Thursday, March 4, 2021
Home Health How to Use Notion for Organization and Productivity With Sandra Halling

How to Use Notion for Organization and Productivity With Sandra Halling

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Katie: Hello, and welcome to “The Wellness Mama Podcast.” I’m Katie from and That’s wellness with an E on the tip, my new line of non-public care merchandise. Be certain to verify them out. This episode is all about one of many instruments I exploit to keep productive and organized, and that I really feel is an especially useful 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 cellphone or desktop. It integrates with each. And there appear to be limitless methods of utilizing it. I’m under no circumstances an knowledgeable. So I’m right here with the methods knowledgeable, 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 pondering to assist small companies and entrepreneurs and people at implementing Notion and how to use that to create a framework that helps her private life. She focuses on group and she guides her purchasers via creating private and skilled initiatives inside Notion. And we go into a few of these ways in which she does this right now. And it is extremely a lot a visible factor. So we discuss via as a lot as we will simply verbally right here, however she’s additionally gonna have a hyperlink within the present notes at, that can take you to her web site and to some extra visuals on how to really implement this in addition to she may be keen to do a mixed course for mothers and households of how to use this particularly for these associated matters. So, once more, I discover this a really, very useful instrument however I’m under no circumstances an knowledgeable at utilizing it and I wished to usher in Sandra right now to go deeper on Notion. Sandra, welcome. Thanks for being right here.

Sandra: Hi. Thanks, Katie.

Katie: I’m so excited to chat with you and be taught from you right now. One of the matters that’s at all times arising once I ask the listeners what they need me to discuss extra about is issues like group and productiveness. And an app that I’ve been in all probability not even effectively utilizing, that has made my life a lot simpler known as Notion. And I really feel like I’ve a ton of room for enchancment in how I exploit 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 knowledgeable on this, which is why I used to be so glad to chat with you right now however stroll us via on a really broad degree what Notion is.

Sandra: Okay. So, Notion at its core is sort of like a database. But I say that phrase, and typically individuals run for the hills. So simply know that, once you’re first diving into it, it’s actually like….. It’s a no code software, which suggests it’s very straightforward to arrange and configure. And it’s meant to do all the pieces underneath the solar from deal with notes, and duties, to collaboration. And one of many lovely issues about Notion is which you could cross-reference and sync knowledge from all areas of your life to all different areas. So that signifies that it’s very versatile when it comes 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 small business, and so on.

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 exploit it for enterprise and additionally for sort of family administration and simply retaining observe of all the pieces I want to do in my very own life in addition to, like, long-term objective monitoring. I observe one thing referred to as OKRs or aims and key outcomes for each enterprise and private, and I maintain all of these issues in Notion. But I do know earlier than we began recording, you talked about a very good level, which is that there’s a studying curve when it comes to Notion. And I believe anytime we’re speaking, like, excessive degree group, it could possibly appear overwhelming at first. Certainly once I first began utilizing Notion, I used to be just a little bit caught so far as how to create methods in it. And I ended up having to sort of go define all of the issues I wanted to determine how to handle and then work from there versus simply making an attempt to begin creating in Notion. So if somebody’s new to it, how can they sort of keep away from that overwhelm or what’s a very good start line simply to begin to be taught or begin to determine what you’re going to put 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 containers that you’ve got round with numerous tidbits of knowledge, all the pieces from just like the whiteboard in your kitchen, the place you retain your menu, at the least that’s what I do, you understand, uber nerd over right here. But all the little locations the place you’ve got items of knowledge that you just don’t wanna lose observe of and begin desirous about these as components of your life that you could possibly convey collectively in a coherent complete. So when you may have form of a one-stop store for simply getting the heartbeat of issues, what would that appear like in a really 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. Because Notion actually is so versatile. I believe it’s price taking the time to customise it for your self. And then 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 doable, as opposed to making an attempt to construct the right system earlier than you dive in. And that’s the opposite factor I see individuals do loads is, like, leap in and then 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 types of issues and then neglect that it’s meant to really make your life simpler and not form of be a distraction rabbit gap. So, it’s like discovering that glad medium between placing some thought into what you need it to appear like, what function you need it to serve, what data do you want you could possibly arrange higher or had higher observe of? So my company purchasers are normally level to like their Google Drive is a multitude or their stuff buried in Slack.

But my, like, private purchasers give it some thought extra for, like, you understand, monitoring their chore sheet, or funds, or perhaps well being methods, or simply various things on the private facet, even hobbies. It’s an important place to observe data on hobbies. So, it’s sort of like getting the lay of the land of all of the classes and then desirous about how you’d wanna convey it collectively and being actually helpful with your self, such as you talked about. I really like that you just talked about the OKRs as a result of I observe these as nicely. I believe it’s an important place to find a way to do that top degree planning in addition to the low degree day to day job planning. I believe that’s one thing to take into consideration is also, like, once I construct my system, one of many issues I’ve performed is I’ve time-based perspective. So I’ve, like, a every day web page, a weekly web page. But then I even have form of subject perspective. So I’ve a enterprise homepage and a private homepage, and then additionally issues for hobbies and so on. So it’s sort of trying on the classes. And then the third factor I’ll throw out, proper off the bat is, like, make it possible for when you fall down the plethora of knowledge on YouTube, about Notion is that you just 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, after they put out movies, they focus extra on the options and the way it works, as opposed to, like, software and templates. And there’s a number of data and examples out on YouTube about alternative ways of approaching it and, like, completely different templates. But 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 just use to configure your system?

Katie: Got it. Okay. So I’d love to undergo just a little bit of those sort of perhaps get some recommendation step-by-step on issues which might be largely universally relevant to individuals listening. So, issues like all of us have to eat and most of us are planning meals for our households. And I’ve, you understand, instruments like Real Plans that I exploit to do that however I additionally maintain my meal plan in Notion, together with like a seasonal rotating meal plan. But you talked about a meal plan being a factor that’s nice to observe in Notion that I totally agree. So, stroll us via sort of how somebody can begin doing that or what sort of, I suppose not template, what sort of system they need to arrange in there to find a way to construct on?

Sandra: Yeah. So, by way of, like, meals and meal plans, particularly, one of many issues that I like to recommend to individuals usually is to take into consideration their teams of knowledge, form 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 website and seize the prettiest image of no matter it’s and put that on the prime and then have the directions and any form of notes in there. But 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. Actually, 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 sort of tremendous excited to speak about it right now. And that’s that I linked it into what I name my every day journal or my form of, like, my digital bullet journal, if you’ll. So, I’ve this every day homepage that I’m going to that has all these reflections, which I can get into in a second. But it has the hyperlink to journaling questions and my habits. Like, am I consuming my water? Am I exercising? That good things and then it additionally has this show of my week and will really 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 neglect. You know, it’s like that little stuff that may make our lives a lot simpler. And so determining how to arrange my gallery view in Notion. So it not solely shows a reasonably 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 evening a little smoother?”

So that’s sort of, like, structurally how I do a meal. I’ve the completely different tables, however I’ll say, like, to even sort of zoom out or go to an much more larger degree, one of many issues I like 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 how do you make tables relate to one another in a approach that makes issues simpler? Tables may be fairly particular in it’s function. 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 just a little extra flexibility and management about what you show the place. And, you understand, Notion, it’s exhausting to talk over audio, proper, how versatile it’s. And I’m certain you could possibly 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 not like another house upkeep or, you understand, effort I’ve put into monitoring, like, simply all these issues that go into managing house life, actually.

Katie: That’s superior. Yeah, I really feel like I exploit this in so many alternative methods as nicely. And like I mentioned, I don’t even suppose I exploit it almost as effectively as lots of people, and particularly as you. You simply talked about a every day homepage. And I really like this concept sort of like a management middle for all the pieces you’d put into Notion. Can you stroll us via sort of, like, the way you set that up and all of the issues that you just carry on there, and the way you then go from there and to all the pieces else you observe?

Sandra: Yeah. Yeah. So I really like that you just requested that as a result of my every day web page is definitely the place I begin my day, each day. And in actual fact, it’s so important to my course of that oftentimes… It’s additionally the place I finish my day if I’m being in step with my habits. And so, I’ve… One of the issues I like to do is do verify ins at numerous level throughout the day. And for me, a check-in is a set of questions that I like to ask myself to simply form 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 form of the, I hate to say grind as a result of that’s probably not what I imply. But you get what I’m saying. Like, that day in day trip the sort of, we get into computerized pilot, a greater approach of claiming it. And having the check-ins for it’s a enormous approach of me zooming within the midst of the day and deciding how I need a few hours to go. So, my every 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 listing of questions which might 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. And then I suppose all in a mirrored image database. So I can go and see that, like, you understand, on December 14th, I used to be speaking about stability. That’s the tag I’ve on it for this morning. And then from there on my every day web page, I’ve a hyperlink to a separate desk, the one I used to be speaking about for form of, like, the every 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 could possibly go down the laundry listing of the issues that you just maintain observe of for your self.

And, you understand, that is multi function desk however I show it in numerous sections. So, I don’t have to suppose via it on a regular basis. I get via what I’m a given second. And so, this every day web page, it really 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 making an attempt to get my mind in right here. But there’s additionally a piece of it that’s like noon verify in and a piece of it that’s extra in direction of the tip of the day. And in every of those areas, I exploit 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 keep in mind to take…? You know, did I keep in mind to have some water and what time did I get up? That sort of factor. But 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, you understand, this has really 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 day to day foundation. So that’s sort of how I leap off from the every day web page.

Katie: I’m taking notes and mapping out all these items that I want to add to mine. So, discuss just a little bit extra about templates as a result of I believe this is among the enormous 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 individuals have created. I haven’t gotten superb at creating my very own templates but however this has been on my listing as a result of loads of the issues I do are repetitive. And creating them as a template, like a every day to do listing or weekly planning for my crew, issues like that, it appears actually, actually useful. So, stroll us via some great benefits of templates and how to sort of determine how to use them.

Sandra: Yeah. So, the phrase template is utilized in a few alternative ways and form of the Notion sphere if you’ll. So, the excessive degree model of a template is, like, you understand, you possibly can construct out no matter you need your pages and tables to appear like, and then you possibly can really share that complete setup with different individuals. And so, once you say you’ve introduced templates into your system, that’s what you’re speaking about there. There’s really a approach to share it on the net. And once you first go into Notion, you possibly can, like, click on the duplicate button on a shared template and it would switch that complete setup into your setup. So once I work with purchasers privately, that’s usually what we do is as soon as I get them arrange with the fundamentals, and they’re rocking and rolling, and they’ve acquired the technical expertise down, which solely takes, you understand, an hour or two to do, then we switch my template into their system. My template’s just a little little bit of a whopper, proper, as a result of I, you understand, do that day in and day trip. And that’s a method to form of streamline issues is to discover an individual that you just like Notion already, you understand, both by way of YouTube or no matter, and then both buy or look for a free template which you could switch in your system. It’s an enormous time saver as a result of these templates, in the event that they’re designed nicely will include all these tables that we’re speaking about pre-linked collectively. So you don’t have to sit there and sort of figuring all of the format. It additionally eases issues from the standpoint. I like to say that Notion doesn’t have an opinion about the way you handle your small business or your life. And in order that’s each a very good factor and a foul factor. And it’s that them not having an opinion means that you’ve got to have an opinion. We all have time for ourselves, how are we utilizing Notion, the place are we gonna begin our day? What’s gonna be a very powerful? And then, nevertheless it signifies that we get to resolve all that stuff, as opposed to having to fall into regardless of the software program developer determined was one of the best ways to do one thing.

So that’s templates at a excessive degree. But there’s additionally templates throughout the system which might be like for any given database, you possibly can have a template that would prefill data. So, like, finest 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 that 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 give it some thought. Another approach could be perhaps, like, you’re operating a podcast, for instance, sure steps that you just observe for the podcast, in all probability on a weekly foundation, on a month-to-month foundation episode. And so, these form 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, you understand, content material calendar for your month or your quarter may open that up and you’d have all new checkboxes to begin your stream of knowledge. And I’m utilizing checkboxes simply to make the instance. But your templates can get actually advanced with nested tables and ask associated data. So it’s actually… This is what makes Notion superior is that it’s so malleable to what the person really wants. It may be tremendous easy with simply a few checkboxes, all actually highly effective, and you could possibly use it to handle a crew or run a enterprise. And then 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 sort of function in Notion, the place it simply exists on the web page and you possibly can put something into it that you just wanna replicate. And I like to use it as a result of it offers the title of the web page a prefilled label, so it pops in as opposed to utilizing a template in a desk, which doesn’t do this. And you possibly can sort of sneak them in all through. And so, if there’s sure issues that you just do on a repeated foundation, however perhaps aren’t so advanced, that it’s price placing them in their very own desk, then you possibly can, you understand, use these template buttons simply to form 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 perhaps you do each week or month or one thing.

Katie: Yeah, I’m pondering of so many new methods to use this for much more areas of my life definitely. Does this…? Can notion combine immediately with different methods that folks may be utilizing? For occasion, 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 power to embed loads of apps. So what which means is Notion is principally entry via the slack command. And you press that, and you’ll see a listing of choices. And as you begin typing, it sort of narrows down to what you want. One of the issues you are able to do is you possibly can, like, embed a Google doc, or a picture, or a number of different issues. Just 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 discuss between one another. And so it’s gonna be in beta early subsequent yr. So, fingers crossed someday earlier than the tip of subsequent yr, we’re gonna even have true integration with different functions. But 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 might be on the market to assist meet my life, I at all times discovered myself including extra to it than I may actually moderately 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 sort of grateful that Notion has been the standalone function as a result of it actually encourages curating what you’re placing in there, as opposed to simply dumping all the pieces in there and then probably not having the ability to use it to execute on the issues that you just wanna find a way to do.

Katie: That’s superior. I do know one other sort of unrelated factor that I exploit it for that I in all probability may determine how to templatized higher, however that I like to recommend to folks that may be a brand new one, even for you as I exploit it to do one thing referred to as the Feynman approach. And I maintain what would principally be like a journal, however the place I form of put all of my Feyman approach summaries proper now. And for anyone who’s not acquainted, I’ve talked about it just a little bit on the podcast earlier than however the Feyman approach is principally the concept that you’ve got realized one thing when you’ve got the power to clearly and concisely clarify it to a toddler. And fortunately, I’ve a number of kids to really observe this and clarify to each day. But that is one thing I do every time I learn a brand new e-book or watch a TED discuss 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. But by committing these items to an precise written kind, I even have them in a single place for reference. So if I ever want to return and keep in mind one thing from a e-book or from an idea that I’ve realized, it’s in a single place, and Notion offers me an important place to observe all of those. And then I can even, like, simply discover them to share them, if I want to with my crew or no matter it could be. So that’s a tip I really like to give mothers is it actually helps I discover improve recall and creativity. And when you’re not an enormous fan of writing, you should utilize one other app referred to as Otter in your cellphone to converse into your cellphone and clarify, and it would transcribe it for you so then you possibly can put it in Notion. So that’s sort of like the way you mentioned you utilize it as a journal. That’s form of the best way I form of every day journal with it. And then you definitely talked about you additionally use it to observe 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 observe objectives. So, do you construct templates for that or how do you map out and then maintain 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 just a little too bossy, if you’ll. I’m a insurgent at coronary heart. And so, the second somebody tells me what to do, I have a tendency to do the other. So SMART objective by no means fairly labored for me as a result of I simply wished to insurgent towards it. But there’s one thing concerning the OKR methodology the place once you make the aims, the form of inspirational/aspirational issues that you just’re making an attempt to do in your small business or your life, the affect that you just’re making an attempt to have, the main focus, and you set these up first, all of the sudden having key outcomes, that are basically 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, you understand, harness that energy. And so the best way my system is configured is I’ve aims and outcomes each in separate tables. And then I additionally am an enormous fan of Charlie Gilkey, and the Productive Flourishing Academy. He has a e-book referred to as “Start Finishing,” which when you haven’t learn it or seen it, I extremely advocate it. It’s only a nice e-book for anyone actually. Like, I’ve seen professionals use it. I’ve seen creatives use it. I’ve seen dad and mom use it. It’s only a neat methodology for planning how to really end the issues that we begin, proper? So, the best way I exploit the momentum planning methodology in Notion is, I’ve another tables, one’s for initiatives, which I consider as sort of just like the smaller steps to making my key outcomes occur. And then I’ve a desk for actions or duties with a very micro degree. I want to, you understand, replace this factor or analysis this factor, no matter, the duties I want to deal with. And then, to make it much more sturdy, I’ve another desk that I exploit, which I name areas, which is supposed to be form of wheel of life, if you’ll. So, any form of part to my life that I wanna have an intentional observe round and chew with, I arrange within the areas.

And so it’s form of like having a objective, nevertheless it takes off, like I mentioned, that point stress, in order that it’s simply, you understand, periodically, I’m going in and I take a look at these issues that matter to me, and I can sort of… You know, 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, nevertheless 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… Some of them are on the every day web page or I even have two different dashboards that I exploit after the every day web page on a day to day foundation. And they’re referred to as the Today Page and The This Week Page. And these principally permit me to have, like I mentioned, time-based perspective on what it’s I’m making an attempt to create.

Katie: I really like that. I do know, like… I believe, OKR, I’m an enormous fan as nicely. 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 usually utilized in enterprise, however I believe it’s really very related to dad and mom as nicely, so far as planning long-term issues with our youngsters, definitely for homeschooling dad and mom and having objectives associated to that. And I additionally use it, like I mentioned, in my private life for private growth issues or new expertise I’m making an attempt to be taught and retaining observe of all of these. I really feel like there’s simply so some ways to use that.

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And a few different ways in which I exploit Notion, typically, are for retaining observe of issues like Christmas present concepts or present concepts, typically, for all my youngsters. I’ve issues like that as a result of they have an inclination to point out issues all year long. And then relatively than having to consider them, simply right now of the yr, additionally issues like home updates and initiatives issues I want to, like, work towards with that. And you talked about additionally issues like well being metrics, which can 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, you understand, I’m at all times very… I work with loads of newbies and loads of proper mind form of inventive thoughts map sort individuals. And so I’ve a delicate spot for them. And I do know that saying the phrase working system will not be at all times engaging to all people. But on the identical time, it’s only a approach of harnessing all that creativity and all these concepts you’ve got, 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 youngsters maintain 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 not too long ago that I sort 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 retaining observe of all of the issues that I don’t have to do each day however I want to do just a few instances every week. And principally the best way the desk works is I’ve a few formulation in-built in order that so long as I vacuum as soon as every week, I get a thumbs up and a very good job. But if I vacuum twice every 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 really encourages me to do these items that I would in any other case procrastinate or simply really feel like, “Oh, I’m too tired, it can wait until tomorrow.” And then you know the way that goes. Like, then it’s like three days later and you continue to haven’t vacuumed or no matter. So I like 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 key factor for me with Notion, like, I really need to open it on the weekend, which I’ve by no means felt earlier than with another app. So, by way of, like, getting to a extra sensible reply to your query, one of many issues that I exploit 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 trying for in a home and, like, our very best, you understand, options and what have been the prerequisites, individuals saved observe of the dialog, the realtor and, like, all the homes we visited, sort of like doing a professional con listing on them. And then when it acquired time for the transfer, I did a complete stock. So I numbered all of the containers. And then once I packed a field, I simply made, like, a 3 phrase or a 3 sentence, only a actually fast… What am I making an attempt 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 once we moved, and it’s like, okay, we’d like no matter, the espresso grinder. I may really 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 sort 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 nicely definitely worth the effort I put in to find a way to observe down, you understand, no matter pot and pan and my spices come that first week after the transfer. So that’s form of, like, a sensible approach that you could possibly use an app like this to make your life simpler.

Katie: And one other factor we’ve talked about just a little 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 cellphone interfaces and then, in fact, they sync. And in order that’s been actually useful to me as a result of, for occasion, like among 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 cellphone is just about at all times with me. And so it’s tremendous handy that approach however then it’s straightforward additionally to work on a desktop once you’re organising a few of these larger initiatives and larger issues. I’m curious, I imply, clearly, you’re in all probability an influence person of Notion, however how a lot are you interacting with Notion throughout any regular day?

Sandra: It’s a very good query. I’m in and out of it just about all day lengthy. I’ll say although, you understand, I nonetheless maintain a paper journal once I’m on the cellphone, oftentimes, as a result of I’m displaying any person else how to use Notion. So we’re of their Notion setup. But I discover it useful for my mind to write some issues down. And then I’ve a course of on the finish of the week, the place I sort of undergo that listing and make it possible for all the pieces’s in Notion the best way I need it to be and that, you understand, I can maintain observe of all of the little particulars and the nuances. So, I discover it to be a very fluid factor by way of, you understand, some days I’m in there, like, actually nearly all day. Now granted, I’m a Notion advisor in order that is smart. But even on days once I’m engaged on different issues or serving to any person with a website or different enterprise methods, I’m nonetheless in and out just about all day. And I’d say the opposite two issues I’ll throw out, I really like that you just talked about the online, desktop, cellphone, and it really works on iPad very well. In reality, they’ve made loads of enhancements within the final couple of months on the way it works on iPad. And so, it’s like nearly so many enhancements that I sort of wanna get a model new iPad simply so I can use it. It’s nice to find a way to see it in all these completely different codecs. And there’s a new factor on the brand new iOS working… You know, the most recent replace for iOS really has this factor referred to as widgets, which if individuals 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 cellphone display. And the Notion widget is tremendous useful as a result of it could possibly take, like, the primary few issues in your favorites. So, like, my favorites, the pages are every day, fast seize, and my right now web page plus just a few others. And I even have that widget proper on my cellphone in order that, you understand, 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 understand, you’re not locked into solely being in your browser, solely be in your desktop, you’ve got a number of choices and methods to entry it that may make life simpler.

Katie: Awesome. And you talked about at first, this can be a troublesome factor to clarify solely, simply verbally as a result of it’s very a lot hands-on and visible as nicely. But I do know that is one thing that you just do assist individuals with and you’ve got a website associated to. So, for individuals who need to perceive extra and who need to begin integrating this, I’ll make it possible for hyperlink is within the present notes however sort of stroll us via the way you assist individuals with that and the sources you’ve got.

Sandra: Yeah, so for various kinds of purchasers are completely different. I actually would love to have a gaggle 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 just a little discussion board on my website so if anyone’s thinking about that sort of factor, they will let me know and then we will determine it out within the new yr. And the opposite factor I’ll throw out, you could find Twitter at notionnerd and Instagram @notionnerd additionally. So one of the best ways to discover me is on sandrahalling com. And when you put in /wellnessmama, you land on a web page that can have some fascinating data that’s, like, geared in direction of serving to households. And I really would love to have a workshop subsequent yr, particularly with that as a goal. So I’ll put in just a little factor that if that’s of curiosity to anyone, they will enroll and let me know. Main methods I work with individuals proper now could be via enterprise teaching and methods help. And so, typically individuals are available and they need simply Notion and so we’ll deep dive over 30 days to get each step up and rocking and rolling. And then typically what individuals want is extra of, like, a sort of slower burn, if you’ll. So we do a 3 to six months method to dig into the completely different methods they’ve of their enterprise and streamline issues, join all of the dots. Like, simply this morning, I used to be serving to a shopper join their Google calendar with their iCloud, with their Macbook, with their cellphone, like, all these little doodads go collectively. And so Notion is form of like one piece of the puzzle for me, nevertheless it spine of the methods I arrange. So, once more, you could find me on the net at or on Twitter or Instagram at notionnerd.

Katie: Perfect. I’ll ensure that these are linked right here. And one other query I really like to ask on the finish. You talked about one already, but when there’s a e-book or a lot of books which have had a dramatic affect 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 crucial impactful books for me is “Getting Things Done,” which is form of a basic within the productiveness area. So, I discovered it most beneficial or most impactful within the sense that it taught me how to group, and categorize, and course of data in a approach 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, you understand, database advisor now for a few years. So, that was actually impactful. And clearly “Start Finishing” is sort of an important instrument now. I believe “Getting Things Done” is form of a basic, but in addition it was written 20 years in the past. So there’s some components to it, the place our lives have simply modified a lot. And I believe “Start Finishing” does a greater job of addressing all the completely different avenues that our lives take and how a lot data comes at us and simply form of managing the combination there. And then 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 special perspective on issues. And I like mixing these items. So it’s each my life holistically, offers me a want to wanna arrange it extra. So that’s sort of how these two issues tie collectively for me.

Katie: Great suggestions. I’ll ensure that these are linked within the present notes as nicely. I’m so glad I acquired to share extra about Notion right now 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 right now. And hopefully shared a brand new useful resource with lots of the individuals listening that may simplify their lives. But thanks for your time right now and for all of the work you’re doing.

Sandra: Thank you a lot, Katie. It was loads of enjoyable.

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

If 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 individuals to discover the podcast, which suggests much more mothers and households may benefit from the data. I actually admire your time, and thanks as at all times for listening.

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