Using Notion to Manage Your Life - Part 8 of 12 - Weekly and Monthly Reviews

Introduction

Benefits of Reviews

Weekly and monthly reviews enable the long-term improvement of habits by making you aware of your mistakes and focuses you to determine the best path forward.  It helps ensure you are spending the right amount of time on the right things.

The review process will be very personal for each of us.  The templates below are a guide or a starting point.  You should customize them to your needs.

Perhaps you want to get your email cleaned up on a weekly basis.  Or you want to pay your bills during the monthly review.  Sections can be added to each template with checkboxes for each of these items.

If you have re-occurring tasks, those tasks can be listed out in the review, and as part of the review process, you can add those items with their corresponding "Do" dates for the next period.  (If managing re-occurring tasks is something you are interested in learning more about, send me a message and let me know.)

Topics in Today's Lesson

  1. Creating the Weekly Review Database
  2. Creating the Weekly Review Template
  3. Performing the Weekly Review
  4. Creating the Monthly Review Database
  5. Creating the Monthly Review Template
  6. Performing the Monthly Review

Notion Tutorials

  1. Getting Started with Notion
  2. Creating and Using the Notes Database
  3. Creating Templates for the Notes Database
  4. Creating and Using the Tasks Database
  5. Project Management Using Notion
  6. Goal Setting and Tracking
  7. Daily Tracking and Habits
  8. Weekly and Monthly Reviews
  9. Creating a Contacts Database or CRM
  10. Creating Book/Recipe/etc. Databases
  11. Using the Notion Web Clipper
  12. Bringing it Together with Global Tags

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Lesson 8: Creating the Weekly Review Database

Step 1: In our Shortcut menu add a toggle named "Reviews" and in it, add a new table named "Weeks" subpage.

Step 2: Click on the "Weeks" page and select "Table" under Database.  Rename "Name" to "Week" and delete the "Tags" field.  Add the following fields:

  • Date (Date)
  • Weekly Highlight (Text)
  • Daily Tracking (Relation to Daily Tracking Database)
  • Week's Win (Text)
  • Week's Disappointment (Text)
  • Daily Improvements (Rollup to Daily Tracking Database - Improvement Property - Calculate "Show original")
  • Week's Improvement (Text)
  • Sleep Time (Rollup to Daily Tracking Database - Sleep Time Property - Calculate "Show original")
  • Weight (Rollup to Daily Tracking Database - Weight Property - Calculate "Show original")
  • Average Weight (Rollup to Daily Tracking Database - Weight Property - Calculate "Average")
  • Efficiency (Rollup to Daily Tracking Database - Efficiency Property - Calculate "Show original")
  • Average Efficiency (Rollup to Daily Tracking Database - Average of Efficiency Property - Calculate "Average")

Add any other rollups you would like to track on a weekly basis based on the fields you created in your Daily Tracker.

Step 3: Add an icon and delete the empty rows.  Change the field length and order per your liking.

Lesson 8: Creating the Weekly Review Template

Step 1: Click the down arrow next to the blue "New" button and select "New template".  Click "Open as page" to allow for proper formatting and make it "Full width".  Name the template "New Weekly Template".

Step 2: The first thing we will create is a toggle that will show us the tasks completed in the given week.  After linking the Daily Tasks database, filter it to who items marked "Done" with a "Do" Date within the week.  This can be used to help complete the next section.

Step 3: Create the following three sections.  Every week, based on the tasks accomplished and the rollup of the week, write a couple bullets on:

  • Noteworthy Highlights
  • Lows/Struggles
  • What I Learned This Week

Step 4: Add Weekly Cleanup Items.  Feel free to customize this to your needs.  First add a Project Review.

Step 5: Make a reminder to create the following week's entry in the Weeks Database.

Step 6: Add a reminder to update the Weekly Wins, Disappointments, and Improvements.

Lesson 8: Performing the Weekly Review

Step 1: Before we get to the Weekly Review, we will create an entry for the current week in the Weeks Database.  Include an End Date in the "Date" field and select the week from Sunday to Saturday.  Name the field the same date range and enter the Highlight you want to focus on for the week.  The rest of the items will be completed during the review process.

Step 2: Now go into your Daily Tracker.  There is a new field, which is the relationship to the Weekly Database.  Go back to Sunday and select the current week in this field.

Step 3: At the end of the week, go into your Weeks Database and open the page for the current week.  You will notice that all the dates you associated with the week appear and the rollups bring in the various values that were entered each day.

Step 4: Use the template to view the tasks completed in the week and note the Highlights, Lows and Lessons Learned.  Complete the Weekly Cleanup and anything else you may have included in your template.  Finally, complete the Week's Wins, Disappointments, and Improvements.  These will be used next in the Monthly Review.

Lesson 8: Creating the Monthly Review Database

Step 1: Back on the main dashboard, under the "Weeks" subpage, create a new subpage named "Months".

Step 2: Click on the "Months" page and select "Table" under Database.  Rename "Name" to "Month" and delete the "Tags" field.  Add the following fields:

  • Date (Date)
  • Monthly Highlight (Text)
  • Weeks (Relation to Weeks Database)
  • Month's Win (Text)
  • Month's Disappointment (Text)
  • Weekly Improvements (Rollup to Weeks Database - Week's Improvement Property - Calculate "Show original")
  • Month's Improvement (Text)

Add any other rollups you would like to track on a weekly basis based on the fields you created in your Daily Tracker.

Step 3: Add an icon and delete the empty rows.  Change the field length and order per your liking.

Lesson 8: Creating the Monthly Review Template

Step 1: Click the down arrow next to the blue "New" button and select "New template".  Click "Open as page" to allow for proper formatting and make it "Full width".  Name the template "New Month Template".

Step 2: Create is a toggle that will show us the tasks completed in the given month.  After linking the Daily Tasks database, filter it to who items marked "Done" with a "Do" Date within the month.  This can be used to help complete the next section.

Step 3: Create the following three sections.  Every month, write a couple bullets on these items.  They are the same as the weekly items, but use the weekly reviews to determine what you want to capture for the monthly review.

  • Noteworthy Highlights
  • Lows/Struggles
  • What I Learned This Week

Step 4: Add Monthly Cleanup Items.  Feel free to customize this to your needs.  As we are reviewing the projects on a weekly basis, on a monthly basis we will review our goals.

Step 5: Make a reminder to create the following month's entry in the Months Database.

Step 6: Add a reminder to update the Monthly Wins, Disappointments, and Improvements.

Lesson 8: Performing the Monthly Review

Step 1: As we did with the Weekly Review, we will create an entry for the current month in the Months Database.  Include an End Date in the "Date" field and select the month with the 1st as the Start Date and the end of the month as the End Date.  Name the field with the name of the month.

Step 2: Going back into the Weeks Database, there is a new field, which is the relationship to the Monthly Database.  Assign the current week to the current month.

Step 3: At the end of the week, go into your Months Database and open the page for the current month.  The rollups will automatically populate based on the relations set in the previous step.

Step 4: Use the template to view the tasks completed in the month and note the Highlights, Lows and Lessons Learned.  Complete the Monthly Cleanup and anything else you may have included in your template.  Finally, complete the Month's Wins, Disappointments, and Improvements.

End of Lesson 8: Weekly and Monthly Reviews

I would like to roll up the monthly average for weight and efficiency.  However, Notion does not allow rollups of rollups right now.  When/if that is added, we can update the monthly database as needed.

Next week we will create a Contacts Database and update some existing databases and templates so we can assign tasks to people.

Notion Tutorials

  1. Getting Started with Notion
  2. Creating and Using the Notes Database
  3. Creating Templates for the Notes Database
  4. Creating and Using the Tasks Database
  5. Project Management Using Notion
  6. Goal Setting and Tracking
  7. Daily Tracking and Habits
  8. Weekly and Monthly Reviews
  9. Creating a Contacts Database or CRM
  10. Creating Book/Recipe/etc. Databases
  11. Using the Notion Web Clipper
  12. Bringing it Together with Global Tags

If you haven't already, sign up for our newsletter where you can be notified as additional lessons are published. The goal is to publish a new lesson each week. Feel free to contact me via Twitter, Facebook or email if you have any questions. I'll do my best to answer everyone in a timely manner.

Lesson 8: Free Notion Template

Here is the link to the template we just created. To add this template to your workspace, click the "Duplicate" link in the upper right of the screen.