Once you get to this screen, click “start with this template”, in the top right hand side of the view.

Then, login or create an account with notion. If you are making an account and wish to use it in a team workspace, in a separate tab click THIS LINK (opens in a new tab)* and create an account from there.

Go back to the original tab, and log in with your new notion account.

Voilá! The template has been copied into your own workspace! Let’s have a look at the rest of it, and how each part works.

Once you have finished setting up the template, delete the blocks at the top, as they will provide no purpose to you later on!

First you have a Quick Links toggle, where you can find 3 most commonly visited pages, and 3 most commonly created pages, which you can visit or create with the click of a button. If you make a task, the default assigned user will be you!

Lower down is the Dashboard. This is where you see all of your views, and this is the main workspace for you and your team. It contains the following

1. Simple Dash - this is as the name suggest a minimalist view of all your tasks which have not been completed yet.
2. All Tasks - a grand database which looks a bit bigger, and in which all the attributed tags etc can be edited from that one view.
3. Daily Tasks - this is where you can automatically create tasks that are repetitive and done every day (or quite often). You should set up the button to suit your needs, and create the tasks that you need. There is also a button which will fill in the checkbox to mark them as completed. A satisfying way of doing boring tasks!
4. Tags - this page will sort all your tasks vertically by tags (a bit like Trello, but free…), so you can visually see which task corresponds with which tag.
5. Goals - these are things that you work towards, like “Board member update”, or bigger ones, like “website launch”. To these, tasks can be attributed and connected. You can then chose to work on tasks for just one project, so you get closer to completing it. You also see with one look how much you still need to do, with a percentage of completed tasks being shown right from that page.
6. Priority - In each task, you can specify how important it is, and this page helps you to focus on just them.
7. Calendar View - This view is similar to the timeline at the bottom, but it allows you to see visually when each task needs to get done. Consider adding dates and priorities to each task, to see what needs to get done when.
8. Assignee - This page is useful for managers, and for those who just need to know what everyone needs to do… In all seriousness, this is great to see what needs to be done by who, in an ordered vertical list.
9. Next Up - this is pretty self explanatory… This page shows you what tasks are up next, so you can see which need completing
10. Projects - Projects are a bit like goals, but more work related, and have specific deadlines. These have managers assigned to them, and are arguably more important.
11. Overdue - This page is one you never want to visit, as it shows you tasks that have missed the deadline, and that need urgent completing.

Timeline - Lastly, this is where you can see what you have next to do, but as this is not great visually, we would recommend connecting notion to google calendar, and then embedding that instead. As this isn’t a native feature, here (opens in a new tab) is a tutorial that shows you how to do so.