The way to Use Notion for Group and Productiveness With Sandra Halling

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Katie: Whats up, and welcome to “The Wellness Mama Podcast.” I’m Katie from and That’s wellness with an E on the top, my new line of non-public care merchandise. You’ll want to verify them out. This episode is all about one of many instruments I take advantage of to remain productive and arranged, and that I really feel is an especially precious instrument. And I additionally really feel like I’m not utilizing it in addition to I may very well be. It’s referred to as Notion, and it’s an app that can be utilized on telephone or desktop. It integrates with each. And there appear to be infinite methods of utilizing it. I’m certainly not an skilled. So I’m right here with the programs skilled, Sandra Halling, who’s a enterprise strategist and system consultants, who loves the technological facet. She’s been doing completely different types of this for 20 years. And now she brings her company expertise and her strategic considering to assist small companies and entrepreneurs and people at implementing Notion and the way to use that to create a framework that helps her private life. She focuses on group and he or she guides her purchasers by way of creating private {and professional} initiatives inside Notion. And we go into a few of these ways in which she does this at the moment. And it is extremely a lot a visible factor. So we speak by way of as a lot as we are able to simply verbally right here, however she’s additionally gonna have a hyperlink within the present notes at, that may take you to her website and to some extra visuals on the way to truly implement this in addition to she is likely to be keen to do a mixed course for mothers and households of the way to use this particularly for these associated matters. So, once more, I discover this a really, very useful instrument however I’m certainly not an skilled at utilizing it and I needed to herald Sandra at the moment to go deeper on Notion. Sandra, welcome. Thanks for being right here.

Sandra: Hello. Thanks, Katie.

Katie: I’m so excited to talk with you and be taught from you at the moment. One of many matters that’s at all times arising once I ask the listeners what they need me to speak extra about is issues like group and productiveness. And an app that I’ve been most likely not even effectively utilizing, that has made my life a lot simpler is named Notion. And I really feel like I’ve a ton of room for enchancment in how I take advantage of it. And I additionally really feel like that is an incredible instrument that’s not tremendous well-known but, particularly amongst mothers. And I believe it may be completely unimaginable. So, to begin with, I do know that you’re an skilled on this, which is why I used to be so completely happy to talk with you at the moment however stroll us by way of on a really broad degree what Notion is.

Sandra: Okay. So, Notion at its core is type of like a database. However I say that phrase, and typically folks run for the hills. So simply know that, once you’re first diving into it, it’s actually like….. It’s a no code utility, which implies it’s very straightforward to arrange and configure. And it’s meant to do every part beneath the solar from deal with notes, and duties, to collaboration. And one of many lovely issues about Notion is that you would be able to cross-reference and sync knowledge from all areas of your life to all different areas. In order that signifies that it’s very versatile with regards to designing your personal private dashboard that is smart to you and the best way you need to run your loved ones, run your life, run your enterprise, and so forth.

Katie: Yeah, I really feel like I’m solely starting to barely scratch the floor of understanding what number of makes use of it has. And I take advantage of it for enterprise and likewise for type of family administration and simply protecting observe of every part I have to do in my very own life in addition to, like, long-term objective monitoring. I observe one thing referred to as OKRs or goals and key outcomes for each enterprise and private, and I hold all of these issues in Notion. However I do know earlier than we began recording, you talked about a very good level, which is that there’s a studying curve with regards to Notion. And I believe anytime we’re speaking, like, excessive degree group, it may well appear overwhelming at first. Definitely once I first began utilizing Notion, I used to be somewhat bit caught so far as the way to create programs in it. And I ended up having to type of go define all of the issues I wanted to determine the way to handle after which work from there versus simply attempting to begin creating in Notion. So if somebody’s new to it, how can they type of keep away from that overwhelm or what’s an excellent start line simply to begin to be taught or begin to determine what you’re going to place in Notion to start with?

Sandra: Yeah, so one which I’d throw on the market for a brand new person is nearly all the notebooks and post-it notes and shoe packing containers that you’ve round with numerous tidbits of knowledge, every part from just like the whiteboard in your kitchen, the place you retain your menu, not less than that’s what I do, , uber nerd over right here. However all the little locations the place you may have items of knowledge that you simply don’t wanna lose observe of and begin fascinated with these as components of your life that you might deliver collectively in a coherent entire. So when you might have kind of a one-stop store for simply getting the heart beat of issues, what would that appear like in a perfect world? And even, like, breaking out the crayons and, like, drawing it out within the early days is a very good mind-set about it. As a result of Notion actually is so versatile. I believe it’s value taking the time to customise it for your self. After which the second factor is I additionally wouldn’t, like, overdo that as a result of Notion is best once you begin utilizing it as quickly as potential, versus attempting to construct the right system earlier than you dive in. And that’s the opposite factor I see folks do loads is, like, soar in after which get so enthusiastic about how enjoyable it’s to design it as a result of it truly is enjoyable when you like enjoying round in these kinds of issues after which overlook that it’s meant to truly make your life simpler and never kind of be a distraction rabbit gap. So, it’s like discovering that completely happy medium between placing some thought into what you need it to appear like, what goal you need it to serve, what data do you would like you might manage higher or had higher observe of? So my company purchasers are often level to love their Google Drive is a multitude or their stuff buried in Slack.

However my, like, private purchasers give it some thought extra for, like, , monitoring their chore sheet, or funds, or possibly well being programs, or simply various things on the non-public facet, even hobbies. It’s an awesome place to trace data on hobbies. So, it’s type of like getting the lay of the land of all of the classes after which fascinated with how you’d wanna deliver it collectively and being actually helpful with your self, such as you talked about. I really like that you simply talked about the OKRs as a result of I observe these as properly. I believe it’s an awesome place to have the ability to do that top degree planning in addition to the low degree everyday activity planning. I believe that’s one thing to consider is also, like, once I construct my system, one of many issues I’ve finished is I’ve time-based perspective. So I’ve, like, a each day web page, a weekly web page. However then I even have kind of matter perspective. So I’ve a enterprise homepage and a private homepage, after which additionally issues for hobbies and so forth. So it’s type of trying on the classes. After which the third factor I’ll throw out, proper off the bat is, like, be sure that when you fall down the plethora of knowledge on YouTube, about Notion is that you simply go to Notion’s official channel and take a look at the movies. And I at all times recommend that even for my, like, superior customers, as a result of Notion, as an organization, once they put out movies, they focus extra on the options and the way it works, versus, like, utility and templates. And there’s a number of data and examples out on YouTube about other ways of approaching it and, like, completely different templates. However typically what will get misplaced in that’s, like, the actually easy core ideas of what’s a web page and what’s a desk? And so, like, what are the constructing blocks inside Notion that you simply use to configure your system?

Katie: Obtained it. Okay. So I’d like to undergo somewhat bit of those type of possibly get some recommendation step-by-step on issues which can be largely universally relevant to folks listening. So, issues like all of us need to eat and most of us are planning meals for our households. And I’ve, , instruments like Actual Plans that I take advantage of to do that however I additionally hold my meal plan in Notion, together with like a seasonal rotating meal plan. However you talked about a meal plan being a factor that’s nice to trace in Notion that I totally agree. So, stroll us by way of type of how somebody can begin doing that or what sort of, I assume not template, what sort of system they need to arrange in there to have the ability to construct on?

Sandra: Yeah. So, when it comes to, like, meals and meal plans, particularly, one of many issues that I like to recommend to folks typically is to consider their teams of knowledge, kind of like separate buckets. So, for instance, I’ve a recipe log the place I’ve completely different web sites. And I’ll go on the web site and seize the prettiest image of no matter it’s and put that on the high after which have the directions and any kind of notes in there. However separate recipe log, I even have a totally separate desk for, like, my menu plan. So it’s like what day am I planning to eat what, proper? And from there, I hyperlink that. Truly, it’s simply round with this yesterday, my Sunday afternoon on which was enjoying round with making this work even higher than it has earlier than. So, I’m type of tremendous excited to speak about it at the moment. And that’s that I linked it into what I name my each day journal or my kind of, like, my digital bullet journal, if you’ll. So, I’ve this each day homepage that I am going to that has all these reflections, which I can get into in a second. However it has the hyperlink to journaling questions and my habits. Like, am I ingesting my water? Am I exercising? That good things after which it additionally has this show of my week and can truly inform me what I plan to eat, or no matter I plan to make for dinner. And Notion has all these nice completely different show codecs, if you’ll. So, one of many issues I can do is definitely set this up in order that there’s a reminder that if we’re having stir fry for dinner, I ought to make the rice at lunchtime so I don’t overlook. You understand, it’s like that little stuff that may make our lives a lot simpler. And so determining the way to arrange my gallery view in Notion. So it not solely shows a fairly image of the recipe to entice me, to begin dinner prep once I ought to, and it additionally tells me, like, “Hey, what can I do at lunchtime to make my night somewhat smoother?”

In order that’s type of, like, structurally how I do a meal. I’ve the completely different tables, however I’ll say, like, to even type of zoom out or go to an much more larger degree, one of many issues I prefer to level out for Notion customers is that once you’re beginning out, what’s the distinction between a web page and a desk? And the way do you make tables relate to one another in a means that makes issues simpler? Tables may be fairly particular in it’s goal. Like I used to be saying, I’ve a recipe desk, however that’s very separate from my meal plan desk. And that’s separate from my digital bullet journal and behavior monitoring desk. And by doing issues like that, it offers you somewhat extra flexibility and management about what you show the place. And, , Notion, it’s exhausting to speak over audio, proper, how versatile it’s. And I’m certain you might converse to this too, the place you simply can management so many little nuances of what you see on numerous screens and dashboards. It’s in contrast to every other dwelling upkeep or, , effort I’ve put into monitoring, like, simply all these issues that go into managing dwelling life, actually.

Katie: That’s superior. Yeah, I really feel like I take advantage of this in so many alternative methods as properly. And like I mentioned, I don’t even assume I take advantage of it almost as effectively as lots of people, and particularly as you. You simply talked about a each day homepage. And I really like this concept type of like a management middle for every part you’d put into Notion. Are you able to stroll us by way of type of, like, the way you set that up and all of the issues that you simply carry on there, and the way you then go from there and to every part else you observe?

Sandra: Yeah. Yeah. So I really like that you simply requested that as a result of my each day web page is definitely the place I begin my day, on daily basis. And actually, it’s so vital to my course of that oftentimes… It’s additionally the place I finish my day if I’m being in line with my habits. And so, I’ve… One of many issues I love to do is do verify ins at numerous level through the day. And for me, a check-in is a set of questions that I prefer to ask myself to simply kind of, like, actually verify in to see how I’m feeling that day, what I need to accomplish that day, if there’s something I’m worrying about, actually only a pause from kind of the, I hate to say grind as a result of that’s probably not what I imply. However you get what I’m saying. Like, that day in time out the type of, we get into automated pilot, a greater means of claiming it. And having the check-ins for it’s a large means of me zooming within the midst of the day and deciding how I would like a few hours to go. So, my each day web page is the place I’ve my verify ins situated and I set these up as template button. So I’ve a preset record of questions which can be in a web page. And so all I’ve to do is click on the template button and it pops open a brand new web page with all my questions and I fill them out. After which I suppose all in a mirrored image database. So I can go and see that, like, , on December 14th, I used to be speaking about stability. That’s the tag I’ve on it for this morning. After which from there on my each day web page, I’ve a hyperlink to a separate desk, the one I used to be speaking about for kind of, like, the each day habits. And in that desk, I observe a complete slew of issues from, like, I’ve checkboxes for did I sweat? Did I stretch? Did I meditate? Did I do my morning pages? Did I do a thought mannequin? Did I take drugs, nutritional vitamins, so on and so forth? So you might go down the laundry record of the issues that you simply hold observe of for your self.

And, , that is multi functional desk however I show it in numerous sections. So, I don’t need to assume by way of it suddenly on a regular basis. I get by way of what I’m a given second. And so, this each day web page, it truly has, like, I believe 4 sections to it. And so there’s a web page that’s worthy of my consideration at 5:00 within the morning once I’m, like, pre-coffee and simply attempting to get my mind in right here. However there’s additionally a bit of it that’s like noon verify in and a bit of it that’s extra in direction of the top of the day. And in every of those areas, I take advantage of my behavior tracker and I show completely different fields. So completely different properties. So, within the morning, the one factor I actually care about is, like, did I bear in mind to take…? You understand, did I bear in mind to have some water and what time did I get up? That type of factor. However later within the day, there’s fields for meals and monitoring signs. Like, I’ve continual sinus points so I observe all of the signs associated to that simply so I can see going again, “Oh, hey, , this has truly been bugging me for a few weeks now, not simply a few days. And simply offers me all this wealthy details about what’s occurring in my world from a everyday foundation. In order that’s type of how I soar off from the each day web page.

Katie: I’m taking notes and mapping out all these items that I would like so as to add to mine. So, speak somewhat bit extra about templates as a result of I believe this is without doubt one of the large strengths of Notion. And I do know that there appears to be a capability to share templates as a result of I’ve used templates that different folks have created. I haven’t gotten excellent at creating my very own templates but however this has been on my record as a result of plenty of the issues I do are repetitive. And creating them as a template, like a each day to do record or weekly planning for my staff, issues like that, it appears actually, actually useful. So, stroll us by way of the benefits of templates and the way to type of determine the way to use them.

Sandra: Yeah. So, the phrase template is utilized in a few other ways and kind of the Notion sphere if you’ll. So, the excessive degree model of a template is, like, , you possibly can construct out no matter you need your pages and tables to appear like, after which you possibly can truly share that entire setup with different folks. And so, once you say you’ve introduced templates into your system, that’s what you’re speaking about there. There’s truly a approach to share it on the internet. And once you first go into Notion, you possibly can, like, click on the duplicate button on a shared template and it’ll switch that entire setup into your setup. So once I work with purchasers privately, that’s typically what we do is as soon as I get them arrange with the fundamentals, and so they’re rocking and rolling, and so they’ve received the technical expertise down, which solely takes, , an hour or two to do, then we switch my template into their system. My template’s somewhat little bit of a whopper, proper, as a result of I, , do that day in and time out. And that’s one approach to kind of streamline issues is to seek out an individual that you simply like Notion already, , both through YouTube or no matter, after which both buy or search for a free template that you would be able to switch in your system. It’s an enormous time saver as a result of these templates, in the event that they’re designed properly will include all these tables that we’re speaking about pre-linked collectively. So that you don’t have to sit down there and type of figuring all of the format. It additionally eases issues from the standpoint. I prefer to say that Notion doesn’t have an opinion about the way you handle your enterprise or your life. And in order that’s each an excellent factor and a foul factor. And it’s that them not having an opinion signifies that it’s important to have an opinion. All of us have time for ourselves, how are we utilizing Notion, the place are we gonna begin our day? What’s gonna be a very powerful? After which, however it signifies that we get to determine all that stuff, versus having to fall into regardless of the software program developer determined was one of the best ways to do one thing.

In order that’s templates at a excessive degree. However there’s additionally templates throughout the system which can be like for any given database, you possibly can have a template that might prefill data. So, like, greatest instance for me is in a piece, I’ve a template particularly for my assembly log, if you’ll. And so, once I began new issues, say, I’ve a brand new gross sales plan or one thing like that, I even have prefilled questions that I like to ensure I ask. And so, once I begin a dialog of that nature, I can simply press a button on that desk, launches a brand new web page, with all of these questions preloaded… So I don’t even have to consider it. One other means can be possibly, like, you’re working a podcast, for instance, sure steps that you simply observe for the podcast, most likely on a weekly foundation, on a month-to-month foundation episode. And so, these kind of checklists, if you’ll, may very well be their very own template in a system so that each time you begin a brand new podcast, , content material calendar on your month or your quarter might open that up and also you’d have all new checkboxes to begin your movement of knowledge. And I’m utilizing checkboxes simply to make the instance. However your templates can get actually complicated with nested tables and ask associated data. So it’s actually… That is what makes Notion superior is that it’s so malleable to what the person truly wants. It may be tremendous easy with simply a few checkboxes, all actually highly effective, and you might use it to handle a staff or run a enterprise. After which the third one, like, so many templates… So the third sort of template is definitely what we name a template button. And a template button is a totally completely different type of characteristic in Notion, the place it simply exists on the web page and you’ll put something into it that you simply wanna replicate. And I like to make use of it as a result of it offers the title of the web page a prefilled label, so it pops in versus utilizing a template in a desk, which doesn’t do this. And you may type of sneak them in all through. And so, if there’s sure issues that you simply do on a repeated foundation, however possibly aren’t so complicated, that it’s value placing them in their very own desk, then you possibly can, , use these template buttons simply to kind of streamline a course of or create a set of reminders or, like I mentioned, it’s good for making a set of checkboxes that possibly you do each week or month or one thing.

Katie: Yeah, I’m considering of so many new methods to make use of this for lots extra areas of my life definitely. Does this…? Can notion combine immediately with different programs that individuals is likely to be utilizing? As an example, you talked about Slack or Calendar apps or can it combine immediately with any of these items or is it standalone?

Sandra: So proper now it’s standalone. What I’ll say is that Notion has the flexibility to embed plenty of apps. So what which means is Notion is principally entry by way of the slack command. And also you press that, and also you’ll see a listing of choices. And as you begin typing, it type of narrows right down to what you want. One of many issues you are able to do is you possibly can, like, embed a Google doc, or a picture, or a number of different issues. Simply final week, there was a launch Notion put out a discover that they’re within the midst of testing API, which is principally the decision that functions use to speak between one another. And so it’s gonna be in beta early subsequent yr. So, fingers crossed someday earlier than the top of subsequent yr, we’re gonna even have true integration with different functions. However proper now, standalone. And I’ll say, although, every time I’ve had that, like, once I used to do it or a few of these different apps which can be on the market to assist meet my life, I at all times discovered myself including extra to it than I might actually fairly course of. So there’s one thing about API that may ship us on a path of just about, like, over-integrating issues. So, in some methods, I’m type of grateful that Notion has been the standalone characteristic as a result of it actually encourages curating what you’re placing in there, versus simply dumping every part in there after which probably not having the ability to use it to execute on the issues that you simply wanna be capable to do.

Katie: That’s superior. I do know one other type of unrelated factor that I take advantage of it for that I most likely might determine the way to templatized higher, however that I like to recommend to those that is likely to be a brand new one, even for you as I take advantage of it to do one thing referred to as the Feynman method. And I hold what would principally be like a journal, however the place I kind of put all of my Feyman method summaries proper now. And for anyone who’s not acquainted, I’ve talked about it somewhat bit on the podcast earlier than however the Feyman method is principally the concept that you may have realized one thing when you may have the flexibility to obviously and concisely clarify it to a toddler. And by chance, I’ve a number of kids to truly apply this and clarify to on daily basis. However that is one thing I do every time I learn a brand new guide or watch a TED speak or be taught a brand new idea by researching or actually delve into the research on a subject. And I discover it actually helps recall. However by committing these items to an precise written type, I even have them in a single place for reference. So if I ever want to return and bear in mind one thing from a guide or from an idea that I’ve realized, it’s in a single place, and Notion offers me an awesome place to trace all of those. After which I can even, like, simply discover them to share them, if I have to with my staff or no matter it could be. In order that’s a tip I really like to offer mothers is it actually helps I discover improve recall and creativity. And when you’re not a giant fan of writing, you should utilize one other app referred to as Otter in your telephone to talk into your telephone and clarify, and it’ll transcribe it for you so then you possibly can put it in Notion. In order that’s type of like the way you mentioned you utilize it as a journal. That’s kind of the best way I kind of each day journal with it. And you then talked about you additionally use it to trace issues like objectives, and I do too, however I’ve a sense you’re gonna have some ideas of higher ways in which I may be utilizing this to trace objectives. So, do you construct templates for that or how do you map out after which hold observe of objectives inside Notion?

Sandra: Yeah. So, monitoring of objectives, I do OKR course of, which has been actually revolutionary for me personally, as a result of I at all times discovered SMART objectives to be somewhat too bossy, if you’ll. I’m a insurgent at coronary heart. And so, the second somebody tells me what to do, I are likely to do the other. So SMART objective by no means fairly labored for me as a result of I simply needed to insurgent in opposition to it. However there’s one thing concerning the OKR methodology the place once you make the goals, the kind of inspirational/aspirational issues that you simply’re attempting to do in your enterprise or your life, the influence that you simply’re attempting to have, the main target, and also you set these up first, out of the blue having key outcomes, that are primarily SMART objectives, they’re well timed and particular, it feels much more approachable to me. And there are issues that I actually care about. So I’m in a position to, , harness that energy. And so the best way my system is configured is I’ve goals and outcomes each in separate tables. After which I additionally am a giant fan of Charlie Gilkey, and the Productive Flourishing Academy. He has a guide referred to as “Begin Ending,” which when you haven’t learn it or seen it, I extremely suggest it. It’s only a nice guide for anyone actually. Like, I’ve seen professionals use it. I’ve seen creatives use it. I’ve seen mother and father use it. It’s only a neat methodology for planning the way to truly end the issues that we begin, proper? So, the best way I take advantage of the momentum planning methodology in Notion is, I’ve another tables, one’s for initiatives, which I consider as type of just like the smaller steps to creating my key outcomes occur. After which I’ve a desk for actions or duties with a very micro degree. I have to, , replace this factor or analysis this factor, no matter, the duties I have to deal with. After which, to make it much more sturdy, I’ve another desk that I take advantage of, which I name areas, which is supposed to be kind of wheel of life, if you’ll. So, any kind of element to my life that I wanna have an intentional apply round and chew with, I arrange within the areas.

And so it’s kind of like having a objective, however it takes off, like I mentioned, that point strain, in order that it’s simply, , periodically, I am going in and I take a look at these issues that matter to me, and I can type of… You understand, a few of them have checkboxes, a few of them have tables, a few of them simply have quotes to remind me of issues. So it’s a really fluid course of by the point it will get to areas, however it permits me to separate out issues I care about that I wanna be intentional about from precise measurable spindles that I’ve in my enterprise. And all of those tables, very areas of my system. So all of them seem in my weekly evaluate. They seem on… A few of them are on the each day web page or I even have two different dashboards that I take advantage of after the each day web page on a everyday foundation. And so they’re referred to as the Right this moment Web page and The This Week Web page. And people principally permit me to have, like I mentioned, time-based perspective on what it’s I’m attempting to create.

Katie: I really like that. I do know, like… I believe, OKR, I’m an enormous fan as properly. I’ll put a few of my favourite sources associated to understanding that within the shownotes. I believe it’s relevant to everybody. I do know it’s typically utilized in enterprise, however I believe it’s truly very related to folks as properly, so far as planning long-term issues with our youngsters, definitely for homeschooling mother and father and having objectives associated to that. And I additionally use it, like I mentioned, in my private life for private improvement issues or new expertise I’m attempting to be taught and protecting observe of all of these. I really feel like there’s simply so some ways to make use of that.

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And a few different ways in which I take advantage of Notion, basically, are for protecting observe of issues like Christmas present concepts or present concepts, basically, for all my children. I’ve issues like that as a result of they have an inclination to say issues all year long. After which slightly than having to think about them, simply at the moment of the yr, additionally issues like home updates and initiatives issues I have to, like, work towards with that. And also you talked about additionally issues like well being metrics, which can also be related to lots of people listening. How can we use Notion to maintain observe of these items or how would you set that up?

Sandra: Yeah, so that is the place Notion can actually be a whole, like, life working system. And I say that… And, , I’m at all times very… I work with plenty of newcomers and plenty of proper mind kind of artistic thoughts map sort folks. And so I’ve a smooth spot for them. And I do know that saying the phrase working system will not be at all times engaging to all people. However on the similar time, it’s only a means of harnessing all that creativity and all these concepts you may have, and placing the data that we’re all monitoring in our heads down and to get, once more. That’s the important thing factor for me, whether or not we’re about education and even simply serving to your children hold observe of their schoolwork. And if they’re doing on-line class or their chore schedule or their after faculty occasions or one which I did just lately that I type of amused myself with is I arrange a complete desk that’s, like, I name them weekly quests. And it’s principally a gamified model of protecting observe of all of the issues that I don’t need to do on daily basis however I have to do a number of occasions per week. And principally the best way the desk works is I’ve a few formulation inbuilt in order that so long as I vacuum as soon as per week, I get a thumbs up and an excellent job. But when I vacuum twice per week, then it offers me a bonus. And of this previous gamified factor with formulation in there that simply amuses me to no finish. And it truly encourages me to do these items that I’d in any other case procrastinate or simply really feel like, “Oh, I’m too drained, it may well wait till tomorrow.” After which you understand how that goes. Like, then it’s like three days later and you continue to haven’t vacuumed or no matter. So I prefer to put enjoyable issues in there. So it doesn’t at all times really feel like, oh, that is, like, another factor I’ve to do. The important thing factor for me with Notion, like, I truly need to open it on the weekend, which I’ve by no means felt earlier than with every other app. So, when it comes to, like, attending to a extra sensible reply to your query, one of many issues that I take advantage of or that I did at Notion this yr that was tremendous useful is we moved.

And so not solely did I’ve in there our lists of we have been searching for in a home and, like, our best, , options and what have been the prerequisites, folks stored observe of the dialog, the realtor and, like, all the homes we visited, type of like doing a professional con record on them. After which when it received time for the transfer, I did a complete stock. So I numbered all of the packing containers. After which once I packed a field, I simply made, like, a 3 phrase or a 3 sentence, only a actually fast… What am I attempting to say? Three phrase, there we go. Three phrase description of what went within the field. And so then I used to be in a position to after we moved, and it’s like, okay, we’d like no matter, the espresso grinder. I might truly search the desk and discover it. And I knew, okay, that is field 89 or no matter it was. And I’ve to say, I assumed I used to be over-engineering it and type of laughing at myself however I used to be having a lot enjoyable doing it, I did it anyway, and it completely paid off. Like, it was properly well worth the effort I put in to have the ability to observe down, , no matter pot and pan and my spices come that first week after the transfer. In order that’s kind of, like, a sensible means that you might use an app like this to make your life simpler.

Katie: And one other factor we’ve talked about somewhat bit, however I wanna ensure that we are saying explicitly is that as a result of Notion is an app, it has each desktop and telephone interfaces after which, after all, they sync. And in order that’s been actually useful to me as a result of, for example, like a few of the issues we’ve talked about, like meal planning, I can pull that up once I’m on the retailer. I can work on these items once I’m at an appointment with the youngsters or ready on the youngsters in an exercise as a result of my telephone is just about at all times with me. And so it’s tremendous handy that means however then it’s straightforward additionally to work on a desktop once you’re establishing a few of these larger initiatives and greater issues. I’m curious, I imply, clearly, you’re most likely an influence person of Notion, however how a lot are you interacting with Notion throughout any regular day?

Sandra: It’s an excellent query. I’m out and in of it just about all day lengthy. I’ll say although, , I nonetheless hold a paper journal once I’m on the telephone, oftentimes, as a result of I’m displaying someone else the way to use Notion. So we’re of their Notion setup. However I discover it useful for my mind to write down some issues down. After which I’ve a course of on the finish of the week, the place I type of undergo that record and be sure that every part’s in Notion the best way I would like it to be and that, , I can hold observe of all of the little particulars and the nuances. So, I discover it to be a very fluid factor when it comes to, , some days I’m in there, like, actually virtually all day. Now granted, I’m a Notion advisor in order that is smart. However even on days once I’m engaged on different issues or serving to someone with an internet site or different enterprise programs, I’m nonetheless out and in just about all day. And I’d say the opposite two issues I’ll throw out, I really like that you simply talked about the net, desktop, telephone, and it really works on iPad very well. In truth, they’ve made plenty of enhancements within the final couple of months on the way it works on iPad. And so, it’s like virtually so many enhancements that I type of wanna get a model new iPad simply so I can use it. It’s nice to have the ability to see it in all these completely different codecs. And there’s a new factor on the brand new iOS working… You understand, the newest replace for iOS truly has this factor referred to as widgets, which if folks haven’t seen them or checked them out but, they’re actually cool. They principally put little mini apps, if you’ll, proper in your telephone display screen. And the Notion widget is tremendous useful as a result of it may well take, like, the primary few issues in your favorites. So, like, my favorites, the pages are each day, fast seize, and my at the moment web page plus a number of others. And I even have that widget proper on my telephone in order that, , if I’m within the kitchen, making a cup of tea between calls, and I consider one thing, I can pop it open and add it to my fast seize or no matter web page is smart actually simply and on the fly. So there’s a number of, like, , you’re not locked into solely being in your browser, solely be in your desktop, you may have a number of choices and methods to entry it that may make life simpler.

Katie: Superior. And also you talked about to start with, it is a troublesome factor to elucidate solely, simply verbally as a result of it’s very a lot hands-on and visible as properly. However I do know that is one thing that you simply do assist folks with and you’ve got an internet site associated to. So, for individuals who need to perceive extra and who need to begin integrating this, I’ll be sure that hyperlink is within the present notes however type of stroll us by way of the way you assist folks with that and the sources you may have.

Sandra: Yeah, so for various kinds of purchasers are completely different. I actually would like to have a bunch of mothers or dads simply households that wanna use it for homeschool or private stuff and all of that stuff. So what I’m gonna do is about up somewhat discussion board on my web site so if anyone’s concerned about that type of factor, they’ll let me know after which we are able to determine it out within the new yr. And the opposite factor I’ll throw out, you’ll find Twitter at notionnerd and Instagram @notionnerd additionally. So one of the best ways to seek out me is on sandrahalling com. And when you put in /wellnessmama, you land on a web page that may have some fascinating data that’s, like, geared in direction of serving to households. And I truly would like to have a workshop subsequent yr, particularly with that as a goal. So I’ll put in somewhat factor that if that’s of curiosity to anyone, they’ll join and let me know. Fundamental methods I work with folks proper now could be by way of enterprise teaching and programs assist. And so, typically folks are available and so they need simply Notion and so we’ll deep dive over 30 days to get each step up and rocking and rolling. After which typically what folks want is extra of, like, a type of slower burn, if you’ll. So we do a 3 to 6 months method to dig into the completely different programs they’ve of their enterprise and streamline issues, join all of the dots. Like, simply this morning, I used to be serving to a consumer join their Google calendar with their iCloud, with their Macbook, with their telephone, like, all these little doodads go collectively. And so Notion is kind of like one piece of the puzzle for me, however it spine of the programs I arrange. So, once more, you’ll find me on the internet at or on Twitter or Instagram at notionnerd.

Katie: Excellent. I’ll ensure that these are linked right here. And one other query I like to ask on the finish. You talked about one already, but when there’s a guide or various books which have had a dramatic influence in your life, and if that’s the case what they’re and why?

Sandra: Yeah. So, I’ve to say that one of the impactful books for me is “Getting Issues Achieved,” which is kind of a traditional within the productiveness area. So, I discovered it most respected or most impactful within the sense that it taught me the way to group, and categorize, and course of data in a means that I hadn’t seen earlier than. And it got here out once I was fairly younger in my profession, I believe I used to be about 20 or so. So it simply hit me on the proper second to create what we’ve got now, which is, , database advisor now for a few years. So, that was actually impactful. And clearly “Begin Ending” is type of an awesome instrument now. I believe “Getting Issues Achieved” is kind of a traditional, but in addition it was written 20 years in the past. So there’s some parts to it, the place our lives have simply modified a lot. And I believe “Begin Ending” does a greater job of addressing all the completely different avenues that our lives take and the way a lot data comes at us and simply kind of managing the combination there. After which different books that, like, actually matter to me on a private degree have been, like, some Ram Dass books, “Paths to God.” And Eckert Tolle’s “A New Earth” was additionally actually impactful for me as a result of it simply gave me a distinct perspective on issues. And I like mixing these items. So it’s each my life holistically, offers me a need to wanna manage it extra. In order that’s type of how these two issues tie collectively for me.

Katie: Nice suggestions. I’ll ensure that these are linked within the present notes as properly. I’m so glad I received to share extra about Notion at the moment as a result of like I mentioned, it’s a instrument that I discover actually invaluable. And I additionally one, I really feel like I’m not utilizing them as a lot as I may very well be. And I’m excited to have realized extra from you at the moment. And hopefully shared a brand new useful resource with most of the folks listening that may simplify their lives. However thanks on your time at the moment and for all of the work you’re doing.

Sandra: Thanks a lot, Katie. It was plenty of enjoyable.

Katie: And thanks guys, as at all times for listening, for sharing your most respected useful resource, your time with each of us at the moment. We’re so grateful that you simply did, and I hope that you’ll be part of me once more on the following episode of “The Wellness Mama Podcast.”

In the event you’re having fun with these interviews, would you please take two minutes to depart a ranking or evaluate on iTunes for me? Doing this helps extra folks to seek out the podcast, which implies much more mothers and households may gain advantage from the data. I actually respect your time, and thanks as at all times for listening.

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