The Ultimate Guide to Note-Taking and Planning Apps: Reviews, Tips & Best Picks

―By Keshara M.

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Updated May 2, 2025

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7 min read

The Ultimate Guide to Note-Taking and Planning Apps
Table of content

Let me guess—you've got sticky notes all over your desk, half-written ideas buried in random notebooks, and to-do lists scattered across apps that don’t talk to each other. Sound familiar?

Yep, I’ve been there too. And that’s exactly why finding the right note-taking and planning apps changed everything for me.

In this guide, I’m breaking down the best tools out there so you can stop feeling overwhelmed and finally stay organized (without juggling five apps). Whether you're a student, a creative, a busy professional, or just someone on a mission to get your life together—this one's for you. 💪

Why Note-Taking and Planning Apps Matter

Let’s be real—our brains weren’t designed to remember everything. That’s why we rely on notes, plans, and checklists to keep us on track. But here's the kicker: not all apps are equal.

Some are perfect for writing long-form ideas, others are lifesavers for managing projects or syncing notes across every device you own. Getting that perfect combo of features is where the magic happens.

And once you’ve got the right tool in place? Your productivity goes next level.

What to Look for in a Note-Taking App

Before we dive into reviews, let’s talk about what actually matters when choosing a note-taking or planning app.

Core Features to Consider

Ask yourself: what do you need your app to do for you?

  • Rich Text & Media Support – Can you add images, links, code blocks, to-do lists?

  • Tagging & Organization – Folders? Tags? Nested pages? That stuff makes retrieval way easier.

  • Search Functionality – If you can’t find your notes later, what’s the point?

  • Collaboration Tools – Need to share your notes or collaborate on projects?

Planning vs. Note-Taking Focus

Some apps are designed more for long-form writing and idea capture (like Obsidian), while others lean heavily into to-do lists and calendars (like Notion).

You’ll want to be honest about your priorities. Are you mapping ideas? Planning tasks? Doing both?

Platform & Sync Support

Here's the kicker—does it work where you work?

  • Windows, macOS, iOS, Android, Web?

  • Sync across devices in real-time?

  • Offline access?

Imagine drafting your grocery list on your laptop, editing it on your phone, and then checking it off at the store—without a hiccup. That’s the dream.

Data Privacy and Export Options

Your ideas are yours—so you should be able to back them up and move them anywhere.

Look for:

  • Export options (Markdown, PDF, HTML, etc.)

  • Encryption or end-to-end privacy

  • Open-source tools if you want total control

App Reviews & Comparisons

Alright, time to get into the nitty-gritty. Here’s a look at 7 top-rated note-taking and planning apps, what they do best, and who they’re for.

1. Notion

Best For: Custom Workspaces & Project Planning

Notion is like playing digital LEGO—you can build anything from a simple to-do list to an entire project dashboard.

Notion - Note Taking and Planning App
Notion - Note Taking and Planning App — Photo by notion.com

Key Features:

  • Pages within pages (infinite nesting)

  • Relational databases

  • Kanban boards, calendars, & timelines

  • Templates galore

Pros:

  • Extremely customizable

  • Great for teams & solo workers

  • Web + desktop + mobile supported

Cons:

  • Maybe too flexible (can feel overwhelming)

  • Lacks true end-to-end encryption

Ideal Use Cases: Project planning, team collaboration, content calendars

2. Evernote

Best For: Traditional Note-Taking & Organization

Evernote has been around forever—and there’s a reason. It's rock-solid for organizing notes, ideas, and research.

Evernote - best Note Taking and Planning App
Evernote - best Note Taking and Planning App — Photo by evernote.com

Key Features:

  • Web clipper (saves parts of the web)

  • Tags & notebooks

  • Cross-platform syncing

Pros:

  • Versatile and intuitive

  • Web clipper is a gem

  • Strong search functionality

Cons:

  • Pricey premium tier

  • Interface feels a bit dated

Ideal Use Cases: Research, personal knowledge bases, meeting notes

3. Microsoft OneNote

Best For: Students & Office Users

A digital notebook designed almost exactly like your old-school binder.
OneNote↗

OneNote - best Note Taking and Planning App
OneNote - best Note Taking and Planning App — Photo by onenote.com

Key Features:

  • Handwriting & drawing tools

  • Audio note recording

  • Deep MS Office integration

Pros:

  • Free and feature-rich

  • Great for stylus users

  • Easy section/page layout

Cons:

  • Syncing can be glitchy

  • UI feels cluttered at times

Ideal Use Cases: Lecture notes, class organization, brainstorming on touchscreens

4. Apple Notes

Best For: Apple Ecosystem Users

Sometimes simple is better—and Apple Notes hits that sweet spot. Seamlessly integrated into iOS/macOS.

Apple Notes - best Note Taking app
Apple Notes - best Note Taking app — Photo by thesweetsetup.com

Key Features:

  • Fast syncing across Apple devices

  • To-do lists, checklists, tables

  • Handwriting & sketching

Pros:

  • Clean interface

  • Native iOS/macOS integration

  • Totally free

Cons:

  • No Android or Windows support

  • Limited sorting/tagging

Ideal Use Cases: Everyday note-taking, journaling, grocery lists (plus iCloud sync is 🔥)

5. Google Keep

Best For: Quick Notes & Simple Reminders

Sticky notes, but smarter—Google Keep is ideal for fast, no-fuss capturing.

Google Keep - best Note Taking app
Google Keep - best Note Taking app — Photo by zapier.com

Key Features:

  • Color-coded cards

  • Location-based reminders

  • Voice memos

Pros:

  • Super fast and lightweight

  • Google integration

  • Quick sharing & collaboration

Cons:

  • Not great for long-form content

  • Limited organization features

Ideal Use Cases: Shopping lists, reminders, fast idea capture

6. Obsidian

Best For: Markdown Users & Knowledge Management

Obsidian is like a second brain for power users. If you love Markdown, backlinks, and building your own personal wiki—the hype is real.

Obsidian - best Note Taking app
Obsidian - best Note Taking app — Photo by obsidian.md

Key Features:

  • Markdown-based file storage

  • Graph view connections between notes

  • Vaults for local storage (no cloud required)

Pros:

  • Full control over your data

  • Plugin-rich ecosystem

  • Zero subscription needed

Cons:

  • Steep learning curve

  • Not beginner-friendly

Ideal Use Cases: Zettelkasten method, writing, personal knowledge wikis

7. Joplin

Best For: Open-Source & Privacy-Focused Users

If privacy is your priority, Joplin is a serious contender. It’s open-source, flexible, and supports syncing via your choice of cloud provider.

Key Features:

  • Offline-first design

  • Open-source and free

  • End-to-end encryption

Pros:

  • Excellent for privacy advocates

  • Supports Markdown

  • Import/export capabilities

Cons:

  • UI not very polished

  • Some features require setup

Ideal Use Cases: Secure journaling, decentralized notes, developer notes

Comparison Table: Features at a Glance

App

Best For

Sync Across Devices

Offline Access

Collaboration

Data Privacy

Notion

Custom Planning

Evernote

Traditional Note-Taking

⚠️

OneNote

Students & Office Users

⚠️

Apple Notes

Simplicity on Apple Devices

✅ (Apple only)

⚠️

Google Keep

Quick Notes & Reminders

Obsidian

Markdown + Knowledge Base

⚠️ (manual sync)

Joplin

Privacy & Open Source

⚠️ (custom sync)

Best Apps by Use Case

No time to test every app? Here’s what I recommend based on real-world use:

  • For Students: Microsoft OneNote or Joplin

  • For Professionals: Notion or Evernote

  • For Creatives: Obsidian or Apple Notes

  • For Privacy-Conscious Users: Joplin or Obsidian

  • For Project Planning: Notion (with templates = 🧠💥)

Final Thoughts: Choosing the Right App for You

At the end of the day, your perfect app isn’t about what’s trending—it’s about what works for you.

So pause and ask:

  • Do you need to capture quick thoughts or map out projects?

  • Are you working solo or managing a team?

  • How important is data privacy to you?

I always suggest starting simple. Pick one app, use it consistently for two weeks, and see if it clicks. That’s how habits form and clarity comes.

Tips for an Effective Note-Taking Workflow

Want to take things to the next level? Here’s what’s worked for me:

  • Create a daily note to brain-dump ideas

  • Use tags or folders for structure (don’t overdo it!)

  • Review your notes once a week to connect ideas

  • Use templates to save time (especially in Notion)

FAQs

Q: Which note-taking app is best for offline use?
A: Obsidian and Joplin are top picks—they store everything locally.

Q: Can I use multiple apps together?
A: Absolutely. I use Google Keep for quick captures and Obsidian for deep work.

Q: Are there free note-taking apps that are good?
A: You bet—OneNote, Google Keep, Apple Notes, and Joplin are all fantastic and free.

If you're still exploring, check out:

  • Todoist – for focused task management

  • Zettlr – Markdown-focused research & writing

  • Logseq – a privacy-first, graph-based notes system

  • Roam Research – great for linked thinking (if you don’t mind the subscription)

Finding the perfect note-taking and planning app changed the way I work, think, and stay focused. And it can do the same for you. 🌟

So—ready to upgrade your note game? Let’s do it.

The information provided in this article is for general informational purposes only. While we strive to ensure accuracy, app features and pricing may change over time. Always verify details with the official app websites before making a decision. This post may include opinions based on personal experience, and it does not constitute professional, legal, or financial advice. We are not affiliated with or sponsored by any of the apps mentioned unless explicitly stated. Use these tools at your own discretion.