Digital planning has transformed how millions organize their lives, but getting started can feel overwhelming. This beginner’s guide breaks down everything you need to know—from choosing your first device to mastering your workflow—in plain, simple terms.
What Is Digital Planning?
Digital planning is using electronic devices—tablets, computers, or phones—to organize your schedule, track goals, and manage tasks. Instead of paper planners, you use PDF files or specialized apps that mimic the feel of writing while offering powerful digital features.
Key Benefits Over Paper
- Unlimited pages – Add pages without running out of space
- Instant navigation – Jump to any date with a single tap
- Undo mistakes – Erase and correct without messy cross-outs
- Copy elements – Duplicate trackers, notes, or entire sections
- Always with you – Access your planner on any synced device
- Eco-friendly – No paper waste, year after year
Understanding Your Device Options
The device you choose significantly impacts your planning experience. Here’s a breakdown:
| Device Type | Best For | Pros | Cons |
|---|---|---|---|
| iPad + Apple Pencil | Multimedia planners | Color, apps, versatility | Screen glare, distractions |
| reMarkable | Paper-like experience | No distractions, paper feel | No color (except Color model) |
| Kindle Scribe | Reading + planning | Kindle library integration | Limited PDF navigation |
| BOOX Tablets | Flexibility + Android apps | Android apps, e-ink display | Learning curve |
| Supernote | Focused writing | Premium pen, distraction-free | Limited app ecosystem |
Quick Recommendation by User Type
- Note-takers who want paper feel: reMarkable 2 or Supernote A5X2
- Creative planners who love color: iPad with Apple Pencil
- Book lovers who also plan: Kindle Scribe
- Tech enthusiasts who want options: BOOX Note Air series
Types of Digital Planners
PDF Planners (Hyperlinked)
These are pre-designed PDF files with clickable tabs and links. They work on virtually any device with a PDF reader.
How they work:
- Download the PDF file
- Open in a compatible app (GoodNotes, Notability, or your device’s PDF reader)
- Tap tabs to navigate between sections
- Write with your stylus just like paper
App-Based Planners
Some apps include built-in planner templates:
- GoodNotes – Popular on iPad, includes basic planner templates
- Notability – Good for audio notes + planning
- Notion – Database-style planning (typing-focused)
- Samsung Notes – Built into Samsung tablets
Native Device Notebooks
E-ink tablets like reMarkable and Supernote have their own notebook formats:
- Great for freeform notes
- Limited hyperlink support
- Best combined with PDF planners for structure
How to Choose Your First Digital Planner
Step 1: Define Your Planning Style
Ask yourself these questions:
- Do you need a detailed schedule? → Look for hourly layouts
- Do you track habits? → Find planners with habit trackers
- Are you goal-focused? → Choose planners with goal sections
- Do you prefer minimalist design? → Avoid cluttered templates
- Will you use it for work or personal life? → Different layouts suit each
Step 2: Match to Your Device
For e-ink tablets (reMarkable, Kindle Scribe, Supernote, BOOX):
- Choose PDF planners with high contrast (black and white work best)
- Avoid planners that rely heavily on color coding
- Look for “e-ink optimized” or “reMarkable compatible” labels
For iPad/Android tablets:
- Any planner format works
- Color planners look great
- Consider GoodNotes or PDF format
Step 3: Start Simple
As a beginner, avoid planners with too many features. Start with:
- Monthly calendar view
- Weekly planning pages
- Basic to-do lists
- Simple navigation tabs
You can always upgrade to more complex planners once you develop your workflow.
Setting Up Your First Digital Planner
For iPad Users (GoodNotes)
- Download your planner PDF
- Open GoodNotes and tap “+” → Import
- Select your planner file
- Choose “Import as New Document”
- Your planner is ready—tap the tabs to navigate!
For reMarkable Users
- Connect your reMarkable to the app or computer
- Upload the PDF to your device
- Open the file—hyperlinks work automatically
- Use the pen tool to start writing
For BOOX Users
- Transfer the PDF via cloud, USB, or Bluetooth
- Open with NeoReader (BOOX’s built-in PDF app)
- Enable “Handwriting Mode” to annotate
- Tap links to navigate between pages
Essential Digital Planning Tips for Beginners
1. Start with One System
Don’t try to manage work, personal life, fitness, and meals in separate planners immediately. Use one planner for everything until you find your rhythm.
2. Plan Your Week on Sunday
Spend 10-15 minutes each Sunday reviewing the upcoming week. This habit alone dramatically improves productivity.
3. Use the Right Pen Sizes
- 0.5-0.8mm – Regular writing
- 1.0-1.5mm – Headers and emphasis
- 3.0mm+ – Highlighting
4. Don’t Over-Decorate (At First)
Stickers and decorations are fun, but they can distract from actual planning. Master the basics first, then add personality.
5. Back Up Regularly
Whether through cloud sync or manual exports, always have a backup of your planner with all your notes.
Common Beginner Mistakes to Avoid
- Buying too many planners – Stick with one for at least 3 months
- Overcomplicating your system – Simple beats complex every time
- Ignoring hyperlinks – Tap the tabs! Navigation makes digital planners powerful
- Not backing up – Devices can fail; always have copies
- Comparing to others – Your planner doesn’t need to look Instagram-worthy
Frequently Asked Questions
Do I need expensive equipment to start digital planning?
No! You can start with a phone and free apps like Samsung Notes or free PDF readers. However, a tablet with stylus provides the best experience. Budget options include older iPads, Samsung Galaxy Tab, or the Kindle Scribe.
Is digital planning better than paper?
It depends on your preferences. Digital planning offers better organization, searchability, and sustainability. Paper offers tactile satisfaction and no charging required. Many people use both! The “best” option is whatever you’ll actually use consistently.
What’s the best app for digital planning?
For iPad: GoodNotes or Notability. For Android: Samsung Notes or Xodo. For e-ink tablets: the built-in PDF reader usually works best. Each device has apps optimized for its screen technology.
Can I make my own digital planner?
Yes! Tools like Canva, PowerPoint, or Keynote can create basic planners. For hyperlinked planners, you’ll need to learn PDF hyperlinking in apps like Adobe Acrobat or Affinity Publisher. However, buying a professionally designed planner saves significant time.
How long does it take to get used to digital planning?
Most people feel comfortable within 2-4 weeks of daily use. The key is consistency—use your digital planner every day, even if just for 5 minutes, until it becomes habit.
Ready to Start Digital Planning?
Choose the perfect planner for your device:
- iPad/Android: Custom Digital Planner – Customize in under 2 minutes
- reMarkable: Ultimate reMarkable Planner or Color Planner
- Other E-Ink: Digital Notebook for E-Ink Tablets
Frequently Asked Questions
What do I need to start digital planning?
You need three things: a tablet (iPad, Android tablet, or e-ink device like reMarkable), a stylus for handwriting, and a digital planner PDF. For iPad, you will also need an app like GoodNotes or Notability. E-ink tablets can open PDF planners directly.
Are digital planners worth it?
Yes, for most people. Digital planners offer unlimited pages, easy organization, undo capabilities, and no paper waste. You can carry years of planning in one device. The initial cost is offset by never buying refills or new paper planners.
How much does digital planning cost?
A digital planner costs $10-$30 typically as a one-time purchase. You will also need a tablet ($299-$1299) and stylus ($79-$129 for Apple Pencil, included with some devices). Unlike paper planners, digital planners can be used indefinitely with yearly updates often included.
Related Guides
Continue exploring digital planning with these related guides:
- How to Choose the Right Digital Planner: Complete Buyer’s Guide
- How to Use Your Digital Planner: Complete Setup Guide
- Getting Started with Digital Planning: The Complete 2026 Guide
- Free Digital Planner Guide: Where to Find Free Planners & What to Expect
Recommended Planners
Ready to start planning? Check out our professionally designed planners:
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