My Productivity Workflow 2026: Quick Entry Shortcuts, Daily Planning & the New Card View with NotePlan

It’s almost 2026, which means it’s time for my annual How I’m Using NotePlan video.

In this walkthrough, I focus on four things:

  1. How I use Apple Shortcuts for quick entry into NotePlan (including voice transcription with ChatGPT and Siri-enabled shortcuts from iPhone or Apple Watch);
  2. A quick overview of my very simple daily workflow;
  3. How I structure a typical note for meetings;
  4. How I track project tasks using the new Card (Kanban) view

Table of Contents:

  • 0:00 Introduction
  • 0:31 Apple shortcuts for quick entry into NotePlan
  • 0:45 Creating Mac desktop widgets for your NotePlan shortcuts
  • 01:38 My most often used Siri-enabled Apple Shortcuts for NotePlan and how I use them (Add to Today, Add Under a Heading from Your Template, Voice Add)
  • 04:14 Add to Friday quick add
  • 04:48 Voice Add using ChatGPT
  • 06:00 Voice Summary WITH Tasks Using ChatGPT
  • 07:08 Send URL to NotePlan Google Chrome extension
  • 08:16 Simple daily workflow
  • 10:59 How I handle meetings and follow-up tasks
  • 13:49 How to track project tasks with the new Card (Kanban) View
  • 18:44 Outro

Shortcuts:

I hope you found this helpful! Feel free to reach out if you have any questions about NotePlan or my workflow. And a huge thank you to all the amazing people in the NotePlan community, who continue to inspire me with their ideas, expertise, and generosity.

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