How to create a notion template that works for you?

How to create a notion template that works for you?

How to create a notion template that works for you?

By

Aaron Sharma

March 25, 2025

A practical, 7-step framework to design a personalized Notion template—no coding required.

1. Define your objective

Pinpoint the pain point (e.g., “track freelance invoices”). Specific goals = focused layouts.

2. Map your data

List entities: invoices, clients, payment status. Decide properties: amount, due date, currency.

3. Choose your database types

  • Table: details at a glance

  • Board: status pipeline

  • Calendar: due dates

4. Build relations & roll-ups

Link invoices to clients; roll up “total outstanding” per client for instant insights.

5. Add formulas & automations

  • if(prop("Status") == "Paid", 0, prop("Amount")) → outstanding balance

  • Use a template button to auto-fill new invoice pages.

6. Polish with design tweaks

  • Emoji + icon for fast recognition

  • Cover images for page personality

  • Consistent color labels for status

7. test & iterate

Use your template for one full cycle (e.g., a month). Tweak friction points immediately.