Two months ago, I had this problem of tracking all my work and sharing them easily with others.
I had gone ahead to code a tracker app just to solve my own problem. If you know me from Twitter, you might have seen the prototype below:https://twitter.com/whizzzoe/status/1113018995781718016
Funnily enough, I came across Notion tool about a week ago. I realized it could solve my problem without me building it.
This is a story on how I use Notion as a portfolio tracker👈, and how you can set up or duplicate my template for your own use. 😜
👉Check out my public Notion portfolio tracker link here
1. A portfolio tracker with no code
Besides running a startup prototype accelerator, I am also one of those creators, makers or builders who are constantly launching things.
My goal was to create a tracker to enable real-time update of my work, portfolio and resources in one place. And I make it for public access.
This includes things that I build, launch, code, write and read:
- Startup prototypes that I built
- Activities highlight
- Medium articles
- Code learning
- Social media links
- Speaking / interviews done
- Books done in 2019
2. Getting started: Notion.so
Notion.so is a powerful tool that literally combines Evernote, Airtable, Trello & Google Calendar.
Without piquing your curiosity, you can sign up for an account here https://www.notion.so/ (Nope, I’m not affiliated with Notion.so)
Here’s how to get started:
- Start a new workspace in Notion
- Create a database by choosing “Board” option (out of Table, List, Calendar, Gallery)
- And then you can start editing your Board, just like Trello.
3. Add personal bio
Here’s where I provide a quick intro about what I work on and what I do in my portfolio tracker. You can 👉visit my public page as example.
I’ve configured the details with something like:
- Add Icon (choose an emoji)
- Add Cover (background image)
- Add Title (Portfolio Tracker — Zoe Chew)
- Add Description (quick bio)
4. Add new Group
I use Group to organize + track my work category in Notion:
- Startup portfolio
- Key updates
- Medium post
- Code updates, etc.
To add and edit a new group:
- Go to “Add New Group”
- Name your group (🚀Startup portfolio)
- Change the group color (blue)
- Move the Group order by Click + Drag the “…” icon
5. Add new Page
I use Page to update all the work that I’ve created.
For example, I have launched a new startup prototype — Producer Stash. I want to update this work under the Group of “🚀Startup portfolio”.
To add a Page under a Group:
- Click on “+ New” under each Group
- Double click to add more information about the Page (or card)
6. Add a Property
Instead of text-based Page, I wanted to display some rich media for the Page that I just created.
Therefore, I utilized the Property to display link, category and image that is associated with the Page:
- Go to “Add a Property”
- Property type: Link (to link the URL to my project)
- Property type: Tag (to display the Group category)
- Property type: Image (relevant image of the project)
- Property type: Date (date created or added)
- Delete any Property you created by accident
7. Display Property in workspace
You can customize the display of rich media, i.e. to show/hide in your workspace.
I usually enable Link on the front page so that it’s easier to help visitors navigate to the portfolio resources.
- Card Preview
- Card Size (small/medium/large)
- Fit image
- Property (link, tag, image, date)
A quick tutorial in GIF:
8. Embedded media
Notion.so is powerful in a sense that, each Page (or card) can embed extensive resources like:
A recent example is that I added a Spreadsheet within a Page to include some book notes:
Looks like I don’t need Chrome bookmarks anymore. I just added some bookmarks that are associated with my notes:
9. Turn on dark mode
I’m not sure if you’re a real tech person if you don’t like dark mode? Just kidding, I’m using default day mode all the time LOL.
Here’s how to switch on the dark mode:
- Go to “Settings & Members”
- Turn on “Dark Mode”
10. Publish your page
After all the fancy configuration, now it’s time to share my Portfolio Tracker.
I decided to make my Notion page public because I realize it’s a cool hack for:
- Create accountability when you document publicly about the things you launch (make sure you really do the work, no excuse).
- Invite dialogue and conversation (like-minded entrepreneurs, founders & makers)
- Easy for potential clients to browse startup prototypes & proceed service bookings (https://hoveo.carrd.co/)
To make your Notion workspace available for public access, simply go through the settings at the top right corner:
- Public Access: can read
- Allow Search Engines: yes
- Copy Page Link (use this link to share your workspace with others)
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