Notion is a great tool for anyone looking to organize personal and professional tasks, manage finances, or even run entire business operations. One of the standout features of Notion is the ability to create custom templates that can be tailored to your specific needs. By creating templates, you can save time on repetitive tasks and operations and keep your workspace clutter-free.
In this guide, we’ll walk through the process of designing and building your own Notion template from scratch, along with tips to make it functional and visually appealing. By the end, you’ll be ready to design templates for personal use and share them with others.
A Notion template is essentially a pre-designed page or database structure that you can reuse multiple times. Think of it as a blueprint for organizing information in a way that suits your workflow. Instead of starting from scratch every time you need a new project tracker, habit log, or budget planner, you can duplicate a template and customize it as needed.Creating Notion templates offers several benefits:
Now that you know the value of templates, let’s move on to the step-by-step process of creating one in Notion.
To begin creating a Notion template, you’ll need a Notion account. If you don’t already have one, head over to the Notion website and sign up for free. Notion offers a generous free plan that includes most features you’ll need for template creation.
Once you’re logged in, familiarize yourself with the interface. Notion’s sidebar on the left shows all your pages, and the main workspace is where you’ll build your content.
Start by creating a new page where you’ll design your template. Click the “+” icon in the sidebar or type “/page” in the workspace to add a new page. Give it a clear name, such as “template design area,” so you can easily find it later. This page will serve as the foundation for building your template structure.
Before adding elements to your page, take a moment to think about the purpose of your template. What problem are you trying to solve? Here are a few common use cases for Notion templates:
For example, if you’re creating a template for tracking personal tasks, you might want a simple layout with a to-do list, due dates, and priority levels. On the other hand, a business project management template might include databases for tasks, timelines, and team assignments. Knowing the purpose will guide the structure and features you include.Write down a list of must-have components for your template. This could include text blocks, tables, calendars, or kanban boards. Having a clear plan will make the creation process smoother.
Now it’s time to start building. Notion offers a variety of blocks and database types to choose from, so you can create a layout that works best for your needs. Here’s how to get started:
Blocks are the building blocks of any Notion page. You can add text, headings, bullet points, images, and more. To add a block, simply click the “+” icon or type “/” to bring up the block menu. For a template, start with a title or header that describes its purpose. For instance, if you’re creating a budget tracker, you might add a heading like “monthly budget overview.”
Under the heading, include instructions or placeholders for users to follow. For example, write a short paragraph explaining how to use the template. Use bullet points or numbered lists to break down key steps or features.
Databases are one of Notion’s most powerful features and a core component of many templates. They allow you to organize information in a structured way, such as tables, lists, or boards. To add a database, type “/database” and choose the format that suits your template. Here are a few options:
For a personal productivity template, you might create a table with columns for task name, due date, priority, and status. Customize the properties of each column by clicking the column header and selecting the appropriate data type (e.g., text, date, or select).
A well-designed template isn’t just functional—it’s also visually appealing. Use icons, cover images, and dividers to make your template look polished. To add an icon or cover image, click the three-dot menu at the top of the page and select “add icon” or “add cover.” Choose from Notion’s library or upload your own.
You can also use callout blocks to highlight important information or tips. Type “/callout” to add one, and customize it with an emoji for extra flair. These small touches can make your template more user-friendly and engaging.
Once you’ve built the basic structure, test your template to ensure it works as intended. Duplicate the page by right-clicking it in the sidebar and selecting “duplicate.” Use the duplicate to simulate how someone else might interact with the template. Fill in sample data, move items around in databases, and check if the layout feels intuitive.Ask yourself these questions during testing:
If you notice any issues, go back to the original page and make adjustments. For example, if a table feels too cluttered, consider simplifying the columns or splitting it into multiple smaller tables. Keep refining until you’re satisfied with the result.
After finalizing your template, it’s time to save it for reuse or share it with others. Notion makes this process straightforward. Follow these steps to turn your page into a reusable template:
If you’re creating templates for personal use, you can also save them within your workspace. Create a dedicated “templates” page in your sidebar, and store all your designs there for easy access. To reuse a template, simply duplicate it whenever you need a new instance.If you’re interested in selling your notion templates, platforms like Gumroad or Etsy are great places to list them. Package your template with a short description, screenshots, and a video tutorial if possible. Many creators earn a steady income by offering high-quality Notion templates for personal productivity, finances, and business needs.
Designing a Notion template that works well requires more than just slapping together a few blocks and databases. Here are some practical tips to elevate your templates and make them truly useful:
If you’re unsure where to start, here are a few ideas for Notion templates you can create based on popular categories:
Browse online communities like Reddit’s notion subreddit or Notion’s official template gallery for more inspiration. Seeing how others structure their templates can spark ideas for your own designs.
To deepen your understanding of notion and template creation, check out these helpful resources:
These resources can provide extra guidance and inspiration as you develop your skills in crafting notion templates.
As with any new skill, you might face a few hurdles when designing your first notion template. Here are some common challenges and ways to tackle them:
Learning how to create a Notion template is a valuable skill that can change the way you organize your life or business. By following the steps outlined in this guide—setting up your workspace, defining the purpose, building the structure, testing, and sharing—you can build templates that are both practical and visually appealing. Whether you’re using them for personal tasks, financial goals, or business projects, custom templates can bring order to your Notion workspace.Take your time to experiment with different layouts and features, and don’t be afraid to draw inspiration from others. With practice, you’ll become more comfortable designing templates that suit your needs or even resonate with a wider audience. If you’re looking for pre-made options, check out our store for a variety of notion templates designed to help with productivity, finances, and business management.
To create a Notion template for personal productivity, start by setting up a new page in your Notion workspace. Define the template’s purpose, such as a to-do list or habit tracker. Add blocks like text, headings, and a database (e.g., a table with columns for task name, due date, and priority). Customize with icons and instructions, then save it by enabling “allow duplicate as template” in the share settings. This reusable structure saves time and keeps your tasks organized.
Notion templates for financial tracking streamline budgeting and expense monitoring. They offer pre-designed structures like tables for income, expenses, and savings goals, ensuring consistency. These templates save time, allow personalization for your financial needs, and can be shared or reused. For example, a budget planner template helps you track spending habits efficiently, making financial management easier.
Yes, you can sell Notion templates for business management on platforms like Gumroad or Etsy. Create templates for project boards, client trackers, or content calendars, ensuring they’re user-friendly and visually appealing. Add clear instructions and test functionality before sharing. The growing demand for digital tools makes selling high-quality Notion templates a viable side income, especially for business-focused solutions.
To make your Notion template visually appealing, use icons and cover images from Notion’s library or upload your own. Incorporate callout blocks with emojis to highlight tips, and use dividers for clean sections. Keep the layout simple with consistent headings and spacing. A polished design enhances user experience, making your template more engaging for personal or shared use.
Find inspiration for Notion template ideas in Notion’s official template gallery, Reddit’s Notion community, or YouTube tutorials by creators like Grizzly Templates. Explore Gumroad for popular templates in productivity, finances, or business. These resources showcase layouts like daily planners or CRM systems, sparking ideas to design templates tailored to your needs or audience.