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Watch Part 3 here: https://blog.pragmaflow.com/posts/notion-series-tasks

Transcript

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Now let's talk about notes and resources. Okay. Resources in the way that I define them. And I know this is different from Togo's definition a little bit, at least I'm slightly outta touch with the latest terming and so on. But resources I look at as things that like I've used, they're somewhat refined.

They're helpful. They're not so much raw notes. There are documents that I've created notes that I've at least progressively summarized or turned into something fairly coherent. And because I want a way to make quick notes, right? Because fundamentally as a business, one of the biggest issues we get into is people don't write things down, cuz like, how do I do it quickly?

Where do I put it all that we, and we suffer from that. All the.  so how did we solve it now? Because para projects, areas, resources, archive doesn't quite fit into what I'm doing. I do this extra thing utilities. Now this wouldn't be necessary, cuz technically notes are a resource, but because of what I showed you, where I like being able to mouse over things and click.

And then just add a new page. I'm not using any kind of sub folders or sub yeah. Things like that. So here's how it works. We do utilities and this will be an empty page with an icon. So not a database and we can call it whatever we put, whatever logo. So I like to use tools.  now inside of this folder, I know I said I wasn't doing sub things, so I'll just show you, give me one second to reconcile that we're going to make a new page.

You can use the plus sign to create a new page and we're gonna call it notes. So we'll do a new notes. Subpage we will absolutely give it an icon.  if you haven't caught onto that by now. And notes has a really.  one that I like to use. Okay. So now we're gonna turn this into a database and there's a lot of ways we can do it.

Timeline is cool, but I'm gonna show you that after. So what I've found is that list is the most useful for this. So we're gonna do a new database again. It's gonna be called notes. We're gonna delete list stuff that's in there because we don't need three blank notes. All righty. Now let's take a look at note properties.

What do we have?  okay. So we don't have a whole lot yet. So tags here, we actually can use tags. I'm just gonna delete this and come to it later when we do it properly. So we have the created date we can have created by which I also like to have and then especially for notes. And then some other things that are useful of course, are relationships.

We want to connect notes to projects. We can do that two way. That way we can create a note from the project. And we want to connect notes to areas. Oops. Always get that one step ahead there. Okay. So areas, and again, we're gonna show on both and because we've done our icons, the, it shows up really nicely.

And so there's those visual hints and all, that's pretty wonderful. Now, something else you can do notion just added this feature. Like the other day, what I noticed, maybe I don't even have it here. It might be an app, but there's an ability to basically a show as there it is as page section. So then it's no longer a collapsible property.

I'm still not sure if I like this yet, but I am trying it and it works very similarly, but to just, won't be collapsible with the properties. So this new note, yeah. Doesn't really have any name and I suppose we don't need it to cause what are we doing next? We're gonna. Date, so we already have created by maybe we don't need that for enough. We keep it simple. Yeah, we'll leave it at that. So there's a lot of things that you could add to this as I'm sure you can already see. So let's call this note one here. So I actually like to use the app tag in my note titles and just do today and then notion call fake note or something.

Okay, great. And it's connected to. The area notion it's connected to the project, create a video about how to set up so on. Okay. This is nice. It gives you this extra thing, but this is also taking up a lot of space on the page so that as we'll figure that out in the future, and maybe there's a better way to handle this.

Okay. So with that said, We have one page, one note, right? So one actually other property I do like to add to my notes and you can call them meeting notes. You can call them all sorts of things. So I also like to add the type here and usually I'll use select unless I really feel there's a reason why it needs to be tagged into two areas.

And again, it's always easy to change in the future. The types that we could have are here. One could be a meeting. Or let's even break it down. Topic specific meeting.

we'll pretend I can spell. Okay. So that's one, another thing could be daily standup, right? Another one could be strategic or here project note. Research, something like that research we could argue could start to go into resources. We just a, again, it depends if we want to create like a level of standards.

So this is really useful for quick notes, meeting notes, and you can decide how far you want to go with it. Then when we come back here, of course, we're going to once again, group, and we're going to group by this select field that I didn't name properly. So let's just go back and do that. We can do it here, properties.

Select, and this is called type ironically, I typed typo. Okay. So we can always drag things. I, here, this is let's call this a topic specific meeting. And so then we can have a, we can also course by a created date and. In that way, we can basically see them in the order of like most recent on top. What this creates on our page is a way to just hit the plus sign and create a new note.

But we can't do that from utilities. We'd have to open up utilities. We'd have to go in here. I swear. I gave this page an icon. You saw me do that, right? Okay. Someone will write in the comments, what I did wrong, but there it is. So without moving this or doing anything, we're just gonna start it. And now right at the top.

Of our favorites. We have notes and we can click plus add a note. And so anytime we open notion one, if we keep this at the top of our favourites, it will default to open on this page. So then we can quick access a note page, but otherwise we just have this plus line. So the reason I'm grouping things under utilities is that everything other than utilities.

So those being projects areas soon to be resources and archives are all going to be top level. Separate databases and then utilities will handle our notes. So subscribe, give us a hand to reach out or drop a comment.

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