Getting organized with Notion

7/20/20 • 8 min read

This post was originally posted on July 21, 2020 on Sketchbook B. It’s reposted here as part of a project to move some of my favorite writing to my new site.

An “all-in-one workspace” with maximum flexibility

I’m a designer and a graduate student. I have a full-time job and family. One of my biggest challenges is keeping track of things — projects, tasks and ideas — as I bounce between all of my various roles.

Notion’s logo is a toy block… I just happened to have one at my desk.

I’ve used a variety of apps, but I always felt I was having to adapt my process to the way the software wanted me to work. Recently I discovered a service, Notion, that really works that way I want it to and it’s changed the way I organize myself as a writer, designer and a researcher.

Background

Years ago, I used Backpack, an app from 37 Signals (who changed their company name to just Basecamp). The app allowed you to collect information, links, to-do lists and research into pages in an intuitive, freeform way. I loved Backpack and was disappointed when they announced in 2012 they were discontinuing development of the product.*

Since I moved on from Backpack, I’ve tried lots of different apps and systems for tracking tasks, collecting research and organizing projects. Apps and services like Flow, Wunderlist, Todoist, Basecamp, Trello, Evernote and Apple Notes. (I’ve tried paper-based systems to keep track of tasks, too.) Many of the apps were powerful or full-featured, but none of them worked the way I wanted them to work.

Notion has been around since 2016, but I discovered the app recently when Scott McNulty (Random Trek, Vulcan Hello, The Incomparable) mentioned it on Twitter. Notion bills itself as an “all-in-one workspace,” able to handle tasks, notes and more. That’s a big claim, but after using it for a couple of months, I’m really impressed.

Using Notion

In Notion, you can design a structure that works for you. Pages consist of “blocks” which can contain a range of features — from simple items like text, images, bulleted lists and to-do lists to more complicated databases. You can arrange the blocks in any way you want. Just drag and drop them. Many aspects of the layouts can be customized, allowing the user to change text colors, header images and page layouts.

My 2020 theme page has my goals for the year.

Pages are arranged in the sidebar. You can group pages and link between them. The whole process is actually very similar to building pages in a drag-and-drop content management system like Squarespace. I’ve set up pages for my annual themes, my typeface projects, trip ideas, my thesis, things to purchase for my home office setup and more.

• Research. My primary function for Notion is research. Inspiration for projects. Articles that may be relevant for my thesis. Tutorials about a new technique for doing something in Glyphs. I can easily add a website link to a page and then write a note to myself about what it’s for. I have lots of ways to capture links like this, but Notion lets me easily capture links and organize them.
• Story ideas. Before Notion, my process for capturing story ideas for Sketchbook B involved starting a sheet in Ulysses, my writing app, with a couple of sentences about the topic. That worked okay, but I tended to lose track of ideas. Now, when I come up with a story idea, I add it to a database in Notion. I can set a target date, link to references, add tags. And when it’s done, I just check it off.
• Lightweight task management. I’ve often tried to use one task management app for all of my tasks. One central system for work, grad school, my blog, my type and family tasks. Recently I started using Microsoft To Do** for my office tasks, but wanted something else for tracking the other stuff. Notion fills that gap for me. I’m sure you could use Notion as part of a full GTD workflow, but that’s not how I’m using it. I’m just keeping simple to-do database and checking the items off as I complete them. It’s also nice to be able to attach a short to-do list to a PDF or a web link.
• Planning. I’m currently working on plans to rework and rerelease some of my type designs and I’m using Notion to organize my planning. I’ve captured marketing plans, website updates, rough timelines and a planning calendar. And I can pair those plans with their own set of task lists. It’s nice to have everything together in one place.
• Mobile. I access Notion from my Mac, iPad and iPhone. I expect this from all services now and only want to use services that I can access across all of my devices. The Notion apps on my mobile devices are pretty much just as powerful as the desktop access. The share sheets on iOS and iPadOS allow me to add links to any page or database.

My design and research projects now start in Notion. I’m still using Ulysses as my primary writing app and prefer its distraction-free writing environment. Zotero is the app I use to track the journal articles and references that will end up in my research papers. But all of my other note taking, research and personal task management is gathered in Notion.

I used Notion to plan the recent upgrade to a new Squarespace template.

Tips to getting started

Normally, I’m the type of person who skips all the onboarding steps and just starts using an app. I tried to do that with Notion, but I struggled to figure things out. I recommend watching the tutorial videos. They aren’t long and help you understand how to get the most out of Notion.

Once you have a good idea of how Notion works, start experimenting. See which features work for you. Notion offers a range of prebuilt templates, and exploring them helped me to understand how to build better pages.

Because Notion has so much flexibility, you can easily fall down the rabbit hole and spend too much time tweaking and adjusting your pages. My advice is to keep it simple at first, and work your way up to more complex layouts and databases.

Finally, don’t feel like you have to use everything. Notion has a ton of functionality that I’m not using including collaboration tools, third-party app integrations, guest users or even create public pages that anyone can visit.***

Pricing

Notion offers a free Personal plan that should work for most people. I just updated to the $4 a month Personal Pro that adds version history and unlimited guests. (Honestly, I could have stayed at the free level, but I wanted the version history AND I wanted to support a great product.)

If you are interested in using Notion with a design or project team, those plans start at $8 per user per month. I could see using Notion with not-for-profit boards, creative teams or with any team working remotely.

Improvements

Notion is updating their app regularly, adding features and improving the product. There are a couple of improvements I’d like to see. Their iOS apps are great, but sometimes, selecting and editing text can be challenging. I wish they had a web clipper for Safari on the Mac to make it as easy to add links on the Mac as it is on iOS.**** And I’d really like the option to archive old pages to get them off the sidebar without deleting them. But these are minor issues in an otherwise stellar app and I feel confident that the team is constantly working to improve them.

Final Thoughts

It’s amazing how quickly Notion has filled the spaces in my workflow. Because of Notion’s flexibility, I’m able to tailor it fit to my needs as a designer and as a grad student. It’s become my primary workspace for developing ideas, structuring research and organizing my life.

I’m happy with Notion and look forward to using it for years to come. If you need an app to help pull together the projects, tasks and ideas floating around in your head, give Notion a try.

* While Basecamp stopped developing Backpack, paying users can still access the app. Unfortunately, I gave up my subscription long ago.

** I used Wunderlist, which was purchased by Microsoft and turned into Microsoft To Do, which honestly, is a solid task manager, especially when it’s integrated with Outlook.

*** I’m thinking about using one of these public pages for ColaContent. And I could easily see using this product with a design team or for a research project.

**** Apple recently changed the rules for extensions in Safari. Hopefully, this will clear the way for a web clipper in Safari.

Bob Wertz writes about design, technology and pop culture at Sketchbook B. Bob is a Columbia, South Carolina-based designer, researcher, college instructor, husband and dad. He’s particularly obsessed with typography, the creative process and the tools we use to create.

It’s time to wear a mask

6/20/20 • 4 min read

This post was originally posted on June 21, 2020 on Sketchbook B. It’s reposted here as part of a project to move some of my favorite writing to my new site.

Wearing a mask is a simple way to prevent the spread of COVID-19

I’ve been working from home since March 13 because of the COVID-19 pandemic. And since March, I’ve been wearing a mask every time I go to the store, or pick up food from a restaurant. Four months of mask wearing. Here in South Carolina, unfortunately, our COVID-19 infection rate is rising. Despite that alarming increase, people still aren’t wearing masks.

Admittedly, initial guidance on whether we need to wear masks was muddled and confusing, but over the last few months, the consensus among health experts is clear: Wearing a mask helps prevent the spread of COVID-19.

If you are wearing masks when you go out, thank you. If not, here are a couple of tips for comfortably wearing a mask.

Masks for the whole family.

• Find a style that works for you. The first masks I wore were ones that I had in the garage for working in the yard. And yes, they were uncomfortable. I ordered reversible cloth masks for our whole family from our friend, Sally, and that’s been a much more comfortable solution for me. Find something that works for you. There are other face covering styles that may work better for your face, hairstyle or preference. We’ve purchased a few different styles of masks from Target. Finding something comfortable is the first step to wearing them regularly.
• Socially awkward. Accept that wearing a mask in public is awkward. You can’t communicate with facial expressions. You might feel a little silly, especially surrounded by people who aren’t wearing masks. It’s okay that it feels awkward, but it’s the right thing to do. I imagine that seatbelts once felt awkward. Now I don’t even back out of the driveway without my seatbelt on.
• Keep a couple of spare masks in your car. It’s easy to forget your mask when you leave the house. I keep a few one-time use masks in my car to use if I leave my mask at home. Having a backup means that you don’t have to worry when you run into a store.
• Only support businesses that require their staff to wear masks. When restaurants first started to close because of Coronavirus restrictions, I went out of my way to support local businesses. I didn’t want our favorite restaurants to close because of the pandemic and I felt like it was important to take care of our community. Now, I’m disappointed to see some of the restaurants I supported aren’t requiring their staff to wear masks. If I visit a restaurant or a store that isn’t taking my safety seriously, I’m going somewhere else. (To be honest, I’d rather store owners require everyone in the store to wear masks.)
• Why can’t things just go back to normal? I get it. We all want things to go back to normal. But COVID-19 is still a problem and things won’t be “normal” until we slow the spread of the disease.

The reality is that we’ll be wearing masks for the foreseeable future. When I return to the office in August, I’ll be wearing a mask. I’m taking a grad school class in the fall and I’ll be wearing a mask in class. In the midst of a pandemic, remember that wearing a mask is one way to protect the people we love and respect.

Bob Wertz writes about design, technology and pop culture at Sketchbook B. Bob is a Columbia, South Carolina-based designer, researcher, college instructor, husband and dad. He’s particularly obsessed with typography, the creative process and the tools we use to create. And he wears a mask to protect his community.