Notion.so Ultimate Review (New Features in 2023)

Key Takeaways

  • Notion.so is a productivity and organization tool that allows users to create, edit, and organize notes, tasks, and projects in a flexible and customizable workspace.
  • Notion offers a wide range of features, including note-taking, task management, project planning, collaboration, and customization.
  • Users can share and collaborate on pages and tasks with others and use features such as version history, commenting, and @mentions to communicate and get feedback.
  • Advanced features such as databases, kanban boards, and integrations with other tools can help users customize their workspace and work more efficiently.
  • To get started with Notion, create an account, explore the workspace, create your first page, organize your pages, and collaborate with others. You can then start exploring the advanced features to make the most of Notion’s capabilities.

Definition of Notion.so

Notion.so is an all-in-one workspace designed to help users organize their thoughts and projects. It streamlines workflow processes and helps users organize with its powerful tools, including databases, kanban boards, spreadsheets, wikis, calendar views, and more. In addition to organization and task management capabilities, Notion also offers collaboration features that enable teams to work together.

Notion.so Landing Page with Meeting Notes dashboard example
Notion.so landing page, an example of Meeting Notes dashboard

Overview of Notion.so’s features and capabilities.

Some of the main features of Notion include:

  • Note-taking: Notion allows users to create, edit, and organize notes in various formats, including text, tables, lists, and embeddable content.
  • Task management: Users can create tasks, assign them to team members, and track their progress through various views, such as kanban boards and calendars.
  • Project planning: Notion offers tools for planning and tracking projects, including project templates, Gantt charts, and integration with project management tools like Asana and Trello.
  • Collaboration: Notion allows users to share and collaborate on notes and tasks with others and offers features such as version history, commenting, and real-time editing.
  • Customization: Users can customize their Notion workspace by creating databases, setting up views and filters, and using various formatting options to create professional-looking documents.

Setting up a Notion.so account

Steps to create a Notion.so account.

Creating an account on Notion.so is simple. All you need to do is:

  1. Head over to the Notion sign-up page and click on the “Sign Up” button in the top right corner of the page. You will have two options: signing up with your email address or using one of the many third-party integrations available.
Main Notion.so page. Start here to sign-in for a product
Main Notion.so landing page
  1. Once you’ve chosen your preferred option, fill in the required details and click “Create Account.”
Notion.so sign-up options - choose preferable one
Notion.so sign-up options – choose preferable one
  1. Customize your Notion workspace and start using all of its features.
Notion.so User Dashboard
Notion.so User Dashboard

Tips for customizing your workspace and organizing your content

  1. Start by creating a workspace that fits your needs and organizational style.
  2. Utilize templates to quickly create workspaces with all the features you need already set up.
  3. Utilize various views (Kanban boards, Table view, etc.) to organize better and track your content in Notion.
  4. Consider setting up a page hierarchy for easy navigation of your workspace
  5. Leverage the database feature for more complex projects or tasks tracking
  6. Make use of automation capabilities such as linking pages together, automatically adding dates/times to content, or using formulas to calculate data from other sources
  7. Take advantage of embedding options to bring in outside resources without leaving Notion
  8. Use keyboard shortcuts for faster navigation and task completion within the Notion
  9. Take advantage of custom styling options like fonts and colors to make sure your workspace looks professional
  10. Test out integrations with other third-party apps for further customization

Using Notion.so for productivity and organization

Examples of how Notion.so can be used for task management and project planning

Task management:

  • Create a to-do list for your tasks and set due dates, reminders, and priorities
  • Create a kanban board to visualize and track the progress of your team’s tasks
  • Set up a calendar view to see your tasks and events in a timeline
  • Use integrations with other tools, such as Asana or Trello, to manage your tasks.
Notion.so templates related to to-do lists
Templates for To-do lists

Project planning:

  • Create a project page to organize all the information and resources related to a project in one place
  • Use project templates to set up a project structure and get started quickly.
  • Create a Gantt chart to visualize and track the progress of your project’s tasks and dependencies
  • Use integrations with other project management tools, such as Asana or Trello, to manage your projects.
  • Collaborate with your team members on project planning and execution by sharing notes and tasks and leaving comments on project pages.
Notion.so templates for Projects & tasks

Tips for using Notion.so to collaborate with others

Here are some tips for using Notion to collaborate with others:

  • Share pages and databases with your team members: You can share any page or database in your workspace with your team members by giving them edit or view access. This allows them to contribute to and view the content you are working on.
  • Use @mentions to get someone’s attention: You can use the @ symbol followed by a person’s name to mention them in a page or a comment. This will send them a notification and help you get their attention.
  • Leave comments on pages and tasks: Use the comments feature to leave feedback, ask questions, or provide updates on a page or task. You can also @mention someone in a comment to get their attention.
  • Use the version history feature: Notion records all the changes made to a page, allowing you to see who made the changes and when. This can help track the progress of a project or resolve conflicts.

Advanced features of Notion.so

Overview of advanced features such as databases, kanban boards, and integrations with other tools

Notion offers a variety of advanced features that can help users customize their workspace and work more efficiently. Here is an overview of some of these features:

  • Databases: Notion allows users to create custom databases to store and organize their data in a structured way. Users can create different views, such as tables, lists, calendars, and boards, to display the data in various formats.
  • Kanban boards: Kanban boards are a visual way to organize and track tasks and projects. In Notion, users can create kanban boards to visualize the progress of their tasks and move them through different stages, such as “To-Do”, “Doing”, and “Done”.
  • Integrations with other tools: Notion integrates with various tools, such as Asana, Trello, Google Drive, and Slack, to allow users to work seamlessly across different platforms. For example, users can link a Notion task to a corresponding task in Asana or attach a Google Drive file to a Notion page.

Notion.so – working with database

These are just a few examples of the advanced features available in Notion. Many other features and customization options can help users tailor their workspace to their needs and workflows.

Examples of how these features can be used in different contexts

Here are some examples of how advanced features in Notion, such as databases, kanban boards, and integrations with other tools, can be used in different contexts:

  • Databases
    • In a personal context, you can use a database to track your expenses, create a recipe collection, or store your book collection.
    • In a professional context, you can use a database to track your team’s progress on a project, store customer information, or organize company assets.
  • Kanban boards
    • In a personal context, you can use a kanban board to manage your tasks and projects, such as home renovation or vacation planning.
    • In a professional context, you can use a kanban board to manage your team’s work and visualize the progress of a project. You can also use it to track the status of customer requests or support tickets.
  • Integrations with other tools
    • In a personal context, you can use integrations with tools like Google Calendar and Todoist to manage your schedule and tasks seamlessly.
    • In a professional context, you can use integrations with Slack and Trello to collaborate with your team and manage your projects. You can also use integrations with customer relationship management (CRM) tools, such as Salesforce, to track and manage customer interactions and data.

Conclusion

Recap of the main benefits and features of Notion.so

In conclusion, Notion is a powerful productivity and organization tool that offers many features and capabilities to help users manage their notes, tasks, and projects in a flexible and customizable workspace. Some of the main benefits of Notion include:

  • Note-taking: Notion allows users to create, edit, and organize notes in various formats, including text, tables, lists, and embeddable content.
  • Task management: Users can create tasks, assign them to team members, and track their progress through various views, such as kanban boards and calendars.
  • Project planning: Notion offers tools for planning and tracking projects, including project templates, Gantt charts, and integration with project management tools like Asana and Trello.
  • Collaboration: Notion allows users to share and collaborate on notes and tasks with others and offers features such as version history, commenting, and real-time editing.
  • Customization: Users can customize their Notion workspace by creating databases, setting up views and filters, and using various formatting options to create professional-looking documents.

Notion.so is a versatile and user-friendly tool that can help individuals and teams work more efficiently and effectively.

Suggestions for how to get started with Notion.so and make the most of its capabilities

Here are some suggestions for how to get started with Notion and make the most of its capabilities:

  1. Set up an account: Create a free account at notion.so to start using Notion. You can use your email or sign up using your Google or Apple account.
  2. Explore the workspace: Once you have set up your account, take some time to familiarize yourself with the Notion workspace. Explore the types of pages and databases you can create, and try out different formatting options.
  3. Create your first page: To get started, create a page for a specific task or project. You can use one of the pre-designed templates or create a custom page from scratch.
  4. Organize your pages: As you create more pages, you’ll want to keep them organized so you can find them easily. You can create a hierarchy of pages by linking them together or by using the “subpage” feature.
  5. Collaborate with others: Notion.so is an excellent tool for collaborating with others. Share pages and databases with your team members and use the comments and @mentions features to communicate and get feedback.
  6. Explore advanced features: As you become more comfortable with the basics of Notion, you can start exploring its more advanced features, such as databases, kanban boards, and integrations with other tools.

By following these steps and taking advantage of Notion’s wide range of features and customization options, you can make the most of its capabilities and improve your productivity and organization.