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How to Easily Insert Pages and Customize Your Planning System

 

At first, I was hesitant to use a digital planner because I like to switch up my inserts and layouts frequently. The challenge of maintaining the hyperlinks in a digital format added to my reluctance. As I continued to use my planner, I gradually picked up various tips and tricks that come with experience. Today, I would like to share with you how I learned to add new inserts or a set of inserts to my digital planner without compromising the digital planner hyperlinks.

Here’s How It Works

I am currently using a horizontal planner that I designed, but it is not set up to look like a planner with rings and a two-page spread.  My beginning page is what I call “Landing Page Central”.  It almost looks like a control panel or a home page.  Here’s how it looks, I didn’t even clean it up to look pretty:



I organize my digital planner with frequently used categories like money, menu, notes, and A-Z at the top left and the calendar in the center. I have ample space underneath to add custom pages and notebooks, but I found that I don’t use the notepaper as much as I thought I would and will probably leave it out in future editions. Instead, I prefer having a larger notes section on the right where I jot down things to buy and notes and ideas to process later.

For Notebook 1, I labeled it “Bracketology” as it’s a single PDF I’ll be referencing in March and then deleting. To add the PDF behind the divider page, I chose the menu item to import a document and located the PDF. Once imported, it automatically appeared behind the divider page. To navigate through the planner, I simply slid back to the divider and used the hyperlinks as I usually would.

Notebook 2, “Calorie Deficit,” is a true notebook with 8 sections and 5 pages each, dedicated to recipes, meal ideas, calorie counts, tips, and hacks. I click on the notebook link to go to the divider page and import the document behind it. To move from page to page, I use the hyperlinks in the notebook. To go back to the landing page or any other page in the planner, I click on the hyperlink that takes me to the very first page, slide back to the divider page, and continue using the hyperlink system.

Once I learned how to import PDFs and easily navigate through digital planner pages, all my worries about digital planning disappeared.

Create a Personalized and Efficient Digital Planner

When it comes to my calendar pages, I use the same approach for importing them into my planner. Depending on the month, I might want a monthly page only, or a combination of monthly, weekly, and daily pages. A few weeks before the start of the new month, I decide on the pages I need and create them accordingly. Whether it’s a small set of pages or a larger one, I can easily insert them behind the correct divider.

As a side note, my current planner setup includes a monthly page that links to a new weekly page every week. Furthermore, all the days on the weekly page are linked to their respective daily pages. My daily pages follow the two-page Franklin Covey spread format, with a to-do list and appointment schedule on the left and lined space for notes on the right.


Give digital planning a try

Digital planning is becoming more and more popular these days, and for good reason. Whether you like to keep things simple or you’re all about the details, digital planning can help you stay organized and get more done. You can create a personalized planner you love by using tools like PDF imports and page linking. Give it a try and see how it can make a difference in your life.


Feel free to leave questions or comments—I’ll respond below.

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