How To Create a Customised PDF Planner for the New Year | Sarah | Skillshare

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How To Create a Customised PDF Planner for the New Year

teacher avatar Sarah, Certified Yoga Teacher & Makeup Artist

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

9 Lessons (45m)
    • 1. Introduction

    • 2. How I Use My 2021 PDF Planner + Ideas

    • 3. Creating the Base Masterslides (Foundation Page)

    • 4. Creating the Monthly Planner (2 Versions)

    • 5. Creating the Weekly Spread

    • 6. Creating the Daily Spread

    • 7. Putting Your Planner Together

    • 8. Adding Notes and Links

    • 9. Exporting your Planner to PDF

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About This Class

In this class, I am going to share with you the way that I create my own customised PDF planner for the new year. After creating many versions of planners and through trial and error, I finally feel like I managed to streamline the process and I am going to share with you my method using Keynote. 

I love to create my own PDF customised planner that I use on a daily basis using Goodnotes on my iPad as it really gives me the freedom to include what I feel is useful and necessary for me to plan my months, weeks and days. It is also really easy to use and saves the trees since no paper is needed! :) 

This class covers

  • Examples of how I use my planner in 2021
  • How to create a masterslide for monthly, weekly and daily spreads
  • How to customise the sections you would like for your own planner
  • How to create hyperlinks in your planner for ease of use
  • How to export the planner to your iPad/tablet for use

I wish you all the best for the new year and I really hope that this class helped! Thank you for joining me.

If you are interested in my other videos, you can check these out: 

How To Set Goals & Actually Achieve Them 

Bullet Journalling for Beginners

How To : Take A Flatlay Photograph & Edit it Using Adobe Photoshop

How To Create Your Own Personal Growth Plan

How To Do a Life Reset and Set Goals for the New Year

Introduction to Yoga for Beginners: 40 Common Yoga Poses

Meet Your Teacher

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Certified Yoga Teacher & Makeup Artist


Hello, I'm Sarah! I am a certified yoga teacher, freelance makeup artist and a self growth enthusiast. I am so glad to be able to learn more and share all my passions with you here!

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1. Introduction: Hi everyone, welcome, and I hope you are well, welcome to the class all about PDF planets. So in this class I will be sharing with you how I personally create a PDF plan for myself. So here you can see the example of the plan I'm going to create width you in the class and this is the app, GoodNotes. So in this class I'll be covering how to create a planner. How to customize the different elements to suit your own personal needs. How to create different monthly spreads, weekly spreads and daily spreads, and how we can put it all together to create a yearly plan it for 2022. And here I'm also showing you how the links websites you can see at the top there are tabs and I'll teach you how we can actually include hyperlinks. So the plan is a lot more sectional and a lot easier for us to get two-thirds selected months. So thank you so much for watching. Let's get started. 2. How I Use My 2021 PDF Planner + Ideas : This is my 2021 planets. I'm just going to show you how I used it. I included a picture at the top, but you don't have to do that, of course. So on the right side here you see my future's page where I wrote down important dates as well as memories that I made within the month, things that I like and enjoyed. And here you can tell that I forgot it was 2021, so I made a mistake there, so I just canceled it by like a section for my goals. The right site was for habits which I didn't really use. So I would change that for the next year. And here you will see my monthly spreads. So for the first three months I actually did individual spreads and I didn't like it, so I only started doing the yearly planets starting from April. So that's how you can see it here. So I tried to be quite disciplined when I fill in my planets. So I try my best to fill in in every single day. But of course sometimes, you know, there will be times where I forget to fill it in, so you'll see some blanks here and there. So here I'm just going to show you my plan and my notes section, for example, I edit a picture on the left is to kinda help me recognize it a little bit better. So this is just really meet brain dumping many things, writing things down, find an exercise in a book that I wanted to take, you know, I want to take part in or try. I will also use the notes section here. So it's something that I really like and I always can always create more pages by clicking at page. So remember, you can always add more pages to the planet without disrupting the hyperlinks that at something really useful as well. And here you see I have my daily spread. So for here, I have my top tree task journal and questions like, you know, what am I grateful fall. And of course, if you don't have enough for the days of the month, you can always add another page by just clicking Add Page, current template. So here I'm just showing you my months. So you can see my calendar is on the right. My goals as was my reflections on the left. You can also add in pages in between your planning sheets. So here I've edited a workout calendar that I had been following from YouTube. So I downloaded the PDF and I edit it in here, so it's easy for me to take it off as I do my journal. And you can also add it in dotted pages, nine pages, blank pages or whatever the GoodNotes have. You can also edit in, and I'm pretty sure other PDF apps will allow you to do that as well. So now I'm going to show you an example of how I actually use my planet. So I will fill in the D or the date in the top section on the left. And then I will focus on my top three tests. So these tasks are basically things that if I get done within the day, I'll be very satisfied and I won't feel like I wasted a day away. So for example, my first toss could be things like to edit the planet class video, right? And then roughly I would take about two hours. So that's I like to have a good time targets. So it allows me to roughly think about how I can actually achieve it and how I can segment my time accordingly. And I like having the, I guess you can see the timeline on the left-hand side. So it's very easy for me to kind of put in where I wanted to do my top three tasks, as well as the other things I guess I have to get done in that day itself. So here you can see at 11 AM, I planned to do my workout. 12 PM is my lunchtime and then at 01:00 PM, 22 PM, I will be doing my editing. And then 3PM to find PM I have a class. So it's very, I'm a very visual peasants. So sometimes I just like to have these two right beside each other and then I can simply plan my day accordingly. So make sure you fill in, you know, your top 33 tasks and then you can do it accordingly. For the meal plan, I think its objectives. So sometimes I do like to plan out my meals, but sometimes I actually have to be honest, I leave it blank. So for example, in breakfast, I can have them some lunch maybe I would like a steak salad, and dinner. I'm going to go out. So it's just a good idea, especially if you're watching the food that you eat. It's always nice to plan it in advance, but of course you can remove it in your own planet. Then I'm going to move on to the right-hand side where I fill in my journaling questions. These are inspired by the five-minutes journal. And the first thing I'll ask is what am I grateful for? Here you see me writing, I'm grateful for my healthy body. I'm grateful for the really sunny weather outside. It's been pouring recently, so do actually have the sunshine in into my room is something that I'm really grateful. And the last thing would be my coffee machine because I use it every single morning and I cannot do without it. On the right-hand side here there's a section that says I am. So this is where usually output in things like affirmations or mantras. Because when I personally feel that when I actually write it down, you'd actually helps me to kind of repeat it in my mind, you know, helps me achieve my goals if you're into that kind of thing as well. Now this section here, what would make today great. Now, this would be, you know, many things to I can add into my day just to make it great, right? So things like self-care. So I definitely want to do my workout. I would like to drink my coffee and read for 30 minutes at least, and maybe do a bit of a yoga stretching at night. So these things I'm not like the important tasks that I have to do, but if I can swap them into my day today, it would make my def feel really accomplish as well as you know, I knew that I take it I took care of myself. So these are the three questions I'll fill in every morning and then I'll fill in the daily pages. And then the other questions, like three amazing things that happened today as it was less than lend or revelations, I feel it in at night. So the daily pages are really free and easy so you can write things like, you know, your thoughts, your ideas, what has been bugging you? What are you excited about? Or even things like, you know, you had a dream and you woke up and you're like, Oh, I just need to write it down somewhere. This is a perfect place for you to do so. So I love to use the daily pages just to kind of write down whatever is on my mind that morning. It doesn't really have to make sense To be honest. It's just kinda getting it out of your brain onto paper. So your grade and your mind feels off a lot more fresh for the D ahead. So now that you have a rough idea of how the planet looks like, let's start to create a new one for the new year. 3. Creating the Base Masterslides (Foundation Page): All right, Hello everybody. So today we're gonna start with building up the base for our PDF planets so you can choose the size of your slides. I like the white 1609 because it fits my iPad a little bit better. But of course any size is fine. And then I'm just going to choose a random design because to be honest, it doesn't really matter considering that we are really going to remove pretty much everything and we're going to start fresh. So as you can see right now, what I'm doing is I'm going to try to delete all the other master slide. So remember, every time we do the base for our PDF planner, we always want to work with master sites so that we don't have to keep repeating whatever we are doing. All right, so now you can see that I only have one blank master slide here, which we are going to work on to create our base. Okay. So now you're going to see me create kind of like the, I guess you can think of it as like the book. So you know, when you open up a planet, There's always like a hardcover or like a leather cover outside the papers, right? So that's what I'm trying to do here. So I like to choose something that's slightly curved there the edges just to kind of mimic like a leather bindings either notebook. And after you've aligned it to the dimensions that you would like. So I really like to fill up as much of the slide as possible with as little whitespace. But of course it's due to personal preference. Again, how big you want your planet look like. And then here you can choose a different backgrounds for your planner. So if you choose something called image fill or advanced image fill, you're going to realize it as certain textures to the payment, to the color, right? So it kinda looks a little bit like leather, so that's why I like to choose it. But of course, again, based on your personal preference so you can definitely play around and just see how the colors work. Like I thought this color does Greene's beautiful, right? So you can play around and see, you know, which color you want to kind of feature in your planet itself. So previous year I focused quite a bit on peachy colors as well as reddish tones and pink tones. So this year I think I'm going to focus a little bit more blue tones. So as you can kinda see, I'm just playing around. You can use the color wheel to kind of just see the colors and choose something that you really, really bike. However, if, let's say the color wheel doesn't work out for you, you feel like no matter where you drag your wheel is not what you want. You can also just feel free to add in a hex code. So what I'm going to show you right now is I'm not going to be using image fill. I will be using a color fill instead. So you're going to take a look at what I'm doing here. So I'm going to choose Color Fill. So this one is just a plain color. You're not really going to see the textures that you do an image field. But if you just want a plain backdrop, that's perfectly fine. You can see here there are many ways for you to choose the colors that you would prefer. Or if you have a particular color that you really, really like. Say for example, there's a color palette that you want to follow. You can go to the red, green, and blue sliders here and you see the hex color, that's where you're going to insert the color code in. So for example, I Google pastel colors and as you can see at the bottom, there's always a code for the color itself. So let's say I like that peachy orange color. I'm going to take the code and I'm going to plop it right here. And voila, you have the color right there. So then again, you can play around. You can google different color palette if you don't like the image fill. But I personally like it because I like the textures, even though I have to admit it's not the most obvious on your planet, but it's just something that I like to do. So I will go into Image bill, and then I will just kind of play around the colors until I find something that I like. There is one thing I wanted to show you here though, and that is when you actually choose as a color scheme like a hex color for the advanced image feel, you're going to realize it doesn't really look like it. The reason is because there's this I edit gray section to the advanced image fill. To be honest, I'm not really sure why. That's something that I'm not I don't really know why it's happening like that as well. So because of that, I decided that, you know, choosing a hex code for a pastel colors don't really work out. And I kind of gave up after a while. So i then they just kind of move my wheel along and choose a color that I preferred. So you can see him just playing along trying to figure out, you know, the color that I like to settle on. So finally, I've settled on this blue color, right? So that's gonna be kinda like the I guess you can see the color of my leather booklet. And I also locked a slide. So as you can see just now, the little x at the top, it just means that I'm blocking this layer down onto the slide. How you do that is you can simply take common L or you can left-click and then lock the layer. Alright, and then now I'm creating the papers. So again, I clicked on the rectangle tool and I made it white in color. Okay. And now I'm just trying to reposition the color. I'm sorry, we positioned the paper to match it to the slide itself. So I want it to look like, you know, you have a leather binder booklet and then you simply open it up and then you have two pages right in front of you. Right. So that's why I'm trying to do now. I'm trying to figure out how do I want my papers to be? Do I want them to be right in the middle or do I want them to be more aligned to the left? So my tabs can be on the right-hand side. So you can kinda just see you. I'm playing around here. For me. I really like to write quite a bit in my plan is, so I really like my papers to be as wide as possible. So you can kinda see I'm trying to really extend my papers as much as I can. And I left quite a bit of space at the top. You're going to realize that because I will be adding tabs to the top. So after a repositioned it to the way I liked it, I will also be locking these two sheets of paper onto my slide-based same thing, clicking on it and press Control L again. And you can kinda see change to this little gray X or gray outline. And then now the next thing is we're going to create the tabs. So again, you have to think about what kind of tabs you would like for your planet before you begin. So for me, I'm simply going to have a 2022 tab and Notes tab, and then the rest would be the months of the year. So that would make 14 tabs. So as you can see now, I'm trying to figure out have color. So I'm just playing around again with the wheel. I don't really have a particular color scheme that I'm looking out for just as long as it's kind of in a general blue kind of like color family. I think I'll be fine. So I was playing around with it here. And then what you wanna do is you kind of want to measure it so that each side of the paper, I will have seven because remember I want a total of seven tabs. And again, I am kinda repositioning the tabs as you can see here. And the guide that, you know the Kino provides is very, very useful to help you figure out whether they are even. So as you can see, I will have seven tabs on one sheet of paper. And then I'm simply going to copy the seven tabs and paste it on the right. So this is me realizing I should have done the other way of copying it. So then I realized my mistake and my folly. And then I kinda went back to do that. So copying and pasting is one of the fastest way as well and to make sure everything is as even as possible. Yeah. So as you can see, I have a total of 14 tabs at the top. Okay, Now what we're gonna do is we want to position it so that the tabs will be appearing behind the payback. Why do you have to do is you have to go to the arrange section right here. Now when I copy the whole thing, it didn't seem to work, so I just had to do them one by one. So yeah, just click it backwards until it goes behind the white rectangle which simulates paper by in front of your leather like backdrop. So this is basically the base of our planet. So this is what we're always going to be seeing. And I'm just going to add in the text for the tabs itself. So you want to click on that button that I press at the right site so that the What's that? The font, the weights will actually appear at the top of your rectangle. And then you can play around with the font that you like. I like heavier dreams. That's what I use for my previous planner last year as well. So I'm just going to stick with that. Yeah. And then you want to update, as you can see, I did that on the right. So that way when you do all the tabs, you don't have to keep changing the text, you don't have to keep changing the font and all that. Everything will be pretty much set. You just need to rearrange the font. So as you can see, I'm always typing it and then I will press that alignment buttons of it. The words go all the way up at the top of the Mini rectangle, which simulates out hat. And of course I'll be doing that for the rest of the months, as you can see here. So the tabs are done. We have 2022, we have note section. And of course we have 12 textbook all the months of 2022. And there we go. So make sure you save it, it's done. So as you can see here, when we click plants, we actually can add in the base slide. So that's how we're going to start off foundation. 4. Creating the Monthly Planner (2 Versions): All right, so now that we've created the base, never going to work on setting up our monthly spreads. So we're going to have 12 of these. But remember, as long as recreated in the master slides in general, we just need to do it once and never going to edit 12 times. Here you're gonna see me at gold ring. So I just wanted to add a little bit more showing like the binded kinda planets. So don't worry, you can find a PNG file of the Rings and in the file section for the class. So this is just something that I actually made using Procreate. So if you actually zoom in, you realize it's actually just two circles and I kind of add it this gold connector in between and I just kinda multiplied it to make it look like rings. It's not the best, but I will provide you with that. So if you want to include it in your panel, feel free to do so. So now that we in our master slides again, always remember we're editing master slides. You're going to add a new page. So as you can see here at Masters might add page and then rename it. So I'm going to name it a monthly. So I'm going to show you two versions in this video. The first one is just going to be a two-page spread, and then the next version will have four pages if you want a little bit more elaboration for your planner. So remember, this is really something that you can customize your own preferences and whatever you want to include. So whatever I'm showing you here is just an example of what I personally like for my monthly spreads. But of course you can definitely, you know, your own questions, you'll end sections, things like that. So now we are starting with a blank monthly spread to fessing I'm going to do is going to add in a text just so that I know what month it is. So again, choosing your own font, choosing the size, you know, sort of layout is really free and easy here. So here you can see that I'm going to add in a section for monthly goals. So personally for me, I love to use my planner to set monthly goals. So that's why I need a specific section just for that. And you also can see that I've changed the font here. So just, this is just me playing around the font to see what looks best in my personal opinion. And then once I've settled on it, I'm going to start creating sections. So for me I think the personal, like personally, I think the easiest way for me to create sections would be using colored loved my colored rectangles. So you're gonna see just in a moment, I'm going to add in a shape. So here I'm going to choose a curved rectangle. I'm pretty sure it as a proper name for it, but this is what I'll be using to kind of segment my planner. So it just gives me a visual guide as to, you know, this sections for goals and that sections for something else. So here I'm going to play with color. I'm going to again use to pick a tool to choose something within the color scheme of that blue. But I'm going to make it lighter. So you can see here I'm playing with the opacity to make it extremely light so that it's not too, it's not too strong and it's going to be just perfect for my eyes to kind of visualize that. That's the section where I'm going to write my goals in. And then it's going to make everything a little bit more. Well, I guess more structured. You can, of course, create tables. You can always do your own format as well. So after we've done the monthly goals, I'm going to copy and paste a rectangle and I just adjusted it to size. I also copy the font and this section here, I'm going to name it. I think this is what I wanted. Full quote. Yeah. So again, please feel free to must changes up whichever way you prefer. And then again, I copied and pasted. Remember copying and pasting is one of the easiest way to keep everything the same. So like the same color and you can always adjust the size accordingly. So here I have questions I want when well, what have I, what did I learn? So it's more of like a quick reflection that I will do at the end of every month. And then here you're gonna see me create the calendar. So we only have one page for the calendar would just not a lot of space. So here you can opt for a really long table, as you can see here, where you have the days horizontally and then the five weeks vertically. But then after that I realized it's not really a good signs for me to fit everything that I want into these boxes. So I'm going to change your orientation again. So again, it's really personal to you as to how you want your calendar to look like. So this version I'm showing you just because it's on two pages, we're going to fit the entire calendar on one page. The second version I'm going to show you, you're going to see to count as being spread out a little bit more. So that is a great option if you want a little bit more space for you to run the important dates, the events, and things like that in your calendar. So it depends on how you want to use it. And here you can just see me changing the colors playing around so you can't have alternative role colors just so you can structure your table a little bit better. Personally for me, I don't really like that, so I'm actually going to remove it and I'm also going to make the lines as thin as possible. So you can see here I'm reducing it to 0.25. So after moving the colors now we're just going to put the days. So here you can see me just kind of playing around with the font again, try to figure out what looks good visually for me. So I decided to put my days on the left-hand side. So here I chose to horizontal way of putting the days. If you want to choose vertical, they can just simply click on the right section is his political text. There we go. This is the first version of our monthly planet where everything is just one page. So everything that you need is on that specific page. Now I'm going to show you another version which is what I actually incorporate that into final planner where I split up the monthly spread into two pages. So I decided that I don't really want my calendar to be so squished onto one page. So what I did was I kinda manipulated my section, so I squeezed the monthly goals and the quotes towards the left. And then I kinda expanded my calendar is just about maybe a cause 1.5 pages. So that gives me a lot more space for each day for me to add in the necessary events, memories, or important dates or things like that. So you can just see here I'm kind of rearranging it so that I have all days horizontally and then vertically would be the five weeks. And then for the second page, I decided to make my reflection page just a little bit widened as well, so I have more space for me to reflect on. So here you can just see me readjusting the rectangles to decide that I want. And then copying and pasting again just so it's as uniform as possible. On the right, you're going to realize that actually have a table. I actually changed that because I tried to create a table for habit tracking and I really didn't find a way that I liked it. So what I figured out I'll do is I would create a horizontal one, like a one row horizontal table for me to try every specific habit as you can see right here. So I'm going to maybe put about six habits, seven and early, right? So I don't really want to try too many habits personally for me because I feel that I don't really carry through. And I also decided that instead of just having read blank spaces, I decided to put the days in the number of days. So I chose a light, blue as light as possible. So I just wanted to be slightly visible but not too much. And then what I'll do is as the days go by, if I did the habit, I'll just cross out the boxes. So then now you're going to see me put the numbers, but please remember to update. So as you can see on the right side, click Update, and that way you don't have to keep repeating the style, the color, and the font size for the entire table. So now I'm just gonna put the day. So you can see I'm putting 1, 2, 3, and so on. And then what I have to do after that is I just have to copy and paste this particular table down for the rest of the habit trackers. But remember you don't have to put the days if you don't want to. And they go. 5. Creating the Weekly Spread: Now we're going to make our weekly planet. So same thing, go into master slides, add a new slide renaming weekly. So this one is something that we're going to do for every week. So again, feel free to manipulate it the way that you feel will be most useful for you. Now are just basically copy the rectangle as it was defined from the multi-page. And I put it right here. So right here I'm going to have weekly goals as well as a note section for myself and on the right-hand side. So it really depends on what is important for you. So for me, I do meal prep and quite a bit when it comes to, um, you know, my day-to-day life. So I like to actually plan out my meals at the beginning of the week. So this is why I decided that for the right side of my weekly review, I want to include a meal prep plan. Now, of course, this is very subjective. It really depends on what is important for you guys, right? So that's why appear planner so useful, you can really make whatever it's important in your planning right there for you. So here I'm just showing you an example of how I would do my meal prep. Kind of like layout. So I'm just going to leave a line and for different dy's. So then I'll just write down, you know, what's my main meal? Because to be honest, and the kind of person that can roughly eat those same thing for lunch and dinner. So that's what I plan to do. And I decided to shift my notes section onto the right side and make it just a little bit smaller so I can include a checklist on the left-hand side. So I think showing you how to do a checklist is quite useful. So it's actually just manipulating the shapes. So as you can see here at the bottom left-hand corner, I'm going to include a shape. So I'm going to include a circle. And I will just create an outline out of it, again using the same color scheme of the blue. And then I'm going to extend a line behind it. So it really depends on how you want to use this checklist. Like for me, I always like to remember things like laundry. Did I cleared a trash? Did I vacuum the house? Did I water the plants? So this is a good area for you to include if you feel like that's going to be beneficial for you and your organization of your time and your week. So again, just copying pasting, just making a few. Of course, if you haven't longer checklists, you can always decrease the size and always add more. So there we go. That's my example of a weekly planning page where I will insert for every week in my planner. 6. Creating the Daily Spread: And of course we have the last one, which is the daily page. Now this one you really do need to think quite thoroughly about because it's something that you're going to be seeing the entire year. So as you can see, I'm just adding in a calendar kind of picture. I would include that into files as well. And as a little cool trigger, you can remove the background of the image by clicking on the LFO, which I showed on the screen. Just snap. When you click that instant L fine, you click on the background of the image. The background of the image actually disappears, so it kind of becomes a little bit transparent here. And then therefore you can kind of move your image around. So it's a really cool trick that they actually have on keynotes, a definitely try that one out. And here you can see that I'm including kind of like a timeline for myself because I really like to know, you know, at Southern timings what I actually have to do. So I basically use like a very simple table for me to actually achieve that. As you can see here, I tried making different formats before not using like a different kind of timeline and I find it to be very confusing. So I thought the table, puzzlingly for me is the most straightforward way to do so. And again, I tailored it to the way that I spend my days. So I wake up usually around seven oils. I hope I wake up my seven and of course go to bit by 12. So yeah, so you see it I edit another one that just so you know, it fits my personal daily schedule. So once I've got all that arrange, I really like to always segment and section for the top three tasks that I actually have to do that day. So even though I have a really long to-do list, for example, I like to actually just right the top three things I actually have to get done on this date self. And I also like to include kinda like a little time target at the bottom as you can see what I'm doing right here, just so you know, I can kind of tell myself how long do you think I'm going to do? I think we'd like take to do this task. And as long as I actually copy these three tasks for the day, I feel pretty good to go. So it's a really good way for you to kinda really hone down on and think about what you really need to focus on for that day. So it's something that I've been doing for this year and I would definitely continue to do it next year. At the bottom section here, I'm going to include a note kind of like area for me to just jot down any ideas. Or sometimes I feel like I don't remember what happens in the day. So now I usually use my notes section for me to just write down what I thought was memorable or the events that I did. And it just kinda helped me reflect on the day itself. On the right-hand side, I really like to incorporate some form of journaling because journaling is part of my morning routine. These questions I actually took from, if you know the company intelligent change, we actually have a book called the five-minute journal. I actually have the physical copy of that book, but then I realized after I have my PDF planet, it's very difficult for me to just use two different formats. So I like to put all the questions in here. So the very first question I have is I am grateful for and we're gonna put three things down that I am grateful for. And then on the right-hand side I'll have a daily affirmations section just for me to write my information stam because the more you write it, the more you can kind of remember it and login into your subconscious. This question here would be what would make today great. I really liked this question in my journaling process for this year because it really just kinda helped me think about, you know, what can I do any small things I can do today to somehow make my day feel amazing, right? So things I reading with a cup of coffee for just 20 minutes, I can put it down and just kinda make sure that I'm also taking care of myself throughout the day besides just doing what I was productive. And the bottom section for my second page would be D, the pages. So here I just like to give myself some lines. And what I like to do is just write down anything that's I'd have been bugging me for that day itself, maybe my dreams or anything like that. Yes. So this is an example of my daily spread. 7. Putting Your Planner Together: It's finally time to put it all together. So please make sure you have at least the four main things which are B's pages, monthly pages, weekly pages, and daily pages in your master slides. And you can always double-check by clicking on the Add slight button on top left-hand corner. So here you're gonna see me putting two baselines and then the monthly spread, I chose the one where I had two pages and then one weekly spread followed by seven days of the daily spread. So as you can see here, slight 5 is weekly and then six to 13 are the daily spreads. And then I'm going to simply copy and paste. So I'm going to copy the weekly and daily spreads and I'm going to copy and paste it four times. Now let me explain my method. So here I know that January is not twinned, is not 28 days. But what I'm trying to do here is to form a foundation or a structure for my plan affairs. And then when I actually exported onto my iPad, it will be a lot easier for me to add pages and I'll show you how to do that later on. And once you add pages in the iPad, it doesn't really mess up the hyperlinks or anything. So that's perfectly fine. Now for the two base pages at the Friends of page 12, these are basically my 20, 22 pages. So that's why I left two pages here. You can always use more. So I'm here. I, I just don't know why I love to have a hello and the year itself on my left-hand side. I did that for my 2021 planner as well. I guess it just reminds me what UBI end, right? So you can always design it however you want. You can include pictures, you can include quotes. So I'm just going to show you an example of how I did mine. Now that I'm satisfied with my Hello 2020 to on the right-hand side, I'm going to focus on the futures page. This section is basically kind of like a really, a really big calendar. So it's like all the months at a glance. And this kinda helps me to put things into perspective like what important dates I have throughout the entire year or if I ever want to see, you know, what are the big events for the year itself? I can just look at my future page. Now. I realized after I put the word future there, I didn't want to have the headings are actually remove that later on. But basically, this page is going to be just 12 squares for me to include the various months and important dates here. Again, if you feel like just one page for your future or important date section is not enough. You can always feel free to expand it over two pages. It's again, personal preference. On the second page, on the left-hand side, I decided to dedicate this whole page for my 2022 goals. So I don't know about you guys, but I really like setting goals for myself and just having it all there in a planet. So anytime I feel lost or I need a little bit of guidance, I will look at this page, just kinda see, you know, what, I'm actually aiming for this particular year. So I like a whole page dedicated to go. So that's my personal preference. But again, many bleed it whichever way you feel will work for you personally. On the right side of the second page, I'm going to include a section for my vision board. So this year I decided that I'm going to go digital with my vision board. I used to go to different magazines and cut out like, you know, pictures that resonated with me. And I used to paste them on like a canvas sheet or something like that BIPOC this year, it'll be really good if I can actually have my vision board accessible with Masons. I used a planet every single day. So here I'm just going to create a little section where I'm going to include the pictures that I just created a rectangle. And then again, making the inside of the rectangle white and in creating a border on the outside. So here I can just put pictures that I find on Pinterest, on Internet and so on. Right here, just to kinda give me motivation and a visualization of again, what I'm trying to achieve in 2022. So as you can see here, this is an example of how I put together one month worth of planner, right? So I have the monkey spread, the Weekly spread and the delay spread. And I also put the hello twin 22 at the top. So now we're going to work on adding links to the different tabs that we have at the top. 8. Adding Notes and Links: Now what you're going to be seeing me do is I'm just going to be adding in all the pages for the months. So I'm copying the entire chunk of a month. So a month for me will include the two pages of my monkey spread, one of my weekly spreads followed by 70s of the daily spread. And then I will just times that by four. So I have four weeks in every month. So I hope that kinda makes sense. So you can see me, I'm copying and pasting and I'm just changing the name of the month on the monthly page. So as you can see, yeah, I did it for all the rest of the months. So I have my full year of pages in my planner right now. When you actually copy and paste, you're going to actually realize that there will be copies in the master slides. So you'd need to delete the extras or the duplicates. So how you delete it as you just need to make sure that everything that the that uses do duplicate. We'll go back to the original. So you see me here, I click Delete and I just choose the original one, so the monthly to point to, for example. And then here you see I have a duplicate of the monthly to so if I were to delete it right, I just need to click on the original monthly too. So all the slides that used a duplicate, we'll go back to the original and you always need to make sure that you have these five masters lights. After removing the duplicates. This is the time for us to take note of all the slides numbers so that we can actually do to hyperlinks for the tabs that you see at the top of the planet. So what I'll do is use the Control Find button. So control F. And then just take note of all the slight numbers for the beginning of each month. So I wrote it down on my phone. You can write it down on a piece of paper, whichever works for you. But just make sure that you take note of the slight numbers for the beginning of each month because that's like number is what we're going to include into the hyperlink. So every time you touch on the tabs at the top, it'll bring you to the beginning of the month. So as you can see here, I did a few months already. We do have to do the hyperlinks for all the master slides in case I'm going to show you how to do that now. So click on the tab. You can either go really fast by kidney clicking Command K, or you can right-click and click link to slide, and then go click on the last option that says slide, and then choose the number that you wrote down. So for example, September is slight, 275 and October, for example, right? I'm going to put smite number 3 09 and do this for all of the months and also do it for all the musta slides. So as you can see, the only tab that we actually didn't have done is the notes one. So I'm going to create a mostest might from notes right now. So I copied the base slide and then I created a base copy, as you can see here, I will rename it to notes. And then I copied the lines that I wrote I created in my daily spread and I pasted it here. So personally for me, I like mine pages for my notes just because it kind of gives me a guide as to where I can write. Of course, if you prefer blank pages, please feel free to leave it blank. Make sure you also lock all the pictures on the slide. So for example, you saw my rings kinda moving along with me. So remember to lock something, just press Command L and it will lock that so it won't move whenever you're trying to moving. Whenever you try to move any other element on your slide itself. Hey, I'm just kind of making sure the minds of spaced out nicely. So again, you can also do dotted pages right away. Table farms, anything that you prefer. And of course, copying and pasting is really one of the easiest ways to make sure everything is as uniform as possible and for things to move as quickly as possible as well. So now that we have our notes master slide, I'm going to go all the way down to my last slide here, and I'm going to add in some notes. So here you can see I've edited in the notes mostest line right here, and I'm just going to copy and paste a few. So remember, it's just, you can just put a few right now and then when you're actually using the planner on your app, so for example, I use good notes. You can always add more pages after, and it doesn't affect the hyperlinks. That's why we only created a very quick base as long as the hyperlinks are linked to the beginning of the month, right? The slight number for the beginning of the month, if you do at pages in-between, it doesn't affect the hyperlink. So always keep that in mind. And here I'm just kinda creating kind of like a cover page for my notes section. So that's why you saw me add in a plane baseline, it says before I added in the notes master slide. Yeah, so again, make this however you prefer. I just decided to label it notes. You can add pictures, you can do whichever, you know. Floats your boat. Take note of the slight number that denotes. Begin with so here a page, sorry, slight full 411. So now you remember that number. Again, we're going to add in the hyperlink to the notes page. So by doing the same thing, I'm going to the master slides and then adding that in common. K clique slide, write down the slight numbers. So it was full 11. And we have hyperlinks for all the tabs and just, we just need to do it for the rest of the, the must as light as well. 9. Exporting your Planner to PDF: Now that the planners pretty much ready, all the links are in, everything looks pretty good. So now we're going to export it out so that we can actually use it on our iPad. The one thing that I noticed for my planner last year is that if the file is too big, it can take awhile to actually load on my iPad. So after saving my planner, I'm going to reduce the file size so you can do that under file. So why I do that is just so that, you know, it prevents any kind of excessive loading time on the PDF app that you're using. So I use GoodNotes, but it's still likes a little bit, so I just want to reduce the size as much as I can. So just name it accordingly. So I wrote 2022 planner reduced size, and then save it. Once it's saved, find it in your finder and open it up. So we're going to find a reduced size Keynote file, open it up, and then we're going to export it to PDF. So you can see it isn't my reduced size Keynote file. Now I'm going to go file export to PDF for image quality. I'm going to put it to better just to kinda reduce a little bit of the size as well. And then any pictures I want to add and I'll do it after I've spotted it into my PDF. So here you can just see me labeling it radius size PDF so I know the difference in my find it. And then once it's done, we can share it to our iPad. So I use AirDrop, but of cause you can do whichever way that makes the most sense for you. So you can use Google Drive, you can email things like that. This is how it looks like on my iPad. And these I just had to pages look like the proportions and I think it looks really good.