Why is it recommended to write a daily report in Notion?

To be honest, daily reports are a pain. But if you use Notion, you can easily write a daily report just by copying the template.

The benefits of managing daily reports with Notion are as follows.

  • Searchable: Quickly find "When did you do that?"
  • Easy to look back: When writing weekly and monthly reports, you can review past daily reports all at once
  • Share with your team: Just send the URL to share with your boss or team members
  • Free: Completely free for personal use

Daily report template structure

We have prepared a template that is simple and easy to follow. There are only these four items.

1. What I did today (Done)
List the tasks you actually completed. Be specific, such as "Responding to 〇〇 reviews" and "Preparing △△ materials."

2. In Progress
Something that has been started but not yet finished. It would be a good idea to add a few words about the progress rate and remaining work.

3. Things to do tomorrow (ToDo)
Make 2-3 plans for the next day. You won't have to worry about what to do first thing in the morning.

4. Notes
Ideas that came up at the meeting, problems you are having, information you want to share, etc. This is actually the most valuable part.

Setting steps in Notion

There are two ways to create a template.

Pattern A: Database method (recommended)

  1. Create a new page in Notion
  2. Enter "/database" and select "Database - Full Page"
  3. Add "date", "status" and "person in charge" to properties
  4. Create a template button and enter the above 4 items
  5. Simply press the "New" button every day to create a daily report page for that day

With the database method, you can use calendar display and filters, so you can quickly ask "What did you do last Friday?"

Pattern B: Simple page method

  1. Write 4 items on a new page with headings and bullet points
  2. Once completed, copy it and use it every day with "Duplicate as template"

For people who want to start simple. Once you get used to it, you can move to a database method.

Tips for keeping a daily report

Don't aim for perfection
Since the daily report is not a literary work, three lines of bullet points is fine. It's more important not to have days where you don't write.

Write in 5 minutes before leaving work
If you write down ``things to do tomorrow'' before leaving work, the next morning will start super smoothly.

Fix the template
It's tiring to change the format every time. Once you decide, use it for 3 months.

FAQ

Can I use Notion for free?

Yes. The free plan is sufficient for personal use. Even if you use it with a team, you can invite guests with the free plan, so small teams can operate it for free.

Can I write a daily report from my smartphone?

You can write from Notion's smartphone app (iOS/Android). It's also convenient to quickly take notes while you're out or on the move, and edit them on your PC when you get back to work.

How should I share it with my boss?

Just "Share" the daily report database page → "Publish on the web" or "Invite by email". If you set it to view-only permissions, you don't have to worry about it being edited by mistake.

References