Enhancing Productivity with Notion

Book description

Written by an experienced Notion Ambassador, this book helps you become proficient with the features, functions, and flexibility of the Notion app to make work and personal life easier

Key Features

  • Create accounts, workspaces, and dashboards using all of Notion's flexible features
  • Develop the skills you need to work in various contexts, while working collaboratively with others
  • Use basic and advanced blocks, databases, and functions to optimize a workflow that works for you

Book Description

Notion is note-taking, wiki management, and task and project management software that gives you control of your working environment. By creating pages using a variety of block types and database styles, the possibilities are endless. This book will help you overcome challenges in managing large projects using Notion and creating documents using real-time updates with a great deal of flexibility, allowing everyone to have a customized view as per their needs.

With this book, you'll become well-versed with Notion, where you'll learn how to access, create, and change a workspace utilizing all the blocks, database views and properties, and advanced features and functions. From a table or list view to a Kanban board or gallery view, you'll get to explore several database options available in Notion. You'll learn the skills to build pages, customize the aesthetics, create templates, and store, organize, and surface information through databases, all while building a system and workflow that works for you in your context. The book will also demonstrate how to import and export information and combine Notion with other tools using the API.

By the end of this book, you'll be able to create a task management system, project management system, or any other system while combining it with other tools that speed up your work for better efficiency.

What you will learn

  • Understand how to set up and build on any device
  • Navigate, share and alter the appearance of your workspace
  • Import and export data to and from Notion
  • Understand how to use all the database views, filters, sorts, and properties
  • Create task, wiki, and project management systems
  • Connect Notion to third-party applications with the API

Who this book is for

Business users, power users, IT professionals, or anyone from a non-technical background looking to use Notion to increase their productivity will find this note-taking book useful.

Table of contents

  1. Enhancing Productivity with Notion
  2. Copyright © 2022 Packt Publishing
  3. Contributors
  4. About the author
  5. About the reviewer
  6. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
  7. Section 1: Settings and Structure
  8. Chapter 1: Setting Up the Application
    1. Technical requirements
    2. Creating an account
    3. Downloading the application
    4. Using Notion on multiple devices
      1. PC, Mac, or laptop
      2. Tablet
      3. Mobile
    5. Summary
  9. Chapter 2: Workspace Navigation, Sharing, and Appearance
    1. Technical requirements
    2. Using Quick Find and breadcrumbs
      1. Quick Find
      2. Breadcrumb
    3. The sidebar sections, hierarchy, and updates
      1. All Updates
      2. Sidebar hierarchy
    4. Sharing options
      1. Members, guests, and admins
    5. Page appearance, actions, and information
      1. Page appearance options
      2. Page actions and information
    6. Summary
  10. Chapter 3: Templates, Imports, Account Settings, and Workspace Settings
    1. How to duplicate and import templates
    2. Other external import options
    3. The My account settings setup options
    4. The Workspace settings setup options
      1. Settings
      2. Members
      3. Plans
      4. Billing
    5. Summary
  11. Chapter 4: All the Building Blocks
    1. The basic and inline block options
    2. Creating columns and coloring blocks
      1. Creating columns
    3. The media and embed block options
      1. Media blocks
      2. Embeds
    4. Using advanced blocks, actions, and databases
      1. Action options
    5. Summary
  12. Section 2: Database Options, Features, and Functions
  13. Chapter 5: All the Basic Database Properties
    1. The fundamentals of database properties
      1. Adding and removing properties
    2. Basic database properties
      1. The Text property
      2. The Number property
      3. The Date property
      4. The Select property
      5. The Multi-select property
      6. Other properties
      7. Automatic properties
    3. Viewing database properties
    4. Summary
  14. Chapter 6: Database Views
    1. The fundamental database views
      1. Linked database views
    2. The Board database view
      1. Adding a group
      2. Card preview and Card size
      3. Checkbox property
    3. The Gallery database view
    4. The Calendar database view
      1. Calendar by setting
      2. No date calendar setting
    5. The Timeline database view
    6. Summary
  15. Chapter 7: Database Features and Functions
    1. How to use the relation property
    2. How to use the rollup property
    3. Database sorting
    4. Database filtering
      1. Single filters
      2. Grouped filters
      3. Self-referencing filters
      4. Auto filters
    5. Database grouping
    6. Summary
  16. Chapter 8: Basic Formula Functions
    1. Formula fundamentals
    2. Constant options
    3. Operator options
      1. Number operators
      2. Boolean operators
      3. The if operator
    4. Function options
      1. String functions
      2. Number functions
      3. Date functions
      4. Boolean functions
    5. Summary
  17. Chapter 9: Advanced Formula Combinations
    1. Combined formulas
      1. The Eisenhower matrix
      2. Creating individual formulas
      3. Combining individual formulas
    2. Formula output variations
      1. Creating a Due Date formula
      2. Combining property substitutions and nested formulas
    3. Creating a progress bar
      1. Three-database setup
      2. Adding a relation
      3. Visual progress bar
    4. Summary
  18. Section 3: Creating Advanced Workflows
  19. Chapter 10: Creating an Action Management Contextual Dashboard and Workflow
    1. Master databases
      1. A master task database example
    2. Contextual dashboards
      1. A potential setup configuration
      2. The dashboard after completing the Interview task
      3. Example 1 – two linked database views
      4. Example 2 – two linked database views
    3. Using database templates in advanced workflows
      1. A new database page example
    4. Creating an advanced countdown formula
      1. Selecting the date formula output
    5. Summary
  20. Chapter 11: Using API Integration and Add-on Options
    1. How to set up the API
      1. The Notion view of the integration
    2. The risks and limitations of using the API
      1. Risks
      2. Limitations
    3. API integration examples
      1. The Notion and Google Calendar integration
      2. The Notion and Typeform integration
    4. The Notion add-on options
    5. Summary
  21. Chapter 12: Note Taking, Knowledge Management, and a Wiki Example
    1. Capturing information
      1. Page property and page information
      2. Contextual dashboards
    2. Organizing information
      1. Tagging information
    3. Sharing information
    4. Summary
  22. Chapter 13: Other Example Use Cases
    1. Planning dashboards
      1. Student Workspace
      2. My Notion Workspace
      3. Starter Space
      4. CRM System
      5. Recurring tasks
      6. Buffer's OKRs
      7. Kitchen
      8. Travel Planning
    2. Tracking dashboards
    3. Popular systems
      1. PARA system
      2. GTD system
      3. PPV system
      4. Horizons system
      5. Gamification system
      6. Bulletproof system
    4. Summary
    5. Why subscribe?
  23. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts

Product information

  • Title: Enhancing Productivity with Notion
  • Author(s): Danny Hatcher
  • Release date: March 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781803232089