Overview

TeamFile is a convenient checklist organizer for groups of people. If you manage a sports team, club, classroom, workgroup, or any other organization, you may have found yourself making checklists for various reasons---for example, "Who picked up their uniforms," or "Who will be at the June 24 game," or "Who paid their dues," or "Who turned in their forms?" I found myself writing and updating these checklists often, so I wrote this application to make the record-keeping so much simpler and more portable.

With Teamfile, you can quickly create, access and edit checklists for entire teams. Create up to 6 separate teams, each with up to 48 members. Add, delete or re-order team members at any time. Create and insert new titled checklists at any time for a team. Check off "Yes", "No", and "?" boxes for each member of each list. Tap on the phone icon to get the results of a Phone Lookup on a member's name in the Address Book, and call members as you fill out the checklist. Export the data records to memos in CSV format and paste them into a PC spreadsheet such as Microsoft Excel if you want. Get the portability of a handheld device and the display and print capabilities of a PC.

TeamFile provides the following features:

• Up to 6 user-named teams.
• Up to 48 user-named members per team.
• Up to 99 individually-titled checklists per team (2 per team in Evaluation Version)
• Full Cut/Copy/Paste/Undo editing tools.
• Phone Lookup of members from the Address Book in the List view.
• Data export in CSV format.
• Simple, convenient interface.
• Written in Quartus Forth--compact, fast!

Operation
 

TeamFile consists of three views, excluding various informational screens: the Team View, the List View, and the Phone Lookup View.  Examples of these are shown above.

The Team View shows up to 6 team names. Enter or edit these team names. Tap on a team and then OK to access the checklists for the team, shown in the List View. The first list is automatically created for a new team.

In the List View, enter or edit the title line for the displayed list at any time. There are 48 slots for member names for the team, organized as 6 pages of 8 members each. Use the Up/Down arrows or the ScrollUp/Down hardkeys to view and edit the member names and checks on the displayed checklist. These are auto-repeating buttons that wrap around. Use the Left/Right arrows to sequence through the existing checklists. These are also auto-repeating and auto-wrapping. Tap on a member name and the phone icon to do a Phone Lookup on that name from the Address Book--this is very useful for checking off a list as you phone members to get information.

Member names can be added at any time by simply typing the name into an empty slot. Menu functions allow you to delete and move names to different slots. To insert a new name between two consecutive existing names, enter the name in another empty slot and then move it to the desired location—the other names will shift apart accordingly.

Checking the Yes or No box will toggle the other if it's on--these are mutually exclusive. Tapping on a box that is already checked will toggle it off, providing a way of returning to a state with no checks. Remember that this no-check state is a useful one (probably meaning that the member has not yet been contacted). The ? box is independent. This box may be used as "Maybe" or it may be used to indicate another option, which you can note in the title line of the list. Select OK to return to the Team View after creating, viewing or editing checklists.

The Phone Lookup View appears when a member name is tapped in the List View and the phone icon is selected. If a match is found for the name in your Address Book, the matching word is replaced in this view with the matching name and its first phone number in the Address Book. (If the member name consisted of a first and last name, the last name may be replaced with the whole name, and you will see two first names, as shown in the figure above.) If no match is found, the Address Book entries appear with the nearest match highlighted, and you can tap on any name and accept or cancel the lookup. The original member name in the List View is unaffected by all of this. Select the Return To List button to return to the List View.

Each named team uses about 1K of memory, and each checklist uses about 0.1K of memory. Deleting a checklist or a whole team releases this memory.

Menu functions in the Team View include:

Team:

• Delete--This function deletes the selected team and all of its checklists, following a confirmation screen. Use this function rather than just erasing the team name, as it frees the memory associated with the team.

• Export-- This function exports for the selected team all checklist data, up to 16 lists per memo, into one or more memos. The data, along with appropriate column headings, are written in comma-separated value (CSV) format. The memos are called " TeamFile" followed by a date/timestamp and the Part# if a second or later memo. After the next hotsync to the PC, the memos can be opened, copied to Notepad or another editor, and saved as a filename with an extension .csv. Then the file can be opened in a spreadsheet such as Microsoft Excel. The columns may have to be adjusted a bit wider to be consistent, depending on the default column width settings, and then the data can be printed out.

• Undo, Cut, Copy, Paste, Select All, and Keyboard --These are the standard text editing tools.

• Help--This function provides an online overview of the operation of TeamFile.
• About…--This function displays information about the software, including the version.

Menu functions in the List View include:

List:

• New--This function creates a new checklist immediately following the list currently displayed.

• Delete--This function deletes the current checklist, following a confirmation screen.

• Delete All--This function deletes all of the checklists of the current team. An option is given to delete the team as well.

• Delete--This function deletes the name associated with the current cursor position and moves all other names and their data accordingly in all checklists for the team. A confirmation screen appears first.
• Move--This function moves the name associated with the current cursor position to another selected position and moves all other names and their data accordingly in all checklists for the team. Tap on a name and execute this menu function. The selected name is then indicated by an arrow. Page through the list and tap on another name field and OK to move the name and data to that location. You can cancel the move by tapping OK without selecting another postion, or by performing any other operation such as changing lists or checking off a box. To help you, these instructions are given to you in a window when the menu function is executed.

• Undo, Cut, Copy, Paste, Select All, and Keyboard --These are standard text editing tools.

• Help--This function provides an online overview of the operation of TeamFile.
• About…--This function displays information about the software, including the version.

There are no menu functions in the Phone Lookup View.
 

Conclusion

With the features described above, TeamFile provides a simple, convenient way of managing a team, organization, classroom, club or other group. The portability of a handheld device and the synchronization to your PC for spreadsheet and print capabilities makes your life as a manager easier.
 

Version History

Version 1.0: 06/18/00 First Release.
 

Where to Get TeamFile

TeamFile can be obtained by visiting www.eddiesoft.com, or for on-line purchase visit www.palmgear.com. Questions or comments can be sent to the author (Ron Doerfler) at activekey@earthlink.net.
 

Disclaimer

The software (TeamFile) is provided "as is" without warranty of any kind, either express or implied, including, without limitation, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. The entire risk arising out of use or performance of the software remains with the user. In no event shall the author or any other party be liable for any damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or any other pecuniary loss) arising out of the use of or inability to use the software even if the author has been advised of the possibility of such damages. The author expressly disclaims any liability for errors or omissions in the content of the software. The user accepts full responsibility for any damages, consequential or otherwise resulting from using the software.