It might be gloomy outside, but I bring you cheering news: the new Evernote planners are here. What’s more, they’re now much easier to use. The planners are smartly designed templates that help you organise yourself daily, weekly, monthly, and annually. Unlike the old templates, it’s simple to change the format to suit your purposes.
In this post, I’ll talk you through the process of creating a monthly planner for tweeting. One of my resolutions for 2018 was to maintain a stronger social media presence for my publishing press, Victorian Secrets. By pondering the content in advance, I can simply follow a plan, rather than wondering what on earth to tweet about.
Here’s what you need to do in 5 steps:
1) Go to the Evernote Planners page
Choose the format and the color. I’m going for the Monthly Planner.
2) Click Save to Evernote in the top right-hand corner
You’ll need to sign in, if you’ve not already done so.
3) Now choose where you want to save the template
You could either pop it in your Inbox and move it later, or create a special notebook for planners. I have one called ‘Planning VS’ so it doesn’t get jumbled up with my other stuff.
You’ll be taken to your template and the fun can begin.
4) Start formatting your planner.
As it’s designed using a table, you’re free to adjust the size and colour of the cells and columns. Click the triangle to see the options. To select multiple cells, rows, or columns, hold down the Ctrl key while using your mouse.
If, for example, you don’t plan to work on your project over the weekend, you could delete the entire Saturday and Sunday columns, thereby giving yourself more space for weekdays.
For further instructions on formatting and adjusting the layout, take a look at this video:
5) Add content to your planner
In my example, I’m adding important nineteenth-century anniversaries that I’ll tweet about. Along with the text, I can hyperlink either to other content in Evernote, or to a webpage. To get a link to another note, right-click on it and choose Copy Internal Link from the pop-up menu. In your planner, select the text you want to hyperlink, press Ctrl+K, then paste your link. Now I can quickly get more information when I’m composing my tweet.
You can also add images for some visual stimulus. Here I’ve added a particularly imperious photo of Queen Victoria, and adding some regal colouring.
Tips & Tricks
If you’re using the annual planner and would prefer separate notes for each month, you can select a table by clicking the icon in the top left-hand corner (you’ll then see a darker green border).
Now press Ctrl+C and then paste it into a new note. Repeat. Prefix each note with a number (1 for January, 2 for February, etc) to ensure that they appear in the correct order.
Just in case you get carried away with formatting, save a clean copy of the template in Evernote. Then it’s easy to start afresh.
All the usual Evernote features apply in the template. You can set reminders, share them with other people, and access them from all of your devices. Of course, it’s a bit fiddly on a smartphone. Make sure you rotate your screen to landscape mode, then it’ll be more usable.
For easy access to your planner, add a shortcut by clicking and dragging the note to your Shortcuts bar.
These planners are suitable for all sorts of projects. I’ve used them in the past to plan my reading by hyperlinking from individual dates to the PDF of a journal article.
I’m also setting them up for the writing retreats that I run. For each event, I flag the key dates, such as when registration opens, the deadline, and the various points at which I contact attendees. I could do this in my Google calendar, but I prefer to focus on just one event.
Do please let me know how you’re using the planners.