Saturday, 14 December 2019

Using Go Digital Planners in OneNote

I've just launched a new product range which I'm super excited about; The Go Digital Planner!

After using printable planners for years, I decided that 2020 will be the year I cut down on my paper usage and take the plunge into the world of digital planners 😁

Digital planners are awesome because of their flexibility across a range of programs. The Go Digital Planners come in a PowerPoint file while means they automatically open in PowerPoint and can be used with Slides in Google Docs. If you are using PowerPoint or Slides these planners are ready to go, you can start typing away.

Another awesome program which the planners can be used in is OneNote. I've had quite a few people ask about how they can be used in OneNote so I decided to make a quick tutorial in setting it up. To set up the planner, you will need to copy across the page backgrounds and tables. Follow the visual guide below and you will be up and running in no time!

Please note: I am using the Mac version of OneNote. It may appear different in Windows, but the instructions are pretty much the same. 

Step #1 - Open the planner PowerPoint and keep it open


Step #2 - Open OneNote and set up your Planner Notebook


Step #3 - Create sections by using the tabs and pages options



Step #4 - Copy across the page background (repeat this step for each type of page)
Switch back to the PowerPoint window and click on the coloured banner at the top of the page. This will select the page background. Copy it to your clipboard, switch to the OneNote window and paste it.



You will need to resize the image by dragging it out.

Step #5 - Copy across the table (repeat this step for each type of page)
Switch back to the PowerPoint window and click on the table. This will select the table. Copy it to your clipboard, switch to the OneNote window and paste it.

You will need to drag the table into the right position and stretch it out. Once your table is the right size, you can start adding your information.


IMPORTANT - Duplicate Pages (Overview and Weekly Plans)
You only need to set up these pages once! Once they are in OneNote, you can simply duplicate the pages. This can be done by right-clicking on the page, copying it and then pasting it.




Once set up, you can then start using your planner across multiple devices and take advantage of all the tools in OneNote. My personal favourite is the To Do check box!


I hope this tutorial has helped you in setting up your Go Digital Planner in OneNote.

Happy Planning,