Notion an All in One Personal Knowledge Management Task System

Posted by Alan Barr on Sun 06 September 2020

Notion is one of the best and most flexible personal knowledge management systems on the market. Yet, this flexibility is its greatest weakness. Without a consistent framework of organization, which I will discuss, you will waste time creating one which already exists. I will cover how I use Notion using a structured approach. This same approach applies to other tools. The reason I am writing this today is that Notion features a free plan making it easy to start your system today. I recommend taking Notion for a spin if you do not already have a knowledge management system.

notion icon

Do you have many projects in your life? Do you need to keep a lot of broad information nearby but there is not always one great place to put that information? Do you wish you could pull related information together but it lives in too many different systems to be valuable or usable? Well, Notion can help with this and it all relies on the usage of Notion's databases to help you stay consistent. If you prefer a video you can watch this explainer. I use this system to find material I read and now I can create new content easily. In the past I thought I could simply remember everything and search for it but my brain, time, and the overwhelming amount of day to day noise proves it is impossible without a system.

Why does the concept of a Second Brain Resonate with me?

I love learning and what I lacked was a consistent system to remember and reflect on materials I learned. Through school and university I completed assignments but I never built the habit of keeping my knowledge base around. Until, recently when I switched from doing the work to crafting the work that I realized I needed to invest in a system but I did not have a name for it. That is when I stumbled upon Tiago Forte on the Keep Productive Youtube Channel. At that moment I realized I was not searching for a new technology tool but a framework of thinking and managing my knowledge using technology. What excites me is the continual crafting and creation of new information products for others and seeing myself apply new ideas more often and more effectively than ever before due to this consistent framework.

Consistent Personal Organization is the key

Tiago Forte, a productivity expert, recommends the PARA framework, Projects, Areas, Resources, and Archives system of organization. In Notion, these work best as databases so that you can pull in each individual project, area, or resource onto another page as you like. This enables you to bring in the data you need anywhere. If you keep one of these sections as a page with nested pages it becomes harder to link. The best example is the use of a dashboard page that links out to other pages or features a toggle to expose the data you need to see. Notion makes it easy to display on a page only the information that matters to you based on the context YOU designed.

The key to notion usage is showing and displaying the data you need based on the context you need it in.

Notion PARA

Pages to Curate Information Context

Scratch Pad and Resource Inputs

Databases to power pages

Notion helps you surface information in the right contexts

There is a lot to love about Notion. The best feature of Notion is linking relations between databases. An Actions database, explained later in this article, for ALL tasks will make it simple to display what you need to do in different scenarios. Once you keep all your tasks in this master database you can show which projects they are part of and include them on any page as you like. You can then change how to display those tasks depending on your need.

Databases enable new ways to view that data using linked databases

Relations enable more feature-rich functionality than a simple embedded select or multi-select dropdown in one database. The power this provides is a flexible dashboard and interface for your projects and information so that you can focus on only what matters. You can also surface extra information to help synthesize ideas you come across.

notion views

Pages

Pages allow the embedding of inline databases or can make the whole page the database. You can customize the layout of a page by dragging the blocks around the page and Notion will highlight in blue if the item will change the page layout. Every line of a page is a block and can turn into other types of blocks such as pages, headers, callouts, and anything else. Notion supports markdown as shorthand instead of using the contextual menu. Blocks can move up and down within a page which I find much easier than cutting and pasting content around a document. Databases feature some level of spreadsheet logic which allows for some interesting tricks.

Actions Database

Notion is the best project manager if you like it as your personal knowledge management system. Notion has desktop and mobile apps that as of this writing offer a poor experience. The friction to enter a task into notion is high, much higher than dedicated task management apps. The benefit of keeping your tasks in Notion is the proximity of project data and project tasks for reuse. Consider using Notion only for tasks related to specific projects. The benefit of this is to reduce context switching and enable flow as part of your work. Below is a rough example of the Task database I use featuring the "Marie Matrix" invented by Marie Poulin who came up with the idea of the master task database.

Notion Actions

The point of this is to build a second brain, a knowledge management system, that helps you synthesize and relate ideas over time. As well as keep track of tasks related to your projects. The power of this is a customized personal system you can refine and fine-tune to be a natural well-spring of creating and refining valuable content and information.