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Learn How to Use a Digital Planner in 3 Simple Steps

Learn How to Use a Digital Planner in 3 Simple Steps

Digital Planning | 0 comments

So you want to learn how to use a digital planner or journal? Let me break it down for you in a few easy steps! I’m going to try to keep this simple and straight to the point.

So, What’s a Digital Planner?

A digital planner is simply an interactive PDF file! It’s designed and intended to be used in a note-taking app on your tablet.

It is usually designed to mimic a real book, and you navigate it with hyperlinks that are set up to take you to specific sections. While most people usually associate a digital planner as the digital equivalent to a paper planner calendar, a digital planner can also be any kind of digital version of a book, scrapbook, memory book, recipe book, notebook, journal and more.

Ok, How Do I Use a Digital Planner?

You need the following items to get started on your digital planning journey!

Hardware: Tablet + Stylus

Your digital planner can be used on an iPad or Android tablet. For a truly authentic experience, you should invest in a good stylus or Apple pencil.

Software: Note-taking app

There are many note-taking apps out there, but I’m going to cover the most widely used ones. Each has their strengths and weaknesses, and I cannot recommend one over another, as I feel it’s up to personal preference. The apps all have a nominal one time fee, under $10.

NoteShelf app
GoodNotes app
ZoomNotes app
Notability app
Xodo app

Optional but Helpful

Where Do I Get a Planner?

This is the fun part! There are digital planners for just about anything you can imagine, in every style conceivable. You can check out my shop, and if you don’t see something there that meets your need, drop me a line so I can add to my list of ideas! In the meantime, you can also search Etsy or Google to find multitudes more in every aesthetic possible.

Digital Planning 101: How To Use A Digital Planner

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Shea Shay

Shea Shay

I love to design digital planners and journals! My career is in UI / UX, so I have a vested interested in enhancing the customer experience in any way that I can. In my free time, you can find me knee-deep in a home improvement DIY project, or mixing up some cocktails - fun fact, I'm a licensed bartender!

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Shea Shay

Shea Shay

July 27, 2021

I love to design digital planners and journals! My career is in UI / UX, so I have a vested interested in enhancing the customer experience in any way that I can. In my free time, you can find me knee-deep in a home improvement DIY project, or mixing up some cocktails - fun fact, I'm a licensed bartender!

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