Managing Notes in Notion

Overview

• Use a master notes database in Notion to manage all notes.
• Create different views of the master database for specific projects or tasks.
• This method allows you to see only the relevant notes for your current project.
• System is based on organizing by projects, areas, and resources.
• Allows for instant access to necessary notes without needing to open the master database.

System Setup

Notes Template Setup

• Properties:
  • Related to projects
  • Related to areas
  • Related to resources
• Relation properties link notes to other Notion databases.
• Example: Organizing a workshop:
  • Notes taken during a kickoff meeting are linked to the secret workshop project.
  • Only relevant meeting notes are visible in the project page.

Step-by-Step Setup

1. Create a table view.
2. Select master notes database.
3. Use filters to show notes related to specific projects.
4. New notes created from this view inherit project relations automatically.

Important Instruction

• Every note must relate to at least one other Notion database.
• Create a "missing relations" view to catch notes with no relations.

Taking Notes

Methods

1. Home Screen Button:
   • Add new note using a Simple Notes template with current date auto-filled.
2. Within a Project/Area Page:
   • Add new note directly; relation is auto-recognized.
3. Save to Notion (Browser Extension):
   • Save online articles or videos as notes.
   • Defaults to relate notes to the curiosity area (a knowledge database).

Productivity Tip

• Set up a self-referential filter for automatic note filtering by project.
• Once a project is created, relevant notes view is automatically established.

Additional Resources

• Check accompanying videos linked in descriptions for more detailed guidance.
• Explore how to plan days and weeks in Notion for enhanced productivity.