woman taking notes

How to Set Up GoodNotes 5 for Service Real Estate Sales & Brokerage

Simple organization for note collection and activity tracking using GoodNotes 5

It finally happened, my wife asked for my help to go paperless using her iPad.

As service professionals, we have lots of paper and notes flying around us everyday. We have conversations that bounce randomly from topic to topic. For the past 4 years or more I have been using GoodNotes as my digital note taking tool to keep track of it all. So I will be sharing my best tips that I have learned through years of trial and error.

The basic organization of GoodNotes 5

Organization is simple. I use folders for same subject, Notebooks for specific activities and projects, Activity Tracker for daily, weekly, and monthly planning and tracking. And a Daily log to collect conversations, notes ideas and whatever comes up.

  • Folders
  • Notebooks
  • Activity Tracker
  • Daily Log

This simple structure will allow you to capture and recall the events of every day, and recall those details with a simple search within GoodNotes.

Here’s how, step by step:

Step 1: Create Two Folders (Bullet Journal>Year Bullet Journal)

Create a top level folder titled “Bullet Journal”.

This is where you will keep all of your journals. Over time you will have other things that you add to GoodNotes and you will want to have all your journaling notebooks in one place for quick access.

Inside the “Bullet Journal Folder” you will need to create a sub folder titled “2022 Bullet Journal”. Each year after this you will add new folder for each year.

Step 2: Create Two Notebooks: Daily Log & Activity Tracker

These two notebooks will serve all of your basic tracking, idea captures, note taking needs.

The Daily log is just what it sounds like. This is where you will keep all of your hand written notes for each day. Every page will be giving a title and date for recall later.

The Activity Tracker is where you will track progress. Inside this notebook you will have your Monthly Log, Daily Calendar. This notebook is what you will use to know you are on track with your goals on a daily basis.

Similar Posts