How to Use Notion as a Planner

How to Use Notion as a Planner

There are several ways to use Notion as a planner. You can either build one from scratch or opt for a Notion template to suit your needs. In the example below, we’ll be using Notion templates that will help you track tasks, habits, and plan a month. Let’s get started.

1. Use a task template

Models play a huge role in the Notion ecosystem. By default, Notion comes with built-in and third-party templates created by community members. Among them there is a perfect template for handling tasks. Follow the steps below to add it to Notion.

Step 1: Open the Notion app on your PC or Mac and create a workspace.

2nd step: Click on the “Add a page” option in the left sidebar. and Notion will open a blank page for you.



Create a concept page

Step 3: Click Templates on the blank Notion page and this will open the Default Notion template gallery.

Step 4: You can find the task template in the Engineering section. Click the Import button to add it to your Notion page.



Add a template to do

The To-Do template is a kanban style board similar to Trello but it is powerful with all the relevant functions.



Template to make added

You can add relevant names to each section of the table. As for the cards, just click on the default card and start adding details.

You can add information like assigned user, status, priority, date, comments, etc. You can use the “Add a property” option and integrate mode fields such as Email, Phone, URL, Formula, Relationship, etc. The possibilities are endless here. It depends on your use case on how much information you want to fit into a card.



To make details

As you progress with a card, simply drag and drop the cards to an appropriate section.

2. Weekly agenda template

The above model is more suitable for managing small projects. Notion can also function as a dedicated task management. For this, we are going to use the Weekly Agenda template. Follow the steps below.

Step 1: Open Notion and create a workspace.

2nd step: Create a new page in the left sidebar and choose templates from the blank Notion page.

Step 3: You can find the weekly planner template in the Design section. Import it on your Notion page.



Weekly planner template

Step 4: Start adding tasks to a day of the week. You can add as many tasks to a particular day of the week.

As is the case with any task manager app, Notion also offers a reminder feature. You will need to use the Notion commands for this.

Go to a task you want to be reminded of. Use the “/” command and type call back. Notion will display a date or reminder option. Click on it.



Weekly calendar reminders

You can select Today or Tomorrow. Select the appropriate option and you will see it added to a task. To change the due date and time, click on the current date option, and it will open the context menu to change the date and time. For long tasks, you can also assign an end date.

Repeat the process for all tasks and you will end up with a robust task management system in Notion.

3. Create a calendar in Notion

Notion can also replace Google Calendar for you. It won’t have tight integration with other Google apps, but it works fine for an average user. Here, we will not use a Notion template, but opt ​​for the default function to create a database.

Step 1: Create a workspace from scratch in Notion.

2nd step: Select Calendar under the Database option in Notion.

Step 3: Notion will create a calendar view on the page.



Calendar added

Step 4: Click the + icon under any date and start adding entries.

Step 5: As for the details, you can title, date, tags and insert properties like Email, Phone, etc.

We love how you can just drag and drop entries from one date to another. However, the real treasure lies behind different points of view. This is something that separates Notion from other software on the market.



Chronological view

Just click Add View Option and you can choose from different views such as Timeline, Tables, Lists, and Gallery. Among them, we prefer the Notion Timeline view because it is perfect for using GT.

Also on Guiding Tech

Create a perfect plan in the concept

Notion is the Swiss Army Knife of productivity apps. You can easily manage tasks, projects and create a personalized calendar that meets your needs. How do you plan to use Notion? Let us know in the comments below.

Then:

Notion is a pleasure to use with keyboard shortcuts. Read the article below to learn more about the top eleven Notion keyboard shortcuts to increase your productivity.

Last updated on April 7, 2021


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