Notion

How to Collaborate on Notion

Spencer LanoueSpencer Lanoue
Notion

Collaboration is a beautiful thing, especially when it comes to productivity apps like Notion. You might think of Notion as just a note-taking tool, but it's so much more than that. It's a platform where you can plan, write, organize. Most importantly, work together with others in real-time. This piece will take you through the ins and outs of collaborating on Notion, with tips and tricks to make the most of your teamwork efforts.

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Getting Your Team on Board

First things first, let's get everyone together. In Notion, collaboration starts with inviting people to your workspace. Whether you're working with a small team or a large organization, the process is straightforward. Simply go to the "Share" button at the top right of your page, enter the email addresses of the people you want to invite, and send those invites on their way. Easy, right?

Once your teammates accept the invite, they'll have access to the workspace. But here's a little tip: Notion lets you set different levels of access for different people. So, if you want someone to just view the content without making any changes, you can do that. If you want another person to have full editing rights, that's also an option. It's all about control and ensuring that everyone has the level of access they need.

Creating Shared Pages

Now that your team is ready to collaborate, it's time to create shared pages. Think of these pages as your communal whiteboards where everyone can contribute ideas, notes, or plans. Creating a shared page is as simple as hitting the "New Page" button, but the magic happens when you start customizing it.

One fun feature is the ability to add different content types like text, images, tables, and even databases. Not only does this make your pages more engaging, but it also makes them more functional. Want to track project progress? Add a table. Need to brainstorm ideas? Throw in some text blocks. The possibilities are endless.

Tagging and Mentioning Team Members

Communication is key in any collaboration. This is why Notion's tagging and mentioning features are so handy. When you're working on a page and want to get someone's attention, just type "@" followed by their name. This sends a notification to the mentioned person, ensuring they see your comment or question.

This feature is particularly useful for assigning tasks or asking for feedback. It keeps the conversation organized and makes sure nothing slips through the cracks. Plus, it's a great way to keep the dialogue open and ongoing, even if your team is spread across different time zones.

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Using Comments for Feedback

Feedback is a crucial part of collaboration. Notion makes it easy to give and receive it. With the comment feature, you can add notes or suggestions to any part of a page without altering the original content. This is particularly useful when you want to keep the main document clean while still allowing for input.

To add a comment, simply highlight the text you want to comment on, and a little speech bubble icon will appear. Click on it, type your comment, and hit "Enter." Your teammates will be able to see your feedback and respond directly, creating a threaded conversation that keeps everything neat and tidy.

Managing Projects with Databases

If you're working on a project with multiple moving parts, databases are your new best friend. In Notion, databases can be customized to track anything from tasks and deadlines to team members and resources. This is where things get really powerful.

Start by creating a new database and then customize it to suit your needs. You can add different views like tables, boards, calendars, or lists, depending on what works best for your project. Then, add properties like tags, dates, or checkboxes to keep everything organized. It's like having a project management tool built right into your workspace.

Databases also allow you to filter and sort information, making it easy to find what you're looking for. Plus, you can link databases to other pages, creating a web of interconnected information that's both accessible and easy to navigate.

Real-Time Editing and Updates

One of the great things about Notion is that it allows for real-time collaboration. This means that multiple people can work on the same page at the same time, and everyone will see the changes instantly. It's like having a live document that evolves as you work.

This feature is particularly useful for team meetings or brainstorming sessions. Everyone can contribute ideas or notes, and the page becomes a living document that captures the essence of your collaboration. Plus, it reduces the need for endless email chains or back-and-forth messages, saving time and keeping everyone on the same page.

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Managing Permissions and Roles

As your team grows, managing permissions becomes increasingly important. Notion offers a range of roles and permissions to keep everything under control. You can set permissions at the page level, allowing you to control who can view, comment, or edit each page.

This is particularly useful for sensitive information or projects that require a certain level of confidentiality. By setting the right permissions, you can ensure that only the right people have access to the right information. It's all about maintaining control while still fostering a collaborative environment.

Integrating Other Tools with Notion

Notion is pretty powerful on its own, but it also plays well with others. By integrating other tools, you can enhance your collaboration efforts even further. Whether it's bringing in data from Google Sheets or syncing tasks with Trello, integrations provide a seamless workflow.

Setting up integrations is usually straightforward. Most tools offer direct integrations with Notion. For those that don't, there are workarounds using services like Zapier. These integrations streamline your work process, allowing you to access everything you need from one place.

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Customizing Your Workspace for Better Collaboration

Finally, let's talk about customization. Notion is incredibly flexible, allowing you to tailor your workspace to fit your team's unique needs. From custom templates to personalized dashboards, the options are endless.

One way to enhance collaboration is by creating templates for recurring tasks or projects. This not only saves time but also ensures consistency across your team's work. You can also create dashboards that consolidate everything your team needs in one place, making it easier to track progress and stay organized.

Customization is all about making Notion work for you. By taking the time to set up your workspace just right, you'll create an environment that fosters productivity and collaboration.

Final Thoughts

Collaborating on Notion offers a powerful way to bring your team together, streamline projects, and keep everyone on the same page. Whether you're coordinating a small project or managing a large team, the flexibility and features of Notion make it an ideal choice. If you're looking for another way to boost productivity, consider using Spell. We've embedded AI into document editing, so you can produce high-quality work together, faster and more efficiently.

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.