Notion is a central workspace tool used across the InvestorKit leadership team and divisions to manage tasks, collaborate effectively, and document key knowledge and processes. It serves as the backbone for strategic planning, team alignment, and operational clarity.
Core Uses of Notion
Function | Description |
Project Management | Track strategic initiatives, divisional goals, and team responsibilities |
Knowledge Base | Store SOPs, policies, and process documentation in one structured location |
Collaboration Hub | Share team updates, meeting notes, and coordinate cross-functional work |
Notion’s flexibility allows us to streamline how we manage information, track work, and collaborate across teams - all in a single, searchable platform.
Getting Started with Notion
Notion is accessible via:
- Web browser
- Desktop app (Mac and Windows)
- Mobile app (iOS and Android)
To set up:
- Go to www.notion.so
- Log in using your work email address
- Join the InvestorKit workspace (contact the Helpdesk if you don't see it)
- Familiarise yourself with the layout:
- Sidebar navigation
- Pages, databases, and toggle lists
- Search bar and quick find feature
Video Training Resources
Intro to Notion
Full Training Playlist
These videos are a great way to understand how to navigate, create content, and build more structured documentation in Notion.
Mobile Training for Notion
Using Notion on your phone allows you to stay productive and connected while on the go. Use the links below to download and explore Notion mobile:
These resources cover how to edit pages, add notes, use templates, and manage workspaces efficiently on mobile devices.
Best Practices
- Keep pages structured using headers, bullet points, toggle lists, and databases
- Use consistent naming conventions for pages and folders
- Maintain version control where appropriate (via page history or notes)
- Link related documents using Notion’s internal linking feature
- Tag teams or individuals using @mentions to assign tasks or request input
- Use templates to speed up recurring tasks or documentation
Need Help?
If you need access to the workspace, assistance with creating pages, or guidance on best practices:
- Submit a Helpdesk ticket via helpdesk@investorkit.com.au
- Reach out to your leader