Notion for Beginners: Complete Setup Guide (2026)
Learn how to use Notion from scratch with this comprehensive beginner guide. Covers workspace setup, databases, templates, and practical use cases for personal and team productivity.
What is Notion?
Notion is an all-in-one workspace that combines notes, databases, wikis, and project management. Unlike single-purpose apps, Notion's flexibility lets you build customized systems for almost any workflow.
Why People Love Notion
Flexibility - Build exactly what you need, from simple notes to complex databases All-in-one - Replace multiple apps with one workspace Beautiful - Clean design that's enjoyable to use Free tier - Generous free plan for personal use Templates - Start with pre-built setups
Who Notion is For
Notion works for almost anyone, but especially:
- Knowledge workers managing information
- Students organizing courses and assignments
- Teams needing shared documentation
- Freelancers tracking projects and clients
- Anyone drowning in scattered apps
Getting Started
Creating Your Account
- Go to notion.so
- Sign up with email or Google/Apple
- Choose Personal or Team workspace
- Walk through the brief onboarding
The Notion Interface
Sidebar - Your workspace navigation. Shows pages, favorites, and templates.
Main area - Where you create and edit content.
Top bar - Page title, sharing options, comments, and history.
Your First Page
Click the "+" button in the sidebar to create a new page. Type a title and start writing. That's itโyou've created your first Notion page.
Basic Formatting
Type "/" to open the command menu. Here you can insert:
- Headings (H1, H2, H3)
- Bulleted and numbered lists
- To-do checkboxes
- Dividers
- Images and files
- And much more
Pages and Blocks
Notion is built on two core concepts: pages and blocks.
Pages
Pages are Notion's fundamental unit. A page can contain:
- Text and media
- Other pages (subpages)
- Databases
- Embeds and widgets
Pages can nest infinitely. This lets you create organized hierarchies:
๐ Work
๐ Projects
๐ Website Redesign
๐ Q1 Marketing
๐ Meeting Notes
๐ Reference Docs
Blocks
Everything on a page is a block. Paragraphs, headings, lists, imagesโall blocks.
Block properties:
- Drag to rearrange
- Click โฎโฎ to access options
- Turn into different block types
- Comment on specific blocks
Block types include:
- Text (paragraph, headings, quotes)
- Lists (bulleted, numbered, to-do, toggle)
- Media (images, files, bookmarks, video)
- Advanced (databases, embeds, callouts)
Toggle Blocks
One powerful block type is the toggle. Click to expand/collapse content. Great for:
- FAQ sections
- Hiding details until needed
- Organizing long pages
Columns
Drag a block next to another to create columns. Useful for:
- Side-by-side comparisons
- Dashboard layouts
- Multi-column pages
Understanding Databases
Databases are Notion's superpower. They turn simple notes into structured, filterable, sortable information.
Database Basics
A database is a collection of pages with shared properties. Each row is a page; each column is a property.
Property types:
- Text - Plain text
- Number - Quantities, ratings
- Select - Single choice from options
- Multi-select - Multiple tags
- Date - Dates and reminders
- Person - Team member assignment
- Checkbox - Yes/no
- URL - Links
- Formula - Calculated values
- Relation - Link to other databases
- Rollup - Aggregate data from relations
Database Views
The same data can be displayed multiple ways:
Table - Spreadsheet-style grid Board - Kanban columns (like Trello) List - Simple list of entries Calendar - Items by date Gallery - Visual cards Timeline - Gantt-style timeline
One database can have multiple views. Your task database might show:
- Board view for project status
- Calendar view for deadlines
- Table view for detailed data
Filters and Sorts
Customize views with:
Filters - Show only items matching criteria (e.g., "Status = In Progress") Sorts - Order by property (e.g., due date ascending)
This lets you create focused views like "My Tasks Due This Week" or "Completed Projects."
Your First Database
- Type "/database" and choose "Table - Inline"
- Add properties (columns) for your data
- Create entries (rows)
- Add views (Board, Calendar, etc.)
- Create filters for different perspectives
Using Templates
Templates save time and provide starting points for common setups.
Block Templates
Repeatable content blocks. Create once, insert anywhere:
- Meeting note structure
- Project page format
- Weekly review template
To create: Make a template button block, design content inside, then click to duplicate.
Page Templates
New pages can start from templates. In a database, click "+ New" then create a template for new entries.
Notion Template Gallery
Visit notion.so/templates for pre-built systems:
- Personal wikis
- Project management
- Goal tracking
- Content calendars
- CRM systems
Download, customize, and make them yours.
Duplicating Templates
When you find a public template:
- Click "Duplicate" in the top right
- Choose your workspace
- Customize to fit your needs
Practical Use Cases
Personal Wiki
Create a home page linking to your knowledge:
๐ My Wiki
๐ Books & Reading
๐ Health & Fitness
๐ Recipes
๐ Travel Notes
๐ Learning
Task Management
Build a tasks database:
- Status (Not Started, In Progress, Done)
- Due Date
- Project (relation to projects database)
- Priority (High, Medium, Low)
Views: Today's Tasks, This Week, By Project
Meeting Notes
Database for all meetings:
- Date
- Attendees
- Meeting Type
- Linked Project
- Notes (page content)
- Action Items (linked tasks)
Reading List
Track books and articles:
- Title
- Author
- Status (To Read, Reading, Finished)
- Rating
- Notes and highlights
Project Dashboard
Central page with:
- Active projects (database view)
- Tasks (filtered to this week)
- Meeting notes (filtered to recent)
- Quick links to key resources
Pro Tips and Shortcuts
Keyboard Shortcuts
Essential:
Cmd/Ctrl + N- New pageCmd/Ctrl + P- Quick searchCmd/Ctrl + /- Command menuCmd/Ctrl + Shift + L- Toggle dark mode
Formatting:
Cmd/Ctrl + B- BoldCmd/Ctrl + I- ItalicCmd/Ctrl + U- UnderlineCmd/Ctrl + E- Inline code
Blocks:
/todo- Checkbox/h1,/h2,/h3- Headings/toggle- Toggle list/callout- Callout block
Markdown Support
Notion supports markdown:
**bold**โ bold*italic*โ italic# Headingโ H1- itemโ Bullet[x]โ Checkbox
Synced Blocks
Content that updates everywhere:
- Create block content
- Select and choose "Copy link to block" or "Turn into synced block"
- Paste elsewhereโedits sync across all copies
Great for: headers, contact info, recurring content.
Relations and Rollups
Relations link databases together. Your Tasks database can link to Projects. Click a task to see its project.
Rollups aggregate data across relations. Show total tasks per project, average rating, or completion percentage.
Web Clipper
The Notion web clipper (browser extension) saves pages directly to your workspace. Great for research and reading lists.
Next Steps
Start Simple
Don't build complex systems on day one. Start with:
- A few simple pages
- One basic database (tasks or notes)
- Template for repeated content
Add complexity only when you feel the need.
Learn More
Notion Help Center - Official documentation YouTube tutorials - Visual learning r/Notion - Community tips Template galleries - Inspiration and starting points
Common Next Steps
- Connect to other tools (calendars, Slack)
- Learn formulas for calculated fields
- Build a personal dashboard
- Create team workspaces
- Explore API and integrations
Notion's power comes from customization. There's no "right" wayโbuild what works for your workflow and iterate over time.