May 7, 2025
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guides

The Ultimate Notion Guide: From Beginner to Pro

Kamila Lechmanova
Marketing @Morgen
The Ultimate Notion Guide: From Beginner to Pro

What is Notion?

One way or another everyone discovers Notion. Whether it will be for its minimalistic interface, block building nature, or live page publishing. For me it was the doodle-like aesthetics and customization of workspaces I created over the years. All of these nuances make Notion what it is today, a powerhouse of all project management, task tracking, and simple note-taking.

You can create pages, task lists, calendars, and databases to manage any kind of project. Then, organize the information, collaborate with others, and build powerful systems tailored to your workflow.

At its core, Notion is built around a simple but powerful concept: everything is a "block". Whether it's text, an image, a checklist, a table, or even an embedded file. You can create pages to store these blocks, and then nest pages within pages to build a highly organized system.

Notion offers a variety of templates and building tools, to give beginners an easy start to set up workflows for task management, project tracking, note-taking, or personal journaling. With features like drag-and-drop editing and customizable databases, Notion gives you full control over how you capture and organize your work and ideas.

But first you learn the notes, then you play the music. In this guide we’ll go through all the basics you need to know, so by the end you will be comfortable with creating and organizing your projects and docs in Notion without templates as an intermediate user.

User Type Must Know Nice to Know
Beginner Pages, text, checklists How to use templates
Intermediate Databases, views, filters Relations, rollups
Power User Custom workflows, automations API, integrations (Zapier, Slack, etc.)

Why Use Notion for Task Management?

Notion allows you to fully customize your task lists, add deadlines, assign priorities, and link tasks to larger projects or resources. You can choose different views, such as kanban boards, calendars, or simple lists, depending on how you like to visualize your work.

Task management in Notion is especially powerful because you can integrate notes, documents, and workflows alongside your to-dos.

There’s a big number of tools that integrate Notion to increase the productivity of your projects. I always end up with a massive list of to-do’s, so tools like Morgen help me visualize and prioritize which task to tackle, so I can hit where it matters without spending hours on planning and actually do the work.

Quick Start With Notion

First, create a free Notion account online or through the mobile app. Once inside, you'll be introduced to a clean workspace where you can begin creating pages. A page in Notion can be anything, a task list, a journal, a meeting agenda, or even a full project database.

An easy way to start is by using Notion’s built-in templates, which offer ready-made layouts for task management, personal goals, project tracking, and more. You can customize the templates by adding text, headings, checklists, images, and other "blocks."

Group related pages and use features like linked databases, tags, and filters for an integrated and organized setup. As you become more comfortable, you can customize your setup with advanced options like formulas, relations between databases, and automations. The key to success with Notion is to start simple, build gradually, and adjust your workspace as your needs evolve.

Prerequisites

1. A free Notion account.

2. Web app or downloaded Notion app.

3. Internet (offline access is limited and internet is required for syncing).

Workspace & Sidebar

Your Notion app is divided into two main areas: the sidebar and the editor. We’ll go through both along with tips to get started.

Sidebar Overview

The sidebar is your command center for accessing pages, databases, teamspaces, settings, and more. Everything you create, pages, tasks, or databases, will appear here. The sidebar is fully expandable, collapsible, and customizable, allowing you to nest pages infinitely to create a structure that matches your personal or team organization.

The sidebar is divided into several sections:

  • Teamspaces (on paid plans): Organize work by team or department.
  • Shared: Pages shared with specific members.
  • Private: Pages only you can see.
  • Favorites: Pages you’ve starred for quick access. By clicking ⭐ at the top of it, the page appears under Favorites to keep key project pages close at hand.
notion sidebar

Next to the Create new page, you can click close sidebar, or cmd + \ to collapse sections and keep things tidy. Drag-and-drop properties to rearrange your sidebar exactly how you like.

The top of the sidebar includes powerful tools:

  • Workspace Switcher: Switch between different workspaces or create a new one.
  • Search: Quickly find any page, database, or recent activity.
  • Home: View your most important pages and action items.
  • Inbox: See all notifications, mentions, and work assignments in one place.
  • Settings: Adjust everything from appearance to notifications.
  • Templates: Quickly start new projects with pre-built templates.
  • Trash: Deleted pages live here temporarily and can be restored if needed.
  • 📝 Create a New Page: At the top of the sidebar, use the shortcut cmd/ctrl + N, or tap 📝 at the bottom of your mobile app.

You’ll also find quick links to Settings, Templates, and Trash at the bottom of the sidebar.

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Tip: Dragging a page into the Private section instantly makes it visible only to you. Useful for confidential notes or drafts.

Editor Overview

The editor is the workspace where you create and manage content. Think of it as a blank canvas for writing, planning, brainstorming, or building full systems.

notion editor

Key features of the editor include:

  • Minimal distractions: Once you start typing, control menus fade into the background, helping you focus deeply.
  • Collaborator presence: See live profile pictures of teammates viewing or editing the same page.
  • Share menu: Easily manage permissions, share a page link, or invite collaborators via email.

The editor supports dozens of block types (text, headings, lists, images, tables, databases, embeds, etc.) giving you full flexibility in how you structure content.

Team vs. Personal Workspaces

Personal workspaces

notion personal workspaces

Newly created pages are private by default.

Team workspaces (Plus, Business, or Enterprise Plans)

notion team workspaces

Sidebar organization under Teamspaces is shared among members. Everyone sees the same structure, but can individually collapse or expand page trees without affecting others.

Admins in team plans can manage member permissions and control page visibility more granularly.

Pages & Blocks

Notion is built around the concept of pages and blocks, giving you impeccable flexibility in writing, planning, organizing, and connecting information. Whether you're building a knowledge base, writing a blog post, or designing a dashboard, understanding how to use blocks, pages, links, and synced content gives you full control over your workspace.

Notion Pages

Pages are where all your content lives. They can be standalone documents, nested inside other pages, or linked throughout your workspace. You can create a new page from the sidebar, the /page command, or with keyboard shortcuts. Pages can contain anything from text, images, databases, embedded files, to additional pages.

notion pages

Notion Blocks

Inside pages, all content is made up of blocks. All paragraphs, lists, headings, media, tables, databases, and more.

These blocks can be:

notion blocks

  • Dragged and dropped
  • Edited inline
  • Converted to other types
  • Nested inside toggles, synced blocks, or columns

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Tip: You can add blocks using the / command, which lets you insert nearly anything (e.g., /heading, /image, /table, /syncedblock).

Linking Content in Notion

Notion makes it easy to create a connected workspace by linking pages and blocks together. Connected workspace are all your tools, information, and people in one place, with the goal of reducing context switching, and enhancing team collaboration.

  • @-mention, [[, or + followed by a page name links to another Notion page inline.
  • Use /link to page to create a visual block that links to another page (it will also appear in your sidebar as a subpage).
  • Every block has a unique link, click the ⋮⋮ handle → Copy link to share it.
  • Paste URLs from external sites to create web bookmarks with previews.

Synced Content

Synced blocks let you mirror content across multiple pages or within the same page, so updates in one place appear everywhere else.

How to Sync Content Across Pages

1. Select one or more blocks.

2. Copy with cmd/ctrl + C.

3. Paste in another page.

4. Choose Paste and sync, a red outline will appear around synced blocks.

notion synced content

Create New Synced Blocks from Scratch

  • Type /syncedblock or use the + menu
  • Add or drag content into the synced block
  • Use Copy and sync to paste into other locations

Identify & Edit Synced Blocks

  • Synced blocks have a red border on hover
  • Clicking inside lets you edit the content, which updates all instances
  • Use the Editing in ↙ X other pages menu to view all locations
  • The original block is labeled ORIGINAL
notion synced blocks

Unsyncing Content

Synced blocks are perfect for reusable FAQs, process documentation, status updates, or recurring callouts across different pages.

  • To unsync a single instance, click ⋮⋮ → Unsync
  • To unsync all copies, go to the original block → ⋮⋮ → Unsync all

Wikis

Notion lets you turn any page into a wiki, great for organizing company documentation, team handbooks, or learning hubs.

How to Create a Wiki

1. Open a page → click •• → Turn into wiki

notion wiki page

Wikis come with three built-in views:

  • Home: Custom landing page
  • All pages: A database of every wiki page
  • Pages I own: View only pages assigned to you

You can add more views like timelines, calendars, or kanban boards.

Verified Pages & Owners

Pages can be verified to confirm accuracy and ownership. Verified pages show a ✅ badge and can expire on a set schedule, notifying the page owner when it’s time to review or update.

Undo a Wiki

Click ••• → Undo wiki to convert it back into a normal page.

Organize & Format Your Content

Headings

Add hierarchy and readability with /h1, /h2, and /h3. You can also turn headings into toggles to collapse content.

Columns

Drag any block beside another to create columns. You can create multi-column layouts and even place media blocks side by side.

Dividers

Insert dividers with /divider or by typing --- to visually break up content.

Table of Contents

Use /table of contents to auto-generate a clickable list of headings in your page — ideal for long documents or wikis.

Media & File Embeds

Notion supports a wide range of file formats:

  • Images: JPG, PNG, GIF, WEBP, SVG, HEIC, etc.
  • Videos: MP4, YouTube, Vimeo
  • Audio: MP3, WAV, OGG
  • Docs: PDF

You can:

  • Drag and drop media
  • Use /image, /video, /audio, /file, or /embed
  • Resize, crop, align, mask, or add captions
  • View full screen, download, or replace files

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Tip: Each media block can include alt text for accessibility and be hyperlinked or commented on.

Tables: Simple vs. Database

Need a quick matrix? Use a simple table:

  • Insert with /table
  • Add/remove rows and columns with the + button
  • Use options for headers and column width

notion simple table

Database include advanced features like filters, sorting, or relations. By clicking ••• → you will turn a table into a database. See Database chapter for more info.

Code Blocks

Code blocks in Notion are perfect for developers, technical writers, or anyone maintaining a personal library of scripts and code snippets. They allow you to present code with clean formatting, proper indentation, and syntax highlighting, all while keeping your main content easy to read.

Adding a Code Block

To insert a code block:

  • Type /code and press Enter
  • Or, click the + icon in the left margin and select Code

This will create a separate block with a monospaced font where you can type or paste your code.

Syntax Highlighting

Notion supports syntax highlighting for many popular languages, including JavaScript, Python, HTML, CSS, SQL, Bash, and more.

To choose your language:

  • Click the language name at the top-left of the code block
  • Start typing to search your desired language, then select it

This ensures your code is color-coded and formatted correctly, making it easier to read and understand.

Wrap Code

By default, long lines of code may require horizontal scrolling. To wrap lines within the block:

  • Hover over the code block and click the •• menu
  • Toggle on Wrap code, this adds line breaks to fit the block’s width

Copy or Caption Code Blocks

When you hover over a code block, you'll see options to:

  • Copy: Instantly copy the entire block to your clipboard
  • Caption: Add a brief description or label for your code

You can also access these from the ••• menu, where additional options like block alignment and duplication are available.

Advanced features

Next up, we'll dive into databases, collaborations, formulas, APIs, settings, AI, calendar, sites and marketplace.

What is a Notion Database?

Notion databases are one of the most powerful tools in the platform. More than just tables or spreadsheets, every row in a Notion database is a fully editable page, which means you can manage complex workflows, organize content, and track progress.

Databases are great if you're building a content calendar, a project tracker, a CRM, or a company wiki.

What Makes Notion Databases Unique?

  • Each item is a page: Every entry is a full-featured Notion page, which can include notes, checklists, media, subpages, or anything else you’d put in a normal Notion page.
  • Customizable properties: Add properties like text, dates, tags, people, status fields, numbers, checkboxes, formulas, and relations. These help you structure and label your content for easy sorting and filtering.
  • Multiple views: Visualize your data as a table, board (kanban), calendar, gallery, list, timeline, or chart. Switch between views based on what’s most helpful at any given moment.

Creating a Database

Keep in mind:

  • A relation connects one database to another (like linking a Task to a Project).
  • A rollup reaches through that relation and pulls in specific information, like the deadline of the project, or how many tasks are marked “Done.”
Name Status Assignee Due Date Project (Relation)
Design login UI In Progress Jane May 5 Mobile App
Write user guide Not Started Alex May 10 Documentation

  • Relation: Links to the Projects database
  • Rollups: Can roll up project deadline or priority from the related Project
Use Case How Rollup Helps
Project progress tracking Count “Done” tasks / total tasks
Pull deadlines into task views Show project deadline on each task
Employee dashboards Show how many tasks assigned to each person
CRM Show last contact date for each client from interactions log

To create a new database:

  • On a new page, choose “Table” under “Get started with.
  • Use the /database command to insert a database inline
  • Choose from Suggested templates, use ChatGPT or Notion’s built-in AI to help generate a database structure with a custom prompt

Example prompt:

“Create a Notion workspace structure with connected databases for [your use case]. It should include the main entities (e.g., projects, tasks, team members), show how they relate to each other, and include example properties, views, and suggested rollups. Make it modular, scalable, and beginner-friendly.”

Main entites to consider for task management:

  • User – The person using the system.
  • Task – The central item representing work to be done.
  • Description - Task details.
  • Due date - A date when the task is to be finished.
  • Status - Current task state can be to-do, doing, or done (you can further customize this)
  • Priority - Task priority in a time period.
  • Energy required - How much energy you need to finish this task— high, mid, low.
  • Subtasks - Smaller steps within a parent task.

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Note: By integrating Morgen with Notion, I can seamlessly pull in tasks, and update due date from my calendar, based on how much time I have available:

  • Time block directly in your calendar.
  • Use Morgen Frames to apply filters (e.g., high, medium, or low energy) and generate a realistic, daily plan that helps me focus on what matters most and stay on track with deadlines.

Notion databases types:

  • Full-page databases: Appear as their own pages in your sidebar. They can be locked (via •• → Lock database) to prevent structure edits.
  • Inline databases: Embedded within another page. Use the expand icon (⤡) to open in full-page mode. Drag into the sidebar to convert it into a full-page database.

Adding & Opening Database Pages

Every database item is a Notion page.

To add an item:

  • Click + New at the top of the database or at the bottom of a table/list/board/gallery.
  • In calendars, click the + on any date.

To open an item:

  • In tables/lists, click the title or OPEN button.
  • In boards/galleries/calendars, click anywhere on the card.
  • Click ⤡ inside the preview to open it as a full page.

You can add any blocks inside database pages: text, images, subpages, synced blocks, etc.

Customizing Database Pages

At the top of each database page, you’ll see its properties. You can customize what displays and how:

  • Click ••Customize page
  • Choose Always show, Hide when empty, or Always hide for each property
  • Rearrange property order with the ⋮⋮ drag handle
  • Adjust display of backlinks and comments

Backlinks: Expanded, Popover, or Off

Comments: Expanded or Off

This helps keep your pages clean, especially when working with many properties.

Navigating & Viewing Databases

Each database includes powerful tools to manage and analyze your data:

  • Views: Create multiple views for different teams or tasks (e.g., “This Week,” “In Progress,” “Completed”)
  • Add View: Click the dropdown next to the view name → Add view → Choose layout (table, board, etc.)
  • Filters & Sorts: Apply filters to show only what you need; sort by any property
  • Search: Instantly find matching database entries
  • •• Menu: Change grouping, layout, and property visibility

Item Options

Right-click any database row (or click the ⋮⋮ handle) to:

  • Delete or Duplicate an item
  • Copy link to share it
  • Rename the item without opening it
  • Move to another workspace/page
  • Edit properties quickly in-line

Collaborating in Databases

Databases are powerful collaboration tools. Notion gives you granular control over who can edit what.

“Can Edit Content” Permission

This permission allows users to:

  • Add, edit, and delete pages ****in the database
  • Modify property values

But does not allow:

  • Changing database structure (properties, views, filters, sorts)
  • Locking or unlocking the database

Linked databases respect these permissions but allow users to create custom filtered views elsewhere in the workspace.

Using Linked Databases

You can reference a database in multiple locations using linked databases:

  • Use /linked database and select the one you want
  • Apply different filters, views, and sorts in each location
  • Linked databases reflect real-time updates from the source

This makes it easy to present the same dataset differently across teams or documents.

Templates in Databases

Each database can include custom templates:

  • Click the dropdown next to + New+ New template
  • Add pre-built structure for tasks, meeting notes, bug reports, etc.
  • Use Notion AI to help generate template layouts

Templates help standardize your data and reduce repetitive setup.

Locking & Duplicating Databases

  • Lock database: Prevent changes to structure (in •• menu)
  • Duplicate database: Choose to copy the structure only or structure + content

Duplicating is ideal for reusing layouts across teams or projects.

Sharing & Collaboration

Notion is designed for collaboration, whether you're working with teammates in your workspace, clients outside your company, or your followers. With flexible sharing settings, you can control who sees and edits your pages, databases, and teamspaces.

Ways to Share in Notion

You can share Notion pages and databases in a variety of ways:

  • With individuals or groups in your workspace
  • With guests via email
  • With entire teamspaces
  • With the public via a shareable link
  • As a Notion Site using the Publish feature

Click Share at the top of any page to open the Share menu, where you can:

  • Invite people to a page
  • Set permission levels
  • Copy the page link
  • Open the Publish tab to make your page public

You can also access publishing options via the ••• menu → Publish tab.

General Access Levels

Under General Access, you can choose who can access a page and what they can do with it:

  • Only people invited – The page is private and visible only to you and invitees.
  • Everyone in workspace – All workspace members can find the page via search or with the link. You can optionally Hide in search for unvisited users.
  • Anyone with the link – Share with external users. They'll need a Notion account to comment or edit. You can also set a link expiration.

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Tip: Enterprise admins can disable public links in Settings → Security → Disable publishing sites, forms, and public links.

Share with Individuals or Groups

To share with specific people:

1. Click Share at the top of the page.

2. Enter a workspace member's name or email.

3. Choose a permission level from the dropdown.

4. Click Invite.

The page will appear in their Shared sidebar section. You can also share with groups for faster access control.

Sharing Publicly

To share with the wider internet:

  • Open the Share menuPublish tab
  • Enable “Publish to web
  • Set general access to “Anyone with the link
  • Manage link expiration or embed as a Notion Site

This is perfect for wikis, public docs, event pages, or portfolios.

Share with a Teamspace

Teamspaces are shared sections for teams inside your workspace. Each has its own members and permission settings.

You can share pages by:

  • Dragging a page into a teamspace from the sidebar
  • Creating a new page inside a teamspace

Some teamspaces may be default, meaning all members of the workspace are automatically part of them.

To check if a teamspace is default:

  • Click •• next to the teamspace → Teamspace settingsMembers tab → Look for “Default” under Permissions.

Share with Guests

Guests are people outside your workspace (like contractors or clients). To share:

  • Enter their email in the Share menu
  • They’ll receive an invite to the page and need a Notion account to access

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Tip: Enterprise admins can restrict guest sharing or allow only certain domains.

Stop Sharing or Make a Page Private

To revoke access:

  • Drag a page into the Private section of your sidebar (others will lose access)
  • Open Share menu → Click the dropdown next to a person or group → Remove

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Note: Moving a shared page to Private removes access for others, but subpages retain their permissions unless changed manually.

Permission Levels in Notion

Assign precise control to individuals or groups:

Permission Level Description
Full access Edit, share, and invite others
Can edit Edit content but not share or invite others
Can edit content Databases only: Edit content inside entries, but not structure/views
Can comment View and leave comments only
Can view Read-only access

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Note: The highest permission level granted will apply. For example, if a group has Full access but an individual has Can view, they’ll still have Full access through the group.

See Who Can Access a Page

At the top of a page, you’ll see avatars for people with access:

  • Faded avatars = not currently viewing
  • Solid avatars = viewing/editing live

Hover to see names, emails, and activity. Clicking an avatar jumps to where they’re editing.

Use the ••• menu → see Last edited by and timestamp at the bottom.

Requesting Access or Permissions

Trying to access a restricted page?

  • Click No access to request view or edit access
  • This notifies the page owner to approve or deny your request

To request edit access:

  • Click Share
  • Open your permission dropdown
  • Select Request edit access

Enterprise-Grade Controls

Enterprise workspace owners can manage:

  • Public sharing policies
  • Guest invitation controls
  • Allowed email domains
  • Default teamspace permissions

Go to Settings → Security to configure these protections and maintain workspace compliance.

Notion API & Custom Integrations

For developers looking to go beyond prebuilt integrations, Notion’s public API opens the door to building fully custom workflows, bots, automations, and internal tools. With internal integrations, webhooks, and granular permissions, you can create connections for managing content, syncing data, or reacting to updates in real-time.

Create an Internal Integration

To create one:

1. Go to Settings → Integrations in your sidebar

(Only Workspace Owners can access this tab.)

2. Click Develop your own integrations

Your browser will open to the My Integrations dashboard

3. → Click + New Integration

4. Fill in:

Name of the integration

1. Optional logo

2. Select the Associated Workspace

3. Once created, go to Settings → Connections, find your integration, and click •• to:

  • Retrieve the internal token
  • Manage access
  • Disconnect or modify the integration

Create a Public Integration

To make your integration available to all Notion users:

1. First, create an internal integration as above.

2. Then follow Notion’s developer documentation to convert it into a public integration, including:

  • OAuth flow setup
  • Scoping permissions
  • Publishing to Notion’s integration gallery (optional)

Granular Permissions for Integrations

When setting up an integration, you choose what the integration can do and see. Permissions are broken into:

Content Capabilities:

  • Read content only
  • Write content only
  • Insert content (append-only)

User Capabilities:

  • No user info
  • Read user info (with or without email)

These permissions are visible to users during setup and shown in the Share menu of any page the integration accesses.

Integration Webhooks

Notion supports real-time webhooks that notify your integration of content changes.

Use integration webhooks to:

  • Detect updates in connected pages or databases
  • Sync changes to other apps instantly
  • Trigger automations based on Notion activity

Webhook Actions vs. Integration Webhooks

While both can send events to third-party services, they serve different purposes:

Feature Integration Webhooks Webhook Actions
Scope Multiple workspaces One database
Complexity Advanced Simple
Trigger Type Content change events Manual or database rule
Configuration Developer dashboard In-app automation UI

Recommended Notion Integrations

Integration Use Case Benefit
Slack Get Notion updates in Slack; turn Slack messages into Notion tasks. Keeps teams in sync without switching apps.
Morgen Calendar Sync tasks across all your calendars and Notion; plan tasks with AI filters. Smart and manual time blocking of your Notion tasks to be prioritized and scheduled in your calendar.
Zapier Automate tasks between Notion and 5000+ apps (e.g., form submissions → tasks). Works with almost any tool.
GitHub Link GitHub issues, pull requests, and projects to Notion databases. Developers can manage code and documentation in one place.
Miro Embed whiteboards or brainstorm sessions directly into Notion pages. Ideal for design, sprint planning, and retrospectives.

Automations in Notion

Notion automations help you eliminate repetitive tasks, streamline workflows, and get more done with fewer clicks. With buttons, you can automate everything from sending notifications to editing database entries, all without writing a single line of code.

Notion supports two types of buttons:

  • Page buttons: Add interactive buttons to any Notion page
  • Database buttons: Automate actions on specific database items

Page Buttons: Automate with a Click

With template buttons on pages, you can:

  • Trigger actions like creating pages, editing data, or notifying users
  • Stack multiple actions into one click
  • Dynamically customize with variables, mentions, and formulas

Create a Page Button

  1. Type /button on a page
  2. Name the button and pick an emoji
  3. Add one or more actions using the + New action option
  4. Click Done to save

Available Actions for Page Buttons

Action Description
Insert blocks Add content blocks anywhere on the page
Add page to Add a new entry to a selected database
Edit pages in Modify properties in existing database items
Send notification to Ping users or people properties
Send mail to (Paid) Send Gmail emails
Send webhook (Paid) Send POST requests to other tools
Show confirmation Add a pop-up confirmation before executing
Open page or URL Open a selected Notion page or external link
Send Slack notification Push messages to Slack channels
Define variables Store reusable values for other actions

Mentions & Formulas

Use @ to reference users, pages, or dates. Use for formulas like:

  • [Page title] - Updated on [Today’s date]
  • Hi @Person, your task is due on ∑[Due Date]

Database Buttons

Database buttons are a game changer for structured, repeatable tasks, like approvals, follow-ups, status updates, or habit tracking.

Each button is a database property and lives in a row, executing actions on that specific item.

Who Can Use Database Buttons?

  • Create/edit: Anyone with Full access or Can edit
  • Click buttons: Also allowed for users with Can edit content

Create a Database Button

1. Open your database → Click ••Properties → New property → Button

2. Name your button (e.g., "Approve", "Done", "Send reminder")

3. Click Edit automation to add actions

4. Use @ or in fields to pull from the current row's properties

Available Actions for Database Buttons

Action Description
Edit property Change properties of the current row
Add page to Create a new page in another database
Edit pages in Modify entries in other databases
Send notification to Notify people directly from the row context
Send mail to (Paid) Trigger a Gmail message tied to this row
Send webhook (Paid) Push updates to external apps
Show confirmation Prompt before executing the action
Open page or URL Link to an external site or Notion page
Send Slack notification Notify a channel (e.g., #project-status)
Define variables Reuse values across actions in the automation

Send Mail to from a Database Button

1. Add a Button property → Edit automation → Send mail to

2. Customize the To, Subject, Message, and more

3. Use row-specific data like:

  • Page creator
  • Due date
  • Status
  • Custom formulas or mentions

You can CC, BCC, and set reply-to addresses, even define display names with dynamic content.

Define Variables in Database Buttons

Set up named variables using:

  • @ (mentions like people or properties)
  • (formulas like today’s date, or concatenated strings)

Use them in:

  • Email subjects
  • Property updates
  • Notifications and Slack messages

Formulas in Notion

Notion formulas empower you to calculate, manipulate, and automate data in your databases. Whether you’re tracking task progress, scoring ideas, or creating conditional logic for automations, formulas help you transform static data into dynamic outputs.

Where Can You Use Formulas in Notion?

You can use formulas in several places across Notion:

  • As a database property (most common use)
  • Inside page buttons and database buttons
  • Within database automations to define variables or logic

Each formula evaluates and returns a dynamic result, text, number, Boolean (true/false), or date, based on your other properties or functions.

How to Create and Edit a Formula

Create a Formula Property

1. Open your database → click ••Properties

2. Click New property → Formula

3. Name your formula (e.g., “Priority Score” or “Overdue?”)

4. Click Edit formula to open the Formula Editor

Use the Formula Editor

The formula editor includes:

  • A text field to enter your formula
  • A left-hand panel listing available database properties and built-in functions
  • A right-hand panel showing syntax explanations and real-time tips
  • A live preview of the result when editing from a database row

Formula Components

Formulas are built using:

  • Properties: Data in your current database (e.g., Status, Due Date, Priority)
  • Built-ins: Operators and logical values like +, , or, false, !=
  • Functions: Actions like replace(), sum(), length(), now(), or dateAdd()

Notion also supports style formatting inside formulas, and logical operators like if(), and(), or(), and the ternary operator X ? Y : Z.

Formula Examples

Project management example

Goal Formula
Set due date two weeks after start dateAdd(Start Date, 2, "week")
Mark as overdue if past due and not done if(and(now() > Due Date, Status != "Done"), "Overdue", "")
Add bold red “Overdue” label if(and(now() > Due Date, Status != "Done"), style("Overdue", "red", "b"), "")
Count incomplete tasks length(Tasks.map(current.Status != "Done"))

Functions used: dateAdd(), if(), and(), now(), style(), map(), length()

Project brainstorming with RICE Example

Goal Formula
RICE scoring (Reach × Impact × Confidence ÷ Effort) Reach * Impact * Confidence / Effort
Count total upvotes length(Upvoted by)

Use this to prioritize projects based on quantitative impact, and track interest through upvote metrics.

Task Management Automation

Trigger an automation when all subtasks are marked as "Done" and update the parent task accordingly:

1. Trigger condition: When Status = Done

2. Define parent task:

3.Trigger page.Parent item.first()

4. Check all subtasks done:

5.Parent Task.Sub-item ? Parent Task.Sub-item.every(current.Status == "Done") : false

6. Update parent task status:

7.All subtasks done? ? "Done" : Parent Task.Status

Functions used: first(), every(), ternary operator X ? Y : Z

This setup is ideal for project hierarchies where sub-tasks drive the completion status of parent tasks.

💡

Tip: You can mark completed tasks in Morgen and sync them back to Notion so you don’t need to manually go and update the status of each task.

Using Formulas in Automations & Buttons

You can embed formulas directly into:

  • Page buttons
  • Database buttons
  • Database automations

Use formulas to dynamically:

  • Insert people’s names, page titles, or dates
  • Create calculated subject lines or messages for emails
  • Style or conditionally format content
  • Control branching logic with Boolean evaluations

Notion Pricing Guide

Notion offers flexible pricing plans for individuals, teams, and enterprises, with core features included in every tier and powerful upgrades available as you scale.

Choose to pay monthly or annually. All prices below are in EUR.

Free – €0

Best for personal projects, study plans, or side gigs.

Includes:

  • Collaborative workspace
  • Integration with Slack, GitHub & more
  • Basic page analytics
  • 7-day page history
  • Invite up to 10 guests
  • Notion Mail (Gmail sync)
  • Notion Calendar

Plus – €9.50 per seat/month

Added more collaboration power.

Everything in Free, plus:

  • Unlimited blocks for teams
  • Unlimited file uploads
  • 30-day page history
  • Invite up to 100 guests
  • Synced databases with third-party apps
  • Custom websites
  • Custom automations
  • Charts & dashboards

Business – €14 per seat/month

Added more control and analytics.

Everything in Plus, plus:

  • SAML SSO (Single Sign-On)
  • Page verification
  • Bulk PDF export
  • Advanced page analytics
  • 90-day page history
  • Invite up to 250 guests

Enterprise – Custom pricing

Added advanced security, scale, and dedicated support.

Everything in Business, plus:

  • User provisioning (SCIM)
  • Advanced security & admin controls
  • Audit log
  • Workspace analytics
  • Unlimited page history
  • Dedicated Customer Success Manager
  • Security & Compliance integrations
  • Invite up to 250 guests

Notion AI (Add-on)

Notion AI is available as a paid upgrade on all plans. Helps with:

  • Writing & editing
  • Summarizing & translating
  • Autofilling data
  • Asking contextual questions inside docs

Notion Pricing Overview

Plan Best For Price (EUR/mo) Page History Guest Limit Syncs & Sites SSO & Security
Free Personal use €0 7 days 10
Plus Small teams & pros €9.50/seat 30 days 100
Business Growing businesses €14/seat 90 days 250
Enterprise Large orgs Custom Unlimited 250 ✅ (advanced)

Workspace Administration

Admins can manage workspace settings, invite and remove members, assign roles, and control access. Enterprise workspaces offer deeper controls like SAML SSO, audit logs, and granular permissions.

Workspace Administration Roles in Notion

Role Scope Key Capabilities Limitations
Organization Owner Entire organization (multiple workspaces) – View & manage all workspaces and members
– Apply settings across the organization
Only available if your org uses Notion’s multi-workspace org setup
Workspace Owner A single workspace – Full control over settings, security, members, and groups
– Can delete the workspace
N/A (has full permissions within the workspace)
Membership Admin Member & group management – Add/remove members in workspaces
– Manage groups (add/remove members, owners, and other membership admins)
Can’t manage workspace settings
Can only add users in member role

Settings in Notion

Notion's settings give you control over your personal account, workspace preferences, appearance, language, privacy, and device behavior, including desktop, web, or mobile.

notion settings

Account Settings

Change Your Profile Photo

Available on desktop and web:

1. Go to Settings → [Your Name]

2. Click your current photo (or initial) above "Add photo"

3. Choose an image file and click Open

Change Your Name

1. Go to Settings → [Your Name]

2. Edit the field under Preferred name

Change Your Email Address

1. Go to Settings → [Your Name] → Account security → Change email

2. Follow the verification flow:

  • With a password: enter it
  • Without a password: verify via old email

3. Enter your new email → Get verification code

4. Paste code → Click Change email

Set, Change, or Remove Your Password

1. Go to Settings → [Your Name]

2. Select Set a password or Change password

3. Enter your password following the requirements (min. 8 characters, 3 special characters, 1 letter, 1 number)

Appearance & Accessibility

Customize Appearance on Desktop

1. Go to Settings → Preferences → Appearance

2. Choose:

  • Use system setting
  • Light mode
  • Dark mode

💡

Tip: Quick toggle: Cmd/Ctrl + Shift + L

Customize Appearance on Mobile

1. Tap •• in the sidebar → Settings → Appearance

2. Choose System setting, Light, or Dark

Language, Region & Display

Change Your Display Language

1. Go to Settings → Preferences → Language & Time → Language

2. Choose from:

  • English, Korean, Japanese, French, German, Spanish (Spain & LATAM), Portuguese (Brazil), Simplified/Traditional Chinese, Dutch, Norwegian, Swedish, Danish (Beta), Finnish

Start Your Calendar Week on Monday

1. Go to Settings → Preferences → Language & Time

2. Toggle Start week on Monday

Change Your Time Zone

1. Go to Settings → Preferences → Language & Time

2. Manually set or enable Auto update time zone

Desktop App Preferences

On Startup

Set what appears when the app opens:

  • Continue where you left off
  • Default page

Command Search & Menu Bar

Enable Command Search to launch Notion from anywhere:

  • Show in Menu Bar
  • Customize keyboard shortcuts

New Tab Behavior

  • Toggle Open Search when creating new tab
  • Choose whether to show default page instead

Notion Link Behavior

  • Toggle Open Notion links in browser
  • Or allow web links to redirect to the desktop app

Open Links in Desktop App

Want Notion links from your browser to open in the app?

1. Go to Settings → Preferences

2. Toggle Open links in desktop app

3. In your desktop app, make sure Open links in browser is turned off

If it's not working:

  • Open the link in browser → Click ••Open in Mac app

Privacy & Analytics

View History

To opt out of analytics:

1. Go to Settings → Preferences → Privacy

2. Under Show my view history, select Don't record

Profile Discoverability

Control if others can find your profile using your email:

1. Go to Settings → Preferences → Privacy

2. Toggle Profile discoverability on/off

Delete Your Notion Account

If you no longer wish to use Notion, you can permanently delete your account, but make sure you understand the consequences first.

What Happens When You Delete Your Account

Deleting your Notion account is permanent and affects all associated content and workspaces.

Here’s what happens:

  • All private workspaces where you're the only member will be permanently deleted
  • Shared workspaces where you're the only admin will also be deleted for everyone
  • Deleted workspaces are inaccessible to all members, not just you
  • You'll be removed from any shared workspaces you were a part of
  • You’ll lose access to all your pages, even personal and private ones
  • A warning message will show which workspaces will be affected before you confirm

💡

Tip: Before deleting your account, export any important data you want to keep.

How to Delete Your Account

1. Go to Settings → [Your Name]

2. Scroll down and click Delete my account

3. A pop-up will display affected workspaces

4. To confirm, enter your account email

5. Click Permanently delete account and {#} workspaces

Notion AI

Notion AI is integrated into your workspace, helping you search, write, summarize, brainstorm, translate, and take action, all without switching apps.

It’s useful for managing projects, reviewing docs, or exploring ideas, as it works alongside your notes, databases, and collaborators to speed up your work.

Where to Find Notion AI

You can access Notion AI from multiple points across your workspace:

  • The Notion AI icon in the bottom corner of any page
  • The Notion AI chat from your sidebar

Inline, by:

  • Hitting space in a new block
  • Clicking ⋮⋮ on any block → Ask AI
  • Highlighting text and selecting Ask AI

Notion AI Shortcuts

Desktop shortcut: Shift + Cmd/Ctrl + J (customizable via Settings → Preferences)

iOS access:

  • Ask Siri to open Notion AI
  • Use Spotlight or the Shortcuts app
  • Add Notion AI to your home screen
  • On iPhone 15 Pro: assign to the Action Button

What Notion AI Can Do

Find Answers

Ask Notion AI questions and get responses based on:

  • World knowledge
  • Pages in your workspace (that you have access to)
  • Connected tools like Slack and Google Drive (via AI connectors beta)

Take Actions on Pages

Notion AI can suggest and run useful actions:

  • Extract action items
  • Summarize a meeting
  • Draft an agenda
  • Ask questions based on current page content

Analyze Uploaded Files & Images

Upload a PDF, PNG, or JPEG to your AI chat and ask questions like:

“What are the key action items from this document?”

  • Free Plan: PDFs/images under 5MB
  • Paid/AI plans: PDFs up to 20MB, images up to 5MB

📌

Note: Files/images must be uploaded directly into the chat — AI can't read media embedded in pages.

Create & Edit Content

Use Notion AI to:

  • Write outlines, drafts, summaries
  • Edit grammar, tone, length
  • Translate content
  • Build databases based on a prompt.

Autofill

Notion AI Autofill can:

  • Generate summaries
  • Translate content
  • Draft action items directly into database properties

Great for keeping project trackers or content databases automatically up to date.

Notion AI Pricing

  • Price: $10 per member/month (add-on to any plan)
  • Annual discount: 20% if billed yearly

How to add:

  • Go to Settings → Upgrade Plan / Explore Plans
  • Under Notion AI, click Add to plan

Notion Calendar

notion calendar

Notion Calendar (formerly Cron) offers an integrated calendar experience. You can connect multiple Google calendars, manage events alongside tasks, and view your schedule directly inside Notion.

Manage Your Calendars

You can connect multiple calendars to Notion Calendar. Connected accounts and their calendars are listed in the left sidebar of Notion Calendar. You can collapse accounts, reorder them, and reorder calendars within them.

Add a calendar

To add a calendar to Notion Calendar:

1. Go to SettingsCalendars.

2. Select Connect next to the type of calendar you want to add.

Remove a calendar

You can remove any calendar from Notion Calendar. To do this, go to SettingsCalendars. Next to the calendar you want to remove, select Disconnect.

Set a default calendar

Notion Calendar defaults to a calendar when you create new events.

To set a default calendar, go to SettingsCalendarsDefault calendar and pick the calendar you want to set as your default, this can be a Notion database.

Hide a calendar

If you want to hide a calendar, select 👁️ next to its name. This will take all events on that calendar away from view and the icon will have a strikethrough. To show a calendar, select 👁️ again.

Change a calendar's color or name

On desktop or web, select a calendar, then enter a new name or select a new color.

Downsides of Notion Calendar

Notion Calendar is enough for simple scheduling and staying within the Notion ecosystem, but lacks the intelligent planning, task-centric features, and deep work support that make Morgen a great daily execution tool alternative.

Area Notion Calendar Morgen Advantage
Task Management ❌ Lacks built-in task properties prioritization, energy tagging, or recurring task logic. ✅ Natively supports tasks with priorities, energy levels, deadlines, for sorting and auto-scheduling.
Smart Planning / AI ❌ No intelligent scheduling or daily planning suggestions. ✅ Offers AI-based daily plans with Frames, adapting to energy and focus levels.
Cross-tool Task Integration ❌ Limited task integrations beyond Notion/Google Calendar. ✅ Integrates with Todoist, Microsoft To Do, Google Tasks, Outlook, and more.
Time Blocking ❌ Manual time blocking only; no smart suggestions or batch planning, only a layer over your calendar, and not a time block directly in the calendar ✅ Built-in smart time blocking and drag-to-schedule interface optimized for deep work.
Multi-calendar Control ❌ iCloud and Google for now; lacks rich calendar account control (color-coding, settings). ✅ Robust multi-calendar support (Google, Outlook, CalDAV) with flexible controls.
Focus Mode ❌ Lacks a focused execution view or dedicated task + calendar overlay. ✅ Combines tasks + calendar in a minimalist focus view ideal for execution.
Desktop Experience ❌ Clean but limited, designed as a minimalist calendar. ✅ Fully-featured desktop app purpose-built for planning and execution workflows.

Manage your events

Create events

To create an event in Notion Calendar, select a time slot in your calendar, then enter details for your event. If you want to create a focus, out of office, or birthday event, open the dropdown next to Event and choose your desired event type. To add participants and rooms, select Participants and Rooms and click on the relevant people and rooms. Once you’re done, select Send invite to notify invitees.

If you’re on mobile, select + at the bottom right of the app, then enter details for your event. To finish, select Done, or Send invite if you’ve added other participants.

Create multiple-day events with start and end times

To create multiple-day events with time details, select a time slot in your calendar, then drag it across the days the event will span. Once the event is created, you can enter start and end times for it.

💡

Tip: You can use headers, hyperlinks, numbered and bulleted lists, and more in your event description.

Change your status and event privacy

1. Select an event.

2. In the right context panel, show your status as Busy or Free.

3. You can also make your event’s details visible to others by making them Public, or only to yourself and other participants by making them Private.

Change your event type

In Notion Calendar, there are different kinds of events: Event, Focus time, Out of office, and Birthday.

When you’re creating a new event and that event’s name contains the word "birthday", Notion Calendar will automatically make that event a Birthday event. The event will become an all-day event that repeats every year.

Email participants

Select an event, then select ••• at the top right of the right context panel → Email participants. This will open a mailto: link.

On Mac, this defaults to the Mail app. To change this:

  • Open the Mail app.
  • Go to Settings....
  • Open the dropdown next to Default email reader and select your preferred email.

Move an event to a different calendar

Because Notion Calendar brings all of your commitments together in one place, it’s easy to move an event from one calendar to another. To do this:

  • Select an event.
  • In the right context panel, click on the name of the current calendar
  • In the dropdown, select a new calendar for the event.

Bulk edit events

You can take action on multiple events at a time. These include changing their color or blocking them on another calendar. To do this:

  • Hold shift while using Notion Calendar on desktop or web, then select multiple events.
  • Right-click, then select the action you want to take.

You can also shift multiple events over on your calendar. To do this:

  • Hold shift while using Notion Calendar on desktop or web, then select multiple events.
  • Drag the events to their desired time slots. They’ll all move together.

Delete an event

There are a few ways to delete an event in Notion Calendar:

  • Right-click the event and select Delete.
  • Select an event and press delete on your keyboard.
  • On mobile, tap an event, then select ••Delete event.

If you delete an event as a participant, you have the option to leave an RSVP note.

Notion Sites

With Notion Sites, you can transform any Notion page into a shareable, customizable website. Whether you’re building a portfolio, documentation hub, or company wiki, you can publish pages with just a few clicks. Paid plans include customization options and analytics.

What You Can Customize (Paid Plans Only)

Users on a Plus, Business, or Enterprise plan can:

  • Add a custom favicon (site browser icon)
  • Set a page theme (Light, Dark, or System)
  • Modify the navigation bar and header
  • Create a custom share preview for social links
  • Integrate with Google Analytics
  • Hide the Notion watermark (with a custom domain)

For a custom domain you’ll need the Notion custom domain add-on.

Customize Share Previews

Control how your site appears in link previews (e.g., on social media):

1. Open the published Notion page → click SharePublish

2. Click Site customization

3. Under Share preview, hover over the preview and select Upload image

4. Click Publish changes to update

Set a Site Theme

Match your site’s theme with your content or brand:

1. Go to Share → Publish → Site customization

2.Under Theme, select:

  • System (match user’s OS)
  • Light
  • Dark

4. Click Publish changes

Customize Your Favicon

To update the small icon that appears in browser tabs:

1. Share → Publish → Site customization

2. Under Favicon, choose:

  • Page icon (your existing Notion icon), or
  • Upload image (custom .png or .ico file)

3. Click Publish changes

Customize Your Site Header

Your site header appears at the top of every page and helps with navigation and branding.

To customize:

1. Share → Publish → Site customization → Header

Here, you can:

Toggle on/off:

  • Breadcrumbs (shows the page hierarchy)
  • Search (adds a search bar for visitors)
  • Duplicate as template (lets others copy your site as a Notion page)
  • Notion watermark (removable only with custom domain)

Add Navigation Links:

  • Under Navigation, click Add page to link other pages in your workspace

2. Click Publish changes

Connect Google Analytics

Track visitor behavior and site performance with Notion’s built-in Google Analytics integration.

Steps:

1. Share → Publish → Site customization

2. Click Google Analytics

3. Paste your Measurement ID

4. Click Publish changes

Free Plan Users vs Paid Plan Users

Feature Free Plan Paid Plans
Publish pages as sites
Set favicon
Change share preview
Customize navigation bar
Google Analytics integration
Use custom domains ✅ (Add-on)
Hide Notion watermark ✅ (w/ domain)

Marketplace

The Notion Marketplace is your trusted destination for free and paid templates made by verified creators. These templates range from content calendars to productivity, project planning, communities, and personal finance. All purchases are refundable.

Find Templates

Access the Marketplace from your Notion sidebar:

Go to → Templates

Explore templates by:

  • Category: Work, Life, or School
  • Search: Use the top search bar to find something specific
  • Curation: Browse by most used, trending, or new additions

Each listing displays:

  • Template cost (Free or $)
  • Creator name
  • Description & use case
  • Notion features used (e.g., buttons, databases)
  • Number of times added
  • Date of last update
  • Ratings & reviews

Add a Template

Free templates

Click Add to instantly duplicate the template to your workspace.

🎁 Freebie: Grab your our Notion time blocking template to map out your tasks and projects, and capture all the information you need for high impact time blocking.

morgen notion template

Paid templates

Click Buy for ${price} and follow these steps:

1. Select where to duplicate the template (Private or Teamspace)

2. Enter payment info (USD only, credit cards only)

3. Optionally apply a coupon

4. Accept Notion’s terms & 14-day refund policy

5. Grant email access if requested by creator (optional)

6. Click Buy

Manage Your Templates

To view templates you've added or purchased:

1. Open Templates from your sidebar

2. Click Added at the top

You’ll see:

  • A full list of added templates
  • Who added each one
  • Price paid (if applicable)
  • Purchase date

Review or Contact a Creator

Leave a review:

  • Click •• next to a template in the Added list
  • Select Leave a review
  • Follow the prompt (must be respectful and relevant)

Contact the creator:

  • Click ••Contact creator

Wrapping up

By now you’ve mastered the basics like pages, blocks, and templates, and gradually explored databases, automations, and integrations. The key is to start simple, build intentionally, and evolve your workspace as your workflow becomes more sophisticated.

Recommended setup:

  • Slack for turning messages into Notion tasks.
  • Morgen for unifying calendars, daily planning, and AI time blocking based on your capacity, priorities, due dates,  and energy levels.
  • Zapier for integrating external tools.
  • Miro for visualizing ideas.
  • Github for linking pull requests, and databases to Notion.

You have the foundation and it's time to start building. The best system is the one that supports your thinking, not one that slows you down.