Book Image

Enhancing Productivity with Notion

By : Danny Hatcher
Book Image

Enhancing Productivity with Notion

By: Danny Hatcher

Overview of this book

Notion is note-taking, wiki management, and task and project management software that gives you control of your working environment. By creating pages using a variety of block types and database styles, the possibilities are endless. This book will help you overcome challenges in managing large projects using Notion and creating documents using real-time updates with a great deal of flexibility, allowing everyone to have a customized view as per their needs. With this book, you'll become well-versed with Notion, where you’ll learn how to access, create, and change a workspace utilizing all the blocks, database views and properties, and advanced features and functions. From a table or list view to a Kanban board or gallery view, you'll get to explore several database options available in Notion. You’ll learn the skills to build pages, customize the aesthetics, create templates, and store, organize, and surface information through databases, all while building a system and workflow that works for you in your context. The book will also demonstrate how to import and export information and combine Notion with other tools using the API. By the end of this book, you’ll be able to create a task management system, project management system, or any other system while combining it with other tools that speed up your work for better efficiency.
Table of Contents (18 chapters)
1
Section 1: Settings and Structure
6
Section 2: Database Options, Features, and Functions
12
Section 3: Creating Advanced Workflows

Using Notion on multiple devices

In this section, we will go through some of the viewing and functional differences between various devices. There are some actions that you can perform on some devices that are, at the time of writing this, unavailable on other devices. This could impact how you format your pages, build out your workspace, and navigate through the app.

PC, Mac, or laptop

Using a PC, Mac, or laptop will give you the most functionality and flexibility in terms of what you can do with the app. Notion was first built for desktop use, with the mobile and tablet apps being developed later.

When viewing Notion on your screen, you should see the active workspace screen. It includes the active page in the middle, a navigation sidebar on the left-hand side, some options in the upper-right corner for sharing alongside an action menu, and the help button in the lower-right corner of the screen, as shown in Figure 1.3:

Figure 1.3 – The workspace home screen for a PC, Mac, or laptop

Figure 1.3 – The workspace home screen for a PC, Mac, or laptop

The sidebar on the left-hand side can be toggled off so that it doesn't show or fill up space. This can be done by clicking the option at the top of the sidebar, as shown in Figure 1.4, or using the Ctrl + \ keyboard shortcut:

Figure 1.4 – Closing the left-hand sidebar option on a PC, Mac, or laptop

Figure 1.4 – Closing the left-hand sidebar option on a PC, Mac, or laptop

When you are interacting with the blocks inside the application (note that blocks will be explained further in Chapter 4, All the Building Blocks), there are a few options to choose from.

You can either click into the block to add text, interact with the embedded media, or trigger a block action. You could click on the six-dot option at the side of the block, giving you a drop-down menu of actions to apply to the block. Or you could click outside of a block, drag your mouse over the intended blocks you want to interact with, and then use the six-dot option or the Ctrl + / shortcut to make any changes.

While on a PC, Mac, or tablet, the only way to move a block is to click and hold the six-dot option, as highlighted in Figure 1.5. Then, drag the block to the desired location.

Note

This could create columns, which will be covered further in Chapter 4. All the Building Blocks.

Figure 1.5 – The six-dot option next to a single block

Figure 1.5 – The six-dot option next to a single block

The location of the breadcrumb, which, in Notion, refers to the file tree that shows what page or database the currently active page has gone through, is at the top of the active page just like on all other devices; note that workspace navigation is covered in further detail in Chapter 2, Workspace Navigation, Sharing, and Appearance.

Tablet

When viewing Notion on a tablet or iPad screen, the layout will be different. Instead of there being a left-hand sidebar, there is a button to open the sidebar for navigation located in the upper-left corner of the screen, as highlighted in Figure 1.6.

The sharing and action options are still in the upper-right corner of the screen, but the share options are in the box and arrow icon menu, and the action options are in the three-dot menu.

At the bottom of the screen, there is the quick search, notification bell, and new page shortcut, which have been taken out of the sidebar from the PC, Mac, or laptop workspace view. In addition to this, there are undo and redo arrows in the lower-right corner of the screen.

On the main working page, there are additional options to add a template to the page, which will be covered further in Chapter 3, Templates, Imports, Account Settings, and Workspace Settings:

Figure 1.6 – The workspace home screen for the iPad

Figure 1.6 – The workspace home screen for the iPad

Unlike the PC, Mac, or laptop view, interacting with blocks doesn't rely on mouse movements or clicks. To add a block, a line of text, or to trigger a block action, you need to click on an active text block on the page to bring up the toolbar or the six-dot menu, as shown in Figure 1.7:

Figure 1.7 – The tablet/iPad toolbar location

Figure 1.7 – The tablet/iPad toolbar location

To move a block on the tablet or iPad, you need to tap on the block, click on the six-dot option to highlight the block, click off the menu when it appears, then hold the screen on the block with your finger. Finally, you can move it to the desired location.

At the time of writing this book, there is no way to create columns inside a page on the tablet or iPad versions.

Mobile

When viewing Notion on the mobile app, it mimics much of the tablet/iPad workspace view. The sidebar is hidden behind the button in the upper-left corner. The share and action options are still in the upper-right corner, with the share options behind the traditional three-dot and two-line icons and the actions behind the three-dot menu. The search box, notifications bell, and new page shortcut are located at the bottom of the screen. However, unlike the tablet/iPad app, there are no undo or redo buttons, as shown in Figure 1.8:

Figure 1.8 – The workspace home screen for mobile

Figure 1.8 – The workspace home screen for mobile

The same can be said for the interaction with blocks on the mobile app. To create a block, go into an active text block on the page by pushing it with your finger to bring up the toolbar. From there, you have access to all the block actions. Similarly, you can move blocks on the mobile app by using the following method:

  1. Select a block and then select the drop-down menu for the keyboard.
  2. Then, push and hold on to the desired block and move it up and down.

At this point in Notion, there is no way to make columns on a mobile device.