Creating Notion Database Templates

Aim of the Video

• To increase confidence in creating and using Notion database templates.
• Covers both manual and automatic usage of templates.
• Bonus tip on using buttons with database templates.

Overview of Content

• Timestamps available in the description for easy navigation.
• Creating a new database template in Notion.

Creating a New Database Template

1. Accessing Database

   • Navigate to the project section within your productivity OS.
   • Find the existing project database template or create a new one.

2. Creating the Template

   • Click the drop-down arrow on the right-hand side and select "New Template".
   • Name the template (e.g., "Priority Projects").
   • Fields to fill:
     • Planning: Inbox
     • Progress: Not Started
     • Owner: Assigned automatically to user
     • Priority: High
   • Other fields (Timeline, Project Highlight) can be left blank for flexibility.

3. Adding Tasks and Notes

   • Tasks can be viewed in multiple formats (minimal, page section).
   • Notes can include various Notion blocks (headings, lists, tables).
   • Example headings: "Project Ideas", "Project Research", with task checklists.

Using the New Database Template

1. Manual Usage

   • Select the desired template from the drop-down when creating a new record.
   • Pre-filled information appears based on the selected template.

2. Setting a Default Template

   • Go to the three dots and select "Set as Default" for a specific template.
   • Choose to apply it for all views or just the current view.
   • New records will automatically use this default template.

Creating Recurring Database Templates

1. Example: Monthly Meetings
   • Set up a recurring meeting template for monthly one-on-ones.
   • Configure repeat settings:
     • Start Date: 27th of May
     • Frequency: Monthly, 9:00 AM.
   • The template will automatically generate new meeting notes as per the schedule.

Bonus Tip: Using Buttons with Database Templates

1. Creating a Button
   • Type /button to create a new button on the page.
   • Set the action to add a page to the relevant database.
   • Choose the desired template for the new page.
   • This allows for quick creation using pre-set templates without changing defaults.

Conclusion

• Learning how to create and use templates can significantly enhance productivity.
• Encourage viewers to check out additional resources on using board view in Notion.