Anyway, I started putting pages under it, and now I see three levels of hierarchy in the Notion sidebar, which is what I was after: the former "stack" from Evernote, the "Evernote Quarantine" page and the page I "moved" to the Evernote Quarantine page, which is now under it as a third level. You can type notes in it, add inline databases or tables to it, etc. When I added your "Evernote Quarantine" page under one of my former "stacks" (top level item in Notion sidebar hierarchy), I got what I believe is a Notion "page". I wanted to add new "notebooks" under these in the sidebar hierarchy. If a database is the type of page where you can't type anything, it's only viewable as a list/gallery/etc., and all you can do is add new pages to the list, and they don't show in the sidebar. I think the Evernote import made every Notebook a database. Am I missing something or do people use a third party service? I um don't see any way to add a screenshot in this editor. It made me realize you have to organize top down in Notion, and if you don't get it right the first time, it's going to be an issue reorganizing later. Your suggestion about "Evernote Quarantine" was helpful. The different views will take the properties you gave (such as the a date column) and turn into different stuff.ĭoes this help at all? If you also shared a screenshot of what you want to achieve, people more advanced than me could help! To the right of the name should be an option to add or change views. At the top of that page, you should see a 'date' property that you can modify.Īt the top of the page, you can change the name of this table. After you add the column from the graph, open the child page that you dragged onto the table. Now, try modifying the columns, like adding a date column. Drag one of the children pages into the table.
And then if you go into that parent quarantine page, it should just be a long list of the children pages, right? (Maybe start out with only a few.) From your sidebar, drag and drop stuff into that page. Make 1 parent page (name it like Evernote Quarantine lol) and dump everything there. You can use the "New Note" button to create a Note within Evernote within this Notebook.I've not used Evernote - is "stacks" parent of "notebooks" ? or the other way around? I'm also not proficient at notion, just enough to do what I want to do, so I'm open to feedback on my suggestion below.You can use the "Unlink Notebook" button here to remove the linkage and then link the client to another Evernote Notebook if desired.And, we can link this same Notebook to any clients that we would like, making the information readily accessible to share with any of them at any time. And, beneath the Notebook name, we now have access from within Redtail to all Notes within that Notebook, making it easy to share that information with her whenever the occasion arises. Here, we see that Leslie is now linked to the "IRAs" Notebook from Evernote. We'd then see the below, if I link Leslie to the IRAs Notebook from Evernote:
We'd then land on her Documents page, where we can select "Evernote Notebooks" from the Document Views widget:Ĭlick "Link Notebook" and we'll see the below:Ĭlick inside the "Available notebooks" area to see all of your Evernote Notebooks and browse for the one you want to link. If we want to link Leslie Adams to our IRAs Notebook from Evernote, we'll go to Leslie's record and click Documents from the Left Menu Bar: Let's walk through that process of establishing the link. As you can link the same Notebook to multiple clients within Redtail, after setting up the link for each contact that you want to link it to, going forward all you will have to do is add new content to that Evernote Notebook and it will automatically show up in the appropriate area within Redtail for those contacts, with no further action required on your part. You might maintain a Notebook in Evernote called "IRAs", where you track interesting or important information about IRAs that you intend to share with clients. In order to begin using the Evernote integration, you'll need to:Īs but one scenario of the types of uses you may find for this integration, let's say that you routinely use Evernote to clip articles from the web that you intend to share with clients.
You will then be able to link Notebooks within your Evernote account to the Evernote Notebooks area within your contacts' records. You'll then be prompted to login to your Evernote account and authorize access.
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