It's no secret that we love Notion. We've found it's the best for customisation and building systems that are tailor-made for you and your business.
We use Notion for our personal lives (including study & travel planning), and all our creative & business ventures! SO, here are 5 features that have revolutionised our processes and the way we work.
Leverage Databases for Centralised Information
Databases are like excel spreadsheets on steroids. Instead of dumping your information on blank pages, create databases in Notion to store and manage information. Use relation properties and rollups to link related data, such as connecting tasks with projects or clients. Customise views (table, board, list, calendar) to fit your workflow needs. We use databases for clients, tasks, projects, meetings, SOPs, resources, content calendar, sales CRM, employee directory and SO much more. Storing your information in databases means you have easy access across your Notion workspace, and you can link any database to another.
Utilise Templates for Efficiency
Design and use custom templates for recurring tasks, meeting notes, or project setups. Templates help standardise processes and save time by providing a ready-to-use structure for new entries. We use templates for our client portals, which allows us to hit just one button when we land a new client, and a whole portal is built out based on the exact information we need. We even create meeting note templates with our meeting structure and task database built in for easy access.
Implement Advanced Filtering and Sorting
Set up filters and sorting options in your databases to quickly find relevant information. For example, filter tasks by due date or priority and sort project statuses to get a clear view of progress. Our favourite tip here is to create personal dashboards for you & your team members in Notion. These sit in your private space in your sidebar, so only you can see. Add in your tasks database, meeting notes, any relevant info you need day-to-day, and filter out so they only show entries assigned to you.
Integrate with Other Tools
Connect Notion with other tools you use, such as Google Calendar, Slack, Clickup, or Email, to streamline your workflow. Automate task updates, sync events, and keep your workspace connected with external applications. So long as your external tool has an API (most do), you can integrate it with Notion via middleware such as Make or Zapier.
Use Notion’s Collaboration Features
Take advantage of Notion’s collaborative features like real-time editing, comments, and mentions to enhance teamwork. Share pages with team members, assign tasks, and communicate directly within your Notion workspace.
And hey, if you need any help setting up your Notion workspace, get in touch! We'd love to help. Tess x
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