash page, if you remember the example
page but an icon, if I go back to Home, can drag this in here and it'll hide it. So I like archive stuff without
putting it in the trash, which is kind of convenient
than some other stuff that we have. We have slash, slash quote is just a different
way to look at a block. So example, quote here, you press Shift Enter, just like with any
other textblock. They'll change that. And once again, you
change the color, a specific text, or the
specific background to gray. And then you do
have the option to change the quote
sides as well so you can change it from
default or big one. Big quote guy. Another one is that
divider that I showed you with
the three hyphens. But you can also type slash
div, which I usually do. Press Enter, and it makes
a little divider here. Now, another, It's technically in the
basic block category, but a mildly more advanced
one is linking to a page. So if you look at a page
like this task list, e.g. and you just type slash link
to page or just slash link. You can click on this or you
can search for task list. And then this should
pop up at the top. And then what happens
is I click on this. It'll go right to
that task list. I'm gonna go back to home. Then you'll see when you
link to a page here, it can a sub nestles
under this page. And this is why I don't like
using that bar over here. And navigation principles are
going to be something I get into in this course and tell you what, this is
not my favorite. But regardless, that's
how you link to a page. And another option is you
can use slash mentioned. So mention a page you're mentioning person
just to point out, if you do plus space, if you do plus and
then type task list, you see that that's
the way to link. Now if I do slash mentioned, you can do mention
a page just fine. You can do the same thing. The difference
between a mention, the difference between mentioned and a link is, as you can see, this is like the whole block, whereas this is just taking
a part of the block. It's like text within the block. So e.g. I. Can type stuff here. What is this? I can now, the nice thing about
making your dimension is you can turn it
into like a header by making it a H2 or
something and having it sort of go over a section
of a page, which is cool. Now you can also
mentioned a person, so slash mentioned person. You can just pick me
and you'll see here, just takes their name
and puts it there. And you also do a slash dates or reminder so that it can
be like mentioned dates, which can all be done
with the at symbol. By the way, just did an
ad for mention a page at for mentioned a
person or at for a date. So at today, take out the trash. I don't use these often. They can't be used
referentially when you're communicating
with your teammates. So hey, at admin, take out the trash at tomorrow
and if you click on it, you can actually change
state, which is pretty cool. You can set a reminder
on the day of the event. So that guy works,
which is kinda cool. That's where the whole updates thing comes into
play by the way, in which shows up here, as well as all the
different changes I literally made on the page. But over here in this sense, when notification comes off, it'll it'll pop up for me. So if I do include time, we make it like a
minute from now. It'll go from being blue to
red in the next few seconds. I'm sure, patiently sips
coffee while waiting gently. Totally patient. Never not
been patient and did it. Good job. So then you'll see
here this update section as a reminder here. And what you can do is
you can untick that, get rid of the
notification there. And it's also where the
whole notification settings came into play at the
beginning of this, Let's delete some blocks here, a couple other ones
I want to point out, this is a slash callout block. Just pretty cool. I like
the way these look, I use these for header is
actually pretty often. You can click on this guy, change the icon to
anything custom, just like before, I'm going
do a little calendar. Do I like to make
it look like this? I'm doing caps calendar, put a little bold,
which by the way, to select all the text within a block and press Control a, which is not necessarily
select the block, selects the textbook,
but then the block. However, it's nice for quick
Bolding of certain stuff. And then you can change
the color of this so I can change it to
a default background, which I liked the look of this block is very aesthetic domain. Or you can change it to any
other color like blue, e.g. and then I could change
the text color within it. Once again, just like your
textblock change to yellow. And then you can also press Shift and make it
larger like this, which just expand the size. So if you do want to
just have a bigger size, that's a way to do
it in color blocks. And then another
small thing is if you press backslash n's line, you can make an equation E equals mc squared or a squared, yes, So carrot and then to
press Done is an equation. It's kind of funny to look at, but it's a thing you can change the background and all
that kind of stuff here. And then also last thing, if you press colon and then type out like smile, you get emojis. So if you do like
one to show that a certain letter that
you're looking into like a prompts all these, it's going to do slash, angry all the way this
guy, press Enter. So mad, which is cool. You can do that within
anything that is text related in blocks. And notion, even like here
in the homepage here, any sort of title of a
page works like that. I like doing the colon and then red and then circle or
whatever colored circle. You'll see why I like
doing this stuff later. So I'm actually just
leave it like this, but it's a pro tip I'm going to show you guys
later in the course. That's pretty much all the
basic blocks we'll get into more advanced blocks
in the next module.
5. [1.5] Advanced Blocks: So taking a look here, the advanced blocks can see
we have a few more of them. So if you do slash
and we scroll down, there's this whole
advanced block section. Obviously you can make databases and we'll get into
that in a second. But we're mainly just dealing
with blocks right now. So just some ones to point out, these are like the embeds that exist in the media section. So you can embed an image. So you can either pick
one from unsplash and you see how this image works. It's very pretty a lot of the default ones
that they picked. But essentially if
I do slash image, once again, you see
that pops up there. And what image can do is it can take a link and
embed it or upload a file. A lot of that functionality
is the exact same images uploaded embedded
with the link or use Unsplash and then emojis, unless they're
like in-line text, can have, sorry, icon, like this, can have emojis
icons or custom option. Now clearing this out to
see if I do slash video, very similar, you can
embed a link or upload. So I could take a
YouTube video, e.g. if I go to Youtube, copy this video from keep
productive copy link Address, paste this in here, see it will embed the video on YouTube. Then you can play
it just like this. And you can change
any image around from like a sizing
standpoint like this. It will keep the aspect
ratio and just to point out. And then over here, you
can add a little caption, example caption to a video. You can also click on this to go to the original same
thing for images. So that's the functionality
you're dealing with there. And then you can click that, which is similar
to the six dots, exact same functionality
on both sides here let's see you have the
option to replace it. You can change the link, upload an actual file. Now you are limited to 5 mb
if you're on the free plan, as I pointed out in
a previous video. Now, moving forward with this, Let's have a couple other ones. So if I do backslash again, web bookmark is something that
you can paste in as well. So similar to these videos, like if I just copy this link, I can paste this in here. And I can either create a
bookmark or embed the video. If I do embed the
video, it'll do this. But if I do create
bookmark, it will do this. It'll be the exact same
thing as if I paste it here. You see it brings
in the thumbnail and I have the link showing. It'll have the meta-description
and the title. And this is really
convenient for those of us that
are trying to like have the multiple
different options there for what we want to view. Things like in Notion link wise. And obviously you could
always just take some text, press Control K
and link it there, or utilize this button here. It's kinda up to you on
what your preferences for bookmarking would do. Backslash again, you'll see that the next one is
going to be audio. And this can take a
lot of different stuff you can do Spotify on here and then it'll
figure that out. You can upload an actual file. So let's actually
take a Spotify links. So forget to Spotify
took an episode of the pen McAfee show
paste this link in here, you'll see that it'll do this, which is really nice, is basically Spotify preview that you'd have
in anything else. You can also do
the embed show on and copy that as
an embed option. So if I do slash embed, see if I paste this link in here to be the exact same thing. You can go and click the
original link or add a caption or change
the alignment to left, right or center, as well
as leave a comment on it. So if we go back slash again, looking forward in their
you kinda understanding that embeds are very similar. They just have different
options on how you want to visualize them. Embedded Nike, take some code. So I just took that and
paste this in here, which is the iframe
from that Spotify. And this is just nice to type out code if
you're trying to play with that or showcase this code to other people
if you're sharing pages. Now if you do backslash
one more time, There's one last one which is the most self-explanatory one, which is just literally upload
a file or embedded link. So in this circumstance,
like I showed earlier, functions in the same way, It's a very smart feature. So if I paste this Embed link, it will do is, yes,
it's a link to it. But the whole point is if
that was like a file link, I'll be able to go
to and download it. Whereas in this case,
if I do slash file, upload something like my logo, instead of this being an image. If I click on this, it'll send me here. And then I can save it
really easily like that. Or go here, press download, or like shown earlier replaced. And then a really nice one is you can actually rename this. So I can just name this
rise productive logo. So it's easier for people to get what it actually is if it's like some long URL or saw
along icon itself. Now a couple other
ones and we'll get into sync database is
a little bit later. But if I do slash sink, you'll see there's a
bunch of sinks databases. These are essentially
integrations. To be frank, there
not that advanced yet a goal but in the future is that they're gonna have
like a Google Calendar one. They did showcase
this on notions block-by-block in March of 2022. Still not quite there. Definitely a little bit of
a premature announcement, but there are some stuff, it essentially views things. So if I take this asana, e.g. in connected to my Asana, it would in theory connect
this two projects. So if I click on this, now we're gonna get
into databases later, but these are more views, integrations I can see when it was made and
all this kinda stuff, but I can't edit things within this like I can
with actual databases. So it's just a more
of a visual input, which for Google calendar
would be totally fine. Obviously, we'd like to make
things within here as well. That'd be nice, but
for now, not really. Then going back down into the rest of the advanced blocks, you see there are a bunch of
different embeds in here. You can have a tweets, Google Maps, all
this kinda stuff. These are all really
self-explanatory. I really liked the
embedded PDF option so I can pick a file. So this is an example
sponsored video I did. And you can literally scroll
through documents in here, change the alignment, add
comments, the same stuff. I liked this back when I was a college athlete and had to
have itineraries on the go. It's just easier to upload
this really quick then type out the itinerary that
was from the document. So that's an option there. And then the rest of the embeds are a bunch of different
integrations with the different applications
that just kinda show stuff directly a notion and they're
constantly improving. This is pretty much
what integrations are a notion at this point. It's just seeing stuff, not necessarily changing
stuff and other applications. So then we have actual
advanced block. So the table of contents one is decently
self-explanatory for any of you that have
used this before. So if I do main header, H2 sub-header and do, do more marked on bottom header. See here that if I do
slash table of contents, you'll see that
since this is an H3, this is on top as this was, you see is this
isn't the top header over here and this is
what would show up. And then we have H1 and
H2 and H3 cascading down. That's how a table
of contents works in any sort of writing software. And that's exactly how
it works in ocean. If I delete this,
gets rid of it. If I do a bunch of different
enters and I click on it, I'm going to move me
down to that block and it'll highlight the block. So then if we just clear
this out really quick, another cool thing in the advanced blocks here
is the block equation. You can do math in here, which is a decently above my mental capabilities
at this point in this video. But just let me know
so that you can no, you can display a
standalone equation which is good for
visual purposes. Now we have template buttons. So if I do slash template, this will print something. And essentially
what this does is it takes a block
that you can have. So if I look at this, right, what it has right now
is the button name. So add a new to-do is
what the name of it is. And then if I click on this guy, it creates that block. So if I span this button, I'll just create a bunch
of different todos. What's really nice
for this is if you want to make pages or groups of different
things that you want to remake a habit tracker, e.g. you can do like push-ups,
sit-ups, planks. And if for some
reason on a page you wanted to just every day do this guy, alright, check it off. Then at the end of the
day you can delete this. Next day you can click this
and it would make it again. There's a lot of different
use cases for this. I really think template
buns are actually underused by the notion community,
and I liked them a lot. I even have a notion page
builder that utilizes these because they are very convenient
to do backslash again, see that we have breadcrumbs. So what this does is it
showcases, this, is it. So like if we went into another page and type
slash breadcrumb, we would literally see this. That's what it is. So rather than you
having to go up here, you could in theory, just click on this really quick, just see it does the
exact same thing. So I can press home here.
Would go right back. I don't usually use this, but it's an option for you. So I'm just going to
right-click and delete that now going into another one. And they have a
few of these left, but they are very important. So if we do sync to block, this is a little bit confusing. But let me try to explain. If I type example text and
then if I type example texts, see when I hover
over this block, it shows a little red outline. I hover over this block. There's no art outline
because it's not sink. So if I copy this
and do slash page, new page, press Enter. I paste this. You'll see with copy and
sink, I can paste this. Paste this. If I change this text, you'll see that it
changes it on both texts. And if I go to this page, magically, it'll
change this text. If I just copy this text and go to this new page
and I paste this, see what happens is if I change this and go to the previous page, does
not change anything. However, if I paste that again, I like redo that whole process of copy this block, paste it. So if I redo the whole
process of like, let's make a new block, copy this guy and paste it. I made a new block. Here is copy this to another page really
quick and pasted this. You will see if I go from one page to another
and paste a block, it's gonna be like, Hey,
do you want to sync this? Because the whole point
of a sync block is that it's gonna be
in multiple pages. You can see right here that it's editing it in multiple pages. So it shows where
the original is and what this page
and this one is. So if I change this to
real text and go here, Let's see if I go
to the homepage. It's real text is here. It's hopefully that
gives you a baseline understanding of St. blocks. I personally use it for navigation bar that'll show
you later in this tutorial. But I did want to kinda get things just baseline understanding
for you to start this. Then there's only a few
more advanced blocks here, which are actually
pretty interesting. So we have toggle
H12 and threes. So what essentially these are is they're larger size toggles. So a lot of people like
to put these as we do. Header two example here. And the answer to
the question of slash table of contents is yes. These also turn into table
of contents headers. They do affect it in
the same way if I were to do this, it does move. When I click on
it to that block. I will also point out that is the exact same
functionality within it. It literally just makes the
toggle larger or smaller. Honestly, when you work in Notion, it'll make
a lot more sense, but sometimes just
looks a little weird to have like a toggle that is this large as like a header of a
section because it is too small and I was like the
complaint and when they made that update like two years
ago, I was ecstatic. Then another great thing
is in Notion what you used to have to do is if we just
clear some things out. Here, is in order
to have columns, you'd have to like
take your block, move it to the left. So you can see this little
colored thing or the right, this little colored thing. And it would make a
column, which is great. And you can only do this
for block-based item. So that excludes
databases, right? So I'll show that later. But now what you can do, as you notice here,
if I drag this, go down here, this is a space
that has no column jet, my type slash Kyle. And then put one, do well, one would make sense. 2345, all the way up to five. I can't do six. You do like to call three,
then highlight these. Can quickly see that there are three
columns, isn't there. Then if we press full width, what these got big,
this makes sense. So like an H2, this
is one header, this is two headers, this is three headers. And then, you know, you
do some coloring here. Yellow, green, purple,
and then boom, you've got a pretty little
star to a workspace. You can italicize stuff, bold it, you know what
I'm trying to do here. So this is just kinda pointing out some of the ways
that this works. And then the only
other advanced block that is left is a code mermaid. So you can essentially put goat in here and
it'll make a diagram, which is not what
I want to show you in a basics of an ocean cores. And to be frank, I
don't really use this. So that's that,
that's pretty much the core fundamentals
of how blocks work. And we're going to get into
databases shortly here. But I did want to make the next module all
about how to get started with working
in a page and having an example,
organizational setup, as well as navigation so
that you can get started navigating through
pages and having things work better than using
this sidebar over here.
6. [1.6] Navigation & Building a Setup: So now that you've learned
a little bit about how to utilize blocks
and your workspace. I wanted to jump into how
you can actually utilize your workspace is space to make pages and an actual setup. So I'm just going to clear
out this example page here. And I actually recommend
a few different ways to navigate within notion. So I really do not
recommend utilizing this. I don't think it's very good. Lot of people don't seem
to enjoy it too much. But there is a few options that I will showcase
if you're open to it. So first of all, you can have a very
basic system and notion. You have to have somebody
advance like me, and I'll walk you through the easiest to the most
advanced looking one. First and foremost, say
this is your homepage. You can either have it
full width or small width. And what you can
do, you can set up like slash column two. And then I would recommend
putting some h two's here, copying this over here, here, just going and
pasting some h twos. And essentially what
then we could do is we can add a couple of
different sections. So e.g. I. Could type out work
and when I would like to do is put a
little emoji here. So like work on a
laptop or something, and it can put a enter
and then do slash div, or obviously the other one. I'll show you how
you can do health and then put something
like a salad. And then instead of
doing slash have, I can put three hyphens there. Then I can put something like
side hustle and put them money, emoji, other divider. And then another one that I
can do is make a section for social or just like life
things I do life and then animal silhouette
one do slash div. And then we have
some sections here. So if we like press
enter a couple times, we'd see that we're
starting to get a look at segmentation here. So say, I wanted to have
an example each year, you just categorize
these things. Different ones like work tasks. As an example page, I can imagine a
checkmark content of the pages is not necessarily one I want to showcase
to you right now. It's more so making a layout that's comfortable
to you though, this could be work tasks and then just to
make quicker pages, I'm going to duplicate this. Move this over here,
can change this to like meal planner icons
pick a food, like, let's actually do a
knife and others to get emoji here if we wanted to, just so I can choose
some examples, meal, food or I'm gonna actually just copy one of my own templates really quick just to showcase, to see here we've got
some meal planner stuff. And then if I put a little
template and for work tasks, just make it a little
to-dos template right here. And then some other ones we can do just as examples would be, say I wanted to do a content
calendar for a side hustle, like the one I do, calendar, social media calendars and amp example content
calendar is an example. So let's get this
template, alright, and some of these templates
into being full pages. And I'll have to show you
what turn into inline does, but it essentially
just kinda have to like press that right-click
turn into N line. Then I'm going to
drag this in there. I'll show you a little
bit what this means, but I wanted to go
through that quickly. Content calendar,
make this full width. Remember that's how
you can do something. And then one more so we
can do another page, look at some example templates. So life Reading List habit trackers will travel
planner could be fun. Let's do this one
to this page will turn into travel
planner in a second. Awesome. So then now you'll
see if I press home right here and we get that like breadcrumbs situation, we can go between different
pages pretty easily, right? We click on this guy, click out, click
on this guy out. You're going to have a
lot of different pages. You're going to have more
than what you're seeing here. I have a very advanced
setup for a lot of different things and you can get something like this using
the Notion app system. I use the Evergreen
notion workspace option. However, you don't
quite need that. I navigate with this sidebar,
which I think is fun, and I'm going to show you
how to do a sidebar like this or navigate in a
different way. So say e.g. you found this is fine. You can just click on this, go into the page that
you want to work in, and then go back out
to the homepage. We could obviously just favorite
the homepage like this. And if that's your preference, go here or you can quickly
click on this right here. It's kinda up to you. If you're on this page, easily navigate back to here. However, I do find I'm not a huge fan of that and others
don't seem to be either. So what was a great
update was when a couple years ago notion
had the sink block invented. And I used to have to hack it in a weird way that I won't
get into in this video. But now if you do
slash succinct, but you can do is
first and foremost, you can copy the link
to this page and then say you want to just
paste the link in there. You can mention the page. I put a little
hyphen to separate. Then from here, let's do a copy. Then we can go into
each of these pages, paste and you'll see in kinda
keep doing this process. So if I copy this link
and paste this in here, I mentioned, do another hyphen, copy the Sync block
by clicking on this, going back to the homepage by
actually clicking on here. Now, then you'll see it's a navigation bar that's pretty simple and easy
to use at the top. So if I go down here, paste this in here, hope you're picking up what
I'm putting down. You then can copy the
link from right here or press Control L and then
paste it and mention it. If you're going to have a
lot of different pages, this can get excessive. But what you can do is you can actually only pick the pages
that matter to you like e.g. in my workspace on this
homepage that I have. What I have is what
I like to call pinned pages over here and
then act of pages here. So our capability is an important thing
and that's more of an advanced structural
concept conversation. However, active is somebody that you're actively
using, right? It would be a page that you haven't archived
or gotten rid of, whereas pinned would be like
in your navigation bar. So if I go back to this page, I would consider
these pages pinned. Say, I don't always go
to the travel planner. It's more of an accessory, But we go here, do slash page again, we pick another
template as an example, we can go to something
like simple budget, which would also not
be something that I'm continuously probably
using from me, at least. I do this again slash
page templates. And let's actually
do a habit tracker, which might be something I use often sending what I can do is I can paste a
succinct block here, the top like usual. So I have to go back to the
homepage, copy and sink. You can also click on the
six dots and do this. Or another option is Alt Shift L. And if we go back
to the habit tracker page, shiny new page, you'd make, you do this, do paste and sink. Then what we have here is
what I would consider more of a consistent thing so I can press Control L on the page. So hyphen, paste this
out and do a mention. And just once again, mentioned
makes it so that it's like an inline texts thing
rather than if I press blink to page
when I paste it, it will take up an entire
block and the row, which is very useful for something we'll get
into later because I want to show you a couple of different options
for everything. Then if we go back to this
work tasks really quickly, as you can see, the
navigation is much easier. And click on the emojis and do another check mark
that's a different color. So habit tracker can
be this blue one, and this could be a
different one there. Now if we go to Home here,
what I'm gonna do is actually just show you a couple of
options for St. blogs. And in order to have
this very fun for me, I'm going to essentially
do slash toggle. Then I'm going to
take this block within the same block
and hide it in there. So I'm going to call this
the mention navigation. So it's an example for
how you could possibly navigate through your workspace
so that you can see it. Toggles are on toggles
matter where I'm at. So here the whole
point of it was, I want to give another
type of navigation. As an example, I'm
gonna do an emoji. So if I put this
colon and type home, we can take the emoji
of this homepage. And what I'm gonna do
is on this block here, I'm going to change this into an H three, so it's
a little bit bigger. Or in some cases,
maybe even an H2. This size is pretty
solid in my opinion. So what you can do now is on
the page just like before, you can press Control L or Command L and then
copy the link as well. If that's what you wanna do, you can either click
on this to paste it, or you can just literally
pilot it and Control V, and that will do it as well. And then if you press
Space and a hyphen, but you'll see, is there some other options for
what I want to do here? So now let's, since this sync to block
is already in there, what I can do is I
can copy this link, do another Knife isn't emoji. And then a cool option is
actually click on this link and you can type in meal planner and it
should pop up, right? Then we go through the rest
of this process space, hyphen the copy that
link or just do calendar and then do
a content calendar. So type content calendar, okay? Now, key thing to
notice here is if you see this whole like extra
backslash situation, you have multiple
different things. The reason for that
is is that there's a page called content calendar
and then there's cold. Then there's the
content calendar, which is the actual database
which we'll get into later. Just a quick note about that. What I would
recommend is that you append any databases
that are within a page. So I don't really like
full-page databases. I prefer inline link databases. I put a little parentheses, DB as a naming convention to help get rid of
this confusion. So if I change that and go here, link that you see there. Now it's content calendar, BB or the page, this would be this right here. Somebody got it. Now if I
go here and double-check, the habit tracker was
the last pinned one. So if I do this and do have it, That's not even check
mark the blue one quickly do this habit
tracker or once again, I can copy this link to
paste it right over. Now we have this as
an option where if I click through this and
click to the pages as well, it seems like I forgot this, got to copy the link to the content calendar,
paste it in here. And I have multiple types of navigations all up to you on your preference.
We get this one. Could be, your favorite, could not be, not really sure. Silly up to like,
do you like emojis? Do you like seeing dimensions? But this is the basic idea of do you want that
navigation bar? Do you want to
just click on this to get home and then find the main pages and then
have it like top-down. The most important
ones are at the top, the least important
ones are at the bottom. An easy way to navigate
through the workspace as well. It's just your preference. Like what do you want to
do? You want to click them like this, work, work, work, click on a page and
then go back to home. Or do you want to click this? Or do you want to click this? What is your instinct
telling you whatever it is, I would pick that one. So then I'm going to do one last little bit
of a trick here. So there's a workspace I have called the nose
should begin our bundle, which can get you started with all of your
different notion needs. And maybe you found the course through this
or my other templates, I would recommend that
you do personally, I think this is the best
looking navigation is the fact that full-page width
is like awesome for notion. It takes up the
full page on like coda where it really doesn't. So unlike a homepage, e.g. I. Can do this and do full width. And I'm just going
to toggle this as a emoji navigation and
sort of hide this guy, grab this block, drag it in there. Let's see,
it's still in there. If I open or close it, we're just going to not deal
with this for now. What we're going to do
is we're actually going to drag a block and go
to the left of here. And you'll see if I slide this guy sort of
even these two out, a little bit of room left over. So what if I took this concept of a sidebar I
manage is not stink. Which I think like,
that's totally fair. This is like, okay, but you can see if
I click on this, this is the actual database. This is the actual database. If you have a bunch of databases
on the same thing there, it gets excessive when
you have a bunch of views to which we'll
get into later. So that's just, it's not good, in my opinion minute
amount of ligand. So what we can do is we
can take this concept, we can make another sink block and we'll see we got a
little bit less room here, but it can be pretty useful. So if I copy the link here, I'd recommend you do from
a structural standpoint, we'll get into databases
a little bit later is actually segment
things like this. So I could do a slash call-out
and then do something like an icon or an emoji that is
a navigation icon just to, to signify that it's navigation. Can copy the link
to this homepage. They stay mentioned
here that the only type of text that you can put, you can only put text in here. You can't like put a
page or a link to a page here because this is
the block itself. But if I press Enter, Shift Enter within
a callout block, if I press Shift Enter
within a callout block, I press enter, then drag
another block in there. What you can do then is
linked to blocks in here. So this e.g. can now be our navigation, which is I were to click this, copy it, paste it
to link to page. Can see if I copy
this, drag the block, paste link to page.
Kinda just like this. Now you might want
to add a little bit more room than I did. Overambitious on how much
room I wanted to not give. So something around
this is pretty solid. Two, Let's copy this link and paste a couple of these
in here, or once again. And do like a plus sign, habit tracker, link to page
or slash link to page, instead of that as the plus
sign does mention my bed, then drag these, put
this right in here. So then what we can do here
is copy and sync this, go into the different pages. So say you're thinking of having a little multiple
columns situation here. So slash call to, let's just hide this
under the rest of it or the top of it and do this, make it full width, base this. So this guy I like right
here, we can go home. The same concept, right? So we press Enter, Enter, which by the way,
if you press enter multiple times and
it's not just texts, it'll turn it into
text as you saw, it went from toggle
because he wanted a new toggle to texts. If this was a to-do
block, do the same thing. If I press Enter, it'll turn it into text. Then if I do slash call
to go in the middle here, drag it over here, paste this guy out by
the spacing right here, like this in here, it's looking better. It's looking better. So one more time. Do this enter, enter that go into
the side of it, or by the way, and also click on
a block like this, and then press Enter and it'll let you do
what I just did. It just quicker to click the
end of something that's e.g. texts. But if it wasn't text, you can click on this
six dots itself and press Enter twice and you'll
get a new block to go under. So if I press Slash call to this over and do this
whole thing one more time, we keep misjudging things. I can then take
everything within here. I can click the dead space
on the right or left. I usually pick the
right since there's no default navbar there. Then one last one,
copy and sink. Go to the habit tracker, do this one more time. This guy out slash call
to paste this full width, change the sizing to right
about here. Scroll down. Drag from the bottom right
is usually the choice. And then Nestle listen here. So you got multiple options. How do you want to
organize your space? You want to have it like this, where you can
navigate like this. I personally like this the most because then what you
can do is e.g. I. Could duplicate this,
have this little like, alright, this is the
home one, right? I can keep this the color, but I could make
the other ones like different colors and have
a default background. Or say we want to just click on this guy
a couple of times. Duplicate, duplicate, can
delete this homepage. Let's go back to the
homepage so that this looks easier to work with. So I can take this text, right, put work here. I usually probably put all caps and call up locks. Pretty often. Change this to the emoji that you associated
to it on a laptop, you can delete out the stuff
that's not quite those. Since these are links, it will not delete the
actual page itself. So once again, work
and do a salad. Well this guy health, hold it and then duplicate
this one more time. All this guy life, change it to a silhouette,
change this to a cache sign, and do side hustle, then delete out what
doesn't make sense here and what's not
categorized correctly. I'd also right here, work to now what we have
is segmented stuff. And if you want to, you
can press Enter here and put three dashes and
then hit Delete. And you can kinda have some dividers here for more
aesthetic, It's up to you. Then I can delete these. And what I would recommend
that you actually do as you press Enter here and do slash
page type in archive, put a little bit of a
file situation here. Then this is like an archive
that you can drop stuff into and make sure that you're
actually saving things. And then we delete this. And then going through
your workspace, you have the categorized different parts of
your life right here with what you want
from a pin standpoint. And if you want to
go even further as the last thing I'll
point out here, if you'd categorize this habit
tracker is pinned, right? You can drag this into
the live section, belief the link, and then this is where the
page actually is. It's housed in every
single one now. So what I have is pages
that I want pinned. Actually they're not the links
have the active ones here. So if I made some more
templates, so once again, slash page, Let's figure
out someone's here, work, Let's do vision and
strategy as an example, go back to home slash page here. Just make a couple of examples. Templates. This is the growth one,
health one, sorry, so workout, workout
related here, you can actually by
the way, go to here. And if you'd like, type in like workout, are
you scroll to the bottom? Anytime you type in something
that doesn't exist, it'll just ask you
to go here so I can find like a workout
calendar here. And then you'd be
able to get this from the notion
community as well. I have my own templates,
just, just a thought though. We go here, do a
workout calendar, running, paste this in here. Just an example that I have. Then go back this full width, do slash call to pick
this guy over here. Like this, makes the
name of the database, but Home, copy this
and paste it in there, drag it to the side of it. One last example,
one is the cytosol, so slash page, that's fine. Another one, maybe it's pruning tracker for an
employee benefits page for our future employees. You see now the logic of like, this is the main stuff that I have that's always
pinned on here. This is the secondary stuff
that's always been on here. That's actually personally
why I like this more rather than the other ones. And I do think that this just works better from
a navigation standpoint, we are going to get
into how databases work and how all of
these were made, and the structural
understanding of what a linked database is in line and how to make
nice page layouts. So we'll get into all that. But I wanted to show you just how to navigate
through the workspace, what are ways that work for you? So just taking something like this sink TetR and doing
slash call to pasting it. Or if you like that small width, you can use the other
kind of setup as well. It's really up to you, right? But I didn't want to showcase
to you what is possible, like something like
this before really just diving into the
crux of the databases. Because if you don't know how to navigate through the workspace, does it really matter if you
know how to use databases? Like a lot of people
just don't seem to structurally get like how to move around a
notion because this, I don't think the
sidebar is very good. Click on this T, all these million views
that are under there. If I click on this,
it goes to that view and it doesn't really help
anybody. I don't think so. I think it's nice to have
multiple data points around on one page and we'll get into that and other things like this
in the next modules.
7. [1.7] Database Fundamentals: In this course module, we're going to talk about one of the best parts of my
notion, which is databases. We'll get into the understanding
of what a database is. In this one, we're
going to talk about the fundamentals of
what a page databases would an inline databases
and had I'm kinda mess around with some of the basic functionality of a database. Then in the next
module, we're gonna walk through each and every single database type and the special features
associated to that at the time of
recording these. And then we're
going to dive into different properties and their
specifics in the module is falling that so you'll get a all-encompassing our
understanding of all of the different kinds of database functionality
in the next few modules. So first and foremost, let's
go into the cytosol one and then just do a slash
page really quick. Now, what you'll notice really quickly is that you can choose either an empty page
or you can choose a board or table or list or
timeline, calendar gallery. What these options
are, as you can see, very clearly labeled
our database options. So a database is a
functionally a bunch of pages that are
collected that can be assigned different properties
so that you can view them, sort them, filter
them, group them, and PPAD data and specific types of
metadata to those pages. So first and foremost,
when you press like table right here, what that does is it says, Hey, do you want to
bring in data from a specific data source that
you already have, like e.g. the expense tracker that was from earlier, not particularly. Know. If you're making
a page like this, then I would probably
just do new database. You'll notice here this is the only time when a
description can be added. So a lot of people do
example description. Here. You notice this with a lot of different templates that exist. Usually like some red texts
notion did this for awhile. They had like example
templates with some red text and this is like a
full-page database. And the difference
between a full-page database and an Inline Database is that if I click around here, what do you notice? You know, that trick of
like pressing Enter to make a new block does not work. If I go to another page,
you'll see that I can. Obviously there's
just one with texts. So my bed, if we go to
the Budget Tracker, see there's just like
a database in here. There's entities, there's
select Properties. I can, I can manipulate stuff, move things around,
as mentioned earlier. If you go to click
on a block here, press enter and
click off and press Enter, give you an extra block. Or if you go to the
top of page and do it, you'd be able to
manipulate blocks because this is an
Inline database. So functionally the
difference is this is a block that you
can drag around. Now as mentioned prior, you can't drag this to the
left and make a column. So if I press this
type some text, you see that I can do this. However, I can't make a
new column like that. So you kinda have to do is make a column before doing that
if you want to segment them. But regardless, what you
just saw, by the way, quick trick, delete out this space is only one
block here in this column. Delete this twice, sorry,
There's two blocks, not a bing bada, boom, gets
rid of the extra column. So what are situations
where you'd use a full-page database? Honestly, the only times I'd use a full-page database is if you have a backend
page like e.g. what I like to do is have a, what we call a structure
is like a structure page. If we do slash page
and do structure, but a little break icon, what I would do
here is take this, move it out and make an
example database back here. And then we'll get
into link databases. But essentially paced
out the views because essentially having
your actual database is out in the open, like e.g. if we go back here. So first of all, a reason I don't like databases
like this is that the clicking around is
atrocious to get navigated. But as you'll see
here, like if I e.g. wanted to duplicate this
and make another view or have multiple different
views but use the same data. I duplicate this. It doesn't like
duplicate the view. What it does is it
duplicates that itself. As you'll see, it made a database with a
parentheses one there. And that is what happens
when you duplicate a page or a database that'll just give it with a one used to say copy of
every single time, which was really fun
to edit the time. But now it's gotten
a lot better notion. So what you'll see
here is if I like, type some extra numbers in here, if I put like 1,000, 10,000, whatever,
change the numbers. These are two different
things to different entities. However, if I copy
this link going here, pasted it out, these be
two different entities. Now, I like basically
having the home here, or by the way, you can
always press control and left-click and it will
open up new tabs for you. I go to the structure page. I can always copy
this link to view. And then I like
putting it out in the open because say e.g. I wanted to make this like this. I changed something in here, changes the data in the backend. And if I delete, this, doesn't delete the
actual database, but if I deleted this, it would delete the
actual database. So e.g. what I'm gonna
do with this is just a way to get started with
this whole situation is, as we remember from before, if I go to the structure
page and delete this out, first of all, I'm
gonna go back to home, put a little copy and sink here. Go to the structure to column to make it a full-width
page and just the size. And now we're gonna do is
we're gonna take this guy, we're going to move
it to structure. Then we have this here. Now, obviously we can categorize different things and
then basically have, like on the homepage,
what we had was different sections of pages with views of databases in them. That's the smartest structural
thing to do in Notion. I know that's not
very fundamental, but I want to just make
that a point right now. But instead we're gonna do, is basically, we're going to actually do
that example right now. What we're gonna do is
we're going to take this, press the six dots, we're going to turn
it into a page. So what this essentially does, so we'd like to make
it a cash symbol, is if we then go
within this page and copy the link to view that we want and we can paste
it right in here. So then if we paste it
and press all expenses, this is a linked database
that we'd be working with, which I much prefer working with and are lot
easier to work with. Whereas if we go back here, see this Inline database, if we turn it into N line, I, delete this, it's gone. What is in the trash? Getting them out of the trash. It's just a pain, but
you just don't want to have to deal with that
situation happening. It's like, oh, say
you're on a page, you duplicate a view, paste it out, then you leave the original database somewhere, and then magically it's gone. So that's just what we want to avoid when working
in the workspace. And just to point out,
working in a linked database, you can edit properties, you can everything
the exact same way. It's just the fact that
if I duplicate this, edit both, which is great. But if you duplicate the
other one is just making a new collection of data that is completely
separate as I showed earlier, we're going to show you some more advanced
tips and tricks on linked database
is in a bit here, but I do want to show
you a few last things on how to edit data
within a database. So first and foremost,
if we click on this, you'll notice that you have the exact same properties
that exist within here. So Open, you have a couple
of different options. You can press layout and you see that
there are a bunch of different labs
that exist and how you want to open the pages for this are unique notion
to have this feature come out about midway through 2022 or towards the latter half. And essentially their side peak, which is what the default
is that you solve for tables where it'll
essentially peek out. We can adjust this
left to right, see how far you want it to go. It is not bad. A lot of people like it.
I am not someone who usually uses it for
a lot of stuff. I still kinda still use the
default option from before, which is if I go
to the three dots again and change
this right here, it'd be centered peak. So centerpiece just
kinda shows part of it, which I personally
think is fine. I speak still find that it's
just totally preference. Some situations you want to have a side peak so that
you can look at a task list and like what task you're working
in at the same time, it's very contextual to
what you're working on. In this situation, you'll see
that there are properties. So if I change this to $60, this is the groceries
page that is now not only just a page but what
is called a database item. We collection of pages are
a database and the name of a page when it is within a
database is a database item. It's very important to know
that for when you get used to dealing with APIs and stuff, you'd get advanced the notion. But going back to
this database item, if we change this to $65, you'll see changes in $65 here, which is the exact same
thing as if I change to 70 here and I open it, it will change it to 70 here. Now one last thing
that you can do, by the way, is if you
click open again, this is another way to change what you want to be the default. So you can change it to full
page right here, right? So if I click on this, what that does is it opens it all the way and then you'd
have to go back here. Then you're like, wait a second, but this is where
the database is. This is the one tricky
thing about working with linked databases is the fact that if you open
it as a full-page, you'd have to find your way
back to the original thing. So what I usually recommend
is knowing how to go back. I have a key bind on my
Logitech MX Master three, but this is a really important key bind for you
to remember it's Command or Control and then left bracket or right bracket
to go to the next page, learning how to do back
and forward in anything, whether it be tabs on your
web browser or Notion, or using File Explorer. So huge in
productivity workflow. So just please remember how
to do that for your own sake. Once again, I can change that layout going
back to side peak here and changing 70, 70 here. So these are called properties. I'm going to get into what
all of those are in a bit. But I do want to
point out that at the bottom of
things like tables, which we'll get into later, you'll see that there are
specific different types of things for different layouts. I can switch to a board view and it looks
completely different. It's all about
understanding what each of these layouts do for
your preferences. And just a couple
of minor database things that are universal across linked and inline
databases is that you can hide the database title
or edit the database tunnel by clicking on these
three dots right here and doing this, or you can actually view it. So I hide it, it
would disappear. Honestly, there's two
different ways you can sort of make a visualization. I think you can either have this be like the defunct header or you can hide it and
then have what above it be the header would you hide? And also go back to Layout here, you have the option to show
or unsure the database title. Just like that, filtering and sorting are things
that you can do. And notion that we'll get into. However, we're going
to have to like, kinda go into some properties to explain even how those
makes sense contextually. And we'll get into those kind of things in the next modules, I will say one final thing about basic database functionality
is that you can always take these pages and drag them
outside of a page like this. So you can always take a page within a database
and drag it outside. So there is a bug right
now in Notion where this just turns into a
link and then it goes into the trash which we hate. Not like that. Over I just press restore page. Then if I go back, see it does exist again. However, quick way to do it is to right-click and then
press Control Shift P, or click on that, and
then go to the page, It's N, and then it's
essentially dragging it out. That kind of stinks. That dragging out when
it gets updated will be better. It's been
like that for years. It's just been a really
great feature that somehow got bugged about a
month or two ago. And what happens is if you
drag a page back in like that, you see there's sorting,
we'll get into that later. But it comes right back with the database
properties associated to it. Which is funny because
if we undo that, you'll notice it just looks like a regular page
without properties, but it does keep that
metadata is stored from the previous
database that it was in, which is really nice. And it's something
that is very valuable to know when you're
working like that, like, oh no, I dragged
it out of the database. What's going to happen? Well, you can drag
it right back in. Or even in this case, I right-click it and
do Control Shift P. And notice if I click on
the expenses database, it will actually move
it just like that. So you can move
things in and out of databases just like you could with pages as we
talked about earlier. Next up, we're going
to get through every single database type that exists and how they can be
used in various workflows.
8. [1.8] Database Types: Now this is gonna be a fun one. So in this module we're gonna go through every
single database type and the intricate
bits of all of them. A couple of things
before we get into that in the camp of some
database fundamentals, but interacting with it seemed a little bit more good here, then sort of doing it just
in the previous module. I will say that in order
to make a new database, you just type slash database. And you have the option
to make a full-page, which we'll see here, which
is the full page option. Or if you do slashed database, you will have an inline. We'll get into the rest of
these views in a second here, and the linked views part
of it in the next one. But making a new one like this, The name is edited right here. So edit, this name is
how you can edit that. So a new database. Then right here, I can
open it as a full-page. So as you can see, we
can look inside of it just like how a page works. So that's another
reason why I'm like, I don't really get the point of having just the page one if you can always open it like that. And then you can make new
views by duplicating. And it'll duplicate the previous few ad views by going here. Click on that plus icon. And then when you have
more than a couple and it gets to condense text wise, You can flow through the
different views that exist in the
databases like that. Now working with this
already made dataset is gonna make a
lot of sense here. So if I have coupled different
things that I duplicate, so I highlighted a bunch of
different database items. I press Control D, do
Control Z. Show that again. Right-click control D, or right-clicking and clicking on it like I just showed you, I will point out
that within here. You can search on the top right, open it as the page and edit all the different properties that are showcased
just like this. Let me work through
that back-and-forth. So if I type lunch
in the search bar, it will search, which is nice feature that
notion is added. And as you can see,
this count changes. So we're working in a table
property and not all of the databases have this calculate the bottom of the
nice thing about a table. It has some pseudo Excel
isms in it, right? So at the bottom here, you have a bunch of different
calculations that exist. So when it's the
name right here, and if it's like a name
property or a text property, you can count how
many are there. All the values you can
see here, very similar. So count values. So how many different values exist or you can do
count unique values. So if there's only
seven unique names here, or count empty, there's zero empty, empty, there's 0% not empty, 100%. So Sam works with this math
over here. You can put a sum. So you can see the total
intake, the average. You can take, minimum, take maximum and range, all of these very baseline
functions that you can use. Our nice to just
take a glance at. That's how like
this monthly budget originally showed 3,500 bucks. So just going through some of the basic things
before we get into this table view on this
three dots clicking on it, you'll see here what you have is the option to
change the source that the data comes from right now it's coming from
the expenses database. But if I click on this, it's completely
different database. I'm going to undo
that or I can go to expenses and R0,
grab that data. Next you'll see here there's this thing called properties. So we'll get into properties and what
they are in a second. But let's just pretend like these are entities
that you kinda get. So let's do some basic ones. There is something called
a number property, which you can change
the number within here. It can be basic numbers, it can be dollar amounts
in multiple currencies. This is a select property
where you can sort of make it a tag that you can only
select one at a time. And then you can
categorize things. Date property, self-explanatory,
assign a day to it than a text property
where you can just like write some texts
in here, example. Or, you know, I got some
great apples today, right? What you'll see here is if
I open this once again, there are four properties here, but there are only three
properties showing here. Now, the name of
it can be changed. It is not, it used to just be the default name, but now it is. It is allowed to be changed. So I wanted to change it to
expenses and press Enter. You see an ads and S here, and delete that and you'll
see the type is right here. So you can also go
and see really quick. I'm going to hide that again. You can see a couple of different interesting
things here. So like I said, first of all, only three are showing
out of the four. And that is because in
this property section, see there's a hidden in table. So if I click on this, what will happen is
that it'll extend the table to include that. So you can go within
this three dots and properties and hide
things like category. It's gone now, or can right-click and hide it
and in order to unhide it, you press these three
dots ticket like this. Then the same goes for
moving them back and forth. You can drag them like this on a table or up and down
further databases, or can move the order like this. You see the name expense even
cannot be the first thing. And then you have the option
to make a new property will work in your
databases like this, and I'll get into
the types later. Let's just pick a text,
one new property or Can hide it, once
again, duplicate it, or delete it, has multiple ways to get
to where I just am. I can right-click on this
and press Edit property, or I can go to the three dots, click on it and then press
this little caret over here to edit the
property as well. It's all up to
what you wanna do. And it will say one last
really cool thing is that e.g. if I click on this, you'll see there's an icon here. So the black and white
icons do really come in a nice feature here
because if I put cash, you see that this
amount one gets changed rather than it being the default number
symbol of that property. You also are going
to be able to do sorting and stuff in
here and filtering, which we'll get into later. But another nice
thing that you can do in tables is RAP properties. So e.g. if you were to have
a longer text than this, if a column is not wrapped, what's going to happen is
it's going to cut it off. But if you want to wrap
this specific column, you can do that and go to
Properties right here. If you were to lay
out right here, you can do wrap all columns. And then any column
would be wrapped. And click on all these, you'll see that they're all wrapped. I can undo that by
going back to source. Sorry, I can undo
that by going back to layout on ticking that, then only picking
this specific one of the comments so I can see the entirety of that note there. Another thing that you can
do with every database is grouped different items. So I can group things by the category here
to really nice. Grouping is a very cool feature. You can basically go
in here and sort of categorize things by
certain properties. Groups work for pretty much every property
except for roll-ups, juicy here, it works for
like text properties, date properties,
number of properties, which I'm going to
change this for so that it stops being
confusing by pressing remove. But yeah, you can hide
different groups. You can change the color
of the property here. You can delete the
property here. So I'm just going to ungroup
it by going back here. You can also hide them to
herbs, but I'm gonna go here. Go back to clicking None
That's not grouped anywhere, but just so you know, that can be done in
every single view except for calendar
and timeline. So the majority of those work. And then you can
also lock the view. So once it's locked, can't have people
randomly dragging these around or moving that you see there's no six
dots here anymore. He can't talk with
these on or off either. Then you can unlock it by
clicking here, just brilliant. And also change
the load limit for how many entities load
by clicking on here. And this could change it to ten. So say e.g. I. Duplicated
some of these. See right here, if I go back to load limit and make it 25 and then make it
ten, you see that? If I wanted to see more, I'd have to click Load More and then that would allow
them to populate. And by refreshing the page, I can get rid of this realloc thing that's not there anymore. You can also change the icon of the view itself by
clicking right here. So I can change this to this to show the expenses are
cash icon right here. And then what we
can do specifically for tables that are different for than any other
database is you can add sub and parent items. I have entire, an entire video on this, but
long story short, it's like a subtask or projects sub-tasks
option, that's nice. So Sub Item, parent item, we can then call this main
expense for this context. So we go back here, sorry, I clicked off main expense and then sub item actually makes
sense contextually here. So groceries could be here. It's like, alright,
what are the sub-items within this? Add a new sub item. Alright, well, sub item would be Apple's got some
great apples today. What else we got?
We got bananas, shrimp, some good chicken wings. You can see right here,
there are a lot of really fancy things
you can do with this. We can go over this in
more advanced course, but this is the basics
of how sub-items work and we'll get into how
relations work later in this, but for now, we'll keep it easy. So that is the overall stuff with the TableView moving
into the next one. We go here, we can change a
view and changing it to list. Or I can right-click
on this guy, duplicate or add a new view, then make sure it's
the same data source which should be and
change it to list. And I'm going to hide
this database title. Now what we have here is a
list of different items. You see that the apples,
shrimp, bananas, and chicken wings are here now
because they're sub-items. I'm actually just going
to delete these out. So you can highlight
all of these. Right-click and delete or press the Delete key or Backspace. So Alice is very similar
to a table from it, just like this
bottom-down contents. And just like that, you can change different
properties right here, can showcase different
properties like this. Now very nice and new
update is that unlike the majority of databases, database views, you can edit properties within
them like this. Unfortunately, before you'd have to click in here and do it, or even clicking
the name and do it. I think if I add a
new database item, like before it was like
open up a new page. The only way that it would like open up naturally like
this and not show any of these categories
was in a table. So this is very new thing
and it's very nice. So another thing would
be breakfast with mom. So I can put $25 here. Put big breakfast with
eggs, category food. Change the icon to x. Hopefully
you're getting an idea of what this list
property as you can group things within it. So you can change the
grouping to category. Once again, I think this
one personally looks great with checkboxes and
we'll get into that later. But overall, this is a very
aesthetic and clean one that I like for like checking
off tasks and whatnot. Next we'll get into
a gallery view. So if we go back here
to the homepage, let me go to the content
calendar right here. And this is a nice example
of a gallery view. So to gallery view
is essentially, sorry, this is a board view. We're not looking
at the right thing. Let's duplicate this
guy and change this to gallery view. My bad on that. Awkward. So right now what we
have is a gallery view, and in here you'll see the default opening
is the centerpiece. The difference between this and table, it's pretty obvious. What it is is a more visual
representation of things. My best example that would
be in the meal planner, which is what I should
have went to in the first place,
which is right here. I have this like
recipes one, right? So you'll see that it just
has this nice visual to it. The way that you can have
this cover is a few ways. So we click on the three
dots, go to Layout. You have the option
to pick between a page cover being what
the item shows us. So right here, I add a cover. I have the option to
upload something here. So it could be Apple. And then you'll see
right here, this is the only one that has that. Or you can change it to layout. Page cover is page content. So you get the texts that shows the size to pair the
ingredients and stuff. So if I click on this, you'll see that's the
beginning content that exists within the page. That's what the preview is. You can set it to a cover image. And what I mean by that is I literally made a file property, renamed, it governs image
and uploaded file here. That's a personal preference.
Don't have to do that. Can you use the
cover, page content, whatever your preference is? Or you can also
for gallery view, absolutely get rid
of the cover image. Just like this sort
of grid layout. In that sense, very
similar to the other ones. If you press this
edit sign here, you can hit any of these
different properties just like before. Let me show you the
prettiness of it again. Go back to card preview. You can open it up and edit it just like any other
item in a database. You can add more
or less properties like how long the prep time is, dietary preference are
you visit vegetarian? What's the health status? Is it a very healthy dish? Can add like very healthy, or you can also group them. So e.g. cooking method. Is it in the crockpot? Heck, yeah, it's in a crock-pot to do a lot of crackpot recipes. And as you can
see, grouping also has the toggle capability here, which is very convenient.
I don't really grill. Don't have an instant pot
and you don't have to cook. Apple's. Hopefully, we get a
lot of oven options as well. You see I have multiple
different views here for like time of day, which is I got, I really think this lighter
one like makes me hungry. So I'm going to get into the next thing which
is the board view, which is right here. So getting into the board view, we'll see that we have a lot of different
options for this one. So what people like in a
board to as a Kanban view, the layout and symbol for
this is this guy right here, as it says, Kanban board, great for project planning
and bug tracking. So high this right here. You can change the card
preview to show media. So this is a file that
they attached to it. Page cover, page content or not. Lot of people use none for this. It's up to you. But essentially the point
of this guy is that you can drag it between the different
stages of a pipeline, but it's great for projects. You can edit the properties
within this just like that. Clicking on this, edit the name by clicking on this
edit right here, change the property date, change the assigned
to, to get into later. Then once again, edit what
properties are on there. So hopefully this is starting to make more sense as we go along. And then we do have
a timeline one. So I'm gonna change this
to a time line view here. So what this essentially does is you'll see it's
like wait a second, this is the most recent one, so let's make sure we go
to a more recent date. Nice template notion, 2019. That's an old template. Let's go to December or
January 1st of this year to January 7, 2023. See an example of how this works here. You can press today. We can group this
by month, hours, day, week, every other week, every quarter, or every year. Which obviously is great
for project planning. Let's do is just do
a month here and change the date property by
dragging this like this. You might be asking yourself,
well, what's the date? Now, if you go here to layout, can pick, show timeline
by the deadline, e.g. or the publication date. So you can also have a
separate start and end dates, deadline,
publication date. So we can have like the
deadline was January 1st, but the actual publication
date was we end the date here. Do ninth, she will see a change. This a little change the
first property like this, I changed this, it'll change the second property like this. And this is the only database
type that has dependencies, by the way, which is
a new feature that comes along with the
sub items in Notion. So some items are also within
this database as well. It's table and timelines
show some items on here. So e.g. showcase,
who's assigned to it, any links associated to
it, the deadline dates. Or in this case,
we'd probably do the publication date is
that's the end date. And you do have to
click into this to edit the properties. Unlike the other database
types we've seen. That's actually the case
with calendars too, which we'll get
into in a second. Personally, I think it's
fine if you want to have the default board view or grit or grid slash
gallery view right here, rather than like
changing the icon because it's a little bit
like confusing in a sense. If you don't like
remember, I don't know. It's totally your preference. I mean, for me I really
prefer like seeing like, alright, this is, I know this is a board view, this
is a table view. Having them memorize,
it's good for me. And then lastly, we can
go into a calendar view. So this right here is
literally just a calendar. First of all, it only can
be shown in a month view. Yeah, that's a problem. Yeah, we don't really like that, but it is what it is. A week view would be amazing and hopefully notion
implements that soon, But essentially same
thing as with most stuff. If we add a checkbox
to this really quick, just add this property. Then if you remember here, properties at a checkbox, you can edit a
checkbox, a calendar, but you can't edit
anything else except for the date which you can drag around like this in order to change what date you might be asking because
like wait a second. This is the deadline
calendar, right? But this is the launch calendar. How do I change the date? So let's make sure we have
this set to January 1st again, her second whenever I
go here. Okay. Cool. We see that. So how do we how
those things change? Well, what you see here
is in the three dots, you to lay out calendar by show calendar by it changes it. So go to publication date. It changed the
property at assigns it to if you're asking
the question, can you take multiple
different dates and put it on the same calendar? The answer is no.
Unfortunately, there might be some like fancy
formula work around, but that's not for
this kind of video. When it comes to
some roll-up stuff, we'll have to show
you how to get a roll-up date property showing in a nice way
on calendars as well, because that is a little
bit nuanced as well. But this is a very basic view, just going to drag things
around and look at them. You don't have to drag
anything. You can make a new page in any of these views by clicking anywhere that
there's a plus icon. It's kind of a universal way of clicking on things like usually there's a
plus, that means no. See there is a plus means now it also says new next to it. Usually you see that
there is a plus one. You hover the things now. You can male The name, but having to go into it, unlike before, imagine if
I just click then it was like this kind of convenient,
not going to lie. Once again, calendar view, unique in the sense
that you can't just have it be delayed. It will automatically if I press a plus, it'll open it up. You can also double-click and
it will make a new one in a calendar view to one
another thing I'd like to point out is sink databases. Once again, they're
technically a database type. I don't really want
to get into them too much because it's
Fundamentals course, but they're not great. They're being worked on a lot by notion and hopefully there'll
be better in the future. But slash sinks mixture between like a real database and connecting to
something else. We had the one from Asana
earlier that we showed. It's okay. Like we're not, we're not really getting anything
great out of this. It's connected to
my admin account. We link it to a sauna, to the marketing projects. Can I change this from
a table to a list? Sure. You change it to
a calendar. Sure. Can I change it
to a board? Sure. And change what it's grouped by and the board by
which, by the way, I skip this, but
grouping in boards, this is a mistake on my part. Can be grouped in multiple ways. So if we go to this one, we'd have grouped by
and we can change it to the status like that order
that we had for the Kanban. Then we can subgroup
it by like a sign. This is a great example
of it, like, alright, let's see the different
projects going on for not only this person but for me the same time, right? So example, project
spots a tweet, so we'll see right here that were in the same stage
of the pipeline. You can see as well, there's a spot for what's not assigned or what's not
grouped in any circumstance. That goes left to
right and up and down. And I can hide any
of these groupings just like this and
Hon Hai them by clicking on this or showing them again like this
bridge to that part. Little quick here, but
it's very basic stuff. This is kind of
stuff that notion, you get a feel for as
you work through it. And I covered the majority of what each root of
database type does here. And next we're going to get
into the link databases and we'll kinda do a little bit of this and
that while working along it. So I didn't want to
take too much time to get insanely repetitive
on each type. As with linked database examples,
it'll come up as we go. And with that, the next
module is unlinked databases.
9. [1.9] Linked Databases: Welcome to the module talking
about linked databases. So really quickly what
we're gonna do here is showcase some of the ways that linked databases can
really help your workflow. First and foremost,
we're going to go into this habit tracker page and take a look at the different
habits that are here for you. So what's hard? Oftentimes when you
have things like habit trackers or work tasks is that you want to aggregate things into maybe something
like a daily planner. So if we were to make a page, as we're working
through this process, we can just like to enter and then slash page
for like maybe a homebase daily planner
can add an icon here. This is actually one of the original pages that I had when I made Notion pages a
couple of years ago. And I think it's still is
pretty great till this day. So if you do full
width here, we'll see that a nice start to this is obviously going back a page copying and sinking this, going to the daily planner, making a two column layout, pasting this out,
and then finally, nestling this right in here. So hopefully you've
gotten that action. Figure it out when
it comes to making a new page connected to
your instinct block, whether it be on the
left or the top. And then right here,
we go back to this. What I want you to do
is copy any sort of view like a habit tracking view perhaps, and then go back. I press the back button here. But you can do Control
Forward bracket or back brackets to go
forward and backwards. And then what I'm
actually gonna do is paste out the link that I copied there and then create
linked view of a database. So that's one way
that you can do it. There's a multitude
of different ways. So e.g. if I were to make sure that there's an extra block here and then delete this. Now the reason I did
that was because if I just deleted this would
get rid of the columns. So then if I do slash
linked view of database, say if the type slash linked
instead of slash link, you can go to habits tracker, then you notice that
there's a month in it, january habit tracker. So I'm going to pick this
month habit tracker, cool. This is a month long
gallery view that exists. And we're gonna
get into filtering and whatnot in a second here. So I'm just going to limit this view for you by going
as you remember here, to the properties and then
load limit and be ten pages. So it limits how much
space it takes up. Then I'm gonna change
this layout to a list or a table view I think
would be good and then make this smaller. You can adjust the
size is like this. Then for the table view,
you can change the layout to get rid of the vertical
title than Nestle, this guy in here,
I'm going to just hi that you have a nice little
start for a linked database. And the reason for this is
that you might want to have multiple different databases
connected here to view it. So I showed you how to do that. But what you could also do is
take this work tasks thing. And we were right
here. So if we e.g. add this work tasks right here and do
the one that's mine. See, let me do my work tasks. What's really nice about this, as you probably just noticed, is the fact that when I made a new view from a main database, it gives me the option to copy an existing view from there. So that's why I really
like this structure of going from the backend page, having a bunch of
different views like this. So if I turn this into a page, we can think about
different things like, alright, so all expenses, let's say you wanted to go back here to your daily planner, delete this really quick
and add another one, but maybe not right here, right? I'm going to delete
this view actually. So how would we do that? Linked view of database expenses and then what one do I want? All expenses then? Now, how can I maybe make this page layout a little
bit more digestible? What I could do here would be if this was
a daily planner, we can get into some filtering later and I'll show you how. But for now, we're going to actually just drag
another block here. We're going to do slash
kyle to what did I just do that made another
set of columns. So we already had two. So now we did it two more
columns on that block. So then it divided it
into three in this row. I'm gonna go Nestle this
here, nestled this year. And as you can see, if you
have the view like this, this could be the title.
It's totally up to you. But what I like to do
is either have H2, H2, then little
checkmark, habit tracker, put a divider or you do a
callout block, that same emoji, like the gray background
personally make it bold, make it caps, habit tracker, and we can hide these like this. I'm going to move this text
over here and change this to bank and then expenses, and then delete the
duplicative ones over here so that the
example gets better. We can kinda Nestle
this right here. And you can see, do
you prefer looking at this or this
totally up to you? And that's just an example of what we're trying to go with. But right here we got this. We can hide this
and it could just be a nice little view
of what our budget is. Maybe you want to change
this to a list and then change the properties
from category to amount. Nestle this guy in here. And then maybe you can
think to yourself, how can I change the
spacing even better? This circle can get
closed down a bit. We'll show how that
property works later. Now we're kinda getting
a daily planner that looks pretty okay. I'm going to make
it both the same. So that you can just have
the same look over here. So we can do a little checkmark and call this actions, right? Because you know, it's
your habits for the day or it's your work tasks, right? So we have both of
these right here. And then e.g. what
if I wanted to add workout calendar
and add it right here? It only has a calendar view. But if I work
backwards from this, let's for now delete this view and go
back to my homepage. I'm gonna go to the
workout calendar. And this is the main database. So what I'm gonna do
is I'm going to add a view that is a ListView. And now we can do My
or Today's workout. Now, this is a kind
of a no filter is today in this
circumstances or old items. So I'm gonna have
to go find those. Will just delete this really
quick so I can just change the date to your
old that template is you right-click on this, change edit property and
actually change it just like this to type today,
I don't work like that. Now if I filter
this quick filter, date is type today,
and that's that. But obviously there's
an advanced filter that we'll get into today. Work through this
in a few minutes. Don't worry. This
is just showing you that the link database
functionality. Then if we go to
the daily planner, you can add another view here. We click on a workout calendar. We can pick Today's workout. You can hide this like that. Then the next thing you know, very quickly you're able to
see the really nice ways that a workout calendar can be on the same page as your habit
tracker and your work tests. And if you want to change
the order of these, you can click on
this left to right, and you're combining different
links views together, having reference materials so that you can quickly and easily access all the
information that you want to need on a daily basis. Great part about this
is like if this gets duplicated or deleted
for any reason, the exact same stuff, you're not deleting
anything in actuality, you're just changing the
visualization and views. Whereas e.g. let's just copy this block for pressing Control C.
If I delete this, go to my work tasks,
it's still there. I go to my workout
calendar, still there. Then if I go back to my
daily planner again, paste this in here, grabbed all the linked database items. It grabbed all the
link databases and pasted it up into
one nice group. You can see how a list
looks pretty good here. Whereas in this circumstance, maybe we will also
want to use a list as well by changing this
here to a ListView. And then we want to show
maybe the assign, the status. And then for the habits, this is basically showing
what type of habit it is. So we check this off, showing a really nice
anesthetic habit tracker and tableView makes
a lot of sense here. The getting rid of
the vertical lines is just an aesthetic choice that
you can toggle on or off, but it does kinda make
it look more like a list view while also
showing you the header, the property which is beautiful. And then over here, if we just have a
nice quick reference to our budget tracker. So we can probably add in different items
throughout the week and make sure we're not
spending too much money. The edit that they
made by having you be able to grab things
like this, e.g. by going here and
copying the link to this week's meals is beautiful because I can just
paste this out really quick, is awesome because I
can just copy this. Go here, put a little
header this week's meals, paste it out, create
linked view database. And then it also says, Hey, are you sure this
is what you want? And yes, I want the table view. Hide this right here. Put a little food,
gotten like salad. Then if I wanted to is
showcased earlier, I could, in this circumstance
turn this into a toggle header two and toggle this open and close so that if I wanted to quickly see, instead of scrolling, I could
want to look at my meals. It's totally up to you. And this is where a lot of the fun free reign
of notion comes in. You can have all of
these databases connect together with link databases
have beautiful views, have great column layouts
with a full-width page. It's one of my
favorite things that I like about Notion over coda, the fact that you have all
this page room to work with. So copying the link
to a database, copy the link to the view
in another link database and pasting it out or doing slash linked and finding
the data source is how you're gonna get all
this kinda stuff fully utilized and
your link databases, I want you to have a
workspace that you enjoy. So if this is one that
you're really into, make sure to try to
emulate it as much as possible with your own tweaks. Because the more you
enjoy your workspace, the more you spend time
in it and the more you're going to increase
your productivity, the number one indicator
of productivity is how much you enjoy doing something. And if you enjoy the workspace you're in, you're
going to work more. In the next one, we're going to talk a
little bit more about this whole visualization
concept and how you can make some more tweaks to have your databases
look how you want.
10. [1.10] Database Visuals: And I gave you a
little bit of a teaser for some database
visualizations. And what I mean by that is
not like graphs and whatnot, unfortunately notion
doesn't really have that. But I mean, the way that the
layout really speaks to you. So you notice here that
I have this sort of like almost grid-like
option here. And I have this toggle
like option here, which is a little bit
more emoji themed. So what I would
recommend is that you kinda watch this video and think to yourself what your preference is because
I'm going to show you, if you watch me do this
turn into call-out, how you can really
quickly and easily change the entire vibe of your workflow with a
few different changes. So you see, I turned this
into a call and you're like, Whoa, this is within there,
but I don't really like that. I can change the
color to gray, e.g. okay, Now I can change this actions bold and
get rid of this divider. I want, if I want to
make it a checkmark that as asked every time, a white checkmark, okay, if I want to change this to default background,
very interesting. You'd see you can have like
a sort of grid-like layout for your different things or you can have it
look like that. It's like and how I can
slow it down a little bit. I do a slash call-out to make this brand-new go
into icons here, type food, alright, say
this is this week's meals. Maybe just copy
this text, bold it. If you want to have all caps, you can retype it like that. Let's just leave it
like that for now. And then quick tip for a keyboard shortcut
is if I click on this and press Control Shift H, it will do the last color that
I selected on that block, which was default background. And then I can
nestle this right in here and delete it and
delete this divider here. So then we have a
different layout here. You can see the stark contrast between the way these two are. I personally really enjoy both. Recently I've gotten
into this sorta look, but it's totally up to
your preference right now. I can do this once again,
turn it into a callout. Rid of the emoji, bold, change that color once
again, Control Shift H. Then from there, what we
can do is we can change this icon to then from here, nestled listen there, and then it's totally up to you, right? Like I can edit this view to
specifically have a laptop, since that's like my Universal work symbol in this workspace, I can change this view
to a checkbox since that seems to be my symbol
for habit tracking. And then I can change this
view to having workout. Okay, that would
be this dumbbell. So that's a more minor aesthetic tweaks
that you can make. So I can right-click
here and do food. But I don't know if I
would personally do it since this is just
like the weeks meals. So maybe you do it again. It's not really,
it doesn't matter. It just like this is example
of visualizations that you can do and it
doesn't need to be a default background, right? I can click the six dots, change this to an
orange background or a green background or read because I'm in the
red and spending too much money, couldn't be me. That's not who I am, but it's
totally an option, right? And you can add some other really
small aesthetic stuff that I'll showcase
really quick here. So in a board view, e.g. you can click the three dots, go to the group section. Then what you can do
is actually sorry, you can go to the layout
and then color columns, and then that'll change the
entirety of how this looks. I think it's a lot prettier and changes things a little bit. And obviously you
can change covers like I talked about earlier. And all this kinda
tweak stuff is stuff you should
probably think about when when working in your space. I mean, do you want to have
specific color accents showcase different
things I know for me as a pro hacker
login to later, which revolves around these different subsections
having colors associated to it by putting in like a little red circle or
something like that. Next two items to
categorize them like e.g. if I do red circle right here, I know that this is
associated to the work tasks. So does that mean over here, I want to change this. Having a red background for subliminal
reasons. I don't know. It's totally your preference, but I do know that this call-out and putting link
databases inside of them was like a big eye-opener for me from an aesthetic
point of view. And I do think that even
in this circumstance, right, you can look
at this and be like, what about if I were to
drag another block in here, type slash call to
nestle this to the left, move it over here, and then just have a
slash callout block. Change this to the
default background, put a little bulb here and do ideas or just type
quick ideas, sorry, then this could be a section where I could type
down here or I mean, this is like an example of how people's brains
work differently. I could put a
little divider here and then maybe you
want to literally write it out in its own section where it gets quicker like this. And then when you have, if you go here to this
like by assigning one, alright, thinking about it, I want to actually move it into like a straight-up
database item here. So it's not just like
this written thing, but sometimes people just have a lot of
different thoughts. So e.g. if I were
to take this e.g. right, linked databases or database visuals
puts color boards, haul out blocks, column layouts. And then, alright, this
is the idea that I have. I'm going to actually go from a really quick capture spot, dragging it into the database. And then if I open
it up, this is a page with the idea
status and more, I'm still writing
it out and it's just a nice way to think about organizing
your pages so that you can have a much
more seamless workflow rather than a database
taking up your entire page. For a four-step Kanban board
view or a calendar view, there's just no need
for it to take up the whole page is excessive, especially if
you're working with a screen that's over the
size of your laptop. And even then
laptop screen sizes are large enough to have this, if not also this
side navigation bar, which is totally up
to your preference. And I wanted to show
you some examples of ways that you
can lay pages out. Lay out pages in a
different manner than just basic small width. Because I personally
think that's a very lacking use of the
space that notion has V0. Next we're gonna get
into properties, how those things work, starting with basic
properties and then advanced and
then moving into the filtering and sorting of those properties
in database items.
11. [1.11] Basic Properties: Welcome back. In this course module
we're going to talk about basic properties. So we've gone through blocks, we've gone through databases, and now we're gonna go
through different properties. As mentioned prior, a
property is essentially a metadata input that is
connected to the database atom. And as, as remembered before, database item is a page
that is within a database. So if we look at this, we can see really quickly
that if I click on this page, we can edit items and
their properties, like clicking on
a property that's already made or adding
a property here. And then if you want
to change what is showcase from a
property perspective and go to the three dots. You can go to Properties
and then we can show or hide them by
clicking on the icon. And if we want to edit them, we click on that triangle. And then we can go back and
forth between these items. And we can change different
icon associated to it. So this is a comment, so I can do a
speech bubble, e.g. we go back, we want
to make sure that we understand that it's a text
property we can remove. This type is always
gonna be indicated here. This also is how you can
hide it within views. This is how you can
duplicate it in this way and then
delete the property. A note for all of you
is that if you delete a property and then
proceeds to delete, what will happen is it
doesn't fully get deleted, it sort of gets
archived and it deleted section. That's right here. So if we click on this, maybe the option of permanently
deleted or restore it. Restore this. You see, it'll pop up right
where it was before. We also have the
option to show all of these and hide all
of these at once, which is very quick
and convenience. If I press Show all, see that a bunch of
different items pop up. And then if I do that
again, press title, you'll see that all of
them will be hidden. So I'm just going to
showcase a couple of these. And then once again
go over and do not forget the arrow right here. So you can go in and edit
them while you're within a database view rather than
having to click into an item. And this works for every type
of view, as you can see, it works the exact same
way for tables as well. Now, if we go into a
specific database item, what I'm gonna do is
as showcased earlier, I'm going to prefer
I changed the layout to open pages in senator peak. Now it's a side peak
for list as default, but I kinda just wanted to
do this before I do that. Just another thing to point out, as I mentioned earlier, in all databases is that except for
timeline and calendar, you can preemptively edit database item properties by clicking on the ones
that are showcased. And then for ones that
are not showcased, you have to click and then
we click in and we'll see that there are a bunch
of different entities here, all of them that exist
and are not deleted. So if I wanted to e.g. delete this one, king, left-click on it and then
delete the property. But if I wanted
to duplicate one, I can left-click on one and click Duplicate
and that would do it. And then if you wanted to
change the way that this showcases in a couple
of ways, we could. So you see this
little hide property. What this essentially does is it chooses whether you're going
to always show the property, hide it when it's empty, or always hide the property. Sometimes you use things like more advanced
properties to then roll up into other
advanced properties that then you want to showcase. And some of them you
just want to be hitting. Maybe it's multiple text inputs that can get pulled
out into a formula. Or it's a situation
where there just is going to be some hidden properties when you're
not using them. So what you can do if e.g. you see this as an empty block where it's like
This is not empty. If I hide this as
hide when empty, it'll hide the property. And you'll see this
little section open up or closed down at the bottom
where if I click on this, this will repopulate
so close, open. So then that's sort of just hides the properties
that you have within the database that
aren't being utilized. Whereas this one, if
I made, always hide. And then you'll see
this will change 1-2 properties fibrocyte Again, it will always hide it. Now if I type in
this one, which is, as you remember,
hide when empty, that means that since it
has texts within it now, look here at June changes 2-1, so changes from high
to properties to one. So now if I press high, the hide when empty
will do exactly that. But then if I delete
the text out, you'll see it'll hide it. Now if you want to access that
setting in a metal level, if you click on any property, you can go to Customize page and then you'll
see right here, do you want to have the top-level page
discussions expanded? Two-and-a-half
backlinks, showcasing. If you want to have page
comments as minimal or default, and then you see all the
different options right here. So say I wanted to change
this back to always show, and change this back
to always show. I can do that really quickly. I'm going to left-click and
delete this one because it's weird to look at. And I'm going to
delete this comment and then I'm going to show you exactly what each of these entities are
and how they work. So first and foremost, if you make a new property, you'll see that the first
one is a text property, and that is extremely
self-explanatory. This is the symbol that
looks like this sort of a left-hand side
paragraph symbol, make the left alignment symbol like Microsoft Word
or Google Docs. And then if you
left-click on this, you'll see this is essentially
a basic text block. The answer is no, I can undo slash functionality within here. This is not like coda
where you can do that within like a textblock, but actually I'm not even
take the code apart out. This isn't like
some applications that maybe could
let you do that. Not going to let you
do the coloring. It's literally just basic text. Now you can do Shift
Enter and type, Shift Enter and type, and make it a paragraph and
make it multiple lines. I personally use it in my
own workspace for like a YouTube description
from my content calendar. But this is literally
just basic text. And the only
functionality that is like something I'd like to point out is that you
can copy this text from the clipboard and paste it out or paste it anywhere
else in your computer. So that's pretty
much basic texts. Now if I make
another property by adding a property and
press number here, there are a myriad of different
ways that number exist. That numbers exist in any sort
of work that you're doing. Not only what we're
doing here, a notion. So like just take
your brain from Notion and then take it
a step out for a second. And remember that
like numbers can be shown in number format, in dollar format, in percentage, there are a lot of different ways that
numbers can be shown. So what we have here is a
basic number properties. So when you make one, this just does something like this where if you type numbers in here, you can type text in here, but then it'll get rid of it. As you can see, this
is what we have, let's say 1,500 we can do by editing the property
is changed the format. So if we change the number from this number
format of number two, number with commas, it'll
do that. We added it again. Percentage. Okay, so now it changes
to the percentage because it's going to
multiply it by 100 and add a percentage point
because it was 1,500. We can change this
to US dollars. We can change this to Canadian dollars and change this to Singapore dollars, euros. I mean, we really got all
the options here, right? So we don't have much it. We have pretty much a
bunch of currencies. And then number, number
with commas and percent. That's pretty much what it is. Now, how do we want
to showcase that? Is something
completely different. So if we change 2% here, e.g. and I do 50, you'll see the formatting
changes to them when I put the input of 50
after changing it, it will stay as a per cent. However, if I were
to change this back to a number, it's
going to be 0.5%. Now, do we want to
show this as a number, as a bar or as a ring. So up until midway through
last year and notion in 2022, you are actually
not able to do like a bar function or a ring
function to show progress. And this can be done with
any number property now. So essentially what this
does is if I press bar here, you'll see that it changes so that there is a
progress bar associated to it. So if I make it 75%
C, it goes farther. Now what you can do if you edit the property is
changed the color to whatever choice that exists in the default
notion colors, you can choose not
to show the color. And this is only available when it's in the
percent one, right? So when I change if I if I'm here and I change
this to number, you'll notice quickly that
it gets rid of the bar. I'm gonna do percentage
once again, make it blue, and then point out that
there's this ring option here, the exact same idea. And essentially what
it does is it just takes the percentage
and divides it by 100. And the exact same way if I make this 60, it'll get smaller. I make this 99. To get bigger, make this 100. There'll be done. Let me get one sliver. It's very simple. That's how number of properties
work from the most part. So next we have a
select property. So select property
is pretty simple. Basically. It's something that
can be used for categorization and selecting
a one type of property. I personally use
select properties for a lot of different
pipeline stages. So if you have a
content calendar where it goes from
idea to writing, to creation, editing, to
scheduling to publish. That's sort of like
an example of it, which would go back to this
content calendar here. And see we have this
pipeline and this is a select property
that's utilized. So if we do like, if we take a look
at actually one that's currently here
in the template, we have categories, right? So we have entertainment, food and home right here. So books are considered
entertainment. And how was I able to make a property or make this an
entity in the property? So if I wanted to add
more selection options, I can put the text
in right here. So let's find another
example of one phone plan. Let's do tech. So I type out Tech and
you can see I can create a new entity and then
we'll change it. Notice if I press undo, yes, it gets rid of the new entity
I made from the selection, but also it gets rid of what I just created some redo that. And then if we wanted
to change the color, you can press the three dots, change it to green or something. Then if I wanted to add
multiple categories at once or delete categories, I can left-click and go to
Edit property and then press this and delete or press
that and change the color. And then if you want to add
a bunch of these quickly, you press that plus icon and then you press
example, example two. And now if I show you this, if I type example twice
already an option for it, it will not do that. So I cannot select. More than one of
these at a time. So if I go in this
only pick one, only pick one, that's what
a select property is. So I'm just going
to rename this to Select property as an example. Now if we go to multi-select
the difference between, that is obviously the symbol, but it's the exact same thing as this select property set. You can select both of
these at once, right? So if we want to categorize this in
multiple different ways, like phone plan, okay. Let's say me, spouse, kids. Sometimes maybe the cost of the phone plan will be
like including myself, a spouse that I
would have and kids, or just myself and espouse. So what I can do is click
on however many I want. And yes, once again, I can't make another like me. It'll only like just re-select the me and then I can
color them the way I want. And you'll see here once again, I know I can only
select one or sorry, select one, but I can
select as many as I want. Then if I left-click on multi-select and
press Edit property, I have the option to add more of these if I wanted as well. Do you like friends,
extended family? So then once again, I can even select all of
these totally lemon less. How many of them
multi-select you can select. It's why it's called
a multi-select words. This is just a select property. I would like in
multi-select properties, two tags in other systems. Next we have the date property. So the date property
is also pretty simple. But the difference between
that and other properties is that it hasn't reminder
functionality in it, some other formatting options. So if we see right here, there's already an
example data in here. If we left-click on this, see we can click around, change the date or we
can type it in here. So today works, tomorrow works. Next week doesn't
necessarily work. That's kinda like the extent
we get yesterday as well. But those are pretty much it. So I can't like type this
Monday doesn't work like that. It's not like gotten natural
language processing. So once again, I do today, I could do Jan 12022. It would move it
back a whole year. So then we go back to today. Some other options
here are the fact that you can have it remind you. So it can either be on
the day of the events, one day before, two days before, or one week before. But that is if there is
no time associated to it. So as you'll see right here, this is an expense tracker, so you'll probably
just going to put down the date of when
you would do it. But let's say you are
tracking it more. Clearly. You can say,
alright, phone plan. The bill goes off at 07:00
A.M. on January 9th. That's when you get
the transaction. Cool. So now, when we look at the reminder, you'll
see it changes. Do we want to do it at the time? So at 07:00 A.M. and to do it five-minutes before
10 min before 15, 30, 1 h, 2 h. And
then it gives you that one day or two days
before options as well. So then essentially what
will happen is if I make this just do 526 and
then do reminder. At time of event, you see that it's in
the blue for now. And then it'll change to
red once the time hits. And we'll actually
get a notification in whatever different ways that we have notifications in Notion. So that would be on the
desktop right here. It's like a little
update section. And then we'd have it pop up in this inbox
in a second here. Yep. So that we got it
reminder that we have that you can have it
on mobile notifications, which is convenient for
anyone who's doing like habit tracking stuff as well. So then you can get rid of
the reminder, put none. You can untick or retake
the include time. And by default, by the way, the include time just
going to be 12 m, which means if you don't
have a include time associated to it and whatever API connection
you're using. It does mean that
it is at 12:00 A.M. so it's like beginning of the
day. That's how that works. If you put a date on, what essentially that does is it makes the date range
rather than one day. And this is kinda where
like timeline properties can be used via one property only if you
have a beginning date, which is by default,
and then end date. And you can also have
both of these toggled on and off the same time
or one or the other. Then if we do date, format, and time zone, you see that there's a bunch
of different options. Do we want to show
it as the full date, which is January 9, 2023, or you can do it like this. It's totally up to
your preference. You can completely
change each property to showcase that you want. So I can have e.g. a. Different day property and you'll notice they showcase
in two different ways. So it's totally your preference. I can make this one day month, year, make this one year, month day, make
this one relatives of saying today
instead of like e.g. if I go like here, it'll be like it'll say it last Monday. But once again, I'll point out if I were to
clear this date, which by the way is an option. So sorry, I went so quickly. I loved click on this
and click Clear. It will remove the date and if I highlight it and delete
it and press Enter, I like delete Enter, it'll just redo the same date. Then you have to do
clear to get rid of it. But remember, if I type out last Monday, it's
decently limited. Like if I do next
Monday, It works. I do here next Monday. It works. If I do next
Tuesday, it also works, but it's pretty limited
like I can't just do next month like a lot of other softwares could do
or last week on Tuesday. And you have to be very
specific, like last Friday. So it's like only
really a few words that seemed to
work within there. So it's whatever you
would actually see within the format of
relative within here. So if I pick this, it will audit default to the main format even if it's in relative because it
doesn't have that option. Like I can't pick even
two weeks from now. I can only pick up
the next or last. And then once it
gets before that, you see John Jan one is more
than a week before that. So Jan one. Right. And then if we do this,
it's last Monday. So unfortunately, it doesn't
really show you relative for every option that's just
sort of a pseudo adjustment for a two-week window
before and after. So I'm gonna delete this
property really quick. And then when we get into
the status property, so the status property
is quite literally the, it's almost the exact same
as a select property. And the only difference
to it is that it puts the select
options into tiers. So it works well for task management and
project management. And we'll see that for something like actually if we go back
to the content calendar, it makes a lot of sense. So we change this guy, edit this and change this
to which by the way, you can do additive property, change it to status. You'll see that there are
different tiers here. Now it does default
to not started in progress and done
other three options. But what we can do
is we can for once, actually change the default. The default right here
for me it would actually be a DEA because
that's the first step. And then I'm going to delete
this property really quick. And then we can move
them between groups. So I can change this to
publish, delete this property, and I would categorize
in progress isn't in review as an progress like
it's in the same section. We can do. And new property
entity do writing. You can do scheduling,
you can do editing. You can change these to
have different colors. I can make this
purple or something. It's totally up to
you, but you can see they kinda just like tears off the different sections
of status which I like. And if you want
to move the items between groups rather
than dragging them, you can actually left-click on this and you see the
group option right here. We can change this to do, I don't move it and then move it back by
dragging as well. So we can just basically
make a sub-segments of a multi-select property for
a process more step-by-step. And then you have the
option, as you can see, to show this as a select
property or a checkbox. So when I do it as a
checkbox, kinda weird, but essentially when
you click on this, it'll just change
it to a text box. And then in some views you can have it so that
essentially it, once it gets to published, it would show as a checkbox
because it's complete. I personally just use the
select option most of the time. Unfortunately,
this is not really have API support much now. So that's why I
don't use it much. But I would, if it did
for my own workspace. But I do think it
works really well. And very similarly to the status property and the select property
is a checkbox. So add a new property,
you can do checkbox here, it's already one here. I will point out how
great the checkbox is for a TableView in 1 s. And we'll point out this in a calendar view and
in every other view, you are able to check
boxes off within Notion. So unlike you not being
able to like edit, status property or
select property within a calendar view and Notion you can check boxes
off, which is nice. This is literally
just a checkbox. It's like logically speaking, for those you that want
to be a more advanced, It's like a Boolean,
true or false. So that will be
something we'll have to explore when we get
into formulas later on. And it's definitely
something that can be utilized for a lot of
really good formulas. But essentially check
this box on or off, just like any other sort of task management or habit
tracking application. Now we'll see here that in this whole database
we have a bias si110. And what that is actually utilizing is what's
called a person property. So if we left-click and do, person will see that this is the default
personal property. And you have the
ability to select one or more people that
exist in your workspace. So currently it's only me and then this is the defaults that were showcased in
the Notion template. So I can't actually
re-select them. So if I got rid of
Jenny right here, then it would get rid of
her for good because I can't re-invite her
because she doesn't actually exist in the workspace. This is what happens
when you duplicate any template or other
people or assigned it, assigned something
and they weren't actually a part
of the workspace. So all that was done here
is that they renamed the property to assignee
or assign sorry. And you'll see a property
name already exists. So I couldn't do that. So I'd have to rename it to assignee to make
another property. I would keep this just so I
can keep the views intact, but I'm going to delete this and utilize this as an example. I will say that this is a
pretty limited property. The only adjustments
you can really make or the fact that you can choose whether
you want to make it one person or no limit. So I could select myself
and her right here. But if I change
this to one person. It will limit it to
the first-person that was selected right here. Next, files and media. So files and media
makes sense to me. You'll see right here, this is the cover image that
was picked for this article. So essentially what
you can do as you can do files is right here. And this just literally
let you choose a file. So I can pick this logo
and myself really quick. And then boom, you can
add multiple files within here, notion logo image, and then this is a
property we can store files as seen earlier
on the free plan. It's limited to 5 mb. Then you could also do
embedded links as well. So that works like that too. Very simple, very similar to embeds and it's just
in a property format. Next we actually have URL, which is the exact same thing. You can paste any sort
of URL within here. If I wanted to just put in Dimitri punish
his YouTube channel, youtube.com slash, that
means you Venetian. I would just take this URL
and paste it in there. And then it has the
functionality to edit the URL by clicking on that
or copy it to the clipboard. And then we can paste this
out and I'll work like that. Or if you click on it, it will send you to the page. So very basic property, very fun property, but
that's how it works. Next we have the phone property. So this is very simple to me. Just add a property and
call it phone foot or in the 7708 area code.
We're never done. I remember that. I actually know what that grew
up in the Chicago suburbs. I'm actually forgetting what
the Chicago area code is, but let's just put like
500 hyphen 5051952. That's an example phone number. You have the option
to call it from the fact that like I'm on a computer right now,
that wouldn't really work. But if you're on a phone
would work pretty well. And then you can
press the button, you can edit it or you can copy it like
showcased earlier and paste it out with like what you can do with a URL property to. So it's nice here. Then if we click on
it, it'll edit it. So we have to actually press
this call button for it to fully like click and do that. But very basic property. It's pretty much all
there is to this. It's just another metadata item. So then we have a
couple more basic ones. And then next module will be
only a few advanced ones, which is pretty much formulas,
relations, and roll-ups. But those do require me to take some time to
showcase how those work. So if we press
Create a time here, you'll see that
the created time, if we go to the bottom here, is actually showcasing
when the page was created. So this is when I duplicated the template, right
on January 4th. So you can copy this, you cannot edit
this because it's literally when the
page was made. But if I go to Edit property, I can change the
format to be relative. The same stuff is like what you had in the date property before. And I can also change time
format just like you could, so I can make it 24 h. So like military times we call
us or 12-hour format, the same by the way,
can be done here. If I press include
time that can change the time format and even the time zone that
I would be in. I'm sorry, I missed
that earlier, but that required include
time to be checked. So then this is pretty much it. You can copy it, you can
edit the formatting. It's just literally when
the page is created. Next, we have created by this literally is just going
to show, I mean, that's it. Like you can't edit
it or anything. It just would show who
this is created by. And the reason for that is
that you can filter it to, you can filter
different things too, like who pages were created by. You can do like created by me as a filter on database views. It's very nice and convenient
for that sentence. Like, especially if people
have content ideas. They are the ones who made them. Then we have last edited time. Unless edited time is
the exact same thing as created time from a, you can't edit this, it will auto do it perspective. Same as the createdBy time. You'll see I just
edited the page a little bit changed
from 54541. That's it. Anytime any edits
were being made to this page,
religious some text, literally like an enter, like adding an extra block
or deleting anything. It will just change this time. And that's pretty much it. So you can filter
things as an example, two was edited recently and that would be a nice little
view on a database setup. And then if I add
a last property to last edited by once again. So it could show
who's created by, who at last was edited by. And you can kinda
keep this metadata in your back pocket for most, if not all database items. And I do think it's kinda nice because once again,
just to point out, when I add a property, any database item, it adds
it to all the other ones. So if I press New here
and I click on this, all of the database items have the exact same
set of properties. It's literally just a bunch of new rows and like an Excel. And then like, Sorry, bunch of new columns in Excel
with headers put on them. But are you inputting
a new content ideas? You can see this is
the same amount. This is the same amount. It's not different. We do want to make that clear. Lot of people could
get confused on like, are you just adding
properties to specific items? No, that's not how that works. You can add data to
specific properties. You can add a link here, example link like
www.google.com. And that will be an
option for you to see that in the
database visuals item, but the same
entities will exist. It's just won't have the
inputs as the exact same. That's just sort of
a one-on-one thing I may have like sort
of breezed over, but the exact same situation. And then if we go to
view, once again, you can kinda see that all of these exists in
the properties here. One cool note about
the checkbox I did want to get back to
is on a table view. You can drag this
over for formatting. Most of the other ones.
You're kinda limited by going only a certain length
and it doesn't like let you get really small. But for checkbox,
it goes as small as that because that makes sense. I mean, that may I
just make sense. So they made that
update last year. It was a nice little
formatting tweak. This is pretty much all
of your basic properties. Next one is going to be
going through formulas, relations, and roll-ups, which are your advanced
properties in notion.
12. [1.12] Advanced Properties: So based on what we've talked about so far in this course, It's time to get into a advanced properties first
and foremost formulas. So some basic ones that
we're gonna go over in this are really just
going to showcase the capabilities of this. And I'm not gonna get
too crazy into them. There are a lot more
formulas that I have. I have YouTube videos
on this and I'm gonna make it advanced
version of this eventually. I don't think that
getting too far into them is really worth it for
a fundamentals course, but they are really useful and I do want to
show what they are. So adding a property
here where I do formula. First, we're going to do some
math ones because it does basic math and it does some sort of text if then functions. And if we click on here, we'll see a lot of what
properties or sorry, options there are within here. So defining the
different sections of the properties here, sorry, of the property
formula in here first, there's a bunch of
different things right here in the
property section. And that is essentially
every property that you have within
the current database. So it essentially shows the
format that it would take. So the amount one is
clearly a number one, be Number one is
obviously number one. Then there's the date, and
then there's like text, which is called a string
in formula terms. Then we have constants
which are true, false, then p and then E. Then we have operators. Operators are the functions that make these
things work together. So an if statement would
be something along the lines of if this
then showcase this. If not, then showcase this. And then there's a bunch
of number operators like adding these
together, dividing, and then a bunch of different Boolean operators
like I mentioned earlier, where it's like, Is this
true or is this false? And then we have a
bunch of functions. Functions are things that
sort of transform the text. This is sort of like
a categorization or like a
multiplication section. And then I would, I would
maybe a line functions as definitions are always
my greatest thing, but it's sort of like a reformatting option
in my opinion as well. Like most of these
would be or extraction of certain parts of the data from where you're
going to turn it into. Because essentially what
you're doing is you're taking the properties that exist within the database that are not formulas or other formulas, and kinda combining them and
messing around with them. And function are more
formatting options and then operators are more
transformative options. And I will show
you really quick. Some examples that don't even require those operators are functions and it's just
like very basic stuff. So e.g. I. Have this amount, right? So if I have this
amount and I want to make say this is like a onetime cost that
happens weekly, right? So we can do is we can
take this formula, get, rename it to
monthly cost, right? And then let's just
duplicate this for ease this and then change
this two times per month. So let's say it's going to
happen four times a month. So let's say monthly, we can edit this property to be just the
number of property. Then what we can do is say this happens four
times a month, okay? We're gonna do a mount
and then multiply it by. And then you can click on the
property times per month. So you can see
here both of these were already number of
properties, so that was easy. So let me press Done. We
do edit property and we can change this based off
of what the formula is. You can do the exact
same changes to it. So since this is a
number property, it would change it if
it was a date property. You can change the
way that looks too. So we can change this to $1. And then boom, this
is what it is. Now. Another option for this is if I change this times per month, I'm just going to add
a select property, call it frequency is
getting more advanced here. So if I do frequency, so we're going to do daily,
weekly, bi-weekly, monthly. So what we have
here is like every day the other day
I'm sorry, weekly. Every other week
and then monthly. So that would be like you
to equate this to a one, need equate this to two. You would equate this to
a four and you'd equate this to 30 within
a month, right? So what you can do
is I'm just going to duplicate this formula, rename it to monthly cost. Then if we're
basically going to do an IF function and
show how this works. If it's an operator here. So then you can
actually right-click on it and find the
list of properties. But if you want to, you can type it out. So as you can see here, we find frequency in this list. It's going to be a text. Look, okay, so frequency, we
could have typed that out. So we do property for any
property and then parentheses, quote and then the name of it. And boom. So if frequency, and if we click back on the section that has the operator will see
like an instruction. So if this is the
property section, so if property frequency
equals monthly, then the commas then. 30 else, no one else. And then e.g. just
puts zero here. But we're gonna do
is that's the one. We're gonna do one and
then multiply it by the property amounts of
multiplying by a prep, right? So it's going to put parentheses around here for wanna
make it more obvious. So if the frequency
equals monthly, then it would just
be multiplied by the amount once else zero. So that's one layer
of an F property. If we want to do if property
and set aside an F property, you can essentially
copy the front end and then essentially
it's hierarchical. So the first one you put
in is the most important. So since this is the exact same property doesn't
really matter, but paste that, put an
expected at the end. So anytime you'd
add another layer, you'd have to put a
bracket at the end. So I can change this from, okay, if the frequency equals
bi-weekly and you can do two times the
property of mountain, then we'll do a
couple more times. Paste change that. If property equals daily and we do 30 and then
I forgot one more, which is if I'm going to just adjust this one
so it goes in order if weakly than four times
the property amount. Alright? We can see here what
happens is I make it daily, makes it so it
multiplies 30 by 30. I make it weekly,
three times four. Let me get biweekly
30 times two. And if it's monthly,
it's 30 by one. That's another really cool thing you can do with formulas. Lot of fun, different
math that also brings in different text
strings as well. That was kind of a
little highbrow, but I wanted to show
you what it can do. Once again, formulas are fun. Formulas can be used
very similar to a lot of Excel functions
except for like, you know, like sums and counts and whatnot doesn't really
allow you to do that within it because it can't like sort of
reference anything but the database item
you are in itself. So that's the, the
limiter formulas, but for the most part does
well outside of that. It can sum up other properties
within the same formula. So like it could, it
could sum up in theory, I'm a mt plus monthly
cost really quick, and that works like that. But you can't sum up property, the same property
from other entities. You can roll them up and then sum them up by having
it in a separate database. That's going to have to be
shown in a second here. So first things first,
that was formulas. Yeah, that's basic
formula stuff. But how does relations work? Okay, well, I'm gonna
have to just show you a basic example here
for how these work. So what we have here
is gonna be example, tasks and projects database. This is kinda what like we
used to do back in the day when there was not a
sub item situation. And what I still kinda
used for the most part, and actually we're gonna do is we're gonna
make two databases. So if you remember
slash database and make an Inline database and what
kind of call this projects? We're gonna make an
Inline Database slash database and call it sub tasks. So what we're going to have here is a couple of different things. First of all, the
sub-tests section, just so that I have
a good example for the roll-up
is I'm gonna make time spent or like time
tracked on the work itself. You have a little
checkbox and delete this. I'm going to do this. And then honestly,
what we're gonna do is we're going to edit
this property to a. Let's do a Doo-doo-doo-doo
select property. Now if we do a status property that's a fun one whose status? Let me do a formula
for progress. So this is going to be
a main project example. We're going to make
three sub-tasks. Example sub-task one, subtask
two, and subtask three. Now, this is all I really
need to show you to make this make sense hopefully. So as remembered, you can make a new property by pressing
this plus sign here. So we're going to
do, We're gonna make a relation property. Relation property connects to other databases or
the same database there is such thing
as self relation. So if I actually
clicked on subtasks, it would connect it to
the subtasks database. If I clicked on projects that would connect it to
projects which is this one. Something that recently
happened was that relations and other features and
Notion allow you to see what is this database. So right now it
shows this database when I hover over this tool tip, and when I hover over sub-tasks, it's because it's the
most obvious and within the same page or recent
pages related to it. So as you can see, this was the most
recent page I was on, but this is the page I am in. It has that database here. It has this database here. This is the database
that was there on the page before I
was at and it does a smart job of figuring
out where have you been recently and how are you going
to want to relate things? You can do a search
functionality like if I do meal calendar, it will just show that or the workout calendar
picked up calendar there. But then when I go back here, it is literally just
the other databases on the page showcasing first
and then the previous ones. That's the hierarchical
understanding of how that works. So if I relate this to subtasks, you'll see some options here. Do you want to show
it on subtasks? The answer is almost always yes, then this is gonna be the name. So we can do an example of changing the name if
we want to just project, since it would just be the one project
that is connected to or multiple projects. If you're only ever connecting
one, it's up to you. Let's just do projects. And then this limit option here, I do not recommend using
it pretty much for, for many or any things. Because like what if
you have multiple, like it's just not gonna have one subtask and doesn't make,
really make much sense. So then press Add relation here. And you'll see, we'll
have two properties. Pop up, the subtests here
and the projects here. So now we can connect
these two things. So delete those extra ones. This main project is, I'm gonna make this full
width so it looks easier. This main project can
connect a subtask. So I can click on this and
connect two sub-tasks. One, or I can click on this and connect to
the main project. You can search within here. So if I made one called
and then copy the text, pasted that in here, it would showcase that
page within that database. So then we got subtask one, subtask two. Alright, cool. Now we can connect
sub-tests three in here. I'm gonna move this over here and move this here and
we get time spent. The project it is, and then we have the
connection between the two. So how does this even,
What does this matter? What's a really great example is a two different roll-ups and formula combinations
that make a lot of sense. So by opening this here, what we can do, and you could
have done that over there, but do roll up. And essentially what a roll-up
is is after you make it, you press Edit property. It says select the relations, so we only have one
relation right now, and that would connect it to the subtasks relation
we just made. So if I click on this, then
it allows you to assign a property associated to each of the pages that
you just grabbed. So if you just put
name, which is going to show the name of all
the different ones, which is very useful. Most circumstances. Or you can pick
other properties. So I have two 1s in mind. Maybe you're following along, but first is the checkbox. So the checkbox option is great for like subtask percentage. So as you can see where
I'm going with this, you can actually do
a calculate option for counting all of
them should be three, obviously checked,
zero, unchecked, three per cent checked
and unchecked. We click percent checked. What does that mean? That's turning it into
a number, which means, in theory, we can turn this into a progress bar,
which is awesome. Now, I am not going
to actually use this because I'm going to take it a step further and I'm just going
to keep this as a number. Alright, so what we're
gonna do here is we're going to right-click
on this and hide it. And it shows you some of
the reasons you'd hide. And I'm going to do right-click, left-click, and
then always hide. For now I'm going to
unhide it so I can keep working and
remember the name. But essentially
this progress bar, it's going to have multiple
layers to it so that sure, it could have this
functionality, but let me show you something
that's even cooler. So that's one roll up. We're going to make
another rollup, which is time is spent. So time spent. And then we can grab the relation and then
just grab the same name. So time spent. And
then we can calculate, and since it's the
number of property, you have more options, but we can do the sum, right? So if I have 50 here, you see it goes to 50. And by the way, I'm going
to press the three dots and showcase the time spent
in here and its entirety. Okay? Now if I have 100,
it will add to the sum at 01:50
allied to the sum. So this gets us something that makes sense and mean
something to us. It's awesome. If we do a formula here, I'm going to actually do a formatted version
of that time and a second time tract is we
don't want to call it. I'll get to that in a second. But hopefully this shows you how all these three
advanced properties can work together really nicely. So the progress bar, why do we not just use
the percentage? It's because we could
in theory have it so that this is what we'd want to also put it into play, right? So we can do an if statement. So if status, I
can click on that. And then what we can do
is put equals to w1, which is the name of the last step in the status property. Then put a comma. Then we can do one
which would be 100%. Alright? If not, else, show me the subtask percentage
than what we have here is we added this
property and turn into a bar, change it to, sorry, we change it to percentage,
then we turn it into a bar. I like blue personally,
what happens here? When I check one
off, it goes to 33%. When I change it to two, it goes to 66%, okay? What if I go to done, then it would make it 100%. So then it factors
in both properties. And in some circumstances, you might just actually
be done with it. You don't want to check
off all the subtasks. That's a great
possibility for that. Now. That's one way to do it. So if I have one checked off, so it's done, if I
switch it back to anything else, that'll do that. Okay? So we have
one option here. Well, we do want to show
you how to do is rounding. So in order to round
something like this, you just type round at the beginning and put a
parentheses just like this. And then you'd multiply it by. However many decimals you
want to showcase, right? So you put a one
and then however many decimals you
want to showcase. So 100 then put another
parentheses at the end, then divide it by 100. So when I said decimals, I meant point, not
points, characters. Is that the right? I'm
just trying to say like two zeros equals
two characters. So if I wanted to have
three characters, I divide it by 1,000 and multiply it by thousand
like this with round. So then it'd be 33.3%. That prevents it from
being really weird, which is, whatever
the heck, this is. I personally think
without multiplying it by 1,100 and then
dividing it by 100 with round appended at the beginning is a
great option for it. So now it's not
going to get weird. 66.7 is fine. Honestly, like I
personally think you don't really need
like decimal points for progress bars. So that works like that as well. So that works these essentially worked for date properties, but for a number in
this circumstance, what we could do is sort
of like do some formatting via manual, writing it out. So we got time track. We can do, we can take time
spent and divide it by 60. Now we can also do that same rounding scenario
and make sure that it's rounded to the
amount of time we'd want. So let's do it by this
amount right here or not. It's totally up
to you. Let's for now actually remove that. And then let's make that
a little bit different. So we show you exactly what I was
talking about so that the rounding
makes more sense. So 3.6 h around K
divided by, sorry, multiplied by 100, 101,000, sorry, you have to add an extra, we can do around here. So if you just want to get
a time tract like 4 h e.g. we can then do is do
another text property, call this, and then do it a
little space and then hours. So at the beginning of
this, what I'm gonna do, I'm gonna put concat, which is another
function so it can cat. And then I'm gonna put this at the beginning and then comma, then I'm gonna put,
you put hours. That's an option.
But as you see here, we're going to have a
little bit of a weird like, Oh, that's not a text though. How do I change that? It's going to change. We're going to have
to put format at the beginning was
essentially turns anything into text originally if you just do format, right? So if I do a concatenate, do a space that it can
be time spent is 4 h. But that's how you want
to look at it like that. Or I can change this
to the property which is this text right here, which is gonna be called ours, is I'm going to do some hiding, bing bada, boom, hide. And then you have a time attract aggregated projects
and subtest Situation. Now also one thing I
will point out the fact that you can take relations and show them
as different sections. So you can show
this as a property, which is exactly how it is. You can show this
as a page section. So it would do a little
page section right here. And you can add more subtasks right here and you'll
see it'll add them. Or, and by the way, what's really cool is if
you do it as this section, you can show up the properties which is like kind
of insane actually, but then you can also
show as minimal. So the show has minimal. One is like one of my favorite
ones because you can quickly relate them at the top of the page
or unrelated them. And I just think it
works really well for relations in general and
cleans this section up a lot. And then we can hide
this here if we'd want, or hide that there
if we want it. And you can kinda see just how great this is like
make a second project, seconds project, task
quickly, point this. Let's duplicate this really quick. See how quick and colon. And then we got like 60 min
time tracks would have to be. Actually I realize how
silly that formula was. I would definitely
recommend doing like a text for concat and then hours so that it wouldn't
have to be in redemptive, then right here,
we'd have one hours. So what could I do to
prevent that from happening? Again, to be a fun
with properties. So if time spent
is equal to one, because the only
circumstance where you'd put just our common means, then I can put a little happy
here and paste this out, put another comma,
add this at the end. So what do we have here? It's saying if the
property timespan, which is that
roll-up equals one, then it would do that whole
thing can't situation. I'm going to pin this
to say our else. So it doesn't equal. Sorry, this should be
actually let me do this. I'm, I bet I did that wrong. So it's got to be greater than what would be
the rounded up? 60 min so for an hour. So anything over 0.5 h, which mean anything greater
than 30 min or sorry, less than 30 min.
Be more accurate. Less than 31 min.
Yeah, we're not 30. Yeah, 30, then it would be 1 h. So e.g. right here we see
I change this to 29 min. It would be 0 h, which
means just 30 min. It's gonna go up to 1
h. So then it would be, actually I gotta tweak that. So less than 31 by changing the direction to
because I forgot how less than and greater than work. So if the time spent is
less than or equal to 29, or sorry, greater
than or equal to 29. We'll see what
changes to like 31. You got a problem here.
So what I'm going to do, Let's take it to make it this, if it's greater than or
equal to 30, then it's 1 h. But then I got to do
one more layer here, then do the same thing, but
just a little bit higher. So if I paste this out
again with a missed it, but you got that at the end. A little comma. Now, what is 60 min
more than that? So then we'd have 90 min. So then if we change
this to 90 min and then put hours and then
put this at the end. So this is making it so that
changed this direction here. If this is greater
than or equal to 90, it'd be ours if this is. So now what we'll see
here is the final formula after all of me not getting a greater than or
less than equals, if the time spent is greater
than or equal to 90 min, that it'd be hours because
it'd be 2 h are up. But if the time spent is greater
than or equal to 29 min, then it'd be our and then if it's not that,
it just be ours. So the reason for this is
if you do it in this order, it cascades on top of each other and sort of
like has a priority. So the first IF is
always a priority. So 90 min anytime
it'd be higher than 29 would be nestled under here. So then like anytime it's
in-between that range of 90.29, it would default to
the top one if it is over 90 because essentially
it's factoring in. If I put like one, just not going to round
up, but if I get to 29, just not going to round up. If I get to 30, it'll round up. But all the way up to 89,
it's still says that until 890 based on how
math logic works. So sorry about that. But, but essentially,
you'd be able to track all this kinda stuff and make it formatted the way you want
if you get how roll-ups, relations, and properties
like that work formulas are amazing once you understand them and have good
logic behind you. And it's not 5M and you're
recording a course. But regardless from my excuses, thank you so much for this one. And next, we're going to be jumping into filtering
and sorting, which is some of the best parts of what notion has to offer.
13. [1.13] Filters & Sorting: Let's get into
filters and sorting. I personally think
these are some of the best ones that exist. I'm going to use a lot of these different
properties here to showcase what ones you can do. I am going to add a
date property here and then I think
we're pretty good on having date and then a sign
to property and then maybe a created by I think actually this is
everything that we need here. So really cool stuff, what we're going to have here. So first and foremost, there is a page that I'm going to just
like link right here, and then it'll be in
the module as well. This is a page that can help you with
sorting and whatnot. So make sure you check that out. If you need a reference
material for this, first and foremost, we're
gonna get into sorting. Sorting is something
that can be done here and is unique to
each database view, just like filtering is showing what properties and
all that kind of stuff. So we can sort in a
couple different ways. A name property is just like
any other text property. So let's go through the list of properties and how
they can sort. So name can essentially sort
by ascending or descending. Ascending essentially means the earlier in the alphabet it is, it would show first and then descending would
be like later in the alphabet shows first and earlier in the
alphabet shows later. Then that's the exact same thing for text properties as well. Now, other sorts that exist, I mean, most of them
are like ascending and D are all of these are
ascending and descending. But you can kinda pick
the order like this. So date would be so e.g. I. Were to pick today. Then last week, you see
I had an ascending one, which means the earlier
one would be first. Now, what happens if you have a thing that as a
property and one that doesn't. So let's duplicate this main
project and get rid of this. What if we did it like this? Okay, we have two
different properties that are sorting and we
can rearrange the order. So what I just did there was I prioritized name over date, which means it does it
by ascending so early in the alphabet first and
then date sorts later. So you'll see here that since even though this
doesn't have a date property, this shows before
the second project. But if I change this sorting to the date property is the precedent and then the
name, you'll see what happens. So if I change this then to
second project, what happens? It sorts first by date and then first and then second by name. So that's kinda how it works. Essentially each one
that you put in, you can then sort going down based off what
properties don't exist. So since date
property exists for these sorts based on
the date property, and that's why this one is
first in this circumstance, whereas in the
second circumstance, we sorted it by the name. And those don't have dates. So then it goes to the
secondary sort that exists. Then that's pretty much it. You can just add an
infinite number of sorts based on the number
of properties you have. Like you can add status,
ascending or descending. Now how would that work though
if it's grouped, right? So earlier we showed grouping. If we go to the three
dots and group it by e.g. this status would be
pretty good here. So how that would work is that
it would just sort within that group itself
the exact same way the logic follows
it just like it. So if I were to just have
it by name or by date, see if I added another one here. So I added a January 2. You'd see that it
works within this. It would only
change the order of the groups if I change that
in the group settings, but within those groups
it would do the sorting. Then I'm going to just
ungroup really quick. Alright? Now sorting is very self-explanatory after
that point, right? But filtering is what
can be pretty advanced. So you can delete this sort or you can click on these and
then we'll delete the sort. Then anytime you're
making changes, I probably instinctually did it. But anytime you're
making changes, what you can do is have
a few different options, whether it'd be two
filters and sorts. You see you when I
changed the sort, it says save for everyone
or save as new view. If I press Save As new view. So if I get rid of these
and press Save As New View, it'll make a new view and then keep the old one with
the sorting intact. So if I change this again, you'll see that if
I get rid of one of these and then press off of
it and then press the Reset. It'll get back to normal. So just in case you mess
anything up, but we'll fix it. Then if we do this and
then press Save everyone, it'll actually save it. This is a feature that
came up not too long ago last year and it's
a welcome addition because people mess stuff up. People want to make new views. And that's much
quicker than like duplicating the view and going
through that whole thing. So definitely a
welcome addition. That exact same thing
works for filters as well. I'm gonna do my best
to go through how filters work in
this really quick. So pressing sort, by the
way and clicking off, you'll see that this showcases. And if you want to
quickly change it, you can click on here. However, if you don't
want it to always show, you can click on it
again and it'll hide. If you press Filter on and off, basically this happens
as well with filtering. So you see I press
Sort, click off, press Filter, it'll hide itself. So it's sort of
like a quick tip. And there's two different
types of filters. There is quick filters,
which is like this. If I press Filter and then e.g. I want to pick and really quickly just mention
before we go into that, I'm going to assign a
couple of projects to me, assign a couple of tasks to me just because it makes sense. So let's do a person
property here, a couple of signs to me. Okay, cool. Then we're gonna do,
we're gonna do filter, and then let's pick
the person property. And then there's cool
options here, right. So actually, me in
this circumstance would be if it was assigned
to anybody that wasn't me. And like I say, I assigned
it to another account. Right. And I wasn't
rise productive. And I pressed me,
it would still win. The other person with
login would showcase me. So I have this with my editor, I have this with my
podcast co-host. Chance, I assign them
tasks, then guess what? It shows their setup as me. Okay. This task is pretend
like I'm not admin, but I signed it to admin. Then next thing you know, wow, it does that. And then in this circumstance, if you want to just
specifically put it to a specific person,
you can put that. And remember, at the
end of this process, click off, press Save for everyone if you
want to do that. Or in this case I'm going
to save as new view. And you also see this advanced
filter situation here, which is plumbing we'll
get into in a second. So save as new view. Now, let's press Filter again
to showcase the filters. And we have this. Now you can quickly add
more filters, okay, and make sure the date, make sure the day
are actually not going to do that one.
This is a cool one. You can essentially pick. Is it today? Tomorrow? Yesterday, um, is
it a specific date? So let's pick one
week ago, last week. But that doesn't
really apply here. Today. Views are
usually good ones. So we can add that like this. If we want to delete it, we can press Delete filter as well. We can add any other
quick filters here. Like e.g. if we pick status, we can pick one section or
many of these sections. So let's do in progress. You'll see it gets
rid of the other one. But if I also select this one, and I'll also select this
one, get rid of done. This would be like a
not completed view. Then cool. It only show those
things that exist there. Now, we can also clear the selection really
quickly like this. And what we can do is we can turn this into
an advanced filter. And I always recommend
you use advanced filters. So quick filters are nice for like easy stuff like alright, let's make sure it's in
progress or something. But honestly, advanced
filters are where it's at. Like right now, I can make
a view that I don't know. It wouldn't necessarily
blow your mind, but they would. It'd
be pretty cool. So watch this. We're gonna
make a view for tasks that are in progress or
status is in progress. Or, and then by the way here, you can also do the
same thing of like selecting multiple ones or the name contains main or
second is what I called it. So we got second projects. What was the other
projects name or name contains main and right now it's filtering
so that it's to me. So I'm gonna get rid of this
filter to see this happen. So it's either the second
project or the main. Now, what if I only
wanted to have projects that were
assigned to me? Okay? What I can do is I can actually turn this into a group
and then nest AND, and, OR logic that have
name is contains main and you see here and limits and or expands the
search of the filter. So and assigned to. So the person
property contains me. So when I put another rule that is
outside of a filter group, it will continue
the end or the OR. So if I do, or you will see that everything
below it does that. However, when you make a new filter group
by pressing this, it will take on what exists, so the end, but then within
that it has or logic. So take a step back, right, start here where status is not started in progress
or the name is main. Okay? Now let's change
this to person. Person contains me. Notice I'm allowed to do
an or and continue to do an oral logic
within this section. But if I start another section, I have to pick. So after this,
it's always and so you do and time spent
is greater than 100. Okay. Or is less than 100. You see, I had an and, but I then was able
to add more orange. It's like you gotta kinda figure out how you want to nestle this stuff within each other
and it is decently advanced. I totally get that.
But I'm going to then crawl back and show you kinda every single property
and how it can be filtered. Okay, so let's just
take a step back here. Let's do an add and filter rule. We got name, which
is a text property. This is the list
of different ways that it can be filtered. So where it's empty
is an option. None of them are
empty, nonempty. None of them are empty, is not. And then you can put
like a full thing. So a main project means if
it's not that full thing, it will not do it because
even if I put main still show is means it has
to be exactly that. So if I put main,
it won't do it. Main project will filter to it. Contains is the most common one. So it just contains main. That would be the main. Then starts with and ends
with if it ends with Project, which should all show
because it's the last word. But if the first word starts
with, let's do second. You'll see here.
Second, once again, save the filter, safe for
everyone or save as new view. So let's just say for
everyone going back into here, That's texts properties. So day properties
are interesting. You can do a little
bit more with them. So we can do is
today, which is cool, is before today is after, today is on or before today
is on or after today. And you can stack this to make it a specific date range, e.g. so date is custom
date or is an option. You can pick a specific date, but that's not what I would
use is within the past week. Cool. Let's think
of a group, right? Turn into group, or is
within the next week. So it's like a two-week
date range, right? Let's change some of
those other dates. The 15th, let's do 13th. Alright, so cool. It's within this date range. Okay, nice. So we
filter this to that. Now why would we make the group? Because we then want to add in, and on top of this, we can't we couldn't have just
done a date and then an OR right here because it keeps
it that logic going down. So then we can do
person contains me. So it's within the last week, the next week and
it contains me. It's a very good example of why we'd want to have both
of those together. Now, all of these are
pretty self-explanatory is on or after the next week, or one week ago is on
or before yesterday. Like all this stuff is decently self-explanatory based
on just like logic, you just have to know
that they exist. So I would recommend
you go through each property and
then check each type. A great example is the fact that this mean is just awesome
for that property. Created time works
the exact same way as like sort of
date property does. Created by an edited by same thing with the
person property. And then for this, we
have does not contain me. So then we can do the
inverse of like, alright, everyone that's not
assigned to me or is empty, it's like, okay, what's an
unassigned task is not empty. So what is in a sign test? And then other
options we have here, just remove this
original filter. Let's go to Formula. Formula is an interesting one. Formula is if it's, it basically turns into
what you want it to, right? So since this is a
number property, it will showcase
number filters, right? If it was text, it would
showcase text filters. So if this is greater than
90 or wait, sorry, 0.9. All right, I go, I'm
not even thinking about the right form that
right now, 0.3, right? It gets rid of the
zero from there. Let me do, or the time spent, which is another number
property is greater than 220. Something quickly to
point out is when you press and add a
filter like that, it'll add the exact same
filter right on top of it. So if you're like trying
to make quick filters, just remember that like if you're going in order like that, it will do the same
property, exact same one, and you can quickly
switch it to like or is less equal to zero. And then it does that. Then go into this relation property. That's an interesting one. This allows you to
like pick things. So like the subtasks to like it has to contain
subtest to as does contain subtask one or it may be does not
contain subtask T2. So just keep that or
maybe it's empty. So you need to assign
it to a relation, like have something, have
a subtask or is not empty. What things have
subtasks already? Now roll-ups are very
similar to the formula one. So if I do roll up, it takes
on that of which it is. So since it is a
roll-up for a number, it's gonna be a
number. But if e.g. I. Did a roll up the other way, so I didn't roll up
of the status, sorry. Pick projects status.
You can pick, Let's do show count per group. Per cent per group has
to show original graph. We can do for this filter, this filter to this rollup, which is this,
you'll see it will take on that of which it grabs. The only difference is it has this weird thing that's
like any, every and none. So if any of them have not started at
them, it'll snag it. So if any of these selected
ones, so like e.g. if I make this at not started, you see that it's kinda mixed. There's some in progress and
there's some not started. ***. So if I pick any is not started,
nothing will change. If I pick every is not started. Only this one I'll say,
see the logic there is like this is the
only one there. Then if I do none, if none is done, then they all should show
up because none of the ones selected and rolled-up
have done in it. Now, same thing works
here with is not empty, is an option, is not empty. None or every is empty, is not empty, is not, or is. And all of this is sort of basic logic mixed in with like
filter functionality. In my opinion, like once
you get used to how the lingo works, it makes sense. But I just did
want to go through every single instance of property types so that you
kind of understand it. Multi-select statuses and
selects work the exact same. Text properties work
the same as the name. Date properties work at the
same as, as you can see here. If I did like a created time really quick filter for that, creative time works
the exact same way within, on or after. Today. You see these are
all made today, just filtered like that. Sort of just figuring out how it all works and understanding
the logic of like aright, do we want to make it a group? Because like already
turned into group. It's either created today
or let's say create a time is asked after today or sorry, before today, or
the date is today. Okay. Let's do this
really quick and say it wasn't we want it to
be assigned to me is person contains me. So it's like how do
you you just got to have the similar property types within groups that
you're trying to like, have that logic string
Connect and then limit it. In my opinion, by adding
an ad on the outside, I would probably recommend doing groups to have or functions, maybe some ans because this
can be cascaded even further. Like I can do another
group and another, and that goes like
three layers deep. So if I did this, it can get crazy real quick. So the logic that
you can do with filters is, but regardless, I hope that gives you
a basic rundown on sorting and filters. They're
very fun to work with. Next, we will be working on it templates within databases. And then after that, we'll
get out of databases and get into more keyboard shortcuts.
14. [1.14] Templates: Templates are one of my
favorite things in Notion. And I think this project
and subtask examples actually pretty good way to showcase why I think
that's the case. There are some circumstances where you're just
going to want to have specific types
of things pop up. So here's a great example. So on the top right here, you'll see this new button. So essentially this makes
a new project, right? So this project can be set up
in multiple different ways. You can have different templates for different types of projects. So for me, what I'm gonna do is showcase a lot of the
stuff that we've been working with in
templates in order to mix in the last few modules together a way that makes sense, hopefully based off of like linked databases and formulas
and all that kind of stuff. So if we get into this
new template here, you'll see it'll make
a new template and it says you're editing a
template and projects. So essentially what
you're doing is making a precursor setup to an actual project
that you'd be making. So I like to have my icon be a wrench because I have no idea why
actually, I just like it. So wrench, that's what I want. Then I'm actually going to
change this to white wrench. I call this new projects. So just to first and foremost, when I click on a new project, doesn't seem to be making that. Now if I click here
and press new project, it'll add that emoji to it. Now, also what a template will do is if you press
Edit on the template, you can edit it or duplicate it and all the usual
stuff you could do an ocean is you can assign
a specific status to it. You can assign
anything that can be inputted outside of like properties that
are like formulas. You can input something like, say it's a new project. Project for me. I can do
like a personal projects. Sign it to me. Now the date property,
we'll just stick it to it. It won't like do a relative one, like I wish it
would, but it won't. And that's a problem because there's something called
recurring templates. But because of that, you can't
really do recurring tasks. It's I'll have a work-around for you at
the end of this one. But let's just start with this whole personal
project thing. So we get a personal project. The status is gonna be
not started when I make it and the date it's
gonna be empty, and this is gonna be
everything else within it. Hi, This created time.
The credit time will be automated since that just figures out when it
was literally created, it will not capture
what's from the template. So if I make a new page here, okay, There's no template. But if I click on it and press
here, there is a template. So if I press on this, will actually bring it
in, which is cool. Now, if I press Delete
here, interestingly enough, when there is no space on a page that is
within a database, you can either make a new
template, pick a template, click empty page,
or you can even duplicate it or set
it to repeat or edit it like you can do everything on an empty page as you did with that this
section over here. It's like the exact same
thing which add enough, a lot of people utilize it,
but that's the function. It's like e.g. I. Wanted to duplicate this
and say team projects. That doesn't include me. It'd be the same thing. Right. So I can change this to, I don't know, a specific color that would
make sense to me. Or I can do a silhouette
so that I know it's like a team project or
multiple people. So I know that it'll be
like a team project. Alright? So what if every single time I
press the new project, I wanted a specific one
rather than an empty one. Because like yes,
I can click this, open this, and then
pick team project. That's fine. But what if
I wanted a default one? What I can do is I can
press the New here, edit this, and obviously
the option to duplicate. We should do this and just make another project.
You can delete it. You can obviously go
back in and edit it, but you can press
Set as Default. And then you have the choice
for two distinct things. One being you can make
it so that every view of this database will have the new project that's like
the personal projects. It says here, use
personal project for all views are only on TableView. Tableview. What does that mean? Okay, let's go here. Let's make sure we
understand this. So let's remove
this and rename it. So we're going to save this. I'm going to right-click, rename, name this
as my projects. Alright, so what if we only
want it to show up in mind? So Edit Set as Default
only on my projects view. Sure, first I'll show you
one so that if I click here, boom, it'll automatically
do this personal project. But you'll see one
thing that is annoying, that is a feature that
notion Ustinov was before. It wouldn't show up as
the name of the template. Sometimes people don't want
that for like manual inputs. We don't want it for recurring
templates, we do want it. So it's kinda hard,
Hard Mix here, but that's what shows. But anyways, that's
going to show up on every table view now, when I do, it's gonna do
the personal project. But if I change it really quick to default for the
empty page one, now it changes to an empty page. What do they can then do is
go to the My Projects one, just clear some of these out, press New Set as
Default, but only four. My projects. Alright. So like you'll
see here, doesn't do it. It's just the empty page, right? It's just the empty
page for these. Now what happens is boom, personal project template is done on the specific
view that I want it. This is a very distinct thing
that is very, very useful. So if I made another one here, so I do filter person contains meeting
is a quick filter at a new template right here, icons like a little
checkbox for tasks. Sign it to me, personal tasks. Alright, so what
I can do is I can rename this to my tasks. Can do duplicate
everyone's tasks, get rid of the filter
or have it be, does not contain me, right? So it would not contain me. Set it, set as default
is for my tasks. And then boom, personal task with the checkbox would show up. Awesome. Love that. We're going to do really quick here to showcase a little bit more of how a template
can really work for us. So we're going to
copy this database. We're actually didn't
copy this link to view. Okay, we're going to go here. We're going to edit
this template and you can edit it as a full-page. It defaults to this,
but let's edit it as a full page by going
here and paste. We're gonna make it full width
so that every single time you make a new entity of a project, it would
be full width. And then what could
be cool here is if, if you remember from awhile ago getting into the sink
tender situation, you can actually just
copy this link to block slash call to paste
this in and sync. So then, cool, we got this. Now, we're gonna do is
we're gonna go back, copy the link to
this view again, we're gonna go into
this template. We're going to make something
really cool happens. So if I do a callout block, do a little checkbox, I'm going to do subtasks. This is the cool part. Let's paste this out. Alright, create linked
view of database so you can picked my tasks
or everyone's tasks. Let's just pick my tasks. Cool. Hi, this
year really quick. We got here is it's
filtered to me. Let's turn this into
an advanced filter so we can add an,
an functionality. Then we wanna do is, and if we pick the relation of the
thing that is within. So if you have a linked
database in a template, right? So this is a linked database of a different database
that's inside of another template that has a relation to the
template you're in. What you can do is you can
assign it to the template. So if I show you this, you'll be like what? I've put parentheses template
you see when I pick here, first one at the top
will be the template. So check this out so it
shows nothing, right? Well that's weird.
Why would it do that? But what do we got here? We got this personal. Okay, so then, now let's
make another view. Alright, source
gonna be subtasks. So it's not filtered
to anybody right now. Okay, So this is like
everyone's tasks. Cool. Now, what we have here is another filter that
we can add two, if you remember,
to make sure I do, advanced filter
contains this project. Alright, check this out. We're going to go back
into the interval example, task and project section. And I actually do
recommend if you're making a full-page
thing like that, what you do is you copy the link and then
within the template, you put some sort of
thing at the top, like as a header so
that you can like, as you remember, you
can link to the page, you can mention the
page I mentioned it as a little H2 here. So it's easier to click
back into it later, like this, where it gets fun. We're gonna go back
here. I'm going to make a new example project. Alright, So one, it took the entire setup that I
just made an audit, did it. But this is the crazy
part when I press a new task here,
it's kinda link it. You can see to that new
page that you just made. So yes, all the
sub-tests within this are related to the main project. And yes, when I check this off, if I have multiple tasks,
you'll see changes. The progress bar
connects the time spent. It does all of that by having a really nice
templates setup. This is how I work in projects. It makes much more sense to
me than how other ones do. And I just think it's awesome to work like this
rather than having a page setups that have multiple databases
here and they're having relations within something like this in templates is magnetic. So I do also want to remind you that there is
template buttons. If you recall, this is how templates are better than one my opinion than
template buttons, because they can do
some amazing things when it comes to databases, just straight up pages
though and layouts. It is nice to have
template buttons. But yeah, we're going to now get into like recurring
tasks and how that work. Well, pseudo recurring tasks at
the time of making this one. But we can quickly go back to example tasks and
projects, databases here. Now, say e.g. we had recurring tasks. We're gonna do here
is we're gonna add a property called tags are, Let's do select type, task type. We can call one ad hoc or I
will call one project tasks. So like a project task
would be a task of a project and then
won't be recurring, which means it's
going to happen. Also, let's do a duplicate of this and filter it to change
the name to recurring tasks. It's a filter at Advanced
Filter and change it to test type is recurring. Alright, so then let's, I'm just gonna quickly
duplicate this and we're going to call
this recurring task. So e.g. right. Monday reports. Let's make sure we had a
date property to this. Alright. We're going to add created time property to this, and then we're gonna have
a formula just to show you how this can work for
both of those things. So recurring test, right Monday
reports, what's the type? The type is recurring. Then we're gonna go
back to the other one. Make the personal task that a recurring task,
but a project tasks. Okay, we're going to filter
this so that it's not just like we can just add this
as an overall section. Recurring tasks. Alright? So we can do is we can
filter this as well to the checkbox is
not checked off. So when it gets checked
off with disparate cell, now, what do we have here? We got some interesting. We're gonna show
a date property. We're going to show
a, another property. That's gonna be a
formula really quick. So let's add a formula. Due date are just going
to call it real data. Now, we have this right
Monday reports thing here. So we have this right
Monday reports thing here. What this essentially does is
this gives you the option, if you click on the three
dots and press repeat, to repeat this template
as often as you'd like. With some limitations,
of course. This means if I want
to set it so that every single day this template
will trigger. It will. Does that mean? That means every day or every two days or three days or whatever whatever the
instance is, right. So every we can change this
to two days or five days, or ten, or 30, or 468 reforms and 68 days starting on
the day that you pick, create a task that is this
specific task at that time. Alright, so let's
start like this. It's 826 EST, Let's do
827 and press Save. And when it has this
little blue indicator, that means it's currently
in a recurring state, which means once 08:27 A.M.
Central Standard Time hits, this will run and a Monday
Report task will showcase. And you'll understand why the complaint about the
new personal project, e.g. having the text related to
it is a little annoying, like I'd have to in
this circumstance, set this as untitled and then I press this and then like
that make it easier. But anyways, that's just
a formatting annoyance. You'll see it ran it. I didn't
I didn't click anything. It ran it right.
Monday reports game. Okay. Which means that
it is automated. However, there is a
little bit of a like, a like did I really, how can I make recurring tasks showcase on what day
I need to do it? Yeah, you can make
it on the day, but what if like you have
to do it another day and what if I don't
want an ongoing inbox? I just want like a today
view of tasks I needed. Because you can make
a bunch of these. You can set it to every week and then you
pick the specific days. So like Monday,
Tuesday, Wednesday, Thursday would not be a thing. It just be Monday every
one week, every two weeks. And then at what
time? Same thing. Every week. On Monday, a 29. It would run in the same
situation is here. Every month. What day, when does it start? And then you get
to think, alright, if you pick a start date, What's a month after that date? And month doesn't mean
like 30 days here. Month means like the
next date of that month. So like January
1st, February 1st, or like February to
March 3rd of March 2. Another option is yearly. So you just could pick
something you need to do on that date of the year. Every year. Now. It is set right now to
every week and run it a 29. So just give it a second and it should automatically right. Monday reports again. So
right about now, there we go. So what happens here is that we have to
do and that's cool. And like yeah, we could have
a recurring tasks thing come like this and
that's awesome. It's great for habit tracking. I use that for habit
tracking a lot. And what you can essentially
filter to is like, as you can see here,
create a time, a 29, create a time a 27, alright, sorted
by Creative Time. And then the top ones are
ones that are your later on. So you should get
it done and that's, that's totally, totally
fine way to do it. But what we can do is
we can actually do a real date formula,
which is kinda fun. So what I'm gonna
do here is click on this because you can edit formulas like this by
clicking in the table. And what I'm going to
check is this if date. And then I'm going to change
this to empty equals true. Then created time by clicking on the
property credit time. Else, pick the date
property and close it out. So what do we have here? We have a situation
where if I save this, the real date is basically
saying, alright, We're by default going to
pick the creative time, but if you do assign
a date to it, will assign a date to it, see that it changed it. Now if this goes away, it's clear, it's not empty. It's gonna be the credit time. So then we can sort
this by the real date. And then that's
another way for you to like have recurring tasks. And your main tasks are to flow together so that it factors
in the Creative Time. And it factors in
a date property, which is what usually
people associate tasks to more often
than like created time makes sense for
habits like you can do it so that like every day it's filtered to
the created type. They're created time is today. But in this circumstance
you can change it to because if I get rid of this and change it to a real date is today
and press Save. If I change this to alright, It may have been made today, but this is really right. Wednesday reports, I'm going
to change this to Wednesday. Then on Wednesday, this would
repopulate and it would showcase in the filter
and the filter. So templates are awesome.
I really like it. Once again, quick
hack if you really don't like the fact that
it automatically shows it, but you get what this one is
by going into the template. You can have a view or like
this is set as default. Or if you remember the emoji, like me do this and you
can remember this as a personal project
and you don't have to manually remove what's the most annoying
thing on the planet, which is this personal project. I imagine every time
you just had to click off and delete it,
That's annoying. I honestly do recommend you
having that mental like, just like check really quick and know what the order
is and remember the emojis so that you can just use the thing is untitled. I'm hoping one day you'll
have the option to choose. Do you want it to show as the name or do you want
to show it as untitled because it was a feature that
used to just always be it shows it as untitled
and that was really convenient in some
circumstances, most circumstances for manual
making and then they had to change it so that the
recurring tasks would work. But now the rest of the
use cases it sucks for. So we're kinda have to hopefully have an option
to like maybe edit. I have one of these
options be set as untitled or set as
name when created. That's what I got to hope
and pray for moving forward, but that's pretty much
all I got on templates. Next, we're gonna get
into keyboard shortcuts, which I've used a little
bit and hopefully you've seen them lochia with
on the keyboard.
15. [1.15] Keyboard Shortcuts: For those of you that
are new to Notion, which is pretty much
the whole course. You probably know that maybe this keyboard
shortcuts the Notion, I'm going back to this page. This does exist for those
of you that are interested, but I'm kinda preimage
jump into some of the most popular ones and
ones that I use in here. We can see if I go to this personal projects section and then maybe click
on the homepage, maybe click on the homepage. Go back to here really quick. We were to click
into any page here. What I really recommend
that you memorize is Control or Command and
then back bracket, and then forward bracket
gets you back-and-forth. I mentioned that
earlier in the course, but it's honestly really useful. These are the brackets
that I'm talking about right here and right here. I'd say this, there's
some of the best ones. If you're on a desktop page and not on the web app, this
stuff works by the way, if you're on the web page,
doesn't really work, Control N makes a new page, which is convenient in
some circumstances. I personally don't have a
lot of use cases for it, but it is useful. And then if you're wanting to
open up a new tab and press Control Shift N or left-click
while holding down control. And another tab will
open up right here. This is a new update that notion added a couple
of months ago. So hopefully they will have the ability to drag
the tabs around or saved the tabs or do anything with the tabs besides just
opening and closing them. Now when you're
working inside of a database where
you're peeking around, what you can do is you
can press Control K or Alt K and L J and
go back and forth. So pressing Alt K goes backwards and pressing Alt
J goes forwards. This is really useful
when you have a lot of different pages
to go through. So say you're in a board view or a gallery view with a
lot of different images. I think this one's
really good example. If I go to my recipes and go here and click on this Alt J, Okay, Hello me to
go back and forth between those different
pages really quickly. I'm kinda like shuffled through
all these without having to click out and find more. Now really cool
one is Control T. So what this is going to
do is press Control T is actually undo all the toggles on the page and then
Control T again, we'll redo all the
toggles on the page. So that means everything. I meant these headers, that meant the
groups within here. So if I do that
again, you see it gets all this stuff
and then do it again, it closes everything,
which is really nice. There is a bit of a delay
like you can't spam this really because it takes a second when you have all
those databases open, but it is really nice. Another common one
is control shift and l to switch between light
mode and dark mode. I've actually always had
a problem doing this, like I'm doing it right now. Control Shift down. Maybe it's because I'm using the setting or system settings. Let's check this out.
Chill Shift L yeah. Doesn't really work for me. I don't know why, but I've
known about this for years, so can't really tell
you why it doesn't work but doesn't work for me. Also. Sorry, I did want to
clarify one thing. You can also
right-click and open in a new window or more
so open in a new tab. Any sort of paid linked
page, mentioned page. Not so much, but you
can do it four pages. And for actually, yeah, you can do it for pages
or database pages. Control Shift N actually just opens up a new
window because this is another window instance I'm using something separate called star dot groupby that
groups my windows together. Just wanted to point that out. And then as we've seen
throughout this whole process, we have other really
nice shortcuts like the function to put an emoji and airplane or
something else like that. You can also change that
with if you're on Windows, hold the Windows key
down and press period. And you can actually
type an emoji like that. And this is digit general Tutorial thing not
necessarily notion oriented. And then double-clicking in the space of a block will select everything is same with control a that will select everything within the block and not
necessarily the entire block. If you want to do
the entire page, you can spam control
a and it'll grab the whole page of text
necessarily block. Then in a circumstance
where you got a textblock, if you double-click, it'll
grab most of the text. If you triple-click,
you'll notice it'll grab the entire block, 123123. Then the last one
that we'll get into, just a nice little trick
which is Control P. The entire next module is
gonna be based on search, but this is how you can search like just an example, home. Or Let's do content
calendar or a center. Boom, you're done. Honestly,
keyboard shortcuts are not a big thing in Notion. The only other one
I can really think of is something
I've shown before, which is if you right-click on this or have a
selection of an item, you can hold Control
Shift and P to move it. And if you right-click,
you can find out that most of the other ones are like
Control Shift R to rename the top right here
you see Control L or Control Z on does something Control L copied the
link to the page we covered that in the
beginning of this course. There's really not
a whole lot color. I guess if you have
a text item to where you can do is if
you're writing some text, I've mentioned this
earlier in the course, but if you go to color here, we pick a color purple. Let me make another text. If we e.g. control aid, Control Shift H is going
to color that text. If we click on this
Control Shift, H would also color the block with the last
color that you chose, which in this case was
purple as you just saw. So, yeah, I mean we got the at symbol as showcased earlier. We got the plus symbol, which it links to
pages or add new page. It's not, not a whole
lot like you really, you don't do a lot of
shortcuts stuff in notion. A lot of it's clicking
and working in it, honestly, which I'm okay with. I like clicky, clicky
type B, type B. I'll let people
like shortcuts that other applications have. This
is pretty much marked down. So it's not like
anything crazy advanced and not like a whole lot
of linking you can do, or just the keyboard shortcut
side of it is not huge. I should rephrase
lot of linking, but not a lot of
keyboard shortcuts that people put to memory. Inside of that though, what we're going to
talk about next is the entirety of the
search functionality and whether it's good or not.
16. [1.16] Search: So in this module we're
gonna be looking at the search button and function. It's not too bad, honestly, you just press Control
P pops up anywhere. And what it does is
first and foremost, it, if you notice this, if I go to like a meal-plan
and really quick, I press Control P, it'll go backwards from what
you've recently been to. So the first thing is like the patron than the previous
one, than the previous one. By proof to prove this, we'll go to content calendar, and you'll see that in
a second meal planner, IEP meal planner
will be before it. So it just kinda like recency stuff or recent
items that you've worked in. Like I scrolled through these
in a previous module and in order to figure out how you necessarily can
drill things down, Let's start from the beginning. So if we go to the
homepage and do Control P, you'll see that we
have a couple of options that are default
across everything. So first of all, you
can only search titles. So if I only wanted to
search content calendar, you'll see that calendars here. This is based off a database
with content calendar in it. This is meal planner that has a calendar naming
convention in it. And this is what you got. If you want to open
any of these things, you can either left-click or hold down control
and left-click, which will open in a new tab. Now, what is important
to note is that you can actually pick what pages
her work rated by WHO. So in my circumstance, I click this, it will filter out anything that
wasn't created by me. But for the most part
this was created by me. However, as you'll notice, the vision and strategy,
employee benefits, that kind of stuff
doesn't show up because those are templates
night and make those. So if we then choose team space, if I'm in this team
space right now, this is where I could
search or I can pick test, which is not this and I don't
have any pages in there. So that showcases that. And then in page so this allows you to pick a specific page you
want to look in, which is pretty convenient, like I'm already in this page so that
doesn't do anything. But if I wanted to just
go to meal planner, then find the databases
that are within those. So since I'm looking for content calendar
that's in there, if I click off that, go to in meal planner, what I can do is I can
search for a recipe, right? So I can go from this
whole process control p. Okay, let's do a meal planner. Cool, it's there. Let's do tacos. Cool. Now I want to
base it only off of search titles because
there's some texts than there. Or I have an egg taco
like text recipe. So I just want to check titles over here and that's
where I could find it. Now, you also have
the option to change it to when was the last
time you edited it? When was the last
time you create it or did you create it? And you can pick
today last seven, last 30 or a specific day. So for was last edited today. None of those were the case. I didn't edit any
of those today. So last 30 days? Yeah. Because this is one that was tweet earlier in the tutorial. So then we could also
do create it as well. Or any of these made
in the last 30 days? Yes. I just pasted this over like
less than seven days ago, but none of them were
today, if I recall, it was on last Wednesday
or last Wednesday. So you can clear out any of
these by pressing clear, clicking off in this case. And you also can select
multiple pages that you can look through and then you
can click off one at a time. Same with the team space thing. Quick multiple, click
off any as well, and then toggle this
on and off like that. It's really not that
crazy advanced guys. That's pretty much all of it. Used to have the option to do in current page what
I guess now you can select that you are in current page by clicking on the first thing
that you're in. So if you notice, if I go to habit tracker and
press Control P, The first one that'll pop
up is in current page. I can do that and
then it's in there. Now another thing that I will point out is like a pro tip
is for search functionality is I'd recommend that you
append pages that are categorized in certain ways
with the emoji color things. So if you do that Windows thing, are you but Windows key and then period and press
enter on the red one. You'll notice that if I
only search titles here, it picks just this. So that's a trick that I've
started using for there. I've used for a
year-and-a-half and I think it needs to get
more like mainstream. I don't see a lot of people
using it in their workspaces, but people claim notion has
bad search functionality, but then doesn't, I don't
see a lot of solutions for making it work better as is. And this is an app and
use it for awhile. And it's like, yeah,
just categorize your stuff with
things that are so unique from a title perspective that it has to figure it out. Because pages within work tasks, if I type work tasks, you'll notice pages within it. Yeah, I can pop up, but if you have this
appendage changes the game. Another pro tip is you can
search in the trash over here. So another thing
would be like if that page or to get trashed, I could always do that
to like search for it. So let's do this as an example. But a little work projects
append it with a red, go back. And then if I did
that and it will be smart and the most recent thing deleted, it will be at the top. You can restore them here or permanently delete them here. So fortunately
though, I don t think notions trash
feature is amazing. It used to be worse
like it used to always automatically
bring it to the private, but this just brought it
back in the database. Surprisingly good. They're making some
silent changes throughout months that
they don't bring up. So if I if I mess
up on anything, they probably since updated it. I've used this app every
single day of my life for the last
three-and-a-half years. So pretty sure I know
what's going on in the app unless they magically change something without
any update notes. That's pretty much it for the search functionality though. Next we're going to talk
about sharing settings. Then we're going to
get into integrations and third-party apps. And after that, we
will be done with the desktop portion
of this course. And we will do another
mini course on how to utilize the mobile
device of your choosing. For me, I'm going
to use my iPhone in this circumstance as that is the mobile device that I own.
17. [1.17] Sharing Settings: So going back to our homepage, we're going to take a
look at sharing settings. So this also includes team spaces and sharing the workspace with other
members in that way. And it is made most clear via the way that
sort of team spaces work. So Notion is a top-down
sharing platform. So what that means is the higher the page in the hierarchy when
you share that page, everything within
that gets shared. Hence, if you e.g. or to go to this team space, you can add a page, but you can also get
a team space settings and you can add members. Essentially, what
would happen is if I had a second team member, right? If I had, if you go here
to settings and members, and I added members here, I added the member of I
have another account. Of course I do and call
it workspace owner. And what happens is, is that I would have
two members. Now. Now what I could do, I could
share this team space. Here. We're going to team space
settings with this member. Or I could remove them if
there's not a default one. So this is the default one. So then let's go here. So this is a test
one through here, add members, I can
invite myself here. So what does that do? That essentially gives
them access to everything within this page and
they're saying day as if it's only one
specific person. So what happens there is that we see here
at the top right, we have two members and all of the members
have full access. However, we can
actually change it so that the members only
have can edit access. If your a Plus member,
that's how that would work. Can comment or can view, or even no access. Are you sure you want
to remove this axis and permission and
restrict asset access? Yes. Now, it was very
important to note that full access means that if you add somebody
to a workspace, you are giving them
access to the workspace. They can add others and
they can delete stuff, can edit same thing from a editing and
deleting standpoint, but they can't invite
other people comment. They can comment on
stuff and view it, but not edit and can view, they can look at a page
but not comment on it. This is very useful for pages like the Notion
app system info hub, which is a public notion page that essentially
serves as a website. You see this in a lot of cases. It's how I used super dot. So to run a website through notion for about
two years actually. So what I could do here is if I remove or go to settings and members removed from workspace. So I'm getting rid of
myself in that team plan. Now I'm logged back in. So what we'd have here is the option to share
this page though, not only to team members
but to like random people. So now instead of myself being
a part of the team space, I'm just a person that exists in the notion community
that I'm adding to. Notion essentially has
this whole scenario in a spot where it knows everybody based on the
e-mail that you input. And I can give myself full
access or can edit access, or can comment or can view. However, I essentially
have it so that I can invite them to the page so that there'll be invited to the page
and will be built. Now if I invite them
to the workspace, that they won't be invited to the workspace as a bowl member
and then it'll be built. So if I only invite to the page, what that does is it
makes them a guest. Now, I'm going to point
out Notion pricing plan. You'll notice that
essentially for guests, you get up to ten. Guess on the free plan, 100, yes, on the Plus plan. And they're not able to make unlimited edits
or make unlimited blocks. I believe the limit is about 1,000 blocks
or something like that. Which is unique because beforehand they could like
edit an infinite amount which made it so that people may or may not have
been able to hack the system. And I have a bunch of guests
and then work through Teams, just having one
personal property and then a bunch
of free members, which is kind of a hack. And I'm not a thing anymore unless you have a personal plan in
or sunset it in. But essentially, since I gave this person that
gave me full access, I'm going to show you how it looks for that person, AKA me. What will happen is on
the top left over here, I will receive this invite. Okay, so I can go to
admin free workspace. Alright, so I see pretty
much everything within here. Now. That means that everything top-down I can look at because it was a
top-down approach. They added me to the top page. Everything beneath it I
have access to however, I can limit my own access. Her sorry. Let's just say Dimitris
and so I get to speak third-person Dimitris
access in this way. The page I'm currently on, so you can see this
is the admin account. And this is this is like
the admin account here. This is the admin account. And then if I go into this, THE 014 set up and
go to this one, I'm viewing it from the point of view of nature
punishing account, which is just this shared page. Now within here. And click on any of these
pages and I'll have access. However, I were to go back
onto the real account. Take this, I can remove my axis or edit my x's on specific pages so I can
change this page too. I don't want them to change
the vision and mission. And that is actually
the case for this specific page for
anyone who's a member. So if I was a member to, I
can change it to only view. So now if I click in
here, you'll see I can't. I can't I can't do the thing, but I can edit
stuff on this page. And that's because it's top-down with specific edit capabilities. And that's why team
spaces are nice because you can do it in bulk. Even before team spaces I structured my workspace
is in a way that was able to share it with specific people and then not share other
sections with others. And like all you
had to do is share my life section and
people would be able to see personal stuff for
my work section or my rise productive
section, like Chance, Who is my podcast co-host and
my video editor, Venezia, has been able to work in my
Notion workspace without team spaces or even a
team plan for awhile. So this is nice but not needed. So I've just always not had it. Another specific thing I
can do is if I go to e.g. this simple budget page
and I open this database. First of all, it's
a linked database, which I should go back to the structure section,
you'll see right here. Okay, so shared with me. Now, what happens if I do that exact same thing and
go to the structure page, go back to expenses, and I change the sharing
section two can edit content. This would mean that I
would be able to edit the entities within
this database, like moving things around, adding new content,
changing this to like $40. But by changing it
to kinetic content, it would make it so that I couldn't change the
database views. So I couldn't do this or I couldn't do something like this, which is like add
properties, right? So that's what that
would allow me to do. Now one of the key thing to note is the fact
that if I wanted to, for some reason, I could even remove specific
page access. So it's like top-down
completely if I get rid of just this database, right? Or sorry, just this page. So if I go to phone plan share, you see I still have access
because it's top-down. I can remove myself from there. Then you'll see magically,
phone plan disappears. Now, what happens if I
go to the simple budget? I remove myself from the entire database
and the other account. Remove restrict access. And if I refresh this page, you'll see it just doesn't
show the database anymore. The axis sort of
thing is not awful. It could be better. For sure. You're not able to like, limit specific properties
people can see. And in a sense, you're
really not able to like, only show specific pages. I mean, you kind of are essentially if a database
is shared with somebody, they can see it in the back-end. And if you give them
can view access, they could see
everything unless you filter the database
itself, right? So if I change this to our
dimitri can view those, but only to page done. Okay. I refresh the page. I could be in this page, be able to edit this page, not be able to edit essentially what's in
the database, right? And click around. I can sort, I can filter, but
I can't edit it. Now, how can I make it?
So only I could see what I want it to say. There was a bunch of
excess stuff here, like secret stuff. Right. So 50, I can even make a
property called secret. And I did not want them
to see what secret. What I could do is do
a shush emoji here. And then I can
filter this back at these backend views
and make it so that if this was a public facing view that I only wanted them
to see some stuff. You can filter it to expense, like just pick her
up like the name and then just type nonsense
and press Enter. And then in the
main page itself, filter it so that secretes
is not secret, right? So then in my circumstance, I would not be
able to see secret anymore because even though
it's shared with me, I refresh the page. I can't see the secret
stuff because it's filtered out in
their circumstance. I'm gonna make sure
I delete this yet. I can't see anymore. I can't change anything
within here because the filter is set
to this however, sorry, I forgot one final step. You need to make sure
that if it is like this, It's not a quick filter. It is a advanced filter. Or refresh the page we have here is a filter that
cannot be edited. All I can do is add Quick
Filters when I'm in the view. So that means it has
already filtered to Kansas show secret stuff. If I try to go into the
back-end, what happens? I only see the view that
exists and I can unfilter this view if it is
a advanced filter. So if I go back and make sure
it's an advanced filter, not a quick filter will
not be able to see this. So change that to advanced, refresh then unfortunately,
I can't see it. So there's kind of a way to
hack it and make it so that you can only showcase
certain parts of it. Just showcase of view
and not the whole thing. I will point out, obviously,
when it's top-down, that means if you're sharing a page like this simple
budget and that's it. And you do not share
the database itself. Since this is just
a linked database, you will have to go into
wherever the database is, open the page and share it. Let me show you what I mean. I'm gonna go back home and remove access from
everything from myself. Remove access. So now in theory shouldn't
have access at all. But I refresh, this
is a public page, so it should be fine. But outside of that, we'll
do here is go back to this, make sure I'm removed
and every sense. So go back here, move this view access, and go back to this right here. So I have vision and
strategy excess and I'm going to remove myself from the expenses access and
we're going to start from scratch and pretend like you
haven't seen anything yet. So say I don't have any specific say I don't have
the top-down page access. All I've given out is a
vision and strategy page. So by sharing this as can view, all I can see, go here, I see what I've been
shared with and go here. This is the only page I have
access to in the workspace. There's no sub pages, so this is the only page and this
is all I can see. Now. If I were to go to the simple Budget Planner and remember this is
a linked database. Now were to share
this as a view, I would have access only
to invite two page. So then boom, they should
populate right here. Now, what's the problem here? The problem is, I am not
sharing the database. I'm just sharing a
link to the database. So now I go back to the
homepage and go to structure, then go to expenses. I have to share the database's
back-end information else. It's impossible for
them to know what's up. So then you would only
show them the view of that database and
then they refresh. Since there's two
advanced filters, I can only see the dataset
that I gave myself. That was confusing to say. Then I can edit it. And
this is a nice way to like have external client
pages all in one. So you can have internal task
management related to it, but they don't get to see that. And even then, I'm not able to change the properties here. So I could completely
change the view on my end of what properties they want to see and
they can't edit it. So say I just want to show you everything up
to comment here. But I wanted some
internal data or I wanted some internal task
management related to it. I refresh this and I will only see what was allowed to be seen. This is extremely
important to note as sharing is like a huge thing that happens in
productivity apps. And I do want you
to make sure that your data is as secure as possible and as limited shared or as open shared
as you want it to be. So hopefully that helps
and speaking of sharing, the next module is
actually going to get into integrations. And then we're going to pop into a couple third-party
app examples before we close out the desktop
portion of this course.
18. [1.18] Integrations: So let's have a little
combo about integrations. So just to be frank, notion integrations,
generally speaking, comparison to the majority of the productivity at
market are not good. Okay, Cool, Thanks. I just wanted to be blunt here. I'm a huge fan of Notion. I've been a notion
user for awhile, but the function of
the app is great. The way that it
connects to other apps. Not so much. The majority of
what we have here, if we go to the top-left, go to settings and members
and we get connections. Here. My connections will see this is like the built-in
connections that we have. So if you do show
all, you got to look at the native
integrations that exist. I will say one thing, the slack one's pretty okay. One Drive, one's pretty okay. The Google Drive on not
so much the Trello one, not so much the asana
one, not so much. It's like it's just not, it could be better, right? Most of it's like embeds
or linked previews, like the OneDrive one e.g. is probably one of
the better examples. So make sure you can sign
in here to OneDrive. So if I do like slash, OneDrive is literally just
a pace situation. So if I go to a picture here or something and
I share this link, amazing inside joke
I'm putting in here, we paste this link. Yeah, you've got an embed. Awesome, cool. It's amazing. It's an old video. If I paste this here, you have the option to
paste it as a preview. So like the thing itself
could be an image or a video, paste it as I mentioned,
or paste it as a link. I would not call that
an integration per se, but sort of as Zoom has a very similar one
with like linked previews. And then we look at
other integrations here, my connections, it's
got to connect. You can connect another account or disconnect the account. We did the asana
example earlier. Slacks actually a pretty
good one. I got to say. So e.g. I am actually going
to go into another notion, workspace like my
own personal one really quick, just
so that it's easier. So if I go to my inbox here, you'll see that
if I go to Slack, I can add a notion
integrations are you going to do is just add notion and not the
notion integration blend the notion one slash
command slash notion. And it's pretty simple,
pretty effective too. So if I e.g. were to go to my
editor Vinny and say, Hey man, here is an
example slash notion. I'll do take that
part out. Funny. I'm saying. So right here I
can just go slash notion. You'll see it
prompts this, okay? Okay. What can I do here? Slash nudging, great, Awesome. What does that do? This is essentially
quick capture just in a connection
to a database yet. So we have a database
name like tasks. And this would be the
database I'm looking for. And then I can just call
it an example task. Then you're actually
able to connect the two properties
that are there. So I can pick the different
properties from here. It's not like all of them. You can't do relations
and stuff like that. You can do like dates,
checkboxes, tags, time, URLs, probably files and I'm not sure about
file is immediate, but like things that
can be like click then assigned basically. And I'm gonna do assign to that assigned to Dimitri would be me. I can add another property
by scrolling down. And I don't want to
add any more actually, so I'm just going to leave
it as is and do save after I remove the extra one and
example task populated. So it's pretty nice to just have a quick message over
here and click on this, press send a notion, right? I can pick my inbox, which is like the view that
I was just using a choose a recent view and
then you can title it whatever you want. So record, rest. The rest of Notion course. You can say this really quick
and then boom, it does it. And it added the message in Notion and I have
to do is connect the Slack account
and it'll show it in there is bugging right now and I'm not sure
why it wouldn't show what I just
connected it to. You'd have to like connect the Slack account essentially by going here to your
connections and then making sure it's
working properly. Like I said, a lot
of these are buggy. Does not really work in gray, even though it's connected,
which is really unfortunate. As you can see, the
other ones that exist to call out grid
kinda looks cool. It's a graph software. I made a video on my
YouTube channel before. The zoomed. Pretty simple. All of these are just
kinda like whimsical Miro, all these just kinda
like show embeds. It's not, it's not
that advanced. As you can see, I'm clearly
frustrated about the time. As you can see, I'm
clearly frustrated about the topic and don't really
want to get into it, but they are what they are. I showed you the
functionality of the few that exist so far. In notions history, we're really hoping that a sync database will come out with Google Calendar sometime
this year though.
19. [1.19] 3rd Party Apps: So now we're gonna get into
third-party applications which are a little
bit different than the notion API and integration. So third-party apps
than notion API, then we're done with
the desktop version. So we got a lot of different applications that can connect to Notion
third-party, right? So like long story short, this is like built-in
API integrations, but you don't have to
manually connect notion. And the API together with
things like Zapier and make, which is in the next module. Essentially, it does things
very similar to what you saw with the native
Slack integration. I mean, very similar. It's like the same thing. So like e.g. the epsilon sama is an app that has like a
third party integration. So if I sign into my son Sam account or my
AKI flow account, two different daily
planner apps kind of shows the example of this pretty well. Going in here, we
can close this out and get to the crux of this. So essentially what we
have here is right here, this is a notion
integration, right? But a third-party one. So when they say an integration on their end, that
means it's third party. So right here what I can do, I can go and manage this really quick and remove
what I currently have. So here I'm going to add a
notion workspace to this. And what this
essentially does is this sort of grabs what
I got going on a notion, integrates it with
their application. So if I do add Notion setup, you'll see, it'll
say since Sama is requesting access to
admins workspace, yeah. Few pages you would
like to select. Edit pages you'd like to select. This is what you're
letting it do. Yeah. Now what do you
want to let it do? All right, let's pick e.g. this. Let's do task list one just as an easy example and
allow it to access that. Then you'll see, it'll prompt you through a
guide or whatever, click on Task List. And it will bring
in just some of the properties that works. Some of the properties
that exists on both ends of the spectrum. So I'm gonna go back into the app That's looks
better over here. Click on Task List. Show you take fig
on a walk, Cool. Then there's gonna be multiple different views
that you can add. So if I click on
this right here, it'll open it up in Notion. And you can have the option
to open it in App now, which is like a
new nice feature. So instead of you opening
things in the web app, it does prompt you to
like auto open it notion, which is a new
update that I enjoy. And essentially if I
make something new here, say were to make it a
little checkbox property, showcase that, check this off. You'll see in the third
party integration that if we sync this, we can showcase the
multiple properties here. You'll see that take fig on a walk is checked off
by check this off here. In theory, it'll check
it off and notion. And this is again
an example of it. Like you're going
to essentially have a database that showcases some stuff in another app and then it'll like
connect together. There are some other
really cool options. There's something called notion automation are I have
a video on my website. I'm an affiliate of
it, full transparency. And what you can do is
for five bucks a month, you can have a two-way
Google calendar sync, which is really nice. I use this for a long time. And I did manually make it using make.com and it was like cheaper for me
to do it that way. However, if you want a
quicker way to do it, you can pay $5 a month for it. The affiliate link will
be on a YouTube video that will also link on how
to use the software here. But essentially this
is just a nice way to have a connection between a daily
planner app you're using or Google Calendar. And your notion, this is actually usually
the stuff that's better than the
native integrations for notion that
along with the API, which I'll get into
in the next module. But I really do think that this notion automation is one is like the best I've seen. And then since I was
a really good one, Aqiba has got a good
third-party integration and then into phi.co
is a great option. It's sort of like an
embed third party thing. Like most of the time,
we just kinda have to go with what's on the market. And unfortunately, notion is
not good integration wise. It's just not. Once it gets there,
it's gonna be scary how good the software is, but for now, it's not. Next, we're going to
be jumping into how I use the notion API and what some of the amazing ways
that you can utilize it as for your workspace
using Zapier and make.com.
20. [1.20] Notion API: Sadly, we have reached the end of all that
the whole course, the desktop portion
of the curse. And it's really great
that we're ending here because it kinda
teases out what I'm really passionate about and
what I do automation wise. So my entire notion setup is really predicated on the fact that like
automation can exist, e.g. this over here is a Second Brain inbox where essentially
every time I tweet this comes in here
and it's captured here. And I even have some
automation with Chet GPT where YouTube script and a
podcast outline spit out. So yeah, it can be pretty
advanced just based off of what you can have with
Zapier and make.com. And then here we actually have a sync to my
Google Calendar. So what's on here is a call that I had
with a potential client. And if I click on this link, what we have here is a link
to the actual calendar event, a link to the Google Meet event. The time the time it was made, the last time it was edited. And then who was it created by? And this was make.com. So something that I
failed to mention earlier is the fact that
on specific pages we have this thing
called Connections. And in order to add connections to different parts
of your workspace, essentially what you do is unlike sharing like he used
to do it in the same section they use they share
the actual pages with the integrations
as if it was a person. Now what you do is you share it, but like in a connexon session, so almost the exact same thing. So e.g. earlier with that bug
that I was talking about, hopefully what I can do is I can add connection here to Slack. So then unfortunately this is actually the notion
notifications apps. So this is like
making it so that if I changed anything on this page, it would then connect to it. And you can actually
see the make.com and Zapier and other
different integrations that I have connected here. And that is just because of all the different
ones I've used in the past and I shared it with the tasks database
and I can unconnected from the task database if I'd like to do since
I no longer use it. But essentially in
order to connect make.com or Zapier to Notion, you have to go through that
same prompt setup that you saw in the one with some Sama. And what you do have to do
with something like math.com. Let's go to this website, which is right here. So if we go to view
my integrations, will see its notion dot SO slash my hyphen integrations and
essentially what you do, you can either do that sort of prompt situation that you saw earlier or you can create
a new integration. And we're actually actually
you have to do this. My bad. I don't know. I said or you go here and e.g. you type in the
information here, some basic information,
then you submit it. I'll actually switch my Notion account to show you my real one. So it's easier to
do notion data. So slashed my
hyphen integrations and what you'll see
here that actually have a Zapier and make.com connection and there's even
Inaki flow on integrity. That's the old
version of make.com. So what I did was I added a new one
and there's gonna be a token that you get
prompted with that you have to like
manually connect it in. And then all you do is
like prostatic connection. Do you make and then you have to confirm that you
want it authorized, then you follow a process
of making that happen. So e.g. with this application, what I have done since I have this integration set
up is a lot of stuff. I mean, like audio
journal recording. This is set up so that when I
do a recording on my phone, I uploaded to a Google Drive. And then once it's uploaded there and it contains audio
recording as the name, it moves the file to a
folder in my Google Drive, so it hides it from
the main drive. I just have it in the main drive so it's easier to capture. And then I can make
it so that I create a notion database
item in my journal. So some examples of that would
be, if I go to my journal, you see that I have some
audio journal entries and this ends up linking to the Google Drive link for the audio journal for
me to listen to later. I mean, this is the kind
of stuff you can do with an ocean API. It's crazy. And other applications then I have a bunch of different
possibilities here. So here's a zap that runs
all the time with Zapier. When a new notion entity is
made and my content calendar, it creates a Google
Drive folder. For a example thumbnail that
snags the content number, the name of the title of it, and then it finds the thumbnail template
file that I have from my editor and then
re-upload it into the new folder that
we just made so that my editor has a quick
template to use. This is the quick wins
stuff that you can use with the productivity software and
automation that is insane. I am working on a lot of
different stuff where rise productive
might become more of an automation company as well as a productivity company. And I'm very much
excited for that. I only want to really give
you a taste of it because there's just so much
stuff you can do with it and it can
be overwhelming. I have completely
automated billing and stuff like that
as well in here. It really does save
me a lot of time. So if you are
interested in utilizing integrations more and you
need that for your business, reach out to us at
Rice productive.com. And we're also going to
come out with some courses on this sort of
automation stuff as well. But I did just want to
give an overview of that before we get into the mobile
section of this course. So essentially in that we'll be going over how to get started, how to download, navigate,
search within it, use the databases and blocks, and use the widgets and all the really fun
stuff that you can do with Notion on the go.
21. [2.1] Getting Started (Mobile): Welcome to this section of
this course that is going to dive all into how the mobile application works
and how you can set up your mobile setup
to be much better. So first and foremost,
just to point out, there are a lot of
criticisms about the notion mobile app and they are actually
very warranted, um, well, there is
not going to be any insane fixes that will
probably come out soon. You can do some tweaks to
make the experience better. I'm always of the opinion
that if you'd like an app a lot in one facet, tried to make it at least
work for you in multiple. So just getting started here. If you go on your phone, you will see I have
some widgets here. So all you need to do
on the iPhone would go to the mobile app store
and then type in Notion, they do already
have it right here. And this is the
symbol of what it is. So then what you can do is if it's not already
in your app library, you can go here, type Notion, drag it over here and
I'm gonna actually use my second page is an
example for this. So we have notion right here. In order to login,
Are you going to do is click on that app and for me, log out of all of
these really quick. And then we'll point
out one thing, the notion mobile
app is a little bit slower than most
people would like. So I'm going to log
into this account here, and it's going to show you how I already have a really
nice notion mobile setup. So you can see I'm
scrolling through multiple different pages here, which is nice and very
quick and easy to do. However, I log into
the other account, which is my admin that
rise productive account, We're gonna get a view
that is not great. It will prompt you with
some essential tips to how to use this on the go. But you can kinda
just go through all this and get started. So as you'll see here, I am on my homepage. However, with the
navigation how it is, it is not pretty, I
won't lie to you. It's not really
that good. So what we're gonna do in this setup is actually use a notion
mobile page setup. So in the next module, I'm going to actually
show you how you can make it so that
you don't have to like do all this scrolling
through all this stuff. You can actually have
the ability to get navigated very easily
between multiple pages. And that's Next up in episode two of this part of the course.
22. [2.2] Navigation: So jumping right in, we can see on the
mobile page that there is a few different ways
that you can navigate. When you press this
bottom left button, it will essentially bring
you to a view that shows your favorites and then
shows your team spaces, and then what items
are shared and then your private items as well. This thing right here, this little search icon
is the search feature, which is definitely
more limited. So e.g. if I do simple budget, you can do only search titles
deleted only as an option. You'd add a filter
that is actually very similar to what
you have in Notion, it's just a different
set of options. You have notifications right here and on the bottom right, you can create a
page really quickly. So I'm going to cancel. That's a quick overview of
the way that this app works. I'll dive into the
search feature a little bit more in another
module, but say e.g. you were to go to this expenses database and
then press on the bottom left, you see the jump back in. It has your most recent pages. So if I go take fig on a walk, again, I go to the left. That's the most recent pages. So it's kind of all
in how you set this up in order for it
to be half decent. So big problem is the
fact that if I went into, as I showed you
earlier, this vision or sorry, this work tasks page, even if I had like this navbar, it's not bad, but it's not
gonna be perfect, right? So what I would recommend that
you do is have a bunch of notion navigation pages that are separate from
your main pages. So because a linked
database is in that sort of thing
and sync blocks, you can have specific pages setup for when you're on the go. So going into my
workspace right here, what I'm gonna do
is I'm gonna go to structure which is the back-end. And then this is how we
can change things up. So you can do like
a little call out. First, I'm gonna do
a slash DIV two, column two to make two
sections to a callout block. For desktop databases. You can see if I just
slide this guy right here, due database, this in here, and then I'm just going to
hold Alt and drag this guy. And you'll see you
can do mobile views. And then what I'm gonna do, but a little phone icon. And in this, what we can do
is we can make some pages. So e.g. this daily planner pages is a nice one to look at. However, it's not necessarily perfect layout wise for
working in it often. So what we're gonna
do is you're gonna go and hold control and
left-click, take this, right. We're going to copy all of this linked database
stuff into a new page. So I copied all those blocks. I'm gonna do slash page. I'm going to call this
daily planner when we pick the same emoji Notepad. And you can even put an M as
an appendage if you'd want. So then what I'm gonna do is first I'm going to paste
this stuff in here. Now, what we have is something that's pretty
interesting and unique here we have a setup
with a couple of different items that maybe that's what we want
to look at, right? We want to look at this week's
meals, maybe, maybe not. We can change this
filter to date is today. We can change this
filter to assign contains me and the
date, or in this case, it's called the time, the name of the property
due and do is today, we'd see tasks that are
due today, right here. Okay, cool. And then we'd have
today's meals. And we can change this
to a list layout to make it a little bit
more condensed and get rid of the filter
showing awesome. And then I'm actually going to drag or so I'm going to re-color this and we'll see what's going to
happen in a second. And I can show you really
quickly how this can be very quick and easy setup. So rather than having multiple different pages that are based on your desktop pages, what you can do is you can
do slash succinct block. You make it a slash H2 and copy the link to the
daily planner page. Put an emoji that is a notepad, just like we did
with the Sync block earlier, and instead, go back into this section
and make a couple of pages. So meal planner can be here
in pick that same knife, put a little mobile symbol here. So you remember, if
you go back to here, copy and sink and paste
the Sync block and copy the link to the
page with Control L and do a little knife Control K, hyperlink, just like that. So then we can start seeing that we can navigate
between pages. So if you remember, how can we do this,
left-click on this right. Move to Neil planner. Okay, Let's do
another one cache. Now if we copy in sync this, go to this structure page again, slash page, finances or
expenses, sorry, expenses. M paste the Sync block, changes to a bank. Copy the link to the page, but Control L or go to the top right and do
that, paste that over. And then boom, you have
a sink block right here. So let's copy this or control
exit even as an option. Let me go here and paste that. So what do we have here? We have a page for
daily planner, for a meal planner and
expenses on the go. So how do we make this
easily accessible on the go? Well, we do is we make sure
that here on favorites, since favorites can
be used on the go, as we make this a favorite,
make this a favorite. We make this a favorite
just by going here. Then we border it how we want. Then if we go back to our
phone, press the bottom left, you'll see that the
first thing is gonna be the favorite that
you have right here. And then quickly and easily, you can go between these pages. Just like this, to
navigate through multiple knit mole
page setups and even like quick capture
text here, right? So say I put some
example text here. Let me go back to
the desktop app. Well, we could do,
we could take this, turned it into a sink block. We can just call this like a
little h three or something. But inbox emoji, call it an
inbox, maybe underline it. Copy and sync this
guy, you guessed it. The main daily
planner right here. So then when you go
from your phone, as you see, here, is what is in the
inbox example task, because this is much
quicker than clicking on this and adding a
property in there. We'll get into the ways that you can move blocks around and
stuff in a second here, but this is the best way to navigate within mobile notion. You make some notion. Mobile pages kinda suck up the extra effort
that it takes. And you do that. You don't complain
about how often you do something about it
because I've seen so many people
complained like this. Thanks. And I'm like, yeah, but
like if you tried to make it not stink and yeah, they're still not
great load time. And it's not perfect, but it's not like
it doesn't exist, especially the navigation bar, the good navigation can exist. So in the next module, we're gonna talk about how the different blocks
work and function and some of the ways that
you can kind of get out of the bugs, but
working in blocks. And then after that we're
going to talk about databases on the go.
23. [2.3] Blocks: So for this module,
we're gonna go over the blocks and kind
of how that works. We kind of teased around
with how this works prior by going in here and typing out in
this Sync block here. But we can do, as you notice quickly as I have this bug happening
where unfortunately I'm not prompted with like anything to edit or
make new blocks. So in order for
that to get rid of, we're going to have to exit out of the block
or out of the app and then go back into it.
Let's pick daily planner. And then you'll see
when I click somewhere, this is the blocks
that you can edit. So essentially it's
the exact same thing that you could do before. Like there's marked down here. 123 would do divider, bracket, bracket would
do a check, checkbox. We can make a checkbox
go away by pressing Return twice into a dash and a space and
into the bullets. Let's do example bullet. And then you'll see right here, the six dots option is essentially this or
another six dots, but the turn into option on the desktop is
essentially this. So you can change this into NH3. You can change this into a page even or anything else that
you'd find right here. So then you can
press the three dots and do turn into once again, you can change it
into basically all of the basic blocks and some
of the advanced blocks. And then like not
the sink databases and stuff you don't have like integration level stuff on the go and notion that's
just one thing to point out. Now you can, as you see, if I click on this, change
the color by going here. And there's the basic color, There's the background
color options. Same exact thing you
can do back and forth. I'm like an undo and redo. You can delete the block
by person that trash can. You can bold by highlighting, bold, italicize underline and strike through the
exact same way. You can hyperlink any page or any URL that's in
Notion or out of it. But right here, we could
hyperlink notion page. We can add a comment. I highlighted that
press comments, example comments
with ads in there. So at today, at Dimitri, and you can also add file
attachments, which is cool. I'm going to just
send this regardless. You see right here,
it click on it. That's where the
comments show up here. If the option to
write and the coder, you have the option to
write in the equation. You have the majority of the stuff outside of
the integrations. You can indent left or right. So you can't obviously
spam, right? You do this. You can keep going down into the right stone to the right, press Add Text and
it'll go down one. Let's delete a couple
of times to unindent. They're trying to show you how the software works in general, you can go up or down, which is another way to
do the alignment as well. So that just moves
the text up or down. So I'm going to just
delete some tax. You cannot select multiple
texts blocks at once, but what you can do or
multiple blocks at once, what you can do is edit text by pressing Select and
going between the blocks, just like you can do in
Notion on the computer. So you can do this,
which is nice. However, you mentioned
you can't select multiple blocks and it is really hard to drag
and move blocks around. Like if I left-click on
this, you'll notice, okay, I can't, I
can't click and drag. I can't. I can't. So the best way to
do it is honestly closing the app out,
going back into it. I'm going back in there. And then you can hold with your finger and move it up
and down or place it inside. I doing this, you click on
this thing right here too. It gets rid of the keyboard. This thing on the right
gets rid of the keyboard. And then you can get back into
moving the blocks around. It is not the best
experience on the planet. But if you need something quick, just capture some text or put
one entity in the database. It is useful enough. And there are a bunch
of work rounds. I have automations
that capture audio. I have automations that capture texts like Of course I do, but the average person, I used it without
that stuff for years. You also can add photos, take a video, or choose a
file even off of your iPhone. And it really does have the
same basic functionality. I mean, it's just not including the integrations like Notion AI and all that sort
of advanced stuff. But it is essentially the same. And no, no, no. You cannot do slash anything. You can do slash to do. It just doesn't work. You also can add a bunch of this stuff here
like the n beds. But as you can see, you can't
add other integrations. So you can do an
embedded here, right? But you can't do the, if we look at, we can
add sink databases. As I mentioned, the
table of contents, template buttons,
same sank blocks. I mean, template bonds
work very similar. They just work in a weird way on the Go where you
press the three dots. And in any situation when you
just press the three dots, it then shows you like the settings that would
exist on the computer. I'm just didn't
really weird way. Right? I mean is even if you saw here, if I press the three dots of this and I press the three
dots right here in the bar, I can turn the page
into insert below. I can turn it to I can even move to so I can move this
to the expenses page. Present visit there
on the bottom. Yeah, it works just
like the main app, but long story
short, what this is, is this, this is their website. So they're like web app wrapped
into a different format, which is not conducive
for it being fast or being amazing
for iPhone or Android. But it is what it is. So that's what we got. Next, we're gonna get into
databases, filtering, sorting, and all the ways that, that can kind of work on the go.
24. [2.4] Databases: So jumping right into the phone, you'll see that right here I have a linked
database, right? So I can go in here by pressing
this arrow right here. And it will show me the view. And if I click on this and
go to daily planner again, press the three dots and
look at the linked database. Once again, it is
the same settings just in a really sort of setup. You can filter here. You can add an advanced filter. You can add a quick filter. Press this, it's
just going to do the quick filter
contains me, okay? Then I can change it to repress three dots
here at the bottom. Do advanced filter. It's literally the
same stuff just wrapped in a weird way. You just have to memorize
and get used to. You can reset the filters. It has that saved forever. One option. It has search
functionality here, so you can type out
specific stuff. So you just want to see example that'll show up and
then you can click that off. And by the way, if you
click into a database item, it'll open it as a new page. There's no previews on the go. So then you'd have to go, swipe your finger from the
left to the right to go back, and from the right to
the left to go forward, back, forward. That's
how that works. You can edit properties by just clicking on them like
that. So e.g. I. Can click on the date and edit it's tomorrow
and it'll disappear. This update very much
shows that it's just like a wrapped version of it
because they didn't have to hard-code that it was
actually decently easy. They can just select this. Do in progress, select this, keep the same day, change it to 07:00 P.M. all
this kind of stuff. Really quick, kinda hard to really show you
a crazy amount. Press the three dots. You can change the
source that comes from. You can change the
properties that it shows. You can add properties like these suggested properties that recently showed up as
I'm making this course, which essentially are just
these different types with like e.g. this tags one's gonna be
a multi-select property if I had to guess, right? So if I go to properties now, tags is gonna be a
multi-select property. It's just like renames
it so you have some ideas of what the
properties can be. Hence it being suggested. Reporters gonna be an
assigned to property exactly. Or sorry, this will be
created by actually. And then in the three dots
here, we can also group, so group it by task name e.g. I. Can show you. And yes, you can toggle on and toggle
or hide specific ones. You can ungroup and yes, you can change how many
pages are showing. So e.g. if there
was more than 50, you can change the loan
limit to only show ten and when you're on the go,
definitely a good option. That is obviously something
you can do on the desktop, as well as the Going, once
again to the three dots. You can copy links to views. You can duplicate views, you can delete views. You can change between
different views here, but what you cannot do is organically create
new databases, okay? So e.g. if I go to the homepage here and I go to the
structure backend, I wanted to make a new
database like this one. The only way I can do it
is essentially by picking a template or picking
your database. Do database right here. Like I can't naturally
do it within the block functionality
here I have to make an entirely new page
for it to work. Or I go back to this page, what I can do is I can
duplicate this database, right? So that's another option,
but you can't like go here. And in this, There's
no option to, you can actually make a new database here,
I take that back. You just have to press
database inline and then essentially you
make it brand new. But I will say it's the
same issue as before. Like dragging this around. This is what you can do. If I had said prior in
this course that you can't make them,
I was incorrect. What I was meant to say is that you can't
drag them around, which is obviously frustrating. Holding onto this and
dragging this and nothing happening is
extremely frustrating. However, I get it. I mean, there's gonna
be limitations, right? Like you can add sub items. You can do all that functionality
and stuff within here. It's just not a great mobile app like from that perspective, like the bulkiness of it,
the ease of use of it. And it's really hard though,
because think about it. It's a Canvas based software put into this many inches
of screen real estate. So of course it's gonna
be limited on the go. You can lock the database
as though you can do all of the core functionality that was mentioned prior in this course. Just really without
sync databases and without you able to
drag databases around. A trick to that
though would be like essentially you turning and
flipping the script on it. So by like one of two ways, if I were to copy the link to this and find the
block that I wanted to place it into
and then paste it and then create linked
view of database. That's a trick to get it into
the block that you want. And then you can
hide the title and all the same stuff that
you could do before. Or you can make a new database in the exact same exact
row that you want, but once it's made, it can't be moved. So what I would
recommend is that if you have a linked database
somewhere that you're like, I'm on the go and
I want to move it. Like you just kinda have to copy the link to the
Vue and paste it again. I like pasting it if
you want it outside, like pasted outside
of it, right? Habits. And then okay, well now I
want my workspace here, okay, add view, type
work tasks, tasks here. Unfortunately, it
didn't prompt me. Let's say which tasks, when do you want so
that's the hard thing you can't like, drag this around. You can duplicate this. I doing this, which
duplicates the view. But then once again,
the hard thing is you can duplicate this entire block, which is really frustrating, so it's a little bit
limited in what you can do. So I clear this out. Fleet view here this out, I believe you click on this delete view that clears out some things
that you can see here. We try to move some
things around. I can click on it and empty
space to prompt new blocks, like on the keyboard
to get out of it. Drag new space. If you want to add
another block here, then drag this up to make space between the
inbox and that section. It's kinda finicky. That's all I really got
to say about this one. That's unfortunately how it
is with databases and blocks. But next we are going to talk about the search function and show you that in its entirety. And after that, we will
get into the iOS widgets, which are what make
this a godsend and prevent this app from being a lot more limited
than it could be.
25. [2.5] Search (Mobile): So now essentially
we're just going to go through the search function. So this is this right here, and it does the exact
same stuff as you saw on the desktop app. However, the desktop app
is a little bit different. So a bug that does occur,
as you can see here, is that I type out this in
comparison to the desktop app. If I do Control P on the desktop app at the
time of making this, it's a little bit different. So what you see on
the mobile app is actually what used
to be the case. So right now on the desktop app, you don't see that
deleted only option, which as I was making
the course, I noticed they changed from
what it used to be. Then if we press Delete it only, you'll see if I do
example, do deleted only, only deleted examples
are showing here, which is very weird that it
doesn't exist right now. And what I had on that
example on the desktop. But you can tick that
on, tick that off. You can change this best
matches to last edited newest first created newest first
created oldest first. This is the kind of
stuff that like you used to have with the sorting here. But for some reason it's not a thing on the desktop
app right now. And then if you do
only search titles, that is just like it
is on a desktop app. And once again, we'll
do expenses, e.g. I. Press Add Filter. These are
very similar filters though. They created by me as a quick
filter that you can do, edited last week
in current page, these are all like
quick filters. The quick filters don't exist on the desktop app
when looking at it. However, that is kinda nice. And current page,
very nice to look at. Changing that to graded by
then picking the person. All this kinda
stuff is the exact same filtering that you'd have on the go outside of. There's some extra stuff on mobile right now with
the deleted option. It's a little weird. The only thing you
can't do is like search and team
spaces on the go. So here we have the home. And as we can see, what this is basically telling me
is that notion hasn't updated this to the
new team space system where free has teamed spaces and then everything
above it as well. Whereas before it was
just business and down. So they haven't quite updated their search functionality
to get there on the web app. Which kind of makes sense to me. But it's a little bit
odd that they remove some things like delete
it only on the desktop, but have it on the go. We'll see whether they make
those updates moving forward. But I did want to call
this specific section out because it is mildly
different on mobile, which is once again,
just kinda odd. Lastly, we're gonna get
into the Iowa's, which is, which are my favorite part
about this application. And there are Android
ones as well. However, I do not have an
Android phone to show you, but it is definitely
worth looking at the iOS ones for your
use cases as well.
26. [2.6] IOS Widgets (Mobile): Alright, this is the
best part of this. What you have here is
this notion mobile app. So if you hold onto it, press Edit home screen, you can press this Plus icon. And essentially
what you have here is if you click on Notion, you'll see that there
are some options. You can pick a page, you can
pick a favorite section, you can pick a large
favorite section, and you can pick a recent
one and enlarge reasons one. So what I like to do is personally what that navigation
I setup that's mobile, press Add widget to
the Favorites one. So essentially what
happens here is that I have a easily accessible,
as you see over here. This is my favorite
from my real notion, accessible mobile view of three different pages
that really matter to me. And I have a sink
block navigating between those pages
just so quick and easy. Now, if I scroll up
and out of this, I like to do as well,
is first and foremost, you can just add a new page by pressing the plus icon here, which is good in some senses. I mean, there's not a whole lot of ways they do
something like this. Like in theory,
maybe you could set up something so that like if
you add new private pages, you can quickly go into
a quick capture system. Maybe I'd have to really think
about that, but honestly, it's not that a useful, I don't ever think like adding a private page as that of
like making the private page. And then once you
get into Notion like dragging it into your
inbox or something from the bottom left of your side nav bar, that
would be over here, right? You see this untitled
example page. Like maybe when I log in, I can drag this to my inbox or something was
a task. I don't know. Maybe that's an option, but
you have to remember that. I don't personally think
it's a great choice, but it is technically the quickest thing you
could do. I don't know. It's fine. No, I just wanted to show
you that functionality. What I like to do though, as I hold on the Notion
app at, at home screen. And I also pick the
recent S1 Nestle, this guy right inside of it. So that means we
have two of these. So we have the favorites
one and the recent ones. So when I'm working
in Notion on the go, sometimes I then can easily
go back and be like, like a minute or two later. Like I wasn't on the
favorite pages unlike another page like I can
make 5678, 9102, 0305, 0708 mobile app pages
if I wanted to, but say I was on a desktop page, it's like, oh dang, I
need to get to that. Oh, wait, that was
the last one I used. Let's go here. This
is the recent one. They did recently add this
whole thing where this shows you the jump back in section by pressing
the bottom left. That kinda helps with that too. However, I think a slide and
press is quicker than like a bottom-left pressed
slide to the left, like this motion is quicker
than spam the bottom-left. Find it. Oh, it's over here. That's just my opinion on that. Then what you could also do is edit this stack to get
rid of smart rotate, get rid of widgets, suggestions, and have it only be those two. Then you edit and
add to home screen. You also have the larger
versions of what I just showed you and then a
straight up docs page. So you could just
set up a page where if I tap and hold
to set this up, edit the widget allows me
to pick a notion page. So say I wanted to
pick values are, Let's do the habit tracker page. So then I click on
habit tracker page, launches me right
into that and say I made it more mobile-friendly. That would be quick
and easy to use. Just like going in here, say this was like the
very start of the page. Like I literally just
picked the habit tracker. And it was like a page itself. So if I turn this
guy around and e.g. I'm just going to edit
this on my desktop, made it so that the
very beginning of this was what I needed. Then I could go here. Whereas this then boom,
it'd be what I want. A lot of people use this for
like a quick inbox stuff, quick bucket list
items Like e.g. I'm going to take that
inbox, a dated planner. I did this for a
client recently. I'm gonna sink this, make it quick inbox page for
the mobile experience, make a Inbox here, I could add another page, so add a widget,
add notion page. So pick inbox here, then you just click
on this type in it real quick from Obama. Watch National football playoff, which I'm going to do after
recording the scores and then go into my daily
planner on my homepage. Here are my homebase here. You'll see that pops
up really quick. So you'd set up
grocery stuff here. You can just pretty much put all the different parts
of your life that you, How's with the notion as little pages making a
whole second section is somebody I'd
never considered, but it could be a good option just like quickly
putting it over here so that you don't have to even go into a
daily planner page. And like go between
actions and inbox, or go-between the
meal planner that can have like your recipes and
have all that kinda stuff. So it is convenient
to just use Notion as your one in every app and then it's nice like
that and they go, however, it is still slow on the mobile experience and
I fully am aware of that. And I'm trying my best to hedge that as hard as
possible in this course. Hopefully, notion continues to improve upon the features
that it has on the go. But hopefully you
can set up a widget based mobile experience
that's quick enough to not have too much friction associated
with what you're doing.
27. Conclusion: Welcome to the end. I'd like to thank all of you so much for finishing this course. If you'd like to check out
any of our other content, makes sure to go check
my YouTube channel out. It's my name, Dimitri punchy. Make sure to check out our
content and rise productive. Make sure to check
out our podcast, the rise productive podcast. Rise productive.com is a website and business that I've
been growing for awhile. And I am so proud of
awards gotten me. I wanted to make a
notion course for years and now felt
like the right time. This is a one-on-one course. I hopefully will make a more advanced version of this course with expanded upon
modules later on. And as notion kind of expands, I'm hoping I'll be able to add appendages that a lot of
these modules so that you'll have more of what the application has
overtime because this is an advancing
application and I'm really excited to bring you
everything that it has. If you have any
questions for me, makes sure to reach out at hello at rise productive.com and thank you again so much for supporting what we do
here at Rice productive. And I'll see you guys
in the next one.