How to Edit Templates in Notion: Customizing and Adapting to Your Needs, Preferences, and Branding

Notion is a powerful all-in-one Productivity tool that allows you to create and manage a wide range of content, from notes and documents to databases and project boards. One of the standout features of Notion is its extensive collection of templates, which serve as a great starting point for various use cases. However, to truly make these templates your own, you might need to customize and adapt them to your specific needs, preferences, and Branding. In this article, we will walk you through the process of editing templates in Notion.

Step 1: Selecting a Template

Before diving into customization, you need to select a template that aligns with the purpose you have in mind. Notion offers a vast library of templates designed for tasks such as Project management, note-taking, personal Goal tracking, and more. To access templates, open Notion and click on the "+" icon in the sidebar. From the dropdown menu, select "Template."

Step 2: Understanding the Template Structure

Once you've chosen a template, it's essential to familiarize yourself with its structure. Templates consist of preconfigured pages, blocks, and elements that are organized in a specific way to provide Functionality for a particular purpose. Take some time to explore the template's contents, paying attention to the different sections and their purpose.

Step 3: Modifying Page Titles and Descriptions

To start customizing a template, you can begin by modifying the page titles and descriptions. Click on the existing text and replace it with your own. This allows you to tailor the template to better reflect the specific project, task, or topic you're working on. Additionally, update any relevant descriptions to provide context or additional information that suits your needs.

Step 4: Editing Blocks and Elements

Beyond page titles and descriptions, you can modify the blocks and elements within the template. Notion allows you to add, remove, reorder, and modify blocks according to your requirements.

To add a new block, place your cursor at the desired location and press "/" on your keyboard. This opens the block menu, where you can choose from a variety of block types such as text, headings, lists, checkboxes, and more. Select the appropriate block type and input your content.

To delete a block, hover your cursor over it, click on the three-dot icon that appears on the left, and choose "Delete." Alternatively, you can select the block and press Delete on your keyboard.

To reorder blocks, click and drag the six-dot icon that appears on the left side of a block, then move it up or down to the desired position.

To modify a block's content, simply click on the text to edit. You can change the wording, formatting, or add Links or images as needed.

Step 5: Customizing Database Views

If the template you're working with includes a database, you may want to customize its views to suit your preferences. Notion offers various views for databases, such as table, calendar, list, and gallery.

To change the database view, open the database and click on the dropdown menu labeled "Table" or the current view name. From there, you can select the desired view type. Each view offers unique features and functionalities, allowing you to choose the one that works best for your workflow.

Step 6: Adding Your Branding

To give the template your personal touch or incorporate your Branding elements, Notion allows you to customize colors, fonts, and even add your Company Logo. Here's how to do it:

1. Click on "Settings & Members" in the sidebar.
2. Under the "Style" tab, you'll find options to customize the appearance of your Workspace.
3. To change the Workspace color, select a new color from the palette, or enter a specific color code.
4. To modify the default text font, choose from one of the available options or upload your own font.
5. To add your Company Logo or any image, click on the "Upload Logo" button and select the file from your computer.

By customizing the Branding, you can make the template more visually consistent with your organization or personal preferences.

Step 7: Saving Your Customized Template

Once you have finished customizing the template, it's essential to save your changes as your custom version. To do this, click on the "Template" button at the top right corner of your Workspace and choose "Duplicate." This action creates a duplicate of the template, which you can then rename and organize in your Workspace.

Conclusion

Customizing and adapting templates in Notion allows you to create a personalized and tailored experience that suits your specific needs, preferences, and Branding. By following the steps outlined in this article, you can make the most out of Notion's templates while maintaining control and flexibility over your Workspace. Remember, templates are starting points, and customization is the key to unlocking their full potential in helping you achieve enhanced productivity and organization.