<ATodo5 behaves like a normal file-based Series 5 application. You can choose the icon from the Extras bar to start the program: this will start Todo5 with the last used file loaded. Alternatively, you can press Enter or double-click a Todo5 file icon in the System screen to start the program with a specific file.
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<DTodo5 holds details of tasks or to-do list items. However, you may choose to use the program in a different way to organise any sort of information. Because each entry or task can relate to a word document, spreadsheet etc., you could also use the program to organise your working files.
Each task is categorised against three lists. These are pre-set to Project, Type and Person but you can change them to read anything you like. For instance, if you were recording a shopping list, you could categorise against Shop, Aisle and Food Type.
Each task can have the following attributes; Priority, Start Date, End Date, Text (50 characters long), Memo (a 256-character long text field) and the three categories mentioned above.
Tasks can also be "crossed-out", i.e. marked as completed and can have one attached document, spreadsheet etc.
A big feature of Todo5 is that task lists can be indented. One task can be a header task for a list of other tasks. In fact, levels can be indented up to 10 levels. The header task can be a task itself, or can be merely a header or marker.
AThe first option allows you to add a new task. Other ways of entering tasks are: pressing the space bar or pressing the Enter button on the tool bar. A dialogue appears which enables the entry of the subject, priority, start and due dates and category fields. The categories can be named by using the category menu (see later). To enter a memo field against the entry, press the Ctrl-M key combination. To save the entry without entering a memo, press Ctrl-S. Memos can be up to 256 characters long.
CAll of the tasks in a file make up a to-do list. Todo5 allows you to have 10 different reports (or views) of the file, with information presented in a different way and filtered to contain only records for a certain category, date, priority etc. Thus, in our shopping list, we might have one report showing all items, another for a particular supermarket, another for fruit only etc.
Apart from the fact that one item is contained on one line, the layout of each report can be modified, down to the pixel level, by the user.
A report can be zoomed in or out. That is, the user can change the font used to display the screen in the usual Psion fashion.
There is also a way to see all the tasks in a report at one time regardless of the indent level.
To switch from report to report you can use the Shift and Left keys and the Shift and Right keys.
The column headed "*" on a report shows where an item has an associated attachment and the column headed ">" shows items which have a further task list "underneath" them.
dAA note is an entry that acts as a header for other tasks. Sometimes you need to group several tasks together into a group under one header task. You can choose not to associate start and due dates with a note and they do not have a priority. Notes do not appear in "flat" mode. You can convert a note to a task (and vice-versa) by using the "n" hot key.
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CThis allows you to associate a Word document, Sheet spreadsheet or Data file with an entry. A dialogue box appears asking if a new or existing file is to be created, and, for the type of file. If an existing file is to be associated, then you are asked for the name and location of the file. If a new file is to be created, it will have the name of the subject Field of the task. Attachments are created in the same directory as the Todo5 file.
If an attachment already exists for a task, then this menu option will open and go to that attachment.
Note that it is not possible (or at least I haven't found out how) to return to Todo5 once the attachment is closed. It is thus best to assign Todo5 to one of the Ctrl hot keys (see your Psion Series 5 manual for details).
AThis deletes a link to a subsidiary or indented task list. Note that the entries in the indented list will still exist once the link is removed although, unless they are linked to another task in addition to the current one, they will not be accessible. These entries will continue to occupy space in you file. Note that you can make more than one task point to the same task list by using copy and paste.
fBNormally, Todo5 displays tasks in a structured fashion. When there are tasks embedded under a master task these are accessed by pressing the right key. However, there are times when it is handy to see all tasks at one time, regardless of their indentation level.
The Single List option can be either checked or unchecked. When checked (the default), items are shown in an indented fashion. When unchecked, all items are shown that adhere to the view condition (see views later). In this mode, the left and right keys which go up and down the hierarchy of tasks, are inoperable and header notes are not shown.
AYou can control, right down to the pixel level, the exact placement of fields on the screen, within the rows.
Each possible field is presented in a dialogue box, which shows four values. These are Start, Alternate Start, Length and Alternate Length. The normal settings apply to the screen when the toolbar is on and the alternate settings apply when the toolbar is off. Each value is in pixels.
AThis allows you to change the filter conditions for a view and the title of the view. You are first asked which view you wish to change.
Conditions should be applied as follows:
Field names that can be used are Subject, Cat1, Cat2 and Cat3, Priority. Brackets and and/or separators may be used. Examples of conditions are:
Priority=1 and Cat1='Lexden'
Cat1='Fred' and Cat2='Phone'
Cat3='John'
BCurrently, there are not too many overall preferences in Todo5 but there are some.
These are;
Date Format- Dates are usually displayed in the form "Jan 10" You can have the dates for the next week appear in the form "Today" or "Mon" if this option is set to "Short".
Time Bar- A time bar can appear under the subject in grey if this entry is set to "on". The start and end dates for the bar are set relative to today.
Filter- Normally, the report filter is only applied to top level entries. Setting this option to "All" applies the report filter to all levels.
Page 2-As you will already know, each task can have a memo field (256 characters long). If you do not need this facility. you can turn it off here.
CNumeric Keys 1 to 0 Sets Priority
p:Increases Due Date by One Week
o:Increases Due Date by One Day
i:Decreases Due Date by One Day
u:Decreases Due Date by One Week
t:Sets Due Date to Today
Shift and above keys (p,o,i,u,t):As above except Start Date is altered
r:Sets Start Date to Due Date
a:Sorts by Subject
s:Sorts by Start Date
d:Sorts by Due Date
f:Sorts by Category 1, Date etc.
g:Sorts by Category 2, Date etc.
h:Sorts by Category 3, Date etc.
n:Toggles an item between a normal task and a note
Left:Repositions the view one level up in the hierarchy (if not already at top)
Right:Repositions the view one level down. If the current item already has an associated list, then this is displayed. Otherwise a new list is created.
Up:Moves the cursor one line up
Down:Moves the cursor one line down
Shift Left:Moves to the previous report
Shift Right:Moves to the next report
Shift Up:Page Up
Shift Down:Page Down
Space:Enter a new Task
Del:Delete Task
Enter:Update Task
BTodo5 Title Area: As for Left key above. If already at top level, this will toggle "Single List" on or off.
Report Number: Requests new report to display.
Report Title: Displays Report Title and Conditions dialogue.
Up/Down Arrow Buttons: Page Up ad Page Down
Double click an entry: Update task
Click to left of current item's date field: Decrease date by one day
Click to right of current item's date field: Increase date by one day
Priority: Increase Priority
Attachment Marker: Opens attachment
Further List Marker: Goes to list
eAAt its most basic level, Todo5 is an application that allows the Psion Series 5 user to keep track of tasks. However, Todo5 does much more than this and Todo5's management of tasks is extremely sophisticated. There are many ways of organising information with Todo5: you will need to experiment to find the best way of using the program to suit yourself.
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Todo5:Introduction
General-Tasks
General-Reports
Starting Todo5
Entering a Task
Entering a Note
Update Task
Allows updating of task information. There are many other ways of updating task information (see Shortcuts later) including pressing the Enter key which will also bring up the Update Task dialogue box.
Delete TaskjThis will delete a task, after asking for confirmation. You can also use the "Del" key to delete a task.
Mark Complete
A task can be "crossed out" by choosing this option. Using the menu option a second time "uncrosses" the task. Another way of crossing out an item is to highlight the line with the pointer and then touch the very right end of the line.
Create Attachment
Sever Attachment
Use this option to either delete an attachment or to sever the link between the task and the attachment. A dialogue box will appear asking whether you want to "Just Delete Link" or "Delete Attachment".
Sever Link
Categories-Names
This option allows you to change the names given to the three categories. These are set on a file-by-file basis. The default category names are Project, Type and Who.
Add Category
You can add a categorisation here although the more normal way of entering a new category would be to select the ".New" option from an Enter task or Update task dialogue box.
Update Category`Amends the text of an item in the category prompt list and also update all entries in the file.
Delete Category
Use this option to delete a category from the category list. Any existing tasks that have this category setting will have the setting changed to blank.
BYou can adjust dates in the past to specified dates using this option. This is handy if you don't complete a lot of tasks when you had hoped. The dialogue box allows a type of "Before or Equal to Specific Date" which will update all entries with a due date earlier than the specified date, or "Specified Date Only" which will update entries for a specific due date. The "Comparison Date" contains the date used for the specified date.
The "New Date" field contains the new due date.
If "Start Dates Also" is set to Yes, then the Start Date field on each record changed is set to the New Date as well as the Due Date.
You can also specify that the priority for changed items is to be decremented. That is, priority 2 items will become priority 1 etc.
Make TopDRedisplays the screen to make the current entry the top-most entry.
Sequence
Presents a dialogue box that allows the file to be sorted into one of eight different sequences. You can also sort the file by clicking the relevant column heading.
Show/Hide Toolbar
Toggles the toolbar at the right hand edge of the screen on or off. You can therefore choose whether to have the toolbar displayed or, alternatively, a wider effective screen.
Single List
Amend Field Placeement
Conditions and Title
Swiss
Copy Report
When you have a report layout looking just the way you want it, this option allows you to copy the settings from one report to another. These settings include report title, condition and field placements.
Use Report
Instead of using the Shift and Left or Shift and Right keys to move between the ten reports, you can also use this menu option to go directly to a report.
Preferences
Update Dates
FindIAllows the subject field to be searched for a specific character string.
Find again3Finds the next occurrence of the character string.
Stylus Key Clicks
CNumeric Keys 1 to 0 Sets Priority
p:Increases Due Date by One Week
o:Increases Due Date by One Day
i:Decreases Due Date by One Day
u:Decreases Due Date by One Week
t:Sets Due Date to Today
Shift and above keys (p,o,i,u,t):As above except Start Date is altered
r:Sets Start Date to Due Date
a:Sorts by Subject
s:Sorts by Start Date
d:Sorts by Due Date
f:Sorts by Category 1, Date etc.
g:Sorts by Category 2, Date etc.
h:Sorts by Category 3, Date etc.
v:Sorts by Priority, Due Date, Complete
n:Toggles an item between a normal task and a note
Left:Repositions the view one level up in the hierarchy (if not already at top)
Right:Repositions the view one level down. If the current item already has an associated list, then this is displayed. Otherwise a new list is created.
Up:Moves the cursor one line up
Down:Moves the cursor one line down
Shift Left:Moves to the previous report
Shift Right:Moves to the next report
Shift Up:Page Up
Shift Down:Page Down
Space:Enter a new Task
Del:Delete Task
Enter:Update Task
Make TopDRedisplays the screen to make the current entry the top-most entry.
Sequence
Presents a dialogue box that allows the file to be sorted into one of eight different sequences. You can also sort the file by clicking the relevant column heading.
Show/Hide Toolbar
Toggles the toolbar at the right hand edge of the screen on or off. You can therefore choose whether to have the toolbar displayed or, alternatively, a wider effective screen.
Single List
Amend Field Placeement
Conditions and Title
Swiss
Copy Report
When you have a report layout looking just the way you want it, this option allows you to copy the settings froR
m one report to another. These settings include report title, condition and field placements.
Use Report
Instead of using the Shift and Left or Shift and Right keys to move between the ten reports, you can also use this menu option to go directly to a report.
Preferences
Update Dates
FindIAllows the subject field to be searched for a specific character string.
Find again3Finds the next occurrence of the character string.
Hotkeys
Stylus Key Clicks
NBTodo5 Title Area: As for Left key above. If already at top level, this will toggle "Single List" on or off.
Report Number: Requests new report to display.
Report Title: Displays Report Title and Conditions dialogue.
Up/Down Arrow Buttons: Page Up ad Page Down
Left/Right Arrow Buttons: Go to previous or next report.
Double click an entry: Update task
Click to left of current item's date field: Decrease date by one day
Click to right of current item's date field: Increase date by one day
Priority: Increase Priority
Attachment Marker: Opens attachment
Further List Marker: Goes to list
Make TopDRedisplays the screen to make the current entry the top-most entry.
Sequence
Presents a dialogue box that allows the file to be sorted into one of eight different sequences. You can also sort the file by clicking the relevant column heading.
Show/Hide Toolbar
Toggles the toolbar at the right hand edge of the screen on or off. You can therefore choose whether to have the toolbar displayed or, alternatively, a wider effective screen.
Single List
Amend Field Placeement
Conditions and Title
Swiss
Copy Report
When you have a report layout looking just the way you want it, this option allows you to copy the settings from one report to another. These settings include report title, condition and field placements.
Use Report
Instead of using the Shift and Left or Shift and Right keys to move between the ten reports, you can also use this menu option to go directly to a report.
Preferences
Update Dates
FindIAllows the subject field to be searched for a specific character string.
Find again3Finds the next occurrence of the character string.
Hotkeys
Stylus Key Clicks
AThe first option allows you to add a new task. Other ways of entering tasks are: pressing the space bar or pressing the Enter button on the tool bar. A dialogue appears which enables the entry of the subject, priority, start and due dates and category fields. The categories can be named by using the category menu (see later). To enter a memo field against the entry, press the Ctrl-M key combination. To save the entry without entering a memo, press Enter. Memos can be up to 256 characters long.
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Todo5:Introduction
General-Tasks
General-Reports
Starting Todo5
Entering a Task
Entering a Note
Update Task
Allows updating of task information. There are many other ways of updating task information (see Shortcuts later) including pressing the Enter key which will also bring up the Update Task dialogue box.
Delete TaskjThis will delete a task, after asking for confirmation. You can also use the "Del" key to delete a task.
Mark Complete
A task can be "crossed out" by choosing this option. Using the menu option a second time "uncrosses" the task. Another way of crossing out an item is to highlight the line with the pointer and then touch the very right end of the line.
Create Attachment
Sever Attachment
Use this option to either delete an attachment or to sever the link between the task and the attachment. A dialogue box will appear asking whether you want to "Just Delete Link" or "Delete Attachment".
Sever Link
Categories-Names
This option allows you to change the names given to the three categories. These are set on a file-by-file basis. The default category names are Project, Type and Who.
Add Category
You can add a categorisation here although the more normal way of entering a new category would be to select the ".New" option from an Enter task or Update task dialogue box.
Update Category`Amends the text of an item in the category prompt list and also update all entries in the file.
Delete Category
Use this option to delete a category from the category list. Any existing tasks that have this category setting will have the setting changed to blank.
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