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How I’m using Notion in 2024


Introduction

Notion is my preferred tool for managing both personal and professional aspects of my life. Though it's not flawless, I've found it to be an effective system after years of exploration. I require a system that is user-friendly, somewhat standardized, and most importantly, easy to migrate out of. Notion is potent but can lead you down the path of constructing overly complex views. Here's how I'm using Notion in 2024, with the hope that it will inspire you to create your own system!


One database to rule them all

I've chosen to consolidate all my Notion content into a single database named Data. It includes everything that would be detrimental to lose, should I need to swiftly leave Notion. This database houses a series of properties that are standard across all data types:

Fields Notes
Name Unique title of data document
Timestamps Created and last edited times
Status Not started, In progress, Done, To publish
Type What is the data? Is it a blog post, a case study, or a note?
Tags Tags are created when I need to tether data together.
URL An optional URL
Archive A checkbox that marks if the data is archived (hidden from view) or not (shown in view)

Important of portability

I aim to exit Notion as smoothly as possible. This is not a criticism of Notion, but rather reflects my cautious approach to online tools. Notion isn't flawless and lacks features I value, such as responsive apps and offline mode. However, the benefits it provides make it worthwhile for me.


Linked databases

My Notion workspace mainly contains pages, which are used to display necessary data. I utilize linked databases to present this data, applying custom filters, sort functions, and views. Here's what I typically do:

  • Sort items by the most recently edited
  • Display only items that are not archived
  • Use the type or tags as a filter to show relevant data. For instance, to view blog posts, I filter by type to display blog posts.
  • Conceal any properties not applicable to the type. For example, I don't use status for every data piece, only for those I track on status boards.

By doing it in this manner, I enjoy my single Data database, with many views that are referencing it. This simplifies the structure of my database, and makes it easier to interact and create data.


Types of data

The real strength of the Data database lies in the types select field. The following types were utilized in 2024:

Data Notes
Books to read Stores things to read, broken down by professional and personal reads. document
Kudos Stores screenshots of text kudos I get. Perfect for when I need some affirmations. times
Blog posts Ongoing content that I am actively writing in Notion to publish on this blog.
Notes General notes that I want to stash. These could be meeting notes, reminders, anything I want.
Resonance log Stores notes on web links and content that inspires me to create unique notes and ideas for myself
Meetups Stores notes taken at events. I publish the individual note for easy sharing with peers.
Projects Includes freelance and personal projects. Includes high-level to-do’s, outlines, and links to docs I share with clients.
Case studies Database of content written for my professional portfolio.
Mentees Individual documents for designers I mentor, to share notes, videos, and more.

By using Notion in this manner, I can store all my data in a single database. I can then use filters on individual pages to view and interact with the data. This ends up making my Data database look like this:

Screenshot of Notion showing a single database with many items grouped by type: blog posts, kudos, case studies, notes, projects, and more
I use a single database in Notion for a variety of reasons. Most importantly, is that it provides me a consistent experience for me when interacting with my data.

Tags

I plan to use tags as a way to connect similar content, to create pages that are additional filtered views of my data. So far, I have the following tags I use as topics I want to group together:

  • design systems
  • front-end development
  • design leadership

In the future, I plan to create pages that shows all my data according to tags. This helps place content in front of me that resonated, to help ideate on new content.

Factoring in 9-5 work

I have a tag, Smartsheet, that I apply to all data related to my day job. I mostly use this for notes, to show a dedicated list of work notes within my Smartsheet page.


Dashboard

The hub, my dashboard, houses all my pages that are filtered views of the Data database. I set this as my homepage in my browser, to make sure that my data is always in front of me.

A screenshot of Notion dashboard called BranOS. It shows pages in my dashboard like kudos, blog posts, case studies, notes, and more
My dashboard is the hub for my data. Each page contains a linked view of my database, with custom views for each page.

Notion in my household

Notion also facilitates special projects within my family. We manage significant projects, travel plans, plant care guides, and more in a private space. I custom-build everything there, based on our needs.

Screenshot of my family's notion space. Shows pages like vacation plans, to eat, plant care instructions, and more
I use Notion in my house to manage projects and knowledge with my husband.

Notion in my business

As a freelancer, I create a dedicated Notion page for each client. This page serves as a central repository of information, including links to designs, contracts, reviews, and more. These are typically read-only documents that clients can refer to for effective use of the delivered code. I make the top-level page public so that my clients can easily access project information.

The final result is an informative experience for consuming the content I create in Notion. These pages are stored in my private Notion page titled Client wikis. I custom-build each wiki for the freelance project I'm working on.


Conclusion

While this may sound like an advertisement for Notion, it isn't. My years of experience and trial and error have helped me find an optimal balance. I hope this post encourages you to evaluate the tools in your workflow and find your ideal match. My main advice is to start simply and incrementally expand your workflow processes. Enjoy your planning!

Brandon
          Templar at his desk
Hello! I’m Brandon Templar, a product designer in Washington, D.C.

I am a designer, photographer, and tech enthusiast that has decided to write more about my thoughts and process. Thanks for following along!