Digital Planner For Evernote

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I started using a Franklin planner when I started junior high. Even when I got a Palm PDA, then an iPhone, I kept using paper for my planning. It wasn’t until the iPad arrived that I finally set that beloved binder aside. Despite the advantages of digital planning tools, a part of me still wants to dust off the binder and go back to paper-based planning.

I used a two-page-per-day format. On the left, you had your tasks and appointments for the day. On the right, blank space for notes. It was everything you needed to plan and execute your day.

Digital Planner 2021 Goodnotes, Ipad Planner, Daily Planner, Weekly Planner, Dated Planner, Journal, Evernote, All in one diary. LeshaGraham $ 10.08.

When I got the iPad, I started looking for a digital version of that experience. It took me years to realize that to have a great digital planning system, I didn’t need to recreate the everything-in-one-place experience that the Franklin has. Instead of searching for one app that would store tasks, appointments, and notes, choose separate apps that do one thing well and play well with others.

Jun 26, 2020 - Create separate notebooks to organize your memos, receipts, bills and invoices - Use Evernote as a digital notepad, planner and easy-to-format word processor for all your thoughts and memos as. Time to dive into Evernote and Nora's 5 favourite features! She shares more about how she uses Evernote on a daily basis. Our digital planners are PDF's that work with annotation apps on tablets with a stylus. It takes that awesome pen and paper feels and puts it right on your tablet giving you additional benefits of digital planning.

For tasks, I use OmniFocus. I may have written about it once or twice. For appointments, the Calendar app built in to OS X and iOS. Earlier this year, I started systematically using Evernote for notes, and it’s complementing my digital planning very nicely. Here’s how you can use Evernote to complete your digital planning system.

The most common type of planning note I have is the Daily Notes. (It used to be the Daily Record of Events, but the current designs seem to all use Daily Notes.) Each day has a note titled Daily Notes YYYY-MM-DD. This is a log of the important things I did that day. Phone calls I made, bills I paid, and a scanned copy of the claim tag for the dry cleaning I dropped off.

Some days will get multiple notes if there’s an important or unusual event that I want to stand out. (I recently attended a networking event where Clayton Christensen spoke; that got its own note where I collected my notes, thoughts, and impressions from his remarks.) If you do this, include the same YYYY-MM-DD code in the title. Program for zip files mac. That lets you easily search for all the notes from a day, even if the creation and modification dates get changed.

You can also create an entry ahead of time so that you’ll have information the day you need it. The last vacation we took, I created the appropriate Daily Notes notes ahead of time with the hotel reservations on them; when the day came, I had the hotel’s address to enter into the nav system in the morning, and I had the confirmation number ready when we got to the hotel in the evening. Snap a photo of the dry cleaning claim tag and stick it in a note dated for next Thursday, when you’re going to pick it up. The information you need, when you need it.

Every day needs a plan, a map, and room for notes.Colter Reed

The Daily Notes are just the beginning. If you used a paper planner and miss some type of page it had, you can probably stick it in Evernote. Other ideas for your Planner notebook include:

  • Project supporting information, especially if you’d like to refer back to it after the project is completed.
  • A note for each Role in your life that describes why that role is important to you and what success in that role looks like.
  • Your personal mission statement.
  • Five-year plans.
  • Someday/Maybe lists (mine are currently in a paused Single-Action List in OmniFocus, but I’m going to move them to Evernote so OmniFocus is more focused on execution).

One of the great things about Evernote is its flexibility. It’s not quite as flexible as paper, but it syncs better than paper. I’ve started using it more recently as part of my planning, and I like the difference it makes. Part of that difference is just in how much I trust my planning system to be there for me when I need it, and that’s important.

Question: How do you use Evernote to help you be productive? Share your thoughts in the comments, on Twitter, LinkedIn, or Facebook.

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Hi, I’m Courtney from Confetti Saturday!

In this blog post, I’m going to share with you how to create and use a digital planner. This post is perfect for someone just starting out with digital planning, as I will teach you the basics of what you need to know. A few years ago I created a planner set that worked with an app on my iPad Pro and it’s now my favorite way to plan. If you are not yet familiar with digital planners, I have a brief rundown here to show you how to jump into digital planning with special insider tips.

What is a Digital Planner?

Digital planners are PDF or JPEG files that are saved to a note-taking app, like Noteshelf or GoodNotes. You can use it on any tablet that has the ability to write on, but the iPad Pro and Apple Pencil combination are the most popular.

Popular Apps

There are many different note-taking apps available, but the most popular for planners are GoodNotes, Notability, andNoteshelf. All are similar and each has different benefits and features. Choose any app that you feel comfortable with, as long as it accepts PDF or JPEG imported documents.

The Benefits of a Digital Planner

The three main reasons people love digital planners are:

Evernote

1. Clutter Control. There are no books/pages/stickers cluttering your desk.

2. Accessibility. You can keep a written planner, similar to your favorite planner book, and the apps keep it handy at all times on your phone and iPad.

3. Professional Appearance. You can carry a sleek iPad planner set into any meeting and appear organized and professional.

File Types

While you can import any PDF or JPEG file into an app, or take a photo to import, it is important to note that there are some benefits to using a planner set that has been specifically designed to be used on an iPad. When you import a typical Letter sized document (8.5″ x 11″), part of the page may be cut off, or you may not be able to use some text fields.

The ConfettiSaturday digital planners have been optimized for the two most popular apps GoodNotes and Noteshelf, and for typical iPad screens. Each of the apps has specific size specifications, so we ensure that you can import a new planner without losing quality or functionality.

Importing a Planner File to Your iPad

After you have downloaded your planner purchase and saved on your computer, unzip any files, and save to a file-saving service like Google Drive or Box.com. If you are using a Mac, you can save to your Files in iCloud. Again if you are using a Mac with an iPad the next part will be very easy. Open the file on your computer and Share via AirDrop. When you select your iPad, you should automatically see options to import the planner directly into your preferred app.

If you are unable to AirDrop, open the note-taking app and import document. In Noteshelf this is the + icon in the top right. In GoodNotes it’s the + icon at the top left. Navigate to the saved planner file and select.

GoodNotes Import Steps 1 & 2:

GoodNotes

The most popular app for digital planning is GoodNotes. I’ll focus on GoodNotes features here, though I also find myself using the Noteshelf app quite a lot. Most of the functions are similar; it’s a matter of preference if you find one more intuitive to use than the other.

Bookmark Sections

The first thing I do is drop bookmarks throughout the document to navigate to new sections easily. For example, I bookmark the current month and week pages, and any holiday or extra pages in an annual day planner. Click the + inside a circle at the top and you will see an option to add a bookmark. Enter the Bookmark title.

Quickview Page Thumbnails

At the top left is an icon of 4 squares. Once selected you will see an overview of all of the pages in that planner. At the bottom is an option to view by bookmarks. Click the image of a page or a bookmark to go directly to the planner page.

Geometric Shapes

Digital Planner For Evernote Login

In the top left section again you will find a curious set of geometric shapes. It enables you to create symmetrical and clean shapes by drawing in your planner. For example, click the shapes icon and draw a circle around a special date. Your messy, lopsided circle is cleaned up automatically.

Digital Planner For Evernote Student

Pen Styles

Instead of keeping twelve different colored pens in the bottom of your purse, you can easily color-code planner events using just the Apple Pencil. Click the pen icon and play with different colors, thicknesses of lines, and even the styles of the pen. Ms office for mac uninstall. You can do the same adjustments with the highlighter icon also. There is even a quick eraser tool, which can be customized to your preferred size and shape.

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More Options

At the far left, you can export or print any planner pages and find extra tips. One of my favorite shortcuts is the Search option. Type something like “Memorial Day” to quickly see every page that mentions the holiday and navigate to just those pages easily. And, my most used tool, is the Undo option at the top right. The Undo option can be much cleaner and easier to use than the eraser.

Categories

Think of the category like a big binder with tabs. Now that you have the basics of one planner, GoodNotes opens a world of options to merge and organize different planner sets. Create Categories to organize multiple planners of the same theme. For example, save a Meeting Notes and Daily Planner set to a Work category, and a Meal Planner and Day Planner to your Home Category. Or, save all the planners you use in 2018 to a “2018” Category.

Multiple Notebooks

Part of the reason GoodNotes is a great app for digital planning is that you can have multiple planner notebooks open at the same time in different tabs. You can easily hop between tabs to see different planning topics quickly.

Using Evernote As A Planner

One of the best things about planning is finding stickers to create a mood or draw attention to specific types of events, right? You can still do that with a digital planner!

The easiest way to get digital images is to purchase (or draw) clipart in a PNG, JPEG, or PDF format. Lots of Etsy sellers offer these. Then save the images in a sticker book in GoodNotes to bring in to your planner when you need it.

Find Or Buy Digital Artwork

Planner

Evernote As A Planner

If you have PNG or JPEG file types, you can save them to your photos on your iPad. I like to keep a separate album in my iPad Photos called Planner Stickers. Then I can pull the individual stickers from that album easily without searching through all of my family photos.

Add The Sticker To A Planner Page

In the planner page, click the + icon in the circle, and select Image, then navigate to Photos. Find your Planner Sticker album and select the desired image. It will then appear in your planner and you can resize or tilt to fit your page. To delete, long-tap the sticker until options appear. Choose Delete.

Step 1 & 2:
Step 3 & 4:

Make A Sticker Book

To easily keep stickers organized within GoodNotes, click the + to Create a new Notebook. Choose your preferred cover style and paper style, type Sticker Book as the Notebook Name and click Create. Open the notebook and swipe left to navigate to the first blank page. Import photos from your iPad camera roll onto the Sticker Book page. Now whenever you want to add a sticker to your planner, you can copy and paste from the sticker notebook.

Evernote Daily Planner Template

Go Plan!

These are such robust apps, there is so much more that you can do to plan effectively. These should give you the basics to get going and start planning right away. If you love the idea of trying out digital planning, check out our full line of planners here. Have fun!

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