My Ultimate Productivity Tool & An Updated Workflow for 2024: Plan with Me in NotePlan

Summary

This video offers an in-depth tutorial on utilizing the NotePlan app for comprehensive life organization. The speaker shares their experience using NotePlan for daily and project notes, calendar integration, and syncing with Apple reminders. They demonstrate core features like templates, drag-and-drop organization, and time blocking, while also showcasing the app's flexibility in handling to-do lists and habit trackers. The video emphasizes NotePlan's ability to serve as an 'everything app,' streamlining daily planning and task management with a user-friendly interface.

Takeaways

• 📝 NotePlan is used as an all-in-one organizational tool for daily and project notes, calendar integration, and reminders.
• 📆 The app allows for free-form note-taking, combining to-do items, paragraph text, and time blocking within a daily note.
• 🔍 NotePlan includes a revision history feature, enabling users to view and restore previous versions of their notes.
• 🔄 Users can quickly capture ideas and tasks using shortcuts like 'Quick Open to Today' and 'Quick Capture' for efficient note entry.
• 📑 Templates are supported in NotePlan, allowing users to create and save custom templates for daily or meeting notes.
• 📊 The app differentiates between to-dos and checklist items, with to-dos being prioritized and automatically checked off when completed.
• 🗓️ NotePlan offers a calendar view with options to view one to seven days at a time, enhancing daily and weekly planning.
• 🔗 The app syncs with Apple Reminders and Google Calendar, integrating reminders and calendar events within the notes.
• 📐 Drag-and-drop functionality allows for easy organization and movement of tasks between different days or sections.
• 📈 Synced lines can be used to reference tasks across daily and project notes, keeping information organized and up-to-date.
• ⏰ Time blocking is a feature that helps users schedule specific time slots for tasks directly within the app, which also syncs with Google Calendar.

Q & A

What is the main purpose of the video?

The main purpose of the video is to provide an updated guide on how the speaker uses NotePlan to organize their life, including daily and project notes, calendar integration, and reminders.

How long has the speaker been using NotePlan?

The speaker has been using NotePlan for years, indicating a long-term reliance on the app for organization.

What are the core features of NotePlan that the speaker focuses on in the video?

The speaker focuses on core features such as daily notes, project notes, calendar integration, Apple reminders, free-form note-taking, and the ability to search within the app.

What is a 'daily note' in the context of NotePlan?

A 'daily note' in NotePlan is a free-form note that the speaker uses to jot down tasks, ideas, and to-do items for each day. It can also include time blocking and different level headings.

How does NotePlan handle accidental deletions of notes?

NotePlan allows users to view revisions, showing modifications of the past at certain intervals, enabling the restoration of accidentally deleted notes.

What is the speaker's approach to capturing tasks and ideas quickly?

The speaker uses multiple desktops and Apple shortcuts to quickly open NotePlan, jot down tasks or ideas, and then close it to keep it out of sight while working on other tasks.

How does NotePlan support templates?

NotePlan supports templates, allowing users to create their own templates for daily notes, meeting notes, and more, which can be saved and reused.

What is the difference between a to-do and a checklist item in NotePlan?

A to-do in NotePlan is something that needs to be checked off daily, while a checklist item is more like a habit list where not everything needs to be checked off every day.

How does the speaker use NotePlan's calendar view?

The speaker uses the calendar view to focus on one day at a time or to view up to seven days at once, helping with planning and organization.

What is the benefit of using 'synced lines' in NotePlan?

Synced lines in NotePlan allow users to link items across different notes, ensuring that changes made in one note are reflected in the linked notes, which is useful for referencing across daily and project notes.

How does the speaker manage time blocking within NotePlan?

The speaker uses time blocking to schedule specific tasks during certain times of the day, which can be dragged and dropped onto the calendar, and will sync with Google Calendar.

What is the speaker's strategy for dealing with unfinished tasks at the end of the day?

The speaker either moves unfinished tasks to the next day or checks them off if completed, ensuring that they do not leave anything undone at the end of the day.

How does NotePlan help with planning on different time scales?

NotePlan allows for daily, weekly, monthly, and yearly planning, with the ability to see references to higher-level plans (like monthly tasks in the weekly note) and to filter tasks based on different criteria.

Outlines

00:00

📓 Introduction to Note Plan and Daily Note Workflow

The speaker introduces their long-term use of Note Plan as an all-encompassing tool for organizing life, including daily and project notes, calendar integration, and Apple reminders. They emphasize the app's core features over plugins and set the stage for a demonstration of a simple daily note from December 30th. The speaker highlights the app's free-form note structure, which allows combining to-do items, paragraph text, and time blocking. They also mention the app's revision feature, which recovers unintentionally deleted content, and their use of daily notes as a 'scratch pad' for jotting down ideas and organizing them later.

05:02

🔄 Daily Note Process and Note Plan Improvements

The speaker details their daily process with Note Plan, starting with the use of templates for daily notes and discussing the new template support feature. They explain the difference between to-do items and checklist items, with the former being prioritized by the app. The speaker also covers the app's drag-and-drop functionality, which has been improved to handle subtasks along with main tasks. They demonstrate how to navigate daily notes and how to sync events with Google Calendar and Apple Reminders, showcasing the app's integration capabilities. The calendar view feature is highlighted, allowing users to focus on one to seven days at a time.

10:05

📅 Advanced Note Management and Syncing Techniques

The speaker advances to more complex note management strategies, such as using the Option key to open notes side by side and drag-and-drop tasks between days. They introduce the concept of 'synced lines' which allow for real-time synchronization between daily and project notes. The speaker also discusses project note setup for meetings, with tips on associating dates and deliverables. They demonstrate how to use command-drag to create synced lines between daily and project notes, which is a key feature for keeping information organized and up-to-date across different note types.

15:08

📝 Customization and Time Management in Note Plan

The speaker talks about customization options in Note Plan, such as creating headings for line breaks to prevent them from being swallowed in the interface. They also discuss time blocking, showing how to create and manage time blocks for different activities throughout the day, and how these blocks can be easily moved and rescheduled if needed. The speaker shares personal preferences for manual task management, such as copying and pasting tasks to be intentional about daily planning, and mentions the app's filters for managing overdue tasks and creating custom filters for different planning needs.

20:09

🗓️ Comprehensive Planning with Note Plan

The speaker concludes by discussing comprehensive planning in Note Plan, including the use of weekly and monthly notes for broader planning. They demonstrate how to reference higher-level planning within daily notes and how to navigate between different levels of planning. The speaker emphasizes the importance of ending the day with a green check mark, indicating all tasks are completed, and mentions the app's filters for managing tasks. They wrap up by expressing their satisfaction with the workflow in Note Plan and invite questions from viewers.

Keywords

💡NotePlan

NotePlan is an organization app that the speaker uses to manage their daily and project notes, integrate with their calendar, and sync with reminders. It is the central theme of the video as the speaker discusses how they use this app to 'organize pretty much my life.' The app allows for a variety of features like templates, time blocking, and syncing with other calendars and reminders, which are all demonstrated throughout the script.

💡Daily Notes

Daily Notes are a core feature within NotePlan that the speaker uses to jot down tasks, ideas, and to-do items for each day. They serve as a 'scratch pad' for immediate thoughts and planning. In the script, the speaker shows how they use daily notes to capture and organize their day-to-day activities, mentioning 'a sample of a simple daily note' and how it can be used for 'things I wanted to do'.

💡Project Notes

Project Notes in NotePlan are used by the speaker to track specific projects. They are separate from daily notes and allow for more in-depth organization and planning of tasks related to a particular project. The speaker illustrates how they start with a daily note and then organize it into a project note, indicating flexibility in how tasks are managed within the app.

💡Templates

Templates in NotePlan are customizable and allow users to create a structured layout for their notes. The speaker mentions that NotePlan now supports templates, which they use to streamline their daily note setup. For instance, they use a 'simple daily note' template to begin their planning each day, highlighting the efficiency this feature brings to their workflow.

💡Time Blocking

Time Blocking is a technique used to allocate specific time slots for tasks within the day. The speaker discusses how they use time blocks in NotePlan to schedule their day, mentioning 'time block my time' and giving examples such as blocking out an entire afternoon for drafting a presentation. This feature helps in visualizing and managing time effectively.

💡Syncing

Syncing refers to the process of updating and coordinating data across different platforms and devices. In the context of the video, the speaker highlights how NotePlan syncs with their Google Calendar and Apple reminders, ensuring that all their tasks and events are up-to-date across all their devices. This is crucial for maintaining an organized digital life.

💡Drag and Drop

Drag and Drop is an interactive feature in NotePlan that allows users to move tasks and notes around with a simple mouse or finger gesture. The speaker demonstrates this by showing how they can 'drag and drop' tasks from one day to another or onto the calendar for time blocking. This feature provides a flexible and visual way to organize tasks.

💡Checklists

Checklists in NotePlan are used to create a list of items that need to be checked off, often used for habits or recurring tasks. The speaker differentiates between to-dos and checklist items, explaining that checklists are more flexible and do not necessarily need to be completed daily, unlike to-dos which are prioritized.

💡Revisions

Revisions in NotePlan allow users to view and restore previous versions of their notes. The speaker mentions this feature when discussing how they can recover accidentally deleted content by viewing 'revisions' and restoring an old version of the note if needed.

💡Apple Shortcuts

Apple Shortcuts are customizable actions that can be created to automate tasks on Apple devices. The speaker refers to using Apple Shortcuts to quickly open their daily note or capture information into NotePlan. They mention community-contributed shortcuts, which enhance the functionality and efficiency of using NotePlan.

💡Filters

Filters in NotePlan enable users to sort and view their tasks based on specific criteria. The speaker discusses using built-in filters to view overdue items or create custom filters like a 'this week' filter to see what needs to be done. This feature helps in managing tasks based on priority and time.

Highlights

Introduction to NotePlan as an all-in-one organization app for daily and project notes, calendar, and reminders.

Demonstration of a sample daily note and workflow basics.

NotePlan's free-form note feature allowing combination of to-do items with text.

Time blocking capabilities within the app.

Revision history feature to restore accidentally deleted notes.

Use of daily notes as a scratch pad for quick jotting and later organization.

Utilization of project notes for specific projects starting from daily notes.

Shortcuts for quick note capture, such as opening today's note and capturing memos.

NotePlan's template support for daily and meeting notes.

Drag and drop improvements for task management within the app.

Differentiation between to-dos and checklist items for habit tracking.

Calendar view options for focusing on one to seven days ahead.

Syncing capabilities with Apple Reminders and Google Calendar.

Side by side note comparison for planning and organization.

Use of synced lines for referencing between daily and project notes.

Creating and managing project notes for meetings and deliverables.

Using URL to heading for direct access to specific note sections.

Line break techniques to create visual separation in notes.

Time blocking integration with Google Calendar for scheduling.

Manual process of copying and pasting for intentional task scheduling.

Filters for viewing overdue tasks and custom filters for specific needs.

Yearly, monthly, and weekly planning features for comprehensive organization.

Final thoughts on the NotePlan workflow and its effectiveness over years of use.

Transcripts

hello everyone it is 2024 so I thought

it was time for me to make an updated

video about how I use not plan to

organize pretty much my life it is my

everything app I've continued to use it

for years now I use it to organize my

daily notes my project notes it

integrates with my calendar with my

Apple reminders everything is housed in

note plan it's all searchable there and

today I want to start by showing you a

sample of a simple daily note and then a

bit of my workflow and I am going to do

my best to keep this video down to more

or less the basics there are some power

features in notep plan if you want to

get into the plugins I do use some

plugins that have been created by

various developers they're wonderful but

I want to keep this video const

concentrated on the core features that

are built into note plan so let's get

started by just looking at a sample day

from December 30th where I didn't have a

lot of projects going on but I still had

things that I wanted to do things I

wanted to reply to so let's get started

there note plan continues to be my

everything app for my daily notes my

project notes having my calendar my

reminders everything in one spot before

diving into the content the video itself

let me start by showing you what a

sample day for me kind of looks like

what I love so much about not plan is

that it's really a free form note so I

can combine to-do items with paragraph

text that I might want to jot out I can

also time block my time which I'll talk

about later I didn't on this specific

day you can see that I can make

different level headings I can create

whatever section I need for that

particular day I'm not conf to A system

that only lets me do check or only lets

me use the titles that I've used in the

past every day I have this free form

note that I can just pull up and when I

want to jot down things quickly during

the day as I'm thinking I just jot it

down in my daily note and then I'll

organize it later maybe I'll need to put

it into a project note or maybe it was

just a note on the spot and I can delete

it something else that's really nice

speaking of deleting sometimes you might

be tidying up your note a bit too much

and you delete something unintentionally

you can actually view revisions here and

that will show you all your

modifications of the past it saves it in

certain intervals so that you can pull

up an old version of the note in case

you need to go back and restore

something that you accidentally deleted

and you can choose the new note or in

this case I'm just going to cancel out

of that so again I really use my daily

note as a scratch Pad it's not just

about tasks I can draft out email ideas

as brainstorm list or just use my daily

note as a catch all for whatever is on

my brain and then I can organize that

content later and I do use project notes

to keep track of specific projects but a

lot of times I just start it in my daily

note to get it off my mind and into the

system in the moment so I don't have to

think too much about where this should

go speaking of quickly capturing what's

on my mind I typically use multiple

desktops so on my desktop one I tend to

have note plan open and my calendar app

on desktop 2 is typically where I'm

working my workspace and then desktop 3

is like slack for example so while I'm

working on my main desktop I'm not

looking at note plan I don't like to

look at it all day I'm working on a

specific task but sometimes you need to

jot something down or you're in a

meeting you need to jot something down

and so I have some shortcuts which I

actually got from the note plan

community and I'll leave a link in the

video description to a bunch of

community contributed Apple shortcuts so

I have one that's quick open to today

and sorry I didn't want to show you my

today note so I navigated to a different

day but it pretty much just opens up I

can jot down whatever I need and then I

can quickly close it so all I have to do

is quick open to today and then that

just shows me my today note and I can

quickly get that out of mind into note

plan or I can quickly reference

something there's also this quick

capture and I can either clip a memo to

my daily note if I have something in my

clipboard I can dictate I can share a

memo or I can type a memo directly to

the Daily note so let's type the memo

and then you can just add in a note that

you need to take done and that would

then add that to your daily note so if I

click open to today that added right to

the top of my list there okay now that I

gave you that quick preview of how I get

some of my stuff from my head into not

plan let me take you through my process

on a daily basis and share a little bit

more about why I continue to love note

plan and some of the improvements I've

seen in the past year to get started not

plan supports templates now and you can

create your own templates and save them

you'll see that you can have a template

note and meeting notes because there's

two different things in note plan there

are the calendar notes which are daily

weekly monthly there's quarterly which I

have turned off yearly and then there's

a notes section and the notes section is

a blank page where you can keep things

organized by folders whereas daily is

going to obviously create a new note for

each day so you can see that these are

by date I can navigate them with the

calendar or with these arrows here

versus my notes which are all in folders

like like that and I can have Pages

within those folders so on a daily basis

I really run off of a daily note a lot

of times I'll start at the weekly level

and then plan by day but I'm just going

to take you day to day in this example

that I'm going to show so I can start

here by inserting a template and let's

just go with my simple daily note which

is how I usually get started I can just

put in my tasks for the day task one

task two you can tab over to do a

subtask

with a plus sign you can now do

checklist items as well those can also

be indented however you'd like

everything does also work with drag and

drop so I can drag and drop and move and

indent there's been a lot of

improvements with that in the past year

when I move a main task it also now

moves subtasks so I really enjoy the

improved experience there I tend to just

write out whatever I need to do if if

you're wondering the difference between

a to-do and a checklist item a checklist

item is more something like a habit list

where maybe you don't need to check

everything off on a daily basis and not

plan prioritizes your to-dos so when I

check off all my to-dos for today you'll

see on the 22nd right now there's an

open circle right there because I

haven't finished everything as soon as I

check off all of my to-dos that open

circle turns into a check mark it

doesn't account for the check list items

because technically those don't need to

be carried out and done every day again

you can use a checklist more like for

your habit tracker a packing list

something like that where it's fine if

you leave things unchecked you still

finished and completed your day it's

nice to have those two different levels

of to-dos versus checklists okay so let

me just set up a little bit more here

maybe I'll have some reflection prompts

in some of my templates I have some

prompts that I carry over some times I

just copy and paste them between days

again I keep things pretty simple and

then a lot of times I do draft my social

media content and I tend to use if you

do the triple back ticks I tend to put

it in this coding block and the reason

that I do that is because then when I

use at mentions and hashtags it doesn't

get picked up in my mentions and

hashtags list which I want to keep for

search purposes I don't want it to get

cluttered with my social media post tags

I usually keep that or organized by

drafting my social media content in a

code block and again you trigger that

with the triple back tis like that

something else that's really nice is the

calendar view you can choose if you want

to just see one day at a time to focus

on one day or you can do 3 days I find

really nice to use but you can go all

the way up to 7 days so let's go ahead

and leave it at the 3 days like I had it

what you'll see here is this is a

calendar event actually I made it in my

Google calendar a reminder of a birthday

this right here is a reminder so it's

sinking with my Apple reminders here and

this again is a different calendar event

different color because it's on a

different calendar I can use the side

timeline and I can add to any of my

calendars that I have in my Gmail or in

my iCloud or I can add to reminders and

I can add it to any Apple reminder list

that I have so that was something that

Drew me to note plan in the first place

was that sync with apple reminders and

my Google Calendar obviously it works

with your Apple calendar as well when

I'm working on the day I tend to just

look at the one day at a time view like

this but at the end of the day say I'm

at the end of Monday January 22nd I

finished this task I only finished part

of that task let's go ahead and

highlight both of these and press

command D to just check them both off at

the same time let's check this off as

well what I like to do is I press option

and I click on the 23rd and that opens

the two notes side by side when you

click option it opens another note in

another tab the same thing actually

works with your project notes as well so

it doesn't just have to be daily notes

it can be your project notes that open

in another tab I tend to then insert my

same template first and then I can drag

this to tomorrow so so I might just drag

the entire thing maybe I want to

reference the task that's already done

some people are very very particular

about seeing what they did on each day

in that case maybe you want to copy and

paste I don't care as much about that I

just want to know what I need to do so

that's how I might use this and again

you can drag anything from one day to

another day I drag and drop quite a bit

if this subtask you know you wanted to

really leave it on this day just go

ahead and do that drag and drop and now

only what you need to do is there

another thing that you can do with drag

and drop is you can even move it

entirely just drag it onto the calendar

and you can move it you can link it or

you can copy it if I link it let me open

another tab then it just shows up in my

reference area like this versus let me

undo that if I copy it then it schedules

it in a different way so that these are

not actually linked and you can add on

but it's in your main note here and the

last option that you had was move which

will obviously move the entire thing

another thing when we're talking about

going from one day to another is synced

lines which are really cool so you can

again just go over here copy synced line

and then if I go to another day and I

paste in that sync line then they are

legitimately synced so if I add on on

one day it's just going to take a couple

of seconds and it will syn anything that

I do so that's that's a really nice way

if you want to reference maybe in a

project note and in your daily note

using those synced lines is a fantastic

way to do that let's go ahead and make a

project note so I can show you how I use

these a lot of times I'll use them for

meeting notes so what I might do is say

that I have a meeting on January 23rd I

might set it up in

advance like that and then I use the

arrow to say that it's going to be on

January 23rd that makes it so that on

January 23rd I'll see the project note

here and I can just quickly open it up

so that's how I kind of Link things then

I might put in the agenda notes for

meeting and then say I have another area

for my to-do items in my to-do items

that's where I would put everything I

need to do and then I can associate

dates with this so let's do this on

January

23rd let's do this on January 24th our

deliverable let's say is January

26 now let's just go ahead and open up

instead of January 22nd let's move over

to January 23rd and January 24th side by

side so that you can see here how it

looks and they would be in my references

area a lot of times when I'm working I

like to actually see that in my project

note my today so let me go ahead and

just put in my template again here I

might actually make another heading and

say that I'm working on you know this

sample project and what I can do is you

can drag and drop if you do that it

actually moves the item I don't like

that because then it removes it from my

project note I never like dragging and

dropping instead what I like to do is

command and drag and then what it does

is it drags drags it in as a synced line

I love that because then if I need to

add on to item

two then it syncs and it stays in my

project note and it's also in my daily

note here I can also option drag and

that creates a copy but that doesn't

sync it and so I personally like command

plus drag from the reference area to

create that sync the reason that you

don't see anymore the arrow with the

date is because it's not in my reference

area on January 24th it's actually in my

note for me that works out just fine

because when you click on the aster here

which it's synced you can see what day

it synced with so you can easily jump to

the day and see what day it's

referencing so I don't need that tag

there again just click on it and you'll

see that same thing if I click here then

I'll see which note it's synced with so

again I think that just works Works

fabulously well that's pretty much how I

handle taking my notes when I take a new

meeting note I usually have like one big

note for the sample project for example

and then if I have another meeting I

just put it on top so then I have

meeting with person name again maybe I

would have that on January 26th so I

just have the most recent always sitting

on the top and that works out really

well for me another thing that I use

very often if I don't want something to

show up in the reference area but like I

want to go directly to my to-do items

like all of these to-do items what I use

here is I copy the URL to this heading

and then I'll say here as my item work

on Sample project too items instead of

option click let me command click

command click opens a whole another

window and you can see it just takes me

to that specific heading so so I love

that again you can copy the URL to The

Heading the difference between copy link

to heading if I do that let's say paste

it here it does nicely show the note

title and the heading that it's on the

problem for me is that then it creates

all these references at the top that

gets really bogged down for me I prefer

not to have it that way so instead I

really rely on like I was showing before

here and then copy URL to heading if you

want it to carry over the name look into

a masterful plugin that is link Creator

but I said I wouldn't talk about plugins

in this video so I want to stay true to

that to create some visual separation a

lot of times I do line braks just triple

Dash and you will get line braks you can

collapse down on the heading level one

hack that I have here because it does

actually swallow the line line bre which

I don't love that it swallows the line

break so you can make the line break a

heading of its own let's make that a

level two heading then it's not going to

get swallowed up anymore so that's how I

tend to do things whenever I make a line

break I make it into a header and then

again it won't get swallowed up just

make sure that you're using the right

heading level the last thing that I want

to show is time blocks I do like to time

block a lot of my days so let's go on

the 23 here I'm going to close out

everything else and let's say here time

blocks decide that I want to do this

from 9 a.m. to 10 a.m. you'll see that

it creates a Time block over here and I

can choose what calendar I want my time

blocks to go to so that will actually

show up now in my Google Calendar also

really really nice let's go ahead and do

something else let's draft this

presentation and we are going to block

out the whole afternoon for that I can

also drag and drop onto my calendar I

can add a time block like this and then

I can extend it out so say it's going to

take me the whole afternoon so that's a

way that I can also time block I can

actually just drag and drop onto the

calendar you can also move things around

as time blocks do move during the day

and you can see everything just sinks

seamlessly there let's go ahead and move

it back extend it out when you're done

it will get checked off which is quite

nice and on your Google calendar it will

also show a little check mark so that's

quite nice if you're wondering if you

can move things let's say that I didn't

finish this so let's uncheck it I could

move it to the next day like that if I

move over to the next day now you'll see

that my task to item shows up here

because it's like rescheduling in this

way meaning that it will show up in your

your references area again as you heard

me say before I prefer that things don't

show up in my reference area so I don't

use that method personally if I wanted

to move this event I would either copy

and paste onto the next day or I would

drag it just like this to move it and

that to me works out much better I like

it like that then I would just move it

into whatever header that I need to move

it into again if I was getting into

plugins here there's a way to move to a

specific header but I wanted to just

stick with the simple stuff in not plan

all the buil-in features that's my dayto

day a lot of times instead of inserting

a template I might start with a day if I

have a generic type of day that's kind

of repetitive for the week A lot of

times I'm working on the same type of

things for an entire week it might take

me so I would just select all copy and

then I would option click the next day I

always do the side by side planning like

this sometimes I have multiple days you

can have as many as you want as many as

your screen will hold right you can

close them out just like that command V

and then start with that so say I didn't

finish my task 2 delete it here but it's

still here you know just like that I

find quite easy I do a lot of copying

and pasting I do a lot of manual stuff

the reason that I actually like doing it

so manually like I do it is because it

forces me to be intentional and think

like do I have enough time tomorrow to

finish it it doesn't just automatically

schedule it for me tomorrow when

tomorrow might already be a full day or

I might already have a ton of stuff on

my calendar ton of meetings on my

calendar so don't want to give myself as

many tasks so I really like that manual

process of copying and pasting from

day-to- day personally every day I make

sure that I get my green check mark I do

not like this red leaving anything

opened that's not done yet at the end of

the day I either move things over or

check them off that's how I am

but there are great filters that are

built in here that you can see any items

that are overdue you just click on your

overdue filter and it will show you

everything that hasn't been done you can

create your own type of filters like I

have a this week filter that just shows

me this week what needs to be done I

have a today filter that I can choose to

just have certain projects in you can

create any type of filters that you want

and you can choose the Search terms for

it but this is really just how I use the

daily note not then your weekly notes

that's a planning area for your entire

week so that would be like for my week

four here it would allow me to plan

anything for the week so if I have

something like need to do one need to do

two let's go ahead and option click on

January 22nd if I then show my week

section then you'll see my weekly notes

show up here you only see one level in

advance so if I click on my monthly note

for example you'll see that I do not see

my monthly to do in my daily note but if

I instead click on my weekly note and

then I open up this January area that's

where you're going to see the next level

of things so when you're in the weekly

you'll have a reference to the monthly

when you're in your monthly you'll have

a reference to your yearly there's also

a quarterly I have it turned off in my

preferences so I'll never see that

personally so that's really nice I

definitely do yearly planning monthly

planning sometimes do weekly planning it

depends on what the week looks like all

right hopefully I've kept this pretty

simple that was my goal to show you some

of the updates in note plan and just how

I'm doing a simple day which really

consists of opening multiple notes side

by side and copying and pasting and

moving things around as I need to and

then time blocking on the calendar also

obviously syncing with my calendar and

with my reminders also which I use and

um yeah I love that workflow so this has

continued to work for me for years now I

hope you found this helpful if you have

any questions please do leave them

that'll be it for now bye