YouTube video summary

My Notion Note-Taking System

Thomas Frank
5 min summary

Key points

  • The Notion note-taking system uses notebooks, an inbox for quick capture, and a status dashboard as its core structure.
  • Each notebook is a database of notes with status and category fields, so notes can be filtered into custom views that mimic a two-level notebook hierarchy.
  • The inbox is meant for fast capture on desktop or mobile, and notes can be reviewed later and moved into the right notebook.
  • The status dashboard uses linked databases to show all open and urgent notes across notebooks without changing the parent databases.
  • New notebooks are created from a template block with preset filters and sorts, and the setup is designed to require little maintenance after the initial build.

Introduction and System Overview

  • The sponsorship fee for the video is being donated to the Black Lives Matter organization. 0s
  • Notion is a versatile application capable of text input and creating hierarchies of pages and folders, though transitioning to it as a primary note-taking tool can be challenging for long-term users of other platforms like Evernote. 10s
  • A note-taking system was developed in Notion to replicate preferred features from Evernote while utilizing Notion's unique capabilities. 42s
  • The system is designed for simplicity to ensure usability on both desktop and mobile devices, specifically addressing the limited horizontal space on an iPhone. 1m5s
  • The core components of the system include notebooks, an inbox for quick capture, and a status dashboard. 1m22s

Notebook Structure and Note Management

  • Notebooks are structured as databases containing multiple notes, each assigned a status and a category. 1m35s
  • Note statuses include "open," "archived," or "urgent," allowing users to sort and prioritize information based on current relevance. 1m45s
  • Custom views can be created to filter notes by category, providing a two-level hierarchy similar to the notebook stacks and notebooks found in Evernote. 2m6s
  • New notes can be created directly within a specific notebook database, where users can assign categories, set reminders, and attach files. 2m35s
  • The inbox serves as a quick capture tool for ideas, functioning with the same features as the notebooks but sorted by date updated by default. 2m58s
  • Notes captured in the inbox can be moved to their appropriate notebooks during a scheduled review period. 3m15s

Status Dashboard and Linked Databases

  • The status dashboard serves as a centralized location to view all open and urgent notes across every notebook in the system 0s.
  • The dashboard utilizes Notion’s linked database feature, which allows users to display and interact with the contents of a database from a different location 5s.
  • Editing or deleting rows and columns within a linked database directly affects the original parent database 15s.
  • Linked databases allow for custom views, filters, and sorting criteria that do not impact the configuration of the parent database 25s.
  • The status dashboard is configured to sort notes by urgency and then by the date they were last updated 35s.
  • The dashboard includes a filter to display notes that lack a category, allowing for easier organization and categorization of items 45s.

Template Configuration and Maintenance

  • New notebooks are created using a template block that automatically includes pre-configured filters, sorting criteria, and views 1m0s.
  • To organize notes within a new notebook, users can create category-based views by renaming categories and applying specific filters to those views 1m20s.
  • Additional sub-notebooks can be created by duplicating an existing category view and updating the filter criteria to match the new category 1m45s.
  • While the initial setup of each notebook requires manual effort, this process ensures the system maintains functionality for quick capture, sorting, and status dashboard updates 2m5s.
  • Once the initial set of notebooks is established, the need for creating new notebooks decreases significantly, requiring no further maintenance 2m15s.

Advanced Database Customization

  • Notion currently lacks the functionality to duplicate a linked database while simultaneously changing the source database it references, which prevents the direct copying of pre-configured filters and sorts 0s.
  • To create a linked database, the slash command is used to select the desired database, ensuring that any modifications to views, filters, columns, or sorts remain unique to that specific linked instance without affecting the original notebook 15s.
  • Modifying the actual content within a linked database will update the information in the original notebook 35s.
  • Unnecessary properties, such as "date created" and "files," can be removed from the view to streamline the interface 45s.
  • Creating an initial view before applying filters and sorts simplifies the process of duplicating those settings later 55s.
  • Filter groups allow for complex criteria, such as filtering for a status of "open" or "urgent," as well as identifying items where the category is empty to ensure proper organization 1m10s.
  • Sorting can be configured by status in descending order to prioritize "urgent" items, followed by a secondary sort based on the "date updated" in descending order 1m35s.
  • A "List View" can be created by duplicating the configured table view, which provides a layout optimized for mobile devices, allowing the original default table view to be deleted 1m45s.

Workflow and Accessibility

  • Once the system is established for a parent notebook, the workflow requires only the sorting of notes 2m5s.
  • The notes database is available as a template in the Notion template gallery 2m20s.
  • Adding the notes area and the inbox to the favorites bar in the sidebar provides quick access to all parent notebooks and subcategories 2m30s.
  • The inbox is designed for mobile use, allowing for quick entries while on the go that can be sorted and organized at a later time 2m55s.

Skillshare Sponsorship and Educational Resources

  • A Notion-based system is used to manage notes and a YouTube video tracker to improve content creation efficiency. 0s
  • Chrystopher Rhodes, who operates the YCimaging channel, offers a budget filmmaking class on Skillshare that provides techniques for maximizing modest gear and small budgets. 15s
  • The location scouting lesson in the Skillshare class teaches how to creatively utilize a single space to generate various shot angles and set designs. 45s
  • Skillshare provides access to thousands of classes covering diverse topics such as digital illustration, animation, personal finance, and productivity. 1m5s
  • Two productivity classes are available on Skillshare that focus on establishing productivity systems and building long-term habits. 1m15s
  • Skillshare membership plans start at less than 10 dollars per month, and the first 1,000 people to sign up via the provided link receive a two-month free trial. 1m25s
  • The entire sponsorship fee for the video is being donated to the Black Lives Matter organization to address systemic racism and injustice. 1m40s
  • The video series "Uncomfortable Conversations with a Black Man" by Emmanuel Acho is recommended as an educational resource regarding the daily realities of racism. 2m35s
  • A template for the note-taking system is provided in the video description for viewers to implement. 3m5s
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FAQ

Questions this
video answers.

It is a Notion setup built around notebooks, an inbox, and a status dashboard. The system stores notes in databases, uses status and category fields to organize them, and relies on linked database views to surface open and urgent items across the whole workspace.

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