As you know, Notion is one of the best NoCode productivity tools! Its many features, wide selection of templates, and highly customizable interface make it a powerful tool. Notion supports your life in every moment: from work to home. Organizing your life has never been easier!
However, when you’re starting out you may fear the “blank page syndrome”: the possibilities are so vast that you don’t know where to begin. It’s not always easy to turn your ideas into a workspace in Notion.
So how do you build a functional, powerful workspace? The quickest and simplest way is to copy ready-made templates: the huge Notion user community creates high-quality templates every day, often public and usually free. You can import any templates you like from hundreds available.
Another advantage of Notion is that even if you copy someone else’s template, you can continue to edit or personalize it as much as you want.
Let’s look at some popular templates to get you started with Notion.
Notion Templates — Personal
Calendar
A template to use like a planner weekly planner that’s meant to be used every day. Take time once a week to enter your appointments and tasks to complete, and you can track progress. The template offers a “week at a glance” view.
Also read: How to use Notion to get organized?
Goals, Projects & Tasks Template
August Bradley, the mind behind the “Life Design Studio,” created this template which could be translated as “Goal-Project-Tasks” to align daily actions with life aspirations. Improve your focus by linking your high-level goals to projects and each project to granular tasks.
Notion’s “relation” feature works very well here to link data between two different tables, allowing you to focus on the task at hand. Use this model to clearly see how your high-level goals connect to your daily tasks.
Meal Planner
Simplify your schedule by planning what you’ll eat during the week and which ingredients you’ll need to buy. This template allows you to enter recipes and meal ideas at any time, plan them on a weekly basis, and generate your shopping list so you don't forget anything!
Habit Tracker
How are you doing with the good resolutions you made at the start of 2022? Thanks to this " habit tracker that you fill in every day, you might be able to stick to them. Split habits by day or by month to easily track your healthy routines. Customize the habits you want to follow, add notes or images on each day's subpage to stay motivated.
Notion Templates — Professional
We know early-stage startups don't have much time to create key processes, whether it's organizing their fundraising, how the marketing team operates, or building the sales team from scratch.
I found a " operating system " for startups, to help you set up a complete dashboard in minutes, thanks to a set of multiple templates. These templates are based on the experience of hundreds of startups that found their first hundred customers and successfully raised funds. We'll look at the templates offered — some are likely tailored for you!
Notion’s Startup OS
- Company home: Every company needs a place where important information is available and easy to find. With this template, you'll be able to gather everything your business needs to operate smoothly. Organize everything from your company's mission and values to your employee directory.
- Pitch deck: Let's be honest: PowerPoint is dead. However, you still need to present your projects in roughly the same way. You can impress investors with an interactive page created in Notion. Anticipate all the questions they might have about your company, and organize everything so you don't overwhelm them with information. Thanks to Notion galleries, you'll showcase your main use cases, your clients, and your team. Add text, images, and details to each gallery subpage so interested parties can choose to learn more about what catches their attention.
- Fundraising tracker: Accidentally emailing an investor you've already pitched to, or showing up to a meeting unprepared, is like the real-life version of the dream where you attend an appointment in your pajamas. Use this template as a single place to track each contact and your communication history with them. Track different types of data in the same database, whether it's average check size, the content or frequency of emails... Display contacts by status to see which investors you've won or lost and what your progress looks like. Then click into each investor's subpage to add meeting notes, links to their websites, or to prepare your pitch.
- Investor update: Instead of sending a disorganized email to investors, use this Notion template to give them a more complete and digestible overview of your progress. The goal of this template is a professional, properly formatted, well-structured, and clear email.
- Data room: A data room can prove to be a valuable tool for your startup during fundraising: it allows potential investors to gain in-depth insight into your business. This template will get you up and running quickly and give you a central place to store your documents, business details, and other important data.
- Team wiki: Duplicate the team wiki template as many times as needed to give each team its own page. Then replace the headers or pages with those that match your team. Give every team in your company a custom home page where they can organize their processes, projects, and mission-specific knowledge. These team wikis also make it easier for other teams to find the information they need when working cross-functionally.
- Roadmap: Use this template to track all your projects. Organize your projects by epics, sprints, tasks, and bugs. You can view the database in different ways to see projects by status, engineer, or product manager. Save time by using the templates designed for each task type. You can add more if necessary, as well as custom properties to track important information.
- Sales CRM: Your sales pipeline doesn't need to look like SaaS software. Notion gives you a clean page to define only the fields you need to track leads. And each record is its own Notion page where you can take notes on every touchpoint. This template lets you start with the essentials.
Meeting Notes
Capture notes from all meetings in one place. The notes can be tagged by meeting type to make them easier to find. See when each meeting took place and who attended. That way, anyone can see what was discussed during meetings and get the full minutes. This feature is especially useful for new employees who want an idea of how decisions were made, the history of relationships, precedents for new projects, etc.
Kanban
You've probably already tried several different Kanban tools, but found they often got out of control: everyone adds their own little column, creates new relations, to the point that you end up spending more time managing the workflow than taking care of the task at hand — which is why you should take a close look at this board template Kanban from Notion.
It isn't full of complicated features. Instead, it resembles the basic Kanban board you can create in Notion with a single click and a simple workflow: add the tasks you need to complete in the first column, move them to the second while you work on them, then to the third when you're done.
You can always assign tasks to other people and set deadlines down to the hour and minute, and you can also set a reminder in Notion to be sent at a time that suits you — in the same way as Microsoft Outlook’s reminder function, so you can be notified of tasks due the next day or the day before.
Our tip for setting up Notion
Notion can help you set up a highly effective personal or professional organization. If you need help creating a specific template, you can hire a freelancer on by posting an ad on Codeur.com.
