The portals I create for my clients can be multiple pages deep and sometimes just a single page, depending on the complexity of the project and how much content I need from you before I can begin designing, but there are a few things you’ll always have in your portal space:Īn inbox where we can “email” each other within Notion Now you’d be able to comment, add/edit content, complete the homework assignments that I’ve assigned to you which are required in order for me to be able to get started.
#SIGN INTO NOTION FREE#
You’d get an email invitation directly from Notion with the link to the portal page where (by default) you’d be able to view, click & read-only.įor Edit & Comment access, you’d need to create a free Notion account so you can be signed in with your own account, but you can do create an account by signing in with Google or some other easy way to “join” and I promise it won’t cost you a single dime! So, when your customized portal is ready, I’d add you as a Guest to that portal workspace which allows you to use Notion with me. Honestly though, collaboratively using a tool like this does actually make the process simpler, less confusing, and headache-free! I know it’s not ideal to be told, “Hey we’re going to use this thing you’ve never heard of & you have to create an account there to use it!” 🤦🏻♀️ –I know yet ANOTHER account?
Guest Access in Notion Accepting a Notion invite Notion beat most things in those categories because it allows us to create truly customized spaces for each need, and that’s why I loved using it with my clients as the Portal hub.īut what does that look like? Check it out below and catch a sneak peek of the VIP Day portal hub in the video at the bottom of this post!
#SIGN INTO NOTION HOW TO#
On the flip side, from my client’s point of view, Asana has a bad rep for drop-kicking clients into notification-hell, ClickUp was the hardest for clients to figure out how to use with me (read: the steepest learning curve), and Trello could just be a mess because it lacked the more flexible structure & permissions levels that Asana & ClickUp had.
#SIGN INTO NOTION UPGRADE#
Problems I ran into were big, like being ridiculously expensive (eh-em, Asana) to upgrade for a solopreneur wanting paid-plan-only features, or being too robust for its own good (*cough* –ClickUp), or becoming messy & not having a global calendar (yeah I'm talking to you, Trello). While I did like aspects of them all, I could never find my groove in any of them –and neither could my clients, which was a big problem for both of us. I’ve tried or researched every major PM (project management) tool out there (8 or 9 apps to be exact –and I’m not kidding!) Notion is an incredible platform, both for business & personal use. In 2021, one of the biggest changes in my business was switching to Notion for my project management tool, –because my clients responded so much better to it! Collaborative efforts with clients was suddenly so much easier, smoother, and simpler. You can now convert it back to a table by choosing "Turn into page".20 have been so up-and-down and brought us LOTS of changes. The new title of the table will have a "(1)" after it, so you may want to rename it.
This will show a loading indicator showing that the entire table's contents is being migrated over. Highlight all cells in the inline table and the placeholder node, then copy them. this could be a simple "Test" node with text). Go to the container of the table hit "." and choose "Turn into inline".Īdd a placeholder node above or below the table (e.g. Instead, it'll paste them as simple page links and only maintain their titles. The one complication is tables, which it won't copy over by default if they're not displayed inline. Normally this can be done by selecting a bunch of blocks of text on the page, and then hitting ctrl+C to copy, and then pasting in the new account. However, there is a much simpler way if you only need to transfer a handful of pages. As mentioned, one option is to follow the official instructions.
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