In this article, we will see how to create custom notion templates – stepwise with screenshot. To get started, first we will briefly go through ‘What is Notion?’ and its functionalities. Plus we will create a Notion workspace to proceed further into creating custom Notion templates step by step with screenshots.
Table of Contents
What is Notion?
Notion is an app that allows users to create notes, documents, presentations, etc. It’s very similar to Evernote in terms of functionality but it has many more options for customization.
Notion is an incredibly powerful productivity tool. It’s like Google Drive, Jira (issue tracker), Trello (project management), and Evernote (note taking). It’s incredibly powerful both as a knowledge management tool as well as a task/project management tool. So obviously, learning how to use this tool will be much useful, if you intend to employ it in your projects.
If you are looking for a simple note-taking app, then Notion may be the best option for you. It does not have any bells and whistles like other apps do. Instead, it focuses on simplicity and ease of use. Notion is an app that has become popular for good reason. It’s a powerful tool that can help you get more done, organize your tasks, and stay on top of your projects. You can use Notion to create and edit documents, manage your tasks, keep track of your projects, and much more.
It offers the ability to set reminders, organize your tasks, manage your projects, and track your progress. The app is available for iOS and Android devices, and it’s free to use. Notion is one of the most versatile productivity apps out there, and it’s been named the best productivity app of the year.
Compatibility
Which iOS is compatible with notion?
For notion to work on your device, you will need to have iOS 13.0+. To check which version of iOS your device is running on, just navigate to Settings → General → About.
Which platforms are compatible with notion?
Notion is compatible with Windows, Mac, iOS and Android.
Pricing
Notion has set of four pricing categories including from ‘Personal’ which is completely free up to the ‘Enterprise’ packages. There are mainly four packages.
1. Personal: completely free, for individual users
2. Personal Pro: 4$/month if paid annually, 5$ billed monthly
3. Team: 8$ per user / month if billed annually, $10 billed monthly
4. Enterprise: for this package, you have to contact sales to inquire about the price
Custom Notion templates
Upon signing up, a template gallery is available. These awesome templates can be added to the workspace, so that you can work with them, modify them, edit them the way you want or remove them as you like.
Click on the ‘Templates’ visible on your left sidebar. You will get a template block, i.e, list of select-able template categories, like
- Design
- Student
- Engineering
- Human resources
- Marketing
- Personal
- Product management
- Sales
- Support
For example as a student, if you select ‘Student’ category, you will be surprised to see that there is a whole lot choice of templates available.😄
- Class notes
- Job applications
- Reading list
- Thesis planning
- Simple budget
- Syllabus
- Lessons plan
- Course schedule and many more…
How to create custom notion templates – Class Notes template
If you take Class Notes by clicking on ‘use this template button’, you will see there are bunch of notes documents. So you can create your own notes, add bookmarks, images, video, table of contents. And share it with your classmates or professors.
How to set Notion workspace
On the left side bar, click the + Add a page, a new untitled Notion workspace/dashboard will be created as shown below:
How to create custom notion templates – Notion Workspace
Rename it as you like, for example, you can write ‘Dashboard’ or ‘My workspace’ or ‘Home’ or ‘Workspace’ or ‘Notion workspace’ or ‘Projects workspace’, it is up to your liking. Then start customizing it, like selecting an icon. And inserting categories into it simply by typing the category name. Like in the case below, ‘Personal’ is written to create my personal life category. Just type the name of the category and select it as Heading 1 or Heading 2 or Heading 3.
How to create custom notion templates – Notion Workspace
Once you have your list of categories, add sub categories to them, can be seen clearly in the picture below.
how to create custom notion templates
Create template depending on the content
To make it more explanatory and simple, just take the Health category from workspace, click on the 6-dotted icon in front of sub-category Fitness tracker.
How to create custom notion templates – Notion Workspace
A menu will appear, select ‘Turn into’ -> Page.
how to create custom notion templates
Click on the ‘Fitness tracker’, an empty new page will open with the heading as ‘Fitness tracker’. Here select ‘Table’ from ‘DATABASE’ category.
How to create custom notion templates – Fitness tracker
Upon selecting the ‘Table’ , a new empty table will show up. Now just customize the table as you like, just for example, put name of days on which you want to track your fitness, add corresponding parameters on other column and rows of the table. In this way a complete fully customized fitness tracker can be added to the dashboard as per liking or requirements.
How to create custom notion templates – Fitness tracker
A cover image can be added to the dashboard as well.
How to create custom Notion templates step by step with screenshots?
To compare the difference between template from scratch and custom templates from Notion, follow the step guide to utilize one of the template in Notion.
Now that the Notion workspace which is renamed as ‘Dashboard’ looks ready to roll on. Let’s move to the templates in Notion. Click on the left sidebar on the ‘Templates’.
Select any template from any category you like. Since we tried to create a ‘Fitness tracker’ above by using a table, so in this case we are going to select ‘Habit tracker’. So that we can understand the difference between the two approaches, and to see the ease of doing stuff by using and customizing the provided Notion built-in templates.
How to create custom notion templates – Habit tracker
Once ‘Habit tracker’ is selected, by clicking use as template button. It will be shown in the main window, and in the left sidebar it will be show below the ‘Dashboard’. Move this ‘Habit Tracker’ in left sidebar to ‘Dashboard’ by drag n drop. If its successful, it won’t appear in the sidebar now. Just click on the ‘Dashboard’ and move ‘Habit Tracker’ as you like. In our case it should be placed under ‘Health’ category.
How to create custom notion templates – Habit tracker
Now open ‘Habit Tracker’ by clicking on it from ‘Dashboard’.
How to create custom notion templates – Dashboard
‘Habit Tracker’ can be fully customized to one’s liking or can be used as it is. We are going to change/rename ‘Journaling’ column to ‘Digital planner’, as shown below.
Habit tracker
Then new columns can be added, their type can be changed, or a new to-do list can be created, there is a whole lot of possibilities. Create a new column and write ‘No Smoking’ as title for tracking this habit. As the it is based on text field, we will change it to check box type, for one-time tasks, as shown in the screenshot below.
Habit tracker
Habit tracker
We can also create database templates. If a new team member joins, his notion workspace can be loaded with our team database templates with just few clicks. Once you have mastered the art of creating your own customized templates, these digital assets can be sold as Gumroad product or on any other digital platform depending on the customer requirements.
Do you know how to create and use notion linked database? For a step to step guide about linked database, follow the link below:
https://thedigicrafts.com/using-notion-linked-database/
Note: If you like our work you can join Notion using my affiliate link to support us, you won´t be charged additionally for it.
Frequently Asked Questions (FAQs)
What is Notion?
Notion is an app that allows users to create notes, documents, presentations, etc. It offers the ability to set reminders, organize your tasks, manage your projects, and track your progress.
How Notion is different from other apps?
Notion is an incredibly powerful productivity tool. It’s like Google Drive, Jira (issue tracker), Trello (project management), and Evernote (note taking). It’s very similar to Evernote in terms of functionality but it has many more options for customization.It’s incredibly powerful both as a knowledge management tool as well as a task/project management tool.
Häufig gestellte Fragen (FAQs)
Was ist Notion?
Notion ist eine App, mit der Benutzer Notizen, Dokumente, Präsentationen usw. erstellen können. Sie bietet die Möglichkeit, Erinnerungen festzulegen, Ihre Aufgaben zu organisieren, Ihre Projekte zu verwalten und Ihren Fortschritt zu verfolgen.
Was ist der Unterschied zwischen Notion und anderen Apps?
Notion ist ein unglaublich leistungsfähiges Produktivitätstool. Es ist wie Google Drive, Jira (Problem Verfolgung), Trello (Projektmanagement) und Evernote (Notizen). N ist Evernote in Bezug auf die Funktionalität sehr ähnlich, bietet aber viel mehr Optionen zur Anpassung. Es ist sowohl als Wissensmanagement-Tool als auch als Aufgaben-/Projektmanagement-Tool unglaublich leistungsfähig.
Wozu dient Notion?
Nehmen Sie zum Beispiel den Fall eines Webentwicklers. Wenn Sie an einem neuen Projekt arbeiten, können Sie Notion verwenden, um den Überblick über die Aufgaben und Meilensteine des Projekts zu behalten. Sie können Notion verwenden, um eine Präsentation für einen Kunden oder ein Dokument für einen Kunden zu erstellen. Sie können Notion auch verwenden, um einen Artikel oder sogar einen Blogbeitrag zu erstellen. Es gibt viele Möglichkeiten, Notion zu verwenden. Das Beste an Notion ist, dass es eine Menge kostenloser Themen zum Herunterladen gibt. Diese Themen gibt es in verschiedenen Farben und Designs. Sie sind einfach zu installieren und können für jede Art von Projekt verwendet werden.
