10+ Planner Templates in InDesign

Everyone has a goal that they want to aim for, meaning that there are tasks that they need to accomplish in order to reach them. If you’re having trouble figuring out the steps to help you get what it is that you want to achieve, then the best thing to do is to plan out everything you’re supposed to be doing.

A document that’s able to help you out with that would be a planner. This article will teach you all that you need to know in regards to how you should go about in coming up with your very own planner in InDesign.

Elements of a Planner

1. Goals: If you’re going to create a planner, then you’ll ultimately be working towards a goal or goals. A goal planner must be able to specify what those are, as that can help the user understand the tasks that need to be accomplished.

2. Tasks: Once the goals have been established, then next would be the list of tasks that need to be done. Each task must have a proper description which details how it should be completed.

3. Day and Time: Depending on the type of planner that you are going to create, the list of tasks should cover a certain number of days. And that’s why it’s important for the planner to point out what days will be covered, and the time in which certain tasks have to be started and possibly even completed.

4. Names: There are planners wherein the person who it’s meant for is named, and ones that require a list of names that are involved in helping someone reach his/her goal. In any case, whatever name has to be written down must be done so completely. What this means is that you’ll have to include the first name, last name, and middle initial of any person that you’ll be including in the planner.

10+ Planner Templates in InDesign

Free Goal Planner Template

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Free Monthly Planner Example

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Free Teacher Planner Template

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Sample Event Planner

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Free Financial Planner Template

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Size: A4, US

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Mental Health Planner Sample

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Size: A4, US

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Free Restaurant Business Planner

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Small Business Planner Template

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Student Study Planner Example

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Size: A4, US

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Morning Routine Planner Sample

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Size: A4, US

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How to Create a Planner

1. Gain access to InDesign: Take note that if you do not have access to the program, then you can simply obtain it via online purchase or by buying it in your nearest computer electronics store. Once you have it installed it, then here’s what you should do.

  • Launch Indesign and click Create new to open the New Document dialog. You can also use the shortcuts Control+N (Windows) or Command+N (macOS).
  • Select a category at the top such as Print, Mobile, or Web.
  • Select any of the presets of the different document types.
  • Specify exact dimensions, change measurement units and page orientation by selecting Preset Details
  • Once done, click Create.

If you like, you can also the same process to help you create other documents with InDesign.

2. Making your planner: Now that you know how to use InDesign to create your one from scratch or from a planner template, next is to put in the information it needs. Here are the things that you’ll need to do:

  • Make a list of all the things that you’ll need to do: In order to put items into your planner, you’ll have to know exactly what tasks you will need to accomplish. That way, you’ll be able to see which one you’ll have to prioritize so that you’ll be able to achieve your goal or goals faster.
  • Organize all the information you’ll be putting in the planner: You’ll want your planner to have a sense of order, meaning that proper organization must be taken into careful consideration. Know which tasks you’ll have to finish first so that you’ll know where to put it in your planner. With the many different rows and columns available, plan out what day and time certain tasks fall under and put them into the sheet accordingly.

Tips for Making a Planner

  • Update it whenever necessary: There will be occasions wherein not everything in the planner will happen exactly as expected. Should there be instances wherein you are not able to perform a specific task on a desired day or time, then you’ll have to make adjustments. Plan out how you’re going to arrange everything to guarantee that you’re still able to meet your goal or goals on time.
  • Check to see if you didn’t forget to include anything important: If there are tasks which are crucial in fulfilling a particular goal, then you’ll want to make sure that it’s listed down in your planner. So what you’ll have to do is to check if everything that you need to do is all present within the document. It’s best that you do a double-check just to make sure that you didn’t leave out anything important.

Types of Planners

Here are a few examples of the different types of planners that you can create:

If you like, you can go through our site to search for more information on the types of planners that you can make. Also, you can check out articles on different documents and how to make them.

Planner FAQs

How do I make sure that I have access to my planner at all times?

One of the more convenient methods of accessing a planner that you’ve made is by carrying it around with you in your mobile device. You can do this by transferring the file to its storage or you can save it in a cloud and access it from there.

Can I use other programs to make a planner?

Yes. There are many different types of programs that you can use to make a planner. Just be aware that they all have their own set of tools, meaning that you’ll want to choose one that you’ll have an easy time using and one that you can quickly familiarize yourself with.