A NOTE FROM UNBOUNDMUSESTUDIO
Notion, spreadsheet or PDF: which planner fits you?
Start with the way you already work. A simple guide to choosing a format without learning everything at once.
Start with one job you need help with
Do you want to calculate working hours, leave a note for tomorrow, or see a set of projects together? Choose the job first. A template is easier to keep using when it solves one specific problem.
Choose a spreadsheet when totals matter
Spreadsheets are useful when you need repeated entries, sorting and calculations. Use the supplied input cells and leave formula cells intact. Try the included example before replacing it with your own records. Check the product page for the recommended software; a workbook designed for Excel may behave differently elsewhere.
Choose a PDF when you want a clear page
Print a worksheet for handwriting, or use the form fields in a fillable version. Download the file before entering information, save a copy under a new name, close it and reopen it to check that your changes remain. Printable and fillable are different: a printable PDF may have no interactive fields. A PDF also does not automatically calculate totals unless the product specifically says it does.
Choose Notion when connected notes suit you
A Notion template can bring pages and database views into a single workspace. You need a Notion account to duplicate and edit it. Start with the supplied guide, make your own copy, then try a sample entry before removing demo records. Do not assume different databases or external files update each other unless the instructions confirm it.
You do not need to use every version
If a bundle includes several formats, pick one as your main record. Keep a backup before large changes. The spreadsheet, PDF and Notion versions in our planners are separate systems; switching formats usually means moving your information manually.