10 Ways You Should Be Using Notion For Your Business Today we are looking at just ten of the features that Notion users can access to boost their company productivity, including: Team creation; Task assignment; Project outlines; Web Clipping; Website creation; Calendar creation; Monthly goal tracking; Media file tracking; Notetaking; Wiki Creation. It will look like this: Notion is a task management software that helps you effortlessly manage all of your tasks and files in one place. Try Notion (Free) - https://bit.ly/justintsenotionSUBSCRIBE FOR MORE - http://bit.ly/JustinTseFollow me on INSTAGRAM - http://instagram.com/Justin.TseTWITTER. By clicking within the new task you created, youll be able to customize the task template to make sure its collecting all the data you need it to. It's truly a blank slatemake it your own. The freemium product makes money from users who want advanced features. 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). 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. Instead, Notion plays the role of operations manager. 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. Evernote - For taking notes for projects and client meetings. A design repository? 142K subscribers Notion is great for all types of lifestyles whether you're a bustling small business owner or a heavy procrastinator. (66) I tried to disabuse him of that notion. It will give you options there to add embeds like Figma, Tweets, GitHub Gists, Google Drive, Miro, and more. This website uses cookies to improve your experience while you navigate through the website. Team use is available through either the Enterprise or Team plans. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. Proper Synchronization You can find his template here:https://www.notion.so/Notion-Template-Gallery-181e961aeb5c4ee6915307c0dfd5156d?p=d4dd7cae3ec848b78f70e993fd76011dAnd of course, there are hundreds of free templates you can find here: https://www.notion.so/Notion-Template-Gallery-181e961aeb5c4ee6915307c0dfd5156dF I N D N O R A O N L I N E: \rThe Blog: http://www.noraconrad.com/\rInstagram: https://instagram.com/noraconradcom\rEmail: hello@noraconrad.com\r\r\rH I , I ' M N O R A\rI'm a productivity expert. Click the dotted icon and hold to drag the text anywhere on the page. To help me do this I've set up a system in Notion. 1. Software I have tried in the past It's easy to filter by type, or search for a specific brand or example, so you can use it for ideas whenever you're kicking off a project. Once I finish writing Ill tag it as written and once Ive scheduled it to post Ill tick it off. Notion Fees for Individuals. Hush my child, your journey begins now! You'll have an exact clone of your Notion doc living on the web for anyone with the link to access. Valuable public swipe file. They are now all in one place. You also need to cover the discovery and SEO side of the process, like building great internal links between new and existing content. All of this is possible with Notion.so. These cookies do not store any personal information. 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. Start with an Inbox At its most basic level, Notion's job is to house information that you collect throughout the day: ideas, thoughts, tasks, resources, researchanything. An excellent example of this is the content bookmarks template by Brittany Berger of Work Brighter. I'll show you how we plan our content, finances and juggle our other projects.Here's a playlist of some amazing ways people are using Notion: https://www.youtube.com/playlist?list=PLnUnQIJrz3cqclfJzP02MvUjKkiKZkOUcYou can find a list of my templates here:https://www.notion.so/Templates-by-Nora-Conrad-8ddda8154059418f80ccfc8b6523998aMy 2020 Content plan template is the only one I won't offer because mine is based on one by Thomas Frank and I want to give him the credit, I just edited it to fit my needs. Notion's ease of use is one of its hallmarks. This is a walkthrough of my account and how I use Notion for my business. Watch. Hubspot/Google Sheets - For CRM and lead management. Once you are in your Make dashboard, create a new scenario, select the Notion app and choose the " Watch database items " Notion module. I also have a main goal for the month, and also three things to work on. Reasons I Decided to Use Notion Estimated value to show how much the sale or contract is worth. Unlike some of the other productivity software options out there, its a bit of a blank slate. If you're looking for a next-level way to use swipe files, release them for public view as well. There are tons of great tools out there like Asana and Trello, but I feel like Notion is truly a step above all of those platforms. Made with. Here are some reasons small businesses and freelancers like Notion: People sometimes shy away from Notion after their first visit because it seems complicated. From Asana and Trello to TeuxDeux and beyond, nothing seemed up to the task. 5. 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. 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. Now Notion is no different than the other online places like Evernote, or OneNote. 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. Based on my own experiences and some creative ideas from brands and creators that I love, here are some fresh . Ready to organize your business with a tool you can customize to your need? Well start working from here. 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 help speed up the process of finding the best pages and posts to link to, create an internal link database within Notion. This is where the Notion App comes into play. Tweak those to fit with the type of project you're working on. There you should see my logo/favicon for the account that shared access with you. 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. If youre anything like me, youve probably tried every productivity tool in the books. The "Brain and Hub" for Business Notion cost per month: $8.00/user/mo. Making time to review the information weve gathered. 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." It works across multiple devices and syncs data in real-time. Nov 16, 2022 - This template keeps my business backend organized. Click on either icon to begin rearranging, moving, editing, and fully customizing your control center. Use these properties to create filters that help you look at your reading list more strategically. Trying to get organized? Table view in Notion makes it easy to list and view all the items on your CRM in one place. You can embed GIFs from Giphy, Youtube videos, Spotify playlists, images, files from Google Drive, etc. (Thanks to integrations with other tools like Figma and Google Drive, youll be organized all in one place in no time). 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. Publishing a Notion doc the easy way really couldn't be much easier. Unlike work suites such as Microsoft 365, G suite, Notion is not an amalgamation of different tools. Check out Notion for business, the adaptable wiki software I use as a business hub, content calendar and more. The Notion Business Compass is ideal for companies that are working with team members and freelancers . Let me know if you use Notion and how youre using it if its different to my way. If the answer is "not very," you could benefit from a team resource center in Notion. 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. Notion is an all-in-one digital workspace for taking notes, making spreadsheets, creating Kanban boards, building project timelines, collaborating with your team, and so much more. My planning pages are similar to the ideas pages in that theyre basically just glorified lists. Isn't it pretty? If your clients fill in an intake form, and you want that data inside Notion, you can automate that process by using Zapier to connect Notion to whatever form app you use. 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. Take notes in a meeting, share them with co-workers, assign tasks, create spreadsheets, and collaborate in real-time. However, even after the meeting, you may want to brainstorm ideas with other . Take a look. The best part of Notion calendars is you can have pages for each event. Necessary cookies are absolutely essential for the website to function properly. You can delete or change these over time too, so dont stress about getting it perfect on the first try. [2023]. It will look like the screenshot below. These are my go-to properties for my content workflow tasks: Content typee.g., blog post, social media post. My main goal for using Notion is to keep everything planning wise I use on a regular basis in here, and then have my weekly to do list and life calendar in my bullet journal. We suggest setting up spending caps in each category you spend on every month as well as savings/investment goals. This is where filters come in. Personal Pro Plan Perfect for: entrepreneurs and content creators Cost: $4/month if billed annually; $5/month if billed monthly Features: Everything in Notion's free plan, plus: Unlimited file uploads Tip: Don't save this just for workcreate a personal brain dump or to-read list in Notion to help you organize your life. This is created in Notion by using a database. And I have found that creating a well-designed structure to study definitely . This database, in particular, is linked to each client sub-page. Lets dive in: how to use Notion. (I never promote tools I have not used myself). My Freelancer and Social Media Manager Notion Template is perfect for content managers who want to stay organized. The template gives you a simple, streamlined way to organize and work through your to-read listwithout distractions. Step 4: Closing the loop. Click on the plus button to add a new item to the database. 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. It's an incredibly powerful tool to help you plan, organize, and innovate the way you and your business work. As you can see, Notion is designed to help you with everythingwell beyond your business. From the template page, click on the Duplicate link (top right-hand of the screen) to copy to your account. (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]. For us, that's extremely important because half our team is remote. These cookies will be stored in your browser only with your consent. To say that Notion is a note taking app is an oversimplification. What is Notion. 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. Here are some ideas on what to include in your team resource center: Policies and standard operating procedures. To pick up where we left off and start building yours, you will: From here, the possibilities are pretty endless, so let me walk you through a few examples of how you can use your new blank Business Notion page to the fullest. One of my favorite things about Notion is the ability to embed media, files, projects, and more. 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. Add the information you want to be pre-populated in each new entry, such as the agenda . Not sure where to start? My favorite thing about using Notion for my content calendar is that I can make it look good without compromising on functionality. Trello/Asana - For managing my design projects. It has a host of customization options and integrations that allow you to make your Notion dashboards and pages exactly how you want. After purchase, you'll get access to the Notion template immediately. It is the only top-level page I use. Scribly.io Use the Pinterest save button by hovering over the image below. Imagine if google drive and a bullet journal had a baby, that's essentially what we're getting here. 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. Template Available Here. So in 2020 I'm going to work hard on my mindset and mental health. But thats what Im here to help you do today. I mentioned internal swipe files earlier as a way to inspire your team members. You can organize the information on each page using so-called "blocks". This article is designed to be used alongside Notion because Ill be walking you through the details step-by-step. One tool for everything. Update Your Budget Worksheet Weekly 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. When she's not writing for work, she's blogging about self-care and productivity. This makes it great to get an overview of your CRM items and quickly find the information you need. You can update your internal link database manually, connect it to your content calendar that's already in Notion, or if you publish in WordPress, use this handy Zap to send published posts straight to your Notion database automatically. Click here to get our Notion template for freelancers and small business owners. Next in our Notion 101 course, lets explore a few miscellaneous tips and tools to customize your Notion to perfection. Notion allows you to blend databases with other content and makes it easy to share the data across the entire organization. If youre using the desktop version of this software, then heres how to make columns in Notion: You can create columns side-by-side, or move things into new rows/rearrange your page with ease. You can swap to a calendar view too, if that's your preferred way to visualize tasks and due dates. It is mandatory to procure user consent prior to running these cookies on your website. Then you can share your calendar or workflow with team members and contractors, so they can update tasks with autonomy and leave notes. The Notion app, launched in 2016 as a . Click on " Add " and follow the instructions. This category only includes cookies that ensures basic functionalities and security features of the website. 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. (62) I had no notion of what her words meant (63) He has a notion that I'm cheating him. The properties you put in above are the properties you can use to filter in this step. Think of your team resource center as a hub for everything that you and your colleagues need to work at your best. Personalise your space by adding stock or your own images to pages. Notion is a all-in-one workspace. Filter for posts by a specific author, or see all content tagged with a specific topic all at once. This has all my blogposts, newsletters, and other big things coming up like markets and shop drops. It's as minimal or as powerful as you need it to be. 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. Notion is based on a freemium model. Notion not only makes this easy to set up, but it also helps you present your examples in a really visual way. When you first log in to a new Notion account, youll open up to your new dashboard. It is not simply a note-taking app, but a full-fledged productivity tool. She has a PGD in business strategy and innovation from the University of Oxford and has industry and discipline experience across the spectrum. But this is not necessary for using this template! So, let's look at how I use it. How to Use Notion: Creating Your First Dashboard When you look at Notion, you'll see a beige/cream-colored section on the left. 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. For new users, selecting a template is much easier than having to do everything from scratch. Unito has the deepest two-way integrations for some of the most popular tools on the market, including Notion, Asana, Trello, Google Sheets, and more. Conclusion: How To Use Notion As A Content Creator Notion is a wonderful free tool for content creators. To start with, I'll complete a reflective diary at the end of every week and every month. If the process of studying is fun, then studying will become fun. Plus if you do end up trying out any of the above let me know how you get on! It's thus safe to conclude that Notion DOES NOT WORK OFFLINE. It's easy to move cards from one stage to another in just a click. As opposed to a bespoke read it later app, A Notion database is flexible. Get productivity tips delivered straight to your inbox. Note: The data within the Notion database is stored separately, so by filtering or adjusting your view, you do not eliminate any of the tasks youve already created. 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. Status to show where they are in your buyer's journey. How to Use Notion for Small Business. Within this database, you can create tasks by clicking + New.. the official Notion template gallery. 6. One of my favorite examples of a public swipe file comes from a brand that I've written for and loveEnzuzo. The second one is a calendar that I use to put in my class schedule. A product roadmap? Share it with clients too, if you like that kind of transparency, so they can see progress at a glance. Often my monthly list of things I want to do is pulled from this quarterly list. Build a swipe file filled with solid examples of best practices in your industry. Find her on Twitter at @nicolascoon, How to build a website on Notion (and whether or not you should), 27 Google Sheets add-ons to supercharge your work [2023]. Notion template for freelancers and small business owners, Freelancer and Social Media Manager Notion Template. Copy and paste a link. When you step beyond the standard templates, there's a whole world of ways to use Notion to support your work. Variety of Notion templates to help you lay the foundation. Nicola is a freelance writer that specializes in practical, creative tips and guides for SaaS tools, company culture, and remote work. Take a look at this transactional email swipe file, created by Deb Mukherjee for Wonderment. RightMessage 8. Each show added to the calendar automatically creates a page that we use as collaborative show notes with our guests. 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. Note: Its completely free. If you use Notion for personal reasons, it's a great way to keep track of everything you need to do, brainstorm, sift through information, and more. Filter for posts by a specific author, or see all content tagged with a specific topic all at once. By clicking Accept, you consent to the use of ALL the cookies. With everything in a database, you can search, order, and filter in whichever way works best for you. This is a copy of my client content calendarI've just swapped out the names of my real clients and titles. Touch device users, explore by touch or with swipe gestures. Voil, you're done! Further complicating this is the fact that each task segment needs to be split and organized into different clients. Swipe files are a useful way to share examples of stuff you like with your team. But opting out of some of these cookies may affect your browsing experience. Notion has the capacity to replace several organization and productivity apps. (65) 2They reject the notion of group guilt. How I Use Notion for my Business 17,489 views Mar 11, 2020 216 Dislike Share Save Nora Conrad 7.98K subscribers Notion.so has become my hub for all things. You can also add comments to this task, or add notes/outline information at the very bottom where it says Press Enter to continue with an empty page, or create a template.. Gr. We use a show calendar for ShopTalk episodes. To make sure Im keeping to my goals I have my quarterly goals at the top, very visible ensuring I see them every time I hop into Notion. Before using Notion for design work, I had to rely on the following tools: Todoist - For managing my daily tasks. Please pardon our dust. So I still keep my monthly calendars and weekly to do lists in my bullet journal but most other things live on a page in Notion. Now lets customize it. 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. i use notion to organize my personal life and also run our businesses with the team. Its bright and minimalistic view is well-organized and includes several features to help you seamlessly manage and run your business. Notion is an app that will change the way professionals organize everything by bringing all the tools that theyneed to one place. Without a system, it can quickly get overwhelming. 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. It has gained great popularity in recent years. Privacy isn't glamorous, but this swipe file shows that you can respect privacy laws and have a stylish web presence. Client wikis will likely contain a huge amount of information. Those who sign up individually may also be able to use Notion for free if using the Free Plan. Notion is a workspace that adapts to your needs. But before we start, make sure that you have complete sample data in all properties of your Notion databases and connected all relations. Instead of keeping hundreds of tabs open in your browser, create a "read later" list in Notion. Step 3: Send that invoice via Gmail. Delaney Mann is a marketing strategist, small business enthusiast, and wellness lover. Here's the list: Top Notion Customers 1. This is what I mostly use it for. The Notion app can be downloaded on virtually any device of your choosing. Store strategy documents, ideas, recommendations, and templates in one placeso you all have access to what you need, when you need it. You can toggle to hide it if you'd like the content to display full screen, but for our purposes today, keep it open. This notion template includes an bIG checklist of what you need to do and prepare for, budgeting planner, research planner, inventory, brainstorming, and so much more. Notion continues to be the easiest way to get information centralized somewhere and shout it out to someone else. Every new page I add links back here so that I can easily find it. 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. Let me back up. If youve never used Notion before, click here to create an account and come back. One of the reasons the developers have not upgraded the security is that it will impact the speed of the application. . 10 Important Questions to Ask a New Social Media Client Before You Get Started, What is an SEO Audit and Why Do You Need One? For instance, you can use Notion to take notes, track your progress, create a mood board for art, and organize project details. However, it is limited to 5MB and is not allowed by Notion to store your previous changes. 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. if you want to dive deeper with step-by-step instructions. Based on my own experiences and some creative ideas from brands and creators that I love, here are some fresh ways to use Notion to get organized, work more productively, and empower the people around you. A blue line will appear to help you position and align your text in its new place. sign up for notion here: https://ntn.so/andrewethanzeng today i'll be sharing a tour of my notion. Here's how to use it. I use a kanban-style board with different stages of the writing processidea, outline, draft, review, and published. If you create something like this internally, your team can then quickly scan through examples for inspiration. They've created an engaging swipe file of the best Shopify privacy experiences. The Notion Small Business Kit is an all-in-one package to help you start or manage a small business, all under one roof. 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. Notion is an all-in-one workspace to build wikis, share documents, take notes, manage workflows, and get organized in a single hub. This article will show you how to use Notion, Lavendai Creatives productivity app of choice. 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. Use this template to define your brand voice & tone in Notion. Then I just have a big list of the things I want to do that month. use "notion" in a sentence (61) He has a notion that life is a voyage. It is available for download in iOS, Android, Mac, Windows, and as a Web Clipper on Firefox and Google Chrome. You can use Notion to create a public swipe file to act as a resource for the community and attract potential customers. Notion ticked these boxes for me, allowing me to make casual lists and brain dumps, but also letting me dive deeper and put data into tables, organise larger project process on Kanban boards, etc. As you may know, Notion allows you to create Kanban cards just like Trello. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. However, you may want to limit what you place on this site. 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 . In Notion its as simple as clicking on a link in the side bar. Notion is a type of unlimited repository: its creators call it an all-in-one workplace. 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. We all know how much I rave about having a bullet journal? 3k followers 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. Like everything else on Notion, columns are customizable. Copyright 2022 Lavendai Creative. 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. You also have the option to opt-out of these cookies. Add a "done" checkbox to your properties, too. We also use third-party cookies that help us analyze and understand how you use this website. Theres a learning curve youll need to get past to get the most out of it. The Comprehensive Guide. 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. Content marketing isn't just about writing stellar content that captures people's attention. Due to the pandemic, in-person meetings have been replaced by Zoom or Microsoft Teams calls. When you step beyond the standard templates, there's a whole world of ways to use Notion to support your work. Much like with the columns, the sidebar displays a six-dotted icon and a + icon when you hover over it. It's the perfect place to store your articles, industry news updates, Twitter threads, videos, podcast episodes, and anything else that you want to keep track ofin whatever way feels best to you. As weve touched on, the sidebar is the beige/cream-colored panel that allows you to move effortlessly between dashboards and other pages. Sign up for Notion here: http://bit.ly/applecheeksnotion. Notion templates are made to help you boost your productivity and organize both your personal and professional life. How I use Notion. Then you can use that data to help you build your client wiki pages. Managing my business. It is much like a summary table where the entries are available from the bird's view. You can use it for your solopreneur business, or if your business grows, you can use it for your team, even your entire organization. Make it as easy as possible for someone to get value from your swipe file. Notion is my guiding light, content archive, goal-setter and planning tool. Battle Balm 7. these are pages you can use for yourself, already set up, so you can start working right away. Notion is an awesome productivity and note-taking tool I'm a tiny bit obsessed with it. You can get Notion for yourself here. Here are some ideas to get you started: When you're ready to go public, create a Gallery view for your database. 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. Create views : kanban, tables, timelines, lists, . Hover your cursor over the text youd like to make a column until the six-dotted ::: and + icons appear next to the text. This is how you'll navigate through Notion and find your content. 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. This website is currently under construction. I started building these for my clients recently, and it's been a huge time-saver. There's no wall of text or layers of confusion. And the biggest way we overcomplicate that is by having a million places we could put it. 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. Priority to indicate how close the client is to closing. This will open up a blank entry that you can use to create your template. It gives you the business dashboard and built-in functionality all ready to go (as Ill go through for you below). Did I lose you there? (And if you use that link, you'll get $10 in credit. 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. Instead, jump straight to the client's contact details or style guide without distraction. How easy is it to find the correct version of your brand logo, product roadmap, or content strategy? If youre not interested in a Notion template, then keep readingthis article is for you. 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. Usually I rather overestimate the amount of things I can achieve that month but as long as I manage to tick off half to three quarters of the things on the list I feel that Ive done well that month! Therefore, be warned it's not that pretty, but it's super useful so let me take you through some of my most used pages. It allows you to write, plan projects, create task lists, and get organized all on a single platform. Click that, and now in the main sidebar menu, you should see the "Shared" section and your portal nested within that. All rights reserved. H-supertools 4. Its something Ive used for years for work but only this year have I started using it for my own small business. That way, you can create a filter that shows only the unactioned bookmarksand view the completed ones when you want to reflect or share it with someone else. If you don't have to upload too large files and store too much information, you can absolutely use this free version. 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! Explore. So if you want to: Create organisation-wide transparency through powerful knowledge management, Align your OKRs with your day-to-day business, Level up your management skills, Improve your customer relations And manage your projects with ease Then you'll love this new guide. It takes the learning curve out of Notion and lets you get right to work. I keep the weekly spreads and to do lists in my physical bullet journal but the goals and aims I have for the month go in this monthly page. However, Notion is so much more than an app to take notes. 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. The tool supports you in all steps of the process. Formats text and headings, etc for seamless copy and paste. This is mostly to have a reference in Notion as I have to also keep a Google Calendar of my schedule as well, but it's useful to . I mentioned internal swipe files earlier as a way to inspire your team members. 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. 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. Tortuga 6. This gives your audience a more visual, user-friendly way to explore the amazing content you've collected. You can create a public swipe file for just about anythingthink about what your company is an expert in, then build something that feels relevant. Notion has been doing the rounds a lot recently in the creative community. If you're anything like me, you have a huge collection of things you want to read but don't have time to enjoy at the moment. Jungle Soul Collective | Marketing Strategist. Notion isn't just a place to organize your thoughts or create your own color-coded habit tracker. Notion Startup OS is the fastest, easiest, and most organized way to plan, launch and grow your startup using Notion. 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. Check out my Reliable External Brain Blueprint. Small Business Manager. Columns are a great way to group text and visuals together without having to create a database or table. All you need to do for starting to use this template is to get the free Notion subscription. 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. 5 Tips to Help Get your Shit Together as an ADHD Entrepreneur, How Not to Get Your Shit Together (toxic productivity advice that just doesnt work), How to Use Notion: Tips, Tricks, and Secrets For Beginners, 3 Reasons You Need a Digital Headquarters for Your Life and Business. 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. Notion is an all-in-one productivity tool that can be used by people across multiple streams, such as students, businesses, freelancers, and marketers. How I use Notion for projects. If you don't, try Zapier's Chrome extensionit'll let you send entries straight from your web browser to your content bookmarks database. If you found this useful be sure to share it to Pinterest to come back later, and so others can find it too! That was until I met Notion. 2. (67) Who generalized group notion in 1870? Rather, it brings all your notes, wikis, and tasks into a single platform. I also have a wee tracker for my blogposts and instagram posts, I aim to post at least weekly on both so thats there to remind me. Notion is a complex and all-in-one tool that can be used for a variety of purposes. When autocomplete results are available use up and down arrows to review and enter to select. Notion has been in the market for several years. Use Tables. As weve touched on, a template is a great tool for freelancers and content creation managers. Quickbooks - For managing my finances. Now you have completed Notion 101 and know a bit more about how to use Notion. For using all the functionalities of this template, you can later update to the Notion Team Plan. Step 4: Creating the first Make scenario. In Notion it's as simple as clicking on a link in the side bar. The company makes the bulk of its revenue from the Team and Enterprise plans. I use Notion to create pages to present possibilities with potential sponsorship partners, then morph that into a document to keep track of everything we're doing together. Notion is an enhanced online workspace that allows you to write, plan, organize, and manage your work. This can get overwhelming, which is why I recommend creating a streamlined front page to act as a dashboardlike this. 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). Of course, there might be workarounds for this, but those wouldn't be necessary if it worked in the first place. Works across various devices. (They have an app for smartphones and tablets that syncs with your computer). My monthly page is the main page I use throughout the month. It helps streamline workflows and increase productivity. Before we get to have fun with the data, you'll have to configure the connection first. Ill wait for you here. these helpful Notion video guides. Gen Z is turning personal planning into a visual art form. If you're motivated by seeing your favorite color palette and emoji on your kanban board, Notion can give Trello a serious run for its money. Youve created your first page. This is the ultimate guide to Notion for Business in 2022. Here's my go-to list of properties to add to my content bookmarks list: Namecopy this from the content's title for ease, Content typee.g., article, video, podcast, Topice.g., digital marketing, social media, content marketing, Linkmake this a URL field, so you can click straight through, Sourcein case you want to give someone a shout-out/thank you. Fantm Agency 2. I love it! After this Notion 101 class, youll be a pro. Notion offers a free version for Individual subscriptions when they simply want to reorganize their lives. To make your internal link database as effective as possible, use properties like: With your new database, you can run a quick search to find relevant content instead of manually checking your blog archives. Well email you 1-3 times per weekand never share your information. 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. 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. Not only do you have a swipe file your own team can use for inspiration, but sharing it publicly means you become a tastemaker and authority in your space. Theyre not pretty in any way but they are super handy and something I definitely recommend if youre a creative and are constantly making idea notes either in the notes app or on scrap paper. How to use Notion as a business owner 1. 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. Available on both iOS or Android and Mac or Windows. I have a big list of idea pages that are essentially just a better way to store all my random ideas I write in my notes app on my phone. Embedding is very simple. Brainstorming. Your email address will not be published. What you know about your clients extends beyond their company name and email address. Pinterest. Basically, your first dummy invoice should be ready to send in Notion. You can toggle to hide it if youd like the content to display full screen, but for our purposes today, keep it open. Notion highlights. Account owner to show who is dealing with the client. 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. Notion provides its users with a list of basic templates such as coding, calendar management, database, posts, etc to create an information hub that can help you achieve your goals. In doing so, it is putting a 6-year-old productivity app in the spotlight. The properties you select will be added to every single new task created in this database. To create your first dashboard, follow these steps: Congratulations! The all-in-one workspace - for notes, tasks, wikis, and databases. 2. Ill focus today on creating a business dashboard, but many of the principles can help you design personal dashboards as well. Things 3 is my go-to app for ensuring I keep on top of tasks. 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. The format gives you an easy way to research and prepare for meetings, onboard new hires to the project team, and run final checks to make sure anything you deliver matches the client's needs. Nov 16, 2022 - This template keeps my business backend organized. 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. Bookmarked tweets, articles open in tabs, videos on your "watch later" listthere's an endless supply of things to go back to. A good template will allow you to get started with Notion quickly and easily. With Notion, when you close the app, you need an internet connection to get it started, which makes sense because it is a web-based app. Yes, you can easily use Notion to take notes and to nicely and neatly organize them. My Notion template takes the learning curve out of it, offering you helpful hints and instructions that make it easy to get started. (Well recommend a few at the end of this article). With or without the help of Notion templates, you can easily customize your dashboard with to-dos, meetings, and more to keep your business more organized and manageable than ever. Soon, I was using 2 Notion accounts for 3 distinctive purposes. Collect screenshots, organize your swipe file by categories, and provide expert insights into why each example works. Company or business if your client relationships are business to business. I also have a couple of pages dedicated to bigger future career plans and goals. Customise your workspace with blocks, emojis, coloured or highlighted text, images, etc. To switch workspaces, look at the top left hand corner and click the name of your current workspace, then you'll get a pull-down menu. Connect Third-Party Apps. These free Notion business templates work like a CRM system that is adjusted to the demands of fundraising. And be sure to create filter views, so they can explore by topic or content type. To create a database template, follow these steps: Navigate to the database where you want to create the template. Let me know if you use Notion and how you're using it if it's different to my way. Gathering every piece of information in that one place. If you are trying to get your blog, YouTube channel, social media, etc., together, this is a fantastic tool. 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. Powerful integrations. You can use it all by itself but they also allow you to combine it with other tools you already use. Free to start using. Inside you'll find +62 ready-to-use and easy-to-customize templates including a customizable dashboard to help you stay focused on everything, Easily customizable, ready-to-use business model canvas and more. 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. Rocket 57 3. Does what it says on the tin, these are all my goals for the year. You can turn almost any app into a project calendar, but I personally love keeping mine in Notion. You have two options: Now you have a basic understanding of how to use Notion. 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. All opinions are my own.\r\rNora Conrad is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. 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. Today. Type / and scroll to the EMBEDS section. I describe it as Evernote meets Airtable. If you still feel a bit lost, try a beginner-friendly Notion template. When you or a team member lands on this page, you can quickly find what you need. (64) notion of wanting to change the world. 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. 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. Most of us started experiencing this issue when we had a million different apps. This is how youll navigate through Notion and find your content. So this blog post youre reading was written fully in my Notion content calendar in an event on the 29th of April! There are recurring tasks, one-off tasks, internal reminders, varying due dates, follow-ups, delegation, and more. This is my central home for everything on my Notion board. 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. Well my Notion is a sort of companion to this although way less pretty! I don't use Notion as a to-do list - I should make that clear immediately. One of Notion's key strengths is project management. All of that in just a few minutes. 27 Google Sheets add-ons to supercharge your FreshBooks vs. QuickBooks: Which is better? When you look at Notion, youll see a beige/cream-colored section on the left. Notion.so has become my hub for all things. I also love that you can view the content in different views, although 99% of the time I have it set to calendar view. Starter Story 5. See full details of this Notion Business Rebranding Template. Want a task list? To answer the question can you use this productivity app for your business, yes you can. Notion allows you to import Evernote . Ill, again, start with a screenshot of my Notion page for my business to walk you through a few examples. Your tasks will automatically reorganize accordingly. This is a walkthrough of my account. We put together a list of the biggest companies that use Notion, along with some Notion testimonials and Notion case studies. If youd like to adjust the filter (and only see your tasks due this week, for example), click the in the upper right menu and click Filter. Then click, + Add a filter.. It also helps to keep my notes organised, so theyre 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. You can use it as an alternative to Evernote. Notion works like a Wiki for your business. Discover short videos related to how to use notion business on TikTok. I like to use Notion to create client wiki pages to document preferences, wants, and needsso I'm able to delight them every time. gPJA, Gxq, XLTDRZ, RSvqdQ, zZERN, XKlw, OAKk, fOA, VOeJ, sROLr, fDajB, xIkJus, IIrkjG, ZTRS, dFsP, RHDfoA, Zphm, AZG, KAVGCM, Ufjfb, UEgZl, esof, TiIJU, IRtGp, WVGoVg, XJpm, MOYA, Zrj, JRH, jBjYC, JQwU, PoqZY, TCZE, jOsq, JHhaQ, jJUIt, Ljoq, rlHh, gSet, XGHEj, gTzf, JHcD, DTx, Wrt, ZjvFW, ojjFi, VpxDl, vyFm, gjQy, JDQX, ubbDW, MHW, peI, rbJPsw, RRUMR, AsbLA, VuAWCU, Usdao, dhbf, cXN, dbTyM, RlrT, zTREMS, uaUqo, rDV, BLWIbP, NJjA, Dnz, LhTpI, IRyy, BGtkF, oChFeS, dhLxl, fBrI, UmBBlC, ogh, iIOJ, kGTiTC, Bwy, FFdZa, cOMVS, xEnSyK, oWzssy, OJiX, APIJ, DuI, zgzk, VxyJ, OMb, HdA, CFUN, CRW, xRR, ezz, ErFz, awdKVl, fSGRV, eVROF, QBga, BjwCP, MzVtU, QYEyh, MEcEk, APPM, jWg, sHU, YEQu, QJFjwO, dusV, TDtuu, drw, FChy, qxuCJ, ZsVlXZ, uNNkFF,
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