Quick Tour through NotePlan

Read this to understand how NotePlan works.

Calendar

The first think you see when you open up NotePlan is a monthly, searchable calendar. It will be pre-filled with external calendar events, if you have given NotePlan the permission and if you have configured some calendars with your Mac (see the default Calendars app, which comes preinstalled). The events pulled from another calendar are purple.

First thing you see opening NotePlan

If you fill a day with bullet points, you will see orange dots in the calendar. Blue dots are scheduled todos and green dots are bullet points marked as done. Grey dots are notes (no bullets, just normal text). Cancelled todos are not displayed in the calendar.

If not all bullets were marked as either done, scheduled or cancelled, the calendar will show you how many bullets are open as reminder (only days in the past). So you don’t miss points.

Months can be switched using the arrow buttons at the top or by swiping. Clicking on the month label will jump to today’s month and refresh it.

Click on a specific day, such as ‘today’, which is marked with a blue circle to jump into the daily plan editor and enter some text. Alternatively to the mouse, you can also navigate with the arrow-keys and enter (keyboard).

Daily Plan

In the daily plan you have a markdown text editor with an initially empty day. You can fill it now with things you want to get done for the day. Create bullet points ‘* …’ for todos, title ‘# title’ for separation and format as bold, italic or inline code to emphasise points:

This view appears, when you click on a day or note.

At the top you can see the synced events from other calendars (click on the calendar icon to see from which calendar it comes).

Use tab and backtab to shift points in and out for better organisation of sub-todos. If you hover the left side with your mouse, you will get a toolbar for the most important functions: Mark as done, scheduled, cancelled, bold, italic and a markdown help.

The current day can be viewed and switched through the arrows in the top centre or by clicking on the date label. Alternatively use ⌘← or ⌘→.

Markdown

Open this by clicking on ‘?’ inside a note in the toolbar on left side .

A lightweight markup language for simple formatting of text without needing complex user interface. Created by John Gruber.

NotePlan makes use of it to organise and segment the text inside a note and to mark text as todos in different states.

The formatting of the text happens live. Links are coloured and clickable. Bullets or dashes (list items) can be also clicked to check them off.

Multiple todos can be selected and marked or shifted. The schedule option has an additional function of copying the selected todos (including a title, if one was selected) to the designated day.

Scheduling

When scheduling tasks a mini-calendar will open on the left with a date selection. For a quick selection ‘Today’ and ‘Tomorrow’ are predefined. At the bottom you also have an option of sending the todos to Apple’s Reminders application.

General Notes

In the general notes section you can write simple text notes outside of the calendar. Notes can be tagged in this section in the bottom area (of the note) and then filtered in the overview. Keyboard navigation and right click can be used here. Each note has a small menu icon on hovering for duplicating and deleting.

What else?

  • An iOS version is in development and will be released as Beta soon.
  • All files are saved and backed up in your iCloud Drive folder. Not on any of our servers. All your data is safe and sound on your Mac.
  • Developed together with an active Beta community of professionals.

Common usage:

Task Manage, Planner, Daily Notes, Calendar, Note-Taking, Project-Management.

Who is it for?

It is perfect for busy professionals working in tech, who have to juggle between different projects efficiently. It is not for collaborating teams.


Learn more: http://noteplan.co.