How to Create a Notion Dashboard: Step-by-Step Guide and Tips
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How to Make a Dashboard in Notion
Notion is a powerful productivity tool that helps you organize and manage your personal and professional life. One of Notion’s standout features is its ability to create fully customizable dashboards that serve as a central hub for all your important information. In this article, we’ll guide you on how to build a dashboard in Notion using the latest features and best practices.
Step 1: Define the Purpose of Your Dashboard
Before diving in, decide what you want your dashboard to do. It can function as a hub for:
- Project management – Track tasks, milestones, and deadlines.
- Task tracking – Manage daily to-dos and long-term projects.
- Data visualization – Display charts, progress bars, or calendars.
- Personal organization – Organize routines, notes, and goals.
Having a clear objective will help you decide which blocks and integrations to include.
Step 2: Create a New Page for Your Dashboard
- Open Notion and click the + New Page button in the sidebar or press
Ctrl/Cmd + N. - Give your page a clear and meaningful name, such as Personal Dashboard or Project Overview.
- Enhance the look of your dashboard by adding an icon and a cover image. These visual elements improve navigation and give your page a professional appearance.
Tip: Instead of duplicating pages or using outdated methods, use Notion’s built-in Toggle List block to hide or show sections of your dashboard as needed.
Step 3: Customize Your Dashboard Layout
Now that your page is set up, it’s time to arrange your content. Notion offers several tools and blocks to help you create an effective layout.
- Columns and Blocks:
- Arrange content side by side by dragging blocks next to each other. This creates columns that let you display databases, calendars, and text in an organized manner.
- Use Toggle List blocks to compress sections that you don’t need visible all the time.
- Tables and Databases:
- Add tables or create databases by clicking the + icon and selecting the appropriate block.
- Customize columns to track the data that matters most to you.
- Inline and Linked Databases:
- Use inline databases to embed key information directly on your dashboard.
- Create linked databases to connect related pieces of information. This approach works well for tracking dependencies or summarizing progress.
- Formula and Roll-Up Properties:
- Incorporate formula properties to perform calculations like totals or averages.
- Use roll-up properties to aggregate data across multiple entries, giving you quick insights into your projects or tasks.
Step 4: Enhance Your Dashboard with Integrations and Automation
Leverage integrations to automate workflows and keep your dashboard dynamic:
- Native Integrations:
- Notion now supports smoother integrations with tools like Google Calendar, Trello, and GitHub.
- Link your external accounts by selecting Integrations from the + icon and following the prompts to configure each service.
- Widgets and Third-Party Tools:
- Enhance your dashboard by embedding dynamic widgets (e.g., weather, clock, progress bars) using services like Indify and Apption.
- Simply paste the shareable embed link into an Embed block to add real-time content to your dashboard.
- Notion API and Automation:
- For advanced automation, the Notion API now offers robust capabilities for integrating custom workflows. Sync data from other productivity apps or automate repetitive tasks.
- Explore automation tools such as Zapier or Make (formerly Integromat) to connect Notion with your favorite apps and streamline your workflow.
Step 5: Share Your Dashboard and Collaborate
Once you’ve tailored your dashboard with all the necessary elements, it’s time to share it:
- Click the Share button in the top-right corner of your Notion window.
- Choose the appropriate sharing settings—whether you want to allow viewing or editing access.
- Copy the generated link to share with teammates, clients, or stakeholders.
- Consider setting up public access or embedding your dashboard on a website if you need to share it more broadly.
Tip: Regularly review and update sharing permissions to ensure that sensitive information remains secure.
Conclusion
Creating a dashboard in Notion can transform the way you organize and manage information. By defining your objectives, setting up a dedicated page, customizing the layout with columns, tables, databases, and toggle lists, and enhancing functionality with integrations and automation, you can build a powerful, personalized hub for productivity. Notion’s flexibility and continuously evolving features ensure that your dashboard will not only be functional but also visually appealing. Start building your Notion dashboard today and streamline your workflow like never before.