how to make a digital planner

How to Make a Digital Planner: Step by Step Guide

Digital planners are becoming increasingly popular because of their convenience, flexibility, and interactive capabilities. They allow users to organize their schedule, set goals, track habits, and take notes, all in one place. In this article, we’ll guide you through creating your own digital planner.

Step 1: Determine Your Purpose and Design

Before creating your digital planner, first, decide what your specific goal is. Are you creating a planner for personal use or for a business? What do you want to track and organize?

After determining your purpose, choose the design that best fits your needs. A great place to start is by scanning through Pinterest, Instagram, and other social media platforms for inspiration.

Step 2: Choose Your Platform

To create a digital planner, you have two options: create a custom PDF planner or a digital planner app.

PDF planners are simple to design and personalize, but they lack interactivity. On the other hand, digital planner apps offer greater flexibility, interactive features, and ease of use.

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If you choose to create a custom PDF planner, you’ll need software such as Adobe InDesign, Illustrator, or Canva. However, if you’re not a designer, it might be beneficial to hire a graphic designer to help you bring your planner to life.

When it comes to choosing a digital planner app, there are various options, such as GoodNotes, Notability, and OneNote. Compare their features and choose the one that meets your needs.

Step 3: Create Your Templates

No matter which platform you choose, you’ll need to create templates for your planner. Templates include sections for daily, weekly, and monthly schedules, habit trackers, expense trackers, and more.

Creating templates can be time-consuming, but it’s important to organize your planner in a way that makes sense to you.

Step 4: Set Up Hyperlinks and Navigation

One of the benefits of a digital planner is its navigational capabilities. You can set up hyperlinks, buttons, and tabs to make navigating your planner quick and easy.

Hyperlinks are useful for linking to other pages, tracking progress, and adding notes. Buttons and tabs help to organize your planner into different sections, such as “Daily,” “Weekly,” “Fitness,” and “Meal Planning.”

Step 5: Customize Your Planner

Now that you’ve created your templates and added navigational elements, it’s time to get creative and personalize your planner. Personalization can include adding your favorite colors, fonts, stickers, and quotes.

Remember that this is your planner, and it should be unique and catered towards your needs.

Step 6: Start Using Your Digital Planner

Congratulations, you’ve created your own digital planner! It’s time to start using it and staying organized.

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One of the great advantages of digital planning is its flexibility to make changes and edit as you go along. Be sure to take advantage of this and adjust your planner as needed.

Now that you’ve created your digital planner, it’s time to answer a few common questions that users may have.


What device do I need to use a digital planner?

You can use a digital planner on any device that supports digital note-taking. This includes tablets, iPads, phones, laptops, or desktop computers.

How do I import my digital planner?

If you’re using a PDF planner, you can import it into an app that supports PDF annotation, such as GoodNotes, Notability, or OneNote. Simply upload the PDF and start taking notes.

If you’re using a digital planner app, you can download it directly from the app store and start using it immediately.

Can I share my digital planner with others?

Yes, you can share your digital planner with others. If you’re using a PDF planner, you can export it and send it via email or messaging.

If you’re using a digital planner app, you can share it by exporting it as a PDF or JPEG file and sending it via email or messaging.

How do I back up my digital planner?

It’s important to regularly back up your digital planner in case of loss or damage. If you’re using a PDF planner, save it to a cloud-based storage platform such as Google Drive or Dropbox.

If you’re using a digital planner app, check if the app offers automatic backup or syncing options. If not, manually back up your planner by exporting it as a PDF or JPEG file and saving it to a cloud-based storage platform.

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What are the benefits of using a digital planner?

Digital planners offer several benefits over traditional paper planners. They are more versatile, interactive, and convenient. Digital planners allow for quick editing, syncing across devices, and the use of multimedia such as images, videos, and audio.


Creating a digital planner can seem intimidating at first, but following these steps can help you design a personalized planner that fits your specific needs.

Remember, the key is to create a planner that works for you and to update it regularly. By doing so, you can stay organized, focused, and achieve your goals.

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