2/27/2023 0 Comments Notion microsoft to doYou not only don’t need to do so, but you also don’t want to. This is why you don’t want to go creating a different workspace for each client, for example. This is how this begins to work like a database. Ultimately, you will want to create multiple Table views with different sorting, filtering, and groupings, so that you can toggle between them. You can sort, filter, and group by anything in your table. ![]() That brings me to the other options at the top of the table view. The Table view is what you’re seeing in mine, and I love it because it works a lot like Airtable. I would write out an explanation of each of these, but you will get the picture much more quickly if you go and play with each one. Looking across the top, you can see your options:Īdding a view allows you to add a number of different views: You can see that I also added a Property for a URL, and it’s cut off, but the date was created. Each new note you create will contain these properties. So, I added those columns (which Notion calls Properties). ![]() This table is a list of pages, and now I just need to take notes and organize them across different entities and types. I added a table view and realized I was home (i.e., comfortable) because I understood exactly what I wanted to do from here. I started with a “Meeting” template, and then I tweaked it a bit.Īdd a few notes in there, so that you can play around with the things I am going to show you. This is your first assignment: Browse the templates and see what you like for what you need. When you create your first page, you will see templates, among other things. And, you’ll notice that your workspace is really just a page at the top level. You literally start with a blank page in a blank workspace. I didn’t look that hard, but everything I found was designed to show you how they were already using it, rather than how to get started. I was happy!īut, I wish I could have found an article a few weeks ago, like the one I’m about to write now. And I checked the mobile app and saw that it was good. Then, I saw an article by a writer about how he uses Notion, and I was intrigued. And, if I’m being honest, I do not like ClickUp’s mobile app at all. However, even though Notepad is great for taking notes when I’m on the phone with a client or prospect, it’s not a digital note-taking app. But, since I didn’t like using ClickUp as a note-taking app in general, I started using the Notepad more. I was literally afraid that I would one day permanently lose something I had in Microsoft.įor the time being, I settled on using ClickUp for notes because I was already doing that for my meeting notes. After a good hour or two of struggling with the various Microsoft accounts I created and trying to figure out if it was a work account or a school account, I honestly can’t figure it out.Įventually, I was able to recover the OneNote notebook I was looking for, but after that experience, the first thing I had to do was get it out of OneNote. It wasn’t there, even when I went to open it from the notebooks I had closed. I thought I was settled back into Microsoft One Note for a bit, but then I tried to access an older notebook one day. ![]() For a while now, I’ve been missing a really good note-taking app.Īt the same time, you may have noticed my obsession with a number of “productivity apps.” As I’ve studied more and more of these, my research has taught me a term that describes all of these apps perfectly: knowledge management.
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