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How to Create a Digital Planner

Are you interested in learning how to create a digital planner? I know I was the second I came across them. I had just gotten a new iPad with the Apple Pencil and I wanted to see what all I could do with my new toy (besides just for work). That’s when I discovered digital planners!

I loved this idea! It took away all the things I didn’t care for with a paper planner and gave me all the things I love with a digital one! Check out my post here that goes more into detail on that but for now, let’s talk about creating your very own digital planner!

How to Create a Digital Planner

Programs to Use to Create a Digital Planner

There are a bunch of different programs you can use to create a digital planner. It is all based on preference. All you really need is a program that can create a PDF. Now if you want your planner to have tabs that link to certain parts in your planner, then you would need a program that can save hyperlinks in the PDF.

I have a Mac so I have become best friends with Keynote, which is Apple’s version of PowerPoint. Keynote allows you to use hyperlinks in your PDF. Hyperlinks in your PDF is how you are able to link from the front of your planner to a certain section or month in your planner.

If you are using an iPad to use your digital planner then it is very easy to just use the Keynote app to create your digital planner. You just create it, save it, then upload it into the note-taking app of your choice to actually use the planner!

If you aren’t using an Apple product then no worries, there are still other ways you can create and use your PDF for your digital planner.

Some of the main programs that allow you to add hyperlinks in a PDF are:

– Microsoft Word

– PowerPoint

– Keynote

– Google Docs

Like I said there are many more but most people either use Google, Microsoft, or Apple. All of those allow you to create PDFs with a hyperlink. At least all of those programs just allowed me to when I tested them out to make sure.

So if you are using one of those and it doesn’t you may need to update it because I know that I couldn’t before on PowerPoint but now I can.

For more help on how to create hyperlinks in one of those programs check out my posts for each one here: Hyperlinks in Google Docs, Hyperlinks in Word Doc, Hyperlinks in PowerPoint, or Hyperlinks in Keynote.

Pages to Include in Your Digital Planner

Now that you have picked a program to use you need to decide how your planner is going to look and what pages you are going to include.

This is all personal preference too and the best way to decide is to do a little research.

When creating mine, I Googled digital planners and I looked through all the different ones and decided which styles I liked or didn’t like.

I decided how some of them made sense to navigate through and some didn’t. Again, just go through and get some different ideas. As long as you aren’t going to try and resell your planner it is okay to have yours similar to someone else.

You do not, however, want to copy someone else’s and then try and sell your planner. That’s a big no-no so don’t do that.

Important Pages to Put in Your Digital Planner

Here are some examples of pages you can include in your digital planner.

  • Index Page
  • Habit Tracker
  • Monthly Calendars
  • Daily Schedule
  • Weekly Spreads
  • Cleaning/Chores
  • Lists
  • Tasks
  • Stickers Page
  • Meal Planning
  • Budgeting
  • Medicine Chart
  • Important Dates
  • Address
  • Blank pages
  • Dotted Grid Pages (like a bullet journal)
  • Etc!

This is where creating your planner gets fun! You get to customize each page to what is best for you!

Add charts, graphs, and fun layouts!

Programs to Use Your Digital Planner

After you have finished up your digital planner and saved it as a PDF you can now upload it into your favorite note-taking app.

I use GoodNotes and it is amazing, I really do love it. It is only available on Apple devices and it does cost about $8 bucks. But really $8 is pretty cheap and it’s worth it in my opinion.

You can also use Notability or OneNote. Any app that will allow you to upload a PDF and edit it. Once again, it is all about preference. You just need to be able to edit it for you to be able to actually use your digital planner like a normal planner.

Once you have picked the app and uploaded your digital planner PDF, you are now free to fill it all in and get your life completely organized at your fingertips!

Try a Free Digital Planner for Yourself

Here is a free digital planner notebook for you to test out for yourself!

 


Here is more information on the iPad and Accessories that I got and use for my Digital Planner.

iPad Pro

This is the exact iPad that I bought. I did go with the lower storage because I need to get a hard drive anyway so this way I can just get one of those and save money on buying the extra storage.

We looked into purchasing the iPad through our phone carrier to add data to it but that costs more also. Plus we found out that our T.V. provider has hotspots I can use when I am away from home. Just some things to think about!

I wanted the bigger screen so that was my main priority. I wasn’t as worried about storage because I have a bigger iCloud storage plan and then again I plan to get an external hard drive to save all pictures and important documents on it.

Now I don’t pretend to be all tech-savvy, I know just enough to get by. I know that I am a busy mom and this all makes my life easier and more portable. I do want to say that it comes with a completely new charger.

Supposedly it is to be able to connect to your computer better or other techy stuff I don’t understand but my point is no more USB on one end and no more of the other normal end that all Apple products have.

The cord has the same end on each end. So either way, it connects to your converter to plug into the wall and then into the iPad to charge. Just a heads up.

Keyboard

Then since I got the bigger screen I had to get this keyboard that fits it. They are both 12.9 inches so that gives plenty of room for using your screen and typing on a good-sized keyboard, not a tiny one.

The iPad connects magnetically to the keyboard and there are three dots on the back of the iPad that connect it to the keyboard.

Then you can have it in different positions to adjust it to your liking while typing. Then when you aren’t using the keyboard you can fold it over to close and you will hear the iPad lock. Also, you can flip it around and under the iPad to quickly use the iPad only.

Apple Pencil

Then, of course, I got the Apple Pencil 2nd Generation that is compatible with the iPad Pro. It is very sleek and easy to use.

There are no buttons, it looks and feels just like a regular pencil. It doesn’t erase like one although I think it should. I keep wanting to flip it around and erase with the pencil eraser like you normally would.

But just a heads up it doesn’t work like that. Another fun feature of the Apple pencil is that it connects to the side of your iPad magnetically to charge.

This is great to keep track of the pencil and know that it is always charged up. No plugging it in or cords involved! Once you connect it to the iPad it will tell you what charge the pencil is at as well.

Accessories

Because I will be on the go I did get myself a case and as I said I also have the keyboard too. I have seen some creators have these cool pencil gripper sleeves.

I don’t know if I will do that or not because with the new pencil it senses when you double-tap to erase when using the Notes App. Also, I don’t know how the gripper affects it charging magnetically or staying safely on the side of the iPad. I worry that it might come off and I would lose it.

That’s all folks!

 

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