How to Set Up a Planner | Giftie Etcetera: How to Set Up a Planner

Monday, December 26, 2016

How to Set Up a Planner

As the New Year approaches, plannerds everywhere are setting up day planners.

Even here at Giftie Etcetera, the new year means some tweaks to my planner. The most critical change is that I am moving back to a running to-do list.

to do list, planner, planner set up, tasks, calendar, daily pages

Since I moved from Original FC compact pages to Blooms this year, it seemed a great time to change how I plan just a tiny bit, to address some planner struggles that I've been dealing with.

TIP: Keep what is working in your planning. Replace what is not effective.

One of my biggest problems is that, without weeklies, I have no place to really have a running task list.

But Blooms have a place for a monthly task list. So I decided to take advantage of it.

I'm setting up my planner in 3 parts:




The calendar contains dates of appointments or major due dates.

The monthly tasks list contains tasks to do in January, with a running task list on my page marker for things that may be done without a true timeline, but must be done.

Finally, the dailies will be used exactly as I always have used them.

The trick is that I am still putting tasks for doing on a certain date on the dailies. However, ALL other tasks go on the monthly list unless I transfer them over to my dailies.

If I didn't do it that way, I'd never look at the monthly task list!

If you decide to do this, don't forget to use a page marker on all three pages. And use them every day!


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Anonymous said...

Kristy, it's so good to see a post from you. I know you've been busy (judging from you last post) and completely understand. But planner posts such as yours are so few and far between. All I see lately are setups, decorating, reviews and unboxing. I really long for tried and true effective and functional ways to use your planner, which is what you always offer up.

I hope this past year has found you and your family well - especially after those floods - and that we can get more planner goodness from you in 2017

Cori Large said...

Great to see a new post from you, Kristy!

Tracy said...

I hope all is okay! I know you have a LOT on your plate and life gets in the way of blogging. Just stopping in to say I miss your posts and hope all is well! =)