Guide to Digital Planning

Alright, friends! Here’s your all-inclusive, “let’s dive in,” give it all to me guide to digital planning!

MODULE 1: WHY DIGITAL PLANNING?

Digital planning won’t take the place of your phone calendar app, nor is it meant to! Just as your paper planner doesn’t send you notifications or alerts, a digital planner doesn’t have that capability.

What a digital planner does is allow you to write out your tasks, ideas, and plans; something that iCal and Google Calendar aren’t designed to do.

A digital planner helps you use less paper and a big perk is that you can carry all of your planning with you through the mobile app. If you have the same note-taking app on your iPad and iPhone, you can access your planner on both devices. No more lugging around a huge and heavy paper planner in your purse!

I also love that you can erase, resize and move around what you’ve written – something you just can’t do in a paper planner!

It is just so fun to spend time in a digital planner because the options are endless. If you’re ready to get started, this guide is for you!


MODULE 2: THE ESSENTIALS

What you need

  • a tablet

  • a stylus

  • a note-taking app that can support hyperlinks

  • a digital planner PDF file

My Recommendations


MODULE 3: PLANNER DOWNLOAD

Getting your planner onto your iPad

When you purchase a planner through my shop, you’ll have access to your download files right away. You may want to refresh your order confirmation screen after a moment or two to be able to download the files.

Your files will most likely download to your Files app on your iPad. Open your Files app, click on the file and share it to your Goodnotes app.


MODULE 4: USING YOUR PLANNER

Edit Tools

The best part of digital planning! 🙂 With the pen tool, you can choose from 3 different types of pens. A fountain pen, a ballpoint pen (my favorite) and a brush pen. You can also use a highlighter and eraser as well.

You can choose unlimited colors for your pen tools – game changer!!

If you ever need to resize or move something that you’ve written, you can use the lasso tool. You can also use the lasso tool to copy and paste something you’ve written!

Within the edit toolbar, you can insert images, take a picture and even insert a text box.

The lasso tool is so awesome! You can grab pre-cropped stickers and resize, rotate and copy them as many times as you’d like. No more buying stacks and stacks of stickers! You can even use it to take screenshots of other pages and create your own images.

Adding and Deleting Pages

It’s very easy to duplicate and create additional pages in your planner. You’ll click on the thumbnails tab and click the downward arrow to duplicate that page. Just remember not to delete any of the blank template pages in your planner – once you delete a linked template page, that hyperlink will be lost forever!

Creating Bookmarks and Favorites

A useful feature is to bookmark a single page that you want to access quickly and often. All you have to do is click the bookmark icon and that page will be saved in your favorites folder.

Sharing Pages with Others

With the latest Goodnotes update, you can now collaborate with other Goodnotes users so you can view and edit a family calendar. Woohoo! If you want to share a page with someone who doesn’t have Goodnotes, you can export a single page or the whole planner as PDF file or image. 🙂


MODULE 5: FREQUENTLY ASKED QUESTIONS 

While I love iCal and Google Calendar, there is just something about writing down your goals, to-dos and appointments that makes it REAL. It helps me to remember better when I see it in my own handwriting and I remember writing it down. But I don’t want to carry my planner with me everywhere. Well, friend, that’s where digital planning can help!

Below are the most frequently asked questions I get.

Q: WHAT APP IS THIS?!

A: A Digital Planner is not an actual app or program. It is a PDF document with embedded links that you open within the Goodnotes App on your iPad. Goodnotes is a paid app ($7.99) that allows you to write on the PDF with an Apple Pencil. You can also download the app on your phone to access your planner on the go.

Q: CAN I USE A DIGITAL PLANNER ON AN ANDROID DEVICE OR MY LAPTOP?

A: I highly recommend the iPad with the Apple Pencil for the best experience but I have had a few people use it on Android with the Xodo or Notability app. My video tutorials are filmed with Goodnotes 5 on the iPad so your experience will look different. GoodNotes 5 recently came out with a MacBook and iMac option too!

Q: WILL A DIGITAL PLANNER SYNC TO MY ICAL OR GOOGLE CALENDAR?

A: No. Your digital planner is a PDF file that you can “write” on in a note-taking app. It is exactly like a paper planner, except that it lives inside your iPad. I recommend using a digital planner to write things out and then using your calendar app for reminders and notifications.

Q: IF I EDIT THE PLANNER ON MY IPAD, CAN I STILL ACCESS IT ON MY IPHONE?

A: Absolutely! Make sure that you have the same app downloaded on both devices with iCloud sharing ON and you’re using the same Apple ID. You can also edit your planner on your phone but it is a little more difficult with the smaller screen.

Q: CAN MY HUSBAND AND I EDIT THE SAME PLANNER ON TWO DIFFERENT IPADS?

A: Yes! You can add a user to “collaborate” with you on your planner through the Goodnotes app. All edits are saved in real time.

Q: HOW CAN I MAKE THE SWITCH TO DIGITAL PLANNING FROM PAPER PLANNING?

A: Everything about digital planning is the same as paper except you’ll save a ton of money on paper, writing supplies AND it syncs to your phone.

All you need to get started is a tablet, a stylus, the Goodnotes 5 app and a digital planner download. Here are my specific recommendations and what I use to plan:

Tablet: I use the iPad Pro 11-inch but you can use any iPad.

TABLET COVER: This one from Amazon

App: Goodnotes 6 app ($7.99 in the AppStore)

Stylus: Apple Pencil – If you have an older iPad that isn’t compatible with the Apple Pencil, you can use any stylus.

Digital Planner – here’s a free one!

 

This video shows you how to run through one of my planners so you can get a feel for the tools and layout:

Do you think digital planning would work for you? Download a free planner to try it out!

 

Let me know how you like it! 🙂

Pam

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