Notion is a fantastic tool that can organize and streamline both your business operations and your personal or family life. Below, you can find some re-usable templates I’ve created for myself and others. And if you’re interested in custom templates, I offer consulting sessions, where I can help get you setup with customized tools and frameworks within Notion, so you can run your life better.
The Daily Todo Template is based on a Notion page I open every day, multiple times a day. I put everything from personal tasks to business tasks here. It’s a well organized checklist system that has replaced and surpassed every other todo list tool I’ve ever used.
The Weekly Planner Template is an alternative to the Daily Todo Template, providing a single page for each week, with checklist sections for each day of the week. If you prefer having a simple one page overview of your todo list this week, then checkout the Weekly Planner Template.
There are some tasks that only need to be done once each month, but they do need to be done every month. One great example is updating your budget. The Monthly Tasks Template is a simple checklist system for tracking these tasks. Use it conjunction with the Daily Todo Template .
Having learned about and used OKRs at my previous company, I decided to apply these to my personal life. The Personal OKRs Template is a yearly goal tracker for all aspects of my life: personal, family, and business. I update mine once a month, as part of my Monthly Tasks Template.
When I have a significant feature for a product or service, I create a new item in my Business Planning Template. Individual task pages within the database are great for higher level tracking of features that require many steps to be completed. Checklists and notes go into the each task page, while the planning database keeps track of overall status. For example, creating this page that you are currently reading was a checklist item within a task page, inside my own “Streamhacker TODO” database. I often pull specific items from task pages into my Daily Todo Template. Try using the Business Planning Template for your business or website.Daily Todo TemplateWeekly Planner TemplateMonthly Tasks TemplateBusiness Planning TemplatePersonal OKRs Template
Do you want help setting up and customizing Notion for your specific needs?
Would you like a specialized consult to figure out how to effective use of Notion might be able to simplify and optimize your business and personal/family life?
Contact us about booking a consult, where we can cover topics like:
- Your specific needs and use cases
- How you’re currently using Notion
- What other tools you’re using, and if Notion might integrate with them, or perhaps even replace them
- What you want to get from Notion
- What customizations and automations might make your life easier
- Effective use of Notion AI
Depending on how things go, we might even be able to create a new template for you in real-time.
While I’m a big fan of Notion, I am not trying to sell you on them. My goal for the consult is to help discover better tools and workflows for you. Notion may or may not be part of that.
When the call is over, I want you to have a clear idea for how you can save time and make your life easier, with powerful tools to support your needs.