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D & D Enterprises Session 3: Personal Information Management (PIM) Applications Thursday August 3, 2006 Palm Telemedicine Seminar Series
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D & D Enterprises 2 Session 3 Agenda ▪HotSync Cable and the Palm Desktop ▪Personal Information Management (PIM) Applications ▫PIM applications are the applications that perform Personal Information Management functions: ▪Calendar ▪Contacts ▪Tasks and ▪Memos ▪This session will provide training on the use of these applications
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D & D Enterprises 3 Personal Information Management Applications ▪Objectives Learn to add, edit, categorize and delete ▫An Appointment in the Calendar Application ▫Names, Addresses, Phone Numbers etc. in the Contacts Application ▫To Do Lists in the Tasks Application ▫Text Notes in the Memos Application
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D & D Enterprises 4 Importance of the HotSync Cable ▪Synchronization ▪Charging the Handheld
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D & D Enterprises 5 Palm Desktop Applications Match Basic Applications on the Palm
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D & D Enterprises 6 Palm PIM Application: Calendar Calendar Contacts Tasks Memos
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D & D Enterprises 7 Two Ways to Launch Calendar Application Tap the Calendar button
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D & D Enterprises 8 Two Ways to Launch Calendar Application ▪Click the Home button to get to the All Applications View ▫Click on the Calendar Application http://www.palm.com/us/support/handbooks/tx/en/calendar.pdf
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D & D Enterprises 9 The Calendar Application Has Four Views Agenda DayWeekMonth NOTE: You Switch Views By Tapping the On-Screen Buttons
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D & D Enterprises 10 Add a New Appointment ▪Adding a new appointment can be as simple as: ▫Open the calendar to the day view ▫Tap your desired start time 9:00 ▫Write ▪That’s all it takes!
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D & D Enterprises 11 Click and Hold Input Then Select Soft Keyboard 1. 2.
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D & D Enterprises 12 Power Tip ▪Event ▫The name for an entry in the Calendar application, including appointments, birthdays, reminders, recurring meetings, etc.
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D & D Enterprises 13 Launch Calendar in Day View
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D & D Enterprises 14 Annotated Day View
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D & D Enterprises 15 Viewing Daily Schedule
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D & D Enterprises 16 Power Tip: You can scroll to a date by pressing Left or Right on the 5-way navigator or by tapping the arrows at the top of the Day View
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D & D Enterprises 17 View Weekly Schedule You can also press Right and Left on the 5-way to scroll to the next or previous week To go to Day View for a particular day, press Center on the 5-way to insert a highlight, press Right or Left to select a day, and then press Center on the 5-way again
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D & D Enterprises 18 View Monthly Schedule
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D & D Enterprises 19 View Yearly Schedule
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D & D Enterprises 20 Overlapping Events
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D & D Enterprises 21 Scheduling an Event
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D & D Enterprises 22 Set Appointment Duration
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D & D Enterprises 23 If you need to reserve a date before you know the details of the appointment, you can schedule an event without a start time
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D & D Enterprises 24 Schedule an Untimed Event You can change an event without a time to a scheduled appointment Select the event description, select Details, select the Time box, and select the start and end times
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D & D Enterprises 25 Schedule a Repeating Event
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D & D Enterprises 26 Schedule a Repeated Event To select intervals such as the 2nd Tuesday of every month or the 3rd Thursday in November of every year, schedule a repeating event—unusual interval
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D & D Enterprises 27 Set Repeat Interval
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D & D Enterprises 28 Schedule a Multi-Day Event
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D & D Enterprises 29 Enter a Location
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D & D Enterprises 30 Enter a Note
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D & D Enterprises 31 Change Categories and Use Color Codes
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D & D Enterprises 32
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D & D Enterprises 33 Assign Color Code Category
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D & D Enterprises 34 Set an Alarm
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D & D Enterprises 35 Reschedule an Event
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D & D Enterprises 36 Reschedule Current, Future or All
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D & D Enterprises 37 Deleting Events You can also delete a specific event by selecting the event, selecting Details, and then selecting Delete
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D & D Enterprises 38 Delete Repeating Events
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D & D Enterprises 39 Palm PIM Application: Contacts Calendar Contacts Tasks Memos
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D & D Enterprises 40 Two Ways to Launch Contacts Application Tap the Contacts button
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D & D Enterprises 41 Contacts ▪Click the Home button to get to the All Applications View ▫Click on the Contacts Application http://www.palm.com/us/support/handbooks/tx/en/contacts.pdf
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D & D Enterprises 42 Create a New Contact Click "New"
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D & D Enterprises 43 Enter Contact Information ▪Don’t forget to scroll
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D & D Enterprises 44 Power Tips ▪If the first character you enter in the Last Name or Company field is an asterisk (*) or another symbol, that record always appears at the top of the Contacts list ▪You can enter one or more contacts on your desktop computer, and then copy them to your handheld by synchronizing
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D & D Enterprises 45 Adding a Contact
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D & D Enterprises 46 Add a Photo To a Contact
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D & D Enterprises 47 Add a Birthday to a Contact
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D & D Enterprises 48 Enter Additional Contact Information
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D & D Enterprises 49 Choosing Contact Field Type
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D & D Enterprises 50 Define a Custom Field
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D & D Enterprises 51 Setting Up Your Business Card
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D & D Enterprises 52 Locating a Contact
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D & D Enterprises 53 Deleting a Contact
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D & D Enterprises 54 Customizing the Contacts List
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D & D Enterprises 55 Remember Last Category or List By
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D & D Enterprises 56 Palm PIM Application: Tasks Calendar Contacts Tasks Memos
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D & D Enterprises 57 Two Ways to Launch Tasks Application ▪Tap the Home/Favorites button to go to the Favorites screen ▫Click on the Tasks Application
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D & D Enterprises 58 Two Ways to Launch Tasks Application ▪Click the Home button to get to the Applications View ▫Scroll down and click on the Tasks Application http://www.palm.com/us/support/handbooks/tx/en/tasks.pdf
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D & D Enterprises 59 Create a New Task Click "New"
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D & D Enterprises 60 Enter Task Information ▪Enter your task information then click the Details button
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D & D Enterprises 61 Set Task Priority, Category, Due Date ▪You can set a ▫Priority ▫Category ▫Due Date ▪Click OK
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D & D Enterprises 62 Customize Your Task List ▪Click the Menu button ▪Then Click the Options Menu ▪Finally Click Preferences
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D & D Enterprises 63 Customize Your Task List ▪You can choose ▫Minimal ▫Data-Rich
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D & D Enterprises 64 Task List Options
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D & D Enterprises 65 Minimal Task List =
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D & D Enterprises 66 Data-Rich Task List =
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D & D Enterprises 67 Sort Task List = Past Due
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D & D Enterprises 68 Set a Task Alarm Before You Set an Alarm Create a task and assign it a due date - a task must have a due date before you can set an alarm
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D & D Enterprises 69
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D & D Enterprises 70 Mark a Task Complete The Palm Desktop software and Microsoft Outlook handle completed repeating tasks differently – The Palm Desktop checks off all overdue instances of the task while Microsoft Outlook checks off only the oldest instance of the task
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D & D Enterprises 71 Delete a Task
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D & D Enterprises 72 Delete All Completed Tasks
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D & D Enterprises 73 Palm PIM Application: Memos Calendar Contacts Tasks Memos
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D & D Enterprises 74 Two Ways to Launch Memo Application ▪Tap the Home/Favorites button to go to the Favorites screen ▫Click on the Memo Application
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D & D Enterprises 75 Two Ways to Launch Memos Application ▪Click the Home button to get to the Applications View ▫Scroll down and click on the Memos Application http://www.palm.com/us/support/handbooks/tx/en/memos.pdf
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D & D Enterprises 76 Create a New Memo Click "New"
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D & D Enterprises 77 Enter Your Memo ▪Don’t forget you can use the onscreen keyboard!
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D & D Enterprises 78 Enter Your Memo ▪Tap done when finished!
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D & D Enterprises 79 First Line of Memo Shows as Memo Title
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D & D Enterprises 80 View and Edit a Memo
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D & D Enterprises 81 Move a Memo in the Memo List
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D & D Enterprises 82 Delete a Memo
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D & D Enterprises 83 Any Questions?
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