How to Use a Planner

Beginner 5 min 19 steps 41701 views Rating: 4.1/5 Published: 2026-05-23

Use a paper planner to help you remember appointments.. Decide on a type of paper planner.. Pick an app version for convenience.

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Steps

1

Use a paper planner to help you remember appointments.

Step 1

Use a paper planner to help you remember appointments.

2

Decide on a type of paper planner.

Step 2

Decide on a type of paper planner.

3

Pick an app version for convenience.

Step 3

Pick an app version for convenience.

4

Decide if you need more than one planner.

Step 4

Decide if you need more than one planner.

5

Choose one that has room for a schedule and a to-do list.

Step 5

Choose one that has room for a schedule and a to-do list.

6

Write down every appointment and deadline you can.

Step 6

Write down every appointment and deadline you can.

7

Add chores to your planner, too.

Step 7

Add chores to your planner, too.

8

Schedule breaks for yourself, too.

Step 8

Schedule breaks for yourself, too.

9

Include financial reminders to maintain your budget.

Step 9

Include financial reminders to maintain your budget.

10

Review your planner each night for the next day.

Step 10

Review your planner each night for the next day.

11

Check your planner throughout the day.

Step 11

Check your planner throughout the day.

12

Look at your upcoming week each Sunday night.

Step 12

Look at your upcoming week each Sunday night.

13

Look at the big picture at least once a month.

Step 13

Look at the big picture at least once a month.

14

Break large projects into smaller tasks with individual deadlines.

Step 14

Break large projects into smaller tasks with individual deadlines.

15

Use colorful tabs to color-code your planner.

Step 15

Use colorful tabs to color-code your planner.

16

Include details when you write down appointments.

Step 16

Include details when you write down appointments.

17

Create an easy-to-remember shorthand.

Step 17

Create an easy-to-remember shorthand.

18

Add a monthly bucket list.

Step 18

Add a monthly bucket list.

19

Write in a focus word or inspirational quotes.

Step 19

Write in a focus word or inspirational quotes.

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