Let’s be real—when you're juggling a business, clients, and life in general, it can sometimes feel like everything’s spiralling out of control. One minute you're on top of things, and the next, you’re buried under an avalanche of to-dos, reminders, and sticky notes. Sound familiar?

Enter Notion—the one tool I use every day that keeps both my personal and professional life in check. Whether you’re a virtual assistant like me, an entrepreneur, or a busy professional, Notion can be your saving grace. So, if you’ve ever found yourself playing catch-up, I’ve got some tips that will help you get on top of everything (and stay there!).

Why Notion?

Notion is like the Swiss Army knife of organisation. It’s fully customisable, allowing you to build your workspace exactly the way you want it. You can use it to manage client projects, track personal goals, plan social media content, keep your finances in check—basically, anything that clutters up your mind can find a home in Notion.

Here’s why it works:

• All-in-one platform: No more bouncing between apps. Notion combines to-do lists, spreadsheets, calendars, and notes all in one.
• Customisable templates: You can create your own templates or use pre-made ones to fit your workflow.
• Collaboration made easy: If you work with clients or a team, Notion’s collaboration features allow everyone to stay on the same page.

Tip 1: Create a Central Dashboard

First things first: create a central dashboard. This is your one-stop shop for both personal and business tasks. Think of it like the front page of a newspaper—quickly skimming through lets you know what’s going on at a glance.

Here’s what I include in my dashboard:

• Daily To-Do List: Keep your top 3 priorities visible.
• Client Projects: An overview of ongoing work for each client.
• Personal Tasks: Whether it’s appointments, meal planning, or a reminder to walk the dog, keep it all in one spot.

This will keep you focused on what’s important without feeling overwhelmed by everything else.

Tip 2: Organise Client Work in Dedicated Pages

If you work with multiple clients, you can create a dedicated page for each client. Here’s how I structure mine:

• Client Information: Store important details like contact info, project briefs, and agreements.
• Tasks and Deadlines: Set up a simple project tracker that outlines what needs to be done and when.
• Meeting Notes: Keep all meeting notes and client requests in one place, so nothing gets lost in email threads.

By keeping everything client-related in one neat package, you’ll always know where to find information, making client management a breeze.

Tip 3: Use Linked Databases for Maximum Efficiency

This one’s a game-changer. Notion allows you to link databases so that everything connects seamlessly. For example:

• You can link your project tracker to your daily to-do list, so the tasks from your clients’ pages appear in your central dashboard.
• Or, link a calendar view to your project timeline to visually see when deadlines are looming.

This means you don’t have to copy and paste info from one place to another—everything updates automatically, and that’s a time-saver we all need.

Tip 4: Streamline Your Personal Life

Notion isn’t just for business—use it for personal stuff too! Here’s what my personal page looks like:

• Habit Tracker: Track anything from workouts to water intake or meditation.
• Goals Section: Break down big goals into manageable chunks and track your progress.
• Home Management: Keep tabs on things like shopping lists, meal planning, or home projects.

By blending business and personal tasks, you create a complete picture of your life, and you’re less likely to forget important things (like picking the kids up!).

Tip 5: Automate Your Repetitive Tasks

Notion integrates beautifully with tools like Zapier, allowing you to automate repetitive tasks. Whether it’s moving new client info into Notion automatically or generating reminders for recurring tasks, automation will make you feel like a productivity wizard.

Some ideas to get started:

• Set up reminders for client invoicing.
• Automate meeting follow-up notes into your client’s page.

It’s these little automations that save you time and mental energy, freeing you up to focus on what matters most.

Wrapping It Up

If you’ve been feeling like you’re always behind, Notion is the tool that can turn it all around. With its flexible structure and endless customisation options, you can build the perfect system for managing both your life and business. Plus, once everything is neatly organised, you'll feel more in control, less stressed, and a whole lot more productive.

Want to learn more or need help setting up your Notion workspace? Drop me a message, and let’s get your life (and business) running smoothly again!