Complete Notion Task Manager Build 2: Your Weekly Planner Dashboard!

[@BetterCreating]

Hi pals, This week we build a Notion Weekly Planner dashboard & a global menu! What do you think of the build?🔔For the next parts make sure you sign up to my Notion From Scratch Training email list HERE ➜ www.bettercreating.com/notion-from-scratch for more. Or, Go back and see the rest of this series HERE: kzbin.info/aero/PLYV9oYJ_9ey7H6mM-8WYnat44IbO_OsOk

[@Ranaunity]

this series has been incredible

[@DaraRosove]

Hi! For whatever reason when I try adding in the formula for Do Date This Week? it doesn't accept it and populates a checkbox. Not sure what I might be doing wrong? Thanks!

[@leticiabrito6620]

Man, this is amazing!!! I have already followed all the tutorials and am so excited! I can't wait for the next video!!!

[@shanemckoy6123]

You're a legend. Thank you so much for this series!

[@BetterCreating]

My pleasure!

[@denny.4K]

And let's dive in a little deeper! Thanks man

[@loadedsun6940]

Explained SO clearly. Love the switching between detailed database property creation and aesthetic future case usage on the dashboard! Really easy to follow and customise for my own reporting needs in my 12 week year system. Also appreciate links to GTD and other productivity systems. Really useful to see how Notion can be effectively used to incorporate them into daily life. Thank you. Great seeing how the channel has evolved and all so polished. Might be my favourite now. If I had a request, it would be a video on top 10 formulae to use. 🙋🏾‍♀️

[@BetterCreating]

Nice idea on the formula video! And thanks for the fab feedback! Great to read :)

[@thinktilde]

Thank you a lot! I f built my system based on your videos and this is so cool that you are showing different options how to set everything up, so we can choose that one that fits best. I'm really excited for the next videos about progress bars! It's a great part of gamification, hope you'll show us more tips soon!

[@joshuarivero8014]

This is absolutely amazing. I got into Notion for D&D DMing and now here I am setting up an entire life planner! I am absolutely loving this! Do you by chance have a “build with me” template for your Journaling? I know you have the walkthrough from a couple years afo, but would LOVE to integrate a journal prompt into the menu and track it digitally! Thanks for everything you do! I’ve already learned so much :).

[@frankwijmans8286]

Excellent series so far, Simon! Can't wait for you to release part 3 and 4 as those subtasks and recurring tasks are just what I need! Already signed up to your newsletter, hoping for good news :)

[@BetterCreating]

That's the plan! working on it at the moment - I basically made them, then a load of new features were released and I haven't had time to redo since. They will come amongst the 2023 life OS template no-coding at some point! :) Thanks for watching.

[@hiltonboys]

Hey Simon, these are by far the best tutorials I have come across. When do you think Videos 3 & 4 will be ready - no pressure 😁

[@BetterCreating]

Ah so great to read thanks. Yes! I decided to delay them as Notion released new features as I was making them (eg. Recurring templates) and so I’m redoing them to be more uptodate. ASAP I promise :)

[@juanarias2787]

Thank you so much for such amazing tutorials!

[@BetterCreating]

Glad you like them!

[@marieroussel]

Hello, thanks for the videos in this playlist. I wonder though, with notion calendar now released, are these weekly views for the task still usefull? wouldn't it be easier to use notion calendar instead?

[@RagingEarthSWERVE]

Hi Simon, do you have an idea of when the next video series will be coming out?

[@sajids7146]

HI Simon, really really appreciate for the series you have made. I am following this series and it is very easy to understand and follow through. I have been learning a lot from these videos and I can't wait for the new ones to come out. Where did you go to learn Notion and learn all the formulas and template set up? I am curious to know as I am looking to sharpen my knowledge on Notion and up my skill to a higher level.

[@BetterCreating]

Ah thank you! Great to have you wanting. I’m basically self taught over lock down - reading their pages and watching the odd video with a lot of trial, error and Reddit ! Cheers.

[@oliviajoyryan_]

one thing that i was thinking about when creating this build is about the this week view with both analog and date views. I just don't really understand why we need both. Why can't we just have the date view? they look the same on the board view anyways. it would be great for you to explain. Loving the series so far!

[@BetterCreating]

Yeah - you don’t really need both: it’s so that people can choose. Some people prefer to keep things simple and not assign dates. So I thought I’d include both in the template for people if they want either. You can see the analog version demonstrated in this original video: kzbin.info/www/bejne/emnPhWltatqbn7M or my recent tour of the new larger simplified Notion template here: kzbin.info/www/bejne/i4nalKicppyZm5I. The date based version is what I use. Thanks for watching! :)

[@oliviajoyryan_]

@@BetterCreating oh ok i get it now. thanks for explaining! I think i'll use the date based version as well

[@ivethordonez349]

Hi Simon, thanks for shearing all the process. I am loving doin it. Just I keep having an error on the formula of This Week, I do what yo suggest in the video, but didn't work : ( Could you help me, please?

[@carahulkohli]

Hi Simon....i am new to Notion and watched lot of your past videos. Want to get started with "a complete notion" template. Recently you updated the simplified version template and i read in comments of that video that you will be updating the productive notion and complete notion templates soon. So my query is - should i wait for the new notion template to be released (complete version) and also, i want to start planing for 2023 rather setting any goal for 2022. So do you create a new dashboard each year and if yes, how do you roll forward the projects, tasks and habits to set the templates for the new year. Pardon if my questions sounds strange as i am just getting started with notion. Thanks.

[@BetterCreating]

Have replied to your other posting of this comment. :) just creating a new year tag and then linking to all the existing projects or new projects in the projects database will do it. Easy. Then you have a history of goals too and they can be kept in the archive.

[@transcendbeats]

Great series! I have an online business where I manage specific tasks for projects each month and assign them to various team members. Is there an easy way I can do this so that everything is linked. I.e. so I can see in the to do lists who the task is assigned to, status, deadline etc. and also see the same in my individual projects each month? Thanks for these videos, been a game changer!

[@BetterCreating]

Yes - this is essentially what I’m doing in this build. You just need to add an assignee column using a ‘people’ column and create filtered linked databases of the task list in the project page template - this results in a filtered view of all tasks for the project they are related to: watch this for a demo: kzbin.info/www/bejne/fZ3Fo4Cwh9Ggjas … it’s also in my Life OS template and I’m improving it further for the 2023 version release. :)

[@transcendbeats]

@@BetterCreating Great, thank you for taking the time to reply!

[@KerriAnnsKravings]

Hey Simon, your series on Notion has been incredibly helpful in improving my productivity. Thank you! I have a question regarding the weekly projects for review. I recently completed a few overdue projects and checked off the 'done' box, but they still show up in the 'review' view. Is there a filter or setting I'm missing to remove them from the 'review' view? Any suggestions on how to better organize completed projects for weekly reviews? Thanks!

[@BetterCreating]

Thank you ! Yes, absolutely - they turn up based on having a frequency and due date - so you would just need to delete those entries in the main project database for the project. OR simply add an ‘and’ filter to the weekly review feature where project is not ‘complete / archived’ depending on your check boxes and columns - well that’s in my system anyways. Hope that helps. S

[@KerriAnnsKravings]

@@BetterCreating Thank you so much! This is helpful! x

[@1db___]

Hi Simon, thx a lot for this smart system ! I might have done something wrong, but in the "This Week by Date" view, I am not able to see the cards for each tasks displayed under each day of the week. It's saying that their is "1" card next to each day of the week but nothing appears under. I am just able to create new page. I tried to redo it step by step, but it seems that it just don't want to appear. If you have any advice or tip i'll be grateful ! Thanks again for everything !

[@BetterCreating]

Honestly - now we have a weekly calendar view created by Notion (released in last few weeks) I would adjust to use that. Much better.

[@kst7347]

Just found your channel. Would be great to see a video on how you use iPad Pro and garage band to do your audio / voice over for your videos. 👌🙂

[@darren274]

Hi Simon, loving creating this Notion dashboard... is it possible, however, to add Areas? ie. In Things 3 I have Areas like Clients, Health, Home etc, and Projects assigned to those Areas. So, I would have a "Waiting For: Update re Next Steps" task, connected to a "Client/Customer", which in turn is connected to my "Clients" Area. At the moment, without an area, all my projects, related to Health, Clients, Home, Kids, etc etc, are all just listed together and it's very messy. Hope that makes sense... 🙂

[@BetterCreating]

Hi ! Yes indeed - it’s something I want to add into the new Life OS templates - perhaps it can be a future video on the series too. :)

[@imtiahmed2001]

@BetterCreating : Okay I pretty much understood everything. I just got one tiny doubt!!! The column "Add to this week" where you have each day of the week is only meant to assign a task to that day right? and also to create proper group for each day in the gallery/timeline view right???? Whats the difference between this and the other column where we are fetching the day of the "Do date" again using the formula?

[@imtiahmed2001]

Got it no worries! Missed the initial part of the video. The difference is "Analog" and "Non-Analog"

[@watchlearn1167]

formatDate(prop("Do Date"), "W") == formatDate(now(), "W") ? "This Week" : "Not This Week"

[@safi9048]

Thankyou!

[@whycandi456]

HI @bettercoaching, Simon, this is a great video - but when I put the formula in for the day of the week, it comes back with a number - but I've copied and pasted your formula - what am I missing? Thanks!

[@BetterCreating]

Hi - thanks! You know what - I would actually suggest using a different method now - since Notion recently released a weekly view for calandar! I’d suggest creating a calendar view by do date, and select week as the view: you can then adjust properties you want to see and this will also allow you to drag and drop tasks across the week too - Much better! Hope that helps! :)

[@whycandi456]

@@BetterCreating Thanks so much! Really love your videos, I've learnt so much very quickly, thank you!

[@Ranaunity]

when would you use the analog view of tasks.. how can you see whats in that view and than the view by do date? wont it than create two separate lists you now need to check?

[@BetterCreating]

I’ve built this to give people the option - I would choose to use one or the other personally. But they are all in the same database - so could also create filtered views to see everything

[@ravivijay4914]

Any ETA on 3rd and 4th videos? I can’t wait to learn from that 😊

[@BetterCreating]

Thanks! I know! I have a lot of deadlines at the moment into end of March. I’m trying to film them once I’ve finalised the features in my 2023 life OS template so that everything is consistent for the rest of the year. :)

[@saskianieuwland5965]

How and where would you do like brush your teeth do yoga etc ? Would you put in all those in like tasks ?

[@BetterCreating]

I just brush my teeth! Yoga - I would put in the habit tracker as I want to build consistency in it. If it’s not about consistency - I would put it in tasks. :)

[@boy_peeps]

Really hoping 3 & 4 come out soon. Understandably they're delayed due to Notion updates; I'm just antsy. 😄

[@BetterCreating]

Haha - yeah sorry Grant - but knowing that release of subtasks and recurring tasks were coming I just had to hold off: starting on the changes to templates this week and videos in the new year asap. :)

[@graciastephan]

@@BetterCreating Hello! I just signed in to your mailing list. How can I access videos number 3 & 4 please? Are they out yet? Thanks!

[@BetterCreating]

@@graciastephan Hi - I've been refilming them due to all the updates from Notion - will be out on YT next week! :)

[@DaraRosove]

Hello! Is there a way to automatically update the analog dropdown according to the date? So I don't have to manually update it? Thanks

[@BetterCreating]

Not sure what you mean here - can you clarify what you mean by analog drop-down?

[@DaraRosove]

@@BetterCreating sorry! So in your first example of the Tasks board view that uses the dropdown property for each day of the week ("This Week (Analog)"), I like that I could set different colours for each option (ie. Mondays are grey, Tuesdays are blue, etc.) so that when I use the board view, it's colour coded (and cute). But I only want to use this method if I can assign the day of the week automatically... rather than having to manually select Monday, Tuesday, Wednesday, etc. You know what I mean? In the meantime, I'm using your second method (which is great as well), but no colour option!

[@theselfmadecrafter]

Do you have a formula for "this month"? As apposed to week?

[@BetterCreating]

I would think it is the same process / principle but use ‘M’ : not tried it yet! :)

[@Jamesville]

Where do I find the final two videos that I need to download in order to complete everything?

[@BetterCreating]

Hi James - I halted recording on them as just as I finished - Notion released sun tasks and recurring database items ! So - I’m about to refilm them next month and will be available then. Sorry for that - but tbh - they would have been silly to publish now we have infinitely better options! So coming soon! Thanks. That said - I have other videos on both subtasks and Recurring database items you might like to check out in the meantime: Notion Sub-Tasks & Dependent Tasks! To-Do List Setup Tutorial 2023 kzbin.info/www/bejne/gaW6daOqpMSpirs and Recurring tasks: kzbin.info/www/bejne/mXy1k5d5iNR8bZY

[@Jamesville]

@@BetterCreating awesome thanks for the explanation and thank you very much for providing the links to the relevant alternative videos!

[@kellysharpe2122]

I understand how to add emojis into the headers (not the part where you click icon - the part where you have to do /emoji or the hot key). What I can't find is how to add an ICON. The emojis aren't pretty.

[@BetterCreating]

Icons can’t be put into text boxes currently. I asked for it from Notion for Xmas thou! 😂

[@SuperKevinFS]

is it possible to purchase this full set up completed

[@BetterCreating]

Hi! Yes indeed: go to bettercreating.com/downloads and click on the Simplified Notion template! :)

[@SuperKevinFS]

@@BetterCreating thanks

[@favask866]

When will episode 3 and 4 be released?

[@BetterCreating]

Once I’ve got the new approach right (using the new Notion features) in the life OS template - I’ll refilm them! Thanks for waiting A lots to do! :)

[@favask866]

@@BetterCreating Thank you. Eagerly waiting.

[@Smaffs59]

Is there a way to print off your weekly plan?

[@BetterCreating]

I think with Notion you would either need to screenshot the list or try their export functions. If you are looking to print something off regularly Notion may not be the obvious choice thou.

[@eugenekimphotography]

I am sorry but I am so lost where to find video 3 & 4 Anyone who could help, I would much appreciate it. Cheers for amazing guidance Simon

[@BetterCreating]

Hi pal - I filmed them - and then learnt of a load of new Notion updates - so they have been delayed until I’ve created recurring tasks and subtasks using the new features. :) they will be out soon - I need to test my solutions in the new Life OS template development and then refilm. So you haven’t missed anything! :) thanks.

[@eugenekimphotography]

@@BetterCreating Oh got you, thanks for getting back to me. I was getting little confused. I've got to use those features myself and from other KZbinrs, but I love how you dive deep in to how to set things up. Thank you so much, I am looking forward to purchasing them and giving a real try. Cheers.

[@alanhill6852]

I love your videos. Just wish you would back off the coffee before doing them. So fast all over the place. So much great content but man, so much so fast I'm constantly hitting rewind. I might just start watching them at 50% speed.

[@BetterCreating]

Thanks for the feedback - I think perhaps the combination of a tighter edit / cuts and trying to make these more complex builds work for KZbin can make then a little fast - I recommend with these watching a bit, pausing and then doing it. I’m look to keep things at a better pace in future - but also will share the standard speed / uncut build videos as downloads for this series via Gumroad.

[@denny.4K]

same for me here 😃 it was too fast for me to follow. needed to watch many sections double

[@BetterCreating]

@@denny.4K Yes, given the KZbin format - i figure it is better to watch a section and then pause the video and build from there. I will make fuller / longer versions available for download - thanks for the feedback :)

[@maureennyambura5543]

Me too. It's best to watch at 0.5 otherwise you will be lost . Great videos though

[@loadedsun6940]

Used to think so but last video was perfect! Only video I watch at 1x speed. 😂

[@carahulkohli]

Hi Simon....i am new to Notion and watched lot of your past videos. Want to get started with "a complete notion" template. Recently you updated the simplified version template and i read in comments of that video that you will be updating the productive notion and complete notion templates soon. So my query is - should i wait for the new notion template to be released (complete version) and also, i want to start planing for 2023 rather setting any goal for 2022. So do you create a new dashboard each year and if yes, how do you roll forward the projects, tasks and habits to set the templates for the new year. Pardon if my questions sounds strange as i am just getting started with notion. Thanks.

[@BetterCreating]

Hi Rahul, thanks for the message! First with the goals database - it’s very simple: all projects just carry on and you simply link them to the new goals for the new year. Easy. Regarding the template: the complete and productive templates are pretty much the same on function: but I will be updating them for better aesthetics and a few improved reporting views. I will be for January I would think - so up to you. You will be able to access the new version I would think if you download then - but probably wouldn’t want to swap to it as you will already be using the existing one. Better to simply make the updates yourself to the one you download. Hope that helps! :) Thanks Simkn