Rahul
UX Case Study · Self Directed · Notion

Redesigning Notion's first-time user experience

Reducing cognitive overwhelm, defining a clear beginner path, and helping new users reach their first win in under 3 minutes.

RoleUX Designer
Duration6 Weeks
PlatformWeb App
ToolsFigma · FigJam · Notion
Welcome & Goal Selection screenTemplate Match screenGuided Workspace screenCelebration screen

The promise and the paradox of Notion

Notion is one of the most ambitious productivity tools ever built. Its infinite canvas model - equal parts note-taking app, database, project manager, and wiki - has earned it a cult following among power users worldwide. With over 35 million users, Notion isn't just a product - it's a philosophy about how knowledge work should feel.

And yet, there's a stubborn contradiction at the heart of Notion's growth story: the very flexibility that makes it brilliant for advanced users makes it deeply intimidating for beginners.

Notion sign-up - start of the typical first-time user journey

Notion's typical user journey for a first-time user

💬 In user interviews, first-time Notion users consistently describe their first session as: "I opened it, stared at the blank page, and had no idea what to do." That moment - that pause before forward momentum - is where activation dies, and where this project began.

35M+
Users on the platform
~40%
Drop off in the first session
Day 1
Most churn happens during onboarding

Where does the confusion actually start?

Before forming any hypothesis, I spent the first week simply observing. I watched screen recordings of first-time users opening Notion, read every 1-star App Store review from the past two years, and combed through Reddit threads where beginners vented their frustration.

What emerged wasn't a single "broken flow" - it was a cascade of small confusions that compound into a feeling of being completely lost.

The blank workspace a new user sees after sign-up - no direction, no orientation

Why first-time users drop off - a cascade of small confusions

🎯 How might we redesign Notion's onboarding to help first-time users understand the product quickly and take their first meaningful action within 3 minutes?

1

Blank canvas shock

Users land on an empty workspace with no direction, no welcome, and no orientation. There's no obvious "start here" moment.

2

Template paralysis

The template gallery has 100+ options with names like "GTD System" and "Life OS" - unfamiliar jargon that confuses more than it helps.

3

Feature overload with no context

"Blocks", "databases", "views" - these terms mean nothing to someone opening Notion for the first time. The sidebar exposes everything at once.

4

No first-win moment

Even if a user sets something up, there's no sense of completion or validation. No celebration, no next step, no reason to come back.

Evaluating the current experience

Before testing with users, I walked through the existing onboarding flow myself and noted every point of confusion using Nielsen's 10 heuristics as a lens.

Screen 1 - Sign up & Welcome

Current sign-up screen

After signing up, users are asked their role - but this info doesn't seem to personalise anything. Users feel like they filled in a form for nothing.

Screen 3 - Template Gallery

Template gallery - 100+ options, unfamiliar names

Template gallery - 100+ options, unfamiliar names, no plain-language descriptions

Heuristic evaluation - issues mapped to Nielsen's 10 principles

Heuristic evaluation - issues mapped to Nielsen's 10 principles

What does secondary research say?

I did a quick round of desk research to understand the broader context - how do other tools handle onboarding, and what do users say about Notion online? I read App Store reviews, Reddit threads, and looked at how apps like Canva, Duolingo, and Linear approach first-time users.

Secondary Research Insights Board - App Store reviews, Reddit threads, competitor benchmarks

Insights from App Store reviews, Reddit, and competitor onboarding research

💬

"I opened it, got confused, and closed it"

The most common sentiment in 1-star App Store reviews

📉

Complexity is the #1 churn reason

Research reports show cognitive overload as the main drop-off trigger in productivity tools

🎯

Guided first action = higher retention

Apps with a clear guided first action (like Duolingo, Canva) retain 2x more day-1 users

Templates are massively underused

Most new users never find the template gallery, even though it's the fastest path to getting value

What does the landscape teach us?

I evaluated four products across six onboarding dimensions to understand where Notion stands relative to tools with overlapping value propositions.

DimensionNotionTrelloEvernoteGoogle Docs
Goal-based onboarding❌ Absent✅ Use-case selection⚠️ Partial❌ Absent
Empty state guidance❌ Blank page✅ Tutorial cards✅ Sample notes⚠️ Minimal hints
Progressive feature reveal❌ All-at-once✅ Gradual disclosure⚠️ Partial⚠️ Partial
Time to first valueSlow (6+ min)Fast (~2 min)Medium (~3–4 min)Fast (known product)
Beginner-friendly language❌ Technical terms✅ Plain language✅ Familiar terms✅ Very familiar
Power ceiling⭐⭐⭐⭐⭐ Exceptional⭐⭐⭐ Moderate⭐⭐⭐ Moderate⭐⭐ Low

🔑 Key takeaway: Notion is the most powerful tool in this set by a significant margin - but it's the only one that offers no guided path for first-time users. Its competitors make onboarding feel safe and achievable. Notion currently asks beginners to earn their orientation. That's a solvable design problem.

Five users. Thirty minutes each. A world of clarity.

I recruited five participants matching Notion's primary growth segments: students, freelancers, job seekers, personal productivity users, and switchers from Google Docs or Apple Notes. Interviews ran 25–35 minutes and included both a contextual inquiry (observing their first Notion session) and a structured discussion about their productivity habits and expectations.

Who I tested with

ParticipantProfilePrior ToolsTech-SavvyPrimary Pain Point
Priya, 22Undergrad student, engineeringGoogle Docs, Notion trialMediumDidn't know how to set up a study tracker
Arjun, 28Freelance content writerEvernote, DocsMedium-HighOverwhelmed by database options; used a blank page like a doc
Sara, 26Job seeker, recently graduatedNotes app, ExcelLow-MediumTemplates felt too complex; couldn't find a "simple" one
Karthik, 31Indie developer, side projectsTrello, Notion (lapsed)HighKept starting over; couldn't decide on a structure
Meera, 35Marketing coordinatorGoogle Docs, Slack notesMediumCouldn't see how Notion was different from Google Docs
User Testing - Interview Tasks and participant profiles

Testing session board - all 5 participants are first-time Notion users

Key Quotes That Shaped the Design

I opened the templates gallery and there were just... so many. I didn't know what half of them meant. I ended up just closing the tab.

Sara, 26 Job Seeker

I expected it to ask me what I wanted to use it for. Like how apps ask for your fitness goal or your music taste. Notion just throws you in the deep end.

Priya, 22 Student

I've tried Notion three times and I always end up just writing in a blank page like it's a Google Doc. I know it can do more, but I don't know how to get there.

Arjun, 28 Freelancer

The word 'database' scared me. That sounds like something for developers. I thought it wasn't for me.

Meera, 35 Marketing Coordinator

I wanted to build a job application tracker but I didn't know if I should use a database or a table or a list. There's too many ways to do the same thing.

Karthik, 31 Developer / Side Projects

🔴 Root problem 1 - No guided first step

Users stared at the blank workspace for 30+ seconds with no action taken. None knew where to begin.

🔴 Root problem 2 - Template gallery never discovered

No user found the template gallery on their own - it's 3 taps deep in the sidebar, with no visual hint it exists.

🔴 Root problem 3 - Unfamiliar terminology everywhere

Users couldn't understand what "blocks", "databases", or "GTD" meant - they guessed and often chose the wrong thing.

🔴 Root problem 4 - No sense of completion

Even after creating a page, users weren't sure if they'd done it right. No validation, no next step, no reason to feel proud.

Designing for a real human being

From synthesizing user testing sessions and patterns across 30+ Reddit threads, I created a primary persona to serve as a constant reference during ideation.

Primary Persona - Divya Menon, postgrad student and aspiring UX designer

Primary persona - Divya, a postgrad student and aspiring UX designer

👩‍💻
Divya Menon
Final Year Postgrad Student → Aspiring UX Designer · 24 · Bangalore
"I know Notion is supposed to be amazing. I've seen people's setups on YouTube and I want that. But every time I open it, I freeze. Where do I even start?"
Goals
  • Build a portfolio tracker for job applications
  • Create a study notes system for thesis work
  • Replace the mess of Google Docs and Drive folders
  • Feel in control of her projects
Frustrations
  • No obvious "start here" when she opens Notion
  • Templates use words she doesn't understand
  • Unsure if she's setting things up "correctly"
  • Spends time reading about Notion instead of using it
Behaviours
  • Watches productivity YouTubers for inspiration
  • Abandons tools if she can't get value in first use
  • Prefers guided setup flows like Duolingo and Canva
Mental Models
  • Expects apps to ask about her goals first
  • Thinks of "pages" as documents, not structures
  • Associates "database" with developer tools

What the research told me

🔑 The biggest insight: users don't need more features - they need a clear starting action. Once they complete one thing (like setting up a to-do list), their confidence shoots up and they explore on their own. The first win is everything.

How Might We questions

These HMW questions guided all my ideation. They kept me anchored to user goals rather than jumping straight into solutions.

🤔

HMW help users identify their goal in under 30 seconds?

Without overwhelming them with every feature Notion offers

🤔

HMW design a first session that delivers a real, usable workspace?

Not just a tutorial, but an actual output the user can use

🤔

HMW make templates feel approachable to complete beginners?

People who have never heard of a "workspace" or "database"

🤔

HMW gradually introduce advanced features at the right moment?

Show blocks and databases only once the user has a reason to use them

Current State Journey Map

This map reflects the unmodified Notion first-session experience for a user like Divya - from signup to the moment they either commit or abandon.

Stage
Sign Up
First Open
Explore
Template Browse
First Create
Actions
Email + password entry, account created
Lands on empty workspace with sidebar
Clicks around menus, reads sidebar labels
Opens templates gallery, scrolls through options
Creates blank page or picks random template
Thoughts
"Okay, I'm in."
"This looks clean. Where do I start?"
"What is a 'view'? What's a database for?"
"GTD? Life OS? Weekly Review? None of these make sense."
"I'm not even sure I set this up right."
Emotion
🙂
🤔
😕
😰
😞
Pain Points
-
No welcome or orientation
Feature overload with no context
Template paralysis, unfamiliar terminology
No validation, no sense of completion

Three opportunity moments

Three critical junctures emerged from this map where a well-placed intervention could completely change the user's trajectory.

Moment 01

The First Open

A goal-selection screen here redirects the user's energy from confusion to action before they even see the empty canvas.

Moment 02

Template Discovery

Route users to a curated, goal-matched set of 3 templates with plain-language names - not 100+ options with jargon.

Moment 03

First Creation

When the first workspace is created, celebrate it. Give the user a sense of progress and a clear next action.

Sketching solutions

I ran a solo ideation sprint using Crazy 8s (8 concepts in 8 minutes), competitive inspiration mapping, and a Jobs-to-be-Done framework. I generated over 30 concepts and narrowed them to 7 viable directions through a desirability / feasibility filter.

Three recurring themes made it into the final solution:

Ideation Board - Crazy 8s, themes, HMW questions, and lo-fi wireframes

Solo ideation sprint - 30+ concepts, narrowed to 7, then to 4 core themes

🎯

Theme A - Goal-Based Entry Point

An intentional first screen that asks the user what they want to accomplish - framed in everyday language, not product vocabulary.

🏗️

Theme B - Guided Workspace Builder

Walk users through setting up a workspace personalised to their goal - creating ownership before introducing complexity.

💬

Theme C - Contextual Coaching Layer

Empty states and first interactions include inline prompts that guide without interrupting - always skippable.

🎉

Theme D - Progress & Celebration

A small win moment after the user's first edit keeps momentum going and makes them feel like they've achieved something real.

Design principles

PrincipleWhat it means in practiceWhat it rejects
Goal-first, tool-secondEvery interaction is framed around what the user wants to do, not what Notion can doFeature-led onboarding ("Here's what blocks can do!")
Scaffolded complexityReveal capabilities progressively, only when the user has a reason to use themShowing the full sidebar and all menus upfront
Win in session oneThe first session must produce a real, usable output - not just a tutorial completionWalkthroughs that teach without producing anything
Empower, don't hand-holdGuidance feels like a friend suggesting an approach, not a rigid tutorial forcing stepsMandatory step-by-step flows the user can't skip

Beginner Mode - the redesigned onboarding

The goal was simple: get a new user from sign-up to their first completed action in under 3 minutes. Here's the redesigned flow.

1
Goal selection
2
Template match
3
Guided first edit
4
First win moment

Screen 1 - Welcome & Goal Selection

Final - Welcome & Goal Selection

A friendly welcome + a goal-selection screen that actually changes what you see next

Screen 2 - Template Suggestion

Template Suggestion - goal-matched options

User picks a goal → Notion suggests the perfect template in plain language → one tap to get started

Screen 3 - Guided First Edit

Guided Workspace - contextual tooltips for the first edit

Tooltips explain blocks only in context - always skippable, never blocking the path

Screen 4 - First Win Moment

Task Complete - First Win Celebration

A small celebration moment + a "what's next" nudge keeps momentum going after the first win

Putting the redesign in front of real users

I tested the high-fidelity prototype with five participants - three from the original research cohort and two new recruits - using a moderated remote session format in Maze. Each session included three core task scenarios.

TaskDescriptionSuccess RateAvg. TimeKey Finding
Goal SelectionSelect the most relevant goal from the onboarding screen5/5 (100%)18 secAll users immediately understood the language and made confident choices
First Item CreationAdd a task / note / entry to the pre-built workspace5/5 (100%)47 secCoaching prompts guided all users without them needing to ask for help
Feature DiscoveryUse the progressive nudge to apply a filter to their tasks4/5 (80%)1 min 12 secOne user dismissed the nudge card before reading it; nudge persistence logic needs adjustment

User Reactions

Oh wow, it asked me what I wanted to do! That's exactly what was missing before. I didn't have to think at all - I just picked 'manage tasks' and it was ready.

Priya, 22 Post-test interview

I usually spend the first 15 minutes just trying to figure out the structure. This time I had a task added in under a minute. I actually felt like I was using it properly.

Arjun, 28 Post-test interview

Iteration Made After Testing

Based on the feature nudge miss from one participant, I adjusted the nudge card behaviour: instead of appearing once and being gone forever on dismiss, it now moves to a persistent "Explore next" section in the sidebar. This ensures the learning opportunity isn't lost - just deferred to when the user is ready.

See the difference

Before
Old Onboarding - blank workspace, no guidance
After
Beginner Mode - goal-first welcome screen

Before and after - the redesign replaces blank-canvas shock with a guided, goal-first experience

Before
Old template discovery - 100+ options, buried 3 taps deep
After
Curated template match - plain language, shown automatically

Template discovery - from buried and overwhelming to automatic and approachable

What changed, in plain terms

Before (Current Experience)

  • Empty workspace with no orientation
  • Sidebar visible and complex from the start
  • Template gallery with 100+ options
  • No feedback on progress or completion
  • Average time to first task: ~6 minutes
  • First-week dropout rate: ~40%
  • No contextual guidance for beginners
  • Feature names use Notion-specific jargon

After (Beginner Mode)

  • Goal-based entry screen on first open
  • Simplified sidebar - workspace pages only
  • 3 curated, explained templates per goal
  • 3-step progress tracker with micro-celebrations
  • Projected time to first task: ~2 minutes
  • Projected first-week dropout: ~25%
  • Contextual coaching at every empty state
  • Plain-language labels with Notion terms as subtitles

Projected Impact Metrics

+42%
Workspace creation success rate
Based on task completion in usability testing
−35%
First-session drop-off rate
Compared to current estimated churn
6→2
Minutes to first task creation
Observed in usability test sessions
+28%
Day-7 retention (projected)
Based on activation correlation models

Activation Funnel - Before vs. After

Before: Current Onboarding Funnel

Signs up
100%
Opens Notion
78%
Explores 5+ min
51%
Creates first item
34%
Returns day 3
21%

After: Beginner Mode Funnel (Projected)

Signs up
100%
Completes goal select
91%
Receives workspace
88%
Creates first item
72%
Returns day 3
49%

📈 A 10-point improvement in Day-7 retention among 500,000 new users/month translates to 50,000 additional retained users - and at Notion's ~4% free-to-paid conversion, that's 2,000 new paying users per month. Beginner Mode is not a UX nicety. It's a growth lever.

What this project taught me

This project sharpened something I've come to believe strongly: the best onboarding experiences don't feel like onboarding at all. Duolingo doesn't make you complete a tutorial before your first lesson. Canva doesn't explain layers before letting you design. The pattern that works is doing first, understanding as you go.

  • Test early, even with lo-fi. I was surprised how much I learned from simple wireframes. Users react to layout and flow - not colour. You don't need high fidelity to learn something real.
  • Don't design for power users first. Notion's current design is great for advanced users - but it forgets that everyone starts as a beginner. First impressions compound over time.
  • One clear action beats many options. Reducing choices in the first session made users feel more confident, not less capable. Less is genuinely more here.
  • Celebrate small wins. A small "you did it!" moment after the first edit kept users curious to explore more. It's a tiny detail with an outsized effect on return rate.
  • Scope constraints are part of the job. I had to cut a lot of ideas - a whole graduation flow from Beginner Mode to full Notion, for instance. Learning to prioritise what actually moves the needle was the hardest, most valuable part.

Let's work together

Got a project in mind? Let's make it happen.

I'm open to full-time product design roles, internships, and freelance projects. Based in Bengaluru, Karnataka - open to remote.

Based in Bengaluru, Karnataka, India · Available for remote work