Setting Up A New Planner

Setting up a new planner: 70 Tasks to add
BY RACHAEL
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New year = new planner to set up! Things have a way of sneaking up on you throughout the year
if you don’t plan them. The start of a new year is the perfect time to add recurring tasks and
often-forgotten tasks to your new planner!
RECURRING TASKS TO ADD TO YOUR
PLANNER:
HEALTH
1. Dentist appointments
2. Eye check up – optomestrist
3. Prescription refills
4. Date you need to throw out makeup (I put a label with the date on the tube so I know when
I opened it)
5. Reminders to clean your makeup brushes
6. Marathon’s or any other events you’re training for
7. Me time
8. Visit the vet
9. Dog flea treatment
HOME & LIFE

1. Update life insurance
2. Check investments (property, shares etc.)
3. Update retirement plan / strategy
4. Vacations
5. People to contact
6. Put up holiday decorations
7. Reminder to send out Christmas cards
8. Book in a car service
9. Family events e.g. anniversaries & birthdays
10. Home projects
CLEANING
1. Clean A/C filters
2. Spring clean e.g. basement, attic etc.
3. Cleaning things that are often forgotten such as ovens, microwave, cupboard fronts,
running a clean cycle on your dishwasher
4. Clean gutters
5. Clean out pantry and throw out expired food
6. Go through your closet and donate clothes to charity
7. Switch closet over to winter / summer
8. Clean windows
9. Test smoke detectors batteries / change
10. Reminder to flip your mattress
Sticky notes are ideal for tasks that may change:
Related: 10 ways to plan using sticky notes
WORK
1. Recurring meetings
2. Events
3. Public holidays
4. Performance review
5. Talk to your boss about salary
6. Leave days
Washi tape is ideal for the monthly calendar for vacations and events that occur over multiple
days:
Related: Best pens for writing on washi tape
MONTHLY REMINDERS / TASKS

1. Check budget
2. Family night
3. Meal planning
WEEKLY REMINDERS / TASKS

1. Meal planning
2. Cleaning
3. Bin day
4. Laundry
5. Backup computer
6. Pay bills
DAILY REMINDERS / TASKS

1. Take medication
2. Exercise
3. Ate fruit
4. Ate vegetables
5. Water intake tracker
6. Practice something e.g. a new language
7. Water plants
8. Read / bible study
Habit trackers are ideal for things that occur multiple times each week
Related: 100 things to put in your habit tracker of your planner or bullet journal (plus free
printable habit tracker)
Related: Week 42: Using the Focus Journal Daily Planner
MONEY
1. Phone bill
2. Water bill
3. Power bill
4. Internet bill
5. Cable bill
6. Car insurance
7. Home & contents insurance
8. Life insurance
9. Paydays
10. Mortgage repayments
11. Car loan repayments
12. Rent payments
CHILDREN
1. Sporting events
2. After school commitments
3. Exams
4. Assignment due dates
5. Friend’s birthday parties
6. Swimming carnivals & sports days
7. Theatre
8. Award’s days
9. Excursions / field trips
10. School fees due
11. Go through closets and donate clothes that don’t fit anymore
TOOLS FOR ADDING RECURRING TASKS

TO YOUR PLANNER:
Rather than re-writing the same tasks over and over again in your planner, use some of these
tools to speed up the process!
 Planner stickers! (tutorial in this post)

 Washi tape for things that run over multiple consecutive days (such as vacations and
events)
 Colored dot stickers for menstrual tracking in the dates at a glance calendar pages (that are
usually at the start of a planner)
 Use stickers printed onto removable label paper
 Symbols instead of writing out entire words e.g. writing a dollar sign in different colors for
different bills that are due, payday etc. (Related: how to color code bill paying in your
planner (7 different ways)
 Highlighter or pen for color coding and flagging things where you’re short on writing
space (and then using a sticky note with a code written on it)
Yearly calendars such as this one from the Lorna Leigh Lane Planner are great for using
symbols and colored dot stickers or highlighters to color code as they don’t provide much
writing space
(Related: how to color code bill paying in your planner (7 different ways)
MORE PLANNING POSTS:
 Weekly Planners That Start on Sunday (Planner Roundup)
 5 Ways to use sticky notes for school or college
 How to make lined note paper DIY planner insert refills in Photoshop (quick and easy step
by step tutorial)
 Minimalist Planner Decorating: Title Ideas for your Bullet Journal
 10 Quick planner hacks you need to try (planning tips & inspiration)
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FILED UNDER: BULLET JOURNAL, BULLET JOURNAL TIPS, PLANNER NEWBIE, PLANNER
ORGANIZATION, PLANNING TIPS & INSP IRATION
COMMENTS
1. Eleni says
January 3, 2018 at 22:13
very useful rap-up. congrats!

2. Loloma says
January 4, 2018 at 06:02
This is such a great post Rachael! I’ll be using your list this week!
3. wendy owen says
January 8, 2018 at 22:06
Thanks very much Rachael. You are amazing…I feel inspired!
o Rachael says
January 9, 2018 at 21:24
Glad you found this post helpful! Let me know if there’s any other tips etc. that you’d like to read
about on the blog
Welcome to All About Planners! I’m Rachael, a 20-something Aussie addicted to graphic design
and all things planning. On the blog you'll find more than 200 planner reviews as well as
planning tips and some of my past weekly spreads.
Subscribe and join 50,000 others on the quest to find planner peace!
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What recurring tasks are suggested to add to a planner?

What recurring tasks are suggested to add to a planner?

What are some tips for adding recurring tasks to a planner?

What are some tips for adding recurring tasks to a planner?

Setting up a new planner: 70 Tasks to add

HOME & LIFE

Sticky notes are ideal for tasks that may change:

Related: 10 ways to plan using sticky notes

Related: Best pens for writing on washi tape

MONTHLY REMINDERS / TASKS

WEEKLY REMINDERS / TASKS

DAILY REMINDERS / TASKS

TOOLS FOR ADDING RECURRING TASKS

 Planner stickers! (tutorial in this post)

FOUND THIS POST HELPFUL? PIN IT!

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 How to plan your week faster (7 ways)

 Click to share on Twitter (Opens in new window)

January 3, 2018 at 22:13

very useful rap-up. congrats!

January 4, 2018 at 06:02

3. wendy owen says

January 8, 2018 at 22:06

Thanks very much Rachael. You are amazing…I feel inspired!

about on the blog

 Bullet Journal Ideas: 26 Weekly Spread Layouts to Try

 10 Different ways to do a monthly goals review in your planner

 Guide to visiting Rovaneimi in Lapland, Finland (the home of Santa Claus!)

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