Posted on Leave a comment

Notion Beginner’s Guide: Create Your First Dashboard

TL;DR: A Notion dashboard is a single page that aggregates your databases, links, and widgets into a visual command center. You create it by adding a blank page, inserting blocks like databases and headers, and then organizing them with columns and views.

Step 1: Create Your Base Page

Open Notion and click “+ New Page” in the left sidebar (or press Ctrl/Cmd + N). Name it “My Dashboard.” You’ll land on a blank page. Click the “…” menu (top right) and select “Full width” to give yourself more horizontal space.

If you want to dig deeper, check out our guide on Personalized Nutrition: Daily Microbiome Data Plans.

Step 2: Add a Cover & Icon (Optional, but Fun)

Click “Add cover” at the top of the page to pick a gradient or upload an image (not required for function). Then click “Add icon” to choose an emoji or custom icon. This helps you recognize the page at a glance in your sidebar.

Step 3: Structure with Headings and Text

Type /heading 1 and write “My Week.” Then type /heading 2 for sub-sections like “Tasks,” “Notes,” and “Goals.” Use plain text (just start typing) for a short welcome sentence. These headings will act as anchors for your blocks.

Step 4: Insert Your First Database (Tasks)

Type /database and choose “Table” (or “Board” if you prefer kanban). Notion will create a linked database. Rename the columns: add a “Due Date” (type /date), a “Status” select (with options like “To Do,” “Doing,” “Done”), and a “Priority” select. Click “+ New” to add a few sample tasks.

Step 5: Add a Second Database (Notes or Links)

Below your tasks, type /database again and choose “List” for quick notes. Add a “Title” and a “Tag” multi-select. Alternatively, create a simple “Link” database with columns for URL and description—just paste any web link into a row.

Step 6: Arrange into Columns

Hover over the left edge of a database block. Click the “⋮⋮” handle that appears. Drag it to the right of another block until a blue vertical line appears, then release. This puts two databases side-by-side. For a 3-column layout, drag a third block next to the second.

Step 7: Add Filters and Views

Click the “+” next to your database’s tab (e.g., “Table”) to add a new view, like “Board” or “Calendar.” Then click the view name → “Filter” → add a rule, e.g., “Status is Not ‘Done’” to show only active tasks. Repeat for each database.

Step 8: Embed a Calendar or Progress Bar

Type /calendar and select “Calendar” to see date-based tasks. For a visual progress bar, create a “Formula” column in your tasks table (e.g., if(prop("Status") == "Done", 1, 0)) and then use a “Rollup” or a simple “Progress” bar via the /progress command (if available). Notion’s native progress bar works when you use a “Checkbox” property.

Step 9: Final

Related Articles

发表回复

您的邮箱地址不会被公开。 必填项已用 * 标注