Powerful integrations. Explore. Notion templates are made to help you boost your productivity and organize both your personal and professional life. Update Your Budget Worksheet Weekly So, let's look at how I use it. Without a system, it can quickly get overwhelming. This is because administrating a project requires you to keep track of a tonne of information in different formats: important tasks, long-term goals, strategy brainstorming, admin details, historical progress, etc. A good template will allow you to get started with Notion quickly and easily. After purchase, you'll get access to the Notion template immediately. It's truly a blank slatemake it your own. Lets dive in: how to use Notion. Click the dotted icon and hold to drag the text anywhere on the page. The main idea of putting the content of all the subjects I have studied in Notion is mainly founded on two principles: storing information for future use and organizing the content in an orderly manner. All service-based business owners, freelancers, and social media managers know that theres a lot that goes on behind the scenes before you present your deliverables. The properties you put in above are the properties you can use to filter in this step. Notion template for freelancers and small business owners, Freelancer and Social Media Manager Notion Template. Today I'm sharing how I use my favorite project management tool Notion in my photography business to stay on top of content planning, projects, and press. Social Media, Instagram, Instagram Challenge, Tips. Now there's been a lot of cute Notion show and tell's on the internet lately that have crazy custom imagery and layouts but frankly I'm all about keeping it simple. (62) I had no notion of what her words meant (63) He has a notion that I'm cheating him. Touch device users, explore by touch or with swipe gestures. Evernote - For taking notes for projects and client meetings. Youve created your first page. Personalise your space by adding stock or your own images to pages. So its clear from one look over my calendar what content is coming up, whats written and scheduled and whats still waiting to be written. So this blog post youre reading was written fully in my Notion content calendar in an event on the 29th of April! Ill wait for you here. Take a look at this transactional email swipe file, created by Deb Mukherjee for Wonderment. When she's not writing for work, she's blogging about self-care and productivity. The properties you select will be added to every single new task created in this database. Most of us started experiencing this issue when we had a million different apps. If youd like to add data points, click Add a property and youll see the below, where you can change the name (currently Property), and choose the data type youd like (from basic text to a formula). Embedding is very simple. Priority to indicate how close the client is to closing. The Comprehensive Guide. Content marketing isn't just about writing stellar content that captures people's attention. If you don't, try Zapier's Chrome extensionit'll let you send entries straight from your web browser to your content bookmarks database. Status to show where they are in your buyer's journey. Business organization is one of the best things Notion can give you, so if you are someone that is currently feeling incredibly overwhelmed by all the platforms and programs you're using within your business, Notion may be a great software to explore to help create a more seamless and simple management system. Similar to the monthly pages I also have quarterly pages that include my quarterly goals and a list of things I want to do that quarter. To create your first dashboard, follow these steps: Congratulations! 5. How to Use Notion: Creating Your First Dashboard When you look at Notion, you'll see a beige/cream-colored section on the left. In this article, Im going to give you the beginners guide to Notion: how to use Notion, how to customize your dashboards, and how to make it everything you ever hoped for in your life and business. I love it! Notion has the capacity to replace several organization and productivity apps. For instance, you can use Notion to take notes, track your progress, create a mood board for art, and organize project details. How I Use Notion to Run My Business with My Business Owner Planner Template Notion, Organization, Small Business Owners filed under: If you consider yourself to be blessed (but mostly cursed) with a type A personality, like myself, then you know the importance of a thorough and practical organization system. Much like with the columns, the sidebar displays a six-dotted icon and a + icon when you hover over it. Here's what it looks like once you start building your collection: You can add links manually as you come across them if you always have your Notion page open in a tab. Ill, again, start with a screenshot of my Notion page for my business to walk you through a few examples. Delaney Mann is a marketing strategist, small business enthusiast, and wellness lover. My other planning pages include a wee shopping list of all the creative supplies and books Id like to buy in the future when I have some spare spending money. If you create something like this internally, your team can then quickly scan through examples for inspiration. It is available for download in iOS, Android, Mac, Windows, and as a Web Clipper on Firefox and Google Chrome. these helpful Notion video guides. Notion is an awesome productivity and note-taking tool I'm a tiny bit obsessed with it. One of Notion's key strengths is project management. How I use Notion for projects. Get productivity tips delivered straight to your inbox. One of the reasons the developers have not upgraded the security is that it will impact the speed of the application. In doing so, it is putting a 6-year-old productivity app in the spotlight. These cookies do not store any personal information. I have one main planning page I use and then I have some others that I dip in and out of depending on the time of month. What is Notion. You can get Notion for yourself here. It takes the learning curve out of Notion and lets you get right to work. The resource has two benefits: it encourages people to think about data privacy, and it helps position Enzuzo as a leading tool in the privacy management space. Due to the pandemic, in-person meetings have been replaced by Zoom or Microsoft Teams calls. You'll have an exact clone of your Notion doc living on the web for anyone with the link to access. Isn't it pretty? You can link to files using Google Drive or Dropbox, embed Figma projects and Invision boards or even sync your Trello boards to update in real time. Collect screenshots, organize your swipe file by categories, and provide expert insights into why each example works. i use notion to organize my personal life and also run our businesses with the team. Build a swipe file filled with solid examples of best practices in your industry. Notion has been doing the rounds a lot recently in the creative community. Variety of Notion templates to help you lay the foundation. 27 Google Sheets add-ons to supercharge your FreshBooks vs. QuickBooks: Which is better? Pinterest. When you look at Notion, youll see a beige/cream-colored section on the left. A design repository? Funding OS | The Notion tool for raising venture capital Funding OS is a tool that helps you to acquire and manage venture capital for your upcoming project or current business. Notion works like a Wiki for your business. Notion's ease of use is one of its hallmarks. This is a copy of my client content calendarI've just swapped out the names of my real clients and titles. Conclusion: How To Use Notion As A Content Creator Notion is a wonderful free tool for content creators. After this Notion 101 class, youll be a pro. The kit consists of a built-in Notion system populated with questions, examples, tips, tools, and tons more - jam-packed with over 40+ ready-to-use Notion business templates! The second one is a calendar that I use to put in my class schedule. Trying to get organized? (66) I tried to disabuse him of that notion. Things 3 is my go-to app for ensuring I keep on top of tasks. Tweak those to fit with the type of project you're working on. It allows you to write, plan projects, create task lists, and get organized all on a single platform. (I never promote tools I have not used myself). Once I finish writing Ill tag it as written and once Ive scheduled it to post Ill tick it off. Small Business Manager. Columns are a great way to group text and visuals together without having to create a database or table. This will open up a blank entry that you can use to create your template. Type of task (like administrative vs. writing, for example), Attachments (a place to embed any resources youll need to reference for this task, for example). Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Notion.so has become my hub for all things. Some of these apps include Trello ($5 per month), Pipeline ($5 per month), and Evernote ($7.99 per month) as well as apps like Dropbox and Box, Confluence, and Github Wiki. The tool supports you in all steps of the process. Make it as easy as possible for someone to get value from your swipe file. Works across various devices. It's usually the small details that help you deliver outstanding results and service, but those details often live in your head, or in a tiny notes box in your CRM. Imagine if google drive and a bullet journal had a baby, that's essentially what we're getting here. 6. (Notion Team) "We use Notion as the brain and hub for our entire business, incorporating everything from our ATS processes [automatic transfer system] to our sales CRM software [customer relationship management]. It is a collection of "canvases" (known as "pages"), which you can individually configure to collect and display information in the way that suits you best. Think of your team resource center as a hub for everything that you and your colleagues need to work at your best. Hover your cursor over the text youd like to make a column until the six-dotted ::: and + icons appear next to the text. It has gained great popularity in recent years. Here are some ideas to get you started: When you're ready to go public, create a Gallery view for your database. I help you simplify your life, define your goals and make time for your passions.\r\r\rD I S C L O S U R E: \rThis video was not paid for or sponsored. From the template page, click on the Duplicate link (top right-hand of the screen) to copy to your account. Notion is an all-in-one workspace to build wikis, share documents, take notes, manage workflows, and get organized in a single hub. Notion is a workspace that adapts to your needs. Store strategy documents, ideas, recommendations, and templates in one placeso you all have access to what you need, when you need it. You can call Notion a note-taking and idea-organizing platform, like a lot of Notion alternatives, but it's also so much more than that. Here's the list: Top Notion Customers 1. Unlike some of the other productivity software options out there, its a bit of a blank slate. 3k followers Use these properties to create filters that help you look at your reading list more strategically. This is also wonderful if you work with a team or have contractors, as you can direct everyone to one place to find great content to link to. Your tasks will automatically reorganize accordingly. 6. It will give you options there to add embeds like Figma, Tweets, GitHub Gists, Google Drive, Miro, and more. I found I forget to update trackers and yearly calendars that are in the beginning of my bullet journal just because I have to flick back all the time. You can do this several ways using Notion by creating another table or a board view that highlights how much you are making versus how much you are spending based on your transaction data. If youve never used Notion before, click here to create an account and come back. You also have the option to opt-out of these cookies. But thats what Im here to help you do today. Click that, and now in the main sidebar menu, you should see the "Shared" section and your portal nested within that. (Thanks to integrations with other tools like Figma and Google Drive, youll be organized all in one place in no time). Please pardon our dust. But before we start, make sure that you have complete sample data in all properties of your Notion databases and connected all relations. This is where the Notion App comes into play. Formats text and headings, etc for seamless copy and paste. Turn your Notion workspace into an information hub, Generate items in Notion databases with new triggers of Zapier Chrome extension, Send new WordPress posts to Notion databases. Notion is an app that will change the way professionals organize everything by bringing all the tools that theyneed to one place. It is not simply a note-taking app, but a full-fledged productivity tool. As weve touched on, the sidebar is the beige/cream-colored panel that allows you to move effortlessly between dashboards and other pages. Ill break down a list of the main ones for you here: As youll see in the ALL TASKS THIS WEEK section of the screenshot above, there is a dynamic Kanban-style board. . Sync data across tools seamlessly, use rules to filter out irrelevant information, and map fields so everything ends up exactly where it needs to go. As you can see on my business dashboard, *some of it you cant see in this screenshot* I use a combination of features (beyond headers) to bring my business Notion dashboard to life. Now you have completed Notion 101 and know a bit more about how to use Notion. To create a database template, follow these steps: Navigate to the database where you want to create the template. Click on either icon to begin rearranging, moving, editing, and fully customizing your control center. It's easy to move cards from one stage to another in just a click. But opting out of some of these cookies may affect your browsing experience. Filter and sort data in a few clicks Display databases anywhere in the workspace "Notion is the best thing that happened to small businesses since Spreadsheets." If you still feel a bit lost, try a beginner-friendly Notion template. use "notion" in a sentence (61) He has a notion that life is a voyage. Privacy isn't glamorous, but this swipe file shows that you can respect privacy laws and have a stylish web presence. Step 4: Creating the first Make scenario. By clicking Accept, you consent to the use of ALL the cookies. Unlike work suites such as Microsoft 365, G suite, Notion is not an amalgamation of different tools. With everything in a database, you can search, order, and filter in whichever way works best for you. You can toggle to hide it if youd like the content to display full screen, but for our purposes today, keep it open. The Notion app, launched in 2016 as a . Notion Tutorial First Steps Before you get started, make sure you take the following 4 steps: Download the app (iOS and Android) Download the Desktop App (Mac and Windows) Install the Notion Web Clipper Grab your share link (to earn referral credits) The Notion Clipper lets you add any site to your workspace Watch Video 2: Getting set up (1 min) 3. As well as these I have split my year into quarterly focuses (look at me all business planning official ) which within these four they each have three main goals I want to achieve that quarter based around the focus. To adjust the database view from the Kanban-style board to something else (like a simple list, for example), click the Board toggle at the top of the database and click Add view. Youll get a list of options (as shown in the next screenshot) and can select your favorite. When you step beyond the standard templates, there's a whole world of ways to use Notion to support your work. This is my central home for everything on my Notion board. It will look like the screenshot below. An excellent example of this is the content bookmarks template by Brittany Berger of Work Brighter. Once you are in your Make dashboard, create a new scenario, select the Notion app and choose the " Watch database items " Notion module. Free to start using. Once Ive reviewed and set up the monthly page for the next month I archive the previous month so its hidden away but still available if needed. And the biggest way we overcomplicate that is by having a million places we could put it. Filter for posts by a specific author, or see all content tagged with a specific topic all at once. Notion is a all-in-one workspace. The freemium product makes money from users who want advanced features. This is how youll navigate through Notion and find your content. Step 4: Closing the loop. Sign up for Notion here: http://bit.ly/applecheeksnotion. Not sure where to start? It is mandatory to procure user consent prior to running these cookies on your website. I like to use Notion to create client wiki pages to document preferences, wants, and needsso I'm able to delight them every time. Your email address will not be published. That means the description box may include amzn.to and magik.ly links, these are affiliate links, which means I receive dolla' dolla' bills when you use them, thanks! This website is currently under construction. Watch. And I have found that creating a well-designed structure to study definitely . Use the Pinterest save button by hovering over the image below. There's no wall of text or layers of confusion. Youll see on the left-hand side, Ive broken mine into sections called, Dashboards, Personal, and Life. Under each heading is a series of links to other pages and dashboards. Next in our Notion 101 course, lets explore a few miscellaneous tips and tools to customize your Notion to perfection. This has all my blogposts, newsletters, and other big things coming up like markets and shop drops. Create views : kanban, tables, timelines, lists, . For using all the functionalities of this template, you can later update to the Notion Team Plan. Check out Notion for business, the adaptable wiki software I use as a business hub, content calendar and more. Necessary cookies are absolutely essential for the website to function properly. We also use third-party cookies that help us analyze and understand how you use this website. Gr. Further complicating this is the fact that each task segment needs to be split and organized into different clients. I started building these for my clients recently, and it's been a huge time-saver. This is what I mostly use it for. I have the list of 12 yearly goals I made at the beginning of the year listed here, as well as my yearly focus words. Inside each page is a giant list of ideas that I can keep all in one place and go to when Im struggling to come up with ideas. I have a page for blogpost/content ideas, one for product ideas, one for video or reels ideas, and another for ideas for my newsletter. This article is designed to be used alongside Notion because Ill be walking you through the details step-by-step. Add the information you want to be pre-populated in each new entry, such as the agenda . If you are trying to get your blog, YouTube channel, social media, etc., together, this is a fantastic tool. Notion is a complex and all-in-one tool that can be used for a variety of purposes. This is the main reason I wanted to branch out into Notion, my google calendar was just not cutting the mustard when it came to organising my content calendar. sign up for notion here: https://ntn.so/andrewethanzeng today i'll be sharing a tour of my notion. The Notion Small Business Kit is an all-in-one package to help you start or manage a small business, all under one roof. The Notion app can be downloaded on virtually any device of your choosing. You can swap to a calendar view too, if that's your preferred way to visualize tasks and due dates. You can use Notion to create a public swipe file to act as a resource for the community and attract potential customers. Plus if you do end up trying out any of the above let me know how you get on! Here are some things you might want to include in your client wiki (these are geared toward B2B but could be tweaked to work for B2C): Links to background documents sent from the client, How they like to work and their contact preferences. What you know about your clients extends beyond their company name and email address. To create a database, youll start just like any other thing in Notion: with a / and select Board Database. This will give you a clean version of the screenshot I posted above. You'll find templates for pretty much every usecase and need such as: daily task management, project management, notes templates and journaling, budget and personal finance tracker, habit tracker and many more. She has a PGD in business strategy and innovation from the University of Oxford and has industry and discipline experience across the spectrum. Estimated value to show how much the sale or contract is worth. Each show added to the calendar automatically creates a page that we use as collaborative show notes with our guests. Of course, there might be workarounds for this, but those wouldn't be necessary if it worked in the first place. Valuable public swipe file. Based on my own experiences and some creative ideas from brands and creators that I love, here are some fresh . If creating your own dashboard from scratch sounds like more time than its worth, Ill stop right here and let you know that you dont have to do it yourself. Take notes in a meeting, share them with co-workers, assign tasks, create spreadsheets, and collaborate in real-time. There are recurring tasks, one-off tasks, internal reminders, varying due dates, follow-ups, delegation, and more. Yes, you can easily use Notion to take notes and to nicely and neatly organize them. The first one is a standard list/table of classes that stores some basic info on what the class is, who's teaching it, what semester it's in, etc. Voil, you're done! We all know how much I rave about having a bullet journal? Battle Balm 7. Well my Notion is a sort of companion to this although way less pretty! It's as minimal or as powerful as you need it to be. Instead, jump straight to the client's contact details or style guide without distraction. At the end of each month I do a wee review and note down three things that went well and three things to work on that I take onto the next month. Notion is an enhanced online workspace that allows you to write, plan, organize, and manage your work. A blue line will appear to help you position and align your text in its new place. Check out my Reliable External Brain Blueprint. To create a personal dashboard as I did in my above working Notion screenshot, youll need to go back up a level to your main page and create new embedded sub-pages within. However, you may want to limit what you place on this site. If youre anything like me, youve probably tried every productivity tool in the books. You can use it for your solopreneur business, or if your business grows, you can use it for your team, even your entire organization. If I'm going to put effort into the design of my to do lists it's going to be in my bullet journal. To turn your Notion doc into a website, all you have to do is click the Share button in the top-right corner, then click the Share to web toggle. Copyright 2022 Lavendai Creative. To help speed up the process of finding the best pages and posts to link to, create an internal link database within Notion. In Notion its as simple as clicking on a link in the side bar. Notion is an online workspace designed to help you work collaboratively but I have been using this app to keep track of things like meal planning, content creation, tracking expenses, my morning and nighttime routine, client deadlines, travel, and so much more. These free Notion business templates work like a CRM system that is adjusted to the demands of fundraising. Making time to review the information weve gathered. Soon, I was using 2 Notion accounts for 3 distinctive purposes. This is a walkthrough of my account and how I use Notion for my business. Let me know if you use Notion and how you're using it if it's different to my way. Once you have a few tasks in your database, you may decide you dont like the Kanban-style, or youd like to see only one type of task. Hush my child, your journey begins now! Nicola is a freelance writer that specializes in practical, creative tips and guides for SaaS tools, company culture, and remote work. To walk you through the next few steps, Im going to show you a screenshot of my actual Notion dashboard to walk you through how you can continue to set up your personalized Notion. Within this database, you can create tasks by clicking + New.. Those who sign up individually may also be able to use Notion for free if using the Free Plan. The "Brain and Hub" for Business Notion cost per month: $8.00/user/mo. There you should see my logo/favicon for the account that shared access with you. Use this template to define your brand voice & tone in Notion. It also helps to keep my notes organised, so they're not just piles of random notes on my phone that I forget about or lose in the sea of other notes in the notes app. Compared to other productivity apps, Notion's free plan is one of the most generous out there and will be sufficient for most casual users. All of this is possible with Notion.so. In Notion it's as simple as clicking on a link in the side bar. Notion offers a free version for Individual subscriptions when they simply want to reorganize their lives. Notion is a type of unlimited repository: its creators call it an all-in-one workplace. If youre not interested in a Notion template, then keep readingthis article is for you. Like everything else on Notion, columns are customizable. This is the ultimate guide to Notion for Business in 2022. Discover short videos related to how to use notion business on TikTok. these are pages you can use for yourself, already set up, so you can start working right away. To answer the question can you use this productivity app for your business, yes you can. I don't use Notion as a to-do list - I should make that clear immediately. I started out using Notion to keep track of domain names for my niche content sitesnow I use it for content planning, goal setting, and basically my entire work life. Take a look. To help me do this I've set up a system in Notion. Client wikis will likely contain a huge amount of information. You can toggle to hide it if you'd like the content to display full screen, but for our purposes today, keep it open. Company or business if your client relationships are business to business. Here's an example of what your database ends up looking like: With everything in a database, you can search, order, and filter in whichever way works best for you. However, Notion is so much more than an app to take notes. They are now all in one place. Watch popular content from the following creators: Sara | Business & Leadership(@saracmccabe), Sandy Lin(@bysandylin), Kristen Influencer Mentor(@kbousq), Kimberly Oleiro(@earlyriserstudio), erinondemand(@erinondemand), Online Entrepreneur Society(@entrepreneur_society), Steve Financial Freedom Coach(@calltoleap), Sara . The company makes the bulk of its revenue from the Team and Enterprise plans. I started out using .css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-17ye4v2-Link[class][class][class][class][class][data-color='ocean']{color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='ocean']:hover{color:var(--zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color='ocean']:focus{color:var(--zds-colors-blue-jeans,#3d4592);outline-color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='white']{color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color='white']:hover{color:var(--zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color='white']:focus{color:var(--zds-colors-neutral-100,#fffdf9);outline-color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color='primary']{color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='primary']:hover{color:var(--zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color='primary']:focus{color:var(--zds-colors-blue-jeans,#3d4592);outline-color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='secondary']{color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color='secondary']:hover{color:var(--zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color='secondary']:focus{color:var(--zds-colors-neutral-100,#fffdf9);outline-color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-17ye4v2-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-17ye4v2-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;}Notion to keep track of domain names for my niche content sitesnow I use it for content planning, goal setting, and basically my entire work life. 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