How to Make a Digital Planner: Tips and Tricks

Hello and welcome! Are you someone who loves to stay organized digitally? Are you always on the lookout for ways to make your digital planner more efficient? Look no further! In this article, we will be exploring how to make a digital planner from start to finish. Whether you are a busy professional or a student, by the end of this article you will have a digital planner that fits your needs.

Steps how to make a digital planner

Step 1: Decide on your planner layout
The first step to creating your digital planner is deciding on the layout that is right for you. Consider incorporating different types of pages such as daily, weekly, monthly, and goal setting pages.

Step 2: Choose a digital planner app
Once you have decided on the layout, choose a digital planner app that suits your needs. Some popular apps are Noteshelf, GoodNotes, and Notability.

Step 3: Choose a cover for your planner
Adding a personal touch to your planner is a great way to make it unique. You can use pre-made covers or create your own using an app like Canva.

Step 4: Set up your planner sections
Create different sections for your planner such as your schedule, to-do lists, and even a section for notes or ideas that come up throughout the day.

Step 5: Customize your planner pages
This is where you can really get creative! Add your own colors, stickers, and unique fonts to make your planner truly special and catered to your personality.

Step 6: Insert important dates and deadlines
Make sure to add all important dates and deadlines into your planner to ensure that you stay on track.

Step 7: Plan your day/week/month
Now that your planner is set up, it’s time to start using it! Plan out your day/week/month, incorporating any meetings or appointments ahead of time.

Step 8: Use productivity hacks
There are plenty of productivity hacks out there that can help you maximize your planner use. Consider incorporating techniques such as time blocking or the Pomodoro method.

Step 9: Review and reflect
Periodically review your planner to ensure you are staying on track with your goals and reflect on any areas where you could improve.

Step 10: Update and adjust as needed
Your planner should be a flexible tool that can adjust to your changing needs. Update and adjust as necessary to ensure it remains an effective tool for your productivity.

Step 11: Sync with other devices
If you use multiple devices, make sure to sync your digital planner across all of them to ensure you always have access to it.

Step 12: Backup your planner
Finally, don’t forget to backup your digital planner to ensure that all of your hard work is safe and secure.

Explanation how to make a digital planner

Creating a digital planner can seem daunting, but it is actually quite simple! One of the main benefits of creating a digital planner is the ability to customize it to fit your specific needs. With the flexibility to change colors, layouts, and font styles, your planner can be a reflection of your unique personality. The ease of use and portability of digital planners have made them increasingly popular in recent years. With just a few easy steps, you can create a planner that works for you!

Tip 1: Utilize hyperlinks

One of the biggest advantages of using a digital planner is the ability to use hyperlinks to navigate between pages. This can save you time when finding specific sections of your planner.

Tip 2: Use digital stickers

Digital stickers can add a fun and personalized touch to your planner. Plus, they are easy to move and adjust if you change your mind about their placement.

Tip 3: Consider using a stylus

A stylus can make it easier to write and draw in your digital planner, making it feel more like a traditional paper planner.

Tip 4: Use templates

Most digital planner apps offer pre-made templates that can save you time and provide inspiration for your own layouts.

Tip 5: Back up your planner regularly

Make sure to regularly back up your planner to ensure all of your hard work is secure in case of any technical issues.

Tip 6: Use tags and color coding

Tags and color coding can make organization and searching easier. Use them to categorize different sections of your planner or highlight specific important dates.

Tip 7: Share your planner with others

Many digital planner apps offer the ability to share your planner with others. This is a great option for group projects or events.

Tip 8: Personalize your covers and backgrounds

Take advantage of the ability to personalize your covers and backgrounds to make your planner truly unique.

Tip 9: Incorporate habit trackers

Habit trackers can help you form and maintain positive habits. Consider incorporating them into your digital planner.

Tip 10: Have fun!

At the end of the day, creating a digital planner is meant to be a fun and engaging process. Don’t be afraid to experiment and try new things to make your planner truly one of a kind.

Tips and Tricks how to make a digital planner

Thank you for reading this article so far! Here are ten additional tips and tricks to help you make the most of your digital planner:

Tip 1: Use a notes section for ideas and inspiration

Incorporating a section for jotting down inspiration and ideas throughout the day can help you stay creative and motivated.

Tip 2: Optimize your planner for your specific lifestyle

Think about your daily routine and tailor your planner to best suit your lifestyle and needs. This could include incorporating exercise goals or meal planning pages.

Tip 3: Consider incorporating a gratitude section

Gratitude journals are a great way to focus on the positive aspects of life. Consider adding a gratitude section to your digital planner.

Tip 4: Use your planner to track your finances

Incorporating a section for tracking finances can help you stay on top of your budget and financial goals.

Tip 5: Utilize voice notes

Many digital planner apps offer voice note options which can be a great way to quickly jot down ideas or reminders on the go.

Tip 6: Use tags to categorize different types of content

Tags can be used to categorize different types of content in your planner, such as work-related vs personal items.

Tip 7: Consider using a habit tracker for self-care

Habit trackers can also be used for incorporating self-care practices such as meditation or taking breaks from screen time.

Tip 8: Incorporate motivational quotes

Incorporating motivational quotes or affirmations throughout your planner can provide an added boost of positivity and inspiration throughout the day.

Tip 9: Take advantage of OCR (Optical Character Recognition)

OCR allows you to search for text within your planner, making it easier to find specific pages and information.

Tip 10: Experiment with different layouts and templates

Don’t be afraid to experiment with different layouts and templates until you find the one that works best for you and your needs.

Thank you for reading this article on how to make a digital planner. We hope that you have found these steps, tips, and tricks helpful in creating a planner that fits your specific needs. Remember, the key to a successful digital planner is customization and flexibility. Happy planning!

Advantages of Making a Digital Planner

Making a digital planner has become a trend nowadays. Everyone wants to be organized, and having a digital planner is an excellent way to achieve this. Here are ten advantages of making a digital planner:

  1. Easy to carry around: Unlike paper planners, digital planners can be carried anywhere, anytime, as long as you have your phone or laptop with you.
  2. Customizable: You can personalize your digital planner according to your taste and needs by adding images, stickers, and other elements.
  3. Eco-friendly: Making a digital planner reduces paper waste, which is good for the environment.
  4. Convenient: Digital planners are very easy to use as you can quickly add or delete events, and it sends you notifications as reminders.
  5. Time-saving: With a digital planner, you can save time by typing instead of writing everything by hand.
  6. Cost-effective: Unlike paper planners, you don’t need to buy a new digital planner every year, unless you want to upgrade your app.
  7. Compatibility: Most digital planners are compatible with different devices and platforms, such as laptops, tablets, and smartphones.
  8. Data backup: Digital planners allow you to backup your data to the cloud, preventing data loss due to unforeseen circumstances.
  9. Efficient goal tracking: With digital planners, you can monitor your progress towards your goals by adding notes and to-do lists.
  10. Collaboration: Digital planners make it easy to collaborate with friends and colleagues, making it suitable for group projects and work events.

Disadvantages of Making a Digital Planner

While digital planners have numerous advantages, they also have some drawbacks. Here are ten disadvantages of making a digital planner:

  1. Technology Dependent: A digital planner requires electricity and a device, if either are not available, you cannot access the planner.
  2. Learning Curve: It can be challenging to learn how to use a new digital planner, may take some time to get used to the interface.
  3. Dependency on Apps: Digital planners rely on specific apps, so you have to be familiar with the app and avoid losing access to it.
  4. Distractions: When using a digital planner on a device with internet access, it can be effortless to get distracted from your tasks by social media and other apps.
  5. Eye Strain: Frequent use of a device or staring at a screen can cause eye strain, fatigue, and headaches.
  6. Data Loss: With so much reliance on technology, losing data due to a device malfunction or unintended deletion can be frustrating.
  7. Cybersecurity: Digital planners need online access, which can make your data more vulnerable to cyber-attacks and hacking.
  8. Device Dependence: A digital planner’s functionality is dependent on the characteristics and availability of various devices and their network connections.
  9. Less Personal: A digital planner may lack the personal touch that a handwritten planner can bring.
  10. No Backup: Devices can crash or become lost or stolen, so if you don’t backup your data to an external drive or cloud, you can lose your information.


1. What is a digital planner?

A digital planner is an electronic version of a traditional paper planner that you can access through your electronic devices, such as your computer, tablet or smartphone.

2. Why use a digital planner?

There are several reasons to use a digital planner, including its convenience, accessibility, and environmental friendliness. You can access your digital planner on multiple devices and it’s easy to make changes without having to erase or cross out anything.

3. What software can I use to create my digital planner?

You can use different software depending on your preferences and level of expertise. Some popular ones include Adobe InDesign, Affinity Publisher, and GoodNotes.

4. What kind of templates should I use for my digital planner?

You can use different templates depending on the type of planner you want to create and your personal style. Some popular templates include monthly, weekly and daily planners, meal planners, habit trackers, and budget planners.

5. How do I import images to my digital planner?

You can import images by going to the “Insert” menu, choosing the “Picture” option, and selecting the image file you want to use. You can also drag and drop images into your digital planner.

6. Can I add hyperlinks to my digital planner?

Yes, you can add hyperlinks to external files, websites, or other pages within your digital planner. This is a useful feature for adding more detailed information or resources.

7. How do I add annotations or handwriting to my digital planner?

You can use a stylus or an Apple pencil to write directly on your planner. Or, you can use the annotation tool to add notes, highlights, and other markings.

8. Can I customize the layout and design of my digital planner?

Yes, you can customize the look and feel of your digital planner by changing fonts, colors, and backgrounds. You can also add icons, stickers, and other design elements to make it more visually appealing and user-friendly.

9. How do I sync my digital planner across multiple devices?

You can sync your digital planner by saving it to the cloud or using a third-party app like Dropbox or Google Drive. This way, you can access your planner on different devices without having to transfer files manually.

10. How do I share my digital planner with others?

You can share your digital planner by exporting it as a PDF file or by sharing the original file with others. You can also print a copy of your planner or share it through messaging apps or email.

11. How do I back up my digital planner?

You can back up your digital planner by saving it to the cloud, creating a backup folder, or using a backup app. It’s important to back up your planner regularly to avoid losing data in case of a technical issue.

12. How do I password protect my digital planner?

You can use a password protection function in your software to protect your digital planner from unauthorized access. This is especially useful if your planner contains sensitive or personal information.

13. Is it possible to convert my digital planner back to a paper planner?

Yes, you can print out your digital planner and use it as a paper planner if you prefer. However, some elements, such as hyperlinks and interactive features, may not be available in the printed version.

If you’re looking for a way to streamline your planning process or want a more environmentally friendly option than traditional paper planners, a digital planner may be the perfect solution for you! Creating a digital planner can seem daunting at first, but with the right tools and a bit of creativity, you can easily make a custom planner that works for your unique needs. In this article, we’ll walk you through the steps of making a digital planner.

Conclusion how to make a digital planner

First, you’ll need to decide what type of software you want to use to create your planner. There are many options available, from basic programs such as Microsoft Word and Excel to more specialized planning software such as OneNote or Notability. Once you’ve chosen your software, you can start designing your planner. You can create your own templates or choose from pre-made options available online.

Next, you’ll need to decide on the layout of your planner. Consider what sections you want to include, such as a monthly calendar, daily to-do lists, and notes pages. You can also add in customizable features such as trackers for habits, goals, and expenses. Think about what you want your planner to accomplish and tailor it to your specific needs.

After determining the layout, choose a color scheme that works for you. You can use a pre-made color palette or create your own by selecting a few colors that complement each other. Be consistent with your color choices throughout the planner to create a cohesive look and feel.

Finally, input your content into the planner. This includes filling in dates, adding your to-do lists, inputting notes, and incorporating any other features you’ve decided to include. Once everything is set up, make sure to test out your planner to ensure it is functioning as intended.

Closing how to make a digital planner

Creating a digital planner can be a fun and rewarding process, allowing you to customize a planner that works for your unique needs and preferences. With the right software, design, and content, you can easily create a planner that is both functional and aesthetically pleasing. So, whether you’re a student, a busy professional, or someone who simply loves to plan, consider creating your own digital planner today! Sayonara!