Transcripts
1. Welcome! Start Here: Hello, and welcome to the notion Masters course.
I'm Sumner Hobart. And I'm Allie Hobart. And we want to thank
you for choosing us as your instructors on this
exciting journey ahead. Before we dive into the step
by step notion tutorials, there are a few important
things we need to cover so you get the most
value out of this program. First, this course
is designed for both people who are
completely new to notion, as well as current
users who want to take their notion skills
to the next level. If you are brand new, we recommend you watch each video one at a
time chronologically. The videos are laid
out in a step by step format that build
one after the other. Once we show you how to create an account with
your special link, then you can follow along
step by step as you go along. If you are a current
notion user, we still recommend watching each video because even
the more basic tutorials will still uncover key insights and build on for you to
get more advanced topics. But this course is for you. So if you prefer to skip to future videos based on the
title, you're free to do so. For each video in the course, you can adjust the volume and the speed of each video as everyone's preference
is different. For any questions you
have along the way, be sure to drop those in the
Q&A section of this course. Before you ask any questions, please search the Q&A section
first because there's a good chance that
the question you want to ask has
already been answered. All student resources, including your 31 pre made professional
notion templates can be found in the
resources section as shown here on the screen. And once we show you how to properly set up your
notion account, we'll then show you how
to basically import these resources into your
personal notion workspace. Lastly, you'll be asked to
leave a review of this course, and we just ask that
you would wait to leave your review until you get a
good feel for the material. Your support is
immensely appreciated. And if there's
anything that we can do to further improve
your experience, just let us know in
the Q&A section. Are so excited for you, and we can guarantee that if you watch through
the entire course, your life would change
for the better forever. Now, let's get to
the first video.
2. Introduction to Notion: This video, I'm going to
show you what notion is, how it works, some
of the benefits, and what better way to do
that than with notion itself. So here's an example
of a notion page, which we're going to
go in more detail about to show you how to
create this exact page and way more beautiful and even more complex and
advanced pages as well. So what is Notion? The way I like to
think about it, it's the one tool that replaces
all other tools, okay? It does a lot including note
taking, tasks, databases, summarizations, collaborations,
and a lot more, which, of course, you're going to see throughout the course. And specifically, how
I kind of think of it is like the one ring
and Lord of the Rings. The one ring to rule them all the one tool
to rule them all. And if Notion doesn't
replace a particular tool like Google Docs or ClickUp
or these other tools, it can integrate with
things like Zapi Typefm, Chachi BT, Google Drive, and so much more, all of
which we're going to cover. And ultimately brings clarity, organization to your life. And you can think
of it sort of like a Lego block set system to where you might
be intimidated, or like, Hey, like,
I'm brand new to this. I just started using Notion. I haven't used any
other tool like this. Like, I am a beginner. Please make this
beginner friendly. Well, you can make something as simple as you want with egos, like the simple little
duck over here. Or you can make something super beautiful and complex
and artistic, like you see
something over here. They're both made out of
basic ego building blocks, and one is much more
simple than the other. So what's great about notion, it's so customizable
that you can keep it very basic and simple
for your specific needs, or you can get it more
advanced with, you know, AI and integrations,
automations, collaboration, all of that. So just rest assured that
no matter where you are, if you're already a
notion user and you really want to get
that advanced use, we have later videos, you should probably skip to those videos. But if you're more of
a beginner and want to stay there and you're scared
of the advanced stuff, which you shouldn't be because
it's actually very simple, because that's how Notion is designed is to be easy to use, you can stay in whatever
realm you want to be. So really, honestly, it's
actually makes work fun. It's another thing that I'll
add that's very underrated. So so the overview of kind of
how to think about notion. Now, why do we use it? We already talked about
some of the benefits. So the key is you will gain so much peace and
clarity in your life, just like I have and Alli have, and thousands of other users
have extremely versatile, like we already covered all the different things that
you can use Notion for. I'm giving you a little taste here showing you
exactly how we do that. I'll show you how to create
these cool drop downs, these callous, images,
super easy and fun to do. Ultimately, it's going to save you hours and hours of time. Literally can save you up to
4 hours or more per week, just by starting to use Notion. I'm not kidding.
Really powerful. And ultimately save
money because you can literally stop using tools. Like, we no longer use
ClickUp because we now can do everything in
notion with C Bon boards, databases, and all of that. So it's amazing. I'm so excited. I hope you are, too. Okay. And
then who is it for? Right? Are you a student? You want
to use this for personal use? Are you a business
or like, wait, what is this for? It's for both. Again, this is one of the most customized
tools in the world. It's literally like legos. Like Legos for more adults, even though it is a kids toy,
and there's Legos for kids. So there's notion for
personal use, right? Habit tracking,
learning, taking notes, goal setting, recipes, meal
planning, fitness planning, building a resume, all of that, as well as project management, you know, summarizing notes, actually having Notion
AI write for you. You write in a little snippet or write all your thoughts down, and it makes it sound good. Collaborating, CRM,
all that, right? And how does notion work? So really and people, I think, overcomplicate this,
really, really, really, to oversimplify, is we have
pages and blocks, okay? So pages are what you're
looking at right now. This entire document or
webpage is a notion page. Within the page, it
is made up of blocks. So the building blocks are the
pieces inside of the page. They build out the page like
Legos build a structure. It's made out of egos of literally individual
building blocks called Legos and they build out
all kinds of structures. So you can build all kinds
of pages using these blocks. You can kind of see
the notion page here. The notion page contains text. This is a block. It contains
an image. This is a block. It contains a web
embed. This is a block. There are all kinds of blocks. Everything you see here, block, block. This toggle is a block. All of these are
basically blocks, right? Elements that fill up your
page and make up your page. You see more here?
Here's another example of a notion page. So we have the heading
block, image block, quote block to do list block
or also like checkbox block, heading block, all
of that, right? It's actually really simple. When you think
about it that way, again, that's why it
can be so simple. You can make a page
with one word on it. There you go. That's an
notan page with the word. Or you can add all
these integrations and connectivity and collaborate with
other notion users and all of that and really build that make it more complex. But the whole point here is, this is going to
improve your life, and it's going to
improve your life specifically for you
and your situation. It's not like,
here's how it works and you have to force
it into your life. You have your life going on around you
and your work, okay? It's all intertwined, right.
Your work is your life. So you have all that
going on around you. And you're going
to use Notion to help organize,
clarify, systematize, increase productivity
among what you're already doing and ultimately
improve your life, if that makes sense, no
matter where you are, whether you said
you're a student, you're using this for
fun and personal use, which I totally do and using it for business
like we totally do. And I hope you're excited
and ready to dive in. Now, if you want access to this exact template that you see here on the screen
for reference, which is also going
to be the case for all the other templates that
we cover here in the course, which you have 100% free
access to as a student, is click on the Link in
the Resources section. From there, you go
to a webpage where you'll enter in your student
email and your name. Once we verify you,
then we'll send you the link that has all of
the different templates as well as the simple instructions on how to clonee
them or basically add them and import them into
your own notion, workspace. And then from there, you
can keep them as it is. You can customize them. You can duplicate them,
whatever you want. Just don't resell them,
and they're free for you to use and ultimately improve your life. And
this is one of them. So just reminding you, I can
go to the resources section, click on that link,
fill out the info, and we'll send you this
with everything else. So, yeah, I hope you're excited. Let's get to the next video.
3. Notion Paid vs. Free - Which is Better?: Alright, so we know
overall how Notion works, the benefits, and we're
ready to dive in. But, of course, in order
to start using Notion, we need to have a
notion account. Now, you may already
have a Notion account. If you don't I have
a special kind of free trial link for you
specifically from Notion, where you get 30 day access to their plus plan with Notion AI, but you need to use
our special link, you know, for whatever reason. That's kind of how Notion works, which will be linked in
the resources section, and we'll also send
it to you via email, along with all of
the free templates. So if you haven't
done that already, go ahead and access and you can click this directly in order to gain access to this. But the good news is,
right, with notion, and one reason it's amazing is the free plan may be
all that you need. Now, it kind of depends on you and your
circumstance, right? Are you using this with teams? Are you using this for business? Is it just for personal use? Generally, for
just personal use, the free is more than enough. Even for many, freelancers,
entrepreneurs, businesses, the free can still work and be
all that you need. What I recommend is
start off with free. Again, I'd recommend using
the 30 day plus plan trial, which also includes,
again, Notion AI, which otherwise you'd
have to pay for. And that way, you can follow
along in the course when we cover Notion AI and all the different
tools and features. And after that trial period, then you can determine, okay, let's see if I continue
with the free plan and kind of downgrade to the free plan if
that's all you need, or you're like, Oh, no, I'm definitely going to use
these different features. And if I want these
features, then I definitely need to use
one of these paid plans. So like I said, most of you, free plan is going
to be more than enough for life. That's great. But for some of us,
myself included, I use the Plus plan. And specifically, we had
this toggle over here, I use the plus plan
with Notion AI. Again, it's somewhat
customizable. So, for us, we pay about $22. Well, exactly $22 per month for us, and that's
all that we need. And the value we get
out of that is amazing, which we're going
to actually cover. But again, you can
get started for free. You do not need to pay for
anything starting off, especially with that free trial. Now, to really break it down, this is going to make
more sense once we actually go through
what these things are, but it'll have a link to
their pricing page as well, where you can actually
see what's included. And the big call out here is all the amazing stuff that's
included in the free plan. That's what's
really great. And I really hope Notion keeps this. What some tools have done in the past, which
makes sense, right, is they make their free plan amazing until a bunch of
people start using it, then they start reducing
their free stuff, you know, so I hope that's not the case, but currently, the free
plan is amazing, right? Unlimited, pages and blocks, up to 5 megabytes of files
that you can upload, page history of seven days. That means within seven days, if there's a page you deleted and you want
to restore that, you have seven days
to do so, right? Page analytics, honestly, don't really use this that much. In either case, it
really doesn't matter. Ten guest invites. Again,
if you're an individual, this is great. You can
invite other people. You could have multiple
accounts and use that for whatever reason, if you want to keep
things separate. But that's plenty, right? Scrolling down here
for automations. There's still
automations included, like basic, Slack
or some buttons. You click a button,
it goes to a website, or it goes to another
page or things like that, which is actually, it's basic, but it's actually
pretty advanced. So that's really great
and kind of so on again, you can kind of look through
here, just giving you a preview of what
sort of comparison. And like I said,
yeah, Getrt with a free plan using
our special link. You can get access
to everything. Follow along with the course
is what I would recommend. But again, you can do
whatever you guitar for free. If you see that there's value
and you want to upgrade, which is exactly how we
started using Notion, then you can do it at
that time, or you'll realize, Nope, free is perfect. Let's continue with that.
So just a quick call out. In the next video, I'll
show you how to set up your Notion account. So
let's go ahead and get
4. Setting Up Your Notion Account (The Right Way): Welcome. I am so excited and so ready to dive into
actually creating your Notion account and
getting an overview of this amazing tool that you're going to
fall in love with. So, let's get started. Once you click in Link in
the resources below, again, right now, you're able to get 30 day free trial on
the plus account. So definitely make sure
to follow that link, and then you're going
to be brought to this site where you can see all of the details
about Notan account. And then when you're ready, go ahead and click on this button, start your free plus trial. Then you're going to
get to the signup page, and you can use any
email that you like. But if you are planning
on using Notion as a part of an organization
that you're going to be a team and you're going to be
collaborating with others, then I encourage
you to sign up with your work email
because later on, you're going to see that
there's great integrations with calendars and emails, things like that where you can collaborate with your team. So it would be easier if you
sign up with your email. And also, you can
sign up by simply go continuing with Google if you're already
logged into an account, Apple, Microsoft, PASC
and single sign on. So there's all these options.
I'm just going to go ahead and use my own email. Then click Continue. It's going to send a
verification code to your email. Just go check your
inbox and then copy and paste the code here and
then click Continue. Alright, now we're going
to create our profile, so I'm going to enter my
name, set a password. Okay, and now Notion is
going to ask a few things. Also because you
are able to receive emails and notifications
of their latest update. So by knowing what you're
going to use Notion for, then they can target
better content for you. So you can just choose whatever you like or
be very truthful. So in this case, I'm going
to choose personal life. Continue. Then how do you want
to use Notion with others, like team members
or on your own. I'm going to click with others, and then you can just select a few things that you want to use Notion four because, again, Notion offers templates,
and there's all of these different ways that you can use I can give you
better suggestions. So just going to choose
personal finance, travel to DList, let's see, food and nutrition,
and then continue. And you can also skip
all of these options. Just going to go
ahead for you to see all of the ones that you're
probably going to get. And here, if you're
going to invite people, it could even be your spouse or someone else in
your organization. That's where you could
do. You can click. You can fill out
the email addresses or simply send them
the Invite link. But right now I'm
not inviting anyone, so I'm going to click
on Take Me the Notion. Alright. And it is that easy. Now, you're going to get, again, all of this information
from Notion, telling you how to better use, all of these tutorials,
but you won't need it because this course
is so complete, we're going to show you
everything step by step. So I'm just going to click out of that Popa
window right now, and this is the homepage, the getting started page
of your Notion account. Now, it can seem a little bit overwhelming,
but don't worry. I'm going to go through the
overview of everything, and it's going to get more
and more intuitive with time. One thing I want to
make sure to tell you is that you can use
Notion on the web, which is what I'm
doing right now. But you can also download the
Notion app on your desktop, as well as your phone. Later on in the course, I'm going to show you step by step how to use
Notion on your phone, especially because some
of the things that you're going to learn
throughout the course, we're going to show on desktop, and then it changes a little bit once you use
it on the phone. So that's why it's going
to be later in the course. But right now just know that you can take Notion with
you wherever you go. You can download the app. Same with your desktop. You don't need to be
using on the web. And as a matter of fact,
I really enjoy using the desktop app because
I can use it offline. So many times when
I'm traveling, I'm using the app, and then later on, when I get connected, then it syncs to all
of the accounts, like it syncs with the
notion on my phone and where I'm logged
in everywhere. And to download your Notion app, there is a shortcut
here on the web page, you can go to this little arrow
and click on Get Mac App. Or you can go tonon.com
slash Desktop, and you're going to see you
can download for MacOS, which is what I'm
currently using. But you can also scroll
down and find the one that is compatible with the
system that you're using. Of course, you can also go to the app store or Google Play Store and
find the app there. And for your phone, similarly, you can go tonon.com
slash Mobile or directly into Appstore or Googleplay to
download your app. So let's get started. Right here, the main
area is where you're going to be creating
all of the content. We're going to show you
everything that you can create throughout the
course, of course. And on the left
side is the menu. And I'm going to give you a quick overview so you can
get familiar with the tool. But before we get started, we are going to be
using throughout the course notion
tool in dark mode. And that is because it is easier for you to focus
when it's in dark mode, and it is less
strain on the eyes. So you can easily switch
between dark mode and light mode by going to Command Shift L,
that's for MacBooks. And for PCs is Control
Shift L. So again, I just went to dark mode, but you can easily go back
to Lie mode and so on. So now we can get started. Let's go to the left side. And like I said,
this is the menu. You can easily hide
it if you like, if you just want to focus on what you're creating
and what you're writing. But you can bring it back in
by clicking the two arrows. And let's start with the
very top on the left side. If you click that arrow, you're going to see the
name of your workspace. So right now it's
Allie Hobart's notion. And later on, if you
invite more people, if you're part of
other workspaces, if people share things with you, it's going to show
up right here. But for now, let's go ahead
and click on settings. And okay, here we start
with preferences. Again, I told you how to
switch between dark mode and light mode
with the keyboard, but you can easily do that via settings by right
here in appearance, we're on dark, but you can go light and use the
system setting as well. So a lot of times you already
adjust that, let's say, on your Macbook where you like everything to
turn dark at night, everything to turn light during the day. So you can
do that, as well. But as I said, we're
going to be using dark for the purposes
of this course. And there's general
settings like language, what you prefer the
start of the week to be. Some people prefer
Sunday or Monday. I really like
starting on Monday, so I'll just go
ahead and toggle, as well as time zones. If you want it to be
just one standard one, which could be very important if you're working with a team, someone located in another
part of the world, or if you want your
current time zone, Again, there's things about the
desktop app specifically. So once you download the app, then you can create you can choose specific
settings for that. So if you want to open
links in Desktop, then you can toggle here. And finally, you have
the privacy settings. If you want to customize
your cookie settings for what the system remembers, then you can go here and
do it however you prefer. I'm just going to
leave it right now. And as well as your history. So let's say, for example, how many times you have edited
a page, who has edited, or if you put sent
things to trash, things like that, if you want to what you actually want
to show in your history. Next, going to the left side, we have the notifications. So here you can turn on and off everything that you prefer. For notion to notify you, we have here Slack
notifications if later on we'll show you how to integrate with other tools, including Slack. So you could turn on and off. Sorry, I skipped the first one, which was mobile
push notifications. I'm going to leave that as
on and you can go ahead and here and choose
here what you want notion to notify you through
email. Very standard. Just choose your
own preferences. Then we have connections, which we're going to
come back to later in the course when we're
discussing the integrations, and then we have the general
settings of your workspace. So as I mentioned, once
you create an account, you are creating a workspace, and you can name it
however you like, it could be, let's say, my initials, initials, AH Q, like headquarters or
whatever you prefer, then you can choose an icon. It could be an emoji, an icon, or you can upload any
file that you like. You can actually later on, you see you can upload custom
icons to have it here. And in this case, you
can also upload photos. So I'll just go ahead and upload my own photo, then click Save. And in this case, it's going
to be like a profile photo. Later on, when someone, for example, shares
something with you, if someone's tagging you in a database and
your name shows up, your icon or your photo is going to appear
right next to it. Then you have the
public settings. And this is specifically if you're going to be
working with other people. Let's say you have
your own brand, and your email is your
name at companname.com. If you want, you can add a domain to where
anyone that has that company name in their email can join your
workspace automatically. So they're not auto allowed
to join your workspace. So you can just add the
domain here if you'd like. I'm going to leave
it blank for now, and then you can export data. This is going to be more
important later on. If you have a lot of members
you can export or if you want to export all of your workspace
content and so on. Then we have analytics and the ability to delete
your entire workspace. And if any of these
things, for example, you don't really
understand about your workspace analytics, if you want more information, you can simply click here and there's information
for everything. It's going to go to a
web page where it's going to tell you more
about the analytics, and you can take advantage of it or not, whatever you prefer. And now I'm going
to click Update. Now it's actually
going to change. Let me go back here
settings and go to people. Okay, right now, I only have one person as a member
of this workspace. And here's the thing
to understand. Once you create a workspace, inside, you can
have team spaces. Think about a company that
has different departments. So if you want to
bring in more members, you can actually bring members
to different team spaces. You're going to bring someone that's only going
to have access, let's say, to your calendar. Let's say you want to
bring in your spouse, and you bring in so
create a team space that I'm going to show you soon how to do it, and
then bring them in. Or if you don't you want
to bring someone else, but you just want
them to have access to your project tracker. Let's say you have an assistant, someone like that, then
you can add members here. You can designate
roles for each one. If they can be owners
or just members, and you can create
groups as well. So all about people,
you have it here. Then, as I mentioned, we have
the team space settings. You can create new team spaces and assign people to everything. So it's pretty straightforward in terms of if you think
about these categories, like the main workspace, and then you divide
into sections, and you can give allow
access for different people. For each team space. Then we have your standard
security settings. So that's about like
publishing sites and form, like what you want it to be
for people to be able to do. Right now, you're the
owner of your workspace. But right now, for
example, Lou page access requests
from non members. So if someone is not a
member of your workspace, then if you have a link which
you will understand later. If someone has,
let's say, a link to your weekly schedule, can they request access to it? You can decide if you want
that or not through here. So all of the security
is about allowing access and making sure
that you're keeping your data private
if you so desire, or, for example, disabling
export, things like that. And it shows right here if a specific tool is
included in your package. So right now, the disable
export is only for people who signed up for
the enterprise account. So if that's not your account, you can simply ignore because
there's nothing you can do. And if it's something
that you want, then that shows you
that perhaps it is a good idea to upgrade
to a specific account. Alright, then we have identity. And again, there are
things that it's only available for specific accounts like businesses and enterprise. And this is more about
making sure everyone in your workspace has only
the necessary access to everything that
you're creating. You don't have, like, a random
assistant with access and being able to
change things about financial your financials
or something like that. Then we have sites. So actually, by creating
a workspace on notion, you have your own domain. You get a domain, kind of
like if you purchase a www.allhobart.com.
That reminds me. Maybe I should check that
domain I should purchase it. But anyway, so you get a domain. Right now it's random assigned
electronic dashboarder 916 dot notation dot SIDE, where that is how
someone could actually find your Noh account
it's through your domain, but I can easily update that. So it could be anything that
I'd like dotnondt SIDE. So I'm going to put here my name Leni Hobart dotnion dot sit. If it's available, then
you're going to be able to save and then done. You can now have you can
actually publicize your site, your notion account
via this domain. Then we have emojis.
Like I said, you can add customized emojes, and that is one of the
things that a lot of people first get drawn to notion for is the aesthetic of the tool
and the ability to assign almost like an emotion to all of your different pages and your schedules
and everything. And a big part of that is with
the emojis and the icons. And you can actually not only
create your own, let's say, you're a graphic
designer, you can create your own and then here upload, or you can purchase
those online as well. There are people
who sell them in, like, their own websites,
on Etsy, things like that. If you want something
even more customizable, this is where you
would upload them. Then we have connections. Like I said, again, this was a specific types of connections where you could
do for your workspace. But here are other
connections that you can do as a member versus the
workspace specifically. And you can import data. We're going to cover
all of this in future lectures, but for now, I just wanted to give you
an overview so you get a little bit of the taste of what's to come and what you know
you're going to learn, as well as getting
familiar with the tool. And now that we clicked
out of the settings, just quickly showing
you this menu, you can search notion, your workspace by just
clicking over here. There are hot keys for it. Like, as you can see, you can just do Command K
to quickly search, but we are going to have a
specific lecture about all of the hot keys and quick command so that you don't need to find
the exact place. But for now, you can come
here and let's say if I want, I already know that
there is a page called Getting Started, so I'm just going to
do getting started. And it shows you here that there is a page and you
can lickly go here. It also shows in
another page that is default by default is created when you create
your notion account. The meal planner, it
has the word start. So you can come here and
easily search for things. You can use the filter to, let's say, I only
want to find pages. I only want to find people
with whatever I'm typing. So you can filter here, and then you can go straight
to what you're searching. There's also Notion AI, which we will be talking about in detail
throughout the course. But just know right
now it is only available for plus
account or up. You could purchase separately
as Sumner already mentioned with your freeme account
as just an add on, but it's included in
the plus and so on. Now, it's still being
developed, and again, you could easily just use other AI tools like
Chachi PT outside of Notion. But there are specific uses that could work great for
you within Notion, and that could be
worth it for you. So we're going to
discuss that later on. Here, you can click
set up a homepage. So every time you click Home, you come back to kind
of like a dashboard, which were going to be editing and customizing soon in a
very soon lecture together. And that's kind of like your
home dashboard where you can have quick links and widgets
to your most use tools. Then you have Inbox, and that's where you're
going to be notified of all kinds of things that
happen in your workspace, specifically if you're
working with other people. So let's say you
create a page and someone adds a comment
and tags you in it, you would going to be
notified here on Inbox. Notion could also
let you know, Hey, there's an update or things like that through the Inbox, as well. Then you have here
the private account. So anything that is under
your private team space, only you can see it, and you can create all kinds
of pages that we're going to dive in very soon
over here on private, and then you're going
to see team spaces. Team spaces are shared with anyone that you
include as a member, as we saw throughout
the settings. So right now I have
within my team space, there's the Alley
Notions Account. By default, creates
this team space home that obviously
you can edit. You can create new pages
here. Fine templates. But again, I just want
to give you an overview, so I'm not going to dive
into this right now, it's just so you know that anything under here is
going to be private. And if you want
any of the pages, let's say one of these
pages is private, but if you wanted to share
in one of your team spaces, you can simply click and drag, and now it's going
to tell you move Travel planet to the notion HQ. So now, whoever's part of this team space is going to have access is going to
be able to see that. And you can simply bring it
back as well around here, it's going to confirm it that you want to move to private. So anyone who had access to it before will no
longer have access, so you can click here.
And simply done. And then last but not least, also, you can toggle on
and off to hide things. And then you also have
this last section that you can quickly
go to your calendar. And there's specifically nothin calendar that you
can sign up for, and it can sync with
your Google account. I'm going to cover this in a future lecture,
so don't worry. There's calendars.
There is settings. That's just a shortcut
for you to go to the settings the same way that
you went on the very top. And templates, if you don't want to create
a page from scratch, you have access to lots of different templates so
you can access them right here and it's divided by different
categories like work, live, school, and you can dive into it and already get started having your entire workspace done for you as easy as that. Then you have trash, anything
that you've deleted, it will depending
on your account, it tells you how long
it's going to stay in your trash for so you could potentially recover
by going to trash and then seeing whatever you
have and then recovering. And lastly, you have help. So if you want to
contact notion, support, anything that you
need, as well as their own tutorials and things like that,
you find it here. Lastly, at the very bottom, you have invite members. Again, it's a shortcut of
what we already saw in the settings where you can invite people into
your workspace, assign them to different
team spaces, and so on. So this is an overview. I know that it's a lot, but it's going to get much, much simpler as you go
through the lecture. So be sure to go through them in order so that you get familiar
with one thing with pages, and then you sub pages and all of the commands
and things like that. And I hope that you found this video helpful if
you have any questions. Leave those below, and let's
get to the next video.
5. How to Access Your 31+ Student-Exclusive Resources: This video, I'm going to show you how you'll
be able to access your 31 student exclusive notion templates that you get for
free along with this course. So in the resources below, you're going to find a link, and once you click, you're going to be brought
to this page right here. So all you have to do is
fill in your first name. As well as the email associated with your
course purchase account. So whatever platform you use to access this course and the email associated
with that platform, that's the one that
you're going to use. So we can verify that
you are a student. So I'm going to go
ahead and type in mine. Once you're ready,
click on Access now. Alright, so it was
successfully sent. Now, allow a few minutes for the email to get to your inbox, but it shouldn't take
more than 5 minutes. And then check your inbox. And if it's not there, make sure to also check your spam folder, those promotion folders, anything that because sometimes depending on the email account, they might categorize
it differently. So once you're ready go
to your email account, you're going to see
our email over there. And then once you click, now you can see here is the
link to your notion template, as well as instructions. So I'll go over everything
so there's no confusion. Number one, make sure to create your free Notion Pro account
by clicking this link. And if you have already created, you simply need to login. Step number two, click on
the special link above this one to open the
template page in Notion. And I'll do the
rest of the steps alongside you by clicking
on the link here. But I just want to say, once
you receive this email, make sure to reply to it, simply say got it. So we know that you have
received it and you got access to your free templates as
a student of this course. So let's click on
that link right here. And here you're going to see the dashboard that has
all of the template. So it's one main dashboard that houses all of the
different templates. We have the instructions here again for you for
your convenience, as well as all of the templates
in different categories, all of the planner
types of templates, things that are more
personal business, as well as templates that
have to do with using Notion. So once you're ready, you're going to see right
here this little button that you can duplicate.
So go ahead and click. And it's going to ask you if you're okay leaving this page because we're going to go now to your Notion account.
So yes, click. Leave and once it gets
to your notion account, you can choose here a workspace and what team space you
want to add this to. So I'm going to go
ahead and select this one and make sure to give it a few minutes to
load because there's so many templates that it
requires a little bit longer. Once it's ready,
the entire title of that dashboard is
going to show up here. You go, you can see here
that your template is ready. You can click C
template or simply go into the page that has
copied to your menu. And here you go. You have
access. Let me he this. You have access to all of
these templates for free. You can go through them, for example, M Dashboard, and all the templates are linked within this
template as well. Go back here in the Breadcrumbs. You can see the today's to do. You can have access to all of the different vision
board, digital journal, templates that we are going to be using going over
throughout the course, as well as other templates that you might not even
see throughout the course, but we have added
here to you for free. So I hope that you love them. I hope that you
find them helpful. If you have any questions, leave those in the Q&A below. Don't forget the link to
the resources are going to be in the resources
sections below. So for that being said,
let's get to the next video.
6. Notion Pages - Create Your First Page: This video, you're
going to learn how to create your first
notion page and customize and basically
fill that page to make it do what you
want. And it's amazing. There's a lot of customization
here, very simple, but it's very fun and ultimately enhance
your productivity. So super excited for this,
we're finally diving in. So first things first, log
into your Notion workspace. In the top left hand corner, there's a couple ways
to create a new page. So the first way is click on this icon here is create
a new page. So we click. Boom, there we go. Another way, which I'll show you is go
back on the left hand side, we can actually duplicate
an existing page. So if there's an
existing page that has certain elements that you want to kind of copy over, you know, let's say you're sending
out a brief for a client, and it's very similar you're
prospecting a new client, you're sending them,
you know, a new form. You don't have to
create it from scratch. You can just duplicate
it and then change some info and send it
to them, of course. So to do that, click on one
of these pages here, right, whatever you want to
duplicate in the top, right, click on that
little kind of three dots. Scroll down until
you see duplicate, and this will automatically
duplicate it because this is a shared page which
we'll talk about later, but we'll duplicate
this for us, right? And I'm going to show
you why I'm doing that. So duplicate to
private. There we go. So this is now a
duplicate of that page, and this is what we're going
to work with for this video because it's literally
going to show you all of the different kinds of customizations that you
can do with your page, really simple but
really powerful, and it can get pretty
advanced, which is awesome. So First things first and why Notion really sets
apart from Google Docs. I went from being a huge
Google Docs users to page is the level
of customization. So first here at the top, we
can include a cover image, which I like to do just to kind of make it more aesthetic, make very clear distinctions, but it's up to you if you even want one. So we can change. We can either just
remove, right? This is what it
looks like removed. We're going to go back
up here to the top, add a cover here.
There's the default? I'm going to change that.
Let's do something else. So here's some kind of default
you can choose colors, okay, up here in Gallery. You can upload your own. You can link it,
which, you know, meets certain
requirements I usually just upload or use Unsplash. And this is really
what I use, right? So there's the default here, which automatically refresh by, click back here, it
automatically chooses different. I'm going to do Brazil. See what we got for Brazil. There a nice, beautiful
thing of Rio. Maybe let's say we're
making a travel itinerary for Rio boom. So we put an image of
Rio or whatever, right? Also for organization purposes, I personally use and generally
recommend using emojis. So you have the option here. Again, you can remove this, or you can add an icon or Emoji. So emoji is here, icons here
to help with organization. I actually like using emojis, but you can also
use icons, right, that are all different colors, whatever colors
you kind of want. So it can be color graded. You can also use, there we
go, like a little alien here. Then we have let's take
a blue alien page. We can make another page that
has a green alien, right, if we want to organize all of our information about UFOs that we've collected
over the past 20 years. So that's a joke. Okay, so emojis. Choose whatever you want. I'm
going to do the fire emoji. And how this works is this
will actually appear on the far left side of your
kind of notion workspace. So as you can kind of see here from the ones
I'm selecting, stylization, intro to notion, hot keys, right, all of that. I'll show up here,
and it really helps with quickly
identifying immensely. So I recommend using
either icons or emojis for each of your
pages. Very simple to do. Each page will have a title
also known as a header. So we can change to
whatever we want. Just, I'll get rid of that. Just click Type, That's simple. Scrolling down here, we
have our first note. This is actually a call out. I'll show you
how to create one. So I'm going to go
here, hit Enter twice. And using this kind of
side bar, side slash, there's different
words to describe this symbol right here that I'm typing in. Kind
of see it right here. When we do this, this is actually the best
way to use Notion, it makes it super,
super fast, and we're going to dive into hot
keys, and this is one. This is probably the ho key
you might use the most often. So backslash, then we're going to type
in whatever we want. In this case, sorry, call out. So I just see A and it already shows up.
I can spell it fully. But you see backslash, put the word call out
and we have call out. I'm going to click on
that and look at that. We have two call outs.
I can change, right? The icon or Emoji here. I can write special info inside. And the purpose of
this is just to kind of help segment stylize
your information. As you can kind of see here. Why did I have it in
there? Just kind of set it apart from the other
text that was going on. So again, for
specific call outs, and even certain quotes,
depends on your purpose. It can be used for anything. And actually, I'll show
you some other uses of call outs throughout the course that are non conventional. But again, it's just
however you want to use it. And it's cool is
Notion creates this. Like, Hey, this is for a and the notion users use it all these different
ways they're like, Oh, like egos, right? They create it in a certain
way, and then someone takes all these
different lego sets, creates this, like, amazing
city and they're like, Okay, that was like Star
Wars, Lego set, and then you made, the
Roman city out of it. We didn't expect that, but wow, that's really cool, right? Something like that. So, that's how you
create a call out. Of course, there's
basic textylizing, so we can bold or unbold
text, we can make it italics. We can underline, we
can strike through. We can actually turn
this into code. You see that right here,
inline code formatting. So we can use this
code formatting unselected, selected,
unselected, selected. We can change the
color. So purple, red. Now, how do we do all this? All you need to do is, first
of all, you need some text, so you need to write some text. Once that's done,
select that text. So I just drag my mouse
over to highlight it, and automatically this
bar appears above. And then from here, we can, again, bold,
italics, da da da. We can go over here to the
text. Background color. Let's make it yellow. So we
can change the background. We can change the text
color itself to purple. So it's purple with
the yellow background. Maybe we don't
want a background. Let's see. We don't
want to italics. We just want to underline
and there we go, right? So we can customize
this however we want. Also, we see that there's different options
for headings, right? Heading one is the biggest, then heading two is medium size. Heading three is the smallest.
So how do we do that? We can select this text again. And then go over here to text, and we do heading one, right? So now it's heading
one, selected again. And we'll get into more
detail with hot keys, but heading two, right,
just regular text. So we can kind of manipulate
it however we want. We can also delete
simply Command Z, Command Z again
to bring it back. Select and then hit the delete
button, deletes it all. Boom. Really simple. Alright, here's
what's really cool. Okay so we talked about kind of just basic text formatting. We saw with this call out
here, and by the way, if I want to remove this
call out, I'm going to click. And I'm going
to click Delete. So I just need to
click on this little four kind of dots over here. Click and click Delete,
and that's gone, right? And Command Z to bring it back, but I want okay actually, but I do want to delete it actually. So we'll keep it deleted
great. Scroll down. Now we're going to
get into more detail about blocks like we've said, pages are sort of what
notion works around. You have like blank
canvases called pages, and you can fill
them and connect them with all different
kinds of blocks, including text and more. So we already saw one example of block up here,
which is the call out. Another example of a
block our checklist. So task one, Task
two, like, you know, meat, milk, potatoes,
right, et cetera. Then we can click and boom. So it's great for
all different kinds of tasks to do list,
things like that. And how you can create your own. You're like,
Oh, that's great. I totally know how I'm
going to use this. So watch I was going to
hi Enter a few times just to have a blank area
that I can show you. Hit the backslash,
the side slash, however you want
to call that, and then we can start typing. So anyway, you can just
scroll through and look at all of the different blocks you can have with
your Notion page. Unbelievable. It's a little bit overwhelming if you're trying
to do this on your own. But the best way to use this is to start typing. So what do you want to do? If you just command note, like, what do you want your
notion page to do? Let's say, like checklist.
So I type in Checklist. Notan calls it a to do list, but it still picks
up the fact that I'm calling it a checklist, and
we're going to click on that. So to do T one, you know, T two, let's say, like I want a title here, right? I want it bolded, I want
it underlined, right? I want to change this
to heading one, right? And we can kind of customize this. I want to add an emoji. So here, let's do
an emoji, right? Let's do a pin, right? And just to show you again,
backslash, I typed an emoji. Click on it, hit an emoji. See how quick you can kind of
make this and I have to be careful not to go
too fast because I want to make sure we're
capturing everything. So that's how we
create checklist. Same thing with
toggles. Toggles which you kind of saw in
a previous video, are these drop downs. And you can have toggles with in toggles, with toggles
within toggles. It can be literally infinite
of just kind of clicking, clicking, click, clicking in. So it's really powerful.
Like, for example, here, let's make another
toggle, right? So I have toggles
within toggles, right? And I can create another
one just for the fun of it. So, right? So we have
their base here, we open that we can open this, we can open this and
keep opening opening and opening more
and more toggles, just to show you how kind
of customized it is. But it's when you want to
kind of collapse information. That's really great to keep your page concise for example, FAQ, FAQ, here's the question. If you have that question, click the toggle and it'll show
you the answers, okay? And that's kind of
the use of toggles, but really amazing links. So clicking on the At. So we can set a
reminder using this at. We can specific people that we have in our notion Workspace or invited to our
notion Workspace, can you know, we can
ask them a question. They get a notification
on their workspace, and then they come in
and reply to that, or, you know, Hey, did
you see this reply? So, kind of using
that slack element is the best way that I
can kind of describe it. You can link to other pages. So we have some other
pages here specifically. So it's like you know, if you're looking for
this document, it's here, and then you have a
link to that page. You can click on that page. And within that page,
there could be links to other pages so you can
interlink your pages. So again, you can again, we'll cover some of this in
more detail. Don't worry. But yeah, setting reminders
with the at symbol, tagging people to get them
to engage and communicate. Link you to other
pages and so on. And I just showed you some
examples here, right? Like, I have a link to
Notion's website here. It could be another page within Notion and so on. Okay?
So it's all here. And again, well, not this one because I'm
manipulating this one. That's why I duplicated it. But this page
stylization template, which is custom made, you
won't find this anywhere else, it's part of your
student resources. So again, click on the
resources section. From there, you'll go to a page. You'll need to enter your name and email either with
your student email, and then we'll send
you the link with instructions on how to
kind of add all of this because it's really
helpful to kind of see everything
visually and know what's available to
you because it can be overwhelming if you
don't so again, call outs we already kind
of cover that here, right? So here's another example of a call out that doesn't
have a background on it. So just, you know,
calling something out. I can get rid of this just to kind of show you
what it looks like. Quotes, there's
actually specific call out for quotes. So quote. Boom, Sumner is great. Not Sumner. So there we go. We can make this
right to make it more quoti Italics, right? I like to use this. We can make it bold
just to kind of match what we have here from
the wonderful CS Lewis. So quotes. As you can see, we can also create equations, which is great for
students, for teachers, and anyone dealing
in the math fields. So again, backslash,
type in Equation. We'll have block equation here, and let's just do
roll with that. Again, I have
limited availability while I'm using a
tutorial on my laptop, but we'll do X equal sum of X plus Y, totally
making that up. Then hit Done. There we go. So if anytime we
want to edit this, we can click to Edit, right? We can also Delete, boom. So whatever we want to do
with equations, dividers. So these are great. Just
kind of divide information as you've seen throughout
this entire dock, nice, kind of stylized,
keep information segmented. So two enters, just to
kind of create some space, backslash, and boom, divider. There it is, right? You
can also duplicate. And then move. So we
can actually drag, and we can move this up
wherever we want, right? Move it up here,
move it up here, kind of wherever we
want that to be, we can kind of
move that divider, create or delete as
many as we want. So really amazing. And also getting into
media and embeds, so we can embed gifts, right? Maybe we're replying to something or we just
want to kind of add so different kind of
gifts again to show you. It'll be the same
for all of these. So I won't so GIF, right? We can upload image. So again, upload. We
can embed a link, Unsplash or actually use Giffi. So there's a few options here. It doesn't just have to
be a gift or an image, and we can kind of
include that here. I don't even know what I
selected. Happy present today. That's an interesting one.
Okay. Great. So embed videos. So YouTube videos, video, different kinds of videos we
can simply just embed here. So like video, embedded
video from YouTube, meo, et cetera, right? Pretty straightforward.
We can embed Google Maps. That's really great
again for travel planning or for
different purposes. Actually, when
creating your website, which I'll show you how
to create with Notion, it's kind of cool to have your location there on
the bottom of the screen. So different purposes here. We can also make it
smaller if we want, right? Wider, taller, both. And if we want to change that,
we just click up here in the far top right,
click on replace. And then down here
at the bottom, we just copy and
paste a link from Google Maps over and it'll just update that. We
create new one, all that. We can embed Audio, again, using the exact same format,
just click somewhere, backslash Audio boom Embed Link, and it shows you the different types that works with
and all of that. Code. Same idea here. If you're really working
with coding, again, really sets this apart
from Google Docs, along with everything
else, the E, simplicity and versatility. Again, just hit Code. Right? So we can
write code in here. We can choose JavaScript.
You know, whatever it is. Go, HTML, you know, Java, JavaScript JSON,
all that, right? So many different to choose
from, which is great. Again, if you're
working in code, which I don't work with that much, so I don't
use it that much. Now, for web boookmarks, this is similar to what
we've already shown of using the at symbol to link to other web pages or
other notion pages. But it just makes it
a bit more aesthetic. It kind of calls out
those links a bit more, you know, for example, right? Backslash, we're going
to do book for bookmark. Let's see if it works for web. Same thing, Webookmark bookmark, different ways of finding
the same kind of block here. Click on that. We'll
enter a website. So let's do youtube.com,
create bookmark. So it's not just a link,
right? Text with a link. So, for example, you know, we could just have playing text that
links somewhere here. Right? So we can kind
of highlight this, add a link
www.youtube.com, right? Boom. So when someone
clicks on this, it's called hyperlinked Text, in case you're not
familiar, text where you click on it,
it goes to a link. Again, it could
be a notion page, it could be an external website, anywhere you want it to be. That's, you know, basically
digital. So click goes there. Then here's really
great when you really want that link to stand
out for whatever reason, Leo, YouTube, here's the
top five, you know, tools. Pointing down and then boom,
boom, boom. There's five. Easy to click for having
them as little tech. So I just kind of
depends on what you're trying to accomplish. Or even for you for
your own reference, it makes it much
easier, more visual, which I really, really
love. It's automated. So you don't have to
create, you know, the name, the metadata, the link, you know, all of that.
So it's really great. And also skipping down
here for a second, there are also notion buttons. I think they're a bit
overrated, in my opinion. I mean, it depends on
what you're trying to use Notion for. I don't
use them that much. The reason I say
that is because they are not included
in the free plan. I don't really see a lot of
value in them personally, which basically,
so we backslash, we're going to do button button. Click on that. So,
create a new button. So let's say, like, click me or can do all caps. Click Me. When the button is
clicked, new action, right? So we can, you know, click and it creates
new blocks, adds pages, sends an email to somebody, so I'll show you later how
to integrate's things like, let's say, Google
Drive, Slack, whatever. So it could send a
Slack notification, so you click, and then someone in Slack
gets a notification. It can take them to a website. So it's kind of cool. I just don't personally
haven't used it much, but it totally depends on you. You might actually love buttons and use
them all the time. That's the thing.
It really doesn't matter how I use it or
the value that I get. What matters is you. So again, a lot of kind of cool
things that can happen. Basically, once the
button is clicked, XYZ actions happen, which is currently
only available with the P plan and not
with the free plan. Unless you use my link, we get free access
to the P plan, you know, then you got that. And you can play around
with this and see if it's valuable to you in
that 30 day period. Now, for this button that
we've already created here, I can show you how it
works is a click on Edit button right next
kind of on the right. Scroll down. So here's the text. Here's also the icon
that we can change. Again, we can do a
little. There we go. We'll do a little green alien. Anyway, we can change it Mogi whatever you
want that to be. Let's do, like, present. Boom. So click me when the
button is clicked, I want to open a website
and it just opensnon.com. That's all it does. So
pretty straightforward. Click done. There we go.
So now we have our button. When this buttons
clicked, we can you know, I don't have in this account Gmail setup, so I
can really do that. But anyway, just to show you as an example. Right? So here. Oh, and by the way, so we
didn't set any action here. When I click out of this, when
I click back and hit Done, we have this little
error message warning kind of little icon
because it's not finished. So it's some text. It looks like a button,
but it doesn't actually function because we didn't
tell it to do anything. So here anyway, I'm just
going to delete that, right? We have a little click me here,
opens Ocean in a new tab, and we actually hover
over. We can see that. So kind of cool, depending
on what you want to use. We'll use this when
we show you how to create a website in Nan.
We actually do use these. Then again, toggle headings.
This is kind of cool. So right, you kind of see these
two toggle headings here. What's really cool as well is once you create a full page, if you want that page
to be navigable, right, people to navigate. So on the far right side,
we have this automatic, basically tabled contents,
which is really cool, which I think we referenced here at the very top if
I didn't delete. Oh, yeah. Use the table of contents pop up bar on the far
right side of your screen. Boom. You actually use that. So it's actually good to read
the templates that we have. I created this, and it was a good reminder here
on the right side. And also, what you could
do is include it in text. So what do you
mean? Okay, so this is just to show you
toggle headings. So we have a heading
with a drop down. We have another heading
with a drop down. You saw this on one
of the previous templates that we've covered. Now, what we can also do I'm just gonna get
rid of button here. So, as usual, backslash, we're going to hit table
table of contents. So not table view, but
table of contents. We're going to click on that and look, this is all automated. So notion, look through your
document and then found, Okay, here's generally
how it's organized. And now it's kind of a
mess because I you know, just randomly clicked and
deleted different things. But you can see it's so I
can click on Heading three. It takes me to the
Heading three section right here at the
very top of the page, scroll the wig back down. Media and embeds, media
Embed section, right? And we have that main
section of media and embeds. Where is that? Where
did it go? There it is. Yeah, so every kind
of main section is kind of laid out here.
So really great. But I like to use this automatic sort of table of contents on
the right hand side. I don't really see
the purpose of this. If you want to make this
actually, what would be really cool is make
this a drop down. So again, as you see here,
I made this a drop down. To show you how that works is, let's make this drop down. Alright. Then what
we're going to do is. So from a heading, we want to
make this a toggle heading. So toggle heading could
be toggle heading one, which is really big. We could select this and make
this a toggle heading two, right? Whatever we
kind of want to do. And I accidently click
the table of contents, let me scroll back
down. So okay. Boom. So because it's
so long and lengthy, Okay, that's just so ugly and not everyone wants
to use it, boom. We can kind of hide that
and make that visible. So we have table of contents.
We have that to delete. We just simply boom, delete. It just deletes the heading. To delete this,
then we have to go over here, right, and delete. And then we get rid of both, right, which we still have here. So really cool.
Table of contents, you're probably blowing
your mind like, Oh, my gosh, I had no idea
there was all this. What I'd recommend doing is just thinking kind of
thoughtfully, like, how would this how do I see this currently
being the best use to me? Which ones are, I'm definitely going to
use other ones like, Nah, probably not. And
kind of make that list. And also, that's why
we have given you and made for you this template for you to always
reference back. It's literally like
an encyclopedia. It doesn't even include
everything that Notion can do, but it's definitely
not just the most use. It's also the most
use and maybe some of the more middle and
lesser known features all putting together
that are the best, the most powerful, and
the most used all in one. Some of the other ones
that aren't my opinion, that or rarely used, like breadcrumbs or other
things aren't included here. But, you know, again,
this is all you need. You don't need anything
else. And of course, as you use Notion, you know, you're going to learn
more and more kind of on your own and
kind of customize it. So for multiple column layouts, what we can do is use. Well, that's just adding
more cells in here. What we can actually
do, I'll just kind of show you right above is, again, just I just click here, hit Enter to Enter, brings
it down to the page. So again, backslash, we're
going to do table, okay. When we do table, we can
add more sides down here, we can add down here, right? And like info here, Info two, Info three, and then like one, three, you know, 27, $5, $6. And this will be you
know, whatever that is. So whatever information
we want to have or maybe just like
pros versus cons, however, with tables,
really powerful. I'll show you how
to create databases which are more advanced
tables later on. But this is great more for just kind of, like, basic stuff. I'll show you
actually how to use databases for
automatic formulas, you know, sum averages, analytics, data, all of
that really powerful. Is just kind of the basics.
So that's a database, not a table, not to be confused because we can do database. So we can actually
create a database right? Here, which I'll show later. Away, I'm getting
ahead of myself. Okay, let's focus on the prize. So getting back on track, we can actually
make these sort of mind maps or different
kind of flow charts, diagrams using Mermaid code. So to show you, I'm just
going to click here. I'm going to hit Enter a
few times and create that. Space, backslash, and
let's do Mermaid. So code Mermaid,
okay? So diagram. Now, I do not know how
to use mermaid code. Most people likely
don't that's fine. You don't need to learn this,
and we don't teach this because what you can do in
this diagram here I created. Well, actually, I
didn't create it. I had Chachi BT create it for me. What I said is I
went to Chachi BT. And I said, by the way, if you don't know
CachiPT it's AI tool. We'll cover that a
little bit more when we actually show you
how to integrate HachiBT with Notion, which
can be really powerful. But on its own, you'll
have to integrate. You can just literally go to
ChachiBT or Cloud or one of these many AI tools
and ask, Hey, create XYZ diagram in, you know, notion using mermaid code that I can
copy and paste into Nian. Boom. So I said, you know, ChachiBT create me a diagram that I can copy and paste into Non using Mermaid code
that demonstrates how to use Mermaid code to
create mindmaps or diagrams. And this is what it came up
with. I don't even know. Obviously, start.
There's a decision. Yes, it goes here,
no, it goes here. Yes, either way, they end
in the same decision. Yes, I will do this.
No, I won't do this. It ends in the same
result, right? Or it just ends. The task ends. So obviously, it doesn't
really make sense logically, but this is just an example to show you it can go
so much more infinite. This can be really powerful. Again, I was using MyMpTol on my map for like
$3 a month, right? It was cheap, but
still costs money, where I can literally do
that for free here using, again, ChachiPT with this. So definitely not a very highly used block
within notion pages, but I can definitely see the opportunity here
using HachiPT with this, right, in certain cases. Now you might be like, I don't see that at all. I was
like, That's fine. We can move on to the
end. And finally, we get to Notion AI. So here, just in this kind
of blank space here, right? Before we kind of write,
we just click here, I can click anywhere,
right? It's the same thing. But you can see that notion
pre writes this text, it says write, press space for AI or
backslash for command. So again, backslash, it gives us all the
different basic blocks, advanced blocks, databases, all these different
things that we've covered and also will cover. So delete that or we
can click on space. And what that does is that opens up AI commands
just like it said. Now, what can AI with Notion do? Again, this is an add on
service currently with Notion. This could change and hopefully changes,
could change overnight. Let's hope they just
automatically include this to where there's the free
and paid plans of Notion. But with Notion AI, this
is added on top of those. So like free plan plus you ultimately pay because
then you're using AI, but it kind of show you what
this does to see if it's valuable to you or not because it really depends
on your situation. So first, continue writing. What this is is and we
actually go ahead and click. Let's see what it comes up with. It shouldn't come up with
anything, but basically, it's when you start
writing and you want your writing to be
finished or be completed. This could be really tempting as a student writing essays or at least my time back in college, way back then to kind of continue your writing based on what you've
already written. So the more that you write,
the more it's able to continue to write, the
less that you write. So let's see what happens
when we click on. So NshasRading the page. So this conference
serves as your one stop reference for Master Notion's extensive formatting
and organization, feel free to clone this
template and customize it for specific
needs, et cetera. So it just took all of
the written information, which here is a bit strange,
right? It's very out there. It's just like formatting and then continues writing
based on what it thinks. So, you know, we
can try it again. I'm going to click on
that, and let's see what it comes with it again.
We can discard it. Same thing. It's just basically
summarizing this page. So I'm going to discard
hit Space again. Let's see what else we
have. We can add a summary, which I've already done here. This is an overview of notion page stylization
techniques. I can just show you here
again. So you can summarize. So if you're using
Notion, take notes, like you're in a meeting,
you're taking notes. You're a student, you're
taking professor notes. This is amazing because
it'll give you and actually, it did a different
thing, and even better, but comprehensive
text, stylizing, multiple headings, interactive elements,
et cetera, right? So it reads the text and
then just summarizes it. Something also that
ChaPT can do as well, but it's really great
if you're already using Notion to kind of use
that built in, right? Especially if you're using
it for note taking, right? That's kind of the point. Or
if you're using notion in advanced ways and extracting audio from different
YouTube videos, and then you're
summarizing that audio and then turning those into a
blog post or whatever, right? It's really powerful to extract all of the text that is
written on a particular page. So that's great. I'm
going to discard. Again, this is
just for examples. Let's see what else
we have because I think real world
examples are the best. Create action items which we
see here. So, same thing. Taking notes, what did the professor say?
Did your boss say? Did the person say that
we need to act on, right? So we can create
automatic action items out of this, which
is really great. So we need to insert
table of contents. We need to duplicate TOC
Block. We need Tax one. We need me. Nice. Again, this is kind of a weird page to work on because it's kind of nonsense if you think about reading this. So it's kind of cool when
AI is kind of able to pick up and how they're able to pick up. But it's really
solid overall. I mean, it's a really solid
tool for these purposes. And I'll just kind of show you, again, we can make a
table out of this. We can make a flow chart. This will be actually
really interesting. What is your flow chart about? And they can go
into more detail. I need to create quite a bit of detail to kind of
create this flow chart. But, you know, we can create flow charts out of
this. Let's see space. Brainstorm ideas. I can
get help with coding. So let's see if they can create mermaid code I can use
with notion to create a super advanced diagram to convince students notion
AI is actually good. Enter. So let's see what
it comes up with, right? Real time, not created before. Ah, error. Uh oh. There we go. Oh, wow. So we can copy that.
Let's actually try this. So we go to Mermaid code. Let's do this. Okay, and this is what it's
come up with. Interesting. Not really legible, though,
kind of all smooshed. So I would ask back with Notion and have it come
up with something better. I'd also be interesting
to see what Chachi BT comes up with, because if you can use
the free version of HachiBT and it comes up with something the same or
better than paid Notion AI, then, you know, maybe
we stick with Chachi PT or one of these
other tools as well. Not putting notion AI down, just ultimately for you to test because also, this is
a little side note. I have a whole course
about Chachi BT. That's why I've referenced it. But with kind of a
lot of these tools, they'll actually pull from
the same databases as these other Cloud or
achiBT or others. So it's not their
own custom database. They're actually
pulling from hachBT. So just kind of
keep that in mind. I don't know with
Notion specifically, and it doesn't really
matter because things can change over time. But sometimes these tools just integrate
with another tool, and you're basically paying
them to use Kachi BT, where you can just use
Kachi BT yourself, if that makes sense. But the nice thing
is, it's integrated. And again, if you're a business
or a team, you're like, Hey, I really don't care to
use two different tools. The whole point of using Notion is to
integrate everything. We'll show you how to integrate haiBT later on in the course. But if that integration
isn't the best for you, and Notion, works better. And let's say, Notion
actually provides better results than haiPT
then by all means, right? It's totally dependent on you. And there is not
like, Oh, do this. Things are constantly
changing all the time. The best way is kind of,
like, give you the 80%. Give it to you. It's
in the best kind of way to move
forward with Notion. You know exactly how to
use it, the value of it, how to maneuver it better
than 99% of users. And then from there, start
building on top of your own, testing, experimenting
with different things. So anyway, it's kind
of interesting. Yeah, and there's
some other ones as well if we hit the Space Bar, but I think we've been
pretty extensive here. Those are what I
really use and I like is the action
items, the summaries. Brainstorming ideas as well, although I usually use
Chachi PT for that. You can ask questions
about the page. So like, what is the point
of this? Same idea here. But it's all different
forms of just looking at the information on a page and then summarizing it
in different ways. And action items and summaries
and things like that. So anyway, you can kind
of take a look at that. I think we've covered
enough detail. I'm sure this has been a bit of a mental marathon for you. Hope you found this valuable. Take a break, let
it all sink in. I hope you're still
excited because there's a lot more
to cover here. So that being said, let's
get to the next video.
7. Restoring Deleted Pages: So you've deleted a notion page and you want to make sure
you can get that back. Well, the good news is you
can, and it's very easy. So I'm going to show
you how to do that in this simple video. So, step one is actually
deleting your page, right? So for whatever reason, to
clear up space, you know, you're just brainstorming,
whatever that might be to delete any given page, click on the page once it's
open, like we see here, navigate to the top
right, click on the dropdown here with
the three little buttons. And click on Move
to Trash, right? Simple as that, now
moves it to the trash. To get this back,
what we want to do, and this is for this
document or any others that we've deleted in the
past seven to 30 days. If you have a free plan,
notion keeps for seven days. If you have a paid plan,
it keeps up to 30 days. But after that seven
or 30 day window, then it's permanently gone. So you do want to do this as
soon as possible, of course, and keep that in mind as well for retrieving past documents. So, click on TASH from here, we want to get rid
of last edited By and go ahead and X, right? Basically, any of these
that are open or sorry, highlighted blue means they
are already existing filters. So we want to remove those
filters to go see everything. Now, the good news is, if
you want to, you know, you have a ton of
stuff that you've been deleting and you
need to navigate, you can filter by people like you see here, which, of course, I have to cover because
it's sensitive information, but last edited By, you know, in any given, you know,
area, team space. So you can filter by
these different criteria, but I usually don't just go and get rid of all the filters,
look through here. So what do we just delete?
It was this one, right? And it could be any of these, but this is the one
that we want to restore because this is what
we just deleted. So in order to restore,
what do we do? We just click Restore here,
and it'll be restored. Now, if I wanted to delete forever permanently and just
really remove it from trash, you can go ahead and click on Delete From Trash right here, and that'll permanently
get rid of it. So only do it if you're 100% sure you want
to get rid of it. Otherwise, Nan will
automatically do this on its own, so
you don't have to. We're going to click on Restore I'm going to show
you what that looks like. Boom. So yeah, this page was
moved to trash 1 minute ago. I'll automatically. So yeah, we want to make
sure it's restored. I don't know why we're
getting that notice. That's actually never
really happened before. So it could just be a
little glitch because I deleted I deleted put back, deleted, put back to make sure everything's running
for this tutorial. And yeah, it's back, right? And actually, I do
want to delete this, so I am going to
delete this, but the good news is you
can recover everything. It's very simple to do.
This is how you do it. So I hope you found
this valuable. With that being said, let's
go and get to the next video.
8. Breadcrumbs & Additional Page Settings: Now that you've learned
how to create your pages, there are a few
additional settings that would be very helpful
to know and utilize. So when we first
created our account, I went through all
of the sidebar, the left side menu. But now let me show you a few other settings that are around your
notion workspace. Starting here for the very top, you can see that I'm currently
in the Mo Planner page. To the left of Meo Planner, you can see the Notion Mastery
course student template. So it's showing me the team spaces to where
that page is under. And as you know by now, once you create a page, you can create sub pages. You can create databases that contains other
pages and so on. So you can get this
extensive pathway to a page. And you can simply go to the very top if you want to move backwards in that pathway. If you want to know, okay, right now, for example, if I go into my recipes, let me go within the
crispy rice with salmon. And I'm going to open this
here as a page full screen. So right here, I'm
going to start seeing my pathway or what we
call bread crumbs. Right now I'm in the crispy
rice, and ultimately, it's going to show
my team space, which is the notion mastery
course, student template. But right here, I can
go backwards to see, Oh, where is this page located? Let me see. And then
follow that pathway. Now, sometimes,
like I mentioned, the pathway is very long and Notion is not going to display
all of them right away, and they're going to have
these three little dots. So you can just click on it
to see whatever it's missing. It could be one or
multiple if you keep going inside sub pages. But this is super
helpful to know. As I mentioned, if you just
want to go back a step, especially if you
didn't come if you didn't come to this
page via clicking one, clicking the other in the other. If you just maybe this page was mentioned somewhere
else, and then you click, you can find here where
it is instead of just clicking the back button
or the forward button. So that's for the top of
your notion of workspace. Now let's move to the right. So on the right,
it's first going to tell you when
was last edited, when that was created. It's going to give
you a little preview of who has access to this page, as well as the button share. Now, we're going to come back to this button share later on. But just to quickly mention it, this is how you're going
to be able share the page with other members within your workspace within
your team space. You can share your
page with guests, people that are not
part of your workspace, but you want to give them
access to your page, and you can even make it public. But again, we're going to come back to it with more details. Then we have the comments
and suggestions. So if anyone has created any
comments within this page, you can go directly to this section and
read comment back, reply, resolve
comments, and so on. Then you have the little star, and that means you can add
this page to favorites. And if I click here and
let me have this shown, Notion automatically
creates a new section on your left side menu to all
of your favorite pages. So that comes really in handy if there's something that
you're using all the time. Let's say you're
today to do list or and it comes even
more handy if it's something that
it's a page within a page within a page
that you don't need to go through the entire
pathway for you to find it. If it's something
that you use often, you can start right here and then it's going to
show up in favors. And if you click again,
it will remove it. And lastly, we have this other menu right
here on the right, which gives you additional
settings for your page, as well as additional ways to stylize and change the
aesthetic of your page. So let me just go ahead
and hide this real quick. Go back here. And okay, to start off, we have been using
a default font for all of our templates, but you have two
additional options. So the default is
the Sin Serif font. But if you want to change the font throughout
your entire page, you can go for Serif. As you can see here, everything within your page is changed. All of the font is now Serif. Or you also have Mono, which is a little bit more like digital coding
sort of style. So in addition to learning how to bold it and change
colors, things like that, that will work with all fonts, you can go additionally to
make something even more your style with these
three options for fonts. But it is important to note
that if you have sub pages, for example, right here, I
changed it to the mono style. If I go right here
into the pest salad, which is a page and
I open over here, you can see that it keeps the original font that
was used to be created. So right here we have the
Senter so you would need to individually change all
of your pages if you want them all to follow the same
style, for example, mono. So in this case, I'm just going
to go back to default and back here also to
our meal planner. And back to default. Next, another thing
that you can do is make your text in the
entire page smaller. So it's not a drastic change, but it really helps you
visualize more data at once. Things like this
where you have, like, a database or multiple
like project trackers, multiple statuses,
things like that. You might want to
utilize that option. And similarly with the
full width, as you notice, we have some templates that
have the full width and take up the entire
space on your desktop, or it could be a regular like this to where everything is constrained right
in the middle. This could be much easier
for you to read data, for example, for blog, templates, things like that. It is more appealing to the eye because you don't have all this information at once and you don't
get overwhelmed. But for databases and things
like that, personally, we really like using the full width next we
have customized page, which are things that I will
mention later in the course. But just so you know, here you have the
ability to turn on and off certain
settings like backlinks. Always show show hover or off. Blinks are always going to be showing under the
title of the page. And that is when you
link pages, let's say, I mentioned my meal planner
somewhere in my to do list, like edit meal plan
and I link that page, which will show
later in the course, then it would show here on the page showing you
that it was mentioned. So that is one
table discussions, you can toggle on and off,
and that is right here. Anyone could add a
discussion to that page. Next, we have table of contents like
Sumner already showed. I automatically creates for
you right here on the side. But if you don't
want that feature, you can toggle off right here. And we also have
inline comments. Later in the course,
we'll show you how to add comments to whatever data
you have within a page, and it's going to
show a certain way. It's going to
highlight in yellow, and you easily going to be
able to see that is a comment, but you can leave it as
default or make it minimum. Next on our right
side page settings, we suggest oh, sorry, we have Lock page. Right here, if you lock page, you're going to see that
a few options disappear, and people are not able to
perform certain actions. So it's just a matter of, like, wanting certain things
to be changed or not or permitting certain
things to change. And next we have suggests edits. That is a very, very helpful
tool, especially for teams. And it's basically
when you click on it, you enter the suggesting mode. Let me get another
template here to better showcase this because
it works really well, especially for texts because
when you suggest an edit, you are basically communicating with other team
members and you're not actually editing
the original text. So if I go back here, click on suggest Edits,
we enter the mode. And let's say, for
example, here, instead of beauty, I think
we should have it aesthetic. So I can just select it, and then automatically,
it's going to start commenting aesthetic. So I can press Enter, and I have created
my suggestion. So I can start this conversation
with other people and collaborate with them
in various texts. For example, if you have a blog, if you have a if you have a
team that is creating a CRM, or anything about marketing, anything that you
want to suggest, different things without
editing the original, this is where you would go. And then whoever you're
communicating with can come here, see that it's
highlighted in blue. They can reply to it, continue a conversation with files and adding more people. They can accept your suggestion. They can reject, add a reaction, and a few other actions. So in this case,
let's just reject and then exit the suggesting
mode right here with the X. And there you go. Oh, I realized I had deleted
that, but okay. Okay, so back to our menu, then we have Undo. That is Command Z or Control Z. That is the shortcut that we are all used to it to undo
something that you've done. So I've just added
beauty, the word beauty. If I click Undo, it's going to remove the
last thing that I did. And with notion,
it is very slowly. Like if you add a home sentence, many times it's
just going to take one word or one letter,
one letter or a letter. So it might take a while might just want to select
everything and just delete, for example, but you do
have that capability. You can also copy
Link right here, and that is going to copy
the link to your page. That is something
that we're going to utilize later on when we want to reference this page or link this page in other
places of notion. You can also duplicate
the page like some they're already
shown. Move too. So right now this template
is under our maintmspace, the Notion mastery course
student templates. But if I wanted to
move somewhere else, I could click here and
choose a new pathway. Um next, you can move to Trash, delete the entire page. You can also import
data within this, which we're going to show
later in the course, as well as export the entire
page in different formats. Let's say I want this
to become a PDF. I can export, select PDF, and I will download it. You can also turn
this to a Wiki and organize it like as a Bowner tags,
verification, and more. Now, this is very important
updates and analytics. So when you click
here and updates, it's going to show everything
that was done in this page. So kind of like a page history, but it shows you the
latest in order. So you can see right
here everything that was done to this page. So it shows right here
all of the updates, everything that was
done to this page. So like I just was editing here, the aesthetic and beauty, I locked and unlocked. It shows exactly when that
was done and by whom. It was, for example,
Sumner updated the permission when he created
a connection later on, and then you can keep
scrolling to get more updates. You also have analytics. So that is something
automatically created by notion, and you can change
the custom dates. It could be of all
times, last seven days. That is very useful in terms of knowing views and
who viewed that page. That is very useful later
when you create templates, when maybe you create
your own website, which we're going to
show you want to see how many people have
visited this website, then you can get
those analytics. All right, back to our
menu. Let me undo this. Then we have the Virgin history, and this is similar to updates, but it's even better
because first, you had the updates, just to see what was done and
what was changed. But with Virgin history, you could actually potentially restore a version
that you preferred. Let's say you made a lot
of different changes. I'm like, M, actually, I prefer how it was before. You could go back to that
version and you could just restore by clicking
this button right here. But in this case, I'm
going to exit out. You can also set your
notifications for mentions. So anytime someone mentions you or replies to your comments, anythings like that, if you just want the mentions or if you want all comments and see everything, you
could change here. I'm going to go back
to just mentions. And lastly, we have
the connections. So if this page is
utilizing any connections, which we will cover
later in the course, it's going to show
right here right now we have two, and that's it. I know it's a lot,
but things are going to get more and more c as you learn different
things as you go through the course and learn how to create certain things, how to mention people,
back links and all that that I know can
be overwhelming right now. But I wanted to make sure
to give you the settings, the additional
settings because it's something that not only we might be mentioning in
the next few lectures, but also something that you might want to
utilize right away. So if you have any questions, leave those below, and let's
get to the next video.
9. 2X Your Productivity With Hotkeys (Pages): Now that you are a
Notion Pages Pro, it's time to double your
productivity through hot keys. And, of course, we had
to prepare for you this comprehensive template
that shows you all of the shortcuts for things that you just
learned and more, not only for MacBook, but also for Windows, all of those quick
actions that you can do that can save
you so much time. So the link is going to be
in the resources below. And let me go ahead and show you at least some of them
for you to understand. So let's start here with the most frequently
used shortcuts. I'm going to go I'm
going to duplicate this so I don't mess
with the template. I'm going to bring
it here. And so we're not cramped in space. Let me make this full width. Okay, now we're ready. Number one is a bolding text. You already know the ways that you can easily
format your text, but you can also
simply select it and then click Command
B for Mac or Control B. But I'm going to be
referring to the Mac. You can always use the
corresponding for Windows. So you can do that by selecting the text or if you
have a new line, you can just do
Command B and whatever you type in Hobart brands, it's already going to
be bolden because you did Command B before
you even start typing. If you want to make it
italics, the same thing. You can either select a
text and do Command I and do it again if you want to undo or you can
starting a new line, do Command I, and then
type in Hobarts and so on. Let me just quickly. Do that, and I'll undo this as well. Command B again, just to unbold. Then we have created new page. So yes, you already
know that you can click the slash Click Page, and so on. But if you want
something very quick, you can simply do Command N, and you have this new page created for you
that this is super helpful if an idea came
to you if you just need to jot something down really quick and you
can add it later, command and you get started. So I'm just going
to put new page. And I can just go back
here through the arrow, back to the hot keys. Next, we have insert
a line of text. That one very simple. You can simply be typing, like I said, Hobart brands. Then Enter, immediately you automatically
insert a new line of text. Also, you have create
a bullet list. So you could start by
doing Command Option five, and the bullet point shows up and then you can do item one, for example, or something
that I actually really like is that you can
do that formatting after. So if I'm just writing things down and
I do like item one, Enter for new line item
two, item three, later, I could just select
everything, sorry, select everything and then do the hockey
Command Option five, and everything is transformed
into a bullet list. And similarly, with
a numbered list, you can have a selected and do Command Option six or
starting from the beginning, command option six, and
it's going to start already as a number list for. Now, if I want to
indent anything. So let's say, for example, I have here Hobart brands, and I want to show any
dependency of that title, I can simply press Tab key. And then if we're going to
name one of our brands, Freedom falcon Academy, for example, then
we have it here. And I don't even need to be in the beginning of
the line to do that. If I want to unindent, I just have to do Shift Tab
or if I want to dent again, just tab, wherever
you are in the line, it's going to follow
your command. Then we have add a link. So you need to have the
text selected for that. If you just do Command K, it's just going to search
all of your notion. But if you have text selected
and you do Command K, then you can insert a link from a web page as well as a link
to a page within notion. One thing that you
can also do is if you already have the URL copied, then you just have the text
selected and do Command V, and that text is going to be transformed
into a clickable link. And lastly, if you want to open that link as a new notion tab, this only works on desktop. You can have the text selected and then do Command click, and then
it's going to click. But right now it's not a link. So let me just undo that
and then quickly just show you the other shortcuts. So those were the
most frequently used, but we have categorized all of the hot keys based on
different categories, for example, the lists and
text or formatting and style, page and block management, navigation, and so on. Let me show you some of them for you to have a little
bit more of an idea, especially my favorite ones. So under lists and text, I really like the hierarchy
of text on notion. So I love to be
able, for example, to quickly create a heading
one by doing sshHO Enter. And then whatever I type here, this is heading one. And one thing I love is
that if I press Enter, the next line of text
is a regular text, which does not happen on Google Docs or all
of those other tools. Usually, it keeps that same formatting for
the next thing. So I like the now it's
just a normal text. But of course, if I
want heading two, I could do slash
H two and so on, just like it's showing
here on the shortcuts. I also use the divider a lot, just three dashes, and
then automatic divider. Let me undo this and
delete this as well. And let's head to
formatting and styling. One of my favorite
things, of course, is making all of our
templates beautiful. And one thing that
I like is that once I have made my formatting, let's say, I select this and I want this to be the color blue. If I'm going to
format anything else that I also want color
blue somewhere else, I can easily select
and as is shown here, can do Command Shift H, and it's going to do the same text color or highlight color that I've
done to the previous text. So I don't need to constantly select go, click, click, click. So that saves me so much time
out and do this right here. Again, there's just so many
hokeys that it would just be unproductive for me to go
through every single one, but you have everything
in just one space. Eventually, if you want to, you can duplicate the template, and you can customize
to your own most frequently used or things that you actually use the most, like, for your tasks. Maybe you use the most for for when you're working or for personal
use, things like that. And there's like page and blog. One of the things I use
the most with this is I'm going to have to type in
a little bit to show you, let me just create a new
line here and bring it. So, I love toggled lists. Love love so much. So let's say I want to do a toggle
list right here. And if I type item
one, item two. And then inside item one, I'm going to write something. This is something. And this Let's see. This is something else. One thing that I love is using Command Option T to
either expand everything, all of the toggled list
or close all of them. So I can be here. Command,
Command Option Oops, sorry. Now I expanded
everything and then Command Option Everything got closed at once
because like I said, I use it so much and to click on each one to expand could
be so time consuming. So Command Option I
do it all the time. Go ahead and delete that. Alright, then we have
AI and writing tools. I love using the
summarized text. Simply any page, you can just do slash Command
and summarize, and it's going to show for you. On navigation, let's see. I love the Emoji one. That's one of my favorites. Anytime that I want to quickly
add something just slash Emoji, Advanced
block Management. Let me see which ones
I like the most. Obviously, I use the
delete all the time, but even more than delete, I use the duplicate
all the time. I'm constantly
duplicating things because it saves
you so much time. If you took time to
build something, and then you just need to
d for another purpose, you easily can do slash duplicate or if you're
Command D, actually, that's what I use the most
when you already have selected Command D. For
links and references, we already shown, for example, the Command K, I use
that all the time. Media slash Image
and slash File, I use this all the time to quickly add in that
block of file, so slash File Enter, and now I can click quickly and easily choose
a file to upload. And same with the comment because I use it a lot
with other members, anytime that I can simply
just type something. So this is a comment. And then if I do
Command Shift M, sorry, Command Shift M.
Whatever I typed in, all of a sudden it's
already highlighted and it's made into a comment. So I don't even need to do slash comment and then type and then this is just type
everything that's coming out of my mind
and then do the command, and it transforms into
what I'm looking for. So let me undo that.
And like I said, this is going to be part
of your student resources. You can find the link
in the resources below. So let's go ahead and
get to the next video.
10. Creating Your Personal Dashboard Page: It's time to put into practice what you've
learned so far. And for that, we're going to
be creating together from scratch our own
homepage dashboard. It is going to look a
little bit like this. This is one of the
templates that you have access to as a student, again, link being
the resources below. It is a company Wiki
with a dashboard view of several different pages
that the team members or anyone who's part
of that company can access to from just one page. So we're going to create
something similar for our own personal
productivity. And before I start on that, I just want to say
that Notion does gives you access to
their own homepage. It is a much more
elaborate homepage with recently visited pages
and other databases. But because it
involves things that we're going to be learning
later in the course, we're going to come
back to this later. There's not too much customization
that you can do here. So that is why we want to
create one from scratch. Perhaps it's going
to be what you're going to be using the most. It's going to be
your own dashboard. So let's get started by
creating a complete blank page. I'm going to go right here, click on the plus and
click on Empty Page. Here we have blank Canvas. Let me hide this.
And let's start by naming this dashboard. My dashboard. Again, we can add our own emoji or icon and even upload our own custom
image to serve as emoji. But in this case, I'm going
to do a little House icon, so our dashboard, and I'm
going to add a cover. Let's change that and
get it from Unsplash. Let's do a library. Okay, now let's add
in our categories, kind of like our folders or like a drawer
where we're going to be separating all of our
pages, everything under. So I'm going to start by
creating a heading two h two. And let's say personal. I'll do another heading two Wo activity and learning. Now, it would be really great visually if we can spread
this out into columns. So I'm going to go
ahead and create two columns column and
then select two over here. Then I'm going to
drag my headings into here so we can see with the transparent blue line
that it's not going to be taking the full screen is going to come here to one
of the columns I've created. I'm going to bring
this one to this side, this one to this side. And let's do this one this side. I think there are
some extra lines here. Let me just
get rid of that. Okay. So now we can
create our pages. So here we can just
do slash page. And let's name this Finances. Finances, give it a
little icon. Any? Then we can go back here
with the bread crumbs. Add another let me come here. Add another, let's say, Mo plans sorry page page. And now it's gonna be Mo
planner. To an apple. So I'm going to pause the
video right here and come back when I have all
of my pages added. Alright, so I've
gone ahead and added different pages here
under our categories, and I've actually utilized the templates that we offer you as a student
of the course, which is great because
I want to show you a few different ways to where you can add
these pages here. So first of all, when we
created this dashboard page, it was added to
the very bottom of the list of whatever team space we created to is right here. So if you want to, you can
drag it all the way up. And even better, you can favor it this page to where
it shows right here, easy for you to access anytime
that you log into Notion. Now, if you notice, all of the pages
that we had here in the templates that we've moved are no longer showing up here. They're actually showing
up under my dashboard. And I can see by
toggling this to where I can see every single page
that is under this main page. So all of the sub pages. But if I wanted to
add anything else, let's say, from this list, I also want to add the habit
tracker to our productivity. I could simply just
drag it over here, and as soon as I do is no longer going to be showing here, it's going to be
under my dashboard. Another way that I can
do, I could use the move to command or process. So let's say I want to add, let's say the digital journal, I want to add to personal. I can come to the
three little dots right here and do move two, or let me just show you
if I completely open the page if it's not as
easy for you on the menu. Open the page, top right
menu and then move two, and then we can select
a My dashboard. And now it's going to
be showing up here. Digital now it's going to be taken to the bottom of the page, so you still have to drag
to wherever you want. Okay. So another
thing I wanted to show you is that
later in the course, I'm going to show in
detail how you can link pages to where you don't
need to duplicate content. If you want the
same page content to show up from multiple pages, you can simply use links. I'm just going to quickly
show you how that works here, but don't get overwhelmed. We're going to go through step by step later
in the course. So for example, I created this page here from
scratch, which I could use. I could go in and then start adding all of the content
that I wanted to. But let's say, for example, that I wanted whenever
I go to my dashboard, I wanted to show
my let me go here. Personal Finance tracker, but I don't want to remove it
from where it is right now. I don't want it to move
it under my dashboard. You could just link a page, and that is by doing that. First, let me go ahead and delete this, show
you the example. I'm going to create a new
line here, new block. I'm going to go to
the Personal Finance. Click on the The little
dots and then copy Link. And when I come right
here to the Empty block, I'm going to press Command V for Mac or Control V for PCs. And when I do, I can
have two options. Mention or URL. URL, it will just show,
as you can see now. But if I do mention, you can see here that I now have my personal finance
tracker under my personal category
here of my dashboard, and I have this little arrow
here because it is linked. Again, this is just to help
you if you want to create a page somewhere else and you just want to link it
under your dashboard. But more details
will come later. Now, let's actually
customize this a little bit. Let's make it a little
bit more beautiful. So I can click right here, select to personal.
It's already bold. Let's change to let's make a blue background
with blue text, and maybe we'll underline
it. There we go. That's personal or for work.
Let's do another color. Let's do orange background
with orange text, and underline and do the
same for the others. Now, remember that if I want the exact same color
that I just used, I could simply select
and do Command Shift H. We learned that in
the Hot Keys lecture. But I want a different color,
so I have it selected, I can go here and I can do, let's say, purple with
purple background. Go and let's do Learning. Yellow. Forgot to underline. All right, so now it's looking. This looks I'm going to
do a different color. Let's do green.
Green with green. Perfect. Now it's looking
much more beautiful. Now, remember, if you want to, you can make this full width, and then things will
get more spaced out. You could maybe just
do full width and do four columns instead of two to where you have
everything going there. Later on, when you learn more types of blocks
and different things, you can add more things
to your dashboard. The last thing I want
to add here is actually a callout so slash Call Out. And I want to add here make
this the best day yet. Just a little motivation. Let me make this into
let's say heading two. Make this Let's
choose another color. Let's go with red. And we can change the color of the call out
right here with a little menu, go to color, go for red. And I could even add an emoji. So again, the menu icon. Let's do a reminder. Let's do thought. Okay. Now we have a little emoji, and I want to drag
this right here. So remember, if I do
this and the drags over, there is a small blue line. It's going to go
only on that column. But if I go right here, it's going to take up
the entire width. Actually, let me
remove this here. Okay, now that looks better. And again, as you go
through the course, you can add even more things as you learn about
the different blogs, perhaps an overview of your calendar,
different databases. And lastly, let's add to the very bottom a
little reminder list. So let's do page two again. And then reminders. And then we're going to do
a little toggle option. So again, Oh, not toggle. Sorry, to do. So to do list. And then we can just do one, two, three, just so we have it, and then we can replace it
easily with text later. I can add a little pin
I just use my shortcut, but I can do slash I Mogi
and then add a little pin. Let's find it. All right. Reminder is one, two,
three, and that's it. As you go through the course, you're going to be learning
about all different kinds of blocks that you can implement
here into your dashboard, different databases, views of your calendars,
things like that. You can adding we already
know how to, but, like, adding images and
make this even more beautiful and more productive
and efficient for you. But for now, your
task is go and start your own dashboard page because sometimes when
you just watch a lecture, you might think, Oh, yes, yes, I know how to do I will know how to do whenever
it comes to it. But when you actually do
it right after you learn or how right after you
see someone doing it, it actually sinks in and you memorize the different commands, the different ways to actually create the
different block. So I hope that you found
this video helpful. And if you have any questions, leave those in the Q&A below, and let's get to the next video.
11. Using Synced Blocks: Let me introduce you to a magical tool called
synced blocks. What this is is a piece of
content that can appear on multiple pages across
your notion workspaces. But why is it so special? Well, because it is synced, whatever changes you
make into one of those blocks in whatever
page it's appearing, it is going to automatically
update across all of them. So let me show you
how to create that, as well as some of the most commonly uses
for sync to block. So we're here in our weekly schedule template that you as a student of
this course has access to. Again, the link is going to
be in the resources below. And I can simply,
if I go down here, I can go for slash and
then start typing in sync. You're going to see here the
option of sync to block, and you immediately going to
see this red frame appear, and anything that
is added within this block is going to be
part of our synced block. So I could do this from
scratch and just type in. This is a sync block. Or I can also drag
content that I have already created to be
part of my synced block. So I could, for
example, bring all of these reminders over here to
be part of my sync block. So if I drag in,
and as you can see, it's highlighted
inside of the red, let me go ahead and
just delete this. Oops, delete that.
Let me bring this up. And then I'm going to bring
the new reminder button, as well as all of these three. And there you go. Now you
can see everything that was here before is now
inside this red frame, and it is a sinked block. So let's show its use. Let's say, for
example, this week, I want to remember that it is Sumner's birthday,
Sumner's birthday party. I also want to remember that we need to buy
new food for our cat. So buy Lila's food, and let's just keep
those two for now. So now I have my reminders
inside the sync block. And let's say I
want that to show also on my today's to do. So I can simply copy and sync, or in the three little dots, you can copy link to
block right here. Go to my other page. So let's go to today's to do. And right over here, I can simply do Command V or Control V for Windows.
And there you go. The sync block.
Now, like I said, this is the beauty of it. If I want to add a new
reminder, let's say, I'm going through
my to do list here, and I realize that I need
to send an email to my mom. So add a reminder,
send Mom email. Okay, so I added this. Now if we go back to
my weekly schedule, Look at that. Send Mom email. So this saves you so much time, and it's especially
useful when you're working with other
people because, again, sometimes you have something let's say you have an
announcement to make or you want to tell everyone on your team what are
the priorities of the day or some of the things of meetings that you're
going to have that day, so everyone remembers you
can have that synced block. Another use for it is, for example, to create
navigation menus. So if you want, for example, to create a synced
block, let's say, if I go right here, you synced
block, let's call this. I'm going to do a heading. One, let's call this navigation. And we're going to be using
that when we're creating our entire website
right here on Notion. So right here we
have navigation, kind of like a menu if
I do like homepage, if I want to do my
weekly schedule, and fitness routine,
fitness tracker. Okay, I can link these. Let's say, I want
to link this two, which is cam K.
Let me do fitness. Fitness Tracker. Then let me link this one to weekly
schedule comment K, weekly schedule, and
this is going to be the homepage. Okay, Home views. So if I wanted this to
appear in multiple pages, kind of like a menu, I can
click here a copy and sync, and I can go to all of my pages. Let's say I go to my habit
tracker because those are my most used pages,
I can go right here. I'm just going to paste
it below to not mess up the template and then
paste it, and there we go. And if later I want to add
more items into my sink blog, I can do that very easily. If I can edit, I want to
make it more beautiful. Let's say I want
to add here emoji, navigation let's do this. Home. Let's at a little house. For example. And then
now, I also can, again, easily click, and it's going to take me
there because I linked. So everything can be
easily linked everywhere, and it's going to
take me to that page, and it's also going to be edited across every single
page that it's appearing too. And again, there
are so many uses. You can have company wide
announcements, your team goals, project management,
everything to really save you time across working
with different people. But even if it's just for you, so you only have to
edit something once. And it's important to
know that if you want to unsync any piece of content, you can easily go here to the six dot menu and
then click on Unsync A. So I hope that you
found this helpful. If you have any questions, leave those below, and let's
get to the next video.
12. Download Entire Websites Into Notion (Web Clipper): You already know how
great Nian is at organizing all of the content that you've been
creating within Notion. But one of my favorite things is that you can actually
bring in content from the web directly to
Notion easily and quickly, and that is through the
browser extensions. That is going to be working
with the major browsers, that is Chrome, Firefox, Safari. But in my case, I'm
using Google Chrome. So I'm right here at
the Chrome web store. And if you simply
type in Notion, you're going to see
all of the extensions that are related to Notion. But in this video, I'm going to show you the
official extension by Notion, which is the Notion web clipper. If you click right here, I already have it installed. So that's why you only seeing
the button to remove it. But in your case, if
you don't have it, can simply click on the
button to add the extension. And once you do,
you're going to see it right here at the top menu. And if you don't can click and manage your extension
so you can pin it, and then it's going to show up. So this is going to work
for you to bring in content from all kinds of all
kinds of content, could be an article, it
could be YouTube video, podcast and so on. So let's say, for example, I am planning a trip to Greece. I'm here browsing
the web and I found this Greece itinerary
in seven days. So I want to bring
this in to my notion. All I have to do is click
on the web browser. And as you can see, it automatically brings in the
title from the article, but you can easily edit this. Let's say I just want
the simple title, Grease in seven days. And you can also choose where
you want to add this to. You have the option of
creating a new database, or if you had other databases, it would show up here as well, or you can select
one of your pages. Here I'm going to select
the Travel planner and then click Save Page. Once it's saved, you
can check your notion, and I'm going to go right
here to Travel Planner, and by default, is going to save it at the
end of the page. You can see here
Greece in seven days. And if I click on it, you're going to see that
it pulls in the title. You have the URL of
the original article. It brings in all of the
text, all of the images. And one thing I love as well is that it brings all of the links. One of the reasons
why many times I love reading blog articles is because it links
to other things. And as you can see here, all of the links came with
the article as well. So you can have that
saved within notion, and you can read it later on without needing any
Wi Fi connection. So one of the like I said, one of the things
I love the most is the ability of doing
that and that it brings all of the little
items of that article. Now, if I were to be on YouTube, I'm here also researching
for my Greece travel, and I love this video. I want to bring it to notion. I just need to have
this open again and click on the browser extension. Again, it's going to pull in
the title from this page. Let me get rid of this, how to spend ten days in Greece. Let me just do that.
Again, I'm going to leave it in my travel planner
and my workspace. Right here, if you have
multiple workspace, you can select that as well. I'm going to leave it as
that and then save page. When I go back to my
travel planner right here, again, by default is at the end, and then how to spend
ten days in Greece. If I click, the
video is going to be embedded in the page. So again, I have the title. I have the original URL, and I have the video as well to either watch here or click
here to watch on YouTube. Now, you can also
bring in information, articles, anything from the
web directly to a database. So let's say, for example, I'm looking for a recipe. Let me do here healthy recipes. I'm just going to
click the first one, and let's say I want
this page and I want that to go
into my database. I can show you
here Meal Planner, I have a database
called weekly plan. I also have meals. So if I'm here in this article, I just need to click on
the browser extension. I'm going to leave
the title as is. And what I can do here is
just search for my database, which is called weekly weekly
plan under my Meal planner, click and then save once
I go back to Notion, if I go here to my meal plan, there it is healthy recipes
within the database. Now, of course, you have
to fill in anything else, like the meals, but
it brought the URL. So if I click here, sorry open, and I'm going to
extend to full screen. So it brought in the article, and it has the URL as one of the properties
of that database. And later, I can come here and I can add different things that I want to complete my database. So I hope you found
this video helpful. If you have any questions, leave those below, and let's
get to the next video.
13. Introduction to Notion Databases: Welcome to non databases, one of the most important and
powerful aspects of Noon. And you've already gotten a
little bit of a taste of this so far in some of the pages
that we've covered before, you've actually seen databases
in some of those pages. And for total beginners, this seems a little
bit overwhelming, but it's actually very
simple once you know how to correctly use them,
how they operate. And the best way to think
about notion databases is sort of like Microsoft
Excel or Google sheets. There are these tables, for lack of a better word, made up of columns, which are vertical and
rows, which are horizontal, and each of these
individual little kind of boxes is a cell, right? So each of these is a cell,
so it's made up of cells. Kind of like the body
is made up of cells. Databases are made up of cells,
and they're organized by, you know, either the cell is it's both in a
column and row, right? So, column three, Row two, right here, just
like Battleship. So there are tables that not
just organize information, but can automatically
do calculations. You can actually enter
formulas in here. For example, like
you see, this is an influencer
engagement calculator that I've custom built. Very, very simple. It is a
bit ugly. I will say that. And it was just to
really demonstrate this, and it actually works
though, as well. If you do any
influencer marketing, by the way, you can use this, and this can absolutely
help you find influencers with solid
engagement to partner. So again, this and all the other templates that
we cover are part of the notion bundle
associated with this course, student exclusive
resources, which you can access in the resources
section of this video. And this right here
specifically is the database. So as you can see, we can kind of track
data like you see here, we can also make calculations,
as you see on the bottom. Average, right?
For each of these, we could do count. So count all the values, count if they're
empty, percentages. We can take medians,
mins, sums, max, ranges, et cetera, right all
different kinds of data automatically once
we enter this data. So housing the data you know, making calculations
based on the data, custom formulas, for example, if I click in here, again, this sounds really
scary, but it's actually very easy to
use, and by the way, I had Chachi PT
create this for me, little side hack, huge
life hack is Chachi PT. But if, you know, XYZ happens, then pass,
and if not, then fail. Basically, is what this says. So if there's high engagement, then this formula says pass. If not, it says,
fail. And basically, if all the posts pass,
then this passes, right? And again, this is not to teach you how to do
influencer marketing. This is just to give you a
very overview about databases, which we're going to go into
a lot more detail about. So this is one example, okay? It's pretty traditional. You've probably seen
something like this before. Really, really cool,
really powerful, especially because this can
link with different pages. You know, you can copy and paste this over and make edits. But also, this really sets notion databases apart
from Excel and sheets. So this is what I
really love here. Okay, so this is a
project tracker template. Again, you have access
to this, along with everything else as a student. And with this, we have, you know, the task name status. Is it started, not started? Is it completed? Who
is working on it? The due date, priority,
high, medium, low, tags what is this for website
for branding for research, for marketing for
video production, for branding, et cetera. The project it
falls under, right? If it's completed, we put the completed date
and all of that. So this is the information.
It's like, great. So that's cool. Well, what's really
cool is we can create the database and then show it in different views,
if that makes sense. So check out the
board view, right? We can literally see
everything that has not started in
progress or completed. Just pretty amazing, right?
So we know at a quick set, right, wait, what isn't started? Wait, What's already finished. Snapshot, really
simple, Cbon boards, really powerful. And
again, how do we do that? Well, first, we just need to
make a table, simple table, also called the database that contains all of our information. All the information
that's important. What's important to
you, enter that in. So, you know, the
columns up here, this is what's important, and then you just fill that out. So task name, the status of it, the assignee, all of that.
And again, this is pre built. So if you want a
project track or template like pre done for you, this is already
done for you. You can literally come in,
edit and make changes, you know, with the
write assignees. You can add or delete
anything that you like. And then we can, once we enter
in all that information, create different views, which I'll show you how to do
later here in the course. So you can just focus
on this column here. You organize all the data just based on this column,
if that makes sense. So, okay, what is the status? Boom, we can just
see the status. What else would be important?
Okay, let's say project. Okay, what are all
of the subpjects or all of the tasks underneath
each major project? Boom, we can make a view
to where we see, okay. Here's all the major tasks, marketing, product launch,
research study, et cetera, and this really brings clarity, organization, and
ultimately productivity to yourself and your teams. This is amazing.
And like I said, this fully replaces
tools like ClickUp, which is probably the biggest
competitor of this tool. And again, this
is really where I see notion databases
shining currently, to be totally honest with you, I find the calculation
side is fine. There's some really
great things it can do, but it is a bit
lacking in some of the advanced formulas you can get with Excel or Google Sheets. Now, if you're more of an
advanced analytical user, this could be important. That's why I use both
notion for again, more project tracking sort of
things or just basic Like, for example, I have a table. We go out and re
record YouTube videos, for example, here
in Phuket Thailand, and we do cost of living. So first, we go
here to the cafe. We want to know what we're
saying, so we have the script. What are the shots
we need to take? You know, what is some of the food that we're
going to order? You know, how much
does the average cost of this activity take? And then the next place, so it's like OPD. Here's
what we need to say. Here's the shots that
we need to take. Here's the cost of
gas or whatever, and Arab B blah, blah, buh,
right and we go through. So just basic, you know, more simple organization
of data or information. Number one, I use
Notion four over Google Sheets and over Excel. And then number two is
for these kind of, like, conbon boards and really
more project management, CRM and things like that. I really like
Notion. I think it's better than these
other tools. Okay? But for more advanced formulas, I prefer the other
two, specifically Google Sheets is what I use. So just keep that
in mind. If you are more that analytical
advanced user, just kind of keep that in mind. But notion is changing. I'm constantly keeping
an eye out and constantly testing
and experimenting. And if we find, you know, well, for any important
changes that will happen with an ocean tool, we will be making
updated videos at that time when it happens,
which hopefully, you know, continues to improve, improve, improve without increasing the price and keeping
everything free. Okay, so that's number two, and I'll show you kind
of one last example here before we really dive in. So this is a personal
finance tracker. Now, these are graphs that are automatically created. I mean, you
kind of set the base. You create, you know,
create a new Anyway, I'm not going to do it because I'm not going to
mes with template, it's mess with yours, but create charts that automatically update and calculate based
on data in your database. So if we scroll down
here on the page, again, databases can be viewed
in different ways, so they don't all look the same, but we have our income
and expenses, okay? So income for January,
right? Here's the source. Here's the amount.
Here's the tag. And, of course, we already
know the month is January. Then for February,
we enter in all of our information
here for March, the same thing, April, May, June, right, all the
way down, and so on. Same thing with expenses.
So these are our database, our income database and our
expenses database, okay? We enter in the data here, okay? And again, you can start off small and then build
out from this. This seems super complex. And I'll get to
that in a second. We can start really small like a ego and build out from that, and that's exactly what this creator did here
with this template. And we have income, we have expenses.
We fill that out. Once we fill that out, this data automatically updates here,
which is really amazing. So you create the database,
fill the database. Then you create charts that
read from the database. You can create other things
as well, which we'll cover. But it can get really amazing, advanced, do some incredible
stuff, or, again, going back to our first
example, keep it really simple like this and get even
more simple than this, as well, depending
on what you want. So really powerful like I said, to kind of mention, you know, we have all these templates here designed for you in the course, and the best way that I recommend not just
with databases, but also pages, is to go to
notion.com slash Templates. And Noon actually has
30,000 templates, both free and paid
that you can use. Now, there's 30,000. Most of them aren't very
good from experience, okay? And the templates
that we have here in the course are a mix
of a couple things. Number one, it's either Ali, myself or our team have custom built and created
from scratch fully for you. And some of these other templates
we've actually accessed here from notion literally Notion creates some
templates, as well. Like the company makes
templates for free, and we've taken it and
improved upon them, you know, aesthetically, made
them a bit more simple, removed redundancies
and things like that. So this is a great resource to where when you're looking
to create a database, obviously, there's a reason you're creating that database. And if it's simple, you can
create it from scratch. That's not a problem. I think that might be
the best approach. If your database is
a bit more advanced, like, if you're doing this
for business and for work, there's a good chance out
of these 30,000 databases, and we can actually just
click here S for life, personal productivity for work. Let's just check work
real quick, right? And it's a mix of just pages, databases or both
kind of combined. So projects and tasks, what
do we have product Roadmap, Docs, I'm not really
sure what that is. Looks like some kind of wiki. And again, some of
these are super basic. Some of them aren't
actually very good. Actually, most of them aren't it's worth checking because instead of you creating
something from scratch, someone has already
done most of the work, we try to do a lot
of the work for you, but also other people outside of us have also put work in, and there's a lot of
great free templates, download them and edit them versus creating
everything from scratch. That's another huge
advantage that Noon has over some of these
other like Google Sheets, for example, their
templates are far worse, in my view, than here in Nan. There's actually a lot of
really great templates. And, of course, the
ones that we've kind of manipulated, created, crafted for you are truly
some of the best of the best. So kind of a little last
tip about databases. Again, hope you're excited,
super, super powerful. So without further ado,
let's get to the next video.
14. Creating Your First Database (LIVE): This video, I'm going to
show you how to create your first notion database and show you all the options
that are available to you, all of the different
legos, as we like to say. So of course, first things
first is log into Notion. Once you're here, go to the top left corner and
click on Create a new page. Now, once you're
here, you'll see in the bottom the option
to create a database. So we're going to go ahead
and click on database. And since this is a
brand new database, we're going to select new empty database here on the right hand
side of the screen. So new empty database,
we can title this. So example, database for course. And it's in table format, in another video, we'll show
you these different views. But first, before we can
create these different views, we need to actually create and fill our database with data. Now, of course, the
purpose of this is think, What are you trying
to accomplish? Now, databases are great
for organizing information, calculating, analytics,
and all of that. So to show you, I'll show
you a few of many, many, many, many options
you have here with databases to really
give you a good idea. So Databases are organized into what are called
properties and rows. And properties are
basically just columns. I don't know why Notion
calls them properties. It might be a trademark
thing. I'm not sure. I don't think it is,
though, but columns. So columns are vertical
going up and down. Rows are well, not this. This is a page, but
rows or this right here going side by side,
right, horizontally. So we already have our
basic right one cell here, and this will make
more sense as we create more, so we'll
go ahead and do so. So what we want to do is go over here to create
an additional column. We have one column right
here or one property. We want to create some
additional, right? So click on the plus sign here, and you'll see that there is several types of properties or types of columns to
choose from, right? Where, for example, with something like Google
Sheets or Excel, you just create the columns
are already created. You can just add more columns, and then manipulate
within the column. Well, with notion,
you need to do this beforehand, if
that makes sense. You kind of have to
know beforehand. You can change it and
edit at any time, but the column kind of dictates the type of data that
needs to be inside. And this will make
sense as we go through. So to show you a
few of the many, many options, we're going
to select number Okay. And we have different
options of showing this number as an
actual, you know, numeric value as a bar or a ring if we want to show
graphics actually inside, for example, like progress
bar for hybrid tracking or, you know, whatever
that might be. But we're going to
stick to basic number. With this number as well,
let's go back to number. The type of number, we can do US dollar percentage, right, all these
different currencies. So actually, we'll do US dollar. So we have number, the type is US dollar,
decimal, right? We can specify how
many decimal places. Let's leave it as default. I recommend just being When you're setting
up your new database, don't go too much in
the weeds, create it and then later go
and manipulate it. That's really the best way instead of trying
to rack your brand, like, Wait what
exactly do I need? Just create the broad
and then go in, and you can always change later. That's the great
thing about Notan. You can always tweak,
which is the whole point. You don't have to redo anything
if you messed up unquote. So yeah, that looks
good. We're going to leave this as the number. Perfect. Hit on X, and we can see it's already
created over here, right? Now, we can actually
change any of the headers here
just by clicking. So in this case, right, we originally had I
forget what we had, but we can change the text,
right, or text example. So we can change the header title and
the actual text here. We can also change
the icon here, just like before to kind of help with
organization and keep things, you know, clean and clear just
by glancing at the chart. And actually, I like this.
I'm going to leave it as is. For number, we're going to we're going to have like amount. Let's see if we
can find $1 sign. So amount, I changed
the name here. Again, just click on
the top, change amount. Click the icon to change
the icon. What I doing? Money. Yeah, that looks good. Currency. Great. And we'll continue
on. So we want to add some more properties to show
you kind of what we can include and then how to fill
those properties, basically. So we did text, we did number. Let's do multi select, okay? Let's also add, by the way it's already default added. We
can edit this at any time. We can click Edit Property to get this screen back
here on the right, and I can just X because I can just create and
then change later. So plus to add a new property, what else do we want?
Let's do status. Plus scroll down. Status, we want date. Click away, leave it as default. We can always at it later,
plus scroll down and get the picture
here.'s add a few more just to kind of
show you w person. We will do dt and's do formula. Okay. So this is a
pretty solid basic, and there's more, of
course, that you saw, but this is really, really
good basics and some of the most used
properties in notion. So first of all, like I said, this is number, right? This is a numeric column. And it's in dollar
format, let's actually, let's just type in 2020, right, let's see, 2000.
I'm sorry, just click. I'm not getting any number
right. Okay, 20,000. Just click Enter in, and then the text. So
here's Multiselect. Okay? So that means there's multiple options to choose from. So let's say select an
option or create one. So obviously, there's nothing here to select from,
so we have to create. So let's say high
medium and low. Let's say this in
terms of priority or this could actually be
great for different tags. And by the way, we can always delete or
edit them at any time, and I'm showing you can delete any of these, which
I'm going to do. And we can have
different projects. So it could be like marketing. So marketing. Click.
I type in branding. Then I click on branding. Let's do Web Dev. Web Web Dev. Let's just show
how to edit that. Web Dev, there you go. So if you ever want
to change, and we can change the color here
so we can make this blue. We can make branding
I I go up here, make it yellow and marketing. Marketing we can make
red or whatever color that is so perfect status. This is kind of the
default, but we can, of course, change this to
not start in progress done. We can edit this
property, right? And we can add more as well
to do in progress complete. And this is really
nice because it's kind of default
built into notion. Anyway, we'll show
you later with kind of views and sorting, but
it's kind of really nice. So I really love the status, of course, for, you know,
project management, CRMs, and things like
that. So date, right? We can just select, you
know, any date that we want. And also, which
we'll cover later, reminders, end dates,
things like that. But anyway, just any date could be today or any
point in the future, person, we're going
to do Sumner Hobart. So these are people
that are within our workspace or team space,
so we can add them here. Now, we have an entire
lecture dedicated to formulas for
databases specifically, so we'll cover
that in more depth for those of you like myself, who love using formulas and
using this for calculations. So to keep things simple, just
click on the formula here. Now, formulas work based on the other properties or other
columns in your database. So you can see, once we
clicked on the formula, cell right right in there, right underneath
the word formula, we have these different
options to choose from. Okay? Now, I'm going to
choose the amount property, which we can see over will,
I'm pointing out on my. I'll just click amount, and then I'll show
you on the screen. So amount is 20,000. Why? Because 20,000 is over
here under amount, okay? And what I'm going
to do is times two, that equals 40,000. If I do times, which is the
star symbol is what I call. Three times four, right,
we kind of see that. So I'm just going to
do amount times two to show you kind of
a basic one here, hit Enter or sorry, hit Save. There we go. Now it
officially enters. And there we go.
It's 40,000, okay? And if we edit the property, we can actually use
a different format. So in this case, we're
multiplying US dollar by two, so it should be in US dollar, so we can translate that, right? And then there we go. Now, obviously, this
is just the first row. So what we want to do if we want additional rows is
hit plus, right? We'll hit Plus again. And
this helps us to keep adding more and
more and more rows. Okay? So here, I'm
going to put 50, one, two, three, 50,000. Let's do branding and let's
just do web development. We'll say it's done. You know, different date. We'll say I'm just
gonna drag myself. See if I can. Let's do
some more names here. Some of this I have to
cover it is sensitive. So anyway, I can
drag myself down. There we go. Same thing here
if we wanted to, right? And I will say it is a bit fin. You can see kind of on the
screen like I'm clicking. And this has actually been
one of my kind of pet peeves with notion is you have to
click in just the right place. So I'm just kind of
clicking around and for me, really familiar
with Google Sheets. And it is a little
bit cumbersome to, like, you know, click the right place if
you want to drag. Like, for example, then
it clicks in here, I have to click right
here at the edge. Then I can drag down,
right? Or here. I have to, like, get it. Hold on. Let me see. So there we go. Click.
Now I can drag. You see what I'm saying
you have to kind of click around to get
it to drag down. And I'm sure other users have experienced
this. I know I have. So just kind of one
thing to kind of keep in mind that I don't know
why it's like this, but I'm sure that'll
change in the future. But it's not a big deal. It's just kind of a
small little pet peeve. And then same idea here. So with this formula. Okay, let's see if
we can drag this. There we go, yes. So yeah, the formula cells
should automatically be calculated here because I
didn't have anything over here. Like, for example, so I'm
going to put in 10,000 1,000, I guess, 100, five, 27, right? And automatically
updates over here. Again, the formula is
multiply whatever's here by two automatically
updates there. And, of course, it can
get way more advanced, and you can have formulas within formulas and all of that. By the way, Chachi PT is
amazing for coming up with formulas specifically
for notion databases. You can basically tell HachiPT, Hey, here's my situation. Here's the formula that
I'm trying to accomplish. And here's a
screenshot, which is really important of my database. Make this formula
for me and boom, it can custom make
any formula for you. Sometimes it's a bit glitch. You have to go back and forth, but we'll cover that more later, which is really,
really powerful. Okay. Now, lastly, so we added these new
rows, we filled in. We didn't fill in
everything, right? You kind of get
the picture here. But at the very bottom, I'll just kind of change some of this around
a little bit. Here at the bottom, we have these automatic
calculations here, which, again, are usually very important for numeric
based values. So under amount here, we can calculate nothing,
which is the default. We can count all values. So there's one,
two, three, four, five, six value, so
it counts as six. So we count the
number of values. It could also be the
number of empty, the number of unique. So if there's things
that are repeated, it wouldn't count those
in. We can do percentages. So percentage is empty
or not empty, right? And I actually use this
a lot the more options. So average median min max range, going back to high school
or ni math class, right? So we can do median here, right? So the median is about 5:50. Let's say, this is like,
I don't know, well, client value or project value. Shop value, right? That's kind of our
median project value and whatever this is, whever we multiply
by two is our, let's say, you know,
average, right? We can compare the average
to the median, right? Or we can just duplicate this. And actually, I'll show
you how to do that. So we can duplicate
this property here. If we go here,
duplicate property. So all I did is
clicked on the header, duplicate project value one. And what we want to
do is basically drag. So okay, what I'm not doing, it's kind of hard to
see here on screen. That's what I'm trying
to describe as much as I can with my words I have
to go back sometimes. So what I'm not doing is
dragging if I drag this, right, it changes the value, and I'm going to comdZ to
get rid of that here on Mac. So what I'm doing is I can
basically click on this Geez. It is so finicky. It
really drives me nuts. So click on this first cell
here and then drag down. As you can see,
these are sort of highlighted. These
are all selected. Command C, again, on Mac and go over here
and I'm going to Oh, I have to actually
select the same amount. So I went over here Geez, Pete. There we go. Command C, copied. Then here in this property, I'm going to command
V, and it's going to paste it over, if that
makes sense of what I did. Just kind of show you some more ways that I kind of use this. And, of course,
there's more ways to really get more intricate
and things like that, but this is really the basics. Here's how you add more columns, which are called properties. They have to kind
of be prefilled. We can edit them at any time. Like, we could change
this, you know, to a different numeric
value, for example, to Australian dollars
or just numbers without dollar
signs or whatever, how we add more rows, kind of the different
options that are available to us depending
on what our goals are. These automatic calculations,
which are really nice and actually really
like that notion does. It's much more beautiful and easier than something like
Exceler Google Sheets, which in my opinion,
which is really nice. And, of course, I'm going
to show you how to get even more value in more advanced using databases.
So I hope you're excited. How I would recommend
doing is if you haven't created databases yet, go ahead, pause, create your own that way, it's the most fresh
in your mind, and that's kind
of how I operate. So you can either go
as you're kind of, you know, I'm going
through this lecture, you're pausing and creating pausing and creating
kind of mimicking that. That's great. Also, for me, what I do
is I usually watch pause, you know, go back and then,
like, create from scratch. So I'd recommend doing that
to really keep this fresh. Otherwise, you'll have to keep coming back to the video,
which is totally fine. And that's why we're here
is for you at any time. But that's really the
best way to learn. So go ahead and create
your first database. Can be as simple as
complex as you like, and then I'll see you
in the next video.
15. Notion "Views" - Instantly Turn Ugly Tables Into Clean Boards, Lists, Charts & Timelines: Now that you've created
your first database, I'm going to introduce
you to database views, which is one of
the big advantages that Notion has over
all other tools, and it's really amazing. So you can kind of think
about views exactly like you would think about viewing a
beautiful scene of nature. Let's say you went on a hike, you're looking over
at the mountains, you're like, Oh, this
is so beautiful, right? And you tilt your
head to the left, or you tilt your
head to the right it's the same thing
that you're looking at, but you're looking at
it in a different view, and it appears different. Well, that's exactly
the same way in databases because one
misconception of a lot of new notion users is that you're manipulating
or changing the data, and they freak out. They're like, What
happened to my data? Like, it's all gone now. It's like, now,
it's still there, and it'll explain everything. So, of course,
we're back here in our custom beautiful database that we created filled with just kind of random information. And I went ahead
and just kind of filled out some things
that were missing, like the first column here. By the way, also before
we dive into the views, which are located
here on the top left, a couple of other things
just small things. And the best way to learn
is by playing around. But yeah, we can, you
know, increase the size or decrease the size of
any given property, which I call columns just because it makes
sense in my mind. But technically, that's the
correct term is property. Also, what we can do is if
we go over here, right? So let's say I've
duplicated this value, right through the exact same,
and for whatever reason, like, I don't want to
delete the property, which I can do, but I
actually want to hide it. So I hide it in view.
So it's still there. It's just hidden, okay? And we can actually find hidden properties if we click up here. We can go here, and
we can actually see that there's one
hidden property. Oh, by the way to describe
top here to three dots. Scroll down to properties.
Click on that. I get ahead of myself sometimes. And then right
here, we can click here to view it again, right? And then it'll show up,
or we can keep it hidden. And as you see,
it did not appear in the same place,
which I don't know why. So I'm going to take it,
drag it back to here. So just by dragging, I can drag the position
of any of these. And again, this is
all dealing with the view of the database without actually
affecting the data. And again, I want to hide it so I'm just going to leave
hidden this time. And also, when we click here on our let's say
the first property here, let's say I want to
freeze this column, o freeze this property.
I'm going to freeze. So that way, when I scroll, it'll always be frozen, we
actually don't have enough. So let me just add a bunch to show you what I'm talking about. We need more properties. And basically, what happens is, no matter how many
properties we add, I'm just adding random
properties here. It doesn't really matter. It could be number,
it doesn't matter. See, look at the far left here at the first column
or first property. As I'm scrolling, what happens? It stays in place, right? I scroll this way,
scroll back forth. It stays in place
because I freeze it. Now I can also
unfreeze and watch what happens Itsappears, right? So that's helpful sometimes if you want to make
sure that's there. You can also do up to, right? The first two. I'm going
to unfreeze those. I could do three if
I wanted to, right, and so on, as many as I wanted. So some different
ways to sort of change the view of
your actual database, but now we're going
to dive into the meat and potatoes of views. And really what
most people come to notion for is the views up here. So first what I recommend doing is starting
with a table view. You can start with any
view that you want, but usually how I build
databases and how most people build databases
is through the table, just like we showed
you in the last video. Then from here, we can view and look at it
in different ways. So it's all the same data,
but we're gonna hit plus. And let's choose
board view, okay? And I'm going to hit
Done. And, of course, just like with creating
properties, it's similar. We have board view, timeline calendar list,
gallery chart views. You know, we can adjust some different ways that this looks, kind of
the aesthetics of it. But I'm gonna leave
it as default, which is usually
kind of what I do. So hit Done, okay? So what happened to
all of our data? Freak out, it's still
here in the table, okay? So this has not been
changed or edited. It's just a different
way of looking at it. Here's the view. Now,
how is this beneficial? Boom, we have a combine board
where we can clearly see, especially that's why this is really cool,
this native status. Is it default is
organized by status. Now we can organize in
any way that we want, which I'll show you
in later videos, kind of getting advanced with advanced views and sorting and
filtering and all of that. But for now, just kind of basic, it automatically
sorts by this column. We could sort by this column. We could sort by project value. We could sort by person. We can sort by any of these, but we've just defaulted,
chosen to do it by progress. So here's all the
projects Project one and three aren't started,
Project four and five. And also, what we
can do is click, gives us all detail,
and we can edit. So let's go ahead and
edit this. Project value, let's say, is 200 let's see. Let's make something
like ridiculous. $1 billion. Alright, let's go back to the
table, see if that changed. Oh, look. Project
five changed in here. So their views, it's
all the same base data, and it's different
ways of viewing. Sort of like a root
ball of a tree. And then you see the different
branches of the tree. You see the trunk,
you see the leaves. It's all the same root. We can change the
root at any time. So here in the table,
I can manipulate. And if it's another thing
that I can manipulate. Let's do done, done.
So these are all done. Let's check out the
board view now. Look, everything moved from not start to done. Also,
I can move these back. Right? From done to not started. Let's look back at the
table view, right? And it can actually
be very, very efficient depending on what
your purpose is it's way easier for me to edit
data this way than it would be for me to
go in, click in, edit. It's a small thing, but especially if we're making
big changes at once, it can actually be
way more efficient. So that's really
where I find Notion databases shining along with automations, which
is really cool. So board, let's do
next chart, okay? We can choose different
types of charts. As you can see here, right? So we have 25% web development, 37.5% is branding projects, and 37.5% is marketing. Or we can edit that
and show by bar chart. Branding, marketing, web
development, whatever we want, I actually kind of like
that doughnut chart. Now, we'll cover charts more, but it is a bit limited in
what we kind of have here. So we have bar
charts of two kinds, right, Barlah Column
chart, same thing. Line graph and pie chart, you know, really
the basics here. And that's it for now.
And I hope that that changes and updates in the future with
getting more advanced, but that is kind of one
limitation that I find. But it does work in 80% of
cases for most notion users, right, but for some of us
who want to get a little bit more advanced with some
of our data visualization. But you can, and again, things will build on from what we say now in future videos. So table, board, chart, we can display as a
list, clean da da da. Here's our list. Again,
we can always click in to see in more
detail. We can edit. Click plus up there at the top. We can look at it
in calendar view, which I prefer over timeline. We can switch to
timeline here, right? Project five, Project
four, and so on. Calendar view, it can literally
show us in the calendar, and later we'll show
you how to sync notion with Google calendars where all this can be
synced and automated. It's amazing. So it's calendar
view, which, of course, makes sense if you
need to have that date kind of column, which
is why I created it. And lastly, there
is gallery view, which in this case
makes no sense because you need to have
we go back to the table, we need to have one of these properties. Let's
edit this property. Let's turn it from text into Oh, I think there it is
files and media. Perfect. So we need to embed a link or
upload images here. So we can actually upload images right here inside of the table, and then what happens is, we
would see a gallery review. Now, to show you this
example in real life, right, here is a meal planner
notion database, right here. It's actually a notion page that contains a few different
It has a database here. We have a checklist
here on the page. We have another database down here, so different databases. And, you know, so it's a page, and in the page, there's
different blocks. There's databases, there's to do lists just like
we covered before. So anyway, here, focusing on this database within this page, we see that there's
recipe names. There's images that
have been uploaded, kind of an image showing
what that recipe is. What type of meal it is is a dessert, dinner
or lunch, breakfast. If we've rated it, like, how much do I like or
dislike this thing? A link online to the recipe, you know, what day of the
week do we want to do this? The prep time or the total
time to create Greek vegan, you know, we do other
times like gluten free. Well, actually might not
be, so I'm not gonna do. But anyway, you see
the picture here? So that's our default
kind of in a way, kind of ugly, messy database. I mean, it is pretty cool as it goes for a table standpoint. But if we click on Gallery, wow, especially
for this purpose, if this is our goal, this really helps us visualize the data
better than in a table, better than Excel or Google
Sheets. Really amazing. And again, we can
click. We can edit any information the time days. But it's really nice way to organize and clarify information,
especially in this way. And I'm very, very much visual. So for a lot of data that involves images
or I even include images to really help me
with this can be super easy. We can also do chart view. So again, so two vegan
recipes, one Greek recipe, and the rest are not
categorized, which can show us, Oh, we need to add to all these, which I didn't
really see before. This is clear that we
need to categorize all of our recipes. You know, List view, just standard kind
of list view here. And for this, now, since this is a student
template, again, that you have access
to as part of the notion mastery course
student resources, I can delete any of
these, which I'm going to do so I don't
mess with yours. And I'm going to
delete this, as well. Again, when I'm
deleting the view, I'm not deleting the database. I'm just deleting the
view of the database, okay? Thing to keep in mind. When you edit the view,
you edit the database, but when you delete the view, you don't delete the database, if that makes sense. Okay. So that's kind of a
way to think about it. And this is one
of many examples. But that is notion database
views really amazing. And you can see so simple, easy, but you need to kind
of understand how it works. Build the base table
first. Then from there, you can organize the
information in different ways. It may require you to go
back, tweak a little bit, review in a different way,
but really, really powerful. And in the next
couple of videos, we're going to take
these building blocks that we've learned and really get more advanced and detailed and do some
really incredible things, which I'm super excited
for you for you. So go ahead, create
your own views, play around with
it a little bit, and I'll see you
in the next video.
16. Linking Databases: Video, I'm going to show you how to create linked databases, basically taking the
database that you've created and linking it in different locations
and other pages. So instead of having
to constantly go back and find that database, you can actually
integrate it with other pages, link it
wherever you want. And, of course, as
usual, it can get very, very complex if
you want it to be, but it's actually very simple. This is a very simple
kind of building block. So what I've done
is I've created a new page. Click
on Create New page. I'm going to name
it. Linked database. Example. Alright. And then anywhere
here on the page, you know, I can have all
this other information. This is just a blank
page to demonstrate. What I'm going to do
is hit Backslash. And then what I'm going to
do is type in database. Now, as you can see, it already showed up here a linked
view of database, but I'm going to
type in database. And what we're looking for now, there's different
options here, right? We can create. And the
key here is hover over these different
options and look at the right Notion will actually give you a helpful
pop up of what it is. So add a new inline database, add a new database as
a sub page, et cetera. But really, what we're
looking for here is our linked view of database, which for some reason,
always buried a bit. We're going to go ahead
and click on that. So once we click, obviously, we need a database, right? So it's a database
we've already created, and we want to link it
to this page, right? So we don't have to
constantly navigate. Anywhere we want
that database, it can exist anywhere that we want. So for example, we can
go back to our recipes. Like, these are all we
have actually 95, well, over 95 databases that we've created to choose
from, of course. Some of these are
personal, of course, so I'm not going to
expand that out. But let's go back to
our example database that we created, okay? So the default for whatever
reason was Gallery. I'm going to click on
this, edit the view. The layout, I'm going
to select table, right? And this is a very familiar format that we've seen before. This is the database
that we created together earlier just a few videos ago, and
it's linked here. Now, if I make any changes
here to this database, it also updates the original. So they're both linked,
if that makes sense. Okay? And again, we
can do the same thing. We can have different views. We can have a chart view, right? We can have board view, right? We can have
just one of these. So if I want to delete
this, for example, delete view, have
the board view, also, I can lock views. So I just go here to settings. It's the three little
kind of dots here. And now it's locked. So, look, I can't
create any more views. In case I want to share
this as a template. I don't want people
messing around with it. Then I can do that, or
I can unlock and then, look, now I can create
more views again. So just a handy
little thing, simple, very helpful of, you know, having your database exist in multiple places without
having to constantly go back. And that's the whole point
is to save you time and ultimately save you money and organize and
clarify your life. So yeah, you can use
this as you see fit. Very, very helpful little tool. And now we're going to dive into some more advanced
database features. So I hope you're excited.
Let's get to it.
17. Congratulations!: Congratulations. If you're watching this video, that means you've officially made it halfway
through the course. I know we've covered
a lot so far, so hats off to you for
making it to this point. There's a lot more valuable
content coming soon. But before we get
to the next video, we simply want to ask if you
found value in the program up until this point to take 60 seconds to leave
your honest review. Of course, we will
immensely appreciate this, but also your feedback will help hundreds of future students in choosing the right
program for them. So leave your feedback
now, and of course, if there's anything
we can help you with, please let us know in
the Q&A section below. You're doing great. Keep going. And with that being said,
let's get to the next video.
18. ADVANCED Database Formulas Using AI: This is pretty advanced. So in this video,
I'm going to cover not just the most
comprehensive list of notion database
formulas anywhere, but also show you
how to literally within seconds and with
zero mental effort or very little mental effort, create infinite formulas to do whatever you want with
notion databases. So it's a pretty big
promise. So let's get to it. So first, you can access this complete notion
formulas page and template, which you can use and reference, and I'd encourage you to do so, which is part of the
student exclusive templates here in the course that
I've custom built for you, so you will not find
this one anywhere else or even similar to this,
because it's custom made. So basically, like we
referenced before, I have just a kind of
example, let's say, like, a YouTube content planning
database that I have created and actually had
ChachuBT help me to create. As an example. And
with databases, we have all different
kinds of things. We have text properties, we have date properties, we have numeric properties,
all different kinds. And we also have
formula properties, and that's really the type
of property we're focusing on because of how advanced
you can get with it. So, to show you
how this is used, we'll go back to our
ocean formulas, like, for example, basic
addition, right, looking at the current time,
current date, et cetera, replacing information,
if then and or function. So, if then this and if
cell A contains this, then this, if not, then
B, and so on, right? Now, you can use these, of course, they work, use
them, reference them. That's amazing, especially
more the basic, like arithmetic and
things like that. But how I use and
recommend using for more advanced
formulas is using AI. So I'm going to show you
both, kind of just some of the basic formulas and then
some advanced formulas, both of which are just
as easy as the other. Okay. So going back, this is just a
database that I have created purely for example. And if you would like
this, let me know, and I can add this as well
to the student resources on top of the 21
other templates. And here, so basically
what we have is, you know, YouTube
video title status? Is it filming? Is it editing? Is it the idea phase, right? We can kind
of see that here. Published data if
it's been published, the number of views it has,
the number of likes it has, which doesn't really
make this is published, but it's just example data, engagement rate, due date, et cetera, and
other information. Okay. So we have two things. We have views and likes here. Let's say I want to divide
likes by views to get a sense. Let's say that ratio
is important to me, and I want to just do that
mathematical function, likes divided by views, and the higher means higher engagement rate, and
that's a better metric. So we want to track
that. So what am I going to do to
make this calculation? So we already have this
filled in. That's great. Okay? We're going to go
is create a new property. We're going to go down
and select formula, which I'm kind of
covering down here, but you see that formula, click. And here we'll just say
like to view ratio. And I can change
this. I'm actually just going to leave it
as it is. That's good. I can change the
icon. Boom. So it's over here. I would
like to move this. When I'm making calculations, I like those calculations to be directly adjacent to whatever I'm calculating
as much as I can. So here, we have likes
divided by views. So I can W I click here,
it looks really scary. But what we can
do is equal sign. Sorry, we'll go down here to
views or sorry, Ls, divide. Views. Save. No equal sign, by the way, that's
with Google Sheets. So here we go. So we literally have this
metric, and of course, we can edit this
database if we want, edit the property,
Decimal places. Well, actually, let's
do number format. Let's do this in percent. That's going to be a
better representation. And decimal places,
let's do Zero. Okay. So again,
pretty basic, right? Now, how this works
is a bit different. It's not like with other places, you know, create
the formula, you'll select a cell and then do that. It's all kind of here in the notion formula tab
that's open right here. So again, I'm just
gonna click here. And you have to
have the properties already created to create
those formulas, right? So I already have views, and I already have likes
created. So I can do that. I can do, you know, for example, just to show you views
minus sign and then likes. Hit save, right? That's
percentage format, and we would need to
change that there, right? So we go back to Edit property. We would change the
format to number, right, because it's subtraction, and we would change
the title here, but some basic things we can do, you know, addition right? Ooh, get rid of that. I don't
know where that came from. So views, plus likes, save. So it's actually pretty
straightforward for some of these more basic formulas. I was like, Okay, this is easy. And it is for those
more basic formulas, where it gets more complex
and what's actually amazing is kind of the
custom ability we can do. So I will hide this because that's just
purely for example. And if we look over here, okay? So we have overdue
progress, right? And some of these other
things, engagement rate. Now, if I click here, we can see that this is
a formula, right? So if I click here into this property, look
at the likes column. If I click here, it just
shows text or sorry, a number because it's
a numeric format. Right? If I go over here
to status and I click, we have all these
different options. This is a select I'll show you. Edit the property. What
type of property is this? It is a select type
of property, right? Where this, if I can
click, there we go. This is a we got to
edit property, numeric. Where if I go over
here do engagement, we can know what
type of property is by clicking, it's a formula. Okay? So that's why when I
click, it looks so different. And this I did not create. Chachi B created this for me. And that's what
I'm going to show you kind of how to
do here in the next. So there's the basic of where
you just purely, you know, use these different kind of formulas here and
you can copy and paste them like I kind of
shows you here or just recreate them really is what you would want to do
and use that for reference, like I showed you, or for
more advanced is using KHPT. Now, you may be wondering
why are you referencing KachiBT? Don't Noon have AI? Yes, they do. So we're
here on the page. This database is
inside of the page, and I'm just clicking
down here in the bottom and hitting space. And we can see all of
Notion's AI commands. Now, what do we not see here? And I hope and believe this will change in the future
to where Notion will have a specific AI
functionality for formulas because I see
huge potential here. I use HAHIBT for formulas often and it'd be
great if they integrate. But right now, it's draft
and outline, make a table. That could be helpful of
making a table using AI. Brainstorming ideas,
getting help with code. It's not really code.
It's a formula. So there's nothing really
specific here with Notion AI that's going to
help me create a formula. You can kind of play
around, and it is helpful. But I played around with
this, and it kind of varies. And really, number one, you have to pay for
Notion AI add on, which can absolutely
be worth and valuable. For me, I don't
Well, actually, no, we do actually have
it because we have the plan to get
grandfathered in. But anyway, we do have it, but hachBT is free. And it works really well. I've used it for a
long time doing this, and it actually improves,
like every month as well. So, you can save
money by doing this. But I do hope that number one Notan will begin
more to integrate with hachBT and also improve
their AI functionality, which they're
absolutely going to do, just kind of keep that
in mind for the future. Okay. So until then, to
show you a real example, alright, of how I created
formulas like this, like this overdue formula or
this progress bar here is create a free hachBT
account at chatgpt.com, which will also be linked in the resources section
and from there, create your account, login, super simple and
straightforward. You get started with a free
plan you don't need to pay. And if you're already
paying, that's great. Click on New hat here
on the top left, very similar with Nan, actually. So new chat. And then
once we are here, we can ask hachPT, Hey, here's what I want
to happen with the Nan database, M
this formula happen. So I'm going to give
you a real example. So now that we have both set
up, we have our database filled out and we know what we want to do with a database. We know the formula
that we want, and we have ChachiPT open, we can make it happen. So again, I'm going to
create a new property. It's going to be a
new formula property, and let's make this
Engagement pass, fail or engagement PF, and we're going to
do thumbs down, see if it passes or fails. See if our engagement
for that particular video was good or not. So basically, engagement, just the percentage of
interaction with that video. The higher, let's
say that's better, and the lower, let's
say that is worse. Okay? So we're going
to put that over here. We already have engagement rate, which is calculated here. But now we have
engagement pass fail. And basically, actually, I
want to move it right here. So you can work with
your base data here. You can also work
with other formulas. And again, I'm creating
this for the first time, so this is a real live example of how I use Chagpa
to create formulas, and it's not pre made kind of came up with
this on the fly. So basically, if a video has an engagement
rate above 15%, I want to get a message,
something like, good. If it's below 15%, I want to get a message
that says, like, bad. Okay, kind of like what we
did here with overdue, right? If the published date, you know, if then function, right? And then if X, then it gives us this text. If Y, then it gives us this
other text here, right? Looks really scary if
you're not familiar with, like, formulas coding,
but it's so so simple. And there's no reason for
you to learn all of this when tools are continuing to
improve, improve, improve, it's just going to
become outdated for you to learn this
yourself when you can just rely on tools
and especially as AI with Notion Improve. So anyway, go to ChachBT
and we say Hello, notion, formula,
creation, expert. And yes, use that text. It will help you. Hello, notion, formula, creator, expert. We have a property in
our database called. And what I recommend
doing is make sure you copy and paste this exactly called engagement rate that is expressed in
percentage format. Okay? Because as we see here,
right, percentage format. FYI, it's a formula
property type. We have a new property called, it's the one
we just created. Engagement pass fail, where in this column we want
an I then function. If the value if the value in engagement rate
is greater than 15%, then we want a pass message
with a green check emoji. If engagement rate
value is less than 15%, we want a fail message
with a red hexymogy right? Whatever we want. And
we can change that up. Give me the best formula
that works that I can copy and paste into
my notion database. There we go. And you can misspell it picks
up on all that. Look how quick this is. Alright? Right? Now, this is a bit of a more simple function
that it would be good maybe to know some
of those basic if then, like we see here in notion. But I'm doing a
more simple example because obviously, the longer, the more complex and the
more describing I need to give to ChachiPT and I
would just spend, you know, 30 minutes just talking not really 30 minutes,
but, you know, a few minutes talking
to ChachiPTe, which is sort of
a waste of time. So let's go here. Let's
see if this works. So, literally ChachPT gives
us this exact notion formula. It knows the formatting. So we go here, let's
see if this works. I've not done this
Command vita paste. Hit Save. Ah, and look at
that. It does not work. And that is actually something
that I wanted to show, so that's actually
great because what I do or what you can do is actually just
copy this text here, right? So if your formula has errors that notion
isn't able to read, then it gives you the
error message of y. So cannot compare text
to number, right? So like, Okay, so I'm going
to command C to copy this. I'm going to go to chat say, Hey, your formula didn't work. Here's why. Fix it. That's and you can read
the details of why, but I'm just going to copy
and paste see if it works. I don't care about the details. I want this to work.
So again, go back. I just selected everything here, hit Delete, and then Command V to paste the new
thing, hit Save. Boom. There you go. So let's see if it
actually worked, okay? And that was a great
example, and that's very typical of how to use Chachi BT. It often makes mistakes. But then you just
literally I could have just literally copied
and pasted that text in, hit Enter, and Chachi
B would fix it. And that's very, very typical with the more advanced kind
of formulas that you get. Now let's see. Remember,
if engagement rate is above 15%, then pass. If it's below, then fails. Well, let's just do a manual
check and see. This is 19%. It's more than 15, so it passes. 14 is below 15, so it fails. 14 Excuse me. Sorry. Is also below
15%, so it also fails. There we go. Okay?
So this is working. And yes, more of
a simple formula. But for those of you
who are like, Oh, like, I'm clicking around and
if then and all of that, it really makes it easy. And again, I really
hope that notion improves their AA functionality, which I believe they
will and maybe integrate directly inside of
cells to where you can click and then use AI within the given kind of property, but it
hasn't happened yet. If that does happen, and I have a feeling that that is going
to happen in the future, I'll make an updated
video then about it, but this is just the
best way so far. And again, like, what
are some other look at all the different
formulas I've had. And it's a lot of if then, of course, in this specific case. Actually, I want to show
you one, this progress. So you can kind of see
here if you look in, okay? If status, okay? So if this stato, I
don't know why it's. Let me scroll over.
Okay. So we see the status property on the far left, right,
without me hovering over. Filming, editing, Ida published. And if I actually
click here, Idea scripting filming, that's
kind of the order. Well, I want to
know the progress. Like for this video, I
want high level progress to know, like, are we on track? Like, how far are we with
this given video idea? So I created this formula,
where Tasha Bt did where if the status equals
idea, the value is 0%. If status is
scripting, it's 25%. If status is filming, it's 5%. If status is editing, 75% and if status is
published 100%, right? If we published it,
it's 100% done. If we're just coming up with
the idea, it's 0% done. So we have here idea, 0%. And you could go
in and, of course, use the notion formulas
if we scroll down two are kind of like
if then, right? Logical functions
and do it that way. For me, I get mixed up a lot. It's just the way
that my brain works. Even if it's the
same amount of time, I prefer to use Chachi BT, because I find that
it's much more efficient for me, but
it depends on you. And if you're much
more familiar with coding with building formulas, then this is probably going
to be the best for you. But for most users, I believe it's going
to be Chachi BT, but we're all
different, of course. So you can use whatever
route you want to get to the same endpoint
that's the most efficient and enjoyable for you, which is kind
of the whole point. So that's just a little bit
more about notion formulas. Powerful, simple, advanced. You can have formulas within
formulas if you want. And I really recommend using
ChachiPT as your ally here. You don't need the
paid plan. I'm not pushing any kind
of paid plan here. You can absolutely
do this for free. You will see better results
with the paid plan. But yeah, no need to
waste your money, save it, improve your
efficiency, improve your life. If you have questions,
of course, let me know. And that being said, let's
get to the next video.
19. Filter, Sort & Group Databases in Notion: This video, we're going
to cover filtering, sorting and grouping
database data within notion. So first thing you need is
your handy dandy database, which in this case, is the
one that we created together. The next thing to demonstrate
this was actually very simple but extremely helpful and definitely
an advantage over other tools like
Google Sheets and Excel. So here we have our
database labeled original just to keep track of the different kind of views, the filter sorts and groups
we're going to create versus the original actual database, which doesn't change. So here I'm going
to click click on Duplicate For this first name, I'm
going to call it filter. Alright. Go back to original. Click on Duplicate. We're going to call
this one sort. Go back to original
one last time, click on duplicate, and we're going to call this one group. Okay. So first here in the
filter as you can see, all of these databases are
all identical at this point. The only difference is the data that's going to be
visualized displayed. So first here, we're
clicking on the filter view. Up in the top right,
we have the option here that says filters, so
go ahead and click on that. And we can filter the data by any of the properties
that we have here. So it's just showing
us all the columns or all the properties that we've
created in this database. So let's say we want
to filter by status. And we want to see anything
that is not started, okay? So as you see, instantaneously
when I click on that, but when we see the only
projects that are not started, now let's say we want
to see the status is not started and
is in progress. Then it shows us that. Then it can show us
everything, right? So as much or as little
as we want to include, we can have that
here, click out. And as you can see, we have the original data
here, we have the filter. So the original data is
unchanged. It's still there. It's again, just
the way that you view or organize the data
is the only difference, which is why I recommend kind of creating these
different views here. So this is the filter. As you can see, the filter icon is now blue, and
if we click on it, then we can see over here
this is where we edit, Blue basically means there
is an active either filter, sort, automation or group on this database.
That's all it means. So these could all
be highlighted blue. They could not be
highlighted blue. It just depends on what
you're doing with your data. And I show you one
other cool thing, so we have status is. And if we click on these
three buttons here, the three little dots, click
on Added Advanced filter. So status is not started, and we can add a filter rule. And let's say that the person
contains let's do Sumner. Okay? Well, in this case,
it's going to be Allie. And can do both or
we can just one. So this shows me, okay, show me all the projects that are
not started that Ali needs to start that Ali needs to
do that are not started, right? That's what
these are right here. Okay? And if nothing
shows up, that means there's nothing. So
that's really great. If you just want to log in,
Hey, what products do I have? What projects are
the team working on? You literally just
click, you know exactly what you need and
what you're working on. And that's honestly
really simple. So there's the basic filtering of just that one single filter, or you can kind of
do both, right? And it's both and or. So this shows me status everything that Allie needs
to do that is not started. This shows me
everything that's not started or any project
that has Allie. So there's a lot
more, right, because we have Ali's
working on this one. Allie's working on
this one and this one, and also this is not started, this is not started, okay? So yeah, that's filter
number one, pretty easy. Number two, we have
SRT. So for SRT, as you can see, it's identical
right now to the original. In the sort view, we're going to click on
the sort button here, same idea as the filter. And we can sort by
any of these columns. So we're going to select
date so date ascending, we have the soonest to
the latest in the future, and then descending the latest off in the future
to the beginning. So we're going to
do ascending, okay? When I click out of
that, as you can see, we have an active
sort on this view. Data is descending, really
helpful, really cool. But what makes it cooler is
that we can get advanced. So we can actually add
an additional sort just like we did
with the filters. And let's do status
for this one, as well, because that
would actually make sense. And as we can see,
what happens when I change status from ascending or descending, nothing
happens, right? And I'll show you why. So
we'll start with ascending. And the reason for that is, this is a hierarchy you've
automatically created. That means whatever's
on top is the dominant. So that's the dominant sort.
That's the default sort. Then underneath is
the additional sort. So first, we're
going to see all the projects from soonest to latest. Then we're going
to see the status, what needs to get done
first versus last. And in this case, you know, because the date order if
we had the same dates, like, for example, I'll
show you if we change, let's copy see if we can copy. Actually, let's see if we
can drag this down. Boom. There we go. Not started
in progress, right? So if I do this,
watch what happens. Those top two rows switch. Why? Because we have
the same project or we have the same deadline
for two different projects, February 17 for two
different projects. So then it changes. Let's set this back to what
it was, go back to the sorts. And we're going to do is now
prioritize status over date. So we're organizing all
the data by status. And within that, if there are two projects with
the same status and the same different status, but the same date, then that'll kind of update,
if that makes sense. I think I'm tripping
off my words here, but you get the picture. Whatever's on top, that's
the fill the main sort. And anything underneath
that is the sub sort. It sorts the sorted data,
if that makes sense. And you can even go deeper and keep adding adding
sources, adding sorts. And this really makes
sense if you have a much larger database that you're dealing with,
which is very realistic. That can be really advantageous. If not, if you have a
smaller database like this, you only really usually unless, depending on your goals,
need one of these, okay? So we're just
going to leave it. Actually, we're
going to rearrange. I can remove like this. And if I want to ever remove
this entirely, I just click on Delete sort. So I just go here to the
sort, click on Delete Sort, and that just deletes the sort, but keeps that database intact without deleting
the whole database. So be very careful when
you're deleting things. If it says Delete
database, don't do that. I've made that mistake many times. Alright, so
that's sorting. Sort the data, organize it
from least to greatest, from soonest to latest,
basically like that. Where filter is show me XYZ. That's the way I think about
it in my head for notion. And then last but not
least, we have grouping. So again, just to show
you, same as the original. What we're going
to do is click on these three dots
in the top right. We're going to click on group because that's
what we want to do. And we can group these by, again, any of these properties. So I'm going to
say person, okay? Why did I group by person? This immediately shows me, okay, here's all the
projects that Allie is working on or needs
to do or is complete. Here's all the projects
that Sumner is working on or that
are complete, okay? And I can always change that if I go here to group, right? Click on group, group B, and
we can select any of the. So let's do again with status. So everything that's not
started, we can see that here. Anything that's in
progress, we can do that here and anything that is
complete, we can do that here. And to go further, right, we have filter,
sort and group. Well, we can always mix
any of these together. That's the whole point
of building blocks. So that's where this
can get really, really advanced and
pretty amazing. So let's sort. The sort's fine, because it's not started in
progress and done, so I like that, but let's
filter to just show me. I want to see me. So Sumner. So with this group, this shows me, Sumner, all the projects
that are either not started in progress or complete, which is really beneficial
for me because it uses both. As you can see, a filter,
and a group based on status. And, of course, if I want to
remove this, I go up here. Go to the three dots over here, click on Delete Filter. So we just delete the
filter, but keep the group. We could do the opposite, remove the group,
keep the filter. So you see how this
can really build out. That's filtering.
Basically, show me this or this or show me
this and this, show me. Sorting is organized
from greatest to least, soonest to latest, all of that. Grouping is break
this out for me. Those are the three
ways that I understand. And as you see, they
work very similarly, and you can go on top. Also not to add too
much confusion, but everything can be combined. Like that's the best way
I can describe the egos, because here in the group, what we can also do
is change the layout. We can change the layout
to board view, right? So it's not just a default
board view of, like, Oh, just organize this whole
database into a board view. It can get really
specific to where, again, we are just Well,
in this case, what was it? We were grouping by status. But we can do, actually, if we go to filter, okay, is we filtered by.
Let's do this. We just want to show the person. So let's remove this and just
show Person is Allie, okay? So show me all of
Allie's projects, and then we can make the view. Da da da da da. There
is layout. Board. There we go. So me,
I'll say, Well, I want to see all of Allie's projects if
she's not started. She's in progress
and are complete. And I like this
organization better than the previous table organization because it shows me all this data that I
don't need to see. Oh. Actually, I removed the
filter. Hold on. Where it. So anyway, it should
just be person. I don't know what I did there. Allie. Perfect. And again, go back here, layout we're
going to do by board. There we go. Now it shows
me all the projects for Allie that are not
started in progress and done. And again, I like this
more than a table. So you can mix filters,
sorts and groups together. All of them you can
mix together, and you can mix those with views. So what I always recommend if this is overwhelming
is just think, What are you trying
to accomplish? What do you want to accomplish? If you're not really sure, well, you can brainstorm right
down on a piece of paper. You can ask Chachi
BT, you get the app, talk onto your phone, like, Hey, this is what
I'm trying to do? What would be a good
way of this or like, how can I just show
the most important information without
getting too cluttered? Boom, and there's your answer. So really simple, really powerful. Hope you
found this valuable. If you have questions of
courses, always, let me know. And with that being said, let's
get to the next tutorial.
20. Linking Databases Together Using "Relations": Now, let's say that you have two separate databases that you want to link together or relate to where when you
update one of the databases, it automatically updates
the other and Visa Versa. Or if you want to pull data from one database into
the other database, here's how to do it
using relationship. So we're going to
cover relations and roll ups here with
notion databases, specifically focusing here
on relations. Very simple. So as you can see here, we have two separate databases
in this page here. So we have business expenses and then business
expense categories. So basically, we have
these different expenses, and we want to categorize
them with these categories. And basically let's say, for whatever reason, we want to keep the databases separate, but we want to pull
this data here into our business expenses instead of copying and pasting
them over as tags, for example, which you could do because we want
that relationship, what we're going to do is
create a new property. So I click on Plus,
just like we've done before. We're going
to scroll down. And you're going to
see here, there we go. It's going above
my head, relation. Go ahead and select
that in this case. So we're creating the relation from the business
expenses database. So we want to link to our
business expense category. Again, these are on the same
page in order for clarity, otherwise, it get too confusing. But these can be
in any location. So we're going to do
business expense categories, so click on that. Great. So limit, leave
default as no limit. And then I like to have
this two way relation to where I can update kind
of on both end, right? And just leave as is.
So we're going to click on Add relation, okay? So watch what happens. Alright, so we have a
Slack subscription, ok? It's $15. Here's
when it was paid. Great. For our category,
go ahead and click here. And you see this dropdown, this dropdown is
automatically generated from our list of
business expenses here. So, in this case, let's say this is a operational expense. Google Ads over
here, let's say that is marketing and sales,
which is down here, right? It's linking here
in our database. Video editor that is
employee contract, new monitors, we'll say
that's miscellaneous. And lastly, for
legal consultation, we'll say that is taxes
and regulatory fees. Okay. So, that's great. It automatically
pulled everything in without us having to recreate. Awesome. But also,
because this was two way, when we pulled the data here, it automatically updated
and created that kind of two way relationship with our business expense
category database. So for operational expenses,
and let's actually do this. Let's say that legal consultant or let's say new monitors,
that was also operational. Let's just say that
operational expense, okay? And we'll see what
happens. So we have two operational
expenses here. Well, both of them show up under operational
expenses here. So let's say we want to
categorize and we have a separate database and a certain view that
just shows us, here's all the different
expenses, operational, employee marketing, et
cetera, and it shows us. And then we can see, Oh, that's interesting,
new monitors. So we can go ahead and
click on new monitors here specifically
because there's two options to choose from. And as you can see, this
opens up and takes us to that original business
expense database so that we can basically link and relate multiple databases
together, right? So it's really powerful depending on what you want to
do. Now, this is relations. We're going to go ahead
and dive into roll ups, which will make even more sense, let's go ahead and
get to that video.
21. Automatic Calculations Using "Rollups": This video, I'm going to
show you how to create simple yet powerful roll ups to basically aggregate
and calculate data in one database from
another database. And that might sound
a bit confusing. It'll make sense
when we actually show you, so let's get to it. So first things first, in order to create roll ups, you need to have a relationship. So if you skip that
video, go back, watch the relationship
video right before this, and it'll lead directly
to this point. And as you see again, we have our business expenses and
business expense categories, which we just created, and we created
relationships for. Now I'm going to show you
how to create roll ups. So Again, this is
about extracting, aggregating and
making calculations based on another database. So let's say this.
Let's say that I want to have one column here, one property that
shows me, okay, all of the operating expenses, what is the total automatically
calculated for each? So basically, total operating expenses, total
marketing and sales, total professional services, total travel and entertainment, total training and education, all of that. So how
can we do that? Instead of manually going through and creating
unique formulas, we can automate all of this or largely automate
this using roll ups. So we're going to
click on the plus sign here under business expense
category because we want to take the sum of all of
these overarching categories. So click on the plus sign. Here we are going to go down and scroll until
you see roll up. So click on Roll up, and I'll move myself out of the way
so you can clearly see this. For roll up, we're going
to have the name be total. We're going to even
do total cost. Type is roll up, great. For relation, you have to select from one
of the relations. Now, we only have
one relation, right? You can create
multiple relations, of course, and to multiple
different databases, to keep things simple, we
have the one relation, which is why there's only one
showing up here, of course. Now for the property, we want to select
amount because, again, we want to
calculate a number. Now, I'm going to
exit out of this just to show you and how we can always manipulate
and change this later. So what do we have here? So we have anywhere in our first database where
this is categorized, and I can always move this over, as I've shown before. So all of the operating expenses listed here are listed under here under operating expenses for all employee
contractor costs. So any of these costs that fall under employer
contract, come here. Now, aside from just being
listed in the actual names, which is also helpful, we now
have the costs listed out. Now, we want the sum. So why is this
showing me $15 3,000? Because for operating expenses, we have a $15 operating expense, and then we have a $3,000
operating expense here. Actually, so there we go. So if we go back to this property. Click
on Edit Property. We have the calculate function. This is what's really powerful. So you don't just want
things listed here, which is really kind of the
whole point. Go to calculate. And with some different options, we can take percentages.
We can count. But I like to go
to more options, actually use this
the most, but it depends on what you're
trying to achieve. And we can take the average. We can take the median,
the min, max, the range. We're going to take the sum in this case because
it's total cost, okay? It out of there. And now instead of having them
separated $15.03 thousand, it's aggregated into $3,015. We've taken the sum.
And this is dynamic. So it's already updated. So if we go back to our original
here and create something new, let's say, new expense. Okay? And let's say it falls under research and development. So let's look at research
and development, right? We have $0 here, currently. Now I watch what happens
when I update this. Let's say, like $500. Well, now it automatically
updates here, right? And let's say if we change this. Let's change it to
insurance and license. So pay attention insurance and license down
there at the bottom. But they change? Let me get rid of this. We just have one we
can always remove. There we go, insurance
and license. There we go, and so on. So of course, this is kind
of the basic building block. You can really build this
out and get more advanced, but that's really it
relationship is taking data. Well, first of all,
linking the data in two different databases together and even
previewing that. And then once you have that, then you create roll ups which automatically aggregate
if it's text data, for example, or even
run calculations, percentages, sums,
averages, et cetera. Like for example, if
we want to change this instead of the total cost, we wanted average cost. Then we go to AdditPperty, calculate and instead get
myself out of the way. We can go to more
options and do average. Then it shows us the average. And there you have it. Relations, roll ups, not
something to be scared of, something to kind of
have in the back of your mind as you're
creating databases, especially the more
and more you create, keeping everything
organized, connected. And here's just another
way that you can do it. So, of course, if you have questions about this
or anything else, let me know in the Q&A section, with that being said, let's go ahead and get to the next video.
22. ADVANCED: Database Automations: I hope you're excited
because in this video, we're going to be covering
database automations natively within notion. Later in the course,
we actually have a specific video
dedicated to automations, integrating databases
with Slack, which is really powerful
because, as I know, many students and myself included use Slack with
their teams to communicate, and it's really great when
everything gets integrated. But this is kind of part
one of the automation, and I may have
future videos about this as well if there's
enough student demand, but this is really amazing and something that really
sets Noon apart, especially with its ease
of use with automations. Okay, so first things first is we need a database like usual. And I find that
automations are especially beneficial when you have project and task
tracking databases. Now, automations can work with
any database that you have. As usual with Notion,
the sky is the limit. You can build your
ego city with this, but it's especially powerful
with project management. So Alright, we're going to go click on here
in automations. Now I'm going to go
ahead and delete this show you how to
delete automation. As we saw before from
filtering and grouping, if there is a highlighted
kind of blue icon here, it means that the
database has that. So it either has a
filter if this is blue, it has a sort if it's
blue and has automation. In this case, we
have no automations yet because I just
deleted the last one. So we're going to
go ahead and create two simple automations,
really powerful, very highly used as
well before we dive in later in the course
into integrating Slack and then
automatically notifying your team members when changes to the database happen,
they get notified in Slack. So anyway, click here on automations. From
here, we want to name. So I'm going to say, let's say, update, date completed,
when task finished. I like to be detailed
to really know exactly what automation is because you can create so many, it's really important
to keep it segmented. So you don't just
want automation one, automation two, be
detailed with it. And how automations work is when X happens, then Y happens? So when some kind of change is made or
updated to the database, then something needs
to happen either in the database or can even be
externally to an integration. So let's say the
following, New trigger. You can have this automation
when any property is edited, but I like to look at
the properties here. And this is really what
you want to focus on. This everyone here, this
is, as you can see, it's new we can notify
every day, right? So every day, we can send a
message right to somebody, again, slack, email, things
like that, which is powerful. Again, that's covered later. So aside from that,
what we have, let's kit cancel,
and remove my thing. Okay. Go back to automation. Again we already named
it, so I'll just, you know, pretend it has
that name for trigger. Again, ignoring
all this up here, really where you're going
to spend time is down here. That's the point that
I want to get across. And we're going to
have when the status changes, okay, to complete. So anytime the status column when that project is now done, we're going to have a new
action where we're going to edit the completed date column. And specifically,
we're going to set the complete date to the
date of the trigger, right? When the status is set to done, that's when the project
was complete, right? Because if you set it
to done, it's complete. So let's click on Enable
and I'll show you exactly how this works. Boom. So now it's enabled.
Again, just to verify, we can click. There we go. Again, I can edit the name, which I'll leave as is, right? It's update the
complete date column. Alright, so when status
is updated to done, this column gets updated
with that complete date. So let's play around here.
We have a new task here. I'm going to put this as done. I want to
see what happens. So I'm going to wait
a second. This is all live. No pausing. And in just a few seconds, we can see that the complete
date is updated for, in this case, the date
of today's video. So obviously, if we go back to In Progress,
what's going to happen? Nothing. And another
really powerful automation that we can create back here because we can
create multiple. Click on New automation. We'll say Sumner
website. You'll see why. For the trigger, let's
go down and select tags. I'm going to unselect, so there's no options and
just select website. And let's say anytime a new project is added or
updated in this database, and it contains
website as the tag, Sumner needs to be the assignee anything
dealing with our website, that's
Sumner's job. So anytime there's
a project with the website tag, Sumner
needs to be notified. Summer needs to be
updated. So tag contains website. Okay,
then what do we want to do? Then we want to edit property, Assignee and select
Sumner, hit Done. So anytime a project
has the website tag, replace the assignee
or even update the assignee with Sumner Hobart. We're going to click on Enable. There we go. So now we
have these two active, as you can see here.
So let's try it out. All right. So let's
go down here to our new project, and
we're building it out. So let's say website, right? And just
wait a few seconds. Look at the assignee column
over here, and boom, automatically we see Sumner
Hobart has been updated because any project that revolves around the website,
Sumner needs to know. So then Summer gets
notified. This also works. Let's go back to this, right? Branding, I'm going
to out of branding, and I'm going to choose website, okay? Let's see what happens. So I am now updating a past
project, and there we go. It was somebody
else. Now it's been updated for Summer
Hobart. Of course. If you want to, you know, make this happen for
all of your tags, then you can create multiple automations to
make sure so we could have, Nate for whatever it was, Nate for video production, Sarab for marketing, et
cetera, if that makes sense. So, again, this is kind of
like the surface level. It's really simple. That's it. When
either something is updated or changed in
one of these properties, then make X Y and Z, changes our updates to
these other properties. That's it's really that simple, and, of course, the
sky's limit here. Really, really amazing,
exciting stuff, especially when we
integrate with Slack, which is really cool. Super excited to share that
video later on the course. And if you want, you can
go ahead and skip to that video if that's
pertinent to you. And if not, you don't
even know what Slack is. You've never used Slack,
then that being said, we can go ahead and
get to the next video.
23. Effortlessly Collect Data With Free Notion Forms: Video, I'm going to
show you how to create simple yet extremely
powerful notion forms. Now, notion forms are
similar to type form, survey monkey, Google Forms,
where you can create a form. With different questions
that people can fill out. Send that out to collect data. This can be for job applications and whatever kind of
information that you need. So you can send out this form. Anyone can fill it out,
and then it updates in its own connected database with all the data there that, again, you can manipulate and visualize in different ways. So really powerful. And this is available
with the free version currently with Notion, and
hopefully it stays that way. So First things first, as usual, we're going to create a new page so we hover over. Oh click on create a new
page like we've done here. Once we're here, what we want to select
is the Form button. So go ahead and
click on that, and that'll take us to Notion Forms. So first thing we're going
to do title, description, write our questions, and we have some different
options here, so we'll go ahead and run
through step by step. So form title, let's
say that this is a job application
example, right? The following is a 12 question. Job application,
please allocate. 10 minutes to complete. Alright, something
like that. Great. Next, what I like to do is currently only anyone
that is a member of our workspace here at Hobart Hub kind fill this out, so I'm going to change that. And there it is right
there at the top. Anyone with a web
link, there we go. Now, if you have
the Pro account, then you can remove
branding. You can leave it. It's really not a big
deal in my opinion, depending on what
your purpose is. So I'm going to go ahead and
remove that because I have access to do so.
And there we go. And of course, we need to fill it out before
we send it in. But to send out this
form, it's just up here. Click Copy Form Link, and anyone of the
web can fill it out. So we have question one. Let's say question one.
Please enter your first name. Oh, I don't know why
I'm doing all caps. Please enter your
first name below, dot, and they can respond. As we can see, this is
multiple choice question here. So we simply click here
to edit, so it could be, you know, how many years
of experience do you have? And then to edit each of these, we can say, I'm new. Let's say, less than one year, two plus years, right?
So there's experience. Let's see what other
options we have. So we already showed
you text here, so the respondent
can enter in text. There's multiple choice.
There's also now the option for date for the respondent to
choose a particular date. So in this case, I mean, maybe it doesn't make as
much sense, but maybe, like, what is the date of the last YouTube video
you edited, for example, or you know, select a time or a date that works well for you for an interview,
whatever that might be. So text, multiple choice date, Files in media is our
next option here. So it could be, you know,
an example would be, please upload an example of a digital product you've
created in the past six months. And here, participants
can upload, different files and
things like that. So 100 megabyte, by
the way, file limit. I guess to increase
limit, you might need to upgrade for that. Again, it depends
on your purpose. And we have numbers here. So it could be, you know,
how many hours on average, does it take you to edit
a tutorial YouTube video. Then they can enter
a number in there. Next option, we can have
a single checkbox here. So, for example, this is
actually an example of a question I do like
to have in my surveys. Let's just check this
box if Oh, yeah, or I'll say you
see the box below? Don't check it if you're
paying attention. Or I'll just say, Look
at the check box below. Don't check it if you're
paying ation, right? So attention check
question because we only have one currently available
for whatever reason. Alright, next from
checkbox, email, so like enter your
best email below. If you qualify for
this position, there we go. And so on. Same thing, URL, phone
number, same idea here. But you really get
the picture. Now, a few other important points. So up here, we can
edit the form, of course, you know, adding new questions
like I showed you, there's a couple of ways to
do that, so we can do it up here, customizing the form. So the default color, let's say we want
to make it yellow, confirmation title and body. So once they, you know, fill out the form, what kind of message
are they going to get? Let's say congrats. Or answers successfully
submitted. Check your spelling on this,
of course, before you do it. Thank you for say, thank
you for your time. We will be back in touch if there is a fit
or there's a match. Boom. Great. And that
looks good there, in my opinion. A
customized form. There's also certain
automations. So just like with databases, when X happens,
then it triggers Y. So when any of these, what are called
properties are changed, then, you know,
something happens. So any of these properties, which are basically
our questions, those become our properties, which
I'll show you in a second. Once that happens, then
do X, once, you know, the last question is
answered, for example, then send someone an
email or a message. If you connect Slack
and other things, which I'll show you
later in the course, you can actually send
someone a slack message. So yeah, depending on kind
of what you want to do, they're very similar
with databases as well. Although I don't
really use that too much just because I
haven't had a need for it. Also, going into
individual questions here, if we hit edit, we can add descriptions in case the question
is too short, you know, for whatever
reason, if we want that here for added detail. We can also make
certain questions required so if, you know, you're sending this
out to people and they're getting paid
to take a survey, then all of these should
be required questions. Also here the multiple choice. You know, we can
change that if we ever want to and duplicate. So, you know, we have
this question here. Go down here to
duplicate question, and that makes it easier
if we have a multiple, multiple choice or a
similar type of question, we can easily duplicate. And, of course, we duplicate the form as a whole, you know, very similar to how pages
and databases work, which is exactly the
point of notion. So you learn kind of one
thing and it carries over to where you don't
have to re learn everything, which is very nice. So aside from that, you know, we've created our questions. We've checked them for grammar. They look great, right? Awesome. Then once they're created, boom, responses are
automatically linked here in this pre or I should say, automatically built database. So as more and more respondents fill it out, you'll
see their first name, their email, right, all of the questions that they
answer, or they don't answer. And, of course, we can,
you know, create charts, different kinds of views like
we showed before boards, timelines, et cetera, to visualize this data
depending on our purposes. And especially if
you're collecting survey data, then yes, a lot of these
charts, board views and things like that
can be really powerful. So now that we built our form, we know that our responses
are here and they're prepared to take on data. We're going to click
on Share Form. Again, make sure, so I wanted
to remove Notion branding. Anyone open to the public
can fill this out. So we're going to
copy this form link, and then I'm going
to actually open this in Google Chrome, fill this out, and then see
what happens on the back end. So I'll simply go
here to Google, Command V on Mac to paste, hit Enter, and let's
see what it pulls up. Great. So here we go. There's a little yellow
branding just down there. So enter your first
name so I'll run through this just to show you how this works, right? There's the date. I will not upload this because I have some sensitive files on my side, you just upload a file here. How many hours does
it take you to edit? Let's say, you know, 10 hours. Say 10 hours. Oop. And there you go. Forces
you to actually really like this that other
forms don't do is, you know, if you want a
short answer like this, which can be tax, it
can be numbers, right? If I edit ten here, that's fine. But here, because this
was a numeric value, they have to enter in a number, and I really like
that because then that helps with calculations. Otherwise, in the past,
I've asked this question, for example, literally how
many hours does this take you? And it's ten, 60 minutes, 1 hour, all different kinds, so it kind of forces you
to have a specific number. So it'd say, how many hours on average does it
take you there, ten. Leave this unchecked
if you're paying attention. Great.
And then email. Put example guy@gmail.com. Hit submit. Answers successfully submitted. Thank
you for your time. We'll be in touch. And then they have the option to enter in your email to get a copy,
which is totally fine. So we're good there. Now
let's go back to Notion and see Our responses. So as you can see, obviously this is anonymous because
it's open to the public. If someone in your notion
Workspace fill this out, then, you know, that could
be kind of attached here. So we have name, we
have the email, hours. How many years, right? If we uploaded something, it would appear here
in the file form, submission time, you know, the date of the last CT video you edited, and it fills out. And then, again,
we can, you know, use different kinds
of Charts and graphs, of course, this will
make more sense once we get more data. But basically, then we
treat this at this point, like a regular database. Also, if we go here to the
top right, click here, we can actually export this data right in different
formats, PDF, HTML, I like CSV, including
the current view, which is just here, it could be, you know, we change, right, different views and go
ahead and click on Export. And then you have that in CSB format to re upload
somewhere else, or if you want to
manipulate data that way, if you're using Excel Macros, you know, it's really endless. So simple but really powerful. And again, notions kind of mission to keep
replacing tools and needing everything that
you have digitally in one single, beautiful,
cohesive place. So I hope you found
this video valuable. Of course, if you
have questions, let us know in the Q&A section. And with that being said,
let's get to the next video.
24. Customizing Notion Home Page: Earlier in the course, we
mentioned the notion home page. It looks and functions
like nothing else that you can manually
create within notion. So that is super exciting. And now that you have
the knowledge about databases and how to bring
all these different views in, it is time to learn how to customize your
very own homepage. So let's dive in. First of all, everyone who with a Notion account has access
to this homepage on desktop. Currently, it is not available
for mobile or iPad apps, but you can have it on desktop
app or within the web. And you can find it on the left side menu by
clicking here on home. And the way that this page is laid out is through widgets. So we can go here by sections. We have the header. Then we
have the recently visited, which is a carousel
that you can just slide through and look at the most
recently visited pages. Then you have upcoming events, so that links to
your calendar or multiple calendars as
we're going to show. We have M tasks, as well as any home
view specific views that you can even change
and toggle through, which we're going to show. Suggested for you trending, so quick access
to specific pages and the very last
carousel, which is learn. Now, you have some
limited control over what's showing here, and we can customize
to a certain point, which is what we're going
to cover in this video. So let's start with actually the very corner menu because right here
is where you're going to be able to
show or hide widgets as well as change this
to be your default page. So if you want your default
page to be the home, this page right here, you can select it right here, or you less visit a page or the top page inside Bar
or just the Notion AI. So actually, I'm going to
go ahead and click Home. Every time that I
log in to Notion, I'm going to be brought
straight to the home page. Next, we have show
or hide widget. So we have all these over here. And maybe notion, we'll come
up with different ones, and within time, we're going to have even more
control or more options. But for now, we
have the greeting, which I really like
because you can actually change what
it says over here. You could hide that,
or you can keep it on. I could easily just
put here just Ally. Doesn't have to be like
my workspace name. Next, we have upcoming events so I could hide that or show. We're going to get to that soon. We have tasks,
again, hide or show, learn feature templates, which is at the very
bottom, it looks like this. Feature templates, if you want. If you're constantly,
for example, shopping for templates within
notion, things like that. For now, I'm actually going to hide the feature templates
as well as the learn. Learn is just like
notion tutorials and articles about their
different features. So I'm going to
hide that, keep it clean. And now let's dive in. So the recently viewed carousel
is very straightforward. It's going to show you
recently viewed pages. And as a matter of fact,
within your mobile app, Notion already has
something like this. But however, it
doesn't have all of these other capabilities of the other widges that we have
in the home for desktop. Next, we have upcoming events. So I really like this because we can easily customize
what we can see. So if I click on these
three little dots here, um First of all, you can either mirror
the calendar app. So as you have the Notion app, if you've already
connected to it, you can select right here
and just mirror whatever you have already pre
selected within that, or you can do customizable here. So based on your
different workspaces, what you want to show or hide. So if I hide over
here this week, actually, I'll
keep it this week. And again, because
we've already connected our notion calendar to all of our different
Google calendars, like you can see
as well as all of the databases and calendars
that we have within Nan, I can hide and just select whatever I wanted
to show, for example, my calendar here, and then I can see all of my
upcoming events. Now, if we go back,
we can decide if we want to include events
only for today. So if I do today, I'm
only going to show those two today and tomorrow
three weeks or one week. So that's really, really nice for you to be
able to just have that glance view when
you're starting your day, when you're planning your
week, so feel like that. You can also enable or disable certain things such
as all the events. If you have any all the events
you don't want to show, you can toggle that off, events without participants, events without conferencing
locations, and so on. And you can also hide this entire widget from
your homepage from here. You don't have to go to that top menu if you don't want to. But I went ahead and did
Command Z or Control Z for PCs to undo. And you can also from this page, create a new event by just clicking on the little
plus button here, and then it's going
to take you to the notion calendar, like so. Alright. Next, we have M tasks, and that is super exciting because this is a database that can show you information and tasks from multiple
databases combined. That is something
that as of right now, you cannot do anywhere
else within Notion. Databases are kind
of like separate, but within my tasks
here on your homepage, you can actually
combine those tasks. And the way that this work is, you can bring in tasks from any databases that you
have within Notion, as long as it has the
following three properties. A deadline or any
kind of due date, a status, as well as a
person or an assignee. As long as it has those three, you're going to be
able to bring in those tasks to your home page. Right now, I'm only seeing tasks for this specific
database here, which I can click, and it's
going to take me there. There you go. But let's
say, let me go back. Let's say I want to add in tasks from
different databases. Let me go here to
our two days to do. Here we go. We have a
database right here, and I'm going to
open one of them just to check on the properties. We have a status. We have a deadline, but we
do not have an assignee. We need to add that property. So let's just add, let
me look for a person. Even if you don't fill it out, there needs to be that property. Now, what I can do, I'm
going to close this, if I go to the three
little dots here, for any database within Notan, we're going to see
customized Task Tracker. So within here, let me move
myself out of the way. I have a few options, and one of them, as you can see, is right here, tasks. Se your tasks in home. So we can go ahead and click Add and we just need to assign which property is going to be the corresponding for those three properties
that we need. So for anything that represents
assignee is going to be person because maybe you have multiple
properties of persons. Let's say one person
is the manager. The other one is the
person who's going to actually realize the task. So you can select here which one is going
to be the person, the assignee sorry, which
is going to be this one. Now, pick the property
that represents status. For me, it's going to be
status, not priority. And for the date is
going to be deadline. Then turn into task database. Now if we go back to the
home page and down to tasks, you're going to see that
we can still only see those two tasks associated with the first database,
the task database. And that is because of the
filters that are turned on. So if I click here
on the filters, you'll see that we have
the assignee as me. So anything that is tagged with me as the person
assignee is showing here, and it's only pulling
from that one source, the task database source. Now, I had all of
those to do lists. I just added the
property of person, and I don't want to waste
time just going and filling out the assignee as myself
for all of my own tasks. So we're going to change
the filters here. First of all, we're going
to add the other source. So here we have tasks. And then there's one more
source test tracker. If you cannot see the
source right away, you can always sorry, if you cannot see this
filter right away, you can always add filter here, and you would see here
the option of source. And then any database that
you convert and you're enabled to show up for your tasks is going to be
showing up here as an option. Now we're going to be
adding another filter, and let's add Advanced
filter right here. So let's click here on one rule. And I want the assignee to
contain me, so it could be me. Or let's do add filter, or the assignee is empty. So either one of
those situations, I want those tasks
to show up here as long as it's coming from
those two databases, the sources that I've selected. Now, nothing changed because I have this additional
filter saying that it's only what's showing as me. So I'm going
to delete that. Click here, three
little dots myself. Okay, so click here, The Little Dots, delete filter. And now, look at that. Everything from those two
databases that either have my own name or empty is
showing up here on tasks, which you can change the Satters right
from your home page. You can then go directly to
the task tracker or the task, wherever database you
want to go to from here, and you can even create a new task from your homepage
by clicking this button. And by default, it's going to
be going to this database. It's going to be added
to that database. So if I wanted to
be another one, I could search for it here, which is the task tracker. And then I could add a
new task here could be like record, notion, lecture. And then I could
add my deadline, let's say today and in progress. There we go. Now it's going to show right here on my tasks. So that really is
a game changer. And again, you can look at the different properties or the different layouts,
as you can see. Right now, we have it as a list. I could see it as a
board or a table, timeline, all of that. I'm going to keep it as a list. But again, with each
one of the views, just like you can do
with any database, you can customize here to where it shows exactly
what you want to show. But oh, sorry, let me
keep it as a list. And also, one thing that
it's worth seeing is that your different databases might have tons of properties. So, let's say, for the
Task Tracker, let's see. I have deadlines,
I have priority. And for the other one,
I don't have priority. Because we need to
kind of condense it down to just one database. This is how notion works. You're only going to be
able to see just the standard databases that all
of the databases carry. So if you go right
here onto properties, you can see all of these are shown and these are not shown, but you cannot see, for example, priority or anything like that. Because as of right now, it is limited to those
essential properties from all of the databases. But nevertheless, we
have here an amazing, amazing way to add a gln
see all of the tasks that we do across all of our different
databases within Notion, which is a game changer. So next, we have the home view. So here again, you
can add access to all different kinds
of views from any database that you want. So if I can select
the database here, let's say, I want, for example, my journal entries. So I can click here all
of my latest journal. Let's say this is
something I do every day, and I want to have
it at easy access. I can add to my homepage, and I can even add
additional one. So right here, I have
my journal entries. I can click this menu
here and then new view. And add all of the different views as well.
It could be a gallery. It could be anything that we can do with a regular database. We can do it here within
the home page as well. And again, I could
add new entries. I could create filters. I could select which
properties I wanted to show. Let's say I just don't
want to do the topics, I just want to do
the entry date. I can have it here
customized for me. Next, we have the suggested
for you and the trending. So this is automatically
created by notion, based on the pages
that you use the most, the recent pages
that you visited, or things that are trending, like the ones that
we use the most, it's going to
automatically select for you for easy access. But in the amount of customization that you
have is right here, you could select
different team spaces, different workspaces as
well as team spaces. So right now I have
everything that is our notion mastery
course student templates. I could change it to Hobart
hub and change it back. So only things that
I have to do with specific team space or
the entire workspace, I could have it
here. So that's it. Here is your own
customized home page, perhaps your second brain, and now it's time for you to
go and customize your own. Make sure to go to
your notion workspace, hide anything that's
not important to you. Make sure that only
what's going to add to your productivity is
actually here and visible. If you want to add new
databases to your tasks, go ahead and do that and
you can come back to this video to see step by step how to do that
and how to enable. And if you have any questions, leave those in the Q&A below, and let's get to the next video.
25. Take Notion With You ANYWHERE - Notion on Mobile: This video, I'm going
to show you how you can use the notion on
your mobile device. And I wanted to
have this lecture a little bit later
in the course so that I can reference
things that you've already learned how
to do on desktop, so you know how to be
able to do it on mobile. Now, when I say mobile,
you can also access Notion on your iPad
and tablet devices. So all you have to do
is go to the app store or the Google Play Store to
download the Notion app. And the same goes for
the notion calendar. Right now, they
are separate apps, although you can easily click on things within Notion or
within the notion calendar, and it's going to be
synced and you can go from one to the
other very easily. But just so you
know, you need to download those two separately. Now, for the purposes
of this tutorial, I'm going to be using my iPhone, and right now it's
mirrored to my desktop. So anytime that you see this little arrow right
here doing any motion, that is equivalent
to your finger doing that same action when
you're using your phone. So specifically for iPhones, there is something
that you can do, and I want to show
you this before we even dive into the Notion app. And that is to add
shortcuts as widgets. You can do that in any
of your home pages, but I'm going to slide to the left and show
you right here, these are my widgets, shortcuts. I already have a little notion
right here for you to see, but I'm going to add another one for you to see how
you can do it. So just press and hold your
finger onto the screen, and then you're going to be
able to edit this screen, and then click on
the button, edit, and then click Add widget. So from here, you just have
to look for the Notion app. You can just scroll
down, but I'm going to go ahead
and type in Notion. You could do Notion
calendar or Notion app. I'm going to choose Notion app. And then right here,
there's different pages. So it could be your favorites. It could be your most recent
um pages that you've used. So that's going to constantly
be updated updated. The most recent page that you're logged into and
doing any activity, it's constantly going to
be showing up over here. Or other reasons a longer list. This one is like the
horizontal form. This one is the square, and then you have all
of the different ones. I'm going to do my favorites
right here. There we go. Click and then add Widget. And then again, of course, you can customize this
however you want, can make it look different. There's all these
different customizations when it comes to iPhone. But I just wanted to show you this that you have the shortcut. So if I click Done here, and if I click on
favorites right here, it's going to take me to Noon directly just by
clicking on the shortcut. And similarly, if I go
back, if I close this, and I click on my
weekly schedule, it's going to take
me directly to that page right here,
weekly schedule. So we can now, let me just show you easily how you can just
dive into Notion. You just simply
click on the app. And remember that I mentioned that the Notion Mobile app does not have the homepage that
we normally do on desktop, the new homepage that
Notion provides. Well, it has sort of a version. It is a mix of your left
menu that is kind of like the homepage with
the top carousel with the most recent
pages that you visited. So that comes really in handy because to
be completely honest, using notion on mobile is definitely not the
most efficient way. There are several
or most shortcuts do not work on mobile. It becomes a little bit
difficult for certain views, like databases,
things like that, that you need more
space and you need more flexibility to be
able to work and drag. It's a little bit easier
for sure, not a little bit. It's a lot easier on desktop, but still you have the
ability to bring all of your notes that you've built within Notion
with you all the time. So it definitely comes in
handy to have the Notion app. But I did want to say that
that it's not as efficient. So the way that I would
use and the way that I do use Notion on my
phone is, of course, when I need anything that I
have recently logged into, I love to be able to jump back in in one of those windows. I definitely think
the favorite stab is very necessary
when you use Notion, because, again, it's the
first thing that you see. If you want to log into
something that you access a lot, instead of scrolling
down and try to find it by scrolling and clicking
on different windows, you have those right here, the ones that you use the most. So it's kind of like a
mini dashboard for you. And another thing that
I would advise you to do is to create a page
called quick Notes, because many times you do want to just add something to notion. But because the formatting
takes longer, the commands, the creating of the
things can take longer, maybe you just create a new page and just call it quick notes just so
you can organize it later. So with that being said, let me go ahead and show it
to you how you use all that. So very simply, right here, you can just simply click on any of these and you're going
to be taken to that page. Right here, we have
the M dashboard. You can either use this
arrow here to go back or use fingers to
swipe like that. So using both of your fingers to swipe to the right
is going to go back. And if you're within a lot
of pages like crumbs pages, you can also do the opposite
way to swipe forward, just like you normally
would on your phone. And if you want to add
something quickly to that page, that is something I really
like here on mobile, is you can simply click
this little plus button. And it's going to
add to that page. So if I do that record, it's going to add a
page within that page. So record videos. Don't forget to show
Notion on mobile. For example, and if I do done, this is just like a quick way
for you to add something, and then if I click here on the page and I scroll
all the way down, I'm going to see that that was added to the very
bottom of that page. So, again, it's not
the most efficient, but it's great for
you to not miss the thought and be
able to add to it. But of course, you
can still go into your pages and make changes and edit just
like you normally would. So if I go here, for example, into one of our templates that you have access to as
a student of this course, let's say I'm going to go
here to the to do list, I can come to the
page, and of course, I can add things just
like I would on desktop. So if I click here, I can
still add something new, new task, type in. Hold on. See, it's
not as efficient. So, for example, record lecture. Okay, then if I go back, it's going to be
added there as well. Now, if I want to
simply write something, I'm going to just
scroll past down here. Oh, and one thing that
it's worth reminding you is that if you ever use columns. So if you remember on desktop, this page has the first
column with this database, and then the second column to the right has the
pomodoro timer. So the way the mobile shows is, if you ever use columns, everything on the column to the left is going
to show up first. Then everything on let's say, the middle column and then
everything on the last column. So that's how they prioritize content within mobile as well. So if I want to
add any text here, you can see right down here that that's where you can
access all of the menu. You have the quick menu. You can go back home. You
can search for anything. You can see your inbox, and you can create a new page all through this quick menu. And then you have
the other commands and formatting and
things like that because most of the slash
commands that we use or shortcuts that we use are not going to be
working on mobile. So, for example, if I do slash, normally it would show up
page, image, and all that. But instead, the way that
you want to quickly add something is by clicking this button right
here, the Plus button, and then you're
going to see all of these options could be text, heading, the most used items are going to
be shown right here. Then you can scroll down to see all of the
different options, images, audio all of that. And there's also other
quick ads over here. If you want to add an image, you can just simply
click right here. And then you need to give
access to your photo library, or take photos or access a file. And if I go back here, this is the shortcut for
turn something into. So if I click this right
here and I do reminders, and then I click this, I
can turn into anything. So let's do Heading two. So I turned into Heading two. If I wanted to turn into
a page, I can click that. So that is how Notion has helped us have some
of those shortcuts without being able to
quickly type in and do those commands that is
so easy on desktop. Also, we have here quick text. If I go back, hold on. Quick text, so quick formatting. So if I wanted to do bold or italics or underline,
all of that, of course, I do need
to, in this case, I do need to select Hold on. Let me do a new
text. If I do this. Bold. Let's choose a
different color like yellow, and then I can
type. Don't forget. So don't forget. That's
a shortcut for text. Then this is a
shortcut for comment. So if you want to
comment and tag and you want, just click here. If you want to undo anything, then you can click this arrow right here
and it's going to undo and you can do it multiple times to
undo several things. If you want to mention
someone, here's a shortcut, just click at and you can quickly find someone to
just mention over here. Let me just erase. Then you can use your
two fingers to just scroll to the side and see more shortcut options
like quickly delete, create toggle list, move something up or move
something down. That comes really in handy again because everything's
scrolling down. So if you want to
move that block up or that block down
for side delete, this one is empty, but if
I do again, don't forget. And then I come here
and then I move up, then it switches, it
moves up, and so on. So again, this is going
to show up as soon as you click on an empty
space to start typing. So you can always make the keyboard up like
this or disappear. And you can always make that disappear by clicking this one. But of course, I
forgot one more, which is the AI shortcut. The very first one,
if you want anything, any help and use AI, that's going to be the
very first one with this little face from
the notion AI tool. Now, because of this
vertical format that you get on mobile, Um, I highly recommend you to have a dashboard or a quick links, a sort of menu that you can easily access your
favorite pages. Yes, you do have this recent
carousel, but not always, you're going to be able
to find those easily, and you don't want to
waste time having to search for a page and find it. So again, the My dashboard comes really in handy because you can link your favorite pages there. But let me build one
with you for you too if you prefer instead of the dashboard that we
already provide. So let's create it
here under Private, and you just have to click on this little plus icon
automatically creates a new page, and you can see at
the bottom right here that you have these template
suggestions from Notion. Do you want to do list, a
weekly plan, and so on. But I'm going to do
one from scratch. I'm going to call
it Quick Links. And actually, one thing that many users like to do
is create a sync block. So that sort of navigation menu that you can
access from multiple pages. So not only you would have, for example, access to this
page on your favorite tab, but you can have that
quick menu on all of your favorite pages so that anytime that
you're in any of them, you just have to click a page and go to the next one instead
of going back to the menu. So for that, let's
create a sync block. And again, it is easier
to do this on desktop, but I want to show you
how to do it on mobile. Click this plus
button right here, and let's look for the sync
block option. There you go. And should show up
here, there we go. Now, I could create new
pages within the sync block, but I'm just going to
link two different pages. So let me just create
an empty line, an empty block by
pressing Enter, just so we have that we
need to type in anything, and then I'm going to
go back to plus and then it is link to
page. Link to page. Here we go. So I can click here, and then I can select my page. So I'm going to do
my today's to do. Definitely want to be able
to access that very quickly. And now you know
why I added that extra empty line right here
because when you don't, if all that was inside the sync block was the
link that I just added, it gets so annoying, to be honest, trying to add
new things and drag with your fingers because it ends up clicking on the page
and going to that page. So I always like to
give that extra room, so I like adding new lines. And then, for example, I can
go ahead and click again. And then link to page. Let's say I want
my vision board. So you can add
anything that you want to the sync block
and have it sort of like a navigation bar or a menu from a website that
no matter where you are, within the website,
you can easily click on those most
important pages. So you can treat
it the same way. And if I just got rid of
this extra line over here, the way that you would do that is similar to how
we've done on desktop. Just hover over it.
Over the sync block. And once you see those
three little dots, click, then copy Link to block, and you can just paste that in any page that you'd
like and then sync, and then that's going to be
showing up on all of them. And just like with any page, you can easily add an
icon. Let's say one here. Links easily add an icon
or you can add covers, things like that, just like
you can do it on desktop. Now, a few other things
I wanted to mention is, although notion works offline, some things may not
load correctly. For example, I've tried
doing it while on a plane. So databases would fully
load, some would not. Some images might
not load fully, but you can still
make changes offline. Let's say you're
adding things to your reminders or
adding new tasks. And then once you're connected
again to WiFi or data, that is going to sink. Across all of your devices. So make sure to
not make changes, let's say, you use
offline on your phone, and then you use
offline on your desktop on the same page that can cause you to lose
some of the data. Last thing I want to show
you is that just like we have the web clipper Chrome
extension for desktop, you can also use the share sheets that
have on both iPhones and Androids to add anything to your notion to bring in
articles, to bring in images. So let me show you
example of that. So let me go back to you here, if I open my Google Chrome, and let's say, for example, I'm here researching for
watches that I want to buy. I can simply go to the
little share icon, just like you would if
you want to message to someone or send
it somewhere else. Click on the Share icon. And then you're going
to see here that Notion is one of your options. So you can just simply
click on Notion. Select the workspace that you want and then where
specifically you want it to go. Now, this is going to be
created as a new page. Wherever you select here
is going to be a new page. So go ahead and add some text. So it's not just
a blank new page and you know what it is about. So for example, smart
watch research. And then add content two. Let's say I'm going to do I'm going to leave
it with my to do. But if you have you can create
a page that it's just for those quick revisit or check
again later or like mobile, quick links, things like that, select your workspace,
and then click on Save. And now let's go to Notion
for me to show you. Go back here, back to Notion. Today's to do, and
it's always going to add at the very
bottom of the page. So yeah, so if you
see right here, it brought in the image itself. I think that's what I had
selected. It was an image. You can do that
with articles, too. So here, it brings in the image, and it has the title that
I chose the little text. If I go back there and if I do that with an article,
let me go back here. So if I just search for
best smart watches, let's go to this first
article right here. And then just like you could
do with the web clipper, you can share the
whole article by clicking the Share
button, clicking Notion. And again, now I'm going
to actually do watch Oh, sorry, smart. Smart watches. Check this and click Save. Now if I go back to Notion, probably needs to refresh. So I clicked out and
click back again. Go, it shows up as a page. And if I click on that, the entire article is
going to show up here, including the images and
everything just like you already know with
the web clipper and you can customize it, of course, add your
icon, and so on. So I hope that you found
this video helpful. Again, if you have any
questions, leave those below. Of course, Notion
is always going to be improving, changing
their layouts, and having updates that
are best for consumers, for iPad users,
for mobile users. So stay tuned for that because
I'm sure they're going to bring even more
exciting features. But with that being
said, let's go ahead and get to the next video.
26. Using the Notion Search Bar: Once you start
creating your pages and databases within Notion, it can get tricky to remember
where everything is. So that's where the notion search feature
comes into play. Let me show you how to use it. Right here on the left menu, you're going to see the search. You can also, if you
remember from the hotkeys, type in Command K, but I'm going to go ahead
and click here. And what you can do, if you
have access to the notion AI, of course, you can type in any questions or
anything to Notion AI. But here, let's actually utilize the search features to try to find information that
we've already created. First of all, if you see here, you can see everything that
I have access on today. Yesterday, so it, filters
in by chronological today, yesterday, last
week, last month. So that already helps
you by knowing, okay, I edited this last week or I've already accessed this
information today. I just can easily find
something here, for example. But one of my favorite things is actually being able
to use the filters. If you can't see it, you
just have to click on this button right here at the
top to show or to hide it. And what you can do is
simply type in a word. Let's say you remember that it has something to
do with groceries. Oh, I need to remember
what groceries I need. So if I do grocery, grow Sherri. And right up the blue, it's going to show
you the best matches. So it can based on notions
idea of best matches, it could be because you
use it a lot or because it's the most similar to the
word that you have inputs. But by using the filters, you can start sorting through what you're
actually trying to find. So first of all, you can sort by date. So it could be as we have
the best matches already, but it could be the
last edit newest first or oldest first
or last created. Let's say I know I just created a Crochery list yesterday, so you could do
created newest First. If that term that you
use is in the title, you could use here title only. Clicking on it, but
I'm going to undo. If you know that you're the
one who created or if you know that it was someone
on your team that created, you can click here and
select that specific person. Or if you know it's in
a specific team space that you're looking
for versus another, let's say, I only
want to look within my notion Mastery templates. And also, it might be
within a certain page. Like, I know that I have this somewhere within my
weekly schedule, so you can click that and it's going to look through
pages and databases, everything is going
to be showing here. And one thing that I
like is that you can actually look within
weekly schedule, but also other ones as well. So I know it's either in my weekly schedule or maybe
it's in my travel planner, or maybe it's in today's to do. It's in one
of those three. So it's going to
filter by looking into those three different
pages and databases. And let's say you know that
you have created this way. Let's say it's an appointment
that you know what to do. This week or today or it
was in the last 30 days, you can do by that,
as well, by date. So here I have it. These are the best matches
according to my filters, and now I can simply
hover over it, and its notion is going
to give me already some information
for me to confirm if this is what I'm
looking for or not. So right here, I have in my weekly schedule the grocery shopping that
I was looking for, I can click, and it's going
to take me directly to it. And one thing that I like is
once it takes you to that, the bread crumbs
right here gives you the path of where
you can find it. So although I came
directly from Search, if I go over here back, if I go to this it shows that it's within
the weekly schedule, this week weekly schedule, and it's within my Notion
mastery course templates. So that can save
you a ton of time. You can also utilize the search bar within your
apps, the desktop app, iPad, and mobile app as well, and it's going to
function very similarly, and you're going to have
access to your filters. Obviously, Notion is constantly
updating to where we have the best user friendly sort of features for all
of their tools, including their search bar. And yeah, I hope that you
found this video helpful. If you have any questions, leave those below, and let's
get to the next video.
27. Importing Data Into Notion: Now that you're using Notion, you might want to bring in files that you have
created elsewhere, other tools, other apps, and the Import feature within Notion makes it super
easy for you to do it. The way that you access
is by either going to the menu and then settings
or via your page menu. So I'm going to create
a new page right here, and then here on
the Tittle dots, I'll click and go to Import. So here, as we've
previously shown, it's showing right now all of the different integrations
that Noon currently has, the other apps that you
can import data from. And we're going to
have a whole section and module here in the course about the different
integrations. But for now, I want
to show you how to bring in documents
from Google Docs, as well as docs from
your own computer, things that you have
downloaded to your computer. So with Google Docs, you can click, and then you need to connect your
Google account. So I'm going to go
ahead and click then select to your
Google account. Authorize it by clicking
Continue. One more time. Okay. And now I
have it connected. Now it's going to show me all of the different
Google Docs that I have within that account that I might want to import to notion. So I'm going to go ahead
and click on this one, which is a template called memo. And you'll see that
it's importing and also making it into
a notion page. So even brought in the photo that I had
the image that I had. So we have here the title, the image, and everything. And one thing that I
like is that it keeps true to the headings and the different
text styles as well. So that was a pretty
simple document. Again, you can do that
with multiple ones. As long as you link to
your Google account, you just have to go
back into Import. If I go back here, and I actually want to
show something else. If I'm within this page and I go here and click on Import, and I'm going to go
back to Google Docs, and I want to select
another document. So let's say I click, it's Importing and now it's
creating a brand new page, even though it was
already in another page, it created a new page with
all of the information. So here I have a
script for a video, and everything is ready to go. Of course, I can add
icons and covers. But now I want to show
you something else. And that is if you want to import data that is
in your computer. Again, you could do
it easily by just connecting your account with
any of these applications. But if your application
is not here, what you could do
is use a zip file, and then Notion is
going to convert into the best either
a page or a database. So I'm going to show
you how to do it. Right here, I have a template of a spreadsheet
on Google Sheets. And what I can do is go to File, Download, and then
download as CSV. Once I have that
downloaded to my computer, I have to zip that file. And within MacBook,
the way that you do it is you right click
and then compress, and now I'm going to be able
to select it within Notion. So if I go back here, I'm going to create a new page. Go back to the Three
little dots Inport and upload from computer. Here I have my downloads, click, and now it's
uploading and again, convert it into the
best possible data. So right here, created
a new page for me, and when I click, here you see a database because it
came from spreadsheet. So everything all
of the data that I had was translated here. Obviously, the
formatting is different. And if you have any specific
formulas that, for example, specific to Google Sheets or to Excel or
anything like that, it may not translate correctly, but in terms of data
from spreadsheets, it's going to show up exactly
as I had it right here. So again, you can import data from all
these different apps. As you can see, you
can do that you can do that from any sort of CSV files
that you have in the web, PDF formats, Trell,
Evernote, and so on. Definitely stay tuned for a whole module
about integrations. And I hope you found
this video helpful. If you have questions,
leave those below, and let's get to the next video.
28. Linking Pages & Backlinks: In this video, I'm
going to show you how to link pages within Notion. And that is going
to help you not only with productivity
and efficiency, but also with organization and prevent you from creating
duplicate content. So let's dive in. Let's say, for example, that before my today's to do list, every day before I actually
go through my tasks, I want to make sure that I
go to my vision board and I see all of my
main goals of life. What I could do is obviously I could go to the
vision board page, but it will be much
more simpler if I didn't have to go find it and definitely more
simpler if I didn't create a new vision board
just for this page. What we're going to
do is we're going to link that page over here. And there are a
few ways that you can do that. So let's start. If you can easily see
it from the side menu, you can hover over
it and click on the The little dots
and select Copy Link. Or you can go inside the page. Once you have it open, you can either do Command L or Control L for PCs or go to the top right menu and
click on Copy Link. Now that you've
decided what page you want to reference to, let's go back to
our today's to do. And here, I'm going to do
it at the very bottom. You could do it in a
few different ways. First, you can simply
just command V or Control V. And that is
going to paste the URL, and you can choose to
paste it as URL and show exactly as you can
see right here with the entire address, or you can choose to
paste it as mentioned. So I'm going to click on that, and you can see that now it
looks just like a page block. It even brings in the
emoji of the page, and you see this little arrow at the very corner that
shows you and tells you that that is a linked page that you are linking to a
page that already exists. It's not a brand new page
within this other page. And if I click right here, it takes me to that page. And one thing that you
might notice is that now this page is going to show
right here one back link. If I click, it shows exactly what other page
is linking to this page. And sometimes one page can be linked to so
many other pages, and everything is going
to be showing right here. And that is very useful for, let's say you have
branding materials of your company or if you have different projects or a
different like maybe logins, passwords, things like
that that you always want to reference so you don't have
to go keep looking for it. Then you can easily copy that link and link
to any other page. Now, about the back
link over here, you can customize that. As I've shown in
the previous video, if you go to the
top three dots in the top right corner and
go to customize page, right here it shows if you
want that to always show, if you want it to show only when you hover over it like this. Only when you hover right here and if you want to
turn it off as well, right here, if you
want to turn it off, I'm going to leave Show hover, and let me go back here to show you another way that
you can do that. So let's say you
actually want to customize what it says when
you're linked to a page. So instead of just
saying Vision board, which is the name of the page, you could actually
write down a text. So I'm just going to double check that I've
copied the link here, and I'm going to write Um, check my life goals. Check my life goals. I'm
gonna do a little reminder. So you could just do
any text that you want. Selected, and then do you
command V or Control V? And now, although you don't have the little
arrow, which to me, it's extremely useful to know
that it's not a new page, it does show this as a link. And when you hover,
you hover over it, then you can see what
is this page that is linking to and you
see the little arrow. So if you wanted to say
something else, of course, you can stylize this. You can make it bold. You
can make it into a heading, put that Oops put
it as a toggle. But you can put that inside
a callout let's say, I want to bring this
and make it big. And really stylized
to make sure it goes well with the aesthetic
of my new page. So those are two ways. Now, if you are going to
be linking a database, let me go ahead, for
example, use my calendar, which is a database page. An entire page is the database. Let me go ahead and
again, click Copy Link. Now I'm going to go
back here to to Dos, and I can paste it here the
same way Command V. And now, as you can see, I
have three options. Let I have three options. So I have the URL,
I have dimension, and I also have the
Link database view. So that is so you can
have it at a glance. What is that database
that you linking to? So if I click that if
I click Dimension, it's the same thing as before. URL, you see this. But if I click Link
database View, I'm simply going to have a preview of what
that page is showing, and it shows right
here that it's linked. Again, I can click and go directly to the page
that I'm referring to. But if I want that calendar
glance view on my to do list, then again, I don't need
to create a new database. I don't need to try to find it somewhere that I
have reference to. I can just easily link
it in my new page. And another thing that
is really helpful. Let's say, for example, I
have my project tracker. You can link, of course, you already know that
the databases here, the little single items
are their own pages. So I can also do that. Let's say, for example,
I want to work on the developed new
creative assets project. I can hover over. I could open as a page and then do the copy link the way
that we do with all pages. Or I could just click
on the little menu here and then copy link, go back to my to do list. And what I like to do, let
me just go down over here. I'm going to paste it here. I'm going to pasta
as I mentioned, and then I drag it to my tasks, and it becomes a new task. Now, when I open this, and I'll have to move myself
again, now when I open this, the title is the title of
the page I'm linking to, and when I click, I have all of the information that
is in the source page. So, again, that way, if
I want more information, if I want more
details about a task, I don't need to constantly
keep adding on that. I can just bring that task over it over here to my task
and then reference it. And this is super
useful as well. Whenever you reference things that your team
members, for example, need to use it often, let's say you are developing
your new creative assets, and you want to
make sure it uses your branding materials that you're using the right phone, so it's in accordance
to your company CRM, you can easily come
here and just add text, check CRM, and then I
can actually copy here. Copy link and either paste it the same way
that I did it before, paste it like that, or, again, paste it here and choose
the mention and that way, I have all of these easy links link between and I don't
have to go find it. And if I go to CRM, again, and I go to Back Links, I can see where it's referencing what page is referencing
the CRM page. And if I click, it's
going to take me there. So, again, that saves you
so much time, organization. I can't describe it enough. So I hope that you found
this video helpful, and without further ado, let's get to the next video.
29. Creating Notion Templates: We spend so much time creating these incredible systems and beautiful pages within Notion. And one of my favorite
things that really increases productivity and organization is the ability to create templates. Within Nian, there
are different types of templates that I'm going to cover in this video,
starting with buttons. So with buttons, honestly, in the last few months, even notion has made so
many improvements to that feature alone that now there's all these
types of capabilities. But just to put it simply, a button template is when you press a button
just like this one, then content appears or
an action takes place. This one is very simple. If I add this little
button as a reminder, another to do list will show up. Now, let's create one from
scratch to show it to you. I'm just going to do it
right here at the bottom. So you can do slash you could do template or you can do button because now
it's called like that. So you can do slash tamp, slash button and then open that. And if I scroll down, there's a few different
things that I can do. First of all, I can
name that button. I don't have to. It
will just show up as new button by default
with no Emoji. But I can also name it. Let's say I want to gratitude
and put a gratitude list. So gratitude list. And
then I'm going to do, let's say, thankful,
I'm going to go to Emojis and do like a prey sign. Okay, so gratitude list. So when the button is clicked, what do we want to happen? So here we're going
to select the action. And if we click,
like I mentioned, lately, Notion has really
improved this capability. Not only it's going to
show you the basics, which is insert a block, insert a block that
you can put any type of content in, which
I'm going to show. But also there's all
these other actions. You can add a page
two another page, a database or
something like that. You can edit pages in
certain locations. You can send notifications. You can send emails. Obviously, you need to create
a connection before you do that like send emails or even
sending slack notification. You first need to
create that connection for those options to show up. Send webhook, show confirmation, the show confirmation is
when you add an extra step, you click the button, and
there's an extra step for someone to confirm that they
want to perform that action. And so and you can even define your own variables which can
go as complex as you want. You can create formulas. And if this happens, and then like, if this happens, then you can perform
this action. If something happens, then
you perform other actions. It can go very, very complex, but let's keep it simple,
at least to start with. Let's just select
in certain blocks. So once I click Gratitude list, I'm going to insert a block, and here I can put any
content that I want, and I can we here from scratch. I can have AI help me create, or I can even drag something that has
already been created. So for example, if I go here, it is important to
duplicate it first. So let's say I want to
duplicate here this, and now I can drag into my button inside the
block right here. So as soon as I generate
a new gratitude list, everything that is inside
here is going to show up. I can simply tap done,
and we can test it. So click on Gratitude List. All three of them show
up. If I want it, it could just be a to do list. It could just be the
little check box. You can go back here into the edit button settings to change anything
that you like. So for example, I could do
a command like slash To Do. So I could simply just show one to do item or it
could be an image. It could be link to a page. So, for example, link to page, and then I can go to a
specific gratitude list, or maybe I can go to my vision board or anything like that. And as soon as I click, so for example, let's
say I'm going to go to my Vision
board, and I do o. So now it had already been
generated, so it's here. But if I click Now
Gratitude list, it's going to generate the link to my vision board so then
I can click and go there. So let's go back here. And explore a few more
of these options. I'm going to go ahead
and delete this. Now, it is worth saying that for these blocks that we select, we don't have to do
something simple. It doesn't have to
be just one thing. You can create entire
databases and drag it here. For example, I could drag this entire database into that section and it's going
to generate a new one. Now, just remember before
you drag anything, you have to duplicate. So here, I can select, duplicate without content
to serve it as a template. So I'm going to go ahead
and duplicate here. Takes a little bit of time. Okay. So yeah, with databases, it takes a
little bit of time. I'm going to go ahead and
rename this this week. And now I can drag
it to right here. And if I press done once. Well, now I should
have renamed it to weekly List and not
Gratitude List. But so let me go
ahead and do that. Weekly. Oops. New
weekly schedule. Let me do a little planner. There we go. And you can also decide where you
want this to show up. It could be at the bottom, right below the button above it, at the top of the page or
at the bottom of the page. So in this case, let's
say, for example, I want at the top of the page, then I'm going to go
ahead and click Done. Let me collapse this
so I can see it done. And okay, once I click, then we can see generating here on the top of the
page, the new one. A lot of people like to use this because you could simply archive this or delete and
then just start a new week. However, I will say, with the specific template,
which by the way, you have access to, as a
student of this course, you just have to check the
link in the resources below. But now because databases are so well developed that I can switch from this schedule to just a task
list, to calendar, to all that, it is
really helpful just keeping it as one because it can update with all
of the filtering, sorting and customization
within the database. So it used to be
where you maybe have, Monday, Tuesday, all
the way until Sunday. Then you would archive
that to start a new week. But because we can add a
rule now and customize the database to continually refresh and only show this week, like you can see,
for example, here, the rube where is due date, star date is relative
to today this week. So because we have this rule, it's only going to show tasks that are going
on on this week. And if I want to look at things that are
in previous weeks, I can go to the
calendar, for example, and scroll through
the other weeks. But that was just a
little side note. Let me go ahead and delete
this and go back to button. So like I said, here with buttons, we
can let me delete this. And delete. So when
buttons clicked, we're back at actions. So we can notify people. We can define variables, but I specifically wanted to
show you the confirmation. So when you do
show confirmation, then you're going to
establish parameter. It's going to be a pop
up window that says, Are you sure you want to
continue or you can rename this? Do you really want to create
a new weekly schedule? So it could be
anything you want. Then you have two options. It could be continue,
it could be can, it could be yes, it could be no. That is the confirmation, and then you insert the action. Let's say you insert the action here and
now it is the block, and I just want to do
a to do to do list. G actually rename this. Create a new to do. Okay, so now it is going to
give you all these options. And by the way, for this to
continue with the action, it would be whatever you put
on the top space right here. And to cancel the action
would be the bottom. So you can click Done. Now
when I click on To Do, you see the pop up
window shows up. If I click No, nothing's
going to happen. And if I click here
and click yes, then a new to do list shows up. So those are buttons,
and as you saw, there are unlimited options
of things that you can do, and I love creating them to add it to everywhere
that I want to. Like the reminders, I can
just simply click a button, or it could be things that are
a little bit more complex. So let me show you
another example here. Let's go to our meal planner. Actually, let's go back
to our journal entries. I can find it. Oh, here
it is. Digital journal. So it could be more complex, like adding a whole
page within a database. It could already come with
all these sorts of content. So let me show it
to you. Right here, this template already exists, so I'll show you a
new um this example and exists in two ways. It could be this
button at an entry, and they had that
confirmation page. If I do continue, a
new entry shows up, and it's a whole page that shows up here on my journal,
my digital journal. So both of these actions
occurred at the same time. The new page showed up
here in the database, and it brought me to it, as well with all of the
content that I have created. So that brings me to the
second form of template, and that is the template
within databases. Right now, I already created
this page with a template. It's very simple entry
type your entry here. That was all the template,
but let me just delete this what you can do within databases are creating templates
in two different ways. First, go to this
little arrow here, drop down menu, and then you
can click here New Template. As you can see,
the other one was the default whenever
someone created a new page, but I can create a new template
here and start editing. So new journal entry. I'm going to leave
the properties as is. And then here, let's
say, for example, I always want to start with an image and perhaps
a gratitude list. And then I can format
it however I want. So let me do Which one? Let's do a to do list,
one, two, three. And then the journal entry. Let's do an H one
again. Right here. Okay, I want this to be a
new template for my journal. Every time that I
create a new page, I want this to show up. I'm going to add an
image, and I can't even go ahead and
already have an image, but I'm going to
leave it as blank. Oops, gratitude list
and the journal entry. So now I have the new template, and I'm actually
going to just call a new journal because the other one is already called
new journal entry. I'm going to add a little icon. Let's go to Emoji like notes
or like pencil. There we go. And then I can simply just
click outside of the window, and our template
has been created. If I go back to the
drop down menu, I can see right here that
now it's a template. It is not the default
template, so I need to change. Let me move. So I'll make this default. It's going to ask to confirm. And now that's the
default template. And anytime that I
click on New Page, now it is going to create a new page here and
when I open, let me expand. It is going to come
with the content that we created on
our new template. Now, let's say you have
several templates. Let's say maybe you're
creating a blog or there's situations where
for the same database, you want multiple templates. You can still have multiple
templates as you just saw, and you can access them through
here from the new entry. So if I delete everything, and everything needs to be
deleted for that to show up, as you can see, I still
have the image here. So I need to delete that. Once everything is deleted, you're going to see these
options right here. I could create a new template. That was the other way that
I was going to show you, and it would take you to the
exact same place like that. New template just
like we had it. Or I could do just
an empty I ended up. I could do an empty page, just a new page, or I could go back to
that other template. So all of your saved templates could be here, and
then you could select. So if I wanted the original
one, I could just click here, and it would bring
the new one with the icon and the
content as well. So that is how you create a
template within a database. And lastly, I want to show
you, if I go back here, how you actually create a template that you can
share with others publicly. Let's say you might create
templates like we have here, but you want to give access
to for your friends, your team workers, or even to sell them in
different platforms. So you can come here let's go back to
Digital Journal. Let's say I've created this. Now, all you have to do is
go to the top right corner, click on share, and you could share this directly with
someone by inviting them. You could just copy a
link and send it to them. But again, they
need to have access to it for you to copy the link. Or you could actually publish
it, publish it to the web. That's how you
actually create it as a template to be
available for people who don't have notion account yet or if you want to
to actually sell it. So, for example, let's say, I'm going to go ahead
and publish this, there's going to be
these different settings that you need to make
sure you go through. So site customization,
let me go back, Ken. Search engine indexing. So do you want
that to show up in other search engines like Google or Bing,
things like that? Right now, it's off,
but you can turn it on, if you'd like. Link expiration. Do you want this to be
a limited time deal? So in 1 hour, whoever got it got it who didn't get it is lost it, or a specific date or a week, maybe you're running a promotion or you have no Link expiration. You want to give people the ability to duplicate this as a template
for themselves. So if you don't want them to, you definitely want
to toggle this. So, let's say, I share this
with someone and they decide, Oh, I'm going to take this and I'm just going to sell
it the way that I want. So they could easily
duplicate that as a template and then share it. So I'm going to toggle that off. And embed it as a page, this is when you when
people are able to embed a link to this template
within their website. Let's say a blog post
or something like that. You have here the link and you can actually edit that link. It starts with your
hub workspace domain, and then you can edit anything. It could be Digital journal, digital journal, template, for example,
then you click Save. Then you can view website. So I'll click here. And this is how people are going to see it whenever they get the link. It's going to say here
made with Notion, and they're going to be able to see it even if they don't have a Notion account,
as I mentioned. Now, one thing that you can
also do is unpublished. Let's say you decide not to
make that public anymore, you can click here into
Unpublished and you're back at this being just your own
template within your workspace. I hope that you found
this video helpful. If you have any questions, leave those below, and let's
get to the next video.
30. Setting Reminders in Notion: If you're like us by now, you might already
have your entire life organized within notion. And one thing that can come
in handy is the ability of getting reminded
for deadlines, appointments, or pretty
much anything that you want to check
on within notion. And I'm going to show you
exactly how to do that. So if you already have a task or anything that already has
a date assigned to it, all you have to do is go
and click on that date. Let's say, for example, for
this task for January 2, I already have the date, and
you're going to see right here you have the
option for remind. If I click, you see I can be reminded on the day of
the event one day before, two days before or
the week before. Now, that is a standard
time 9:00 A.M. Right now that they have
for when you're only dealing with a specific
date to be reminded. But if your task includes
a specific time, so let's say January 2, if it includes a time,
let's say, for example, 9:00 A.M. Now, if
I go to remind, I have all of these
different options. It could be at the time of
the event, up to five, ten, 15, 30 minutes, 1 hour
or 2 hours before. As well as one day
or two days before. And let's say I'm going to
click here 10 minutes before. Right away, if I click out, this is going to change and
show it in a different color. So in this case, red, it's going to tell you,
and it's going to show the little clock icon. That means that a reminder is set for this specific event. Now, you're going to be
notified in different ways. So first of all, notion is going to notify you via your inbox, your updates here within your app or even within
the web browser, as well as through email. And if you have those enable, it could also be via push
notification on your apps, your mobile app or
your desktop app. And where you go to make sure you take care of your
settings that you get those notifications is back at the main workspace settings. And right here, notifications, you can edit all of this to be customized to how you
prefer to be notified. Now, again, you can do that reminder for specific tests like
that, or, for example, if I had it in my
calendar, again, anything that already
has a date assigned, like here, again,
there's a date. So if there is a
date, if I click, there is going to
be that option. But let's say, for example, that you just want to be
reminder to check on a page. So let's go. I'm going to go
here to my fitness tracker. And I want to be reminder on Monday or Sunday that I can go through and then rearrange
my workout schedule. I'm going to go at
the very bottom here just to make it simple, but you can do that
anywhere as a new block. And what you can do is do the command slash remind and
then as you start typing, remind, you're going
to get this option right here, date or reminder. So you can click
the data reminder, and then you can
click one of these. Even if you don't want today
or tomorrow, you can click. That is going to
create this reminder. And if you want to edit when
that's going to happen, let's say you don't
want it tomorrow, then you click and you're going to have this
specific date. Again, if it includes time, you're going to have the
different 10 minutes before, 15 minutes before, and it could
be any day that you want. So that is really
good because before, if you set the reminder
for specific task, it had to be in relation
to the date of that task. But here, I can choose any day. Let's say I want to revisit
my fitness tracker in June. So I'm going to click June 1, and I can even do
the exact time 9:00 A.M. And then set the
reminder and let's say, at the time of the event. So now I have the reminder
that on June 1 of 2025, I'm going to come back
here to this page, and I know, and of course, I could give more
context like revisit on like if I add
this right here, revisit workout schedule on, and then you can
set the reminder. So it can look prettier as well. And lastly, you can also create
this reminder by starting your command with the at then
you could link to a page, tag someone, or as you can
see at the very top here, you can choose the date or you can start typing in the date. For example, March 1, 2025, and it actually
shows right now as Saturday because it's within
the week that I am typing. So it shows the actual
day of the week. If I start the ad command
and I put July 7, 2025. And then click, it's
going to show as July 7, 2025 until I get close to it, and then it's going to switch to the day of the week or
tomorrow and today. So I hope that you found
this video helpful. If you have any questions,
leave those below, and let's get to the next video.
31. 2X Your Productivity With Hotkeys (Advanced): All right, time for
another hot keys template. And this one is a little
bit more advanced. The hotkeys and shortcuts shown here are not
as frequently used. But in this course, we want to cover everything from basics to more complex
databases and creations. So we want to give you
access to everything. And again, the link to this template is going to
be in the resources below. You just need to
fill out your name and email so we can
confirm you're a student, and you're going to have
access to all of them. And as I mentioned before in the other lecture
about our hot keys, not everyone is going to be
using all of these commands. You might actually use the Go back a page or go
forward a page all the time, where maybe I never use it, but I do create new
tabs all the time, where I like zooming
in, zooming out. So these are here exactly
for that purpose, so you can always
refer back to and find the ones that are going
to be most useful for you. So I'm just going
to quickly show you over how we have
categorized this one. We have navigation,
mention and reminders, which I've just mentioned about adding
reminders and dates, things like that, customization and utilities and AI commands. So right here, for example,
in the navigation, if you want to go forward
or go back a page, yes, you could manually do
so through these arrows, but you can also just do command bracket to go
back and then command, other bracket to go forward, and it's the same for PC, just control instead of command, which is super useful
when you are dealing with lots of different tabs at the same time and
you're just typing, it saves you a little bit of
time for that one action, but then compiled, it can
save you a lot of time. Here, as I mentioned too, with the reminders for adding
any reminder or any dates, you just start by typing
in the at symbol. Same thing with the windows. With customization, we started this course already
mentioning the Command Shift L. If you want to toggle between the light mode
and the dark mode, something that we
use all the time. Also, let's say, the
template button that we also have an entire lecture here talking about
creating templates. Or one thing that I really
like in terms of AI is the translation app.
It is very simple. Let's say, for example,
I have something in another language,
here's Portuguese. And then I can simply
do the slash translate to click and then AI is going to translate
and you have a few options. You could just look at it. For example, my name
is Aleni Hobart, which is this one in Portuguese. Or you could even
have it insert below, and it could do that
for entire texts. So one thing that you
might end up using a lot is bringing in
information, articles, things that perhaps are
in other languages, and you can reorganize within your notion within your
own language as well. So again, these are here
for your convenience. You can have them. You can duplicate them, add more shortcuts that you come
across or as they come out, or just have the ones
that you use the most. And again, Link is going to
be in the resources below. And with that being said,
let's get to the next video.
32. Understanding Notion Roles: You've seen by now
that you're able to work with others and
collaborate within Notion. But for that, you need to understand notion roles
and what that entails. So let me dive in and show you exactly what is the best way
for you to share your pages and databases with others
and what kind of access they can have if they're able to edit or just view
things like that. So for that, let's go
to our left side menu, click on your workspace, and then click on settings. And then here let's
go to people. Alright, here you're
going to see that we have three different tabs
members, guests, and groups. So let's start with members. Within this workspace, we have two workspace owners
and one member that I just added
on that new account I created for this course. So with Workspace owner, if you click here on
this dropdown menu, it tells you what they can do. Anyone who's assigned the
role of workspace owner can change workspace settings and invite new members
to the workspace. They can deal with billing or make any changes
to what's visible, what's private, what managed team spaces, anything like that. If someone is just a member, they cannot change any of the workspace settings or invite new members
to the workspace, as you can see right here. So these are members, and that's usually what
you're going to deal with if you're using notion in a
company or something like that. So obviously, here
we only have three, but if you have multiple, you can easily search
for them by just typing. If I put Sumner,
Sumner shows up, and I can add new members
either by connection. So if I click this
job down arrow here, anything that I'm
connected to it could be my Google contact or my slack contact because it's already connected
to my Notion account, I could import and invite those members into my
Notion workspace as well or by simply clicking ad members and then
typing in their emails, for example, and you could
do multiple at once. You can here select
the role if you want them to be a member
or workspace owner, and then send the Invite. In this case, I'm just
going to exit out. Also, you can generate a link to just send to people
to send Invite. You can generate here or copy
the link at the very top. And if you ever want to remove someone from
the workspace, you just have to click on these three little dots
here and then remove it. Now, next we have guests, and guests are
people that you want to have access to one
or more of your pages. So for example, if we
have a travel planner, we want to give them access to our travel planning template, but not everything else
within our workspace. And you can see right here which pages they have access to. You can remove access
from here as well. If you go to the
three little dots, you can upgrade them to member or remove from the workspace. You can type in and search
looking for them as well. However, you can add them
here from the settings. In order to bring
in a new guest, you actually have
to go to the page. Let's say I want to share this project tracker
with someone. I'm going to go to the
page. Then I'm going to go to the top button
that says share. And here, I'm going to
type in someone's email. So if I do this one,
it's going to show up. Their name is going to show up if they already have
an Notian account. If not, they're going to get an invite to create
nian account. Then I can choose
here what kind of access I want to give
them to this page. Do they have full access to where they can edit and
even share with others? They can just edit, they can just comment
or just view. That is extremely important
when you're sharing with other people who are not part
of your workspace because, again, they can make changes that you don't
want it to happen. So make sure that you always
go through this right here, and then you can
click on Invite. And as we've already
mentioned before, you can share things
by making it public, but that is for another lecture. And lastly, if we
go back here to our settings and
people, we have groups, and groups can be very
efficient because let's say, for example, I have a team space that it's all about
my YouTube channel. I have my content ideas. I have scripts and thumbnails
and strategy, everything. I can create a group
with my video editor, with my YouTube strategist, with my thumbnail designer. I can just create one
group and then give access for specific pages and team
spaces to a group as a whole, kind of like a
department in a company. So if you're dealing with
lots of different members, this can save you so much time. Instead of just manually giving access to one
person at a time, you can create these groups and assign them to different
team spaces as well, which you do from here. Create a here, and then
you include the members, and you can name them
however you like. So these are notion roles, again, very important
to understand. And then it's going
to make collaborating with people so much easier, and you are sure to protect your settings and
your privacy and so on. So if you have any questions, leave those below, and let's
get to the next video.
33. Commenting, Discussions, Mentions & Tags: Speaking of collaboration,
in this video, I'm going to show you additional features and tools that you can utilize to better work with
others within your workspace. So we've already shown here the Share button and how you can invite people in to collaborate with you on a page
or multiple pages, or even inviting them to a
whole team space or group. Now let's talk about
assigning tasks to someone. So whenever you have a database that contains
the property of person. So, for example, let me
open this here, expand. You can see here,
I have a property. If I had a property here, the type of property is person. That means that I
can tag someone, I can assign this to someone
for them to take care of it. Right now it's assigned
to Nate Martin. I could easily add
in Sumner over here. It could be multiple people,
it could be just one person, and you can remove
them by clicking on the little X. Here as well. So by assigning a
task to someone, they will be
automatically notified. This is going to be showing
up on their own task list, so they won't lose track of something
because they're already tagged and assigned to a
task within a database. But what we can also do is actually communicate with
others throughout the pages. One way the notion makes that super simple is through
this comment section here, and you can find
this in all pages. So right here, if I
wanted to add a comment, I could simply add a comment. So, for example, let's
start on this next week. And then press Enter,
my comment was added. And now my comment is pinned
here to the comment section. It is not in the main space here with all of the
data of the page, but it has this specific section of comments that you
can find in all pages. Now, if I wanted to, I could also attach a file, or I could mention a person. I could mention a
person, a page or a date by using the ad. So if I wanted to collaborate, let's say with Sumner, here,
I could do ad, Sumner, then I'll select him,
and then I could say, can you supervise this task. So and then press Enter. Again, I could attach
a file if I wanted to. Press Enter or click this
last button here to send. And by mentioning
Sumner or tagging him, he, again, is going to
be notified of this. He's going to get
it on his inbox. And he's going to
know that someone is talking to him
regarding this task. So although the task is
not assigned to Sumner, because I added him
to the comments, then he's going to be
notified and he can come here and make sure that he needs what he needs he does
what he needs to do. You can obviously
also delete comments, edit comments later on, you can react to comments
once they are published. Let's say, for
example, I want to do just an encouragement.
Let's do it. Then anyone could
come here and react, little muscle or party, emoji, whatever they prefer. So that is the comment section. And as I mentioned, those you can find in
all of your pages. So if I go here, for example, today is to do, I can add a comment here at
the top of the section. Right now, I have
in my settings that this is only showing
as I hover over it, if I come here to
customize page, the page discussions, which
is another word for comments. In this section
here on the page, I could disable or enable. And if I enable, it's
going to show up right here whenever
someone adds a comment. Now, it could be a
little bit confusing, but there is another type of comment that we could create. So let's say, for example, we're in this template, we're creating this template, and I want to comment
on one no here. Let's say I wanted to comment
right here on blocks. I could select a text and then I could click
here on comment, and I could either just add a comment
without tagging anyone, so anyone who comes
to this page and has access to this page
can see the comment, or I can even tag someone
and start a discussion. So I'm just going to
add a comment here, and that is, let's double check. This is accurate. So I can adhere. And when you add a comment, the text of the
comment is going to automatically be highlighted
and underlined in yellow. So whenever you're
going through a page, if you see that,
if you see that, you can easily know that
there is a comment there. Even if you can't see
the comment right away, you can just hover over
it or click on it, and then you're going to be
able to see the comment. You can reply to it and do the same things that I
just showed as discussion. So this case, I'm just going
to market as resolved. So anytime that you
actually add a comment, you can mark it as resolved, and then the comment
is going to disappear. Or you could simply
just delete it if you were the
person who posted it. Yeah, so these are some of the other powerful tools
that notion has for you to collaborate with
others and be able to pretty much do anything that
you want within Notion, even in the huge team. So if you have any questions, leave those below, and let's
get to the next video.
34. Notion Tips for Teams: Had to have a dedicated video in this course to share with you specific notion tips for teams. Maybe you are a business owner, an entrepreneur, or maybe
you work at a small office. You want to bring in notion for more productivity
organization, or maybe even you're the one
responsible for learning this tool to bring in to your hundred or thousand
people company. No matter the case,
this video is for you. So of course, we're going to be sharing
with you this template. It's going to be part of
your student resources in the resources below. And I'm going to be
going through them so I can point out specific
tips as well as remind you of some
of the best features that Notion has to offer,
specifically for team. Let's get started.
It is important to start with
strong foundations. So make sure to take advantage of the different workspaces and team spaces for the organization
of teams and projects. And also make sure
to assign roles. So not only you but every
member of your team knows their specific responsibilities
as well as access that they have if you
give them admin role, they're going to
have maximum control over editing things, over bringing people in
into teams and pages. If they are a member, they're going to be
able to collaborate, but not really go too much
into a lot of the settings. And guests, it is a page only axis or multiple
pages only axis. So they're not really part
of your workspace, per se. So do that first, and remember that if you give too many
people admin roles, a lot of changes can occur. They might end up changing
databases, things like that. So keep that to a minimum. Also standardizing naming,
how you name projects, how you name databases
or new pages can really, really help you with
organization and keeping a really nice and
clean structure for everyone on your team. So using Emojis for to, like, visually group
similar pages. Like, for example, the
little paint palette for design or graph
for analytics, or the tools for development,
as well as the naming, for example, you
could always follow the format of Project
Project Name, or maybe it's like the
department slash project name. So keep that consistent and
using Notion is going to be much easier for everyone organization,
no duplicate content. You're going to be able to find specific content you're
looking for easier and so on. Alright, next, we have
shared workspaces. It is very important when you're working with a team that all of the most important company info is centralized and shared
with all of the members. So make sure to create team weekly pages so that
everyone has access to, for example, all of the
project tracking databases, team contact info,
weekly agenda, things like that
to where everyone can constantly refer back to that page if they need some sort of resource that all the
members need to have. So if you have, for
example, branding, logos, things like that, the multiple departments or
multiple members will need, centralize those
informations into one or multiple team wiki pages. Also make sure to
pin important pages. Again, you can check this
little star icon here, and it's going to add two
favorites right here. That would be super
helpful for pages that your team members and
yourself are constantly using. Next, we have collaboration. So to enhance collaboration, make sure to always make use of dimensions using the at command to notify
specific teammates, as well as adding comments. Again, we can easily add
comments by hovering over, adding clicking on
this little icon. Tagging someone, just adding
something to be reviewed, attaching files, and so on. Or, again, you can
select, add a comment. There's so many different
ways slash Command, but make sure that you use this. So it's not just
like, for example, if you're using another part
of discussion and say, Hey, could you check project under database, this,
this, and this? Like, if you're
using another chat, I guess, like
system, for example, in Slack, it could
take a long time for someone to just go and try
to find that database. And here you can add
these comments and mention people directly
on the source. They're going to get
the notification and be taken there so that
they can address it, maybe add to the task list or maybe fix something
that needs fixing. Also make sure to
lock key databases. As we've mentioned before,
you are able to lock pages right here on
the right side menu. You could lock this page
right here to where the page cannot be changed
or customized by others, or you can also do the
same with databases. So make sure that especially
very important things like team goals or metrics
that they need to follow, they are locked so no
one can change them. Next, we have our team workflow. So linking databases, having a master database with
multiple views is the key. For example, let's
say you are doing content ideas for
your YouTube channel. You can have multiple views, like you've already seen
on databases to where maybe our video editor only
needs certain information. They're going to
go to their view, or our YouTube
strategist is going to go to a different view
because they only need access to
certain properties. And then that way,
things get way more streamlined
and less confusing. So example shown here, table for tasks, calendar for deadlines,
things like that. It significantly improves
productivity and organization. Also make sure to
filter and group. So when you're using
those databases, the filtering option, the grouping option can
be such a game changer. Obviously, you can
filter by status, which is one of the best, or you can make sure
things are moving along and you know the
status of each task. But also, maybe for a
certain team member, a specific property is
really important to them. So let's say in the
example that I gave, our video editor needs to
know these are going to be the videos that we
need a specific intro, and the other ones do not. So I could add a
property Ns intro, yes. And then we can sort by yes and no or group
by yes and no. And then it will make
their job so much easier. You can use things like
toggles to make sure that you structure your tasks
really well, too. Then we have boost productivity. So different ways to
boost productivity with notion is by automating
repetitive tasks. So make sure to use integrations
like Zapiir and Slack, Trell whatever really
benefit your team. As you saw previously, most likely, you can
integrate that with notion. And again, Notion is constantly
evolving and adding in even more integrations
that can make your life so much
easier. And efficient. Also setting
reminders either with the slash Command reminder or starting the ad
command with the date, which we've already
covered here, or make sure to also
embed external files. So this can really
save so much time. If you have details about a project there that
needs another file, just by having the file right there can save
people so much time. Instead of them having to go to their drive or Figma
or anywhere else, everything's there in one space. Then we have transparency, and that is really helpful to be able to share with all of your team members
everything that is going on within your company. So having a shared calendar, so people know when
you're going to be in a meeting or when
you're going to be working on a certain task, and as well as being able
to track progress visually. So being able to see
what everyone's working on or how is that
project moving along? So as an example, in one
of our templates database, we have the project
progress Tracker. So you can see here throughout
the different views, like what hasn't been started, what's in progress, what's done. So that really helps not
only with productivity, but even with motivation. So people say, Wow, we
already got all of this done, or I got this done before. The deadline, we're
getting close, we're getting close it really
does help that team morale. And next, we have a
long term success. So it is really important to
regularly clean your pages, databases, your declutter,
your workspace. So maybe you want to assign a team member to review and optimize the workspace
every quarter, every month, every year, and it could be even helpful for
you to create a template. That has a workspace
maintenance checklist to where every time they can duplicate that template and
then go through everything. Check workspaces,
check team members. Is there any tasks that does
not have anyone assigned to? Anything like that,
that is going to make it so much easier for you to stay organized
and productive. And last but not least, we have advanced tips. So sync reusable content definitely make use
of the sync block to where you can do
things information for all of your team members to where it can just
be edited once. So if that's specific
instructions or frequently asked
questions that maybe it's updated a lot,
or announcement. Let's say every day you
want to announce every day, you want to, for example, give someone a nice quote or give someone a really
nice, good morning. It could be something like that or an important announcement. This is going to be
the announcements. Board, anything
important for this week, I'm going to add it right here. This way, you only need
to type in one place, and everyone in all of the pages that you have that
sync blog can see it. Also with pre built templates, we've already talked about this. It is key for you to save time, do not create duplicate
content and so on. So especially for
repeated tests, make sure to create those custom templates because that is going to really help you stay
productive and organized. And, of course, experiment. Always explore new notion updates again with
any technology, any sort of software. They are constantly improving. They're constantly trying
to bring in new features. So stay up to date with
their newest developments and because that sometimes one you update can I don't know, save you a week worth of work, for example, you
know what I mean? So yeah, those are our
top tips for teams. Let us know if you
have any questions or any additional things that perhaps worked for you
and your team really well in the comments below. And yeah, again, this template is going
to be in the resources, linked in the resources. And with that being said,
let's get to the next video.
35. Notion Integrations: Notion doesn't replace
a particular tool, you can more than likely
integrate that tool with notion using
Notion integrations. So there's over 100 different
tools that can actually integrate with your notion workspace to ultimately
boost productivity, automate different things, like, for example, you know, when X happens in Notion, then send a Slack message to this person or when
something happens in Slack, then automatically open this
in Notion, for example, or linking things in
your Google Drive, all different kinds
of automations using Zapi, many, many, many different ways
to use this and basically import data
from other sources, export data do different actions
depending on your goals. So first, what you
want to do is go tonon.com slash
IntegrIS from here, as you can see,
there are literally hundreds of different
tools to choose from. So you can just scroll
through here to get an idea of different
things to integrate. Again, it should
be based on needs. So just think about the
tools you're currently using and then that's what
you want to integrate. And, of course, to make
things a bit faster, over here on the left
hand side, just find the search bar and look for the tool that
you want to integrate. Let's say it's Google Drive. Boom, so we have that here.
You know, let's say Zapie. There we go. It's
here. Let's say Typefm over here, right? Let's see if there's
something for Slack. Of course there is, which
I know we've already actually integrated,
and so on, right? So that's kind of the overview
of just how it works. Of course, we're
going to dive and actually show you
a few different of the top used integrations
that you may want to consider using with notion
here over the next few videos. So it'll literally show
you how to integrate and use these tools in
Notion and then also enable you to integrate
any tool because a lot of the systems are pretty similar in terms of the actual
setup and integration. So once you learn that,
you'll be able to do this with pretty much
any tool out there, at least over 100
different tools, and it's really,
really powerful. It'll take your Notion
workspace to the next level. So without further ado,
let's get to the next video.
36. Seamlessly Integrate Your Google Drive Into Notion: All right. So the first
tool that we're going to integrate with Notion
is Google Drive. And this is really great
because we use Google Drive to store a lot of our
information digitally. So it's great to kind
of just sync up with Notion and therefore be able
to directly access anything, share different
file links without having to constantly,
Hey, where did this go? Like, did you send
this via email? Wait, what slack message
did you send it? Boom, it's all there,
like in a page organized. And I'll show you an
example of that, as well. But first, let's go ahead
and actually integrate this, which is very simple to do. So first, we'll type in well, first, we'll go tonon.com
forwardlash Integrations. Once we're there
in the search bar, type in Google. In this case. We find Google Drive.
Go ahead and click on that and then click on ADT Noon. Now, of course, you can look
for more details, right, how to use, et cetera,
which is really great. We already know we want
it, so add to Notion. That'll just open your
Notion workspace. And as you can see, we already have a Google
Drive linked here. But if I go over here
to the far right, I can actually connect
another account, which is what I'm going to do because I actually do want to connect another account. So
connect another account. It's going to open this pop up. So think about the
Gmail associated with a Google Drive account that
you want to connect, okay? And again, Google Drive
it's actually free. So if you're not using
it, if you're, you know, have international team like we do or just remote workers, and you want to
share information, have like one place
for everything, Google Drive is really great. And actually, you love
Google Drive integrated with Notion versus just having
it, you know, in Notion. So we'll go ahead and use this one here
at the very top because that is what we want to
integrate. Just some information. It's important to review, of course, before you integrate, know kind of some of
the pros and cons. It's mostly with privacy things like that, so it's
really up to you. I'm totally fine
with it continue. From here, it wants access. Yes, we want to make
sure we give access. So go ahead and continue again. Give it a moment.
And as you can see, this middle kind of row
here just appeared, and we have now successfully
integrated Google Drive. Now this is integrated,
let me show you how this actually works
inside of a notion page. So I've just created
this new page, and I've titled it Google
Drive Integration example. So once the integration
is working, and you'll know by doing this. So again, backslash, and we're
going to type in Google. And specifically, we
find Google Drive here. So I'm going to and you
can embed a certain link, but obviously, what I
prefer to do is make things way faster and
improve your productivity. Again, this is saving the
time between switching apps. Click on BrowsGoogle Drive, and now we have multiple, so I'm going to
select one of them. Now, you may have one. If
you have more than one, it'll show all of those, so I'm going to
select one of those. Right? So it opens my
Google Drive all here natively inside of Notion. I'm just going to
click on this here. This is one of our
influencer partnerships. So this is a video. So there could be videos,
spreadsheets, you know, Google Docs, all different
kinds of things all in one. And then from here, I can,
you know, reduce the size. You know, depending on
what I want to do here, maybe I have a few
different columns, right? And then I have one after one
love like, Here's brand A, here's all the influencer
videos for Brand A, brand B, brand C, and so on. And what's nice is we
have this visual here, that can make things really
easy for recognition, especially if you want to make
kind of like a mood board. This is really powerful as well. Again, there's especially
with Google Drive and Notion, there's so many ways you can use this things
I can't even think about that you could use
it for us to name a few. Now, this might be
a bit obnoxious. You're like, Wait, I
don't want this preview. I just want to link. Well, then what you can
do is go to more actions and then turn into a mention, and then it's simply
the link there. It's hyperlink. So there's the preview still
when you hover over. But you click, and
it takes you there. You can download or just view that information
and all of that. So it really saves
time instead of, like, manually going
over to Google Drive. You know, finding something, copying it, then
pasting it over here. And then, you know, like in Google Docs or Microsoft Word. And there's no preview
or anything like that. This is much
more aesthetic. It's much faster and you know, ultimately superior.
So, pretty simple. One of the most popular ways and one of the more
simple ways to integrate. I'm going to show you a few
other advanced integrations that are amazing in
the next videos. So if you have
questions, let me know. Wout further ado, let's
go ahead and get to it.
37. Automatically Get Notified in Slack With ADVANCED Notion Integration: This video, I'm going
to show you how to integrate Slack with notion, as well as demonstrate
a couple of my favorite automations to where basically you can mention
someone in notion or also, change the status or make changes to a certain
database in notion, and then notify the
responsible person in Slack automatically,
which is really powerful. Okay, so just like before, first thing is we need to
actually integrate Slack, then I can show you
how this works. So we're atnon.com
slash Integrations. Search for Slack. We find it here. Click on that. Can read more information here, and we're going to
click on Add to Notion. Alright, so first
things first, we're going to go ahead and hit A LOW. And, of course, also make sure you're already
logged into Notion, as well as any of these
other tools as well. And then you can change
permissions here. I'm just going to
read through to make sure view pages, yes, edit pages, create new content, view comments, yes, yes. All looks good to
me. I'm going to go ahead and hit Allow Access. But yeah, just with all the tools that
you're integrating, make sure that, of course, number one, you're
logged into Notion. Number two is you are logged in to the tool that
you want to integrate. Makes everything faster. Otherwise you have
to do an extra step. So open Slack. Perfect. Then we see
down here that there is a message from Notion, now a new kind of channel in Slack to connect
a new Workspace. So we're going to go
ahead and click on that Connect New Workspace. All right. Again, we're
going to allow access. I takes a little bit,
but we'll get there. Okay. So what notion
be able to view, What notion will be able to do? Yes. Perfect. Good to
go. Click on Allow. All right. So it brought
us back to Slack here. I'm going to leave. Going
to go back to Notion. And once you're back in Notion, hover over, scroll
down to settings. Click on that. Click
on My connections. And then you should
see now Slack is now appearing here
in the connections, which it wasn't before. So we're good to go on that end, but there's still
an additional step that a lot of people
don't know to really integrate this and make sure that
there's messaging, connectivity and automation
between Notion and Slack. So navigate to where you
see my notifications. Click on that. And
then you'll see an area called Slack
Notifications. Once you're here, scroll over
and select your workspace, which in this case is our
Hobart workspace, right? Then we're going to go there.
It's automatically saved. So we can click out of
that. Now on any page where someone comments or they
specifically tag me, for example, like at, and then I'm going to
do Summer Hobart. Did you see this? Enter when someone does something
like this on any page in the shared workspace, I'll automatically get notified now in SLC, which
is really powerful. And again, you want to
make sure that you adjust your messaging preferences
to what you want because if you don't want that, make sure you don't have that. Now, I would show you
in Slack this working, but somebody else
needs to use my name. I can't use my own name
and then show up in Slack. So that's why if I
go back to Slack, you will not see anything
there from Notion yet. Now, aside from basic
comments and tagging, what I really love is automating
databases using Slack. So we're back here in the
project trapper sorry, project tracker database, and we're here in
the board view. This works in any view.
It doesn't matter. We're going to go over
here to the kind of far right to this little kind of Edit button,
so click on that. And then you want to
click on automations. And once we're here, let me just drag my head out of the way. We have new automation. Okay. And that's
why I recommend. I already have these
automation set up, I'm going to show how to
create this from scratch. I'll click on New
automation. All right. So leave it as default for all. And when X happens, then Y, in this case,
Slack needs to happen. So here's a really
great one, right? When the status for this specific database,
which is a project tracker, when the status changes, then update either
specific person or specific channel in Slack. So, again, it could
be specifically when something goes
from not started to in progress or from in progress to complete or archived
or whatever. You know, you can
kind of customize. I'm going to leave
it at any point the status changes, I
want the person to know. So when any option
happens, right? Then we want an action Slack. So specifically, we want to
send a Slack notification. And again, this will only appear once you integrate Slack. So you can either notify a general channel
that you've built in Slack that could just contain certain number of members who are all working
on these projects, or you can select a
specific individual. In this case, I'm going to select an individual,
which is me, so I'm going to click on
that. I've selected myself. If I wanted a
channel, I could just click on the channel here,
and now it's updated. But again, I'm going
to select Sumner. So when the status is edited, notify Sumner. Click on Enable. And now it's there.
And actually, I've duplicated my automations because I've done it twice, so I'm just going to
delete one of these. And again, if you
want to add more or delete any, you can do so. So delete. I can add more. But again, I just
duplicated the thing twice, so I already had it running to make sure everything's
set up correctly. So to show how this works, right? You can take
anything here. So let's say, you
know, we're over here in the not started okay, test website
functionality, boom. It's now in progress. And actually, the
conduct website audits is now officially
complete, okay? When you first set up
your Slack integration, it will take some time
to actually read. So it's not going to be
immediate right there. It might take a
couple of minutes, so just keep that in mind. But as you can see, we can either edit
things here also, and I might get a bunch of
notifications now because I'm playing around with this.
This works in any view. So this is our board
view, of course. Now we're going to
the all view, right, kind of the basic, you
know, table database. And again, what we can do is, you know, move let's
move this back. Let's say this is
actually not started. We accidentally said that, and this actually should go
back to being in progress. We're going to
select that, right? So moved a couple things around. In any view, it doesn't
matter because it's all linked to the same
underlying database. And now we're going
to go back in Slack and check this out. So
I'm going to go to Slack. And again, we're here
in basically it's now a notion user
is now in Slack. That's how they kind of appear
here in the bottom left. And again, you see
kind of a ton here. But yes, we see status was in progress is now done
for conducting interviews. So in Slack, you know, boom, got my notifications. If I want, I can click, and it's going to open up that
specific change in Notion, show me the database, so I can view that
with more detail. So really amazing automation. I think C Bon boards, databases in Notion, combined with Slack, are super powerful. Again, this is where they're
more powerful than Excel, than Google Sheets and other
tools. Really amazing. And again, very, very inexpensive in the
grand scheme of things. You can have a fairly large team and really cut costs with some of these other
tools as well. So those are two of my
absolute favorites. There's a couple others, and I'm sure there'll be
more in the future. If there's anything
specifically you want to of course, I'm going
to be up to date, anything that I think
is worth, you know, really creating a
dedicated video about with Slack
or other things. I will be doing so as well
as Ali here in the course, of course, eh, of course, 'cause we want to make
this the number one place for learning notion
in the entire world. But I hope you're
excited. This is awesome. Like, I geek out about
this stuff. There you go. So that's the delay I was talking about that you just saw. Took you can kind of time it
about a couple of minutes. So keep that in mind that's
kind of one of the downsides, but just kind of know that
when you're using it. So really powerful, you
can integrate Slack and then use it to also, when you share notion
links in Slack, you get a preview once you
integrate. Not a big deal. Versus just having a basic link. You now have a preview link, you know, not that
big of a deal, but really being able to comment and tag
people in Notion, then getting notified in Slack, and also changes to databases. There you go. See,
it's updating now. Because I did a
bunch of changes. Making changes to databases also update that person or
specific channel in Slack. Amazing, amazing stuff.
Hope you're excited. Hope you love this video,
and we've still got more. So let's go ahead and
get to the next one.
38. Create & Sync Your Notion Calendar With Google: Notion calendar. Is this also the calendar
to rule them all? In this video, I'm going to talk about this notion integration because although you can create calendar views within your pages and databases as you've seen, Notion calendar is
a separate app that you can integrate with
your Notion app as well. So the easiest way for you to get your notion
calendar is by going to the left side menu and
clicking this button at the very bottom left,
explore Notion calendar. So if you click you need
to download the app. Obviously, you can also
do that with your phone, download the Notion
calendar phone app. And here you can click on the button to download
it and install. So it's available for Desktop, browsers, Mac, Windows,
IOS, and Android. So you have all of the
different formats. You can click here to download and install, and
I'll be right back. Alright. So once you
download and install the Notion calendar in your
computer or your phone, then you have to
sign in with Google. So I'm going to go
ahead and click here. Continue to Google permissions, and then you choose
the Google account that you want to sign in with. I'm going to click Continue. Continue again. All right. So here I can use it on web or open in Notion calendar, so I'm
just going to do that. So it opens in the app. And because you have access to all these
different calendars, you can toggle them on and off. You can make them
visible or not. And in this case, for example, I believe I had it in
a lot of things booked for May let's see. Oh, here go. I have all of these things booked for me in my
calendar Hobar hub. If I wanted to, I could make it no visible or at a visible. I could remove
holidays and so on. So, again, I could even
just for planning purposes, have some on some turned off just so I can better
plan a day or a week or a month
and collaborate with all the different calendars and appointments that I am part of. Now, what I said is my
favorite thing is because this actually integrates
with the Notion app, and then I can start
getting in this view, this notion calendar view
within the Notion app. So let's do that.
So here there's your general settings that
you're already used to, you know, when the week starts, general things with
notifications, menu bar. But let's go down
here to notion. And here you can select what is the default notion workspace. So if you are a part of
more than one workspace, you want to make
sure you select here the one that you want
it to be default. You can go ahead and check
which one which Google accounts are connected to
each workspace as well. And under notion Workspaces, you can click here in Connect and make sure that you Google, your notion calendar is
integrated with your Notion app. And that's how, for example, your calendar is going to be showing up in your home page, as we mentioned towards the
beginning of this course. So I hope that you found
this video helpful. If you have any questions, leave those below, and let's
get to the next video.
39. Automate & Connect ANYTHING With Zapier: This is how you take
notion to the next level. This video, I'm going
to show you how to connect Zapiar to Notion, which is a little
bit different from some of the other apps
that we've covered, but still very, very easy
to do and very powerful. Basically, if you're
not already familiar, Zapiar is the connector tool. It's a tool that simply
connects other tools. So, for example, when
something happens in Slack, then send this email
to this person and then update this
database in Notion. And once that
happens, right, XYZ, update this Google
spreadsheet and update this Facebook ads
audience, it is infinite. There's over 4,000
apps so basically, when it comes to
Notion specifically, the reason that we would
integrate Zapier with Notion, well, there's two big reasons. So number one is you
may search and like, Oh, I really wish this app
could connect with Notion. Well, there's over 4,000 apps
that connect with Zapier. So if you can get Zapier
to connect with Notion, ultimately, it opens
you up to over 4,000. We currently, there's
less than 200 on Notion, but that will be increasing
as time goes on, of course, as the tool continues
to increase popularity. So yeah, 200 apps or less
with Notion directly, where with Zapier, you can
then basically indirectly connect 4,000 apps. So that's
what's really powerful. So if there's certain
tools that you're using that you want
to connect with Notion or you're
wondering if you can connect, you absolutely can. One of them that
I love is KahiPT. You can connect HHIBT to Zapier and then
Zapier to Notion. There's many other
uses. So, okay. First things first is usually, when we're here in the notion sort of app market or
connector marketplace, there's a button here where we can add, which is not the case. So what we have to do is
to connect Zapiar Notion, we have to go to
ZapiarOside of Notion. So first thing you
want to do is create a free Zapi account, so you can use literally
a free account with Zapiar and then a
free Notion account, and it's really powerful
to get started. So sign up, it's
zapear.com, zpar.com. Your free account,
you will, I believe, need a work email to
use this, by the way. So that is one kind
of caveat there. But if you have a work
email, go ahead and sign up. You can try with your
personal email, see if that works. Sign up for
your free account. Now once you're here
just to show you, what I like to do first is
you'll click here on Discover. Alright. And then what I recommend doing
is type in Notion. And if there's specific
tools you want to use, you can do Notion chat, GVT and then see what
kind of comes up here, or we can just leave Notion. And basically, this is really great for brainstorming ideas. So let me go back to
Notion. There we go. So you can kind of see what Zapi is capable of with Notion. So for example, capture
emails in notion from Gmail. So let's say either a specific
person or someone sends you a email via Gmail that
contains certain words, right? So it's from a certain
person, certain words in the subject line in
the body or whatever. With that information,
you can then enter that information into Notion database or
things like that. And a lot of these do
revolve around Gmail. And by default, these are
the most popular, right? Notion or sorry, Zapier lists the most popular
sort of notion, what are called zaps in
order from most popular to least but whatever
you want to do, most of the zaps that
I create are very, very uncommon because they're very specific to what I want, and it's going to be
the same case for you. And I'll show you
something else that's cool with Zap year where you can use Zap year AI. Everything
has AI now, right? That's where the future is
heading and how to actually create zaps using AI or at
least the outline for them. So there's a lot
that you can do, and each of these
is called Zaps. A zap is simply a connection. When you connect at least one
tool with one other tool, you can connect five
tools together. You can connect 100 tools
together, 1,000, literally. You can connect as
many as you want, and get as complexed
with this as you want, or the same idea,
Legos, keep it simple. And I'd definitely
recommend keeping it simple to start,
especially if you're new. Now, if we type in, for
example, Notion, chat, GPT, then we can see some of the most common uses
of notion with KHPT. So for example, let's say that we receive a certain email. Okay? So we get an
email via Gail. It contains certain texts in the subject line or the body. Then we take that data or
automatically, by the way, Zapier takes that
data, imports it into a notion database. Once the notion
database is updated, then let's say that
triggers HHIBT. Another use that I've personally
used and I really love. Now this is originally
with Google Sheets, because I was using Google
Sheets before I ever started using Notion, databases. And what you can do is create a database
inside of Notion, and add text to column A. So you can just add texts.
Like, let's say it's the idea for a content piece. So I want to record
some content for my Instagram or my TikTok
account. So I write the idea. Then I can have Zappia
once that data is entered, just any information
is entered into Column A in the Notion database, I can send that to ChachBT. ChaiBT reads it with a prompt,
it could be like, Hey, take this and develop this
idea further, make it robust. You know, make a 1 minute
video out of this idea, or it could be, you know,
write a hook for this video, you know, the most compelling a scroll stopping hook
humanly possible. So it takes the data from
Notion database into ChachiPT. ChachiBT then analyzes and
creates a new message, and then updates back
into Notion, right? So that's kind of one
automation that you can do. But again, this is you
could go crazy with this. There's so many so many
use cases that could be entire course just on
Zap year with Notion. And I'm just going to kind
of show you the basics. So first of all, anyway,
that's kind of the overview. Let's go ahead and actually
set up and connect. So that was in Discover. We're going to go back
to our home here. Once we're here, we're going
to click on Explore Apps. And then what we're
gonna do is type in Notion. All right. Then we're going to click
on Connect Notion to 7,000 Apps, 7,000 plus Apps. Okay. And then with Notion, now we need to log in. So click on sign in here underneath account to
connect our Notion account. And I'd recommend making
sure that you're also logged in on Notion already. So log in to Zapire log in to Notion, and it
really saves time. So we're going to
go ahead and click on Select pages, right? I'd go ahead and
select everything. Click on Low Access. Authorizing. And there
we go. We're good to go. So you can always select or
deselect whatever you want in case you don't
want Zapier having access to everything
that's truly up to you, but I want to go
ahead and select everything to where all of
those different pages and databases that I've created that I have access to in Zapier. And now we need to
select a trigger event. So basically, when X happens, then conduct Y and make
why action happen. So let's say we have
new database items. So you add a new
item to a database, or is it when a database is edited or it's when
a page is updated. So these are the
current options. Now, again, I will
say currently, this is a bit
limited with Notion. That's why I've used
Google Sheets with Zapi more than with notion, but these will be updating
in the future more and more, and they're still really
powerful and I'll show you just a simple example
and also show you how to use Zapi AI to actually create literally
whatever you want. So we'll say when we get a new database item
in our recipe database. So basically, let's say we have a personal nutritionist and they have access to
our notion boarder. They have shared their
notion, database with us, and every week, they add a
new recipe to the database. And once that new recipe
is added to the database, I want to get an email of
that update happening. So we'll use new database
item for the account. We already have the account,
so that's good to go. And I'll move my head for
the rest of this so we can actually see what's
going on, hit Continue. Now we need to
choose our database. So it's like, Okay,
zap your nose. When we update or sorry, add a new item to a database, you know, send out an email,
but what database is that? Okay, let's tell
them. We want to do recipes or recipes database. And you can go cross
reference back to Notion and make sure you're selecting the right one in case
you have multiple. That's why naming is important. And if you have a bunch of,
like, copies and duplicates, it's good to kind
of keep your notion workspace clean and kind of delete some of
those other ones. But I already know,
yeah, recipes is the database that we
want. That's the name. Perfect. Continue.
Right? Then you want to make sure you test
to where it's working. So just by default, this is just extracts, you know, different items from
the database to test. So you just need to pick one. So it's just the top one here. Click Continue with
selected records. It's good to go.
And if it's good, it prompts to this
open up right here. And in this case, right, there's all things that can
happen like you know, post once your database is
updated or something's added, create a Facebook post about it. Update audience and
Google Ads or create a new Google Ads campaigns
or pase Google Ads campaign. Add something to your calendar. Let's say it's all kind of connected Gmail,
sending out an email. Mailchimp, update
audience in MailChimp or send email to an audience in
Mailchimp, so many things. It's awesome. So we
do Gmail, right? And if you don't have
Gmail connected to Zapier, it'll prompt you to
do so right here. Now I've already
done so. It's just using my default kind of email. So the action event is we can create a draft email.
Maybe that's for our team. It just automatically
creates a draft. Then someone needs to manually look at that email before
they send that out. But in this case, we are
going to send an email. I just want when my
nutritionist sends me a new or basically updates the
database with a new recipe, I want to go ahead
and receive that, so we're going to send email.
We're going to continue. And who does this email
want to be sent to? So I'm going to put, well, Sumner Hobart, real
email@gmail.com. There we go from and it'll be this email here from name
Sumner's Nutri on this? Yes, I know. I did not
spell that correctly. And just enter in subject, body, like you have a new
recipe in notion. And the body can
be, Hey, Sumner. There's a new weekly recipe in your recipe notion t's
say notion database. Here's the link for reference. So you can hyperlink and then, you know, insert the link here. This is just for an example,
can leave that blank. And, oh, we missed
one required field. Looks like I just
needed to allow a pop up, so we're
going to continue. But one quick note
here that's really great with Zapier is it's
kind of native integration. So for example, I said, Hey,
there's a new weekly recipe in your notion database. And we say called dot dot
and check this out if he, the plus sign here, I
can include the title, which is Banana chocolate
chunk loaf, right? So it automatically
takes the title of that new recipe that was added and automatically
pastes it in here. Again, this is all going
to be sent through email. This is just the template. And this is dynamic, which means every new title that's added, it's going to be
diferent every time. It's not going to be banana chocolate chunk
loaf every time. It'll be a new
recipe every time. And then also you can have you can see the full recipe here, dot dot, and include
the URL, right? So there's the title
natively there. You can also say, like,
subject Yummy yeah. And then banana chunk
chocolate loaf, right? So you can also include it
in the subject line and in the body of the email
or vice versa, just one. In this case, I'm just
going to say, you know, you have a new recipe. I'll say Sumner. You
have a new recipe? Awesome. Looks good. Again, we can continue
because I low it was just some random pop
up that didn't let me hit Continue. All looks good. Click Test Step. And then what's going to happen. And, of course, actually, I send it to a random
email that I just created. I just realize that.
Which is fine. I've done this 1,000 times.
All looks good. Go ahead. And if everything looks
good, hit publish, I'm not going to do so
because this is just for a test. But it's
really that simple. And again, it could
be multiple things. So there could be multiple
items where you send an email, and then also when
something happens, you can do another
action as well, right? You can create two separate
with the same database, send out an email and another
zap, do something separate. And the last thing that
I promise to share. So anyway, hit publish,
that's good to go. But in this case, I'm
just going to leave that as a draft because I
don't actually need it. We're going to go back to our homepage here,
top left corner. And then right here
kind of in the center is you can actually literally just tell Zapier
what you want to do. So when I add a reaction
to a slack message, create a card in Trelo
example, for whatever reason. So this could P, let's say, when I when I when I add a new content idea to the social media content
database in notion, send to Chat GPT to
create a viral hook. And I'm going to hit Enter.
Now, usually this will just so this is going to
create the Zap for me. Again, the zap is simply a connection of at least
two tools together. It could be three, four, five, 1 million, right,
but at least two. And then really what it does well is it just creates
the general outline. So it's really not that amazing. I think this will
improve. Well, of course, it will improve as time goes on. We go ahead and click
on Try it and just kind of show you right? When there's a new
database item, it's just the very
basics, right? So it's not configured,
it's not tested. Same thing here, right? It's just very basic, but it's kind of the outline
set up for you to go in and kind of
edit and fill out. And basically,
yeah, you can have notion once a database
item is updated, send into JachBT,
have Jach BT analyze, you could be write a blog
article, write a YouTube title. It could also take content from notion and
then turn that into tweets. So many options here obviously
depends on what business you're in or if
you're a student, it's going to be
totally different. But as we go on, we can add the next step and then
go back into Notion. Type this in here. There we
go. So it goes from Notion. We basically create new content
or analyze or summarize, and then take that
information and put back into that notion database so
we can do that there, and that's kind of the overview. And the key here is, right now, there isn't that native
hachBT notion integration. So what you want to do is
create a free Zapiar account. From there, integrate
your Google Drive, your Slack, your Gmail, ChatuPT, re whatever other tools
that you're using, you can integrate
them all into Zapier, and then once they're all in
there, now they can be all, you know, connected to Notion. Super, super powerful. This is just scratching
the surface. There could be, you
know, kind of a whole, course just about Zapi and that's kind of
going away from it. Just want to show you the
integration and power here and hopefully even show you kind of how
to go through it. And of course, you have questions about
this, let me know. It's super, super
exciting stuff. Really can save you
a ton of time with these automations and do some really incredible things, especially pairing with AI. I absolutely love it. It's actually helped me
make a lot of money. We use this to basically
take very simple titles or very simple basic
description of the drone stock footage that we take as we travel to
different countries. And we use we update
this spreadsheet. And then use hachBT to
create the entire tags, you know, keywords,
full description, full title, super
well optimized, so that when we upload it
to stock footage sites, people find it, people purchase, and ultimately it
makes us money. And all we have to do is do a basic description,
which is really cool. And actually, in the future,
AIS can be able to analyze it itself and then create
all of that automatically. So literally take hours, like, about, several
minutes per video, and now literally done in like a second without me having to do almost anything.
So it's really powerful. And I hope you see
the value in this, as well as the value
overall in the course. W that being said, let's
get to the next video.
40. Last Step!: Congratulations to you. You are nearly 100% through
the notion mastery course. There are just two small
steps you need to do. First is to take action. As Confucius once said, the journey of 1,000 miles
begins with a single step. Now, of course, that
does sound cliche, but it's so true. Small steps lead
to massive change. So if you haven't already, sign up for Notion using your special affiliate link
and create your first page, form, or database today. Lastly, if you found
value in this program, we would really appreciate
if you could take just 60 seconds to leave
your honest feedback. We will be immensely grateful
to you and your feedback will massively help
future students choose the best course for them. Although this
course is complete, your journey has just begun. We're so excited to see
the clarity, peace, and organization that notion can bring to your work in life. So be sure to keep us and all of your fellow
students posted. Thank you again for choosing
us as your instructors. God bless you and
your endeavors, and we look forward to seeing
you in future courses.