#007 | Simplest Way to Get Organized

New & Noteworthy:

• Every Notion beginner needs to read this. My take: Many beginners are wooed by the shiny bells, whistles, widgets, and aesthetic templates. I’ve used Notion for 7+ years now and have sold templates for 2+ years, focus on establishing great foundational knowledge of Notion (databases, relations + roll-ups, formulas, and automation) and buy what you can’t build yet or what would take you a lot of time to build.

• Notion Mail is here as Notion stakes another claim to be your one-stop productivity platform.

• Finally, an AI-powered feature we actually need. Gmail search just got a lot smarter, thanks to AI

• Want to lead better? Start by unlearning these leadership myths… Even if you’re not in a leadership role, this is a great read.

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“I felt overwhelmed when starting to use Notion. Now, everything is organized in a simple-to-navigate style and I’m building in some cool automation and integrations.” — Corey Barnes, Engineer SurveyMonkey

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Notion Kit #007 | Simplest Way to Get Organized

Ever feel like you're juggling too many moving pieces?

Projects, tasks, deals, ideas… 😮‍💨

Without a clear way to track where each item is at?

That’s where Notion’s Board View comes in!

It turns otherwise scattered lists into a visual flow, so you can see exactly where things stand and what needs attention.

Take a sales pipeline, for example…

Watch Video Tutorial (<2 mins):

How to Set It Up:

1. Create a Notion database with your deals, deal value, deal stage, account owner, and main contact

2. Click “Create View” and select Board View

3. Group by Deal Stages

That’s it!

You created a systematic way to visualize the progress of each of your sales deals quickly.

Want to use this later? Duplicate the Sales Pipeline Board

Other Ways to Use Board Views in Notion

Not in sales?

No worries!

There are countless ways Board Views can simplify you’re organization…

👨‍💻 New Software Implementation (Smooth out the rollout process.)

Columns: Research → Vendor Shortlist → Testing → Deployment → Adoption 

Use Case: Keep IT teams, leadership, and employees aligned during a company-wide software change.

📝 Content Development by Stage (Organize your creative process.)

Columns: Idea → Drafting → Editing → Scheduled → Published

Use Case: Map out blog posts, newsletters, videos, and campaigns from concept to completion.

🔄 Employee Onboarding Process (Streamline new hire integration.)

Columns: New Hire Added → Paperwork Complete → Training → First 30 Days → Fully Onboarded

Use Case: Ensure every new employee moves smoothly through onboarding, so nothing gets missed—from HR paperwork to role-specific training.

📦 Product Development Lifecycle (Keep innovation moving forward.)

Columns: Concept → Prototyping → Testing → Refinement → Launch

Use Case: Give teams a clear, visual roadmap for product creation, helping them spot bottlenecks and keep launches on track.

Join the convo on Reddit! Notion users are sharing their use cases for Board View:

Notion’s Board View makes progress tangible—you’re not just tracking tasks, you’re visually watching them move toward completion.

That’s today’s Notion Kit—a small tweak with big impact. 🚀

Ready for the next step? Here’s what I recommend:

• Explore My Notion Template Library – Get premium templates to visually map ideas, boost your business, build Notion-based websites, and unlock Notion’s full potential.

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