Easily Build A Perfect Task Manager In Notion (2024)
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- čas přidán 26. 07. 2024
- Go from beginner to expert in just one video
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TEMPLATE & BLOG POST:
Notion is an amazing tool to manage your tasks, but it can be quite intimidating to get started. Should you use a template? Try things yourself? And what even makes a good task manager?
In this video, you'll learn how to build the perfect Task Manager in Notion for 2024. From setting up your databases to creating views all the way to building a powerful dashboard in Notion for daily use, you'll see how every step is done along the way.
You'll also learn Notion's most important features that make it so powerful. Relations, Formulas and Self-Referential Filters sound complicated, but once you've seen them in action and used them yourself, you'll quickly unlock a new level of Notion Mastery.
So, are you ready to build the perfect Task Manager in Notion?
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Chapters:
00:00 Intro
00:10 Set up Databases for your Task Manager in Notion
05:04 Your first Notion Task Manager Formula
07:35 How to get sub tasks for Task Manager in Notion
08:40 Time Tracking for Notion Task Manager
12:27 Integrate Task Manager with Morgen
15:38 Organise your Tasks with Projects in Notion
17:50 How to get dependencies in Notion Task Manager
20:25 Progress Bar for Task Manager in Notion
23:59 Show next task on Project
26:00 Creating Views for your Task Manager
33:43 Calendar View
34:55 Board and Kanban View
39:20 Set up Project Dashboard with Self-Referential Filter
44:30 Building a Dashboard for your Notion Task Manager
57:50 Update Task Manager in Notion for Team Use
01:00:30 Adding a Team Database to Task Manager
01:04:30 Outro
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Notion and the Notion logo are trademarks of Notion Labs, Inc., and are used here with permission.
Some of the links in this description are affiliate links that help support this channel 😇
Thank you for your great videos and explanations, Matthias! One thing I would add here to make it more consistent would be to change the status of the project to „in progress“ as soon as the project tasks become „in progress“, otherwise we would have a project with 66% progress and still not started 😅
Great point! ☺️
Thanks for this great walk-through and for showing how this task manager integrates into Morgen so perfectly!
Thanks for building this integration and for supporting the channel! 😇❤️
Thank you very much, I love how you explain the steps, I learned a lot. Blessings for you 😁
Oh thank you! Glad you enjoyed it 😍😍
This is such an amazing video for me to find. Clear instructions with explanations, well-paced, and very useful tips along the way. Many thanks for sharing Matthias.
Glad you found it helpful! 😇
The Next Task and Progress Bar formulas are so nice. I want to thank you for how clear the Chapters on your videos are. I actually messed up the formula for both (lolll) but was able to come back to this video and fix them quickly using your Chapters. Much appreciated!
Haha yeah they can be a bit tricky! Glad you were able to fix it ☺️💪🏻
This is such a rich tutorial, especially for beginners like me. It is rich and in-depth, with full step-by-step explanations and many cool tricks that I have never seen in other tutorial videos! Thank you so much for doing this! ❣❤👏👏
Oh I am so happy to hear that! Thank you for the kind words 😇
Loved this video, thank you! :)
Glad you liked it! 😍
Awesome stuff, thanks!
Glad you liked it! 😇
Thanks for a great video at a perfect time :)
I would love to see some more features to make it perfect:
1. using sprints
2. using it for small organization -- how to share limited content based on role and how to control it from multiple levels. By multiple levels, I mean, each member in organization hierarchy should have some controls depending on their role.
Video on sprints coming out soon actually 😎
Regarding the second point, that‘s unfortunately a tough nut to crack using Notion. In general, it’s best where information can be accessible to everyone since you currently need to split databases in order to have a secure separation between systems
Great stuff Mathias...so useful...your content has helped me take my productivity to a whole other level 🚀.
Can you expand on how to add a PAUSE feature for the time tracker?
Thanks!
Thanks!
In order to add a pause feature, you need to increase the complexity a fair bit.
Basically, you need to create a separate database and relate it to tasks. Change the buttons to create a new entry in that database with a start time (and one to stop / pause it)
Then, create a formula to sum up all the connected time entries for the task to calculate the total time spent
Your content is truly great. I have been copying the links into notion, watching them from inside the app and it is helping my notion knowledge develop really well. I have a clear goal in mind with what I am wanting to achieve with Notion. Thank you for what you are putting out there. It is the best on youtube for what I need.
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Really thank you, I was struggling for a month and a half before finding your channel!
Oh I am so happy to hear that! 😇
Is there anything in particular that you‘d love to see next?
Formula for progress in the projects DB is:
prop("Tasks").filter(current.prop("Archive?")=="Done").length().divide(prop("Tasks").length()).multiply(100).round().divide(100)
Thanks 😇
Hey Matthias, great video! I just wanted to ask if you know any way of deploying version updates to your customers for the templates you have sold?
Unfortunately no - you’d need to re-download and migrate in these cases
I love your videos! Thanks so much. I am wondering if you put tasks onto a calendar that you add, will it also add it to your main notion calendar? As in if you have multiple calendars for multiple projects, will it conglomerate them into your one main calendar?
If you use one and the same database, then yes 💪🏻😎 the other instances would just be filtered views. If you‘re not yet familiar with that concept, I recommend you check out this video:
czcams.com/video/ivQ_9-gn1iI/video.html
Great video. I have created the time tracking exactly as you have and to get around the scenario where you might need to stop and start a task I decided to create a sub task which has the buttons already set up. However, my tasks are related to projects and when I create the sub task it does not relate the sub task to the project the task is related to. I would have thought it should be as I want to roll up all the minutes. Can i achieve what I am trying to do? Seems a nice way of achieving this, does away with the need for a time entries database. Also could I have a button withing the task to create a sub task?
Love the days remaining detail! Is there a way to not count weekends (Remaining business days from Mon - Fri )?
dateBetween(prop("Due"),now(),"days")-(dateBetween(prop("Due"),now(),"weeks")+1)*2+1
This works as long as the due dates are set on weekdays. Not sure why value goes -1 when due dates are set to Saturday. This bug does not bother me again as my due dates are only on weekdays (Mon - Fri). Open to hearing other ideas! Thanks
Yeah doing that can be quite complex depending on the amount of edge cases you want to handle 😅
Hi is there a way to add these sub-items as a template? im building a workflow and would like these subitems to automatically be included with each task
You would need to do that via database automations if you have a specific trigger on a status for them or if not via buttons to load in manually upon pressing.
You can’t create them through a template, since you can’t create other entries through that
Hi, How can I set up this progress bar for tasks without subtask? Some tasks have subtasks and some tasks not. So if I have task without subtasks I want to see 100 % after checked too. Or if I have tasks with subtasks I want to see 100 % after checked last subtask. How to connect it?
You can use an if statement 💪🏻
Filter of the child being empty to either just look at the parent or at both items ☺️
When I get to the stage to add a "New Task for Today" button, I don't have the option to set the due date to Now or Today, only have the option to pick a date. Any thoughts on why I don't have those options available to me?
There seems to be a bug going on with Notion atm - hopefully resolved soon 😇
When creating the progress bar, is there a way to include the subtasks into the percentage under the main task. I know you can add the subtasks into the tasks column manually, but in that case, when you check off all your subtasks it should read as 100%, but of course it wont read 100% unless you check off the head task itself. Does that make sense?
Zoom your screen
Ah yeah, trying to balance overall overview with details so thanks for letting me know you’d need more details 😇💪🏻