How to Start Digital Planning: A Beginner’s Guide

Digital planning is a great way to get organized using technology. If you’re new to it or switching from paper planners, here’s a simple guide to help you get started.

HOW TO STARTGUIDEBLOG

1/25/20253 min read

a plane flying in the sky above the clouds

What is Digital Planning?

Digital planning is using devices like tablets, phones, or computers to organize your tasks, goals, and schedule. Instead of a paper planner, you use apps or templates that you can customize and access anywhere.

Why Try Digital Planning?

  • Eco-Friendly: No paper waste.

  • Flexible: Change layouts, colors, and templates anytime.

  • Portable: Keep your plans with you on your devices.

  • Searchable: Find tasks or notes quickly.

  • Interactive: Add links, photos, or videos.

a tablet with a calendar on the screen
a tablet with a calendar on the screen

How to Start:

  1. Pick Your Tools Choose a device, app, and stylus that work for you.

    • If you’re using an Apple device, the Apple Pencil is a great option. However, if it’s out of your budget, there are plenty of affordable alternatives available online, including on Amazon. Check this out:

What You Need:

  1. A Device

    • Tablets like iPads or Android tablets are ideal, especially with a stylus.

    • Smartphones or laptops also work well.

  2. A Stylus (Optional)

    • Tools like the Apple Pencil make it easy to write or draw.

  3. A Planner App

    • Popular options: GoodNotes, Notability, or Noteshelf. You can also use OneNote or Evernote.

  4. Templates

    • Download pre-made planners from Etsy or Pinterest, or design your own using Canva.

  5. Cloud Storage

    • Use services like Google Drive or iCloud to back up your plans and sync across devices.

flat lay photography of turned-on silver iPad beside Apple Pencil
flat lay photography of turned-on silver iPad beside Apple Pencil

💡 Quick Tips

  • Stick to It: Spend a few minutes each day or week updating your planner.

  • Try Things Out: Experiment with layouts and tools to find what works.

  • Backup Regularly: Sync with cloud storage to keep your plans safe.

  • Get Inspired: Check out social media for ideas and advice.

💭 Final Thoughts

Digital planning is easy, creative, and flexible. Start small, stay consistent, and enjoy the process. With a bit of practice, you’ll be a digital planning pro in no time!

  1. Get a Planner Find a template you like or make one yourself. Look for layouts like daily, weekly, or monthly spreads

    • Check out my Etsy shop for a variety of digital planners to choose from! You can visit my shop using this link or visit Etsy and look for mindfulmomentdigital.etsy.com.

  1. Explore Features Try adding hyperlinks, stickers, or color-coding tasks. Drag and drop images or make notes.

    • Please note that the functions will depend on what's available to the note-taking application that you are using.

      *Tip: Try downloading different applications and decide which fits to your liking.

  2. Start Small Begin with a daily or weekly plan. Once you’re comfortable, add more sections.

🛠️ Handy Tools

  • Apps: GoodNotes, Notability, Noteshelf, OneNote, Evernote.

  • Templates: Look on Etsy, Pinterest, or Canva.

  • Extras: Use a screen protector like Paperlike for a better writing feel.

Stylus Pen for iPad 9th & 10th Gen - Fast Charging Active Pencil Compatible with 2018-2024 iPad Pro, Air, Mini, and More (White)

2PCS Stylus Pens for All Touch Screens - Compatible with iPhone, iPad, Android, Microsoft Surface (White Pink/White Purple)

Note: This page contains affiliate links. By shopping through them, you support our work at no extra cost to you!

  1. Set It Up Be sure that you have downloaded your note-taking app like GoodNotes, Notability, Noteshelf or any anotation app available to your device. Once ready, Import your digital planner to your app. You may add sections like to-do lists, goals, meal plans, or budgets. Organize it your way.