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amrayu

Setting up a Master List in Notion

Oct 17th, 2019
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  1. This tutorial assumes that you already have Notion installed, if not please download it here: https://www.notion.so/desktop
  2.  
  3. Download the Notion Master List template here: https://drive.google.com/open?id=1mOTSdn8cMwYX0u-KB7e25Qm_Mhe7Z4bQ
  4. Importing the Master List template
  5. 1. Unzip the HTML files
  6. 2. Go to Notion and create a new page
  7. 3. Go to the page settings in the upper right corner (...) and select Import
  8. 4. Import by HTML
  9. 5. Select the Master List Sample.html file from the unzipped files from Google Drive
  10. 6. Some columns aren't in the correct type, so you'll need to change them
  11. 7. Convert Priority column by clicking it and changing Property Type to "Select"
  12. 8. Convert Completed column by clicking it and changing Property Type to "Checkbox"
  13. 9. Convert Due Date column by clicking it and changing Property Type to "Date"
  14. 10. Start adding your own tags to Priority and Category--I use P0, P1, P2, etc for Priorities. P0 being the most urgent.
  15.  
  16. To add a Completed Tasks view (upon ticking the checkmark, it moves these items to another view for archival)
  17. 1. Name the Untitled view to "Show All" (this is right above the table in gray text)
  18. 2. Now create a new view by hovering around the same title area and "Add View"
  19. 3. Name the view "Completed" (or whatever else you like)
  20. 4. Click the blue Create button
  21. 5. You'll be brought to the Completed view
  22. 6. On the right side of the table, if you hover, you'll see some actions, Search, arrows, ..., and New
  23. 7. Click on ... and go to Filter to:
  24. 8. Click on Add a Filter
  25. 9. Change the fields as follows: Completed Is [x] (box is checked) (the rest will auto-populate)
  26. 10. To have Completed items removed from Show All view, go to the Show All view
  27. 11. Add a Filter as follows: Completed Is [] (box is unchecked)
  28. 12. Now you can switch between Completed and Show All
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