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How To Build A Task Manager In Notion
9K views
Apr 17, 2024
"Learn how to create your own task manager using Notion in this comprehensive video tutorial. Whether you're a freelancer, student, or professional, organizing your tasks and projects has never been easier. Follow along step-by-step as we guide you through setting up a personalized task manager in Notion. From creating task lists and organizing priorities to tracking progress and setting reminders, this tutorial covers everything you need to know to streamline your workflow and boost productivity. Unlock the full potential of Notion and take control of your tasks with this hands-on guide to building a task manager."
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0:00
how to build a task manager in notion hi guys welcome back to another video and in this video
0:05
i'm going to be telling you how you can create a task manager in notion so having said that let's
0:11
just jump into the video so first things first what you're going to do is you're going to go
0:15
ahead and create a page we'll just simply click on add a page and then we want to name this page
0:21
task manager like so and we'll keep it an empty page and we'll click on forward slash to add a
0:28
few details like a table view like so okay so for now we're going to go ahead and create a new
0:34
database right here we'll just search for database inline all right here we go and we're going to
0:39
call it project there we go now what we can do is we can create a relations right here and connect
0:46
it to projects there we go add relation boom there we go now we're going to go ahead and fill out
0:50
the data for projects so we're going to keep this name right here we're going to create another one
0:55
we'll delete this one and this one will be a status type of property and we'll say not started
1:02
in progress and done not started will be done and actually we'll keep this and complete will also add
1:09
actually this is perfect you can just simply go ahead and rename this however you want to you
1:14
don't color them however you feel like and then you are good to go next we'll create a date type
1:19
of property and we'll call this timeline over here you can add the dates when it is finished
1:26
or whatnot when your projects are finished next we'll also add another check box and this will be
1:31
a archives so that whenever you want to archive a project you can go ahead and do so we'll leave it
1:37
at that there you go looks pretty cool now if you've already linked them that's good but if you
1:42
haven't you could just simply click over here click on the relations option right here and just simply
1:48
select projects and just call it tasks and you can choose to whether you want to show it on
1:55
projects or not it depends on you but yeah we'll choose it to show on projects there we go i'll
2:01
close it up boom there we go it's already called tasks now let me just add in some data so that
2:06
you guys can understand so we'll just call it tasks one right here tasks two there we go now
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if you click over here onto tasks you can see that we already have it right here we can go ahead and
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add it right here two three it depends on you there you go but as you can see it's on title
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so we'll just remove it right here there we go sorry we'll just backspace so that it is now
2:29
disconnected we'll add task one here tasks two here and task three here and over here you can
2:37
add whatever you want you know project one or two and as you can see it appears over here in the
2:44
project right so it looks pretty cool so now you understand what we did we linked both of them
2:50
and projects will appear on the tasks database and task options will appear in the project database
2:58
so now we are going to go ahead and create a subtask ed category right here we're going to
3:04
click on add and we're going to type sub and we're going to select the relationship you know
3:10
form and we're going to select task and we're going to call it subtask right here and we are
3:16
going to separate the directions all right if you don't know what this will do if you click over
3:22
here it creates properties for each directories of a two-way relationship useful for modeling
3:28
parent task slash subtask so we select this one this will be the subtask and this will be the
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parent task right we just simply click on add relation there you go now this is the subtask
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this is the related back to task we'll just rename it to parent task next what we're going to do is
3:46
we're going to create a database view that can show us easily all the tasks subtasks or parent
3:52
tasks that are available to us for that we need to create a page template now page templates are
3:57
very useful so let me show you how you can do that first we'll click over here all right onto these
4:03
blocks right here on the options next to table and we'll turn it into a page same thing we're
4:09
going to do with table as well uh with projects all right i forgot to rename it but yeah we're
4:15
going to turn it into pages there we go tasks and projects now what we need to do is we need to go
4:20
inside these tasks and we want to select all four of them right all four of these and we want to
4:27
copy the link there we go we want to copy links to all right and we want to open them up and over
4:34
here we'll create a page template we'll call this new task and over here we'll forward slash link
4:41
we'll paste the link and we'll simply click on create linked view of database there we go we'll
4:47
change the view of this to a list right we'll click on these for dos we'll click on layout
4:55
and we'll change it to a list right so and then we want to enable the checkbox or the
5:02
complete property there we go next we have to filter this new task right we'll go ahead and
5:09
hide it and we'll click on filter and we'll select parent task there you go and we'll select the new
5:15
task that was created like so and for this one click on enter another important part that i
5:21
forgot you have to open up this right open up any task and over here create a new template and over
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here rename this new template call new task and then just simply paste the link and click on
5:36
create linked view this will of course follow the exact same steps then we will of course change the
5:42
layout to list there we go go back change the properties to show the checkbox there we go
5:49
and also we need to add a filter which will be the parent task and the parent task will be the
5:55
name of this new task that we have created which is going to be this one right here then we select
6:00
that boom there we go we will also create another sorry about that no we need to delete this another
6:08
filter we need to add is going to be completed so is unchecked so it will only show tasks that are
6:15
unchecked also we need to rename this right also we need to hide this of course hide this database
6:23
title and we'll rename it to subtasks there we go looks pretty cool looks nice that is how you do
6:30
it now we're going to do the exact same thing with the projects as well so but before we do that i
6:37
need to turn it back into inline there we go and now we need to copy the link there we go
6:45
oh of course we also need to turn it into inline as well we will copy the link of the tasks and
6:52
we will open up any tasks right here like so it's opened up we'll create a template all right and
6:58
we'll call it new project doing the exact same thing paste the link of the task create a linked
7:04
view of the database like so the process is going to be exactly the same all right except for one
7:10
thing let me show you which is going to be the filter right let me just write the database title
7:17
instead of you know the parent task we'll go with a new filter the filter is going to be of course
7:23
in projects instead of tasks we'll go with the project and we'll select the parent as the new
7:28
project like so we'll select that and of course we are going to add the complete is unchecked of
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course i'm going to create two ones this is going to be incomplete we'll click on done and now we
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will duplicate it there we go it is now duplicated and we'll add it right here and we'll call it
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complete like so i added the gallery view if you don't know how to add that you just simply click
7:51
on forward and just scroll down to the very bottom and you will see columns a b three columns four
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columns five columns so i selected two columns and now we have incomplete and complete of course
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the filter is going to be checked because since it is completed so it's supposed to show completed
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next what we'll do is we'll go ahead and create a new view so now what we can do is this is the
8:14
task manager now what we'll do is i'll just simply go ahead and copy the link just in case now i will
8:20
turn this into pages and create a new view where i can divide my tasks into common dates like
8:28
tomorrow today and next week right so first i will create a multi-column page right here i'll
8:35
click on forward slash scroll down and i will select these three columns you can go with four
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five whatever as you can see i have now columns one two three three columns now what i will do
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now is i will paste the link of my task over here and click on create new database like so
8:56
so we're going to change the view all right to lists of course it's already there now we're
9:01
going to change the property okay date of completion and we will click on the check
9:07
part there we go and we'll just simply hide this database title there we go now what we can do
9:13
is since we have already gotten three blocks right here go ahead and duplicate right so duplicate
9:21
these and control and duplicate this move it right here and we'll take this one and move it right here
9:29
like so and of course decrease the size somewhere like this increase the size like so we'll increase
9:38
the space now we'll just go ahead and rename it right today tomorrow and next seven days or next
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week like so now since this is today so we're going to change the filter to today we're going
9:53
to click on doc and we're going to click on advanced right add an advanced filter doc like so
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right doc is today and completed is unchecked this will allow us to see any tasks that are
10:11
not completed right here and same thing for tomorrow since this is for tomorrow of course
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the filters are going to be doc we'll go ahead and add a advanced filter doc is tomorrow like so
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and of course we'll go ahead and complete it is unchecked of course there we go and of course for
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this one we're going to add more filters we're going to have to add two more date filters right
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we'll go ahead click on doc go on advanced filters where doc is after tomorrow like so we'll add
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another advanced filter where doc is between we'll select the date range is relative to day this
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or we'll call it next one week there we go all right and we'll add another filter rule where
11:02
completed is unchecked there we go now we have now created the multi-column view it is now complete
11:09
now we'll create another task or another bar where we will keep our unscheduled tasks so we're going
11:17
to duplicate this and we are going to remove the filters like so and we are going to keep call it
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unscheduled and we will keep it like that there we go unscheduled now we will also add another
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column right here pull this down like so and over here we'll copy this like so and we'll put it right
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here and we will change the layout to calendar this is going to be the calendar now like so
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keep it down here and we'll put it over here if our needs be like so our tasks are way down here
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but you know keep it as they are now what we need to do next is over here we'll have no data set
12:04
now all we need to do is if we want to move our filters or our unscheduled tasks we can put them
12:11
anywhere in this you know calendar we want to yep now we've just changed the layout it looks much
12:18
better now now all that's left for us to do is to create a inbox which i will do this right now so
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we just simply duplicate it right so we'll duplicate this and we'll put this right here at
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the top it's going to be our today and we'll rename it to inbox like so and the filters will be empty
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and is clear it will be for projects contains is empty there we go that's nice and now finally we
12:50
need to add our projects over there at the top we'll copy the original link of the project right
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and we'll just add it right here we'll go ahead and add two columns right here like so and we'll
13:06
move it over here and we'll paste it over here paste the link and create a linked view of database
13:13
and instead of tables we'll change the layout to a gallery that looks much better and we'll
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increase the view like so i think that looks much better and right here next to our inbox we will
13:26
have all of our projects and yeah i think that looks much better and that is it for this video
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guys hope you guys enjoyed this video if you have any questions let me know in the comment sections down below and i'll be sure to answer them as soon as possible so having said that i will catch
13:38
you guys the next video and until then take care and goodbye
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