How to Make a Digital Planner

If you want to save time and money, you can create your own planner within minutes using our platform and following the following simple steps. 

Since we cannot know what kind of planner you have in mind, let's take our comprehensive Ultimate Planner and see how you can customize your unique planner. Click on Planner Settings and Layouts to select your pages and sections.

Setting Up The Document

Select the Yearly pages. Click on the page title to see the options and choose. Let's assume that you want Yearly Goals and you click on it in the menu. The template image appears on the left. You can click on it to zoom in. Three out of four pages can be unchecked if you don't want them. 

Go through the same procedure with quarterly, monthly, weekly, and daily pages.

You can have the following sections in your planner: Goals & Productivity, Project, Finance, Health & Wellness, Fitness, and Others. These sections contain well-thought-through layout selections. Uncheck those sections or templates that are redundant for you. You can change your mind whenever you wish. Downloads are unlimited.

Hyperlinks For Navigation

You do not need to waste your time adding links, making sure everything works as you wish, or mastering software. Instead, you will be able to customize your own planner, knowing that all of the above has been taken care of, and then you will be able to use it right away. Your planner will have intuitive tabs that are always available to get you from one page to another with as few clicks as possible.

Our best-selling planners like the Ultimate Planner have customizable sections and tabs. There are limits to the number of sections and pages i.e. the custom sections in the Ultimate Planner can be 400 pages max. If you want to make a robust digital planner with custom sections, you can do so with the Ultimate Custom Section Book which has a page limit of 2000 pages. Nevertheless, the customization process is the same.

Let's see how to customize Custom Sections. You can see the Section Title fields you need to fill out if you wish, or you can have the default settings. You can have up to 20 sections in the Ultimate Custom Section Book (by default). If you wish to have all 20 of them, we recommend that the tab titles be less than or equal to 6 characters. The fewer sections, the longer the tab titles can be (in 10 sections, 14 characters is the limit).

After you click on the title field, you will see the section's additional fields coming down. These fields include Section Index Page, Number of Subjects, and four checkboxes for pages one to four. In the Section Index Page field, you have two choices: Index pages and Item pages. The first choice is whichever index page you like. For example, you need a section for your clients or contacts and select Contacts 20 Names for the Section Index Page. Then you can choose Client Profile for one of the section pages.

Creating tabs for sections

You should indicate the Number of Subjects i.e. the number of subjects on your section index page that will have hyperlinks to pages one to four with the checkboxes. (There will be an additional index page if the number of subjects exceeds the number on the index page.) You can uncheck some of them if you do not need all four, and choose the right template for each checked one (there are dozens of templates to choose from). The second choice is to select a template from Item Pages and enter the number of pages with this template you wish to have in the Number of Subjects field. 

Each section has the number of pages indicated to the right of the tab title. The total number of pages and the page limit are indicated underneath the last section. If you exceed the limit, the message 'Page count exceeds limit' will come out, so you can adjust immediately. 

Last but not least, you can shuffle the sections as you like. Click and hold on to the four-arrow cursor to the right of the number of section pages and move the whole section up or down the section list.

Our platform lets you choose how your planner will look like. There are four color options: Dark, Original, Boho, and Pastel. Set up one of them using only two clicks.

And here is Boho

Also, each planner available in two layouts: Portrait and Landscape

Moreover, you can download one of our 800+ PNG templates and use it as a page design for your planner.

This template for example. Only a few clicks and it is uploaded as PDF or PNG file to your tablet or computer storage. Then open the file in your favorite note-taking app e.g. GoodNotes, Notablity, etc., and insert it!

A ready-made source and a bit of imagination make design easier!

We offer an affiliate program to people who wish to sell our planners. You can use our platform for creating digital planners for e-ink devices to such as reMarkable, Supernote, Boox Note, or Kindle Scribe. 

Contact us and start your own successful and no-investment business!

We define a digital planner as a convenient and interactive PDF version of a traditional paper planner. This planner has hyperlinks, helpful tabs, and easily customizable features that can be used via special software like Goodnotes on a tablet with a stylus. As with any other digital products, there is a number of apps or programs like Google Slides or Microsoft PowerPoint that let you create digital planners. Before we jump into reviewing the options available, let's analyze what you should consider using any of them.

So, let's review the steps to make your perfect digital planner:

1. Plan Your Planner: Before you embark on any project, you should know what its purpose is, and then what ways there are to fulfill it. You can create a daily, weekly, or monthly planner, or for fitness, gratitude, business, budget, or reading layout. Once the purpose is clear, you need to decide what your planner should consist of what templates should be included, special sections, whether monthly calendars are sufficient or yearly calendars should be included, if weekly planners and daily planners are of no use to you, or you need at least a couple of each of them. Maybe, a to-do list, habit tracker, meal, and exercise tracker should be on a one-page template or in their respective sections. What are the names of these sections? The options for creating a planner are endless and depend solely on your needs and imagination. After you plan all the above, you can estimate the number of sections and pages required.
2. Set Up the Document: Your device can determine the planner dimensions. However, let’s assume that it is nothing exotic, and you set the planner dimensions to A4 size (210 x 297mm or 3508 x 2480 px) in Google Slides, Microsoft PowerPoint, or any other app. This will work for most devices and ensure consistency for printing if desired.
3. Design the Pages: All planner creation apps use shape tools and text boxes to create digital planner pages. You will use squares, rectangles, and text to develop, for example, monthly calendar spreads, and lines for daily planners. However, if you want custom fonts and wish to create something sophisticated, examine the app specifications. This will enable you to know that it can match the level of your intended creation and the amount you wish to pay to do so. The design process is quite fascinating and rewarding, as well as time-consuming. Get creative and incorporate different shapes, colors, and background patterns to make your planner visually appealing. Every digital planner template you create is printable, so you can show it to your friends or loved ones digitally or on paper.
4. Create Hyperlinks for Navigation: With many pages in your digital planner, easy navigation is essential, because scroll not is the best solution to navigate throuth hundreds of pages. It should be well-designed and intuitive. If you can’t get from one page to another in a couple of clicks, the core idea of a digital planner is missing. It is impossible to give less vague advice without knowing your planner's idea, but there are general guidelines to follow. You should hyperlink yearly calendars, months, weeks, days, and sections, so seamless navigation between them is present. Create tabs with names or icons and link them to "Master slides" representing each section. Pay close attention to the tabs if your planner is not basic. Link dates in the annual, quarterly, and monthly calendars to corresponding daily planning pages if you have them.

Then, when concept is ready, try the following apps.

These apps designed not only for planner creating, but making hyperlinked PDF pages is the main feature that we need. They allow you to create a design, links and export Digital Planners like a file for device. Let's review these apps and they pros and cons. I hope you'll find the best solution and make your own planner. Also, you could make Digital Planner using Canva. However, this is not the best way to go about it.