Notion

How to Use Notion as a Daily Planner

Spencer LanoueSpencer Lanoue
Notion

Notion has rapidly become a favorite tool for organizing everything from work projects to personal hobbies. But did you know you can also use it as an effective daily planner? This article will show you how to transform Notion into your go-to planner, making your days more organized and your tasks more manageable.

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Why Choose Notion for Daily Planning?

First off, why should you even consider using Notion as a daily planner? Well, picture this. You've got sticky notes scattered across your desk, a calendar app on your phone, and a to-do list buried somewhere in your email. It's chaos, right? Notion brings all these elements into one place, helping you streamline your planning process. With its customizable interface, you can design a planner that fits your unique needs. Whether you're a fan of bullet journaling or prefer a classic calendar view, Notion has the flexibility to accommodate your style.

Unlike traditional planners, Notion isn't just about listing tasks. It's about connecting your tasks with your notes, documents, and even databases. This interconnectedness is a game-changer for anyone who juggles multiple projects or wants to maintain a holistic view of their daily life.

  • Customizability: Tailor your planner to suit your preferences.
  • Integration: Connect your tasks with other notes and documents.
  • Accessibility: Access your planner from any device, anywhere.

Creating a Simple Daily Planner

Let's start with a straightforward daily planner. Open Notion and create a new page. Name it "Daily Planner" or whatever suits your fancy. This page will be the hub of your daily activities.

Now, you can start adding blocks. In Notion, everything is a block - text, images, to-do lists, etc. For a daily planner, you'll want to use a combination of text and to-do list blocks. Here's a simple setup to get you started:

  • Date Block: Start with a text block for the date. You can manually enter the date each day or use a template to auto-update it.
  • Task List: Add a to-do list block for your tasks. This can include work tasks, personal errands, or anything else you need to remember.
  • Notes: Include a section for notes. This is useful for jotting down quick thoughts, reminders, or anything that comes up throughout the day.

Feel free to adjust these blocks to fit your needs. Some people like to add blocks for meetings, deadlines, or even motivational quotes to start their day off on the right foot.

Using Templates for Efficiency

If you're not keen on setting up your planner from scratch every day, templates are your best friend. Notion allows you to create templates that you can use repeatedly. This feature is a major time-saver, especially if your daily structure is relatively consistent.

To create a template, set up your planner page with all the blocks you want. Then, in the top-right corner, click on the three dots and select "Template Button." This will let you save your current page layout as a template. The next time you need to plan your day, simply click the button, and your template will appear, ready to be filled out.

Templates are especially useful for recurring tasks or appointments. If every Monday includes a team meeting and a project deadline, just include these in your template, and you won't have to remember to add them each week.

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Adding a Calendar View

While a simple list works for some, others might prefer a calendar view to see tasks laid out chronologically. Luckily, Notion supports calendar views, which can be integrated into your daily planner.

To add a calendar, click on "Add a view" on your planner page and select "Calendar." This will allow you to see your tasks and events in a calendar format. You can drag and drop tasks onto specific days, making it easy to visualize your week or month at a glance.

Combining calendar and list views can provide a more comprehensive planning tool. Use the list view for detailed daily tasks and the calendar view to keep track of longer-term goals and deadlines. This dual approach ensures you're always on top of both daily and future commitments.

Incorporating Notes and Docs

One of Notion's strengths is its ability to integrate notes and documents directly into your planner. This feature is particularly beneficial for those who handle lots of information or need to refer back to notes frequently.

For each task or event, you can link a related note or document. For instance, if one of your tasks is to prepare a presentation, you can link your draft document directly to the task in your planner. This means you don't have to switch between apps or tabs to find what you need. Everything is right there in your planner.

If you're working on a report, for example, you can keep the draft document linked with your task list. This integration not only saves time but also keeps your workflow smooth and uninterrupted.

Tracking Progress with Databases

Another great feature of Notion is its database capabilities. If you're managing multiple projects or tasks, databases can help you track progress efficiently. You can create a database for your tasks and add properties like status, priority, or deadlines.

Once you have a database set up, you can create different views to see your tasks. A board view can show tasks by status (to-do, in progress, completed), while a table view can provide a detailed list of tasks with their properties.

Tracking progress in this way allows you to see at a glance what needs attention and what's on track. It's like having a project management tool built right into your daily planner.

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Using Notion with Spell for Enhanced Productivity

While Notion is fantastic on its own, pairing it with Spell can elevate your productivity. Spell is an AI document editor that can help you draft tasks, notes, and even full documents in seconds. Imagine needing to write a report or a memo. Instead of starting from scratch, Spell can generate a first draft for you, saving a ton of time.

With Spell, you can quickly edit your documents using natural language, which means less time formatting and more time focusing on what's important. Plus, its real-time collaboration feature allows you to work on documents seamlessly with your team, just like Notion.

Setting Reminders and Notifications

Even the most detailed planner can fall short if you forget to check it. That's where reminders and notifications come in. Notion allows you to set reminders for specific tasks, ensuring you never miss an important deadline.

To set a reminder, click on a date or time block in your planner and select "Remind" from the options. You can choose when you want to be reminded. Whether it's the day before or just an hour before the task is due.

These reminders can be synced with your email or phone notifications, so you get a nudge even if you're not actively looking at your planner. It's a simple addition, but it can make a big difference in ensuring you stay on top of your tasks.

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Collaborating with Others

If you're working in a team, collaboration is crucial. Notion allows multiple users to work on the same page, making it easy to share your planner and tasks with colleagues. You can assign tasks to team members, leave comments, and even tag people in notes or tasks to keep everyone in the loop.

This collaborative feature is particularly useful for project management. You can create a shared planner for the team, assign roles and deadlines, and track progress collectively. Everyone can update their parts, ensuring the entire team is aligned and aware of the project's status.

If you're looking to enhance this experience, Spell also offers real-time collaboration in document editing, making the transition between planning and execution even smoother. You can draft and refine documents together in Spell, reducing the time spent on back-and-forth emails or meetings.

Personalizing Your Planner

Last but not least, personalization. Your planner should reflect your personality and style. Notion allows you to customize the look and feel of your planner with different colors, fonts, and icons. You can even add cover images to your planner pages for a bit of flair.

These personal touches not only make your planner more visually appealing but also make it more motivating to use. When you enjoy looking at your planner, you're more likely to keep it updated and refer to it throughout the day.

Consider adding motivational quotes, images, or even a daily gratitude list to make your planner a positive space. It's your planner, after all. Make it something you love to look at and use every day.

Final Thoughts

Transforming Notion into your daily planner can streamline your organization and help you manage tasks more effectively. By combining task lists, calendars, and notes, you create a system that works for your lifestyle. And when paired with Spell, you can enhance your productivity even further by drafting and editing documents faster. Together, these tools can help you tackle your day with ease and efficiency.

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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