Transcripts
1. How Notion Can Change Your Work: What even is Noon? Well, it's just a No app, right? Try again. Noon is a full blown
productivity OS used by teams,
solepreneurs, and creators. And you can use it
for anything from organizing projects in teams to managing client
relationships, to creating databases
or even full sites. My name is Adam Taylor. And after running
multiple businesses, building hundreds of systems and teaching thousands
of students, Notion has become
the tool that I use every single day to
think, plan, and execute. In this course, I'm going
to teach you how to make notion work for you
without any headaches. We'll start from scratch,
creating your account, choosing the right
plan, and customizing your preferences so you get
familiar with the interface. Then we'll master
the fundamentals, how notions blocks work, how to structure pages, how to link ideas together, and how to turn messy thoughts
into clean workflows. After that, we'll go
deep into databases. Filters, sorting, roll
ups, relations, layouts, all explained step by step with practical examples like a
project tracker dashboard. Also learn how to build
reusable templates, connect systems, and even turn Notion into
a public website. We'll also dive deep
into Notion AI, so you can master the
newest tools out there. Finally, we'll explore
productivity hacks, keyboard shortcuts,
and integrations to automate your
life and business. Whether you're managing clients, tracking goals, building
content systems, or just trying to
stay organized, this course will give
you everything you need to master this
incredible tool. No fluff, high quality
video lessons, walk throughs and
real world examples from someone who uses Notion to run their entire business. It's time for you to master the most powerful
productivity software out. Take action and join
the course right now.
2. What Notion Actually Is: Whether this is your first
time opening notion or you've already dabbled
with templates and pages, you're in
the right place. Because before we get into the buttons,
databases, formulas, and fancy stuff, we're going to start with a
super simple question. What is notion and
who is it for? This lesson is
essentially going to ground you in the big picture. So you'll walk away knowing
what notion can do, what it shouldn't
do, and how you can start using it based on your
needs, not someone else's. If you've Googled Notion before, you've probably seen phrases like these. All
in one workspace. Second brain or productivity
tool for everything. While those are
technically true, they don't really help you understand what you're
actually working with. So here's the simplest way
to think about notion. Notion is a blank canvas
for digital organization. It's part time note taking app, part time task manager, part time database builder, part Wiki, and part
visual dashboard. But the key is that you
decide what it becomes. There are no rigid folders or pre built workflows.
You build your own. You're not just using a tool, you're designing
the tool as you go. It's essentially like
digital lego for your brain, your business, or your team. Now, if all this sounds a bit overwhelming right
now, don't worry. That's exactly why
this course exists. 'cause I'll be taking you
through everything step by step at a pace that's going
to be easily understandable. So what can we do with notion? Well, let me give you a few real examples
to help ground this. A student might use Notion to take notes for each class to track assignments
and to organize reading lists with
checkboxes and tags. A freelancer might create a CRM to track client
communication, content calendar, or
even an invoice tracker. All of this in the
same workspace. Lastly, a YouTuber might
use it to script videos, to plan thumbnails,
manage collaborations, and track performance metrics. A startup team might
build a knowledge base, an SOP library product roadmap, maybe bug tracker,
and daily stand up. You might just be
a personal user using it to create
a daily journal, a habit tracker or
a budget planner. Now, all of that is really
just scratching the surface. B with notion, you can build systems as simple or as
complex as you want. You can create to do
lists that update automatically project boards
like Trello or Asana, interactive spreadsheets
that filter and calculate and pages that
feel like websites. Notion lets you do all
of this in one place. And more importantly, it lets you connect all
those things together. So now let's break down
who notion is really for. I'm going to list
a few categories, and if you fall
into any of these, then notion is 100% for. The first one is going to be
the second brain builders. So these are students. They're researchers,
content creators, anyone who is trying to
keep track of ideas, notes, references and
resources all in one place. So you might use notion
as a personal Wiki to tag your notes by topic or to create different
knowledge systems. So, if you've ever had 15 open Google Docs and couldn't remember where
you wrote that one thing, then notion is the answer. Next, we have the
workflow hackers. So these ones are
freelancers, solopreneurs, and small teams who want to build their own business systems without needing to hire a Dev
or use ten different apps. With notion, we're able to
create CRMs, SOP libraries, content calendars,
sales pipelines, internal dashboards,
whatever you can think of. And everything that we
create can be customized, themed, filtered, and shared
with your team or clients. Now, for number three, we
have the creative organizers. So creators love
notion because it gives structure to chaotic
creative workflows. So you can plan your
entire YouTube channel, organize a podcast series, store ideas for a book, or outline your
newsletter pipeline. So templates, checklists,
progress trackers, it's all modular and all up. Next, we have the teams
and collaborators. So if you work with the team, Notion lets you
centralize everything. Meetings, tasks, resources,
SOPs and feedback. So you don't have to dig through all those slack messages or emails or random docs folders. Instead, everyone's on
the same page, literally. Now, lastly, we have
the life planners. You don't need to
run a business or be a productivity
nerd to use Notion. If you simply just want
to track your habits, set monthly goals, plan
a trip, keep a journal, manage your finances,
then you can do all of that within notion
beautifully and efficiently. Okay. So now we should ask the question who
shouldn't use notion? Because it is worth saying that notion isn't for everyone. Because if you want
something dead simple, like a basic to do list
that you open once a week, then notion might
feel like overkill. Or if you need lightning
fast note capture, like you might get
in the Notes app of your iPad with an Apple Pencil, then Notion's typing
can feel a bit slower. And if you absolutely
hate building systems, then you might prefer tools
that are more out of the box. But for most people, and especially if you're
watching this course, then notion is more
than worth learning. Okay. Now let's do a quick recap of everything
that we've covered. First, Notion is a flexible
digital workspace. You decide what it becomes. It can handle notes, tasks, databases, calendars,
wikis, and more. Perfect for students, creatives, freelancers,
businesses, and teams. And it works best if you want a custom setup that
fits your needs. And lastly, it's
not for everyone. But if you learn it, it'll unlock serious
productivity and clarity. Okay, so in the next lesson, we are going to walk
through how to set up your notion account
the right way. And from there, we'll build your foundation block by block, page by page until
you've got a beautiful, functional notion workspace that you actually want to use. Let's go ahead and get started.
3. Set Up Notion Correctly: Alright. Now it's time to
get started within Notion, and the very first step
of that is going to be creating our account. So once we're here onnsan.com, we can come over here and we can click Get
notion for free. Now, I'll talk about all of the pricing plans
in just a moment. But for now, we're
going to start off from the ground zero and just
creating our account. Now in choosing your
email for the account, this one here is going to
be pretty straightforward. But I do recommend if you do
have a work email and that work email is going
to be connected to other calendars and
maybe other softwares, then it would be best to be using that here
because as you'll see, as we progress
throughout the course, Noon has a lot of opportunities
for integrations. And not only that, but
also inviting people with your same domain is
going to be a little bit easier in terms of getting
them onboarded onto Noi. Now I'm going to go ahead
and put in my own email. And now we just have to put
in a quick verification code, and then we'll move
on to the next step. So now it's time to just
create a profile notion. So this is how everyone within our workspace is
going to see us. You can go ahead and put in
a name or maybe a nickname, and then you can add a photo, and then we can move
on to the next step. Now we're asked how we
want to use Notion. Now, this choice really
is only going to impact the next steps
that we encounter. So it's nothing that is
going to be too important. So I'm going to just go
ahead and select for work. Again, it's a similar
thing right here. So I'm going to go
ahead and select with my team because
we will learn how to add in people within our workspace a little bit later and how to
collaborate with them. Next, it's asking us what we are planning to use Notion for. Now, each thing that we select
right here is going to be its own tab that is going to appear under our team spaces. So one thing that
you should know about any one of these is that all of these are
essentially comprised of pages. We're going to go
deeper into this because pages are
essentially one of the foundational pieces to
what makes notion notion. But for now, just so we can
kind of preview everything, we can have all of these
selected just to view them. They're not going to impact
our experience on notion. In the long run, they
really just will be these single tabs that appear right here
within our team spaces. So now let's go
ahead and continue, and it is now bringing
us to the point of us being able to invite
our team members in. Now, if you have anyone
that you want to go ahead and invite
off the jump, then you could go ahead
and do so right here. You can even get an
invite link right here. But for now, let us go
straight into Notion. Now, we are about
to the point where it's asking us about our plan. Now, this is going
to be important, and this is where
I want to take us into the pricing
plan page on Notion. So we can talk a little bit more about this because we are afforded more than
just a free option and a business option. Okay, so now we are here within the notion pricing plan page. So as you can see, there are four different plans that we can have right
here within Notion. There is starts at a free plan, and then it goes all the way
up to an enterprise plan. Now, before we go into actual features of
each of these plans, I do want to know that plan, this pricing plan
is going to be not just a monthly charge or
yearly if you choose to do so. It's going to be a per
member per month charge. So that means, as you invite people into
your notion workspace, that is going to
essentially add in whatever amount you're choosing here to what your
monthly charge will be. So if I add in one team member, then that means I'm
going to be paying for myself and that
other team member. So with a plus plan, that's going to
be $20 per month, and with a business plan, that is going to be $40 per month. So I just want to
note that before we actually go any further. Now, as you can see, if we
switch to a monthly paid plan, then we get to see that
we are $2 more here with our plus plan and $4 more per member per month
with the business plan. So now let's actually talk about who is going to be using
each one of these plans, and what are the kind
of benefits and what are the things that you
should be looking out for? Because as you can see, there are a lot of different things that
we can go ahead and approach and tackle
here and a lot of things that each one of
these plans can afford us. Now, starting with
the free plan, Notion is a great software, in my opinion,
because essentially, anyone can use it
for a wide array of tasks and things that either they have to do
for their business, for their school life,
or personal life. And with this wide
array of functionality comes a software that you are afforded a lot of things to do for $0 per month for
completely free. So I'd say for most
of you out there, this free plan is going to be sufficient for using notion to do everything that you
would hope to do with this productivity software
that we have right here. With that being said,
there are definitely few key differences between the plus and business
plan and the free plan. Now, I don't want to
get bogged down in the details because that's
not what this is all about. As we go out through
this course, you'll see what
you need to access each different
part of the course because some things are
going to require plus, some things are going to
require business now, with that being said, when it comes to the difference
between, let's say, free or plus, because most of us are going to start right
here at this free plan, what would be the
thing that would draw us to upgrade
to a plus plan? And for that answer, the thing that was going
to draw us to upgrade would likely be that
with the free plan, we are going to encounter a cap of how many
blocks we can use. Now, many of you might
not understand what a block is yet with Iotion. Blocks are content,
and with a free plan, we're limited to the amount of content we are able
to add per workspace. With the plus plan, that
limit is alleviated. We get unlimited
collaborative blocks here, so we can essentially have unlimited content within
our notion workspaces. Now, as we progress
throughout this course, and let's say you're
balling on a budget, maybe you want to stick
to this free plan. Maybe you don't want to pay
$10 per member because you might have a lot of members and you just don't want to be
spending that much money. I'll say how we can go ahead and kind of circumvent
these limits, and we can avoid paying
this $10 per month. But maybe this $10 ask is something that's not going to be a problem for you, right? It's going to give
you convenience because you won't have to
jump through the hoops that will require
you staying paying for free while also getting
this unlimited content. But now, let's go ahead and move on to the business
plan because again, this is a $10 jump per member, but in my opinion, I'd say this affords you a little bit more
value than what you do get in the
free to plus range. Because with FreedoPlus, you
essentially get, as I said, unlimited content, but
also something to note here is that we get
basic integrations here. We can integrate with
our Google Drive, we can integrate with Gmail
and tools like Slack. But in upgrading to business, the main thing that we
get is this notion AI. And depending on who you are, this notion AI can be
something that's huge for you, your personal productivity,
or maybe your business. So the first thing
that notion AI grants us is going to be an agent. So an agent is essentially like another teammate within
our workspace where we can go to and consult to about all the
things that are within our notion workspace and also things that we want to
give it that are brand new, like for say, meeting notes. With those, it can
create summaries. I can draft out emails. And it's really just, as I said before, another
teammate, another person, another helpful hand
within your notion workspace that already knows everything about your business. So at least what you've
put into Notion itself. Speaking of meeting notes, there also is its own
built in feature of AI meeting notes in that you're able to just go
ahead and open notion, whether that be on your
computer or on the mobile app, and you can click Record. And with that, it'll transcribe
everything that it hears. And it will generate AI meeting notes for you without you
having to do a thing. You don't have to go ahead
and record this yourself and then go to a
transcribing software to then pull the transcript, to then move it into let's say, chat GPT, to then
create this AI. Within notion with
this business plan, it does it all in itself. So we just hit transcribe and
it creates these meeting. So the AI itself, along with these
premium integrations, where we get more
than just slack, Gmail and drive, we get
things like Jira and Github. And if these are all things that you are using
within your business, then maybe this business plan
is going to be something that's going to be
a little bit more attractive to you because
of these integrations. And again, we will be going
over later in this course, how these integrations can help us and what they actually
do with a notion. The last thing that I want to mention before we go ahead and move on is going to be
file upload limits. Now, as you can see here,
with our free plan, we are limited to 5 megabytes
of upload limit per file. But as we move up to
plus in business and, of course, with enterprise, we are now given an unlimited
limit per file upload. Was just the last thing that I wanted to mention while we were here because this can be one of those things that if
you are on the free plan, it can be a roadblock
that you do run into, and it could be that one last thing
that kind of pushes you over the edge to go to plus
or maybe even Business. Okay, so now we've
really gone over these pricing plans
about what they give us and why we would
choose each one. So we can now come back here into our onboarding
section of notion. And for now, let's go ahead and click Continue with
our free plan. And we can finally go ahead
and get into Notion itself. We're not solely limited to using notion on a web browser, because it does also have
its own desktop app. But along with that desktop app, there's also a
mobile app as well. So if you're someone that
is going to be using Notion a lot on the go
and maybe even offline, say that you're traveling often, then getting the desktop app is going to be
something that is super helpful because
you can make a lot of changes while you're offline, and when you finally sync up and connect back to Internet, all the changes that you
make are going to sync up and your team will be
able to see all of them. So, right, that is it. Now in clicking Skip. We have now been brought
into our notion Hub. This is essentially going to
be the place where you're going to see everything
that you do on Notion. Everything on Notion
is going to live within this sidebar right here. So we are finally here ready to get started and actually
going through this software.
4. Configure Notion for Daily Use: This lesson, what I want
to do before we get into notion and the functionalities
of the software itself, I want to bring us
into what is going to shape our experience
within the app, and that's going to be
our software settings. So as you can see, to access the settings
of our workspace, we're going to come up here
and we are going to click. This is usually going
to be the name that you set when you
created your account. And from here, we are able
to access these settings. Now, we're here because a lot of these
settings is going to really inform how you use the app and how
the app reacts to. For example, right as we
open up these settings, we're brought to
our preferences. And we can see right
here that language and time is one of the first
things that we see. Now, this is important here because we want
to make sure that our time zone is going to be set correctly to the
place that we are. So whenever we set due dates
for people in our team, whether they be in
the same time zone as us or maybe halfway
across the world, if you're hiring
contractors or freelancers, whatever it may be, we want to make sure that
these time zones are correct. You want to make sure
that your time zone is, in fact, where you are
currently station, B if we're going to be
using notion to say set due dates for people in our team and our time
zone is incorrect, it's not the time
zone that we intend, then that means you
are going to be setting the wrong due
dates for your team, and this is just going
to lead to confusion. So this here is an
important thing. Now, as we look above
this, we have appearance. So notion can be viewed
in two different ways. It can be in a light mode
as we are right here, or it can be in a dark mode. This is all to
personal preference, but I have seen some
studies that do say that using dark mode actually
increases your focus. So keep that in mind
when you're doing this. So moving on, we next
have notifications. So notifications are, of course, going to be important because if you have your
notifications set up where you're going to be
getting notified about every single thing that happens in your
workspace where some may be relevant to you
and others may not be, then it can lead you to kind of get conditioned
to just ignore them. So you want to make sure
that that isn't the case. You want to make sure
that you're only getting notifications that are going
to be pertaining for you, and they're not going to kind of condition you to ignore them. So as you go through these, make sure you are selecting the ones that are going
to be best for you. A note on this is for me, personally, I have
notion on my phone. So whenever any important
updates are mentioned, if I'm mentioned by one
of my team members, then I get to see that
instantly on my phone, and I don't have to go
through my emails to see. So, that's just a little
preliminary tip for you. Now, as you can see up here, we also have Slack and
discord notifications. So these are essentially
integrations that you can run
where you can go into specific channels
within Slack or discord and have notifications from
notion get sent over there. Now, we're going to
be going over how to connect and set this up
later in the course, but I want to mention this
as we are here right now. Now, that's going to lead
us into our connections. These ones are going to be
integrations that we can run. Again, these are going to be
something that we're going to go deeper in later
in this course. But now, as we move down here, we're moving into workspace specific settings
because as you can see, we have this workspace title here and we have
an account title. Now, the difference
between the two is that our workspace is one piece
of our notion puzzle. You're going to be operating
within workspaces on notion. You might have one, you
might have multiple. But this workspace setting, as long as you are an
admin of the workspace, is where you're going
to be able to control the minute parts
of your workspace. We here in general, where you're able to change
the workspace settings icon, this is essentially
the same thing as if we come to our
account up here, where we're also able
to upload a photo and name for ourselves
within Notion. And now I'll go ahead
and add in an icon. Now, with the icon, we can
set it to be an Emoji. We can set it to be an icon from their preset
list right here, or we can upload an image. So I'm going to go
ahead and upload. Okay, so now having
this uploaded, I can go ahead and hit Save. But if we want to add it to
the Emoji library as well, so everyone within our workspace can use this as an emoji, you can check this box, but
for now, I'll hit Save. Now working down the list, we can allow in some
trusted domains. But here, if you sign
in with a work email, then your work email
is immediately going to be allowed
email domain. So meaning anyone with these
allowed email domains are going to be able
to automatically join this notion workspace. As we scroll down
more through general, we're going to see some
more specific settings that you guys can all go
through on your own terms, but these ones
aren't going to be of most importance
to most of you. But as we continue down in
our workspace settings, here we are able to invite
people into our workspace. We have specific team spaces that we're going
to be able to add. Again, we'll go through all of this more in depth
later in the course, but I want to show
you right now. So we also have some
security settings. And we have some
identity settings. These ones are going to be mostly used under
the enterprise plan, but it's still good to know if this is going
to be something that is going to pertain to you specifically in your own
experience of notion. And then, lastly, what I want to show you before we go ahead and move on to Notion itself is going to be our Emoji tab. So here we're able to add in specific custom emojis that
our entire workspace can use. So this is just like adding in our icon right
here as an emoji, except we're able to add in essentially as
many as we want. Okay, so there you have it. These are all more of the high level and some
more specific settings that we can tweak that
are going to affect how we interact with
notion and vice versa, how notion interacts with us. So now let's actually
get in to using Notion.
5. Navigate the Notion Interface: Now, the first step of
mastering notion is understanding all
the pieces that come together to create notion. So that's exactly
how we're going to start this tour
of the interface. We're first going to look at
the biggest piece of notion, and that is going to
be our workspace. Now, we start here because
our workspace is what comprises every other thing that we create from
this point on. Think of our workspace
as essentially like a library because it contains all of the content
that we're going to create. Now, of course, what we can also do is create new workspaces. So, for example, you could have one workspace that
is for your work, and then you could
have another workspace that's for your personal life. But that's essentially
what workspaces are. They are collections. Now, if we want to strip this to the most basic it can be, then next step down from
a workspace are going to be pages like this one that we got when we first
created our account. We can then say
our workspaces are comprised of a bunch
of different pages. Now, of course, a page doesn't have to be
just this simple, because what we see right here is essentially
like a Google Doc. We're able to type in anything
that we want right here. For example, we can write
in tour the interface. And we get to see that
the text pops up here, again, just like a Google Doc. But as you probably know
in purchasing this course, Notion isn't just a bunch of different Google Docs
all comprised together. No, we can do so much
more within these pages. For example, again,
a basic example, we have our GolsTracker here, which is one of the
basic ones that were created when we
created our account. Now, in terms of finding all
of our databases and pages, we can approach this
a few different ways. First off, we have our homepage, and our homepage is going
to show us a lot of things, one of which is going to be our most recently viewed
pages and databases. Everything that we
see in this tour, we're not going to
understand completely how to best leverage them to
Notion's best uses. But we can go ahead and
see that they do exist. And you can know that we are
going to go more in depth into all of these pieces as we progress
throughout the course. So again, in this home view, we're also given a few things
to learn about Notion. No worries because
you got this course, so I'm going to cover everything else in way more detail in this. We have some upcoming
events that you can see if you do set up
your notion calendar, and we have specific home views and some featured
templates down here. Now, we also have this
search bar up here. Now, this search bar
can allow us to get to specific pages or databases
quickly by searching, let's say, specific
keywords that arise in any one of these given
pages or databases. Now, moving on, we have
our notion AI buddy here. We have our inbox,
that's going to be giving us all of
our notifications, and then you can
see that we have two different sets right
here, two different tabs. We have a private tab, and we have a team spaces tab. Now, our private tab is going
to be showing us all of the pages or databases that are only going to be
able to be viewed by us. But if we want to go
ahead and change this, then we can have these pages and databases that are going to be accessible by our entire team that is within our workspace. Now, as we progress down, we have things
like our settings, which we already covered
for the most part. We have our marketplace. So here we're able to
do quite a few things. We can access some
featured consultants. So people that are going
to be helping us build our specific workflows
within Nsen. We have some more
featured templates here. So these are templates that are made by other people on Notion, some of which are free, and some of which have a little bit of a
price tag to them. Now moving on, we have
our trash tab here. So if we move any page
within our trash, we can come over here
and we can recover it and have it come back into either our private
or Teamspace tab. Additionally, what
we're able to do within layout is right here
we have our side tab. Again, this is going
to be the house of essentially everything that
we're doing within Notion, at least in terms of navigating between our
pages and databases. What we can do is we can drag this up and
we can close it. And if we want it to
disappear entirely, what we can do is come over here and simply just click it. And then it disappears
until we want it to come back up with
that button right there. Now let's move into pages themselves because that
doesn't just stop at workspace being the top of it and then pages and
database being on that same level
because pages and databases are made up
of what we call blocks. So blocks are these
individual elements that we have within notion. Now, this doesn't mean individual characters like
letters in a sentence. But no, as I click here, you can see this, for example, is a block, and you can see it says,
This is a toggle block. So in clicking this, we get to see that
this toggle block also contains two
separate bullet points. So with each block, we're able to do quite a
few things with them. So I can go ahead and select this that I wrote
to the interface, and then I can turn it into any one of these given blocks. So let's go ahead and make
this a to do list, right here. So now this is changed
to a checkbox. So I can check it off or not. For now, it's not going to be checked off because we
haven't finished the lesson. So additionally, another way
that we can kind of explore these blocks is by using a
forward slash right here. So with this forward slash, we get to see these basic blocks that I just showed
you right here, but we also get other blocks. And as we scroll down, we
get to see media blocks. So we have images,
videos, audio files. We could even put code or
just simple files in here. And then as we scroll down, we have more database blocks. So there is a lot of these building blocks
that we have within Notion, which is what makes it
such a strong software because our creative freedom is essentially limitless
in what we can create. So now the next question is, how do we share what we create in Notion
with other people? Well, there's a few ways
that we can do this. The first of which is
going to be coming up to our share
function up here. So here, we can input people's emails and
we can invite them. Now, given this
is a private tab, so it's a little bit different. This general access,
we can change it to everyone at
digital skills Academy, and we can have this
be at full access. So now if we wanted
to have, let's say, anyone or everyone from digital skills Academy to
be able to access this, then they would
be able to do so, but we'd be keeping it
in this private tab, just say for
organization purposes. But again, if we want
to do this right here, letting everyone within
digital skills Academy be able to access it, then it would be as simple
as grabbing it from here, and then just moving it
somewhere within our workspace. So now these privacy settings
are going to be changed. But each one of these
databases and pages don't only have to
live on their own, because what we're also
able to do is we can drag any one of these
given pages or databases, and we can put it
inside another one. So here we have
our goals tracker, and if you can see, we have
a new piece right here. This is our welcome to notion page that is
within this Goltracker. So now we're able to
have everything that we had in that page now kind of be in this little side bar right here within
our GolsTracker. And if we want to expand this
to essentially look just like it did before,
we can expand this. And now we have this. We also are given a common
section because this is a part of the database where we are going to be able
to collaborate with others. So we have this common
section as well. Now, coming back into our
goals tracker to kind of just view this a little bit
and how databases work, with each database, we tend to have a name of something here. Here, these ones
are goals trackers. So here, these are going
to be goals names, and we have different
properties that we are able to change
the values for. So, for example, we
have status here, I can click change the
status to done here, I can change it to in progress. We have due dates, we
have priorities in teams. Again, we're going to go
in all of this deeper, but I just want to let you
know that these exist here. Now, another thing that we're
able to do with our pages here and databases is
instead of just sharing it, what we can also
do is favorite it. So if we favorite something, then it appears here
under its very own tab, where before we just
had a private tab and we had a team space tab, now we also have our favorites. Now, next, before we go ahead
and wrap this lesson up, I want to show you
how we are able to create new team spaces and
new pages within them. Now, to do so, we can just
come over here to our side, and we have our private
tab right here. And what we can do
within these is we can go ahead and drag
these to move them. So we can organize them in a
little different way here. And if we want to add in
a new page or database, we can do so right here. And here under team spaces, what we're able to
do is come under our team space and we can add and do the
exact same thing. But if we want to create
a new team space, so let's say we want to have a team space for different
teams within our business, like our marketing team
and our sales team, then we can come over here and just as we would add a page, we could add in a
new team space that can be dedicated
solely to that team. Okay, now to finish this off, we always are going to have one little buddy here
on our interface, essentially, no
matter where we are. And that little
buddy is going to be down here in our corner. And that is our notion AI. So just as we access our
notion AI right here, we also have a quick
access right here when we are within any given page or
database or team space. Okay, so there you have it. This was our very fast
and quick overview. Of the interface of notion. Now, don't be worried if
you got bogged down in all the little details because every single thing that we
went over in this course, we are going to go in more
depth throughout the course, and we're also going
to cover things that you didn't
necessarily see here. Alright, let's go
ahead and get to it.
6. How Notion Blocks Really Work: Notion, everything is a block. An image here, a block, a header, a block, a checklist, a block,
a toggle list, a bullet point, these
are all blocks. So the way that notion
itself describes blocks are lego pieces
where some are simple, like a simple text
block right here. Others are a little
bit more complex, like, for example, having
an entire calendar view. But just like Lego, we're essentially able
to rearrange them, nest them within each other, and essentially create whatever
we want within notion. So in this lesson, I'm going
to show you how blocks work, how to use the slash Command
to find any type of block, and how to move and organize
your content with ease. So now let's go ahead and just
click and drag and delete all of this so we can start from scratch from a
fresh page, essentially. So let's start this lesson by looking at some basic blocks. Well, right here, just as if we hit Enter and we're
typing in a new line, this is going to be
a simple text block. So let's go ahead and
ask this question. What are blocks? Well,
we've covered this. Blocks are the basic
building units of these notion pages. So every new line or
element is a block, and even databases, embedded files and
columns are blocks. So right here, we
have our question. This right here is a block, and we get to see that
it is just a text block. So, right here,
we have a list of all of our basic blocks. But let's go ahead and
turn this question into something that is going to be a little bit
more eye catching. So what I can do
is come over here, click these six dots, and I can turn this into
a heading number two. So right here, we see that
it's larger and it's bolded. So here, this is just marking essentially its own
part of our page. Now, if we go ahead
and hit Enter, we are now taken back to
our normal text block. But let's go ahead and put in some bullet points here
of answering this question. What are blocks?
Well, to do this, these bullet points, I
can do one of two things. The first of which
I just showed you. I can click these six dots
right here and I can turn this into from a text into
a bulleted list. If I don't want to
do that, what I can also do is click forwardslash. And from forwardslash,
I can then come right here and
select Bulited List. Now let me go ahead and
type in some notes here. Now let's go ahead and
ask another question. Because I want this to be its
own section with the page, I'm going to go ahead and
again, hit the slash here. And I'm going to do again, another heading here as
I asked the question, what kind of blocks exists? Well, to look at all
the blocks that exist, we can again use
our forward slash, and we get to see that we have a few different blocks that are going to be broken up
into different sections here. So first, we have
our basic blocks. So these are going to
be just basic texts, basic headers right here, the bulleted list, as
we just saw right here, but we also have some different variations like a numbered list. We have toggle lists. We have to do lists, and we have specific
things like tables, quotes, dividers,
things of this essence. So let me go ahead
and put some of these on the page so we
can actually see them. So I'm going to go ahead and
start out with a toggle list because just like we have different categories
within our blocks, we can use our toggle
list to represent that. So the name of this toggle
list can be basic blocks. So now what we can
do is expand this, and now we have this space
within this toggle list, where we can add in some
specific kinds of blocks. Okay, right now, I
have illustrated here a few of our basic blocks. You can see right here
we have our to do list. Now, if I hit Enter here, kind of with this group
of kinds of blocks, we also have our numbered
list right here, and we also have our bulleted
list that we have up here. So, then as we go down, we have a call out block. And as I listed right here, this is used to
make specific items stand out on a page
because as you can see, it's going to have
its own background, and oftentimes you're gonna have your own little emoji
right here that you can change out for
any given emoji, as well. Then below it, we
have a quote block. So as you can see, this one
differentiates itself from normal text by having
this line right here. So when you have
this among text, it's going to be clear that this is something
that's different. And of course, you
can go ahead and add in your little quote marks right here to make
it look even better. And then, lastly, what I added down here is a table block. Now, I gave us some
guidance as to how we can use these table
blocks right here, because I said, by
dragging the side, you can add in more columns. So I can drag out like this. And then by scrolling, we are able to see
these added in columns. But also, I can drag
my mouse backwards, and then we can take
those columns away. The same thing applies to
the bottom right here. If I drag downwards, we can add in as many columns as we want or as many
rows as we want, and I can do the same thing backwards and
remove all of them. Now, one thing that
I didn't list with any text is our divider blocks. Now, our divider blocks are
these very faint lines that we see between each one of
these blocks that I've added. Now, what we can do with
our divider blocks, and what I did in creating these is I just
clicked right here, the same six dots, and I click Duplicate. So now what I was able to do is organize this a
little bit more quickly, as opposed to clicking
this button right here, clicking our forward slash, and then dragging down until
we got to the divider, which I was able to
create one here. The divider for how simple
it is is actually one of my favorite blocks because
it's super subtle, but it can add a great deal
of organization to our page, and it just makes everything
look that much nicer. As I said earlier, I have all of these comprised
within a toggle list. So what does that mean? Well, what I'm able
to do now is if I want to collapse this
list and get rid of this, all I have to do is
click right there. And now the only thing
that remains are these two dividers that I created outside
of this tog list. So we can go ahead
and get rid of these and we can move on to
the next set of blocks, of which being our media
blocks right here. So just as I did before
with our basic blocks, I'm going to go ahead and put a few media blocks in here
and then we can talk about. Now, for our media blocks, I'm showing us a few here. The first we have
are image blocks. So image blocks are
essentially just images or gifts that we can
upload within our pages. So right now I have GIF here. If I wanted to replace this, I could come over here
to the three dots, and then I can click Replace. And we're given a few options here for the images
that we can use. We can either upload a file, and right now on a free plan, your file upload limit is
going to be 5 megabytes. Anything past the
free plan is going to be essentially an
unlimited file limit. So this is going to be something that's going
to be a problem for you, then you might want to
consider upgrading right now. Now, past this, we also
have an embed link, so we can embed an
image link here. We have Unsplash, which is essentially
going to be a bunch of stock photos for us to
use, and we have GIFI, which is going to be a
software collection of a bunch of gifts that we can search
through and upload in here. Next, we have our video blocks. So our video blocks are going to be similar to our
image blocks in that we are either
able to upload videos or we can embed in links. So here for this video, what I did is I
embedded in a link. If I want to come here and replace it, I do the same thing. I can either upload a video with a five megabyte limit because
I'm on the free plan. Or I can embed in a link. And that's what I
did for this video. And if you want to
watch this video, once you embed in
a YouTube video, you can simply hit Play, and then you're able to
watch the video right here within Notion without
going into YouTube. Now, next, we have
our audio blocks. So our audio blocks are going
to be just places where we can upload in audio files and be able to listen
to them within Notion. And lastly, here we
have our file blocks. So our file blocks, just as everything else, we can access
simply by clicking. And by clicking, it's going to take us to the file itself. Now if you want to go
ahead and replace it, again, just as you guess,
it's the same process. We're going to right click and
we can replace right here, and we are given these two same familiar options in uploading or
embedding a link. Okay, so right now, we've gone through our media
blocks and our basic blocks. Well, is that it? No, we still have a few more
kinds of blocks to cover. So let's go ahead and
continue going on. Now for these last
two sets of blocks, I haven't listed most
of them within here, because these ones
are going to be a little bit more
complicated and they're going to be something
that we're going to focus a lot more time to
later in this course. But because we are
talking about blocks, it was worth mentioning
here because these are some of the foundational
sets of blocks that exist within notion
that make it this productivity and really behemoth of a
software that it is. Now, starting with
our advanced blocks, some of them that I
mentioned here that I listed is we have
an equation block. So here, you're able to type
in specific kind of sets, specific kind of characters
that are then going to be reflected in a way where we'll actually have
proper equations here. Now, next, we have buttons. Now, buttons, again, these ones are going
to be complicated. These orgs are going to be more things that we're going to focus on later in the course. But with a button, we're essentially able
to name a button, whatever we may want
this button to do. We can add in a
specific icon here. And then what this button
is going to allow us to do is essentially whatever
we program it to do. So we have these
conditional statements. So when do. So when the button is clicked, then the action
right here is going to be whatever we
delineate it to be. So these ones are
going to get into the kind of automation realm, but these buttons can be
super helpful as we kind of get to know and
get to use notion. Next, we have column blocks. So column blocks are essentially ways
that we can organize our pages in the manner of having multiple kinds of
blocks next to each other. Because here, we have
these column blocks where this one on top
is a four column block. The one below is
three column block. And within these columns, we just have simple text blocks. Now, I can change any one of these text blocks
into something else, like, let's say, to do list. And I can do that for
each one of these. So columns are
essentially allowing us to move within
space in notion, but we're also able to add in specific blocks
within those columns. Now, lastly, here within our advanced blocks are
table of content blocks. So table of content blocks are things are blocks
that you can have in the beginning of a page
that can then redirect you to specific parts
within that page. So for example, I
have two right here, what kind of blocks exist
and what are blocks. These ones were Auto created because these were two headers that I had within this page. Now, if I click What are blocks, it's now going to redirect me, and it's going to highlight
this heading right here, which is what are blocks. Now if I selected the other one, what kind of blocks exist, it's going to take
me to this header. So there you go. Those ones are a quick overview of
advanced blocks. Now moving on to
database blocks, which are going to be a whole another behemoth
in themselves. So here I listed just three of the over ten
database blocks that we have. So this first one here is
going to be a list view. So as you can see, we
have different lists here that are based on our
status of a project, which was not started
in progress and done. Below this, we
have a table view. So as you can see, these
ones are all tables. This is going to
be a view that's akin to our Gholstracker. As you can see, it's essentially the same setup that we see. And then, lastly, here
we have a line graph. So with these database blocks, they essentially allow us
to visualize and organize our data in a multitude of different ways that are
going to be super powerful. But also, there is a little bit of a learning curve to them, which is why I'm not
going to go over them in too much depth
right now as we're learning the foundations
of not Okay, so now that we know what kinds of blocks exist within Notion, another thing to mention here is how can we use them to
interact with each other? Well, there's a few
things to note here. The first of which is
going to be moving blocks, navigating blocks around
a different page. So what I mean by this is by coming to any one of
our given blocks here, we're able to do a
little bit more with these six dots than what I've just been showing
you and using to click and turn them into
different kinds of blocks. Because what we're able to do is instead of just clicking it, we can click and hold, and we're able to navigate these blocks to different
parts of the page. So right now, you get to
see that this block that I have right here
is a toggle list. And when I collapse this list, we get to see that
everything goes away. But if I grab this right here, I can drag it to live
outside of this toggle list. So now, if I just
drag it down here, it's now outside of
this toggle list. So when I collapse this, we get to see that
this lives by itself. Now if I want to put it back, I can always come and drag. And as you can see,
there's these lines that appear that tell us where
this is going to be placed. Now, as you can see,
if I come beside this, we get to see that there is
a different line right here. There is a vertical
line instead of our normal horizontal line where we would place right here. And that's because
by being able to drag these blocks
beside other blocks, we're able to create
column blocks. So right here, as you can see, this is now a two
column blocked setup. So just like we have our Advanced blocks down
here and the columns, we're actually able
to do this without having to come here
and click, let's say, forward slash and then
drag all the way down to then come to our Advanced blocks and then
select the columns. We don't have to do all of that. Because all we have to do
in this scenario is just grab and drag and then place
them beside each other. So now we have three
columns right here. Now, if I want to take this out, I can do so just
as easy by pulling them and placing them
wherever I want. Lastly, we also are able
to grab multiple blocks at once by simply
clicking and dragging. And by doing so,
I'm able to select here all of the blocks
within this toggle list, and I could drag
them out to live outside of this toggle
list, just like this. So right now, we see that
the only thing within this toggle list is
that little divider. But I can again come
here because they're all selected and just
click one of these, and I can put it back
in this toggle list. And also, if I want to select everything
including the toggle, then I can simply
just come right here to the six dots beside
this toggle block, and I can just click
it, and you get to see that the entire
thing is selected. And just as I was
able to do before, I can move this wherever I want. If I want to put it within
another toggle list, then I'm able to do so. You see, within this media block right here lives our
basic block toggle list. Again, we can pull it
out simply by dragging. Okay, so there you have it. These are our blocks
within Notion. There's so many blocks, we can use them in so
many different ways. And again, just to recap, the way that we can access this, the best way that
you can see all of your blocks within
Notion is simply by using this forward
slash function right here and
scrolling through. Here we have all of
our basic blocks. As we scroll down, we
have our media blocks. Down here, we have
our database blocks. And as you can see,
there are a lot of them. And then finally, we have our advanced blocks
as well down here. Okay, though, there
was a lot of content, a lot of things that we discussed within this
lesson right here. So I hope at least visualizing this data right here
in front of us, all the blocks that we can use was at least a
little bit helpful. Remember, if you
have any questions at any point throughout
this course, go ahead and drop those
questions in the Q&A section, and I'll be there to answer
your questions in no time.
7. Pages as Living Containers: So in this lesson, we're going to be looking
at another one of notions basic foundational
building blocks, and that is going to
be Notion's pages. So everything in notion, everything that we interact with, anything that we create, is going to be a combination
of pages and or databases. So this is to say that
understanding pages is going to be a pivotal part of learning notion and becoming
a master of notion. So now let's go ahead and create our very own brand
new blank page. So I'm going to go ahead and
do that by coming here under our workspace and then
hitting this plus button. And now I can add in a
brand new empty page. This is our blank slate that we are going to
be able to work with. So what are the
components of a page? What makes up a page, and
what can we add to our pages? Well, when we create a new page, we get to see that it appears
right here in our side bar, and we have this
little blank icon that's going to sit
right next to it. First thing that we're able
to do in terms of text on this page is going to be able to create a heading an H one. So let's go ahead and
name this blank slate. Now, before and prior lessons, what we did is we
came below here, and we went ahead and experimented with
different kinds of blocks. And yes, blocks
are a huge part of pages because by using these
different blocks here, we're able to create
these amazing creations with inntion but the
functionality of pages themselves
are more than just being a kind of blank
canvas for these blocks. So let's go ahead
and take a peek on how we can format this. Well, first off, we don't kind of have this blank
canvas that we are only ever going to be working
with because what we can do is have some
customization added to this. For example, the first of which is going to be
adding a cover here. So just by clicking that button, we have this cover that
was just auto generated, but if we come over here
and click Change Cover, then we get a whole
lot of other options. We have some colors
and gradients that are just going to be basic. We have some images from
the James Webb Telescope. This one here being one of them, you get to see there's all
these different options. We also have some NASA archives, some stuff from the MT, and really just so
many different options that we can use to
kind of customize. Once we click and
select a banner, what we're also able to do is be able to
reposition this here. So, right here, we
came to change cover, but we can also come
here and repositioning. And now with just a
simple click and drag, we're able to reposition how the artwork or the
banner, the image, whatever it may be
appears here on our page. Now, we're also given
another option here in customizing the
appearance of our page, and that's going to
be with an icon. So with our icon here, we can select from emojis, icons or even an
uploaded image here to dictate how this is going to appear here
within our sidebar. So let's go ahead
and choose an image, choose an emoji, and
I'll come back to you. Now, another option as well is also this randomized option. So you get to see all of
these appearing here. So this is more of a
little fun gimmick. So let's go ahead and just stick with this
one right here. We got partly cloudy
with some sun. Now, in clicking
out, we get to see that this icon is
going to appear here, but it's also going to appear next to our page
name in our sidebar. Because before,
where it was just kind of a document icon, now we have it to be a little
bit more personalized. Now, the next thing
that I want to know in regards to pages is that I don't want all of
you to think of a page as just that a page, because that name is a
little bit misleading because pages can act more
than just one off document. Instead, what pages
can be are folders. So I went ahead and
rename this from blank slate to a folder
to kind of illustrate this because let's
go ahead and come back here and let's
add in a new page. So I'm going to
click the ad button, and I'm going to add
in another empty page. So let's say that we're going
to use this page to hold some documentation
on a client of ours, and the client name is
going to be Horizon. So what we can do is take our Horizon client and put
Horizon inside our folder. So now we get to see that in this folder,
which, of course, doesn't have to be named folder, it now comprises this
document, this page. So let's go ahead and rename
this to make this be, let's say, a little bit
more realistic here. And the name of this page
is going to be clients. And now I have one of our
clients here Horizon. Now, what's another way
that we can do this? Well, if we want to create a
new page within this page, this folder, for lack
of a better word, let's go ahead and come
back to our forward slash. Now, instead of using
this forward slash to come to our basic blocks
as we were doing before, instead, what we can do is use this to create an
entirely new page. So right here, I
have a new page, and we can say this client
is going to be Acme. So now, right here, we have multiple clients, multiple pages within
this one page. Now, if we want to access these without coming into
this page itself, what we can do is come
to this drop down, and now we have all of these different pages that are comprised in this
one individual page. So far, what we've done
in order to nest pages within another page to have
that page act like a folder, we've dragged them in
here through the sidebar, and we've used our
forwardslash command. But also, there is another way
that we can approach this, and that is going to be just
using this plus right here. So instead of coming to our team space and adding in a new page
and dragging it in, we can just do so right here and we can title this
whatever we want to. So let's say our third client
is going to be Amazon. So just like that, I can now click out and we have
this right here. If I want to reorganize them, I can have it look as such, and now we are using
this page as a folder. So now just by simply clicking
on any of these pages, we are brought directly
into these new ones. Another basic
functionality of pages is going to be that when
we open any given page, whether that be this main
one or any sub pages, what we're able to do
is add in comments. So right here, we can
add in a comment, and then that comment is
going to be listed next to our name so everyone in our workspace know
who set that comment. Let me go ahead and
write in something here. So right here, I have a message that I
put here a comment. I said, list the most up
to date info you have on our clients within their
respective pages right here. So what we're also able to do here is instead of just
leaving this comment, if we have any people within our team within our workspace
that we have in mind, that can be, particularly
helpful for any given task. For example, this note that I have right
here, this comment, then what I'm able to do is I can use the at
function right here, and I can mention
specific people within our organization. So long, of course, as they're
in our notion workspace. So once we do that, once
we're good with our comment, we can just hit the Send
button right there. So now, this comment is going
to appear right here for anyone within my workspace
that is looking at this page. Now, once this is resolved, then you can come over here and you can hit this
plus button right there. Now, if I undo this, we also
have a reaction button. And right here, I
can also edit it, and I can copy link, Mark as unredO again,
just delete it. Now, lastly, within pages, in terms of commands, what I've been showing us
has been this forward slash, where we're able to do
a lot of things here. But another thing that
we're also able to do is instead of that forward
slash, we could hit space. And hitting space allows
us to use notions AI. Now, we're going
to be going into AI much deeper later
in this course, but you should just know
that this is right here, and we're given all
this functionality. If we have texts here, we can highlight it and we could
have it summarize it for us. If we want to have it
add any text for us, we can do so just
by typing it in, or if we have any other
commands that we want this AI to do within the
notion functionality, then we can tell AI to do that simply by typing
in right here. After just hitting
space on our page. Alright, so there you have it. This was our intro
in looking at pages that are beyond more than
just a blank canvas for us, but the pages itself have
a lot of functionality.
8. Move Through Notion Effortlessly: In this lesson, I want to
talk about navigating notion. Now, this is important
because notion is frankly quite compact software. Meaning, there's
just potential for a lot to be going on
throughout notion. Throughout all of your
pages, all of your database, there is a lot of
information that we can have pushed in
and stacked and crammed into our notion where it might be difficult
to find something. Not only that, but as we continue to create
nested sequences, as we have pages
in side of pages, sometimes it's going to be hard to actually get to
where we want to be. Let's say we want to
go back a few steps, but we don't want to
go all the way back to the beginning of any
one of our pages, and we don't want
to keep collapsing all of these lists right here. Well, whatever position
you may be in, learning how to navigate notion efficiently
is going to be something that will really pay dividends as you continue
to use the software. You can't talk about navigation without discussing
the search function. Now, this is a
function that notion really prides itself in, and that's because
there's a lot that we are able to do with
this search function. So this search function
at its most basic form, is going to be notion searching for titles
and block content. Now, when you think about it, titles and block content are essentially
everything in notion. This search function, especially as you build up your workspace, can come in quite handy as you have so much
content out there, and you're trying to find
maybe one little idea that you jotted down a while ago that you can't quite remember
where exactly you put it. So let's go ahead and
see this in action. Right now in the search bar, I'm going to type in deliverables. And now we get to see our
best matches right here is that this word appears
in our ACM document. So if I click on it, we are now brought here where I wrote deliverables due on
November 26, 2025. Our search function
does go a step further than just recognizing
text within notion because the
content that appears in notion is more than
just text itself. So that's why here within
our search function, we are given a lot of filters. Now, sometimes depending
on which version of notion that you're running,
these may be hidden. So if you want to unhide them, you should look for an icon
that looks just like this, and by clicking it,
you can open it. Now, here we have all of
these different filters. We have the sorting filters, so we can sort by best matches, buy a last Edited or created. Have filters of searching
for title only. So if, for example, I just wanted to find
a specific page, then I could do so by enabling
this title only filter. So if there was any point
in which my search appears in some kind of text content
on some random other pages, then that's not going
to show in this search. We also have some
created by filter, and right now because I'm the only person in the workspace, that is the only filter
that appears right here. We have our team space. Again, we just have
this one team space. So that's not going to give us any more options
there. We have in. So if we want to
search for within specific pages,
then we can do so. Let's say one of your pages has a lot of content
and you want to bring yourself right to
that exact content block, then you could do so by selecting the specific page and then putting in your search. And then, lastly, we also
have filtering by date here. Now, we have a few
options in filtering with this date because we can
filter it by last edited, and we can filter it by created. So those are two things that you just want to keep in mind. But now let's move on
because there's more to navigation within notion
than this simple search bar. So, for example, let's
say that we have multiple nested
sequences, right? We have pages within pages. Now, that's exactly
what we did with our clients page right here where I created
this clients page, and then I put some pages
within it like ACM. Now, here we're able to
see the exact sequence in which I got here by looking at the top of our
screen right here. So we get to see that I am within Adam Taylor's workspace, and from that, we
went into clients, and then from clients, we came into ACM. So this is another thing that
you should keep in mind. If you want to go
back, let's say, just one step, but we're within a document
within a document, and you want to go to
a specific sequence without coming to
your sidebar here, you could come and
just click up here, and then you're back
to your desired page. Now, next, I want to mention
something that is only going to be available
within the desktop app, which I am in right now. And that's going to
be tabs with Intion. So you can see right now that
I'm in the client's tab. And if I switch to any other thing in my
workspace right here, then you get to see
that it changes. Now, I have the option to open multiple tabs to have
multiple projects, multiple pages
open at once here. So if I hit this plus button, then I can open in a new tab. Now, what I can do here is
I can create a new page or I can open something that I've already
previously worked with. So let's go ahead and
just use clients here. So now I have my
clients page and my GLsTracker right here just like I was
on Google Chrome. So, with this tab function, we're essentially able to open as many pages as we want that
exist within our notion. And to get rid of them,
it's just like you would on Google Chrome or
any other web browser. You can just hit this X, and you'll be taken out. Now, another thing
to mention about searching within
pages or databases. And that is going
to be the first of our key strokes that I
want to introduce you to, which is going to be Command
plus F. If you didn't know, Command F is a keystroke
that is going to work essentially no matter where
you are on the Internet, to be able to find
specific text that appears on whatever page that you
initiated that keystroke on. Now, within Notion, within the desktop app or
on the website, this works the exact same way, where in hitting Command F, this opens right here, and we can search
for specific text within our page or database. So here, I don't really
have that much content. So let's go ahead and come
back to our welcome to Notion. And we can open up
all of these blocks, and now I can search
for something. Let's say that I want to find a specific example of
one of the blocks here. I want to go down to, let's say, our video blocks. So I hit Command F, and then I can just
type in video. And we get to see that this is now highlighted on our page. And if we have multiple
examples, like for example, if I type in blocks here, we get to see there
are nine examples. I could go ahead
and click through, and then it will
just bring me and highlight the specific
example that it is on. While we're here, I also do
want to note that there is a replace function that exists within our Command
F search function. So that means if we want to replace everything
that we type in here. So instead of saying blocks, if I wanted to replace this with just the word block,
then I could do so. And let's say I want to change
the capitalization here, then I can replace all or just replace
any individual one. So that's kind of just a
little note for you guys. Now, the same thing exists
on databases because this right here is a page
similar to a Google Doc. But here, within a database, we're going to have a little bit more information
that isn't going to be necessarily as
clearly available. So with our search function
within a database, we're able to search
for everything that we see right here, but this isn't everything that
exists within a database, because, for example, what I can do is type in the number 20, and we get to see that
there are two examples of where 20 appears
because it's highlighted. Or I can type in some
fields like the field done, and we get to see that two
of them appear right here. If I type in the field high, then we get to see this priority
high field appears here. But within all of these goals exist their
own kind of pages. So if we want to
search for something, let's say, success metrics, then we have to know
that if I come here to search and I just go
ahead and paste this in, we're not going
to see that here. So know that this
search function is a little bit limited
because you're not going to be able to
search within the goals in this case about those words
that you're searching for. But if we want to come to our full search
function right here, and I go ahead and
put that one in, then we get to see that
this is going to take us to our success metrics
within this goals tracker. Now, we get to see that
we're in our goals tracker because of this function right here that I
showed you earlier. We are within a goal
within our goals tracker. Okay, so there you have it. This was a kind of introduction to navigation with a notion, kind of all the basic
ways that we want to keep in mind and
going through notion, especially as we're
learning more, as we're opening new
pages and databases. These are going to be
things that are going to help us get around a
little bit more efficiently.
9. Link Pages Like a Knowledge Graph: By now, we know that pages
can be great on their own. But notion becomes really powerful when you learn
how to connect them. So in this lesson, I'll
show you how to link between pages and how notion automatically creates
back links that help you stay organized
and never lose context. So the first thing that I
want to note here is that linking pages isn't the same
thing as nesting pages. I'm mentioning
this because right here in our clients page, we created nested pages. So these are pages
that if we come down here to the page,
we could expand, and we see that these
pages live solely inside of this page right
here, this mother page. And by clicking on them, we get to open and we get to see what each of these
pages have in store. But now that's
different than what we have here in linking pages. So, first off, this means that these pages that I'm
linking don't necessarily have to live within the side
bar right here because we get to see action items exist here and it does here as well. But we don't see our Team
roster or project Alpha, which we can clearly see are different pages that
exist on this page. Well, first, let's
see how these react. Let's go ahead and click
in to Team roster. Well, within team roster, we get to see that
this is essentially just another page that has some team members listed
here. It's a roster. Now, if we go ahead
and return to this, we can also hover over this, and we can see that this team
roster does have a preview. Now, how is I able to do this? How do we create any one
of these given page links? Because you can kind of see
their utility is apparent. And in showing how
easily this can be done, this is going to prove
my point even further. So let's go ahead and get
rid of this project Alpha. Now, if I want to
go ahead and link to this project Alpha,
how can I do so? Well, the first and kind of most straightforward
method of doing so is going to be just
using our at function here. So we can at, and
then we can go ahead and type in the
name of this page, the title of the page. So I'm going to type in Project, and then we get to see this
link to page right here, and we get to see Project Alpha. So all I have to
do is select that, and now it appears right here. In creating this
meeting summary, it really is as simple as this. So this app function is great because instead of
what we covered before as nesting pages here in which we actually had to
create these new pages, here, we can just link to
pages that already exist. But now, this isn't
the only way that we can link to pages, right? This app function
isn't our only option. So let's go ahead
and get rid of this. So right here, I said, updated. And what I want to do here
is insert my team roster. Now we did before is we
use this app function. But instead of the app function, what we can do is use
our forward slash, something that we
should be quite familiar with at this point. But instead of using this to do a command or insert
some block here, we're instead just
going to type in Link. And with Link, we have the
option of link to page, and now we get to search for the page that we want to link. Here, I'm going to
do Team roster. So you see now that this
is now a linked page. But we can see that it acted a little bit differently
than we have our project Alpha
here because it came onto its very own new line. And besides just that, if I come over here, into our page in our
panel and I expand it. We get to see that it now appears right here
within the drop down. So there are two ways
of linking pages here. Let's go ahead and put both
of them here, linking pages. One of them being with our at command in which we
can just embed that within any sentence or text
that we are writing or we have our forward
slash Link Command. So we see here that our
link command can link pages in their own block and they appear in our
page dropdown. So you get to see that here, this team roster is
its very own block that could go ahead and
move to be wherever it is, whereas this at function here is embedding this
within our sentence. Last thing that I want to
cover is something that we went over quickly earlier
in navigating notion, but that is the
function of backlinks. So backlinks and Notion
are automatic links that show you where a page
is mentioned elsewhere. So in seeing these,
you can easily trace connections and jump between related content without
ever losing context. So where does this back link
exist in our project Alpha? Well, this only exists if you
know where to look for it. Where prior, they existed
below the page at the bottom. Now they exist in this little
sneaky area right up here. So the same place
that you would add a cover to your
page or customize the layout is where you are also able to
see the back links. So you get to see that this is mentioned right here in
our weekly team sink. Now, this is separate from
the links that we have above here because this is telling you where does this
project Alpha exist? Well, it exists most largely under Adam Taylor's
workspace right here. But if you take that
one step further, it exists within projects. And then within projects is
the smallest kind of piece, the smallest folder in which
this project Alpha lives. You can see that it
is not, in fact, connected to our weekly
team sync document. The same thing is going
to be the case on if we come to this page right
here, action items. We get to see that
there is one back link, which is our weekly team sync. But up here, we get to see where this item actually lives. It lives within, again, my workspace, document
Hub, action items. Is different than
pages that are nested. Because if we come here within clients and I come
to Acme right here, we get to see that
this does, in fact, just live within
our clients page. Okay, so there you have it. This was our lesson on backlinks and linking pages and how they
differ from nesting pages.
10. Share Pages Without Breaking Things: So as most of you who've
bought this course know, notion isn't just for you. It's for your team, for your client or even
the entire Internet. So in this lesson,
I'll show you how to share your pages with others, whether you want someone
to just view a doc, leave comments, collaborate live or duplicate your template. So here we have a page that
we created last lesson. Now, to share this, whether it be within people that
already exist within your workspace or people
you want to invite in your workspace or even anyone
that's outside of this, all we're going to have
to do is first come to our share
function right here. So click it and we are open, and we get to see a few things. First, we get two tabs here. We have our Share
tab and we have our published tab that I'll speak about a little bit later. So now focusing
on our share tab, we get to see everyone
that has access. Beside that, we get to
see the permissions here. You get to see that
there's full access, there can edit, can comment, can view, or simply remove. Now, below this, we have something that mostly
acts like a folder, which is People in Adam
Taylor's Workspace HQ, which is this team
space right here. So this is telling
us that everyone within this team space is
going to be able to see this because we get to see that this page right here is
living under our workspace. Now, separate from
our team space, we have everyone within our
digital skills Academy. So this is different
because we can create multiple
different team spaces. And some people might be in one team space and
not in another. But regardless, we have our permissions right
here that we can change. And when it comes to people
within our workspace HQ here, we can also expand this
and then be able to see all of the individual
people and their access level. Now let's look at how we
can invite someone who doesn't exist within our
workspace into this page. So let's start out by
typing the email of our new friend Nick Noon. So here we now have
our new friend Nick Noon added in right
here into this invite box. Now, one thing to note here is that we don't just go
ahead and invite them. We can also control
their permission level. So we have full access. We have C comment, C view, and if you have a
plus membership, you can give them
simply Cit permission, which is the same thing as full access except they're not able to share
it with others. So let's go ahead and start
off by giving our friend Nick notion a simple permission of only being able
to view the page. So now, as I go ahead
and click Invite here, it's going to bring us into the next thing that
I want to mention. It is going to ask us if we want to upgrade this
guest to a member. So, this might be a question
that many of you might have. If you go ahead and share a page by putting
in an email and inviting someone into
that page itself, does that mean they are immediately a member that
you have to pay for? And the answer to that is no, because whenever we invite people into pages with a notion, they are only ever going to
be invited in as guests, meaning that they're not going to have
certain privileges, but also that means
we don't have to pay for them because remember that notion operates on a per member per cycle
pricing plan basis. This means that if you're
paying for Notion, if you're on any plan
besides the free plan, then any member
that you add into your workspace is going to be someone you
have to pay for. So now let's go ahead and move over into Nick
Notion's view to see how him being a guest can differ from a member
within our workspace. So now I can go ahead and move over to his email
to see this invite. So, right here, we see
there's a new email, Adam Taylor via Notion. We see that Adam
Taylor is inviting him into the page
weekly Team sink. So let's go ahead
and click this, and we are then going to be
brought into the page itself. Now, I also want to know if you are going to be
inviting someone that doesn't have a notion
account is first, they're going to have
to do a verification code, and then second, they are going to have
to create a profile, which is simply just putting
in their name and adding in a profile picture
if they so choose. It is very simple
and straightforward. There's not much friction
to the process at all. Now that we are in the page, we can see how
being a guest kind of operates a little bit
differently than a member, B first and foremost, we don't see anything
in our sidebar here. We are only able to see
our weekly team sink, which is this page that
we were invited to. Now, as an extension of that, we can also see that all of the linked pages
that we had before, we see project Alpha, action items and Team roster are now just showing
as no access. This is because they don't have access to the entirety
of our workspace. They only have access to what we invite them into as a guest. Now, if we made him a member, if we made Nick Notion a member, then he'd be able
to see everything here that members within digital skills Academy
would be able to see, and therefore, he'd also be able to see these linked pages. Now, a way that you can kind of circumvent this is you can invite guests into these pages
that we see are no access. And in inviting them into
these pages individually, they're then going to be
able to use these links. Now, another thing
to know is if we are going to invite a guest into, let's say, this clients page, then they are going to
have access to all of these pages because
these are nested pages, while in weekly team sync, these ones are linked pages. So again, remember, there is a difference
between those two. Now, let's go ahead and change Nick Notion's permission
to have full access. So instead of just
being able to view, he'll be able to edit, as well. So now, in refreshing
the page as Nick Notion, I have full edit permissions, and I can do essentially whatever I want
within this page. If I go ahead and take
this one out right here, we can go ahead and look here, and we get to see
that is now Okay, so now that we've covered
how we can invite people in and what they're able to
do with their permissions, the last thing that
I want to know, at least on this panel is going to be our
copylink function, which is essentially going
to operate the same way as inviting someone
here with their email. So you can use this
copied link if, let's say that you're
in a slack chat or you're in Discord, and you want to invite
a lot of people to be able to see your page, you can go ahead and use this copy link function to do that, instead of having to ask all the people what their emails are and then putting it in here, it's just going to be
a little bit easier. But now I want to talk about the other way that we can
share pages with a notion, one way that might even be more common than sharing
with this function, and that's going to be
exporting our pages as PDFs. So for whatever the
reason may be that you want to go ahead and
export this as a PDF, to print it, to share
it with others, to either save it
on your computer, it is going to be
a simple process. We can just come up here and
instead of clicking Share, we're going to come
to icons over. We're going to come
to these three dots. We can select them. And then ignore all
of these until we come down right here to
our export function. Now, in clicking
that, we get to see a few different settings
that we can change. First is going to be
our export format, and we have three of those. We have our PDF, our HTML, and our Markdown and CSF. So these latter two right
here are going to be more useful if you're going
to be exporting a database. Now, speaking of databases, this next setting right here
says, include databases. Have a current view
and default view. This one's only
going to be relevant when we go over databases, which we will a little bit
later on in this course. Next, we have our content, so that's going
to be everything, or do we want to exclude
files or images? Keep that as everything,
doesn't matter in our case, because we don't have
files or images. We have our page format. We can change it to
A four, A three, keep it to be whatever we want, and we have our scale. So now let's go ahead and export this page just so we
can see how it looks. Okay, so here is
the exported PDF. So note here that all of our links are actually
still intact. And if we do want to click them, then it actually will link us to these pages or projects
that we have listed. So this could be
helpful if you're going to be sharing these
files with other people within your workspace
or maybe even just keeping it on your
computer to access later. So we essentially
see everything as we see it in Notion,
except down here, we have a little bit
of extra information where we have the
title of the page, and we have the page number. Okay, so there you have it. This was the basics of
sharing your pages on Notion.
11. Publish Pages as Simple Websites: The last lesson, we
discussed one of the fundamental
aspects to notion, and that was sharing our pages, sharing the pages
that we create. But besides the share
function, we have publish, and publish is
essentially turning the page that we create
into its very own website. So yes, you heard me correctly. We are able to create
websites within notion. And not only are we able to, but that is exactly what we are going to do
in this lesson. Now, personally, I think this is a great project for us
to go ahead and work on because it's going to be able to put a lot
of the things that we've learned thus far in
this course into action. So let's go ahead and actually take a look at what
we're going to build because I've already went ahead and built this website. Now, let's go ahead
and view this in a proper website view. And then I can go over,
talk about a few things, and then we can
get into actually building the entire
website from scratch. Okay, so here we are on the site that we created fully in Notion. Now, one thing that I want
to add at this point is that this here is a
basic site, right? Because so far we've
only learned so much, and there's still a lot
of the course to go. So, what we're going
to be doing throughout this course is as we
learn more things, we're going to come back
to this website lesson, and we're going to be adding into this website
that we've created. Because as you can see, right now, we have
some tabs up here. But if we come here
to our courses, you get to see that this
here is going to be blank or About me section
is going to be blink. So that's just to say
that this website, what we're going to be
doing in this lesson, isn't going to necessarily be the finished product by
the end of this course. But still, as you can see, this isn't just any
Rinky dink page here. This actually does look like
a pretty decent website. Alright, so let's go
ahead and come here into our workspace and add
in an empty page. So although we're
creating a full website, the start here is going
to be the same as it is with any other thing that we worked in notion with so far. So the first step of
this is going to be having our page title here. Now, one thing that is a little bit unfortunate
for notion is that we can't just ignore
this new page title because blocks add
a little bit more, you know, flexibility, and
we're able to edit things with a little bit more control as compared to having a page title. But it is the case that
when we do publish a site with notion that if we
have this blank right here, this new page,
then on that site, it's going to appear just as it is right now where
it says New Page. So instead of being
bummed out about this, let's go ahead and use
it to our advantage, and we can go ahead and put a little bit of a
tagline right here. In our case, what I decided
to do was just put in this. Hey, I'm Adam Taylor with a
little bit of a waving emoji. Now, typically, we're not
able to go ahead and put our forward slash
command and then type in emoji to be able to do an emoji. So what I did here is
I just came down to a free block where I am able
to do the forward slash. And then I typed in Emoji, and then I just went
for the waving hand, and then I copied it as such and then pasted
it right in here. So we now have this
waving hand emoji. Okay, so now we have the
tagline for our website done. But before we go any further in actually
creating this website, I want to bring our attention to a few things right here
under these three dots. So under these dots, we are given a few
different options. Some of them are
going to be relevant for us in actually
creating a website. The first of which is
going to be our font type. So we have the default font that we've been using
throughout this course. We have this monofont
which isn't very good, at least for the kind of
website that I'm going for, and we have this Serafont. Now, this serapont is
personally what I want to go ahead and use for this website just because
I like the way it looks. The next thing that I want
to do while we're here is come over here to the
customized page settings. Now, this is because
what I want to do is I want to turn off a
few of these things. Like, for example,
for our backlinks, instead of being show on hover, I want to turn this off. And our page discussions off table of contents isn't
going to be relevant here, but I'll still turn it off. And our inline comments, I also want to put
down to minimal. This is also all of
these options here are going to be
least intrusive in our actual final
website because we don't want our website to
feel like it's a document. We want it to feel like
it's an actual website, and all of these little
settings here aren't things that are going to help us
get to that website feel. That's why I recommend
just turning them all off, and that's why I'm
going to do that in this build in this project. Okay, so now that we got those two settings
out of the way, let's go ahead and get back
into actually creating this. And to do so, I'm
going to go ahead and hide over our side panel, just so we're going to be able
to see this from a view of a person that's actually
going to be visiting this website or at least
a more similar view. Okay, so now looking
at our reference here, what we have next is
a two column layout. So let's come ahead
and come back in here, let's go ahead and create
those two columns. Now, as we've covered before, we could go over here and we can turn this into a
two column setup. But personally, the way
that I usually approach this faster way is
just going ahead and putting in the slash here
and then typing in two C. And then that will give
us our two column setup. So as you can see, we have this one
column right here. We have the center line, and we have a second
column right here. So in this right most column, what I have here is an image. So let's go ahead
and input an image. Again, it's the same thing. We could come to these
six dots, but instead, the faster way is using our slash here and then
just typing in image. So now that I typed in image, I have a few different options. But what I'm going to
do is I'm going to upload in a file of my image, and then I'll come
right back to you. Okay, so we now have
our image right here. But as you can see, doesn't look exactly the same
as it does right here. That's because we are able
to crop this one to be, in fact, a circle. So what I can do is I
can come to this image, and we have all of these
different options here. You see, as you hover over them, you get to see what they are. You have comment, caption, crop, expand and download, and we have a few
more options as well. But what I want to do is, I want to crop this photo. So here, in the
cropping function, if we come to the top left, then we have a few options as to how we can crop this, right? They have a few
presets right here. But what I want to do is
simply click the circle one. Click the circle. Click Save. And now we have out circle
image just like this one. Okay, now, next, what we have is going to
be our headline. Now, since I already created this website and I
did all the copy, I'm not going to
bore you out with me actually typing all this out, and I can just paste it in. But one thing that I do want to know is that as you just saw, when I paste it in
in a very new block, this is going to be
just simple text. But instead, if I
just want to go ahead and have this pasted
in as a heading, then what I'm going
to do is have this double hash tag right here and I'm
going to hit space, and that gives us a
heading two, which is, in fact, the exact kind of heading that I want
to be right here. So now, let's go ahead
and continue under here. And where this here is going to be the main headline right
here saying what I am, I want the text below
to be a subheading. So instead of being
that heading two, we can have this be
a heading three. So to do that, I can
just do three hashtags. Then you get to see
that there you go. You have a heading
three, ready to go, and I can go ahead and just
paste in what I had before. I built online courses that
simplify complex topics, and I help creators
turn their skills into scalable digital business. Now what I want to do
before moving on is I want to reorient everything
because as you can see, this here doesn't look as
good as it could, right? All of this looks quite
crammed right here. So what I'm able to do is
actually grab this sidebar and I can extend it out essentially however
far I want it to be. So if I want it
to be all the way here to be essentially
a full page length, then I can click drag
and then release, and you get to see
that I do, in fact, now have a full page text making this picture
here massive. Let's go ahead and pull this in, though, so I can release
right about there. And having it like this
looks a little bit better. But looking at this text here, I actually want to change this one from being
a heading three, back into being a heading two. I just think it looks a
little bit better like that. And with that, what I want to do is I want to drag it out just a little
bit more like that. And I don't want the picture of me right here to be so big. And I have a few options
of being able to fix that. But I think the
best option would be coming here,
pulling this tab, which is separate
from the big one because if I pull this one in, that's going to be
pulling everything in. I just want to pull
in the size of this image to shrink
it just a bit. And I think about that
size is going to be good. Okay, so now let's go
ahead and compare the two. I think it's looking
pretty decent right now. So next what we
have are going to be these two little
buttons down here. No, we haven't actually
fully discussed buttons yet. So I want to take this
time to kind of give a quick run through
of what buttons are. And we'll go a little bit deeper into it later
in the course. But for now, what I want
these buttons to do is actually redirect to different
pages within this website. So first, what I want to do
is create these buttons. So I can do this
slash and then type in but and then hit
Enter right here, and we have a new
button right here. And I can do the same
again, right here. I'll do another
butt and hit Enter. And we have these
two buttons that are going to be ready
to be programmed. But first, to be able to link to certain pages
within our website, those pages have to already exist somewhere within the site. So what I'm going to do is actually create a
new block here, and I'm going to be
linking to all of the pages within the
footer of our website. So let's go ahead
and move over to the finished website so I can show you
exactly what I mean. So right down here, we
have our site navigation, which is just a toggle block has all these three
different pages that I am going to link to
or that I at least want to have appear on my
website at some point. And again, to be
able to do that, they have to appear somewhere. So I'm putting them right
here into this footer. So let's go ahead and actually
create that footer now. So right above that footer, I had a divider. Now, to do the divider, we could go ahead and
do our slash Command and type in divider
and hit Enter. Or instead, the way that I like to go about it is just
put three dashes, and as you can see, the
divider has now appeared. Okay, so now for this footer, we want to have
two things, right? We want to have our
site navigation, and we want to have
our copyright, our Adam Taylor 2026 copyright. So to do with copyright, what we have to do is
hold Option and G on Mac. And on Windows, if
I'm not mistaken, you are going to have to type
in, like, a little code, but you can search
that up or you could even just copy
it online somewhere, which is probably the easier approach to go
ahead and do that. So I put in this
copyright symbol, and then I'm going
to go ahead and type in Adam Taylor 2026. And now, as I said before, we need to have
two columns here. So what I'm going to
do is I'm going to enter into a new block, and I'm going to do the
same thing as we've done before. I'm
going to do two C. Create these two columns. And I'm going to drag in
this text block to be inside of our two column
block right here. So right now, we
have this column, and then we should have
another one right here. And here, what I
want to do is create a toggle list that is
titled site navigation. Now, we can again come into here and click Turn
into a Toggle list. But the better approach, the one I like to take is going ahead and just putting
that symbol right here, hitting space, and I can
title this site navigation. What I want to do is
create three new pages that are going to live within this website that are going
to appear within the website. It's going to be
an About Me page, a contact page, and
a courses page. Now, I could just go
ahead and hit slash Page and create a page for each
one of them individually, but a better kind
of faster approach, a little hack here is instead
to create a bullet list. So I just hit Dash there and hit space to create a bullet here, and I'm going to
type in About Me. I'm going to type in courses and I am going to type
in contact as well. Now that I have these
three bullet points, what I can do is I
can click and drag, select all three of these. I can come here, I can
click turn into a page. So now we have three
pages that live within this website all under this little toggle list that can kind of hide
down under here. And in order to hide
this even more, what I want to do is go
ahead and come here, and I want to change the
color here into gray text. So it's just a little bit
more invisible right there. Okay, so now we can go
ahead and actually create these buttons and
giving them names and actually giving them pages
for them to link to. So in my example, I had
two buttons right here. I had to view my courses
and I have who I work with. I don't actually plan to create anything here
with who I work with, but that's more of just
to kind of give you guys an idea of how
you could format this. So let's go ahead and do
this view my courses one. So we have the name of
the button right here, and what I can also
do is add in an icon. Now, just to make
this more clickable, more like a website, we can go ahead and definitely
add in an icon here. I'd like this arrow right
here, this little blue arrow. I think it looks
super clickable, and it just makes sense. So now we have the kind of visible aspect to
this button done. Now we have to get into the conditional side of this because all buttons are essentially
conditional statements, where the when is the
button being clicked which is going to lead to
some kind of action, right? There's all these
different actions that we have right here. But instead of kind of
going into all of this, I'm just going to
go ahead and do this super simple one in
opening a page form or URL. So in order to
select the page form or URL that we want to
go ahead and link to, we just click this again, and then we have the ability
to search up our pages or paste in an external link that we want this
button to then lead to. So I'm going to go ahead
and put in courses. I should have two right here because this is the one from
the actual finished one, and this top one should be the one that
we're creating right now. But because I'm not
actually publishing this, this doesn't matter that much. But one thing that I do also
want to bring your attention to is going to be this
function right here. So right now, the
action that this button is going to take is
when it's clicked, it's going to open our courses
page in a center peak. So that means it's just
going to kind of sit here in the center
of our screen. But we don't want that to be
the case because, you know, that's very notion, software, app like, but we're
making a website. So we want to make it
feel like a website. So instead of doing the
center peak function, what we're going to do
is do this full page. So it's going to open
in its own full page. So we can now go
ahead and hit Done. And now we have this
second button right here, which I have titled who
I W W. And we can go ahead and add in that same
exact arrow icon right there. And we can have this one
again, lead to a page. We can select the page. This page can be the About Me page that we're
going to create, and we can again have it in a full page, and
we can hit Done. Okay, so now we have our heading section of
our website complete. So now let's go ahead
and come back to our reference website to
see what we have next. Now, the next part is
our student reviews. But I also want you
to notice that there is some spacing right here. Now, in other website builders, you could typically add padding, but we don't have
that within notion. So the way that I
create space between separate blocks is just adding
blank blocks in between. So right now, what I
just did is I added in a few blank box under
my image right here. And now to kind of operate below this two column block to add in our next section to add
in our next divider, what I'm going to do is
I could come and drag this block to leave
and sit right here. Alternatively, I also could have just duplicated this block, so I can just click that right there and then hit Command D. So now I have a second divider right here, but
either way it works. So now what I want to do
is I want to actually take this block that I just dragged
out from under my image, and I want to put it in
between these two dividers, so I could go ahead and get
started on this next section, which we student reviews. So here, again, what I
had was a heading two. So to do our heading two, I'm just going to do
those two hash tags, and then I'm going to
type in student reviews. Okay, so now let's go
ahead and hit Enter twice. And now what I want to
do is I want to insert a quote block because these are testimonials.
These are reviews. These are quotes
from other people, and the quote block just makes it look a little bit more nice. So I'll do my slash here, and I'll type in quote, and now we have our quote. Now, if we look back at this, what I did is I had
these star emojis. So again, to insert an emoji, we can do our slash Emoji. And you can type in star, and we'll have our
star right here. I hit Command C, and then I pasted it to match
the review of the student. So right here, I
have five stars. Now, to go ahead and enter into the next line to put their name instead of
just hitting Enter here, which is going to
give us a new block, what we want to do instead
is hold Shift and Enter. So holding Shift and
Enter allows us to create a new line within the same block without creating a new block. So again, and looking back, there are a few stylistic
formatting choices that I made here that I do want
to walk you through before I just go ahead and
paste in the next two. So the first of
which is going to be the style of putting
in this course title. If I could just go ahead and copy this and I move over here, let me go ahead and put a
space here with the dash. Once I paste it in, it's going to paste as it appeared on the
other notion page. But you can see that
this is clearly not how normal text actually
appears within notion. And that's just because
that text was italicized. So I typed it in just, like, so Google My Business, local SEO and Google
Business profile, the name of this course. Then I just highlighted
it all and hit Command plus I to
make it italicized. Now moving on to this next line, we have the name of the student, and again, a stylistic
choice that I made here was to bold the name. So I just hold command
and B to bold. And as I type this in, we get to see that his
name is now bolded, and if I go ahead and command
Enter to the next line, I'm going to have to
deactivate this bold. So again, Command plus B. And then I can just copy and go ahead and
paste in this review. So now we have one full
review right here, and you can see all the
choices that I made here. So now let's just go
ahead and paste in the other ones since
you know how this goes. Now, one thing
that I did, again, is I used an empty block here to create
some space because if I just go ahead and paste
in another review here, it's a little compact here, and I personally like having just a little bit
of space between the two, just so people are able
to go over and kind of see them as separate
pieces of social proof. Again, we can do the
same thing here, so I'll just put in
two spaces there, and we can paste in
the last review. Okay, so now before moving on, let's go ahead and do some
subtle formatting here because right now people
are going to land and they are going to see this page. And I don't want
these student reviews to be necessarily that
visible right here, when they land, I want there to be a little bit more space. So what I can do is I can
come here to student reviews, and I can hit Enter right here. Another thing that
I'd probably like to do is go ahead and
put in another space. But instead of just
leaving it like that, I can drag this empty block to live right under here to add in a little bit more
separation between this divider and this
two column layout, my picture, and all. So I think having this spacing like that
looks a little bit better. So now let's go ahead and again, we can duplicate
this divider and we can drag it in to
live right over here. And we can go ahead and
hit Enter to then put an empty block in between this next section to go ahead and create
this next section, which is going to be
our featured courses. So, as you can see,
this is going to start off with our
title right here, which is going to
again be an H two. And it's going to be
titled featured Courses. Now, for these featured courses that I am going to
have highlighted here, there actually is a way to do
this with databases that we will cover later on in this course as we continue
to learn more about notion, and as we continue to come
back to this website to kind of beef it up a little bit with the new
things that we learn. But for now, what I'm
going to do is only use the things that we have discussed so far to be
able to create this. And that is going to
go ahead and start off with our three column. So before we've been doing two columns now we
are going to have three columns to show off
three different courses. So what I did for showing
these thumbnails of the course is I simply just uploaded in
the thumbnails themselves. So that's just going
to be a slash image. And we can go ahead and just
upload in that thumbnail. Okay, so now we have
this thumbnail, and I'm going to go ahead and do that same process
for these next two. Okay, so now we have all three course
thumbnails right here. Now, what I want to know is that these don't
necessarily have to live on our website
as solely images. Now, of course, as
you can see here, I did is I put in some
buttons to view the course, but we're also able to allow people on our
page to redirect them to these courses and simply just clicking the images, the
thumbnails themselves. And to do so, we just
have to come into more, and then we can come
into more options, and we can add a
link to this image. So here, we can paste a link. I could paste a link into these respective courses that is then going to
redirect any person, any potential student on my landing page
into those courses. So this is exactly an
approach that you can do. Let's say that you
have something similar to mine where
you're going to be showing off some kind of service or product
that you're offering. You could go ahead and
paste in this link. And in the case that you are, you could go ahead
and even add in a little bit of an
incentive right here in the title to
make people click. So I could have a
little funny line like this, like
featured courses. And then in brackets,
we have with promotional links with
a little winking mochi. Now, this, of course, is kind of going to depend on, you know, your ICP, the
people that you're targeting, and the kind of
overall tone that you want to create with
your website because, you know, this is an overly
professional, obviously. But that kind of
works in creating a website on a platform
like notion because, you know, this isn't trying
to be overly professional. Instead, we're going for a
more personal approach, right? Because right here, we have
our tagline here saying, Hey, I'm Adam Taylor. So you're immediately
starting with a more personal one on
one connection with your clients or whoever
it is that is going to be visiting your site, right? Exactly shown with
this little tag line. So doing kind of,
you know, funny, goofy stuff like this can work if that is the style that
you are kind of partaking. Now let's go ahead and move on to adding in more
information here. So I'm going to
click below this, and we have a new block
that we're able to go ahead and edit that is living within this
column right here. Now what I want
to do is go ahead and put the title of
this course here, but I want it to be
in a Heading three. So again, I'll just put
three hashtags right here. We have our heading three, and I can just paste in the title. So now I'm going to go ahead and do that for all three of these. Okay, so now that we have these, what I'm going to
do is hit Enter, and we can go ahead and put in our subheadings right here. This is just going to be more information
about the course. And instead of, again doing
another heading three, here, I'm just going to
stick to normal text. So let's go ahead and paste in what I have for
each one of these. Okay, so now these
three are all in here. But of course, we don't want
to kind of leave these to be as they are right now
because as if we look over, you see this looks
much better than this. This is all just
way too compact. There's way too much text
just stacked on each other. So what we're going
to do is do the trick that we learned in the
beginning of this lesson. We're just going to go
ahead and drag these out a bit to make them appear a little bit
more prominent on the page. Alright, so I think immediately that already looks better. So another thing that I
want to do is I want to add an empty block right there
to create some more space. I'm going to turn this one
into, say, a heading one. I think that looks a little
bit better just because of how large all of
these thumbnails are. That complements it
just a bit better. So I can add in that complements
it just a bit better. So now the next step
is going to be adding in buttons right here
for each one of these. Now, I said before, we can
link our images right here, but that one isn't necessarily going to be as clear for people. We want to give them
something that's going to be a clear call to action, which is going to be a button here that is going
to say view Course. So let's go ahead
and put in a button. So I can do that,
and the button is going to be titled view Course. And we can go ahead and use this same icon that we have
been using across this. It creates a little
bit more consistency, and there's just
nothing that comes to mind right now that would
work much better than this. I think this arrow
here is perfect. And with the button
being clicked, the action is then going
to be to open a URL, and then you can have a URL
to your product right here. I can have the promotional link. It can be whatever you want. I can link to your YouTube,
whatever it may be. So for now, I'm
just going to have a placeholder link here because we're not
going to be using. Once we create this,
we can hit Done. And what I can do is I
can just go ahead and duplicate these and we can
drag them into each one, which is going to show a
little bit of a problem. And that problem is
we get to see that this doesn't really look
very uniform right here, because one thing I don't
like here is that we have all these buttons on
different levels of our page. You know, it's not consistent
as we can see right here. Nor does it have
much spacing, right? I want to add a little bit more spacing because there
is a lot going on, and the buttons themselves
aren't that big. So a little hack, to be able to have things
all on the same line is actually just creating
a new column set. So let me go ahead and create
a new block right here, and I'm going to
drag this block to live below this three column. But what I'm going to do
is I'm actually going to make another three column
here. So I'll do three C. Now we have three columns. And what I'm going to do
is I'm going to drag in these buttons within
this column right here. And now we have all
three of these living in a new separate column because if I go ahead and
highlight all of these, you get to see
that those are in, you know, their own column. But one problem that we have
right now is that they're not aligned with their
respective courses. So in order to fix that, we
can do is grab on the side here and we can extend to
be the length of this. So we get to see
that this line here is lined up essentially
perfectly with this line. Maybe we can drag it
out just a tiny bit. You can see that this line
is aligned with this line. Now, you get to see that
you do have full control. You can pull it way out here. But now, we just want to go ahead and have it
to be lined up there, which looks roughly
perfect in my eyes. Now, the last thing
that I want to do here is I want to add in a
little bit more space. So I'm going to go ahead and create a new block right here, and I'm just going to drag
it to be above this divider. So now we have a little
bit more separation from our featured courses and their buttons to our
footer down here. If I want, I could even add in another one
empty block there. So now what we have
done in the span of this lesson is we've created our very own website with the things that
we've learned, right? Everything that we've learned
in notion has culminated so far at least into creating
this little project here. And I think it's quite
impressive that notion of productivity platform is
able to do this for us. But we're not done just yet, because what we have to do
is we have to come up here and to our share and
instead of sharing, as we did in the Pier lesson, we're going to
come into publish. And we can just go
ahead and hit Publish. And now we have a live site. But there's still
a few more things that we are able
to do with this. So let's go ahead and come
into our site settings, and let's customize
the site styling, because right now, this is how this site
is going to appear. You know, actually,
let's go ahead and view this site as is. Okay, so right here, we have our website, and at least right here, you know, everything is
essentially looking you know, as we were able to
see it in notion. But if we look up here, we have some extra elements
right here in our header. So if we come back into notion, we can come here into
our site settings, and we can customize
our site styling. Now, the first thing that we have right here is
going to be a theme. So if we set the
theme to system, that means anyone who views
our website is going to view it in the theme
of their computer. So if we go ahead and
set this to dark, then that means people with dark settings are going
to view this like this. So if you don't like
how it looks in one or the other,
and light or dark, if you kind of built it
around one kind of theme, then you might want
to go ahead and just have it set to that theme
that you built it in. But looking below this,
we have a favicon. So this is essentially
going to be the little thing that
appears right next to it. Right now, it's a
notion favicon, but we can upload in our
own image, let's say, the image or logo of our
brand right here to kind of have it appear
a little bit more professional and a little bit
more kind of put together. Now we have our header. Our header is all of
the things that we saw right here and it allows
us to edit some things. First off, what I would do
is personally just really take off almost everything
that we see here. Now, I'm going to go ahead
and keep duplicate as template because I want you guys to be able to
come to this site. I'll have it in the
resources for you, and you'd be able
to duplicate this and use it as a template
for your own use. But if you want to go ahead and get rid of it for yourself, come to the header settings, and you could turn it off. But here, I will
keep it visible. Now, the next thing
that we're going to do is change our navigation. So this is going
to allow users to click onto different
pages within our website. Now, this is exactly why I added in the site navigation at
the bottom of our site. It was to do this exact thing. So we are able to
have people be able to navigate through the
different pages right here. We can reorder them if you want other ones
to appear first, keep them as such, and we can go ahead and
publish our changes. Now, there's one more thing
that I want to mention here, and that's going to
be the link itself. So, right here, I have digital skills academy dot non dot SIDE because Digital Skills
Academy is the name of the workspace that
we've created right here and Adam Taylor dot
non dot SID was taken. So right here,
what we're able to do is come here in
our publish tab, and we are able to come and manage all domains because
before changing this, this was just a bunch of
random letters, right? It wasn't communicating
anything. So if you want, you
could come over here and you can update domain
name right here. Now, alternatively,
what you're able to do is create a new domain. Now, if you want to have
a complete custom domain, then you can do so
paying $10 a month. But this isn't something
that I would do because you can
definitely buy domains to be a little bit cheaper than this elsewhere and then
connect them into notion. So if you do want
a custom domain, I wouldn't do it
with the Notion, but if you do want to
create multiple sites with this dot notion
dot site domain, then you could go
ahead and do so, and it's completely for free. Now, one thing to note is that if you do have a free plan, you're only able to
create one site. And if you have a plus plan, then you're able to create five. So just keep that in mind. But there you have it. This is essentially our
finished website for now. Let's go ahead and
refresh this to see all the heading
changes right here. We get to see About
me courses contact. Right here, you can duplicate
this as a template. And this is so far what
we've created a notion with this website with the things that we've learned
in this course so far. As I've continued to say
throughout this lesson, we will come back and beef up this website with new
things that we learn. So we're able to put
those things into practice into some
practical application here.
12. Why Notion Databases?: You've made it this
far in the course, you already know the
basics of notion, pages, sub pages, blocks, and how everything is
built from simple pieces. Now, we're stepping into the feature that truly
makes notion powerful. It's the feature that turns
notion from a nice note taking app into a system
that can run your life, your business, your team, and your brain.
That's databases. And the funny thing
about databases and notion is at first, they
sound intimidating, but once you understand what they actually are
and why they matter, you'll realize that
they're simply structured pages
with superpowers. So this lesson is your warm up. Think of it as a big
picture tour before we dive into the more hands on
detailed walk throughs later. You'll walk away with
a conceptual roadmap so that when you start
building databases, it all clicks into
Pace immediately. Let's get into it. So what actually is a
database and notion? Well, you know how a
regular notion page is basically like
an open Canvas, where you type,
you add headings, you drop images, and
you create lists. It's flexible,
unstructured and freeform. A database now is the
opposite of that. It's structured, it's organized, and it follows rules. The easiest way to
think about it is this. A database is a collection of pages that all share
the same structure. So I want you to imagine
a table of tasks. You have the task name, you have its due
date, its status, its priority, and
assigned person. Each row is one task, but that row is also
a page that you can click into and fill in
with more detail notes, checklists, files, em
beds, whatever you want. So instead of
having random pages scattered all over
your workspace, databases let you organize
information in a clean, consistent and structured way, all without losing
notions, flexibility. Now, the structure is where
the magic comes from. Now, why do databases
even matter? Well, once you
understand databases, something shifts within
your notion experience. Because Notion stops being a prettier Google Docs and
becomes your dashboard, your planner, your CRM, your Wiki, your project manager, whatever you want it to be. Now, why is this?
Well, it's because databases give you four
powerful abilities. The first of which is they
simply keep things consistent. Every item follows
the same layout, the same properties, the same
fields, the same structure. So you don't have some
pages with dates, some without, and some with
tags, and some with nothing. Next, they make information
searchable and sortable. So you can filter by a whole bunch of
different variables. Things like All
tasks do this week. Things like all
content ideas tagged high potential or all clients
with unpaid invoices. So it's like turning your notes into data that you can
actually work with. Third, they let you build multiple views of the
same information. Now, I'll get into this, but this is where
notion becomes notion because one database
can appear as a table, a board like trell, a calendar, a list, a timeline, a gallery, or even a custom view filtered down to
exactly what you need. So it's the same data. It's just presented differently
depending on your workflow. And the last superpower is that they connect
things. Literally. Now, this is something that's
a little bit more advanced, which we will get into, but we can essentially
relate databases to one another using
a relation property. So we can rely a task database
to a project database, or a project database to goals or content
pieces to platforms, or even clients to deliverables. So everything can talk
to everything else. And this is how real
systems are built. Pages can't do this,
but databases. Now let's actually talk about the building blocks of
every database because we actually have to
understand what we're working with before we
make it work for us. So, again, I want to reiterate that databases
aren't complicated. They're just made
of three things, really, when we break it down. The first of which are items. So these are all of
the individual things inside a database. Now, depending on the kind
of database you're building, each one of these items can be essentially a
different thing. They can be named
a different thing. If you're building
a task manager, then each one of these
items can be a task. If you're building
a project manager, then each one of these
rows can be a project. Now, you need to also know
that each one of these rows, each one of these items is a page. So you can
click into it. Now, this is one of
Noon's biggest advantages over traditional tools
because we're able to integrate everything
that we just learned in pages into
their databases. Now the next building block
of databases are properties, which are our columns
on the database. All of these properties or columns are what
describe your items. So think of them as
fields or attributes. So the most common property of all is going to be
a text property. So this can be
either short text, like your title, or it can be long text, like descriptions. Other common ones are select
fields, multi select, date, number, checkbox, person, Neven files and media and URL. And for our more advanced users, we also have relations
and roll ups. These are the two things
that are going to be helping us connect databases, which we will cover
in a later lesson. Now, properties are the
structure of your databases. If items are rows, then properties are the columns
that give them meaning. Now, the final building block
of our databases are views, and views determine how you see the items or how you see the
data within your database. So this is a fun part because
you can really transform this same set of data instantly to look
completely different, to communicate different
things to you. So, for example, you can look at your tasks as a
table when planning, and then you can switch
to a board when tracking statuses or switch to a calendar
when checking deadlines. It's the same database, but different view for
different purposes. This flexibility
is why notion can replace half of your
productivity tools with. One thing that surprises
people is that many notion templates you've seen are
secretly just databases. If you've seen a content
calendar, that's a database. If you've seen a habit tracker, it's a database, a CRM, database, a reading
list, a Wiki, a task manager,
definitely all databases. So it's not a question of
if you'll use databases. It's a question of how many
and how well you'll use them. And that's exactly what the next set of lessons will
help you master. Alright. So now that you
understand the big picture, here's how the rest of
this section will flow. We'll first learn how to create your first database
from scratch. Then we'll go into
how to create, organize and
customize properties. We'll also learn
how to build and customize views using filters, sorts, groups, and when to use each one depending
on your workflow. Well, of course, even dive
into the more advanced things like how to build
cross linked systems. Our case, we'll look
at how we can relate the task database to our
project manager database. And finally, we'll
also learn how to create our very own dashboard using multiple databases and multiple views all
within its own page. So everything
you've learned thus far has been setting
the foundation. This lesson right here is the turning point because once
you understand databases, notion becomes a completely
different software. It becomes your planner, your calendar,
your business hub, your content system, and your very own personal
knowledge base. Best part is that
throughout this, you'll build it your own way. So now that you understand what databases are and
why they matter, we're ready to get
our hands dirty. And the next lesson,
we'll create your first database
step by step, and you'll see just
how intuitive this really is. So let's get into it.
13. Creating Your First Database: Alright. Now that you know what databases are and why they're
so powerful in notion, let's actually build
one from scratch. So in this lesson,
I'll walk you through creating your first
real database. In this, we can create our
very own project tracker. So we can be introduced to some custom properties like
status, deadline, and tax. So let's go ahead and instead
of clicking Empty Page, as we have been doing, we can click an empty database to again, start from scratch. So now we are here
within our database. Now, you get to see visually
here where it says New Page. That's because each row in our database is a
page in itself. So let's go ahead and
add in this new page. And because this is going
to be a task tracker, we can name this a task. So I went ahead and titled this task client
presentation slides. Go ahead and now add in
a name for our database. This is essentially going
to be the same thing as adding in the title
of one of our pages. As you can see here,
we have our icons, we have a cover, we have a
description and a verify. Alright, so now we have the
name for our project tracker. And right here, we have
one of our projects here, one of our tasks, our
client presentation slide. Now the next thing that
I want to show you is that each one of
these are, in fact, a page because if we go
ahead and open this in, we get to see that it opens, and it looks just like a page. Here, we're able to type
in anything we want. We can go ahead and
edit this block. We can turn it into whatever other block that we want to do. So you get to see that
this here is a page. And if we want to expand this, then we can go ahead and click
that button right there, and now this is an entire page. This is span the entire page. So now I'll go ahead and click Command B Bracket to take
us back into our database. So we can see the
very next thing, which is going to
be our properties. So if all this did was compile a bunch of
different pages for us, then that would be no different
than a simple folder. But no, databases take this a step further because
we are able to add custom properties for each one of these
pages that we create. In our case, they're projects. So each one of these
projects that were. Now, as you can see, there are a few suggested properties
that we can add. But along with that, we
get to see so much more. There's all these
different types. We have text, we have select, status person, checkbox, phone. We have a number field, multi select, date, files, media, URL, and email. And these here are really just our basic ones because as
you can see down here, we have some more advanced. And as you look below, we also have some
integrations right here with some extra kind of properties that we
could add as well. So in this lesson,
let's go ahead and look at some of these
types of fields. We can start out
with a text field, and that here is what we see
in the description because the suggested field
in description is just a text field that
is renamed the title. So let me show you
what I mean by that. Well, we have our text
field right here. And if we go ahead and
click in this box, then now we're able
to do just that. We're able to put
text in this field. But that necessarily doesn't
really communicate anything. If you have anyone in
your team coming to this database and they
just see text here, that's not telling them anything about this kind of data field, right, anything within this. So instead of having
this just as text, what we want to do is click it and we want to rename this. So instead of text, we can have this B description. Or instead of description, what we can do is name
this project description. So we're making the
title a little bit more descriptive. Pun intended. But you see, as I do click
on this to change the name, there is all of these other options which
we will cover in due time. But for now, let's go ahead
and leave this as is. So right now, what we have
is our projects right here, and we have our
project description. But on the same note of making this field a little
bit more descriptive, we can do the exact same
right here with name. Instead of just
having name here, let's actually rename
this to projects. So just like that,
when I hit Enter, you get to see that the name of this has now been changed
to project just to make it a little more clear that everything
that is going to be within this database is
going to be project. That is what this first line is. Alright, so now let's go
ahead and continue to expand this project tracker by looking at some more properties. So the next thing that
I want to add in here is going to be a status field. So what do I mean by that? Well, if we go ahead and
select this status field, then you get to see
exactly what it is. You have not started, you have in progress, and you have done right here. So these are all things just to mark the status of
the certain project. And if you want to say add more, then you could come over
here and to edit property. And then from here, what
we can do is we can add in more options under
this to do category. We can add in more options under this in progress category, and we can add in more options under this complete category. Now, this is actually
going to lead me into the next kind of basic property, which is going to be
a select property. And I'm talking about this
now because select and status are essentially
the same thing in that status is a
select property, but select is not
a status property. Oh, what do I mean by that? Well, select property
is a property where you are able to select from a set of options that
you create here. You're essentially
able to select a tag for this
project, in this case. So what do I mean by saying that a status is a
select property, but a select isn't a status? Well, if I go ahead and
type in not started here, I could go ahead and hit Enter, and I just created
that as a field. Now I could also put in
progress and hit Enter. And now that is
another select field. Now, lastly, what I
can do is put in done. Now as I hit Enter, you get to see that this is another select that
we are able to do. So we're essentially
able to create this status field
within this select. But of course, with
the select field, we're given even more
flexibility in being able to create essentially
whatever we want here, whatever single select
field that we care to do. So another way that we can actually use this
select field is, let's say that you're
running a business, and under this business, you have multiple teams. You have a marketing team,
you have a sales team, and you have a
customer success team. Well, in that, what we could do is actually come
here and let me go ahead and change the names of these to those team names. So here we have marketing. I can change in progress
here into sales, and then down here, we can change this
to customer success. And with this and being
able to edit these, I'm also able to
edit the colors. So I can change these to be
whatever color I want to be, and I don't have
to stick to three. You can create essentially as many single select
fields as you want. Okay, so now, what if you want to have more than
just the single select? What if you have a project
that you want to assign, let's say, to multiple teams? With a single select,
you're not able to do that. But if we go ahead
and come over here, add in a property and
come to multi select, then here, we are able to put in everything
that we did here. But instead of just
being single select, we can select as
many as we want. So let's go ahead and do that. I'll put in all of these from
the select field into here. I can just type them
in, and each one I hit Enter in between them, which then creates
them as these fields. Okay, so now all three are here and just like before
what I was able to do, I can come in here
and edit them. I can change their colors. But instead of just being
able to select one, I can select as many as I want. Now let's go ahead and get into other properties
that we see here. So, what we can do as well, is we can set a date here. So this is a date property to where we're able to open it, and we can select any
date that we so please. And what we can do
here is we can name this to convey whatever
information we want it to be. Let's make this a little
bit more descriptive here. We can have this
set at due date. Or we can have it
set at start date or we can create multiple
of these date fields, each one of them conveying
some different information. Like, we could have Do
date here and I can create another one simply by right clicking it
and duplicating it. And instead of Do date here, I can have this set
as completion date. Now, another thing
to note here is that we are able to edit
this property here. So with our date format, we can have full dates. So they'd be August 11, 2026. They can be a short date. So let's see that one
in action right here, which is just going to be the day of the month
without the year. And we can come in here. We can edit the property. We can change the time format if the time is going
to be showing here. And we can also
set notification. So if we want to be
reminded one day before, two days before,
one week before, this could be something
that could be useful here, let's say in tandem with
our due date function. Okay, so now let's go
ahead and keep on going. Now, these next ones I
don't necessarily need to spend as much time on because they are quite self explanatory. For example, person here, which can be perfect for a project tracker
because you may want to assign specific individuals
to specific tasks. So right here, if
I click on this, then it shows us all the
people that are within our workspace that could be assigned to this
specific project. Here, there's only
two people, me, Adam Taylor, and our
friend Nick Noon. Next moving on, we also
have checkbox fields. A checkbox field is
actually quite simple, because as you can see, it really is just a
little checkbox here. So here, maybe you
want to rename this checkbox to convey
something specific. So if it is to be checked, then you know it's going to be important or significant
in some regard. Another thing that I
want to know is that with any one of
these given fields, we are able to change its icon. So if we want to change
it for whatever reason, then we could go
ahead and do that. For the most part,
these icons are quite perfect for their
respective function. Okay, so let's go ahead
and keep on moving. And the next one that we have is going to be
a number function. So this number property
here is simply going to be exactly like we have our text property here
and product description, except with number, it's just supposed to have
numbers within it. So it's pretty simple there. This one I can go ahead and delete because it's not going to have any relevance
to our project tracker. And I'll do the same thing with our checkbox just so we don't crowd this up
too much right here. Let's go ahead and get rid of our completion date, as well. Now we can add in
another property here. Here, with phone, this is just going to be a phone number. So if you just want
to, let's say, import a list, import
some other CSV into here, then this can be a field that you already
have existing that can match up with one of your fields and let's
say your CSV file. So the translation is going to be that much more seamless. Now, lastly, we have
our files and media, our URL and email. All of which I will put
out here right now. So in terms of the URL
and email property, they are also essentially just text properties where we're able to put
in anything here, except their titles
here are just making them a little
bit more descriptive. So you can initially
just put this in without having to
go to, let's say, a text property and
then renaming it to email then changing the icon
here, if you so please. But when it comes to a
files in media property, this one actually allows
us as we click it, that we can upload
something or we can even embed a link into them. So what I'm going to do is
I'm going to get rid of this URL and email property. And what I want to
do is I want to come over here to our beginning. And now let's go ahead and open this page here,
open this project. Now, as you can see before, it was just a blank
page where, you know, it still is right here, where we have a lot of space
to add some things in. We also get to see all
this information as well. These are all the
properties that we have added into our database, which are now associated with these pages that
have been created. Alright. Now, with that, you have officially created your very first notion database. So, you know how to set up a table to customize
the properties, add entries, and even open
each item as its own page. So this right here, as
simple as it may look, is actually the foundation for so much that we can
create within Notion. Alright, let's keep going.
14. Control Views with Filters: So in between the
last lesson and now, what I did here to
our project tracker is I expanded it and
refined it a little bit. So as you can see,
I've narrowed down our properties here to kind of make it a little
bit more condensed, but I also added a very new one. And that is our
priority property. And more specifically, this is going to be project priority. So you can see with this
single select property, what I have is three
separate selects a low, medium, and a high. So this one was just a simple
addition of a property that makes sense for this database that we've created here
in our project tracker. Additionally, what I did is I expanded our project tracker. I created new projects, and I gave each project
its own icon where before all of these
projects looked like these because all of
them were blank pages. Now what I did is I
just clicked that, and then I added in an Emoji icon for each
one of these projects. As you can see, as you start to add data to your databases, as you start to add in new
rows, add in new pages, add in new properties, there's going to be a
lot of information. And a lot of it can kind
of get fuzzy because it's hard to decipher what
it is that's important, what it is that you have to do, and maybe what other things that you have to take action on. So that's why in this lesson, we are going to be talking about our filtering and
sorting criteria, our filtering and
sorting functions within our databases and notion. So both filtering and
sorting are essentially ways that we get to organize
our data in our databases. Let's go ahead and start
with filtering right here. When it comes to filtering, filtering lets you narrow
down your databases to show only the items that
meet specific criteria. Like, for example, we can
filter by department here. And you get to see as
we select a filter, it pops up right here, and we actually get to decipher what this
filter is going to do. So if department is and
we select marketing, you get to see that it's
now been filtered to only show the projects that belong to our
marketing department. We can take this
filter, and we can work the opposite way as well. So if I go ahead and come
back to here and I expand it, you get to see that it says
department is marketing, but I can do the opposite
and select is right here, and I can say is not marketing. So now what it's doing
is it's taking out every single project where
the department is marketing. So it's leaving us with
only our sales and customer success
department projects. Those aren't the only two
conditions that we can put with our filters
because we have is is not, but we have is empty
and is not empty. But in our case, all of our
projects have a department. Each one has a project status
and a project priority. So the is empty, is not empty really isn't
going to help us. Another thing that
we can do with these filters is that we
can actually stack filters. So right now, we have
this filter to take out all of our marketing
department projects. But we can also filter this, and we can add in a
status field here. And with this status, we can say in progress. So we get to see everything, all of the projects that are not marketing and are in progress. And in our case, there's only one project which belongs to our sales
department that's in progress, and that's our CRM cleanup. So, as you can see, depending
on the amount of pages, the amount of things that you
have in your database here, stacking these filters can
be quite useful in terms of organization and
actually filtering down to the things
that you need to see. And in a later
lesson, we are going to be talking about
database views, which is going to rely
heavily on this feature here and being able to filter the things
within our database. Okay, now taking this
one step further, we also have one
more thing that we can do with these filters, and that's going to
be advanced filters. So as we click on
Advanced Filters, we get to see a kind
of expansion of where we saw here with
our department filter, we saw these few
options that we can do, right, kind of conditional
statements here. But right here with
our Advanced filter, we get to have a little
bit more freedom in what we are able
to constrain by. This really is only going
to kind of be useful in very certain and
specific scenarios. But let's go ahead and
still kind of get this going here and giving an example of how
we could use this. So right now, the
property that I want to work with is going to be
our project property. And as we move on here, we get to see that
where project contains, then some certain
value that I can put. In this case, this
is just going to be text because all of our projects are going to
be text based properties, right, because
they're just titles. We can also come
here into contains, and we can change
this to is is not, does not contain, start with end with is empty
and is not empty. So we have a lot of
functionality here. But what I want to do is, I want to say where project
contains the value Q, which is just the letter Q. Now, you get to see
that in doing this, we see nothing pops up. And that's because we already have two other
filters in progress. So what we have here is going to be a filter where
it's only showing us projects that are in progress
status where they're not marketing and they have the letter Q within
their project name. So this one's super specific. Now what I want to do
is I just want to get rid of all of these to then be able to see this one rule in action where project
name contains Q, and that's right here, thir
quarter Lee Jen campaign in quarter feedback
survey analysis. Okay, so now you've seen all the ways that
we can use filters, at least here within our
simple project tracker. Now let's go ahead and
get rid of all of these, so we can move on to the next thing that we're
going to be working with, which is going to be sorting, another way that we can organize
our data and databases. Where filter only pulls out
the specific projects or the specific pages that meet the certain
criteria that we set, what SRT does is it works in organizing everything
within a certain property. So what do I mean by this? Well, if we select filter and
we came to department here, that is going to be pulling specific projects from
these departments. But you get to see that
if I select all of them, and I want to have
them separated, that's not what happens
when I select these. But if we come into sorting and I go ahead and
sort by department, you get to see that immediately
all of our projects are now going to be separated and sorted by their departments. So now that we have these departments kind of categorized, right, they're all in their
own little spots right here. What's a way that we can
combine this with filtering to actually have some meaningful
practical value well, what we can do is we can
come here into our filters, and with these filters, I'm going to add in a filter, and I'm going to add
in a status filter. And what I want to do
is status is not done. So what does this do? Well, this is
essentially showing us the performance
of each department, meaning that we're able to see how many tasks each department
has yet to complete. We see with our customer
success department they only have one task that
they have yet to complete. With sales, it's two,
but with marketing, it's four different projects that they have yet to complete. Okay, so now let's go ahead and come back here into our sort. What I'm going to do is
I'm going to get rid of our filters right here, and we're just going to stay
with our sorting right now. So here we have everything sorted by the
department in ascending order. Now, in terms of ascending and descending with a
property like this, it's not going to
matter as much. But what it would
matter is if we want to set this to sorting by due date. Because right now in
descending order, this is showing us from the top the tasks that are most
far out in the future. But if I set this to ascending, then we get to see
all of the projects where the due dates are
the soonest in the future. So these are going
to be the tasks that maybe you want to have a higher level of priority set to just because
their due date is so soon. Now, the last thing to
know for sorting is that we're not only able to
have sorting in isolation. As I showed you before, we can also mix it with filtering, but we are also able to sort
multiple things at once. Now, in our case, when we're going to be
sorting by due date, we add essentially
any other sort, it's not going to change
what we see right here because this dude is taking precedent as
it stands on top. If we change it
around right here, we get to see that the
department now is sorted, and the due dates are now in chronological
order for these. So again, if we have
the dude on top, then it's just going to be putting all of the
due dates in order, all of our projects
ordered by due date. But if we go ahead
and switch it up, it's first going to
sort by department, and then within the department, it's going to sort by due date. So there you have it. This was our lesson looking
at both filtering and sorting as a way that we can organize our data
within databases. In the next lesson, we're
going to be going over another way that we can also organize this data
through grouping. It's going to be a similar
lesson to this one, so let's get right into it.
15. Group Information That Matters: All right, so now
it's time to get into the next
aspect of notion in databases that allows
us to visualize our data in a more
organized manner. In this lesson, we are going
to be covering grouping. So grouping is essentially quite similar to what we see in
sorting and filtering, and it's almost as if
it's a combination of the two that's a little bit
more akin to sorting. So let's go ahead
and actually check out what this
grouping feature is. So we first have to come
into view settings. So we have the
settings right here. Which is going to
be in the same kind of line here that we have
our filter and sort. So if we come into settings, we get to see a lot of options, most of which we
will be discussing. But what we want to
focus on right now is going to be our
grouping function. So let's go ahead and
select this group, and we get to see
that we have all of our properties that we are
essentially able to group by. Some of them are going to give us some meaningful results, other ones, not so much. Example, if we come here
into grouping by project, you can see that right here, this really isn't doing
anything for us because what it's doing is it's
taking the title, the name of each project here, and creating its own group. Or because each project has
its own unique title here, it's essentially just creating this exact amount of groups, then there are projects, which isn't helpful for us. So let's go ahead and
remove this grouping. And instead, we can group by something that's
going to be maybe a little bit more meaningful, which can be project priority. So we get to see
all of the projects that are going to be high
priority right here. We get to see all
the projects that are low priority and medium. Now, if we want to reorder this in a way that kind of makes more sense to where we have the highest priority items on the top and the
lowest on the bottom, what we can do is come
over here into our groups. We can grab these six
dots and it allows us to reder all of the things
in this property. Now we get to see all of
our projects separated by priority in a
very clear manner. Now, let's go ahead and remove this grouping and
come here into sort. And I'm again going to sort
by our project priority. Now, you get to see here that if we do this by a
descending order, that we get to see essentially, it's the same kind of
thing going on here, except when we do
it by grouping, we get to see more
separate kind of groups of these projects of this data within
your database. So it makes it a little
bit more discernible. It takes the sorting a step further in what
we're able to do with it. And of course, just like we were able to do with
sorting and filtering, we can combine our grouping
with those two as well to create the most kind of
filtered views of our data. And this term that I'm using in views is actually something
that we are going to be going over later in this section because
combining all of these, our filter, our sorts, and our grouping can give us
separate kinds of views of the same data in ways
that are going to be more meaningful and more manageable to
deal with, as well. So now let's go ahead
and group by due date because this one here is an especially unique
one that we can see. So now I'm going to go
ahead and get rid of this sorting function
because it's not very important in this
view, specifically. But you get to see as we go
ahead and group by due date, we get to see all of these
groupings in kind of meaningful representation
because first we have our next 30 days. So these are going to be
the projects that are going to be essentially of
highest priority to us, at least in terms
of their due date. So now, one thing
to note here is that grouping is a
little different from our filtering and
sorting criteria because we're not able to stack
groups on one another. And that makes sense because these ones here are
quite separate here. If we're going to be making
groups within groups, that just wouldn't make sense. I would make our data even more unorganized than it probably
was in the beginning. Again, although that you're not able to do this
group on group work, you are able to do a filtering and sorting within the groups
that you create. So I'm going to go ahead and
come back into our group. And first, I want to show
you here that we are able to hide certain
groups that we create. So this here is just
to kind of show you that this exists, right here. But we can also change it
by coming here to group by, and let's go ahead and
group by department here. So we see all of our departments separated in their own
neat and tidy category. A way that we can mix in our filtering and sorting
in this to again, have some more meaningful
view right here is we can keep it grouped
by our department, the way that we
have it right now. But we can first filter out all of the project statuses
that are done. So let's say status is not done. So now it's getting rid of
everything that is done, and then we can sort
here by due date. Now we get to see
all of the projects that have yet to be
completed and they are ordered in their due dates per each category or
per each department. In customer success, it
doesn't really mean much because once we applied that
status of not complete, that only left one project here. But with marketing, that did matter because you
get to see here that there are quite a few projects here that are not completed, and we get to see that they are ordered by their due
date right here. And the same goes for our sales, although there is a little
bit less projects here. Okay, so now, with all of our organizational
capabilities within databases, our filters sorting
and our grouping, you now know essentially how
you can best optimize and organize the views and presentations of the data
within your database. Now, this is going to come very much in handy in a couple
of lessons from now, where we're going to be
turning this into a dashboard. But for now, before we
go ahead and do that, I want to show you
in the next lesson how our databases don't necessarily have
to exist solely as databases and solely
in their own place. We can actually integrate
them with pages. So let's go ahead and
get right into that.
16. Embed Databases Anywhere: Now, in this lesson, we have found ourselves back to pages. So here, I want to show
you how we can have our pages interact
with databases. So I'm going to title this
new page action items. And we can go ahead and add an icon here to make it
look a little nicer. So now that we are on our page, we can come back to the
function that we always found ourselves using in
our slash command. So with our slash command, if we type in database, we get to see that
we have a bunch of different options
here and database. And we're going to
be going over all of these views in
the next lesson. But now what I want to show you is just how these databases can interact with our pages because the first two things
that we see right here, are two different
ways that we can have databases within pages. The first of which is going
to be an inline database. So that means that we
get to see our database right here live within
our page itself. Now, this is slightly
different than if we come into this new block and
type in database here. We get to see this other one
being a database full page. This one simply is going to
be a link to a new database. So let's come back
into our action items, and we get to see this one right here, which
is a full page, is living right here
within its own block, but it's simply a link to this new database that
was created here. So I'm going to go ahead
and get rid of this one. And what we're going to do is we're going to focus here on these inline databases
because this is where notion starts to become so powerful
when we're able to integrate databases
within our pages because this is going to enable us to create these amazing second
brain dashboards that we'll cover later on. Oh, right here,
what we did is we just created a new database. This is going to be a
blank tabled database. I'm going to go ahead
and add in here a title for this database where we're
going to have it be tasks. So, right here, we have
our tasks manager. Now, this one is
going to live beside our project tracker under
this action items page. So how do I actually pull in this project tracker within our action items page
that we're now created? Well, it's going to
be the same process. What I'm going to do is I'm going to use our slash function. I'm going to type in database, and I'm going to make sure we
select our inline database. Now, as you can see, this is just created exactly
what was created before. But instead, I don't want this to be a brand new database. What I want to do
is I want to import our previous database
that we already created. So the way that I'm going to
do that is I'm going to come here and link to
existing data source. So I'm going to Link, and I'm going to now select
our project tracker. So now, as you can see, our project tracker has
been fully brought in. So let's come over here and look right here with
our project tracker, we have it set up in groups. But right here, we get to see
that all of the projects, everything that was there
is still maintained here. Okay, so now that we have
successfully imported this in, I do want to show you that these inline databases operate just as any other blocks do, at least in terms of navigation and functionality on the page, because what I'm able to do
here is I'm able to grab this project tracker as
the block that it is. And what I can do is I can
grab and move it to live, let's say, above
our tasks manager. So now we see that we're able to reorder
them and, frankly, treat them exactly how we
would treat other blocks, other simple text
blocks, really. But of course, because
it's a database, we have so much more flexibility in what we are
actually able to do in that we are able
to control what we see on our page
from that database. So, for example, let's go ahead and come into the
settings right here. We're going to come
to the settings of our project tracker database, we get to see our view settings. Now, if we come down
here into layout, I want to bring your attention to our load limit right here. So our load limit is going to be the amount of pages or
projects in this case, that will be loaded in this
inline database block. Right now it's set to 50. And because there's less than 50 projects within this database, we get to see everything. But if we want to go
ahead and change this, then we could go ahead and
do so and change it from 50 down to ten or from
50 up to even 100. Now, in our case, it's not going to make any
difference because we actually have exactly amount
of ten projects here. But if we had, let's say, 11, then it would cut off this
bottom project right here. Now, besides just load limit, there are actually a few other settings that
we can tweak here to alter the appearance of our
database within our page. You can see a few right here where we can turn off
show data source title. So it gets rid of the title
of our database right here. We have vertical lines, and we're also given the
ability to wrap all columns. You might be wondering what
this wrap all columns does, and what it does is
essentially takes off any text that isn't visible, and it puts that to
the next column. So let's go ahead and actually
change this right here. You get to see if
I shorten this, we still get to see all
of the text right here. But if I come back
here into the settings and I come over here to layout and I turn off
wrap all columns, then we're not able to
see the text here and it keeps it in the condensed
format that it remained. All of these layout options
are actually things that we are also able to do within
the databases themselves, not just in those
in line blocks. Because if I come over here, we can come to layout. And we are also given
these exact same options. Now, another thing
that is going to be relevant here that
also is present on both the databases
themselves and the inline block versions of them is going to be our
property visibility. So depending on the
reason that you might have a database in
lined in a page, you might want to have
some properties that are going to be in the original
database invisible here. And to do so, it's super simple. If we want to come over here
into property visibility, we can come and we get to choose which properties that we
want to hide or keep. So if I want to get rid of this project priority right
here, I can get rid of that. If I want to get rid
of the department, I can also get rid of that. And then we're just left
here with our status and do. Okay, so there you have it. There was your overview
of how we can work with databases within pages and slightly edit their appearance. Now, we're not going
to stop just here, because in the next lesson, we are going to be taking this kind of altered
appearance of our databases to the next level and looking at
different layouts.
17. Design Views for Clarity: This lesson, it's time to take organizing and
visualizing our data a step further and looking
at layouts on notion. Layouts are all essentially
different ways that we can organize and visualize our
data to serve some purpose. As you can see, up here, we have our plus
mark right here, and this is going
to be adding in a new view to our database. You could essentially
think of these views as different types of tabs
all using that same data. Now, if we want to
go ahead and change up this view because right now and what we have been operating
in has been a table view. We want to change it,
we can come over here into our settings
of our database, and we can come to layout, and we can change it to one
of these other eight layouts. But instead of doing
this, I want to have all of these layouts
kind of side by side in all these
different tabs so we can click through and we can compare them a little bit more easy. So we have a lot to get
through in this lesson. Let's go ahead and get going
here in our first view, which is going to
be a board view. So in a board view, we
essentially get all of our data visualized
in a Kanban style. Now, as you can see, in
organizing this within a board, it has taken a very
specific property and then put all of our
projects within that. And this property
that it is organizing between is our status property. So this board view is
essentially what we get in Tre it's partly why
notion is so powerful, because what you
have entirely within one software trell is just one part of our
software here with a notion. Now, what if we want to go
ahead and change this and we don't want to have this
organized by status. And let's say we want to have
it organized by department. Well, to be able to edit this, we're then going to go
over to our settings. So we're going to come
here into our settings, and we're going to come
to our layout settings. And here within our
layout settings, we can go ahead and change our group by
function right here. Now, additionally to this, we
can come here to our group. But within our layout settings, we have just more things
that are condensed all into how our board is
going to be visualized. So let's go ahead
and change this. Instead of being
grouped by status, we can group by department. Now, in our case, the status is already grouped
appropriately, right? We have not started and
progress needs review and done. So this is in the order that
we would want it to be in. Now, I also want to know that no matter what view we're
going to be looking at, whether it's a table view,
whether it's a board view, or any other view that we'll be going over
in this lesson, we are going to be
allowed to apply our filtering and sorting
organizational commands here. So just keep that in mind, if we go over some
view that you could see as particularly
valuable for you in your own notion that
you're going to be creating so one
main benefit about this board style is that
we're able to kind of take our projects or tasks or whatever things that you're
going to be creating here, and we can have them flow from one group to the
next super easily. So as we finish one
thing right here, we can then put it here
as into in progress, into Ns review into done, right? The flow in between these different groups is
just super seamless and easy. All it is is a
drag of our mouse. You can use this board layout in exactly this kind of
style where you're going to be using this
board to delineate between the status
of certain projects. But you could also do this
with assigning tasks to people because you can have an unassigned group
of tasks right here, and then with these other ones, they can all be specific
people that you are going to be assigning the task to or even departments. Okay, now let's go ahead and
move on to our next view, which is going to
be the gallery. Now, the gallery view is mainly going to be useful
when we already have some kind of attachment
or image that is going to be visible on the pieces of
data within our database. Because, as you can see, none of these right
here have anything going on in them because
there's no images attached. You don't necessarily
even need to have images here
because what this is actually showing us is not just whether or not each one of
these pages has an image. What they're showing us instead are an actual preview of this. So let's go ahead and just type in anything right here,
we can put in test, and you get to see that
we're actually able to see a preview of
what this contains. So now if I go ahead and put in, let's say, a quote
block right here, Then you get to see as we
click out here that we do, in fact, see a preview of this. But in terms of actual utility and whether or not
you'd be using this, it really is best to be
using this gallery view if you want to showcase your
database in terms of images. Now, this is actually going to be a view that we
use in actually upgrading our website that we created in the notion pages
section of this course. But other tweaks that
we can do is we can come here into the
layout settings, and we can change the card size here. We can make them small. We can make them large. And in terms of fitting image, this is only going to
matter if we actually have an image as the
preview right here. Now the way that we
just were able to change the card size is actually something that we're
also able to do with our board
over here as well. So if we come into our board, we can come here
to our card size, and we can make these large.
We can make them small. It really just depends
on how much you want to have visible on your
screen because ideally, you're not going to be scrolling left and right to be able to see all of the groups of
boards that you have here. Okay, now let's go ahead and
move on to our next view, which is going to be a list. Now, our lists here
are essentially the most simple kind of form of views that we
have within notion. So as you can see,
it really is just taking all of our
pages here and just orienting them in
a list and giving us only the things that
we choose to see here, only the properties
that we choose to see. Because right here, if we
come into our settings and we come to our
property visibility here, you get to see that only
two things are visible. Our project, which
we can't hide, that is always going to be there and our department property. So our department property, if I go ahead and get rid of it, you get to see that
here, it's just a list. And what we're able to do here is we can click into these, and we're able to see the
page itself, right here. Now, if we come over here
into our property visibility, we can essentially show everything or anything
that we want. So if I show all, then you get to see that it
just lists all of the properties side by side in the same order
for each one of them. So we see our due
date first here. We see our priority level, our status, and the
department category. If I want to come in here, I can change the order of these. So I can put, let's say,
the Dude at the end, so the Dude is going to be here. But you get to see
that this isn't going to be a kind
of view that you're going to use if you want to have a lot of information
on your screen because you get to see this is
really just a worse view in terms of seeing
all the information than compared to a table view. Right? This is really
just where you want to see everything
super condensed and maybe just one
or two properties associated with that database. Okay, now let's go ahead and
move on to our chart view. Now, our chart view
is actually something that maybe sounds a
little bit complicated, but they really
are quite simple, because what we're able
to do in our chart view is we're able to
take the data within our database and turn it into any kind of chart that we
really wish to create. So what do I mean by this? Well, if we see right now, we get to see that this
is now a bar graph of the amount of projects to each given
department right now. So if we come here
into our settings, we're able to tweak a lot. We're able to choose between
a vertical bar graph. We can choose a
horizontal bar graph. We can choose a line bar graph, which is mainly going to be helpful and seeing
change over time here. If you're going to be
looking at individual tasks, you're really never going to
want to use the line graph because it's not
going to be conveying any meaningful information. And lastly, we have
our doughnut graph. So this is we get to see
the percentage split here. Again, this is one
of those views that is going to serve for
the most part, at least, a super specific purpose because we're never
just going to kind of come over here into our
project tracker and use this chart to work with
all of our data, right? This is only going to show us quick visualizations of
the data in our database. So this kind of view
and visualization can be quite helpful in actually creating dashboards where we're going to be able to on a page, be able to see a
bunch of information on one or a couple
of our databases. So really, this one just works best in tandem
with everything else. Now, in looking at
the settings of this, we're able to change what we are visualizing here because right now we have
our department. But we can change
this by our status. So we can choose
group right here, or what we can do is choose our status by option
because this needs review and in progress are both in the same group in this
single select field. There's really a lot of
ways that we are able to tweak this to show very specific things
that we want to do. In terms of our project
tracker, though, this one is all quite
straightforward because we get to
create these bar graphs that show the amount
of projects and essentially whatever
properties that we deem to be meaningful for us. Okay, now let's go ahead and
move on into our next view. So we've covered now
half of these views. Next is going to be
our timeline view. So our timeline view
is, as you guessed it, going to be most useful
in visualizing due dates. So you get to see that as you come here on
the timeline view, all of the pages in your database are going to be visualized by
their due dates. And we get to see only one dude appears in this
range right here, this initial range
without having to scroll. And you get to see all
these little arrows right here on the right side of our screen are going to be other pages
within our database. They're going to be due
dates in the future. We get to see that
there are none on this left side here because
none are in the past. So what we can do is we can grab this little scrolly bar right
here and we can scroll and we get to see all of the tasks that are going
to be due for us in a way that's just way more
visualized and kind of easy to see everything
on a time base. Now, just as with any
of the other views, we're able to come
to any one of these, and we can select them to see more information to see
them opening the page. Now, another thing
that we have here, which is similar to
our board view is that we can actually adjust
do dates within this view. So if we're, let's
say, going through, and we see right here, these kind of tasks are all
very close to each other. If maybe we want
to spread them out to give our team more
time to work on them, then we could go ahead
and just drag and drop. We can drag and drop. And you get to see
right here that this is in December and
this one is on the 13th. And as we move
from side to side, the new due date is
now highlighted here. So right here, I'm
on December 19, here I'm on December 5, and just release, and now
that due date is updated. So we see new client
onboarding workflow. If we come back into our table, then we get to see that
same page right here, that same task, but
we also get to see this new due date as
December 5, 2025. Now let's go ahead and come
here into our timeline, and again, let's change it. Let's make it December 23. If we wanted to be evil
and make something do right before Christmas Eve, we could come over
here into our table, and we could see right here, this is now on
December 23, 2025. So one way that we can
practically use this for our project tracker is what we can do is
come into filter, and we can come into department, and we can filter by
individual departments here to see what assignments they
have and when they are due. If they are close to each other, maybe we can make some
small adjustments. Like, right now, marketing
looks like they're all good. They're spread out, giving them ample time to
complete everything. We see here the same
thing with sales. And as we come to
customer success, we can also scroll
and check things out. You can see here that these
two are back to back. Maybe we want to
spread this out. But this oir quarter survey
analysis into the new year. And yeah, that's good. Alright, now let's go ahead
and check out our next view, which is going to
be a feed view. So this feed view is going
to prioritize a few things. First, we get to see a kind of quick little preview of what each page in
our database has, but we also get to see a big part of this is
going to be our comments, because if we come
into our table view, the only time that
we really ever see comments is if we
actually open the task, open the page itself, to then be greeted
by our comments. And really, that's the case
with any one of these views, where we actually have to properly go ahead
and click and open this to be able to see
those comments at a glance. With our feed view, it gives us these
comments immediately. At that glance at
that first glance, we are able to see the comments that are going
to be associated with this. And, hey, by the name of
this view, it makes sense. So this view is going to be most helpful for those kind of collaborative databases
that you're going to be having where you need
a lot of information, where you need a lot
of conversation and interaction between
multiple people within these databases or within these given tasks or pages that occur
within this database. So for the most part,
this feed view is quite self explanatory and
it's quite simple. Let's go ahead and now
move on to our next one, which is going to
be our map view. Now, our map view
isn't going to be very helpful for the
information that we have in our table because nothing is geographically
kind of constrained. Nothing is geographically
pinned here to where we are able to see our
database pages on a map. Now, if the locations
of pieces of data within your database
are going to be important, this one could be a
meaningful view free. And now that I've added
this as a view here, if we come back into our table, we are actually able to see a new property emerge within our database, and
that's going to be place. So I can go ahead and
put a place in here, let's say, New York City. And as I select it right here, if I come back into our map, we should see that we
have this task right here as we zoom out get to
see a little pin on our map. And it works just
as any pieces of data in any of the other
views where if we click it, you get to see that it
opens in its own view. Okay. Moving on.
Now, after our map, we have our calendar view. Now, our calendar
view is going to work super similar to
our timeline view, where with our calendar view, where we get a
visualization of all of our projects on a time based
form based on our due dates. Now, the same way with
our timeline view, how we were able
to drag and drop to change due dates,
we can do that here. So I can grab the CRM cleanup. I can change it
to be right here. I can grab this December
email newsletter and move it over here. So we're able to interact
with this super easily. And you can see as
we scroll down, this is, in fact, a
continuous calendar, and we get to see the
month and year that we're in at the top left
of our screen. So as we scroll down,
going from March to April, May, June, July,
you get to see it. Now, another thing to note
about these views with our calendar timeline or really any of the other ones or at least most
of the other ones. What we're able to
do is also change the property visibility just as I was doing
here for our list, because although these
ones right here, this calendar and timeline view are going to be
based on due dates, what we're able to do is come
to our property visibility, and we can make other properties
visible if we so please. So I can make all of them visible right here,
and we can exit out, and we get to see all
of this information for each one of these
tasks right here. So this is kind of
just a side note if you want to be able to see more than just the task
names within these views. Okay, so now we are moving
on to our final view, which is a form. And a form is a
little bit different. And by a little bit, I mean, it's quite different
than everything else that we see here
that we've covered so far in this
lesson because it's not necessarily visualizing
any data for us. Instead, form building is going to be helping us gather data. Which is why this actually
isn't going to be something that I'm going
to cover in this lesson. We'll cover this later on in the course because it's not visualizing our data. All right. So there you have it. These were all of the different layouts
that we're able to use to visualize our data from our databases and notion in a multitude of
different ways. All right. So that is
it for this lesson. I will catch you in the next.
18. Connect Data Across Databases: In this lesson, we
are going to be discussing a property
within our notion databases that is actually something that can
come quite handy. The property that
we're going to be discussing is going
to be relations. So relations are quite
an interesting property because they essentially allow us to create a relationship, relations between multiple
different pieces of data within our database
and between databases. So what do I mean
by this? Well, we can essentially think of this relation property kind of exactly as the name implies. It attributes a relationship
to another task. In our case, because
we're working here with our project tracker, it can associate a relationship between one project
to a parent project. So let's go ahead and see
this relational property in action within
just one database, within our project
tracker database. So the first thing
that I'm going to do here is I'm going to
add in a property. I'm going to come down
here to our relation, and it's then going to ask us, what do we want this
property to be linked to? Do we want it to link to this database right here
as we see Project Tracker, or do we want to link
this to another database? Well, the first example of
this is that I'm going to relate this to this database
and our project tracker. So that means I'm just
going to go ahead and select Project
tracker right here. And now I have to decide on the name of this new property. So what I'm going to
do is I'm just going to name it related
project to make it clear because what
we're going to be doing here is we're going to
be adding in projects, and we're going to
be relating them to other projects here,
to mother projects. So I'm going to go ahead
and add in this relation, so we get to see it
appear right here. Now what I want to
do is I'm going to add in a new project here. So this new project
that I created was client onboarding survey. And this is meant to be a relational task to our new client onboarding
workflow. Right? This makes sense,
because what we want to do here is we
want to create and distribute this client onboarding
survey in order to have the information needed to create this new client
onboarding workflow. So the next thing that I
want to do here is I want to come to this related
project function, and I want to scroll, and I want to select
this one right here, the related project, our new
client onboarding workflow. And now, as I link that we
get to see that not only does it appear right here and
linking to our original task, but it also links right here, so we get to see other
related projects as well. So you get to see that at
least within one database, these relational properties work in a kind of cyclical manner. But using these relational
properties within the same database isn't actually the most effective
use of this property. Let me show you what I mean
in a way that we can use this relational property
to actually have some real practical
benefit for us. I'm going to go ahead and delete this property from
our project tracker. And I'll also go ahead and get rid of this project as well. And now what we're going
to do is instead of just focusing on our
project tracker database, we're going to come and look at this task manager database. And to start off, what
I'm going to do is I'm going to put in a
couple of tasks here. Okay, so right here, what I've done is I've
created two tasks. I created a Create
Landing page task and a decide on
landing page testing. So you get to see
that these ones are different than our projects. These ones are much
more kind of tailored, smaller things that
we can complete. That's why they're in a
separate database and task manager as
opposed to projects. So now what I want to
do is I want to use a relation property to relate these two tasks to this
project right here, our landing page AB test, right? Because we have to
create a landing page first to be able to
AB test anything, and we have to decide on what variable we want
to AB test in this. So let's go ahead and
add in a new property. Again, we're going to
come to relation and now instead of linking
to this table, what we're going to do is
link to this database, our project tracker database. So that means what it's
doing is it's linking our task manager database into our project
tracker database. And instead of just adding
in a relation here, what we're going to
do is we're going to enable the two way relation. That means that
we're able to see this relational property on this project tracker
database instead of only seeing the relational property
on our tasks manager. So let me go ahead and
show you what I mean here? I'm going to go ahead and put in tasks right here as the
two way relational name. I'm going to click Add relation. So if I weren't to have checked that two
way relation box, then all we would have is essentially what we see
right here where we have one relational property in project tracker and we'd
have nothing up here. But instead, what we did
is we checked that box. So that means that there
is a property right here, it's just hidden so to be
able to make it visible, we're going to come
into our settings. We're going to come into
property visibility, and we should now see a new
property right here in tasks. So let's go ahead
and uncheck that. So we're making it visible here. And what I'm going to
do is I'm going to relate these tasks
into the projects. So they're both going to be related to this
landing page AB test. So I'm going to come right here. I'm going to add that
one in right there, and I'm going to relate
this one here as well. So now we're able to see in both databases where this
one is going to be related, where each thing is
going to be related. Right here in our task manager, we get to see the related
project and within our project tracker what tasks are associated with
any given project. Now, if you don't want
to have everything visible as such as it is, then what we can do is come
here into our settings. We could come here into layout, and then we can uncheck rap all columns because with
rap all columns enabled, that means we're able
to see all of the data, all of the text on our database. But if we uncheck it, that means that it'll
just cut off some, and to be able to see it, what we can do is
just come in here and open our learning page
ABTS project page. And we're able to see all of these relational property
tasks right here. So as you can see, this relational property
can actually have a great deal of utility in terms of linking
databases to one another, especially if you have
something like this. It doesn't have to
be something like a project tracker and
a task or to do list, but it can be something where you have your entire business, and then you have different departments in your
business that are going to link to other
overall larger projects, databases, whatever it may be. Essentially just allows us
to have coordination and communication across different
databases within NCA.
19. Roll Up Information Automatically: All right, so we are back here
in our action items page. Now, you can see with our two databases here,
I've made some changes. The first of which is I added in a bunch more tasks
to our task manager. And I did this to kind of put our relation property
right here to a little bit more work and connecting more tasks right
here in our project tracker. This is all because
what I wanted to do is I wanted to show off this property that
we are going to be discussing in this lesson
in our roll up property. So this roll up property is
something that I am using to track the progress of the
tasks within our projects. So as you can see, if we come over here to our Create Landing Page and decide on Landing Page
testing variable, that are both two tasks to
our landing page AB test. You can see right here that only one of them is
checked off completed, giving it a 50% completion. Now, if I go ahead and
check this one off, we can see this
updated to be 100%. So essentially, what this
roll up property is able to do is take our
relation property one step further and conveying
even more information and kind of just making this
all a little bit more copsthetic and a little
bit more clear for us. So let me show you
exactly how I went about creating this exact thing right here because
as you can see, this is a very interactive
layout that allows us to see the progress on all of our
projects extremely clearly. So let's go ahead
and first get rid of this roll up property here so we can go ahead and start from
scratch and building it up. Now, one thing that I also
added in between this in order to actually showcase
that roll up right there in the beginning
of this lesson was, in fact, this new property here in it being a simple
checkbox property. So I just had this
checkbox property, and then what I did
is I renamed it. Instead of checkbox, I
just put it as completed, so it's clear as to
what this is conveying. Now, let's go ahead and get into our actual roll up property
because our roll up property is first going to be added right here within
our project tracker. Then we're going to
come down over here, and we are going to come right next to relation
and click Roll up. So, now this roll up
property has been added except it doesn't really have any functionality
right now. We actually have to set its functionality and set the rules that it's
going to abide by in order for it to give us actual meaningful data
here within this column. So to do so, we have
to right click, and then we are going to
come into Edit property. So in order for this
roll up to work, it in fact, does need
a relation property. So we already have one
created here in tasks. So we're going to go
ahead and select tasks. And then what this
is going to do is ask us for a target property. So the target property is
essentially going to be all of the properties within that relational
properties database. So as you can see, we have three potential
target properties to choose from because down
here in our task manager, we have three properties. So the one that we
are going to select here is going to
be our completed. So as we select completed, we're then going to go to the last step of our
roll up property. And that is going to be
calculating because this roll up, it's called roll up
because it's going to be kind of rolling up some data
and doing something with it. It's going to be
calculating something. So now that we give it
its target property, we have to then tell it what it's going to do
with this property. So if we come here
and to calculate, we can do a few things. We can tell it to count or we can tell it to give
us a percentage. Now, because this is a checkbox, it's giving us options in relation to this
checkbox property. So the count, it
gives us the option to count all to count only the ones that are checked or to count the ones
that are only unchecked. So if, for example, I wanted
to go ahead and do checked, then I could go ahead and
rename this property, something like tasks completed. So, right here, that is
exactly what I've done. And now, as I go ahead
and select these tasks, we can see how it updates right here next to their
respective projects. But the kind of downside to this is that we're not
necessarily getting any meaningful information
here because right now there's two tasks completed right here for our landing
page AB test, but I don't know if
there are two tasks there or if it's a project
that consists of ten tasks. So in order to actually get this to be a little
bit more meaningful in showing us the percentage
complete of these projects, we can go ahead and come
here into our edit property. And we can come over
here and calculate. We can select calculate. And instead of just
going for count, we can go for percent. And in order to show what percentage of the project
is actually completed, we want to go for
percent checked. So that means once all
of them are checked, 100% of those tasks are checked, it's going to show 100% here, meaning that 100% of that
project is now complete. But we can also take
it a step further here because right now we can see
that it's simply numbers. But we wanted to be a
little bit more visual because notion gives us
the capabilities to do so. So if I come here
again and right click Edit property, I
can change this. Instead of just
showing as a number, I can show it as a bar. We can see right here gives
us this percentage complete. I can edit property again
or show it as a ring. And if we come here, again, we get to see this
shown as a ring, and it shows us these
percentages right next to them. So if I come here
to edit property, I can also do things like change the color and I can change
the number right here. So here, instead of showing the number
besides the progress bar, it's just showing
the progress bar. But let's go ahead and edit
this property. A number. So there you go. That is
the power of roll ups. They essentially let you
pull in and summarize data from related databases without having to duplicate anything. So whether you're counting
tasks under each project, calculating totals or surfacing key info from linked entries, roll ups essentially
help you turn notion into a smarter,
more connected system. And really, once you
master this and you get comfortable linking databases
using these roll ups, you'll be able to
build dashboards, CRMs, and workflows that
actually think with you. Okay? So that is it for this lesson. I'll
see you in the next.
20. Create a Project Tracker Dashboard: Alright, in this lesson, we are getting into another
one of our projects, and here it's going to be
a workspace dashboard. So throughout this lesson, what we are going to
be doing is creating exactly what we see right here. So this is a dashboard. This dashboard is
integrated within a page. It all starts off
with a blank page. And then by using all of our views and the things we've
learned through databases, we get to input databases here. Into their own blocks to be able to create this kind
of layout here that tells us a bunch of different things that each is
going to kind of summarize some specific information about our databases in some
meaningful way that we decide. So just as an overview, we get to see some active
projects right here. We get to see open tasks. These ones are both going to be projects and tasks that
are not completed. We have high priority tasks. We have this week's schedule. We have a project tracker, outstanding projects
by department, and completed projects
by department. So, as you can see,
there's a lot here and there's a lot for us to
build in this lesson. So let's go ahead and
create a brand new page, and we can start
creating this workspace. So I'm going to go ahead
and come here and hit Plus, and I'm going to click
Create a New Page, and we are going to name
it just as it was named before in our
Workspace dashboard. And along with this
title right here, I'm going to also
go ahead and add in an emoji here just so we can make it look
a little bit nicer. So, if we want to go ahead and copy exactly what we see here, what we're first going to
start off here is going to be with a two column
layout block. So to do so, we're going
to slash here and hit two C. That is going to give
us our two column block. So right here, we now have
two columns to work with. So with these first two, what I kind of want to do
here is set up the kind of most broad view
of our workspace. The thing that's going to
be kind of most important to us in looking
at a high view are just going to be
those projects or tasks that are not yet complete, just so we can kind
of see everything on our table before we
kind of move down into more views that get a
little bit more specific onto the things that we
decide as important. So with this first one, what I want to do is go ahead and start off with
the title here. And with this title, I'm going
to make it a Heading one. So to do so, I'm just putting
in one hash tag right here, hitting space, and then
titling this active projects. And then moving on to
this one right here, I'm also going to do the
same thing a hash tag. And then we are going
to name this open Task. Okay, so now what
we are going to do is start off by putting in our inline database right
here and we want to create a table here of our
project tracker database. So there's a few ways
that I can do this. We can use our slash
Command and we can just type in database here and
select inline database. Another way that I can do
this is just go straight to tableview and put in this
table view database. And then instead
of just creating a new empty data source, what I can do is type
in our project tracker. Then you can see right here that it fills and I can
just select it, and then now we get to see the entirety of our
project tracker here. Now, clearly, we don't want to have our project tracker to be viewed as such because this is just showing us
way too much information. We want to have a
dashboard here, so we want to have
a quick overview. The first thing that
I want to do is actually get this fitted in its proper two column layout because right now it's in its own block below all of that. So to do so, I'm going to
come over here and move it, and I'm going to drag it to be right below active projects. So now we get to see
that it's fitting here. Now, the next thing that
I want to do is I want to come over here to
this two column block, and I want to hover over
the edge right here. And I want to drag it outwards. So we can pull it
to be here just so we're able to see just
a little bit more. Now, the next thing that I
want to do in making this be a little bit more
concise is I want to apply a filter
here to what we see. Because I name this
active projects, these are projects that
are currently being worked on or projects that at
least have to be worked on. The first thing that I want
to do is filter for status, and I want to make
sure status is not. Status is not done. Alternatively, I could
have it set to status is, and then I just select
everything that is not done. Both of them work, but
having it status is not then done is just a little
quicker way of going about it. Okay, so right now we have all of the projects that we
want to appear here. But still, our view here is a little bit more
complicated than we like. So what I'd want to do here is come here
into our settings, and I want to come to
property visibility. This is next going to be the place where we are
going to optimize this. And I essentially want
to hide everything. But I think one
thing that can be important here and
seeing, again, this high level overview of
all of our projects would be looking at this roll up property that we created and
tasks completed. Because here with this
roll up property, it gives us more information than essentially
everything else here in the most concise manner
and being able to see the percentage of which the tasks are completed for
this project to be completed. Okay, so now that is completed. What I can do is come
back here to our filter, and I can click it
again to hide it. Now, alternatively,
another thing that I could do is I can come over
here into layout, and then I can go ahead and turn off this
setting right here, the show data source title. I wanted to just be a little bit more clean, I could
go ahead and do so. But again, because this is
the first kind of overview, I am going to have this
data source title visible, so if anyone is going to be looking at this
dashboard and they want to go into the project tracker itself to see a little
bit more information, they can do is
simply click here, and then they're
going to be brought in to our project
tracker right here. Okay, so now let's go ahead
and get into our open tasks. So here, I'm going
to go ahead and do an inline embed right
here with our database, and I'm going to search
up our tasks manager. So our task manager is now here, and it was inputted here just
as it's normal table view. But I don't want to do that. I want to have a kind of diversity of views
on this dashboard. So what I want to do is first, I'm going to go ahead
and filter this as we filtered before and showing only the tasks that
are not completed. So I'm going to filter by
this completed checkbox, and I'm going to make sure
that completed is unchecked. So now it's showing us only
these active kind of tasks. These tasks are yet
to be completed. Now, the next thing that I
want to do just kind of for visual sake is to get rid of all of these
blank page icon. Because I didn't assign
any page icons to these, I want to go ahead and
just get rid of them. So if I come to layout, I can come over here and I
can turn off show page icon. Now, the next thing
that I want to do, because these tasks here are just that,
they're just tasks, and they're all kind of
smaller things that can be completed within
a shorter amount of time as compared
to a project tracker, I want to change this
view to kind of show these tasks in a
little bit more kind of clear setting, if you will. So what do I mean by this? Well, what I'm going to do is I'm going to come
over to settings, and instead of having
a table layout, what I want to do is change
this to a gallery layout. Now, we discussed
a gallery layout quickly in our layout lesson, but the way that I'm
going to use it here is going to be a little
different than how I discussed it in that
lesson and how we'll be applying this gallery view to our website in the next lesson. This is kind of all just
to show you how dynamic these layouts can be and the use cases that
you apply them to. So first, let's go
ahead and change this card size from
medium to small because I want to fit essentially
all of the tasks here in one view without having to scroll or do
anything like that. Now, the next thing is I want to come over to
card preview because there's no content on any of these pages or any
images to show. I'm going to come to card preview and I'm just
going to select none. So now we get to see
kind of more concise and condensed view
of these tasks. Okay, so the next thing
that I'm going to do is now I'm going to
come outside of layout, and I'm going to come
to property visibility because this is going to be
the next important thing. Now, with our task, we
don't really have much. We have our name, which is
always going to be visible, but the next thing that
I want to do is really just enable both of
these views right here. Now we're essentially
able to see the entirety of each one of these tasks all in
their own kind of little condensed bubbles right here in their own
little rectangles. So from this point, whenever
any one task is completed, you can just come over
here, check it off. I'll get rid of
it from the list, and we can see it
update right here in our project tracker from
before where it was 0%, now we get to see it's 33%. Okay, so now let's
go ahead and again, hide this filter and move on
to our next line of views. Here, again, what
I want to do is create another two column
layout right here. So you can see that we
have these two columns, and I'm going to have two
different views here, one of which is going
to be a calendar view titled this week's schedule, and the other one is going to be high priority task within
our project tracker. Again, just as we did before, I'm going to start out
with a heading one here, and it's going to be named
this week's schedule. And now I'm going to
come over here and do the same thing with
our other column. And there is a reason why
I'm putting in these titles, the heading or the text right here before I put
in the database. And that's because once
you put in a database on one of these kind of
two column layouts, it's hard to go ahead and
drag and put text above it. So it's just easier to
go ahead and put in your titles first before you add in the view of the database. Now that I have
this heading here, I also want to go ahead
and add in an emoji. So I'm going to do the same
thing Emoji right here, and I can go ahead and select the fire emoji for
our high priority. Okay, so now let's go ahead and input our calendar
view right here. So I'm just going to do slash, and then I'll do a
calendar view right here, and I'll go ahead and type
in our project tracker. Okay, so now that we have
this project tracker here, again, what I want to do is
what I did with the top row, I want to extend this out to give our two views here
a little bit more space, especially because this
one is a calendar view. And now what I want to do is I want to come
into the settings, and instead of seeing
the entire month, what I want to do is only
see this upcoming week. So now I can come here
into our calendar layout, and then I can come
to show calendar as, and you can see right
now it's set at month. But instead, I want this
to be set as we Okay, so now as I've done that, we get to see that the
view here has now changed. And another thing that
I want to do while I'm here is I want
to go ahead and get rid of our data source title because we don't need that here. Okay, so with that, this one is
essentially completed. Now let's go ahead and move over here into our high priority view and create a table that shows the projects that
are high priority. So I'll go ahead and
hit slash Table, and then we'll do our
table view as a database. I'll go ahead and type
in our project tracker, and now we get to see the entirety of our project tracker. Now, of course, we
don't want that. We just want to filter for
our high priority tasks. So I'm going to go ahead
and click the filter icon, and then we can come here
into Project priority, and then with project
priority is high. So now we are only seeing
our high priority projects. But we're not done with
this because, again, here we have a scrolli that
shows all this information. And again, I don't want
all of this to be shown. So let's go ahead and
actually change this up. So now what I want to do
is come into our settings. I want to come to our
project visibility, and I want to turn off a
few different properties. So I'm going to go ahead
and start off with hiding all and here I
only want to show, let's say, two
different properties. Again, because I don't
want to have to go ahead and scroll
through to be able to see a dashboard's purpose is to see everything that
you need at a glance. So let's just treat this
one the same way that we treated our overview here and only showing our tasks completed percentage
because this is going to be high
priority thing, so we want to then see what percentage of these
projects are done. If they are so high priority, we want to have kind
of a numerical way to identify how close
they are to being done. The additionally, if we want, just so we know whose
responsibility this is, we could also go ahead and add in a department right here. So we get to see who's responsible for these
high priority tasks. So if we have to press anyone to actually get
these projects done, we know who to reach out to. So let's go ahead and
keep this one as is. Okay, now we are going to
move on to the next line. So now before we move on, let's also come back
here into our layout and also get rid of
our data source title. And we can also minimize
the sections right here. Now, let's go ahead and get
into the next part of this, which is going to be showing our project tracker based on
the status of completion. So let's go ahead and just click down here to
get a new block. And I'm going to title this. Again, we'll have a header here. I'll title it
Projects by Status. So here I can just go ahead and hit Enter and then what I'm going to do is use a new view that we've
yet to use right here, and that is going to be
our board view right here. So let's go ahead and
select the board view, and I'm going to go ahead and type in our project tracker, and it's going to input all of our different status
markers right here. So we can scroll here and have this center
to be able to see. So here, this simply just acts as another way that
we can visualize the projects and their status as to where they are along
the way of getting done. And then, again, what I
want to do here is go ahead and get rid of our
data source title. So right here, now we
have projects by status. And we can move on to
our last part here. If we come back here and view, we get to see that our
last part is going to be these two kind of sections that each show three
different graphs. So this first one is going to be outstanding projects
by department, and they're going to be
broken up into marketing, sales and customer success, the three departments
that we have listed on our workspace on
our project tracker. So for now, let's just go ahead and get in this
outstanding projects. I can copy this so I don't
have to type it back out. But another thing that
I actually want to add here to kind of
separate our project by status to that next section
is going to be one enter, and I'm going to add in a divider right here
and one more Enter. And now we have our outstanding
projects by department. And now what we can do is go
ahead and hit Enter again. And here, I'm going to create
a three column layout. So three C, and hit Enter, and now we have three
separate columns to be able to put in are
three different charts. So the first thing I'm
going to do is I'm going to come and expand
this a little bit, and I'm going to put a heading two right here and I'm going
to name this one marketing. So just like this, I
can put in marketing. I'm going to come over here to our middle one,
do a heading two. I'll put sales, and
then come over to our last one and name this
one customer success. Okay, so now what we have
to do is input charts here. So I'm going to go ahead and start off with our marketing. And then, as you can see, as we will do, once we
create this marketing one, the rest of them will be super easy because we'll
essentially just be copying and pasting and only
changing one small thing. So, what I want to do here is I'm going to use
our slash Command, and I'm going to type in chart. So now we have all of
our different charts, and what we want to do is go ahead and do this donut chart. Now, one way that we're kind of using this different
than you would think is that we're not
actually using this to see a breakdown of anything. We're essentially using
this as a large counter. So let's go ahead and
continue to do this. I'm going to go ahead and
select our project tracker to make sure it puts in the
correct data source here. And for What to show, I want to go ahead and
select department here, and then each slice is going
to represent a project. So now it's just
changing the name here to ten distinct projects
because that is the total amount of projects across all
of our departments, across essentially our entire database of a project tracker. There's ten different projects
there within our database. So, next, what I want to
go ahead and do is add in a filter to filter to
only what marketing has. I only want to see the
projects for marketing. So I'm going to go
ahead and filter. I'm going to filter
by department, and I'm going to come
and select this, and department is marketing. So now I get to see there
are four distinct projects, four projects for marketing. Now, because I already have this labeled entitled
here as marketing, I want to get rid of
this label down here. So I can do so by
coming back here. I can come into
more style options, and I can turn off our
legend right there. So now we just see this
little circle chart. Okay, so all of those settings
that I use to do this isn't something that
I actually have to replicate and do again
for each one of these. Because instead, what I
can do is I can come here and command C on the marketing, and then I can move
over here into sales, and I can paste it, and I can do the same thing
again into customer success. Now, one thing that
is a little finicky, there's a little bug
in notion right now, and when we want to go
ahead and paste charts, it does this occasionally. It says something is wrong
with your chart data. But I found a way that we
can actually get around this is if we go ahead
and add a new view, we add in a table view. Then if we come back
to our chart view, you get to see that it
has now been fixed. So we can do the same
thing right here, add in a table view, but then just come back
to our chart view. And again, you get to
see that it's all good. You want to go ahead
and get rid of this table view, we
can then come here, click that dropdown, come
to these three dots, and we can delete the view. So we are only left
with our chart view. Now what we can do
is go ahead and come over here
into our settings, and we can come to our
filter by department. And instead of having this be marketing because we
are in the sales, we can have this then uncheck
marketing and select sales. Now you see that it's updated. We can do the exact
same thing right here, come to our settings, then come over down to filter, and for department
instead of marketing, we can select customer success. So now we get to
see that we have distinct projects for
each one of these. But there's actually
one other filter that I want to go ahead
and add because right now, this is just showing
total projects. But what I want to do is I want to show
outstanding projects. So that means we have
one more filter. So I'm going to come
back here into filter, add a filter, and I'm
going to come into status. And for status, I wanted
to click this drop down, and I'm going to say
status is not done. So now you get to see there are two outstanding projects
right here for our sales, and I'm going to go ahead
and do the same thing for our customer
success and marketing. So now we get to see with all of these actually applied,
how it changed. Here, this went 3-2. This one also went 3-2, and marketing stayed at four. They're not doing
their jobs over there. Okay, now let's go ahead and move on to the next
section that we have. If we come back over here, we get to see that this is completed projects
by department. So let's go ahead
and come over here, and again, I'm going to go
ahead and copy this title. And what I'm going
to do is come here. I'm going to add in
one more divider, so that's just three dashes. I'll enter once to
have some space, and now we have completed
projects by department. And again, what I want
to do here is just for simplicity because we already
built out these charts. The only thing that we're
going to be doing is changing some filtered criteria. I'm going to go
ahead and just copy this entire section right here and I'm going to bring
it down right here. Now, again, we get to see that this kind of problem
still persists. So we can just do our solution. We can add in our
table view and then we can come back into our
chart, which then fixes it. So I'm going to go
ahead and do that for all of these, and then
I'll come back to you. Okay, so now that we have this all set up and ready to go, it's going to be time to
come into our settings, and we're going to come
back to our filter. Now, this one is
actually quite simple, because instead of
adding in more filters, the only thing we
have to do to see our completed projects by
department is come from status, and we can change this
from is not to is. Now, you get to see
here with marketing, there's no data
because they have zero completed tasks over there in the
Marketing department. So now let's go ahead and do
the same thing over here, como settings,
filter and status, and change that
from is not to is. They have one project completed, and then come over here, filter, and status is complete. So right here, we get to see
that there is zero here, one completed here, and
two completed here. Now, I actually didn't even
change anything over here. So I think there's actually
an error in this one. So if I come here
into the settings, this one should be
is not complete. I'm going to come to
our filters and status. Yeah, right here, it's
not showing as it should. I'm going to change that
to is not complete. Have one outstanding
project here, and they have two
completed projects. So you can see in
this kind of manner, maybe this is something
that you would set up to see the progress of
each of your departments. And this can maybe be a
setup for some kind of reward system to see who
completes the most within, let's say, a given month. But there you have it. What we've just done is created our very own
workspace dashboard. Now, of course, this dashboard was specific to what we've been working on throughout
this course with our project tracker
and our task manager. But just with your knowledge that you've garnered on
how you can use views, how you can use
filtering, sorting, grouping, you can go
ahead and now create your very own dashboard or even your own
second brain notion. Because these dashboards
don't only have to be dashboards that are
based on one database. They can be one dashboard
that maybe is going off your entire life where you have your personal stuff in one view, and then you have work
stuff in another view. But there you have it. And even from this point, what we can do, if you want to kind
of give this to everyone within your workspace, you can not only share it, but we could go ahead
and publish this as its very own website
where maybe people outside of your
workspace could also view as to what your
accomplishments are and what the progress
on certain projects or whatever you are going to be creating is going to be. Okay. All right. So there you have it. This lesson is now done. Now, let's move on to
adding in and kind of sprucing up our website with this new database
knowledge that we have.
21. Power a Website with Databases: All right, so now
it is time to apply the new knowledge
that we have on databases to the website
that we've been building. So the last place
that we left off on this website was having
created what we see now. Now in this lesson, what
I want to go ahead and add is what we see down here. So essentially, what we're
doing here is we're taking this section and we are
changing it into this section, where as you can see here, these ones aren't
just mixtures of images and text and button. Instead, this here is actually a database that
we're working with. And more specifically, it's a
gallery view of a database. Now, we're actually
not just going to stop here because let me go ahead and take us to our
actual site right now. So let's go ahead and get
right into building this. So right now we are
here on our website, and where I want to bring
your attention to is these little tabs that we have up here, because
in this lesson, we are going to be working with the courses tab because right here at the bottom of our site where we're going to
have our featured courses, and, of course, we'll be
removing this one, as well. What is happening here in this gallery view is that
we have featured courses. So you can see that
they have a tab here. This is a multi select tag
that I apply to these. So that means these
featured ones are going to be appearing here
under featured courses, under this gallery view specifically because I
filtered it to do so. But in the courses tab, what I want to do is
have all of the courses. So there's going to be
many more than just three. So let's go ahead and get right into it and start building. Okay, so let's go
ahead and begin with getting rid of everything
that we see right here. So I'm going to get rid of
essentially everything in this featured courses section except for this one title here. Okay, so now we have our
blank slate to deal with. Now, the first thing
that I actually want to do is create a
brand new database. So I'm going to come over
here into our team spaces. I'm going to come
to my workspace, and I'm going to add
in an empty database, and I'm going to title
this one courses. Now, I want to note that
what I'm doing here doesn't have to only apply to
courses themselves. Instead, if we come
back to our site, and another way that
this can kind of be practically implemented in another notion
site is these can, instead, instead of
courses, be blogs. And that one, honestly,
is probably one of the most common uses of using a gallery view on
a site on notion. If that's something that's
kind of more your style, then everything that I will
be discussing in this lesson is going to be exactly
applicable to doing that. So let's go ahead and come back into our courses
database right here. And the first thing that
we're going to do is we're going to add in a
couple properties. So the first of which is going to be a multi select property. Then I want to add
in a text property. We can call it description. Another one's going
to be important, especially for our
gallery view and actually getting the
thumbnails visible. That's going to be a
file and media tab, a file and media property. And lastly, for those
of you that maybe want to use this in a kind
of blog context, I can add in another
property here, and this property
can be created time. Okay. So now let's go ahead and start off with three new pages. Now, what I want to
do here for the name is just pull in
these course titles. So I'm just going to
go ahead and copy and paste these ones in, and
then I'll come back to you. Okay, so our first
step here and actually getting in these course
titles has been complete. Now what I want to do is
I want to add a new view. So instead of just looking
at our table view, let's actually have a view that is going to reflect what we're
going to see in our site, which is, of course, going
to be our gallery view. So we can use this gallery view for every time we make
changes in our table view, we can kind of come
here and preview them how they're going
to look in the gallery because it is easier
to kind of add things in here within our table view as opposed to our gallery view. Now what I want to do
is I want to go ahead and add in tags
for these courses. So if we go ahead
and come back here, and I scroll down, you
get to see that there are tags associated
with these courses. Now, this is kind of just to help the people that are
on our side to kind of get an idea what kind of
category these can be in. And as you can see, I have three separate
distinct tags here. I have a featured one, which is going to help
us in filtering to get this featured courses
section on our landing page. Then we have our
project management and we have a marketing tab. Now, I can add in
other tags as well. Like maybe a best selling
tag if that's the case, or maybe if the reviews are above a 4.5,
something like that. These are all different
kind of ideas, but for now, we can go
ahead and stick to this. Now, if you're
writing a blog here, these can be tags
that are going to be related to specific
things about that blog. Maybe the category
you're writing in, maybe if there was any
kind of critical acclaim, maybe some important
places where that blog was cited,
things like that. So let's go ahead and come in
here and create these tags. So first, I'm going
to type in featured. Then we can go ahead
and put marketing. And then, lastly, we can
have project management. If I want to go ahead and change the designations of these, change the colors, then I
could go ahead and do so. Like featured can
be some yellow. Let's go ahead and put
marketing as blue, and we could have project
management as green. For this Linktn course, I'm not going to have
project management because that is not going
to be relevant for it. But for Air table,
that is exactly where I will have a
project management tag, and for male champ, I will also put the
marketing tab for it. But as you can see,
I put featured on all of these because
these are going to be the ones that we
want to have appear in our featured section
of our Landing page. Now, if you're not
sure exactly what I mean and how this
kind of relates, you'll see as we actually get to doing this on Landing
page in a moment. Now let's go ahead and move
on to the description. Now, this description,
the reason I added it, is because I wanted
to be able to have this subtext right here, kind of like we see right here. So what I'm going to do is
the same thing as before. I'm just going to
go ahead and copy, and I'm going to paste it
into these descriptions. So I'll do the same thing with these two, and then
I'll come back to you. Okay, so now that we have
these descriptions over here, let's come to our gallery view to kind of preview how
this is going to look. Make these descriptions visible, we're going to have to come
to property visibility. And right now, only one property
is visible in the names. So let's go ahead and make
our descriptions visible, and let's make our multi select visible because those are the two that we've
added content to. Now, as you can see, we see that we're
not actually able to see the full
description here, right? They cut off after a certain
amount of characters. But we can go ahead
and fix this. The place that we can
actually go ahead and fix this is going to be
first in our settings. Then we're going
to come down here and to edit properties. And this is going
to allow us to edit some things where we wouldn't have been able to
do so otherwise. And for example, if we come
here to our description, what we want to do is
this rap in view setting. If we go ahead and enable this, then that means
that we're able to see the entirety of
our descriptions. So just as if we
were going to be using this function
for the title, and let's say any part of our table because
with our table, that is a basic function here, this wrap in view if we
come into our layout, and I go ahead and come here
and to wrap all columns. We get to see that this is something that we went
over earlier in this course, but it shows that it's
able to see all of it. Everything from our name and everything of
the description. Nothing is cut off.
So let's go ahead and turn that off and come
back into our gallery. So right now we get
to see that this here is looking much more
like it should, right? It's looking like what we were trying to
create right here. Now, the next step
of this is going to be to add in
the actual images. So that's going to be part
of our files and media. So what we're going to do
for this is quite simple. We're going to just come,
click here into each part, and then we can go
ahead and upload each respective thumbnail,
each respective image. So now, again, I'm going
to do that myself, and then I'll come
back. All right. Now, just a few seconds later, we now have all of these images imported into our files
in media property. So now let's go ahead and come back over to our gallery view, and let's actually look at this. Because right now we
don't see anything, and that is just going to be
fixed in a couple of clicks. We're going to come
to our settings. We're going to come
to our layout, and then you get to see
right here our card preview. Our card preview is
now our page content, and all of these are new
pages that I created, so there's no content on them, so that's why we
see nothing here. Instead of having
this as page content, what we want is to have it
as our files and media. So we can go ahead
and select this, and now we get to see all
of our images right here. So now, this is essentially
exactly what we need in terms of having this shown on our landing
page, right? Because these are the
three featured courses that we can see right here. Except, as I said before, I don't want them to be
just this featured courses. We're going to be
using this exact same database here to be highlighting our courses section right here to highlight
all of our courses. So what we need to
do is go ahead and expand this database
to have more courses. Now, instead of just going ahead and plugging
all of my courses, what I'm going to do just for time's sake is I'm going
to go ahead and duplicate. So I'll duplicate these a
few times just so we can have a good amount of
these courses here listed, so it kind of looks
like a more full page. So to do so, what
I'm first going to do is I'm going to get rid
of these featured tags, just so I don't have all of
these duplicated courses, having the featured tag on them. Instead, I'm just going
to have it like this. I'm going to select all three, and then I'm going
to hit Command D to duplicate. And I can do this. Let's say I think this amount of times
here is perfectly fine. So now what I want to
do is I want to come to this multi select at the top. And for the top three courses, I'm going to have this featured
badge associated with. Okay, so now it's
time to actually come back to our website and
start working with this. So let's go ahead
and move over to the website where I got rid
of everything right here. So now we have some
space to work. So what I'm going to do is I'm going to make sure there is at least one block of space, one block of padding between our title here and the database that we
are going to input. Now I'm going to do slash. I'm going to do an inline
database right here. And I'm going to put the title of our database,
which is courses. So right now, we get to see all of our
courses right here, but that's not what
we want to see. I mean, the very first thing, instead of just filtering
this to our featured, is the fact that this
here is a table, and we need our gallery view. So we're going to
come into settings. We're going to come into layout, and I'm going to
change this from table into our gallery
view right here. Okay, so now that
this is the case, we then see that we have
the same issue as we did before in that we're not
seeing any extra information. We're just seeing
the titles here. So what I need to do is
first come to settings, come to property visibility, and then we are going
to uncheck description. We're going to uncheck our
multi select field as well. Okay, now for the next problem, again, we don't see
the thumbnails here. So then we have to come
back into settings. We have to come into
edit properties, and then we can come over
here into our description. And first, we have to go
ahead and wrap in this view. To be able to see
our descriptions. And if we come back here, we can then come to our layout, and then we can come
to our card preview and select files and media to see all of
our thumbnails here. Okay, so now it's time for our filtering because
we don't want to see all of these right here. We don't want to see
all of these courses. Instead, we want to see
just our featured courses. So we're going to come
over here into filter. And we are going to filter
by our multi select field, and we just want to
select this featured one. So we only see the featured
courses right here, the courses with
the featured tag. Okay, so now if we go ahead
and close this filter, we get to see that we have our featured courses right here. But there's still a few more things that
we want to tweak. First thing that I want
to do is I want to get rid of this right here,
this little link. So to do so, if we come
here into settings, I can come to layout, and then I can uncheck our show data source title.
That gets rid of that. Okay, first step is done. Now, the next thing is that
I want to go ahead and change the layout here because we get to see there's two here, and there's one here, but I want these all to stand side by side. Now, there isn't a
necessarily easy way to go about this or at
least straightforward way, but there is a little
workground that I can show you. Now, it's not always
the most kind of consistent method,
but in this case, when we're kind of forced
to work with what we have, it is frankly, our best option. So, what am I even
talking about right here? Well, let me first go
ahead and come up here. I'm going to again
add in a new block. What I'm going to do here is
I'm going to do three C. So I'm going to create a three column block
layout right now. So now with this three
column block layout, what I'm going to do is I'm going to pull this
and I'm going to set this gallery view into
our middle block right here. Now, as you can see, right now, it doesn't look the best. But with some
repositioning that we are afforded to with this
three column layout, we're able to make this fit
exactly how we want it. So first, I'm going to
come here to our edge and I'm going to drag it off
to the side of our screen. So right now, this essentially
allows me to work with the middle columns right here to make adjustments
as I so please. Okay, so right now, I've
repositioned them by again, using this three column
workaround to have them central. But one thing that I kind
of want to do here is that I think these are
a little bit too small. So instead, what I want
to do is I want to make this a little bit bigger because when it's going
to be on a website, it's going to kind of be
hard to decipher everything, and I just think it would
look better if it was bigger. So to do so, I can
come here into our settings and again
come into our layout. And then for our card size, I can change it from
medium to be large. Okay, so now we have
large cards, but again, you can see that
we've run back into our problem of our sizing
and positioning here. So let me go ahead and come back to our little dragbs right here, and I can drag them out, and I can do the same thing
on this side right here. So we can pull them
out to stretch and fit to the point where just
before it adds a new page. So let's go ahead and have it like this where you can see
this is a perfect layout. Okay, so what we've done
here is essentially created our featured
courses section of this. Now, there is something that I want to note here that differs this gallery view from what
we previously had right here. Now, before, what I was able to do is because
these were images, this was an image block, what I could do is
attach a link to it, where if somebody clicked it, then they would be
redirected to the link. Now, that isn't going
to be the case with our database gallery
view right here, because when somebody
clicks it, as I just did, we get to see that it
opens up a page in itself. There's a few things that I could do with this
in this example, or if you're doing this for
again, let's say, a blog. Now, if this is a blog and
you have your featured blogs, if someone clicks it,
you can then just have your blog right here exactly
what you were writing about. Now, in our case,
because it's courses, what I could do is I could have, let's say, our course outline, and I can have maybe some
reviews listed here. I can use this kind
of empty space here, this page as a kind of benefit. And what I could do
is throughout this, I could leave links or even
buttons to our course. Now, again, another solution, what we can do here
is just as before, as we had these three
column layout in buttons, I could then have this
view course button. And again, each of these links could then lead to the
courses themselves. So that's not necessarily something that I
have to do here, but this is kind
of just mentioning maybe problems that
you might run into if this is a kind of
approach that you want to take and the solutions
that we have for them. Okay, so now let's
go ahead and move into the courses tab that we'd see over
here in our header, because there is exactly where I want to add
in this database. So right now we get to see that we have these
three tabs that about me, the course is in contact. What I want to do is come
here into our courses tab. Now, in our courses tab, what I'm going to do is the
same thing as I did before. And here, we're going to be
inputting in our database. So here, I'm going to type in gallery because we're going to start with this gallery view, and I'm going to
type in courses. So right here, we
have our courses, and I'm going to go
ahead and select our gallery view because
it already exists and it can just import it in for us without us having to do
any of those extra steps. Okay, so one
approach that we can do here that I
didn't want to do on our main page is
actually come up here to the top right of our screen where we can adjust
our page settings. Now, what I can do here is I can make our page full width. Now, as you can see, in
making it full width, we get to have all of our courses right here kind of span the
width of the page. So this is kind of more of an easy workound if
you don't want to go ahead and do the method that I showed you with the
three column layout. Now, that is, of course,
something that we could do here. But before where we
were on our website, if I were to have
one ahead and come here and make
everything full width, then you could see that
it would really just mess with the layout
of everything here. So I didn't want to do
that on our main page. But right here, this is a potential place where we
could go ahead and do that. Now, again, because
this is a page here, what we can do is add in more
elements, if we so please. So I could go ahead and
change in this title. I can maybe add an icon, add a cover, and I
could hit Enter here. I could put in some text, maybe some promo codes, maybe other information
about this, essentially, whatever
we would like to add here on this page. Now, another thing that
I want to note here is that you get to see that
if we hover over these, we have this little
reposition icon. That means that
we can reposition how these thumbnails
are going to appear, how these images are going to appear in your gallery view. Now, what's happening here is that notion is kind
of just fitting them to this current kind
of layout right here. Now, one thing to
note is that as people kind of change
how they view it, if they minimize their screen, if they change the
aspect ratios, this is going to change. They might not see
exactly how it appears right here.
Things might be cut off. Now, if you want to
ensure that nothing is cut off on these images, then what we can do is
come into our settings. We can come into the layout
settings here under gallery, and we can fit image. Now, if we fit image, you get to see that
everything kind of zoomed out a little bit, and now we have these
little bezels on the side, but that's kind of the
price that you have to pay to ensure
that everything is going to be visible on these images on your
gallery view previews. Okay, now let's go ahead. And actually view this site
and see how everything looks. Okay, so now we are
here back in our site. We get to see the same old
good stuff right here. And as we scroll down, we get to see our featured
courses right here. 03 featured courses. If we click on them, we get to see that they open as pages. Now we can also change
the setting for them to open as full pages with
just a few clicks. But for now, I think
this is good here for our featured courses
because right here, we get to see that we get
little bits of previews. Maybe we'll have some
ratings right here, maybe a little description, maybe a little outline, whatever it may be,
and then we could have a button here
that's a call to action. Again, or we can have the
button present right here. Now, if they want
to go ahead and see the full course catalog, you can come right here, and then they'll be
able to see everything, and they'll be able
to interact with any course they so choose. Again, this has so
many applications, especially if you want to
use Notion to create a blog. Alright. Now, with that, that is this lesson
on integrating databases into the website
that we have been building. I want to take this
moment to remind you that at any point
in this course, not just with this lesson,
but with any lesson, if there is anything that
we've discussed that maybe is a little difficult or a little
bit confusing to you, you can always drop your
questions in the Q&A section, and me and my team will be
there to answer anything that is frustrating you or that you're just having a
little bit of trouble with. Alright, that's it for this lesson. I'll
see you in the next.
22. Create Pages You Reuse: In this lesson, we
are going to begin to look at templates
with in notion. Now, templates with the notion
take many different forms. So templates in notion
take many different forms because we can have templates
within our databases. We can use our buttons and essentially have those buttons
create templates for us, and we can access the
templates that notion provides for us as well as use their
notion marketplace, as well. These are all places where
we can see templates. But in this lesson, we
are going to start off with kind of the most
basic form of this, and this is going to be
the immediate templates that notion provides for us. Because if you've been tracking our sidebar here from the
beginning of this course, you can see that these ones
right here are goals tracker, our meeting notes right here, you can see that this is a kind of opening of us
going to be able to start to create this meeting notes template
from what Nian gives us, which is going to be
essentially the same thing as our document hub and
our projects right here. These four tabs right here, these four pages
are all templates that Noon has given us from
when we created our account. If you want to follow
along with me, you may or may not be able
to see this on your notion. And if you aren't,
then it's as simple as coming into our
workspace right here, clicking that plus button. And then you get to see right
here from our suggested, these are the
templates that we're essentially going to be looking
through in this lesson. Right here, it gives
us six basic ones. But if we go ahead and
click more templates, then we get to see
that there are a handful of these templates that notion has created
and given to us. As you'll see in a later lesson, we will explore the
marketplace, as well. But for now, let's look
at these first ones. So right now, before we
look at this goals tracker, let's go ahead and
have this first one right here, our Task Tracker. So we get to see as we
click the Task Tracker, we get to select features
to turn on or off. And as we do that, we're
going to be able to preview exactly how this is
going to look right here. So, in first glance, we get to see that this here
is titled Task Tracker, and it is a table layout
in this first view. But we also get
to see that there are a few different tabs that, again, we get to go
ahead and preview. We have this con Bon
layout right here. And right here, we have
another one that are my tasks. So let's go ahead and come
and look at all tasks, and let's go and change
some of these features. So right here, we have priority. We see that that one is enabled, and we get to see
that right here. If I turn it off, you get
to see it, it disappears. But if we turn it back on,
it reappears right here. We have our task type, we have effort level. So if we go ahead and move over, we get to see effort
level right here. We have an updated app feature. We have pass due. We have an attached
file property, and there is an AI
summary which we will be going over later
on in this course. So let's just go ahead and turn everything on right
here so we can have the most packed
Task Tracker that at least is afforded to us right here within this template. So let's go ahead
and click Continue. And now we get to go ahead
and configure our views. So you get to see that these
three views are enabled, but we also have one more
here in a checklist. This checklist view
essentially takes our all tasks and just pulls the task name and has
them able to be checked, done, complete or kind
of this other one here, which maybe you would denote
as being in progress. So again, we can turn on
all of these and just go ahead and continue to actually
create this task tracker. So now that we're here, let's go ahead and kind of just have a quick overview because we do have a lot more templates
to get through. So most of these properties here are going to
be quite familiar. We have our status, our
assignee, our due date, and our priority, all things that we have already
worked with. Here we have our task type, and in this case, this is
just a multi select field. It just has a different icon. But you can see as we open this, these are just a
multi select field. Again, we're able to select multiple options
from the property. Then as we move on,
we have description, which is just a plain text
field. We have attached file. And this right here,
our past due property is one that we haven't
yet went over. It's a formula property.
And no worries. We will be going over formulas, but this one is a little bit
more of an advanced concept, but there are some kind of more easy practical
uses for them. An example, right here, using it as a past due function. So if we just look at
this real quickly, what this is essentially
saying is if due date, and then we get to see a
less than sign right here, and now it's naming it past du. So this essentially means if the due date is before because
of this less than sign, now, then we are going
to name it past Du. So because all of
these due dates over here are in the past, meaning they are less
than today's date, then this is named past Du. So that one there
is quite simple. It's one of the kind of easier uses of this
formula property. And when we do go over this, I'll show you again how we
can set this up from scratch. And then as we move
over, we get to see when these
were last updated. We get to see effort level, which as you can see right here, as I switch this, we get to see that it is a
single select field. Lastly, we have an introduction
of a new property, again, we have yet to
go over, but we will. It's a AI summary. This is essentially
just giving us a summary of each
one of these tasks. So let me go ahead and
come here into our layout, and I'm going to enable wrap columns just
so we're able to see these summaries
right here in full view. You essentially get
to see that what this summary function
does is take all of this information
before it and summarize it into
one text block. Okay, so that here
is kind of like the biggest overview
that we get to see of this template
in our Task Tracker. But we can also see how these different
views manifest as well by having them by status, by having our task by our tasks, and having them here
in our checklist. Okay, so now let's go ahead and move on to
our Gals tracker. Our Gals tracker is again going to be essentially
the same thing. But instead of task,
we're going to be tracking maybe more
long term goals. When looking at this, we get to see a lot of properties here, almost all of them, which
are quite familiar. Right here with our
owner property, this one is just going to
be an assignee property. Then we have our status. We have our due date
priority, and then Team, which is a multi select
property right here. And just like the other ones, we also have other views, again, we have a con Bon view right
here. We have my goals. So let's go ahead and
put this right here, assigned to myself,
and we get to see that it is appearing
here in my goals. So essentially, the only
thing that dictates this view right here from all goals is that
with this view, it's still a table view, but there is a filter here. And the filter is simply that the owner is me, Adam Taylor. Okay, so now let's go
ahead and move on. Now let's look at
our meeting notes. So with our meeting
notes, again, we get to see our
preview right here. Right here, our first
tab is all meetings. We get to see meeting name. There's a date, the
category of the meeting, attendees of the meeting. And again, we have an AI summary of this meeting that is going to be based by the other
information within the rows. So again, let's go ahead and
just turn on all of these. We can click Get Started, and we can turn on
this by category view. So we get to see this kind
of layout right here. We have my notes. And lastly, we have by category. So as I'm going through
all of these templates, the main thing that I
kind of want you to get out of it is just inspiration. How can you go ahead and
implement what you get to see on these templates into
your own notion workspaces? Now, with that, let's move
on to our document hub. And our document hub is going to be a little bit more condensed because all of these are going to be just individual documents. So the difference here is if
we go ahead and open them, you get to see each page has
its own template within it. We get to see there's
a background title, analysis, recommendations,
and implementation. So while the tables
and properties maybe may not be as advanced, we at least get to see
some structure here within our pages that we didn't
look at in our prior ones. And the same as before,
we have a M Doc tab. So this one is essentially going to be another
table view that is filtered by docs that are
created by me, Adam Taylor. So again, let's come
back right here, and let's go ahead
and move on to our next one, which is projects. So in looking at these
properties, we get to see, again, these are not unfamiliar
properties to us, right? We get to kind of see and
recognize each one of these. We have assignee status, start and end date, priority, our team, which is a
multi select field, our attached file and status. One different tier besides the extra views that we get
right here are going to be, again, the page layouts. So with these project templates, we have to see all
of the layouts within the pages are going
to be structured like this. We have an about project, so we can give a little
description here, and then we have action items. So things that need to be done for this specific
project to be completed, then we have some document
links right here. If we want to go ahead
and embed a Google Drive, we could click that and
we can paste in the link. If we want to embed a Figma, then we can go ahead and do
the same thing right there. Now, the say Embed Google Drive or embed Figma isn't limiting us to just putting in the links for these respective
kind of software. Instead, they're just kind
of giving us recommendations as to what to put in here because they
are labeled as such. So when people are going to be going through your projects, they know that if they go ahead and click this and
you did, in fact, put a Google Drive link, then they will be redirected
to the Google Drive, and they don't have to kind
of go through the links, and it's just not clear. Here, with these
blocks that Noon gave us and naming them as such, it just makes it clear for
your workspace to know exactly where everything is and know what each link is going
to be redirecting them. Okay, so now let's
just go ahead and look at maybe one or two
more right here. If I go ahead and open this up, let's look at a
few more templates right here before
we go ahead and move on to the next
lesson where we get to kind of see more
templates in action, more than just these basic
ones that notion gives us. We're going to take it
a little step further. First, let's go ahead and look
at this content calendar. So again, with this
content calendar, we get to choose all of the different features that
we get to have within it. I'm going to select all of
them just so we can see. I can continue, and we also get to choose
all of our views here. So now I'm going to hit done, and now we're going
to be brought into a template that looks a little different than
what we've been working. So this first view
that we have right here is going to be
our calendar view, which makes sense because
this is a content calendar. If I come over here
into all content, we get to see that
all of these are in March and in
February of 2025. So let me go ahead
and go a little bit back into the past
to be able to see this. Right here within February, we do get to see two
posts right here. And just as if it's any other calendar view
that we created ourself, what we're able
to do is not only see these tasks or in this case, content within our calendar, we can go ahead and
drag and drop it to update when these
are going to be due and to plan out our
content in this case. But we're not only given this, we're given our table layout. So we're able to see film date, published date the content
type and platform. And speaking of platform, we can also look at a
view that is by platform. So you get to see this
one here is using our grouping function
to split up all of these different
pieces of content into respective mediums
within Instagram, LinkedIn, blog and website, email, Spotify, and Tik Tok. So this one here can be a
super useful starting point if that is one of the uses of notion for you that
you were thinking. If you wanted to use
as a content calendar, this template here can be
a great choice for you. Now let's go ahead and look into one more final template
in this lesson. And this last one that
we're going to look at is going to be a
brainstorm session. So again, just as before, I'm going to turn
on all of these, and we get to go ahead and look at this initial
table layout. So this brainstorm
session template here is one that I particularly
like because it really is quite
well built for what its purpose is listed as as a brainstorm session
because here, it's super simple to go ahead
and add in these new ideas. And once you do, you get
to see not only who it was created by we also have
this up vote function. And when we upvote, this essentially runs
in automation that then increases this
field property by one. And also because we are able
to see who it's upvoted by you're not able to
up vote multiple times, so it locks you only
to one up vote. So if it's your idea and you want to spam it
with a bunch of up votes, notion doesn't let you,
which is kind of nice. And then along with this, we also get to see two more views. One of them is going
to be by category. So if you want to
kind of come in here and put new ideas per category, then this is kind of an easy way that you can go ahead and do so instead of adding
in new ideas and then assigning the
categories each time. And then we have top ideas. And then this top idea tab is going to be breaking
down each idea. It's going to be filtering
them or sorting them by which one has the
highest votes at the top. So we're able to see
that this is the case, because if we come over
here to our sort function, we get to see that it's blue, meaning that there is some
kind of rule applied here, and we get to see that
it is filtered or sorted by total votes
in an ascending order. Alright, now, with that, that is going to be the
end of this lesson. So let's go ahead and
keep pushing on and see all the ways that templates
can exist with a notion.
23. Find Templates (Notion Marketplace): This lesson, we are diving into our notion
template marketplace. Now, first things
first, to get here, you're going to want to come
over here to your side bar, and let's go ahead
and open this up. And to get here, you can scroll all the
way to the bottom, and we're going to come
to our marketplace. That's going to lead us to
where we are right now. The marketplace is
an official hub where other creators on notion share all of their powerful
intricate templates that they've created on notion. So here, you essentially have
everything that you could imagine and some other things that you probably
didn't imagine. Like, first off, we have
some consultants right here. So, if this is
something that you actually want to
be really serious about and start to
invest a lot of money into having a
consultant come into your business and give
you a tailored kind of plan as to a notion setup that is going to be
best for your business, then you have your
consultants right here. But just note that you
are going to want to have some kind of a budget
here because as you can see, the project budgets
are going to be running 1-15 thousand here, and this is a very kind
of common price range for what you'd be paying for these consultants
that are a notion. But that's really
just one little thing that I wanted to point
out before we get started because everything else
that we are going to be able to look at in this
lesson is going to be highly, highly accessible,
no matter what your budget is because
as you can see, a lot of these templates
that we see here are going to be free for our use. The first thing that I want to kind of bring your attention to is going to be
this top part right here where we're able
to kind of navigate different categories
as to the kind of templates that are
accessible on this marketplace, because right here,
we have three kind of large categories in
work, life, and school. And among each one of these, we have another several
other categories that kind of make up. And there's even more
that we see here because, let's say, if we want
to come and work, we can click View All, and there are going to be a whole lot of different
templates that we can use. Some of them are
going to be free, but also others we are
going to have to pay for. For example, this
one right here, $79. Now, one kind of
benefit that I do want to mention
here is that a lot of the templates that we see if they are
going to be paid, a lot of the creators
have a light version. So a free version where you're not going to have as
much functionality, but it's still nice because you can try
out that free version. And typically, they have
messaging on that template that alludes to
what you would get with a paid version,
for example. So now let's go ahead and come
back to our homepage here. Now, I want to show you these top little suggestions because actually we can go beyond just looking at different
categories here, because here we
see these red ones are going to be
school categories. The blue ones are
going to be work, and then these yellow ones here are going to be life categories. But you can see, for
example, right here, we have this gray one
that's titled formulas, and that's not any one of these. And that's because this lives outside of these
categories because what this is is essentially teaching
us things about notion. And in this case, it's
teaching us how we can use formulas because there
are a multitude, multitude of ways that you
can go ahead and apply formulas within the setups
that you create a notion. There can be an entire course dedicated completely to
formulas and notion. Now, in this course,
we don't go over it as extensively
because, again, this isn't supposed to be a course where we're going
to go ahead and dedicate, let's say, 10 hours to formulas. No, this is a course
that's supposed to be an overview on
everything and notion, and spending 10
hours on formulas is probably not something that
most of you want to watch. If you do have extra kind
of curiosities or questions on kind of these specific parts like formulas or automation, you can come to the
marketplace and find different
templates that kind of teach you more about it. Again, if you do have
those kinds of questions, you could always drop those
in the Q&A section because me and my team are
always going to be there to answer whatever
you have problems with. Now let's go ahead and actually
get into these templates. So what I want to
show you here is this ultimate habit
tracker first. As we click into them, we get to see that we
have some features. Now, this one, we only have
the formulas being listed. But if I go ahead and back
out here and we scroll down, let's say to this
projects and tasks, you get to see that there's
more than just the formulas. We have layouts,
you have charts. Essentially, this is kind
of another way that we can preview what these kind of
templates have to offer. But let's go ahead and come back into our ultimate
habit tracker. The next thing that I want
to show you is that we have a bunch of information
that kind of summarizes. We also have reviews, all things that are related to these specific ones
that we click on. So we get to see some
information here. There's over 900 ratings, 4.8 stars on this
exact template. You have almost
40,000 downloads. You have version updates. You have an about
section, and again, we have ratings and reviews that you could
go through and look. Now, next, if all of that
wasn't enough to convince you, you could also come into
the preview section. And with the preview, it essentially just
loads up this template. So you're able to see
everything right here. Now, in terms of
interacting with it, you can't because
it's just a preview. But if you look through
and you like what you see, you can go ahead and click Add. And then I'm going to add
it into our workspace. It's going to take a few
moments to kind of populate. And then when it's done,
it'll let us know right here. Again, it should just
take less than a minute, and then we could
go ahead and hop in and kind of take a
look around here. Okay, so now we get to see
that the template is ready. We can go ahead and
click C template. And now this template is hours. It's a page that exists
within our workspace. We can see this bread
comes right here. So with that, we're
able to essentially change whatever we want because everything
that we see here, they're all just blocks. So we get to see right here we have our habit lists, right? We have these ones which are
in an order that reflects the exact same
order that we have here because we have
sleep seven to 8 hours. We see that's the
first one right here, our sleep seven to 8 hours, we have eat healthy meals. Social media less
than 90 minutes. And now, every single
time, we click one. We get to see using this kind of formula property right
here. Let's see. Let's go ahead and
edit the formula. We see that this here is a little bit more complicated
than simple here. But with this, we're able
to essentially create this progress bar out
of all of our habits. This can be a super
helpful template. It doesn't really
matter if you want to use notion just
for work purposes, because stuff like this is the kind of thing
that can get you to use notion for things outside of work for
these habit trackers. This exact template is actually
one that I used myself, and it's super intuitive because let's go ahead and
fill these ones in right here. Let's say we got a
70% on November 18. If we come down right here, we get to see that this
month is right here. We get to see that this is
the same kind of database, but they're just different
views because this one here is filtering for this week. This one here is
the same database, but it is using an entire month's view.
So we can see everything. And then down here, we have our monthly overview
so we're able to see kind of our progress with sticking with our habits
across the month. And looking at views like this, especially in terms
of habit tracking, is a great way for
you to go ahead and stick with the habits
that you've created, because if you're in January, February, March, and
those are all at 100%, then you want to
keep that kind of streak going as the
months progress. So this year is a
great template. Now, let's go ahead and
look at another one. Again, I'm going to come
here to our side tab, and then we're going
to scroll down, and we're going to
come into Marketplace. Now, let's look at one that is more related
to work category. Another thing to mention
here is that when you are here within any one
of these categories, not only can you choose your use case here and choose
the kind of subcategory, what you can also do is
choose the price right here. If you want to filter
to only free plans, you can go ahead and do. And if you want to see templates that are made by other creators, you could do so or maybe
just by notion themselves. And then also coming by here, we get to go ahead and choose different
features that we want to be present within our databases or here, within our templates. And lastly, you also have this sort feature
here where we can sort by popular most
recent and duplications. Now, let's go ahead and
check out this company Wiki. So let's go ahead and check
this out so you can see, essentially what I
mean if that's not something that is immediately intuitive to you
because we get to see here that we
have our overviews, which is our mission,
vision, and values, and clicking this
is going to take us to a page within
this company Wiki, where it's listing our
mission, vision, and values. Now, if we come back
to our company Wiki, you get to see company
stories, goals, and OKRs, we have
processes and workflows, meeting schedule, core policies. This is essentially just
going to be the hub of all of your important information
about your business. Essentially, like your
business handbook right here. Now, this one isn't as important to go
through in terms of functionality because we kind of understand what we are able
to see right here, right? Because here we
have linked pages. Here we have a gallery view. Of a kind of an overview of all the important things
that we have within this. It all makes sense
to us at this point, but it's essentially
a maybe new way, a different way of
thinking about how we can go ahead and lay out all
of this information. So it's essentially just lay
out inspiration for you. Okay, now let's
go ahead and look at one more before we
wrap up this lesson. We're again going to come
back to our marketplace, and I'm going to go
ahead and again, come back into our
work category. And we can go ahead and look at this product
roadmap right here. So in this product roadmap, I'm going to go ahead and
add this just so we're able to see a different template that uses charts as well. So let's go ahead and get
right into this template. One nice thing about
this template, and it's something
that a lot of them do is they essentially give you an overview about
how you can use this template to the kind
of best of its abilities. So as you can see, the overview here says that this page
has two connected database. One of them is going
to be projects, so overview of all the
projects in the pipeline, and then the other one
is going to be tasks. So this is your
detailed breakdown of every task under
your projects. Now, this is essentially what we built in our
action items page. But, again, you
get to see this is kind of more inspiration about how you can lay out
all of this information. So, essentially,
the thing that I want you to walk away from with this lesson is that
whenever you want to create something
new within notion, this marketplace is always a great place to start because
throughout this course, I'm giving you essentially
all of the tools that you need to know
how notion functions, but there's still a
creative aspect to this. And with this creative aspect, the best place
that you can go to gain inspiration is to look at what other people have created within your
same categories. So the marketplace is
always a great place for you to start if
you're going to be building something new
for your own workspace. So it's likely whatever
you are trying to build, it's something that
maybe other people have also gone through
the same thing, and maybe there is going to be some template that exists
on this marketplace that, again, you couldn't
get inspiration from. Now, also another thing to know is that if really that
is all you want to do, you kind of want to come here
and look for inspiration, then we can go ahead and
again, come to our work. And if I want to go ahead
and filter by paid ones, you're still able to come
into these paid ones and read up about what they
exactly kind of offer. And you can go through. You can still look at the images here. So you can kind of get a feel for what these paid
ones have to offer, and maybe you could even
recreate it yourself. Alright, that is it
for this lesson. I'll see you in the next one.
24. Automate Work with Templates: This lesson, we are going
to be taking a look at templates that live
within databases. So one thing that
we've seen throughout this course is that whenever
we're in a database, we get to see that we always have this new button right here. Now, typically, what this
would do is just add in a new blank page if we have started with
a blank database. So let's go ahead
and do so right here with our active projects
and our project tracker. If I click New,
then we get to see this new page pop up right here. Now, if I come over here into this new database that I
created upcoming courses, and I click New, we get to see that this here is giving
us something different. Instead of just a blank page, we get to see a
page that's already pre filled with
some extra blocks. That's because what this
database is right here is actually a database template that we looked at last lesson, where it was named projects. Now, what I did here
in this lesson is I renamed it from projects
to upcoming courses, and I switched up our properties right
here just a little bit. But you could see what
has remained here is this templated page
that every single time we add in a
new project here, we get to see that this project, this new page here, essentially contains the
same exact information. And that's because
all of these pages, these new projects that are
being added are templated. So let's go ahead and look at this project right here
which I named notion. So this is going to be
an upcoming course. This is our notion course. So you get to see right
here what I created. I created an outline section. So this outline section here is going to have multiple sections, and each one of these
sections is going to contain a certain amount
of lessons within them. And then right here we
have our action item. So we have our outlines. We have our script recording
and editing for the lessons. We have the script recording and editing for our
promotional videos, we have a thumbnail
course description and promotional email. So this here is essentially
a template that I created that is going to be necessary to fulfill for every single course. But as you can see, when we
create a new project here, this thing that I have created
is not what's autofilled. What's autofilled is
what was there before. So let's go ahead and
see how we can change. I can go ahead and implement this exact kind of template into every single new project or new course that I create
within this database. So the very first step in doing so is going
to be coming over here into our drop down
menu right next to our new. So instead of just clicking New, we're going to come to this, and then we are going
to be introduced for our templates for this
specific database, again, named upcoming courses. So if I go ahead and click
New template right here, we get to see a new page
that appeared, a blank page. And here, what I'm able to
do is create a template. Now, one thing that you should know is that all of the fields, all the properties that we have within this database
remain right here. So if I want to go ahead and set in some basic properties, so maybe I can go ahead and assign this to our
friend Nick Noon, meaning every single kind of new project from scratch
is going to be assigned to him because he is going to be the person that's creating
the outline for the courses. For example, the next thing
that I'm going to do here is actually fill in
the information here, fill in the page and what I
want to create a template. But now instead of going ahead and just creating
this from scratch, what I actually want
to do is I want to come here into
our notion page, and I want to go ahead and
select everything and copy it. So now that I hit Command C, I can come back in here and I can come to this
template right here. I can edit it, and now you see we're back into
the template ding. And I can go ahead and now Command V and paste in all of this
information right here. One thing that I can also do
is I can go ahead and add in a title here and have
it be new course. But just keep in mind that
if you do put a title here, whenever you create an
instance of this template, whenever you actually use it, it's also going to have
this title right here. So now I'm going to
click out of this. And what I'm going to
do is I'm going to come back to our little
drop down menu, and what I'm going to click
is now this new course. Now, when I click
this new course, we get to see that this new page has been
added into our database, title, content and all. Now what I want to
do is I want to come to this new project
button because this is usually the button that
people are going to come to in creating new rows
in their databases. Now, if we click it and
we come in and look, we get to see that it's
still this old template, the template that we
do not want to use. So to fix this, we can
come back in here. And as we drop down, we get to see a few things here, but what's most important is going to be this default badge. So if we want to
make another one a default badge, like
this new course, we can come here to the three dots and we can
set this one as default. We also have this
pop up that comes up and it asks us if we want to use it for all views or only specific views
within this database. In our case, I'm going
to do all views. Also, if you want
to go ahead and delete all the other
templates that exist here, you can just come
to the three dots and we can delete this template, and we can go ahead
and stick with this. Now every time we add
in a new project, we get to see that not
only is it added here, but we also see our friend Nick Noon has been
assigned to it by default. And also, if we want to go
ahead and add in an icon, we can also do that
super quickly just by coming here into editing, and then we can
come into Add icon, and let's go ahead and
select this target. So again, new course,
if I click out, we get to see that it has the
default target, Mogi icon. I also want to show you another way that we can also go about implementing these
templates within a database because if
you go ahead and add in, let's say, a blank
page right here, so we can see that
it has nothing. If you want to go
ahead and add in this new course template,
you can still do so. But you just have to
ensure that there's no text or writing
within the template. So I'm going to go ahead
and get rid of this block. And again, we get to see that we have these
options right here. We have the template
of an empty page, which isn't very helpful because that's what
we're in right now. Or we have our new course
template that we can go ahead and click
and apply to this. So as you can see, applying
these templates within databases can be huge
for your productivity. So you don't have to go ahead
and duplicate everything and drag in some blocks
into a new database. You could just create
one template once, and then that can be
the one that you reuse, especially in databases where
you are, for the most part, going to be repeating the
same content within the page, for example, like this.
25. Save Hours with Keyboard Shortcuts: This lesson, I want to make
you faster, really fast. So Noon has dozens of hot keys and shortcuts
that are built in, and if you know just a few, you can navigate and
build pages twice as fast as anyone who's just using
their little old mouse. I'll walk you through the most useful ones
for formatting, navigating and managing blocks, and then you'll have this
entire page that will have all of the shortcuts here available for you
in the resources. So this first batch here
is labeled most popular. So these ones are going to be the commands are
shortcuts that are probably going to be the
ones that you are going to use most in your day to day and really have kind
of the most usability. So the first of these
we already looked at, and this one is
going to be using Command in F to
search within a page. So this one is simple as
that, hitting Command in F, and then this pops
up and we can search for anything within a page. Now, you see here that it
says Command Slash control, and this is just
because if you are going to be on Mac, it's
going to be command, and if it's on control, then that's going
to be your Windows. Next, we have Command
plus P or Command plus K, and this one is going to
take us to our search. So super fast, just
two buttons will get you to that search instead of having to come
up here to the search. Next we have Command plus L to copy a page's URL if
you want to share it. And next we have Command
plus these brackets, either one of these, either going back
or forward a page. Now, this one is especially
helpful because it doesn't give us a function
that is clearly here. Like with search, we
could come to search. But if we are, let's say, within a few pages
within a page, then using this Command
plus back bracket is going to be able
to take us back to where we were super quickly. And more than that, we can
use this multiple times. So if you want to click Back multiple times to go back a few pages
instead of having to navigate here to your
sidebar and then open up specific pages to
then get to the right part, no, all you have to do is
click Command and then hit that back bracket to go
exactly where you want to go. Here, lastly, for
these popular ones, we have Command
shift in L to toggle between dark and light mode. Now, this is a keystroke
that especially is going to save you time because
in order to do this, you're going to have
to come all the way here into your settings, and then you're going to go
to appearance and then change your appearance from dark
to light or vice versa. But with this keystroke, we can do it in literally
less than a second. Okay, now let's move on to
the next set of shortcuts. So now we have our
navigation shortcuts. Now, these ones are definitely
some of my favorite, probably my favorite group
that we're going to go over. That's because once
you get these down, you're going to be able to
navigate and create new pages, create new tabs and windows in literally less than a second. This first one here, we
have Command plus N, which creates us a new page within whatever
category we're in. So if this is going to
be something that I did with a page with
my workspace here, then we'll get a new page
within that workspace. But because I did
it in private here, we get to see that we have a new page in our
private section. The next shortcut
here is going to be the same thing
as the one prior, except we're adding
a shift in there, which then creates an
entirely new notion window. So now if I go back
here, you get to see, there are two windows open on my desktop here,
all for notion. So this is going
to be especially useful for you if
you are going to be navigating between multiple
different projects that you have in notion, and you need
information from one of them to then be
input into another. And you just want to be able
to see both visually at the same time because
that's going to make your life easier
in some manner. Example, in my case, I actually do use multiple windows of notion
in recording this course. That's because I actually
use notion within my business to keep track of all of the
lessons I've recorded. So I have one notion
window here that's using the account that we're going through
throughout this course, and I have another
notion window that uses my main account where I actually keep track of all my
business happenings. Now, below this shortcut that we just went over is a way that we can actually use this prior shortcut a little bit
more efficiently. If we already have in mind the page that we want to have
open as a separate window, then instead of doing this, the Command Shift plus N, which creates us another one, and then let's say
we're going to open up this page right here. Instead of doing that, let's go ahead and get rid of this. We can then hold
Option Shift and then just click the page that we
want to open in the Ntab. So if we go ahead and do that, hold Option Shift,
and then click, we get to see that this
has now opened right here beside our page
that we were already on. And if we want to expand
this to be the full thing, we can go ahead and do so. And if not, then we can go ahead and just exit it
out or tile it over. Then below this, we
have a Command plus click to Open Link
in a New Notion tab. So instead of right clicking
and clicking Open New Tab, we can just hold Option. We can just hold
Command and then click. Then lastly, right here, we have Command plus T, which gives us this option right here to open in a new tab. I can just go ahead
and select that. And then we have our new
tab open instead of coming over here and click. We
have Markdown style. And the first one that we have
right here is going to be typing this little character on both sides of your text
to create inline code. And that's actually exactly
what you see all of this as. This is all inline code. Were you see command
control and N, why this text looks different. That's because this is
all inline code that I typed here to make it
stand out for you guys. And with that, I want to show you exactly how we do this with adding in one more right here. Because honestly,
I just forgot it, but it's one of the most
important keyboard shortcuts. And that's going to be
Command plus Z to undo. So now I'm going to
go ahead and type in this funny little
character right here. I'm going to do Command Control. And then I can go ahead and
put that character again, and now you get to see that
change into inline code. And now just again,
what I'm going to do that character plus a
capital Z right here. And then the character again, and now we have this Command
Control plus Z to undo. And with this, we
actually have one more. And that, of course,
is going to be Command plus Shift plus
Z to redo changes. So now if I go ahead
and hit Command Z, we get to see the process
of me creating this one, and if I hold Shift and click, then we get to see how
this appears right here as we want it
most back to recent. Okay, so now let's go ahead and continue on with our
markdown styles. Here we have our asterix, our minus sign or plus followed by space to
create bulleted lists. Then right here we
have our brackets. If we type them back
to back like this, then we can create
to do checkboxes. And then right here, if we type one period or A
period or I period, and follow that by a space, we can create numbered lists. These next ones
here are probably some of my favorite here to create these headings
because this is so much faster
than going out here, typing something,
let's say, style here, and then clicking it, clicking
these six dots right here, and turn it into a head or two. If we just go ahead and put in our two hashtags and hit space, Bm, we have heading two. And the same goes for these
other ones right here. If we go ahead and type in
this character right here, hit space, we now
have atg lists. So these ones from
Markdown Style are super, super helpful. Okay, so this is going
to finally take us in to our last
category of shortcuts. And now having covered
this markdown style, we're going to get into our
last two smaller categories of these keyboard shortcuts. Okay, so for our last
two categories here, we have Edit and Move blocks, and we have our at commands. So first, for our
Edit and move blocks, we have command and aim to select all the
blocks on our page. So if I go ahead and select
that Command plus A, we get to select
everything right here. Now, if I want to
go ahead and hold down Shift and then use the
up and down arrow keys, then what I can do here is I can select multiple different
blocks all at once. This is not a command that I tend to use very often because one that we also have access
to is this one below. So that one is using Shift and click to select all the blocks between your two selections. So right now, I have this
one selected, right? I didn't click anything.
I just selected it. But now, if I click Shift here and I select these
six dots right here, then what will happen is all
of these will be selected. So that one tends to just be a little bit more
efficient use of kind of this goal
of trying to get all your selections
between multiple blocks. Now here we have
another fun one, which is similar to our
second one over here, and that's going to be Command
Shift plus our arrow keys. So with that, we're able to move our selected
blocks up and down, and this one is specifically useful for when you
have toggle lists. This is where I tend to
find myself using this the most because within a togglist, sometimes you're going to be dragging and dropping blocks. That's the way that
people tend to navigate their blocks within a page is
this drag and drop feature. But within a togglist sometimes it's a little
harder because you have to kind of weave
the edge of getting within the toggle list but
not below the toggle list. So if you use this
function here, this command shift
use arrow keys, then it takes it one by one, and it makes it way
easier to do so. Then next we have
Command plus D. This one is just
going to duplicate the blocks that you selected. So if I command D, this one right here, we get
to see, it's been duplicated. Backspace, gets rid of it. And then another one that
I tend to find quite helpful here is the
Command Shift plus H, because if you're going to
be going through editing and commenting on different
pages or whatever it may be, going to highlight
and then come over here into either the text color or into the highlight feature, it's just a lot of work. Here, if we can go
ahead and do this once, let's go ahead and change
the text color here. Uh, let's say we
want to make it red. So if we do this once, then I can come over here,
I can select this bit. I hit Command Shift plus H, and then we get to C those
changes are now applied. That exact same color has
been applied to this text. And now I can just hit Command plus Z
to get rid of those. Now moving on to
our last section, which is going to
be our at commands, we have a few ways
that we've already talked about and a few
that maybe we haven't. First, we have
mentioning a person. So this one is going to be the best way to get somebody's attention
within your workspace. That's just going to be typing
at and then their name. The next one is going to
be mentioning a page. So this one here can
be especially helpful if you are discussing
some page with, let's say, another person
within your team, like, Hey, check out at and
then list the page for some reference on how to do whatever project or task
that you're assigning. Can be a great way to
kind of reduce friction and just give your team members everything that
they need upfront, so they're not wasting
time sifting through all the different pages or folders that you have
to find what they need. Then mentioning a date here, this one is going to be
good because if we type in at here, and then
we say yesterday, today or tomorrow, then it's
going to understand that, and it's going to format that correctly how
we need it to. So we don't have to go
ahead and come over here and look at the current date and then do whatever with that. So this is helpful, so
we don't have to come up and look at whatever
the current date is. And then, let's say, if we want to have something
due next Friday, then we have to go
into the calendar and see what is the actual day. No, you don't need
to do any of that. If you type in at here
and then say next Friday, then it's going to give that
date in the correct format. And lastly, which is
a super fun command, which is something that may
be reminiscent of discord, if that's something
that you use, is going to be the
at remind command. So whenever you say at remind
and then follow that with any kind of date or time format, you're then going to
receive a notification at that time that you set. Okay, so there you have it. Again, I will provide
you with this page in the resources if you ever want to come back and reference it. But these shortcuts
are going to be a game changer when it comes to using Notion
more efficiently. Yeah, sometimes you
are going to have to come back and consult this list. But really, once you have
this as just second nature, you are going to think
yourself because it does pay dividends
and saving you time. Okay, that's it for this lesson. I'll see you in the next.
26. What Notion AI Is Good At: So now that we've been building a Notion for a while,
creating pages, designing databases,
setting up workflows, you already know how powerful
the tool can be on its own. But there's another layer to
notion that lifts everything you've built into an
entirely different category. And that layer is notion AI. Now, Notion AI isn't just a chat bot inside
of your workspace. It's not just another
AI writing tool. And it's definitely
not something that you only use when
you're stuck for ideas. Think of Notion AI as the assistant living
inside every page, every block, every
database that you create. It's woven directly into
the fabric of notion, and once you understand
how to use it, it becomes one of
the most practical, integrated and time saving
tools that you'll ever touch. And this lesson is
your introduction. You'll learn what Notion
AI actually does, how it works inside your
existing workflows, and where it fits into the system you're
building in this course. Later, we'll even dive
deeper with hands on demos. But for now, think of this
as the tour guide moment. Let's get into it. So
what is Notion AI really? Well, the simplest
definition is this. Notion AI is an AI
system that lives inside your notion workspace
and helps you work faster, think better, and automate the writing or reasoning
parts of your workflow. But that definition
doesn't do it justice, because unlike
standalone AI tools where you have to copy
and paste or switch tabs, notion AI is context aware. It sees the page you're on. It understands the
database you're using, and it can analyze
your existing content. And it works directly
inside of your pages, like a natural extension
of your workflow. So, in other words,
you're not using AI. You're enhancing what you're already doing in
notion, using AI. And that distinction is
what makes it so effective. So what does Notion
AI actually do? What is the core elements of it? Well, notion AI shines
in four main areas, and the first of which
is writing and editing. Now, this one is
the obvious one, but not in the generic
Chachi PT sense. So Notion AI can do a bunch of things
within this category. It can generate first drafts, rewrite content in
different tones, shorten or expand
sections, clean, messy writing, translate
text, correct grammar, restructure paragraphs,
summarize long pages, create outlines from scratch. Now, because it works
inside your existing pages, you're able to keep the context, formatting, and the structure
that you've already built. The next area shines in
is thinking and planning. Now, this year is
where Notion AI gets interesting because you can use it to brainstorm ideas
for projects or content, map out workflows,
generate checklists, break up complex
problems into steps. And it can even suggest
improvements to page layouts and turn vague goals
into structured plans. It's like having a
brainstorming partner built directly into
your workspace. The next is extracting and
understanding information. Now, this one here is one of the most underrated
features, in my opinion. So in this sense, what it can do is first summarize meetings. Now, this one here is probably my most favorite
feature because you can just go ahead and record
a meeting on your phone, and it can go ahead and take that transcript and
summarize it into points. And along those lines, it
can distill long documents. I can highlight action
items, pulky takeaways, turn messy notes into
organized pages, and turn raw text into
structured databases. This one is huge if you're
working with research, client notes, planning docs, or any large chunk of writing. Now, the last thing
to mention here is that it can
automate routine work. Now, in terms of automation, Notion AI can't
automate everything, but it can handle a surprising number
of repetitive tasks. Including creating
docs from templates, filling gaps in data, generating content
for database items, creating descriptions, instructions, or
summaries, and helping you draft SOPs, notes or updates. Now, it doesn't
replace databases, formulas or relations, but it supports them by taking care of the writing
and thinking tasks. I want to stress how
notion AI is actually so much more powerful than any
other AI tool like Chachi BT. Because most AI tools can
generate great answers, but they don't know
anything about your system. And Notion AI is different because it has context.
It sees so much. It sees your pages, your
structure, your content, your databases, your tasks, your notes, your documentation. When you ask it to
summarize a meeting, it pulls from the actual notes. And when you ask it for ideas, it uses the content
already on the page. And when you ask it
to rewrite something, it edits your text directly. No copy and paste needed. So you're not leaving
your workflow to use AI. AI is integrated into
the workflow itself. Now, this is the biggest
reason why people who adopt Notion AI tend to use AI more consistently because
it's frictionless. Okay, so now, where
does Notion AI live? Because it does exist in
multiple places within Notion. The first of which
is inside any block. So you can select text
and you can click Ask AI and instantly
transform, rewrite or expand. The next is inside any page because you can
summon AI with the space bar. You can use the Ask AI button. You can use your slash Command, and this all lets you create
a multitude of things. You can create outlines, first drafts, summaries,
and brainstorms. All of this right inside the page that you're
already working in. Now, the third place that
lives is inside databases. Now, this one here is
incredibly powerful. Now this is because we can have an entire property
that is all notion AI. So this AI property can help
you generate descriptions, summarize items, draft
content for each row, and create content
using templates. So just for a second, I want
you to imagine clicking into a database item and having AI generate a task description, a meeting summary,
a project outline, a video script, a client update. It's like having
copyrighting, planning, and analysis baked into
every database item. Now, notion on its
own is powerful, but notion combined with AI becomes something
completely different. A workspace that writes for
you, summarizes for you, organizes with you,
thinks with you, and adapts to your workflow. Now, Notion AI doesn't replace
the systems you build. It amplifies them. It
turns your workspace into a partner that helps
you think more clearly and work
more efficiently. So now that you understand how Notion AI fits into
the big picture, we're ready to start using it. So that's exactly
what we're going to get into. And
the next lesson. I'll see you there.
27. Add AI Inside Databases: All right, so in this lesson, we are now going to be
looking at how we can apply notion AI to our databases
in the form of properties. Let's go ahead and
get right into this. And when I go ahead and come over here to add in a property, have all of these
properties that have been quite familiar to us
throughout this course. But you don't really see
anything that says AI blatantly. And that's because
we don't really have specific AI properties, but we do have properties
that we've been working with that integrate with
AI, especially well. For example, the most obvious of these is going to be
our text property. Now, with our text property, this is simply going to be a property where we're
able to put in text here, just from our keyboard,
we can type it in. But with AI, what we're
able to do is have this generate text for each
one of our projects here. So how do we set this up? Well, to do so
it's quite simple. We're going to come here
into our text property. And let's say we want to make this a summary property, right? We want this to summarize
everything else that we have given
within each row. So if we do this,
I can then come here to set up AI autofill. So once I click this, we're
given one direct option, and that's a fill with function. It says fill with,
and then we can select an option. We
can choose summary. We can choose translate, a key info or a custom autofill. Now, in our case, what
I want to do right here is I want to
start off simple. I just want to go ahead
and do this summary. We get to see one setting
right below this, which is auto update
on page edits, and this essentially means
that a little bit after you do any changes to your rows to the items within
your database, it's then going to update this summary column with whatever kind of
changes you made, or it's going to at
least take those in account to give a new output. So now before I
hit Save Changes, what I can do is I can just
click Try on This view. So now we get to see that
by trying with this, it applied this AI fill to our first five
pieces of content. So if we go ahead and
click into these, we can go ahead and see
what these summaries are. So it took in the
name of this project. It lists who it's assigned to. It says it's low
project priority. It's in progress due
by August 11, 2026. If we go down here, we get to see more of the
same information. Here, it's a Lead Gen
campaign assigned to Adam Taylor with
medium priority. Now, we get to see this here
isn't really giving us much, but that's because I'm not really providing
the AI with much. And that's because all of these here are really just
blank pages, right? I used these and created
these as examples. But there's not, let's say, a description property here, where we give an in
depth description as to what each project
pertains to. So that's just one
thing to kind of keep in mind when
you are going to be using these summary
AI properties. Now let's go ahead and
come back into this and we can come back to
the setup AI Auto fil. We can come here to
select our option. And when it comes to
translate and key info, that is all going to be
kind of self explanatory. If you want to translate
some specific text, let's say, again, this
is in your description, you can go ahead and do
so if it wants to take some key info from each project or item that you have within a database,
there you go. You have that option. But we also have a custom Auto. So for this custom fill,
what I could do is, let's say again that I have this description
property here. And within this
description property, there's a lot of information
regarding the projects. With this custom AI autofill, what I could do is have
a prompt like this, generate a project brief
from the description. And once you have a
prompt that you like, you can go ahead and
save the changes, then it's going to
ask you to turn on Auto update for the summary. Essentially the thing
that you have to know here is that it's going to apply whatever AI autofill that you
have to the entire column, and if you have anything
else in the column, then it's going
to override that. So if we go ahead
and turn that on, then you're going to see
that in just a few minutes, this here would be all autofilled and replaced
with new content. But because we don't have
a description right now, it's not going to
be very meaningful. Now, the next thing that I
want to cover here is that this AI functionality isn't only available with
our text fields. We can also use them with single select fields like our department or even
with our project priority. So if we come here
into the department, we can right click, and then we can set up
the AI autofill. You can see this setup right here is a
little bit different. What we can do is first
turn on our AI autofill. And then if we
click down to more, now we get to see a similar
view to what we had. So here we can type
something like, based on the project title, assign a department label. So if I go ahead and
try on this view, we get to see that these
ones here are now updated. And we can see that it did
change up my own labeling, but these ones can be
helpful if you're going to be creating a bunch
of new projects, and maybe the person that
they are assigned to or the department they're
assigned ton't going to be something that
has to be very rigid. You could just have
AI go ahead and do that for you and
you can review them. And if there are any
projects that are kind of glaringly incorrect or wrong, you could go and change them. But if you see it's just
super off the mark, you could go ahead and undo. And you can see the only
one that it had different than what I did was
marketing right here, at least out of
these first five. But we can do the
same thing here with our project priority. We can set up our AI autofill. We can turn that on. We can go ahead and come
here and to more. And then we can tell
it what we want it to actually decide on the
project priority based on specific either
page content or specific other properties
that exist within our database to make
that final decision. There's another thing that
you might have noticed, and that is the
generate new options. For our single select fields, what the AI can do is actually
generate new options. If it feels that, let's say, with the department here, that these departments
are marketing sales and customer success
isn't sufficient to assign for a new project, then what I could do is create a new option, and in this case, it would be creating an
entirely new department, which maybe wouldn't
be the best. But for project priority, it could maybe
create a new option, which is some kind of
priority level that's between low and medium or
medium and high, for example. Another way that we can also use this AI is that we can
autofill in this view. What that essentially
is going to be doing is updating all of the priority in this view
that we have right here. So it's going to be
updating all of the pages. So this can be especially
useful if maybe you changed up the prompt that it was working with and you had this
already applied. Then if you want to go ahead
and kind of reapply this, so the AI can kind of try again and actually
assigning these labels, that's when you can just come
right here and it's done. Alright, so now you
know, you know, that notion AI properties
are a powerful way to keep your database entries
dynamic and context aware. Now that you've seen how to set them up and what
they're capable of, feel free to start experimenting
with prompts that fit your specific workflow
in your own databases.
28. Use Notion AI as an Assistant: Okay, so now that we've been
introduced to Notion AI, it's actually time
to see it in action. And to start this all off, what I want to do is
show you exactly where Notion AI lives and
how we can actually access it because one place
that we'll always see our notion AI buddy is going to be right here in the
corner of our screens. Like, if I go ahead and go
back here into this database, right here, our action
items database, we get to see that our notion
Ai, buddy is right here. If I go ahead and come
into anything else, let's say our buttons
page right here, we get to see that our notion
AI buddy is right there. So that's the first and
maybe most accessible place that we can have our
notion AI buddy. Now, accessing our
Notion AI from right here is a great way to go ahead and call it when we
want to go ahead and do something that
is page specific. If we want to give
it the context of the page that we're on, then using him right here is the best way
to go ahead and do so. Now, this next way
that we can use AI is great if we want it to actually create
something on a page. And that's simply by
whenever we're on a page, on a blank line, on a blank block, we can go
ahead and just hit space. And by hitting space, we can ask AI to do whatever we
want within this page. We can draft something,
draft an outline, make a table, a flow chart, I can write whatever we want, brainstorm ideas, even put
in some code right here. Or we can simply just
ask it a question, and it's going to go ahead and search online because, yes, it does have that capability, and it will give us
some kind of response, and it will also cite
its own sources. And right here, we also have a draft function where we can draft an email or
a meeting agenda. So by this way, just by
hitting space on our keyboard, we're able to access our notion AI within pages super simple. Another way is we
can come back here. Whenever we're on
a new fresh page, we can get started with our AI. Now, the last way that
I want to note is over here in our side panel,
we can come down here. Instead of being
at search or home, we can come to Notion AI. And by clicking this, this is essentially going to open us into our very own chat as
if we're in Cha Chi PT. And here, within this view, what we're able to do do
things like add context. So we can add in specific
pages right here, like the notion AI page that I just created for this lesson. We can add in our buttons page. We can add in
whatever we want for this context for it to then
create something for us. And it can create new databases. I can create new pages. It can even create dashboards, which are going to be
an integration between our pages and databases. Now let's go ahead and back up into our new and fresh page, and let's go ahead and
test some things out. The first thing that I
want to show you is how we can go ahead and put
in some messy notes, maybe a meeting
transcript and have our notion AI summarize and kind of format everything
in a nice way or even just communicate
the main ideas to us. Now, one way that we
can actually do this, a function that I love is going ahead and using
our slash function here. And the AI meeting notes. The AI meeting notes
are great because essentially what we're able
to do is come in here. We can have this open on
our computer for a meeting, we can click start transcribing, and then it's going to go
ahead and record for us. It's going to record,
get that transcript, and then it's going to summarize it in any way that we want. And once we hit Stop,
then it's going to go ahead and give
us an output here. I have no audio connected, so it says there's no transcript or notes provided
for me to summarize. Now let's go ahead
and get rid of this. And what I'm going to
do is I'm going to paste in this right here. So now I have pasted in
these meeting notes. So they're here, kind
of all scattered. There's a bunch of different
things that are listed here. And now what I want to do is I want to select all of them. And I want to come here, I can click these six dots
and I can come into Ask AI. And I can ask AI anything here. So let's go ahead and tell it
that I wanted to summarize these notes and give me and
give me an action plan. So now I'm going to go
ahead and hit Enter. So now it's given us a
summary of these notes, and it has output
our action plan. It says, Assign
owners immediately, give it to either Jess or Amir. We also have our API
research for AI integration, clarify who owns
this pending task. We have design clarification, competitor research,
timeline and dependencies. An entire action plan
has been created for us based on what we already
had pasted into this page. Now, another thing
that we can do here is also change tone. So right here, we see
that this is all kind of pasted in here,
extremely messy, right? It's not kind of formatted. The language use is kind
of just extremely casual. So what I want to do is
go ahead and edit here. And I want to change the tone, and let's go ahead and change
this to be professional. So now we get to see all of
the changes that it made. It takes off things that
it wants to remove, and it highlights what it
wants to go ahead and keep. So if I go ahead
and accept this, so now we get to see
much more structured and definitely a list that has a much better language as
compared to the other one. But it still retains all of the actual information
that we needed. It doesn't sacrifice
essentially anything. Now let's go ahead and see how we can use this
for brainstorming. So I'm going to go ahead and
type that in right here, and we can go ahead and enter. I can hit space, and I can
come down to brainstorm ideas. So right here, I just typed in, give me ten course
ideas for freelancers. I'm going to put
that in and let's see what it goes
ahead and gives us. We see that it's
continuing to go ahead and create this and
type in line by line, bullet point by bullet point in a super neat and
concise fashion here. So I can go ahead
and accept this. But if I wanted to, I could also give it a little
bit more feedback, and then it could change what it has already created for us. This is one way that
if you do want to have a kind of brainstorming
tab within, let's say, a database here, you could go ahead and use this and kind of then
weed things down, weed down ideas, or
maybe build upon them, use them for inspiration,
whatever you may do. But you can at least ensure that everything is
on the same page. All of these potential ideas
are going to be listed here, and you don't have to
go out to let's say hachPT to then bring it in. Okay, so now let's
go ahead and see how we can use this to create
flow charts or tables. So I'm going to do a
table heading right here, and then below it, I will do a flow chart. So now, what we're going to do is we're
going to come here. Again, we're just
going to hit space, and then I'm going to
come to make a table. And here, I'm going to paste
in this prompt for you. Right here, I said, create a table comparing different pricing plans
for a SAS product. Include columns for plan name, monthly class, features,
and ideal customer type. So let's go ahead and put this in and see
what it gives us. Okay, so just like that, it created us a table. With just a one sentence input, we got this entire table. So now let's go ahead
and do the same thing. But instead of a table, we're going to create a flow chart. Okay, so what I put here
was make a flow chart that shows the decision process for qualifying a sales lead. Start with the initial contact, then branch into interest level, budget availability
and decision maker access ending with
qualified or disqualified. Alright, so with that, we now have this flow
chart right here where it then takes us from the initial contact to
our interest level. Is the interest
level high or low? If it's low, then we immediately take them
to disqualified. If it's high, then we then ask, is the budget available? If yes, then we ask, is there access to
a decision maker? If no, they're disqualified. If yes, then they are
a qualified lead. Then, if not, we ask
the question of, can we connect with
a decision maker? If yes, then they are qualified. I no, they're disqualified. Okay, so with that, this
shows us kind of a few ways that we can use Notion AI to create from scratch
within pages. But that isn't showing the full potential of
notion AI because yes, these are here only
a few examples. It can do much more from
creating with scratch, but really what makes Notion AI powerful is how it uses context. So now let's go ahead
and look into that. And to do so, let's go ahead and move over into our
Workspace dashboard. So now that we're here
within the dashboard, what I want to do is I want to come down to our little notion, AI buddy here in the corner. And we get to
immediately see that the context is right
here, because right here, if we mention a page
person or whatever, we can go ahead and add this in, and it adds in context. But because we're on
this page already, it's added in the Workspace
dashboard as our context. So now let's go ahead and use one of these
prompts right here. I'm going to go ahead and
click Analyze for Insights, and it's going to be looking
at our workspace dashboard. Okay, so with that, we now have this
entire output here. We have workload and
status overview. It says four projects
needs review. Three projects are completed, one active project in progress. Right here with
department breakdown, we see that marketing
leads volume. They have five projects total. Sales has three projects, and customer success
has three projects. And we have the upcoming
courses pipeline, which is just data from
this database right here. And there's three courses here, and all of them are
marked not started. So there's not much to write
home about when it comes to that data but we get
to see that this is kind of just a little
taste of how we can use this. Because what we can do is
add in multiple databases. We can add in multiple pages and then ask it
to give us a kind of entire overview
of what's happening, what maybe needs to be done, and just other
insights that might be valuable for us
in any given moment. Another thing to note here
is that we can also come up here and we can look
at our chat history. So if you ever
want to go back to any prior chat, you
can come up here, click the little
dropdown and take you back to any previous
chat that you had. Now, I've saved what's arguably the most powerful
way that we can use notion AI for last year
within this lesson. That's going to be creating
pages and databases from either scratch or from content that we
already have existing. So let me go ahead and add
in context right here. What I want to do is instead
of coming to my dashboard, I want to come to a specific
set of databases here. I'm going to come to my
project tracker and I'm going to add in our
task manager as well. So let's go here. I can come to our task manager. Now what I'm going to ask
it to do is to create a dashboard out of these
two databases right here. Okay, so the prompt
that I put in here is using my task manager and
project tracker database, create a clean and functional dashboard for managing my work. Now, we could leave
it there, but I wanted to give it a
little bit more context, a little bit more direction, so it could create
something that's maybe a little bit
more to my liking. I said group tasks by status and priority show a calendar view of upcoming due dates and include a filtered view of high
priority active projects. Add any useful widgets
or roll ups to help me quickly understand what
needs attention this week. So now we can go
ahead and hit Enter, and now we get to see
that it's crafting. So now we get to
see that it's done a lot in essentially
less than a minute. It's created our
W dashboard here. It needs to then configure the linked database views,
so it's setting those up. And then right here, it's essentially editing the work dashboard that
it already created. So I'm going to go ahead and
confirm what it's doing. I'm allowing it to delete those pages that it
created here because I wanted to configure them to be a little bit more useful. So I'm allowing it to do so. And now it's continuing
to update everything. So here, this is some pretty
good work, at least so far. We'll see what it comes up with. Okay, so now we see that it has created
the Work dashboard, and it tells us what
the dashboard includes. But let's actually go ahead and check out the dashboard itself. So we get to see
our Work dashboard. It gives us this quick overview. It's your Command Center for
managing projects and task. So it starts off here with our high priority
active projects. Now, one thing that
it's not doing here is it's not filtering
down our views. So it's taking all of our properties and
putting them in here, which can be an easy fix for us if we just come
into our settings and change the property visibility because we do not need 14 here. We get to see that they
are tasked by status. It shows us them
in this view here where we have our completed
and not completed. We have our calendar view
right here and we have our CBN layout board right here that is grouping these
projects by their status. Now, you get to
see that knowledge of actually how to work with databases and pages is going to pay off
here because right now, where the notion AI is
it can be quite helpful, except in terms of formatting, it's just not as good
as what we have already created here within our
workspace dashboard. Here. Things are
way more compact. We get to see things
right next to each other, but they're still
in a manner that is clean and easy to understand. There, it's kind of a
little bit of everything, where they're all just one
after another in this kind of plain view in terms of having to scroll
down and see anything. Just isn't very efficient. Isn't the most efficient, but it's still extremely
impressive because all we did was give it
a couple sentences, and it created us this. Created us this much faster than we would have
been able to do so. And what we're able to
do here is we can go ahead and copy and paste things that we like from
what it creates us into the dashboards that
we've created ourselves, which are going to be a
little bit more kind of structured and formatted just
a little bit more proper. So now that you've seen that
it's been able to do this, you could probably
assume it's going to be able to tackle much easier
and simple projects. Like, you could go ahead and ask it to create you a database with a few properties that
you wanted to go ahead and do for you instead
of you doing yourself, which of course can
be a helping hand. But in terms of those kind
of smaller easier projects, you might as well just go
ahead and do it yourself, but then let the AI tackle those bigger
things like creating dashboards as we just did
to at the bare minimum, give you some kind of
inspiration of how you can utilize different views of your databases within
your dashboard. Okay, so now before we go ahead and move on
to the next lesson, one last thing that I want
to kind of note for you here is that we can come up and
we can personalize our AIs. We can even give it a name. We can give it little
customizations right here, and we can also set up
specific instructions. So we can say if
we want it to be, like, our sidekick,
warm and friendly, minimalist, simple, and
efficient or an analyst, which is structured and logic. So that is just a little note here to kind of end
out this lesson. So in the next one,
we're going to be looking at how we can use our notion AI within databases
as its very own property. So let's go ahead
and move on there, and I'll see you there.
29. Automate Database Workflows: All right. In this lesson, we are going to be talking
about something that might seem a little bit
intimidating at first, but trust me, when
I say it is one of the best features that you are going to be introduced
to within Notion. And that, of course, is
going to be the feature of automations within
our databases. So when people hear
about automations, they tend to think
of something that's going to be extremely
complicated, where you're going to have a bunch of different properties, a bunch of different things that you're going to be working with to then get some kind
of complicated output. But in our case, within Notion, that is just simply
not the case, because, as you can see here,
we have a simple setup to actually do and create
these automations. So to start this
entire thing out, to actually go to
where the automations live within our databases, we're going to
come right here to create and view automations. So right here, because we don't have any automations that exist, it's going to take us into
our automation builder. And the first step of
this is going to be offering us the opportunity
to name this automation. The next thing that we're able
to do is right below this, we get to click where we want this automation
to take place. So right now it's set to our entire data source
and our project tracker. But if we want, we
could set it to only one specific view that
exists within this database. But for now, what I'm
going to do is have this select to our
entire project tracker. So now we actually get into
creating this automation. And again, this is not
a complicated thing, because what this
automation is is it's broken down into
two separate parts. So these are broken into
exactly what you see. It's a trigger and an action. So when some event takes place, when a trigger
event takes place, notion is going to go ahead and do this certain
action that we say. So let's go ahead and look at these trigger
actions right here. You get to see that
it's essentially broken down into what we're mainly going to be using
in our properties. So this is going to be when a certain property meets a
certain condition that we set, then some action is
going to be taken. Now, alternatively, we could
also set it to an event. An event can be trigger. So that can be any property
is edited or a page is added, or it can be an event of every
kind of certain time span. We're going to come back to
this kind of event trigger in a later lesson when we work with integrations and integrating
slack within our notion. But for now, let's go ahead
and focus on properties. Now, when you want to
create automations, the thing that should
be in your head is, what are the most
repetitive tasks that I'm doing
within my databases? Because typically those
things that are being repetitive are the kinds of tasks that you could
go ahead in auto. Again, I want to
stress that this isn't for advanced notion users. Essentially, anyone,
no matter what kind of skill level or proficiency
you have of notion, can go ahead and use
these automations. So let's go ahead and look
at this project tracker. There's a few things that
just from the top of my mind, I could automate here. But let's go ahead and
take it one by one. If this was going to be a project tracker
that is going to be used by a business or a team
with this status right here, we see that there is this
needs review function, meaning that whenever
someone gets to a certain point
within their project, they're going to need review from someone
else, maybe their boss, manager, whoever it may be to go ahead and kind of
continue working. They need them to give
them an approval. Now, without automations, the
way one would probably go about this is they would set
the status to needs review, and then they would
probably come in here into the page and come
into the comments, and they would at they
would mention a person. They would mention,
maybe their manager, again, mention maybe
their boss and say, Hey, I need review on this
certain project, just to let them know
that this was the case. But you can immediately see that this is a kind
of process that is always going to
take place whenever someone goes ahead and marks
something as needs review. So, given this is the case, this is a good sign that
we can automate this. And in our case, right now, that is something that we are, in fact, able to do. So let's first come into
create and view automations, and now we have to
set our trigger. So our trigger is going to be when then we can come
down to property. It's going to be when
status right here, when status is set to, and I want to uncheck these, and I only want to
select Ns review. So right now, our
trigger is when status is set to needs review. And right there, that
is a full trigger. Now what I need to
happen is I need a specific action to take place. So I'm going to come down
here into our action, and we're going to
click New action. And now here within the actions, we get to see that we have
some new kind of options here. We have an edit property, ad page, Edit page,
send notification to, and then we have
some integrations here with send Mail
and send Slack, and we have some other things in webhooks and defining variables. I'm going to do is I'm going to just send notification
to someone because, again, we want to
notify them that, Hey, this project needs review. Right now, I can't go
ahead and continue until you give me the AOK until you
approve what I have done. So let's go ahead and click
Send Notification too. And now I get the option to select specific people
or person property. What I'm going to do is select a specific person
because we are going to assume that all of
these projects here are going to be overseen
by the same person. In our case, we can just
select myself, Adam Taylor. So now what we have is when the status is
set to needs review, Adam Taylor is going
to receive a message. But right now the
message is blink. So let's go ahead
and actually create a message that is going
to be sent out to me. Now, before I go ahead
and type anything, I want to again
bring our attention back to our at command here, because if I select this, then this only
isn't kind of just using this as an at
to an individual, but we can use this as a
kind of smart property here, where I'm going to at
whoever triggered. No, this isn't me notifying
them about something, like typically how we would ask someone within a
comment section. No, what this is doing
is creating a kind of property where it's going to be filled with the information. So that means if Nick notion
was the person to go ahead and set the status to some
project as needs review, then instead of this
notifying Nick notion, no, what this is going
to do, it's going to input his name within
this property right here. So right now, essentially what this message is saying
is Nick notion. Assuming, of course, he was the person that triggered
this automation to happen. He was the one that triggered
he was the one that actually set the status to
some project as needs review. So right now we have the
person who triggered. Then I'm going to write
the word set here, and I'm then going to come
back to our at function. And I'm going to come into a
property from Trigger Page. So we're going to come here into property from Trigger Page, and then I'm going to
come to the project name. So right now, if
Nick Noon went ahead and set Needs review to
our sales playbook update, then what it would
say, the message as it currently stands, it would say, Nick Notion, set sales playbook update. Now I'm going to go ahead
and finish the sentence and say to Ns review. So, just like that,
we're able to use two personalized functions
within this message to give more context to
the person that we're messaging about what
has just happened here. And we created this just once, and it is going to be
serving our purpose now forever as long as we're going to be
having this database. So now what I'm going to do is I'm just going to go
ahead and click Enable. Then we're going
to go ahead and do the exact kind of example
that I just said here. I'm going to take this
sales playbook update, and I'm going to
come to its status, and I'm going to change
it to Ns review. Now, right now, I have
one notification, and we can see now
that my inbox here instead of just one notification
has increased to two. So let's go ahead and click to see what new message I got here. We can see just now
I got this message, and if we go ahead and come back instead of me
clicking on it, let's just review says that Adam Taylor set sales playbook
update to needs review. So we get to see
that it pulled in my information because this is me and Adam Taylor and
using this account, and it pulled the name of
this project to then send me that notification because I was the person that was set
to receive that message. Okay, so that was
just one use of using our status to go
ahead and trigger an action that would notify an individual within
our workspace. Now, one thing that
I want to note here is that these don't only have to be single
trigger to single action. Because instead, what
you can do is you can stack triggers onto one another. So, let's say that you
have multiple kind of managers within your
workspace, right? Because here we have
multiple departments, and maybe there's a head
of each department, and each one of those
heads is going to be who's reviewing a project when
it's marked to Ns review. Then what we can do is
come here to our trigger, and we can then add
in another trigger where the department is, let's say, a specific
person marketing, and we go ahead and set that. Then we could go ahead and have this notification set to
the head of marketing. And then we can duplicate this automation two
more times and then have the heads of
each department right here as we change them, we can also change the
person that is receiving it. So that's just a
kind of way to make these automations even more
efficient as you scale up. But also another thing that
I want to know is that just like you can add in
multiple triggers here, you can also add in
multiple actions that can take place
after your trigger. So right here, we have our
notification to Adam Taylor, but we can also add
in another action where we can edit pages
in some other document. We can add a page to whatever
database that we choose. Or we can simply edit a property within our
database already. So if we want to go ahead
and edit a property, and then, let's say, come to
assign then in this case, if we're only going
to have one person that is going to be
reviewing all of this, we can also have it
set to Adam Taylor, the same person that's going
to receive this message. So if we go ahead
and hit done here, then now we're able
to see this kind of full automation here
in layman terms. And if we want to change it up, because right here
it says replace assigned to with Adam Taylor, we could also still come back in here and instead
of replace with, we can do add or
remove or toggle. In this case, what I'll
do is I'll just go ahead and add Adam Taylor in. So now let's go
ahead and hit Done. And let's see this
again in action. Let's go here. We'll
go Needs review. Right now I have one
notification only. You can see that it'll take a
second to kind of populate, and then you get
to see right here. Now Adam Taylor is
assigned to here, and you see that we have
notification right here. Okay, so there you have it. This is kind of the
rundown on automations, because as you can see, they're quite self explanatory. If you have these things
that you are going to be doing that are repetitive
within your database, you could kind of always
find ways to go ahead and automate them here
with our automations. And again, you saw that
it's super intuitive, just a few clicks, and you're able to get it down. Now, unfortunately, within
our automations here, we're not able to yet do
automations with our due date. So notion has yet to
add in that feature, but one way that we
can kind of work around this is with formulas, which is what we are going to cover in a couple
lessons from now.
30. Trigger Actions with Buttons: Alright. In this lesson, we are going to be
covering buttons. Now, prior to
recording this lesson, I was deciding whether
I wanted to put this in the template section of the course or if I wanted to put it in the
automation section. And I ultimately decided
to put it here in this more automation
focused section of the course because there
really is so much to buttons. And yes, while they do
work with templates, they honestly do so much more, which is why we'll have
this entire lesson dedicated to the
button property. So, the first thing that
we have to start out with is asking the question
of what is a button? Well, this right
here is a button. So a button, just like essentially every other
thing in notion is a block. So to bring up and
create a button, we can go ahead and use
our slash Command here, and we can type in butt. And then we'll see it'll
autofill right here in button, and we can select to
create this new button. Now, with each of these buttons, let's go ahead and edit
this button right here. We get to do a few things. The first of which is we are
able to name this button and choose an icon or an Emoji to stand right
beside the title. Now, once we do that,
we then are able to see a familiar image here where we have a when and a do action. So you can see immediately
that this here is akin to our automation
function within databases. But instead of the trigger being something that we decide, the trigger is just the button itself, clicking the button. And then this leads us to do some sort of action
that we decide. Now, you get to see
here that there is a large list of things that
we could do with this button. But with this page
that I've created, I've went ahead and had
some use cases as to how we can actually employ all
these different functions and actions of buttons. So let's go ahead and
actually get into this. So we could see some of these
actions, well, an action. Okay, so let's go ahead
and continue on here. And we can start with
our first section here, which is using a
button for templates. So the first function
that we have here is going to be inserting blocks. So let's go ahead and click this button and
see what it does. Well, now you can see
that clicking that button gave us this
set of output here. They're action items.
So essentially, one use case for
buttons is if you have a page where maybe
you're going to be tracking some kind
of deliverables, you could have one button, always output the
same list right here. That has to be done. So for example, if
this is going to be in a course document
and a course page, then this can be clicked every time a new course
is being worked on. So you can create this
little checklist to be able to check off every single thing that needs to be done
for that course. So let's go ahead and actually look at how we can create
this course checklist button. So let's first off create ourselves a new button,
button right here. And then we can go ahead and title it the same thing
course checklist. And I went ahead and chose an
icon that was a checkmark, and I selected a
green checkmark. So now it's time to
get into this action. What is this actually doing? Well, once we select action, we have all of these options, but the one that we
are going to focus on is going to be
inserting blocks here. Now, what we get here is essentially just
a new blank page. We're able to put in anything
that we want in here. Let's go ahead and look
at our slash command. So you can see that you can
put in essentially any block, any media block,
any advanced block, even databases within
this little part to where once you
click the button, it is going to output
whatever you have right here. So, in our case, what I
did is I went over to our upcoming courses database that we created in prior lesson, and I went to one of our
templates where we had a new course template
and among that template, we had this list right here. So I went ahead and
just pasted this in, but you can see that with this
slash function right here, we're able to just type in here as we would anything else. So this here is just a header, and this is our to do boxes, and these are some toggle boxes. So you already know
how to do that. No need to bore you
with the easy stuff. You get to see that another
thing that we're able to do is choose where these blocks
are going to be inserted. So do we want to insert
it below the button above the button at the top of the page or at the
bottom of the page? For now, we can just
have below the button, and also another thing to note
is just like automations, we're able to add in
multiple actions. But for now, that's not
what we need to do. All we want to do is just create that inserting blocks
course checklist button. Now you can see by clicking it, we're able to get this
output that we want. So now let's go ahead and
move on to our next one. I'll delete this. And now we can move on to
duplicating pages. So duplicating pages is
essentially going to take the same kind of
function that we use in the course checklist
and inserting blocks. But instead of inserting blocks, what we're doing is putting in a page here to be duplicated. So let's go ahead and get into this button to
see what I mean. So, right here, you get to
see that the action is, in fact, inserting blocks. But instead of just
any normal blocks here like text or to do boxes, what we have here is an entire page and a
Workspace dashboard. Let's go ahead and see this
in action when I click this. We now get to see
that a duplicate of our Workspace dashboard
has been created. So why did I choose
this example? Well, what could be the
case within a workspace is everyone could have some kind of dedicated dashboard
that is to them. This dashboard can be filled
of views that are related, again, only to them. Maybe they work in a
specific department, so you have some
databases that are going to be filtered to their
specific department. Maybe you're going to
have some views that are only going to show tasks
that are assigned to them. These can be things
that are what would appear in a person's
personalized dashboard. Then maybe you might have
all of these dashboards, everyone's personalized
dashboard on one page, so it's consolidated into
one master document. So let's go ahead and come
back here into our buttons. This is exactly the
place where you would maybe have one of
these buttons because one of these buttons
could create a kind of default template of a
person's dashboard. So whenever they create it, they can then come into
the dashboard itself, and then they could
put their name right here at the front of it. So we could say atoms,
Workspace dashboard. And then there you go. I will have been
created right for them. So how did we go ahead
and go about doing this? Well, again, let's
use our Command back bracket to come back here. And I'm not going to create
this one from scratch because we already saw how we
can create a button. But here, what we did is, let's go ahead and get rid
of this one completely. So right here, we
have our clean slate, and what I did is
I came over here, and I had this
workspace dashboard. And what I did is
I just came here and I duplicated the
Workspace dashboard. And essentially made it act
as if it was a template here. So what I then did
is I just dragged it from the sidebar and
put it in right here. So now what we're able
to do is have this go ahead and give us a brand
new template every time. Now, one thing to keep in
mind here is that if you do have databases that
are going to appear, then these are going
to be sync databases. So it's not necessarily a
blank document every time, but it is going to give you a kind of good
place to start off, especially if this
is going to be a page that's going
to be formatted, and it's going to be
a kind of page where that formatting is where
a lot of the power lies. Okay. So now let's
go ahead and move on to now using buttons
with databases. So the first example
that I have here with using buttons with
databases is adding pages. You get to see that I
titled this button, New task Du Today. So let's go ahead and click
it and see what happens. Now you get to see that a new
page was opened right here, but kind of more importantly, we get to see that
a new task was added right here to the
bottom of our task manager. And more importantly, we also get to see that
the due date is, in fact, today's date. The power of this is
to be able to add in a new page quickly with just a quick of a button that has the due
date set to today. And with this button, it opens up the page
for you to go ahead and input any other relevant information
that you need to do. So this essentially saves you quite a few clicks because before you would have
to add in the new page, click the page to open it, then go to the due date to then click and set today's date. And then you would finally get to the point
that we are at right now where we're going
to actually title it and set the
name of this task. Then maybe add in some
other properties and actually linking it to some bigger project within
our project tracker. Okay, so here, let me show you how to do this one
because it's going to be the first one that
we have here that has multiple actions
within the button. So if we go ahead and just
create the new button, I'll go ahead and title it and put in that icon right now. So now when it comes
to our action, what we want to do is
instead of inserting blocks, we're going to just go one
down to our ad page two. So once we select that, we then get to select
our data source. So I'm going to
come here and I'm going to type in
our task manager, and now we have it linked to our task manager that
appears right here. So now we have the kind of
first step of this complete, where it's actually
adding a new page for us in the dedicated
database for us. But now what we want
to do is we want to edit a specific
property here, in our case, our Duda property. And this is nice because not
only are we able to kind of set a specific setting for this property, but
with due date, it's actually a dynamic
property because instead of just setting one
date that once you click it, it will always be, let's say, today's date, November 17. Instead of that, we can
actually click this and we could set the property to the date that
it was triggered. So that ensures that every
single time someone clicks it, no matter the day, if
it's today, tomorrow, next week or next year,
it will always add a task that is due
that specific day. So let's go ahead and select
that as date triggered. And for the rest
of the properties, we don't want to add any because we don't want to
have it actually dedicated to any
specific project because we don't
know what it is. And, of course, we don't want to have it set as completed. And now, while we want to
leave the name here untitled, because we want to actually
set the name of the task, we also want to do
is make sure that this button opens up this
page that we just created, so we are able to go ahead
and title it because that is going to be
something that we are going to do naturally. If we are going to
create this page, then of course, what we
want to do is name it. So I'm going to add
in a new action here, and this action is going
to come all the way down here to open page form or URL. In this case, what
we're going to do is we are going to
open up a page. Now, again, just
like we were able to set this date triggered
as a dynamic property, can do the same thing here. So what we can do is open
from this automation, the page that was added. Instead of just one other page that exists within
this database, no, we can actually open the page that was created
from this automation. So we can select that, and now we get to
select how we see it. Do we want it in a side peak, center peak, or full page? Personally, I'll just go ahead
and select our side peak. And then from that, we can
go ahead and hit Done. So now if I go ahead
and let's say, delete this one, so we have
a clean database here. If I select this,
then now you get to see a new task has
been added here, a new row, the due
date is today, and we are able to title
it whatever we want. So there we go. We have now looked at how we can use a button
to add a page. Now, lastly, the next
one that I want to look at is how we can use
buttons to edit pages. So before we get into
actually building this, let's see what this
button actually does. I'm going to go
ahead and click it. Get to see that there is a
confirmation message here, and I'm going to hit Continue. And now we get to see all of
these populating right here. All of these habits
are being checked off, and the progress bar
went all the way to 100. Okay, so what's happening here? Well, let me go
ahead and come into our settings and come
into our layout, and I'm going to enable our data source title
to see that this is, in fact, our habit tracker that we looked
at in a prior lesson. So before I go ahead and talk about this button right here, I do want to know how I
added in this habit tracker. Now, this is because this
can be relevant for you, especially if you're
creating some kind of dashboard that is going to be working with
dates like this. Now, don't worry,
I'll keep it quick. But essentially,
what I was able to do to have this view right here showing the habits of
only this week is first, I went ahead and typed in our
inline database right here, and then I, of course, selected our habit tracker. So typed in Habit here. And once this was input, you get to see there's all of these dates, they're
completely unorganized. Then what I did is I came here into sort and you
want to sort by date, and then I had it set
by ascending order. And then next I came
into filter here, and the filter is really
where all the magic happens because we're going
to filter again by date. But in this case,
what we want to do is make sure this start
date is relative to today because typically
we'll have it on something like is
or is on or before, all of these kind
of other kind of filters that aren't going
to be as relevant for us. So what I have it is start
date is relative to today, and then I have it
set to this week. So I'm able to see
only the habits, only these progress bars, only the pages that
are going to be relevant to this week itself. Okay. So now that I have
got that out of the way, let's go ahead and talk about this button here because
this one here is quite cool because you'd imagine if you are going to be
using a habit tracker, maybe you're not going to
be coming in day by day, and throughout your day, you're going to be checking
these things off. It's very likely that just at the end of the day,
you're going to come here, you're going to come to
your notion dashboard, and you're just going to
want to check all of them off at once because you've
completed all them. So how do we do this? And if you remember, there was actually another
step that happened here in that we were able
to see a confirmation. So this button consisted of more steps than
you might think, because not only do we have this confirmation message here, but we also have ten
other individual actions that are taking place here. That's exactly why, if I go ahead and uncheck
all of these, you get to see that
when we click this, we see the confirmation
here and we hit Continue, that it all doesn't
happen at the same time. What happens here is these are all kind of filling
in one by one. Now, for some reason, I think I accidentally duplicated these. So I'm going to go ahead and get rid of this line right here, so we get to only
work with this one. Okay, now what I'm
going to do is I'm going to get rid
of all of these, and now we're going to go
ahead and create this button. So, again, we're
going to do this, and I'm going to go
ahead and name it. So I'm naming this completed
today because I want this to reflect all of the habits of today
have been completed. So I completed today, and now the first thing
that I want to do is add in this
show confirmation. So, again, if you didn't
see quite clearly, this show confirmation is
essentially going to ask us to confirm whatever action we want to be done by this button. So it's just going to say
right here by default, are you sure you
want to continue? And if we go ahead and continue, then it's going to go
ahead and actually initiate all of the
actions that follow. You want to make sure that this confirmation
actually stands as number one in the line
of actions that are to do, because if you have
this show confirmation all the way at the bottom, then it's only
going to ask you to confirm after all the other actions had
already taken place. So now let me go ahead
and come over here. And let me copy this confirmation message right here that says that
they're proud of me. So I can come over here and we can go ahead and
paste it right here. Now, another fun thing
that we're able to do with this show confirmation action is we're able to change
the button text. So the continue button text
right now is continue, and the cancels cancel, but we can change this up to make
it a little bit more fun. So instead of continue, we can have Oh yeah. And instead of cancel, we can go ahead and have oops cause maybe you just
clicked it by accident. Okay, so now let's
actually get into this serious action that's
going to be taking place here. So what we're doing
here is we are editing pages within
this specific database, within our habit
tracker database. So we're going to
select the source as our habit tracker that
we see right here. So now what we see
is that it says it's going to edit all pages
in Habit tracker, but we don't want
that to be the case. So we want to come over here. We want to click, and we want to change this
to where it says, We notes contains this. We want to change
notes into date. So now it says where date and then start date is
relative today this week. There's a lot of
things that are here, but we can just change this
to where date is then today. So now that we
have that one set, we can then come in here and now we're going
to edit the property. So now, essentially what this is is this is only going to edit the property in the pages that match this
filter that we set, that filter being
pages that are today. So we want to go ahead
and edit this property. And essentially what
now we want to do is select every single
habit that we have here, and we want to go ahead and make sure that
they're all checked. So what I did is I went ahead
and selected one of them, and then I just came here
and I duplicated this nine extra times because there's
a total of ten habits here. Okay, so now that we have
ten duplicates of this, we're then going to want
to come through here, and we're going to want
to edit this and make sure that we have every
single habit done. So I'm going to go ahead and do that right here for
every single one. This one is boring for you guys, so I'll catch you when
I'm done with it. Okay, so now with that, we have all of our
habits here checked off. So now let's go
ahead and hit done, and we can go ahead and
get rid of this old one. And now let's go ahead
and see this in action. We have completed today.
I'm going to select it. We say, Good job.
I'm proud of you. We can say, Oh, yeah. And then here we get to see all of our habits
kind of filling in. And personally, I like how it
goes just one by one here. It's quite satisfying. It makes it feel like there's more kind of
completion going on. Okay, so there you have it. Now, with this lesson, we have looked at kind of the most
useful use cases that we have for
buttons within Notion. Now, I also do want to know that there is still more that
we can do with buttons. So if we go here and
look at the actions, we've covered a
lot, most of them. Insert blocks, add pages
to, edit pages in, show confirmation, open
a page form or URL. But just note that's not the
extent of the functionality. We also have send
notifications to, send mail, send webhook, and
define variables, and send slack notification. Now in the last lesson
of this section, we actually will be looking at how we can integrate
slack within our notion. So that's just another
thing that you can go ahead and
look forward to. But with that, that is this lesson on
buttons now complete. I'll see you in the next lesson.
31. How Notion Formulas Think: If databases were
the moment notion started to feel powerful, formulas are the moment
notion starts feeling smart. Most people think formulas
and notion are scary, like writing code
or doing calculus. But here's the secret. Notion formulas aren't about
math. They're about logic. What they really are are simply little automations
inside of your database. And once you understand
the logic behind formulas, even the simplest ones will
start saving you time, removing friction, and making
your system feel alive. So this lesson is
your introduction, not to scare or overwhelm you, but to give you a mental model. After this, formulas
won't feel mysterious. They'll feel like
tools, and you'll know exactly when and
why to use them. So let's go ahead and begin. So let's first
answer the question of what formulas actually are. Well, on the simplest form, a formula is a way for notion to calculate
something for you. Just know that calculate
doesn't just mean numbers. Because formulas can
do a bunch of things. They can combine text. They can create automations. They can trigger warnings. They can also clean your data, react to other properties, create dynamic labels, and make your database
more intuitive. Really, this all
just comes down to the formulas help your
system think for you. So just think of formulas as if a database had a brain,
formulas are the thought. There are tiny
pieces of logic that help notion interpret your
data and do something. But one thing to
note here is that formulas don't live
outside your database. It's not like you're going into notions code and
adding in some things that's going to
change your entire experience on the platform. No, formulas are always
tied to a single property. So you're not adding
formulas to a page. You're adding a new
column that gets automatically filled
by that formula. So this means that every item
in your database instantly receives an output based on
that logic that you give it. All right, so let's
make this real. Imagine you have a content
calendar database. Without formulas, you'll
manually check published dates, you manually flag overdue tasks, you manually track
how many days left. But with formulas, you can have notion automatically do
a lot of things here. You can mark items red, if they're overdue, mark
items green, if they're done, you can count the days
until the deadline, and you can create a
status like due today. And, of course, that's
just a little taste of what formulas can
with these formulas, your database essentially starts behaving like a mini assistant. And that's the entire point. There's less manual work and
more intelligent automation. Now let's talk about the
three building blocks of formulas because
most formulas, even complex ones are made from the same
three ingredients. The first of which
are functions, and these ones are
built in commands. So some common categories
you have here are text functions like concat,
format, and replace. Math functions like addition, subtraction, multiplying,
dividing, around. Logic functions like
if and or or not, date functions like date between now date add and
property functions, which are referencing other properties
within your database. So think of functions like verbs. They
make things happen. The next building block
here are properties because formulas rely on existing properties
within your database. So you might want to reference
your due date property, your status property or
your priority property. Now here, if you don't
have good properties, then formulas can't do much. Next, our operators,
which again, are like addition,
subtraction, multiplication, division, equal than sins, less than greater than less than or equal to, greater
than or equal to. Operators are really just how formulas compare things
and create logic. That's it. So we have functions, we have properties,
and we have operators. Now, once you understand these, formulas are honestly
quite straightforward. Now here, I want to mention the single formula that
unlocks everything, which is if statement. Really, if you only learn one formula in notion,
let it be this one. This one expression is basically the brain of
every smart database. Here are some natural language examples that we can
create with this. If the due date has
passed, show overdue. If the task is checked
off, show done. If published date is today,
show publishing today. If the due date is past due, then show past due. And if the item is missing a required field,
alert the user. Now, again, I'm going
to stress that this is the foundation of almost everything you'll
eventually build. Here's the good
news. You already think in if
statements every day. The only thing different
is here with a notion, you're just putting it
into notions own syntax. Now let's go ahead and
break formulas into categories so you understand
what they're capable. The first is automation
and status logic. So examples of this are going
to be auto label overdue, auto generate status
like due soon, ready and not started, and auto check if required
fields are missing. So these ones here
make your database react to some kind of behavior. The next is text formatting. So you can combine texts
from different fields. You can format dates
into readable strings, and you can create
dynamic titles. So this one here just keeps your database tidy and readable. Next, we have date calculations. So these are things
like days until a deadline or how long a task has been in
a certain stage. You can even
automatically calculate weekly cycles or generate a due date based on start dates. Now, this one here is huge
for project management. Next, we have mathematical
calculations. So here you have
totals, percentages, averages, cost formulas, even
time tracking calculations. So if your workspace involves any numbers, this here is gold. And lastly, we have
Boolean logic. So this is going to be
true false calculations. So these ones here
are quite simple. Is this done? Is this late? Are all required fields filled? This is essentially how you
trigger conditional displays. All right. Now, before
we wrap up here, I want to leave you
with a few words. If formulas intimidate you, remember this that
you're not learning math, you're learning logic. Logic is something that you
already use constantly. The only difference
is that now you're teaching notion to think
the way that you think. And once you get the
hang of formulas, they stop being scary and
they start feeling addictive because suddenly everything in your workspace becomes smoother, cleaner, and way more automated. So this here is where your notion system starts working for you,
not against you. So with this
foundation in place, we're ready to dive
into the hands on part. And the next lessons
we'll look at some use cases as to how we can actually implement
these formulas within the databases
we've been building.
32. Use Case #1: Smart Tagging: So in the last lesson, you got a feel for how notion
formulas work, the syntax, the
different data types and how to write
basic expressions. But writing formulas is
only half of the story. In this lesson, we're
going to focus on how formulas can actually make
your workspace smarter. So you'll see some real
practical use cases and how they help with things
like tracking deadlines, tagging priorities,
additing visual cues, and making dashboards
just more dynamic. So in this lesson, we are
going to be working with these two databases here with our task manager and
our project tracker. And with this, what I'm
going to do is add in a blank formula property here to both of
these task managers. So I already added one right here with our project tracker, so I'm going to go ahead and do the same right here
with our task manager. Okay, so now we have a blank canvas of a formula
in both of these databases. Okay, so now what
we are going to do is we're going to bring
in some automation into our project tracker. So right now, as you
probably noticed, our project status
here is all manual, meaning that anyone
that is going to be working with this
database has to come in here and they have to change the tags
right here manually, whether it's in progress, whether it needs
review or it's done. But what I want
to do is go ahead and use this relation
that we have between our task manager and
our project tracker to automate a majority of so
how are we going to do this? Well, we have our
relation property here in our task manager that relates these tasks to certain projects. And additionally, we also have this completed checkbox property that marks whether or
not a task is completed. So what we can do
with this kind of as we're doing with our
roll up property, is we can use this to
track the progress, and ultimately, we can use this to automate
the status here. Now, one thing that
I do want to note here is that you
should remember that our formula properties only work within their
dedicated column. Meaning that we're not going to be actually coding some kind of automation that is going to be changing our status here. Instead, what we're essentially
going to be doing with this formula is creating
a new status column. So let's go ahead and get right into this so we can
see this in action. First thing we're going
to do is we're going to right click our
formula property, and we're going to come
here into Edit formula. Now, before we go ahead
and get started with this, I do want to note that we
do have an AI buddy here. We have our notion AI buddy. While this
functionality here has an extremely high potential and being able to just
put our ideas right here and then having it
create an entire formula, it isn't quite there and actually being able to do
what I just described, because we will be using him along the way in actually
creating these formulas. I'll show you some
particular use cases which are quite useful for. Okay. So now let's actually get into creating this formula now. So the first thing
that I want to do is I want to set out
an if statement. Now, we can go ahead and
type in if or we can come here into our general
and we can select I. So with this if statement, what I want to do is create three technically four
different arguments. And let's not complicate things. Let's go ahead and start from scratch in our first
one right here. So I'm going to say if empty so I can go
ahead and enter here, if empty, and then
I'm going to put in our task completed
property here. I can just come down
here into properties, and as I hover over
task completed, I can just hit Enter, so it can autofill this. So now that I have this in, if our task completed is empty, then what I want to do is
I want to come out here, get out of this bracket, so I can get out of
the empty statement, and I want to put
in a comma here. I want to put a comma,
and then I want to go ahead and put our
little quotes here, and then within those, I
want to type in not started. So now what I just did is said, I our task completed is empty, then I want this formula to output this string
that states not start. And remember that a string is essentially just
going to be text. Now what I want to do
is I want to get to the next part of this argument. So I'm going to go ahead and hit Shift and enter to get
to that next line. And again, to start
this, we are going to go again with our if statement. So again, we have our I. And here, instead of putting anything prior to our property, like before we had empty, here what I'm just
going to do is put in our property itself. So we can do this in a few ways. The way that I tend
to go about it is I just go ahead and type
in property here, and then we can
put in a bracket, and then I'll type
in the property. So I'll say task completed. And you can see, as
I put in tasks here, we also get the property
to autofill right here, so I can again hover
over it and hit Enter. But it is a little finicky
because you get to see that this T is here and
we don't need that, so we can go ahead
and get rid of it. And also, because we get to see the property kind of
auto filled in this manner, what this is with this kind
of background to it is actually the entire statement
of property task completed. So that means what
we're also able to do here is actually just go ahead and get rid of this
property completely. And we can also get rid of
the brackets around it. Now what we're going
to do is go ahead and put in two equal
signs right here. So now we're saying if task completed is equal
to some value, what we're going to
put here is one. If task completed
is equal to one, then what we want to output
is going to be done. So here, what I'm going
to do is I'm going to put another comma
because essentially, our commas are going to work
as are then statements. So if task completed
is equal to one, our comma is then, then we want to output. We can go ahead and put in another quote here
and then say done. To formulate our string output. Now, one thing that
we should also do, which I realize I didn't hear is that after each
one of these strings, we also have to put commas. So these commas are
essentially going to be connecting each one of these
to one another and saying, Hey, we're onto this
next line of code. This string here is now done. So I'm going to go ahead and
put that comma here as well. And now so we can move on
to our next line of code. We're then going to
hit Shift and Enter. Now you should essentially get the gist of this, what
we're doing here. So now what we want
to do is kind of cover what we
haven't covered yet. Cause right now, we see that if something is
going to be empty, as we can see with
our CRM cleanup, what we, of course, want
to output is not started. And if something is one, meaning if this is
going to be 100%, because 100% and one is essentially going to be the
same thing within code, we then want to output done. So now what we want to
cover is two more things. We want to cover the case
where tasks do exist, so it might not be empty, but that doesn't mean
that it's not started. So those are going to be the
case where we have tasks, and it's at 0% here. That one is also going
to be not started, but the kind of more obvious one is we want everything 0-100, meaning those ones are going
to be in progress projects. So let's go ahead and
get this one going here. We can then start
again with statement, and within if we
want to go ahead and put in our task
completed property, so we can come down here
and then we can just go ahead and hit Enter to
put in this task completed. Now, what we want to do is use one of these built ins here, and we want to use the
greater than symbol. That's because what we're going to do here is we're going to say if task completed is
greater than zero, then, so our coma, we want to output a string
that says in progress. Alright, so now we
have to go ahead and put in our last argument here. Because right now if task
completed is greater than zero, then we want to
have in progress. But one thing that
we haven't covered is if task completed is zero. So if task completed is zero, what we want to do is go ahead
and put in the comma here, and we want to state our string as not started
because if it's zero, then of course, that
means it's not started. So if I go ahead and type
that in here, close this out. And now what we have to do is close out all
of these arguments and put the parentheses that are all open and
have yet to be closed. So that means right here, we have three of them
because all of these if statements with
these open parentheses, you can see, don't have
any closing remarks. So we have to do
that to go ahead and close out this string. So now, what we have done
is essentially created a formula here that replicates our status property right here, except it does all of this on autopilot by looking at our
task completed roll up. So let's go ahead and exit out, and let's look at things. So right now, we get to
see some are not started. We have some in progress. And we could also
see that these are all relating to our
task completed roll up. We get to see this one
here has nothing in it. It says not started.
This one here is 66%. It says in progress. We have some not started. We have some in progress. We
have some in progress here. Now, let's go ahead
and check out this completed task right here for our landing
page AB test. And now you can see
that has changed from in progress
to now it's done. So our formula is
working as it should. But right now, it's still not perfect because one of
the benefits that we get from our status
property over here is that we do have color coding
for each of the statuses. So it makes them
quickly and easily distinguishable from one
another at just a glance. Here, we get to see that
it's just text here, and it's kind of hard to decipher exactly
what's going on. So now what I want
to do is I want to come back into our formula, and I want to edit the formula, again, to kind of add
in some changes here. And specifically, what I
want to do is I want to color code all of these
different outputs. Remember, when I said
our AI buddy can come in handy for
some of the things. Well, this is
exactly one of them. So what I'm going to do
is I'm going to go ahead and put in a prompt
for our AI buddy, and then we can go ahead
and see the output. So this is the prompt that
I put in for our AI buddy. I said, This formula
currently assigns a Smart tag for the
status of my projects. Now, I want you to add
a color to each of these labels so they're easier
to distinguish between. Now, let's go ahead
and send this in, and I can talk you through
the result that it gives us. Okay, so now it has
given us an output, and let's come over here
and see. All right. So this here is
now much cleaner, but I still want to go ahead
and make some changes here. So this, again, is
why it's important to actually understand
what is going on here. You get to see that between
some of these lines, we have this kind
of text right here. Now, this is Notion AI, describing to us what it is
doing in the line below. So here it's saying that color not started is
going to be in red. So in order to do that
with code language, it's saying style
not started is red. Now, the first thing that
I want to do is I want to add bolding to all of these. So how do I do that?
Well, it's quite simple. What we want to do
is just come here, we can come in between
the label and the color. And what you can do is
put another quote here, and I can just put
a B. I put a B, I close off the quote, and then we can put in another
comma to distinguish that. And now what we can do
is I can go ahead and just copy this little marker, and I can come between all of the other ones and do the
same thing right here. So I have this one
and we have this one. So now let's go ahead
and take a look at it. Now we get to see that
these ones here are bolded. Now, what if we want to go
ahead and change the color? Well, again, as you
probably would assume, this one here is quite easy. So what I want to do
for not started task, I don't want to have
them to be red. Instead, what I want
to have them to be is a simple gray color. So I want to change both
of these times where they appear as red as gray. So all we have to
do is type in gray, and if we come here, you get to see that they are now grade out. And then I can
also come in here. Now I want to edit this formula, and I want to change in
progress from yellow to blue, so I can just type in blue. And now we get to see
all of these right here. We have now our new
status formula. So let's go ahead and
name this status. And we get to see that it's not allowing us to
name this right here because we have our
other status right here. Now, we can do a few
things with this. We can either change
this one to be a needs review property
with, like, a question mark, and if something is
marked as needs review, then that could be kind
of its only purpose, and we could kind
of just get rid of all of these other ones. Or we can just go ahead
and delete it completely. And if you really do need
a needs review property, then what you could do is
create another checkbox, and we have an automation right now that's tied to
our needs review, but you could easily just change that automation to
that new checkbox. So now what I want to do is just go ahead
and rename this. I'll add another S, and I'll just go ahead
and hide it for now. So now we have our single
and only status property that is going to be visible. And of course, we can always
change the icon itself. We can even bring
back our status icon. So right now, it
essentially looks the same. But instead of having to go
ahead and manually do this, this is now all
automated for us.
33. Use Case #2: Priority Logic Enhanced with Deadlines: Now, for this use
case on formulas, what I want to do
is walk you through creating a clickable link icon. For our databases. Now, this is because many of your databases might have
this URL property right here. And with these URL properties, we essentially have a
bunch of long, ugly URLs. So with formulas, instead
of having these links, what we can do is just
have little images here, little icons of
Emojis little buttons that just by clicking them, they're then going to open us into these links right here. So let's go ahead and actually
get into building this. Now what I'm going to do
is I'm going to go ahead and delete this
formula property. So we're just left with our
URL property right here. So now what we're going to do
is we're going to come in, add in our formula property, and we're going to get right
into editing this formula. Now, luckily, this one here
is kind of a quite simple one to go ahead and so
the last one that we looked at had more
kind of facets to it. But here with this one, we're able to kind of get started and showing
an example of formulas that is clean and simple for you to go
ahead and get started. And it's one that
you can apply to your databases super quickly, and it's something that's
quite useful if you do, in fact, have this URL property. Okay, so let's go ahead
and get right into this. The first step of
this is going to be typing in link right here. So we get to see our link. And looking at this
description here, it says it creates a hyperlink from the label text in the URL. So right here, you
can see that it's taking in two arguments. The first of which is
going to be the output, the string that
we see that we're going to want to have
this hyperlink come from. And then the second
one is going to be the actual link that is connected to this string
that we have right here. So let's go ahead and
input in this link. And the first thing
that we want to do is put in the string, put in the text, put
in the image that we want to have actually
shown on this property. So we're going to
use our quotes here. And what I'm going
to do is just paste in an emoji of a chain here, which is going to
be our link emoji. So just by closing this in, we have now created this as
what is going to be visible. Now, for our next argument, we, of course, have to put in
a comma to separate them. And what we're going to
input here is going to be the property itself,
our URL property. So we can come down here to properties and we
can come to our URL, and we can just hit Enter. So right now, just like that with only a few
clicks on our keyboard, what we have now created a formula where we're able
to go ahead and click on these links to then have them redirect us to the pages
that they are linked to. You can see right here
that they opened up all here because all of these
links are just notion pages. But of course, these
links can be anything, and clicking them is
then going to redirect you to the page that
it's going to lead to. And now let's go ahead
and not just finish here. What we can do is we
can improve this. Because, first off, right now, this is just an Emoji. It doesn't really look very clickable as it was before when I showed you in
the beginning of this lesson. That's because what we can do is we can come here
into our property. We can edit this formula. And what we can do is
use a function that we discussed last
lesson in style. So to use our style function, what I want to do here is
first go ahead and hit Shift and Enter to open
up a new line right here. So now, above this,
what I'm going to do is type in style. So we get to see right here
that we have our style. And again, we also
get to see that this takes in two
different arguments. It takes in a value and the style that we want
to apply to this value. So let's go ahead
and hit Enter here. And now, what we're
going to have to do is because this just
input it right here, we have to do is fix these parentheses
because what we want to do is have our link here
encapsulated by our style. So what I'm going to do
is I'm going to come over here I'm going to
come to a new line, and then I'm going to have
our close parentheses. So now, this link is
encapsulated by our style. So now we can go
ahead and put in our next argument as to the style of what
this is going to be. So now what we have to
do is come after here, I can put in a coma, and now I am free to put
in the style that I want. Now, typically with styles, you would think of colors, you would think of
bolding, italicize. But actually, what
I'm going to do is a kind of bit of a workaround, because what we can do here
is instead of going ahead and applying some kind of background here through
our style function, we can simply just click
three buttons here. We're going to click
our quotation mark to actually start
delineating the style. Then I'm just going to
type in the letter C, and then we're going to go
ahead and close this off. Now if we go ahead
and look out here, we get to see that this formula now has
this background that looks much more akin to a clickable button instead
of just Mochi itself. What did I do here? What
is this C that I applied? Well, this C is
marker for coding. Now, how does this apply to actually giving us a background? Well, the style of
code within notion, the way it appears
within notion, it has this background to it. It has this background
that has a kind of gray box to it to show
that the code here, that everything within
this box is kind of separate from the
normal text that you would get throughout
the rest of the platform. So although this here isn't
code that we put into, we essentially use
that kind of styling to give this a kind of
makeshift background. Now before we wrap
this lesson up, there's also one more thing that I want to do here
because as you can see, we have this image here. We have this link image, this link emoji for all of our values here
within the table, except not all of
them have links. And you can kind of see that
by the way this appears. With the ones that
are clickable, there's a little underline, and the ones that
aren't, there's nothing. Instead of having this, which isn't that clear, what I want to do is either give this one a different emoji, the ones that don't have URLs, or I just want to get rid of that emoji completely for the
ones that don't have URLs. So let's go ahead and come
back into our formula. We can edit this formula. And now what I'm going
to do is I'm going to again come back to the top here I'm going to start
a new line because I want this to take precedent
over everything else. I want it to wrap all of our
other arguments right here, and I'm going to start with
our if statement right here. So I can go ahead and put
in this if, and again, I'm going to take
that parenthesis and I'm going to
pull it down here. Now what I'm going to
do is say, I empty, so we're going to again
put in our empty function, and then I'm going to
pull in the property of URL right here. Then what I'm going
to do is come and put in the second part
of this argument. So if the URL is empty, then what I want to show is
going to be a new emoji. Let's go ahead and
just put in an emoji. For that, we're
going to go ahead and put in our quotes here. I'm going to paste in the emoji. And then, lastly, what
I'm going to do is put in one more comma here to mark the rest of this having applied
if this isn't true. So if it's empty, then
we're going to do the X. Now, this comma is
again saying, now, if this isn't true, then we're going to
apply all of this. We're going to apply
our style, the link. So let's go ahead and come
in and see how it looks. So now we actually have a
different delineator here. Now, if I want to go ahead
and just show nothing, then what I can do is come here and I can get
rid of this X, and now it's just going to be a blank value that
appears just like this. Now, if this is
in your database, what you'd be able
to do is just come over here to your URL property, and then you could hide the
property because now you have the links here
for all that you need. We could kind of change this up. We could change the name here, we can change the icon. But if you would want
to go ahead and put in these properties
here for the URL, you could come to any
given project, open it up, and then you can come down to the URL property
and actually put in the URL for it to go ahead and
show here in our new form. Let's go ahead and rename this. I can go ahead and change
it from formula to Link, and I could even
just change our icon here to the same kind of image
here with our chain link. Okay, so with that, we now have this
use case completed.
34. Use Case #3: Making Due Dates Come Alive: All right. In this
lesson where we go over the third use case of formulas
within our databases, what we are going to
create is going to be a system that outputs
an emoji or text, if you like, that is going to be fully in relation
to our due date. Right here, what we have is a fire emoji that is going to be related
to overdue tasks. So these ones are going
to be tasks where the due date is prior to today. We have the fire emojis. We have a clock
for tasks that are going to be due or
projects that are going to be due in
the next three days. And then we're
even going to have one that is going
to be giving us an output for tasks that are
going to be due in 3-7 days. As you can see, we have
this calendar emoji. And along with those, we
have a checkmark for things that are due more than
a week from today, and we have this little kind
of mailbox emoji that is going to demark when a project
doesn't have a due date. So now let's go
ahead and get into actually building
out this formula. Want to see the near
finished product, then let's go ahead
and come over here. And this is essentially how we are going to
end out this lesson, but with a slight tweak
to this row right here to make it be a little bit more actually
specific and useful. Alright, so let's go ahead and
get into this by adding in a new formula property and
getting rid of this property. Okay, so to start this one out, what we're going to
do is we're going to come in here into our formula. And before, what
we have been doing is using multiple if statements. But instead, now what I want to show you
now that you've been introduced to these
if statements and how they work individually, I want to go ahead and
use our if statements. So this one
essentially allows us to use one function instead of having to continuously on every single line at every
single different argument, put in a new if statement. We can just go ahead
and have this ifs, and this is going to be what
we are going to work with. So I'm going to go ahead and
add into a new line here, and we are going to start out
in creating this formula. Okay, so for the first one, what we are going to
do is we're going to start off with an empty. So this is essentially
going to say, I empty, here, if our Du date is empty, then we want to output a emoji. So if Du date now is empty, then what we want to do is go ahead and put our comma here, and we want to have
some kind of output. You can go ahead and put overdo here if that's more your style. But I'm going to go ahead
and put in a emoji. And what I'm going to do is
do an open mailbox Mogi, just to say, Hey, there is
no due date right here. Let's go ahead and
put a due date. Okay, so now that condition
is met. That one is all good. We can now put in a comma here, and we can hold Shift and Enter to move on
to the next line. And with this one, what we're going to do
is we're actually going to start out with
our due date property. So let's go ahead and get
that one in right here. And then what we are going to do is we are going to
use a built in, and we're going to use
the less than function. So what we want
to say here is if do date is less than or before, now, then we want to have an
output of the fire emoji. So if the due date is
before today's date, then that means that
that project is overdue. So what we want to do
here is put in now. We see that this is
under our date category, and it returns the
current date and time. So again, if do date
is before today, then what we want to do
is output a fire emoji. So we're going to
put a comma here and then I'm going to put
in our fire Moji. Okay, so these first two have been quite simple
and straightforward. We've now gone introduction
to our if statements, and we're able to use familiar one with
our empty function, and we've been introduced
to this now function. Now, let's go ahead and
go to a new line here to do a new one that we have
yet to be introduced to, and that is going to be
our date between function. I'm going to go
ahead and type in date here just so we
can narrow this down, and I'm going to come
to date between. So essentially what happens
with this function is that we get to see that it returns the difference
between two dates. So if we set this and we
say due date and now, and then we put an operator
to the end of that that says, If the difference
between due date and now is less than or
equal to three days, then we can go ahead and put in our output of the emoji that
we want to dictate that. Let's go ahead and do that
with our date between. So now I'm going to go ahead
and put in our due date, and we want to say that we want to calculate the difference between the due date
and today's date. So that's just going to
again be our now function. And we want to specify that we are calculating looking at days. So I'm going to
put another comma here and I'm going to put
some quotation marks, and I'm going to say days. Okay, so now what
we have here is a value that is
output that is taking the difference
between the due date and today's date within days. So now what we want
to do is we want to say that this right here, if the output of this function is less than or equal
to the number three, because we're looking
at days right here. So this is three days. Then what we want
to do is we want to output another emoji. So I'm going to go
ahead and again put in our quotes and our emoji, then followed by a comma, so we can move on to
the next argument. Okay, so now that we
have this one created, what we essentially
have in front of us is if the dude is empty,
we have this emoji. If the due date is overdue, if the due dates in the past, then we have this fire emoji. And now with this third one, if the dude is within
three days from now, three days in the future,
then we have this emoji. So now what I want to do is I
want to do another function that is going to output if it's within seven days from now. So, what we can do for that
one is actually just go ahead and copy this entire line, and then we can
just paste this in. And now all we
would do is have to change this three, to a seven, and that clock emoji to our desired emoji or you could put a set
of text if you want. It doesn't have to be an emoji. So I'm going to go ahead
and get rid of that and now paste in our actual emoji. So now if you're
following along, you could essentially kind of track that these
two are technically overlapping because what
this is saying is that if the due date is
within seven days, then it's giving
us this calendar G. So now, if you've
been tracking, this is kind of a
good part to give another tidbit of information about how these formulas work, because you might
have noticed that with this statement
added right here, this is one that would
technically be true for all of those situations
where this one would be true. Because if something
is within three days, then it is certainly
within seven days. But the reason why this one
will always output this emogi and not this emogi is because
of its order of priority. This one here is
listed above this one. Now, if I change the order right here and I put this
one on top of this one, then that means there would be no situation where this
emogi would ever appear. This emoji would
ever be outputted within a formula
in our database. But because we have
it ordered properly, we now see that it is
going to work as it. There's going to
be one more thing that I'm going to add for now, and that is simply going to be the addition of just
another quote right here, and then I'm going to
put in our checkbox MOG. Is going to be stating
here essentially that if none of these are true, then go ahead and output this. So the only time where none of these would be true
are going to be projects where the due date is more than seven days
away from today. So that's kind of just an
easy way for you to go ahead and do this without
having to put in another function that says, If the date is more
than seven days away, then you go ahead and
output this Emochi No. This is just an easier way for
you to go ahead and do it. And now, if we look at
this, we get to see how this is appearing properly. Now, there is actually one change that I do
want to make with this. There is one issue with this formula that in its current state,
it doesn't address. Because if I go ahead
and come over here to, let's go ahead and
look at what this is our product launch campaign. We have to see that
this one is overdue. If I come down here into
our product launch campaign and I go ahead and check this, we get to see that it's now
complete. It's at 100%. That means our status
over here is now done, but we still see
this fire Muji here. We still see that at
least according to this formula, it's overdue. And of course, we don't actually want this
to be the case. But luckily, we can fix this quite easily
within our formulas. So let's go ahead and
come to our formula. But instead of coming
here to the output, what I'm going to do
is I'm going to come right before this comma and now, and I'm going to add
in some syntax here. And the first of which is
going to two and symbols. So this here is
essentially just saying, if the Do days before now, and now I have to add in
my second condition here, which is going to
come to status, and then I can go ahead and
put this one in right here, and then I can add in
some other operators. So here, what I want to do is I want to use
this one right here, our exclamation point
with our equal sign because it checks if two
values are not equal, and that's what we
want to be the case, because we do not
want this to be done. Oh, now I can just
go ahead and put in quotes and then type in the syntax here of the output of our
other one and done. And we can actually copy this, and we can also paste it into all of our other
lines right here. Just to make sure that
this isn't something that is going to appear for
projects that are, in fact, listed as done. So now if we exit out of here, then we get to see right
here with this one, with November 21 due date,
we get to see that this is, in fact, done, and we no
longer have that firemji. You have a checkmark emoji. And in fact, this is
going to be something that applies to everything else. So we're not going
to see this emoji or this emoji if something
is listed as done. Alright, so now we
have it renamed to D soon and we can have a little alarm clock
as the property. And we can even close it
up a little bit just to go ahead and save some
space within our database. Okay, so just like that, we now have this last formula
here all done and created, something that you could
go ahead and just copy and paste into
your own database.
35. Integrate Slack With Notion Seamlessly: Alright, so throughout
this course, we've been looking at how we can essentially
master notion, how we can use notion to
the best of its abilities, so we don't have to go ahead and use other
softwares out there because notion is one of those platforms where it really is essentially
all in one, where you can do
project management, you can interact
with your teammates. You can do so much. But still, despite this, you might want to go
ahead and integrate other tools withinoNion
because you might still use, let's say, Slack for maybe
more efficient communication. And you might use
Google Drive to actually house a
lot of your files. So in this lesson, what I want to do is I want
to talk about integrating those two platforms specifically
within your notion. Now, we're going to start
off with looking at how we can integrate Slack
within our workspace. And to do so, I actually want to illustrate this
with an automation because this is one way
that people integrate their slack into notion in just a kind of
very common manner. So let's go ahead and
do a new automation, and I want to set a new trigger. Now, what I want
to actually create here with this automation is I want whenever a project is going to be marked
as done or complete, I want this to then result
in a slack notification. So let's go ahead and do
this where a new Trager and the status is set to done, then this is going
to trigger an action here where we're going to send a slack notification
to a specific channel. Now, in order to set this, what I have to do is slack. So to do so, you're just
going to click Connect here, and you're going to
follow the prompts. I should be able to be done
in about a minute or two. So let's go ahead and do that,
and I'll come back to you. Alright, so now that it's done, I can go ahead and
select my channel. And what I'm able to do is I can set a notion log right here. So I can select this channel, and then I can put in
a custom message here. Now, if you remember,
with these messages, what we're able
to do is actually have some customized message. So if I come into here, I can mention this, and I can mention a property
from the trigger page. So I'm going to go
ahead and select that, and what I want to select is I want to select
the name of this. So I'm going to go
ahead and come down here into our project. So this is going to
be the project title. So now that this will
be AutoFild here, I can just say, that
was marked as complete. If I want to, I
could also go ahead and add in who marked
it as complete. So I could say this project
was marked as complete, and then I can come over
here and I can come down into people and I can
click whoever triggered. So this project was marked complete by
whoever triggered it. And simply just like that, I can go ahead and hit nb. And now if I go
ahead and pull open our original status right here, and let's say I mark the
CRM cleanup as done. Now what we can do is we can go ahead and move back into Slack. And now we can see that right
here within our Notion log, we have a message from
Notion app that says CRM cleanup was marked
complete by Adam Taylor. So just like that, we
have an automation setup that allows us to integrate
our notion with our SL. You can really set up a bunch of these automations
that are going to be crossed with
Slack and notion. So if let's say you go ahead
and assign some kind of project to someone specific
within your notion, then you can have an
automation that also notifies them in Slack that they
have this assigned to them. These automations are really
just great in terms of increasing your team efficiency in terms of communication. So now let's go
ahead and get into the next integration
that I wanted to talk about now in the next lesson, we're going to cover how we can integrate our Google
Drive within our notion.
36. Integrate Google Drive With Notion: All right. So now
we are here to go ahead and integrate our
Google Drive with our notion. Now, this one here is honestly quite a convenient one
that we're able to do. It's one that I personally use all the time in
my own workspace. So the way that I
typically tend to do it is I go ahead and
add in a property here, and if we scroll down, we get to see that we
have a Google Drive file. So right here, we can go
ahead and integrate this. So with this property, we can
go ahead and add this in. We can name it whatever we want. But now, within all of these, we are able to
select a file from our Google Drive simply from our tableview
and our database. We don't have to go into
Google Drive and then get the link and then paste the link to then
be able to use it. We can just select
it right here. But of course, to do so, we have to connect
to the integration. So let's go ahead and do that. Now, again, just like
the Slack integration. This one here is going to
be quite self explanatory. You'll be able to
click on it and then follow a quick few prompts, and then we'll meet back up here to actually
see this in action. Okay, so now that we
have it all integrated, all we have to do
is come in here. We can come into whatever
project that we want. We just click on
that specific cell. And then we are then
going to be prompted to select an account to
browse the files. Here I'm going to
select my account. And then it's just
going to take us into a separate little pop up. And then we can browse all the
files that you have within your Google Drive and attach
whatever you want to them. So let's go ahead
and select this one. And then we're able to go
ahead and see that right here, we have this linked file. And we can also add in
as many as we want. And if you want to access it, it's as simple as a
click of a button. Now, there's other
ways that you also have integrations that appear. Like, for example, if
we come into any one of these projects and we come here and I go ahead and
use our slash Command, when we come down to
our integrations, we essentially see that we're
able to embed anything. So we can embed a
Google Drive here. But here, it's essentially
just packaging the block to look like
exactly what we're embedding. But in fact, you
could really embed whatever link you want
into those blocks. But now because we have the
integrated Google Drive, instead of going and getting
that link to put it in here, we can now just browse
the Google Drive and we can choose from the account
that we have linked. And if we want, we could also connect other accounts as well. So, there you have it. Integrating our Google Drive within our notion is actually a super simple and easy
process that can really just speed things up and remove friction in terms of
communicating with your team. And again, before signing off, I do want to let you know again and remind you that if
you have any confusion, any questions about the
platform whatsoever, go ahead and ask
me that question. Drop it in the Q&A section,
and I'll be there, and I'll answer your
question with due time. And I'll answer your question as soon as I can, I promise.