Using Evernote as a Daily Planner: Efficient Task Management Guide

Evernote has long been a popular app for note-taking, organizing ideas, and storing essential information. However, its versatility extends beyond just note-taking; Evernote can be an effective daily planner, helping users to keep track of their schedules, tasks, and goals. Its flexible design and numerous features make it an ideal tool for planning, allowing individuals to manage their personal and professional lives with ease.

One of the key advantages of using Evernote as a daily planner is its accessibility. The app can seamlessly sync across all devices, ensuring that users always have up-to-date information at their fingertips. This cross-platform functionality allows people to check their plans, appointments, and to-do lists online and offline, whether they are working on a computer, tablet, or mobile phone.

In order to make the most of Evernote’s planning capabilities, users can tailor the app to their needs by creating notebooks for different aspects of their life, such as work, health, or personal projects. They can also set up reminders, utilize tags for easy organization, and even collaborate with others on shared notes and tasks, further enhancing the app’s utility as a planner. With dedicated planning strategies and the flexibility to adapt to individual needs, Evernote can transform the way people manage their daily lives.

Getting Started with Evernote as a Daily Planner

Understanding the Basics

Evernote is a versatile tool that can be used on various devices like smartphones, tablets, and computers for note-taking, organizing ideas, and managing tasks. It’s an efficient, confident, and knowledgeable way to plan your daily activities and stay organized. Let’s explore the basics of using Evernote as a daily planner.

To start using Evernote as a daily planner, you’ll want to have the app installed on your preferred device(s). Create an account, if you haven’t yet, and sign in. Once signed in, familiarize yourself with the app’s interface. The main areas you’ll interact with are notes, notebooks, and tags. Notes store your text, images, and attachments, while notebooks help you organize notes and tags to add context or categorize them.

Evernote offers both free and premium plans, with different features and storage limits. The free plan should suffice for most users looking for a daily planner. However, you may consider upgrading to a premium plan if you require additional features like more storage, offline access, or collaboration tools. Now that you understand the basics, let’s move on to creating your first notebook.

Creating Your First Notebook

Creating a notebook in Evernote is the first step in setting up your daily planner. Notebooks are used to organize your notes, tasks, and ideas in one place. Here’s a clear and straightforward way to create a notebook for your daily planner:

  1. Open Evernote and navigate to the “Notebooks” section.
  2. Click on the “+” or “New Notebook” button, depending on your device.
  3. Give your new notebook a descriptive name, such as “Daily Planner” or “My Schedule.”
  4. Choose between a private or shared notebook. For a daily planner, a private notebook is recommended.
  5. Click “Create” or “Save” to finish creating your notebook.

Now that you’ve set up your first notebook, you can start adding notes, tasks, and reminders for your daily planning. You can organize your notes by date, priority, or categories, and use tags to easily retrieve information. Exploit Evernote’s rich formatting options, like bold text, bullet points, and tables, to make your planner visually appealing and easy to navigate.

In conclusion, Evernote is an effective tool for transforming your daily planning and keeping your life organized. By understanding the basics and creating a dedicated notebook, you’re taking the first steps towards a more organized and efficient daily routine.

Creating Your Daily Plan

Organizing Tasks and Appointments

Using Evernote as a daily planner helps you organize your tasks and appointments efficiently. Start by creating a note for each day and label it with the date. In each note, you can add a list of tasks and appointments, set reminders, and even attach related files.

To organize your tasks effectively, use bullet points or checkboxes. For example:

  • Task 1
  • Task 2
  • Appointment at 3 PM
  • Pick up groceries

This way, you can easily check off completed tasks and stay on track with your daily goals.

Using Tables and Calendars

Evernote offers the ability to create tables within your notes. Creating tables can help you keep track of your appointments and goals in an easy-to-read format. To create a table, simply click on the “table” icon in the note editor and select the desired number of rows and columns.

For example, you can create a table displaying your weekly appointments with the days of the week as column headers:

Monday Tuesday Wednesday Thursday Friday
Dentist Meeting Yoga Lunch Date Night

You can also use tables to create a simple calendar view, making it easy to visualize your appointments and important dates.

Creating Custom To-Do Lists

Evernote’s versatility allows you to create custom to-do lists tailored to your needs. This can be particularly helpful for goal setting and keeping track of progress. You can design templates specifically for your daily, weekly, or monthly planning, ensuring all essential tasks are organized and accounted for.

For instance, you might create a template for your daily plan consisting of sections like:

  • Morning Routine
  • Work Tasks
  • Personal Errands
  • Evening Activities

In each section, list important tasks or appointments and check them off as they’re completed. By categorizing your tasks, you can maintain a clear overview of your day and stay focused on your priorities.

Using Evernote for Personal and Work Life

Evernote is a versatile tool that can help you stay organized and improve productivity in both your personal and professional life. From journaling to meetings, school projects, habit tracking, and travel, Evernote can be your go-to app for staying on top of your daily tasks and long-term goals.

Journaling is a valuable practice for self-reflection and personal growth. With Evernote, you can create a dedicated notebook for journal entries and easily organize your thoughts by tagging them with relevant keywords. You can also add images and audio recordings to your entries, making your digital journal a multimedia experience.

When it comes to managing meetings, Evernote can be a lifesaver. You can create separate notebooks for each project or team, allowing you to organize meeting agendas, notes, and follow-up tasks with ease. In addition, Evernote’s collaboration features make it simple for meeting participants to contribute their input and collaborate in real-time.

For students, Evernote can be the ideal tool for tracking assignments, creating study materials, and organizing class notes. With the ability to create separate notebooks for each course, it’s easy for students to stay organized and ensure they have all the necessary information for each class. Plus, Evernote’s search functionality makes it a breeze to find specific notes or documents when needed.

Evernote can also play a crucial role in habit tracking. By creating a dedicated notebook or note for tracking daily habits, you can easily monitor your progress and hold yourself accountable. You can also set reminders to nudge yourself to complete certain habits, ensuring that you stay on track.

Travel planning is another area where Evernote shines. With its ability to store everything from flight itineraries, hotel reservations, and must-see sights to language phrases and currency conversion rates, Evernote can be your all-in-one travel planner. Plus, with Evernote’s offline capabilities, you can access your travel notes and information, even if you don’t have internet access.

In conclusion, Evernote serves as an invaluable tool for organizing and enhancing your personal and professional life. By leveraging its features for journaling, meetings, school, habit tracking, and travel, you can greatly improve your daily productivity and long-term success.

Maximizing Productivity and Organization

Evernote is a powerful note-taking app that can also be an invaluable daily planner, offering features to help enhance productivity and organization. By incorporating Evernote into your routine, you can streamline tasks and simplify the way you manage your schedules and milestones.

Planning with Evernote

To begin, create a weekly planner in Evernote to keep track of your goals, tasks, and commitments. Customize your template to include all relevant sections such as work, personal, health, and hobbies. By planning your week in advance, you can allocate time effectively, set realistic expectations, and prioritize what truly matters.

Organizing with Tags and Notebooks

Effectively using Evernote’s organization tools, like notebooks and tags, is crucial for maximizing productivity. Group related notes into dedicated notebooks, such as “Work Projects” or “Personal Goals.” Additionally, use tags to categorize your tasks and milestones. To ensure relevant information is easily accessible, establish a consistent tagging system.

Set and Track Milestones

Break larger goals into manageable milestones, assigning deadlines to keep yourself accountable. In Evernote, you can create a dedicated note for each milestone, listing the necessary steps to reach it. To monitor your progress, add checkboxes next to each task. As you complete tasks, check them off and update your milestones accordingly.

Quick Access with Shortcuts

Evernote’s shortcuts feature allows you to add frequently-accessed notes or notebooks for quick reference. By adding your weekly planner and important milestones to your shortcuts, you maintain easy access to your priorities, boosting your efficiency.

Planning in Evernote: A Summary

Steps Description
1. Create a Weekly Planner Customize a template to plan your week, including goals, tasks, and commitments.
2. Organize with Tags/Notebooks Group notes into dedicated notebooks and use tags consistently
3. Set and Track Milestones Break goals into milestones, assign deadlines, and track progress with checkboxes.
4. Use Shortcuts Add important notes and notebooks to shortcuts for quick access to your priorities and daily planner.

By implementing these strategies, you can harness the full potential of Evernote as a daily planner and unlock new levels of productivity and organization.

Evernote’s Advanced Features

Evernote is a powerful daily planner tool that offers a range of advanced features, making it easier for you to stay organized and accomplish tasks.

Integration with Other Tools and Platforms

Evernote seamlessly integrates with various other tools and platforms to streamline your daily planning. For instance, it can save images and audio recordings to your notes, allowing you to keep visual information and voice memos in your planner. Furthermore, Evernote can be integrated with popular tools such as Google Calendar, Todoist, and Trello for optimal task management and productivity.

Evernote Premium for Enhanced Experience

Upgrading to Evernote Premium provides additional advanced features to improve your daily planning experience. You get access to enhanced search options, which make it easier to find the exact note or information you’re looking for. Evernote Premium also allows you to create ‘Stacks,’ groups of notebooks, leading to better organization.

Benefits of Evernote Premium:

  • Access notes offline
  • Enhanced search options
  • Greater storage capacity
  • Priority customer support

Going premium also offers higher storage capacity for your notes and the ability to access your planner offline so that you can always stay on top of your tasks.

In summary, Evernote’s advanced features, smooth integration, and the added benefits of Evernote Premium can make it a powerful daily planner tool to help you manage your life effectively and efficiently.

Using Templates for Various Purposes

Evernote is a versatile tool that can be utilized as a daily planner for various purposes. As part of its features, it offers the ability to create and use templates to simplify and organize your planning process.

One significant use of Evernote templates is maintaining a journal. With a custom journal template, you can easily track your thoughts, feelings, and daily events. It helps you stay consistent with your journaling habit and review your entries over time.

For business enthusiasts, Evernote can serve as a platform to create and manage a business plan. By using a well-structured template, you can outline your goals, strategies, and financial projections. This allows you to track your progress and ensure that you’re on the right path to success.

When it comes to event organization, Evernote templates are perfect for managing a party planning checklist. A party planning template helps you track all the necessary tasks, such as guest lists, invitations, decorations, and catering in an organized and accessible manner.

Incorporating a weekly review template in Evernote enables you to evaluate your accomplishments, identify areas for improvement, and plan for the upcoming week. This template allows you to have a clear and concise overview of your personal or professional tasks.

Evernote is also a valuable tool for conducting effective brainstorming sessions. You can create templates to organize your thoughts, ideas, and research findings in a systematic and visual manner. This makes it easy to review and share your ideas with others.

In the era of digital marketing, maintaining a social media calendar is essential for businesses and individuals alike. Evernote templates can help you develop a comprehensive calendar to plan and track your social media activities, ensuring consistency and effectiveness in your online presence.

Use Case Template Components
Journal Date, Title, Thoughts, Daily Events, Gratitude
Business Plan Objectives, Strategies, Financial Projections, Market Analysis, Monitoring Progress
Party Planning Guest List, Invitations, Decorations, Catering, Budget, Timeline
Weekly Review Accomplishments, Areas for Improvement, Goals for the Following Week
Brainstorming Session Ideas, Research Findings, Visual Aids, Discussion Points, Next Steps
Social Media Calendar Content, Posting Date and Time, Platform, Engagement Metrics, Analytics

By harnessing the power of Evernote templates for various purposes, you can streamline your daily planning process and increase your productivity.

Evernote on Different Devices and Platforms

Evernote seamlessly integrates with various devices and platforms, making it an ideal tool for daily planning. The app is available on iOS and Android mobile devices, including iPhones, iPads, and Android tablets. This cross-platform availability ensures users can access their notes and plans from any device.

The interface of Evernote is intuitively designed and easy to use, which makes taking notes and managing them efficient. With features such as tagging, notebooks organization, and a powerful search engine, users can quickly find information stored within their planner.

Evernote’s syncing capabilities allow notes to be available across multiple devices and platforms. This means that you can view and edit your daily planner from your iPhone or Android smartphone and then continue using it on your iPad or Windows laptop later on.

In addition to mobile devices, Evernote also has a web version that allows users to work on their planner from any browser, further increasing its versatility. This feature eliminates the need for traditional desktop applications like Microsoft Word or Google Docs, as users can take and manage their notes directly within Evernote.

Evernote also has integrations with several productivity apps like Notion and Todoist, enabling users to streamline their tasks between different platforms. This makes it easy to incorporate daily planning activities into a holistic productivity system.

Lastly, Evernote offers three subscription plans: free, premium, and business. The free plan is suitable for individual users seeking basic note-taking and planning features, while the premium and business plans offer enhanced features that cater to more advanced users and teams.

Platform Device Functionality
iOS iPhone, iPad Full app functionality
Android Smartphone, Tablet Full app functionality
Web Browser Access and edit notes
Integrations Notion, Todoist Streamline productivity

In conclusion, Evernote’s cross-platform availability, powerful note-taking features, and seamless synchronization capabilities make it a reliable and practical tool for daily planning on various devices and platforms.

Tips for Efficient Note Management

Using Evernote as a daily planner can be a game-changer for organizing your tasks and improving overall productivity. The key to making the most of Evernote lies in efficient note management. Here are a few tips to help you optimize your note-taking experience.

First, creating separate notes for different topics or projects will allow you to maintain a clear and logical structure. This makes it easier for you to locate specific information when you need to refer back to it later. For instance, if you’re working on a project with multiple stages, create a separate note for each stage so that you can focus only on the relevant information.

Organizing your notes into collections, also known as notebooks in Evernote, is another effective way to enhance productivity and convenience. You can create notebooks for specific subjects or categories, such as work tasks, personal to-dos, or project ideas. By categorizing your notes into notebooks, you enable efficient access to your information and simplify your navigation process.

Execution is a crucial aspect when it comes to daily planning. Enhance your execution strategy by utilizing Evernote’s reminder feature, which allows you to set a specific date and time for task completion. You can also add checkboxes within your notes to keep track of your progress and ensure that your tasks are being executed as planned.

Integrating Evernote into your daily routine can lead to an increase in productivity. To achieve this, consider taking advantage of the app’s search functionality to quickly locate your notes. Additionally, use tags to label and categorize your notes, making it even easier to locate and access them later.

Lastly, remember that convenience is an essential factor in maintaining a daily planner. Evernote offers a user-friendly interface that is compatible with various devices, ensuring that you can access, edit, and share your notes from anywhere. The convenience factor only adds further value to your note-taking experience, helping you stay on top of your tasks and projects with ease.

In summary, using Evernote as a daily planner involves efficient note management through the organization of separate notes and collections, an effective execution strategy, maximizing productivity, and enjoying the convenience it offers. By incorporating these strategies into your routine, you’ll find that managing your tasks and responsibilities will become more seamless and time-efficient.


Incorporating Evernote into your daily routine can greatly improve your organizational skills, time management, and overall productivity. Its features such as note-taking, checklists, and calendar integration allow users to easily plan and structure their day. By utilizing Evernote as a daily planner, users can efficiently manage tasks, set reminders, and access their information from any device.

Evernote’s customizability makes it a versatile tool for various lifestyles and professions. Whether you are a student, professional, or just looking to improve your daily organization, Evernote offers a wide range of features to cater to your specific needs. Its search function, tagging, and notebook organization ensure quick and easy access to your important data.

One key aspect of using Evernote effectively is developing a consistent habit of inputting and updating your daily tasks and calendar events. As you continue to refine your usage of Evernote, it becomes increasingly simpler to adapt and customize the app for your specific needs. While there may be a learning curve in the beginning, the long-term benefits of using Evernote as a daily planner are worth the effort.

In conclusion, integrating Evernote into your daily planning routine can provide numerous benefits in terms of increased organization and better time management. Its flexibility and range of functionalities make it a valuable asset for anyone looking to take control of their daily tasks and responsibilities.