Creating a Template

Building a template takes more than just Notion skill! Learn how to create templates that users will love and find valuable.

Creating a Template
  • Start by finding a system that works well for you, then tailor it to a specific audience, leveraging your unique skills and knowledge to create a template that fills a gap in the market — it's all about solving real problems for real people!

  • Types of templates and their characteristics:

    • One-pagers: Simple, user-friendly worksheets (e.g., SWOT analysis)

    • Sites: Content-focused templates, often in-depth resources on specific topics

    • Workflows: Templates for specific tasks or processes (e.g., OKR tracking)

    • Dashboards: Comprehensive systems integrating multiple aspects of work or life

  • Considerations for template design:

    • Thoroughly test your template before submitting. Check for errors, typos, and functionality across different scenarios.

    • Consider the user experience when designing your template. Add instructional materials like videos, callouts, or a getting started page to help users navigate and use your template effectively. This reduces the learning curve and improves user adoption.

    • Ensure scalability for teams and long-term use by adding filtered views and toggles to organize content over time or mutli-player use.

    • Don't forget the basics! Double-check your spelling, grammar, and examples. Also, make sure to remove any personal information (like banking details) before sharing your template.

  • Make sure you've turned your template into a Notion Site by toggling on the Duplicate as template option.

Assignment

Your first template build

Now that you've learned the key aspects of creating a great template, it's time to turn your idea into reality! Take the first step today by outlining your template concept and start building something amazing that will help others boost their productivity.