Project Planner | Best Project Notes and Business Planner Template for iPad

→ Use the Projects Planner to track project’s yearly progress, tasks and budget

→ Use this business planner template to write notes for up to 20 projects at a time

→ This Project Planner is a premium business planner template – includes Gantt charts, Budgets, ToDos and other project templates

This business planner template for project notes is like using a paper planner book to scribble you notes by hand, just on the iPad!

Add the PDF to Goodnotes, Noteshelf or Notability to get started. Not sure which iPad planner app to use? Check this resource:

Best for…

This projects planner is BEST FOR entrepreneurs, team leaders and creatives. Although this business planner template can be used by all professions who want to write organized project notes and get productive while having fun, it is mostly designed for entrepreneurs, team leaders and creatives who handle up to 20 projects a year, or less!

If you handle more projects, you’ll need to duplicate this planner template and use for the extra projects.

>> 347+ people are already using the best business planner template for projects <<

I tried a bunch of planners only to abandon them after a month or two. Then I found Ralu‘s digital planners and I have to search no more. I have been using these planners since 2020 and can’t imagine not using one. 

John K. – see all reviews in Trustpilot

Planner contents (templates list)

UNDATED calendar pages (yearly, monthly, weekly, daily – duplicate as needed). See video for best tips.
MASTER 2-YEAR GANTT CHART (to list ALL projects’ timelines, budget and progress)
20x PROJECT’S FOLDER with:
✔ DETAILS SECTION: Details page + Notes page
✔ GANTT SECTION: 1-Year Gantt chart + 30-Day Gantt chart
✔ PROGRESS SECTION: TODOs pages with Tasks/Deliverables progress
✔ BUDGET SECTION: Budget Management page + Costs control page
✔ PEOPLE SECTION: People Listing + People Profile (duplicate as needed)
✔ RESOURCES SECTION: BLANK pages to add your own resources and stickers
✔ 25 built-in PAGE TEMPLATES: 
— LINED Page
— Cornell Notes
— BLANK Page
— MATH Grid Page
— Activity Tracker
— Orders List
— Key Performance Indicator (KPI)
— TODOs (2 versions)
— Monthly Checklist
— Meetings List
— Call Log
— Meetings Notes (2 versions)
— Projects Daily Plan
— Pricing Worksheets (3 versions)
— Invoice Tracker
— Project Workflow
— 30-Day Challenge
— 90-Day Challenge
— 52-Week Challenge
— Social Media Calendar (Monthly page)
— Social Media Post (Details)
✔ Tutorial pages included for guidance and inspiration

Included in your purchase

>> You will get a PDF file for the preferred version: PORTRAIT/LANDSCAPE with WHITE/DARK paper. Monday or Sunday calendars versions included. You will be able to access your file(s) via email after payment is confirmed.

✘ Does not sync with Google Calendar, Outlook Appointments and DOES NOT send reminders or notifications

✎To use this project planner (business planner template PDF with hyperlinks) you will need an iPad and any of these apps: Goodnotes, Notability or Noteshelf.

This is a single purchase:

You get the project planner (choose a single version -Or- get the bundle). To access my ENTIRE collection of digital planners UNLOCK THE VAULT—the doors open every year from Sep.7^th to Oct.7^th.

How to use the projects planner

You will be able to access your file(s) via email after payment is confirmed. Open the email on the iPad, download the PDF file of this planner and add it inside a note-taking app (like Goodnotes, Noteshelf or Notability) to get started.

Step 1. Download the PDF on the iPad

After the payment is confirmed, you’ll get an automated email will the link(s) to download the PDF. Open that email on the iPad and tap the link to save the PDF file of the project planner in any of these locations: “Downloads”, “On My iPad”, “iCloud Drive” or “Dropbox”.

Step 2. Import the PDF Projects Planner in Goodnotes, Noteshelf or Notability

a) How to import a PDF in Goodnotes?

In Goodnotes, go to the folder where to add the new project planner. Tap “+New” > “Import” and locate the PDF you’ve just saved. Tap it to import to Goodnotes. It should open in the Editing mode (meaning that the hyperlinks will not work). To use the hyperlinks you’ll have to tap the “pen inside a circle” icon that you’ll find at the top right corner of the toolbar.

b) How to import a PDF in Noteshelf?

In Noteshelf, go to the folder where to add the new project planner. Tap “+” > “Import Document” and locate the PDF you’ve just saved. Tap it to import to Noteshelf. You should be able to use the hyperlinks as soon as you open the digital planner.

c) How to import a PDF in Notability?

In Notability, go to the subject where to add the new project planner. Tap “Import” (it’s an icon like a rectangle with an arrow pointing down – you’ll find it at the top right corner of the toolbar) and locate the PDF you’ve just saved. Tap it to import to Notability. You should be able to use the hyperlinks as soon as you open the digital planner.

No refunds. No exchanges.

This listing is an INSTANT DIGITAL DOWNLOAD, and no physical item will be shipped. You will be able to access your file(s) via email after payment is confirmed. All sales on this website are final. Outline Planner will not offer refunds, returns, exchanges or cancellations due to the digital nature of these products.

PERSONAL USE ONLY

You may not: sell or give away the original files nor use any portion of the files to create a new design to resell. Any infringement of copyright will be met with legal actions.

New to Digital Planning?

You’ve probably heard about the benefits of using a digital planner, and maybe you’ve even tried out one or two. But what if you’re new to the idea of using a digital planner, or don’t know where to start?

The iPad can help you take your digital organization skills to the next level. With Goodnotes, Noteshelf or Notability apps you’ll be able to keep track of everything you need in one place—all while freeing up space taken up by bulky notebooks.

The three apps are similar in that they allow you to write searchable handwritten notes in endless digital notebooks on your iPad Pro. However, they each have their own unique features that make them more useful in certain situations than others.

Read these articles on Goodnotes, Noteshelf or Notability apps to learn more.

What makes a good work planner?

The best digital planner for iPad lets you write down all your ideas and organize them in an intuitive, easy-to-use interface.

A good digital planner should give you enough space to write down your ideas without making it look cluttered or confusing. It should also use smart links that let you quickly jump from one section to another and from one page to another.

What are different types of planners?

The paper planner it’s as old as time. And maybe you’re tired of dragging around a pocket-sized notebook and pen, or perhaps you just don’t have time to write everything down. That’s where digital planners come in—they help us track our lives, organize our work tasks and meetings, and even help us take better notes at the speed of light.

Whether you want to take better meeting notes, track your life and work tasks, or write better project notes, you’ll find a planner for you.

You can also use goodnotes templates to turn the iPad into your best bullet journal!

Teams can use the projects planner to write handwritten project notes and collaborate on them with the colleagues or partners.

Learning more about digital planning

Check my Training area with digital planning tutorials and walk-through videos