How to create a digital planner + SAVE TIME
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- เผยแพร่เมื่อ 3 ต.ค. 2024
- This video will show you how I use adobe Indesign to create digital planners. I have a couple time saving tips on how to create multiple pages and have text flow through out. (Without typing on all pages...for example, dates can flow from one page to the next. I also show how I use master pages, bookmarks and hyperlinks to save time.
You can find already made planners at designerprinta...
I used the following materials and apps to show you these time saving tips;
Computer, Adobe InDesign, Microsoft Excel and Adobe Acrobat Reader. The end result export is an interactive PDF that can be viewed and used in iPad note taking apps such as Goodnotes app and Notibility.
I knew there had to be a more sophisticated way to create digital planners. I love my Adobe programs. Canva may appear like a fast solution, but the "teachers" of the tutorials leave much to be desired. A 15-minute lesson is presented as one-hour, rather clumsy, videos - ugh! Besides, Canva feels like stealing someone else's work every step of the way. THANK YOU for being the grown up and for being original!
Very helpful video. One suggestion in Excel to save a little time would be to use the SEQUENCE function. It would look something like this: In cell A1 put the formula =SEQUENCE(365,1,DATE(2022,1,1),1), where 365 = number of rows, 1 = number of columns, DATE(Year, Month, Day) = start number, and 1 = step size. Change the Year, Month, Day to your desired start date. Once you press enter, you will simply need to format the column with the desired date format.
that didnt work for me, the dates just spilled :(
This really helped :)
Great Tutorial. When you create a second master page - now known as Parent pages, you can base it on your original - so your B master should be based on A master and it will contain all of your tabs so you don't have to copy and paste.
It's always interesting seeing how people do things in InDesign. Great tutorial. I had to do the text import a bit different but finally got it to work as you did it. Interesting...I'm looking forward to experimenting with this method. Thank you!
This is ABSOLUTELY BRILLIANT. Thanks for sharing the time saving tip.
Thank you so much! You just saved me hours of typing….
My pleasure! I’m so happy to hear it saved you time!
This video helped me save so much time, you should definitely create more of these.Thanks so much!
I’m am so thankful my video helped save you time. I will be posting more. Thank you so much for sharing your kind words!!
Wow, the excel text box trick blew my mind. Great video, thank you for sharing.
Thank you for your kind words! I’m always looking for ways to work smarter not harder!
Wow, I was looking for something else, but this was so helpful too! Thanks for your express course!
I don't want to spend a lot of money on templates I don't like. Looks like I'll be spending time to make something will actually use and enjoy! Time to put that graphic design degree to use haha thanks for the tips!!
Thank you so much for this video. It totally worked. I did my last digital planner on Canva and you just saved me days and days of work haha. Thanks!
I needed this tutorial for something completely different, thank you for sharing!
Ame tu video, claro, sencillo y conciso y el diseño de tu agenda limpio y completamente útil, ame todo 😍😍
Thank you so much for the tutorial, It helps when working on planners. Thank you
The video is great. I just want to ask, if I have to hyperlink all the days to daily pages and so on, do I need to do it manually or is there any other way to save time?
*Exactly* what I was looking for. Thank you so much!
Very glad I found your channel.
Thank you for your kind words!
omg girl yes. This is what I have been needing! Thank you so much.
This is a great tutorial. There is an easier way to insert the date on the daily, weekly page as well. Data Merge. If you need help with that please let me know.
Thank you Kindly, Chandra! I am familiar with data merge...that is a little bit more advanced than what I was showing on this video. Data merge is a great tool to import multiple sections of data at one time...just love technology.
@@designerprintables160 Yes, and I love to learn new things all the time. Are you going to show how you did the 12 month view click?
@@ChandraSkinner @DesignerPrintables The only thing with doing a data merge is you would have to create that first, then do a data merge (connecting it with a CSV file with box 1 having "date" and not the first date in the file or it will start with Jan 2) which will create the 365 page file. Then you can add the other pages. If you do a data merge with the other pages already included (cover, or whatever) when you do the data merge it'll add those too. Unless there's another way. ?
You have opened my mind and I thank you for that. ❤️❤️❤️
Please, do more videos explaining the process of designing digital planners, just like this one.
ThanQ so much I watch this 2 times and I will watch it agin and agin please if have any more videos or course about how to design this step by step for beginners I will be happy to know about it 🥰
Excellent. So glad you found the video helpful. I do have another video in the works ... hope to post this weekend. Thank you!!
@@designerprintables160 I hope that too 🌸💓
Amazing video!!! Thank you so much exactly what I needed. Just one question, for the daily calendar, did you hyperlink each day to the pages you created or is there a way to automate?
Thank you, I’m so happy it helped. Yes, I do hyperlink each day individually…wish I could discover a way to automate that too. 🤣 let me know when you discover how please.
That's class thanks a million for creating this video :)
It makes me want to give it a try! Thanks.
I am so loving this tutorial and thank you for your efforts and taking the time to make it available. Very much appreciated. I do have a quick question and that is - it looks as though you're using the standard "letter" as your document in landscape mode, am I correct? Thanks in advance for your answer :)
Thank you for your kind words! Yes, I am using an 8.5” x 11” size page. This way they can be printed as PDF on Letter size as well. Thank you again, glad you enjoyed the video!
Thins was really helpful. Looking forward to more in design planner tutorials ☺️
I’m thankful the tutorial helped you! Thank you for your kind words! 😊
@@designerprintables160 Thank you so much for your quick reply! I’ll try that next!!
@@blford7 my pleasure Bianca! Thank you kindly for subscribing. I plan to make more of these tutorials...would love to know anything in particular you’d like to see. ☺️
@@designerprintables160 So initially when I created my document I did not have Primary text on!! I googled it and found that’s what I was missing!!
@@blford7 awesome!!
Thank you for the helpful excel tip.
you. are. a. life saver. THANK YOUUU
Great video Excell trick great. I would have loved to see how the planner were created.
Do you have this excel file? If you have please give me.
Hi! Thanks for such a great video. Wanted to know what the best document setup/layout for it to be compatible with an ipad. Can it be changed later if I've used standard A4? Thank you!
This is such a helpful video! For whatever reason after I create my text box inside the rectangle and I click the selection tool- the option to flow text on master does not appear. I can’t figure it!
I’m so glad you found the video helpful! That tool is a bit finicky for me as well. Have you tried resizing the text box after grabbing the selection tool?
This is magic, thanks for sharing this! love ir
Happy you enjoyed. Thank you kindly!! 😊
@@designerprintables160 I wonder if there is a method to automate the hyperlinks of the whole document? Or the only way is to link one by one?
@@xime0674 that is a very good question. I have not discovered a way to do that just yet. But...that sure would save some time. 😊
How do you link to the daily pages from the yearly? Do you have a way to save time on that part too? I like your time saver! Awesome 😊
Unfortunately, I have not found a time saving way to link multiple sets at one time.
Wow this is sooooo helpful! Thank you
To create a pdf planner to be opened on ipad, do i need an (doh!) an ipad? Or a simple pdf with editable/fillable fields will work flawlessy on ipad? Do we need a page specification size for ipad or any size will work? Thx
I totally love that tutorial! Tell me please, is there any way to save time on hyperlinks for daily pages?
Unfortunately, I have not found a time saving way to link multiple sets at one time. I will definitely make a video if and when I do! Thank you for your kind words!
Thanks for your knowledge, I created my first digital planner. I imported it on GoodNotes, every works as expected, but I have an issues. When I go back to GoodNotes and reopen my planner, it opens on the last page I was working on. What do I need to do so it opens on the cover every time I access it?
This is great! thank you!. Id like to know if it is possible to add 2 text flows per page? I am looking to include the date divided into the numbers and the days of the week (one above the other but in 2 different text boxes since the font will be different for numbers). E.g. 20 Monday. Hopefully you could help me with this. Thanks! :)
So these documents would work on a ipad?
Yes. With an app like GoodNotes or Notability.
How I can get your excel file? Thank you so much for great tutorial.
Great tutorial! Is there an easy way/shortcut to hyperlink? Do you do it manually?
Thank you!! I have not been able to figure out a shortcut to hyperlink many items at one time. I do them manually and then copy them to other places to save time. Hope that helps!
WOW!!!!!!! Can you do the same thing for the days of the week???
This is great, thank you. May I ask what paper size you used? Thanks.
look at the rulers, it is probably us letter size, due tuo the 8,5 x 11 inches
@@ignacioquevedo7156 you're absolutely right. I completely missed the rulers. Thanks 👍🏼
Thank you very much. This is very good.
Could you please tell me what is the Dimension you use for a Digital Planner ?
This is such a great video but unfortunately your screen is so blurry! I can’t read the little words on the Indesign site and it would be so helpful if I could, anyway to upload it with higher quality??
How can i create the Hyperlinks in my Doc?
Thank you.Where is part 2?
Hi - nice clear movie, you make it easy ;-)
I have a question about the links to the different days on "The year at a glance", are they made manually or is there a smarter way?
Great video I have a question , can use any font tu create any digital item and sell ?
You can use any fonts that allow commercial use. Typically, fonts installed on your computer are typically fine to use to create planners and sell. Hope this helps. Thanks for your kind words. 😊
Can someone help me? It appears all dates equal in all pages, even with the excel trick. Thanks!
Very helpful ❤
How can this merge be used on weekly horizontal and weekly vertical pages?
My placed text has quotes on beg and end-of-date text. Is there something that has changed since you recorded this video that requires an additional step to eliminate the quotes?
Did you have two different hyperlinks for the circle in the right hand corner? How do you do that?
can you give a tutorial on weekly pages? My students would love this :o
My planner is kind of big my question is do I have to make pages and master pages for all the items that I have on my index page.
Work on Android tablet? Thanks
How do you hyperlink each day of the month in month at a glance ?
I’m wondering…(and u may not have the answer) but would it be possible to use the excel date trick with say text? If I have a set of quotes I wanted to add can I list them in excel and have them auto populate similar?
Yes, that would work. You’d have to type the quotes in excel but they should transfer over to InDesign accordingly! Great idea! Good luck! ☺️
@@designerprintables160 thanks girl your awesome
Hi I'm completely new to making digital planners. How big do you make your page?
So sorry for the delayed response. I make my pages letter size. 8.5” x 11”. This way the PDF files can be used as printed planner pages.
How do you link the stickers so that it will be inserted in certain desired pages? Thanks in advance.
Hi there, Is there a way to create a 2021 page with clickable links to all dates, without having to manually link each page? Thanks!
Not that I’m aware of. Would LOVE to be able to do that. If it helps, I link them all once and then copy paste. Even if you add pages after linking...the hyperlinks adjust to the new page number.
@@designerprintables160 ahh I see thanks again!
@@chrisbabygirl88 my pleasure!
Hi there! Question, would you ( or do you ) sell your files so that we are able to make customizeable colors and fonts? (( sorry just asking if you did ... cheers ))
Hiya, I just have one question. I am trying to insert week numbers using the same process as my dates (which worked perfectly), but for some reason the indesign creates an additional 365 pages instead of using the 365 pages that were already there. Is there a reason why it may be doing that? I hope i'm making sense... Thanks!
Yes. I do understand what you’re asking. I work around this by creating another master page. And apply the master to the 365 pages you already created. (Create your text box for weekly dates on the master). You’ll want to copy your other main master to the new master as well. Let me know if I have added confusion on this response. ☺️
@@designerprintables160 Once again this is amazing thank you! It worked.. thanks alot
@@chrisbabygirl88 excellent!! 😊😀
*// EDIT //* working on NOv 2021, week 47 ? could be my EYES, Sunday starts? 14, ends saturday, 20 , then week 48 starts corrected at 28, ends Dec 4 // worth checking the master files...
Would this kind of work in Powerpoint, too..? ( I'm a PC User- with no InDesign, yet .. Thanks !!)
Not that I’m aware of. inDesign has a feature where you can continue text from text box to text box. Please let me know if you discover something differently. Thank you!
@@designerprintables160 Thanks for your answer. And Ok, I will 🙂
I was wondering why you didnt talk about the final exporting of the file in a format that is compatible with different devices.
What do you mean
When I export as a pdf, the interactive buttons no longer work, any idea of what's going on?
Is there a formula weekly dates? I’ve watched a ton of TH-cam videos- having no luck!
I found this... It seems to work for me.. I'm using excel on a Mac.
I was able to add 7 days... is that what you mean by weekly dates?
@@designerprintables160 yes!
@@blford7 I’m realizing my image didn’t attach. I’ll type it out in another response to you.
** // sent a message with some edits // **
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totally would love to get in debt with your strategy, I found this video very useful, but a noobie to digital planner has gotten myself very interested, more along "how to create". Do you have a more in debt video link I got watch, from start to end? I love the PDF, but rather the how to. Great job. by the way.
hi, is there a way i can get the indesign file from you?
I tried this, perfect ! The dates on my excel file are in french (good :D) but on illustrator it's in English :'( I make a french planner. Do you have a solution for that ?
(Sorry for my bad english >
Indesign (Sorry)
I found :)
I’m so happy you found this video helpful. I would think that the language would be selected in the settings of InDesign. Do you typically use InDesign in English? I wish I could help more…thank you for your kind words!
But you didn't cover how you created the template... Do you have a tutorial starting from scratch to finish???
Will this work on a phone app or PC not only an Ipad?
You can use adobe in design or other apps like good notes and notability to create planners only using an iPad or tablet.
Hello thank you for this. With indesign are you able to reduce file size for a 500 page planner under 10mb? Also can you bring an already designed planner over from keynote to reduce file size and add bookmarks? Thanks so much!
Thank you. I apologize that I am unable to answer your question confidently as I’ve never used KeyNote or attempted to import into indesign. I do have keynote and may try exporting and then importing into indesign. I’m thinking at a minimum it will import as flat...meaning not editable.
@@designerprintables160 thank you
I can get the text from the excel doc to show up but it only shows the first date on all of the pages, it doesn't show up in sequential order. Anyone know what I'm doing wrong?
14:40 "Let's go down to page #2, jump cuts, and then says "Let's go down to page #3".... Is this where I'm messing up? When I go back to my pages, not in the "Master B", to add the text "to the page", the text doesn't stay in the box I created.
Does the person buying the planner need to have Adobe indesign to access it? My goal is to sell on Etsy
No. The person you sell the goodnotes planner to…does not need InDesign to access the planner. I only use InDesign to speed up the process of designing and building the planners. Good luck!!
@@designerprintables160 oh ok great, what is goodnotes?
thx
Hi, I have a problem with this. All my pages are showing January 1. Care to help?
The data that is showing in excel...is what should import into indesign. Are you seeing all the dates in excel?
@@designerprintables160 Hello there, thank you for this wonderful video and for explaining everything so well. Similar to Hazelrose, despite the fact all 365 days are showing in excel as you demonstrated, when I import the data to indesign, it only shows Friday Jan 1 on all the pages too. I would love to know how to fix this if you have the time. Thank you so much :)
@@designerprintables160 Hi, I'm having the same issue. Excel data is showing all the dates but when I place into indesign all the pages shows as Friday, January 1, 2021. How would I fix the dates so that they flow correctly? Would love to know how to fix this as well. Thank you!
@@idiladen7635 Did you ever get an answer?
Si das cursos por favor dime