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

Stacey Roshan
2 min readJan 8, 2024

It’s a new year, so I thought it was time for me to make an updated video sharing how I use NotePlan to organize my life! I started using NotePlan back in 2023, and I have used it every single day since then.

NotePlan has added many powerful features since the last time I made a video about it, so I wanted to demonstrate how I’m using these enhancements and also share my updated daily workflow and evening review process.

  • 0:00 Introduction
  • 1:15 A look at a simple sample day for me — how I plan todo’s, checklists, take notes, timeblock
  • 2:23 Revision history in NotePlan
  • 3:20 How I use NotePlan for Quick Capture with Apple Shortcuts
  • 5:16 Inserting custom Templates to your note
  • 6:25 Improvements to drag/drop with tasks/subtasks and new Checklist features
  • 8:03 How I draft social media content in NotePlan
  • 8:40 Improvements to calendar view and multi-day view + sync to Google calendar and Apple Reminders
  • 9:38 How I do an end-of-day review using NotePlan’s split screen view with multiple days side-by-side
  • 11:00 Move/copy/link tasks from daily note onto another day on the calendar
  • 11:33 Using synced lines — quick preview
  • 12:10 Sample project note for a Meeting Note and how to schedule to-do items to your daily notes
  • 13:40 More on synced lines and a sample workflow from project notes to your daily note
  • 15:30 How to link to a specific heading in NotePlan
  • 16:40 Horizontal line divider and a hack to keep the visual separator visible when collapsing a heading
  • 17:20 Time blocks in NotePlan + new option to sync timeblocks with your Google/Apple calendar
  • 19:40 A closer look at my daily evening review process
  • 21:00 Filters in NotePlan
  • 21:30 Weekly, Monthly, and Yearly notes

Here is a link to my full playlist of videos about NotePlan on YouTube in case you’re interested in exploring more: NotePlan Playlist



Stacey Roshan

Educator | Keynote speaker | Consultant | Author: Tech with Heart | #EdTech Enthusiast | NAIS Teacher of the Future |