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All Modules · Planner

Your day, your goals,
yours alone.

A personal planner & agenda: plan your day beside your schedule,set your Daily Big 3, track to-dos and goals, and keep private notes —encrypted and private, so only you can ever read them.

Plan your day

Track your goals

Encrypted & private

Inside Planner

A personal space to run your day.

Planner is your own corner of donefy — personal, encrypted, and private. Plan your day beside your real schedule, set your Daily Big 3, track to-dos and goals, and keep notes that are yours alone. Nothing here is shared with your team — your reflections and journal are encrypted, so this space organizes your seat, it never reports on it.

It all starts with a six-step setup that makes the space yours — then we walk through each section of the module, starting with Daily Plan, the page your whole day is built around.

Your personal workspace

Personal, private, and secure — this space belongs to you alone, never shared with your team.

Getting started

Planner is your own corner of donefy.

A six-step setup makes the space yours — watch a field supervisor set up his Financial, Personal Growth, and Recreation goals, encrypted and private from step one.

Encrypted and private — only you can ever read it
01

Private

This space is entirely yours

Everything written here is private, secure and introspective — encrypted, and never shared with anyone on the team.

  • Private & encrypted
  • Never visible to your team
  • For your growth alone
02

Reflect

A moment of honest reflection

Two honest questions set the direction — who you are today, and who you want to become. Clarity here makes every goal real.

  • Define who you are
  • Who do you want to become?
  • Just for you — never shared
03

Categories

Pick the areas you'll grow

Choose the life areas that matter to you — our supervisor picks Financial, Personal Growth, and Recreation — or add your own.

  • Nine ready-made life areas
  • Add your own category
  • You'll set goals inside each
04

Goals & Plans

Goals with dates, plans with steps

Per category: goals by horizon — each with a due date the moment it's created — plans to get there, and a standing check-in.

  • Long, mid & short-term horizons
  • Every goal gets a due date
  • A recurring check-in per area
05

Partner

Accountability, on your terms

Share a private, read-only link with someone you trust. You choose exactly what they see — and can revoke it anytime.

  • You pick what's visible
  • Revoke access anytime
  • Your journal is never shareable
06

Finish

Make it yours

Set your day's hours and how completed items look — then step into your planner. Everything can be fine-tuned later in Settings.

  • Day start & end times
  • Cross out or recolor done items
  • Fine-tune later in Settings
Scroll to explore
Demo
Planner
Daily Plan Calendar Goals Achievements Settings
MW

Marcus Webb

marcus@demo.io

PlannerOnboarding
Private
Reflect
Categories
Goals & Plans
Partner
Finish

This space is entirely yours

Everything you write here is private, secure and introspective — for your growth alone. Your reflections and journal are encrypted and are never shared with anyone on your team. Take your time and be honest with yourself. Let's design the life you want, one intentional step at a time.

Continue
Demo
Planner
Daily Plan Calendar Goals Achievements Settings
MW

Marcus Webb

marcus@demo.io

PlannerOnboarding
Private
Reflect
Categories
Goals & Plans
Partner
Finish

A moment of honest reflection

This is just for you — private, encrypted, and never shared with your team. Clarity here is what makes every goal below real.

Define who you are

In your own words — your values, your character, what drives you today.

Field supervisor for a 12-person install crew. I lead from the front, keep my word, and the schedule I run is one my team can trust.

Who do you want to become?

The future version of you. Be bold and specific.

An operations manager who develops people — calmer under pressure, sharper with the numbers, and home in time for dinner.

BackContinue
Demo
Planner
Daily Plan Calendar Goals Achievements Settings
MW

Marcus Webb

marcus@demo.io

PlannerOnboarding
Private
Reflect
Categories
Goals & Plans
Partner
Finish

What areas of life will you grow?

Pick the categories that matter to you — add your own too. You'll set goals inside each.

SpiritualHealth & FitnessCareerFinancialRelationshipsPersonal GrowthEducationalRecreationContribution
Add your own category...
Add
FinancialPersonal GrowthRecreation
BackContinue
Demo
Planner
Daily Plan Calendar Goals Achievements Settings
MW

Marcus Webb

marcus@demo.io

PlannerOnboarding
Private
Reflect
Categories
Goals & Plans
Partner
Finish
FinancialCategory 1 of 3
Goals Plans Check-in

Set your Financial goals

Pick which horizons matter here — none are mandatory. Add as many goals as you want; each needs its due date the moment it's created.

Long-termMid-termShort-term

Mid-term A milestone on the way there.

3-month emergency fund saved
31/12/2026
Pay off the truck loan
10/10/2026
Add

Short-term The next concrete win, soon.

Set aside $500 this month
15/08/2026
Add
BackNext
Demo
Planner
Daily Plan Calendar Goals Achievements Settings
MW

Marcus Webb

marcus@demo.io

PlannerOnboarding
Private
Reflect
Categories
Goals & Plans
Partner
Finish

Accountability partner (optional)

Share a private, read-only link with someone you trust. You choose exactly what they see — and you can revoke it anytime. Your journal is never shareable.

What can they see?

My goals & progress
Weekly reviews
Gratitude highlights
My reflections

Partner email (optional)

d.rivera@example.com
Create private link
BackContinue
Demo
Planner
Daily Plan Calendar Goals Achievements Settings
MW

Marcus Webb

marcus@demo.io

PlannerOnboarding
Private
Reflect
Categories
Goals & Plans
Partner
Finish

Make it yours

Set your day's hours and how completed items look. You can fine-tune everything later in Settings.

Day starts

06:30 AM

Day ends

05:00 PM

When I complete something...

Cross it out

Classic strikethrough

Recolor it

Mark done in your color

BackFinish & enter my planner
Private01 / 06

Daily Plan

Today, planned beside your schedule.

Set your Daily Big 3, line up to-dos next to your real calendar, and journal the day — one private page that runs your morning.

donefy.io · Planner · Daily Plan

Daily Plan

Monday, July 13, 2026

CustomizeToday
Daily Plan Add activity
7:00
8:00
9:00
10:00
11:00
12:00
Daily Big 3
1
2
3
To Do List
Add a task...

Goals

From ambition to execution.

Define personal and professional goals with milestones, dated action steps, and a weekly evaluation meeting — and see how today's work quietly moves them forward.

donefy.io · Planner · Goals

Goals

Set goals of any type, with reminders

New goal
AllDailyWeeklyMonthlyQuarterlyAnnualLong-term

Quarterly

Save a 3-month emergency fund

FinancialQuarterly · by Sep 30, 2026 1

Finish the OSHA 30-hour course

Personal GrowthQuarterly · by Sep 30, 2026 1

Monthly

Set aside $500

FinancialMonthly · by Jul 31, 2026 2

Annual

Family camping trip — 3 weekends

RecreationAnnual · by Dec 30, 2026 1

Any type, any cadence — each goal carries its category, due date, and reminders.

Achievements

Wins worth keeping.

Streaks, milestones, and badges you earn by showing up — proof of the planning habit you're building, visible only to you.

donefy.io · Planner · Achievements

Achievements

Complete your step-stones to unlock badges you can share.

0

of 7 unlocked

Locked

First Step

Completed your first step-stone.

Stage One Clear

Finished a full stage of a goal.

Momentum

Completed 10 step-stones on a goal.

Stage Master

Cleared every stage of a goal.

Goal Achieved

Reached one of your goals. 🎉

Reflective

Kept a weekly-review streak going.

Perfect Week

Completed everything you planned this week.

More to come

Badges earn themselves as you plan — proof of the habit, shareable if you choose.

Settings

Your planner, your rules.

Reminders, week start, privacy, and preferences — tune the planner to how you work. Everything here stays personal to you.

donefy.io · Planner · Settings

Planner Settings

Save changes

Day timeline

The hours shown on the left side of your daily plan.

Day starts

07:00 AM

Day ends

06:00 PM

Completed items

How tasks, activities and step-stones look once you complete them.

Cross it out

Strikethrough

Recolor it

Your color

Color

Private journal lock

Require Face ID / passkey (or your password) every time you open your journal. Your entries are always encrypted; this adds an unlock in front of them.

Lock is off

Study block label

Rename the study section to fit your practice (e.g. Scripture Study, Reading, Learning).

Study Topic

Goal types

The categories you set goals in — used on the Goals page and the weekly domains.

Spiritual Educational Exercise Career Other
Add a goal type...
Add

Accountability links

Private, read-only links you've shared with accountability partners. Your journal is never included. Revoke any link instantly.

1 active link · d.rivera@example.com · goals & weekly reviews

Your planner, your rules — hours, labels, categories, colors, and the lock in front of your journal.

Benefits

Three reasons your day just works with donefy.

Start every day clear. Goals that actually move. Private by design.

Start every day clear — 3D illustration

Start every day clear

Your Big 3 and schedule on one page — no morning scramble.

Goals that actually move — 3D illustration

Goals that actually move

Weekly targets tied to daily action, progress you can see.

Private by design — 3D illustration

Private by design

Encrypted and private — your notes, plans, and goals are yours alone, never shared.

No credit card required.

Your day, in order. Every day.

A private planner inside your workspace — personal, secure, and free to start.

Plan your day

Track your goals

Encrypted & private