thesis planning notion

Notion for Academic Research & Note-Taking

I have to write a literature review for my master’s thesis. When I wanted to start, I didn’t know how to create a list of scientific papers to read and how to manage this growing list of literature. How do I keep track of all open tabs on my browser? How to find a paper X which used such a method? How to order and classify scientific papers?

There are Mendeley and Zotero , two well-known tools for saving articles and generating bibliographies, but these are only useful for keeping a list of papers. There is little customization possible at the folder or tag level. In any case, they never met my needs. Zotero only serves me as a bank of scientific articles, nothing more.

If you want to build yourself a real list of scientific articles classified according to your needs, as in the image below, continue reading this article to discover my method!

Why use Notion for academic research?

I was looking for a tool that would allow me to create my own fields to filter out articles that I found during my literature search.

For example:

• Rating to say how interesting the article is for my research
• Reading priority
• The main subject
• Reading status: to read/read

What sets Notion apart from all competitors is that this note-taking tool offers the possibility of personalizing everything from A to Z, which allowed me to customize the tool exactly for my needs and what I needed for my literature review.

Of course, the main disadvantage of Notion is that since it is a very customizable tool, the learning curve is quite steep: it is difficult to understand how Notion works when you start.

I started using Notion with the current project I’m going to explain in this blog post, so if you have never used Notion before, you should be able to get started with this project!

Related | 14 Ways to Get Motivation to Study NOW!

How to use notion to manage literature for graduate students, first steps on notion & creating the database.

Start by creating an account on Notion . From the left menu, create a new page. Enter a title, and you can also choose an icon to represent the page! Then, select “Table” under “Database” to create a new database to start entering your scientific papers.

Now that the database is created, we need to fill it up! To do so, I used the Google Chrome extension from Notion . 

Add scientific papers with the Notion Chrome Extension

When I’m on the website with the paper or PDF, I click on Notion’s Chrome extension and then select the database I want to add the new article. That’s it! The article is then automatically added to the database with a direct link to the web page.

Then, you can delete the 3 empty rows that were entered in the database automatically.

So, after adding a few papers, you get a database in which ALL of your papers are referenced, regardless of their research subject or methodology. Later, we’ll see how to create different “views” to sort through the papers.

Adding a paper using the Notion Chrome extension is very easy!

How to get the reference of the papers in the Notion database?

I use the Google Scholar Chrome extension to get the BibTex entry for that paper. All that I need to do is to select the title of the paper before clicking on the Google Scholar icon. 

Add properties to the research papers

Now that you’ve learned how to add papers to the database, the next step is to customize the properties you want for the papers! Properties are certain fields we can create to describe the papers in the database. There are many different kinds of properties one can create:

• Select (1 choice only), Multi-Select (Multiple choices)
• Dates (Custom date, Created date, Last Updated Date)
• Files & Media 
• Tag a Person 

Now that you know what a property is, it’s time to create some! To do this, click on a paper’s title to open the page. Then click on “Add a Property” and add the properties you want. Every property you add will be added to the complete database. You can start with just a few properties that you think will be useful to you, and you can always add more later as you learn to use Notion and discover new ideas for sorting your academic literature!

Here are some ideas of properties: 

• Status: To Read, Currently Reading, Finished Reading, which is a Select
• Interesting? : 1 to 3 stars rating, using Select
• Link to the article, using an URL property
• The date that you read the article, using a Date property 

Then you can add properties that are directly related to your search. For example, as I’m working on three specific Parkinson’s disease symptoms, I added a “selection” property that lists the symptoms the paper discusses.

The following image shows the properties that I created in my main database to give you some ideas and inspire you. I have a lot ! You don’t have to create that many properties. For me, my database grew from week to week, and I added more and more properties that I found interesting for my research.

Add different views to sort your papers 

The next step is to create different views to visualize the papers. A view is a way of filtering your main database and saving the filter with a specific name so that you can return to it later. You can filter the papers according to the properties we just created. For example, I created a view that will only show me the papers that I added the tag “To-Read”:

For example, the image below shows all of the different “views” I have of my main database.

• All: The main database that will show all the papers with no filter 
• Comparison Table: A view that shows certain properties that I have selected. It’s a little bit like an Excel table for me. I use this view to compare the papers for my literature review.
• To Read:  List of papers that I identified as a priority to read for my research.
• Read: List of papers that I finished reading.
• Symptoms: 3 different views showing only papers that are related to a specific Parkinson’s Disease symptom
• Uncontrolled Env: List of studies that were done in controlled laboratory environments  
• Scripted Tasks: Again, this view is for my research, but it’s a distinction between different ways to evaluate the disease with smartwatches 

Finally, here is an example of what my Reading List looks like, listing papers I identified as absolutely wanting to read:  

And here is a screenshot of my “Comparison table” view that I use very often: 

Related | My Research Internship at Johns Hopkins University

Conclusion .

I hope this article has been useful for you and helps you build the basics of your own Notion system for managing your scientific papers! Adapt this method to your needs, and don’t hesitate to share your projects with me. I’m curious to know what you will come up with!

Marie likes to push her limits and always keep learning new things. She shares her weekly learnings because "if you can't explain it simply, it means you didn't understand it well enough".

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Thanks for this post Marie ! I recently discovered it and I am using your template to manage the papers of my Master thesis. I never truly benefited from using Zotero and because I am using Notion for everything else, it seemed like the right decision to use it too for my research.

Hello Irene! Thank you so much for your comment. I’m happy to know this was helpful! Marie

Hi I am a PhD student and working on climate change. I also work a lot with big data and just started stepping on ML too. This blog post is very useful and what I have been looking for. Thank you so much for sharing it.

Hello Kyoung, Thank you so much for your comment! 🙂 Very happy to know my post was helpful! Marie

Thank you for your helpful article! I did have a question because I tried using your template and wasn’t sure how to get it to work the way you demonstrated. When I’ve tried using the Google Chrome extension to add articles, I’ve only been able to add them as a separate page, not as an entry into the database.

Hello! Yes, that is possible. When that happens, I actually drag and drop the item afterward in the database. Best, Marie

Oh my gosh, this is one of the most helpful articles I’ve found. Why didn’t I know about this before? It makes it easier to navigate and research. Thank you so much for these tips.

Hello Miranda, I’m so glad I was able to help 🙂 Marie

Thanks for this very informative blog-post.

I have been doing some google searching and I found an idea of have two linked tables. https://www.reddit.com/r/Notion/comments/gs0f6l/template_workspace_for_machine_learning/ it says for Machine learning but it is applicable to all fields.

Just wondering if you have worked with two linked tables and if you find this idea useful ?

The only time I used a linked database is to keep some important citations. I created a “citations” database, and when I wanted to keep an argument that might be useful for my thesis, I would add it to the citations database and link it to the actual paper in my Reading List database.

But for sure, the dashboard that I’m sharing in this blog post can definitely be pushed further!

Best, Marie

Hi Marie! This is super helpful, and exactly what I was looking for. Such a sophisticated and useful way of storing research notes. I just wondered how you capture all of the details of the academic paper? Do you manually copy and paste author name, year, journal etc? I didn’t really understand the BibTex google scholar extension part? Thank you for the template! Emma

Hello Emma! I’m glad I was able to help!

Yes, at the moment, I manually copu and paste the information that I want to have in my Reading List database on Notion.

Since I published this blog post, Notion has released their API, allowing some automation to be done. I haven’t looked into it yet, but you could search around that if automation is possible now for papers information 🙂

For the BibTex Google Scholar Extension part, did you see the gif I shared about that? Basically, I downloaded the Google Scholar extension for the browser Chrome. This means that I can highlight the title of a paper, and then, when I click on the extension, I can directly get all the BibTex information.

Hope this helps! Marie

Can we make the thesis report or write a research article in notion? Many prefer latex. Can we do it in Notion?

I don’t think I would suggest writing a research article on Notion. I prefer to use Overleaf, as it supports LaTeX, version history, collaboration, comments, etc.

Notion is better for Markdown!

Hi, I was wondering is it possible to import Mendeley’s library to notion? I have a 1000+ library and I would love to use my attention pdf. How are you dealing with the annotation of pdf? Are you using any pdf file or just doi with your own annotations for the paper within notion?

Hello! I am basically using this as a way to write notes instead of annotating a PDF on my iPad most of the times. I haven’t done a workflow that does both. Since your comment, Notion has released their API, so it might be possible to import your articles from Mendeley to Notion with such a tool: https://tray.io/connectors/mendeley-notion-integrations

But I haven’t tried it! Marie

I am considering adopting Notion and your post (forwarded to me by a dear colleague) is very useful! I have a quick question to help me appreciate better the power of Notion: what would be the difference between the Notion database of articles and a spredsheet (Google sheets, Excel, OO)? Thanks!

Hello Patricia! Glad to know people are sharing my blog posts! 🙂

I would say that Notion can be like a Google Sheet, but the opposite isn’t true. In a way, Notion can be more powerful. The interface is also prettier to work with, at least in my opinion, and more instinctive!

It also allows to add “properties” to each paper, which you can’t really do on Google sheets (or would be more complicated to implement), it would mostly just be columns and rows. In Notion you can do that, but also have more information and see it from different views.

Hope that helps! Marie

OMG, this is crazy <3 , exactly what I am looking for! Thank you so much!

Glad to hear that!

Hi Marie, have you made any updates to the template?

Hello, I have not!

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Academic Writing in Notion (with Template)

You’ve got that paper to write but no idea where to start? You are drowning in literature that’s scattered all over the place? And you just don’t have a system to turn all your research into some tangible results? Whenever I had some sort of Academic Writing to tackle, it usually started with the feeling of being overwhelmed. So much literature to go through. No structure in place to sort what I’ve found. And certainly no time to take a deep breath and look for a good system to do it all. I usually ended up writing notes in Word while copypasting links to sources in a frantic attempt to organise all my readings. Needless to say, it wasn’t a very effective approach. Luckily, Notion is absolutely amazing at organising any Academic Writing project. And with this Academic Writing in Notion Template, you can easily master your reading list, set your writing project up for success and start connecting the dots .

Read on for more explanations or jump to the bottom of the page to get this ( free ) Academic Writing in Notion Template

Your Academic Writing Hub in Notion

The main page of the template is designed to be the command center of your writing projects.

Up top, you’ll find the the Navigation Bar that will let you jump quickly between sections.

You can customise your Quick Links section according to your most used resources. Quick Notes lets you create a new note without interrupting your workflow. And with Active Writings , you never lose track of what you’re working on.

Next, you’ll find your Inbox that will keep track of all new readings that you’ve collected.

Tip: Use the Save to Notion Webclipper instead of Notion’s native clipper to customise how you import your sources.

And directly below, there’s your reading list, sorted by priority, so that you always know what to work on next.

Your Readings List in Notion

If you’ve ever struggled to organise your readings list or deal with all the material you’ve already worked through, then this is the section for you.

Your Readings shows you various views of your sources, so that you can focus on what really matters: working through the list and using your insights for your writing projects.

It contains an Inbox for new material that needs to be sorted and a Reading List that shows you what you should read next.

Further down the page, you’ll see your Most Used Readings . If you write a lot of articles, then this will become a treasure trove of your most useful resources so that you don’t have to sort through piles of documents to find that one article that you keep referencing everywhere.

See where you stand at a glance with the Status View. What are you currently reading? Which articles need to be summarised? Track your progress and make sure that nothing falls through the cracks

Lastly, the Master Table provides you with a comprehensive overview. Add the correct citation so that you can easily export your readings list to your literature cataloguing software of choice. Add a short summary and the relevance of this reading to sort through them quickly at a later time.

Think of your Readings section as your own personal knowledge management system , dedicated to a specific purpose: producing great writing.

Most importantly, add the Topics of the Reading to make some magic in Notion happen. How? We’ll get to that in a moment.

Your Topics in Notion

Topics are one of the coolest features of this Academic Writing for Notion Template.

Everyone who’s ever written an academic paper knows the struggle: how do you best match your readings to the content that you want to write? Your sources rarely only cover one aspect. Most of the times, a reading is relevant for several parts of your paper and on top of that, it might be useful for a different writing project too.

Enter Topics .

Simply tag each writing with the topics covered in it. Go as granular as you need – you can always delete topics later or add more, but try to get the gist of them.

This has three major benefits over the traditional let’s-take-notes-in-word-and-hope-we-find-it-again-later-when-we-need-it-approach.

First, you can open the My Topics to sort through your Topics and see recurring themes immediately. What topics keep popping up? It’s the first step to start connecting the dots.

Second, you can use a Topic to write so called Evergreen Notes . Evergreen Notes are notes that – like evergreen songs – are timeless and can be reused in a variety of ways. If you keep referencing certain concepts in your articles, then you can simply use your Evergreen Notes on that topic to quickly insert text snippets instead of having to start from 0 every single time.

Each Topic comes with it’s own dashboard to show you every single reading, writing or note that you’ve ever created for this topic. That way, creating your Evergreen Notes is a breeze.

The underlying concept for this part of the Academic Writing in Notion template is called Global Tags in Notio n and it’s super powerful.

The third thing is the magic we’ve talked about above and you’ll find it in the next step.

Your Writings in Notion

Now to the heart of the template, your personal Writing HQ.

First of, you have a general dashboard to keep track of all your writing projects.

Use the Master Table to add information to your projects. You can both create standalone Articles as well as Books and their respective Chapters for longer projects.

The Status View is your personal project management tool. Never forget an idea for a writing project again. And simply drag & drop a project into a different status once you’re ready to take the next step.

What’s even better though is the specific dashboard for each writing project. Any time you add a new project in your Academic Writing in Notion Template, the system will create it automatically.

Once you pick all related Topics for a writing project, it will automatically pull in all the relevant information that you’ve ever collected. Never dig through your notes again or frantically try to remember where you saved that paper that could come in handy now. They will all resurface on their own.

Like Magic.

( speaking of magic: have you tried my method to replace Siri with ChatGPT ? )

Your Notes in Notion

Lastly, no template would be complete without a dedicated section for Notes .

The Academic Writing in Notion Template comes pre-loaded with two types of notes:

• Meeting Notes to keep track of talks with your supervisor or colleagues, so that you always have their input within arms reach
• Brainstorming Notes to quickly jot down some thoughts that can be sorted later

Just remember to assign a Topic or Related Writing and your notes will automatically appear in the right context, wherever you need them.

Don’t forget to use the Quick Note feature on the main page of the template to make a quick note without interrupting your workflow.

Tip: You could easily integrate this part of the Academic Writing in Notion Setup with another template of mine: Zettelkasten for Notion , a simple tool for networked thoughts. If you need help setting this up, just tweet me @mfreihaendig .

Get Your Free Academic Writing In Notion Template Now

Streamline your workflow and start connecting the dots with my (free) Academic Writing in Notion Template:

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A Guide to Dissertation Planning: Tips, Tools and Templates

Dissertations are a defining piece of academic research and writing for all students. To complete such a large research project while maintaining a good work-life balance, planning and organisation is essential. In this article, we’ll outline three categories for dissertation planning including project management, note-taking and information management, alongside tools and templates for planning and researching effectively.

For both undergraduates and postgraduates, a dissertation is an important piece of academic research and writing. A large research project often has many moving parts from managing information, meetings, and data to completing a lengthy write-up with drafts and edits. Although this can feel daunting, getting ahead with effective planning and organisation will make this process easier. By implementing project management techniques and tools, you can define a research and writing workflow that allows you to work systematically. This will enable you to engage in critical thinking and deep work, rather than worrying about organisation and deadlines. 

To get prepared, you can do two things: First, start your preliminary readings and research to define a topic and methodology.  You can do this in summer or during the first few weeks of university but the sooner, the better. This gives you time to discuss things with your supervisor, and really choose a topic of interest. Second, begin preparing the tools and techniques you’ll be using for your research and writing workflow. You can use the preliminary research phase to test these out, and see what works for you. 

Below, we’ll cover three key aspects to consider when managing your dissertation, alongside some digital tools for planning, research and writing. 

The 3 Categories of Dissertation Planning

Project Management and Planning 

Your dissertation is a project that requires both long and short-term planning. For long-term planning, roadmaps are useful to break your work down into sections, chapters or stages. This will give you a clear outline of the steps you need to work through to complete your dissertation in a timely manner. 

Most likely, your roadmap will be a mixture of the stages in your research project and the sections of your write-up. For example, stage 1 might be defined as preliminary research and proposal writing. While stage 3 might be completing your literature review, while collecting data. 

This roadmap can be supplemented by a timeline of deadlines, this is when those stages or chapters need to be completed by. Your timeline will inform your short-term plans, and define the tasks that need completing on a daily, weekly or monthly basis. This approach, using a roadmap and timeline, allows you to capture all the moving parts of your dissertation, and focus on small sub-sections at a time. A clear plan can make it easy to manage setbacks, such as data collection issues, or needing more time for editing. 

Note-taking 

Whether you use a notebook, or digital tool, it’s ideal to have a dedicated research space for taking general notes. This might include meeting notes from supervision, important information from informational dissertation lectures, or key reminders, ideas and thoughts. It can be your go-to place for miscellaneous to-do lists, or to map out your thought processes. It’s good to have something on hand that is easy to access, and keeps your notes together in one place. 

Beyond this, you’ll also need a dedicated space or system for literature and research notes. These notes are important for avoiding plagiarism, communicating your ideas, and connecting key findings together. A proper system or space can make it easier to manage this information, and find the appropriate reference material when writing. Within this system, you might also include templates or checklists, for example, a list of critical reading questions to work through when assessing a paper. 

Information Management 

It’s important to consider how you plan to organise your literature, important documents, and written work. Note-taking is a part of this, however, this goes a step further to carefully organise all aspects of your dissertation. For example, it’s ideal to keep track of your literature searches, the papers you’ve read, and their citations but also, your reading progress. Being able to keep track of how many passes a paper has been through, how relevant it is, or where it fits within your themes, or ideas, will provide a good foundation for writing a well-thought out dissertation. 

Likewise, editing is an important part of the write-up process. You’ll have multiple drafts, revisions and feedback to consider. It’s good to have some way of keeping track of all this, to ensure all changes and edits have been completed. You might also have checklists or procedures to follow when collecting data, or working through your research. A good information management process can reduce stress, making everything easy to access and keep track of, which then allows you to focus on getting the actual work complete. 

Digital Project Management and Research Tools for Dissertation Planning 

Trello is a project management tool that uses boards, lists and cards to help you manage all your tasks. In a board, you can create lists, and place cards within these lists. Cards contain a range of information such as notes, checklists, and due dates. Cards and lists can be used to implement a digital kanban board system , allowing you to move cards into a ‘to-do’, ‘in progress’ or ‘complete’ list. This gives a visual representation of your progress.

This is a flexible, easy to use and versatile tool that can help with project management of your dissertation. For example, cards and lists can be used to track your literature, each card can represent a paper and lists could be 1st pass, 2nd pass, or be divided into themes. Likewise, you can use this approach to organise the various chapters or stages of your dissertation, and break down tasks in a visual way. Students have used Trello to manage academic literature reviews , daily life as an academic , and collaborate with their supervisors for feedback and revisions on their write-up. 

Notion is an all-in-one note-taking and project management tool that is highly customisable. Using content blocks, pages, and databases, this tool allows you to build a workspace tailored to your needs. Databases are a key feature of Notion, this function allows you to organise and define pages using a range of properties such as tags, dates, numbers, categories and more. This database can then be displayed in a multitude of ways using different views, and filters. 

For example, you can create a table with each entry being a page of meeting notes with your supervisor, you can assign a date, person, and tags to each page. You can then filter this information by date, or view it in a board format. Likewise, you can use the calendar to add deadlines, within these deadlines, you can expand the page to add information, and switch to ‘timeline’ view . This is perfect for implementing project management techniques when planning your dissertation. 

Although this may sound complicated, there are many templates and resources to get you started . Notion is an ideal tool for covering all three aspects of dissertation planning from project and information management to note-taking of all kinds. Students have used Notion for literature reviews , thesis writing , long-term PhD planning , thesis management , and academic writing . The best part, these students not only share their systems, but have also created free templates to help you build your own system for research. 

Asana is a project management and to-do list tool that uses boards, lists, timelines and calendars. If you’re someone who prefers using lists to organise your life and projects, Asana is ideal for you. You can use this tool to manage deadlines, reading progress, or break down your work into projects and sub-tasks. Asana can integrate with your calendar, which is perfect if you already use other calendar tools for organisation. If something like Notion is too overwhelming, using a mixture of tools with different purposes can be a more comfortable approach. 

Genei is an AI-powered research tool for note-taking and literature management. Your research and reading material can be imported, and organised using projects and folders. For each file, genei produces an AI-powered summary, document outline, keyword list and overview. This tool also extracts key information such as tables, figures, and all the references mentioned. You can read through documents 70% faster but also, collect related articles by clicking on the items in the reference list. Genei can generate citations, and be used alongside other popular reference management tools, such as Zotero and Mendeley . 

This tool is ideal for navigating information management and literature notes for your dissertation. You can compile notes across single documents or folders of documents using the AI-generated summaries. These notes remain linked to their original source, which removes the need for you to keep track of this information. If you find it hard to reword content, there’s also summarising and paraphrasing tools to help get you started. Genei is a great tool to use alongside project management solutions, such as Trello and Asana, and note-taking tools like Notion. You can define an efficient research and writing workflow using these range of tools, and make it easier to stay on top of your dissertation. 

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genei is an AI-powered research tool built to help make the work and research process more efficient. Our studies show genei can help improve reading speeds by up to 70%! Revolutionise your research process.

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