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The Notion Coach
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Добавлен 5 июн 2006
Link Projects, Tasks and Meetings in Notion (using Database Automations)
Effortlessly Linking Meetings to Projects and Tasks with Notion Automations
In this video, we're exploring how to efficiently connect meetings with projects and tasks using Notion's new database automations feature.
We're walking through setting up databases for meetings, projects, and tasks, automating the association of tasks with their respective projects captured during meetings.
This tutorial includes setting up customized templates, filters, and views within Notion to streamline workflow and improve productivity.
If you're familiar with setting up database relations, jump to 5:30 to check out the automation part!
00:00 Introduction to Meeting, Project, and Task Integration
00:42 Overvi...
In this video, we're exploring how to efficiently connect meetings with projects and tasks using Notion's new database automations feature.
We're walking through setting up databases for meetings, projects, and tasks, automating the association of tasks with their respective projects captured during meetings.
This tutorial includes setting up customized templates, filters, and views within Notion to streamline workflow and improve productivity.
If you're familiar with setting up database relations, jump to 5:30 to check out the automation part!
00:00 Introduction to Meeting, Project, and Task Integration
00:42 Overvi...
Просмотров: 956
Видео
Sync Your Calendar to Notion! (using Relay.app)
Просмотров 1 тыс.Месяц назад
In this video, we're setting up an automation to create meeting pages in Notion using Relay.app! This has been my go-to automation to help teams go from zero to one with automations. Yes, this is a very basic automation 😁 but breaks down a few key features in Relay.app: • Connect tools • Set up multi-step automations • Use an iterator to capture multiple data points In this video, we're focusin...
Live Session: The Future of Notion Consulting
Просмотров 497Месяц назад
Why Now is the Perfect Time to Start Your Consulting Business with Notion In this live session, we explore the recent trends and opportunities in the field of Notion consulting. Despite the certification program being on hold, there's a lot you can do to start gaining clients and building successful projects. We'll cover why it's a great time to be a consultant, key opportunities this year, and...
Smart Subtasks in Notion! (using new Database Automations)
Просмотров 3,9 тыс.Месяц назад
Master Notion's Database Automations: Simplify Task Management with Subtasks! In this video, we explore how to use Notion's new database automation features to streamline task management by inheriting properties from parent tasks to subtasks. I'll walk you through the step-by-step process of creating views, setting up filters, and customizing automation rules to ensure subtasks automatically in...
Customized Layouts in Notion?! How they Work
Просмотров 3,4 тыс.2 месяца назад
In this video, we're diving into Notion's newly announced feature: Customized Layouts (formerly known as the layout builder). We'll walk you through the process of pinning key properties, customizing the sidebar for detailed information, hiding unnecessary elements, and managing related databases. Key action items include customizing layouts for key results, applying filters for improved data v...
How to Build Purpose-Driven Workspaces in Notion (Webinar)
Просмотров 6222 месяца назад
In this session, we're exploring how to build purpose-driven worksapces for maximum efficiency and productivity. Learn how to transform a cluttered 'anti workspace' into a clear, purposeful environment by leveraging phase-by-phase optimization strategies, intuitive templates, and reducing manual tasks. Understand the benefits of thorough documentation, organizing information with clarity, and b...
How to Use Zapier Buttons
Просмотров 4112 месяца назад
Did you know you can use Zapier Buttons to easily save webpages to virtually any other tool you're using? In this video, we're exploring how to set up and use Zapier Buttons in your Chrome browser to quickly add tasks to your Notion database directly from any webpage you're browsing. Key takeaways from this video: • Learn how to install and set up the Zapier Chrome extension • Create a custom Z...
Build a Website in Minutes with Notion Sites!
Просмотров 4,8 тыс.6 месяцев назад
Did you know you can build your website entirely with Notion? Notion just released a big update to their Publish to Web feature, bringing it in direct competition with other tools like Super. In this video, I'll walk you through the new settings, show you what's on the free vs. paid plans, and demonstrate how to add your own custom domain. Here's what we're tackling: 1. How to turn Notion pages...
Secrets to Building a Successful Notion Consulting Business
Просмотров 1,9 тыс.7 месяцев назад
Curious about what it takes to become a Notion Consultant? In this video, we dive into 6 things I wish I knew when I first started consulting 2 1/2 years ago. Whether you're just starting out or looking to scale your consulting business, this guide has something for everyone. 🚀 Video Highlights: 0:00 - Intro 0:24 - What is Notion Consulting? 1:21 - Defining Your Target Audience 3:31 - Making Fr...
Create Custom Icons for Notion (using Streamline)
Просмотров 2,3 тыс.8 месяцев назад
👷🏼♀️In this video, I dive deep into customizing Notion dashboards using Streamline HQ (not sponsored, just a big fan!) to enhance both aesthetics and functionality. Learn how to select the perfect icons and utilize color coding to streamline your workflow, from daily planners to complex project management. Whether you're looking to spruce up your personal dashboard or optimize your workspace, ...
Announcing Notion Consulting Bootcamp 2.0!
Просмотров 2589 месяцев назад
I'm excited to announce our upcoming course: Notion Consulting Bootcamp! Taking place from April 22nd - May 17th, we're covering the essentials of launching your Notion consulting business. Check out the video for all the details! Enroll now: notioncoach.lemonsqueezy.com/buy/90c26cdf-dcd5-4d7a-aee9-44e3630172c5 Learn more about the course: ncoach.notion.site/Notion-Consulting-Bootcamp-2-0-1300b...
Live Session: Launch Your Notion Consulting Side Hustle
Просмотров 6079 месяцев назад
In our webinar on starting a side hustle with Notion consulting, I shared my own journey from making RUclips videos to becoming a Certified Notion Consultant. We stressed the importance of starting small and growing gradually. We also talked about practical first steps, like making Notion templates, offering discovery calls to understand client needs, and conducting workflow audits to offer cus...
Webinar: Building High-Performance Workspaces in Notion
Просмотров 726Год назад
Webinar: Building High-Performance Workspaces in Notion
Special Announcement | I'm Launching the Notion Consultant Bootcamp!
Просмотров 529Год назад
Special Announcement | I'm Launching the Notion Consultant Bootcamp!
Setting Up Business Goals in Notion | Live Webinar
Просмотров 885Год назад
Setting Up Business Goals in Notion | Live Webinar
Notion Projects | How does it work and who's it for?
Просмотров 22 тыс.Год назад
Notion Projects | How does it work and who's it for?
Time Tracking with Notion's New Buttons: A Step-by-Step Guide
Просмотров 27 тыс.Год назад
Time Tracking with Notion's New Buttons: A Step-by-Step Guide
Notion's New Buttons Feature: How It Works
Просмотров 4,3 тыс.Год назад
Notion's New Buttons Feature: How It Works
Live Session: Organize Your Notes in Notion
Просмотров 4,9 тыс.2 года назад
Live Session: Organize Your Notes in Notion
Build a Website with Notion, Super & Memberspace
Просмотров 11 тыс.2 года назад
Build a Website with Notion, Super & Memberspace
We Finally Have Progress Bars in Notion!
Просмотров 52 тыс.2 года назад
We Finally Have Progress Bars in Notion!
I am looking for a way of actually register the End date so it shows in timeline view. Having 2 duplicated date properties (start & end) doesnt work, notion doesnt understand the End property as the End date like when you manually activate End date on a page o like when you drag and drop the bar of a page in the timeline view. Asked ChatGPT but i can not find a solution, custom formulas in buttons seems to not work either. Any idea? 😢
The idea is click start button to register the start date (that works just fine, it appears in timeline view with the current date and hour) and when i finish the task/event, to click end button so automatically the end time is added with the current hour without changng the start hour.
How can I edit the icon and Heading section?? I want to also change the icon of the particular customized page.. I downloaded a template, but I don't know how to change it
Thank you for this. I've been trying to figure this specific automation out!
Thanks so much. I tried this, but whereas your variable seems to automatically switch from type text to type block(?), for some reason my variable remains type text and I get an error saying "Formula cannot have a return type of text." Any thoughts?
Is there the way to change automatically parent task status to "Done" if all sub-tasks have status "done"?
I just found your channel and I want to say thank you for clear instructions! Subbed and looking forward!
@@Bery great to hear!
Can u post the link here
Please could you let me know if it's possible to make the customized details page open by default? It's very annoying having to click the details button everytime I open a page.
Would rollups / formulas also be a solution?
@@SkyTan_ you can definitely do that, by I prefer the actual project relation to be filled, so when you see your task list, all the project info is in one property.
I love to watch Notion videos. Did Notion completely revamp slash command menu?
This is brilliant. Thanks so much for creating it and for it being succinct. I've tried countless ways to make these types of relationships work and just couldn't figure it ou.
@@davidsotropa glad it's helpful! I'm still figuring these out myself 😅
Excellent video - can you use database automation's to pull in data from another record. For instance in this example the project could be linked to a client record from a client database. When you are creating a task and linking it to the project name , could you pull in other details from the project record? Such as if the client name was held. Or project type or status. My reasoning is that I would like to create time entries from the task and would like to have all the client and project information so I can see how much time is spent on a client or project over any given time period, say week or month. Hope that all makes sense
@@Smaffs59 this should be possible; you may need to create rollup properties to then define the variable. This also possible via formula (which works better if the property is 2 or 3 levels removed, but I try to stick with rollup if I can.
Do you know if the custom layout auto applies to every page within that database, or can you create custom layouts for different database templates? Ideally i'd love one master database of all my projects, regardless of type (trips, marketing campaigns, sales opportunities, etc.) and then depending on the type of project it will auto populate with a certain database template that has a view set for just that template since different properties are most important for those different types of projects
What about interrupting the process with a task? How do you calculate the pause between starting and stopping the process?
Love the backdrop
@@omna-g thank you Omna! 😁
holy shit. mind blown. thank you for sharing this p.s. where's the relay affiliate link!?
just added it! :)
Hello! Is there a way to automate the creation of subtasks?!
Yes, will definitely use it. Fantastic video and coming at the right time for me - I forgot to think about automations and was getting annoyed at my knowledge database where I didn't have a way for inheriting classifications like categories and subjects. Thanks so much for this video!
RUclips just showed me 42-second and 30-second ads for Monday and Grammarly! WTF!
Yikes!
Hi! Thanks for uploading the video. The page where your task status is done looks like a check mark on the icon. Is it possible to change the page icon automatically?
@@rei_notion not that I know of. I know in some cases, people have created a formula property that updates automatically, then making the property narrow, mimicking an icon. Just a thought!
Thanks for the tutorial! I've been excited about the possibilities. Is your "Done" button simply a faster way to select the "Done" status and maybe set a completed time?
@@christianmagill3829 it also fills a "Completed Time" dare property, which helps compare my target due date to when tasks were actually completed :)
This is going to save me so much time! THANK YOU for sharing!
Ahh so glad it's helpful! It's definitely been a headache up until this update. 😅
super helpful! for some reason the icon is not being saved, is there a way to solve that?
Thank you very much!
I got a task mananger. How can I sum all checked daily task and divide it by the total number of task? Btw great work:)
Is this only available to certain users right now, or is this a paid feature?
Free!
I can't find the custom layout on my app or the browser. Is the feature not available for everyone to use? I am using the latest update on my Mac.
i thought the same thing. it's only available within database pages, and you can only customize using properties used within that database - which honestly, takes the feature from the most useful ever, to whatever. you can get around the later to some extent via relations, but it's unnecessary complexity that'll get super messy, super quick
@@goldenant9450 I finally saw the feature, and I don't like it. I don't find it useful and haven't thought of a use case yet for when I might want to use it.
@@goldenant9450, I think I have found what to use it for; I can use it to show my relations in the side panel instead of just hiding them. So the user doesn't have to see them unless they open the side panel.
Should be available to everyone!
Great video! For those looking to simplify their website workflow, Arco is worth checking out:ruclips.net/video/12NtrdpE3xw/видео.html - it uses AI to turn Notion pages into professional websites. Totally changed the way building websites!
Hey Notion Coach, a year later this is a great implementation but with all the changes to Notion, there are some things not working the same. Wondering if you could do an update video for this?
@@blacksheep_77 definitely hear you! There’s a few videos that need to be updated, hoping to do it in the next few months!
where can i have that template? it look so cool
working on it!
Well done, sir! Just one small request: 1080p would be easier for everyone to watch and wouldn't strain eyes as much.🤜🏼🤛🏼
Hello, Can you help me? In my team, some tasks can go on for 2-3 weeks. If i want to save the view of what users' are working on in this week v/s what has been completed, then how can we do that? Also, i want to store this information in Logs so that if I want to go back to a previous date, then I can get to know what the users' were woking on at that moment.
So cool! Dave you are the GOAT!
Are consulting projects usually one-off?
@@Eclectic0609 definitely all of my earlier ones were. I do have a few clients now that are longer term. But yeah majority are finite, but typically go 3-4 months.
BAD VOICE impossible to listen ur videos!
Hey, the template looks great, but every time I click the download button on your website, it just opens the same tab and nothing happens. Any idea how I can download it? Thanks!
Do you still have this template linked somewhere? I dont see it on your website.
7:00
Exactly what I was hunting for! Thanks
I hate side peek so much. I wish there was an options to change it as default.
Thanks for this! Do you have any solution for cookies?
Also, there is no HOME button, I solved creating different buttons directing to pages. :(
Is streamline something that's possible to use on a phone?
You can use templates within database.
hi there. question. I have a bunch of existing notes. How can I convert the existing notes into your system? I can't seem to find a way to turn my existing note into your notes template? Best case I can do is cut and paste contents into your notes template. I also do not want t a link from your notes template to my existing page.
did you get any solution ? i have a similar problem
thaaaaaaaaaaaaaaaaaanks
Thank you so much, this is very useful. The template is GOLDEN⭐
Glad to hear it!
This was very helpful! Thank you!
Great to hear!
this is 100% hitting home for me. I'm actually an interior designer and have had a pretty curated Notion for a few years now. I have been wondering about sharing and building workflows for other interior design agencies. Thank you for this! Might get up the courage to do it...
Great to hear! And fun fact: I studied and worked in architecture before getting into Notion!
Thank you for this template, it is very beautiful and informative! But, unfortunately, it is inconvenient. The names of habits are too long - they should be placed not in a column, but in a row. And the dates look shorter and fit easily into the column. Even in your video you have to move the table boundaries. Whereas the names of your habits are formulated incorrectly. To make it easier for the brain, it’s better to formulate even habits more clearly: - Meditation - 5 minutes - Sports - 40 minutes - Reading the book "Gone with the Wind" - from 40 minutes. - Go to bed before 11 p.m. Otherwise everything is very beautiful! This is the only thing stopping me from using your template.
Thanks, i found solution for my problem now 😁