Master Notion: Build a Simple To-Do List for Assisted Living

assisted living business organization assisted living tools free notion account how to use notion for beginners notion notion to-do list tutorial productivity tools for assisted living simple notion workflows Feb 03, 2025

Starting with a tool like Notion can feel both exciting and overwhelming. You open it up, and there’s a big, blank canvas staring at you. Where do you even begin? Don’t worry—you’re not alone, and I’ve got you covered.

Let’s start small by creating a simple to-do list in Notion. It’s the perfect way to get organized while learning how the platform works. By the end of this guide, you’ll have a functional, personalized to-do list to help you tackle tasks and keep your assisted living business running smoothly.

Check out the video, too:

Why Use Notion for Your To-Do Lists?

Notion is more than just a digital notebook—it’s like a personal assistant for your brain. It’s highly customizable, which means you can create tools that work exactly the way you want. From managing tasks to tracking goals, Notion has you covered.

The best part? Starting with a simple to-do list introduces you to its features without feeling overwhelming.

Step 1: Set Up Your To-Do List Page

Follow these steps to get started:

1. Open a New Page

In Notion’s sidebar, click the New Page button.
A blank page will appear, ready for your creativity!

2. Name Your Page

Click where it says “Untitled” and type something like To-Do List or Daily Tasks.

3. Explore the Sidebar

Notice that your page is now listed in the sidebar. You can keep it visible or hide it for a clutter-free workspace.

Step 2: Add To-Do Items

Now, let’s start building your list:

Type a Forward Slash ( / )
- A menu will pop up. Select To-Do List from the options.
Create Your First Task
- A checkbox will appear. Type your task, like:
  - “Create a to-do list in Notion.”
Add More Tasks
- Hit Enter to add the next task. Repeat until your list is ready.

When you finish a task, just click the checkbox to mark it as done. It’s super satisfying!

Step 3: Stay Organized

If your to-do list grows too long, you’ll want to keep it tidy:

Use an Archive Page: Move completed tasks to a separate “Archive” page. This keeps your main list clean while saving a record of what you’ve accomplished.
Delete Completed Items: If you don’t need to keep them, delete tasks after checking them off.

Extra Features to Explore

Once you’ve mastered the basics, Notion offers advanced features to take your to-do list to the next level:

Templates: Use pre-made to-do list templates to save time.
Tags: Add labels to categorize tasks (e.g., High Priority or Personal).
Databases: Turn your to-do list into a dynamic system with filters and sorting options.

How This Helps Your Assisted Living Business

Running an assisted living facility means juggling a lot—resident care, licensing, payroll, and more. A Notion to-do list keeps everything in one place, so nothing slips through the cracks.

Start small by tracking daily tasks, then expand to include long-term goals, staff schedules, and compliance deadlines. It’s like having a personal assistant for your business!

Final Thoughts

A simple to-do list in Notion is the first step toward mastering this powerful tool. It’s easy to set up, fun to use, and endlessly customizable.

Remember: Start small, stay consistent, and build from there. Soon, you’ll be using Notion not just for to-do lists but for managing your entire assisted living business.

Ready to tackle your tasks and take charge of your day? Open Notion and give it a try—you’ve got this! 🚀

Download our Business Plan Checklist to ensure you have a comprehensive plan in place to help you launch your assisted living business. Additionally, apply to our Assisted Living Investing Mastermind program to learn more about building a business plan, finding the property, securing funding, obtaining a license, and scaling your business.

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