#Daily calendar planner how to

Start times and dates give your team members a clear sense of how long each task should take to complete. Sometimes you don’t just need to track when a to-do is due-you also need to know when you should start working on it. Plus, share custom fields across tasks and projects to ensure consistency across your organization. Use custom fields to sort and schedule your to-dos so you know what to work on first. Create unique custom fields for any information you need to track-from priority and status to email or phone number. Custom fields are the best way to tag, sort, and filter work. Keep everything in one place by attaching docs or images to your tasksĬustom fields. Visualize your daily schedule in a grid, such as a Kanban Board Integrate your favorite apps for streamlined work Set recurring tasks to automate your workflowĬolor-code tasks and tag tasks for clarity Use a list template view to see your upcoming tasks at a high-level Make your tasks actionable and deadline-driven Here are a few tips and tricks for organizing your work using your digital daily planner: And, unlike with physical planners, there’s no risk of misplacing a virtual one. Digital daily planners allow you to customize your workflow and access your schedule from anywhere. Printable daily planners, worksheets, and sticky note to-do lists are a thing of the past. Tips for using your virtual daily planner template Here are a few ways you can arrange your daily planner template: After all, shouldn’t your tech work the way you do? Arranging your daily agenda according to your working style helps keep you focused and productive. Or maybe you prefer to view tasks by importance, so you can make sure you’re prioritizing important work. Maybe you’re the type of person who likes to knock out small tasks in the morning and save high-effort to-dos for midday. Once you’ve added and tagged your daily tasks, take your scheduling one step further by sorting your tasks with custom fields.

#Daily calendar planner how to

How to arrange your daily planner template Then, take your work schedule to the next level by tagging your tasks with the information you need to keep organized. To build a basic template, start by adding your to-dos for the day, like meetings, follow-ups, and action items. How you structure your template is up to you and how you work best. Now that you know what a daily planner template is and why you should use one, let’s take a look at what you should include in your template. What to include in your daily planner template Look for the ability to tag your tasks with task status, effort, priority, or category-all things that will make it easier for you to plan out your day once you start adding to your task list. Watch as new tasks are added in real-timeĬreate your template How to create your digital daily planner templateįirst things first: before you sit down for your daily planning session, make sure your template allows you to customize your schedule in a way that works for you. Increase productivity and reduce procrastination Keep track of all your tasks in one placeĮasily arrange (and re-arrange) your to-do list by task priority When you create a digital daily planner template in a project management tool (instead of using a printable daily planner template), you can: Do you prefer to break out your tasks into an hourly schedule? No problem. Want a minimalist view of your overall daily calendar? Easy. Since virtual templates are customizable, you can organize them to match how you work best. That’s where digital daily planner templates come in.

They also aren’t customizable and don’t allow you to attach context to your tasks, two essential pieces to staying organized. Physical planners have major limitations, like lack of space. You’ve probably used a physical daily planner before-after all, who can resist the feel of a crisp blank page or the look of a professionally bound calendar? But let’s be honest, while physical planners might be aesthetically pleasing, they’re not always functional. Benefits of using a digital daily planner template

With a digital daily planner template, you can start every day quickly while also making sure you don’t miss a beat-or worse, forget a to-do. Digital daily planner templates are editable and reusable, making it easy to organize your work, including what needs to get done and when. What is a daily planner template?Īs you might have guessed, a daily planner template (also known as a daily schedule template) is a templatized way to create and organize your daily tasks. With daily planners, you always know what’s on your plate for the day, from team meetings to quick to-dos to high-effort tasks. Day planners let you see your daily tasks at a high level, making it easy to plan out and prioritize your schedule and keep tasks from falling through the cracks. A daily planner is exactly what it sounds like: a way to keep track of all the tasks you have to do-big or small-each day.