I'm new to digital planning, and this video helped me so much!!!!!! I have been so frustrated with purchasing digital planners. The importing, customizing, and being able to view on laptop and phone. THANK YOU! THANK YOU! THANK YOU!
Thank you for this video! I love planners and have been using Agendio -- I have my perfect planner designed in that. Buuuuuutttt.... I'm tired of carrying so many things on a daily basis. So, if I can ditch the paper planner and use an electronic one, that's great. I don't want to just buy a canned one because I need to personalization! This is just gold. thanks!
You are so welcome! You know you can recreate your perfect paper planner page in OneNote and be able to use it over and over again. I actually did a video called from paper to digital that walk you through the steps. I took my favorite day designer page and recreated it in OneNote. Good luck on your planning journey. I agree it is difficult to carry all of those things with you all the time. Having them in digital format available on your phone is a much simpler solution
CRYSTAL you are a breath of fresh air. I love to watch your planning videos, you are delightful, and I learn a lot from you. please keep them coming . i love your countenance you are awesome I am so glad I found you..
My daughter and I have been talking to each other about wanting to put our planners in OneNote, but we had no idea where to start. Then she found you!! We'll be looking at all of your information. This video was great and we are inspired!! Thank you for the time you put into making this and for caring to teach. You have no idea how much I appreciate this!
25:24 - While you didn't intend it to be a "how-to", I'm so thankful for your generosity in sharing your knowledge. This is all completely overwhelming to a newbie. I can't tell you how much I appreciate you making this content.
Yes I use Google Calendar as well. However OneNote is more than just a planner, it is my life management tool. I store just about everything in OneNote I don't think Google Calendar would be able to accomplish all of that. But I do love the product. Thanks for sharing
@@CrystalClearLife Agreed. OneNote + To Do are my tools. I track individual projects on separate ON pages with the next actions defined on its ON page. When it's time to do the task, I flag it in ON and it appears on my To Do list. The result is many tasks from different projects are compiled into one list in To Do. I can look at a project's OneNote page and see what I've done, notes I've taken relevant to the project, and upcoming actions.
Great question. If you look back at previous videos, my November Plan With Me takes you through the entire process of getting stickers into OneNote. th-cam.com/video/e2sQx1n0ht0/w-d-xo.htmlsi=sFQM6omliCDBQT1u I hope this is helpful. Enjoy planning in OneNote!
How do you get the calendar into OneNote? You showed us how to pick a calendar, and then how to modify it once it was in OneNote... But how do you get it from the location into OneNote and have it functional?
It probably goes by quickly in the video. But I simple select the entire table, copy from Word or Excel and paste into OneNote. For the long term calendar I usually use the word file. I hope this helps. Thanks for watching.
I think I am missing something. Do you have a thorough tutorial on how to begin this, step by step?? Is there a template you sell, I am confused, the video's seem to start with templates you have already made but no instruction on how to make them, for example the monthly calendar in Power Point. I'm sure it's me lacking to understand, you are a great teacher.
I am sorry that you are fuinding this difficult. I have answered your other comments from other videos, but let me make a recommendation to you here. Let me first recommend that you open a blank page and just start playing with some tables. Insert, table, Then play around with adding more columns, and rows. Try adding color by table shading. Create a couple of tables until you feel comfortable. Look at your old planner pages that you have used in years past and think about how you can create those boxes and schedules using tables. It is easier to create on a computer rather than a tablet or phone. If you do not have a computer I might suggest that you check out your local library and use the computer there. Once you create your notebook and store it in one drive you should be able to sync it to your tablet and phone. I am not sure what template you might be looking for. Please send me an email at crystalclearlife21@gmail.com so I can help you more.
I'm trying to create a notebook for my business so I can keep track of problems on a monday-friday basis. Monday 1-10 and so on. This will include customer name account number, cell number or how to reach them back, carrier, and so on. Any tips or templates?
I would create a notebook with a section for each week 1-52, or monthly sections with weekly subsections, depending on how you count your weeks. I would create a page template for each week that consists of a table to include customer name, account number, cell number, contact, carrier, problem, etc across the top. Then if your clients are recurring clients, you could link via the client name or number to a CRM or contact page that you set up for each client. where you could have additional information and a history of their issues. I would add rows to each table for problems Monday 1-10, Tuesday 1-10 etc. I think tables will be the best option for this. Check out the video where I reviewed a project managemnet notebook. It might have some helpful ideas as well. th-cam.com/video/iO2BKSqoEpE/w-d-xo.htmlsi=g9k-JzpyutkvIS3I Also in the video where I set up a quilting planner, I share how I created a dashboard of projects with links to the related pages, like I am suggestiong that you do with your clients. The basis for the projects list I use here comes from the project management planner. So it shows you how I took one idea and turned it into something specific to meet my needs. Here is the link for that video. th-cam.com/video/9mFugJCWURo/w-d-xo.htmlsi=kwBFAFTjOZcPZ0Bo I hope this helps. It sounds like an interesting project that would be helpful to many others.
Thank you for your compliments ☺️. I do not have samples available for download. You are welcome to take a screen shot if that helps. I'm sorry I can't be of more help.
Most of the calendars I add are in the excel format, but word usually works as well. They are all tables that can be modified if needed like adding extra columns and such. Thanks for reaching out. I hope you are successful.
Love theses tutorials!! it looks like you are editing the spreadsheet inside of OneNote. My version of OneNote (win 11 and office365 - 2024 edition) seems to always want to bounce me out to an excel doc to edit. Am I missing something? ALSO - my calendar from calendarpedia don't like to be imported exactly as they are and usually require formatting. Again, I must be missing something. Please help - I am losing what hair I have left....
Since I copied the spreadsheet and pasted into OneNote, it lets me edit it there. However it does not change the original file. You are correct if you embed an excel spreadsheet to edit it, you are bounced out to excel. Hope this helps.
I downloaded the Daily (@ 53:07 minute mark). when i put it into OneNote the format is horrible. looks nothing like in your screen. How did you get your to look the exact same as the Word Doc? I copy and Paste.
Well I sorry that it is not working out the same for you . I actually went back and did it again so that I could make sure of the steps. I went to calendarpedia website, downloaded the MS word version of Daily template 2. Once it downloaded I opened it in word. Clicked the little plus box in the top left corner to select all, copied and then pasted into OneNote. Mine added a second column on the far right, but I can easily delete that if needed. Remember that you can also hide the borders of some of the areas of the tables if you do not want the extra lines to show. Also I am using a PC running windows 11 and MS 365. I know that Mac's perform many of these tasks differently. I hope this helps and you do not get too frustrated. Remember they are all just tables.
Great planner. What yr One Note are you using. My One note in Windows 10 don't have the options your has. I also cant work adding to a PDF. How do I find help being able to manipulate a PDF file?
I am using the Microsoft 365 version, I have not upgraded to Windows 11 yet! But I am using the desktop version, not the online version. I am sharing the link for my 2022 setup where I used a pdf planner from DCP Digitals, It walks you through using the pdf file as a background for your planning needs. I hope this helps. th-cam.com/video/iYarhxlQHRc/w-d-xo.html
My screen does not have some of the options you are showing. Should I delete this version and redo it. There was no option to enter the 64GB tjst I was told it would run better and faster. Thank you for the reply.
Outlook and OneNote work well together for meeting notes (I have a video on how that works) th-cam.com/video/7OV8JscZ6qQ/w-d-xo.html it is also great to send emails to OneNote for reference. There is a button on the ribbon bar. Thanks for watching.
@@CrystalClearLife ads are a part of life. my objection is to forced ads where you can't skip them. Clearly channels can control this because some channels always have forced ads and others have skippable ads. Anyway I know nobody will change. It's just my way of protesting against the world 😔
Great tutorial. I'm a weekly planner. I currently use a paper planner that contains monthly and weekly pages only. In my journaling planner I only use the daily pages, since the purpose is to write a recollection of the day. Although I love OneNote, it's a fantastic tool, I probably won't become a digital planner anytime soon. I love writing by hand, the crinkling sound of the paper too much.
I have not looked for a digital budget calendar, but I think it would be very easy to set up. Maybe I should give that a try. Thank you for the video idea. 😉
I'm new to digital planning, and this video helped me so much!!!!!! I have been so frustrated with purchasing digital planners. The importing, customizing, and being able to view on laptop and phone. THANK YOU! THANK YOU! THANK YOU!
You are so welcome! 😅 I love it when my ideas help others. 🥰
Thank you for this video! I love planners and have been using Agendio -- I have my perfect planner designed in that. Buuuuuutttt.... I'm tired of carrying so many things on a daily basis. So, if I can ditch the paper planner and use an electronic one, that's great. I don't want to just buy a canned one because I need to personalization! This is just gold. thanks!
You are so welcome! You know you can recreate your perfect paper planner page in OneNote and be able to use it over and over again. I actually did a video called from paper to digital that walk you through the steps. I took my favorite day designer page and recreated it in OneNote. Good luck on your planning journey. I agree it is difficult to carry all of those things with you all the time. Having them in digital format available on your phone is a much simpler solution
Outstanding! thank you.
You're very welcome!
CRYSTAL you are a breath of fresh air. I love to watch your planning videos, you are delightful, and I learn a lot from you. please keep them coming . i love your countenance you are awesome I am so glad I found you..
Thank you so much! You are very sweet. I hope you are learning a lot. 😊 Thanks for watching.
How precious are you that you have taken the time to teach this! I am so looking forward to creating my own planner in OneNote!! Thank You!!
You are so welcome! I hope you love it as much as I do.
My mind is blown! I am totally doing this for work. Thank you!!!
You're so welcome!
My daughter and I have been talking to each other about wanting to put our planners in OneNote, but we had no idea where to start. Then she found you!! We'll be looking at all of your information. This video was great and we are inspired!! Thank you for the time you put into making this and for caring to teach. You have no idea how much I appreciate this!
That is awesome! I am so glad you found it helpful. Let me know if you have any questions.
25:24 - While you didn't intend it to be a "how-to", I'm so thankful for your generosity in sharing your knowledge. This is all completely overwhelming to a newbie. I can't tell you how much I appreciate you making this content.
🤣 Thank you so much! I do appreciate your comments. Thanks for watching.
This is wonderful!
Thank you so much, glad you find it helpful! Thanks for watching.
Exactly What I was looking for !!!
Glad you found it helpful! ☺️ thanks for watching and subscribing.
Awesome. I like Notion for my personal but this Onenote for my job is so helpful!! Thanks for sharing.
Glad it was helpful! Thanks for watching. ☺️
I made one, too, and I love it a lot. ❤
That is awesome!!!
love your videos
Thank you so much 😊
Thanks for this video. I liked a lot. I learned many things. Wonderful
Glad it was helpful! Thanks for watching. More tips on building your own planner coming soon.
Loved it!
Very helpful video
Glad it was helpful!
Thanks
Your welcome.
Google calendar does all this and more - way more easily.
Yes I use Google Calendar as well. However OneNote is more than just a planner, it is my life management tool. I store just about everything in OneNote I don't think Google Calendar would be able to accomplish all of that. But I do love the product. Thanks for sharing
@@CrystalClearLife Agreed. OneNote + To Do are my tools. I track individual projects on separate ON pages with the next actions defined on its ON page. When it's time to do the task, I flag it in ON and it appears on my To Do list. The result is many tasks from different projects are compiled into one list in To Do. I can look at a project's OneNote page and see what I've done, notes I've taken relevant to the project, and upcoming actions.
Great video!
Glad you enjoyed it. Thanks 😊
This is a great video! Can you please explain how to easily add stickers into OneNote?
Great question. If you look back at previous videos, my November Plan With Me takes you through the entire process of getting stickers into OneNote. th-cam.com/video/e2sQx1n0ht0/w-d-xo.htmlsi=sFQM6omliCDBQT1u
I hope this is helpful. Enjoy planning in OneNote!
How do you get the calendar into OneNote? You showed us how to pick a calendar, and then how to modify it once it was in OneNote... But how do you get it from the location into OneNote and have it functional?
It probably goes by quickly in the video. But I simple select the entire table, copy from Word or Excel and paste into OneNote. For the long term calendar I usually use the word file. I hope this helps. Thanks for watching.
I think I am missing something. Do you have a thorough tutorial on how to begin this, step by step?? Is there a template you sell, I am confused, the video's seem to start with templates you have already made but no instruction on how to make them, for example the monthly calendar in Power Point. I'm sure it's me lacking to understand, you are a great teacher.
I am sorry that you are fuinding this difficult. I have answered your other comments from other videos, but let me make a recommendation to you here.
Let me first recommend that you open a blank page and just start playing with some tables.
Insert,
table,
Then play around with adding more columns, and rows. Try adding color by table shading.
Create a couple of tables until you feel comfortable. Look at your old planner pages that you have used in years past and think about how you can create those boxes and schedules using tables.
It is easier to create on a computer rather than a tablet or phone. If you do not have a computer I might suggest that you check out your local library and use the computer there. Once you create your notebook and store it in one drive you should be able to sync it to your tablet and phone.
I am not sure what template you might be looking for. Please send me an email at crystalclearlife21@gmail.com so I can help you more.
Please share the video showing how to import the calendar from calendarpedia into OneNote?
th-cam.com/video/C6kUPtmQLo8/w-d-xo.htmlsi=w1jcHGVLn4IACTaB here is the link to the video you requested. Have fun planning!
Super work, but we can publish the core basic idea in a shorter video? If I have missed! Thank you
Great suggestion! It will be out next Friday. Thanks for watching.☺️
I'm trying to create a notebook for my business so I can keep track of problems on a monday-friday basis. Monday 1-10 and so on. This will include customer name account number, cell number or how to reach them back, carrier, and so on. Any tips or templates?
I would create a notebook with a section for each week 1-52, or monthly sections with weekly subsections, depending on how you count your weeks. I would create a page template for each week that consists of a table to include customer name, account number, cell number, contact, carrier, problem, etc across the top. Then if your clients are recurring clients, you could link via the client name or number to a CRM or contact page that you set up for each client. where you could have additional information and a history of their issues.
I would add rows to each table for problems Monday 1-10, Tuesday 1-10 etc.
I think tables will be the best option for this. Check out the video where I reviewed a project managemnet notebook. It might have some helpful ideas as well. th-cam.com/video/iO2BKSqoEpE/w-d-xo.htmlsi=g9k-JzpyutkvIS3I
Also in the video where I set up a quilting planner, I share how I created a dashboard of projects with links to the related pages, like I am suggestiong that you do with your clients. The basis for the projects list I use here comes from the project management planner. So it shows you how I took one idea and turned it into something specific to meet my needs. Here is the link for that video. th-cam.com/video/9mFugJCWURo/w-d-xo.htmlsi=kwBFAFTjOZcPZ0Bo
I hope this helps. It sounds like an interesting project that would be helpful to many others.
Hi there gratis video. It helpen a lot with my thoughts. Is there a sample or template for download available?
Thank you for your compliments ☺️. I do not have samples available for download. You are welcome to take a screen shot if that helps. I'm sorry I can't be of more help.
Thank you for sharing. Can you explain to me please, how do I add this to one note. It is asking me how I want it added and I have no idea?
Most of the calendars I add are in the excel format, but word usually works as well. They are all tables that can be modified if needed like adding extra columns and such. Thanks for reaching out. I hope you are successful.
Love theses tutorials!!
it looks like you are editing the spreadsheet inside of OneNote. My version of OneNote (win 11 and office365 - 2024 edition) seems to always want to bounce me out to an excel doc to edit.
Am I missing something?
ALSO - my calendar from calendarpedia don't like to be imported exactly as they are and usually require formatting. Again, I must be missing something.
Please help - I am losing what hair I have left....
Since I copied the spreadsheet and pasted into OneNote, it lets me edit it there. However it does not change the original file. You are correct if you embed an excel spreadsheet to edit it, you are bounced out to excel. Hope this helps.
Try the word version of the calendar, it might need less editing. I usually just delete the added column.
how big is your planner after a year of linked months, weeks, dailies, and stickers?
You know, I haven't really looked. It has not really been a problem. ☺️
I downloaded the Daily (@ 53:07 minute mark). when i put it into OneNote the format is horrible. looks nothing like in your screen. How did you get your to look the exact same as the Word Doc? I copy and Paste.
Well I sorry that it is not working out the same for you . I actually went back and did it again so that I could make sure of the steps. I went to calendarpedia website, downloaded the MS word version of Daily template 2. Once it downloaded I opened it in word. Clicked the little plus box in the top left corner to select all, copied and then pasted into OneNote. Mine added a second column on the far right, but I can easily delete that if needed. Remember that you can also hide the borders of some of the areas of the tables if you do not want the extra lines to show. Also I am using a PC running windows 11 and MS 365. I know that Mac's perform many of these tasks differently. I hope this helps and you do not get too frustrated. Remember they are all just tables.
hi, will the links remain after you export to PDF? great video
You do not need to export it. You can use it right in OneNote. Or am I missing part of your question?🤔
Great planner. What yr One Note are you using. My One note in Windows 10 don't have the options your has. I also cant work adding to a PDF. How do I find help being able to manipulate a PDF file?
I am using the Microsoft 365 version, I have not upgraded to Windows 11 yet! But I am using the desktop version, not the online version. I am sharing the link for my 2022 setup where I used a pdf planner from DCP Digitals, It walks you through using the pdf file as a background for your planning needs.
I hope this helps. th-cam.com/video/iYarhxlQHRc/w-d-xo.html
Version 2311 to be specific. Thanks
My screen does not have some of the options you are showing. Should I delete this version and redo it. There was no option to enter the 64GB tjst I was told it would run better and faster. Thank you for the reply.
I am interested in using One Note for work, but I don't see the need for calendars since I have Outlook. How would you use One Note with Outlook?
Outlook and OneNote work well together for meeting notes (I have a video on how that works) th-cam.com/video/7OV8JscZ6qQ/w-d-xo.html
it is also great to send emails to OneNote for reference. There is a button on the ribbon bar. Thanks for watching.
I use Weekly and my Monthly Dashboard the most. I started with a purchased planner but now I use tables and boxes and design my own and I use OneNote!
That is awesome! I'm sure you love being able to create exactly what you need. 😊
How do I make my taps go on top like yours?
On the view menu, click on tabs, horizontal layout. Hope this helps. Thanks 😊 for watching.
If you are using OneNote for Mac, this may not be possible.
Forced ads. Automatic down vote. People need to skip ads especially if they're gambling or food ads which people have issues with
I am sorry if the ads upset you. I can't really control that part of TH-cam. But thanks for your feedback.
@@CrystalClearLife ads are a part of life. my objection is to forced ads where you can't skip them. Clearly channels can control this because some channels always have forced ads and others have skippable ads. Anyway I know nobody will change. It's just my way of protesting against the world 😔
What types of planner pages do you use the most? Monthly, weekly, daily or other?
Thanks for watching!
Great tutorial.
I'm a weekly planner. I currently use a paper planner that contains monthly and weekly pages only.
In my journaling planner I only use the daily pages, since the purpose is to write a recollection of the day.
Although I love OneNote, it's a fantastic tool, I probably won't become a digital planner anytime soon. I love writing by hand, the crinkling sound of the paper too much.
I only have daily pages, that seems to work for me.
I can't find a digital budget calenda. So I am wanting to build my own budget planner?
I have not looked for a digital budget calendar, but I think it would be very easy to set up. Maybe I should give that a try. Thank you for the video idea. 😉