Some of my NotePlan templates and use cases

Well this is always fun. :partying_face: I’ll share my setup here and what I’m doing. Sorry for the long post. :stuck_out_tongue_closed_eyes:

Folder Structure

  • Projects are in the root folder, named by YYYY.MM - Project Name for sorting purposes and later reference.
  • Year folders to sort completed projects for archival.
  • Resources holds random notes.
  • Summaries for when I run reports on completed tasks.
  • Upcoming/Waiting is where I put current projects that are on hold for some reason. Either I can’t work on them yet, or I’m in a holding pattern waiting on someone else.

Daily Notes

  • I start my day with a simple list of things I need to do.
  • I have all my routines in Reminders. I’ve hidden them inside NotePlan. 1. Because I don’t want them cluttering up the sidebar. 2. These are typically things that I need to do, but aren’t earth shattering if I don’t get to them.
  • Every morning I take a look at Reminders and move over any tasks that I’m looking to complete that day into that’s day’s note.
  • Then I will sort my list into some priorities at the top usually under a heading like Big 3 or !!!, just to see what I’m majorly working on that day.

  • At the end of the day I extract my day’s events into a bulleted list using a Shortcut.
    • I use my custom highlighting to reflect what Area I was working on during those times. I probably could automate that based on the calendar the event came from, but I haven’t done that yet.
    • Then I move my completed tasks underneath each time block so I can see how my day ended up laying out work wise.
  • I also take random notes throughout the day. If I see something I want to save. Did I watch an interesting video, podcast, etc…? Typically at the end of the week I move these into Notion for long-term storage.


I think that about sums it up. :upside_down_face: It’s been a long road to get to this point with NotePlan and really my entire task system, but I’m fairly happy with where I’m at now.

Lastly, here’s a full look at my theme:

Theme

5 Likes