Notion App: Full Notion Tutorial for Beginners! [A-Z Guide] β¨π»
Introduction
In this section, the speaker introduces the tutorial and explains what will be covered.
- The tutorial is about Notion and is aimed at beginners as well as advanced users.
- The speaker will cover every aspect of Notion in a comprehensive guide.
- The speaker will walk through some personal use cases of Notion before getting into the actual teachings.
Personal Use Cases
In this section, the speaker shares some personal use cases for Notion.
- The speaker shows their daily dashboard and how they set it up to see tasks first.
- The speaker shows their food dashboard with a form to add new recipes and different views to sort them out.
- The speaker shows their notes dashboard with a form to quickly add notes and different views to sort them out by related person or search function.
Pricing and Settings
In this section, the speaker talks about pricing and settings for Notion.
- For most users, the personal plan is free and allows unlimited pages and blocks with sharing capabilities for up to five people.
Basics of Notion
In this section, the speaker covers the basics of Notion.
Getting Started
- To get started with Notion, create an account on their website.
- Once logged in, you can create a new page by clicking on "New Page" or "New Database".
Pages vs Databases
- Pages are like documents that contain text, images, videos etc.
- Databases are collections of pages that share similar properties such as tags or categories.
Blocks
- Blocks are individual units of content within pages or databases such as text blocks or image blocks.
- You can add different types of blocks depending on your needs.
Templates
- Notion provides templates for different use cases such as project management or personal finance.
- You can also create your own templates to reuse in the future.
Advanced Features
In this section, the speaker covers some advanced features of Notion.
Relations and Rollups
- Relations allow you to link pages or databases together.
- Rollups allow you to aggregate data from linked pages or databases.
Formulas
- Formulas allow you to perform calculations on data within a database.
- You can use formulas to create custom metrics or automate tasks.
Embeds
- Embeds allow you to add external content such as YouTube videos or Google Maps into your pages or databases.
- You can also embed other Notion pages or databases.
Conclusion
In this section, the speaker concludes the tutorial and encourages viewers to explore Notion further.
- The speaker hopes that the tutorial has helped viewers understand how to use Notion more effectively.
- The speaker encourages viewers to explore all of the features that Notion has to offer and experiment with different templates and workflows.
Notion Overview
In this section, the speaker provides an overview of Notion and its different plans.
Plans
- There are three plans: Free, Team, and Enterprise.
- The free plan allows file uploads but has limited storage.
- The team and enterprise plans are better for larger companies.
Getting Started
- When you first create your account, it will be pretty bare bones.
- Start by creating a hub or daily dashboard as your main page in Notion that links out to everything else.
- Hit the plus button to add a new page.
Settings
- Click on the lines at the top to open up settings and members.
- Notification settings can be adjusted here.
- Connected apps can be added such as Google Drive or Evernote.
- Language and region can also be set here.
Green Line Media Workspace
In this section, the speaker introduces the Green Line Media workspace and explains how to customize it.
Customizing Notion URL and Workspace Icon
- The Green Line Media workspace can be customized by changing the icon and URL.
- To change the icon, click on the current icon and select a new one from the options provided.
- To change the URL, type in a new name under "Notion URL" in settings.
Exporting Content and Plans
This section covers exporting content and upgrading/downgrading plans.
Exporting Content
- Notion allows users to export all workspace content as HTML or Markdown.
- PDF exports require an enterprise plan.
Upgrading/Downgrading Plans
- Users can upgrade or downgrade their plan easily in settings.
- Billing history is also available in settings.
Members, Guests, Security, and Integrations
This section covers members, guests, security features, and integrations within Notion.
Members and Guests
- The members tab shows all members within an account for team plans.
- Guests have fewer privileges than members but are sufficient for most tasks.
Security Features
- Security features are mostly enterprise-level to prevent hacking of accounts.
Integrations
- Third-party integrations such as Notion Forms automate.io allow users to connect with other apps.
- Zapier is another integration option.
Creating a Daily Dashboard
This section covers creating a daily dashboard page within Notion.
Creating a Central Point with Hub Page
- A hub page serves as a central point for linking out to other pages within Notion.
- Pages can be customized with icons and cover images.
Adding Icons and Cover Images
- Icons can be added to pages by selecting from a list of emojis or uploading an image.
- Cover images can also be added by choosing from a gallery of default images or uploading an image.
- Unsplash integration allows users to search for royalty-free images.
Notion Settings and Text Types
In this section, the speaker discusses how to change the appearance of Notion, including toggling between dark and light mode, changing page settings, and using third-party add-ons. The speaker also covers different text types in Notion and how to edit them.
Changing Appearance
- To toggle between dark and light mode:
- Go to Settings > Notifications & Settings
- Or use the shortcut Command + Shift + L
- To change page settings:
- Hover over the top right corner of the page
- Click on the three dots icon
- Choose Small Text or Full Width options
- To use third-party add-ons for customizing Notion's appearance:
- Check out the speaker's video on Notion Enhancer
Different Text Types and Editing
- To create a new page or start typing on an empty page:
- Just start typing
- To format text:
- Highlight text to reveal toolbar with formatting options:
- Change text into headings (H1-H3), pages, etc.
- Style text with bold, underline, italics, strikethrough, code block
- Create equations
- Change text color or highlight color
- Link text to external webpages
- To create different block types:
- Use slash button (/) to access basic blocks like headings or inline blocks like quotes
- Explore other block types like databases
Creating Callouts and Toggle Lists
In this section, the speaker demonstrates how to create callouts and toggle lists in Notion.
Creating Callouts
- To create a callout, type "/" and then "call out" and hit enter.
- Choose an emoji or upload an image for the callout box.
- Click on the six dots on the side to change the background color of the callout box.
- Type text within the callout box and use formatting shortcuts such as bold, italic, or underline.
- Callouts work well as titles or sections.
Creating Toggle Lists
- To create a toggle list, type "/" and then "toggle" and hit enter.
- Give your toggle list a title.
- Drag any content you want to hide into the toggle list.
- Click on the button to contain that content within the toggle list.
- Toggle lists can also be headings with information hidden underneath them.
- Toggle lists can be edited with formatting options such as bold, italic, underline, or changing their color.
Adding Columns and Pages
In this section, the speaker demonstrates how to add columns to a page and create pages within pages. They also show how to change the layout of a page and add images.
Adding Columns
- To add columns, drag a block to the side of an existing block until a blue line appears.
- The blue line indicates where the new block will be placed.
- To create multiple columns, change the page layout to full width and duplicate blocks as needed.
Creating Pages Within Pages
- Clicking "Page" creates a new page within the current page.
- The breadcrumb at the top shows where you are in relation to other pages.
- Pages can be dragged around and organized in different ways, such as within toggle lists or databases.
Customizing Pages
- Notion offers various templates for starting new pages.
- Pages can be turned into databases with different views (table, board, list, calendar, gallery).
- Page settings allow customization of styling and visibility options like comments.
Customizing Pages and Sharing Them
In this section, the speaker explains how to customize pages in Notion by changing their settings and locking them for viewing purposes. They also explain how to share pages with others via email or a link.
Customizing Pages
- Change page settings to "minimal" or "default" to customize the look and feel of the page.
- Lock a page if you want it to be for viewing purposes only, or unlock it if you want to edit it again.
- Share pages with others by clicking on the share button and entering their email addresses.
Sharing Pages
- Invite people from your organization connected with your Notion account so that they can access shared pages within their accounts.
- Copy the link provided by Notion and send it to anyone who needs access to your page.
- Turn off comments and duplication options if you don't want people to edit or duplicate your page.
Block Types in Notion
In this section, the speaker discusses some interesting block types available in Notion, including synced blocks, template buttons, and databases.
Synced Blocks
- Use synced blocks to put content anywhere in Notion while maintaining its original formatting.
- Synced blocks can be used across different dashboards without losing any information.
Template Buttons
- Use template buttons to create new dashboard pages quickly.
- Customize new dashboard pages by changing cover images and adding databases.
Databases
- Databases are a powerful tool in Notion that can be used to organize and track information.
- Use backlinks to create a menu for your pages, and add icons for easy navigation.
Using Synced Blocks and Template Buttons
In this section, the speaker explains how to use synced blocks and template buttons in Notion.
Creating a Universal Menu with Synced Blocks
- Drag pages into a synced block to create a universal menu that takes you between all of your pages.
- Use "Copy and Sync" to copy the synced block to other pages.
- Utilize the template button to quickly add a new page anywhere in your Notion account.
Adding Pages with Template Buttons
- Type "/template" to bring up the template button.
- Create a new page by typing "/page" inside the template.
- Add an icon for the new page and paste in the synced block.
- Configure the "Add a New Page" button by dragging it into the top of the sync block.
Inline Block Types
In this section, the speaker explains how to use inline block types in Notion.
Mentioning People and Pages
- Use "@mention" followed by someone's name to notify them that you're referring to them on this page.
- Type "/reminder" followed by plain text like "tomorrow" or "next week" to insert a reminder or date within text.
- Use "@page" followed by a page name for linking purposes.
Inserting Emojis and Media Embeds
- Use ":" followed by an emoji keyword (e.g. smile) to insert emojis into text.
- Embed images from links or uploads, web bookmarks, videos, audio files, code snippets, files for download, PDFs, Google Drive documents/sheets/docs/tweets/mirror boards/loom videos/type forms/etc.
Creating Databases in Notion
In this section, the speaker teaches how to create databases and relate them with one another. The example walkthrough includes creating a tasks database and a recipes and ingredients database.
Creating Pages
- To create a new page, click on "Create New Page" button.
- Name the page "Home Page" and add an icon and cover photo.
- Hit slash (/) and type in "page" then hit enter to create a new page.
- Create three pages: Tasks Database, Recipes Database, Ingredients Database.
Types of Databases
- Select which type of database you want by clicking on the corresponding button.
- There are different views for databases such as table view, board view, list view, calendar view, timeline view, and gallery view.
- For beginners, it is recommended to use the table view.
Tasks Database
- Click on table view for tasks database.
- Name the first column "Task".
- This column is mandatory and cannot be deleted.
Formulas
- Formulas can be used to prioritize tasks in the right order.
- This will be taught through an example task list.
Recipes Database
- Add a task in our tasks database that's going to be make dinner tonight.
- Create a recipes database where all food items are listed.
Relating Databases Together
- Relate these databases together so that they work together seamlessly.
- Connect your phone with notion at the store when you're shopping or cooking something if you need help with a recipe.
Adding Columns to a Task Database
In this section, the speaker explains how to add different types of columns to a task database in Notion.
Types of Columns
- Basic text column for simple text entry.
- Number column for entering numerical data.
- Select column for creating a list of items and setting their status. Only one item can be selected at a time.
- Multi-select column for adding multiple tags within one row. Can be used for adding more than one tag to an item.
- Date column for adding due dates or task durations. Allows you to set start and end times, format the date, and add reminders.
- Person property type allows you to select from all guests and members within your Notion account. Can be used to assign tasks to team members.
Creating Relations Between Databases
In this section, the speaker explains how to create relations between databases in Notion.
Creating Relations
- To create a relation between two databases, click on "Add a Relation" in the properties menu of the first database.
- Select the second database that you want to relate it with from the dropdown menu.
- Choose which property you want to use as the relation key. This will allow you to link items between both databases.
- You can also choose whether or not you want bidirectional linking between both databases.
Using Templates in Notion
In this section, the speaker explains how to use templates in Notion.
Using Templates
- To use a template, click on "New Page" and select "From Template".
- Choose the template that you want to use from the dropdown menu.
- Fill out the necessary information in the template and customize it as needed.
- You can also create your own templates by selecting "Duplicate" on an existing page and saving it as a new template.
Manipulating Data in Notion
In this section, the speaker demonstrates how to manipulate data in Notion using properties, sorting, filtering, grouping and adding views.
Sizing Check Box Column
- The check box column can be sized all the way down to show only a single row of check boxes.
Manipulating Data with Properties
- Clicking on "Properties" allows you to hide or show individual properties.
- You can add a property by clicking on the plus button.
Sorting Data
- The sort button allows you to sort data in ascending or descending order based on specific columns such as checkbox and task duration.
- Double sorting is also possible by adding another sort underneath the first one.
Filtering Data
- The filter button allows you to hide specific data based on certain criteria such as unchecked checkboxes.
Grouping Data
- The group button allows you to put things into different groups based on certain criteria such as area or assignee.
Adding Views
- Different views such as table, board, timeline, calendar, list and gallery can be added to view databases in different ways.
Views and Settings
In this section, the speaker explains how to switch between different views in Notion, including table, board, timeline, calendar, list, and gallery. They also discuss how each view has different settings for properties, grouping, filtering, and sorting.
Switching Between Views
- Different views in Notion include table, board, timeline, calendar, list and gallery.
- Each view has different settings for properties group filter and sort.
- You can toggle between board and table so that you can see your data exactly how you want to see it.
Timeline View
- The timeline view is a time-based view that shows tasks on a horizontal calendar.
- Tasks with associated dates are displayed on the timeline according to their start and end dates.
- The timeline view can be grouped filtered or sorted to get interesting looks.
Calendar View
- The calendar view is similar to the timeline view but spread out across the entire page.
- You can change the card size here if you want them to be a little smaller you can go small medium or large.
List View
- The list view simplifies everything by getting all the properties out of the way.
- You could turn area off and just turn my checkbox on so that we just have a very simplified to-do list.
Gallery View
- The gallery view displays each data type as its own page within a box.
- Clicking on a box opens up the page and displays its associated properties.
- The gallery view has unique settings under properties, including card preview, card size, and fit image.
Notion Tutorial: Using Formulas to Prioritize Tasks
In this tutorial, the speaker demonstrates how to use formulas in Notion to prioritize tasks based on their impact and difficulty. The speaker shows how to create columns for impact and difficulty, assign scores to each task, and use a formula property to sort tasks based on their score.
Creating Columns for Impact and Difficulty
- Create two new columns called "Impact" and "Difficulty."
- Assign each task a value of low, medium, or high for both impact and difficulty.
- Use these values to determine which tasks are most impactful yet least difficult.
Using Formulas to Sort Tasks
- Add a formula property called "Impact Score."
- Use the IF operator in the formula editor to assign numerical scores (1, 2, or 3) based on the values in the Impact column.
- Repeat this process for the Difficulty column.
- Combine these scores using multiplication in the Impact Score formula.
- Sort tasks by their Impact Score to prioritize them.
Conclusion
Notion's formula properties can be used to sort tasks based on their impact and difficulty. By assigning numerical scores based on these factors, users can easily identify which tasks are most important.
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Creating Databases for Recipes, Tasks and Ingredients
In this section, the speaker creates databases for recipes, tasks, and ingredients. They also demonstrate how to add properties and relations between these databases.
Creating a To-Do List Database
- The speaker adds a bookcase icon to indicate an overdue task.
- They create a tasks database with a checkmark icon.
- They create a recipe database with a carrot icon.
- They create an ingredients database with a shopping bag icon.
Adding Recipes to the Recipe Database
- The speaker adds spaghetti and meatballs as an example recipe.
- They add ingredients such as pasta sauce, spaghetti noodles, and meatballs to the recipe.
- They add instructions on how to cook the recipe.
Linking Ingredients to Recipes
- The speaker creates a relation property between the ingredients and recipes databases.
- They rename the column in the ingredients database to "associated recipes."
- They link the spaghetti and meatballs recipe to the "cook dinner" task in the tasks database.
Creating a Recipe and Ingredient List
In this section, the speaker demonstrates how to create a recipe and ingredient list in Notion.
Creating a Recipe Template
- To avoid retyping information every time you have a new ingredient, create a recipe template by copying and pasting the ingredients and instructions.
- Click on "Templates" to create a new template for your recipe.
- Add the name of your new recipe template, paste the ingredients and instructions, then click out of the page to save it.
Adding Ingredients to the Database
- Create an ingredients database by clicking on "New."
- Type in all necessary ingredients for your meal plan.
- Relate all of these ingredients to their respective recipes.
- Create rollups that show which task each ingredient is related to.
Viewing Databases Side-by-Side
- Use slash commands to view databases side-by-side.
- Type "/create linked database" followed by the name of the database you want to add.
- Drag databases side-by-side and make them full width pages.
Creating Databases in Notion
In this section, the speaker talks about how to connect databases and shares some ideas for different types of databases that can be
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