How I Organize My Life, Work, and Everything Else | Notion Tour 2023

Koi
16 Jun 202323:59

Summary

TLDRThis video script details a comprehensive life management system using Notion, a productivity app. The creator shares their experience with Notion Projects, emphasizing its top-down and bottom-up workflow for planning and adapting to changes. They introduce a template for organizing projects, tasks, and notes, highlighting features like AI autofill for summarizing notes and generating ideas. The script offers a glimpse into the creator's personal use of Notion for studies, YouTube channel management, and business operations, showcasing its adaptability and efficiency in various aspects of life.

Takeaways

  • πŸ˜€ Notion is a versatile productivity app used for various life aspects, including studies, YouTube channel management, and business operations.
  • πŸ“š The speaker is partnering with Notion to promote their new 'Notion Projects' feature, which enhances life management systems.
  • 🎁 A free template is being offered as a bonus for viewers, with the request to check out Notion and watch the entire video.
  • πŸ›  The script discusses the importance of managing both actionable items (tasks) and non-actionable items (notes) for stress-free productivity.
  • πŸ” Two key workflows are highlighted: 'top-down' for planning and 'bottom-up' for adapting to changes and integrating new tasks and ideas.
  • πŸ—‚οΈ The 'top-down' workflow involves planning projects with tasks and notes, while 'bottom-up' focuses on incorporating new tasks and ideas into the workflow.
  • πŸ“Š Notion's dashboard includes different views for projects, tasks, and notes, allowing for an organized and adaptable management system.
  • πŸ“… The 'Sprints' feature in Notion is introduced as a method to create focused, time-bound goals, leveraging the benefits of time pressure for productivity.
  • πŸ“ The 'CCC' framework stands for Collect, Clarify, and Calendar, which is a method to manage tasks and notes based on the GTD (Getting Things Done) methodology.
  • πŸ”‘ Notion's relational linking feature is praised for its ability to connect notes to multiple projects, simplifying the organization and retrieval of information.
  • πŸ€– The introduction of AI autofill in Notion is showcased, which can summarize key points, generate titles, and provide meeting takeaways, enhancing the efficiency of the management system.

Q & A

  • What is the primary function of Notion for the speaker?

    -For the speaker, Notion serves as a comprehensive productivity app that integrates various aspects of their life, including tracking studies, managing a YouTube channel, and running a business.

  • How does the speaker describe the 'top-down' and 'bottom-up' workflows in Notion?

    -The 'top-down' workflow involves planning projects by brainstorming tasks and researching notes, while the 'bottom-up' workflow is about adapting to changes and integrating new tasks and ideas into the existing workflow.

  • What is the purpose of the 'do not delete' toggle in the Notion template?

    -The 'do not delete' toggle is a warning to users not to delete the section as it contains important information such as the instruction manual, documentation, and databases that are crucial for the template's functionality.

  • How does the speaker categorize projects in the Notion dashboard?

    -The speaker categorizes projects using tags, such as 'school', 'business', 'Creator' for YouTube, and 'personal', allowing for easy organization and access to different types of projects.

  • What is the significance of the 'CCC' framework mentioned in the script?

    -The 'CCC' framework stands for Collect, Clarify, and Calendar. It is a method to manage tasks and notes by first collecting them, then clarifying their purpose and project association, and finally scheduling them in a calendar for focused action.

  • How does the speaker use the 'Sprint' feature in Notion?

    -The speaker uses the 'Sprint' feature to set clear progress goals and create a sense of urgency around completing those goals within a set time frame, which helps to improve focus and productivity.

  • What is the benefit of using the AI autofill feature in Notion according to the script?

    -The AI autofill feature in Notion provides a convenient way to summarize key points from notes, generate alternate titles for creative projects, and list actionable items from meetings, making it easier to review and act on information.

  • How does the speaker manage tasks and notes on their mobile device using Notion?

    -The speaker uses a 'collect' page in Notion as a widget on their mobile device to capture tasks and notes while on the go. These notes are then synced across devices and can be further organized when the speaker returns to their computer.

  • What is the 'breadcrumb trail' mentioned in the script, and how is it used?

    -The 'breadcrumb trail' is a navigation feature in Notion that allows users to easily move between different pages or sections of their dashboard. It is used to quickly navigate back to the main project dashboard or other sections.

  • How does the speaker use the 'active items' section on the Notion home page dashboard?

    -The 'active items' section provides an overview of ongoing projects, tasks, and Sprints. It allows the speaker to quickly see what they are currently working on and manage their workflow effectively.

  • What is the speaker's view on the importance of managing both action items and non-actionable items?

    -The speaker views both action items and non-actionable items, such as tasks and notes, as important to manage for stress-free productivity. Proper management of these elements is key to an effective life management system.

Outlines

00:00

πŸ“š Notion as a Life Management Tool

The speaker discusses their reliance on Notion as a productivity app for managing various aspects of life, including studies, YouTube channel management, and business operations. They express excitement about Notion's new 'Notion Projects' feature and offer a free template to assist viewers in setting up their own life management system. The speaker emphasizes the importance of productivity in terms of projects and tasks, and introduces the 'top-down' and 'bottom-up' workflow concepts within Notion, which allow for both planning and adapting to changes. They also showcase their management dashboard, which includes navigation to different dashboards and sections for daily tasks and active items.

05:00

πŸ“ˆ Project and Sprint Management in Notion

The speaker elaborates on the 'top-down' workflow by explaining how to use the project dashboard in Notion to plan and organize tasks and notes for projects. They demonstrate adding tasks with properties like assignees, due dates, and priorities, and how to move tasks between different stages of completion. The introduction of 'Sprints' is highlighted as a new feature, which allows for focused, time-bound project planning. The speaker guides through creating a Sprint, adding tasks, and tracking progress, emphasizing the effectiveness of this method for maintaining focus and meeting deadlines.

10:01

πŸ“ The Bottom-Up Workflow with Notion's CCC Framework

Shifting to the 'bottom-up' workflow, the speaker introduces the CCC frameworkβ€”Collect, Clarify, and Calendarβ€”as a method for managing tasks and notes. They explain the process of collecting actionable and non-actionable items in Notion, clarifying their purpose and project association, and scheduling them in a calendar for focused execution. The speaker also discusses the use of tags and relational linking in Notion, which allows notes to be associated with multiple projects, simplifying the organization and retrieval of information.

15:04

πŸ—‚οΈ Organizing and Summarizing Information with Notion's AI Autofill

The speaker explores the AI autofill feature in Notion, which can summarize key points from notes and articles, making it easier to review and compile information. They demonstrate how to use this feature to generate summaries for research papers, generate alternate titles for YouTube videos, and capture key takeaways and action items from meetings. This showcases Notion's capabilities in streamlining the organization and processing of information, enhancing productivity and efficiency in various tasks.

20:06

πŸ› οΈ Final Thoughts on Notion's Comprehensive Management System

In conclusion, the speaker reflects on the overall effectiveness of Notion's management system, which has been instrumental in organizing their life and running their business. They mention additional features of Notion, such as app integrations, task IDs, and automations, and provide links for further resources. The speaker also refers to 'Study Quest' as a comprehensive guide for building a study system within Notion, suggesting it as a valuable resource for students and creators looking to enhance their productivity.

Mindmap

Keywords

πŸ’‘Productivity

Productivity in the context of the video refers to the efficiency and effectiveness with which tasks are completed. It is the main theme of the video, as the speaker discusses using Notion as a tool to enhance productivity in various aspects of life, including studies, managing a YouTube channel, and running a business. The concept is exemplified by the speaker's excitement about the release of 'Notion Projects' and their personal workflow strategies.

πŸ’‘Notion

Notion is a productivity app that serves as the central tool discussed in the video. It is described as a 'glue' that holds the speaker's life together, indicating its integral role in organizing various tasks and projects. The video explores the features of Notion, such as the ability to track studies, manage social media channels, and run business operations.

πŸ’‘Workflow

Workflow in the video is the process or sequence of tasks through which a piece of work passes from initiation to completion. The speaker emphasizes the importance of having a well-defined workflow to manage projects with minimal stress. The top-down and bottom-up approaches to workflow are discussed, highlighting the need for both planning and adaptability.

πŸ’‘Templates

Templates in this context are pre-designed layouts or frameworks within Notion that users can utilize to organize their projects and tasks. The speaker mentions giving away their template for free to help viewers succeed in setting up their own life management system, demonstrating the utility of templates in streamlining productivity.

πŸ’‘Top-Down Workflow

The top-down workflow is a planning approach where projects are outlined from a broad perspective, breaking down into actionable tasks and necessary research. In the video, this concept is used to describe how to initiate projects like applying for law school, where tasks and notes are brainstormed and organized systematically.

πŸ’‘Bottom-Up Workflow

The bottom-up workflow is an adaptive approach where new tasks and ideas are integrated into an existing system. The speaker illustrates this with the unpredictability of entrepreneurial endeavors, emphasizing the need for a management system that can evolve with changing circumstances and new information.

πŸ’‘Projects

Projects in the video are individual endeavors or goals that require a series of tasks to be completed. They are a key component of the speaker's productivity system, with each project having its own page for planning, tracking action items, and noting important information. The script mentions projects like applying for medical school and starting a club.

πŸ’‘Sprints

Sprints in the video refer to a time-bound period dedicated to intensive work on a specific goal or set of tasks, often used in software development and project management. The speaker highlights the effectiveness of Sprints in creating a sense of urgency and focus, using the example of preparing an application for medical school.

πŸ’‘Tasks

Tasks are the actionable items or steps within a project that need to be completed. The video discusses how tasks are managed within Notion, using properties like assignee, due date, and priority to organize and track their completion. Tasks are a fundamental part of both top-down and bottom-up workflows.

πŸ’‘Notes

Notes in the video represent non-actionable items, such as research, ideas, or meeting minutes, that are important for reference but do not directly translate into immediate action. The speaker explains how notes are collected, clarified, and then related to specific projects, demonstrating their role in the overall productivity system.

πŸ’‘CCC Framework

The CCC Framework stands for Collect, Clarify, and Calendar, which is a method for managing tasks and notes from the bottom-up. It is based on David Allen's Getting Things Done (GTD) methodology and is used in the video to explain how to process and organize information effectively within Notion.

πŸ’‘AI AutoFill

AI AutoFill is a feature within Notion that uses artificial intelligence to generate summaries or titles based on the content of notes or tasks. The video showcases this feature by demonstrating how it can simplify the process of reviewing past notes, generating video titles, and summarizing meeting outcomes.

Highlights

Notion has been a go-to productivity app for organizing various aspects of life, including studies, YouTube channel management, and business operations.

Introduction of Notion Projects to simplify the creation of a life management system.

Providing a free template to assist users in getting started with Notion.

The importance of managing both actionable tasks and non-actionable notes for stress-free productivity.

Two key workflows: top-down planning and bottom-up adapting to changes.

Demonstration of a cozy and homey management dashboard with navigation to different dashboards.

Automatic daily task updates and the ability to change task status within the dashboard.

Use of 'Do Not Delete' toggle for important documentation and instructions within the template.

Project dashboard explanation, including planning and active project management.

Utilization of tags for categorizing different projects within the dashboard.

How to plan projects with dates, leads, and action items within Notion.

Linking tasks and notes to their respective projects for streamlined management.

Prioritizing and managing projects in the active area of the dashboard.

Sprint planning as a new feature in Notion Projects for focused and time-pressured work.

Explanation of how to plan and manage tasks within a Sprint to improve focus and productivity.

The bottom-up workflow using the CCC framework: Collect, Clarify, and Calendar.

How to collect tasks and notes into Notion and clarify them for organization.

Using the calendar to schedule and manage tasks for focused work.

AI autofill feature for summarizing notes and generating ideas, enhancing productivity.

Practical use cases of AI autofill for summarizing articles, generating video titles, and meeting notes.

Overview of the comprehensive management system in Notion, including studies, mental health, side hustles, and productivity.

Transcripts

play00:00

notion has been my go-to productivity

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app for the past five years it's the

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glue that holds my entire life together

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I use it for everything from tracking my

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studies to managing my YouTube channel

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and running my business so I'm super

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excited to partner up with notion again

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as they release notion projects which

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has made it so much easier to create the

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perfect life management system I know

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starting from scratch can be difficult

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so as a bonus I'll be giving away my

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template for free because I love our

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rookies and I want you all to succeed

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all I ask is that you check out notion

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and watch the entire video but before

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you jump into notion I want to talk

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about the intention behind this workflow

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for me I view productivity in terms of

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projects projects have action items or

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tasks and non-actionable items notes and

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all of these are important to manage if

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we want to work with as little stress as

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possible there are two workflows at play

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that make this happen I call them top

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down and bottom up top down is planning

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we know we have a project like apply for

play00:52

law school so we brainstorm which tasks

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need to be done and what notes need to

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be researched and stored bottom up is

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adapting you know having been an

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entrepreneur now for a couple of years I

play01:01

can guarantee that nothing ever goes

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according to plan random Flyers need to

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be put out a brilliant idea spawns from

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thin air that steers the direction of

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the business Mike has an emotional

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breakdown so our management system needs

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to adapt with us most new tasks and

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ideas come we integrate them into our

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workflow to stay organized and the best

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part is with notion we can do them both

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and we can do them well so here's my

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management dashboard I wanted it to feel

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cozy and homey which is why Misty Crete

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sets when we come home kind of like a

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puppy across the top is the navigation

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bar with links to four different

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dashboards that are included in this

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template projects Sprints Tasks and

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notes projects and Sprints are top-down

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workflow Tasks and notes are bottom-up

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workflow then a section for daily tasks

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where all of our to-do's scheduled for

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today appear and yes this automatically

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updates every single day and we can

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change the status of the tasks as we

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complete them like I did this this

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morning thank God this one I'm still

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working on but uh we'll get there the

play01:55

active items section shows an overview

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of our projects our Sprints and our

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current tasks I'll swing back to these

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later scroll down and there's a toggle

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called do not delete I know how tempting

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it might be when someone says don't do

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something the only thing that goes to my

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mind is I want to do it so bad that this

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is where I put the instruction manual

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the documentation all the dashboards and

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the databases that run this template so

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if you delete this you're gonna break it

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you've been warned and then some

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Shameless self promo at the bottom join

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our Discord Community by studyquest yay

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okay moving on so starting with the top

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down workflow is the project dashboard

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there are two sections in this dashboard

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we have plan and active use the plan

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area to plan out upcoming projects I've

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categorized different projects by tags

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so if I have an upcoming school project

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like I don't know apply for medical

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school a lot of that here use the plus

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new or maybe I have to start an org or

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club for school I also have tags for my

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business which I called work and also

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Creator stuff on YouTube if you want to

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make more tags you can just click on the

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plus to the right of no tags here and I

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can add a new group I'll probably have

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one for personal

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and then let's move this over here like

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that

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personal projects might be

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file taxes you know

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summer bod 2023 level up my Riz game

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projects can be tagless it didn't really

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fit into any one of these categories

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like I'd probably move level up my Riz

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game to no tags because it's not

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strictly for me it's also for my

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crippling and security inside each

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project page we can continue to

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brainstorm from that top-down approach

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so hover your cursor over the project

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click on the pencil to edits I can add a

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lead who is in charge of this project

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maybe this will be me I can plan out an

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expected date for this project including

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an ending if I know it by hitting add

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dates let's say this is going to start

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today I'll hit on this toggle for end

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date to give a date range and let's say

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that applications open up on the 1st of

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June which I think they do

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um but I always like to keep myself a

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little bit of a buffer because let's be

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honest I'm probably going to

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procrastinate a little bit so I'll

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choose June 3rd and I'll X out and there

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you go we can see a date range for this

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project now let's open up the project

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page here into a full screen and I'll

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have an area where I can outline my

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project and I can describe my project

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here Maddie is going to apply for

play04:14

medical school again

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now I can also start adding action items

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or tasks to this project under the task

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projects area the three emojis here

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stand for not started yet in progress

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and then complete and this one over here

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stands for recycle or archive we don't

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really need to see so I'll start adding

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some tasks

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this is a super simple tracking system I

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can just click and drag items across as

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I complete them in progress and then

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finished we can even get more specific

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and add some properties to these tasks

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too so I click on the edit again and

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I'll open this and decide Pete this time

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like who's going to do this tasks

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probably has to be me I can choose a

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date for this task let's say that my

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MCAT is going to be in two days on

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Friday and I can choose priority for

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this task this is going to be a high

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priority task if I need to take any

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notes specific for this task I can also

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add notes Here

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let's close out of here whenever I need

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to take notes for this project for

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research or ideas or meetings or

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anything I can simply click on add notes

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and make a new note

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studies schedule for MCAT I'll click on

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plus new and it'll create a new note for

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me and it'll appear right here cool the

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great thing about this notion projects

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workflow is that everything in this

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template already comes pre-linked so all

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the tasks and all the notes that I make

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when I'm inside of this project page

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that are already pre-linked to the

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project so I don't have to mess around

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with these properties making relations

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and formulas and stuff it's super

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convenient so let's go back to the

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project dashboard I'll use the

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breadcrumb trail the top of the screen

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to go to my Cajun koi manager page and

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I'll go back to my projects here so as

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you can see there are a lot of projects

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that I have planned that I really want

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to do that'd be nice but that doesn't

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always mean it's the right time to do

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them so pick the projects that are most

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important to you right now and

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prioritize them it's all about intention

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that's why it's always a good idea to

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add priorities to these projects so we

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know which ones are more important and

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once you're ready to begin a project all

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you have to do is click and drag that

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project down to the active area into the

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in progress area just like that

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and now my application for medical

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school is in motion I can see the

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priority for it I can see what category

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of my life it applies to this is school

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I can see who charge of this project

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especially useful if you're working on

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teams and I can also see how close to

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complete this project is and that

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relates to how many tasks I put into

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this project and so there are four tasks

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in this apply for medical school project

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as we can see and only one of them is in

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the done area and that's why this says

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25 there are also a few other views in

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the active section if you prefer to see

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all of your projects in a table like

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this you can click on the active View

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and we can just see pretty much the same

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information but it's organized by in

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progress in tables like this timeline

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view is also really cool if you want to

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see all your projects in a timeline like

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this and you kind of just see how they

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stack against each other going over the

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all tab you'll see every single project

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that you have either planned completed

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or archived the last view mind will show

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you all of the projects that you are

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assigned to this is again especially

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useful if you're working on teams like I

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do alright so now let's move over to

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Sprint planning which is my favorite new

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feature with notion projects I've always

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loved to work in Sprints in medical

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school we get dedicated weeks to study

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for boards and for clinical exams this

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style of work leverages

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time pressure when we set clear progress

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goals and create a sense of urgency

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around completing that goal our brain

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focuses so much better this is why

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techniques like Pomodoro and task

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prioritization are so effective and

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honestly it's why Sprints have become so

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popular lately with the whole dopamine

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detoxing and monk mode craze and it's

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definitely a tool I've been using a lot

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to improve my focus so let's plan out a

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Sprint in the Sprint dashboard and I'll

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use that example again of getting my

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application ready for medical school so

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in the Sprints dashboard I'll first go

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to my all view to see all of my current

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or upcoming Sprints that are planned

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I'll begin by renaming this for Sprint

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to apply for medical school I'll choose

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a date range for this Sprint we already

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said that this is going to be up until

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the June 3rd next we'll start adding

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some tasks to our Sprint over in the

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Sprint planning view now I can see my

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current Sprint and a toggle and my next

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Sprint and another toggle I'm just going

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to collapse this because we're focused

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on this current Sprint and if I scroll

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down to this backlog area it's going to

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show all of the tasks in this template

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and what I'm going to do now is I'm just

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going to check the boxes for all of the

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items that I want to include in the

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Sprint now the really cool thing is I

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can include tasks from any project or no

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project at all into this Sprint so I

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definitely want to include all of these

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tasks that are related to apply for

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medical school but maybe in this

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upcoming Sprint I'm also going to need

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to get ready for this trip I have coming

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up I'm also going to want to add all

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these tasks related to this trip that

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I'm taking to New York next month with

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Mike maybe I'll throw this into the

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Sprint too because she can't wait

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forever right now I'm just going to

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click and drag all of these items into

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that current Sprint I can click on

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remove sorting because I don't really

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care about bats now all of these tasks

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regardless of which project they came

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from or if they had any project at all

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are part of the Sprint if I go back to

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my all view I can see all the total

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tasks in each Sprint I can see my

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completion rate which is how many those

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tasks have moved to the done area and

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then my favorite thing is to go back to

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the current Sprint View and I can see

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all of the tasks in this current Sprint

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that I'm in and I can just manage it

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directly from here I can just click drag

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things to move them along as I finish

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them

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like so and as I click and drag these

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tasks over in all of the different

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projects that I'm working on

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until I complete them all all of my

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tasks have been complete my progress bar

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is 100 filled up and I'll just click on

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complete Sprint a pop-up will come up

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I'll see a quick summary of my results

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if I completed all the tasks and then I

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can click this button to complete that

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Sprint and then begin my next one

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my current Sprint changes to the next

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Sprint that I had planned if I go back

play10:03

to the all Sprints view apply for

play10:05

medical school is now in the past that

play10:07

was when I completed that Sprint I

play10:09

really love this Sprint workflow because

play10:11

of how focused it is on action and it's

play10:13

not just organizing and planning things

play10:14

for the sake of organizing and planning

play10:16

things this has been really useful not

play10:17

only for school but in my business where

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Mike and I have dedicated Sprints to get

play10:21

projects done get YouTube videos done

play10:22

and stuff like that all right let's move

play10:24

on now to the bottom up workflow the

play10:25

bottom-up workflow utilizes our CCC

play10:27

framework which stands for collect

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clarifying calendar and it's Loosely

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based off of David Allen's GTD we first

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collect Tasks and notes into notion and

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then we clarify them to know which

play10:38

project they belong to and finally we

play10:39

put tasks into our calendar to stay

play10:41

focused I made an entire video about

play10:43

this framework so definitely check that

play10:45

out for a deeper dive but starting with

play10:46

collect we're constantly bombarded

play10:48

throughout the day with information from

play10:50

notifications reminders Revelations

play10:52

media obviously not all that stuff is

play10:55

important but for the stuff that is we

play10:57

collect them into notion so we don't

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have to rely on our brain to remember

play11:00

them because let's be honest it kind of

play11:02

sucks at that so action items go over to

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our task dashboard and non-actionable

play11:07

items go over to our notes dashboard and

play11:09

in each dashboard there's a link to a

play11:11

collection page my favorite super hack

play11:13

and notion is using multiple tabs at the

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top left next to the breadcrumb trail I

play11:18

can click on this to make a new tab

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it'll duplicate the current page that

play11:23

I'm in and now I can just use command 1

play11:26

and 2 to switch between these two tabs

play11:29

like so and in the second tab I'll have

play11:32

this phone collect Page open so that's

play11:35

whenever I need to collect any

play11:37

information whether that's a new task I

play11:39

can use this new button right here to

play11:41

collect a new task or I can use this

play11:43

button right here to collect a new note

play11:44

and then I can just use command 1 to get

play11:46

back to the page I was currently on so a

play11:48

new thought comes to mind command two

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flip over here I can click on plus new

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to add a new task

play11:57

now if you're wondering why it says

play11:58

phone it's because this page is also the

play12:01

one I use as a widget on my phone to

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collect stuff if I'm out and about and

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I'm not at my computer so if I'm waiting

play12:06

in line at in and out or something and I

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suddenly realize I need to subscribe to

play12:10

Keyshia Co Academy and like this video

play12:12

boom done or maybe I'm at the gym you

play12:15

know warming up with an easy 225 bench

play12:17

and I get an amazing idea for a YouTube

play12:19

video I can collect that too notion

play12:21

syncs everything across devices when I

play12:24

get home later it's already waiting for

play12:25

me I literally have no excuse now not to

play12:28

collect my thoughts step two is clarify

play12:30

we have to decide if the stuff we

play12:31

collected is worth keeping and where it

play12:34

belongs let's start off with tasks I'll

play12:36

use command 1 to go back to my task

play12:38

dashboard here and we'll see that there

play12:40

are two database views here actually the

play12:42

task inbox is at the top an inbox is

play12:44

basically just a place that we collect

play12:45

things and then underneath that we have

play12:47

our task calendar so to clarify these

play12:50

tasks all I'm going to do is fill in the

play12:52

properties here with notion projects

play12:54

this workflow is actually also great if

play12:55

you're working on a team or in a group

play12:57

like I would probably just assign all

play12:59

this stuff that I didn't want to do over

play13:01

to Mike here's another Pro tip if you

play13:03

click and drag on that circle at the

play13:05

bottom of a cell you can copy that cell

play13:07

uh vertically to as many tasks as you

play13:10

want and for all of these other tasks I

play13:12

would just delegate them to people on my

play13:14

team and that way I don't have to do any

play13:16

work and I can focus instead on building

play13:18

hovercrafts in terms of the Kingdom

play13:20

choose a priority for these tasks low

play13:22

medium or high

play13:24

do you want to get more

play13:25

compartmentalized you can even tag each

play13:27

of these tasks with something specific

play13:29

the defaults and notion projects are

play13:30

mobile website and Improvement these

play13:32

obviously are more relevant if you're

play13:33

working on like a product development

play13:35

team but as a student you can make your

play13:37

own tags make my own tag and click on

play13:39

create to make your own tag for them and

play13:41

if any of these tasks like study for

play13:43

exam here is related to a project I can

play13:45

click on the cell and I can find the

play13:48

project that it's related to like apply

play13:50

for medical school and I can that

play13:52

project there now by default I have some

play13:54

filters up here that you can see that if

play13:56

any project is assigned to these tasks

play13:59

or if a due date is assigned for these

play14:02

tasks a due date meaning I put it into

play14:04

my calendar then it's going to disappear

play14:05

from inbox after clarification moving on

play14:08

to step three is now to put them into my

play14:10

calendar so I know when I'm going to do

play14:11

them and to do that all I have to do is

play14:14

click and drag the tasks that I want to

play14:17

do from the Inbox and into the proper

play14:21

date in my calendar so if you want to do

play14:23

that one today I can move it there if I

play14:26

want to do any of these tasks or

play14:28

multiple of them on the same day just

play14:30

like before I'll use the check boxes and

play14:32

then I'll click and drag these into

play14:34

tomorrow like so I can also just

play14:36

rearrange tasks when I want to do them

play14:38

right here in the calendar by clicking

play14:40

on tasks and moving them around and

play14:42

we'll also be able to see the status of

play14:44

the task whether it's completed whether

play14:45

it's not started yet I can also see

play14:47

which projects it's related to I can see

play14:49

its priority and I can see who is going

play14:51

to do those

play14:52

a few more useful views in this database

play14:55

here if you want to see all your tasks

play14:57

by project click on it by project View

play14:59

and we'll be able to see all of the

play15:01

tasks that have no project at the top I

play15:03

can close this toggle I can see all of

play15:05

my tasks related to trip to New York I

play15:07

have planned I can see all of my tasks

play15:09

related to this YouTube video and then

play15:11

all of my other projects here completed

play15:13

tasks view pretty self-explanatory it

play15:15

just shows all the tasks that I've

play15:16

already completed something I like to do

play15:18

in here is a periodic Purge so I'll

play15:20

click on this check box up here to

play15:22

highlight all of my tasks and I will

play15:24

delete them from my knowledge base last

play15:26

view all tasks probably not that useful

play15:28

but it'll show you all the tasks in this

play15:30

template all right let's pop over to the

play15:32

notes dashboard to clarify our notes now

play15:34

I'll go back to the Cajun koi manager

play15:37

and click on notes the notes dashboard

play15:39

only has one database with two views so

play15:41

it's a lot simpler the first view is for

play15:44

recent notes which doubles as my notes

play15:46

inbox and all my recent notes because I

play15:48

have them sorted by last edited time to

play15:50

clarify this inbox click on the pencil

play15:52

icon next to these notes add tags to my

play15:55

notes this distinguishes like what type

play15:56

of note it is I can click on ADD tags

play15:59

this is an idea then I can also relate

play16:01

this note to a project if it exists in

play16:03

one so I can add a project here this is

play16:06

actually a new YouTube idea so I'm going

play16:08

to create a new project here probably

play16:10

jacked in 30 days and I'll create a new

play16:13

project for this note something that I

play16:16

really love about notion is the

play16:17

relational linking and what I mean is

play16:19

that any note can be a part of multiple

play16:22

projects so unlike in Mac finder where

play16:25

I'd have to make a copy of a file and

play16:27

then put it in two different folders in

play16:29

notion I can actually just link OneNote

play16:31

to multiple projects so let's say that I

play16:33

want this get jacked in 30 days YouTube

play16:35

video note that I have to be in multiple

play16:37

projects I can actually just link

play16:39

another project here like my one arm

play16:41

pull-up Challenge and now we'll see that

play16:44

this note lives in both of these

play16:47

projects I can open the project to show

play16:49

you that's right here that note lives in

play16:52

get Jack days and it also lives in my

play16:56

one-arm pull-up challenge I absolutely

play16:58

love this feature because it makes it so

play17:00

much less stressful to clarify notes and

play17:02

think where should I put this note

play17:04

because I can put it everywhere or I can

play17:06

put it nowhere so as you can imagine if

play17:07

you collect a lot of notes and ideas

play17:09

you're probably wondering how on Earth

play17:11

are you going to find any of your notes

play17:13

if they're all in this one database

play17:14

don't worry I got you that's what

play17:16

filters are for it's like online

play17:18

shopping you can filter it by different

play17:19

tags we can filter it by who created the

play17:21

note especially useful again if you're

play17:23

working on teams and if you're still

play17:24

unable to find that note there's a

play17:26

search feature right here this

play17:28

magnifying glass next to sort and I can

play17:30

search for the note in this database

play17:33

probably should have started off with

play17:34

that one the second view in notes is the

play17:37

project view again just like the task

play17:39

projects view this one just shows all of

play17:41

our notes by the project that they're

play17:43

related to and just like that all of the

play17:45

notes that needed to be clarified and

play17:47

stored into the right projects have been

play17:49

done and I can easily find them whenever

play17:52

I need to the that's how the CCC cycle

play17:54

is used for bottom-up management and

play17:56

notion the whole idea is to simplify the

play17:58

process of managing but keep it flexible

play18:00

so I always know what are the next steps

play18:03

to move my project so now I want to show

play18:04

you how I use the home page dashboard to

play18:07

maintain my entire life management

play18:09

system so in the active items area I can

play18:11

just get a quick overview of the ongoing

play18:13

projects I'm working on or the tasks or

play18:15

any Sprints these are just the same

play18:17

views that we've already seen from these

play18:18

dashboards but I also want to highlight

play18:20

a unique new feature that notion just

play18:22

dropped that's very very cool called AI

play18:25

autofill I'll give a few cool use cases

play18:27

for autofill here first as a student

play18:29

oftentimes I had to read research papers

play18:31

and articles and stuff mostly from

play18:33

online resources nowadays and if you're

play18:35

anything like me I like to take

play18:36

reference notes as I go through articles

play18:38

or I'll grab highlights directly into

play18:40

notion from read wise on my Kindle and

play18:41

stuff like that it's really easy for me

play18:43

to get notes into notion but something

play18:44

that I struggle with is when I come back

play18:46

to something that I read in the past I

play18:48

have to try and figure out what that

play18:49

chicken scratch was that I wrote but

play18:51

with autofill that problem is pretty

play18:52

much gone so switching over to task view

play18:54

here here is a paper I'm working on

play18:56

about how memory works and all of these

play18:59

different tasks are actually different

play19:00

articles that I've read and I'm going to

play19:02

have ai autofill summarize key bullet

play19:04

points for each of these articles so I

play19:07

don't have to go into them so let's go

play19:08

over and add a new property here with a

play19:10

plus icon I will choose submarine AI

play19:13

which is a new beta feature and what I'm

play19:15

actually going to do is I'm going to

play19:16

edit this property because I want to

play19:17

enter my own custom prompt in so I'll

play19:19

click on summary AI edit property

play19:23

and I'll change this summary type

play19:25

from here to a custom autofill

play19:29

and let's ask this to list the top three

play19:33

takeaways

play19:35

from these notes in bullet point format

play19:39

and explain it simply because I'm lazy

play19:43

I'll use this to try on this View

play19:46

and save changes and so sick AI is now

play19:49

summarizing everything that's inside of

play19:51

these pages right from the front and I'm

play19:53

going to wrap this column so we can see

play19:55

it better it's given me three bullet

play19:57

points and then summarize the article so

play19:59

I don't have to go back in I'll go down

play20:01

I wanted to summarize these ones as well

play20:02

let's update this

play20:05

so cool

play20:08

and let's do for this last article as

play20:11

well

play20:12

let's update it

play20:13

boom just like that

play20:16

and so if I'm compiling resources for

play20:18

paper I'm writing or a project I'm

play20:20

working on I can get quick summaries

play20:22

just from this overview page so next up

play20:25

as a Creator one of the most important

play20:26

parts of youtubing is coming up with

play20:28

catchy or viral titles for my ideas

play20:31

because what I found is that ideas are

play20:33

really only as good as their packaging

play20:34

so let's go back to the projects view

play20:36

here and in my planning area I'm going

play20:38

to look at some ideas that I've had for

play20:40

YouTube videos and I'm going to have ai

play20:42

generate some alternate titles for me so

play20:44

let's go over to the summary AI area

play20:46

again I'm going to edit property again

play20:49

I'm going to try a custom

play20:53

autofill and let's ask AI this time give

play20:56

me a bullet list of alternate viral or

play21:01

catchy titles or a YouTube

play21:05

and I will try it on this View

play21:08

save changes I'm going to turn on auto

play21:10

update as well so that's if I change

play21:12

this title it's going to give me

play21:15

different ideas again

play21:17

you can go ahead and wrap this up so we

play21:19

can see what it did 30 days of gains 30

play21:21

days to a stronger body mastering the

play21:24

art of Riz Riz like a pro hmm some of

play21:27

these are actually kind of funny but

play21:29

anyways let's see what happens if I

play21:30

change this idea from 30 days

play21:33

checked video challenge let's see how AI

play21:37

auto updates this to be the summary just

play21:39

Auto updated because I changed the name

play21:41

of this project and finally as an

play21:43

entrepreneur I do unfortunately have to

play21:45

take a lot of meetings nowadays and

play21:47

during meetings I like to jot down all

play21:49

the deliverables and follow-ups that my

play21:50

team has to do or that Mike and I have

play21:52

to do but for some reason immediately

play21:54

after the meetings are over I forget

play21:55

everything that we just talked about and

play21:57

what I can do is just have ai summarize

play21:58

for me in bullets again actionable items

play22:01

from my meetings so here's an example

play22:03

one of our ongoing projects right now is

play22:05

to redesign the Cajun koi Academy

play22:06

website and it's something really epic

play22:08

we're going to have a profile picture

play22:09

generator we're gonna have skill trees

play22:10

we're gonna have a lot of really cool

play22:11

stuff and we've been working with a

play22:13

design team and so what I can do I will

play22:14

go over to my summer AI area once again

play22:17

let's edit this property I'm going to

play22:19

choose another custom prompt this time

play22:21

summarize in a bullet list the key

play22:25

takeaways

play22:27

and action items let's try it on this

play22:30

View

play22:32

save changes I'll X out again and now if

play22:35

I go down to my meetings over here I can

play22:37

click on this update button and it

play22:39

should update with that new prompt let's

play22:40

see what it gives me

play22:42

so it gives me some key takeaways what

play22:44

we talked about in our meeting and our

play22:46

action items I can do this for the next

play22:48

one as well

play22:49

takeaways and action items looking great

play22:52

and then one more time I'll update this

play22:55

last one here

play22:57

boom very very cool so having AI just do

play22:59

a summary for me super useful if I come

play23:01

back to this task even days or weeks in

play23:03

the future I'll not have to go through

play23:05

my notes again and I'll always see the

play23:07

ongoing action items for this task and

play23:08

that's a taste of my management system

play23:10

in notion it's been incredibly effective

play23:12

for me to manage not only my life but

play23:14

also to run my business with Mike check

play23:16

out notion projects I barely even

play23:18

scratched the service here with the new

play23:19

cool stuff they rolled out like more app

play23:20

Integrations task IDs and automations

play23:22

links to everything including this

play23:24

template will be in the description but

play23:26

I do want to mention that this template

play23:28

it's really just one small part of our

play23:30

overall management system because of

play23:32

students and creators we also need to

play23:34

manage our studies our mental health our

play23:36

side hustles along with our productivity

play23:38

so if you're interested in our ultimate

play23:39

notion workstation that also comes

play23:41

complete with a full guide for building

play23:43

a study system and then putting it all

play23:45

together you should definitely check out

play23:46

study quests this right here is a great

play23:49

introductory video into what it is we've

play23:51

just gone through a massive update and

play23:52

overhauled a study Quest so this video

play23:54

is a little outdated but it still has a

play23:57

lot of value so I'll see you there

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