Become a Notion pro in 20min! (Full Notion Guide)

Chris's Notion
10 Jan 202320:39

Summary

TLDRThis tutorial video script is a comprehensive guide to mastering Notion, a versatile no-code tool for organizing life effectively. It covers beginner to advanced topics, including basic blocks, databases, templates, and advanced features like synced blocks and API integrations. The script offers practical tips, keyboard shortcuts, and introduces third-party integrations to enhance productivity, aiming to transform viewers into Notion power users.

Takeaways

  • πŸ“š Notion is a versatile no-code tool that allows users to design systems tailored to their specific needs without any coding experience.
  • 🎨 The video tutorial is structured into three levels: beginner, intermediate, and advanced, catering to a range of user expertise with Notion.
  • πŸ”§ Notion offers a variety of settings and customization options, including light and dark mode, third-party integrations, and language preferences.
  • πŸ“ Users can create pages with different types and databases, and Notion provides a range of basic blocks and keyboard shortcuts to facilitate content creation.
  • πŸ–ΌοΈ Notion enables the addition of icons and covers to pages, offering customization with emojis, custom icons, or images from external sources like Unsplash.
  • πŸ“ The platform includes a simple table feature that can be transformed into a database with advanced sorting and filtering capabilities.
  • πŸ”— Notion supports the creation of databases with multiple views, such as tables, kanban boards, timelines, and calendars, for diverse organizational needs.
  • πŸ”„ The intermediate section introduces features like multi-column layouts, mentions for team collaboration, and reminders for due dates.
  • πŸ”— The advanced section covers more complex features, including synced blocks, linked databases, relations, rollups, and API integrations for automation.
  • πŸ“ˆ Users can create custom progress bars using Notion's slice and format functions to visually represent task completion or other metrics.
  • πŸ”„ Template buttons and recurring templates offer efficiency by automating the creation of new entries and maintaining consistency across databases.

Q & A

  • What is the main purpose of the video about Notion?

    -The video aims to guide viewers from beginner to pro level in using Notion, explaining how to use this tool to organize and manage life more effectively.

  • Why is Notion considered a no-code tool?

    -Notion is a no-code tool because it allows users to design systems without any coding experience, making it accessible to a wide range of users.

  • How is the video structured to cater to different levels of users?

    -The video is divided into three sections: beginner, intermediate, and advanced, allowing viewers to choose the level that suits their current knowledge of Notion.

  • What are some of the basic elements covered in the beginner section of the video?

    -The beginner section covers Notion icons, templates, basic blocks, keyboard shortcuts, the simple table, and the quick find option.

  • How can users customize their Notion experience with settings?

    -Users can customize their experience by adjusting settings such as light and dark mode, third-party integrations, calendar start day, earning credits, and workspace domain in the Notion settings.

  • What is the purpose of the 'Connections' tab in Notion settings?

    -The 'Connections' tab is used to manage third-party integrations, allowing users to connect Notion with other apps and services.

  • How can users create a new page in Notion?

    -Users can create a new page by either using the toggle at the top of the sidebar or pressing control and backslash, and then selecting the desired page type or database.

  • What is the functionality of the 'quick find' option in Notion?

    -The 'quick find' option allows users to quickly locate a page by typing in the page name or content, and then navigating the results with arrow keys and page filters.

  • How can users add an icon and cover to their Notion pages?

    -Users can add an icon by selecting an emoji, choosing from Notion’s custom icons, or uploading their own. For covers, users can select from Notion’s gallery, upload their own, paste a link, or choose from Unsplash.

  • What are the benefits of using Notion templates?

    -Notion templates provide a starting point for users, helping them understand the possibilities of Notion and offering ideas and inspiration for creating their own templates.

  • How can users navigate through their Notion pages and databases?

    -Users can navigate through pages using the left sidebar and can manage and organize their databases using views, filters, sorts, and the grouping feature.

  • What is the Notion Web Clipper and how does it function?

    -The Notion Web Clipper is a Chrome extension that allows users to save websites or links directly to Notion, where they can be organized into databases for later reference.

  • What are the advanced features covered in the video for Notion power users?

    -The advanced features include synced blocks, linked databases, relations and rollups, progress bars, template buttons, recurring templates, and API integrations.

  • How can users create a progress bar in Notion?

    -Users can create a progress bar by using the slice function to display solid and empty characters based on a percentage property, and then formatting the percentage as text with a percentage symbol.

  • What is the purpose of template buttons in Notion?

    -Template buttons allow users to create new database entries quickly with predefined properties, making it easier to maintain consistency across tasks or projects.

  • How can users automate workflows between Notion and other apps?

    -Users can utilize the Notion API along with integration software like Zapier or make to create automated workflows, syncing data between Notion and external apps without coding.

Outlines

00:00

πŸ“š Introduction to Notion for Beginners

This section introduces Notion as a no-code tool suitable for beginners, highlighting its capabilities to organize and manage life effectively without coding experience. It covers the basic features of Notion, including icons, covers, templates, basic blocks, keyboard shortcuts, the simple table, and the quick find option. The video is structured into beginner, intermediate, and advanced sections, with a recommendation to watch the entire video or skip to relevant sections. The settings on the left sidebar are also explained, including account settings, light and dark mode toggle, third-party integrations, language and region settings, earning credits, workspace domain, team management, subscription management, security options, and third-party app connections. The sidebar and page menu functionalities are detailed, including creating new pages, changing page properties, and importing/exporting documents. The paragraph concludes with tips on adding icons and covers to pages and exploring Notion templates for inspiration.

05:01

πŸ› οΈ Building Blocks and Databases in Notion

The paragraph delves into the process of creating content in Notion by introducing the concept of blocks, which are the fundamental elements of the platform. It explains how to create various basic blocks using keyboard shortcuts and how to edit them, including changing text and background colors. The simple table is discussed in detail, including adding columns and rows, filtering, sorting, and converting tables into databases. The intermediate section covers databases, explaining how to create them, customize views, and use properties for organization. The paragraph also introduces multi-column layouts, mentions and reminders, links and backlinks, public pages, and the Notion Web Clipper, which are essential for intermediate users looking to expand their Notion skills.

10:02

πŸ”„ Advanced Notion Features and Customization

This section focuses on advanced Notion features, starting with synced blocks, which allow for synchronized content across pages. It then discusses linked databases, which reflect changes in the original database while allowing for independent filters and sorts. The powerful relations and rollups features are explored, enabling connections between different databases and the aggregation of information. The creation of progress bars using the slice function and other formulas is demonstrated, providing a visual representation of task completion. Template buttons are introduced as a way to streamline database entry creation, with options for recurring templates for regular tasks. The paragraph concludes with an overview of API integrations, which open up a realm of possibilities for automated workflows between Notion and other apps, without the need for coding knowledge.

15:03

πŸ”„ Utilizing Notion's Advanced Features for Task Management

The paragraph continues the discussion on advanced Notion features with a focus on task management. It explains how to use relation properties to connect projects and tasks databases, enabling the display of related projects directly within the task entry. Rollups are used to aggregate data, such as the percentage of completed tasks within a project, which can be visualized with progress bars. The creation of progress bars is detailed, involving the use of the slice function and other text manipulation techniques to represent the completion status visually. Template buttons are further elaborated upon, showing how to create and set default templates for new entries in databases. Recurring template buttons are introduced for daily, weekly, monthly, or yearly tasks, automating the creation of new entries. The paragraph also touches on the potential of the Notion API for integrating with other services and automating tasks, mentioning the use of integration software like Zapier or make.

20:03

πŸš€ Conclusion and Personal Life OS Dashboard

In the concluding paragraph, the video script emphasizes the flexibility of Notion, encouraging viewers to explore and create custom systems tailored to their needs. It also promotes the creator's Life OS Dashboard, a personal system that the creator uses and is willing to share with the audience. The paragraph invites viewers to like the video and subscribe for more Notion-related content, and mentions a previous video about free Notion templates, providing additional resources for those interested in learning more about Notion.

Mindmap

Keywords

πŸ’‘Notion

Notion is a versatile no-code tool designed for organizing and managing various aspects of one's life or work. It allows users to create pages, databases, and customize their digital workspace without any coding experience. In the video, Notion is the central theme, as it is the tool being explored from beginner to advanced levels, with various features and functionalities highlighted.

πŸ’‘Templates

Templates in Notion are pre-designed pages that users can duplicate and customize for their specific needs. They serve as a starting point for various organizational systems and can help users understand the capabilities of Notion. The script mentions templates as a way to give viewers ideas and inspiration for their own Notion setups.

πŸ’‘Databases

Databases in Notion are used for creating organized collections of information, such as tasks, projects, or notes. They can be viewed in multiple ways, including tables, boards, and lists. The script explains how to create databases and customize their views, which is crucial for managing complex information systems.

πŸ’‘Blocks

Blocks are the fundamental building units within Notion, representing different types of content such as text, images, or entire databases. The script describes various types of blocks, including basic blocks like headings, to-do lists, and bullet lists, and how they can be manipulated to create customized pages.

πŸ’‘Keyboard Shortcuts

Keyboard shortcuts are quick commands that allow users to perform actions in Notion more efficiently without using the mouse. The video script emphasizes learning these shortcuts for time-saving when creating and editing Notion pages, such as using hashtags for headings or square brackets for to-do lists.

πŸ’‘Multi-Column Layouts

Multi-column layouts in Notion enable the organization of content side by side in columns, which can be resized and adjusted to fit the content. The script describes how to create these layouts by dragging blocks next to each other and using them for structured presentations of information.

πŸ’‘Mentions and Reminders

Mentions in Notion allow users to tag other pages, team members, or even specific dates and times. Reminders are associated with mentions of dates and times, triggering notifications to help users stay on top of deadlines. The script explains how to use mentions for collaboration and reminders for personal or team task management.

πŸ’‘Links and Backlinks

Links in Notion create connections between related pages, enhancing navigation and organization. Backlinks are the reverse connections that automatically update when the original page is linked elsewhere. The script discusses how to use links to reference content and backlinks to see all connections to a particular page.

πŸ’‘Public Pages

Public pages in Notion are pages that can be shared with others via a link, allowing anyone with the link to view the page, even without a Notion account. The script covers how to make pages public and the options for editing, commenting, and setting link expiration for privacy.

πŸ’‘Notion Web Clipper

The Notion Web Clipper is a browser extension that lets users save web pages or content directly into their Notion workspace. The script describes how to use the Web Clipper to collect and organize bookmarks, articles, and other online content within Notion databases.

πŸ’‘API Integrations

API integrations in Notion allow for the creation of automated workflows between Notion and other external apps. The script touches on the potential of using integration software like Zapier or Make to sync Notion with services like Google Calendar, automating tasks and data transfers without coding.

Highlights

Notion is a no-code tool that doesn't require any coding experience, allowing users to design systems tailored to their own life and needs.

The video is divided into three sections: Beginner, Intermediate, and Advanced, covering a range of Notion functionalities.

Notion settings include options for light and dark mode, third-party integrations, and calendar preferences.

Users can earn credits to access paid versions of Notion for free through certain actions.

The sidebar and page menu are central to Notion's interface, allowing for page creation and customization.

Notion supports importing documents like Word files and Excel spreadsheets, and exporting pages as PDFs, HTML, and other formats.

Adding icons and covers to Notion pages can be done with custom icons, emojis, or links to images.

Templates in Notion provide a starting point for various types of pages and can be found in the sidebar or the template gallery.

The quick find option allows for efficient page searching by name or content within Notion.

Basic blocks in Notion include headings, to-do lists, toggles, bullet lists, and more, each with its own keyboard shortcut.

Editing blocks in Notion allows for various actions such as deletion, duplication, transformation, and linking to other pages.

Simple tables in Notion can be transformed into databases for advanced organization and management.

Databases in Notion can have multiple views, including table, kanban, timeline, calendar, list, and gallery views.

Filters, sorts, and the grouping feature in Notion databases offer extensive customization for organizing information.

Multi-column layouts can be created by dragging blocks next to each other, allowing for complex page designs.

Mentions and reminders in Notion facilitate collaboration and task management by alerting users to specific dates and times.

Notion supports public pages, allowing users to share their pages with others via a shareable link.

The Notion Web Clipper is a Chrome extension that enables saving web content directly into Notion pages.

Synced blocks in Notion allow for synchronized content across multiple pages, updating in real-time.

Linked databases in Notion reflect changes in the original database while allowing unique views and filters for each link.

Relations and Rollups in Notion connect different databases and pull specific information from one to another, enhancing data management.

Progress bars in Notion can be created using the slice function and custom characters to visually represent task completion.

Template buttons in Notion streamline the creation of new pages based on predefined templates, improving workflow efficiency.

Recurring template buttons automate the creation of daily, weekly, monthly, or yearly database entries in Notion.

The Notion API allows for the automation of workflows between Notion and external apps, enhancing integration capabilities.

The video offers a Life OS Dashboard and additional Notion templates for users to explore and customize.

Transcripts

play00:00

This video will show you

play00:01

everything you need to know about Notion

play00:03

and help you go from beginner to pro.

play00:05

You will understand the possibilities with Notion

play00:07

and how to use this amazing tool

play00:09

to organize and manage your life more effectively.

play00:12

Notion is a no-code tool

play00:13

that doesn't require any coding experience,

play00:16

and once you understand how it works,

play00:17

you will be able to design any system

play00:19

according to your own life and needs.

play00:22

This video is divided into three sections.

play00:24

Beginner, intermediate and advanced.

play00:27

I'd recommend

play00:27

watching the whole video

play00:28

to make sure you don't miss anything,

play00:30

but feel free to skip ahead

play00:32

if you think you already know

play00:33

everything about a specific topic.

play00:35

Let's get started with the beginner level.

play00:37

The beginners section is about Notion itself,

play00:40

icons and covers

play00:41

templates, basic blocks & keyboard shortcuts,

play00:45

the simple table and also the quick find option.

play00:48

Before we create anything,

play00:50

let's first go through the Notion

play00:51

settings on the left sidebar.

play00:53

At the top

play00:53

you have your account,

play00:54

which is all your basic account settings.

play00:56

Then the next tab is where you'll find

play00:58

the most important setting,

play01:00

the toggle between light and dark mode.

play01:02

Under the Connections tab,

play01:03

you'll find your third party integrations.

play01:06

Under language

play01:06

and region,

play01:07

you can choose what day of the week

play01:09

the calendar should start on.

play01:10

And then you also have the earn credits tab

play01:13

where you can perform

play01:13

certain actions

play01:14

to earn credit

play01:15

and get the paid versions of Notion for free.

play01:18

Under the workspace section

play01:19

you can add a domain for your Notion templates.

play01:21

You have a member's area

play01:22

for inviting and managing your team.

play01:24

You have the plans and billing tab

play01:26

for managing your Notion subscription.

play01:28

You have security

play01:29

and provisioning options

play01:30

for the business or enterprise plan.

play01:33

And lastly,

play01:33

you have a connection tab

play01:34

showing all the third party integrations

play01:36

connected to your workspace.

play01:38

Now let's take a look at the sidebar

play01:40

and the page menu.

play01:41

All your pages live on the left

play01:43

hand side of your Notion workspace,

play01:44

which you can lock or hide

play01:46

by using the toggle at the top

play01:47

or by pressing control and backslash.

play01:50

At the bottom of the sidebar

play01:51

or next to the private section,

play01:53

you can create a new page.

play01:54

On the new page

play01:55

you'll see different page types and databases

play01:57

you can choose from.

play01:58

But for now

play01:59

we'll just use the empty page

play02:00

and go ahead and give our page a name.

play02:02

If you click on the page menu in the top right,

play02:05

you'll be able to change the font.

play02:06

You can make the tag smaller and change the page with.

play02:09

You can also move, customize and lock the page.

play02:12

You can also favorite the page

play02:13

by clicking on the star

play02:15

or by using the shortcut CTRL + ALT + SHIFT + F

play02:17

Inside the menu

play02:19

you're also able to copy the page link,

play02:21

undo certain actions, view the page history

play02:24

where you can restore previous versions

play02:27

and you can show deleted pages

play02:28

or delete the page itself.

play02:30

Notion also allows you to import

play02:32

documents such as a word file

play02:33

or an Excel spreadsheet,

play02:35

and also to export Notion pages as a pdf, html.

play02:38

or marked down and CSV file.

play02:41

And then at the very bottom of the menu,

play02:43

you have your connections to third party apps.

play02:45

Before we add anything to the page,

play02:47

let's first add an icon and a cover.

play02:49

Go ahead and click on Add Icon

play02:51

where you'll be able to choose an emoji,

play02:53

choose from Notion’s custom icons, or upload your own

play02:57

either as a link or an image.

play02:58

I'll add links in the description

play03:00

to a couple of Notion icon websites

play03:02

where you simply click on an icon to copy the link

play03:04

and then paste it into the link section for this page.

play03:07

However, I'm going to use one of Notions own icons.

play03:10

In the top right,

play03:10

you'll notice

play03:11

you have the option

play03:12

to select the default color of the icon

play03:14

and whether or not

play03:15

you want to manually choose a color each time.

play03:17

So let's add an icon and then move on to the cover.

play03:20

Clicking on add cover or randomly

play03:22

generate the cover image.

play03:24

When you click on Change cover,

play03:25

you can select one of Notion’s covers in their gallery,

play03:28

you can upload your own,

play03:29

you can paste a link from a website,

play03:31

and you can also select a cover

play03:33

from the stock free photo website,

play03:35

Unsplash

play03:36

You can easily create custom Notion covers with Canva,

play03:38

or you can use a website

play03:40

such as Covercons

play03:41

or Notion Cover Generator

play03:42

to quickly create

play03:43

clean looking Notion covers.

play03:45

Alternatively, you can also use animated gifs

play03:47

as Notion covers,

play03:48

which you can find on Giphy.com and on Pinterest.

play03:51

Simply search for pixel city gif

play03:53

and you'll find plenty of animated covers

play03:55

you can use. In the description.

play03:57

I'll include a link to my pin board

play03:58

containing all of my animated pixel covers.

play04:01

Now that we've added the cover,

play04:03

we can move on to the template section.

play04:06

Sometimes starting from a blank canvas can seem daunting,

play04:08

so if you don't want to,

play04:09

you can check out some of the Notion templates

play04:11

at the bottom of the sidebar

play04:13

which are categorized according to their type.

play04:16

These Notion templates are a great way

play04:17

to understand everything

play04:18

that's possible

play04:19

with Notion

play04:20

and to give you ideas and inspiration

play04:21

for your own Notion templates.

play04:23

You can get access to even more Notion

play04:25

templates by just

play04:26

clicking on Browse more templates,

play04:27

which will take you to the Notion template gallery.

play04:30

There's also a bunch of Notion

play04:31

market places

play04:32

where you can find a ton of templates

play04:33

from different creators

play04:35

The links

play04:35

to all of these Notion

play04:36

marketplaces are in the description below.

play04:38

To duplicate the Notion template

play04:40

to your workspace,

play04:41

simply open the link in your browser,

play04:42

and click on duplicate in the top right.

play04:45

Another feature

play04:45

I want to share before we start

play04:47

creating is the quick find option.

play04:49

You can access the quick

play04:50

find option in the sidebar or by pressing CTRL + P.

play04:53

This allows you to quickly

play04:54

find the page

play04:55

you're looking for

play04:56

by typing in the page name or content from the page,

play04:59

and then navigating the results

play05:01

with the arrow, keys and page filters

play05:03

Now let's start creating

play05:04

by pressing forward slash.

play05:06

Everything inside of Notion is a block,

play05:08

whether it's a basic block, a database, media

play05:11

files, embedded content, or an empty block.

play05:14

We're first going to go through all the basic blocks,

play05:16

and I'm going to give you the keyboard

play05:17

shortcut for each of them.

play05:19

Heading one,

play05:19

two and three can be created

play05:21

with one, two or three hashtags.

play05:23

To do list is both the left and right square bracket.

play05:26

A toggle is the greater then symbol.

play05:29

A bullet list is the minus symbol.

play05:31

A numbered list is number one with a full stop.

play05:33

A quote block is a quotation mark.

play05:37

A divider is three minus symbols.

play05:39

And then you also have the callout box,

play05:41

which doesn't have a keyboard shortcut.

play05:43

These are all the basic blocks

play05:45

that you'll use most often,

play05:46

and I recommend

play05:47

learning the keyboard shortcuts

play05:48

as it will save you a ton of time.

play05:50

In the description,

play05:50

you can find a website

play05:51

containing all of the keyboard shortcuts for Notion.

play05:54

Next is editing the block.

play05:56

When you open up the block menu

play05:58

by clicking on the six dots, you'll be able to delete

play06:00

a block, duplicate it,

play06:02

turning it into a different block,

play06:04

turn it into a page inside of another page,

play06:07

copy the block link to mention it somewhere,

play06:09

move the block to a different page,

play06:11

comment on the block,

play06:12

and also change the text and background color.

play06:15

With text

play06:15

you can highlight and apply

play06:16

all the basic markdown

play06:17

formatting, such as making it bold, italic, etc.

play06:21

and you can also change the text

play06:23

and background color for individual words

play06:25

instead of for the whole block.

play06:27

Moving on to the last basic block,

play06:28

which is the simple table,

play06:30

you can add columns and rows to the table

play06:32

by clicking on the plus,

play06:33

or by dragging the bottom right

play06:35

corner and resizing the old table.

play06:37

You can click the button at the top

play06:38

to filter the table to your page,

play06:40

which will resize table

play06:42

according to your text and window size.

play06:44

When you click on the menu

play06:45

button on a column or row,

play06:47

you have the option to create a header,

play06:49

change the color, insert more columns and rows,

play06:52

duplicate it, clear the contents, or delete it.

play06:55

The table also accepts

play06:56

rich text editing,

play06:57

meaning you can make the text bold

play06:59

and italic,

play07:00

change the color, mention other pages, and add links.

play07:03

If you have a lot of table entries

play07:05

and want to organize your table

play07:06

but don't want to manually drag the blocks around,

play07:09

you can turn the table into a database

play07:11

and use the

play07:12

sort and filter properties to organize

play07:14

and then just in the database

play07:16

back into a simple table.

play07:17

Now we're moving into the intermediate section.

play07:20

This section will cover everything about databases,

play07:23

multi-column layouts, mentions and reminders,

play07:26

links and backlinks,

play07:27

public pages and the Notion Web Clipper.

play07:30

Let's now start creating databases.

play07:33

To create a new database

play07:34

use the forward slash

play07:35

to create an inline database

play07:37

or select one from the empty page.

play07:39

Note that if you select a full page database

play07:41

from the empty page,

play07:42

then that's the only content

play07:43

you can have in that page.

play07:45

However,

play07:46

any full page

play07:47

database can be turned into an inline database

play07:50

allowing you to have multiple databases

play07:52

inside the same page.

play07:53

Once you create a database,

play07:54

you want to give it a name and then hide it.

play07:57

And if you want to give the database

play07:58

a more minimalist look,

play08:00

I always add the ccallout box set to the default color

play08:03

with the database

play08:04

name underlined in bold

play08:05

and also in a different text color.

play08:08

And then I just add an icon

play08:09

and drop the database inside.

play08:11

This not only looks a lot better,

play08:13

but it's also way easier to drag around

play08:15

and create multicolored layout with.

play08:16

Each database property

play08:18

is its own column

play08:19

where you can add information to the database entr,

play08:22

and each database entry is its own Notion page,

play08:25

where you can add more content

play08:27

and even more databases, allowing you

play08:29

to have multiple layers of information

play08:31

inside of one page.

play08:33

At the bottom of the table database,

play08:35

you can calculate certain properties.

play08:37

In the table view,

play08:38

you can toggle the vertical lines on or off,

play08:40

If the text is longer than the columns,

play08:42

you can wrap the cells.

play08:44

And if you want to import

play08:45

an Excel spreadsheet,

play08:46

you can merge your table with a CS V file.

play08:49

Your databases can have multiple views

play08:51

allowing you to organize information

play08:53

according to your own needs.

play08:54

Currently, there are six different database views,

play08:57

which all have different uses

play08:58

and are pretty easy to understand

play09:00

once you start using them.

play09:02

You have the normal table view, a kanban boards,

play09:05

a timeline,

play09:06

a calendar, a list view, and the gallery view.

play09:09

Notion databases

play09:10

are highly customizable

play09:12

so they can be used for a variety of tasks.

play09:15

With each view,

play09:15

you can select

play09:16

which properties

play09:17

you want to show, how you want

play09:19

to filter and sort it,

play09:20

and if you want a group to a specific property.

play09:23

To filter a database, simply click on filter,

play09:26

the property you want to filter it by,

play09:28

and the condition.

play09:29

If you want to remove a filter,

play09:30

simply click on the menu

play09:32

next to the filter and remove it.

play09:34

If you're filtering with a date property at the top,

play09:37

you can select a condition

play09:38

and then choose a specific date, a date range

play09:41

or a type of date

play09:42

such as today, tomorrow or yesterday.

play09:45

You can also create nested filters

play09:47

when you click an advanced filter.

play09:49

You can add a nested filter that,

play09:50

for example, only show

play09:52

database entries

play09:53

that has a due date after today

play09:55

with a checked checkbox property.

play09:57

As for the sorting option, simply click on sort,

play10:00

the property

play10:00

you want to sorted by

play10:01

and whether it should be ascending or descending.

play10:04

One of my favorite features is the grouping feature.

play10:07

It allows you to group database entries

play10:09

according to any type of property

play10:11

and gives you a lot more customization options.

play10:14

Once you start to play around

play10:15

with different database views,

play10:16

filters and sorts, and the grouping feature,

play10:19

you will quickly understand how Notion databases work

play10:22

and be able to create any database

play10:24

tailored to your own needs.

play10:25

As we previously covered,

play10:27

everything inside of Notion is blocks

play10:29

and you can drag

play10:29

these blocks around and build

play10:31

any type of layout you want.

play10:32

For a multi column layout,

play10:34

you simply want to drag a block next to another one

play10:37

until you see the vertical line,

play10:39

which means they'll clip next to each other.

play10:41

If you want content underneath a specific column,

play10:43

simply press Enter

play10:44

inside a column to create an empty block or

play10:47

drag and drop the blocks you want into the column.

play10:50

You're also able to resize multi column layouts

play10:52

to extend beyond the margins

play10:54

of the single width pages.

play10:56

And if you want a three column layout,

play10:57

then you need to change your page to full width.

play11:00

If you're not using colored boxes for your databases,

play11:02

then you're unable

play11:03

to drag inline databases into a multi column layout

play11:06

unless you use empty blocks and drag

play11:08

and drop your databases inside.

play11:10

When you copy and paste

play11:11

multi column content,

play11:13

it will retain the layout when you paste it.

play11:15

And if you paste a multi column layout into a toggle,

play11:18

add the toggle underneath a column,

play11:20

then turn the toggle into text,

play11:22

and delete the toggle with backspace,

play11:24

then you're able to have multi column

play11:26

layouts inside a multi column layout.

play11:28

Next is mentions and reminders.

play11:31

You can use the @ symbol to mention a page,

play11:33

a team member, or a specific date and time.

play11:36

When you mention a date, you can add a reminder,

play11:39

which will then send out the push notification

play11:41

on your phone

play11:42

and show up in the updates tab in the sidebar.

play11:45

The more you begin to use Notion,

play11:47

the more tasks, databases and pages

play11:49

you'll have to navigate between

play11:50

and links can help

play11:51

make connections between related pages.

play11:54

Simply copy a page link

play11:55

and paste it as a link to page

play11:58

inside the page you want.

play11:59

And if you want to have a link

play12:00

to page in line with text, then paste it as a mention.

play12:04

Every link creates backlinks automatically

play12:06

and they are dynamic,

play12:08

so they update themselves.

play12:10

If you want to share your Notion pages with others,

play12:12

you can invite users to specific Notion

play12:15

pages to collaborate on

play12:16

or you can toggle to share the web option.

play12:19

Everyone with this link

play12:20

will be able to view your Notion page

play12:22

just like any other website,

play12:24

and you can select

play12:24

if you want the link to expire in case

play12:27

of sharing sensitive information.

play12:29

If you allow editing,

play12:30

then any Notion user can edit the page

play12:32

If you allow comments,

play12:33

then people can comment on the page.

play12:35

You can allow people to duplicate your template

play12:38

to their own workspace

play12:39

and you can also allow search

play12:40

engine indexing,

play12:42

which will make your Notion

play12:43

page rank on Google search.

play12:45

The last part

play12:45

for the intermediate section

play12:46

is the Notion Web Clipper.

play12:48

This Chrome extension allows you to save any website

play12:51

or link directly to the Notion.

play12:53

In your Notion workspace,

play12:54

you want to create

play12:55

a gallery view database with a URL and a tag property

play12:59

which you'll use to collect,

play13:00

process and categorize your bookmarks.

play13:02

When you want to save a website,

play13:04

you simply click on the web clipper at the top

play13:06

and save it to your database.

play13:08

The content of the link,

play13:09

whether it's an article or a YouTube

play13:11

video, will automatically be embedded

play13:13

inside the Notion bookmark.

play13:15

As for the phone,

play13:16

the Notion wave clipper already

play13:17

comes built in with the Notion app,

play13:19

so all you have to do

play13:20

is just share a link to Notion.

play13:22

Now for the advanced sectio.

play13:24

We're going to cover synced blocks,

play13:25

link databases, relations and toll ups,

play13:29

progress bars, template buttons,

play13:30

recurring templates and API integrations.

play13:34

Let's start with synced blocks.

play13:36

You can sync Notion blocks

play13:37

from one page

play13:38

to another by either

play13:39

turning a block into a synced block,

play13:41

or creating a new synced block

play13:43

and dropping the content inside.

play13:45

Simply click

play13:45

copy and sync and paste it inside

play13:47

any Notion page you want.

play13:49

If you make edits inside

play13:50

the synced block,

play13:51

it will also change any instance of that sync block.

play13:54

If you want to make changes to a specific sync block

play13:57

without making changes to the others,

play13:59

then simply click on unsync.

play14:00

And just note that if you click unsync

play14:02

on the original synced block,

play14:04

then it will erase all the other synced blocks.

play14:06

A useful way to use this feature

play14:08

is to have a Notion page on your phone

play14:10

with a template button

play14:11

where you can quickly add new notes

play14:13

and have it sync to your main Notion dashboard,

play14:15

where you can organize

play14:16

the notes into tasks or projects

play14:18

when you're at your computer again.

play14:20

Next is linked databases.

play14:22

Either create a link database block

play14:24

and select your database,

play14:25

or copy the link of a database

play14:27

and paste it as a linked database.

play14:29

Any changes to the database

play14:31

entries or properties will be reflected

play14:33

in the original database, and any filters or sorts

play14:36

added to the linked database

play14:37

will only apply to that linked database.

play14:40

Now for relations and Rollups,

play14:42

one of the most important Notion features.

play14:45

Relations allow you to connect different databases

play14:47

with each other

play14:48

and Rollups

play14:49

allow you to pull specific information

play14:51

from one database to another.

play14:53

Here we have a project and task database,

play14:55

and each task needs to be connected

play14:57

to each corresponding project.

play14:59

So let's

play14:59

go ahead and add a relation

play15:01

property to the project's database

play15:02

and connect it to the task database.

play15:05

In the relation menu,

play15:06

you can choose

play15:07

if you want the property

play15:08

to be displayed on both databases

play15:10

and also what name

play15:11

it should have.

play15:12

Once the project database is connected,

play15:14

you can click inside of the relation property

play15:16

and choose the corresponding project.

play15:18

In the relation property,

play15:19

you can choose to show the relation property

play15:21

as its own section at the bottom,

play15:23

you can choose which properties you want to show,

play15:26

and you can also have the relation

play15:27

displayed as minimal,

play15:29

which works similar to how backlinks are displayed.

play15:31

Now that our databases are related,

play15:33

we can make use of the rollups property.

play15:36

In the task database

play15:37

we use checkboxes to see

play15:38

whether a task is completed or not.

play15:41

We can add a rollup to the project database

play15:43

showing the percentage of tasks

play15:45

completed for the specific project.

play15:48

So let's add a rollup property and give it a name,

play15:50

select the relation, select the checkbox property,

play15:54

and then choose to show the percentage

play15:56

of checked checkboxes

play15:57

and have it show as a progress bar.

play15:59

Now that we have the percentage of tasks completed,

play16:02

let's take this project

play16:04

and task management

play16:04

system one step further

play16:06

and add a progress bar.

play16:08

The first step is to identify what creative characters

play16:10

you want to use.

play16:12

You want both a solid

play16:13

and an empty version of the symbol.

play16:15

I'm going to be using the circles,

play16:17

but feel free to use

play16:18

any creative character from the progress bar

play16:20

cheat sheet in the description below.

play16:22

The progress bar consists of three pillars:

play16:24

Our solid characters,

play16:26

our empty characters,

play16:27

and the percentage.

play16:29

For the solid and empty characters,

play16:30

we will be using the slice function,

play16:32

which returns a segment of provided text

play16:35

depending on the start and end points.

play16:38

So first we have the actual text,

play16:40

in this case ten solid circles.

play16:42

Then you have the start point, which will be zero,

play16:45

and as for the ending point,

play16:46

we're going to use our percentage

play16:48

property multiplied by ten.

play16:50

So let’s go ahead and run our formula

play16:52

and make sure everything is working

play16:54

before we move on to the empty characters.

play16:56

For the empty characters,

play16:57

it's pretty much the same as the solids.

play16:59

So we're going to copy the formula, add a plus,

play17:02

and then paste the formula.

play17:03

Let's go ahead and replace the

play17:05

ten solids with the ten empties,

play17:07

and then for the empties,

play17:08

we want to use the percentage of tasks not completed.

play17:12

So let's subtract

play17:13

the whole percentage property by ten.

play17:15

And then let's also

play17:16

add a floor function in the beginning

play17:18

of the percentage property.

play17:19

Now just make sure to add another closing bracket

play17:21

and let's go ahead and run the formula

play17:23

before we move on to the last part.

play17:25

The last pillar of our formula

play17:27

is to display the actual percentage.

play17:29

First, we want to add a plus

play17:30

with a space inside of quotation marks,

play17:33

and then another plus.

play17:34

Then add a round function to the percentage property

play17:37

to get rid of any decimals, and multiply it by 100.

play17:41

Now we have to turn the number into text format.

play17:43

So add a format function in the beginning

play17:45

and close it off with a bracket.

play17:47

And then lastly, add a plus

play17:49

and then the percentage symbol

play17:50

inside of quotation marks.

play17:52

If you've entered in everything correctly,

play17:54

you now should have a working progress bar.

play17:56

Next, I want to cover template buttons.

play17:59

In the top right of a database next to New,

play18:01

you have a drop down arrow

play18:03

where you can create new template buttons.

play18:05

Let's create a template button for each time

play18:07

we have a YouTube related project.

play18:09

Let's give our template button an icon,

play18:11

and let's copy

play18:12

the link to the task database

play18:14

and paste it as a linked database

play18:15

inside of the template button.

play18:17

Now, under filters,

play18:18

we want to filter this database

play18:20

to this current template button.

play18:22

This will make it

play18:23

so that every time we click on this template button,

play18:25

it will add an icon and a self

play18:27

referencing task database

play18:29

showing all the tasks

play18:30

related to this specific project.

play18:32

We can also set the template button as default.

play18:34

So for example,

play18:35

in the task database,

play18:37

if we want to use a specific icon for a new task,

play18:40

then simply create the template button with that icon

play18:43

and set it to default.

play18:44

Now each time

play18:45

you add a new task,

play18:46

the icon will automatically be applied.

play18:48

Another amazing feature

play18:49

is recurring template buttons.

play18:51

So let's say, for example,

play18:52

you have a daily journal and a habit tracker

play18:54

which you use every day,

play18:56

on a calendar that is grouped

play18:57

according to the created time property.

play19:00

You can go into the template button

play19:01

and select the recurring template feature.

play19:04

You can repeat template buttons daily, weekly, monthly, or yearly.

play19:08

For the Daily Journal

play19:09

you want to have this template button

play19:10

create a new database entry

play19:12

every day at the specific time.

play19:14

So when you open up Notion in the morning,

play19:16

your new daily journal

play19:17

entries are already generated

play19:20

and waiting to be filled out.

play19:21

You can also take it

play19:22

a step further and add a line graph

play19:24

to visualize the progress of your habits

play19:26

throughout the month.

play19:27

I will be sure to leave a link to a video

play19:29

I've already made about this in the description below.

play19:32

Next, we have the Notion API.

play19:34

This allows us to create

play19:35

automated workflows between Notion and external apps.

play19:38

For example,

play19:39

you can sync a Notion calendar

play19:41

to your Google calendar.

play19:42

Or maybe if someone buys a product from your store,

play19:45

their information automatically gets added

play19:47

into a Notion database.

play19:49

The possibilities are endless

play19:50

and you can pretty much automate anything.

play19:53

The best thing about this is

play19:54

you don't need to know the code,

play19:55

you just need to use an

play19:57

Integration software such as Zapier or make.

play20:00

Firstly, what you want to do is connect the apps

play20:02

you want to use

play20:03

to the integration software,

play20:04

then set up an app trigger which starts the automation

play20:08

and then an action in another app

play20:10

which is caused by the trigger.

play20:12

I already have a full Zapier

play20:13

tutorial showing you

play20:14

how to connect Notion to Google calendar

play20:16

if this is something you'd like to explore further.

play20:18

Now that you know how to use Notion,

play20:20

you can play around

play20:21

and build your own custom system

play20:23

or you can grab my Life OS Dashboard,

play20:25

which is the dashboard I personally use.

play20:28

And if you haven't already,

play20:30

check out the video about my

play20:31

9 free Notion templates

play20:33

after giving this video a like

play20:34

and subscribing for more Notion content.

Rate This
β˜…
β˜…
β˜…
β˜…
β˜…

5.0 / 5 (0 votes)

Related Tags
Notion GuideProductivity ToolBeginner TipsAdvanced TricksOrganizationWorkflowTemplatesDatabasesSync BlocksAPI Integration