Our fully-remote Echobind team relies on Notion for internal process documentation. We are fans of the tool because it allows for easy collaboration and manipulation of data. As a Q4 initiative, we updated internal checklists so we can start 2023 off with streamlined and consistent processes. To do this, we leveraged Notion’s databases because they offer more substantial spreadsheet functions to structure and track large datasets.
New Pagefound at the bottom left of your Notion screen
Tablefrom the database options in the New Page menu.
For the remaining columns, you can add properties you want to include in your database by clicking the
+ on the first row. You can edit property names and type by clicking on the current title. My favorites include:
Select Tags: To easily sort the status of the to-do.
Due Dates: To visualize and track when tasks must be complete. You can even use notion to set reminders.
Person Responsible: To ensure everyone is aware of who is taking lead on tasks.
Once you enter the information you want to track in your database, you can add additional database views by clicking the
+ to the right of your current table view. You can add multiple views to the same database. This is helpful to view the same information in different ways and allows you to quickly navigate between views to fit your needs.
Each of the view options will restructure the information you inputted in the original table view. These views include:
Files & mediaproperty or content inside each page.
Within any of the database views, you can add filters to easily sort and categorize your data set based on inputted properties. These filters can be simple (based on one property) or advanced (dependent on multiple property criteria).
To add a filter in your database:
filterat the top right
+ Add Filterat the top of your table.
There is no limit to the number of filters you can apply!