How to Get Started With Artful Agenda - Artful Agenda (2024)

04 Oct How to Get Started With Artful Agenda

Welcome to the amazing world of Artful Agenda! We’re absolutely thrilled that you’ve decided to join us or are exploring whether this digital planner is the perfect fit for all your organizational needs. Starting off on the right foot is key to making the most out of any experience, so let’s get you set up for success!

Sync Your Calendar

First things first, let’s sync your Google, Outlook, and/or iCloud calendars with Artful Agenda. You can click here if you need directions on how to connect your calendars to Artful Agenda. Don’t have a digital calendar yet? No worries, creating one is straightforward, and once it’s set up, the information will seamlessly integrate with Artful Agenda.

Download the Desktop And Mobile Versions

Next, make sure to get both the desktop and mobile app versions, whether for iOS or Android, for ultimate accessibility. Having Artful Agenda on your phone means you’ll never miss a beat, whether you’re at home, in the office, or on the go.

Watch the Overview Video & Tap into Onboard Tutorials

Before you delve deeper into planning with your Artful Agenda, it is a good idea to watch our video overview of the desktop version. This will acquaint you with its main features and how to navigate the agenda. Since the mobile apps offer a slightly different experience compared to using Artful Agenda on a computer, we’ve got you covered with in-app tutorials. Simply tap on any red dots you encounter and read the pop-up tutorial messages.

Choose Your Calendar Settings

Whether you prefer a Sunday or Monday start to your calendar week, you can decide with the click of your mouse under the Calendar Settings icon. This is also where you can choose if you want your unchecked tasks to rollover automatically to the next day, and if you want your tasks to fall to the bottom of the list as you check them off. Our international subscribers can also select the ‘Use International Dates’ option to get the dd/mm/yyyy date format.

Schedule Recurring Events

Once you’ve got the basics covered, it is time to start filling in your digital planner with events and appointments. Use the “Repeat” option in the event modal to schedule recurring events, making sure that you never miss any weekly, biweekly, or monthly commitments. You can even set up your bills as recurring events, ensuring you never forget to pay them. Add alarms to set up alerts to notify you on your phone for additional assurance.

Create and Manage Your Goals & Tasks Lists

Now it is time to use the monthly and weekly goals sections to set up your short and long-term personal objectives and track your progress.

You can edit the titles of the task boxes on the Day view by tapping on the pencil icon and renaming them to what works best for your planning needs. Then start adding your tasks to the appropriate task list. If you later decide a task belongs in a different list, just grab the check circle and drag it to a different task box. You can also select the repeating arrow icon to set up a task to repeat daily, weekly, bi-weekly, monthly, or yearly. If you need to override the default rollover settings that you selected in Calendar Settings, you can do that here as well. When you complete a task, click on the check circle and it will fill in the circle and strike through the task. Trust me, crossing off completed tasks is incredibly satisfying!

Make Lists and Take Notes

The List tab is the place to add all of those lists and notes that don’t belong on your day or week views. Brain dump, grocery, packing, and gift lists, as well as all kinds of meeting or study notes can be created in the list tab and filed and sorted according to your preference. You can even pin those frequently referenced notes right to the top for easy access!

Customize it to Match Your Personal Style

Now for the fun part! Personalize your planner to match your unique style, your current mood, or the coming season.

Choose from various cover designs.

You can even pick a handwriting style that mimics your own.

Add drag-and-drop stickers to make your planner truly one-of-a-kind.

Are you a fan of color-coding your events? Artful Agenda excels at color coding! Create multiple calendar categories in your source calendars to help you color code efficiently. After you create all of your categories you can click on the right-facing arrow for each calendar under Calendar Settings and either pick a color from our curated Quick Select Palette, enter a hex code, or click on Adjust to get the color picker and extract your colors right from your current cover. So much fun!

Share Your Referral Code

Once you’ve personalized your planner and fallen in love with the Artful Agenda experience, share your referral code with friends and family. To find your unique referral code, log in to your Artful Agenda in the browser version and go to My Account > Referrals. You’ll get a credit for 10% of their first order, and they’ll unlock a premium cover and sticker pack. It’s a win-win for everyone!

Join our Community

Along with all of the steps outlined above, there’s so much more to explore in the wonderful world of Artful Agenda. We invite you to join our private Facebook group Artfully Obsessed where you can find inspiration and support, and dive in to discover the countless ways to live more artfully. We can’t wait to see you thrive with our amazing digital planner!

If you haven’t experienced the fun and functional features of Artful Agenda for yourself, you can take advantage of our FREE two-week trial today.