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How to Start a Digital Planner as a Beginner

In a fast-paced digital age, the art of writing a planner has evolved to keep pace with our tech-savvy lives. The digital planner is a dynamic and efficient way to combine the benefits of planning and task management with the convenience of digital tools.

If you're new to the concept of a digital planner, fear not. In this article, we'll guide you through the steps to start your own digital planner, whether you're a beginner or simply looking for a fresh organizational approach.

Let’s jump into it!

Choose Your Digital Platform

The first step in starting a digital planner is to select a digital platform or app that suits your preferences and needs (well, you're going to need a tablet with a pen stylus first, of course). A phone would suffice, but believe you me, the experience is far better on a tablet.

There are various options available, each offering different features and capabilities. Some popular choices include:

  • Notion: A versatile all-in-one workspace that allows you to create custom pages, tables, and databases to build your digital planner from scratch.

  • GoodNotes: Ideal for iPad users who prefer the feel of handwritten notes. It offers realistic handwriting and drawing tools.

  • OneNote: Microsoft's note-taking app that provides a flexible canvas for creating digital planners with text, images, and drawings.

  • Evernote: A robust note-taking app that lets you organize your digital planner with notebooks, tags, and powerful search functionality.

  • Trello: Great for those who prefer a more visual and task-focused approach. Trello uses boards and cards to manage tasks and projects effectively.

Set Up Your Planner Structure

So, you've got your platform sorted out, now it's time to get your hands dirty by setting up the structure of your digital planner. This is where you can get creative and design a planner that fits your unique needs and preferences. Consider creating sections for:

  • Daily Log: A page for daily entries, including tasks, events, and notes.

  • Monthly Log: An overview of each month, where you can list important events, goals, or milestones.

  • Collections: Pages dedicated to specific topics, such as project plans, book lists, or fitness tracking.

  • Habit Tracker: A section to monitor and improve daily habits.

  • Goals and Objectives: A place to set and track your short-term and long-term goals.

Learn the Planning System

To effectively use a digital planner, it's essential to understand the core principles of the planning system, which includes:

  • Rapid Logging: Use simple symbols (e.g., • for tasks, X for completed tasks, - for notes) to quickly record information. You can, of course, use icons or anything you like.

  • Migration: Review your tasks regularly and either complete, migrate, or delete them to maintain a clear task list.

  • Bullets and Signifiers: Develop your own system of symbols and signifiers to denote task priority, deadlines, and other important details.

  • Collections: Organize related information on dedicated pages or collections, making it easy to find what you need.

Customize and Personalize

In our opinion, the beauty of a digital planner is the ability to customize it to your liking. Experiment with fonts, colors, and formatting to create a planner that resonates with you.

Don't hesitate to add images, stickers, or sketches to make your planner visually appealing and engaging. This is, after all, your planner and it is the space where you can let it all out!

Consistency and Routine

To maximize the effectiveness of your digital planner, establish a daily or weekly routine for updating it. Dedicate time to review and plan your tasks, goals, and planner entries. Consistency is key to staying organized and on top of your commitments.

You might be surprised how fun and calming it could get!


Starting a digital planner as a beginner may seem daunting at first, but with the right platform, structure, and understanding of the planning system, you'll soon discover how this digital tool can transform your productivity and organization.

Whether you're a student, a professional, or simply someone looking to streamline your life, a digital planner provides a flexible and powerful means to keep track of your tasks, goals, and thoughts in the digital age.

So, grab your digital device, choose your platform, and embark on your journey to becoming a digital planning pro!

Good luck!