Start from any page in a Notion workspace and press [[/]] to pull up the menu

Type "/Dat" and select [[Database - Full Page]] from the menu. 

If you're creating a quick or temporary task list, you can also select [[Database - Inline]] to embed the database into the page you are currently viewing.

Click where it says Untitled and enter a name for your task list. In this example we will be using "Task List".

Next we will change the name of the Name property to Task to make it more consistent with the purpose of the database.

Click on the word Name in the header of the Name property and replace Name with the word Task.

Next we will change the Tags property to be a date property for the Due Date of the task.
Click on the word Tags to begin editing the property.

Click on [[Edit Property]] to change the property type.

Click on Multi-Select next to the property type to choose a new type.

Click on the back arrow in the Edit Property box to return to the table.

Rather than adding a property for the priority or urgency of a task, we will add an Impact property, to help us gauge the impact completing a task will have.

Click on the add property button at the last column of the table.

Enter [[Impact]] as the name of the property and click below Select to Add to assign the select property type.

Click on [[Select]] to choose the Select property type

Click on [[Add an option]] and enter these four impact labels: Low, Medium, High, Critical

For clarity, we will also assign a different icon to the Impact property. Click on the icon box to the left of the property label.

Click on one of the exclamation point icons from the returned list to change the icon for the property.

Click on the back arrow in the property box to return to the table.

In task lists that contain larger numbers of tasks, it is best to apply some form of categorization. In this way, tasks can be filtered by topic, allowing for focus on an area and speeding up the return of records from the database by Notion.

Click on add property button [[+]] in the last column of the table.

Click on the Select type for the property.

If you want to be able to assign multiple categories to the same task, such as Finance and Chores, choose the Multi-select property type.

Click on [[Add an option]] and enter the following categories as example (or enter your own): Home, Errands, Work, Financial.

Create a Weekly Calendar View for your Tasks

Now that we have the basic structure we need for our task list, we will add a weekly calendar view to keep us up to date with what is happening on a weekly basis.

You can use this same process to create a monthly calendar view by selecting [[Monthly]] in place of [[Weekly]] when prompted.

Click on the add view button [[+]] to the right of the last view on your table 

Type "Calendar" as the name of the new view

Click on [[Show calendar as]] and select Week from the options.

By default our calendar view selected the first (and only) date property in our database. If you have multiple date properties and want a calendar view based on a different property, select another date property in the [[show calendar by]] setting for the view.

To make management and assignment of the categories property for each task easier, we will now create a Category Board to simplify the display.

This board will be grouped by category in columns. To change the category for a task you can drag and drop it from one column to another.

Click on the add view button [[+]] to the right of the Calendar view we created previously.

Type "Category" for the name of the new property.

Click on [[Group by]] and select Category from the list of options.

To add a new task from the Table view, click on a blank box under the Task property or click on the [[+ New]] button at the bottom of the Task property column.

You can also click on the New button in the upper right corner of the table.

Click on the Due Date property in the same row.

Select the date using the date picker dialog box.

To enter a date you must click on the date even if it is displayed already when entering it for the first time. Opening the date picker and closing it again without selecting a date will not assign a date to the field.

If you want to include the time when a task is due, click on the [[Include time]] toggle.

Enter the time you want to assign in the time field and then click anywhere outside the date picker to assig that date and time to the task.

Click in the Impact property on the same row to assign an Impact to the task

Click on the empty Category property on the same row to assign a category to the task.

Click on [[Calendar]] in the list of views

Click on [[Today]] to jump to today's date on the calendar or use the right and left arrows to move through the weeks of the current month.

Notice there is a label [[No date]] to the left of the word Filter? This shows you the number of records that do not have a date in the property used by this view, causing them to not be shown on the view.

Click on the [[+]] in the upper left of a date box to add a new task to that date.

The task will pop up in center peek view making it easy to complete the details necessary. When finished, click anywhere outside the form.

Click on the date in the Due Date property to assign the task to a different date.

Click on the Category property to assign categories to the new task.

For this example, assign the Errands category to your new task.

Click on the Impact property to assign an impact to your task.

In this example, assign an impact of Medium to your task. Click anywhere outside the form to close and save your updates.

Working with the Category Board and your Tasks

To add a new task in Category view, click on the [[+ New]] button at the bottom of a category column. 

To reassign a task from one category to another, click and hold on the task, then drag it to the correct category column.

Click [[+ New]] to add a new task to a category.

Enter a name for the new task. In this example type "Task 3 [[enter]]"

Click the edit icon to open the task in side peek view to update the rest of the properties.

Click on [[Open in side peek]] to show the details of the task.

Add the Due Date and the Impact as we have done in the previous examples.

Click on the close arrows [[>>]] to close the side peek view.

Next Steps to Mastering your Notion Task List

This is only the beginning in the number of ways a task list can be built, customized, and applied for efficient use in Notion.

Contact us at [https://www.gelwickstech.com/schedule-a-session](https://www.gelwickstech.com/schedule-a-session) to set a time to learn how we can help you apply Notion in the most productive and efficient ways possible personally and professionally.

This is only the beginning in the number of ways a task list can be built, customized, and applied for efficient use in Notion.

Contact us at [https://www.gelwickstech.com/schedule-a-session](https://www.gelwickstech.com/schedule-a-session) to set a time to learn how we can help you apply Notion in the most productive and efficient ways possible personally and professionally.

Notion

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By completing this exercise you will be able to create a task tracking list in your Notion workspace that also allows for categorization and calendar views of your tasks.

Guide provided by GelwicksTech as part of the Personal Productivity Club Notion Resource Center.

Create a Task List in Notion in under 10 minutes