A Step-by-Step Guide on How to Use Notion

H
o
w
T o U s e N o t i o
n
H
o
w
T o U s e N o t i o
n
A STEP-BY-STEP GUIDE ON
Presented by: Dixzie Dione Crue l
c l i c k m e !
1

W
e
l
c
o
m
e!
Thank you for opening this
informative presentation !
Rest assured, you're in for an
exhilarating ride!
2

Contents Overview
Presentation Title
Welcome Page
Ice Breaker
What is Notion
Sign Up Page
Chapter I : Getting Started
(In-depth tutorial)
Chapter II : Adding Blocks
Chapter III : Picking Software
Chapter IV : Your First Pages
Chapter V : Advanced
Features
Chapter VI: Pricing & Plans
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2
4
8
11
15
20
27
33
49
54
58
3
10 Advanced Tips for Notion
users
Learning Check-up
Template by
@hermionemode
Template by @alyanna ross
Template by @ciara gan
My template
Check-up Questions
Notion's Social Media Sites
End
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I C E B R E A K E R
I C E B R E A K E R
I C E B R E A K E R
H o w d o y o u l i k e t o s p e n d y o u r d a y ?
c y c l i n g
s t u d y i n g
w a t c h i n g
m o v i e s
4

what
if
i
tell
you
that...
to do list:
5
to do list:

y o u c a n d o e v e r y t h i n g o n t h e s a m e d a y ?
c y c l i n g
s t u d y i n g
w a t c h i n g
m o v i e s
6

a l l y o u n e e d
IS A LITTLE PLANNING AND ORGANIZATION.
7

N
O T I O
N
A L L - I N - O N E W O R K S P A C E
8

Notion is a single space where you
can think, write, and plan.
It is an application that provides components
such as databases, kanban boards, wikis,
calendars, and reminders. Users can connect
these components to create their own systems
for knowledge management, note taking, data
and project management, among others.
What is Notion?
9

Imagine a lego structure.
Notion provides the building blocks and you can
create your own layouts and toolkit to get work
done. Many people refer to Notion as an
“internal wiki” allowing teams and individuals to
plan their projects, work and goals.
10

Teams
Notion offers team functionality for
real-time collaboration and provides
the ability for teams to share, comment
and assign tasks and reminders.
Individuals
Notion boosts your personal productivity
and is free for personal use.
W
ho can use Notion?
11

N
O
T
IO
N: AN ALL-IN-ONE W
ORK
SP
A
C
E
SIGN UP PAGE
12

N
O
T
IO
N: AN ALL-IN-ONE W
ORK
SP
A
C
E
SIGN UP PAGE
You can sign up using your google account or email address.
13

Once you've finished signing up, this is what appears on
your screen.
14

Getting Started
CHAPTER I : BASIC FEATURES
15

Create a new block
To add a new block, enter "/" (a slash).
This will open up your basic blocks.
These are your building blocks for your
Notion account.
From here, you can add almost anything
to your page or even create a new page.
TIP: Don't be alarmed. Take your
time and get some practice
opening this up.
16

Choose to create a page
To create a new page. Simply choose "page"
from the line-up of options. A page will be
created.
This will be your first block. Pages have plenty
of options once you created them.
TIP: From the basic blocks menu, you
can add unique full pages, but let's
begin with this.
17

Creating your page
Once a page has been created. You can
choose from one of the many options. A
template, an empty page and even pages
for solely boards, calendars or tables.
Start with an empty page.
TIP: Pages can be customized or
using templates you can use a
popular structure and copy it for
your own.
18

The Basics
Title your page, "an empty page" and go
back to your homepage on Notion.
Horray! You've created a page inside of
Notion. Later, we'll add the fuzzy elements
to this.
TIP: Use this page as your training
ground. Play around with the other
basic blocks and add them to this
page.
19

B u i l d i n g y o u r n e w p a g e
CHAPTER II : ADDING BLOCKS
20

Images
Add images to add more detail to your
pages. You can upload any link or file on
your PC.
20
21

Web Bookmark
Upload articles, links and videos as a web
bookmark for later.
22

Audio
Embed Spotify and SoundCloud files to
stream your music via Notion.
23

Video
Embed YouTube and other video services
and watch all within Notion.
24

Code
Add code snippets to any page and save
them as you go, in all major languages.
25

Files
Save PDFs, Doc.x and more. Even import
them into your Notion too.
26

Picking
Software
CHAPTER III
Spend time researching, exploring and using the tool before
you fully transition your everyday practices to the software.
Here is a list of best practices for newbies to Notion, applicable
to any type of software or application.
27

Use the 90-day rule
Take Notion for a 90-day test drive.
Don't move everything all at once. Just
create a new account and start
anything you would be creating, inside of
Notion. For example, begin a new note in
Notion, before jumping to Evernote. Or
create a new board in Notion, but
committing to add one to Zenkit.
29

Match Features to Needs
Notion isn't for everyone.
Matching features to the needs can save you
time. After one month of Notion, you might
realize that Notion doesn't have a friendly
sharable board feature that Trello has, and
you heavily use this feature. You want to
discover this in research not a month down
the line.
30

Switching for Switchings Sake
Switching productivity apps can be like
moving houses.
Imagine if we moved base on apps like
Facebook every few months. One of things
we'd endorse is not changing apps every
static period. An example, I used Evernote
for 8 years straight, then after trying Notion
for 1 year, I decided to transition my use.
Don't jump on the bandwagon, be certain.
31

If
y
o
u
passed all of these best practic
e
s,
Go forth and craft your Notion account!
32

Your first
pages
CHAPTER IV
Getting things going with your account will be with your first
few pages. Pick what you'll be using Notion for, with the
following pages and use the advice sheet.
33

SAVINGS
Tally up your finances, taking
count of future and past
payments. Perfect for savers and
freelancers alike.
34

EDITORIAL
Side project or blog calendar.
The editorial calendar.
35

WORKOUTS
Manage your workouts, track
progress and log your diet all
within a page.
36

TRAVEL
Bring together all your travel
information. Your next trip,
your regular visits or your
future dreams.
37

GOALS
Log all of your goals and
targets for the new year on one
page. A mood board for your
missions and dreams.
38

INBOX
Capture new articles, ideas,
video links and more using an
inbox.
39

HOBBIES
Love learning?! Create pages
on your interests and build
them out with images and
more.
40

HOUSE/CAR
Track house expenses, or ideas
for each room. Even the boring
stuff like mortgage and
finances.
41

Your Dashboard
A dashboard is your homepage. A place to manage and organize your notes
42

Life
43
Building a homepage that brings
together all areas of your life will
help you to view everything in one
place. Many people break this into
projects or even daily activities.

Work
Work areas can be located on
Notion dashboards, but clearly
making the difference between
personal and work items will help
with everything in one place.
44

Personal
Personal projects or life notes can
be stored inside of Notion. From
checklists to health tracking, the
flexibility makes it super easy.
45

Most
Used
Store your most used pages on the
front page, this will be perfect for fast access
and when you load up Notion, everything is
there for you to get started with.
46

Personalize
Customize the layout of your Notion as
much as you like. From icons to the
cover photos, and even the font per
page, everything's customizable in
Notion giving you total freedom.
47

Limitations
There's barely any limits, so creating
unique workflows will help your own
set-up. As long as you aren't spending
months on this, Notion can be a useful
way to create a dashboard to your
style.
48

Advanced
Features
CHAPTER V
There are a few major blocks inside of Notion that you should
know, and once you know can add plenty of
creative value. These elements can help to take your project
planning, document creation, client meeting, todo list to the
next level. Here's what they all do:
Tables, Calendars, Boards, Lists
49

Tables work like a slimmed down Excel
sheets allowing you to create a table
with customizable columns and
unlimited rows. Adding them inline to
your new page means they appear within
the document and not as an entire page.
Tables can be used to create lists and
databases.
T
a
b
les
TIP: Add columns like due date, or
files to add even more multimedia
to your page.
50

Calendars provide users with a window
into the week or month ahead. Allowing
you to add pages to your calendar will
allow you to plan events, co-ordinate
the day or maybe build out your first
editorial calendar. The nature of the
calendar allows you to put a date on
each of your pages.
C
a
l
e
n
d
ars
TIP: Set a reminder for each task,
something we'll uncover in the
Skillshare class (see below)
51

Lists have only recently been added, but
they provide a list view for all of your
pages or most important
tasks. Begin to create a list view and see
what needs to be done in the day, all in
one view. Lists are perfect for skipping
past the creation of a table and go with a
list view.
L
is
ts
TIP: Create a list and add a few
tasks. See if you like this view,
alternatively use "checklists" as a
block.
52

Boards work the same as they would in
apps like Trello or MeisterTask. Use
Boards inline to plot our ideas or track
the status of a task or project using
these flexible, moveable set of cards.
B
o
a
r
ds
TIP: Research how to use the
Kanban methodology, trust me,
it'll page off.
53

Pricing &
Plans
CHAPTER VI
Okay, okay. Yes, Notion does have its limits, despite the
amazingness of the resources. Those limits are currently in
the free plan, let's uncover them. Remember to take your time
choosing the best one for you.
No Unlimited Blocks?!
54
Prices will be per month rates, not annual pricing, per month.

Free
Unlimited members
1000 block storage
5MB file upload limit
You'll have to work out how many
blocksyou use once you've set-up
everything.To find that out, go to
Settings > Blocks.
55

PERSONAL($5)
One member only
Unlimited block storage
No file upload limit
Advanced permissions
Priority support
Version history
Best for one-person teams or
personaluse. Priced at $5 per
month.
56

TEAM($10)
Unlimited members
Unlimited block storage
No file upload limit
Advanced permissions
Priority support
Version history
Admin tools
Remember, this is per member,
permonth. So a team of 5, $50 per
month
57

10
A
dvanced Tips for Notion
U
sers
Notion.so is a productivity and organization
platform focused on allowing users to create
anything that they need from notes to entire
databases. Its suite of high-functioning tools
makes it one of the most versatile apps on the
market. These tips will help even the most
seasoned Notion users to get the most out of the
platform.
How to Get the Most Out of Notion
58

U
s
e
N
o
tio
n.so Across Multiple
P
latfo
r
m
s
One of the best things about Notion is just
how accessible it is. Android, iOS, Mac,
Windows, and the Web are all supported
by Notion.so. It’s completely painless to
move from the Notion.so on the web to the
Notion app on your smartphone. It syncs
your data automatically, so users won’t
have to worry about losing anything.
59

C
ollaborate in Real-Tim
e
Create a custom workplace and
collaborate with co-workers in real-time.
Assign tasks and send notifications easily
by simply using “@User”. Create
spreadsheets and even manage employee
on-boarding. The possibilities are nearly
endless.
60

C
h
e
c
k
O
ut Notion Pages for Insp
ir
a
tio
n
Notion.so makes it easy to create and
organize in one space. It was built with the
intention of giving its users all of the tools
they need to create anything from
spreadsheets to journal entries. Check out
Notion Pages to get an idea of just how
versatile Notion really is.
61

U
s
e
B
o
ards and the Kanban
M
e
th
o
d
Boards are a key feature of Notion it’s a
feature that is comparable to those found
on Trello or MeisterTask. Organizing boards
using the Kanban Method will help users
unlock the full potential of Notion by
maximizing productivity.
62

- Alexander McCall Smith
Treat everyone with kindness and
respect, online and offline.
63

C
o
m
b
ine
W
ork and Personal U
se
Staying organized shouldn’t stop at work.
Notion’s dashboard can be customized to
keep work and personal use separate.
Leave your most used pages where they
can be seen and easily accessed from your
office or home computer.
64

U
s
e
R
eferral Codes to Gain
C
re
d
its
Notion is free to use and gives its users
1,000 blocks to start with. Notion allows
unlimited blocks to those who pay for
subscriptions. Users can earn credits
toward a subscription and new users can
earn $10 in credits.
65

G
e
t
to
k
now the Notion Com
m
u
n
ity
Notion boasts users across the world. Join
the community of those who use the app
who have the app and regularly use the
platform. Connect with users by joining the
Facebook group, following the YouTube
Channel, or taking the Skillshare course for
more tips.
66

F
o
llow
NotionHQ on Tw
itte
r
Notion’s team is active on Twitter. It’s easy
to follow app developments and new
additions by following the page. Get daily
updates by following @NotionHQ on
Twitter! They have a pretty significant
Twitter following as well, so it’s a great
place to interact with other Notion users.
68

This podcast highlights the apps and
habits that successful professionals use to
keep organized and productive. Notion has
been featured on the Tools They Use
podcast.
T
h
e
Tools They Use Podcast
69

The team over at Notion.so are committed
to providing users with an experience that
they won’t get anywhere else. They offer
live help and typically respond to users
within the day. Users can expect guidance
and tips directly from the source. You can
find it in the sidebar on the mobile app and
at the bottom of the screen on the web.
U
se the Help Button
70

Have you
learned
something
so far?
I bet you're feeling sleepy so let's freshen up!
The next few slides will take you to a notion
tour! These are notion templates that you
might want to use or get ideas from! Enjoy :)
72

tem
plate by @hermionem
ode
if you wish to visit her template, you can copy and paste this link:
https://www.notion.so/my-home-3-template 7c5c010d56004530bd1510fdcab20f11
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this is what you see when you see on her home page! let's click the bedroom first!
click me!
74

Now, this is what her bedroom page looks like. As you can see, you can put
different bloks like your goals, weekly agendas, quotes, and others!
It's really up to you on how you customize your notion pages!
75

When you click her living room option, you can see this:
creative, isn't it? you can do it too!
76

On the right corner, you can click the backpack option and once you've clicked,
you'll be seeing this:
great color scheme!
77

lastly, if you work and have important tasks to organize, you can take note of
them all using notion!
in her case, she is a content creator so she manages her YouTube plans in this
page! fantastic!
78

tem
plate by @alyanna ross
this is alyanna ross' template! so cute and bubbly!
Link: https://www.notion.so/ALYANNA-ROSS-TEMPLATE-backyard-
8c6061bb56ae429ba2f1bb566562e30c
79

scroll down and you'll see this!
you can notice that tasks are being organized on a kanban board. I bet you can
too!
80

template by @ciara gan
another template by ciara gan! simple yet pleasant!
Link: https://www.notion.so/Copy-of-Ciara-Gan-s-Workspace-
28c30fdd2ea545508a99bbd52aceb169
81

my template!
this is a template I made not long ago! I really enjoyed my time customizing my
notion space and I can say that it's now one of my comfort activities!
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my home page~

old english/vintage themed template
Since I am very fond of any vintage/classical setting, I also thought that a
vintage-themed template will suit my personality and style!
83

school space
If you're a student, you can organize your class courses, assignments, and even
put a spotify playlist to spice up your school template. Maybe in this way, you'd
be able to revitalize and muster the energy in doing your tasks!
84

As you can see, I put my favorite study playlist and an image of a vintage
painting to put a little accent to the template.
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cool playlist!

You can also list down the deadlines that you need to meet at a specific date &
time! In this way, you'll be reminded of your pending assignments!
86

You can add a calendar too! This enables you to look at the bigger picture of the
events that you need to remember :)
87

The templates that you have witnessed
so far are just some of the many
templates you'll be able to explore in
different search engenes! You can
always look up templates that may suit
your style and bring your own color to it.
88

Creative things aside, what's important
is that Notion can literally help you
achieve productivity at its optimum
level. If you are a goal-oriented person,
Notion is probably for you!
89

you see how you can
you see how you can
organize your life
organize your life
and be creative at the
and be creative at the
same time?
same time?
90

91
what are you waiting for?
what are you waiting for?

will you let Notion wait for you
will you let Notion wait for you
any longer?
any longer?
92

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Go get that Notion account!
Go get that Notion account!

If you found this tutorial helpful, thank you so much!
94

but if you wish to know more about the software, you can watch
other video tutorials as well or follow Notion's social media sites!
95

f
o
l
l
o
w
t
h
e
m
!
Twitter:
@NotionHQ
96

f
o
l
l
o
w
t
h
e
m
!
YouTube:
Notion
97

f
o
l
l
o
w
t
h
e
m
!
Instagram:
@notionhq
98

G
o
o
d
b
y
e!
Thank you for your visit! Please
stay safe and healthy! <3
99

A Step-by-Step Guide on How to Use Notion

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