Daily plan
Your Big 3, to-dos and notes for the day on one page, next to your schedule.
Module · Planner
Your day, your goals.Yours alone.
A personal planner for your own seat: set your Daily Big 3, plan beside your calendar, track goals and keep a journal that is encrypted so only you can read it.
Plan your day
Big 3 beside your calendar
Track your goals
Weekly reviews, real progress
Private journal
Encrypted, only you read it
4 sections
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...
AddFinancialPersonal 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
AddShort-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
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...
AddAccountability 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.
Inside Planner
Everything you need to run your own week.
Planner is personal. Your plans, goals and entries belong to you, not to the team.
Personal calendar
See your day and week at a glance and plan around what is already booked.
Goals with cadence
Set goals and break them into daily and weekly action with reminders you control.
Evaluation meetings
Review each goal on a schedule, log what moved and see your evaluation streak.
Encrypted journal
Every entry is saved separately and encrypted, so only you can read it.
Achievements
Earn badges as you finish plans and reviews, so the habit has something to show.
Why teams switch
Three reasons your day just works.
Start every day clear, keep goals moving and keep your notes to yourself.
Start every day clear
Your Big 3 and schedule on one page, no morning scramble.
Goals that actually move
Weekly reviews tied to daily action, with progress you can see.
Private by design
Journal entries are encrypted and never shared with the team.
Questions
What teams ask first.
No. Planner is personal to your seat. Your plans, goals and journal are not shared with the team.
Each entry is saved separately and encrypted at rest with a key that is not stored beside it.
Each goal has its own cadence and evaluation meetings, with reminders you choose and a record of every review.
Yes. The donefy app for iOS and Android opens the same Planner as the web.
Put your day in order.
A private planner inside your workspace, ready on every device.