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I help people just like you build strong systems and establish kickass habits so you have more time for what really matters.
Systems and efficiency expert and the creator of The Daily Page Planner.
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planners + notebooks
When it comes to organizing information, notes, and research, I rely exclusively on Google Docs (or sometimes, Google Sheets!). These are basically the Google equivalent of a Microsoft Word document or Spreadsheet, but their cloud-based location gives them superpowers that make them perfect for organizing practically any aspect of your life or business.
Being an efficiency expert, people often assume that I’d be obsessed with OneNote, Evernote or Notion. But the truth is that I have tried them all, and honestly, when it comes to keeping track of information, nothing works as well for me as a Google Doc! I love their simplicity, usability, and the fact that it’s so easy to access and share from anywhere, with anyone. Plus, they work well across practically every device and OS, whether people are using iOS, Android, Microsoft, etc. Sometimes, simplicity is the answer, you know?
I’m all about streamlining things, and the more systems you can contain within one ecosystem (Google, Microsoft) the easier your life will be. If you are using Google Teams, or storing files in Google Drive, then Google Docs makes even more sense as your research management solution. Google Docs is free, compared to the sometimes costly monthly subscription fees associated with other services.
If you you aren’t quite sold on Google Docs for organizing your latest brain-storming session, thesis research, or trip itinerary, perhaps you haven’t been introduced to some of Google Docs’ best features! These are the ones that will change your life:
Adding Bookmarks – You know those colorful little paper flags you dutifully put in your favorite books? These are sorta like that, but digital and better. A Bookmark creates a reference point in your document that can then be hyperlinked to. When the user clicks on the link, they will be brought not just to the document but to that specific page/paragraph/word in the document. This is great for lengthy projects and also really helpful for things like guidebooks or tutorials. To get the link to a specific bookmark, click on it and press the copy button. You can now use that to send someone to that exact point in your document via text, chat, email, and so on. To add one: Insert > Bookmark.
Building Blocks – These are another way that Google Docs can be far more powerful than most people realize. A Building Block is basically an optimized space for common tasks or embedding other documents, such as Meeting Notes or Progress Trackers. Insert > Building Blocks > pick one to insert!
Drop Downs – The internet loooooves the way those dropdown menus appear in Notion (they are really having a moment over on #ProductivityTok), but Google Docs can do the same thing. Insert > Drop Down.
Tables – While I wish the Table features in Docs were a bit more powerful and could add numbers or support formulas the way Sheets does, it is still helpful to insert a table into documents when you are trying to organize information, such as a budget, itinerary, or meal plan. Insert > Table.
Search Bar – My favorite thing about storing all my information and research in Google Drive is that all of my files are searchable from the address bar in my Google Chrome Browser. That means when I’m surfing the web, and find an interesting restaurant to visit on my trip to Italy, all I need to do is open a new tab, start typing Italy, and my Italy Itinerary Google Doc will pop up as a top option. One click, and I’m adding the restaurant’s info into my Doc.
Custom Colors and Fonts – You can easily customize the look of your Google Doc to meet your needs or preferences, including the default background color and fonts. Two of these can be found under File > Page Setup where you can alter the default background color and switch to a “Pageless” design that is a bit more modern. You can also add new fonts by going to the font drop-down and choosing “More Fonts” from the top of the list.
Hyperlinking – The ability to easily hyperlink throughout your document is another feature that makes Google Docs easy for organizing information. Highlight the text > Right Click > Insert Link > Paste the desired URL destination.
Word Count – If you are writing captions with a character limit or want to monitor your progress on a creative writing project, you might enjoy using Docs built-in Word Count feature, which you can pin down in the bottom left of your screen, so it’s visible while you’re working. Tools > Word Count > Check the box for “Display Word Count While Typing”.
Voice Dictation – All the marketing pros will tell you to “write the way you talk” in order to sound more authentic and casual when writing blog posts or newsletters. A trick that I’ve found helpful is using Google’s voice dictation tool to talk and have my voice translated into text, and with it built right into Docs it’s easier than ever. Tools > Voice Typing.
Outline – If your document uses headers and subtitles, Docs will automatically create an outline view that can help with navigation. It’ll appear in a left sidebar. I love this when creating guides or tutorials, as it creates a “table of contents”. View > Show Outline.
The documents used in the background of these GIFs is either my business SOP document, where I organize tutorials for common tasks. Or, Travel Itineraries for past trips I’ve taken. If you’d like to learn more about either of these or how I’ve created them, I have two blog posts (complete with video tutorials) that can help:
How to Create an SOP Document in Google Docs – I’ve been organizing information in my “SOP” Google Doc for nearly a decade. Not only does this make it easy to send tasks to a virtual assistant or team member, but it saves me time + mental bandwidth by giving me the steps.
How an Efficiency Expert Plans Travel – As soon as a trip is on my radar, I start a Google Doc for it. This blog post will show you how I set one up, along with 3 other Google Tools that make trip planning a breeze!
Holistic, sustainable planners designed to help you align work + wellness.