Digital Planning on the iPad: A Beginner’s Guide

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Digital planning is the use of electronic devices, such as tablets and laptops, to organize your life. It can be a great way to stay organized and productive, especially if you are always on the go.

In this blog post, we will walk you through the basics of how to digital plan on ipad . We will cover everything from choosing the right app to importing and organizing your planner pages. 

Also, We will give you some tips for staying organized and productive with your digital planner.

Why do need you to use a digital planner on an iPad?

There are many reasons why you might want to use a digital planner. Here are a few of the benefits:

Portability: You can take your digital planner with you wherever you go, so you can always stay organized.

Customization: You can customize your digital planner to fit your needs and style.

Efficiency: Digital planners can help you save time by automating tasks, such as creating to-do lists and setting reminders.

Environmentally friendly: Digital planners don’t require paper, so they are more environmentally friendly than traditional planners.

Accessibility: Digital planners can be accessed from any device with an internet connection, making them more accessible than traditional planners.

Backup: Digital planners can be backed up to the cloud, so you don’t have to worry about losing your data.

Searchability: Digital planners can be searched, so you can easily find the information you need.

Sharing: Digital planners can be shared with others, making them a great way to collaborate on projects.

Data Analysis: Some digital planners come with data analysis tools that can provide insights into your planning habits and help you make more informed decisions.

Cost-Effective: Over time, investing in a digital planner app or software can be more cost-effective than continuously purchasing physical planners and supplies.

What do you need to get started planning on iPad?

To get started with digital planning on an iPad, you’ll need a few essential items and steps:

iPad: You’ll obviously need an iPad to use as your digital planning device. iPads come in various models and sizes, so choose one that suits your preferences and budget. Ensure that it’s updated to the latest operating system for optimal performance.

Digital Planning App: Choose a digital planning app from the App Store. There are several excellent options available, such as GoodNotes, Notability, Procreate (for more artistic planning), and many more. Make sure to download and install the app of your choice.

Apple Pencil or Stylus: If you plan to write, draw, or sketch in your digital planner, consider investing in an Apple Pencil (for iPads that support it) or a compatible stylus. These tools provide precision and a natural writing experience.

Apple ID and iCloud: Ensure that you have an Apple ID and iCloud account set up on your iPad. This will allow you to back up and sync your digital planner data across multiple devices and ensure that your information is secure.

Digital Planner: You can either create your digital planner from scratch using the app’s tools or purchase a pre-made digital planner template that suits your needs. There are numerous free and paid planner templates available online.

Personalization: Customize your digital planner to your liking by choosing colors, fonts, and templates that resonate with your style and preferences.

Backups: Set up regular backups of your digital planner data to iCloud or another cloud storage service. This ensures that your planner is safe in case your iPad is lost or damaged.

How to choose a digital planner app for digital planning 

Here are some factors to consider when choosing a digital planner app for digital planning:

  • Features: The app should have the features you need, such as the ability to create to-do lists, set reminders, and track your goals.
  • Ease of use: The app should be easy to use and navigate.
  • Price: Digital planner apps can range in price from free to $30 or more. Choose an app that fits your budget.
  • Compatibility: Make sure the app is compatible with your device.
  • Customization: The app should allow you to customize the look and feel of your planner.
  • Syncing: The app should allow you to sync your planner with your other devices.
  • Reputation: Read reviews of the app to see what other users have to say about it.

Best apps for digital planning on iPad

GoodNotes: This app is a popular choice for digital planners. It has a variety of features, including the ability to create to-do lists, set reminders, and import and export files.

GoodNotes digital planner app

Notability: This app is similar to GoodNotes, but it also has the ability to record audio.

Notability digital planner app

Evernote: This app is a more general-purpose note-taking app, but it can also be used as a planner. It has a variety of features, including the ability to create notebooks, tags, and reminders.

Evernote digital planner app

OneNote: This app is another general-purpose note-taking app that can be used as a planner. It has a variety of features, including the ability to create sections, pages, and lists.

OneNote digital planner app

How to create, organize, and customize planner pages

Creating, organizing, and customizing planner pages is a dynamic process that empowers users to tailor their digital planners to fit their unique needs and preferences. 

To begin, open your digital planner app and select a template that suits your planning style, whether it’s daily, weekly, or monthly. Customize the layout by adding, resizing, or repositioning elements like text boxes, images, and stickers. 

Organizing your planner is made easy by creating sections, using hyperlinks for seamless navigation, and employing color-coding or tagging systems. To add a personal touch, change fonts, colors, and themes, and incorporate images, stickers, and hand-drawn elements. 

The result is a personalized digital planner that not only enhances organization but also reflects your individuality and style, making your planning experience both functional and enjoyable.

Tips for setting up your planner on iPad

Choose a digital planner app – There are many different digital planner apps available, so you can choose one that fits your needs and style. Some popular options include GoodNotes, Notability, and Evernote.

Decide on the type of planner pages you want to use – There are many different styles of planner pages available, so you can find one that fits your needs. Some popular options include daily, weekly, monthly, and goal-setting pages.

Import your planner pages – If you have already created your own planner pages, you can import them into your digital planner app. You can also find planner pages online or in digital planner shops.

Customize your planner pages – You can customize the look and feel of your planner pages by changing the fonts, colors, and layouts. You can also add stickers, images, and other decorations.

Organize your planner pages – You can organize your planner pages by day, week, month, or project. You can also create folders or sections to organize your planner pages.

Set up reminders and notifications – This will help you stay on track and avoid forgetting important tasks.

Sync your planner with your other devices – This way, you can access your planner from anywhere.

Back up your planner regularly This will help you protect your data in case of accidental deletion or damage.

Tips for efficient planning, task management, and goal tracking

Efficient planning, task management, and goal tracking are essential skills for productivity and achieving your objectives. Here are some tips to help you excel in these areas:


Set Clear Goals: Define specific, measurable, achievable, relevant, and time-bound (SMART) goals. Knowing what you want to accomplish provides a clear direction for your planning.

Prioritize: Use techniques like the Eisenhower Matrix or the ABCD method to prioritize tasks based on their importance and urgency.

Time Blocking: Allocate specific time blocks for different tasks and activities in your planner. This helps you allocate your time effectively and minimizes multitasking.

Break Down Goals: Divide larger goals into smaller, manageable tasks or milestones. This makes them less daunting and easier to tackle.

Use a Planner or App: Whether it’s a digital planner app or a physical planner, having a tool dedicated to planning helps you stay organized and focused.

Task Management:

Create To-Do Lists: Write down your tasks and to-dos. Ensure that your lists are clear and actionable.

Limit Multitasking: Focus on one task at a time. Multitasking can reduce your efficiency and the quality of your work.

Set Deadlines: Assign realistic deadlines to tasks. Deadlines create a sense of urgency and help you manage your time effectively.

Use Task Management Apps: Consider using task management apps like Todoist, Trello, or Asana to keep track of tasks, deadlines, and progress.

Review and Update: Regularly review and update your to-do lists and task priorities. Adjust them as your goals and circumstances change.

Goal Tracking:

Measure Progress: Track your progress toward your goals. Use metrics, key performance indicators (KPIs), or other quantifiable measures to assess how you’re doing.

Celebrate Achievements: Acknowledge and celebrate your accomplishments along the way. Recognizing your progress can boost motivation.

Adjust and Adapt: Be flexible with your goals. If you encounter obstacles or if your priorities shift, be willing to adjust your goals accordingly.

Visualize Success: Use visualization techniques to picture yourself achieving your goals. This can help maintain motivation and focus.

Accountability: Share your goals with someone else, like a friend or a mentor, who can help hold you accountable.

Reflect and Learn: Regularly reflect on your progress and what you’ve learned from your experiences. Use this insight to refine your planning and goal-setting processes.

Stay Persistent: Understand that setbacks and challenges are a natural part of the journey. Stay persistent and resilient in pursuing your goals.

Seek Feedback: Ask for feedback from trusted individuals to gain insights into areas where you can improve and refine your approach.


Embracing the world of digital planning unlocks a realm of possibilities and efficiencies that can transform the way you organize your life and achieve your goals. Digital planners offer accessibility, customization, and a host of tools to streamline your planning process. 

Whether you’re a student, professional, or anyone seeking enhanced organization, the benefits are clear: greater flexibility, reduced paper waste, and the power to carry your planner with you everywhere you go. As you embark on this digital planning journey, remember that the key to success lies in choosing the right app, personalizing your planner to suit your style, and staying organized. With practice and exploration, your digital planner will become an indispensable companion in your quest for productivity and efficiency.

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