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Duplicate this template into your workspace, then start here. Use the links on this page to jump to every module. Do the setup once. After that, live on the home dashboard.

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1. What this planner is

m y p l a n n e r is an all-in-one life dashboard. The home page is the launchpad. Each item in the left menu opens a full module. The databases talk to each other through relations — tasks connect to goals, areas, projects, travel, and your life profile.

The loop: capture → sort → do today → tick → review.


2. Setup — first 20 minutes

  1. Duplicate the template into your own workspace.
  2. Pin m y p l a n n e r to your sidebar.
  3. Open life on the right of the home page. Edit the profile card: name, birthday, and the text labels you want to see (tasks, subscriptions, overdue).
  4. Open areas and keep only the life areas you actually use. Archive the rest.
  5. Open routine and habits → fill greetings with wake-up and bedtime → create morning steps 1–5 and night steps 6–10 with the blue New button → rename habit 1–6 to your real habits.
  6. Add 1 test task from the home Quick add buttons. Mark it done. Delete it.
  7. Add 1 inbox item. Process it. Delete it.
  8. Do not customize layouts on day one. Use the system as-is for a week.

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Do not delete the left-menu pages or the linked databases on the home page. Hide or archive instead. Deleting a source database breaks views everywhere.

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3. The home dashboard

Open m y p l a n n e r first every day.