How to Use Notion: Your Ultimate Guideline in 2026?

快速入门

This guide covers every Notion feature:

• 入门 — 创建您的帐户并学习基本知识
• 如何使用 Notion AI — Draft, summarize and search across every page you own
• How to Use Notion Goal Tracker — Link tasks to projects and projects to long term goals
• How to Use Notion Meeting Notes — Transcribe calls and extract decisions in seconds
• 如何使用 Notion 日历 — Put events and database deadlines on one timeline
• How to Use Notion Document Hub — Store notes and wikis as one source of truth
• How to Use Notion Enterprise Search — Search every page and connected app at once
• How to Use Notion Project Management — Run projects on boards, tables and timelines
• How to Use Notion Customizable Design — Style pages, icons and layouts to fit your setup
• 如何使用 Notion Forms — Collect submissions directly into a database

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I have run my personal life and my writing work inside Notion for three years.

I tested every feature in this tutorial personally, including the advanced stuff most beginners skip.

I started with free Notion tutorials and YouTube videos, then paid for a Notion course to master Notion faster.

Creators like Thomas Frank publish free templates that are worth pulling apart as an example.

Notion is a no-code app that comes with a real learning curve.

Most people open Notion, create three pages, then quietly go back to their old tools.

That is a shame, because the whole thing clicks once you understand pages, blocks and databases.

Treat this as a beginner’s guide that still goes into depth on the advanced features.

本指南将一步一步地向您展示如何使用每个主要功能。

Notion Tutorial

This complete How to Use Notion tutorial walks you through setup, databases, AI and the advanced features that turn a blank canvas into a life operating system.

概念

Run notes, tasks, projects and goals in one workspace. Notion AI drafts your writing and answers specific questions across every page. Start free — no credit card required.

立即试用 Notion →

阅读完整评测 →

NOTION ALTERNATIVES →

Getting Started with Notion

Before touching any feature, finish this one-time setup.

大约需要三分钟。

Here is the personal setup I built while learning the basics:

现在让我们一步一步来。

第一步：创建您的帐户

Go to notion.com and click Get Notion free.

Sign up with email or Google, then pick personal or team use.

✓ 检查点： 检查你的 收件箱 用于确认邮件。

Step 2: Open Notion on Every Device

Notion runs in the browser, plus desktop and mobile apps.

Download the desktop app so search stays fast and offline pages load quickly.

这就是它的样子：

✓ 检查点： Your sidebar shows a private section and a shared section.

Step 3: Learn Blocks and Pages

Create one page and type a slash to open the / command menu.

Add a heading, a to do list and a callout to see how blocks stack.

Every piece of content is a block, and you can rearrange blocks freely.

如何使用 Notion AI

Notion AI lets you write, summarize and answer specific questions without leaving your notion workspace.

以下是使用步骤。

Step 1: Open Notion and Press Space

Open Notion, start a new line, then press the spacebar to prompt AI.

Ask it to draft an outline, a blog post or a project plan in your own tone.

Step 2: Highlight Text to Refine It

Select any writing, then pick Improve, Simplify or Fix spelling and grammar.

这就是它的样子：

✓ 检查点： A purple AI panel appears above your highlighted 文本.

Step 3: Ask Q&A for Specific Answers

Use Q&A to ask specific questions and get an answer sourced from your pages.

How to Use Notion Goal Tracker

目标追踪器 lets you connect daily tasks to bigger projects so your whole life ladders up to one system.

以下是使用步骤。

步骤 1：创建目标数据库

Create a new database called Goals with a table view.

Add properties for status, deadline and area of your personal life.

Step 2: Add Relations Between Databases

Add a relation property linking Goals to your Projects database.

这就是它的样子：

✓ 检查点： Each goal row shows the projects attached to it.

Step 3: Add a Rollup for Progress

Add a rollup that counts completed tasks across every linked project.

How to Use Notion Meeting Notes

会议 笔记 lets you record a call, transcribe it and pull out action items automatically.

以下是使用步骤。

Step 1: Type the /meet Command

Type /meet on a blank line to start recording a live meeting.

The / command menu lets you 即刻 add this block without hunting through menus.

Step 2: Let AI Transcribe the Call

Notion transcribes the conversation while you stay in the discussion.

这就是它的样子：

✓ 检查点： A transcript block appears with a summary at the top.

Step 3: Review Summaries and Tasks

Check the generated summary, key decisions and extracted action items.

如何使用 Notion 日历

Notion日历 lets you see deadlines, events and database dates in the same place.

以下是使用步骤。

步骤 1：连接您的 Google 日历

Download Notion Calendar, then connect the accounts you already use.

Step 2: Link a Notion Database

Link any database that has a date property to show entries on the calendar.

这就是它的样子：

✓ 检查点： Your tasks and meetings sit on one shared grid.

Step 3: Open Pages From an Event

Click any event to open the linked Notion page and its notes.

How to Use Notion Document Hub

文档中心 lets you keep notes, wikis and writing in one source of truth.

以下是使用步骤。

Step 1: Create a Parent Page

Create a page named Docs to hold everything your team writes.

Everything in Notion is a page, and pages can nest inside other pages.

Step 2: Turn It Into a Wiki

Use the Turn into wiki option to add owners and verification dates.

这就是它的样子：

✓ 检查点： A Home tab appears with owner and last-verified columns.

Step 3: Rearrange Blocks Freely

Drag blocks to reorder sections until the page reads the way you think.

How to Use Notion Enterprise Search

企业搜索 lets you search across your workspace and connected apps from one bar.

以下是使用步骤。

Step 1: Add AI Connectors

Add AI Connectors for Slack, Google Drive or the tools your 商业 runs on.

Step 2: Search in Plain Language

Type a question rather than a keyword and let search read the context.

这就是它的样子：

✓ 检查点： Results show sources from outside Notion as well as inside.

Step 3: Open the Cited Source

Click any citation to open the original page or file behind the answer.

How to Use Notion Project Manager

项目管理 lets you run projects as powerful databases with boards, timelines and filters.

以下是使用步骤。

Step 1: Create a Projects Database

Create a database and add status, owner and due date properties.

Databases are structured collections of pages you can view in several formats.

Step 2: Switch to a Board View

Add a board view grouped by status to work like a Kanban team.

这就是它的样子：

✓ 检查点： The same projects appear as cards, rows and calendar entries.

Step 3: Save a Linked Database View

Add linked database views so the same data appears on other pages, filtered.

How to Use Notion Customizable Designer

可定制设计 lets you shape a blank canvas into a workspace that matches how you think.

以下是使用步骤。

Step 1: Add Icons and Covers

Hover the page title and add an icon plus a cover image.

Step 2: Build a Column Layout

Drag blocks beside each other to create a two-column daily dashboard.

这就是它的样子：

✓ 检查点： Your dashboard shows priorities above the fold.

Step 3: Hide Detail in Toggles

Move reference material into toggle blocks so the page stays scannable.

如何使用 Notion Forms

概念形式 lets you collect responses that land straight inside a database.

以下是使用步骤。

Step 1: Create a Form From a Database

Open a database and choose the Form view to start building.

Step 2: Map Fields to Properties

Match each question to the database property that should store the answer.

这就是它的样子：

✓ 检查点： A test submission appears as a new row instantly.

Step 3: Share the Public Link

Publish the form and share the link with your team or customers.

Notion Pro Tips and Shortcuts

After three years of daily use, these are the shortcuts that matter.

键盘快捷键

大多数人错过的隐藏功能

• Custom AI blocks: Embed one inside a database template so a summary writes itself when the page opens.
• Synced blocks: Edit a policy once and every page showing it updates in the same place.
• Notion formulas: Build a days-until-deadline field so your dashboard sorts itself.
• Custom agents: Route new requests or generate action plans for your team automatically.

Notion Common Mistakes to Avoid

Mistake #1: Building the Perfect System First

Mistake #2: Creating a New Database for Everything

Mistake #3: Treating Notion AI as a Search Box

Notion Troubleshooting

Problem: Notion Feels Slow to Load

原因： One page holds hundreds of blocks or several unfiltered database views.

使固定： Split long pages into sub-pages and add filters so each view loads fewer rows.

Problem: Notion AI Gives Vague Answers

原因： The prompt is broad, or the source pages are thin and poorly named.

使固定： Name pages clearly, then ask for a defined format, such as five bullets with owners.

Problem: A Relation Shows No Options

原因： The relation points at the wrong database, or a filter hides the rows you expect.

使固定： Open the property settings, confirm the target database, then clear the view filter.

Problem: Shared Pages Are Not Visible

原因： The page sits in your private section instead of a teamspace.

使固定： Move it into a teamspace, then check sharing permissions for each person.

📌 笔记： 如果以上方法均无法解决您的问题，请联系 Notion 客服。

什么是 Notion？

概念 is an all-in-one workspace that combines notes, tasks, projects and wikis in one app.

Think of it as a set of Lego blocks for your working life.

Everything is a page, every page is made of blocks, and databases turn pages into structured data.

You can organize all the things you track — notes, tasks, projects, finances and routines — inside one system.

观看这段快速概览：

它包含以下主要特点：

• Notion AI： Writing help, Q&A and autofill built into the app you already open daily
• 目标追踪器： Relations that tie tasks, projects and goals into one connected system
• 会议记录： Live transcription that turns conversations into structured notes and follow-ups
• Notion日历： A calendar app that merges your schedule with dated database entries
• 文档中心： Nested pages and wikis that replace scattered documents and folders
• 企业搜索： One search bar covering Notion pages plus Slack and Google Drive
• 项目管理： Database views that switch between board, table, calendar and timeline
• 可定制设计： Covers, icons, columns and toggles that make pages readable at a glance
• 概念形式： Native forms that write every response into a Notion database row

如需完整评测，请参阅我们的 Notion review.

Here is the short version: Notion replaces four apps with one workspace you shape yourself.

Notion定价

Here’s what Notion costs in 2026:

免费试用： Yes — the free version never expires, and paid plans can be trialed.

退款保证： No formal guarantee, but you can cancel and keep read access.

学生： The Plus plan is free with a verified 学校 电子邮件。

The main difference between Plus and Business is unlimited Notion AI.

💰 性价比最高： Business at $20/user/month — it is the only plan with unlimited AI, which most heavy users end up wanting.

Notion vs Alternatives

How does Notion compare to the other tools in this category?

快速精选：

• 综合最佳： Notion — one app for notes, databases and AI
• 最佳预算： Obsidian — free templates, plugins and offline files
• 最适合初学者： Craft — fewer choices, faster to learn
• Best for task-heavy teams: ClickUp — deeper 自动化 和报告

🎯 概念替代方案

正在寻找 Notion 的替代方案？以下是一些最佳选择：

• 🚀 ClickUp： Stronger native project management with built-in 时间跟踪, goals and sprint tools for teams that live in tasks all day.
• 🔒 任意类型： Local-first and encrypted, so your personal data stays on your device instead of a company server.
• 📊 结尾： Doc-plus-spreadsheet hybrid with deeper formulas and packs for people who think in tables.
• 🎨 XTiles： Visual tile-based canvas that feels lighter than pages for planning, moodboards and simple notes.
• 🧠 容量： Object-based note taking built around ideas, people and books rather than folders.
• ⭐ 工艺： Beautiful writing app with excellent Apple apps and fast, distraction-free daily notes.
• 🔧 AFFiNE Pro： Open-source workspace merging docs and whiteboards, popular with developers who want self-hosting.
• 💰 黑曜石： Free markdown vault with backlinks and plugins for a second brain you fully own offline.

完整列表请参见我们的 概念替代方案 指导。

⚔️ Notion Compared

Here’s how Notion stacks up against each competitor:

• Notion 与 ClickUp 的比较: ClickUp wins on task automation and reporting depth. Notion wins on flexible pages, notes and writing in the same place.
• Notion 与 Anytype 的对比: Anytype wins on privacy and offline ownership. Notion wins on collaboration, templates and its far bigger community.
• Notion vs Coda: Coda wins on formulas and spreadsheet logic. Notion wins on page design, wikis and everyday usability for beginners.
• Notion 与 XTiles 的比较: XTiles wins on quick visual planning. Notion wins on powerful databases, relations and long term system building.
• 概念与能力: Capacities wins on linking ideas by object type. Notion wins on projects, tasks and team collaboration features.
• 概念与工艺: Craft wins on polish and writing feel. Notion wins on databases, AI and running an entire life operating system.
• Notion 对比 AFFiNE Pro: AFFiNE Pro wins on whiteboards and self-hosting. Notion wins on maturity, integrations and available learning resources.
• Notion vs Obsidian: Obsidian wins on offline speed and file ownership. Notion wins on structure, sharing and team-ready pages.

Start Using Notion Now

You learned how to use every major Notion feature:

• ✅ Notion AI
• ✅ 目标追踪器
• ✅ 会议记录
• ✅ Notion 日历
• ✅ 文档中心
• ✅ 企业搜索
• ✅ 项目管理
• ✅ 可定制设计
• ✅ 概念表单

下一步： Pick one feature and try it today.

I suggest starting with Notion AI, because it does the heavy lifting on a blank page.

只需不到五分钟。

Then explore the possibilities one feature at a time, and keep what you actually open.

常见问题解答

如何在 Notion 中使用 AI？

Press the spacebar on a new line to prompt AI, or highlight text to rewrite it. Use /meet for meetings and Q&A for specific questions.

Notion AI 可以免费使用吗？

The free version includes limited AI trials. Unlimited Notion AI is bundled into the paid Business plan at $20 per user each month.

Notion容易上手吗？

The basics take an hour. Pages, blocks and databases are simple. Formulas and relations take longer, so most beginners start with free templates.

我可以用 Notion 做什么？

Notes, tasks, projects, goals, wikis, habit tracking and team collaboration. Many people run their personal life and their business in one workspace.

Notion 对个人使用来说功能是否过剩？

Only if you over-build it. Start with one page and a to do list, then add databases when a real need appears.