To-Do Planner

What is the benefit of Planning?

I’ve noticed that sometimes, to develop good self-management skills, you need to start small. In fact, any effective management of your time and achieving good results comes down to:

• Setting the right tasks.
• Storing tasks in a convenient and easily accessible environment.
• Completing and tracking progress.
• Updating statuses.

So, before diving into more complex systems that you can find in my other Templates, I recommend trying out this free template first. If you wish, you can purchase it for any amount you specify on the payment page.

How to work with the Template?

As I mentioned earlier, this template is a very simple version for working with everyday plans and tasks. However, if you organize your work properly, you can easily work on various projects, both personal and work-related.

The template contains 2 key databases:

• Daily Plans
• Tasks

How do I recommend working with this template? For demonstration, I’ve created several pre-configured template pages. Let’s imagine that these are your projects or any other activity (Plans), within which you will group tasks that we will create a bit later.

Creating a Plan:

1. Before creating a page in the “Plans” database, choose the specific type of project to which this page will belong. I will choose “Personal” as an example. Create your own pages and select them before creating a plan. You can simply duplicate any existing template page for this.
2. Thanks to the configured automation, the Date will be assigned to this plan automatically.
3. Keep the other columns empty for now; they will be filled automatically once you start working.

Creating Tasks:

1. Go inside the plan you created. You will see the following page.
2. Start creating tasks. The task date will be automatically pulled in and will match the plan’s date. However, you can always create a new “Date” property and add specific deadlines for tasks yourself. Since this is a daily planner, it is designed to track “today’s” tasks.
3. Leave comments and links as needed.
4. Click on “Done” when you complete the task.

What automations and formulas are set up:

1. You can create as many tasks in the plan for the day as you need. Initially, the status of your plan will be “Not Started,” but when you mark any task as “Done,” the status of the plan will automatically change to “In Progress”.
2. The progress of the Plan is tracked using a progress bar, which is calculated automatically by comparing the number of completed tasks with the total number of tasks in this plan.
   
3. When the progress of the Plan reaches 100%, you can click the “Done” button in the plan, and the status will automatically change to “Completed”.

What is the Database Page for?

The database page stores the two previously mentioned databases and acts as an archive for all your plans and tasks. Do not delete these pages, as you will lose this template.

How to work with the “Quick Note” button?

This button is primarily designed for convenience when using the template on mobile devices, but it can also be useful when used on other devices.

When you click the button, a new task will be created and open in the center of the screen. Fill in all the data and link this new task to any plan or create a new plan.

Structure your To-Dos to eliminate chaos and speed up their completion.

Get this Template now and boost your productivity!