Tracking Goals + Practices with Notion 2021

Yep, it's that time of year...
Inspired by a Tweet by Barrett Brookes (COO of Convertkit), I wanted to share how I think about Goals + Practices (influenced by James Clear among others), and how i approach tracking these inside my Notion workspace.
This is a much more simplified version than I use in my workspace, but the idea is to get you focused on taking action, and not procrasti-building with your Notion workspace!
You might also pick up a few more tips around rollups and formatting properties :)
Chapters
0:00 Intro
0:35 the tweet that inspired this video
1:14 The Goals page in Notion
4:32 Relating the practices to the Identity goals
6:23 Setting up more helpful views in your database
10:20 Adjust page properties to make it easier to view
12:52 Levelling up by connecting to your daily journal
15:09 Adding journal rollups
Grab the free template that goes along with this video here:
tinyurl.com/goalspractices
Mentioned:
Barret Brooks Tweet:
/ 1346265321401798658
James Clear, Atomic Habits book
jamesclear.com/atomic-habits
Not mentioned but my Notionware mug makes an appearance:
notionware.shop/
⚡️Go deeper with my online course, Notion Mastery:
notionmastery.com/program/
💰Join Notion Mastery's affiliate program and earn 20% commission on every sale:
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⚡️Check out my Notion templates:
notionmastery.com/templates
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[@pixelflex]

Rewatching in 2024 🎉 Daily tracking my goals with this!

[@etgdesignstudio]

Hi Marie! I've been slowly making a mashup of this template (Goals + Practices) and the Plan Your Year (PYY) template that I purchased (I kept pure "template versions" so if I make a mistake, I can problem solve or get back to the original with some ease). I'm playing with incorporating "Practices" into the PYY Goals. My current roadblock is deciding if the Practice progress will just automatically update in Goals (so only one potential manual entry) and how exactly to do that. It's been a fun puzzle! (I think the answer will reveal itself with use and practice - no pun intended 😆) Thank you for the resources you share and sell. My doctor and I appreciate how much better I am now at tracking my chronic illness condition and my business & productivity are beginning to show signs of improvement since shifting my mindset and tools with your tutorials and templates. Thank you, again!

[@BarrettABrooks]

Great video, Marie! It was fun to watch my analogue version turned into a Notion version. I'm going to implement this myself and update it weekly so I have a running tally of my paper journal throughout the year.

[@gatheringofthetribe8520]

This was amazing! Exactly what I needed :D

[@Maneetpaul]

Learned so many little things like wrapping cells and using cover photos as the gallery view photos. Thank you for walking through each step!

[@CristianoCritico]

Thanks so much! This simple straight forward way is exactly way I needed.

[@sarahmaryja9762]

Loving this!! I am exactly at that point in my notion journey where I have all the basics down and this is so interesting and helpful to advance in my use, really the kind of stuff I don't do yet but now can see myself using.

[@erikaso_]

Just what I needed this year as I build off of your annual planning video during office hours. Loving the new angle, Marie!! ✨

[@zara_went_aesthetic1612]

so amazing that all of us organisation-obsessed people are at the same place lol

[@BetterCreating]

Ha! Love this - I’ve working on creating a very similar tracker to this at the moment for this year’s updated Notion template. Great vid. Hello from London.😊🔥

[@adhistie1694]

I've been following your work for more than a year, getting better and better on how you are able to transform other people method to a Notion practice, mind blowing. sky has no limits. need more content like this. thanks Marie, the Notion whisperer lol

[@sabaanjum07]

I loved all the content you post

[@CatMulvihill]

Definitely taking away some tricks I did not know before this video! Thanks 😊

[@Jelkeludo]

Just what I was looking for today! Thanks

[@jeriineniicole]

I've been looking for a way to track and document my daily habits towards my goals in a straightforward manner. Thanks for sharing this video as always!

[@mariefranceartdesign]

This is super helpful! As I begin to move back into Notion from my bullet journal to track my goals, I will definitely be implementing these ideas. Thank you for sharing! I really enjoy your videos.

[@taylorb4917]

This is fantastic, thanks Marie :)

[@blissful.shey10]

This is what I am searching for, for long time.. Thank you so much 🙏

[@kishly]

Ahhh! Been trying to find a way to do this. Glad I stumbled upon this gem. Thank you so much, Marie!

[@CarolinaBautistaR]

This is awesome 🤩

[@daniel1130]

This one video is really good ! Congratulations ! I'm setting up my Notion Workspace that i discovered 2 months ago, for engineering & life, I'm trying your "Goal database" (with GTD and others R&D projects managment methodologies). This APP is awesome ! thanks. this is gonna help.

[@Harilaos1022]

I love you Marie. Your videos are so great and helpful!

[@danielbaker212]

Brilliant. Great video! Thanks

[@kevenreis224]

Great work!

[@marieb4945]

All your videos are amazing, you are so inspiring ! Thank you so much ! It would be great If you make a video on all your database templates or your favorites. Thank you very much for what you do and sorry for my English I'm French.

[@TheAzoozhashim]

Thanks for the video, I recommend to always make a quick 2 minutes summary at the end of beginning of the video. Also, mention pervious video that are relevant to for example, I need to make a daily journey to link it with the goals.

[@shonna_77]

just getting started watching this (just what I need right now, btw) and just want to say the lighting in this video is hot!!

[@MariePoulin]

haha, Thank you! its cozy winter vibes ;)

[@sfield541]

Thank you Marie!!

[@kursadkulturp.h.d.9078]

Hi Marie first of all thank you for your intimately videos on notion. I have searched a lot of learning videos but yours is the best...

[@MariePoulin]

SO glad you're enjoying them!! What do you want to see next? :D

[@kursadkulturp.h.d.9078]

@@MariePoulin Marie sorry for late answer ... I have been watching your videos :) . So glad for your answer and question. I would like to see student | academic ... dashboards or advices the videos links you captured before.. about study. Because i am a PhD student...And I adviced Notion and your videos to my proffesor. He is searching now :)

[@Neo-ui8we]

I have been using the yearly planning templates that you have shared last time around. Just wanted to check how to integrate the goals and practices provided now into the planning templates shared earlier . Very much interested in integrating the goals and practices into the weekly view of my planning templates as I feel it will be more effective in monthly, quartely and yearly reviews. Thanks for sharing!

[@yogietech2571]

thankyou u doing great, i love it

[@jessestevenson11]

Thanks Marie. Your videos are so good. I have a question about how to update the progress formulas it combines the current count and the rollup count from journal. Ill ask it in Notion Mastery though

[@nayeemakhtar1]

thank you !

[@JustLovely821]

could you do another video of your updated 'planner' in notion? similar to what you went through in the "plan your year" video but with updates that you surely have and what's changed? :D

[@MariePoulin]

You should check out blockbyblock.notion.com/ - i'll be showcasing some of my setup! But yes i'll also do a more in depth updated YT video :)

[@maggiefaithfull]

Another amazing video from you. I really love your approach to Notion and your videos and Office Hours have taught me so much. When is Office Hours returning? Can't wait for the next one.

[@MariePoulin]

We're just in discussions now to decide, but i'm so happy to hear they've been helpful!! :D

[@maggiefaithfull]

@@MariePoulin Thank you Marie! You've really been the driving force for me to get into Notion and I'm absolutely obsessed. I'm hoping to contribute something to the community soon in terms of templates. Anyway, thank you again and have a lovely day. :)

[@coffeeorrum]

You are truly a gem in the constant internet noise. BEYOND appreciated!

[@kuntalgo]

This tutorial is so very helpful. Thak you Marie. Instead of the Current property being a number, can I make it a rollup from a habit tracker where clicking on the checkbox every day will add them and update the current property?

[@futurehofer1564]

I just realised that I have been using 1% of notion's true power lol

[@mitramoin9734]

Hi!! Do you have a video/demo of how you use your Journal? I'd like to connect a daily journal but not quite sure where to start on the daily journal build out. Thank you!

[@graymiller6672]

this helped a LOT with some of my current frustrations with my personal journal - thanks much! I’ll just say, as a U.S. citizen, though...wish it hadn’t been modeled after January 5th :-/ Thanks much!

[@MariePoulin]

Believe it not, I had recorded it the day before :( ugh

[@user-mp8vy2pb4x]

Fantastic Video, Marie~ could you explain about "formula", Please?

[@pranjalshah9225]

I was looking for a good habit tracking system and this is really great!

[@rzwnhmd]

you just turn a plane canvas into magic

[@Isabella-de7kv]

Hi everyone, I have a quick notion question that I hope someone can help me with. I have this workshop/training tracker that I use to make notes on all of the trainings I get to attend. I have a little template that I use to add new agenda points, e.g. I will click on the button 'add a new agenda point' and then make notes on that point in the template. Unfortunately, the blocks always appear on top of each other, so that I have the order of "agenda point 3, agenda point 2, agenda point 1" instead of "1, 2, 3". Does anyone know how I can change this, so that the new block appears underneath the already existing one after clicking the template button? Hope this makes sense, sorry, I'm not a native speaker.. Thank you :)

[@paapaan]

Hey, thank you so much for this useful video! I just didn't get the formula code of the progress column. How should I find the code?

[@paapaan]

I am a newbie on Notion, sorry!

[@Podcasthero]

Great video! I've been tracking habits in Notion since October and like to see the chain of tick marks to show consistency. But I haven't set up a progress bar. What formula did you use to make the progress bar? Thanks.

[@MariePoulin]

it's in the template in the description :)

[@Podcasthero]

@@MariePoulin 🙏

[@red0dawn]

How might I set up a weekly, and monthly review. Can I somehow filter or sort by date? ie work out 3x times a week - 150x a year. Can I filter it down to only this week to see this week's progress? Thanks!

[@raedifadil6783]

Hi Marie thanks for the video! Btw i tried to get your template from the link in description, but i cannot download the template. Could you recheck the template? Thanks!

[@ezeacross]

You mentioned the formula you used would be listed below... Did I hear that wrong?

[@sullivanare]

Hello! :) is the formula in the template? I feel so lost rn.

[@GoonerBuller]

Hi Marie. Is it possible to achieve a similar result by separating practices into different fields in the daily journal? For example, only exercise properties in a dedicated exercise field. Thanks.

[@MariePoulin]

You can create multiple relations to the same database, yes!

[@hannorodger8072]

Can you make a video about how you use sprints in your planning? I saw recently you added them in your planning routine, but you didn't speak about it in your year planning session.

[@MariePoulin]

Sprint planning and project planning are done on a quarterly level as part of my 12 week year planning process. Can certainly go into more detail in a future video...

[@IvannaVlasyuk]

I'm wondering what is the main difference in Practices and Milestones? basically they both related to Goals completion and both have actions to do. could they be replaced with one another or not, how do you think? it's little bit too complicated with all this stuff - Goals, Milestones, Projects, Vision, Commitments, Values and now Practices🤯 or maybe, Practices are similar to Commitments? just trying to make everything clear:) thank you!

[@MariePoulin]

Milestones are a 1-time event/metric that you hit, practices are activities you do in a regular fashion in support of a Goal. I include both milestones and practices in the same database and just have a dropdown called "type", with options for "practice" and "milestone". You could separate these out if that's more helpful for you. Values don't change, they are enduring. Wherever you find it getting too complicated, just simplify - that's why in this video I distilled it down to the most important components: Goal (what you want) and Practices (how you're going to get there with regular actions). Milestones are the "when"/signs you're making progress... but that's getting more into project management, a separate topic altogether :)

[@IvannaVlasyuk]

@@MariePoulin thank you! little more clear now in my head))

[@CwicShow]

You need to slow down on your mouse actions. I have no idea how your get 'properties' from a Column in the table nor do I know how you got 'Inline Gallery' window to show. Thanks.

[@britneyle9569]

The link for the notion template it not available. I am unable to click anything. I would like to use your template!

[@MariePoulin]

Yeah the convertkit links are broken :( use this in the meantime! mariepoulin.gumroad.com/l/goals-practices

[@anasanas6843]

ياريت لو اترجمي الفيديو بالعربي عشان انا حاب استفيد من معلومات

[@taygonzalez1963]

Hi where can I find that formula you where talking about :)?

[@MariePoulin]

There's a link to the template in the video description :)

[@labulabuland]

rollup 9:31 "rollup allow you to lookup any of relations properties and pull in any of the properties that exist on practices".

[@OliverWallaceStories]

Hi Marie - I wonder if you have any insight into this - I'm having horrible sync issues between the app and the browser version! I started journaling on Notion after watching your excellent vids and my last 4 days of mobile activity dont appear on the browser version! HELP please!

[@OliverWallaceStories]

Ah I actually just fiured it out that I had my "sort" set weirdly phew!

[@MariePoulin]

@@OliverWallaceStories Phew!! haha

[@naveen12]

Am wondering how do these people learn to use Notion so well, I feel its not natural.

[@labulabuland]

✅w