Notion 101 Resources (1)

Notion 101 Resources (1)


What is Notion?

Notion is the all-in-one workspace for your notes, tasks, wikis, and databases. Teams can connect these components to create their own systems for knowledge management, note taking, data management, project management, among others. You can mold Notion any way you want to build the documents, tools and systems you need to build your team's operating system.
Check out this video for a short 2 minute introduction to Notion ๐Ÿ‘‡
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How do I use Notion?

If you attended the Basic or Advanced training sessions, you can watch the re-cap videos of each training below:

Basic ๐Ÿ‘‡

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Live agenda
Creating notes & docs
  • Note-taking
  • Block concept
  • Styling (font, colors, columns)
  • Embedding
  • @mentions (people, pages, dates)
  • Comments
  • Pages & sub-pages
Workspace & navigation
  • Workspace concept
  • Left sidebar
  • Sharing & Group Permissions
  • Favorite pages
  • Search function
  • Notifications
  • Page history
Creating tables & boards
  • Database concept
  • Tables
  • Properties
  • Boards (Kanban)
  • Group by (Status)
  • Templates (one way to get started with Databases)

Advanced ๐Ÿ‘‡

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Live agenda
Advanced Database Features
  • Database views
  • Calendar view
  • Board view
  • Gallery view
  • Relational databases & rollups
  • Linked databases
Templates
  • Database templates
  • Meeting notes
  • Template button

Featured tutorials

Access all other Youtube videos here.
Create pages and databases
Video preview
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Starting with a template
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Navigating with the sidebar
Video preview
Adding members, guests, and admins
Video preview
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If you'd like more details about our features, or if you'd prefer to read than watch the videos above, Notion has an extensive Help Center you can access below๐Ÿ‘‡

Building Use Cases and Workflows

Below you'll find a list of tutorials, videos, guides, and articles for a wide range of team functions!
See all other Notion Guides here.

Templates

Access our full library of pre-built templates here:
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FAQs

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Customize these help articles to the ones you know the customer is curious about (based on kick-off call, etc.) For example, the Notion vs. Confluence FAQ added.
โ–ถ๏ธ How do I add somebody as a member to my workspace?
To add members to your Workspace:
  • Go to Settings & Members at the top of your left-hand sidebar.
  • Click Add a Member and type the email address of the person you want to add.
  • Select whether to add them as an Admin or Member from the dropdown, then press Invite.
    • Admins can edit settings and invite new members.
    • Members cannot edit settings or invite new members.
  • They'll receive an email with a link to sign in and join your workspace.
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โ†•๏ธ Can I import work from other tools into Notion?
Yes! You can important a number file types from other tools (e.g. Trello) directly in to Notion.
To do this:
  • Clickย Importย towards the bottom of the left-hand sidebar
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โ†”๏ธ How do I share my work and collaborate with others in Notion?
To manage sharing & permissions, use the Share menu in the top right-hand corner of any page. This menu lets you share the current page and its sub-pages with others in a number of ways.
Step 1: Decide who to share this page with
  • Share with workspace: Turning this on gives everyone in your workspace the ability to see the page. In the example below that is under "Share with Acme Inc".
  • Share with group: You may also see groups that have been created in your workspace, which you can assign different access levels to. In the example below there is a permission group called "Designers".
  • Invite people: Lets you invite someone to access this page whether they do or don't belong to your workspace.
  • Copy link: Makes the page easy to share. The link will only work for people who have access based on your other settings.
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Step 2: Decide on the level of access you want to grant other people
  • Full access: People with full access to a page can edit any of the content it contains and share the page with anyone they want using all the mechanisms in this guide.
  • Can edit: Select this level of access for people or groups who should be able to edit the content on the page, but not share the page.
  • Can comment: Select this level of access for people and groups who should only have the ability to comment on a page's content, not actually edit it. They also can't share the page with others.
  • Can view: People with can view access can simply read the content on the page, but not comment on it or edit it. They also can't share the page with others.
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๐Ÿ”€ Notion versus Confluence: Why Notion?

Where can I get help?

  1. [CSM] is our dedicated Customer Success Manager who can help you with any usability questions using Notion and best practices for arranging your workspace. She is a resource for product education, consultations, and training. You can reach here at [CSM Name]@makenotion.com
  1. If you need technical support, please click on the ? at the bottom right of any Notion page and [send us a message] , or send an email detailing your inquiry to support@makenotion.com.
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