Notion Quarterly Goals Planner : Guide

NOTE : This is a guide to using a template (which can be purchased here).

No worries, I won't kick you out if you don't. Stick around and observe if you'd like!

The purpose of this template is to allow you to break your monthly or quarterly goals and projects into bite-sized tasks. 

Let's start looking around!

On the page, you will see two databases. The database at the top is the "goals" database. The bottom database is the "tasks" database.

The databases each have a set of views broken up into quarters. 

Screen Shot 2021-04-07 at 2.04.49 PM.png

When you click on the quarter, only the corresponding months will show up.

Let's begin making some plans. Choose the view (in both databases) for the quarter you want to plan.

Screen Shot 2021-04-07 at 2.27.34 PM.png

Add your goal or project into the database. Then open up it (as a page) to see the properties inside.

Screen Shot 2021-04-07 at 2.29.01 PM.png

As you can see above, there are a few properties that you want to keep in mind.

Due Date : Not that necessary. If you are making quarterly plans or monthly plans, you can assume the project is due by the end of the month or quarter. The due date allows you to be more specific, though.

Area : The area in life that this project or goal falls under.

A school project would go under the label "school".

Planning a wedding would probably go under "personal".

It's best to define the areas of your life, and add them to the "area" property.

I know there are other properties, but let's ignore those for now.

Adding Tasks

Now that we've defined our project, we need to add our subtasks. Every big goal can be broken down into smaller pieces.

Go to the tasks database and begin adding subtasks.

In order for subtasks to begin adding to the goals progress bar, they need to be linked.

To add the link (or "relation" in Notion lingo), go to the property "goal" and click on the empty space next to it. There you will find the matching goal and add it to that property.

 

You can add as many subtask links to a goal as you'd like. For this reason, I usually hide the relation property on the goals database, as it can become a little visually cluttered.

Screen Shot 2021-04-07 at 3.21.17 PM.png

Numbers

In order for the progress bar to work, Notion needs to calculate the amount of subtasks completed a "goal" number. 

You can do this by adding up the amount of subtasks you currently have on your list, or determine a more specific number.

You will add this number to the "goal" # property in the goals database.

Adding Subtasks to Goal Page

You can link the tasks database into each goal if you'd like to see specific goals for that goal. Here's how!

Screenshot (1910).png

1.

Go to the "tasks" database. Right click and "copy link". 

Screenshot (1911).png

2.

Open the goal you want to add subtasks to. Right click inside of the page and "create linked database".

Screenshot (1912).png

3.

Choose the best database view for your project.

Screenshot (1914).png

4.

Now you want to filter the database to only show this specific goal. 

Go to "filter", choose the goal relation property, and choose the matching goal.

Lastly

Try toggling properties on and off to best suit your database needs. 

If you need additional help with your database, feel free to send me a question!

I also offer customization of databases based around your life & projects.