Notion

How to Make a Flowchart in Notion

Spencer LanoueSpencer Lanoue
Notion

Flowcharts are a fantastic way to visualize complex processes, decision trees, or workflows. They simplify information and make it more digestible. This is why they're so popular in both educational and professional settings. Notion, a versatile productivity tool, offers a unique way to create these visual aids, though it might not seem obvious at first. Let's dive into how you can craft your own flowcharts in Notion, ensuring your ideas or processes are both clear and visually appealing.

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Why Use Notion for Flowcharts?

Notion might not be the first tool that comes to mind when you think of flowcharts, but it has some distinct advantages. First off, its versatility. Notion isn't just a note-taking app' it's a full-fledged organizational tool. You can seamlessly integrate your flowcharts with your other Notion pages, databases, and notes, keeping everything in one place. This integration is invaluable for those who like to keep their work streamlined and accessible.

Another significant advantage is collaboration. Notion's real-time collaboration features mean that teams can work on the same flowchart simultaneously, making it perfect for brainstorming sessions or project planning. Plus, it's available across devices, so you can access and edit your flowcharts from anywhere. While Notion doesn't have a native flowchart tool, you can use blocks creatively to create visually appealing and functional flowcharts.

Lastly, Notion's aesthetic is hard to beat. If you appreciate a clean, minimalistic design, you'll love how your flowcharts look in Notion. The tool's simplicity doesn't compromise functionality, making it an excellent choice for those who need both beauty and brains in their workflow tools.

Getting Started with Basic Blocks

Creating a flowchart in Notion starts with understanding its building blocks. In Notion, everything is a block. From text to images to databases. For a flowchart, you'll primarily use text blocks, toggle blocks, and maybe a few others like headings or dividers, depending on your chart's complexity.

  • Text Blocks: These are your primary tool for adding steps or nodes in your flowchart. You can format text blocks with bullet points to organize information hierarchically.
  • Toggle Blocks: These are handy for hiding or showing additional information, which is great for complex flowcharts where you might not want to show every detail at once.
  • Headings and Dividers: Use headings for main steps or sections of your flowchart, and dividers to separate different parts of the process for clarity.

To create a block, simply type / in Notion, and a menu of block options will appear. Select the type of block you need, and you're on your way!

Creating a Simple Flowchart

Let's say you're mapping out a simple decision-making process. Start by creating a new page in Notion and adding a title. Begin with a heading for the flowchart's main topic or question. Below, use text blocks for each step or decision point in your process. For example:

# Should I Make a Flowchart?

- Start
  - Do you have a complex process to visualize?
    - Yes
      - Use a Flowchart
    - No
      - Consider other tools

This is a basic example, but it shows how text blocks can form the backbone of a simple flowchart in Notion. You can nest bullet points to show different branches or outcomes, creating a visual hierarchy that mimics a flowchart's structure.

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Adding More Detail with Toggle Blocks

Toggle blocks are a nifty feature of Notion that can keep your flowchart clean and organized. They allow you to hide details until you need them, which can be particularly useful for complex processes with many steps.

To use a toggle block, type /toggle and then add your content. For example, in a hiring process flowchart, you might have a toggle for each stage of the interview process:

- Interview Process
  - **Phone Screening**
    - **Details:**
      - Use a toggle block to hide or reveal the interview questions.
  - In-Person Interview
    - **Details:**
      - Another toggle block can be used for the list of interviewers and topics.

This approach keeps your flowchart tidy while still providing all the necessary information at the click of a toggle. It's a great way to manage information overload and make your flowchart user-friendly.

Incorporating Visuals with Emojis and Icons

While Notion doesn't support graphical shapes like traditional flowchart tools, you can use emojis and icons to add a visual element to your flowcharts. These can act as symbols to represent different actions or decisions, making your flowchart more intuitive.

For instance, use a checkmark emoji to represent a completed step or a question mark for a decision point. You can easily add emojis by typing : followed by the emoji name or selecting from the emoji picker. Here's how you might incorporate them:

- üìû Phone Screening
  - ‚úÖ Completed
  - ‚ùì Decision Point: Move to in-person interview?

This method adds a touch of personality and clarity to your flowchart, helping users quickly identify the type of action or decision represented by each step.

Integrating Notion with External Diagram Tools

For those who want more intricate flowchart designs, integrating Notion with external tools like Lucidchart, Miro, or Draw.io can be a game-changer. These tools offer robust shape libraries and design features that Notion lacks. You can create detailed flowcharts using these platforms and then embed them into your Notion page.

To do this, create your flowchart in the external tool of your choice and generate a shareable link or export an image file. In Notion, create an embed block by typing /embed and pasting your link, or upload the image file directly.

This integration allows you to enjoy the best of both worlds: Notion's organizational power and the advanced design capabilities of specialized diagram tools. It's perfect for teams that need detailed flowcharts integrated into their workflow without leaving Notion.

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Collaborating on Flowcharts in Notion

One of Notion's standout features is its real-time collaboration capabilities. Whether you're working with a small team or a large organization, Notion makes it easy to collaborate on flowcharts. You can share your Notion page with team members, assign tasks, and track changes. All from within the app.

To invite collaborators, click on "Share" at the top right of your Notion page and enter their email addresses. You can set their permissions to view, comment, or edit, depending on what kind of access you want to provide. This flexibility is great for managing who can make changes to your flowchart.

As team members work together on a flowchart, you can see their updates in real time, reducing the back-and-forth typically required when working on shared documents. This feature is especially useful for remote teams or those with members in different locations, ensuring everyone stays on the same page.

Using Templates for Faster Flowchart Creation

If you're pressed for time or need to create flowcharts frequently, templates can be a lifesaver. Notion offers a variety of templates that you can customize to fit your needs. While Notion's native templates might not include flowcharts, you can find community-created templates online or create your own.

To use a template, simply duplicate a page and modify it to suit your specific requirements. This approach is particularly useful for recurring processes like onboarding, project planning, or any other workflow you frequently map out.

Creating a custom template involves setting up a flowchart page with all the necessary headings, blocks, and formatting. Once you're satisfied with the layout, duplicate the page whenever you need to create a new flowchart. This can significantly speed up your flowchart creation, allowing you to focus more on content and less on design.

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Enhancing Your Workflow with Spell

While Notion is fantastic for creating flowcharts, sometimes you need to generate content or refine your ideas quickly. That's where Spell can be incredibly beneficial. Imagine having the ability to draft text for your flowchart nodes or decision points in seconds. Spell's AI-driven features allow you to go from a blank page to a polished draft much faster than manually typing everything out.

Additionally, when collaborating on flowcharts, Spell can help streamline communication. If team members need to provide feedback or suggest edits, Spell's natural language editing capabilities can make the process smoother and more intuitive. It's like having an AI assistant that works alongside you, allowing you to focus on the bigger picture while it handles the details.

Final Touches: Formatting and Styling

Once your flowchart is complete, it's time to focus on formatting and styling to ensure it's as clear and professional as possible. Use Notion's formatting options to adjust text size, color, and style. This can help differentiate between different levels of information or highlight important steps in your process.

Consider using color coding to signify different sections or types of actions within your flowchart. For example, you might use one color for decision points and another for completed tasks. This visual distinction can make your flowchart easier to read and understand at a glance.

Remember, the goal is to make your flowchart not only informative but also visually appealing. A well-formatted flowchart can communicate complex information more effectively, ensuring your audience can follow along with ease.

Final Thoughts

Creating flowcharts in Notion might take a little creativity, but it's well worth the effort for the seamless integration it offers with your other notes and projects. Notion's flexibility means you can adapt your flowcharts as your needs evolve. And with Spell, you can draft and refine content swiftly, making the whole process even more efficient. Whether you're mapping out a project plan or visualizing a decision tree, Notion and Spell together offer a powerful toolkit for bringing your ideas to life.

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.