Notion is an easy-to-use project management tool that helps you organize your life and work. And that means managing a million items, and that can get messy, even on Notion. There are too many moving pieces, but you can declutter your space with a Notion dashboard.
By creating a Notion dashboard, you decide what is important and what action items you want to give the most attention to. It helps you identify critical and time-bound tasks and keep a close eye on them.
The dashboard can take any shape or form based on your life goals, business niche, and style. In this article, we will create a Notion dashboard for a content marketing agency - but it will cover all steps to creating dashboards for any niche or industry.
Here are the four simple steps to creating a Notion dashboard:
1. Create a rough spreadsheet for visual guidance
This step is not a prerequisite, but it simplifies and speeds up the process. It makes for the perfect blueprint that can be morphed quickly into a functional Notion dashboard.
This rough representation allows you to focus on the finer details of your dashboard without worrying about the high-level view.
The blueprint of a content marketing agency’s dashboard, for example, would look like this:
We have divided the dashboard into three vertical sections.
- Focus: This section captures all imminent tasks internal and external to the agency.
- Client-Related Activities: It captures all client-related tasks.
- Internal Activities: This section captures everything related to the internal functioning of the agency, right from marketing to invoicing.
Each section has a list of tasks and subtasks. With a clear blueprint, now it’s going to be much easier to create your dashboard on Notion.
2. Create a blank page and set up your preferred layout
You can add a simple image and an icon to make the dashboard look more aesthetic. Alternatively, you can add plain colors or gradients - whatever works best for you.
We also added the three columns introduced in the previous section - Focus, Client-related activities, and Internal Activities.
Each of the three is tagged as H1 to give them a larger font size.
With that, the skeletal structure of your dashboard is ready.
3. Add all tasks and subtasks to the Notion Dashboard
We will stick to the blueprint created in Step 1 and fill out the columns with tasks and subtasks.
Each task in the above image is a Toggle Heading 2 block. You can view the subtasks by expanding the tasks as well.
All the subtasks are individual pages. They can take the shape of tables, databases, landing pages, or any other page style that Notion offers.
Clicking on one of the subtasks takes you to the pertinent page where you can use Notion blocks.
Pro tip: You can directly link your content calendar on Notion. In this instance, clicking on the SEO Content Calendar item under Internal > Marketing subtask would take you to the agency’s content calendar.
The calendar can be further arranged in different views as highlighted in the above image.
Similarly, you can create new databases or boards for each subtask in the calendar. Alternatively, you can link existing databases to the subtask.
How can you do that? On clicking on the Social Media Marketing subtask, you will see a new page. Create a table view block there.
Notion will ask you to select a data source. Over here, you can find all existing databases.
In this example, we will import the Social Media Calendar database into the Social Media Marketing subtask.
And that’s it! Your existing dashboard is available in the subtask.
4. Design your dashboard
Setting up a dashboard is one thing, but creating one you want to visit and use daily is a whole different ball game. With Notion, you can build aesthetic dashboards in no time.
You get many design features that transform your dashboard into a page your team loves.
Consider adding these design items to make your dashboard appealing:
1. Jump links section for mobile phone users
Notion creates responsive pages to ensure that they render well on smaller screens. When you access your dashboard on your mobile phone, all the columns align into a single vertical file. The three sections that appear parallelly on a desktop screen will appear in a serial pattern on a mobile phone.
This means, mobile viewers do not have the complete dashboard in their visual space. They need jump links at the top to take them to the section they want to see.
A good practice is to add a table of contents block right after the page title with in-page links to all the major sections on the page.
2. Add emojis to tasks and subtasks
This optional step adds flavor to your dashboard. Emojis break the monotony of text and act as a subtle visual guide. They also appear in the table of contents block as seen in the previous image.
You can use the Emoji block to add an emoji right before a subtask. Type /emoji and click on the only option that appears or hit the colon key also works to populate the complete list of emojis.
Continue typing to find the emoji of your choice. For example, on typing ebook, you will find emojis that look like an ebook.
Here is what your dashboard will look like with the jump-links and emojis.
3. Add quick-access links
Quick access links are any links that your team accesses frequently. It could be your team’s project board, community page, leave application portal, salary slip portal, etc.
4. Embed your Google Calendar
Embedding Google Calendar in Notion is a simple two-step process. It will help you show all the important events in a calendar view. Your team can block their calendars accordingly.
Here’s what the updated version of the dashboard looks like with the calendar and quick access links in place.
It’s much easier to create, maintain, and design dashboards on Notion than on spreadsheets. You get sleek design capabilities combined with unlimited customization potential.
But Notion is not limited to creating dashboards or taking notes - You can create aesthetic websites for your business in no time. When combined with Super, your Notion website can turn into a well-designed, fast, and SEO-friendly lead-gen engine.