Transcription
Hello and welcome to the ultimate Notion tutorial for 2024. In today's video, I'm going to teach you everything that you need to know about Notion so that even if you're a complete beginner right now, by the end of this video, you will be a Notion Pro.
We're going to start with the more basic topics in Notion, like creating pages and adding text, and then we'll work our way into the more advanced topics like databases, relations, rollups, and formulas. If you are a complete beginner, I recommend watching this video all the way through at least one time. But if you're more advanced or you've already watched it through, you can come back and use the chapters below to skip around the video and find exactly what you're needing help with.
So, what can you use Notion for? Well, it's great for taking notes and word processing, but it also has the ability to create powerful mini-apps like task managers, book trackers, CRMs, recipe trackers, and so much more. And that's why I love Notion so much. It's replaced the Google Suite for me. It's replaced Microsoft Word. It's replaced all of these legacy apps that you use and added powerful new features.
Now, you may like learning in a more hands-on, interactive way, and if that's the case for you, then I recommend checking out my Notion All-Access Pass. This gives you access to my private Notion Community, all future and current premium Notion templates that I've created, and my flagship course, Notion for Productivity, which goes the extra mile to teach you the secrets of the top 1% Notion users. So, if you would like to join hundreds of others who are advancing their careers, advancing their businesses, learning future-proof skills, and achieving maximum productivity using Notion, then you can click the link below this video to check out the Notion All-Access Pass. If you decide to join, I look forward to welcoming you and serving you inside of our community.
Now, let's get into the value-packed Notion full tutorial. We're going to start with settings and account creation, then move on to Notion pages. After that, we'll talk about Notion blocks. Finally, Notion databases, and then at the very end, I'm going to go into some advanced Notion concepts such as formulas, relations, and rollups.
Let's start by creating your Notion account and setting it up for the first time. To start, you're just going to go over to Notion's website, notion.so, and once you hit enter into your address bar and you're on their site, you can just hit "Get Notion for free." From here, it's just going to ask you to sign up with a simple email address. So, I'm just going to enter my email here and hit continue.
At this point, you'll have to head over to your email and grab that verification code that it just sent you. I have that code right here, so I'm just going to right-click and paste it. Now, I'm going to hit "Create new account."
At this point, you can add a photo, a name, and a password for your Notion account. All right, I've got this all filled out here, and now you're going to see this little box here that just says, "I agree to Notion marketing communications." If you don't want to see their marketing communications, then you can uncheck this and hit continue.
Now, it'll ask you what you're going to be using Notion for. To start, I'm just going to say "for life." This isn't going to set my Notion account on a path that doesn't allow me to use Notion for work or for school, but if you use "for life" here, then you can start out and follow along exactly as I do. Hit continue, and now we've created our Notion account. I'm just going to hit "Okay."
And right off the bat, you'll see that we have this "Getting Started" checklist. So, this is going to give you a basic understanding of how to use Notion, and if you want to, you can go through this quick tutorial and check these boxes as you complete the items in the list. As for myself, I'm going to delete these default pages that we start with here, and then I'll hit "Add a page" so that we have a blank, untitled page to begin with.
Next, let's take a look at Notion's settings and pricing plans in case you do want to upgrade or alter your Notion account. I'm going to click on "Settings & members" in the upper left-hand corner to get me where I need to go. Right out of the gate, if you want to make sure that you have maximum security for your Notion account, you can hit "Enable two-step verification" right here and go through that process. In this case, I'm just going to close that because I don't necessarily need to do that as of right now, and then I'm going to go to "My account" in the upper left-hand corner. Here I can change the name and photo that I added from the beginning. I can change my email here. I can set a new password. If I closed that two-step verification window, you can always come back here and alter your two-step verification settings. If you're ever speaking with Notion support and you want to grant them access to your Notion account, you can do so by toggling this switch right here. They may request that if they're trying to work on your account. You can log out of all of your other devices, and you can always delete your account if it comes time where you don't want to use Notion anymore.
Next, let's look at "My settings." So, under "My settings," this gets a little bit more interesting. We can change our appearance of Notion here, and I actually prefer working in dark mode, so I'm going to use dark mode for the rest of this tutorial just by toggling the switch to dark. It's just light mode by default with the classic Notion branding, but I'm going to switch to dark mode now, and that's going to be much nicer on our eyes. Another way to toggle between dark and light mode is to use Control+Shift+L on Windows or Command+Shift+L on Mac. So, I'm just going to hit Control+Shift+L and Control+Shift+L to toggle back to dark mode.
This "Open on start" setting allows you to set a page in your Notion account that you want to open by default. Since we haven't gone over pages yet, this might not make sense, but you can always refer back to this after we've talked about pages. If you want to set it to "Last visited page" or "Top page in sidebar," you'll understand what this means after watching this tutorial. Now, if you want to install the desktop app for Notion, then you can actually install that by clicking this link right here. And if you have this checked, it will open links in your desktop app when you're using Notion.
Next, we have the date and time settings. You can set your time zone automatically just by toggling this on, but if you want to control the time zone that you're using in your Notion account, you can turn this off and select your time zone from all of these options here. I'm just going to turn it back on to automatic.
Now, for privacy settings, you can change your cookie settings in Notion. They will have certain settings on here that you don't necessarily need, like this "Targeted marketing" and "Targeted advertising" one. You can turn that off if you don't want them tracking you so that they can do their marketing. You can also turn off analytics. You can turn off functional, but some of these things you're just going to want to leave on. I would probably leave functional on, and analytics probably doesn't hurt to have it on. "Strictly necessary" – these ones are cookies that you just can't turn off, or else the app just won't work. Once you change your cookie preferences, it will reload Notion. So, I'm going to hit "Okay."
I'm going to go back to "Settings," "My settings," and I'm going to scroll down. "Profile discoverability" is the final setting. "Users with your email can see your name and profile picture when inviting you to a new workspace." If you don't want them to be able to see you by typing in your email and you don't want your picture and your Notion profile to pop up, then you can turn this off. But if you're okay with anyone in the Notion ecosystem being able to type in your email and see your account pop up, then you can leave it on. I'm just going to turn this off for this particular account.
Next, let's take a look at the notification settings. You can get there by going to "My notifications" here. You can decide if you want mobile push notifications. You will need to install the Notion app on your phone to get these, and this will notify you if you're mentioned in a Notion workspace or a comment. If you work in Slack, then you can turn on Slack notifications as well, and that will notify you when you're mentioned in a page, property, or a comment. I'm going to leave that off because I'm not using Slack.
Then we have the email notification settings here. This "Email digests" one is going to give you a digest every 8 hours. So, I'm just going to turn this off because I don't want to be getting a ton of emails about my Notion account, but if you are using it for teams, this might be helpful. This top one is good to leave on because if you are getting invited to a page or you're getting mentioned in something important, then you're going to receive an email about that. If you want to edit the settings for new product launches or marketing emails that Notion sends, then you can hit "Manage settings" right here on the "Announcements and update emails."
Next, you can go to the "My connections" tab, and this is where you're going to be able to manage your connections. There's going to be a ton of connections that you can add in Notion when you hit "See all," but the main ones are Slack, Google Drive, and Figma. You can scroll through and see what else they have to offer as well.
Next, let's go to "Language and region" settings, and here you can set your language and you can change if you want the week to start on Monday. By default, it starts on Sunday, but some people wonder, "How do I change it to Monday?" I'm actually going to change it to Monday because that's just how I roll.
So, those are sort of your personal Notion account settings, but what if you wanted to change your workspace settings? So, I'm going to click on "Workspace settings," and here I can change the name of my organization. So, this is how others are going to see my Notion account when they try to join this community or when they try to install something in this workspace. So, if you have a company, you're going to name it after your company name. I'll just name mine "Productive Dude," and you can change the icon for it here. You can select an emoji, a Notion icon, or a custom upload here. You can change the domain that you have associated with your Notion account. By default, they're just going to give you a random domain, so I recommend actually changing this to your company name if it's available. Here you can add allowed emails. So, if my email domain is hello@productivedude.com or carter@productivedude.com, I can just add "productivedude.com" as an allowed domain here, and then whenever somebody signs up with that email, they're just going to be automatically added to my workspace. If I have a Plus account, I can add a public homepage here. And if I ever want to leave Notion and I want to export all my content and take it with me, or even if I just want to back up all the content in my account, I can export my content right here. If you have a business-level account, you can export all of your members as a CSV as well. So, if you get up to hundreds of members in your Notion account, you can export them here. Here you can turn workspace analytics like page views on or off. I'm just going to leave it on because it doesn't do me any harm. Once again, there's a "Delete" button. This is different from deleting your account; it's just deleting your workspace. So, if you want to delete your workspace, you can do so right here.
Once you're done here, you can just hit "Update" and then go back into "Settings & members" and we'll take a look at this "People" tab right here. On the "People" tab, it's going to give you an invite link that you can send people if you want them to join your workspace. This will show you all of the members in your Notion account. You can also toggle over to "Guests" and "Groups." Groups and members are members of your team and members of specific groups within your team. I actually invite my members as guests; it's a lot more economical that way. You can silo things off if you create teams, but then you're going to need a team Notion account, and you're going to be paying per seat. What I recommend is just using the guests feature whenever possible.
Notion has to make money somehow, so they make a lot of their money off of teams. Now, let's take a look at Notion pricing. If you hit "Upgrade" within your workspace settings, you can upgrade to Plus, Business, or Enterprise. What I recommend for most people is just using Plus. If you do want to upgrade, Plus will give you access to up to 100 guests, 30-day page history, and it's going to give you unlimited blocks and unlimited file uploads. If you're getting more into the team usages, then you can upgrade to Business or Enterprise.
Now, Notion also introduced Notion AI, and Notion AI is a special add-on that you can add to your plan by clicking right here. Notion AI is charged separate from Plus, Business, and Enterprise. If you want to see more of what these plans have to offer, you can just hit "Compare all features" here, and you can scroll through this table to see what these different plans offer.
Notion works great with educators and students, so if you want to, you can use the "Get the education plan" button down here, and that will actually give you a Plus account for free, except you just have the one member limit, so keep that in mind if you're a student or an educator. Under FAQ, you can hit the "Plans, billing, and payment" link if you want to see more, or you can hit "Message support" if you want to talk to somebody on the sales team.
This "Sites" tab is going to keep track of all of your published sites from your Notion account. So, these are basically just pages that you publish and you have a link to that you can send to the public. Here you can edit more security settings. Most of this is for Enterprise-level Notion accounts. "Identity and provisioning" again is mainly for Business and Enterprise accounts. The "Connections" tab is going to allow you to add member-level connections or workspace-level connections if you have different apps that you want to connect to Notion. And finally, the "Import" tab can get you started if you're trying to import, let's say, like a Word document or you're trying to import Evernote notes.
Once you're done editing your settings, you can just click out of this window. Next, I'm just going to explain the overall user interface for Notion so that you know where everything is. First and foremost, we have the sidebar on the left-hand side of the screen here. You can toggle this open and closed just by clicking this button in the upper left-hand corner with the double arrows. So, I'm going to close it, then you can hover and open it back up, and that will be there at all times, including all of your pages. And you can even drill down into your pages and see pages within those pages. You can change the icon of your page here, and you can even add a title of your page. So, I'll just name this "Homepage," and now, as you can see, that page is here on my sidebar.
If you want to add a new page, there's lots of ways to do that. You can hit this plus button. If you want to add a page within the homepage, you can hit "New page" right here. You can hit "Add a page" right here as well. So, there's lots of different ways that you can add a page in Notion.
You can see all of your Notion notifications by hitting Control+Alt+U, and that will pop open your inbox where it has all of your Notion notifications, or you can just click the inbox button in the upper left-hand corner. If you want to search within your Notion account, you can search right here, or you can hit Control+K, and that will open up the search as well, and then you can just search for anything. Let's say I wanted to find my homepage, I just type in "homepage," and even though I spelled it wrong here, it still found it right here. So, that's pretty amazing. Notion search is one of its best features. Notion is very serious about their searchability, so you can even click on this "Show filters" right here, and you can filter by different things here.
Notion even has its own calendar app. So, if you want to integrate your Notion account with a calendar application and you want to plug it in with Google Calendar or Outlook, then you can do so by hitting this calendar button right here, and that will take you to Notion Calendar. I have some more videos on that if you're interested in checking them out.
This "Create team space" button will allow you to create a separate space within your workspace for a specific division of your team. This is where you're going to start opening up a can of worms where you have to start paying for Notion. So, I typically don't recommend this if you're just getting started and just learning it from the ground up, but later on, if you want to add a team space and you want to siphon off different divisions of your company, then this is a good way to do that.
The "Templates" button right here will take you to a huge database of Notion templates that you can search from and use right out of the gate, but a lot of them are quite generic. So, I recommend checking out our premium Notion templates over on my website, ProductiveDude.com. Purchase our All-Access Pass if you just want to get all of my premium templates. The cool thing about my templates is I give installation guides with them, and I show you exactly how to use them to enhance your productivity.
The "Import" feature is just going to open up the import settings that we showed you earlier, so that you can quickly import different pages. And let's say I wanted to get those pages back from earlier, I can hit this "Trash" button right here, and it's going to show all of those pages that we used to have, and I can even restore them by hitting this button right here. And as you can see, it brings that "Reading List" page back that we got right out of the gate. I'm just going to delete it again because we don't necessarily need that in this example.
If I want to toggle the workspace that I'm in, I can click on this button in the upper left-hand corner, and I can change which workspace I'm a part of. I'll need to get invited to different workspaces or added to different workspaces via my email to see the workspaces that show up here. And this is also where people will be able to come if they want to see your workspace if you've already invited them as a guest or as a team member.
Next, we're going to be diving into Notion pages, and Notion pages are a foundational concept and a foundational component of your Notion workspace. So, I'm going to show you how you can create new pages, edit page settings, and share pages with others.
If you want to create a new page, you can just hit "Add a page" right here on the sidebar, and that's going to add a new page. I can just give it a name, and I can add an icon here. If I wanted to add a page within this "Give it a name" page, there's a couple ways that I can do that. First and foremost, the easiest way is just hovering over this page on the side and hitting "Add a page inside." From there, it's going to open it up in a popup, and it just says "Add to Give it a name" up top here. So, I'm just going to say "Give it another name," and I can add another icon here. Then I can click away.
So, now we have this link to "Give it another name" inside of "Give it a name," and on the sidebar here, as you can see, this is putting it into this little toggle list where I can hide the pages within it, or I can open it up and see all of them. So, this is a good way to organize your page. You can use one page like this, "Give it a name" page, as a folder, and I'll just rename it so that we have some good conventions here so that you can understand what I'm doing. So, let's say that's a folder, and then within it, we can have as many of these pages as we want, and I can even drag new pages in there, or I can hit the plus button on "Add a page inside," and as you can see, you can add as many pages within here as you want. And then if I click on the folder, they're all just going to be in here.
Another way to add a page within a page is to click into said page and type in `/page` and then hit enter. And now it's created another page within this folder. So, I'm just going to call this one "Quick Page," and click back to my folder using the breadcrumbs here. And now, as you can see, we have all of these different pages within our page.
You can add a cover photo to your page by hitting "Add cover" at the top right right here, right under the icon. So, if I hit "Add cover," it's just going to open up the cover photo, and then I can hit "Change cover." And by default, Notion has a gallery of images that you can use from the James Webb Telescope. They've got some colors and some gradients here, they've got some NASA images, all kinds of neat stuff here. So, you can add some of these beautiful images by default, and once they're added, you can hit "Change cover" right here if you want to alter it again, and you can even upload your own images, link to images, or you can go to Unsplash and search for any image that you'd like. So, if I type in "mountain," I'm going to get a bunch of images of mountains that I can use as my background here.
If you want to, you can also add a comment to a page. So, if I hit "Add comment" at the top of the page here, I can leave a comment for anyone who has this page shared with them. So, they're going to see this comment from me if I type it in right here. I'm just going to say, "Hey guys, this is the folder. You can check out our awesome pages inside." You can mention other pages, people, or dates by using this "@" button right here, and you can even attach files with this attachment. So, I'm just going to send this off, and now that comment is going to live on the page. People can react to it with an emoji, or you can hit "Resolve" if it's something that you want to see disappear, and then you can see your resolved comments by clicking into them.
Another cool thing about pages is you can just start typing in them. So, let's say I just got rid of all these pages by clicking and dragging over them and then hitting backspace to delete them. Now our folder is empty. I can just click anywhere and I can just start typing in Notion. I'm just going to type in "This folder is empty." And it's important to note that even though I've named this folder, it's still considered a page, but you can treat a page as a folder that is, if you want to store other pages within it.
If you want to change the text settings, just highlight the piece of text that you want to change, and then you can actually add bold, italics, underline, strikethrough. You can mark something as code, you can create an equation. So, let's say I have 2 + 2. I can highlight that, and if I hit "Create equation," it puts it in this fancy equation text. You can also highlight your text and change the text color or the background color of your text. So, let's just say I wanted this to have a yellow background, and let's say that I wanted to @ myself here. So, I could just type in "@" and then "Carter Srirat." Now it's going to @ me and notify me.
You can also highlight your text and you can hit "Ask AI," and then from there, you can go with one of these general prompts or you can type in your own prompt in relation to this text right here. And I'm just going to type in "What does this mean?" and hit enter. And as you can see, it's going to give me an AI answer. I can choose to "Replace selection" if I want to with this AI answer, or I can "Insert it below," "Continue writing," or "Make it longer." I'm just going to "Insert it below," and now I have an AI response just populated directly in Notion, telling me what this means.
I'm going to highlight and delete the content on this page now, and let's go ahead and share this page with someone. So, if you want to share this page, you can hover above the right-hand corner and hit "Share." I'm just going to invite my "Demo Workspace" here by typing that email in and then clicking on it.
Now, this next part is important to pay attention to. If you want to change the access level that this account has, you can hit "Full access" right here and you can change the access level. If you just want them to be able to edit but not share with others, you're going to need a Plus account for that. But if you're okay with somebody having full access, just comment abilities, or just viewing abilities on that page, then you can change to one of these options. If I hit "Can view" and then I hit "Invite," it's going to ask me if I want to add this person to the workspace. At this point, this is where you hit "Skip for now" if you want to add them as a guest. If you want to add them to the workspace, you can check this and hit "Add to workspace." From there, it's going to want to bill you for a team space, so just make sure that you hit "Skip for now" if you just want to add them as a guest.
And now you can see all of the people with access to this said page, and they're also going to have access to any pages that you add within this page. Now, the way that this sort of works is if I add a page in here, just type `/page`, hit enter, "Page within folder," that person is going to be able to click into this "Page within folder" and they'll be able to see it. Now, but if you have this page shared directly, then anybody that has this particular "Page within folder" shared with them will not be able to access the outer pages. So, it works in a hierarchy. Whatever page on the furthest outside they have access to, they're going to have access to all of the pages within. But if you only share one of the pages within that folder or that page with somebody, like this page right here, let's say I share this one with my other demo account and I invite them. Now you'll see that that demo account has access to this page. This one has access to this page, but if I go out to the outer level page here and hit my share settings, you'll see that that new demo account that I added doesn't have access to this page. It only has access to the page within. So, that's how the sharing hierarchy works in Notion.
Now, let's say I wanted to publish this page so that I could just send people a link and they'd be able to see it from the web. If I go to the "Publish" tab here and then I hit "Publish," it's now going to allow me to just copy this link and share it with anyone on the web, and it will be a public page. If you want to allow anyone to be able to edit this page, which is typically not advisable, then you can turn on "Allow editing." You can also allow commenting if you want people to be able to comment on any piece of this page, and if you want somebody to duplicate your page as a template, you can have this turned on right here. That will add a "Duplicate" button in the upper corner. If not, you can turn that off. If you want your page to show up in Google search results, then you can turn on "Search engine indexing," and it will actually create a Google listing for this page and put it out there for the public to see. Then you would just copy this link and you can send it off to anybody that you want, or you can add it to a button on your website, and people can come and look at this Notion page. Just to show you a preview of what this will look like, you can hit "View site," and as you can see, it just says "Built with Notion" in the corner. If I had "Duplicate" on, they'd be able to duplicate up here, but it really doesn't allow you to do much with this page other than look at it with the current settings that I have added.
Let's go back to our "Folder" page, and now I'm going to be looking at the "View comments" button in the upper right-hand corner. "View all comments" allows you to see all the open comments on a page. So, if I add a new comment, I'll just say "New comment" and hit send. As you can see, it gets added right here, and then once it's resolved, it will disappear from these comments. You can also view page updates by hitting this "View all updates" button, and this is going to show you everything that's happened within the page. You can also go to the "Analytics" if you want to see how many views this page has gotten, and you can change the date range right here.
If you favorited a page, it's going to change its position in the sidebar and it's going to add this "Favorites" tab here so that all of your favorite pages are showing up first. I'm going to unfavorite this page. And if you click in the upper right-hand corner on these three dots, you're going to get some page customization options. You can actually change the font that you're using. So, they have this "Serif," which is good for publishing and word processing, and they have "Mono," which is good for drafting and notes. I prefer to just stick with the default most of the time because that's how I use Notion.
If you want a little bit more space, then you can hit "Small text," and that will actually make your workspace a little bit more compact, a little bit harder to see, but you are going to be able to get some more on the page. You can also change to "Full width" if you don't want this boxed layout, but if you want it to just stay within this boxed layout, then you can turn "Full width" off. You can also "Lock the page" so that nobody makes any accidental changes. So, if the page is locked, I can't highlight this and delete it; I can only click on it. I'm going to turn "Lock page" off.
And then if I go to "Customize page" here, it's going to allow me to change a few things. "Top-level page discussion" – I can turn that off if I want to, and that will turn the comments off in that section. "Backlinks" – if there's a link to this page, it will show up here. It's not showing up right now, but I can turn that off. I can make it expanded. I can change a few settings in the backlinks, and then I can also make "Page comments minimal" if I want to see them a little bit less.
You can import an export your page by hitting "Import" right here, and that will bring you once again to the import data if you want to import any of this data into this particular page, or you can click on "Export," and there's numerous ways that you can export your data right here, and it will give you a downloadable file with all that data within that page. Here you can edit your page-level connections. So, these are different integrations, different API calls that are going to be made to Notion. So, what you can do is you can change which ones have access right here, and this is just changing it on the page level. If you want to undo something on your page, you can hit "Undo" right here. You can also just hit Control+Z on Windows or Command+Z on a Mac if you want to go back and undo something.
Next, we're going to look at Notion blocks, and you can think of blocks as the building blocks or the components within your Notion pages. Let's go ahead and start creating some blocks. I'm here on my Notion homepage, and just as I showed you before, if you want to create a basic text block, you can just start typing something, and from here, we have a block. I know this is a block because I can hover over it and I can drag it to move it around. If I wanted to create a separate block, I could click below this one and I could start typing something else, and now I have two blocks. So, this block and this block. You can tell they're separate because I can highlight both of them, and there's this little thin line between them, and you can drag them from the side right here. So, if I drag this one, I can even drag it to the side of this block when I get that little blue line. As you can see, now this block is on the right, and this block is on the left. We have two separate columns. I'm going to drag to highlight and hit backspace to delete those.
And now, let's talk about some other useful blocks within Notion. If I hit `/`, this is going to be the key to getting access to all of the different block types within Notion. So, just write this down; you're going to be using this a lot: the slash button. And now you can just start typing the name of the block that you want to pull in. So, I'm just going to type "list" because this is the first type of block that we're going to look at. Not the database list view; that's different. But if I scroll down to "Basic blocks," this is where we're going to be starting out. So, we have a "To-do list," a "Bullet list," a "Numbered list," and a "Toggled list." That's right, you can create lists in Notion.
So, if I hit "To-do list," it's going to start populating in these little checkboxes. So, if I just start entering little to-dos, I can do that here. I can just write "Morning routine." Let's say I want to do my morning routine, and then if I hit enter, it gives me a new one. I can write "Feed the dog," "Walk the dog," "Make a Notion tutorial." I can really just keep hitting enter and typing as many of these as I want. If I hit enter and then I hit Tab, it's going to add a sub-item to this list. So, "Making the Notion tutorial" might contain other parts like "Creating a script," "Filming," and then "Editing." And as I go, I can check these different items off within my list.
If I highlight my entire list and then I click on the upper block at the very top of it, what I can do is I can hit "Turn into," and then I can select a different type of list that I want to turn it into. So, if I'd rather this be a bullet list, a numbered list, or a toggle list, I can do that. So, let's just turn it into a bullet list. Now, as you can see, it turned all of these high-level items into a bullet list. If I highlight the ones below, I can also turn those into a bullet list, and that will make them sub-items within this list.
Let's say "Creating a script" had multiple hierarchical levels to it. If I wanted to, I could just hit enter underneath "Create a list" and then Tab, and I could add as many levels as I want here just by hitting enter, Tab, enter, Tab, enter, Tab. I can even turn it into to a toggle list, and this is a unique setup for Notion that allows you to basically have these little toggle items that you can put content inside of. So, let's say my morning routine had the sub-items, but I didn't want to see them all the time. I could actually put them in a toggle list. So, now that I have this open, let's just go ahead and add my morning routine items as a checklist: "Drink water," "Shower," "Meditate." And let's close that, and now they're all hidden. But if I want to see them, I can open this back up and I can check them off. Same goes for these other items within the toggle list. You can put different content within these, and it's a good way to keep Notion compact and clean.
Next, let's look at the "Table" block type. This is different from a Notion database. If you've heard of Notion databases, we're going to be getting into those later in this guide, and they're kind of like tables, but tables are just a bit simpler. So, if you just want to add a basic table in your Notion account, then you can hit `/` and you can type in "table," and then you'll get this basic block table. Not to be confused with "Table view" or "Table of contents." "Table" will just create a simple table for you. You can add columns, you can add rows, and you can just basically type in anything that you want here. So, let's just say "Name," "Address," "Phone," and then you could put different information in here. I'm just navigating this by hitting Tab to go sideways, or using my arrow keys on my keyboard, or hitting Enter to go a row down.
If you click on your table and go to "Options," you can also change the "Header row" or "Header column" toggle on if you want the first row and the first column to become a header. So, I'm going to turn "Header row" on, and as you can see, it just bolds this and changes the color behind it. If I want this table to fit to the page width, I can click on it and hit this little expand button right here, and that's going to fit it to the page width. If I change this to a full-width page like I showed you earlier, you would have to click this again to get it fit to the full page width. You can drag these columns around, and you can even double-click on these columns if you want it to snap to the longest content within it.
Let's say I wanted to change the color of a row or a column. I could just hover over the side of it and I could click this color button right here, and then I could select the color of it. This will change the text, this would change the background. Let's just change the background. If I click on a row, I can also hit "Insert above" or "Below," or I can "Duplicate" that row. So, I'm just going to hit "Insert above," as you can see, and then I can duplicate this empty row if I want it to. Let's highlight this and delete this table.
Next, we'll look at adding dividers to break up your page. So, if I just have a bunch of content here, and I could just type a bunch of content, but actually what I'm going to do is I'm just going to hit `/AI` and I'm going to ask AI to write. I'm just going to write some "Lorem ipsum" and hit enter, and it will just write out some gibberish for me just so I have some basic text content. I'll make it longer, and I'm going to hit "Done." Now, this will serve as a good way to show how the divider works. If I wanted to divide this content from some other content on my page, I could just hit enter below it, and then I can type in `/div` and that will give me the basic block divider. I can hit enter. Another way that I can do this is by typing in a couple of hyphens, and after the third hyphen, it's going to create a divider. So, that's a quicker way to create dividers if you want to. And then I can start typing something else down here, and I can drag this divider underneath it. Let's just duplicate this "Lorem ipsum" a couple times, and we'll put these dividers between these different pieces of text.
Next, we're going to look at the "Callout" block, and the "Callout" block can be great for also dividing up your pages or just adding a special header to your page. So, I'm going to type in `/` and then type in "callout" and hit enter, and it's going to create this box with an emoji and a title right here. So, I'm just going to call this "Lorem ipsum," and I'm going to highlight that title, make it bold by hitting Control+B or just hitting the bold button, and I'm going to select this little callout icon, and we'll just go with the word bubble. And I can either just drag this above my "Lorem ipsum," or I can even drag some "Lorem ipsum" inside of this. So, you can drag content into these callouts, and it makes for a great way to divide up your pages.
I'm just going to duplicate this callout now, or I could have created another one with `/callout`, but I'm just going to duplicate it, and now I'm just going to drag this text in here by copying it with Control+C, highlighting the old text, and then pasting with Control+V (or Command+V if you're on Mac). And now I'll just change the title to "Start typing," bold it, and I can add in an icon here. Then let's delete this information here, and as you can see, now we have these callouts separating things, which I actually prefer. This is my favorite way to create Notion pages is to separate them with callouts, and then you can drag this callout to the side of this other callout here, and you can drag them wherever you want. This is just a good way to make your pages more modular. You can even click on the callout block and you can go to "Color," and then you can change the color of everything within your callout. If I change it to say, a purple background, it's going to make the background of the overall callout purple, as opposed to if I went in here and I highlighted some specific text and changed the background of that to yellow, in that case, it would make that yellow on a purple background within the callout.
Let's look at some other blocks. So, if I hit `/` and I scroll through these "Basic blocks" here, you'll see that we can also create headings, which these are similar to text; these are basically just bigger forms of text. You see the simple table, all the lists that we've gone through, the divider, the callout. Now, you can also add a quote. So, if you hit the quote button right here, it's actually going to just give you some fancier text for a quote. So, if I just wanted to write something, I could enter a quote here. So, "Notion is the best productivity." And as you can see, it basically just adds this line to the side of it if it's a quote. If I hit enter now, I'm outside of the quote. But if I wanted to stay in the quote, I would just go back into that block and I would hold Shift when I hit Enter, and that would actually extend this quote down further. So, I can keep quoting along, and then let's say I just wanted to highlight this and make it italic. And here I could just write the name of the person underneath the quote.
Let's go ahead and delete everything here, and I'm going to hit `/` again. Now, there's one more basic block that I wanted to go over, and that is the "Link to page." So, if I insert "Link to page," it's going to allow me to link to any of my...
Pages within this page. Now, that doesn't mean this page is now contained here as it would if I just hit `/page` and added one to this page. It just allows me to link to another page in my Notion workspace. So, if I wanted to link to the folder, I could do so. And the way that I know it's a link to that page is by this little arrow here that shows up next to the icon.
Now, if I click on that folder link, it's going to bring me to my folder page over here. Let's look at a few of the more advanced blocks within Notion. One of the blocks that I really like is the table of contents block. So, what this is going to do is it's going to create a table of contents that dynamically updates on your page. So, if I hit `/` and type in `table of`, I'll get table of contents here. I can click on it. So, if I type in `/h1` and hit enter, it's going to create a link that says "Untitled," but once I give it a name like "dog breeds," it's going to show in this table of contents right here as "dog breeds." I'm just going to ask AI to write a list of dog breeds, and this will serve as a way for me to show you how this table of contents works.
So, now I have this list of dog breeds. I'm going to highlight it and I'm going to turn into H2. And H2s are going to show up a level down from that H1. Same with H3, it's going to be another level down the hierarchy. And I can add content within these. So, let's say I wanted to add some content about the French Bulldog here, I could just write in "ask AI to write write something about French Bulldogs." Obviously, I'm just using AI to write as examples here, but you can write your own content just as you would if you were using like a Google Doc or something like that.
Now, if I hit done, it has some information about the French Bulldog. And if I scroll up to our table of contents and I hit "French Bulldog," it's going to drag me down to that part of the page. It's not doing so because I can already see it, but if I enter down a couple times and then I hit "French Bulldog," it will actually pull me down the page. And it now has created an anchor link to this heading.
Now, similar to the table of contents, I can also add breadcrumbs as a dynamic block. So, if I have a page within this homepage here, then I can actually add breadcrumbs on that page showing me how I got to that page. So, let's just click into the homepage and add a new page with `/page` and I'm just going to call this page "cat breeds." And here, if I enter into the page and type in `/breadcrumbs` and hit enter, it's going to show me the page hierarchy for cat breeds. And now I can just click right back to my homepage and I can see cat breeds within this page. I'll just drag that down to the bottom. And now, whenever I click on it, I can see where I came from.
Now, I mentioned this briefly earlier, but I wanted to go more in-depth on the `@` command. So, if I type in `@`, it's going to automatically pull up this mention box. So, here I can mention a person, a page, or a date. So, if I just wanted to type something like "I created this page on," `@` it even understands natural language. So, I could type in something like "today" here. And then I could hit "today," and it's just going to automatically link that to April 10th because that's the day that I'm recording this tutorial. If I click on this, I can even change the date that it's linked right here, and I can add reminders for that day. I could also add my folder page, and that would be another way to link to the page.
Now, inside of Notion, there's all sorts of media blocks that you can add as well. So, if I type in `/` and then I scroll down, you'll notice that we have all of these media blocks. So, I can share various forms of media within my Notion account and I can really spice up my pages. So, you can upload images, web bookmarks, which show you like a little preview of a website if you just pop a link in there, videos from YouTube, Vimeo, Loom, audio from SoundCloud or Spotify, which all of these are either an upload or a link. But then we also have a code snippet. So, a code snippet allows you to actually type in any form of code and will give you the syntax here. You can even create Notion formulas just by clicking on "Notion formula" and now I can type out a Notion formula. If somebody wanted to copy this, they can hover over it and hit copy, or you can even add a caption explaining what this is all about. The last form of media is file. So, if you click on file here, it's going to allow you to upload a file. And if you don't have a Plus account, it's going to limit you to 5 megabytes. You can choose a file on your computer or you can embed a link. If you're using Notion as a free user, I recommend just linking to your files on something like Google Drive or Dropbox if you already have an account somewhere. That way, you don't have to use Notion as your way of storing files. You can use a different platform for storing the files, then you can just link to them however you need to from Notion. This is definitely the more economical and practical way of file management. Notion is great for a lot of things, and you may want to access your files in Notion, but in my opinion, it's not the best place to store the source version of your file because one, it's an extra expense, and two, it's not as intuitive as something that's made for file storage like Google Drive or Dropbox.
The next block that I wanted to share with you is called the synced block. So, if I hit `/` and type in `sync block`, you'll see this advanced block called synced block. And when I click on it, you'll notice that it just adds this red box around whatever block I'm editing, or whatever blocks I'm editing, I should say. And within that, I can type anything or I can add any type of block. So, let's just say I wanted to put a call out in here. One of the great things about synced blocks is you can use them for menus. So, if I hit `/` and then I type in `call out`, I could create a call out. And then my synced block is still here. If I hover it, I can just drag this block within that block. And now you'll see that the synced block has contained this entire call out within that. I can name my call out menu and then I can change the icon. And then if I hold Shift and hit Enter, I can start adding information in here. So, let's say I wanted to add a page in my menu like my folder. So, if I just add "folder" and click on it, now I have this synced block as a menu. But why would you want to create a menu as a synced block? Well, to show you that, I'm going to at the current page that I'm inside of as well. So, I'm going to add the homepage and link that page as well. Now I have the homepage and the folder linked here. Let's say I wanted to navigate between these two seamlessly. To do that, I could actually put this synced block on both pages. So, if I click on the overall block and I hit "copy and sync," and then head over to my folder, I can add it on my folder page. And now I have that same sync block on both pages. If I go back to homepage, then go back to folder, I can toggle between the two. And the sync block remains the same. If I add information in here, like let's say I add some text, "This is my menu," it will also update on the folder page or any other instance of this block that I paste like so. "This is my menu," and this is me adding text to it. So, as you can see, the synced block can be very useful as something like a menu because now anywhere or any time that I add a page, I can click to that page and toggle back to the other page. If I highlight the synced block and I delete it, now I can delete and unsync copies. If I go back to the folder, you'll see that these are still here, but they're no longer a synced block. So, if I delete these, they're basically just treating themselves as a normal block.
Next, let's look at the Notion button block. Buttons allow you to take an action with Notion just by clicking a button that you can program right inside of your page. So, if I enter into my homepage and I hit `/` and type in `button`, and then I click on this button block right here, basically a button has a trigger when any of these occur and an action "do this." So, by default, the trigger is just "button is clicked," so you don't have to worry about messing with that trigger. But the action can be changed, and the action can have some different results when this button is clicked. So, if I hit "add action," I'm going to be focusing on the "insert blocks" action. "Add pages to" and "edit pages in" are both more advanced, and those involve databases, so we'll talk about that a little bit later in this tutorial. But in this case, I'm just going to hit "insert blocks." And what this can do is just insert blocks right below the button or above the button. So, let's say I just wanted the button to automatically generate a morning routine every time that I click on the button. So, I can name the button "add morning routine." I could make the icon here a sun. Let's make it a sunrise. And now I can add blocks within this button. So, if I add, let's say, a to-do list like "drink water," "meditate," "shower," "walk the dog," "read my book," and I hit done. Now, when I click this button, it's going to insert this checklist into my page. So, I can just check these off. And then if I hit "add morning routine" again, it's going to add those tasks again right under the button. And you can do this as many times as you want to generate items. There's lots of creative uses for the button, but this is basically how it works. You can edit the button by hitting the settings, and you can say what you want it to do. You can also have a button take multiple steps. So, if I wanted to add another step in here, like a confirmation, I could do so. And I'll just drag the confirmation above the text right here. And I'm just going to enter a confirmation message. "Are you sure you want to continue?" is fine. And we'll leave "continue" and "cancel." Now, if I hit done and hit "add morning routine," before it adds it, now it's added this confirmation step and it wants me to hit "continue" to make sure that I want that action to take place. So, if I hit "continue," now it's going to take the second step, which is adding my morning routine for the day. So, edit this button, and you can add as many of these steps as you want. You can change them around, you can change the order of them. And overall, the button is a very useful tool if you find yourself copying something over and over again.
Another neat block that you can access in Notion is Mermaid code. And Mermaid code allows you to create little diagrams in Notion so you can visualize things better. So, let's say I wanted to create an org chart or a flowchart of some type. I could just type in `/mermaid` and I have this mermaid code block. If I click on it and then I add a graph, it's just giving me this example graph here. I'll just type in my example code. And you can split it to view it, or if you click this button right here, and you just go to "code," you can just see the code. Or I can even go to "preview," and that's just going to show the org chart alone. So, now I have this org chart here, and it's great because I can just visualize this if I wanted to see how something is flowing. If you want to learn more about the Mermaid syntax and how you can create more advanced diagrams, then you can go to mermaid.js.
Features. Notion databases. You can use Notion databases to track tasks, notes, books, people, content, and so much more. It allows you to take a Notion page and then treat that page as a database item. You can add different properties to that page so that you can filter and sort by those properties, and you can even relate those databases together and use advanced formulas that we're going to be going over later in this tutorial. For now, let's get into the basics of Notion databases.
So, there are two ways that you can create a Notion database. The first way is just to hit `/` and then you can type in "inline," and that's going to give you the inline database option. I'm just going to hit the inline database option, and that's going to create a table block within my homepage here. I can keep typing underneath this, and it's basically just treated as a block. I'm going to delete this and I'm going to show you the second way that you can create a database, and this is distinctly different because it's actually going to alter the type of page that you have. You can actually turn an entire page into a dedicated database. So, we don't want to do that to our homepage, but let's say we wanted a page that's just a database of books. If I hit `+` on "add page" and I type in "books," then I can click on this little table button on the bottom here. If you don't see this, you can click these three dots and you should see "table" in here. These are just different types of databases that you can create, but we'll get into that in a little bit. For now, we're just going to use "table." So, if I click "table," it's actually going to turn my whole page into a database. So, now I can't edit the page, all I can do is use the database within it. So, I'm going to rename this to "books" since it took the name off of that, and I can add an icon and a cover photo just like my other pages. But the only difference here is is now this whole page is a dedicated database. So, I can't add further blocks here. But say I wanted to add this books database on my homepage. To do that, I could go to my homepage and I could type in `/link` and I'm going to get this "linked view of database." I can click on this button right here, and then I can search for a data source. And since I only have one database in my whole workspace, it should show up here. It's taking a moment to load, so I'm just going to type in "books" and I'll see that page load in "books." So, I can click on that, and now it's going to pull in my books database. I'm just going to click on the only existing view, and I'm going to click away. Now my books database is here, and my books database is also here. Now, this view of the database is like the parent database, it's the kernel of this database. So, if I were to delete this page now, and I go back to my homepage, it'll say "the original database has been deleted and cannot be edited." If I hit "view database," I can restore that page. But here's the difference: if I go to my homepage now that this book's database has been restored, I can edit this database from here. But if I want to delete it, that's totally fine. I can just go back to my books database on the full page, and now I can see this database, and it's still here. Deleting the view of it didn't delete the whole database, but deleting this whole page would. This is why I strongly recommend creating your databases as full pages and then keeping that full page stored somewhere in your Notion account. Then, if you want to add that database in some instance to one of your other pages, you can just link it using the `/database`. I also prefer this method over using the `/inline database` that I showed you first. `/inline database` can be fine if you're just using a database for a specific instance, and you can still link to it. But the most organized, best way that I've found to create and store your databases is to create them as full pages, like I did with this books database. And then, if you want to organize your workspace a little bit more, you can add a page as a folder, like we did in the very beginning of this tutorial, and you can call it "databases." I can add an icon like the database icon, and then I can just put all of my databases in that page by dragging them in. Now, my homepage could be a view for multiple linked views of databases like this, and I could show my books database here, I could show other databases here, and all of my databases would be stored internally in this databases page over here. That way, I don't accidentally delete them, and they're not cluttering up my whole sidebar. And the beauty of this is I can always reference them on my homepage or whatever other page I create within my Notion workspace.
Now, databases are made up of pages. So, this right here, this row represents a page in my database. It doesn't have a title, it's blank. But if I were to give it a title like a book name, let's just say "Great Gatsby," and I hit enter, now I have a page called "The Great Gatsby" within my book's database. And I can highlight it and hit "open." Let's go ahead and close this and just to show you how this works, I can drag it out of that books database, and now it's just a lone page without properties. The difference is when I drag it into my book's database, it then gains the functionality of having properties like tags. So, whatever properties I add to this database that this page is in, it's now going to have those properties associated with it. So, by default, databases get this "tags" property, which is basically just a multi-select property. It allows me to add multiple options in a list, and I can add them as tags to this item. So, "The Great Gatsby," we could add different tags like "favorite," or "haven't read," or "wishlist." I don't have the book yet. And having all of these tags here wouldn't necessarily make sense. So, I could just delete specific ones and keep others. The "name" property is a default property and it's mandatory. You can't click on it and delete it. You have to leave this in here because without pages that have a name, you wouldn't be able to have a database overall. So, this is the only mandatory column that you can't delete in a database. What you can do, though, is you can delete this "tags" property that you get by default, just by right-clicking it and hitting "delete property." It's going to ask you if you're sure, and then just hit delete.
And now, going to teach you all of the properties that you can add to a Notion database. I can add a property here on my linked view of this database, or I can go back into my databases, go into my books database, and as you can see, it's updated dynamically with "The Great Gatsby" because I added it over on my homepage in the linked view. If I hit the `+` button right here, I can add any property that I want. So, here are the different types of properties: we have a "text" property, very standard. You can just add a summary or a description. Let's say I wanted to add a summary of this book, I could just hit "text." So, let's just call this "summary" and hit enter. And now I have this "summary" property. So, now I can create a summary that's related to this book. And if I add a new book in here, let's just say like "The Catcher in the Rye," I can now add a summary that's unique to each of these pages in my database, or each of these rows. The way these databases work is they have these properties, and they are specific to this exact row that they're in. So, it's basically just different ways of describing the information about my books. So, for the name, I could change this to "book name" if I wanted to, and we could just add a summary for each of these books. I'm just going to paste in a summary of "The Great Gatsby." Warning, spoiler alert, here we come. All right, so now I have "The Great Gatsby" summary. And now I can also add in a summary of "The Catcher in the Rye" just by typing it if I want to, or I can just copy and paste it, which is what I'm going to do here. Here we go, I'm going to paste that. And now we have these summaries, and I can drag this however I want and see the information how I'd like to. If I click on "summary," I can also change this "wrap column" setting. And if I turn "wrap column" off, it's going to make it so that I can't see the text unless I click into it.
The next property we're going to look at is the "number" property. So, if I hit the `+` button right here, I can type in "number" or I can just find it in the list, just click "number." And this is good for any sort of number that you're going to add. So, we can actually represent the number of pages in the book by typing in "total pages" here as the number and hitting enter. Then I can add the number of pages. I'm not going to get the exact number for these, I'm just going to enter some generic numbers. And as you can see, that's basically how that functions. You can also duplicate columns. So, if I wanted to duplicate this "total pages," I can right-click it and hit "duplicate." And then I can enter "current page" if I want to track what my current page is. So, let's say I have read the entirety of "The Great Gatsby," say I am on page 250. And I'm on page 95 in "The Catcher in the Rye." I could do that. I'm going to duplicate this number property again because I want to show you another way that you can use number properties. If I click on this number property and I hit "edit property," there's a few settings that I can change in here. The "number format" is the one that I want to focus on right now. And I can actually change the formatting of the number to a currency or a number with commas. I'm just going to change it to the US dollar and I'm just going to put in "price." And now I can enter a price of this book. Let's just say it's $25. This one's $15, right? And it's going to add that US dollar symbol in there and give me the cents. So, it's, it's going to just format it differently. Now, if I wanted to change the icon next to these properties, I can also do that by clicking into the property. And you can just hover over the icon right here and you can change it. So, I'm going to select the dollar icon here for the price. And for "current page," I'll select the bookmark. And for "total pages," I will select the book. Now, this has a much more custom feel.
Now, let's look at the "select" properties. There's two types of select properties: just the standard select and the multi-select, which we briefly went over a moment ago. If I hit the `+` button and I click on "select" right here, this is going to allow me to create a list. So, I can have a list of different items that I want to tag these with. So, let's just say "genre" is the list that I want to use. So, I'll name this "genre" and I'll just select this icon for genre. And I can click in here and I can write in whatever the genre is. So, I can write "drama," I can write "coming of age." And as you can see, if I click into here, it stores these in a list as I add these different items. But with the single select property, you can only select one at a time.
Now, let's go ahead and duplicate this and we'll just name it "genre multi." And if I click into here and hit "edit property," now you'll notice that I have the type. I can change the type to a "multi-select." And now, with the multi-select, I can select multiple items. When I select multiple, it just adds them as a list right here rather than switching to a single item. So, that's the only difference between the select and multi-select property. You can also add a multi-select property just by finding it in the list right here. You don't have to turn the select property into it, but that is a useful way that you can toggle between them if it makes sense for your use case. If you want to hide a property, you can right-click on the property and you can hit "hide in view." If you ever want to bring these properties back, you can click on the three dots, go to "properties," and you'll see your hidden properties down here, and all of your properties that you can see right here. So, if I wanted to re-enable it, I can, or I can hide it once again. You can also see your deleted properties right here if you want to restore them. I'm just going to delete these ones for good. And then I'm going to go back.
And now, let's add a new property. This time, we're looking at the "status" property. So, the status property allows me to track something between "to do," "in progress," or "complete" stages. So, if I go to "status," it's going to give me "not started," "in progress," and "done" by default. Let's go ahead and rename these so that they make sense in the context of books. For "not started," we're just going to put "not purchased." And I'm also going to add one here for "wishlist." And I'm going to add one for "purchased but not started." So, obviously, this is a little bit overkill. We don't need to track our books at this level of detail, but you could set it up like this so that if you want to put something on your wishlist, something you want to read in the future, you could do that. And you can change the colors of these as well. I can set the default item right here. Right now, the default is "not purchased." So, when I add a new book, it's just going to default to "not purchased" as the status. So, if I click into this and hit "edit property," I can change what I want as the default. So, let's say by default I want it to go to the "wishlist." I can hit "continue." And then I can add an "in progress" step. So, for reading, it would make sense to just write in "reading" if it's something that I'm reading. And for "complete," let's just go ahead and type in "done reading," or you can just type in "complete" if you want. Now, since my current page matches the total page in "The Great Gatsby," I'm just going to change the status to "complete." And for "The Catcher in the Rye," since I'm in the middle of the book right now, and my current page is 95, by the way, you can drag these to change the order. I'm just going to change this status to "reading." Since I am on page 95, I'm going to delete this blank row right here. And another quick tip is if you want to snap the column size, like we were doing with the simple table earlier, it works the same. You just hover over the border of the column and then you double-click, and it will snap the size down to a more fitting size or whatever it is that you're working with.
The next property that we're going to be looking at is the "date" property. So, if you hit the `+` button right here, you can either type in "date" or hit "date" right here. It's basically just a date that your database can interpret as a date as opposed to typing it in as a text item like we did with the summary. Your database is going to be able to detect the date and time for the date property. It might make sense to add a "publishing date." Some of the things that you can change about your date are listed right here. You can change the "date format," how you want it to show up. You can change the "time format" from 12 to 24 hours, or you can hide the time. And if you click into your date property in one of the specific rows, there are some more settings that you can change as well. You can add a "reminder" for that specific date. If it's a date in the future, you can have it remind you on the day of at 9:00 a.m., or a day before, two days before, or a week before. You can select the date in your calendar right here, or you can delete this and you can type it in. I don't know when this book was created, but I believe it was back in maybe the '20s or something like that. So, if I type in "April 2nd of 1927," of 1927, and hit enter, it should figure that out and fill that out for me. So, you can kind of type in natural language there and get what you're looking for. If you select "end date," then you can create a date range with this property. Since "publishing date" doesn't require a range of time, then you wouldn't add that. But if you had like a time frame that you wanted to highlight, then you could use "end date." You can also use "include time" if you want to add a time to your date. When I click "date format in time zone," I can change the date format as well right here. If you hit "clear," it will clear the date, but I'm just going to click away now. And I'll actually show you guys a cool way that you can actually fill columns very fast. If you have the same thing that you're typing over and over again, you can just go to the corner and you can drag vertically. Now, obviously, these weren't published on the same date, and this is just some example information in here, but I just wanted to show that as a quick way to copy information into the rows below.
Our books database is coming along nicely, and I've started adding quite a few properties in here. But for the next few properties that we're going to take a look at, I'm going to create a new database called "tasks." So, let's go into our databases page and add another page within it called "tasks." I'm just going to hit `/`, type in `page`, hit enter, and then we're going to click on the table button down here. And we're going to name it "tasks." I can select an icon that makes sense, just go with this checkbox. And for the name column, we're going to rename it to "task." I'm going to delete "tags" and let's go ahead and delete these default tasks. I'm going to click into here to add a new task. Let's just say "build website." And let's add another one, "mockup website." And let's add "create logo." And now we have these three tasks. Let's pick up where we left off in the properties by hitting this `+` right here and going to the "person" option right here. Now, in this case, it's referring to the actual members in your account. So, if I click into here, I'll see all of the members that have access to this account. So, Carter Srirat, this one's me, Demo Workspace, that's the demo workspace account that I added, and I also added my other demo account, Carter. So, I can assign these people to each of these tasks. Now, one of the cool things that you can also do with this is you can assign multiple people. So, let's say Demo Workspace and Carter Srirat are assigned to "mockup website," then Carter is assigned to "create logo." For something like this, where you're assigning to a task, I like to rename this to "assignee."
Now, let's click into this and hit "edit property." If you want to, you can change the limit, right? So, if you just want one person per task, then you can change it to "one person," and now it will only allow you to add one person on each of these tasks. There's also an option to set the default. So, if you set the default to "created by," then whoever creates it is going to get the default assignee right here. So, if I'm creating my new task here, it's just going to automatically add me as the assignee. If my demo workspace account were to click the new button, it would add them as the assignee. If you want to delete multiple rows out of your database, you can check this box right here on the left-hand side. So, let's go ahead and check the boxes here and hit this delete button. Another quick option before I delete this is you can mass change something. So, if I wanted to change the assignee on all three of these that I have selected, I can click on the assignee there and I can change them all to Carter or Demo Workspace. It's a much quicker way to do this than just manually changing it on each. I'm going to go ahead and delete these tasks now.
Let's move on to the next property type. I'm just going to hit `+` and click on the "checkbox" property. Now, the checkbox makes sense for a task table. So, if I add a checkbox, I can just name it "done." And the cool thing about the checkbox property is I can drag it all the way down so that it's just the checkbox. You can't do that with other properties, they max out at a certain point, but with the checkbox, you can drag it all the way down so that all you see is this checkbox. And now I can complete things that are already done, like creating the logo and mocking up the website. Then "build website" is the only thing that I have left here.
The next property that we're going to take a look at is "files and media." So, let's say I wanted to add a mockup of the website or I wanted to add a logo within the files and media, I could do that by hitting `+`, typing in `files`, and I could click "files and media" from here. If I click into here, I can upload a file. So, let's say I wanted to upload the mockup of the website, I could just choose a file on my computer, or I could embed a link, or I could do the same with a logo.
The next property is "URL." So, let's say I wanted to link to something in relation to these tasks, I could hit the `+` button and I could select this URL option here, and this would allow me to show the full URL, or I could just show a preview of the URL. For instance, if I go youtube.com and I do `https://youtube.com/something/something/something`, then in this case, if I click into the edit URL and I hit "show full URL," it's going to show the full thing. But if I turn "show full URL" off, it's actually just going to show me a little preview of that URL. The other neat thing about URLs is you can copy them by just hovering over them and hitting "copy to clipboard."
Now that we have our tasks database with our assignees, our completion column, and our files and media along with the URL, I'm going to create a new database. And this time, we're going to create a CRM database. So, I want to keep track of all of the people that I meet, and I want to make sure that I know everything about them so that I can close more sales, close more prospects, right? So, to do that, I would create a CRM or a people database. So, to do that, I'm just going to hit `/` and type in `page`, enter, and we're going to select the table option. Now, I'm going to call it "people." I can put the name of the person that I'm meeting in here. And let's delete these other blank columns and also the tags property.
Now, the next properties that I want to show you are perfect for keeping track of people in a CRM or an address book. What you're going to do is hit `+` and you can add "email" or "phone" here now. So, I'm going to go ahead and add both of these since both of these are useful in a CRM. Now I can add an email and a phone. If you need a unique identifier for each person in your database, you could click the `+` button here and you could select "ID." This is also good if you're managing inventory for your store or something like that. You can even add a prefix. So, since our database is named "people," it just did "peo" as the prefix by default. And I'm just going to add "ID prefix." And now we have "peo1" representing John Smith. And then if I add somebody else to the database, it's going to be "peo4" since I already deleted those initial database items. And this way, it makes sure that we have a unique ID for each person. You can also remove that prefix if you just want it to be a number.
Now, let's go back to our databases page and look at some of the dynamic database properties. I'm going to open up my tasks database and I'm going to hit the `+` button right here. If you scroll down just a bit, you'll see "created time," "created by," "last edited time," and "last edited by." These get pre-filled, and they're pretty self-explanatory. So, "created time" just adds a date when that property was created. So, it just implements that and updates the date, no matter what time it is. "Created by," pretty self-explanatory, tags the person that created it. "Last edited time" will actually change when you update something. So, as you can see, this one was last edited at 6:53, but if I were to change the assignee now, it says that it was updated at 7. You can also open up one of your tasks and edit it inside of the page, and as you can see, as soon as I start editing it, it changed that last edited time to 7:00 p.m. as well. But the "created time" will always remain the same. Now, the final dynamic property is "last edited by." So, since I don't have anybody else in here to demonstrate this with, it won't update because I'm the only editor. But let's say the demo work account came in and edited this "mockup of website," it would show that they were the last one to edit it right here.
Let's improve this task database. Now that I've shown you guys these different dynamic options, we don't necessarily need all of these. So, I'm just going to go ahead and delete them. And I'm going to delete these empty task entries right here. Instead of this lightweight checkbox, I'm going to delete this checkbox and we'll add in a "status" property. Now I can get a little bit more context about what is done on a task and what's in progress. So, let's say that the "building of the website" is in progress, "mockup of the website" is done, and "creating the logo" is done. I can also add a new task, and by default, it's going to be "not started." Let's go ahead and delete the "files and media" as well as the "URL" property, so that all we have is our assignee, our status, and our task name.
Now, you might be wondering, why does this page have an icon and these ones don't? That's because when I open it up, as you can see, there's content within the page, or I've clicked into it to start editing it. If I delete the content out of that page, you'll see that there's no icon appearing there. But if I want to, I can also add icons to these pages, and they will show up right here. So, if I wanted to get like a website, I could do so for that one, and now it's going to have a little icon there.
Now, let's say when something is almost ready to be done, but it's not quite there yet, yet I want to make sure that I can come in and review it. So, what we can do is we can set a status, and I can hit "edit property" here, and let's just add an "in progress" status, and I can type in "needs review," and then hit enter. Now, let's imagine that we're working away in our database, and my team is hard at work, but at the end of the day, they want me to review something. They want me to come back and make sure that it's good before we mark it as complete. So, it would be ideal if we could have it all be one step where it adds me as the assignee and it marks the status as "needs review." To do that, you can use the button property. Add it, you're just going to hit the `+` button, and then you're going to scroll down to where it says "button," click on "button," and from here, we can add a "mark as review needed." And I'll make the label "review." And that way, when people click on this review button, it's going to set the assignee to me and it's going to set the status to "needs review." So, I can go ahead and hit "action," "assignee," and I can select Carter Srirat. So, this is similar to the button we had earlier. When any of these occur, "button is clicked" is the only one we can choose. Then "do this," and I'm selecting I want to change the assignee. I want to replace it with Carter Srirat. And I also want to add another step. I want to update what I want to update this status, right? So, add another step, we're going to add a status, and I'm going to change it to "needs review." And notice how I have these set to "this page." That means when I click on the button in this row, it's going to affect this row. Now that this is all set up, I'm just going to click away and I'm going to hit "review." And watch what happens. Watch really close to the assignee and status. So, let's say Demo Workspace is working away, they've completed this marketing campaign, they don't want to move it to done yet, they want me to review it. They hit "review," and boom, now the assignee is changed to me, and it says "Needs review."
Now, if you want to bypass the need for a button and you just want it to automatically update the assignee to me when it gets marked as "needs review," say you wanted that to automatically just switch there, then you can do that with automations by clicking on this little lightning bolt here. But this is a paid feature. So, if I hit "new automation," it will let me start doing this right. Add a trigger. So, when the status is changed to "needs review," then I want to add an action. It says "upgrade now." If you were upgraded to Plus, then you could add an action. So, automations are kind of similar to buttons in that way, except you can choose any sort of trigger within your database that happens, and then that way it updates something automatically somewhere else in your database. Fairly self-explanatory, but it is a paid feature. That's why I showed you this little uh review button instead.
Okay, so imagine you and your team are working away, and you find that you're having these repeat tasks that you need to complete over and over again, and they're always the same, right? When you open up "mockup website," you add in these subtasks in here, like "create Figma file," "generate color palette," "integrate branding," and so on. And let's say you keep on adding the same icon here, right? You keep on adding paintbrush icon. Well, with Notion, you don't have to repeat yourself. If you're creating the same page over and over again for every website that you mock up, what you can do is you can create a template. To create a template, you just hit this little dropdown over by the "new" button and you hit "new template." Now, it says "you're editing a template in tasks." Since it says "you're editing a template in tasks," and there's this gray bar across the top, that's how I know that I'm editing the template.
I'm not editing an actual page that already exists. I'm editing a page that's going to exist in the future when I create a page using this template. So let's say I name this "Mockup Website." And at this point, I could add in all of the information that I need. So I could put my assignee as whoever the designer is. Let's say the designer is "Demo Workspace." And I could set the status to "Not Started" or "In Progress." And by default, I could put some items in here. So I could just put "Generate Figma file," "Integrate branding," and so on. I could add as many of these as I want.
But the cool thing is, is if I click out of this now, and then I go back up to "New" where that little drop-down was, you'll now see "Mockup Website." And when I click on "Mockup Website," it's going to integrate all of those checkboxes that I put in there and all of the properties that I set by default. In this way, I don't have to go in and edit it every time I create a new mockup. I can just click this drop-down and hit "Mockup Website."
Now imagine you're just mocking up websites a ton, and you just want that to be your default task. Well, you can also hit the drop-down and you can change it to "Default." Because by default, right now, if I just add a new page, it's just empty. But if I wanted it to be "Mockup Website" by default, click on these three dots and hit "Set to Default." And then you can do it for either just this view, just this instance, or all of the tables. So I'm just going to do it for "All Views." So that wherever I have a task table now, it's just going to make the task "Mockup Website" by default.
Now let's imagine that we are maintaining websites as well, and we have this recurring task every single week where we need to remember to go in and do our maintenance updates and our backups for our websites. Well, in that case, you could create a template, and you could have it repeat weekly using the templates feature as well. Just click the little drop-down here, hit "New Template." And I could type in "Maintain Websites." And then I could put "@today." And if I select "Date when duplicated," it's going to automatically fill in the date when this is duplicated. So let's go ahead and create a checklist of the websites or the clients that I need to maintain their website for. And let's just click away.
And now I'm going to click on that arrow. And for "Maintain Website," I'm going to click on those three dots and I'm going to hit "Repeat." From here, I can select "Daily," "Weekly," "Monthly," or "Yearly." Let's say I'm maintaining these on a weekly basis. I can hit "Weekly." And then it's going to allow me to set up a repetition where this automatically gets populated into my database on a weekly basis. I can say "Every 1, 2, 3," or however many weeks I want, and that will select the interval between the weeks. So I'm going to do it every week on Thursday. Okay, so just selecting Thursday. Starts at, let's just say, "Starts Today." So tomorrow on Thursday, since it's Wednesday today, that would be the first one that we see. And we're going to go ahead and create at 7:00 AM. So first thing in the morning, my people see it. And I can change the time zone as well. So if I have contractors somewhere else, maybe I can make it a little bit earlier or a little bit later. And then if I just hit "Save," now it's going to say "Repeat every week." And it's going to show you that it's going to repeat by having this little indicator right here showing that it's repeating.
So now I can, without fail, come into this database, and it's going to populate that task into here every time with a dynamic day. So it says "@today" here, but if I click on this, as you can see, if I hover over "@today," it's going to say April 10th, 2024. When this automatically populates tomorrow, it's going to say April 11th, 2024. So that's basically how you can do that. You can create it on your own just by clicking it, but without fail, if it has that little repeat icon, then you can know that it's going to be repeating. And you can always edit the settings right here.
Next, we're going to cover database filtering. So what if I only want to see specific items within this database? In order to do that, I have to click on the "Filter" button right here. And I can filter by any of the properties in my database. I can even create advanced filters where it integrates multiple properties into the filter. Let's start by just filtering for assignee. Let's say that I just want to see tasks for "Me." If I click on "Me," it's going to dynamically give me, or whoever's logged in, the tasks for them. It's not just for me as in you who's creating this database, it's whoever's viewing it. If they don't have any tasks in the database, this database will appear empty. So "Me" is dynamic, and it's a way that you can use the assignee property.
I'm going to remove "Me" and I'm just going to change it to "Demo Workspace." So now it's just going to show me the tasks that are assigned to "Demo Workspace." Now let's say I only want to see tasks that are still active. If something gets marked as "Done," I don't want to see that in here, right? I don't want to see anything that says "Done." So I can click and add another filter where "Status" is "To-do" or "In Progress." And now it's only going to show me tasks where the assignee is "Demo Workspace" and the status is "To-do" or "In Progress." And if something gets changed, like this "Demo Workspace" gets changed to "Carter Srirat," or this status gets changed to "Done," it won't show up in this view of the tasks. But these tasks aren't deleted. Remember, you have to click on the side and click "Delete" to actually remove a task. These tasks are just filtered out. So if I want to see them again, I can delete these filters.
So if I just click on the filter, click in the corner here, and click "Delete," now I can see all of the tasks that conform to this filter where it's either "To-do" or "In Progress." Let's go ahead and delete this filter and I'll show you guys how the advanced filter works. So now that our filters are deleted, we can see everything here. We can see all of these "Done" tasks. We can see the ones that "Need Review." But let's say that there were multiple dependencies in the way that I wanted to see something coming through. If I hit "Add Filter" and then hit "Add Advanced Filter," I can add some condition, additional logic here for what I want to see. So let's say that I just want to see the "Mockup Website" tasks, and I just want to see the ones that are "Done." Okay, so I just want to see completed "Mockup Websites." So what I can do here is I can change the "Where" to "Task." I can make it "Contains," and I can type in "Mockup Website." Now it's showing me all of the tasks that say "Mockup Website."
If I hit "Add Filter Rule" and then hit "Add Filter Rule" again, I can make it either "And" or "Or." So "Or" means one of these conditions has to be true, while "And" means that both of them have to be true. So let's go to "Or," and let's say we also want to see where it says "Build Website." Now it's going to filter this, and it's going to show me where the task name here contains either "Mockup Website" or "Build Website." And if I hit "Add Filter Rule," I can add as many of these "Ors" as I want. Let's go ahead and turn this into a group by clicking the highest level here, hitting "Turn into Group." And I'm actually just going to add a filter rule in here, and we're going to make it "Or Task Contains Build Website."
And now the other cool thing you can do is on the outside. Now, if I have a group like this, I can have an "Or" or an "And" here. But then on the outside, I can add an "And." So "Task Contains Mockup Website" or "Task Contains Build Website." And then let's say I also want the "Status" to be "Is Done." So now I would see all of the tasks where it's either "Mockup Website" or "Build Website," and it's marked as "Done." Since we don't have a "Build Website" that's done yet, let's go ahead and click and add one. And I'll just show you that if it says "Build Website," it will also show up in here. But if it said, let's say it said, "Create Logo," it would automatically disappear when I add that to the table.
Now that I've shown you how to filter data so that you're just seeing the information that you want within your database, I'm also going to show you how to order it in the order that makes sense for you. You can hit "Sort" right here, and you can sort by any of these properties. So let's say I wanted to sort by "Task," and I can make it "Ascending" if I want it to start at the beginning of the alphabet, A, and work its way up, B, C, D. And if I wanted it to work backwards through the alphabet, I could do "Descending." So as you see, when it's ascending, "Build Website" is at the top because it starts with B, while M for "Mockup Website" is further down the list. You can also add multiple sorting options here, and whatever order that they're in, that's going to dictate what is prioritized in the sort. Sorting. So you can hit "Add Sort." We can also sort by "Assignee," let's say "Ascending" or "Descending" alphabetically. So let's say I change the assignee here, and it's going to put the ones that say "Carter" at the top. But if I go to "Assignee" and change it to "Descending," it would go the other way around. But look at this, since "Build Website" comes before "Mockup Website," it's going to prioritize that instead of prioritizing the assignee because that's the order of the sorting here. If I change the order of "Task" below "Assignee," now it's prioritizing the assignee and then the task name. So whatever order you set up for this is going to make a huge difference.
Sorting and filtering are amazing, but what if you want to have different views saved so that you can toggle between, let's say, complete tasks and incomplete tasks? So if you want to create a view for just your complete tasks, you could hit the plus button up here, and that's going to create a new view. You're going to see all of your tasks again, no filters or sort have been applied. And let's just go ahead and name this view based on what we want it to include. So let's name it "Complete Tasks." I'm just going to stick with the table layout for now, but I'm going to show you all of these other layouts in this video. You can alter the settings here, like "Show Vertical Lines." If you want to turn that off, it will just turn off the lines that are between each of these columns. I'm just going to keep that on for now. If you want the columns to be wrapped, you can wrap the columns, and that will force everything down. Align when you make the column smaller. And I accidentally clicked out of that now, so I'm going to click back into the settings here, go to "Layout," and I can get back to those settings.
The next one is "Open Pages In." So this is how your pages are going to open. "Side Peek" will open them on the side, and it shows you in this little icon. So "Side Peek" opens on this side over here. "Center Peek" opens in the center, and "Full Page" will just open the page in full view. This is referring to the different pages when you open them. So let's just stick with "Side Peek." And this is a relatively new feature. You can now turn off the page icon view so that you don't see all of these different icons right here. So I can just click that, and it will turn off the page icon for this table. If you like the page icon to be showing within your database, then you can turn that back on.
Now I'm just going to click out. And since I named this view "Completed Tasks," I'm just going to click on these three dots right here, and then I'm going to click on the icon that represents this view. And I'm just going to type in "check" and, and I'll just do this "Check Mark Verification." And now this little check mark verification icon is right next to my "Completed Tasks" view. So let's go ahead and filter this where the status is "Complete." And now we're just going to see all of our completed tasks.
Let's go back to our main table page here, and let's remove these filters and the sorting from earlier. And I'm just going to name this view "Carter's Tasks." And we'll go ahead and add an icon here. I'll just add the star. And now I'm just going to filter by assignee, and I'm just going to filter by "Carter Srirat" rather than just "Carter" here. And as you can see, we have all of Carter Srirat's tasks. And now I'm going to add another filter so that I don't see these tasks that are done. So I'll hit "Add Filter," "Status is not Done." So you can do "Is Not," and that will be basically the inverse of the "Is." So with "Is," you have to check everything that you want to include, whereas with "Is Not," you just have to check what you don't want to see. So you can do it either way.
Now, since I'm not marking tasks to be reviewed, I'm only seeing tasks that people are having me review, I'm actually going to hide this property. So when I hide a property like this, it just hides it in the view. Then if I go to "Complete Tasks," I can see that it's still here. I'm going to hide it in this view as well. But I just wanted to quickly show you that you can actually hide those different properties, and it doesn't necessarily translate over into the other views. Like we can hide the assignee in this view, and as you can see, the assignee is still here on this view, "Carter's Tasks."
So ultimately, what this does for you is it allows you to create different views with different filtering, different sorting, and different properties. It's best to create views that are going to help you out with different tasks, like viewing things that are past a due date, looking at complete completed tasks, looking at tasks that are specifically related to one person. Or if you look at any of your other databases, like your "Books" database, you could just filter so that you could just see books that are in your "Wish List," or you could sort so that the books are alphabetically sorted.
Another way that you can chop up your data is by using grouping. Let me show you how grouping works. So grouping can be found not up by filter and sort, even though it's similar to filtering and sorting, but it can be found by clicking these three dots right here, and then you'll see "Group" right here. I can click on "Group," and then I can group by, let's say, assignee. And since I'm the only assignee in "Carter's Tasks," I'm going to be the only person that it shows here. But if I were to get rid of this filter for assignee, and then we change the assignee on a couple of these, as you can see, it's going to group them by the assignee. So if I change the assignee to "Demo Workspace," now it's put "Demo Workspace" in a toggle list, and I still have "Carter Srirat" in a toggle list as well. So you can edit those grouping settings by clicking those three dots and going to "Group."
Up until now, we've been using the table database. And the reason for that is the table database is one, the default database that we start out with most of the time, and two, it's much easier to work on your databases when you can see all of your properties in a table format. It's also easier to visualize the sorting, change the properties, and it's just a really straightforward way to edit databases. So for the most part, I recommend editing your databases in a table view. But if you want to view your data in a different way, then you can change your layout. So just like we created a view for grouped tasks that's in a table format and it's grouped, and we've created a view for complete tasks, which is just in a normal table layout, we can also create another view where we choose a different layout type. So let's say we wanted to view this at a board. And in the case of a board, if I click on this, we can see things just like this. So by default, it's grouped by status. So grouping something in a board is different than grouping it in a table because when you're grouping something in a board, you're grouping them in this way. So I'm grouping by status here, it's going to show me these at the top of the board. Those are just going to be the top levels of this board. But if I group by say, the assignee, it's going to group by assignee just like so. You can also color code these columns. So if I go back to status here, if I go "Color Columns," it'll change the color of these columns here.
Now, by default, the sort for these is ascending, but you can click on this and go to "Manual" if you want, and then I could drag "Not Started" and I could drag "Needs Review," and this would look a little bit better. Now, just like in the table, you can bring certain properties in if you want to see certain properties. But by default, in the board view, you're not going to see any of the properties. Now, let's say we wanted to see the properties on top of these little cards here, like say we wanted to see the assignee. In that case, I could click these three dots, I could go into "Properties," and I could make "Assignee" visible. And now it's going to add the assignee to these different cards. And I can even click on it and I can change the assignee from here. If I want to open these pages, I can click on them, and it will open them in a side peek like so. Let's just call this the "Work Pipeline."
Filtering, sorting, and grouping work pretty much the same in this board view, but now you'll see subgroups. So if you want to add a subgroup, what that will do is it'll allow you to group by a second horizontal property. So let's click "Assignee" and see what happens. Now, this may look a bit confusing, and I don't use this very often, but it is something that you can do. You can group by "Carter Srirat," "Demo Workspace," and "Carter" here on the side, since that is our subgrouping, and then our main grouping is across the top. So when I open this, it's just going to show me things that are "Not Started," "In Progress," "Needs Review," and "Done" for "Carter Srirat." The other cool thing about the board view is you can actually just drag things along here.
Next, we're going to take a look at the calendar view. But first, we need to add a date. Because without a date property in your database, you can't add a calendar view. It's impossible, it won't work. So let's go ahead and hit the plus button here and we're just going to bring out a table view to start with. And I'm just going to call this "Editable View." I like to have a view that's just your table view, and you can name it "Editable View" or you can name it "All Tasks" if you want to, and just hit "Done." Now, in this view, I like to have this in the very beginning, and I like to make all of my properties visible here, and just have no filtering, no sorting, no grouping, just a raw table database, just like we were working with at the very beginning of this training. And this is where I would typically come to add properties to my database. You can add them in these other views, or you can even open up a task and add a property here that will add to the whole database. But I just think it's a lot more intuitive if you're adding it to the overall view and you can see all of your tasks and how they're being affected.
So I'm going to hit the plus button here, I'm going to type in "Date," and I'm going to click on the date here. Now I'm going to call this "Date Action Date." So it's the date that I actually want to take action on my task. Okay, let's click away and let's go ahead and just select the action date for "Build Website," say the 11th, 13th, 14th. So now I have some action dates kind of planned out for these tasks that are not started. So these are the days I want to work on them.
Now let's hit the plus button, and we're going to select the calendar view from here. It might ask you to connect to Notion Calendar, but this is not necessary. I'm just going to close that little pop-up window. And right here where it says "View Name," I'm just going to change this to "Planning View." Now I can select what I want to show the calendar by. So if I have multiple dates in my database, I can select which date to choose from. But since we only have this one date property of "Action Date," I'm just going to make sure that that one's selected. You can show the calendar as a "Month" view or a "Week" view. I'm just going to stick with "Month." You can choose to show weekends or not show the weekends. I'm just going to keep weekends on in case I have anything planned for the weekend. And you can also choose to open pages however you want to open them, and you can choose if you want page icons, just like with the other databases. I'm just going to turn this off and choose "Side Peek." Let's go ahead and hit "Done."
And now I'm going to click out of this. Now you'll notice that it jumped over to July. So I'm going to go back to April. And now that we're back on April, we can see those tasks that we scheduled out back on our "All Tasks" right here. So we have the 11th, 13th, and 14th. If I go to the "Planning View," we have the 11th, 13th, and 14th. What you can do from here is just open up your settings here, go to "Properties," and I can bring in different things like the "Status" or the "Assignee." Now, if you want to edit something in the calendar, you'll have to click on it and then alter it from here. Or if you enable a button like so, you can click on your button from the outside of the calendar. So buttons make a lot of sense to having your calendar since you can't manually click on these and change them right from the card. One thing that you can easily change in the calendar is the date property, and you can do that by just dragging your items around. So when I'm dragging them like this, it's just changing the date property for me. So now the dates will be the 17th, 18th, and 19th. If I go back to "All Tasks," as you can see, 17th, 18th, and 19th. And if I wanted to move these to the next week, they would update here as well, instantly.
The next view type is a list view. List view is kind of similar to a table, except it's a little bit more lightweight. I don't particularly use the list view nowadays all that much, but I'll show you guys how it works. So you can hit the plus here, go to "List," and I'm just going to type in "Lightweight Task View." Has some settings right here that you can change. I'll turn "Page Icons" off, we'll keep it on "Side Peek," and hit "Done." And I can choose which properties I want to show, except this time the properties are going to show up right above me right here. So when I hit "Action Date," "Status," or "Mark is Reviewed," as you can see, they're not going to show up over this way, they're actually just going to show up over here. The difference between this and the table is if you want to see what something is, you have to hover over it to see that, oh, that's the assignee, that's the action date, that's the status. You can still actually click and change these, and buttons work the same as well. You can also set up filtering, sorting, and grouping, just like the other views.
Next, let's take a look at the timeline view, which is similar to the planning view in that it's basically a time-oriented view where you can drag things around and it will change the time. The difference between the calendar and the timeline is that the timeline is a little bit more free form, whereas this snaps into dates. On the timeline, you can zoom down to the minute, and you can also zoom out to the year. So let's go ahead and dive into the timeline. I'm just going to hit the plus button and I'm going to click on the timeline layout again. You show the timeline by a date. So when I select the date here, it's going to select the date, and then I can hit "Done." And now I can see these in my timeline view. Since we're set to "Month" right here on this little toggle, it's going to show me from a zoomed-out month view. And I can actually drag things around like this. I can also extend them by dragging them, and I can extend them over multiple days like so.
Let's say I wanted to click into one of these and I wanted to change the action date. As you can see, we now have an end date selected because I've dragged it out like that. But if I turn off "End Date," as you can see, it just pulls it back to wherever the start is and sets it for a single day. And to take this even further, if I want to include a time, let's bring in an "End Date" and let's just do the "Start Time," which is the top, and the "End Time." So we have 1:00 PM to 2:00 PM on the 14th. Now, if I click off of this and I go to this little button right here where it says "Month" and I change it to "Day," I can scroll over and I can actually click over as well. So let's jump to that task that we just created. Now, as you can see, this is from 1:00 to 2:00 PM, and I can drag it around. I can extend it.
Last but not least, let's look at my favorite view, which is the gallery view. The gallery view allows you to create basically just that, a gallery. So when I add this view, "Gallery," I can see things within the page like so, or I can change it from "Page Content" to "Page Cover." Now, you don't see anything right away, but if I just name this "Task Gallery," and then I click "Done," now I can click into these individually and I can hit "Add Cover" from here. Let's say this is "Build a Website," right? I'm going to hit "Change Cover," go to "Unsplash," and I'm going to type in "Website." Now I have a bunch of stock photos that I can use for building a website. So I'll click on this one and I'll click away. And now, as you can see, we can see that beautiful image right here in the gallery. I can reposition it, and I can even change the size of these cards if I'm not liking the look of them. I can just click these three dots, go into the "Layout," and right now they're set to "Medium" by default, but if I click on that and I hit "Small," that will make them more compact. It might also make sense for you to hit "Fit Image." So if the image isn't the perfect size for the Notion cover photo, if you "Fit Image," it's just going to show you the entire image up here. I'm going to turn "Show Icons" off and I'll bring "Side Peek" in. And once again, we have our grouping settings, we have our sorting, we have our filtering. And I can go to "Properties" as well and bring in different properties. Let's bring in the assignee and the status, and let's bring in the action date, why not? Now, if I click away and I hover over these, I can actually change these from here as well. And I can also click into these individually and edit them. Like let's say I wanted to add a cover photo for this one, and I want to add a cover here, and to cover here, I could do so.
All right, so we've discussed Notion pages, Notion blocks, and various Notion database features. But in this portion of the tutorial, we're going to get a bit more advanced. I'm going to show you how to connect two database items together using relations, and then how to reference the properties within those database relations using rollups. After that, we'll talk about sub-items and dependencies, and we'll finish off the tutorial sharing some powerful Notion formulas that you can implement in your databases. If you're enjoying this video so far, please leave a like and comment below sharing your thoughts. It'll help us out a ton.
To kick things off with relations and connecting databases, I wanted to kick this off on the whiteboard because some of you are probably more visual learners, and this will help out a ton. I've taught this to many people, and this whiteboard illustration always helps and makes it easier to understand rather than just clicking buttons in Notion. So we're going to go ahead and mock this up really quick. The first thing that you have to have for a relation is two databases that you want to connect together. So these are my two databases, and this, this can work with multiple different use cases. Here are some examples of use cases for connecting two databases. The first one is tasks and projects. So we might want to connect our tasks, our granular items that we have on a daily basis to work on, with our projects, our overall big picture goals and objectives. Or as another example, we may want to connect an author with a book, or furthermore, an ingredient with a recipe. These are just a few example databases that you might want to connect.
So what have we learned about databases so far? Well, we've learned that databases have their own unique properties. Tasks have due dates and statuses and a mandatory column of name for the page that we're referring to. And projects have their own properties. But there's actually a special property that we can use to connect these two databases together, and that is called a relation property. You can make a relation a one-way property so that, let's say, we only see our tasks on the projects page, or vice versa. And this relation property acts as a connector for two databases. So if you remember earlier in this tutorial, we talked about how these different columns within your database represent the different properties, and each row is a page within your database. Now, where the relation property is a bit different is it allows us to connect to this project's database with, say, this task database. And I can actually implement "Website Design" as a project for "Mockup the Site" and "Launch the Site," these two tasks right here. So this is what it's going to look like in Notion. We're going to have "Website Design" as the relation for each of these tasks because these are tasks within the "Website Design" project. So now the relation column for "Website Design" has these two pages related to it: "Mockup the Site" and "Launch the Site," because these are related over on this end.
Now, there's another property that you can add called "Rollup." So you first have to have a relation before it allows you to create a rollup. And what this rollup is going to do is it's going to access the information from each of these pages in tasks for these related items: "Mockup the Site" and "Launch the Site." Then that's what a rollup is for. So what this rollup property would be able to do is it would be able to access the status and it would be able to access the due date for "Mockup the Site" and "Launch the Site," since those are the two relations. It wouldn't be able to access "Design Creative" or "Launch Ads" unless those were connected to "Website Design."
Now, let's just imagine for a moment that "Ad Campaign" is actually related to "Design Creative" and "Launch Ads." In that case, this rollup property right here would be able to reference this relation, and then it would be able to grab these statuses from each of these items, and it would also be able to grab the due dates from each of these items if we wanted it to. So if the status for "Mockup the Site" and "Launch the Site" were both complete, then in that case, the rollup down here would also read "Complete" and "Complete" if we were referencing the status property. Whereas for the "Ad Campaign," they would read "Complete" and "Incomplete."
Now, out of the gate, you're just going to get the raw value of the property that you're looking at with this rollup here. But the neat thing is, is you can actually use some settings within the rollup to do calculations. We can pull things like percentages, counts, sums. So if we wanted to, we could actually display this rollup as 100% if 100% of the tasks were marked as complete, or we could represent this one with a 50%. So now our rollup column becomes "Completion," and it can track the completion of the tasks within the project. I hope that this example made sense.
Now let's get our hands dirty inside of Notion. First, let's head over to our "Databases" page right here that we already created. And close your sidebar. From there, I want you to create a new database called "Projects." Let's just hit slash and type in "Page," hit enter, and then create your "Projects" database. From here, you can hit "Table," and now we have a full page database. You're going to rename it again there because it deletes the name after you turn it into a table. And we're going to add an icon. So that looks pretty good. Let's just rename the "Name" column to "Project." And let's delete this "Tags" property right here. You can add whatever other properties you want for this project, but for now, I'm just going to dive straight in and create a relation to the tasks.
So let's hit the plus button here and type in "Relation." Click on this little relation button and then type in "Tasks." You should see your "Tasks" database pop up. Click on that "Tasks" database, and then you can decide if you want it to show on both databases or if you just want it to show here on "Projects." I want it to show up on both databases, so I'm going to turn this on, and it's going to create a property over on our "Tasks" database when I create this relation property here. So I have to decide what do I want to name it? I'm just going to call it "Project." I'm going to keep it on "No Limit," so I can add as many tasks to my project as I want. Let's hit "Add Relation." And now you'll see this new property appear that says "Tasks."
Let's create some projects that we can relate to our tasks. So I'm going to create a project called "Website Design for Company Name." Next, I'll do "Add Campaign for Another Company." If you want to select some tasks that you've already created, then you can just click into here and you can select a task that you've created, or you can type the name of a new page and it will add that page to your tasks database. I'm just going to type in the tasks that I need to complete for "Website Design for this Company." So I need to do a "Website Mockup." I'm going to hit plus down here where it says "Website Mockup," and that will add that to my task list. Let's click out of here, and now you'll see that "Website Mockup" is added here. Let's click back into it and we can start typing to add another task. I'm just going to type in "Launch Website." Let's add that one.
And we could do it the same way for this "Ad Campaign," but I'm actually going to do that one in reverse. We'll head back over to our "Databases," go to "Tasks," and I'm going to show you a different way that you can achieve this. So we have these two right here, these two tasks that I just added, and they're related to that project "Website Design for Company Name" and "Website Design for Company Name." Now, if we go ahead and add a new task, let's just call it "Make Ad Creatives." Let's add another one called "Copywriting," and let's add one called "Launch Ads." Now we can individually click into these and we can add the "Ad Campaign" project by clicking on this project column for the specific task that you want to relate. You can also change multiple at once by highlighting them and then clicking on "Project." And here I can select "Add Campaign for Another Company." As you can see, it's added it for both of these ones that I've highlighted here.
Now, what's neat about this is I can actually click into this project from here and I can see that the tasks are related. I can even go into my task settings and hit "Show As," and then as a "Page Section." And what that will do is it will bring my tasks into this page in a nice list view. From there, I can even click on these three dots right here, and I can show certain properties that I want to be able to edit, like "Status." So now I can see my status property and I can even edit it from this project page here.
Now let's close this and head back over to the project so that I can show you how rollups work. So let's click on "Projects," click the plus button, and type in "Rollup." Click on "Rollup." And where it says "Relation" here, you're going to want to click on "Relation" and then select the "Task Relation." If you had multiple relations here, you'd be able to select from all of them, but since there's only one relation property, you can see it here. I'm going to click on it, and now it's going to look a bit confusing because it's basically just duplicated the relation column, but you just have to select the property here because right now it's just set to the page name. So if I click on that, and then I click on "Status," it's going to pull in the statuses of each of these tasks.
Now, out of the gate, this is pretty neat, but it's not super helpful. What I'd rather see is I'd rather see a percentage for completion. And I'm going to rename this rollup to "Completion Percentage." Let's click into our rollup property, hit "Edit Property," and then where it says "Calculate," instead of "Show Original," which just shows the status for each of these, I'm going to click and I'm going to "Count Percent Per Group." And then I'm going to count the percentage complete. And since none of them are complete yet, it's just going to say 0%. I can even click into here, hit "Edit Property," and then I can decide if I want to show it just as a number, like we are right now, as a bar, or as a ring. And you can even change the color of the ring just to add a bit of personality. And you can decide if you want the number to show or not.
Now, let's make this a bit more practical. I'm going to switch back to the bar. And let's go ahead and click on this "Website Design for Company Name." And now I'm just going to set the "Website Design Mockup" for this "Website Design for Company Name" project to "Done." And as you can see, it's calculating that 50% of the tasks within this project are complete. If I add a new task, I can do that here to the project, it's going to change it to 33% because I have a new task. But as I complete these different tasks, it's going to dynamically update the percentage of tasks that I have complete.
Where this gets really fun is adding a cover photo to your project. So I've added one for "Website Design for Company Name." We'll also add a "Web Logo." Now let's do the same for the "Ad Campaign." And now let's go ahead and close this sidebar. Next, let's create a view like we did earlier in this tutorial. I'm just going to select the "Gallery" view and I'm going to change the "Card Preview" to "Page Cover." And then we'll change the "Card Size" to "Small." I'll name this "Project View," I'll hit "Done." And we can unhide "Completion Percentage." So now I can see what percentage of my tasks are complete from right here. Now, in this view, I can see the progress bar and I can see my project. And then if I click into it, I can see the tasks within it. And now we have an intuitive task and progress tracker.
Now, there's also another type of relation that we can create, and that is a relation to a database of itself. So what we can do with this is we can relate two rows within the same database together. So to do this, let's illustrate this by going back to "Tasks." And what we can do is, out of the box, Notion has an easy way to set this up. You can do this yourself, or you can just click on these three dots, go to "Sub Items," and then hit "Turn On Sub Items." And what that does is it creates two relation properties. If I click right here on these three dots, go to "Properties," and then I turn on these two new relation properties, I should be able to see them within my task database. The first one is called "Parent Item," and the next one is called "Sub Item." So this is great if you want to create, say, a subtask. I could rename this to "Parent Task" and we could rename this to "Subtask." And let's say I wanted to add some subtasks for "Launch Website." Well, to do that, I could just click over here on the "Subtask" for "Launch the Website," and I could add in some subtasks that go into launching the website. So I could type something along the lines of "SEO Checklist," "Mobile Responsiveness," "Spell Check." And what this is actually doing is it's creating new pages within my tasks database. So if I open this up, you'll see that these are included underneath "Launch Website" now as sub-items. These are still considered just normal pages in my task database, and as you can see, they have this relation of "Launch Website" next to them. So it's basically a relation within the same table.
Now, although you can add as much hierarchy as you want within a single database, I wouldn't recommend it. What I would actually recommend is just simply sticking with your tasks and projects database, and you'll have much fewer properties within each of your databases. I prefer the more lightweight approach typically. But if you do need, say, subtasks, then this is a good way to set that up.
Now let's imagine that we had dependent tasks, meaning that these were dependent on each other, and you needed to complete them in a certain order. Say we need to do "Complete Spell Check" before we completed the "SEO Checklist." Well, in order to set up dependencies, what we can do is we can click on these three dots, go down to "Dependencies." There's three ways that we can set this up: "Shift the other dates down that are dependent on it when you move that around," and say, in a timeline view, then there's "Shift and maintain time between items." This will allow you to drag any of these items, and it will keep the same time between those items as you move it along. And then there's "Do not automatically shift." So this would allow you to say, overlap an item if you wanted to. I prefer this first option, so I'll switch to "Shift only when dates overlap." I'm going to turn "Avoid Weekends" off, and then I'm going to hit "Turn On Dependencies." I'm going to close this, and I'm going to scroll over, and you'll see "Blocked By" and "Blocking." So just to make this easier on myself, I'm going to drag this all the way over next to the name, and I'm going to drag this one as well. And for "Spell Check," we'll make that block the "SEO Checklist," and we'll make the "SEO Checklist" block the "Mobile Responsiveness." Another way to look at this is
The SEO checklist is blocked by spell check. In Mobile responsiveness is blocked by the SEO checklist. So the order that we would complete these in is spell check, SEO checklist, and then mobile responsiveness.
Let's make this a bit more practical by giving each of these an action date. For spell check, we'll select the 12th. For SEO checklist, we'll select the 13th. And for mobile responsiveness, we'll select the 14th. I'm going to include an end date for all of these.
Now let's select these and drag them outside of "Launch Website" for a moment, just so we can illustrate this a little bit clearer. And that will also unassign them as subtasks. I'm going to click back to our timeline view. And here you'll see spell check, mobile responsiveness, and SEO checklist. I'm on the month view right now, but if I wanted to, I could zoom in to by-weekly or the week view.
And now if I drag, say, SEO checklist ahead of mobile responsiveness, as you can see, mobile responsiveness snaps away from it. If I drag spell check, SEO checklist does the same. And if I drag spell check, it drags everything because everything else is blocked by first setting up the spell check. Mobile responsiveness can't be dragged behind these, and SEO checklist can't be dragged behind the spell check. So this is a great way of adding order to your database and making sure that no crucial steps are missed.
We've touched on relations, we've touched on rollups, we've talked about pretty much every other property within Notion. The only one we're missing is formulas. Let's talk about how you can use Notion formulas.
If you want to get the most out of formulas, I recommend checking out the formula syntax on Notion's website. This includes how to reference all of the properties, the built-ins, and the functions. I am not going to be touching on every single property, built-in, and function in this video, but I am going to share some of my favorite ways to use formulas. And we're going to touch on each of these different topics.
And if you want to take this a step further, I recommend getting my Notion All Access Pass, where I teach how I create processing formulas and state management formulas. This is great for things like task lists, and it allows me to create my processing inbox within my productive templates.
In order to illustrate how formulas work, I'm going to create a new page within my databases. Once I'm here, I'm going to click on table and then I'm going to call it "Formulas". Let's just put A, B, and C inside of the name column. And where it says "Tags", I'm going to hit "Edit Property" and we're going to change this to a number. And I'll rename it to "Number".
Now, the first way that you can use Notion formulas is for basic math operations. Now let's just input some random numbers here. And then let's create another number property. This one we'll call "Multiplier". Just enter some numbers there. And the first formula that we're going to illustrate is just a basic math operation. So if I hit plus right here and I type in "Formula", I can then add a formula to my database here. I'm just going to type "Number * Multiplier". And this is how I like naming my formulas.
Now, it's important to note that formulas in Notion are not the same as formulas in Excel or Google Sheets. You can't reference any cell with this formula. So, for instance, I can't access the multiplier on A and pair it with the number on C. But anything within the same row is accessible. So I can access the number here and the multiplier here. And whatever I type in for the formula, it's going to apply to that row, and it's going to apply to each of these rows individually. So if I wanted to times the number by the multiplier, I would get 50 here, 600 here, and 7,000 here.
Let me show you how that works. Let's click into the formula and then let's type in "Number". Now, you don't want to get this confused with the function "to number". What I want here is the number property. So I'm going to click on the number property and you'll see that it grays it out like that. Another way that we can get the number property is by typing in "prop" and then putting parentheses open and then we can add a quote mark and type out "Number" (make sure it's capitalized). Let's end it off with another quote and hit the closing. Now it's just going to format it as a property like so. But the easier way, as I said, is just to start typing it and then you'll see the property pop up. Click on it.
Now, from here, if I want to multiply the multiplier with the number, I can just hit the asterisk to symbolize multiplication and we can click on the multiplier property. Now, as you can see, it shows us a little preview. And if I hit done, it's going to give us the answer all the way through and it's going to apply that formula to each of these rows. When I want to edit my formula, I can just click right back into here. And if, say, I wanted to add these, I could add them, I could subtract them, or I could even divide them. Let's switch back to multiplication and hit done.
Now let's go ahead and add a status column. And this will serve as a way to track our next formula. So for this one, I'm just going to add an "In Progress" and a "Done". So we have a "Not Started", an "In Progress", and "Done". And next we're going to be looking at the IF function.
The IF function checks if something is true. And if it is true, then it spits out a certain response. And if it's not true, then it spits out another response. You can also chain IF functions together with nested IF functions. So let's say I wanted to create a motivational message based on my status. This is a great example for how to use IF statements.
So if I hit plus right here and I type in "Formula" and then I hit enter, I can call this "Motivation". And then I can click into "Motivation" here. And I can type in "if" and I have an open and a close parentheses. And within that, I'm going to type in "Status" to reference this status property. So we're looking at if the status. And by the way, if you click into the inside of this parentheses, it will show you the syntax for this. So it's super useful if you forget the syntax. So, so we can type "if the status" and this is if it's true, this is if it's false. So we're still focusing on the condition here. So if the status is equal, you have to do two equal signs to symbolize if it's equal. And then we'll add some quotes and I'll type in "Not Started" the same way that it's written here in the status. And I'll close that off. So we're checking if the status is equal to "Not Started". And then I'm going to enter what we want the formula to say for the motivation if this is true. So let's add another quote and I'm just going to type in "Get started, you can do it!". Then we'll put an exclamation point and we'll close this off with another quote.
Now, that's fantastic. It's going to tell us "Get started, you can do it!". But the problem is, what if the status is not "Not Started"? What if it's something else? Well, that's where you have to add the "if false". So we have to add another comma and then we have to add what we want it to say if this is false. So if this is false, we just want it to be blank for now, or we could add in an X or something like that. So now I'm going to hit done. And as you can see, for the status that says "Not Started", it says "Get started, you can do it!". And here, if I change the status to "Not Started", it will do that for all of these motivations.
Now, what if we wanted to add a message here for "In Progress" and "Done"? So that it's personalized. To do that, you can create a nested IF function. To create a nested IF function, you're just going to get rid of the "if false" here. And then you're just going to simply type in the next IF function. So now I'm just going to enter "if" and we're going to go on to add the "Status = In Progress". So if the status equals "In Progress", then say "You're doing great, keep it up!". And then if that's false, then we just want to add in a check mark. And it's asking for a closing parentheses because we need another closing parentheses now for our second IF statement. So now I'm going to hit done. And as you can see, it's now saying "You're doing great, keep it up!" when it's "In Progress". And when it's "Not Started", it's saying "Get started, you can do it!". Let's go ahead and add an exclamation point to this other quote here and hit done. There we go. That matches a little bit better.
But let's go ahead and add in an IF statement for "Done". So we'll get rid of the check mark. And we're going to start typing "if". And then I'm going to add my parentheses. And we'll go inside of those parentheses. And then we're going to type "Status" once again. Hit enter. And then double equals. Then we'll do some quotes. "Done". Comma. "Great job!". Then we'll add some quotes around that "Great job!". Now we're almost done. Let's just add a comma and some empty quote marks. And then hit done. Now we have a custom motivational message for each of these statuses.
Now let's head back over to our formulas database and let's take a look at the LET function. The LET function allows you to assign a value to a variable and then you can reuse that variable anywhere within your expression in the formula. So let's go ahead and hit the plus button, type in "Formula" once again, hit enter. And here I'm just going to type "LET". You don't have to do this, I'm just doing it for the sake of example here. And I'm going to click.
And now if we type in "let", then we put some parentheses. Now we can type our LET formula. And if I click into here, you'll see the syntax. So we have variable, value, expression. So for the variable, we can enter any word or letter that we want to here. So I'm just going to say "X". So then we have to say what X is equal to. So X is equal to comma, then you enter your value. So I can enter a property here if I want to. So X could equal the "Number" property if I wanted it to. And then say I could add a comma and then you could add the expression here. So the expression would just be X. Let's say. So this is the simplest version of a LET function. I have the variable here, I'm saying what the variable is, "Number", and then I'm asking it to just simply print that variable. Now I can do a math equation here for this expression or something like that if I want to by just typing in say plus. And then I can even add it to "Number + X * Multiplier" if I wanted to. So we have our expression, our value, and our variable.
But, but let's say we wanted to have multiple variables that we've assigned. In order to do that, you can use the "LETS" with an S function. And this allows you to just add as many variables and values as you want. And then you can add the expression at the end. So let's just go ahead and add in the variables for "Number" and "Multiplier". So we'll call the number X. And I'll add the value for X, which will be "Number". And we'll make another comma and then type Y. And this one, add another comma, will be "Multiplier". And then at any point, we can just add a comma. Now that we've added multiple variables and values. And I can just type in "X + Y". And now, as you can see, it's going to give me this number plus this number.
Next, I'm going to show you how you can style your formulas and make them look amazing. Let's head back into our "Motivation" formula. And let's make each of these messages a different color. Just to do this, actually, let's change the status back to each of the different options here. And let's say we want this message to be red and bold for "Not Started". For "In Progress", we can make it blue. And then for "Great job", we can make it green and bold.
So to do that, you could click into your "Motivation" formula. And then we can add a style function. So the style function can be wrapped around any of this text here. So where it says "Get started, you can do it!", that's the motivation for "Not Started". Let's go ahead and add the style function in here. So I'm just going to put some parentheses around this message. At present, it doesn't look like we've done anything here, but you have to actually add a comma after this message if you want to add the styling. So for this, I'm just going to add a comma. And it shows you all of the different formatting that you can add here. You can format it as code by typing in "c". And it'll actually give it a pretty cool look if I type it in as code. So I'm actually going to do that. I'm just going to type quote "c" quote. And now, as you can see, it says "Get started, you can do it!" and it's red.
Now let's add another comma and put some quotes around "a b". That will make it code and bold. Now let's add a style to "In Progress" just by adding the style surrounding it with parentheses. And then at the end, adding our comma. And here I'm just going to type in the "c" once again. Let's make this bold as well. We're going to add a "b". And then I'm going to add another comma. And I'm just going to type in "blue". And what that's going to do is it's going to change the "In Progress" message to blue.
Finally, let's add some styling for "Great job". Let's go ahead and type "style" in front of "Great job" and we'll surround it in parentheses. And then I'll add a comma right after "Great job". And we'll start adding the styling. So we'll add a "c", we'll add a "b", and we will add a "green". Now if I hit done, as you can see, it styled these up and made them look so much nicer.
Now, if you get creative with your formulas, I know you guys can do some amazing things. But if you want a shortcut to being more productive with Notion, I recommend once again that you join my All Access Pass. This is going to give you access to all of my premium Notion templates so that you can dig in and you can see all of the properties that I added and how I built them. You can also implement them in your daily life and work. And if you're a more hands-on learner, the All Access Pass is going to be great for you because it also gives you access to "Notion for Productivity", which is a course teaching you how to use Notion and implement it for productivity. As the sole purpose, "Notion for Productivity" allows you to turn Notion from a geeky hobby (and not that there's anything wrong with that, I love creating Notion databases) but it allows you to turn it from a geek hobby into an actual productivity system for your life and business.
I hope you enjoyed this tutorial. If you want to see more from me, I look forward to seeing you inside of our community. Thank you so much for watching and congratulations on making it to the end of the 2024 Notion tutorial. And if you want to watch more free Notion videos from me, then click this playlist right here. Inside of this playlist, I've included hundreds of Notion videos that you can binge through and make sure that you know everything that you need to know about building databases and working inside of Notion. And if you want to stay updated with all of the content that I create here, you can hit the subscribe button. Just don't forget to hit the bell so that you actually get notified when I come out with something.