How to Use Notion for Organization and Productivity With Sandra Halling


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Katie: Good day, and welcome to “The Wellness Mama Podcast.” I’m Katie from and That’s wellness with an E on the tip, my new line of private care merchandise. Make sure to examine them out. This episode is all about one of many instruments I exploit to remain productive and arranged, and that I really feel is an especially useful device. And I additionally really feel like I’m not utilizing it in addition to I might be. It’s known as Notion, and it’s an app that can be utilized on cellphone or desktop. It integrates with each. And there appear to be limitless methods of utilizing it. I’m certainly not an skilled. So I’m right here with the programs skilled, Sandra Halling, who’s a enterprise strategist and system consultants, who loves the technological facet. She’s been doing totally different types of this for 20 years. And now she brings her company expertise and her strategic pondering to assist small companies and entrepreneurs and people at implementing Notion and methods to use that to create a framework that helps her private life. She focuses on group and she or he guides her shoppers by means of creating private {and professional} tasks inside Notion. And we go into a few of these ways in which she does this at present. And it is vitally a lot a visible factor. So we discuss by means of as a lot as we will simply verbally right here, however she’s additionally gonna have a hyperlink within the present notes at, that may take you to her website and to some extra visuals on methods to really implement this in addition to she is perhaps prepared to do a mixed course for mothers and households of methods to use this particularly for these associated matters. So, once more, I discover this a really, very useful device however I’m certainly not an skilled at utilizing it and I wished to usher in Sandra at present to go deeper on Notion. Sandra, welcome. Thanks for being right here.

Sandra: Hello. Thanks, Katie.

Katie: I’m so excited to talk with you and be taught from you at present. One of many matters that’s at all times developing after I ask the listeners what they need me to speak extra about is issues like group and productiveness. And an app that I’ve been in all probability not even effectively utilizing, that has made my life a lot simpler known as Notion. And I really feel like I’ve a ton of room for enchancment in how I exploit it. And I additionally really feel like that is an incredible device that’s not tremendous well-known but, particularly amongst mothers. And I feel it may be completely unbelievable. So, to start out with, I do know that you’re an skilled on this, which is why I used to be so completely happy to talk with you at present however stroll us by means of on a really broad stage what Notion is.

Sandra: Okay. So, Notion at its core is type of like a database. However I say that phrase, and generally individuals run for the hills. So simply know that, whenever you’re first diving into it, it’s actually like….. It’s a no code software, which implies it’s very straightforward to arrange and configure. And it’s meant to do every little thing below the solar from deal with notes, and duties, to collaboration. And one of many stunning issues about Notion is that you would be able to cross-reference and sync information from all areas of your life to all different areas. In order that implies that it’s very versatile with regards to designing your personal private dashboard that is sensible to you and the best way you need to run your loved ones, run your life, run your small business, and so forth.

Katie: Yeah, I really feel like I’m solely starting to barely scratch the floor of understanding what number of makes use of it has. And I exploit it for enterprise and likewise for type of family administration and simply retaining observe of every little thing I have to do in my very own life in addition to, like, long-term purpose monitoring. I observe one thing known as OKRs or targets and key outcomes for each enterprise and private, and I preserve all of these issues in Notion. However I do know earlier than we began recording, you talked about a extremely good level, which is that there’s a studying curve with regards to Notion. And I feel anytime we’re speaking, like, excessive stage group, it may appear overwhelming at first. Definitely after I first began utilizing Notion, I used to be a little bit bit caught so far as methods to create programs in it. And I ended up having to type of go define all of the issues I wanted to determine methods to handle after which work from there versus simply attempting to start out creating in Notion. So if somebody’s new to it, how can they type of keep away from that overwhelm or what’s place to begin simply to begin to be taught or begin to determine what you’re going to place in Notion to start with?

Sandra: Yeah, so one which I’d throw on the market for a brand new person is nearly all the notebooks and post-it notes and shoe packing containers that you’ve got round with numerous tidbits of data, every little thing from just like the whiteboard in your kitchen, the place you retain your menu, at the very least that’s what I do, you understand, uber nerd over right here. However all the little locations the place you’ve items of data that you just don’t wanna lose observe of and begin eager about these as components of your life that you can carry collectively in a coherent entire. So if you happen to might have type of a one-stop store for simply getting the heart beat of issues, what would that appear like in a perfect world? And even, like, breaking out the crayons and, like, drawing it out within the early days is a extremely good mind-set about it. As a result of Notion actually is so versatile. I feel it’s price taking the time to customise it for your self. After which the second factor is I additionally wouldn’t, like, overdo that as a result of Notion is healthier whenever you begin utilizing it as quickly as attainable, versus attempting to construct the proper system earlier than you dive in. And that’s the opposite factor I see individuals do lots is, like, soar in after which get so enthusiastic about how enjoyable it’s to design it as a result of it truly is enjoyable if you happen to like taking part in round in these kinds of issues after which neglect that it’s meant to really make your life simpler and never type of be a distraction rabbit gap. So, it’s like discovering that completely happy medium between placing some thought into what you need it to appear like, what objective you need it to serve, what info do you want you can set up higher or had higher observe of? So my company shoppers are normally level to love their Google Drive is a multitude or their stuff buried in Slack.

However my, like, private shoppers give it some thought extra for, like, you understand, monitoring their chore sheet, or funds, or perhaps well being programs, or simply various things on the non-public facet, even hobbies. It’s an amazing place to trace info on hobbies. So, it’s type of like getting the lay of the land of all of the classes after which eager about how you’d wanna carry it collectively and being actually helpful with your self, such as you talked about. I really like that you just talked about the OKRs as a result of I observe these as properly. I feel it’s an amazing place to have the ability to do that top stage planning in addition to the low stage each day activity planning. I feel that’s one thing to consider is also, like, after I construct my system, one of many issues I’ve completed is I’ve time-based perspective. So I’ve, like, a each day web page, a weekly web page. However then I even have type of matter perspective. So I’ve a enterprise homepage and a private homepage, after which additionally issues for hobbies and so forth. So it’s type of trying on the classes. After which the third factor I’ll throw out, proper off the bat is, like, ensure that if you happen to fall down the plethora of data on YouTube, about Notion is that you just go to Notion’s official channel and take a look at the movies. And I at all times counsel that even for my, like, superior customers, as a result of Notion, as an organization, after they put out movies, they focus extra on the options and the way it works, versus, like, software and templates. And there’s plenty of info and examples out on YouTube about alternative ways of approaching it and, like, totally different templates. However generally what will get misplaced in that’s, like, the actually easy core ideas of what’s a web page and what’s a desk? And so, like, what are the constructing blocks inside Notion that you just use to configure your system?

Katie: Obtained it. Okay. So I’d like to undergo a little bit bit of those type of perhaps get some recommendation step-by-step on issues which are largely universally relevant to individuals listening. So, issues like all of us should eat and most of us are planning meals for our households. And I’ve, you understand, instruments like Actual Plans that I exploit to do that however I additionally preserve my meal plan in Notion, together with like a seasonal rotating meal plan. However you talked about a meal plan being a factor that’s nice to trace in Notion that I totally agree. So, stroll us by means of type of how somebody can begin doing that or what sort of, I suppose not template, what sort of system they need to arrange in there to have the ability to construct on?

Sandra: Yeah. So, by way of, like, meals and meal plans, particularly, one of many issues that I like to recommend to individuals typically is to consider their teams of data, type of like separate buckets. So, for instance, I’ve a recipe log the place I’ve totally different web sites. And I’ll go on the web site and seize the prettiest image of no matter it’s and put that on the high after which have the directions and any type of notes in there. However separate recipe log, I even have a totally separate desk for, like, my menu plan. So it’s like what day am I planning to eat what, proper? And from there, I hyperlink that. Really, it’s simply round with this yesterday, my Sunday afternoon on which was taking part in round with making this work even higher than it has earlier than. So, I’m type of tremendous excited to speak about it at present. And that’s that I linked it into what I name my each day journal or my type of, like, my digital bullet journal, if you’ll. So, I’ve this each day homepage that I’m going to that has all these reflections, which I can get into in a second. But it surely has the hyperlink to journaling questions and my habits. Like, am I consuming my water? Am I exercising? That great things after which it additionally has this show of my week and can really inform me what I plan to eat, or no matter I plan to make for dinner. And Notion has all these nice totally different show codecs, if you’ll. So, one of many issues I can do is definitely set this up in order that there’s a reminder that if we’re having stir fry for dinner, I ought to make the rice at lunchtime so I don’t neglect. You recognize, it’s like that little stuff that may make our lives a lot simpler. And so determining methods to arrange my gallery view in Notion. So it not solely shows a fairly image of the recipe to entice me, to start out dinner prep after I ought to, and it additionally tells me, like, “Hey, what can I do at lunchtime to make my night a little bit smoother?”

In order that’s type of, like, structurally how I do a meal. I’ve the totally different tables, however I’ll say, like, to even type of zoom out or go to an much more greater stage, one of many issues I prefer to level out for Notion customers is that whenever you’re beginning out, what’s the distinction between a web page and a desk? And the way do you make tables relate to one another in a means that makes issues simpler? Tables will be fairly particular in it’s objective. Like I used to be saying, I’ve a recipe desk, however that’s very separate from my meal plan desk. And that’s separate from my digital bullet journal and behavior monitoring desk. And by doing issues like that, it offers you a little bit extra flexibility and management about what you show the place. And, you understand, Notion, it’s laborious to speak over audio, proper, how versatile it’s. And I’m certain you can converse to this too, the place you simply can management so many little nuances of what you see on numerous screens and dashboards. It’s in contrast to another dwelling upkeep or, you understand, effort I’ve put into monitoring, like, simply all these issues that go into managing dwelling life, actually.

Katie: That’s superior. Yeah, I really feel like I exploit this in so many various methods as properly. And like I mentioned, I don’t even assume I exploit it practically as effectively as lots of people, and particularly as you. You simply talked about a each day homepage. And I really like this concept type of like a management heart for every little thing you’d put into Notion. Are you able to stroll us by means of type of, like, the way you set that up and all of the issues that you just carry on there, and the way you then go from there and to every little thing else you observe?

Sandra: Yeah. Yeah. So I really like that you just requested that as a result of my each day web page is definitely the place I begin my day, every single day. And in reality, it’s so essential to my course of that oftentimes… It’s additionally the place I finish my day if I’m being in step with my habits. And so, I’ve… One of many issues I love to do is do examine ins at numerous level in the course of the day. And for me, a check-in is a set of questions that I prefer to ask myself to only type of, like, actually examine in to see how I’m feeling that day, what I need to accomplish that day, if there’s something I’m worrying about, actually only a pause from type of the, I hate to say grind as a result of that’s probably not what I imply. However you get what I’m saying. Like, that day in time out the type of, we get into automated pilot, a greater means of claiming it. And having the check-ins for it’s a large means of me zooming within the midst of the day and deciding how I would like a few hours to go. So, my each day web page is the place I’ve my examine ins situated and I set these up as template button. So I’ve a preset listing of questions which are in a web page. And so all I’ve to do is click on the template button and it pops open a brand new web page with all my questions and I fill them out. After which I suppose all in a mirrored image database. So I can go and see that, like, you understand, on December 14th, I used to be speaking about steadiness. That’s the tag I’ve on it for this morning. After which from there on my each day web page, I’ve a hyperlink to a separate desk, the one I used to be speaking about for type of, like, the each day habits. And in that desk, I observe an entire slew of issues from, like, I’ve checkboxes for did I sweat? Did I stretch? Did I meditate? Did I do my morning pages? Did I do a thought mannequin? Did I take medication, nutritional vitamins, so on and so forth? So you can go down the laundry listing of the issues that you just preserve observe of for your self.

And, you understand, that is multi functional desk however I show it in numerous sections. So, I don’t should assume by means of it all of sudden on a regular basis. I get by means of what I’m a given second. And so, this each day web page, it really has, like, I feel 4 sections to it. And so there’s a web page that’s worthy of my consideration at 5:00 within the morning after I’m, like, pre-coffee and simply attempting to get my mind in right here. However there’s additionally a piece of it that’s like noon examine in and a piece of it that’s extra in direction of the tip of the day. And in every of those areas, I exploit my behavior tracker and I show totally different fields. So totally different properties. So, within the morning, the one factor I actually care about is, like, did I keep in mind to take…? You recognize, did I keep in mind to have some water and what time did I get up? That type of factor. However later within the day, there’s fields for meals and monitoring signs. Like, I’ve continual sinus points so I observe all of the signs associated to that simply so I can see going again, “Oh, hey, you understand, this has really been bugging me for a few weeks now, not simply a few days. And simply offers me all this wealthy details about what’s occurring in my world from a each day foundation. In order that’s type of how I soar off from the each day web page.

Katie: I’m taking notes and mapping out all these items that I want so as to add to mine. So, discuss a little bit bit extra about templates as a result of I feel this is likely one of the large strengths of Notion. And I do know that there appears to be a capability to share templates as a result of I’ve used templates that different individuals have created. I haven’t gotten excellent at creating my very own templates but however this has been on my listing as a result of a whole lot of the issues I do are repetitive. And creating them as a template, like a each day to do listing or weekly planning for my workforce, issues like that, it appears actually, actually useful. So, stroll us by means of some great benefits of templates and methods to type of determine methods to use them.

Sandra: Yeah. So, the phrase template is utilized in a few alternative ways and type of the Notion sphere if you’ll. So, the excessive stage model of a template is, like, you understand, you possibly can construct out no matter you need your pages and tables to appear like, after which you possibly can really share that entire setup with different individuals. And so, whenever you say you’ve introduced templates into your system, that’s what you’re speaking about there. There’s really a approach to share it on the net. And whenever you first go into Notion, you possibly can, like, click on the duplicate button on a shared template and it’ll switch that entire setup into your setup. So after I work with shoppers privately, that’s typically what we do is as soon as I get them arrange with the fundamentals, they usually’re rocking and rolling, they usually’ve obtained the technical expertise down, which solely takes, you understand, an hour or two to do, then we switch my template into their system. My template’s a little bit little bit of a whopper, proper, as a result of I, you understand, do that day in and time out. And that’s one approach to type of streamline issues is to search out an individual that you just like Notion already, you understand, both through YouTube or no matter, after which both buy or search for a free template that you would be able to switch in your system. It’s an enormous time saver as a result of these templates, in the event that they’re designed properly will include all these tables that we’re speaking about pre-linked collectively. So that you don’t have to take a seat there and type of figuring all of the format. It additionally eases issues from the standpoint. I prefer to say that Notion doesn’t have an opinion about the way you handle your small business or your life. And in order that’s each factor and a nasty factor. And it’s that them not having an opinion implies that it’s important to have an opinion. All of us have time for ourselves, how are we utilizing Notion, the place are we gonna begin our day? What’s gonna be a very powerful? After which, but it surely implies that we get to determine all that stuff, versus having to fall into regardless of the software program developer determined was the easiest way to do one thing.

In order that’s templates at a excessive stage. However there’s additionally templates inside the system which are like for any given database, you possibly can have a template that would prefill info. So, like, greatest instance for me is in a piece, I’ve a template particularly for my assembly log, if you’ll. And so, after I began new issues, say, I’ve a brand new gross sales plan or one thing like that, I even have prefilled questions that I like to ensure I ask. And so, after I begin a dialog of that nature, I can simply press a button on that desk, launches a brand new web page, with all of these questions preloaded… So I don’t even have to consider it. One other means can be perhaps, like, you’re working a podcast, for instance, sure steps that you just observe for the podcast, in all probability on a weekly foundation, on a month-to-month foundation episode. And so, these type of checklists, if you’ll, might be their very own template in a system so that each time you begin a brand new podcast, you understand, content material calendar on your month or your quarter might open that up and also you’d have all new checkboxes to start out your circulate of data. And I’m utilizing checkboxes simply to make the instance. However your templates can get actually advanced with nested tables and ask associated info. So it’s actually… That is what makes Notion superior is that it’s so malleable to what the person really wants. It may be tremendous easy with simply a few checkboxes, all actually highly effective, and you can use it to handle a workforce or run a enterprise. After which the third one, like, so many templates… So the third kind of template is definitely what we name a template button. And a template button is a totally totally different type of characteristic in Notion, the place it simply exists on the web page and you’ll put something into it that you just wanna replicate. And I like to make use of it as a result of it offers the title of the web page a prefilled label, so it pops in versus utilizing a template in a desk, which doesn’t try this. And you may type of sneak them in all through. And so, if there’s sure issues that you just do on a repeated foundation, however perhaps aren’t so advanced, that it’s price placing them in their very own desk, then you possibly can, you understand, use these template buttons simply to type of streamline a course of or create a set of reminders or, like I mentioned, it’s good for making a set of checkboxes that perhaps you do each week or month or one thing.

Katie: Yeah, I’m pondering of so many new methods to make use of this for lots extra areas of my life definitely. Does this…? Can notion combine instantly with different programs that folks is perhaps utilizing? As an example, you talked about Slack or Calendar apps or can it combine instantly with any of these items or is it standalone?

Sandra: So proper now it’s standalone. What I’ll say is that Notion has the flexibility to embed a whole lot of apps. So what meaning is Notion is principally entry by means of the slack command. And also you press that, and also you’ll see a listing of choices. And as you begin typing, it type of narrows all the way down to what you want. One of many issues you are able to do is you possibly can, like, embed a Google doc, or a picture, or plenty of different issues. Simply final week, there was a launch Notion put out a discover that they’re within the midst of testing API, which is principally the decision that functions use to speak between one another. And so it’s gonna be in beta early subsequent yr. So, fingers crossed someday earlier than the tip of subsequent yr, we’re gonna even have true integration with different functions. However proper now, standalone. And I’ll say, although, each time I’ve had that, like, after I used to do it or a few of these different apps which are on the market to assist meet my life, I at all times discovered myself including extra to it than I might actually moderately course of. So there’s one thing about API that may ship us on a path of virtually, like, over-integrating issues. So, in some methods, I’m type of grateful that Notion has been the standalone characteristic as a result of it actually encourages curating what you’re placing in there, versus simply dumping every little thing in there after which probably not having the ability to use it to execute on the issues that you just wanna be capable to do.

Katie: That’s superior. I do know one other type of unrelated factor that I exploit it for that I in all probability might determine methods to templatized higher, however that I like to recommend to people who is perhaps a brand new one, even for you as I exploit it to do one thing known as the Feynman method. And I preserve what would principally be like a journal, however the place I type of put all of my Feyman method summaries proper now. And for anyone who’s not acquainted, I’ve talked about it a little bit bit on the podcast earlier than however the Feyman method is principally the concept that you’ve discovered one thing when you’ve the flexibility to obviously and concisely clarify it to a baby. And by chance, I’ve plenty of kids to really follow this and clarify to every single day. However that is one thing I do each time I learn a brand new ebook or watch a TED discuss or be taught a brand new idea by researching or actually delve into the research on a subject. And I discover it actually helps recall. However by committing these items to an precise written kind, I even have them in a single place for reference. So if I ever want to return and keep in mind one thing from a ebook or from an idea that I’ve discovered, it’s in a single place, and Notion offers me an amazing place to trace all of those. After which I can even, like, simply discover them to share them, if I have to with my workforce or no matter it might be. In order that’s a tip I really like to provide mothers is it actually helps I discover improve recall and creativity. And if you happen to’re not an enormous fan of writing, you should use one other app known as Otter in your cellphone to talk into your cellphone and clarify, and it’ll transcribe it for you so then you possibly can put it in Notion. In order that’s type of like the way you mentioned you utilize it as a journal. That’s type of the best way I type of each day journal with it. And then you definately talked about you additionally use it to trace issues like objectives, and I do too, however I’ve a sense you’re gonna have some ideas of higher ways in which I will be utilizing this to trace objectives. So, do you construct templates for that or how do you map out after which preserve observe of objectives inside Notion?

Sandra: Yeah. So, monitoring of objectives, I do OKR course of, which has been actually revolutionary for me personally, as a result of I at all times discovered SMART objectives to be a little bit too bossy, if you’ll. I’m a insurgent at coronary heart. And so, the second somebody tells me what to do, I are likely to do the other. So SMART purpose by no means fairly labored for me as a result of I simply wished to insurgent in opposition to it. However there’s one thing in regards to the OKR methodology the place whenever you make the targets, the type of inspirational/aspirational issues that you just’re attempting to do in your small business or your life, the impression that you just’re attempting to have, the main target, and also you set these up first, all of a sudden having key outcomes, that are primarily SMART objectives, they’re well timed and particular, it feels much more approachable to me. And there are issues that I actually care about. So I’m in a position to, you understand, harness that energy. And so the best way my system is configured is I’ve targets and outcomes each in separate tables. After which I additionally am an enormous fan of Charlie Gilkey, and the Productive Flourishing Academy. He has a ebook known as “Begin Ending,” which if you happen to haven’t learn it or seen it, I extremely suggest it. It’s only a nice ebook for anyone actually. Like, I’ve seen professionals use it. I’ve seen creatives use it. I’ve seen dad and mom use it. It’s only a neat methodology for planning methods to really end the issues that we begin, proper? So, the best way I exploit the momentum planning methodology in Notion is, I’ve another tables, one’s for tasks, which I consider as type of just like the smaller steps to creating my key outcomes occur. After which I’ve a desk for actions or duties with a extremely micro stage. I have to, you understand, replace this factor or analysis this factor, no matter, the duties I have to handle. After which, to make it much more strong, I’ve yet one more desk that I exploit, which I name areas, which is supposed to be type of wheel of life, if you’ll. So, any type of part to my life that I wanna have an intentional follow round and chew with, I arrange within the areas.

And so it’s type of like having a purpose, but it surely takes off, like I mentioned, that point stress, in order that it’s simply, you understand, periodically, I’m going in and I take a look at these issues that matter to me, and I can type of… You recognize, a few of them have checkboxes, a few of them have tables, a few of them simply have quotes to remind me of issues. So it’s a really fluid course of by the point it will get to areas, but it surely permits me to separate out issues I care about that I wanna be intentional about from precise measurable spindles that I’ve in my enterprise. And all of those tables, very areas of my system. So all of them seem in my weekly evaluation. They seem on… A few of them are on the each day web page or I even have two different dashboards that I exploit after the each day web page on a each day foundation. They usually’re known as the Immediately Web page and The This Week Web page. And people principally permit me to have, like I mentioned, time-based perspective on what it’s I’m attempting to create.

Katie: I really like that. I do know, like… I feel, OKR, I’m an enormous fan as properly. I’ll put a few of my favourite assets associated to understanding that within the shownotes. I feel it’s relevant to everybody. I do know it’s typically utilized in enterprise, however I feel it’s really very related to folks as properly, so far as planning long-term issues with our children, definitely for homeschooling dad and mom and having objectives associated to that. And I additionally use it, like I mentioned, in my private life for private growth issues or new expertise I’m attempting to be taught and retaining observe of all of these. I really feel like there’s simply so some ways to make use of that.

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And a few different ways in which I exploit Notion, generally, are for retaining observe of issues like Christmas reward concepts or reward concepts, generally, for all my youngsters. I’ve issues like that as a result of they have a tendency to say issues all year long. After which slightly than having to think about them, simply presently of the yr, additionally issues like home updates and tasks issues I have to, like, work towards with that. And also you talked about additionally issues like well being metrics, which can also be related to lots of people listening. How can we use Notion to maintain observe of these items or how would you set that up?

Sandra: Yeah, so that is the place Notion can actually be a whole, like, life working system. And I say that… And, you understand, I’m at all times very… I work with a whole lot of learners and a whole lot of proper mind type of artistic thoughts map kind individuals. And so I’ve a gentle spot for them. And I do know that saying the phrase working system is just not at all times attractive to all people. However on the similar time, it’s only a means of harnessing all that creativity and all these concepts you’ve, and placing the data that we’re all monitoring in our heads down and to get, once more. That’s the important thing factor for me, whether or not we’re about education and even simply serving to your youngsters preserve observe of their schoolwork. And if they’re doing on-line class or their chore schedule or their after college occasions or one which I did lately that I type of amused myself with is I arrange an entire desk that’s, like, I name them weekly quests. And it’s principally a gamified model of retaining observe of all of the issues that I don’t should do every single day however I have to do a number of occasions every week. And principally the best way the desk works is I’ve a few formulation in-built in order that so long as I vacuum as soon as every week, I get a thumbs up and job. But when I vacuum twice every week, then it offers me a bonus. And of this outdated gamified factor with formulation in there that simply amuses me to no finish. And it really encourages me to do these items that I’d in any other case procrastinate or simply really feel like, “Oh, I’m too drained, it may wait till tomorrow.” After which you understand how that goes. Like, then it’s like three days later and you continue to haven’t vacuumed or no matter. So I prefer to put enjoyable issues in there. So it doesn’t at all times really feel like, oh, that is, like, yet one more factor I’ve to do. The important thing factor for me with Notion, like, I really need to open it on the weekend, which I’ve by no means felt earlier than with another app. So, by way of, like, attending to a extra sensible reply to your query, one of many issues that I exploit or that I did at Notion this yr that was tremendous useful is we moved.

And so not solely did I’ve in there our lists of we have been in search of in a home and, like, our preferrred, you understand, options and what have been the necessities, individuals stored observe of the dialog, the realtor and, like, all the homes we visited, type of like doing a professional con listing on them. After which when it obtained time for the transfer, I did an entire stock. So I numbered all of the packing containers. After which after I packed a field, I simply made, like, a 3 phrase or a 3 sentence, only a actually fast… What am I attempting to say? Three phrase, there we go. Three phrase description of what went within the field. And so then I used to be in a position to after we moved, and it’s like, okay, we’d like no matter, the espresso grinder. I might really search the desk and discover it. And I knew, okay, that is field 89 or no matter it was. And I’ve to say, I assumed I used to be over-engineering it and type of laughing at myself however I used to be having a lot enjoyable doing it, I did it anyway, and it completely paid off. Like, it was properly definitely worth the effort I put in to have the ability to observe down, you understand, no matter pot and pan and my spices come that first week after the transfer. In order that’s type of, like, a sensible means that you can use an app like this to make your life simpler.

Katie: And one other factor we’ve talked about a little bit bit, however I wanna ensure that we are saying explicitly is that as a result of Notion is an app, it has each desktop and cellphone interfaces after which, in fact, they sync. And in order that’s been actually useful to me as a result of, as an illustration, like among the issues we’ve talked about, like meal planning, I can pull that up after I’m on the retailer. I can work on these items after I’m at an appointment with the children or ready on the children in an exercise as a result of my cellphone is just about at all times with me. And so it’s tremendous handy that means however then it’s straightforward additionally to work on a desktop whenever you’re establishing a few of these greater tasks and greater issues. I’m curious, I imply, clearly, you’re in all probability an influence person of Notion, however how a lot are you interacting with Notion throughout any regular day?

Sandra: It’s query. I’m out and in of it just about all day lengthy. I’ll say although, you understand, I nonetheless preserve a paper journal after I’m on the cellphone, oftentimes, as a result of I’m exhibiting any individual else methods to use Notion. So we’re of their Notion setup. However I discover it useful for my mind to put in writing some issues down. After which I’ve a course of on the finish of the week, the place I type of undergo that listing and ensure that every little thing’s in Notion the best way I would like it to be and that, you understand, I can preserve observe of all of the little particulars and the nuances. So, I discover it to be a extremely fluid factor by way of, you understand, some days I’m in there, like, actually virtually all day. Now granted, I’m a Notion marketing consultant in order that is sensible. However even on days after I’m engaged on different issues or serving to any individual with a web site or different enterprise programs, I’m nonetheless out and in just about all day. And I’d say the opposite two issues I’ll throw out, I really like that you just talked about the net, desktop, cellphone, and it really works on iPad very well. In reality, they’ve made a whole lot of enhancements within the final couple of months on the way it works on iPad. And so, it’s like virtually so many enhancements that I type of wanna get a model new iPad simply so I can use it. It’s nice to have the ability to see it in all these totally different codecs. And there’s a new factor on the brand new iOS working… You recognize, the most recent replace for iOS really has this factor known as widgets, which if individuals haven’t seen them or checked them out but, they’re actually cool. They principally put little mini apps, if you’ll, proper in your cellphone display. And the Notion widget is tremendous useful as a result of it may take, like, the primary few issues in your favorites. So, like, my favorites, the pages are each day, fast seize, and my at present web page plus a number of others. And I even have that widget proper on my cellphone in order that, you understand, if I’m within the kitchen, making a cup of tea between calls, and I consider one thing, I can pop it open and add it to my fast seize or no matter web page is sensible actually simply and on the fly. So there’s plenty of, like, you understand, you’re not locked into solely being in your browser, solely be in your desktop, you’ve plenty of choices and methods to entry it that may make life simpler.

Katie: Superior. And also you talked about to start with, this can be a tough factor to elucidate totally, simply verbally as a result of it’s very a lot hands-on and visible as properly. However I do know that is one thing that you just do assist individuals with and you’ve got a web site associated to. So, for individuals who need to perceive extra and who need to begin integrating this, I’ll ensure that hyperlink is within the present notes however type of stroll us by means of the way you assist individuals with that and the assets you’ve.

Sandra: Yeah, so for several types of shoppers are totally different. I actually would like to have a gaggle of mothers or dads simply households that wanna use it for homeschool or private stuff and all of that stuff. So what I’m gonna do is ready up a little bit discussion board on my web site so if anyone’s enthusiastic about that type of factor, they will let me know after which we will determine it out within the new yr. And the opposite factor I’ll throw out, yow will discover Twitter at notionnerd and Instagram @notionnerd additionally. So the easiest way to search out me is on sandrahalling com. And if you happen to put in /wellnessmama, you land on a web page that may have some fascinating info that’s, like, geared in direction of serving to households. And I really would like to have a workshop subsequent yr, particularly with that as a goal. So I’ll put in a little bit factor that if that’s of curiosity to anyone, they will join and let me know. Foremost methods I work with individuals proper now could be by means of enterprise teaching and programs help. And so, generally individuals are available they usually need simply Notion and so we’ll deep dive over 30 days to get each step up and rocking and rolling. After which generally what individuals want is extra of, like, a type of slower burn, if you’ll. So we do a 3 to 6 months method to dig into the totally different programs they’ve of their enterprise and streamline issues, join all of the dots. Like, simply this morning, I used to be serving to a consumer join their Google calendar with their iCloud, with their Macbook, with their cellphone, like, all these little doodads go collectively. And so Notion is type of like one piece of the puzzle for me, but it surely spine of the programs I arrange. So, once more, yow will discover me on the net at or on Twitter or Instagram at notionnerd.

Katie: Excellent. I’ll ensure that these are linked right here. And one other query I like to ask on the finish. You talked about one already, but when there’s a ebook or a variety of books which have had a dramatic impression in your life, and in that case what they’re and why?

Sandra: Yeah. So, I’ve to say that one of the crucial impactful books for me is “Getting Issues Completed,” which is type of a traditional within the productiveness area. So, I discovered it most respected or most impactful within the sense that it taught me methods to group, and categorize, and course of info in a means that I hadn’t seen earlier than. And it got here out after I was fairly younger in my profession, I feel I used to be about 20 or so. So it simply hit me on the proper second to create what we have now now, which is, you understand, database marketing consultant now for a few years. So, that was actually impactful. And clearly “Begin Ending” is type of an amazing device now. I feel “Getting Issues Completed” is type of a traditional, but in addition it was written 20 years in the past. So there’s some components to it, the place our lives have simply modified a lot. And I feel “Begin Ending” does a greater job of addressing all the totally different avenues that our lives take and the way a lot info comes at us and simply type of managing the combo there. After which different books that, like, actually matter to me on a private stage have been, like, some Ram Dass books, “Paths to God.” And Eckert Tolle’s “A New Earth” was additionally actually impactful for me as a result of it simply gave me a distinct perspective on issues. And I like mixing these items. So it’s each my life holistically, offers me a need to wanna set up it extra. In order that’s type of how these two issues tie collectively for me.

Katie: Nice suggestions. I’ll ensure that these are linked within the present notes as properly. I’m so glad I obtained to share extra about Notion at present as a result of like I mentioned, it’s a device that I discover actually invaluable. And I additionally one, I really feel like I’m not utilizing them as a lot as I might be. And I’m excited to have discovered extra from you at present. And hopefully shared a brand new useful resource with lots of the individuals listening that may simplify their lives. However thanks on your time at present and for all of the work you’re doing.

Sandra: Thanks a lot, Katie. It was a whole lot of enjoyable.

Katie: And thanks guys, as at all times for listening, for sharing your most respected useful resource, your time with each of us at present. We’re so grateful that you just did, and I hope that you’ll be a part of me once more on the subsequent episode of “The Wellness Mama Podcast.”

In case you’re having fun with these interviews, would you please take two minutes to go away a score or evaluation on iTunes for me? Doing this helps extra individuals to search out the podcast, which implies much more mothers and households may gain advantage from the data. I actually recognize your time, and thanks as at all times for listening.


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