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Notion Pro User Template Guide - FLO.W System Migration and Onboarding

Already a Notion power user? Learn how to migrate your existing workspace to the FLO.W all-in-one template and build automated productivity workflows.

Quick Answer

If you already have years of Notion data, the hardest part after buying FLO.W is usually deciding what to do with your old databases.

Start using FLO.W for new tasks and ideas first. Old content does not need to move all at once. When an old page becomes useful again, decide whether it belongs in tasks, projects, notes, clips, or areas.

Old notes and databases hold years of work, while the new template follows a different design logic. Keeping both systems fully intact often makes both harder to use. If you are still evaluating FLO.W, read the seven-year reflection and design notes for the background behind this system. If you are completely new to Notion, start with 5 tips for Notion beginners.

How to Get Started with the FLO.W Notion Template

If you've already purchased the FLO.W Notion template, I highly recommend watching this 40-minute video I created. It thoroughly explains how to start from the simplest task and gradually build a rich note-taking system and a project-experience-rich "Area."

I understand that 40 minutes is quite long, but I can guarantee it will save you over 100 hours of tweaking time in the future. You can follow the video's progress bar, watch 10 minutes each day and immediately practice, and soon you'll have a basic understanding of the Template's overall usage. If you prefer a text format, you can also check out this FLO.W system in-depth guide.

After watching the video, when you encounter a specific problem, such as not knowing the purpose or usage of a certain database field, you can immediately search for that keyword in the FLO.W Template Manual. Generally, there will be complete text and image or video explanations.

How to Migrate Legacy Notes to the FLO.W Notion template System

I recently received a question from an advanced version user that is very representative.

Question from an advanced version user:

I've created many databases in Notion over the years. Currently, while using your template, I have a headache-inducing problem: how should I handle these databases? Should I put them all into your template's notes database, or continue using them as my current separate databases?

For example, how should the legacy notes in the image below integrate with the current FLO.W Notion template?

There are two prerequisites for successful migration:

  1. You know what content you've recorded
  2. You know what functional modules in FLO.W Notion template can match them

Simply put, FLO.W Notion template's functional modules can be divided into these four basic categories:

So let's first pick out the easily categorizable information from the image:

  • Things to complete: Projects
  • Valuable information: prompts, account management, Secrets, contacts, scripts, plugins, Services
  • External information sources: manuals, physical books, authors, books

Among these, Projects are the easiest to migrate because the FLO.W Notion template has ready-made Task and Project modules. You just need to move these Projects pages directly into the corresponding database. For specific migration methods, refer to Import Template - Legacy Notes Migration.

Next, handle "valuable information." If this information matches the definitions of these six note types, you can create a separate note for it.

TypeDescription
Exp - Experience / Summary / ReviewUsed to record lessons learned from practice (projects, tasks, life experiences), in-depth research summaries on complex topics, or periodic personal/work review reflections. This type of note is key to knowledge internalization and refinement.
Log - Journal / Process / ExperienceUsed to record daily diaries, work logs, specific processes of project progress, important personal experiences or observational discoveries.
Ask - Confusion / Unknown / ChallengeUsed to record specific questions arising from learning, work, or life that need further exploration, problems faced, or challenges encountered
How - Method / Workflow / GuideUsed to record specific operation methods, workflows, SOPs (Standard Operating Procedures), skill acquisition guides, or tutorials
Idea - Thinking / Inspiration / ViewpointUsed to quickly capture fleeting inspirations, initial thoughts, unique personal viewpoints, or innovative solutions
Ref - Resource / Extract / ToolUsed to store valuable external resource links, essence extracts from articles/books, recommended tool lists, or other reference material fragments worth keeping.

For example, "prompts," "scripts," and "plugins" can match (or at least barely match) the [Ref] or [How] note categories, so you can create a note in [FLO.W - Notes DB], then move your current [Prompts Database] into this new note page.

What about the remaining "valuable information" that falls outside these six note type definitions? The simplest approach is to move them into an Area page you created, making it a subpage of that area, something like an appendix or attachment. For example, [Contacts] can go into an area like [Relationships], and [Services] can go into an area like [Productivity Tools].

Understanding the Area Concept: The FLO.W Notion template uses a two-level area structure. Level 1 areas are major directions you continuously focus on in life, such as "Health Management" or "Career Development". Level 2 areas are more specific subdivisions, such as "Physical Training" or "Dietary Adjustments". For details, see Understanding Areas.

Finally, there are [External Information Sources] such as books, authors, physical books, and manuals. These can go directly into the Web Clipper Database. Just write a good title; since this type of information only needs to be searchable, it needs very little detailed categorization.

General Solution

If you're unsure which FLO.W module a certain type of note should go to, you can judge based on the following approach:

Core Principle: Ask yourself two questions

  1. What is the "gene" of this content? Is it "something to do," "valuable thinking," or "information from external sources"?
  2. How will it be invoked in my future usage scenarios? Completed by timeline, reviewed by topic, or retrieved on demand?

Based on these two questions, here's a migration reference table for common note types:

Your Existing Note TypeCharacteristicsCorresponding FLO.W Module
To-Do ListsHave clear completion points, need to be "finished"Task Module
Study Plans, Event Planning, Writing ProjectsComplex goals requiring multiple steps to completeProject Module
Reading Notes, Course Notes, Learning InsightsPersonal thinking distilled from external contentNotes Module (Select type "Exp" or "Ref")
Workflows, SOPs, Operation GuidesReusable methods or processesNotes Module (Select type "How")
Diaries, Weeklies, Life RecordsPersonal experiences and insights recorded over timeNotes Module (Select type "Log")
Inspiration Collection, Creative Drafts, Topic BankScattered but potentially valuable idea fragmentsNotes Module (Select type "Idea")
Web Clips, Article Favorites, "Read Later"Saved external links not yet digestedWeb Clipper Module
Book Lists, Movie Lists, Course CollectionsContent lists waiting to be consumedWeb Clipper Module
Health Records, Expense Bills, Habit TrackingLife data tracked continuouslyLife Record Module
Resumes, Certificates, Important Document ArchivesLow-frequency but important materials needing archivingMove to subpage of corresponding Area

If the table above misses your situation, try this three-step general process:

  1. First ask "Is this more like an action, or a piece of information?"

    • If "action" → Consider placing in Task or Project
    • If "information" → Continue to next step
  2. Then ask "Is this information my original thinking, or from external sources?"

  3. Finally ask "If I really don't know where to categorize it, what major life direction does it belong to?"

    • Find the corresponding Area, move it as a subpage of that area page

Experience from Knowledge Workers: Categorization should reduce search and reuse costs. Information systems are always in dynamic evolution. Over-pursuing precise categorization will only trap you in a "sorting trap." A more efficient approach is: quickly place first, ensure searchability with keywords, then fine-tune when needed.

Additional Notes

I've seen too many users who, before becoming familiar with a new Template, spend days or even weeks organizing and migrating old data. The result? During migration, they discover the new and old structures are incompatible, getting messier as they organize; they finally finish migrating, only to find they don't know how to use the new Template at all; ultimately, both Template and old data are abandoned together.

So the wiser approach is: start using first. Starting today, use FLO.W to record new tasks and new ideas. Understand the Template's design logic through actual use, and only migrate old content when you truly need it. The system will grow with your use, and you'll evolve with the system's improvement.

If you've decided to migrate old data, here are some practical operation guides:

📚 Ready to Get Started?

If you've decided to use the FLO.W Template, the following resources can help you get started quickly.

Template import tutorial: Learn how to import and start using
Common beginner questions: See what problems other users encounter
Usage examples: See how others use it
View Import Tutorial✨ 1531+ users chose FLO.W
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