Click on any card to expand and customize it. TimelineĪre you a diehard Gantt chart aficionado? Timelines replicate the Gantt charts you know and love, so you can keep track of dependencies throughout your projects. Maybe you’re choosing between new logo designs, or you want to keep website updates organized. With a Gallery, you can display crucial information in a more visual way. Here’s that mood board we were talking about earlier. You can customize these cards as thoroughly as any other Notion page. Tracking time-sensitive information? Maybe you need to keep your meeting schedule in one place? Add information to calendars and they’ll act a bit like Kanban cards. You could use this database to list customers, keep tasks ordered by priority, and more. Need to keep things a bit simpler? A List page will automatically come with three sub-pages. Move cards between columns, open them to add more information, and get more done. Boardĭie-hard Kanban fan? Notion’s boards let you track work with this classic methodology. Add fields for everything from tags to phone numbers, filter information by specific data points, use formulas, and everything else you’d expect from a spreadsheet. Love your spreadsheets? Notion’s tables are part database, part reporting tool. You can also choose one of Notion’s database options: Table, Board, List, Calendar, Gallery, or Timeline. You can go through Notion’s templates and pick one that fits your use case - more on that in a moment. You could start with a brand new, empty page and build from there. Welcome to your new Notion page! From here, you can choose from a few options. Click on + Add a page or + New page in the left-hand menu. Let’s start with creating a basic page from scratch. With simple commands, a Notion page can replicate a Trello board, an Excel spreadsheet, a mood board, and more. In Notion, pages are what you might call a project, a spreadsheet, or a board in another tool. Everything you need to customize your page, from choosing a font to locking and exporting the page can be done here.
Updates: Get updates specific to the page you’re on.You can either make them public, meaning anyone can access them with the right link, or you can give access to specific people. Share: There are two ways you can share your Notion pages.Now let’s go over to the menu in the top-right corner. + New page: If you missed it the first time, you can also click here to create a new page.Trash: Items you delete will end up here, where you can either restore them or delete them permanently.Import: You can import data from a number of other platforms into Notion, including Evernote, Trello, and Confluence.Templates: Access Notion’s database of templates.+ Add a page: New pages start their life here.
Page list: Here you’ll find a list of every page in your workspace and the overall hierarchy.This includes languages, cosmetic elements, billing information, and more. Settings & Members: This opens a menu that lets you change workspace and account settings.All Updates: Here you’ll find updates from your whole workspace, notifications for and comment replies, and updates for pages you’re following.Quick Find: This search bar lets you find specific pages in seconds.Your account: Join a workspace, add a Notion account, or log out.Here’s what you’ll find in Notion’s left-hand menu: We’ll cover the left-hand menu and the top-right menu. Let’s start with a quick rundown of the interface before jumping into page creation. It uses the tool to show you how the tool works. The pre-built Getting Started page alone is one of the best onboarding processes out there.
Clicking through these will give you an idea of what the tool can do. You’ll notice that your Notion instance is filled with pre-made pages. Here’s what you’ll see when you first sign up:
#NOTION DESKTOP HOW TO#
How to use Notion’s interfaceīefore you learn how to use Notion, you need to know what you’re looking at.
#NOTION DESKTOP FULL#
In this guide, you’ll find a full breakdown of Notion’s interface and step-by-step guides for creating pages, adding content, and using Notion’s template gallery. It even has powerful templates if that’s your thing. Where other work management tools let you choose from a breadth of templates and project styles, Notion gives you the ability to build what you need from the ground up. Notion users love this platform because it’s flexible and gives them the power to build anything they want. Wish you could use a tool that does it all? That’s what Notion aims to be.
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