how to use notion for business

Create views : kanban, tables, timelines, lists, . Bookmarked tweets, articles open in tabs, videos on your "watch later" listthere's an endless supply of things to go back to. Click that, and now in the main sidebar menu, you should see the "Shared" section and your portal nested within that. If you still feel a bit lost, try a beginner-friendly Notion template. It gives you the business dashboard and built-in functionality all ready to go (as Ill go through for you below). Use the Pinterest save button by hovering over the image below. Here are some reasons small businesses and freelancers like Notion: People sometimes shy away from Notion after their first visit because it seems complicated. These free Notion business templates work like a CRM system that is adjusted to the demands of fundraising. Think of your team resource center as a hub for everything that you and your colleagues need to work at your best. 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. (62) I had no notion of what her words meant (63) He has a notion that I'm cheating him. Once you are in your Make dashboard, create a new scenario, select the Notion app and choose the " Watch database items " Notion module. You can use Notion to create a public swipe file to act as a resource for the community and attract potential customers. Theres a learning curve youll need to get past to get the most out of it. 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. When she's not writing for work, she's blogging about self-care and productivity. Here are some ideas on what to include in your team resource center: Policies and standard operating procedures. 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. Available on both iOS or Android and Mac or Windows. So this blog post youre reading was written fully in my Notion content calendar in an event on the 29th of April! You can organize the information on each page using so-called "blocks". 1. The Notion app can be downloaded on virtually any device of your choosing. 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. Notion Startup OS is the fastest, easiest, and most organized way to plan, launch and grow your startup using Notion. It is much like a summary table where the entries are available from the bird's view. It's truly a blank slatemake it your own. These are my go-to properties for my content workflow tasks: Content typee.g., blog post, social media post. I use a kanban-style board with different stages of the writing processidea, outline, draft, review, and published. (And if you use that link, you'll get $10 in credit. Priority to indicate how close the client is to closing. Plus if you do end up trying out any of the above let me know how you get on! For instance, you can use Notion to take notes, track your progress, create a mood board for art, and organize project details. Made with. 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. 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? It is available for download in iOS, Android, Mac, Windows, and as a Web Clipper on Firefox and Google Chrome. 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. Click on " Add " and follow the instructions. From the template page, click on the Duplicate link (top right-hand of the screen) to copy to your account. As you can see, Notion is designed to help you with everythingwell beyond your business. Step 4: Creating the first Make scenario. It's thus safe to conclude that Notion DOES NOT WORK OFFLINE. Social Media, Instagram, Instagram Challenge, Tips. 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. 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. Template Available Here. 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. 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. She has a PGD in business strategy and innovation from the University of Oxford and has industry and discipline experience across the spectrum. And I have found that creating a well-designed structure to study definitely . 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. It is mandatory to procure user consent prior to running these cookies on your website. 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. Ill focus today on creating a business dashboard, but many of the principles can help you design personal dashboards as well. We use a show calendar for ShopTalk episodes. To help speed up the process of finding the best pages and posts to link to, create an internal link database within Notion. This website uses cookies to improve your experience while you navigate through the website. They've created an engaging swipe file of the best Shopify privacy experiences. Let me know if you use Notion and how you're using it if it's different to my way. 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 . Notion is an app that will change the way professionals organize everything by bringing all the tools that theyneed to one place. 2. 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. By clicking Accept, you consent to the use of ALL the cookies. Valuable public swipe file. This article is designed to be used alongside Notion because Ill be walking you through the details step-by-step. So in 2020 I'm going to work hard on my mindset and mental health. Make it as easy as possible for someone to get value from your swipe file. From Asana and Trello to TeuxDeux and beyond, nothing seemed up to the task. Notion is an awesome productivity and note-taking tool I'm a tiny bit obsessed with it. As weve touched on, the sidebar is the beige/cream-colored panel that allows you to move effortlessly between dashboards and other pages. . If I'm going to put effort into the design of my to do lists it's going to be in my bullet journal. 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. 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. Nov 16, 2022 - This template keeps my business backend organized. 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. the official Notion template gallery. How to Use Notion: Creating Your First Dashboard When you look at Notion, you'll see a beige/cream-colored section on the left. This makes it great to get an overview of your CRM items and quickly find the information you need. Then you can share your calendar or workflow with team members and contractors, so they can update tasks with autonomy and leave notes. (Thanks to integrations with other tools like Figma and Google Drive, youll be organized all in one place in no time). If you're looking for a next-level way to use swipe files, release them for public view as well. RightMessage 8. Lets dive in: how to use Notion. 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. Notion is a all-in-one workspace. 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. Its bright and minimalistic view is well-organized and includes several features to help you seamlessly manage and run your business. If youre anything like me, youve probably tried every productivity tool in the books. 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. The best part of Notion calendars is you can have pages for each event. Unlike work suites such as Microsoft 365, G suite, Notion is not an amalgamation of different tools. Tortuga 6. It's easy to move cards from one stage to another in just a click. It has gained great popularity in recent years. 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. If the answer is "not very," you could benefit from a team resource center in Notion. As weve touched on, a template is a great tool for freelancers and content creation managers. You'll have an exact clone of your Notion doc living on the web for anyone with the link to access. The Notion Small Business Kit is an all-in-one package to help you start or manage a small business, all under one roof. Necessary cookies are absolutely essential for the website to function properly. Use these properties to create filters that help you look at your reading list more strategically. Soon, I was using 2 Notion accounts for 3 distinctive purposes. 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. If youre not interested in a Notion template, then keep readingthis article is for you. You can swap to a calendar view too, if that's your preferred way to visualize tasks and due dates. Step 4: Closing the loop. Evernote - For taking notes for projects and client meetings. We put together a list of the biggest companies that use Notion, along with some Notion testimonials and Notion case studies. Jungle Soul Collective | Marketing Strategist. Trying to get organized? Starter Story 5. Add the information you want to be pre-populated in each new entry, such as the agenda . Publishing a Notion doc the easy way really couldn't be much easier. How to use Notion as a business owner 1. When you first log in to a new Notion account, youll open up to your new dashboard. A product roadmap? To create your first dashboard, follow these steps: Congratulations! Here are some ideas to get you started: When you're ready to go public, create a Gallery view for your database. This is a copy of my client content calendarI've just swapped out the names of my real clients and titles. How to Use Notion for Small Business. 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. There you should see my logo/favicon for the account that shared access with you. It will give you options there to add embeds like Figma, Tweets, GitHub Gists, Google Drive, Miro, and more. You can delete or change these over time too, so dont stress about getting it perfect on the first try. When you look at Notion, youll see a beige/cream-colored section on the left. It helps streamline workflows and increase productivity. Status to show where they are in your buyer's journey. 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. Next in our Notion 101 course, lets explore a few miscellaneous tips and tools to customize your Notion to perfection. Filter for posts by a specific author, or see all content tagged with a specific topic all at once. In Notion it's as simple as clicking on a link in the side bar. Take notes in a meeting, share them with co-workers, assign tasks, create spreadsheets, and collaborate in real-time. Powerful integrations. If youve never used Notion before, click here to create an account and come back. 6. Privacy isn't glamorous, but this swipe file shows that you can respect privacy laws and have a stylish web presence. You can use it as an alternative to Evernote. The Notion app, launched in 2016 as a . 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. 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." Software I have tried in the past 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 has been in the market for several years. Notion is a type of unlimited repository: its creators call it an all-in-one workplace. To help me do this I've set up a system in Notion. All of that in just a few minutes. use "notion" in a sentence (61) He has a notion that life is a voyage. You can use it for your solopreneur business, or if your business grows, you can use it for your team, even your entire organization. Due to the pandemic, in-person meetings have been replaced by Zoom or Microsoft Teams calls. Notion works like a Wiki for your business. 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. 5. i use notion to organize my personal life and also run our businesses with the team. (They have an app for smartphones and tablets that syncs with your computer). Its something Ive used for years for work but only this year have I started using it for my own small business. Click on the plus button to add a new item to the database. 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. Check out Notion for business, the adaptable wiki software I use as a business hub, content calendar and more. 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. Did I lose you there? Rocket 57 3. Now lets customize it. Ready to organize your business with a tool you can customize to your need? This is my central home for everything on my Notion board. It works across multiple devices and syncs data in real-time. 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. Account owner to show who is dealing with the client. Filter for posts by a specific author, or see all content tagged with a specific topic all at once. 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. In doing so, it is putting a 6-year-old productivity app in the spotlight. There's no wall of text or layers of confusion. All of this is possible with Notion.so. It is not simply a note-taking app, but a full-fledged productivity tool. The second one is a calendar that I use to put in my class schedule. Client wikis will likely contain a huge amount of information. 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. The properties you select will be added to every single new task created in this database. If you create something like this internally, your team can then quickly scan through examples for inspiration. Watch. Notion highlights. Please pardon our dust. 27 Google Sheets add-ons to supercharge your FreshBooks vs. QuickBooks: Which is better? The "Brain and Hub" for Business Notion cost per month: $8.00/user/mo. Notion is an all-in-one productivity tool that can be used by people across multiple streams, such as students, businesses, freelancers, and marketers. 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. (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]. This article will show you how to use Notion, Lavendai Creatives productivity app of choice. A good template will allow you to get started with Notion quickly and easily. I also have a main goal for the month, and also three things to work on. However, you may want to limit what you place on this site. Hover your cursor over the text youd like to make a column until the six-dotted ::: and + icons appear next to the text. 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. (65) 2They reject the notion of group guilt. Then you can use that data to help you build your client wiki pages. Proper Synchronization Quickbooks - For managing my finances. To say that Notion is a note taking app is an oversimplification. How I use Notion. This is how you'll navigate through Notion and find your content. 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. 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. 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. Notion is a complex and all-in-one tool that can be used for a variety of purposes. Tip: Don't save this just for workcreate a personal brain dump or to-read list in Notion to help you organize your life. Nov 16, 2022 - This template keeps my business backend organized. 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. Managing my business. Today. Note: Its completely free. One of the reasons the developers have not upgraded the security is that it will impact the speed of the application. It takes the learning curve out of Notion and lets you get right to work. Hush my child, your journey begins now! 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. But this is not necessary for using this template! Gr. Not sure where to start? Things 3 is my go-to app for ensuring I keep on top of tasks. 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. 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. Yes, you can easily use Notion to take notes and to nicely and neatly organize them. My favorite thing about using Notion for my content calendar is that I can make it look good without compromising on functionality. Unlike some of the other productivity software options out there, its a bit of a blank slate. But before we start, make sure that you have complete sample data in all properties of your Notion databases and connected all relations. You can use it all by itself but they also allow you to combine it with other tools you already use. Then I just have a big list of the things I want to do that month. The properties you put in above are the properties you can use to filter in this step. It will look like the screenshot below. 2. 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. 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. When you or a team member lands on this page, you can quickly find what you need. As opposed to a bespoke read it later app, A Notion database is flexible. 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. 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. 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.. Works across various devices. However, it is limited to 5MB and is not allowed by Notion to store your previous changes. Youve created your first page. 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]. I also have a couple of pages dedicated to bigger future career plans and goals. 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. 3k followers Notion is an enhanced online workspace that allows you to write, plan, organize, and manage your work. However, even after the meeting, you may want to brainstorm ideas with other . Notion allows you to import Evernote . My monthly page is the main page I use throughout the month. 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. These cookies will be stored in your browser only with your consent. Take a look. Copy and paste a link. Ill wait for you here. In Notion its as simple as clicking on a link in the side bar. So, let's look at how I use it. 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. 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. When you step beyond the standard templates, there's a whole world of ways to use Notion to support your work. If the process of studying is fun, then studying will become fun. Want a task list? 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! Let me know if you use Notion and how youre using it if its different to my way. They are now all in one place. 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. (64) notion of wanting to change the world. Update Your Budget Worksheet Weekly When you step beyond the standard templates, there's a whole world of ways to use Notion to support your work. You also need to cover the discovery and SEO side of the process, like building great internal links between new and existing content. Within this database, you can create tasks by clicking + New.. Here's how to use it. 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. The all-in-one workspace - for notes, tasks, wikis, and databases. You can turn almost any app into a project calendar, but I personally love keeping mine in Notion. This will open up a blank entry that you can use to create your template. A blue line will appear to help you position and align your text in its new place. Notion offers a free version for Individual subscriptions when they simply want to reorganize their lives. I started building these for my clients recently, and it's been a huge time-saver. Here's the list: Top Notion Customers 1. You have two options: Now you have a basic understanding of how to use Notion. 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. 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. Notion continues to be the easiest way to get information centralized somewhere and shout it out to someone else. 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! The company makes the bulk of its revenue from the Team and Enterprise plans. Fantm Agency 2. Sign up for Notion here: http://bit.ly/applecheeksnotion. Your email address will not be published. Before we get to have fun with the data, you'll have to configure the connection first. I mentioned internal swipe files earlier as a way to inspire your team members. 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. Trello/Asana - For managing my design projects. Check out my Reliable External Brain Blueprint. Step 3: Send that invoice via Gmail. All you need to do for starting to use this template is to get the free Notion subscription. 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. Notion template for freelancers and small business owners, Freelancer and Social Media Manager Notion Template. 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. Now you have completed Notion 101 and know a bit more about how to use Notion. When autocomplete results are available use up and down arrows to review and enter to select. See full details of this Notion Business Rebranding Template. 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. I mentioned internal swipe files earlier as a way to inspire your team members. It's as minimal or as powerful as you need it to be. Pinterest. Scribly.io 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 Instead, jump straight to the client's contact details or style guide without distraction. You can get Notion for yourself here. The Comprehensive Guide. Once I finish writing Ill tag it as written and once Ive scheduled it to post Ill tick it off. H-supertools 4. (67) Who generalized group notion in 1870? 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. Click on either icon to begin rearranging, moving, editing, and fully customizing your control center. I also love that you can view the content in different views, although 99% of the time I have it set to calendar view. Small Business Manager. You can toggle to hide it if youd like the content to display full screen, but for our purposes today, keep it open. 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. Add a "done" checkbox to your properties, too. With everything in a database, you can search, order, and filter in whichever way works best for you. These cookies do not store any personal information. After this Notion 101 class, youll be a pro. Get productivity tips delivered straight to your inbox. 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. This is how youll navigate through Notion and find your content. 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. Well my Notion is a sort of companion to this although way less pretty! 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. 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. After purchase, you'll get access to the Notion template immediately. To create a database template, follow these steps: Navigate to the database where you want to create the template. Gathering every piece of information in that one place. 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. You can embed GIFs from Giphy, Youtube videos, Spotify playlists, images, files from Google Drive, etc. Explore. If you don't, try Zapier's Chrome extensionit'll let you send entries straight from your web browser to your content bookmarks database. Notion is my guiding light, content archive, goal-setter and planning tool. My Notion template takes the learning curve out of it, offering you helpful hints and instructions that make it easy to get started. What is Notion. Table view in Notion makes it easy to list and view all the items on your CRM in one place. And be sure to create filter views, so they can explore by topic or content type. 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. Notion is a workspace that adapts to your needs. Notion not only makes this easy to set up, but it also helps you present your examples in a really visual way. 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. 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.. Estimated value to show how much the sale or contract is worth. This website is currently under construction. Tweak those to fit with the type of project you're working on. Try Notion (Free) - https://bit.ly/justintsenotionSUBSCRIBE FOR MORE - http://bit.ly/JustinTseFollow me on INSTAGRAM - http://instagram.com/Justin.TseTWITTER. Notion Fees for Individuals. Instead, Notion plays the role of operations manager. Company or business if your client relationships are business to business. One of Notion's key strengths is project management. 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. All rights reserved. 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. Imagine if google drive and a bullet journal had a baby, that's essentially what we're getting here. This can get overwhelming, which is why I recommend creating a streamlined front page to act as a dashboardlike this. This is a walkthrough of my account and how I use Notion for my business. This is created in Notion by using a database. Take a look at this transactional email swipe file, created by Deb Mukherjee for Wonderment. This is the ultimate guide to Notion for Business in 2022. This has all my blogposts, newsletters, and other big things coming up like markets and shop drops. Collect screenshots, organize your swipe file by categories, and provide expert insights into why each example works. 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. This category only includes cookies that ensures basic functionalities and security features of the website. Swipe files are a useful way to share examples of stuff you like with your team. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. 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. Further complicating this is the fact that each task segment needs to be split and organized into different clients. 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. 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. Embedding is very simple. Every new page I add links back here so that I can easily find it. 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. 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. This database, in particular, is linked to each client sub-page. What you know about your clients extends beyond their company name and email address. We suggest setting up spending caps in each category you spend on every month as well as savings/investment goals. Brainstorming. Nicola is a freelance writer that specializes in practical, creative tips and guides for SaaS tools, company culture, and remote work. 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). However, Notion is so much more than an app to take notes. (I never promote tools I have not used myself). For using all the functionalities of this template, you can later update to the Notion Team Plan. 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. You can toggle to hide it if you'd like the content to display full screen, but for our purposes today, keep it open. 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. To answer the question can you use this productivity app for your business, yes you can. (Well recommend a few at the end of this article). You also have the option to opt-out of these cookies. This is what I mostly use it for. Before using Notion for design work, I had to rely on the following tools: Todoist - For managing my daily tasks. Columns are a great way to group text and visuals together without having to create a database or table. Touch device users, explore by touch or with swipe gestures. Formats text and headings, etc for seamless copy and paste. 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! Use Tables. The Notion Business Compass is ideal for companies that are working with team members and freelancers . 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. Build a swipe file filled with solid examples of best practices in your industry. Type / and scroll to the EMBEDS section. Connect Third-Party Apps. 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. Reasons I Decided to Use Notion This is where filters come in. It's an incredibly powerful tool to help you plan, organize, and innovate the way you and your business work. Each show added to the calendar automatically creates a page that we use as collaborative show notes with our guests. Team use is available through either the Enterprise or Team plans. Well start working from here. One of my favorite things about Notion is the ability to embed media, files, projects, and more. I don't use Notion as a to-do list - I should make that clear immediately. 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. Hubspot/Google Sheets - For CRM and lead management. these helpful Notion video guides. 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. My Freelancer and Social Media Manager Notion Template is perfect for content managers who want to stay organized. Most of us started experiencing this issue when we had a million different apps. Notion allows you to blend databases with other content and makes it easy to share the data across the entire organization. Voil, you're done! Let me back up. Notion isn't just a place to organize your thoughts or create your own color-coded habit tracker. Store strategy documents, ideas, recommendations, and templates in one placeso you all have access to what you need, when you need it. [2023]. Share it with clients too, if you like that kind of transparency, so they can see progress at a glance. Use this template to define your brand voice & tone in Notion. Like everything else on Notion, columns are customizable. Often my monthly list of things I want to do is pulled from this quarterly list. Notion is an all-in-one workspace to build wikis, share documents, take notes, manage workflows, and get organized in a single hub. I love it! 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 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 . 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. 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. 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. 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 . Battle Balm 7. It is the only top-level page I use. It allows you to write, plan projects, create task lists, and get organized all on a single platform. Notion has the capacity to replace several organization and productivity apps. Click here to get our Notion template for freelancers and small business owners. 6. I describe it as Evernote meets Airtable. And the biggest way we overcomplicate that is by having a million places we could put it. This is a walkthrough of my account. This gives your audience a more visual, user-friendly way to explore the amazing content you've collected. Now Notion is no different than the other online places like Evernote, or OneNote. Delaney Mann is a marketing strategist, small business enthusiast, and wellness lover. 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. Ill, again, start with a screenshot of my Notion page for my business to walk you through a few examples. One tool for everything. Variety of Notion templates to help you lay the foundation. Does what it says on the tin, these are all my goals for the year. 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. 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. 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. Of course, there might be workarounds for this, but those wouldn't be necessary if it worked in the first place. Copyright 2022 Lavendai Creative. For new users, selecting a template is much easier than having to do everything from scratch. Basically, your first dummy invoice should be ready to send in Notion. 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. 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. But thats what Im here to help you do today. For us, that's extremely important because half our team is remote. That was until I met 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. We also use third-party cookies that help us analyze and understand how you use this website. (66) I tried to disabuse him of that notion. 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. Isn't it pretty? One of my favorite examples of a public swipe file comes from a brand that I've written for and loveEnzuzo. Notion's ease of use is one of its hallmarks. Making time to review the information weve gathered. 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). 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. How easy is it to find the correct version of your brand logo, product roadmap, or content strategy? Discover short videos related to how to use notion business on TikTok. Notion has been doing the rounds a lot recently in the creative community. Conclusion: How To Use Notion As A Content Creator Notion is a wonderful free tool for content creators. An excellent example of this is the content bookmarks template by Brittany Berger of Work Brighter. 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. 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. The template gives you a simple, streamlined way to organize and work through your to-read listwithout distractions. 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. My planning pages are similar to the ideas pages in that theyre basically just glorified lists. Customise your workspace with blocks, emojis, coloured or highlighted text, images, etc. We all know how much I rave about having a bullet journal? these are pages you can use for yourself, already set up, so you can start working right away. The freemium product makes money from users who want advanced features. Gen Z is turning personal planning into a visual art form. To start with, I'll complete a reflective diary at the end of every week and every month. The tool supports you in all steps of the process. Your tasks will automatically reorganize accordingly. 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. Well email you 1-3 times per weekand never share your information. Instead of keeping hundreds of tabs open in your browser, create a "read later" list in Notion. As you may know, Notion allows you to create Kanban cards just like Trello. Without a system, it can quickly get overwhelming. There are recurring tasks, one-off tasks, internal reminders, varying due dates, follow-ups, delegation, and more. Content marketing isn't just about writing stellar content that captures people's attention. If you don't have to upload too large files and store too much information, you can absolutely use this free version. Notion templates are made to help you boost your productivity and organize both your personal and professional life. I like to use Notion to create client wiki pages to document preferences, wants, and needsso I'm able to delight them every time. Much like with the columns, the sidebar displays a six-dotted icon and a + icon when you hover over it. sign up for notion here: https://ntn.so/andrewethanzeng today i'll be sharing a tour of my notion. If you found this useful be sure to share it to Pinterest to come back later, and so others can find it too! Those who sign up individually may also be able to use Notion for free if using the Free Plan. It has a host of customization options and integrations that allow you to make your Notion dashboards and pages exactly how you want. 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. Free to start using. But opting out of some of these cookies may affect your browsing experience. How I use Notion for projects. Notion is based on a freemium model. If you are trying to get your blog, YouTube channel, social media, etc., together, this is a fantastic tool. 142K subscribers Notion is great for all types of lifestyles whether you're a bustling small business owner or a heavy procrastinator. 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. Rather, it brings all your notes, wikis, and tasks into a single platform. 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. Notion.so has become my hub for all things. This is where the Notion App comes into play. Personalise your space by adding stock or your own images to pages. 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. if you want to dive deeper with step-by-step instructions. A design repository? 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