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Digital Planner User Guide

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0% found this document useful (0 votes)
30 views10 pages

Digital Planner User Guide

Uploaded by

cvvfjngngf
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Welcome!
thank you for your purchase and
support for small business.

We will go through the basic guides including tips and tricks for you to maximize the use of your
planner. If you’re a total beginner at digital planning, no worries – this planner is designed for
beginners and is very easy to use.

And if you have any questions, feel free to message me and I’d be more than happy to help you
with your needs.

This digital product will need to be used with an accompanying pdf annotating app that are not
included with your purchase. Applications that can be used are Goodnotes, Notability, Noteshelf,
ZoomNotes or Xodo for Android.

This instructional guides are made with the use of Goodnotes 5, so other applications may have
different features and attributes than what is stated on this manual. Nevertheless, if you have any
difficulty setting up your planner with the use of any other applications I will do my best to help
you with it.

Just message me and we’ll find our way.


Again, thank you so much for your support and I hope you will enjoy using this product.

Have a great day ahead and happy planning.

All the best,


Saine from TheMindfulShift
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Contents

Getting Started
How to download the file
Importing files and Renaming your planner
Page Management (Copying and Pasting Templates)
Changing Covers

Planner Navigation
Basic Navigation
Yearly Calendar
Monthly, Weekly and Daily
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Getting Started

How to download your file


Upon verification of your payment, these three PDF files will be available for download,
- 1 PDF OF THEMINDFULSHIFT-SELFCAREPLANNER (18.7 MB)
- 1 PDF OF THEMINDFULSHIFT-SELFCAREPLANNER-ADDITIONALCOVER (1.5 MB)
- 1 PDF OF THEMINDFULSHIFT-PLANNERUSERGUIDEANDINSTRUCTIONS

Download your planner file.


And if you have made your purchase through your iPad, save the file to your iPad’s Files application to
your choosen folder.

Importing to Goodnotes and renaming the planner


Once your planner has been saved to your local file. Tap the file to open or view it. Click on the share
icon, locate the Goodnotes icon or Open in Goodnotes option.

Upon opening goodnotes, a window will pop out.


Double click on the file name to change and rename the file. You may also save it to a folder If you al-
ready have existing folders created on the app. Select Import as New Document to open your file and
tap import.
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Page Management

Copying Page
1. From the index, go to the selected note paper of your choice.
2. Click on the 3 dots, upper right corner (menu) botton on the Goodnotes app.
3. Click Copy.

Pasting a Copied Page


1. Click on the page with a plus (or add new page) in the upper right corner of your app.
2. Select before (if your want to add page before the current one) or after (if you want to add
the page after).
3. Press Paste Page

Add new Page after


1. Click on the page with a plus (or add new page) in the upper right corner of your app.
2. Select current template to duplicate the same paper that you are using.

Page Moving
1. Open the page you want to move.
2. Tap the four square icon in the top-left corner to enter the thumbnail view.
3. Move the current pages along the file to the desired location.

Deleting a Page
Please be careful when deleting pages. If you delete a the mother template, the hyperlinked will
also be removed and will not be possible to restore.

1. Select the page you want to delete.


2. Tap on the four square icon in the top left corner to enter thumbnail view.
3. Click on the down botton beside the page number.
4. Click Move to Trash.
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Changing Covers
1. Open the additional cover file to your Goodnotes (follow the same import instruction like the planner)
2. Once chosen cover has been selected.
3. Click on the icon with 3 dots in the upper right part of your app.
4. Click on Copy Page
5. Open your planner file in Goodnotes.
6. Click on the page with a plus (or add new page) and select before or after the current page that you are in.
7. Press paste page.

You may chose to delete the current cover or just make sure that the new cover is the 1st page of the file by
entering the thumbnail view and manually arranging the pages from there.
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Planner Navigation - Yearly Calendar


create your own calendar with hyperlinked
weekly pages for easy navigation to each
month

Click to go to
Weekly Pages

FIXED RIGHT HAND


NAVIGATIONAL TABS
(Shortcut tab for Index
& Monthly Calendars)
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Planner Navigation - Yearly Calendar


use this to track and highlight your
journal entries each year and the same
time easily navigate to your actual days.

Click to go to
Daily Agenda

FIXED RIGHT HAND


NAVIGATIONAL TABS
(Shortcut tab for Index
& Monthly Calendars)
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Planner Navigation - Monthly Pages

Click to go to
Click to go to other monthly
Daily Agenda templates

Click to go to
Weekly Pages

FIXED RIGHT HAND


NAVIGATIONAL TABS
(Shortcut tab for Index
& Monthly Calendars)
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Planner Navigation - Weekly Pages

Click to go back Click to go to


to Monthly Calendar Daily Agenda Click to go to
Weekly Pages

FIXED RIGHT HAND


NAVIGATIONAL TABS
(Shortcut tab for Index
& Monthly Calendars)
INTRODUCTION TABLE OF CONTENTS GETTING STARTED PLANNER NAVIGATION

Planner Navigation - Daily Pages


Daily agenda and reflection pages are next to each other.
So you can just flp through the next page or move back,
hyperlink botton are just there so you won’t get lost :)

Click to go to
Shortcut back Click to go to
Daily Agenda
to Monthly Daily Reflection
Calendar

FIXED RIGHT HAND


NAVIGATIONAL TABS
(Shortcut tab for Index
& Monthly Calendars)

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