Notion

How to Archive in Notion

Spencer LanoueSpencer Lanoue
Notion

Notion has become a go-to tool for organizing everything from work projects to personal to-do lists. But as your Notion workspace grows, it can get a little cluttered. That's where archiving comes in handy. Archiving in Notion helps you keep your workspace neat and organized without losing valuable information. Let's walk through how to effectively archive in Notion, making your workspace a more efficient place to be.

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Why Archiving Matters in Notion

First off, why should you bother archiving anything? Well, think of archiving as putting those old photo albums in the attic. You don't need them every day, but they're too precious to throw away. In Notion, archiving allows you to declutter your workspace without losing access to important information. This can be especially useful for projects that are completed or on hold. By archiving, you can focus on what really matters right now while still being able to access past projects if you need to reference them later.

Archiving also helps improve your productivity. A cluttered workspace can be distracting, making it hard to focus on the tasks at hand. When your workspace is organized, you can navigate it more efficiently, saving you time and energy. If you're a fan of keeping things tidy, you'll appreciate the peace of mind that comes with a well-organized Notion workspace.

Creating an Archive Page

To start archiving, you'll first need to set up an archive page in Notion. Think of this as your virtual attic where all your old but important stuff goes. Here's how you can create one:

  • Open your Notion workspace.
  • Click on the New Page button in the sidebar.
  • Name this new page something like "Archive" or "Past Projects."
  • Add a brief description if you want. For instance, "This page contains all archived projects and documents for future reference."

Once you've created your archive page, you can start moving items you want to archive. It's a good idea to categorize them for easier navigation. For example, you might have categories like "Old Work Projects," "Completed Personal Goals," or "Past Meeting Notes."

Moving Items to the Archive

Now that you've set up your archive page, it's time to start moving items over. The process of moving items in Notion is pretty straightforward. You can drag and drop items into your archive page or use the move feature. Here's how you can do it:

  • Identify the page or item you want to archive.
  • Click on the three dots next to the item name to open the menu.
  • Select Move To from the dropdown menu.
  • Choose your archive page from the list of destinations.

And that's it. The item will now reside safely in your archive page, out of the way but easily accessible when you need it. This method is especially useful for pages that you no longer need on a daily basis but might want to revisit someday.

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Using Tags for Easy Retrieval

Tags can be a lifesaver when it comes to finding archived items. By tagging your documents, you create a mini-catalog within your archive. Here's how you can make the most of tags in Notion:

  • Open the page you want to tag.
  • Add a new property by clicking Add a Property.
  • Select the Tags option.
  • Start adding relevant tags like "2023," "Client XYZ," or "Completed."

Once you have tagged your items, you can easily search for them using Notion's search bar. This is particularly handy if you have a large archive with lots of different documents and projects. It's like having a search engine for your archived files, making it that much easier to find what you need, when you need it.

Regularly Reviewing Your Archive

Okay, so you've archived a bunch of stuff. Now what? Well, like any good attic, your archive needs a good spring cleaning every so often. Regular reviews of your archive can help you stay organized and ensure that you don't archive things you never need to see again.

Consider setting a monthly or quarterly reminder to review your archive. During this review, you can decide if any items can be permanently deleted or if some should be brought back into your active workspace. This keeps your archive relevant and useful, rather than a dumping ground for forgotten files.

One way to make this process smoother is by using Spell. While it's primarily an AI-driven document editor, Spell can help you organize and refine documents before you archive them, making sure everything is clear and tidy. This can save you time during your review process by reducing clutter before it even reaches the archive.

Automating Archiving with Notion Features

Did you know Notion offers features that can automate your archiving tasks? Yes. Automation can be a real time-saver, especially if you're archiving similar types of items frequently. Here's how you can set it up:

  • Use Notion's database filters to automatically move completed tasks to your archive page.
  • Set up date-based triggers. For instance, use a filter to archive tasks that are more than a month old.
  • Employ Notion's formula capabilities to create a system that automatically flags items for archiving when they meet certain criteria.

Automating these tasks can make the archiving process almost effortless. It frees up your time to focus on more pressing matters, plus it ensures that nothing gets missed. While Notion is great for this, Spell can also help by refining your documents before you even get to the archiving stage. You can use its AI capabilities to draft and edit documents quickly, allowing you to focus more on organization and less on manual work.

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Tips for Maintaining a Clean Workspace

Archiving is only part of the equation when it comes to maintaining a clean and efficient workspace. Here are some tips to help you keep your Notion environment organized and clutter-free:

  • Regularly review your active projects and move completed ones to the archive.
  • Use templates to maintain consistency in your workspace, making it easier to identify what should be archived.
  • Implement a color-coding system for different types of projects or tasks.
  • Create a "Pending Archive" section where you can temporarily store items you're unsure about archiving.

Remember, the goal is to make your workspace a place where you can easily find and focus on what's important. A little organization goes a long way, and with tools like Notion and Spell, you can maintain a clean and efficient workspace without breaking a sweat.

Sharing Archived Items with Team Members

Sometimes, you might need to share archived items with team members or collaborators. Notion makes this easy with its sharing functionalities. Here's how you can do it:

  • Open your archive page and select the item you want to share.
  • Click on the Share button located at the top right corner.
  • Add the email addresses of the people you want to share it with, or generate a shareable link.

Sharing archived items can be a great way to provide context for new team members or to revisit past projects during team meetings. Plus, it's always nice to have a record of past achievements that everyone can access if needed.

And if you're using Spell, sharing becomes even more seamless. Spell allows real-time collaboration, so team members can jump in and make edits or suggestions directly. This makes teamwork more efficient and keeps everyone on the same page, literally and figuratively.

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When to Delete Instead of Archive

Archiving is great, but sometimes you just need to let things go. If you come across items that are truly obsolete or irrelevant, it might be time to hit the delete button. Here are some scenarios when deleting makes more sense than archiving:

  • The information is outdated and has no future reference value.
  • You've archived similar items multiple times, and they don't add any new insights.
  • The item is part of a project that was cancelled or never completed.

Deleting can be a bit daunting, especially if you're worried about losing something valuable. But remember, the goal is to keep your workspace functional and efficient. If something doesn't serve a purpose anymore, it's okay to let it go.

Interestingly enough, Spell can help you determine the value of a document before you make that decision. By generating a quick draft or summary, you can decide if the content is worth archiving or if it's better off in the trash.

Final Thoughts

Archiving in Notion is a fantastic way to keep your workspace organized and efficient. By creating an archive page, moving items strategically, and using tags, you can maintain a clean and functional workspace. And don't forget the benefits of using tools like Spell. It can refine your documents before archiving and make collaboration a breeze. So go ahead, give your Notion workspace a little spring cleaning. You'll be amazed at how much more productive you can be!

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.

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