how to use notion for business

Here are some ideas on what to include in your team resource center: Policies and standard operating procedures. Note: The data within the Notion database is stored separately, so by filtering or adjusting your view, you do not eliminate any of the tasks youve already created. When you look at Notion, youll see a beige/cream-colored section on the left. These cookies will be stored in your browser only with your consent. Nov 16, 2022 - This template keeps my business backend organized. If your clients fill in an intake form, and you want that data inside Notion, you can automate that process by using Zapier to connect Notion to whatever form app you use. Customise your workspace with blocks, emojis, coloured or highlighted text, images, etc. I use Notion to create pages to present possibilities with potential sponsorship partners, then morph that into a document to keep track of everything we're doing together. Privacy isn't glamorous, but this swipe file shows that you can respect privacy laws and have a stylish web presence. Step 4: Closing the loop. If you're motivated by seeing your favorite color palette and emoji on your kanban board, Notion can give Trello a serious run for its money. The second one is a calendar that I use to put in my class schedule. I'll show you how we plan our content, finances and juggle our other projects.Here's a playlist of some amazing ways people are using Notion: https://www.youtube.com/playlist?list=PLnUnQIJrz3cqclfJzP02MvUjKkiKZkOUcYou can find a list of my templates here:https://www.notion.so/Templates-by-Nora-Conrad-8ddda8154059418f80ccfc8b6523998aMy 2020 Content plan template is the only one I won't offer because mine is based on one by Thomas Frank and I want to give him the credit, I just edited it to fit my needs. I have a page for blogpost/content ideas, one for product ideas, one for video or reels ideas, and another for ideas for my newsletter. The freemium product makes money from users who want advanced features. Quickbooks - For managing my finances. Social Media, Instagram, Instagram Challenge, Tips. Compared to other productivity apps, Notion's free plan is one of the most generous out there and will be sufficient for most casual users. The kit consists of a built-in Notion system populated with questions, examples, tips, tools, and tons more - jam-packed with over 40+ ready-to-use Notion business templates! From Asana and Trello to TeuxDeux and beyond, nothing seemed up to the task. It will look like this: Notion is a task management software that helps you effortlessly manage all of your tasks and files in one place. Take a look. Notion template for freelancers and small business owners, Freelancer and Social Media Manager Notion Template. Type of task (like administrative vs. writing, for example), Attachments (a place to embed any resources youll need to reference for this task, for example). Proper Synchronization Get productivity tips delivered straight to your inbox. Notion's ease of use is one of its hallmarks. If you still feel a bit lost, try a beginner-friendly Notion template. Without a system, it can quickly get overwhelming. Trying to get organized? Here's what it looks like once you start building your collection: You can add links manually as you come across them if you always have your Notion page open in a tab. Then you can share your calendar or workflow with team members and contractors, so they can update tasks with autonomy and leave notes. To switch workspaces, look at the top left hand corner and click the name of your current workspace, then you'll get a pull-down menu. The format gives you an easy way to research and prepare for meetings, onboard new hires to the project team, and run final checks to make sure anything you deliver matches the client's needs. If you don't have to upload too large files and store too much information, you can absolutely use this free version. That was until I met Notion. (67) Who generalized group notion in 1870? Notion continues to be the easiest way to get information centralized somewhere and shout it out to someone else. This is my central home for everything on my Notion board. All opinions are my own.\r\rNora Conrad is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. If youre not interested in a Notion template, then keep readingthis article is for you. How easy is it to find the correct version of your brand logo, product roadmap, or content strategy? Not only do you have a swipe file your own team can use for inspiration, but sharing it publicly means you become a tastemaker and authority in your space. Of course, there might be workarounds for this, but those wouldn't be necessary if it worked in the first place. Take a look at this transactional email swipe file, created by Deb Mukherjee for Wonderment. They are now all in one place. Funding OS | The Notion tool for raising venture capital Funding OS is a tool that helps you to acquire and manage venture capital for your upcoming project or current business. All you need to do for starting to use this template is to get the free Notion subscription. Company or business if your client relationships are business to business. Often my monthly list of things I want to do is pulled from this quarterly list. If you use Notion for personal reasons, it's a great way to keep track of everything you need to do, brainstorm, sift through information, and more. Within this database, you can create tasks by clicking + New.. Store strategy documents, ideas, recommendations, and templates in one placeso you all have access to what you need, when you need it. Notion is a workspace that adapts to your needs. Isn't it pretty? The Notion app, launched in 2016 as a . Think of your team resource center as a hub for everything that you and your colleagues need to work at your best. My other planning pages include a wee shopping list of all the creative supplies and books Id like to buy in the future when I have some spare spending money. One tool for everything. [2023]. To make your internal link database as effective as possible, use properties like: With your new database, you can run a quick search to find relevant content instead of manually checking your blog archives. Once I finish writing Ill tag it as written and once Ive scheduled it to post Ill tick it off. You can organize the information on each page using so-called "blocks". Gathering every piece of information in that one place. If the process of studying is fun, then studying will become fun. 1. Notion Tutorial First Steps Before you get started, make sure you take the following 4 steps: Download the app (iOS and Android) Download the Desktop App (Mac and Windows) Install the Notion Web Clipper Grab your share link (to earn referral credits) The Notion Clipper lets you add any site to your workspace Watch Video 2: Getting set up (1 min) 3. Click on the plus button to add a new item to the database. Today. The Notion app can be downloaded on virtually any device of your choosing. One of my favorite examples of a public swipe file comes from a brand that I've written for and loveEnzuzo. Notion is an online workspace designed to help you work collaboratively but I have been using this app to keep track of things like meal planning, content creation, tracking expenses, my morning and nighttime routine, client deadlines, travel, and so much more. Notion is an awesome productivity and note-taking tool I'm a tiny bit obsessed with it. Formats text and headings, etc for seamless copy and paste. It's easy to filter by type, or search for a specific brand or example, so you can use it for ideas whenever you're kicking off a project. You can delete or change these over time too, so dont stress about getting it perfect on the first try. However, it is limited to 5MB and is not allowed by Notion to store your previous changes. H-supertools 4. Instead, Notion plays the role of operations manager. Embedding is very simple. To pick up where we left off and start building yours, you will: From here, the possibilities are pretty endless, so let me walk you through a few examples of how you can use your new blank Business Notion page to the fullest. Does what it says on the tin, these are all my goals for the year. Share it with clients too, if you like that kind of transparency, so they can see progress at a glance. Use this template to define your brand voice & tone in Notion. Made with. This is a walkthrough of my account and how I use Notion for my business. I mentioned internal swipe files earlier as a way to inspire your team members. By clicking within the new task you created, youll be able to customize the task template to make sure its collecting all the data you need it to. Click here to get our Notion template for freelancers and small business owners. That means the description box may include amzn.to and magik.ly links, these are affiliate links, which means I receive dolla' dolla' bills when you use them, thanks! Trello/Asana - For managing my design projects. You also have the option to opt-out of these cookies. If you create something like this internally, your team can then quickly scan through examples for inspiration. Touch device users, explore by touch or with swipe gestures. This website uses cookies to improve your experience while you navigate through the website. Let me know if you use Notion and how youre using it if its different to my way. Here's an example of what your database ends up looking like: With everything in a database, you can search, order, and filter in whichever way works best for you. The first one is a standard list/table of classes that stores some basic info on what the class is, who's teaching it, what semester it's in, etc. There's no wall of text or layers of confusion. Click that, and now in the main sidebar menu, you should see the "Shared" section and your portal nested within that. As you can see on my business dashboard, *some of it you cant see in this screenshot* I use a combination of features (beyond headers) to bring my business Notion dashboard to life. The main idea of putting the content of all the subjects I have studied in Notion is mainly founded on two principles: storing information for future use and organizing the content in an orderly manner. Available on both iOS or Android and Mac or Windows. Now you have completed Notion 101 and know a bit more about how to use Notion. I like to use Notion to create client wiki pages to document preferences, wants, and needsso I'm able to delight them every time. You can use it for your solopreneur business, or if your business grows, you can use it for your team, even your entire organization. Plus if you do end up trying out any of the above let me know how you get on! In Notion it's as simple as clicking on a link in the side bar. We also use third-party cookies that help us analyze and understand how you use this website. With or without the help of Notion templates, you can easily customize your dashboard with to-dos, meetings, and more to keep your business more organized and manageable than ever. Theyre not pretty in any way but they are super handy and something I definitely recommend if youre a creative and are constantly making idea notes either in the notes app or on scrap paper. You can call Notion a note-taking and idea-organizing platform, like a lot of Notion alternatives, but it's also so much more than that. So if you want to: Create organisation-wide transparency through powerful knowledge management, Align your OKRs with your day-to-day business, Level up your management skills, Improve your customer relations And manage your projects with ease Then you'll love this new guide. (Well recommend a few at the end of this article). Now Notion is no different than the other online places like Evernote, or OneNote. Want a task list? Then I just have a big list of the things I want to do that month. This is a walkthrough of my account. Notion Fees for Individuals. Conclusion: How To Use Notion As A Content Creator Notion is a wonderful free tool for content creators. Imagine if google drive and a bullet journal had a baby, that's essentially what we're getting here. The tool supports you in all steps of the process. Therefore, be warned it's not that pretty, but it's super useful so let me take you through some of my most used pages. Notion isn't just a place to organize your thoughts or create your own color-coded habit tracker. For instance, you can use Notion to take notes, track your progress, create a mood board for art, and organize project details. With everything in a database, you can search, order, and filter in whichever way works best for you. As well as these I have split my year into quarterly focuses (look at me all business planning official ) which within these four they each have three main goals I want to achieve that quarter based around the focus. Rather, it brings all your notes, wikis, and tasks into a single platform. I started out using .css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-17ye4v2-Link[class][class][class][class][class][data-color='ocean']{color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='ocean']:hover{color:var(--zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color='ocean']:focus{color:var(--zds-colors-blue-jeans,#3d4592);outline-color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='white']{color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color='white']:hover{color:var(--zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color='white']:focus{color:var(--zds-colors-neutral-100,#fffdf9);outline-color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color='primary']{color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='primary']:hover{color:var(--zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color='primary']:focus{color:var(--zds-colors-blue-jeans,#3d4592);outline-color:var(--zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color='secondary']{color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color='secondary']:hover{color:var(--zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color='secondary']:focus{color:var(--zds-colors-neutral-100,#fffdf9);outline-color:var(--zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-17ye4v2-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-17ye4v2-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;}Notion to keep track of domain names for my niche content sitesnow I use it for content planning, goal setting, and basically my entire work life. Copy and paste a link. It allows you to write, plan projects, create task lists, and get organized all on a single platform. Theres a learning curve youll need to get past to get the most out of it. When autocomplete results are available use up and down arrows to review and enter to select. Voil, you're done! This will open up a blank entry that you can use to create your template. If you found this useful be sure to share it to Pinterest to come back later, and so others can find it too! The properties you put in above are the properties you can use to filter in this step. At the end of each month I do a wee review and note down three things that went well and three things to work on that I take onto the next month. However, you may want to limit what you place on this site. Now there's been a lot of cute Notion show and tell's on the internet lately that have crazy custom imagery and layouts but frankly I'm all about keeping it simple. Create views : kanban, tables, timelines, lists, . Unlike some of the other productivity software options out there, its a bit of a blank slate. For us, that's extremely important because half our team is remote. To walk you through the next few steps, Im going to show you a screenshot of my actual Notion dashboard to walk you through how you can continue to set up your personalized Notion. Notion is an enhanced online workspace that allows you to write, plan, organize, and manage your work. My main goal for using Notion is to keep everything planning wise I use on a regular basis in here, and then have my weekly to do list and life calendar in my bullet journal. I started out using Notion to keep track of domain names for my niche content sitesnow I use it for content planning, goal setting, and basically my entire work life. If creating your own dashboard from scratch sounds like more time than its worth, Ill stop right here and let you know that you dont have to do it yourself. The best part of Notion calendars is you can have pages for each event. The all-in-one workspace - for notes, tasks, wikis, and databases. Ready to organize your business with a tool you can customize to your need? All service-based business owners, freelancers, and social media managers know that theres a lot that goes on behind the scenes before you present your deliverables. To adjust the database view from the Kanban-style board to something else (like a simple list, for example), click the Board toggle at the top of the database and click Add view. Youll get a list of options (as shown in the next screenshot) and can select your favorite. i use notion to organize my personal life and also run our businesses with the team. Notion is a type of unlimited repository: its creators call it an all-in-one workplace. Add a "done" checkbox to your properties, too. Try Notion (Free) - https://bit.ly/justintsenotionSUBSCRIBE FOR MORE - http://bit.ly/JustinTseFollow me on INSTAGRAM - http://instagram.com/Justin.TseTWITTER. This is created in Notion by using a database. All rights reserved. With Notion, when you close the app, you need an internet connection to get it started, which makes sense because it is a web-based app. It is the only top-level page I use. 10 Ways You Should Be Using Notion For Your Business Today we are looking at just ten of the features that Notion users can access to boost their company productivity, including: Team creation; Task assignment; Project outlines; Web Clipping; Website creation; Calendar creation; Monthly goal tracking; Media file tracking; Notetaking; Wiki Creation. Make it as easy as possible for someone to get value from your swipe file. 3k followers sign up for notion here: https://ntn.so/andrewethanzeng today i'll be sharing a tour of my notion. These are my go-to properties for my content workflow tasks: Content typee.g., blog post, social media post. It takes the learning curve out of Notion and lets you get right to work. 5 Tips to Help Get your Shit Together as an ADHD Entrepreneur, How Not to Get Your Shit Together (toxic productivity advice that just doesnt work), How to Use Notion: Tips, Tricks, and Secrets For Beginners, 3 Reasons You Need a Digital Headquarters for Your Life and Business. Reasons I Decided to Use Notion Starter Story 5. It's thus safe to conclude that Notion DOES NOT WORK OFFLINE. Team use is available through either the Enterprise or Team plans. Notion has been doing the rounds a lot recently in the creative community. Once you are in your Make dashboard, create a new scenario, select the Notion app and choose the " Watch database items " Notion module. Most of us started experiencing this issue when we had a million different apps. Jungle Soul Collective | Marketing Strategist. As weve touched on, a template is a great tool for freelancers and content creation managers. When you or a team member lands on this page, you can quickly find what you need. You can also add comments to this task, or add notes/outline information at the very bottom where it says Press Enter to continue with an empty page, or create a template.. Here are some reasons small businesses and freelancers like Notion: People sometimes shy away from Notion after their first visit because it seems complicated. Well start working from here. Much like with the columns, the sidebar displays a six-dotted icon and a + icon when you hover over it. You can update your internal link database manually, connect it to your content calendar that's already in Notion, or if you publish in WordPress, use this handy Zap to send published posts straight to your Notion database automatically. This database, in particular, is linked to each client sub-page. To create a database, youll start just like any other thing in Notion: with a / and select Board Database. This will give you a clean version of the screenshot I posted above. You'll have an exact clone of your Notion doc living on the web for anyone with the link to access. It gives you the business dashboard and built-in functionality all ready to go (as Ill go through for you below). To create your first dashboard, follow these steps: Congratulations! Your email address will not be published. Use these properties to create filters that help you look at your reading list more strategically. Notion Startup OS is the fastest, easiest, and most organized way to plan, launch and grow your startup using Notion. It has gained great popularity in recent years. Instead, jump straight to the client's contact details or style guide without distraction. One of Notion's key strengths is project management. I use a kanban-style board with different stages of the writing processidea, outline, draft, review, and published. Soon, I was using 2 Notion accounts for 3 distinctive purposes. My Freelancer and Social Media Manager Notion Template is perfect for content managers who want to stay organized. 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