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. You should definitely verify them out. This episode is all about one of many instruments I take advantage of to remain productive and arranged, and that I really feel is an especially precious device. And I additionally really feel like I’m not utilizing it in addition to I might be. It’s referred to as Notion, and it’s an app that can be utilized on telephone or desktop. It integrates with each. And there appear to be limitless methods of utilizing it. I’m in no way an skilled. So I’m right here with the methods skilled, Sandra Halling, who’s a enterprise strategist and system specialists, 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 find out how to use that to create a framework that helps her private life. She focuses on group and she or he guides her purchasers by means of creating private {and professional} initiatives inside Notion. And we go into a few of these ways in which she does this immediately. And it is vitally a lot a visible factor. So we speak by means of as a lot as we are able to 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 find out how to really implement this in addition to she may be keen to do a mixed course for mothers and households of find out how to use this particularly for these associated subjects. So, once more, I discover this a really, very useful device however I’m in no way an skilled at utilizing it and I wished to usher in Sandra immediately to go deeper on Notion. Sandra, welcome. Thanks for being right here.

Sandra: Hello. Thanks, Katie.

Katie: I’m so excited to speak with you and be taught from you immediately. One of many subjects that’s at all times developing once 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 is known as Notion. And I really feel like I’ve a ton of room for enchancment in how I take advantage of it. And I additionally really feel like that is an incredible device that isn’t tremendous well-known but, particularly amongst mothers. And I believe 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 pleased to speak with you immediately however stroll us by means of on a really broad stage what Notion is.

Sandra: Okay. So, Notion at its core is sort of like a database. However I say that phrase, and generally individuals run for the hills. So simply know that, once you’re first diving into it, it’s actually like….. It’s a no code utility, which suggests it’s very simple to arrange and configure. And it’s meant to do all the things underneath the solar from deal with notes, and duties, to collaboration. And one of many lovely issues about Notion is that you could cross-reference and sync information from all areas of your life to all different areas. In order that implies that it’s very versatile in the case of designing your individual private dashboard that is smart to you and the best way you need to run your loved ones, run your life, run your corporation, 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 take advantage of it for enterprise and in addition for sort of family administration and simply preserving monitor of all the things I have to do in my very own life in addition to, like, long-term purpose monitoring. I monitor one thing referred to as OKRs or goals and key outcomes for each enterprise and private, and I maintain all of these issues in Notion. However I do know earlier than we began recording, you talked about a very good level, which is that there’s a studying curve in the case of Notion. And I believe anytime we’re speaking, like, excessive stage group, it might probably appear overwhelming at first. Definitely once I first began utilizing Notion, I used to be a bit of bit caught so far as find out how to create methods in it. And I ended up having to sort of go define all of the issues I wanted to determine find out how to handle after which work from there versus simply making an attempt to start out creating in Notion. So if somebody’s new to it, how can they sort of keep away from that overwhelm or what’s a very good start line 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 might throw on the market for a brand new person is nearly all the notebooks and post-it notes and shoe bins that you’ve got round with varied tidbits of knowledge, all the things from just like the whiteboard in your kitchen, the place you retain your menu, no less than that’s what I do, you recognize, uber nerd over right here. However all the little locations the place you may have items of knowledge that you simply don’t wanna lose monitor of and begin eager about these as elements of your life that you may convey collectively in a coherent complete. So if you happen to might have form of a one-stop store for simply getting the heart beat of issues, what would that seem like in an excellent world? And even, like, breaking out the crayons and, like, drawing it out within the early days is a very good mind-set about it. As a result of Notion actually is so versatile. I believe it’s value 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 once you begin utilizing it as quickly as potential, versus making an attempt to construct the right system earlier than you dive in. And that’s the opposite factor I see individuals do so much is, like, bounce 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 form of be a distraction rabbit gap. So, it’s like discovering that pleased medium between placing some thought into what you need it to seem like, what goal you need it to serve, what data do you want you may manage higher or had higher monitor of? So my company purchasers are normally level to love their Google Drive is a large number or their stuff buried in Slack.

However my, like, private purchasers give it some thought extra for, like, you recognize, monitoring their chore sheet, or funds, or perhaps well being methods, or simply various things on the private facet, even hobbies. It’s an ideal place to trace data on hobbies. So, it’s sort of like getting the lay of the land of all of the classes after which eager about how you’ll wanna convey it collectively and being actually helpful with your self, such as you talked about. I really like that you simply talked about the OKRs as a result of I monitor these as properly. I believe it’s an ideal place to have the ability to do that prime stage planning in addition to the low stage each day activity planning. I believe that’s one thing to consider is also, like, once I construct my system, one of many issues I’ve performed is I’ve time-based perspective. So I’ve, like, a each day web page, a weekly web page. However then I even have form 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 sort of wanting 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 knowledge on YouTube, about Notion is that you simply go to Notion’s official channel and take a look at the movies. And I at all times recommend 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, utility and templates. And there’s a lot of data and examples out on YouTube about alternative ways of approaching it and, like, taking a look at 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 simply use to configure your system?

Katie: Acquired it. Okay. So I’d like to undergo a bit of bit of those sort 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 recognize, instruments like Actual Plans that I take advantage of to do that however I additionally maintain 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 sort 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, when it comes to, like, meals and meal plans, particularly, one of many issues that I like to recommend to individuals usually is to consider their teams of knowledge, form 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 prime after which have the directions and any form of notes in there. However separate recipe log, I even have a very 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 sort of tremendous excited to speak about it immediately. And that’s that I linked it into what I name my each day journal or my form of, like, my digital bullet journal, if you’ll. So, I’ve this each day homepage that I am going to that has all these reflections, which I can get into in a second. However it has the hyperlink to journaling questions and my habits. Like, am I ingesting 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 understand, it’s like that little stuff that may make our lives a lot simpler. And so determining find out how to arrange my gallery view in Notion. So it not solely shows a reasonably image of the recipe to entice me, to start out dinner prep once I ought to, and it additionally tells me, like, “Hey, what can I do at lunchtime to make my night a bit of smoother?”

In order that’s sort of, like, structurally how I do a meal. I’ve the totally different tables, however I’ll say, like, to even sort of zoom out or go to an much more greater stage, one of many issues I wish to level out for Notion customers is that once 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 approach that makes issues simpler? Tables might be fairly particular in it’s goal. 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 bit of extra flexibility and management about what you show the place. And, you recognize, Notion, it’s exhausting to speak over audio, proper, how versatile it’s. And I’m certain you may communicate to this too, the place you simply can management so many little nuances of what you see on varied screens and dashboards. It’s in contrast to every other dwelling upkeep or, you recognize, 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 take advantage of this in so many alternative methods as properly. And like I stated, I don’t even assume I take advantage of 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 sort of like a management heart for all the things you’ll put into Notion. Are you able to stroll us by means of sort of, like, the way you set that up and all of the issues that you simply carry on there, and the way you then go from there and to all the things else you monitor?

Sandra: Yeah. Yeah. So I really like that you simply requested that as a result of my each day web page is definitely the place I begin my day, day by day. And actually, it’s so important 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 verify ins at varied level in the course of the day. And for me, a check-in is a set of questions that I wish to ask myself to simply form of, like, actually verify 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 form of the, I hate to say grind as a result of that’s not likely what I imply. However you get what I’m saying. Like, that day in day trip the sort of, we get into computerized pilot, a greater approach of claiming it. And having the check-ins for it’s a large approach 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 verify ins positioned and I set these up as template button. So I’ve a preset checklist 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 recognize, on December 14th, I used to be speaking about stability. 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 form of, like, the each day habits. And in that desk, I monitor a complete 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 drugs, nutritional vitamins, so on and so forth? So you may go down the laundry checklist of the issues that you simply maintain monitor of for your self.

And, you recognize, that is multi functional desk however I show it in numerous sections. So, I don’t should assume by means of it abruptly on a regular basis. I get by means of what I’m taking a look at a given second. And so, this each day web page, it really has, like, I believe 4 sections to it. And so there’s a web page that’s worthy of my consideration at 5:00 within the morning once I’m, like, pre-coffee and simply making an attempt to get my mind in right here. However there’s additionally a bit of it that’s like noon verify in and a bit of it that’s extra in direction of the tip of the day. And in every of those areas, I take advantage of 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 bear in mind to take…? You understand, did I bear in mind to have some water and what time did I get up? That sort of factor. However later within the day, there’s fields for meals and monitoring signs. Like, I’ve continual sinus points so I monitor all of the signs associated to that simply so I can see going again, “Oh, hey, you recognize, 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 happening in my world from a each day foundation. In order that’s sort of how I bounce off from the each day web page.

Katie: I’m taking notes and mapping out all this stuff that I would like so as to add to mine. So, speak a bit of bit extra about templates as a result of I believe 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 superb at creating my very own templates but however this has been on my checklist as a result of lots of the issues I do are repetitive. And creating them as a template, like a each day to do checklist or weekly planning for my group, issues like that, it appears actually, actually useful. So, stroll us by means of some great benefits of templates and find out how to sort of determine find out how to use them.

Sandra: Yeah. So, the phrase template is utilized in a few alternative ways and form of the Notion sphere if you’ll. So, the excessive stage model of a template is, like, you recognize, you possibly can construct out no matter you need your pages and tables to seem like, after which you possibly can really share that complete setup with different individuals. And so, once you say you’ve introduced templates into your system, that’s what you’re speaking about there. There’s really a strategy to share it on the internet. And once you first go into Notion, you possibly can, like, click on the duplicate button on a shared template and it’ll switch that complete setup into your setup. So once I work with purchasers privately, that’s usually 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 recognize, an hour or two to do, then we switch my template into their system. My template’s a bit of little bit of a whopper, proper, as a result of I, you recognize, do that day in and day trip. And that’s one strategy to form of streamline issues is to seek out an individual that you simply like Notion already, you recognize, both through YouTube or no matter, after which both buy or search for a free template that you could 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 sit down there and sort of figuring all of the format. It additionally eases issues from the standpoint. I wish to say that Notion doesn’t have an opinion about the way you handle your corporation or your life. And in order that’s each a very good factor and a foul 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 crucial? After which, however it implies that we get to determine all that stuff, versus having to fall into regardless of the software program developer determined was one of the best ways 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 data. So, like, finest instance for me is in a piece, I’ve a template particularly for my assembly log, if you’ll. And so, once 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, once 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 approach could be perhaps, like, you’re working a podcast, for instance, sure steps that you simply observe for the podcast, in all probability on a weekly foundation, on a month-to-month foundation episode. And so, these form 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 recognize, 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 knowledge. And I’m utilizing checkboxes simply to make the instance. However your templates can get actually complicated with nested tables and ask associated data. 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 may use it to handle a group 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 very totally different sort of characteristic in Notion, the place it simply exists on the web page and you may put something into it that you simply 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 do this. And you’ll sort of sneak them in all through. And so, if there’s sure issues that you simply do on a repeated foundation, however perhaps aren’t so complicated, that it’s value placing them in their very own desk, then you possibly can, you recognize, use these template buttons simply to form of streamline a course of or create a set of reminders or, like I stated, 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 straight with different methods that individuals may be utilizing? As an illustration, you talked about Slack or Calendar apps or can it combine straight with any of this stuff or is it standalone?

Sandra: So proper now it’s standalone. What I’ll say is that Notion has the flexibility to embed lots of apps. So what which means is Notion is mainly 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 sort of narrows right 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 a lot 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 mainly the decision that functions use to speak between one another. And so it’s gonna be in beta early subsequent 12 months. So, fingers crossed someday earlier than the tip of subsequent 12 months, 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, once 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 sort 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 all the things in there after which not likely having the ability to use it to execute on the issues that you simply wanna be capable to do.

Katie: That’s superior. I do know one other sort of unrelated factor that I take advantage of it for that I in all probability might determine find out how to templatized higher, however that I like to recommend to those who may be a brand new one, even for you as I take advantage of it to do one thing referred to as the Feynman method. And I maintain what would mainly be like a journal, however the place I form of put all of my Feyman method summaries proper now. And for anyone who’s not acquainted, I’ve talked about it a bit of bit on the podcast earlier than however the Feyman method is mainly the concept you may have discovered one thing when you may have the flexibility to obviously and concisely clarify it to a baby. And fortunately, I’ve a lot of youngsters to really observe this and clarify to day by day. However that is one thing I do each time I learn a brand new guide or watch a TED speak 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 this stuff to an precise written kind, I even have them in a single place for reference. So if I ever want to return and bear in mind one thing from a guide or from an idea that I’ve discovered, it’s in a single place, and Notion offers me an ideal place to trace all of those. After which I may, like, simply discover them to share them, if I have to with my group 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 a giant fan of writing, you should use one other app referred to as Otter in your telephone to talk into your telephone and clarify, and it’ll transcribe it for you so then you possibly can put it in Notion. In order that’s sort of like the way you stated you employ it as a journal. That’s form of the best way I form of each day journal with it. And you then talked about you additionally use it to trace issues like targets, and I do too, however I’ve a sense you’re gonna have some ideas of higher ways in which I might be utilizing this to trace targets. So, do you construct templates for that or how do you map out after which maintain monitor of targets inside Notion?

Sandra: Yeah. So, monitoring of targets, I do OKR course of, which has been actually revolutionary for me personally, as a result of I at all times discovered SMART targets to be a bit of too bossy, if you’ll. I’m a insurgent at coronary heart. And so, the second somebody tells me what to do, I are inclined to do the alternative. 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 once you make the goals, the form of inspirational/aspirational issues that you simply’re making an attempt to do in your corporation or your life, the influence that you simply’re making an attempt to have, the main focus, and also you set these up first, abruptly having key outcomes, that are basically SMART targets, 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 capable of, you recognize, harness that energy. And so the best way my system is configured is I’ve goals and outcomes each in separate tables. After which I additionally am a giant fan of Charlie Gilkey, and the Productive Flourishing Academy. He has a guide referred to as “Begin Ending,” which if you happen to haven’t learn it or seen it, I extremely suggest it. It’s only a nice guide 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 find out how to really end the issues that we begin, proper? So, the best way I take advantage of the momentum planning methodology in Notion is, I’ve another tables, one’s for initiatives, which I consider as sort of just like the smaller steps to creating my key outcomes occur. After which I’ve a desk for actions or duties with a very micro stage. I have to, you recognize, replace this factor or analysis this factor, no matter, the duties I have to deal with. After which, to make it much more sturdy, I’ve yet one more desk that I take advantage of, which I name areas, which is supposed to be form of wheel of life, if you’ll. So, any form of part to my life that I wanna have an intentional observe round and chew with, I arrange within the areas.

And so it’s form of like having a purpose, however it takes off, like I stated, that point stress, in order that it’s simply, you recognize, periodically, I am going in and I take a look at these issues that matter to me, and I can sort of… You understand, 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, however it 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 take advantage of after the each day web page on a each day foundation. And so they’re referred to as the Right this moment Web page and The This Week Web page. And people mainly enable me to have, like I stated, time-based perspective on what it’s I’m making an attempt to create.

Katie: I really like that. I do know, like… I believe, OKR, I’m an enormous fan as properly. I’ll put a few of my favourite sources associated to understanding that within the shownotes. I believe it’s relevant to everybody. I do know it’s usually utilized in enterprise, however I believe 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 targets associated to that. And I additionally use it, like I stated, in my private life for private growth issues or new expertise I’m making an attempt to be taught and preserving monitor 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 take advantage of Notion, generally, are for preserving monitor of issues like Christmas present concepts or present 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 moderately than having to consider them, simply at the moment of the 12 months, additionally issues like home updates and initiatives issues I have to, like, work towards with that. And also you talked about additionally issues like well being metrics, which can be related to lots of people listening. How can we use Notion to maintain monitor of this stuff 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 recognize, I’m at all times very… I work with lots of novices and lots of proper mind form of artistic thoughts map kind individuals. And so I’ve a delicate spot for them. And I do know that saying the phrase working system shouldn’t be at all times engaging to everyone. However on the similar time, it’s only a approach of harnessing all that creativity and all these concepts you may have, and placing the knowledge 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 maintain monitor 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 sort of amused myself with is I arrange a complete desk that’s, like, I name them weekly quests. And it’s mainly a gamified model of preserving monitor of all of the issues that I don’t should do day by day however I have to do a number of occasions every week. And mainly the best way the desk works is I’ve a few formulation inbuilt in order that so long as I vacuum as soon as every week, I get a thumbs up and a very good 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 this stuff that I would in any other case procrastinate or simply really feel like, “Oh, I’m too drained, it might probably 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 wish 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 every other app. So, when it comes to, like, attending to a extra sensible reply to your query, one of many issues that I take advantage of or that I did at Notion this 12 months that was tremendous useful is we moved.

And so not solely did I’ve in there our lists of we had been on the lookout for in a home and, like, our supreme, you recognize, options and what had been the prerequisites, individuals saved monitor of the dialog, the realtor and, like, all the homes we visited, sort of like doing a professional con checklist on them. After which when it obtained time for the transfer, I did a complete stock. So I numbered all of the bins. After which once I packed a field, I simply made, like, a 3 phrase or a 3 sentence, only a actually fast… What am I making an attempt to say? Three phrase, there we go. Three phrase description of what went within the field. And so then I used to be capable of after we moved, and it’s like, okay, we want 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 sort 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 well worth the effort I put in to have the ability to monitor down, you recognize, no matter pot and pan and my spices come that first week after the transfer. In order that’s form of, like, a sensible approach that you may use an app like this to make your life simpler.

Katie: And one other factor we’ve talked about a bit of bit, however I wanna ensure we are saying explicitly is that as a result of Notion is an app, it has each desktop and telephone interfaces after which, in fact, they sync. And in order that’s been actually useful to me as a result of, as an example, like among the issues we’ve talked about, like meal planning, I can pull that up once I’m on the retailer. I can work on this stuff once I’m at an appointment with the youngsters or ready on the youngsters in an exercise as a result of my telephone is just about at all times with me. And so it’s tremendous handy that approach however then it’s simple additionally to work on a desktop once you’re organising a few of these greater initiatives and larger 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 a very good query. I’m out and in of it just about all day lengthy. I’ll say although, you recognize, I nonetheless maintain a paper journal once I’m on the telephone, oftentimes, as a result of I’m displaying any person else find out how 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 sort of undergo that checklist and ensure that all the things’s in Notion the best way I would like it to be and that, you recognize, I can maintain monitor of all of the little particulars and the nuances. So, I discover it to be a very fluid factor when it comes to, you recognize, some days I’m in there, like, actually virtually all day. Now granted, I’m a Notion guide in order that is smart. However even on days once I’m engaged on different issues or serving to any person with an internet site or different enterprise methods, I’m nonetheless out and in just about all day. And I might say the opposite two issues I’ll throw out, I really like that you simply talked about the net, desktop, telephone, and it really works on iPad very well. Actually, they’ve made lots 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 sort 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 understand, the most recent replace for iOS really has this factor referred to as widgets, which if individuals haven’t seen them or checked them out but, they’re actually cool. They mainly put little mini apps, if you’ll, proper in your telephone display. And the Notion widget is tremendous useful as a result of it might probably take, like, the primary few issues in your favorites. So, like, my favorites, the pages are each day, fast seize, and my immediately web page plus a number of others. And I even have that widget proper on my telephone in order that, you recognize, 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 smart actually simply and on the fly. So there’s a lot of, like, you recognize, you’re not locked into solely being in your browser, solely be in your desktop, you may have a lot of choices and methods to entry it that may make life simpler.

Katie: Superior. And also you talked about to start with, it is a tough factor to elucidate completely, 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 simply do assist individuals with and you’ve got an internet 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 sort of stroll us by means of the way you assist individuals with that and the sources you may have.

Sandra: Yeah, so for several types of purchasers 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 about up a bit of discussion board on my web site so if anyone’s involved in that sort of factor, they’ll let me know after which we are able to determine it out within the new 12 months. And the opposite factor I’ll throw out, you will discover Twitter at notionnerd and Instagram @notionnerd additionally. So one of the best ways to seek 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 data that’s, like, geared in direction of serving to households. And I really would like to have a workshop subsequent 12 months, particularly with that as a goal. So I’ll put in a bit of factor that if that’s of curiosity to anyone, they’ll enroll and let me know. Predominant methods I work with individuals proper now could be by means of enterprise teaching and methods help. And so, generally individuals are available in 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 sort of slower burn, if you’ll. So we do a 3 to 6 months strategy to dig into the totally different methods they’ve of their enterprise and streamline issues, join all of the dots. Like, simply this morning, I used to be serving to a shopper join their Google calendar with their iCloud, with their Macbook, with their telephone, like, all these little doodads go collectively. And so Notion is form of like one piece of the puzzle for me, however it spine of the methods I arrange. So, once more, you will discover me on the internet at or on Twitter or Instagram at notionnerd.

Katie: Excellent. I’ll ensure 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 guide or numerous books which have had a dramatic influence in your life, and if that’s the case what they’re and why?

Sandra: Yeah. So, I’ve to say that one of the vital impactful books for me is “Getting Issues Executed,” which is form of a basic within the productiveness area. So, I discovered it most useful or most impactful within the sense that it taught me find out how to group, and categorize, and course of data in a approach that I hadn’t seen earlier than. And it got here out once I was fairly younger in my profession, I believe I used to be about 20 or so. So it simply hit me on the proper second to create what we’ve got now, which is, you recognize, database guide now for a few years. So, that was actually impactful. And clearly “Begin Ending” is sort of an ideal device now. I believe “Getting Issues Executed” is form of a basic, but in addition it was written 20 years in the past. So there’s some parts to it, the place our lives have simply modified a lot. And I believe “Begin Ending” does a greater job of addressing all the totally different avenues that our lives take and the way a lot data comes at us and simply form of managing the combination there. After which different books that, like, actually matter to me on a private stage had 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 this stuff. So it’s each taking a look at my life holistically, offers me a want to wanna manage it extra. In order that’s sort of how these two issues tie collectively for me.

Katie: Nice suggestions. I’ll ensure these are linked within the present notes as properly. I’m so glad I obtained to share extra about Notion immediately as a result of like I stated, 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 immediately. And hopefully shared a brand new useful resource with most of the individuals listening that may simplify their lives. However thanks on your time immediately and for all of the work you’re doing.

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

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

When you’re having fun with these interviews, would you please take two minutes to depart a ranking or evaluation on iTunes for me? Doing this helps extra individuals to seek out the podcast, which suggests much more mothers and households may benefit from the knowledge. I actually respect your time, and thanks as at all times for listening.

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