Notion Settings: Best Practice for a New Account and Workspace

Set the personal workspace first, always create a database from a table, have a template zone, create database items outside the database
Start button - tips for Notion settings

Tips for Notion settings that will make it easier for you to begin organizing your stuff with Notion

before starting Notion settings, Notion app is a productivity tool that is gaining attention and appreciation among experts and users.
Before starting Notion settings, read our review on Notion App

For many users, Notion settings could be a little confusing at first, especially the structuring of the workspaces.

4 tips for smooth start with Notion settings:

Set the personal workspace first

When creating a Notion account the outcome is a workspace. It comes with some defaults that you can change to fit your need and style or to delete. Everything that is related to the workspace is shown on the left side menu.

Each workspace has four areas in the left side menu:

  1. Private area with all the information from the particular workspace that you keep for yourself
  2. Workspace area with all the things from the workspace that you share with other members of the workspace
  3. Shared area where you see all the things other members of that workspace shared with you
  4. Favorites area

It is best to set the first workspace, the one that you get when creating the account, as your personal workspace, and then create or join different work-spaces. You can add members to your personal workspace and share stuff you choose with them.

Always create a database from a table

Databases are one of the most powerful features of Notion. In a database, you can organize information that can be sorted or filtered by various properties you define in the database. Every database can be viewed in a table form, kanban style board or calendar.

You can start a database from each one of the views, but we recommend to do it from the table view and then add the other views. Start from the table view even if you will use the kanban view or the calendar view more. The reason is that a database that started from the table view avoids any problems when connecting between databases.

Have a template zone

In Notion you can create templates for repeating blocks and pages. When you create a new item or page it is added locally, where the Template Button is located in your workspace.
In a loaded workspace, this could cause clutter and difficulties in finding the items you just created.

Best practice for notion settings is to set a template zone where all new items created from templates are added. After creating the new item, drag it to place you need it to be.

Create database items outside the database

Sometimes it is easier to create a new item outside the database and when it is ready to drag it into the database, where it automatically gets all the properties. This is most useful when dealing with content databases.

After Notion settings are completed, take the time to play around and explore the app.