Write better work notes organized by date or in clients' folders

Pick from the two PLUG-IN & PLAY work planning templates for iPad. For people leaders and business owners who use the iPad at work!

Import the 2021 Meetings Book or the 520 People Book PLUG-IN & PLAY iPad templates inside the Noteshelf or Goodnotes 5 app to:

  • write meeting notes (ordered by date or client)

  • take private notes about your people and their progress (team or clients)

  • write projects notes and track the progress

meeting notes work book digital planner

To enjoy your planners, you'll need to install a note-taking app like Goodnotes or Noteshelf (priced around $12) and have an Apple Pencil to take your hand notes.
I know tech stuff feels scary, so I'll hand you a step-by-step written guide on downloading and installing the planners.

2021 meeting planner goodnotes

If your mind is full of CLUTTER you can make mistakes, delay decisions, and lose people's trust.

What if I tell you that YOU CAN:

  • clean up your mind and braindump your thoughts on your iPad any time of the day?

  • write your work notes in a structured way, so you know what-to-do and what to delegate?

  • have your handwritten notes searchable and easy to find on your iPad?

  • write meeting notes and organized them by the client, so you can always see what you've discussed last time?

  • keep private notes about the people you work with and their projects or tasks?

If you have an iPad (and an Apple Pencil), check these two paperless notebooks to outline your tasks, take better meeting notes and write private notes about your people.

Is it for you?

Although I'd love everyone to try any of my digital WORK Planners, they are actually FOR YOU IF you run at least one business, have at least 5-10 meetings or calls every week, or need a space to track your team, clients and projects.

meeting-notes-digital-planner

Which of the two templates fits your daily work routine...

...to capture meeting notes, clients and project details

They're NOT apps! They're multi-page PDF TEMPLATES with hyperlinks. To use them you'll need the Noteshelf or Goodnotes 5 app installed on your iPad.

comparison-chart-digital-planners-for-work

Or, watch these videos with each notebook:

The 2021 Meetings Book is best to use when you have up to 10 daily meetings and want them organized by date. You can use it for face-to-face meetings, Skype calls, Zoom lectures, webinars.. It's dated for 2021, so you can use it daily, between Jan. - Dec. 2021.

From Nov. 2021, the 2022 version will become available too!

The 520 People Book is the place to store up to 520 people's profiles, projects, meetings, and notes. Use it to write private notes about the people you work with, like your partners, team members, affiliates, customers, or patients. It's NOT dated so you can duplicate and use it for years to come.

2021 digital planner goodnotes

But, if you're new to digital planning, you definitely should know that:

  • It ONLY works on iPad (with Apple Pencil)

  • It ONLY works with Goodnotes, Noteshelf apps (they cost around $9-$12)

  • It does NOT sync with Google Calendar

  • It does NOT Sync with Outlook Calendar

  • It does NOT send reminders

Customers are talking about it...

The WORK Planners are now available when you join the VAULT for only...

$497 $97/year

*To get started you WILL NEED: an iPad (and an Apple Pencil) + a paid annotations app (like Goodnotes, Noteshelf). After placing your order you will get instant access to the chosen notebook in PDF format for both landscape and horizontal view.

Learn more about the Paperless Notebooks for iPad

Digital planners are ready to use PDF files (with/without hyperlinks) or JPEG images (use them to build a digital planner yourself) imported into a note-taking app like Noteshelf or GoodNotes. You can use it on any tablet that you can write on, but the iPad Pro + Apple Pencil combo is the most loved by far.

The winning digital planners are PDF templates designed to plug in and play inside PDF annotation apps such as Noteshelf, or GoodNotes (available for iOS devices) and XODO PDF (for Android devices). They also include convenient indexes with super-smart hyperlinks to navigate to any date, week, or month, and other sections in your planner.
The best digital planners must be small-sized PDF files (less than 8 MB), high-quality layout, and intuitive navigation.

2022 Digital Planners work with any app that supports PDF annotations. Noteshelf, Goodnotes, and Notability offer the best handwriting experience for digital planning, but these are for iOS only. For Android, you can try XODO PDF, yet the experience is not the best.

You will get mini-video tutorials for beginners, once you join the VAULT. If you want to see those videos today, you can claim your 7-day free access here.

You can, but an iPad digital planner it’s not that iPhone friendly. If you are using Goodnotes or Noteshelf, you can sync the digital planner across devices using iCloud. But writing on it on the phone can be a bit painful since the design is not adaptable (in the end, the planner is a PDF file designed for iPad), so your page’s content will not be super visible.
In the future, I am planning to create digital planners for iPhone only.

You can use Noteshelf, or Goodnotes 5 for iOS. I have chosen Noteshelf, just like many of my clients.
Here’s what one of my clients said:
“I started off using Noteshelf initially before ever using Goodnotes. Neither app is perfect but there are three things I like better about Noteshelf: 1) the ability to lock down an image layer for inserted planner widgets. I can erase writing and move stickers around without moving the base image. 2) I can copy the setup (highlighter, text, stickers) that I want on each page and paste to another and it will place it in the EXACT same location without realignment which is time consuming in Goodnotes and 3) squared off highlighter. I dislike Goodnotes’ rounded highlighter.
AND….I almost forgot to mention one of my favorite features! You can save numerous fonts and text styles as favorites so that you can easily change between them. I have thirteen favorites. Goodnotes does not handle text well.”

To access your digital file(s) login on your VAULT account on a browser using your iPad. Then, locate the planner you need, click its Download link, and it will open inside a browser. Tap the Share icon and Save to files. This way, the digital planner will download in On My iPad / Downloads folder.
Then you open the app and import the planner from the Downloads folder.

After you have downloaded the digital planner in the On My iPad / Downloads folder, go and open the app and import the planner from the Downloads folder using the add new functions:
– in Goodnotes tap: New+ > Import
– in Noteshelf tap: + > Import Document 

You will get mini-video tutorials for beginners, once you join the VAULT. If you want to see those videos today, you can claim your 7-day free access here.

Once you have downloaded the planner on your iPad, you won’t need Wi-Fi to use it.
However, if you are using the iCloud to sync across devices, the planner will only sync when you have a Wi-Fi connection.

With every 2022 digital planner, you have access to:
– Sunday Start calendar planners that use a standard time
– Monday Start calendar planners that use a military clock
So when you download the digital planner from the VAULT, just pick between the two options.

You must be in the viewing mode to use the hyperlinks and switch to editing mode when you want to write. There is a pen icon inside a circle in the top right corner of the navigation that you need to tap to switch between the two modes.

You will get mini-video tutorials for beginners, once you join the VAULT. If you want to see those videos today, you can claim your 7-day free access here.

Yes, all 2022 digital planners have tutorial pages included. You will learn how to navigate the planner with hyperlinks, how to fill in the pages, and how to contact me. Just open your 2022 digital planner, go to EXTRA section and look for the "Tutorial" chapter.

All 2022 digital planners use a smart system of hyperlinks:
the main VERTICAL navigation – placed on the right side of the screen ON ALL PAGES, allows you to access the Calendar, 2022 Outline, EXTRA section (with 150+ templates), all twelve Monthly pages, and 7 built-in color notebooks.
the secondary HORIZONTAL navigation – placed on the top right of the screen ON DATED PAGES ONLY, allows you navigate between inter-connected dated pages (eg: connects the same day’s: daily planning page, daily notes page, and daily work notes page)
the yearly calendar page – also has links to any weekly or daily planning page inside the planner
the monthly planning pages – have links to weekly or daily planning page from that month
the weekly planning pages – have links to all seven daily planning, daily journaling, and daily meeting notes pages from that week
the monthly habits and workout trackers – have links to planning weeks and days from that month
the weekly meal plan pages – have links to all seven daily planning pages from that week

And there are a few more. You can watch the 2022 Outline Planner walk-through here.

You will also get mini-video tutorials, once you join the VAULT. If you want to see those videos today, you can claim your 7-day free access here.

Inside a digital planner, you can always duplicate the monthly planning pages to track different subjects. The vertical navigation’s monthly tabs will still get you to the 1st planning page of that month. Then you can flip the page to see the extra monthly page too.
Another thought will be to fit all activities inside one monthly calendar page and use color codes to differentiate them.

You can, but be careful what you delete since it will also delete the hyperlinks to those pages. Meal Plans or Monthly trackers can be deleted. However, you can’t undo it once deleted.
I suggest to duplicate the planner and try to delete these pages from the clone version first. If you like the result, you can then implement this action inside the original digital planner too.

You will get mini-video tutorials for beginners, once you join the VAULT. If you want to see those videos today, you can claim your 7-day free access here.

In Goodnotes 5 or Noteshelf you can move pages by drag and dropping their thumbnails. However, the planner has too many pages, so I recommend to copy a page (or template) and place it in a new location inside the planner.

You will get mini-video tutorials for beginners, once you join the VAULT. If you want to see those videos today, you can claim your 7-day free access here.

If you need a meeting notes template, go to the EXTRA templates section, copy a meeting notes page and paste it after the daily work notes page, or where it's convenient for you.

Locking an image is only possible in Noteshelf (at the moment). To do so, tap & hold the image until an editing menu bar will appear. Tap Lock, and you’ve done it.

Sure. Any PDF annotations app has a “Type tool” that you could use. Just import the planner inside your PDF annotations app and start typing.

Yes, in the 2022 digital planner, ALL 365 DAILY PAGES are DATED and inter-connected. So from a weekly page, you can go to the DAILY planning page, or DAILY work page, or DAILY notes page for the same day (eg: Monday, June 23). Plus, using the “heart” or “work” icons you can switch between these inter-linked pages easily.
And YES I have already added day names (eg: Monday) to each dated daily page.

Unfortunately, Notability, Goodnotes, and Noteshelf do not have this feature (so far), but I hope they will soon add this to their apps.
Playing with bookmarks/tags can help you reach another location in your planner. Or, add a note (like “client name”) on the new page and use the search function to find it.

All dated digital planners need to be designed every year.

So, if your yearly membership is active you'll get the new Outline Planner (and other digital notebooks) every year.

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Hi, I am Ralu

the creator of Outline Planner

Listen. I know how it feels to be busy doing mistakes. So I'm creating digital tools to simplify, beat overwhelm and prioritize what matters in our private and work life.

See you inside the VAULT! Much love!