FAQ


What is digital planning?

Digital planning merges the open-ended creativity of paper with the convenience of the digital world. Your digital planner will be delivered to you as a file that can be imported into any PDF markup app. Essentially, you can think of it as the "next generation" paper planner - a digital version that has been created specifically for use on a tablet device within a PDF markup app such as GoodNotes or Noteshelf. 

What do I need to get started?

To use a digital planners/notebook you will need:

     1.  Tablet device 
     2.  A stylus or Apple Pencil 
     3.  PDF markup/annotation app 

          (e.g. Goodnotes, Notability, Xodo, Noteshelf)


You CAN use these files on a PC in the Xodo app or on a Mac computer in the GoodNotes 5 app. However, I recommend using my digital planners and notebooks primary on a tablet device with a stylus. This will give you an experience that is most similar to pen and paper and really maximizes the benefits of using this type of planner. 


I do access my planner on both my iPhone and Mac computer as well, but I don't do the majority of my planning/notetaking on these devices.



App compatibility:

Unfortunately these types of planners don't work in OneNote or Evernote since these programs don't preserve the internal linking or separate pages of PDFs.

For a windows computer or tablet, your best bet might be Xodo. However, I'd encourage you to test this out with a sample of the planner.

These planners won't sync to your calendar or productivity app. The planner itself is a PDF file that you import into a PDF markup app (like GoodNotes 5 or Noteshelf). The app allows you to add notes, text and images. So it functions much more like a paper planner would in the sense that all content you add to a page is static and does not sync between pages or other digital toolsets/apps. 

Device compatibility

 

Compatibility with Android devices

Yes, you can use these files in any PDF markup app that supports internal document hyperlinks. 

My top suggestions for Android are:

  • Noteshelf 
  • Xodo 

 

Compatibility with Windows PC / Windows Surface

For a windows computer or tablet, your best bet might be Xodo. However, I'd encourage you to test this out with a sample of the planner.

 

Compatibility with iPhone / Mac Computer

You can use these files on a Mac computer and an iPhone in the GoodNotes 5 app. However, I recommend using my digital planners and notebooks primary on a tablet device with a stylus. This will give you an experience that is most similar to pen and paper and really maximizes the benefits of using this type of planner. 

I do refer back to my planner or add quick notes on both my iPhone and Mac computer as well, but I don't do the majority of my planning/note taking on these devices. With the GoodNotes 5 app, your notebooks/planners will sync across all Apple devices through your iCloud account.