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In a fast-paced world where efficiency is key, staying organised has never been more crucial. Whether you’re managing personal tasks, schoolwork, or professional deadlines, planning can help you keep track of your priorities and goals. In recent years, digital planning has emerged as a modern, flexible solution to staying organised. But what exactly is digital planning, and how do you get started? This guide covers the basics to help you launch your journey into the world of digital organisation.
What is Digital Planning?

Digital planning is the practice of using electronic devices—such as tablets, smartphones, or computers—to plan and organise your tasks, schedules, goals, and notes. It typically involves using a digital planner file, which mimics the format of traditional paper planners but adds the interactivity and flexibility that digital tools offer. Think of it as your classic paper planner, but with the ability to erase, reorganise, and customise your pages without any limitations.
A digital planner usually takes the form of a PDF file, which you can import into a note-taking app, where you can write or type directly on the file using a stylus or keyboard. These digital planners are often designed with hyperlinks, making it easy to navigate between different sections like monthly calendars, weekly layouts, and daily logs.
Why Switch to Digital Planning?
While traditional planners still have their charm, digital planning offers some unique advantages:
- Flexibility and Customisation: Easily resize, reorder, or duplicate pages. Change the colours, layouts, and templates as your needs evolve.
- Portability: Carry an entire year’s worth of planning pages on a single device without the bulk.
- Sustainability: Reduce paper waste by planning electronically.
- Convenience: Set reminders, link to websites, attach images or documents, and back up your data to the cloud for easy access across multiple devices.

How to Get Started with Digital Planning
Now that you know what digital planning is, here’s a step-by-step guide to getting started:
Step 1: Choose Your Digital Device
The first thing you’ll need is a digital device that supports note-taking apps and stylus input. Here are a few options:
- Tablet: The most popular choice for digital planning is a tablet, especially models with stylus support like the iPad with Apple Pencil, Samsung Galaxy Tab, or Microsoft Surface. Tablets offer a similar writing experience to paper, making them ideal for drawing, writing, and note-taking.
- Smartphone: If you prefer something more portable, you can also use your smartphone. Apps like GoodNotes and Notability are available on both iOS and Android, allowing for digital planning on the go.
- Laptop/Computer: If handwriting isn’t a priority, you can use a computer. Many note-taking apps are also available for desktop, allowing you to type your notes and plans.
Step 2: Select a Note-Taking App
The next step is to choose a note-taking app where you’ll import and use your digital planner. Here are some of the most popular options:
- GoodNotes (iOS only): One of the top apps for digital planning due to its smooth handwriting experience, robust organisation features, and seamless cloud syncing.
- Notability (iOS only): Known for its audio recording capabilities alongside note-taking, Notability is perfect for students or professionals who want to link their notes to specific audio snippets.
- Samsung Notes (Android): Great for Galaxy users, Samsung Notes integrates well with the S Pen and supports digital planners.
- OneNote (iOS, Android, Windows): Microsoft’s versatile note-taking app works across platforms and is ideal for those who need to sync notes between multiple devices.
- Xodo (iOS, Android, Windows): A free app that allows you to annotate and fill out PDF planners with ease.
Make sure the app you choose supports importing PDFs and offers annotation tools like pens, highlighters, and text boxes.

Step 3: Find a Digital Planner PDF
Once you’ve got your device and app, you’ll need a digital planner file to work with. You can find a variety of digital planners online, ranging from free options to highly customisable paid versions.
When choosing a digital planner, consider your needs:
- Do you want a daily, weekly, or monthly layout?
- Do you need goal-setting pages or habit trackers?
- Do you prefer a minimalist design, or do you like a more decorative planner?
There are options for everyone, whether you want something simple or a planner packed with extras. You can view our planners here!
Step 4: Start Planning!
With everything in place, it’s time to start planning. Here’s how to make the most of your digital planner:
- Import the Planner: Once you’ve downloaded your digital planner file, import it into your note-taking app of choice.
- Use a Stylus or Keyboard: If you’re using a tablet, a stylus like the Apple Pencil or S Pen can give you a true handwriting experience. If you prefer typing, use your device’s keyboard to enter your tasks and notes.
- Explore the Features: Many digital planners come with hyperlinks to help you navigate quickly between different sections. Spend some time getting familiar with the layout and features of your planner.
- Customise and Personalise: Digital planning gives you the flexibility to personalise your planner. Add stickers, images, and colours to make it your own, just like you would with a traditional planner.
- Back Up Your Planner: Be sure to save your planner to the cloud or a backup service to ensure you don’t lose your data. Apps like GoodNotes and Notability sync with iCloud or Google Drive for easy backups.
Final Thoughts
Digital planning is an innovative, eco-friendly, and customisable way to stay organised. With the right device, a reliable note-taking app, and a planner that suits your needs, you can take control of your life in a way that’s convenient and adaptable. Whether you’re new to planning or just looking to modernise your organisation methods, digital planning offers a flexible solution to help you stay on top of your game.
So, grab your device, pick your favourite planner, and get started on your digital planning journey today!