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The project management tools you’re used to using-Kanban boards, calendars, roadmaps, task lists-are all available with a single click inside Notion. Notion gives you the tools you need to manage a project of any size and complexity, regardless of the project goal.

NOTION MICROSOFT TO DO HOW TO

Now that you know the basics, let’s talk about what you came here for: how to use Notion for project management. You can create five different types of databases in Notion: The frontend is the backend, from this perspective. Notion creates and uses real databases, not just spreadsheets with the content actually stored elsewhere.

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If you don’t see the template you need there’s a full template gallery and a community page dedicated to third-party Notion templates. The new page menu gives you the option to choose a template, start a blank page without a template, or begin by creating one of Notion’s five types of database:

You can embed or link one page inside another with a click.Ĭlick the + button in the Workspace menu to add a new page.

It can be a page of text, a complete knowledge base, a Kanban board, or anything in between. Then you can choose from over 50 types of block:Ī page is the Notion equivalent of a document. Hit return or mouse over the block to see the block menu. There’s a dropdown menu attached to each block that lets you turn it into any other kind of block, add a new block underneath it, or turn it into a page. A block is simply a lump of content, and Notion doesn’t care what kind. If you’re using Notion for project management the best choice is to use the $8/mo Team plan ($10/mo if you pay monthly). The Personal plan is restricted to a single individual while the Free plan is limited to 5MB of file uploads and 1,000 blocks. Notion restricts usage with its free plan and features with its entry-level personal plan. The standard freemium models restrict either features or usage. If Notion is free to download, what is its pricing like? The Web Clipper, also free, is in reality a Chrome extension that functions as a portal to all of Notion: every screenshot in this post was taken using only a browser.

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iOS and Android apps are available but can’t be downloaded directly instead you have to message Notion who then send you a link. Notion has a desktop app for Windows and Mac which you can download for free. Notion is both easy to use and versatile. Like most tools it has its own language unlike most tools, that language is both unusually intuitive and unusually non-restrictive.

How to use Notion: The basicsĮven a basic overview of how Notion’s features work isn’t much use if you don’t know how Notion works. In this post we’re going to explain how to use Notion for project management, but none of the instructions will make much sense if you don’t know the basics of how Notion works. Instead, it’s a single highly modifiable application that can replace many of the tools we’re used to using and integrating, from a simple-but-functional CRM to a web clipper and note-taking tool that takes first place, ahead of Evernote. It’s not a collection of different apps the way Google’s G Suite or Microsoft’s Office 365 are. Of course, one of Notion’s best features is that it’s very versatile. Notion comes equipped with a wide range of project management tools that let you assign and track tasks, create calendars and Kanban charts, and roadmap projects across disciplines and organization sizes.

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