r/Notion

I love the flexibility, but sometimes it feels too easy to spend hours organizing systems instead of actually doing the work 😅

Do you prefer:

• super simple setup or
• highly customized dashboards/workflows?

At first it’s:

• simple notes
• tasks
• docs

Then suddenly there are dashboards, templates, automations, databases, and 50 different pages nobody updates anymore.

How do you personally keep your Notion setup minimal and actually usable long term?

I’m building a Notion workspace for a small contracting/service company and running into what seems like a pretty basic limitation.

I have one main Jobs database with fields like:

• Job Number
• Customer
• Site
• Status: Open / Closed
• Project Manager

Then I have other databases that relate back to Jobs:

• Tasks
• Work Log Entries
• Permits
• Quotes

The problem is the Relation picker shows/searches the full Jobs database. Over time we’ll have hundreds to thousands of closed jobs, and I don’t want users accidentally linking new tasks, work logs, permits, etc. to old closed jobs.

Ideally, I want the relation picker to only show jobs where Status = Open.

I know I can create filtered views of the Jobs database, and I know I can create related records from inside a Job page using linked database views filtered to the current job. That helps, but it doesn’t solve the issue when users are creating tasks/work logs from the child databases directly.

Specifically wondering if there is a way to:

1. Limit relation picker results based on a filter
2. Use buttons/templates to force selection from only active jobs
3. Structure the databases differently without splitting Active Jobs and Closed Jobs into separate databases

I’m trying to avoid separate Open/Closed job databases because long-term reporting and historical records would get messy. And I don't believe there is a way to maintain relations when moving an item between databases.

Any practical setups people are using for this?

What's the best feature of Notion according to you? One that drastically changed your use of the app

I used to have 47 things on my daily task list. I felt busy but never accomplished anything meaningful.

Then I forced myself to pick just 3 priorities per day — and everything changed.

The rule: every morning, before opening email or social media, I open Notion and write my 3 non-negotiable priorities for the day. That's it. Everything else goes on a "Not Today" list.

After 30 days:

• I finish my top priority almost every single day
• I feel less anxious because I'm not staring at an endless list
• I actually close my laptop feeling done instead of behind

Anyone else use a similar system? Curious what's working for people.

What is this notion team...

At first it’s simple, then suddenly there are dashboards, automations, docs, tasks, wikis, calendars, and integrations everywhere.

Curious how people here keep their setup clean without overcomplicating everything.

Hello everyone,

I use a Notion page to save most of my notes, but I rarely go back to them even though some contain really important information. I’d like to set up a system where Notion sends me one page per day by email so I can review it. Does anyone know a simple and free way to do this?

I'm a chiropractor and I use Obsidian to manage my patient files and store all their info on my personal cloud, with zero risk of leaks.

I use Notion to practice building templates and sell specific niche models for students and healthcare professionals, and even to help some healthcare companies integrate it into their workflow.

And I use Capacities for everything personal, like my journal.

But I feel like I could be doing more somehow. Any ideas or personal experiences to share that could give me some avenues to explore?

in order to make something like this, do you need to use the dashboard layout or can you do it without it? and if you can do it without can someone show me to a tutorial on how to make a dashboard like this?

https://preview.redd.it/hw3vnpogcz1h1.png?width=552&format=png&auto=webp&s=dc94b977124e5107e01eae1044a922973c7d82aa

llevaba años intentando mantener hábitos y siempre lo mismo: 2 semanas bien, luego la vida se complica y adiós.

lo que cambió fue dejar de tratarlo como una obligación y empezar a tratarlo como un juego.

construí una plantilla en Notion con:
— XP por cada hábito que completas
— niveles que suben con tu racha
— retos mensuales
— un dashboard que te muestra tu progreso real

no es magia, pero llevas 3 meses sin abandonar nada cuando sientes que "pierdes" algo si no lo haces.

si les interesa ver cómo funciona, comenten y se los comparto

For context, I am using Claude with Notion connectors.

Hitting a wall trying to run agents over Notion databases via the official MCP. The main retrieval primitive it exposes is semantic search, which works ok for loose lookups but falls apart once queries get even mildly structured – filter-by-property, "find rows where status = X and date > Y," exact matches on titles, etc. Results are inconsistent run-to-run and frequently miss obvious hits.

Anyone landed on potential workarounds? Would appreciate any tips.

EDIT: I fully agree that semantic search is a wrong tool here - no debate here. I am particularly curious about workarounds.

Started simple with Notion, then slowly added more tools for tasks, docs, CRM, communication, etc. Now it feels like half the work is just switching between apps 😅

Curious what smaller teams are actually using to keep things simple these days.

I’m looking for 5-10 people who want to seriously learn Notion & Claude.

Going to be hosting a free class & directed help for those interested.

Pre-requisites:

• you want to learn
• able to communicate
• be active participant

You don’t even need to know Notion or Claude. I will teach you. I’m lookin for feedback and active people.

I’m the one who posted the Claude dashboard many of you downloaded. I’m now trying to improve the experience for everyone moving forward.

If you use Notion for business that’s a huge plus. We can run over a ton of stuff.

Ive been making Notion Workspaces for a bit now mostly for personal life but ive decided to market them. Ive gotten ok views and feedback, however im just wondering where the money is in this. It feels like too much competitions. Or do people rely on making their own Neiches then make things off that? Its something i enjoy doing 4 some reason and Im wanting to make some money off of it. Can somebody Please point me in the right direction. Or if anything just tell me its not worth it? Any feedback is helpful thank you!