!C5Time has been designed to help maintain a comprehensive To Do List and track tasks that are undertaken for a client or an employer.
5Time features a fully functional To Do List manager that allows for many lists and sorting on many priorities.
5Time features a fully integrated Task Manager that allows you to create clients and billing rates, trap tasks as they are undertaken, print a timesheet for a client or all clients and create bills for clients.
5Time can export its data in CSV or MPX format for inclusion in other databases, spreadsheets or Microsoft Project.
The windows within 5Time are designed to be intuitive to pen taps, tap on an entry, a header bar, a part of an entry etc. and 5Time will respond with an intuitive dialog allowing you to add or modify the information at will.
*A5Time checks whether a database exists and, if not, creates one.
In addition, 5Time asks for some basic setup data regarding your Agenda file, its name and location and the type of alarm tone you require. Following this is a Personal Details dialog box which is requesting your name and address.
BOnce you have installed the software and are running the application for the first time there are a couple of things that you should undertake to customise 5Time to your way of working.
5Time will default the time display in the Task Manager views as a 24 hour clock. Also, 5Time has the ability to sound an alarm at the beginning of the day to remind you if you have not started a task and sound an alarm at the end of the day if you still have a task running. This option is switched off by default.
To modify the options select the Set Preferences option from the File menu. This will display a dialog box that allows you to change these preferences and set up the start and end day alarm times.
In addition you can reset the Agenda file entry from here.
/AWhen first using 5Time a Personal Details dialog box will open that is asking for your name and address.
Complete this dialog box with your personal details and press OK.
You may change these details at any time by accessing the Change Personal Details option from the File menu in either main view.
DThe To Do List within 5Time allows you to add a To Do item and then flag it when it has been completed.
Each to do item must be linked to a specific list, controlled by the list button on the top right hand side of the To Do List screen.
Pressing this button allows you to select the list that you wish to work with, add a new list type or delete an existing list type. Note that if you delete a list type all the associated to do items in that list will be deleted, regardless of whether they have been completed or not. 5Time will ask for confirmation prior to deleting the list that it should proceed.
There is no limit to the number of lists that you can operate with.
You can filter out items by tapping on the list button to select a specific list, tapping on the Date header to specify date filters, tapping on the Priority header to filter out specific priorities and tapping on the Done header (?) to filter out done or not done items.
Printing a list will print the current view with all filters in operation.
,AThis can be done by simply modifying the whole To Do Item by tapping on it.
However, 5Time offers a simple way of only changing the date of an item and that is to tap on the date that you wish to change.
A dialog box will open which will allow you to change the date of the associated To Do Item.
8AThis can be done by simply modifying the whole To Do Item by tapping on it.
However, 5Time offers a simple way of only changing the priority of an item and that is to tap on the priority that you wish to change.
A dialog box will open which will allow you to change the priority of the associated To Do Item.
ADone (completed) To Do items can be removed from 5Time in one of two ways.
Hiding Done Items
Hide the Done items by tapping on the '?' icon. This will display a popup menu, select the 'Not Done' option. This will display only those To Do items that have not been completed.
Deleting Done Items
This action removes the Done items from the database, they cannot be recovered. The action is performed by pressing the Menu key, accessing the To Do Option and then selecting the Remove Done Items option.
nt the current view with all filters in operation.
0GThe To Do screen has a number of features that should be detailed here.
The Screen Display
The screen shows the Due Date, the Priority, the Action item and whether it is flagged as 'Done'.
Tapping within any of the black header parts of the screen will generate different actions. These are described below.
Scrolling the screen when there are more than nine items is performed by pressing the up or down arrows to scroll one line at a time or the PgUp or PgDn keys to scroll a screen at a time.
Actions available
Date
A pop up menu will be displayed that allows you to sort the To Do items by different date methods. It also allows a filter on the dates.
Priority
This will display a pop up menu that allows you to filter the To Do items by different priorities.
To Do Action
This will open the 'Add a To Do Item' dialog box.
This will display a pop up menu that allows you to filter out the done or outstanding items or remove the filter altogether.
Menu Actions
Pressing the Menu key will display the menu associated with the To Do list options. However, everything that you need to do on this screen can be accessed with the pen.
Adding a To Do Item
This can be done by pressing Ctrl-t, accessing the menu, then To Do, then Add To Do, or by just tapping on the black area with the legend 'To Do Action'.
Changing a To Do Item
This is done by tapping within the To Do Action text area for the item that you wish to change.
Memos
A memo can be added to a To Do item by pressing the Memo button in the Add or Modify dialog box. A To Do item with a memo attached will show the
character immediately before the text.
Adding/Changing Memo
A memo is added or changed by pressing the Memo button within the Add or Modify To Do item dialog boxes. To delete a memo just access the memo and delete all the text.
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BA To Do list can be printed at any time by pressing the Menu key, then accessing the To Do option and selecting the Print To Do List option.
A further dialog box will then be displayed that is asking whether you wish to print the To Do list to an HTML file. Checking the checkbox will direct the output to a file called TODO.htm which will be stored in C:\.
NOTE: The printed To Do list will be the same as the current view that you have displayed on screen. So whichever list you require means setting up the screen display first.
B5Time will keep a real-time track of tasks that you undertake. This is done by utilising the inbuilt Series 5 clock.
To start a task press Ctrl-s. It does not matter which view you have on screen to start a task. Alternatively, you can start a task by switching to the Task Manager and then either accessing the menu and selecting Tasks, Start a Task or by tapping in the details header bar at the top of the window.
See Starting A Task for more information.
Stopping a task is handled in exactly the same way, pressing the Ctrl-s keys or tapping on the Details header in the Task Manager view or accessing the Tasks menu in the Task Manager view.
See Stopping a Task for more information.
'AThe Task Manager Screen operates in a similar manner to the To Do List screen in that it is intuitive to pen taps.
The default window will display all the tasks that you have worked on that have not been transferred to a summary record.
See also:
Summary Tasks Screen
Client Bills Screen
chever list you require means setting up the screen display first.
DThe To Do List screen is intuitive to pen taps.
Basically, the whole window operates in different manners according to the filters and orders that can be operated. The only area that does not respond to a pen tap is the 'Time and Task Manager' logo in the top left hand of the screen.
Tapping on any of the inverse header items will open a filter linked to the header tapped or, if you tapped on the Detail header, will open the Add a To Do Item dialog box.
The main button (To Do List) will allow you to switch between the To Do list and the Task Manager. Tapping on the list button in the top right hand corner of the screen opens the list management dialog box that will allow you to switch between lists, add or delete a list.
Tapping on any part of a viewed to do item will, generally, open a dialog box that allows you to modify that part of the to do record. For example, tapping on a specific date opens the date change dialog box that allows you to change the date of the selected to do item.
Scrolling through the to do items is performed by pressing the up or down arrow keys, or you can move a whole page up or down by pressing the PgUp and PgDn arrow keys.
There are a couple of additional functions available which are accessed by pressing the menu key.
ATasks are started and stopped by pressing Ctrl-s, accessing the Tasks menu within the Task Manager view or by tapping on the Task Description header.
Tasks are held within 5Time with a link to a Client record and a task type (task classification). In addition, the record has a start and end date and a start and end time. It also holds the total minutes that a task has run for and from this information a timesheet can be produced.
BA running task can be stopped at any time by pressing Ctrl-s or by accessing the Tasks menu from within the Task Manager view, or by tapping on the 'Task running' icon in the top left hand corner of the screen or by tapping on the task itself within the 'Outstanding Tasks' view or by tapping on the Task Header field.
Once a task has been stopped 5Time registers the task within its database. The information held is a link to a Client record and a link to a task type. It holds a start and end date and a start and end time. In addition, it holds the total number of minutes that a task has been running.
If the total number of minutes is less than one then the task is not registered within the database.
From this information a timesheet can be produced.
]BWhen a task is currently running it can be paused. This means that the charging timer can be stopped for a period of time.
This action is undertaken by tapping on the currently running task within the main Task Manager view. A popup menu will appear that gives the option of Pausing the task or stopping the task. Tasks may also be paused by tapping on the Currently Running legend in the main display. This acts as a toggle.
When a task is paused the display in the top left hand screen area will display the legend 'Task is Paused'.
Paused tasks may be restarted or stopped by using the same method.
,AA task can be copied by tapping on the task to be copied. This will display a popup menu that gives the option of Changing, Cloning or Continuing a Task.
Selecting the 'Clone' option will create a second, identical, task within the list.
This may then be changed by tapping on the field to change.
AContinuing a task means starting a new task that has the same details as a previous task.
A task can be continued by tapping on the task to be copied. This will display a popup menu that gives the option of Changing, Cloning or Continuing a Task.
Selecting the 'Continue' option will create a second task within the list with the same details as the selected task but the start date and time is set to now. In addition it is set as the current running task and the task timer is implemented.
BFor Task Manager to work it is necessary to classify your tasks into 'types'.
Each task that you undertake will be linked to a Client and to a task type. You will have the opportunity when starting a new task to complete a description of the task being undertaken as well as linking it to a specific type.
Each type is summarised when transferring the tasks. (See Transferring Tasks).
It is necessary, therefore, to create some task types before starting your first task. This is done from the Task Manager menu. Switch to the Task Manager window and press the menu key. Access the Tasks menu, then Types and then Add Task Type. A simple dialog box will ask for a description. This may be up to 30 characters in length.
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Memos
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A memo can be added to a Task item by pressing the Memo button in the Add or Modify dialog box. A Task item with a memo attached will show the
character immediately before the text.
Add/Change Memo
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A memo is added or changed by pressing the Memo button within the Add or Modify Task item dialog boxes. To delete a memo just access the memo and delete all the text.
Changing Date
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Changing Priority
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Delete Done Items
B00280
Memos
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A memo can be added to a To Do item by pressing the Memo button in the Add or Modify dialog box. A To Do item with a memo attached will show the
character immediately before the text.
Print To Do List
B00300
Working with To Dos
B00310
Tasks
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Overview
Task Manager Screen
Starting
Stopping
Pausing
Cloning (copying)
Continuing
Task Types
Summary Tasks
Task running?
Transferring
Delete Transferred
Print Time Sheet
Working with Tasks
Overview
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Task Manager Screen
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Starting
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Stopping
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Pausing
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Cloning (copying)
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Continuing
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AThe Summary Tasks window is accessed from within the Task Manager view by tapping on the button in the top right hand side of the screen and selecting the 'Summary Tasks' option.
Tapping in the 'Client' header will open a filter that will allow you to select all clients or a specific client to view.
Tapping in the 'Task Type' header will open a filter that will allow you to select all task types or a specific task type to view.
6BWhen you have started a task the time that the task has been in operation is displayed in the top left hand corner of the screen in all views.
If you tap on this part of the screen a display dialog will appear that shows the details of the current task that is running.
Within this dialog you have the option of stopping the task or just continuing by pressing the OK button.
In the Task Manager view, the two options to display Outstanding Tasks will show the task that is running within their lists, with the legend 'Currently Running' in the 'End Time' field.
@Once tasks have been transferred to a summary record and the client bill has been produced you can remove the individual tasks from the database.
This is only advisable if you do not wish to reproduce a timesheet as any timesheet uses the tasks for its i
production.
It follows, therefore, that you should keep some history of the tasks within the database before removing transferred tasks. Your own business practice should be established in this respect, but it would seem logical to keep something like two billing periods in the database so that 'old' timesheets can be reproduced.
Transferring Tasks
the task that is running within their lists, with the legend 'Currently Running' in the 'End Time' field.
CTasks are consolidated from time to time by transferring them to a task summary record.
Each task type, for a period, has a summary record within the database. From this information a Client bill can be produced.
When tasks are added to 5Time they are flagged as not transferred. When you are ready to transfer the task in preparation for a client bill then you can select Transfer Tasks from the Tasks menu within the Task manager view.
Timesheets are produced from the individual tasks registered within 5Time. However, a client bill will just show line items for each task type in which you were involved since the last client bill. The Transfer Tasks operation creates these summarised Task Types in order that 5Time can create the consolidated bill.
See Remove Transferred Tasks
)BA time sheet can be printed at any time by selecting the Print Timesheet option from the Task Manager menu.
A dialog box will be displayed that will ask for the from and to dates to be selected from the database. Note that these dates are inclusive.
Two more filters are displayed, being Client and Task Type. These will default to 'All' but can be selected to narrow the timesheet printed.
It does not matter whether the tasks have been transferred or not, any task that you have undertaken within the specified period will appear on the timesheet.
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or not, any task that you have undertaken within the specified period will appear on the timesheet.
CThe default screen displayed when you switch to the Task Manager screen displays a list of Outstanding Tasks. These are tasks that have not been 'transferred' to a summary record.
The default view shows the date of the task, the typed details and the start time and end date and time. Tapping on the 'End' header will switch the view to show the duration of the task in hours and minutes.
Tapping on the 'Date' header will open the same drop down menu as is displayed in the To Do List where you can select tasks sorted by certain date criteria.
Tapping in the 'Details' header will either start or stop a task, depending on whether a current task is running or not.
If a task is running then the top left hand corner of the screen will show the words 'Task Running...'
aC5Time operates a client system by producing client bills which are derived from the tasks undertaken within a given period of time.
For each client that you work with it will be necessary to create a client record. This is a very basic record that captures the client's name and the contact person and their address. In addition, 5Time needs to know the billing information, like the rate charged for what time period and the number of hours in a client day.
You will not be able to start a new task until at least one client has been created.
For those users who do not have multiple clients (employees, for example) just create your employer as a 'client' and that will finalise your setup for clients as every business task that you undertake will be for the same 'client', your employer. You can use 5Time, though, to produce a weekly or monthly timesheet.
FThe concept of client billing in 5Time is that a bill is produced periodically based upon the tasks undertaken on behalf of a client and utilising the billing data held when you create a client.
Client bills are not produced from the raw tasks that have been undertaken. These tasks have to be summarised into their task types prior to a bill being produced.
The summarisation of the tasks is called 'Transfer Tasks' within 5Time.
As each task is undertaken for any client within the 5Time database it is held and shown on screen in the Task Manager view. When you are ready to create a bill select the 'Transfer Tasks' option from the Task Manger view and compete the dialog box that is displayed. The result of this will be to remove the tasks from the view and create summary records sorted by Task Type.
Now that you have some summary records you can produce a client bill. This is a two stage process where you create a bill record and then print a bill.
The bill record is created by accessing the 'Client Bills' option from the Clients menu in the Task Manager view. The dialog box will ask for which client to create a bill and what the bill date should be.
Once the bill record has been created you can then print the client bill. This is done from the 'Printing' menu within the 'File' menu in the Task Manager view.
A client bill is different from a timesheet. A timesheet details the actual tasks undertaken over a period whereas the bill summarises those tasks and calculates the bill value.
How Billing Works
,CA Client Bill is produced from summary task records.
An example would be:
A single task was started at 9:00am and finished at 10:40am. This would be registered within the database as 1 hour 40 minutes.
Transferring the tasks would create a single summary record for the ask type that this task was linked to for a total of 1 hour 40 minutes.
We will assume you created the client record and added a rate of $50 per hour. If this is the only summary record for the client for the period then the Client Bill creation will create a bill record of $100 as 5Time makes the following assumption:
A rate is for a period or part thereof.
It follows, therefore, that if the summary task was for 1 hour 1 minute then the bill would still be $100, whereas a task summary of 59 minutes would generate a bill of $50.
ABills that have been marked as 'Paid' can be removed by accessing the 'Remove Paid Bills' option from the 'Data' menu within the Task Manager View.
This action will delete the bill records and their associated Task Summary records from the database and the action is irrecoverable.
It is suggested that a backup of the database is kept off-line prior to this function in order that a history can be kept for future reference.
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EBThe Client Bills window is accessed whilst in the Task Manager view by tapping on the top right hand button and selecting 'Client Bills'.
This window will show all the bills associated with all your clients and whether they have been paid or not.
Tapping on the 'Pd' header will open a filter to allow you to display all bills, only paid bills or only unpaid bills.
Tapping on the 'Client' header will open a filter to allow you to see all clients or a specific client.
Tapping within the 'Pd' field will flag the bill as either paid or unpaid, depending upon its start value.
APrinting a Client Bill is undertaken by accessing the 'Client Bills' option from the 'Printing' option within the 'File' Menu under the Task Manager View.
A Client Bill is printed after the creation of a Client Bill record. This record is created following the production of Task Summary records, which, in turn, are the summary of the individual tasks undertaken during a billing period.
See also Client Billing
QA5Time can control Psion Word Memos.
From either the To Do or Task Manager menus select the 'Memos' option. From here you will see that there are three actions available, Add a Memo, Change a Memo or Delete Memo.
The Add or Change will bring up a dialog box where you set the basic memo information for 5Time and then Word is started.
)AThe size of the database will grow quite rapidly as you are adding To Do items and Tasks.
5Time compresses the database to a more reasonable size upon exit, not whilst it is running.
It is a good idea, therefore, to close 5Time periodically so that this database maintenance can be performed.
Memo.
The Add or Change will bring up a dialog box where you set the basic memo information for 5Time and then Word is started.
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Task Types
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Summary Tasks
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Task running?
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Transferring
B00600*
Delete Transferred
B00610+
Print Time Sheet
B00620,
Working with Tasks
B00630-
Clients
B00699r
Overview
Client Billing
How Billing Works
Client Bills Screen
Delete Paid Bills
Print Pro Forma Bill
Overview
B00700.
Client Billing
B00710/
How Billing Works
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Client Bills Screen
B007302
Delete Paid Bills
B007403
Print Pro Forma Bill
B007504
Psion Word Memos
B00799
Overview
Add/Change Memo
Overview
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AIt is strongly suggested that you take a backup of the data files on a regular basis.
As well as keeping regular backups of the data it is also suggested that you keep a history of backed up data so that the database can be restored to a specific position at any time.
The Backup/Restore option is the most efficient way of keeping regular backups.
All the data files are held within the application directory. This will be either C:\SYSTEM\APPS\5TIME or D:\SYSTEM\APPS\5TIME.
AIt is suggested that you create a new folder on C: or D: for your 5Time backup files. By default, 5Time will offer the filename 5TimeBackup, but you should change its name to something like 5Time980331 (i.e. the date of the backup file).
When restoring the data 5Time will check that the data file is a 5Time data file and will operate any conversion necessary for database changes that may have occurred between different versions of 5Time.
B5Time will export all the data held within its database to CSV files.
Depending upon the view that you have will determine the export files available to you.
All export files are accessed via the File menu in the current view.
To Do Export
This will export into a CSV file all the to do items. This gives you the ability to load them into a spreadsheet or external database file and perform your own additional database analysis.
Task Export
There are a number of export files available within the Task Manager view.
You are able to export all tasks registered within the database, export all the summary tasks registered within the database and all the Client Bills registered.
FB5Time has the ability to create a Microsoft Project V4.0 MPX extract file.
This file will include all the tasks that have been undertaken within the Task Manager area of 5Time. The extract has options to allow for the extract of all tasks held within the database, or tasks that have not been transferred to a summary level, or by a date range.
The resultant MPX file can be transferred on to your attached PC for inclusion within an MS Project file, or for inclusion in the Palmscape Planning software, Plan5.
The order of the tasks is by Task Type and then by the start date.
)AThe size of the database will grow quite rapidly as you are adding To Do items and Tasks.
5Time compresses the database to a more reasonable size upon exit, not whilst it is running.
It is a good idea, therefore, to close 5Time periodically so that this database maintenance can be performed.
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@5Time can be registered exclusively through Palmscape, the leading online store for the epoc platform.
To register this product simply visit the Pocket IQ internet site and follow the registration instructions.
Alternatively you can register directly with Palmscape in any of the following ways:
Online Orders:
Purchase online via Palmscape's secure online service. Simply visit www.palmscape.com, and select the "Buy now" link. Palmscape accept most major credit cards, (see below).
Telephone \ Fax orders:
Purchase accept telephone orders via the United Kingdom office which can be reached on +44 (0)1234 353970.
Postal Orders:
Payment can be made by UK Cheque, Cash or Credit Card direct to the Palmscape office, located at:
44 Harpur Street
Bedford
Bedfordshire
MK40 2QT
England.
Please mark clearly that you wish to purchase this application.
Payment types:
Palmscape accept major Credit cards, Switch, Delta as well as UK Cheque, Eurocheque and Cash. If you are paying in any currency other than GB P/
ounds please add 10% to cover conversion fees.
GThe RedFoot Software End User Licence Agreement (EULA) is a legal agreement between you and RedFoot Software Limited. By downloading or installing this SOFTWARE, you agree to be bound by the terms of this Agreement. If you do not agree to the terms of this Agreement, remove this SOFTWARE immediately.
REDFOOT SOFTWARE END USER LICENCE AGREEMENT (EULA)
This licence refers to any product which is distributed by RedFoot Software.
GRANT OF LICENCE
This RedFoot Software Licence Agreement ("Licence") permits you to use one copy of this product, on multiple machines which may include user documentation provided in electronic form ("SOFTWARE"), providing it is for the sole, exclusive use of the registered user. The SOFTWARE is licensed as a single product. Its component parts may not be separated for use on more than one computer or by more than one user at any one time.
COPYRIGHT
The SOFTWARE (including any images and text incorporated into the product) is owned by RedFoot Software, or its suppliers and is protected by English copyright laws and international treaty provisions.
REVERSE TRANSLATION
The SOFTWARE, including all related program files may not be altered in any way. Reverse Translation is expressly forbidden without written permission of the RedFoot Software and the independent application author.
LIMITED WARRANTY
To the maximum extent permitted by applicable law, RedFoot Software disclaims all warranties, either express or implied, including but not limited to warranties of merchantability and fitness for a particular purpose. In no event shall RedFoot Software or its suppliers be liable for any damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or other pecuniary loss) arising out of the use or inability to use this RedFoot Software product.
The SOFTWARE is supplied 'as is' and no advice or technical support is guaranteed by RedFoot Software or any third party.
0Nh68<B5
Add/Change Memo
B00810
A memo is added or changed by pressing the Memo button within the Add or Modify To Do item dialog boxes. To delete a memo just access the memo and delete all the text.
Backups
B009007
Backup/Restore Option.
B009108
Exporting Data
B00999
Export CSV
MPX extract
Export CSV
B010109
MPX extract
B01030:
Database Size
B01040;
Licence agreement
A0005<
JBRedFoot software would like to thank the following people / organisation for their help in creating 5Time, without whom this project would not be possible.
Simon Berridge: Simon was the original author of 5Time. His account management application, 5Account, is one of the best epoc applications available. RedFoot recommend you download this sotware from www.PocketIQ.com.
Mark O'Neill for his excellent Popup module. You can find Mark at www.i27.com.
You, the user ! Without your support 5Time would never have made it out of testing. Thank youfor supporting the shareware process.
Welcome To 5Time
A0000
Welcome to 5Time, the premier to do and task manager from RedFoot Software.
Support: support@redfoot.net
Internet: www.redfoot.net
5Time is published exclusively by Pocket IQ.
Email: info@PocketIQ.com
Internet: www.PocketIQ.com
Registering 5Time
A0010
Acknowledgements
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Overview
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First Time Use
B00110
Getting Started
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Default Screen
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The default screen that will be displayed each time that you start 5Time is the 'To Do List' screen.
The items within the To Do database will be displayed in their default order, which is by priority and date.
Preferences
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Preferences are set by accessing the Set Preferences option from the File menu.
A discussion on the available preferences can be seen in Getting Started.
Personal Details
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To Do
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Overview
Screen
Adding
Changing
Setting as Done
Memos
Add/Change Memo
Changing Date
Changing Priority
Delete Done Items
Print To Do List
Working with To Dos
Overview
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Screen
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Adding
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This can be done by pressing Ctrl-t, accessing the menu, then To Do, then Add To Do, or by just tapping on the black area with the legend 'To Do Action'.
Changing
B00230aThis is done by tapping within the To Do Action text area for the item that you wish to change.
Setting as Done
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A To Do item can be set as Done (completed) by tapping in the small box on the right hand side of the to do item.
A tick character will appear that flags the item as done.