Copyright: Copyright ® 1991-1992 Franklin Quest Co.


   Address and Phone

Ascend maintains a categorized Address and Phone Directory that can quickly locate phone numbers, addresses, and notes for the people with whom you interact.  You may also print a "hard copy" listing, or print mailing labels for your entries.

Phone numbers can be dialed directly from the computer if you have a modem.  When dialing a number for you, Ascend will automatically send the appropriate prefix and/or suffix, codes for in-state, out-of-state, and local calls.  A Speed Dial feature makes it extremely easy to dial certain numbers that you may call frequently.

A filter feature allows you to quickly view or print only a select group of entries such as all golf courses, all hotels in California, all board members, etc.  If desired, a VIP feature can be used to help secretaries screen incoming calls.

Ascend's Import and Export features also make it easy to exchange data with other programs you may be using.

To move from page to page on the phone directory screen, you may do one of the following:

1.	Click your mouse on the letter tab for the page you desire.

2.	Enter the desired letter by typing it in the Finding box.

3.	Use the right and left arrow keys on the keyboard to page through your listings.

To select an existing entry for editing or viewing, either double click on the entry, or highlight that entry and press [ENTER], click on the [image] icon, or select Edit Name from the Edit menu.  To highlight an entry, either click on the entry, select it with the arrow keys, or type the first few letters of its name.

See Also:

 Address and Phone Functions

 Dialing a Number

 Editing your Address and Phone Directory

 Exporting Phone Records

 Filter

 Importing Phone Records

 Mailing Labels

 Printing Phone Entries


Address and Phone Functions

The icons at the top of the Address and Phone window are known as the Address and Phone Tool Bar.  By clicking on an icon in the Address and Phone Tool Bar, you can perform a variety of functions, as outlined below.

 Copying an Entry to Clipboard

 Pasting an Entry from Clipboard

 Adding an Entry

 Deleting an Entry

 Editing an Entry

 Index

 Filter

 Dialing an Entry

Other functions available in the Address and Phone module include:

 Changing Address and Phone Preferences

 Editing Phone Categories

 Exporting Phone

 Importing Phone Records

 Printing Address and Phone Entries

 Printing Labels


Editing your Address and Phone File
Editing your Address and Phone Directory

The following options will help you maintain your Address and Phone directory.

  Add Name	To add a new name to your directory, click on the [image] icon, select Add Name from the Edit menu, or press [INS].

  Edit Name	This allows you to edit an existing phone entry.  First select an entry to edit.  To highlight an entry, you can either click on the entry you want, or you can begin typing the name.  Then either click on the [image] icon, select Edit Name from the Edit menu, or press [ENTER].

  Delete Name	This allows you to delete an existing phone entry.  Simply highlight the entry to be deleted and select Delete Name from the Edit menu, click on the [image] icon, or press [DEL].  You will be asked to confirm the deletion.

See Also:

  Adding a Name to your Address and Phone Directory

  Deleting a Name from your Address and Phone Directory


Adding to your Address and Phone File
   Adding a Name to your Address and Phone Directory

To add a name to your Address and Phone directory, select Add Name from the Edit menu, click on the [image] icon, or press [INS].  Ascend will then proceed to the Phone and Address Data Entry dialog.  Most of the fields in this dialog box are self-explanatory, with the following added detail:

Description	When adding a new entry, the five phone number Description fields will default to what you have specified in your preferences.  You may keep these defaults or enter new ones.

Category	Ascend allows you to categorize your Address and Phone entries, if desired.  You may then use Ascend's filter feature to find all golf courses, restaurants, hotels, business associates, etc.  To categorize an entry, click on the down arrow to the right of the category input box.  A box will appear showing all of the categories you have entered so far.  You may either select an existing category or type in a new category.

Key Codes	Enter any descriptive key codes or identifiers that will help you to identify this entry.  You can use these keys later as filters to view only those entries with certain key codes.

VIP	Check this box if the entry is a VIP.  You could then use the filter to print a listing of your VIPs for your secretary.  Your secretary could then interrupt you in meetings if a VIP calls or visits.

Speed Dial	If you have a modem and are planning on using Ascend as an auto dialer, check this box for numbers you call frequently.  Entries with the Speed Dial box checked can be called quickly from anywhere in Ascend by pressing [F2] or clicking the [image] icon on the Floating Tools Window.

List by Company

List by Name	When Ascend displays your entries on the directory screen (the one that looks like a phone book), it will list them in alphabetical order.  If you would like the entry you are adding to be displayed based on the last name, check the List By Name box.  If, however, you would like the entry to be listed by the company name, check the List by Company box.  If you would like to have the entry listed by both the last name and the company name, check both boxes.

Print	The Print button can be selected to quickly print all of the information in the current entry you are editing.

Dial	Select this button to quickly dial (using your modem) the current entry you are editing.

See Also:

  Dialing an Address and Phone Entry

  Filtering your Address and Phone Directory


Deleting a Name from the Address and Phone File
   Deleting a Name from the Address and Phone Directory

To delete an existing entry from the Address and Phone Directory, just highlight the entry you wish to delete and select Delete Name from the Edit menu, click on the {bmp phndel1.bmp} icon, or press [DEL].  You will be asked to confirm the deletion.


Phone Views

Index	If you would rather view all of your entries alphabetically in one scroll list instead of one scroll list per letter, click on the [image] icon or select Index from the View menu.  Selecting this option will toggle you between the two viewing modes.  When the index is on, you can click on a name once, and the phone numbers associated with that entry will appear on the right.  When you double click on a phone number, you invoke the Dial dialog box to have your modem dial that number for you.

Filter	You may set up a filter in Ascend's Address and Phone Directory to exclude individuals from your index listings and printouts who do not meet certain criteria.  To enter your filter criteria, select Set Filter from the View menu, or click on the [image] icon.  A screen will appear exactly like the Add Address and Phone dialog box.  Enter in any criteria you wish to meet and then press OK.

Once you have set your filter's criteria, you need to activate the filter in order to use it.  There are two ways to do this:

1.	Select Use Filter from the View menu.  (Note: If there is a check mark by the Use Filter menu option, then the filter is already on and selecting it again will turn it off.)

2.	Check the Use Filter box at the bottom of the Address and Phone Directory screen.

To turn the filter off, repeat one of the above options.

To reset your filter's criteria, select Set Filter from the View menu, or click on the {filter1.bmp} icon, and select the Reset push button.  You may tell your filter criteria has been reset and is currently empty if the Use Filter box under your Address and Phone Directory has been dimmed.

See Also:

  Dialing an Address and Phone Entry

  Filtering your Address and Phone Directory


    Dial

If you have a modem installed, you can use Ascend's Dial feature in the Address and Phone module.  To dial a number from Ascend, simply highlight the person or company you wish to call, and select Dial from the Options menu, or click on the [image] icon.  A dialog box will appear with the following items:

Prefix	These prefixes are created from the Address and Phone Preferences dialog.  Select the one that applies to this call.

Suffix	These suffixes are created from the Address and Phone Preferences dialog.  Select the one that applies to this call.

Number to Dial	Select the number to call.

Current Area Code	The current area code.  If the phone number has the same area code, it will be removed before the number is dialed.

OK	Dial the number.

Cancel	Leave the dialog without dialing.

Help	Get help on using the Dial dialog.

See Also:

Address and Phone Preferences


Importing Phone Records
Importing Address and Phone Entries

To import data to Ascend's Address and Phone Directory, you may use Ascend's import routine.  Ascend will import ASCII text files in several common formats.  Most fall into the broad groups of Character Delimited files and Line Delimited files as described below:

Character Delimited	This is the more common of the two styles and allows more flexibility in preparing the file.  Ascend interprets character delimited files as different fields separated by a delimiter with each entry occupying its own line.  The delimiter may be any ASCII value or character.  The comma is a commonly used delimiter and the non-printing character Tab is used as a delimiter by some spreadsheet export routines.

NOTE:  Sometimes, the text fields in an import file are denoted by quotation marks:  "Last name", "First Name", Company", "Title", etc.  In this case, you should select Comma/Quotes Delimited to remove the quotation marks.  Ascend will then remove any quotes in the import file before importing.

Line Delimited	This style assumes a separate line for each field.  Ascend separates one entry from the next simply by the number of fields (in this case, the number of lines) associated with each entry.  So, if an entry doesn't have information in one of its fields, it is important to leave a blank line.

Example: If you select to import nine fields, every ninth line will start a new entry.  If one of your entries lacks information, you should leave blank lines in the appropriate places to maintain the field integrity of all subsequent entries.

To import an Address and Phone Directory, select Import from the File menu.  The Import Names dialog box will appear.  The functions of the Import Names dialog box are described below.

Import File	Lists the file name to import.  Upon entry the default is a .TXT extension.  You may either type in the file name if the path is correct or you may browse until you find the correct drive, directory, and file.

Path	Displays the current drive and directory to search.

Files	Lists all the files in the current drive and directory that match the Import File criteria set above.  All sub-directories of the current directory will be displayed as well as all available disk drives.

Remove	Removes the highlighted field, if any, appearing below the Field button.  The same effect may be achieved by double clicking on the field you wish to remove.

Field	Moves the highlighted field below the Remove button to the Fields box.  This allows you to select the fields you wish to import.  They should be listed in the same order they appear in the import file.  If there are fields in the import file that are not listed below the Remove button, the Skip A Field selection should be used in their place.

Import Format	This drop-down list box allows you to choose the type of file you are importing.  You may either select a delimiter as discussed above, or you may select Ascend 4.0 Format.  This allows you to import Address and Phone entries that were exported with this format from Ascend 4.0.  This can be useful for copying Address and Phone Directories.

Delimiter	If you have selected a Character Delimited file, you must also define the delimiter.  You may do this by typing in the ASCII value of any printing character by typing in the actual character, or by selecting either Comma or Tab from the drop-down list box.  (Example:  To select a comma delimited file the user could type in a comma, type "44," or select "," from the list box.)

# of Lines to Skip at the Beginning of the File

This is useful if the file to be imported includes a line of field descriptions before the actual data to be imported.  Spreadsheets often export their files with a line describing the fields to follow.

Import	This starts the actual import process.

Ascend will copy the new entries from the import file into your Address and Phone Directory, adding the new entries to any entries you may already have.

See Also:

Exporting Address and Phone Entries


Exporting Phone Records
Exporting Address and Phone Entries

To export data from Ascend's Address and Phone Directory, you may use Ascend's export routine.  Ascend will either export Address and Phone entries in its own format or as ASCII text files in several common formats.  You may append to an existing export file you create using Ascend.  By using the filter feature of Ascend you may customize the file to include only those entries you choose.

When you create an export file, you will have to choose the file format, the delimiter, and whether to Overwrite or Append to the existing file.  If you choose to export to a file that already exists, Ascend will ask you if you wish to overwrite (replace) the existing file or if you wish to append to (add to) the existing file.

To use this routine, select Export from the Edit menu.  The Export Names dialog box will appear.  The options in the Export Names dialog box are described below.

Export File	Displays the name of the file you wish to export.  The default searches for a file with a .TXT extension.  You may type in a new file name or select an existing file if you have used the Export routine previously to create an export file.

Path	Displays the current drive and directory in which you wish to create the file.

Files	Lists all the files in the current drive and directory that match the Export File criteria set above.  All sub-directories of the current directory will be displayed as well as all available disk drives.

Remove	Removes the highlighted field, if any, appearing below the Field button.  The same effect may be achieved by double clicking on the field you wish to remove.

Field	Moves the highlighted field below the Remove button to the Fields box.  This allows you to select the fields you wish to export.  They should be listed in the same order that you want them to appear in the export file.  If you want to insert a blank field to allow for fields that you may use in other programs but that don't appear in Ascend, use the Skip A Field selection in their place.

Export Format	This drop-down list box allows you to choose the type of file you wish to export.  You may select from the following pre-defined types:

Ascend 4.0 Format - Exports the entries in Ascend's unique format.  This can be useful for copying Address and Phone Directories.

Character Delimited - Allows you to define the delimiter to use.

Comma Delimited - Inserts a comma between each field and starts each new entry on a new line.

Comma/Quotes Delimited - Same as comma delimited, but surrounds each field with quotes.  This is usually safer to use for comma delimited export files since it allows you to have commas within your fields.

Line Delimited - Separates each field of each entry with a new line.  New entries are also started on a new line.

Tab Delimited - Separates each field of an entry with a tab and each entry occupies one line.  Useful for exporting into spreadsheets and other programs.

Delimiter	If you have selected a Character Delimited file, you must also define the delimiter.  You may do this by typing in the ASCII value of any character by typing in the actual character, or by pressing [Tab].  (Example:  To select a comma delimited file, the user could type in "44", or type in ",".)

Use Filter	Export only those entries that match the filter you have defined.

Names Entered After

Export only those entries that have been added to the directory since this date.  Set this date to the date of the last export to export just the "new" entries.

Select Individual Names

Hand-pick the entries you want to export.

Export	This starts the actual export process.

See Also:

  Filtering your Address and Phone Directory

  Importing Address and Phone Entries


  Copy Name

This allows you to copy information from the currently highlighted Address and Phone entry to the Windows clipboard for easy pasting elsewhere.  You can copy a highlighted entry by selecting Copy Name from the Edit menu, clicking on the [image] icon, or pressing [CTRL]+[INS].

Ascend will then display a dialog box with the information described below.  To incorporate any of the following information from the selected entry to the clipboard, simply check its corresponding box and press the OK button or [ENTER].

Name	Include the person's name.

Company	Include the company name.

Address	Include the address.

Phone Numbers	Include the phone numbers and their descriptions.

Phone Notes	Include any notes you may have entered for that person in the Address and Phone Directory.

To paste an Address and Phone entry already on the clipboard into your Address and Phone Directory, select Paste from the Edit menu, click on the [image] icon, or press [SHIFT]+[INS].


Address and Phone Preferences

The following options are available as default settings in the Address and Phone module:

Show Address and Phone Tool Bar

Selecting this option will display a small tool bar at the top of the Address and Phone window.  These icons allow mouse users quick access to functions commonly used in this module.  The tool bar can also be toggled on and off by double clicking in the colored area of the window or in the area just below the title bar of the window.

Address Descriptions

These are the default address descriptions for your Address and Phone listings.  The text above certain address fields will vary depending on the selection you make.  (Example: In Canada the fields would be: City, Province, Postal Code; whereas in the United States they would be City, State, Zip Code.)

Default Phone Descriptions

These are the default descriptions for new entries.

New Entries Default	This will be the preferred view for each new entry.  Users using Ascend with pen input devices may find data entry easier in the more specific views.  Available views include:

Card View	Displays all available information.

Address	Displays only the address information.

Phone	Displays only the phone information.

Personal	Displays only information about the person.

Notes	Displays only the notes field.

Misc.	Displays miscellaneous information on the person.

Comm Port	This allows you to select the Serial Communications Port (Comm Port) through which your modem will be dialing.

Prefix	Ascend will automatically send a prefix and/or suffix before certain types of calls.  Ascend detects if a call is Local, In State, or Out of State by how the number is entered in the Address and Phone Directory, as described below:

1.	If a phone number is 8 characters or less (including the hyphen), Ascend assumes the number is Local.

2.	If the phone number is 10 characters or less but begins with the number 1, it assumes the call is In-State.

3.	If the phone number is 11 characters or more and begins with the number 1, it assumes the call is Out-of-State.

Suffix	Ascend allows you to set up three pre-defined suffixes to use when dialing.  These might include access numbers or security codes.


   Appointment Schedule

Ascend allows you to enter, modify, view, and print your appointments.  If you use the Franklin Day Planner, you can even print them right on your Franklin Day Planner pages.  Ascend will warn you if an appointment you want to scedule will conflict with another.  Appointments are similar to tasks in that you can schedule recurring appointments, and attach [image] notes to your appointments, which can be printed on your Daily Record of Events page.  Unlike tasks, however, appointments can have an [image] alarm.

See Also:

 Adding Notes to an Appointment

 Entering Appointments

 Recurring Appointments

 Setting Alarms


 Appointment Schedule Functions

The icons at the top of the Appointment Schedule window are known as the Appointment Tool Bar.  By clicking on an icon in the Appointment Tool Bar, you can perform a variety of functions, as outlined below.

 Recurring Appointments

 Cutting Appointments

 Copying Appointments

 Pasting Appointments

Other functions available in the Appointment Schedule module include:

 Appointment Colors

 Entering Appointments

 Entering Notes with an Appointment

 Moving Appointments

 Printing Appointments (Appointment Range)

 Setting Alarms


Entering Appointments

To enter an appointment, simply move to the desired time and enter in a description for the appointment.  If the appointment is one that occurs on a regular basis, you may prefer to enter the appointment once as a [image] recurring appointment, and let Ascend automatically enter the appointment each time for you.

To move up and down the schedule, you may:

1.	Use the scroll bar to the right of the schedule to move to the time you desire.

2.	Use the up and down arrow keys or Page Up and Page Down keys on the keyboard to move to the line you desire.

3.	Use the mouse to click on the line you desire.

The five columns of the appointments window are described below:

Time	The time in 15 minute increments.  These are the times at which appointments may be scheduled.

Appointment Schedule	Enter a description of the appointment here.

This is the alarm column where you may set alarms for your appointments.

This column allows you to attach a note to an appointment.

This column allows you to specify how many time blocks the appointment will take.

See Also:

Recurring Appointments

Setting Alarms

Adding Notes


   Setting Alarms

To set an alarm for an appointment, click in the alarm column on the row of the appointment, or press [TAB] until your cursor is in the alarm column on the desired row and press the space bar.  You may either enter a time directly or you may use the up and down arrow buttons to change the default time.

If you desire the alarm to give you some advance notification, you may set the early warning.  For example, if you had a 1:00 appointment, but wanted 10 minutes to get to the meeting, you would set a 1:00 alarm with 10 minutes Early Warning.

When the alarm does sound, you will be given the option to snooze the alarm to sound again at a later time.


Editing Appointments

Several editing features allow you to easily cut, copy, and paste appointments to different places or even different dates, on your Appointment Schedule.

 Cut Appointment

Click on the row of the appointment you wish to remove and select this option from the Edit menu or by clicking on the [image] icon.  The appointment will be removed from the Appointment Schedule, but is in memory in case you decide to paste it somewhere else.  (Only the most recently cut appointment can reside in memory, so if you have multiple cuts to perform, be sure to paste each appointment before cutting the next appointment.)

 Copy Appointment

Click on the row of the appointment you wish to copy and select this option from the Edit menu or by clicking on the [image] icon.  The appointment will remain on the Appointment Schedule, but is also now in memory so you can paste it somewhere else.

 Paste Appointment

Click on the row where you wish to paste the appointment and select this option from the Edit menu or by clicking on the [image] icon.  If there is an appointment in memory, it will be placed on the line where your cursor is.

Moving Appointments	To move an appointment to another date or time, you can cut the appointment (see above), move to the desired time, and paste it (see above).  You may also drag the appointment to another time in the Appointment Schedule, another time in the Monthly / Weekly View Appointment Bar Graph, or another day in the Monthly / Weekly View calendars, if you have the Monthly / Weekly View window open.  To drag the appointment, you need to click to the left or the right of the appointment.


   Recurring Appointments

A recurring appointment is an appointment that occurs at regular intervals.  To add or modify a recurring appointment, select Recurring Appointments from the Options menu.  This will invoke a dialog with the following items:

Description	Enter the description of the recurring appointment as you want it to appear on your Appointment Schedule.

Blocks	Enter the number of time blocks the appointment will require (1 Time Block = 15 minutes).

Notes	Include any notes that you always want to appear with the appointment.

Time	Enter the time for which the appointment is scheduled.

Alarm	Check this box if you want an alarm with the appointment.

Early Warning	Enter the number of minutes, up to 60, before the actual appointment that you want the alarm to sound.

Start Date	Enter the date you want this appointment to start appearing on your Appointment Schedule.

End Date	Enter the date you want this appointment to stop appearing on your Appointment Schedule.

Day	If you would like the recurring appointment to appear on a specific date in the month, enter the date here.

Month	If you would like the recurring appointment to appear only during a specific month, enter the month here.

Weekdays	Check the weekdays on which you would like the appointment to appear on your Appointment Schedule.

Weeks	Check the week number you want the appointment to appear on your Appointment Schedule.  These week numbers correspond to the week number in the month.

Save	Press this button to save the current recurring appointment.

Find	Press this button to display a list of existing recurring appointments.  You may then select the one you want to view or modify.

New	Press this button to enter a new recurring appointment.

Delete	Press this button to delete the current recurring appointment.

Prev	Press this button to view the previous recurring appointment.

Next	Press this button to view the next recurring appointment.

Cancel	Press this button to exit the recurring appointments dialog box.

Help	This will provide on-line help about recurring appointments.


Appointment Colors

Select this option if you want to assign different colors to different types of appointments.  This lets you to recognize immediately whether an appointment is a normal appointment, a recurring appointment, or an appointment that is scheduled over the network.

If you have a color printer you may even print them in distinct colors.  If you choose not to use this option, select the same color for all appointments.


 Appointment Preferences

Show Appointment Schedule Tool Bar

Selecting this option will display a small tool bar at the top of the Appointment Schedule window.  These icons allow mouse users quick access to functions commonly used in this module.

The tool bar can also be toggled on and off by double clicking in the colored area of the Appointment Schedule window or in the area just below the title bar of the Appointment Schedule window.


  Call Monitor

To monitor, or log, a call, select Call Contact from the Options menu or click on the [image] icon.  This invokes the Call Monitor dialog box with the following items.

Contact Information	Information about the currently selected contact.

Call Timer	Time the duration of the call.  The times at which tha call begins and ends will be displayed, as well as the length of the call.  To begin the timer, press the Start button, press the Stop button to stop the timer, and press the Reset button to reset the timer.

Direction	If you initiate the call, check the Outgoing Call radio button.  If you receive the call, check the Incoming Call radio button.

Follow Up	Schedule a follow-up task or appointment based on this call.

History	View a history of links made to the current contact.

OK	Accept the changes and leave the dialog.

Cancel	Ignore the changes and leave the dialog.

Help	Get help on using the Call Monitor dialog.

Contact Notes	This allows you to take notes during a call.  If you create a follow task or appointment, these notes will be copied to the task notes or appointment notes.

See Also:

Call Follow Up

Enhanced Multiple Line Edit Control

History

Link to Contact


  Contact History

To review all the tasks, appointments, and calls that are linked with a contact, select History from the View menu in the Address and Phone module, or click on the [image] icon.  This will invoke the Contact History dialog box.  This dialog box has the following items:

Contact Information	Information about the currently selected contact.

Include	The options in this box allow you to select the type of information you want to display.  You may choose from the following options:

Tasks	Display tasks that are linked to this contact.

Appointments	Display appointments that are linked to this contact.

Calls	Display calls to this contact that you have recorded.

Start

End	Display only those links that fall between these two dates.

Edit Call Log	If the currently selected link is a call, you can edit the call's log.  This will invoke the Call Monitor dialog box.

Un-Link

Delete	This will remove the link between a task or appointment and the contact.  If the select link is a call, the entire call log will be deleted.

OK	Accept the changes and leave the dialog.

Cancel	Ignore the changes and leave the dialog.

Help	Get help on using the Call History dialog.

See Also:

Call Monitor

Link to Contact


  Link to Contact

To link tasks and appointments to contacts, select Link to Contact from the Options menu or click on the [image] icon.  Doing so invokes the Link to Contact dialog box.  This dialog has two lists:

Contact List	This list is on the left.  It contains all the contacts in your Address and Phone directory.

Link List	This list is on the right.  It contains all the contacts to which the currently selected task or appointment is linked.

To locate a contact in the Contact List, you may either search through the list sequentially, or type the name you want in the Search For box.  If a match is found, it will be selected.  To make the link, double click on the name or select it and press OK.

You may review all the tasks and appointments that are linked to a contact from the Phone and Address by selecting Contact History.

See Also:

Contact History


Call Follow Up

To create a follow up task or appointment, press the Follow Up button in the Call Monitor dialog box.  The Call Follow Up dialog has the following items:

Appointment

Task	Select the type of follow up action is necessary.

Description	Description of the task or appointment.

Date	The date on which to schedule the task or appointment.

Blocks	The length of time, in time blocks, that the appointment will take.

Priority	The priority of the task.

Time	The time to schedule the appointment.

Link	Check this box if you want the call to be linked to your follow up task or appointment.

OK	Accept the changes and leave the dialog.

Cancel	Ignore the changes and leave the dialog.

Help	Get help on using the Call Follow Up dialog.

See Also:

Call Monitor

Link to Contact


Index to Ascend
    Ascend Table of Contents

Introduction

What is Ascend

Performance Considerations

Printer Considerations

Who Can You Call for Help

Registering Ascend

Basic Operations

Changing Ascend's "Current" Window

Changing Dates

Common Ascend Menus

Common Keys Used in Ascend

Floating Calendar and Tools Bar

Icon Bar

Ascend's Status Ribbon

Ascend's Tool Bar

Ascend Modules

  Prioritized Daily Task List

Prioritized Daily Task List Menu

Prioritized Daily Task List Functions

 Appointment Schedule

Appointment Schedule Menu

Appointment Schedule Functions

Daily Record of Events

Daily Record of Events Menu

  Address and Phone

Address and Phone Menu

Address and Phone Functions

  Values and Goals

Values and Goals Menu

Values and Goals Functions

  Red Tabs

Red Tabs Menu

Red Tabs Functions

  Master Task List

Master Task List Menu

  Focus

Focus Menu

Monthly / Weekly Views

Monthly / Weekly Views Menu

Monthly / Weekly Views Functions

  Turbo File

Turbo File Menu

  Journal

Journal Menu

  Favorite Quotes

Favorite Quotes Menu

Ascend Tools and Utilities Program

  Ascend Tools and Utilities Program


What is Ascend

Ascend is the network-compatible, Windows-based PIM (Personal Information Manager) based on the popular time-management techniques of Franklin Quest Co.  Franklin is the world's leading time-management training company.  Ascend will help you gain control over your time and increase your personal productivity when used in the manner taught by Franklin.  You may also use it with the Franklin Day Planner for increased control over your daily events:  all reports and printouts generated by Ascend are designed to be printed on pages from a Franklin Day Planner.

For more information about Franklin Quest Co., contact:

Franklin Quest Co.

2550 South Decker Lake Blvd.

Salt Lake City, UT  84119

(801) 975-9992

Marketing:	(800) 877-1814

Technical Support:	(801) 975-9999

Fax:	(801) 975-9995


Performance Considerations

In order for Ascend to work optimally, you must have sufficient, properly-configured hardware.  Chapter 13 of the Windows User's Guide discusses optimizing the performance of Windows.  We highly recommend that you read this chapter.  Some items that will affect the speed of Windows, and therefore Ascend, are:

*	Amount of memory (RAM) on your computer.

*	Management of RAM.

*	Type of microprocessor and its speed (286, 386, 486, . . . )

*	Disk caching installed for your hard drive.

*	Type, speed, and condition of your hard drive.

*	Type of computer and its architecture.


Who Can You Call for Help

If, after referring to the on-line help and the User's Guide, you are unable to answer a question or resolve a problem, you may call Ascend's Technical Support Help line.  If your question concerns Windows, you should call Microsoft's Help line.

Microsoft's Technical Support:	(206) 454-2030

Ascend's Technical Support:	(801) 975-9999

So that both Microsoft's and Ascend's technicians will be able to answer your questions quickly, it is a good idea to review some information before you call.  The last page of your Windows User's Guide is an outline of information you should know regarding your hardware configuration.  Please review this outline before calling either of these lines.


Registering Ascend

It is important that you register your copy of Ascend!  By registering your copy you will be entitled to Technical Support and information about future upgrades and releases.  Also, once installed, Ascend will only work for 60 days without a special "Key Number."  You will receive a Key Number when you purchase Ascend.

To register your copy of Ascend, perform the following steps:

1.	After starting Ascend, select Registration from the Help menu.

2.	Tab through the fields of the dialog box and enter the Serial Number, registered User's Name, and Key Number.

3.	Verify the above information by pressing the [TAB] key.  An asterisk should appear to the right of the Key Number field.

4.	Fill out your registration card with the information EXACTLY as it appears on the registration dialog box.

5.	Select OK or press [ENTER].

6.	Mail in your registration card.

Once you register your copy of Ascend with a valid key number, your copy of Ascend will work indefinitely.


Changing Ascend's "Current" Window
Changing Ascend's Current Window

Mouse Users

To activate an inactive, displayed window, simply click your mouse anywhere on the window.  If the window is minimized, double click your mouse on the window's icon and the window will be restored and activated.  If the Icon Bar is displayed, a single click on an icon in the Bar will open the appropriate window.  From the Global Preferences dialog in the Options menu, you may choose to show or hide the Icon Bar.

Keyboard Users

There are three ways to select the current window from the keyboard:

1.	Press [ALT]+[W] to display a list of the windows available in Ascend.  Use the arrow keys to select the window you wish to make active then press [ENTER].

2.	Press the [SHIFT]+[F1] key to make the Prioritized Daily Task List the active window, [SHIFT]+[F2] for the Appointment Schedule, etc. through [SHIFT]+[F12] for the Favorite Quotes window.  The order of the windows represented by [SHIFT]+[F1] through [SHIFT]+[F12] is the same as that displayed in the Windows menu and on the default Icon Bar.  You can change the order in which the icons appear on the Icon Bar from the Global Preferences dialog, but this doesn't affect the order of the windows represented by the shifted function keys.

3.	You may "thumb through" each window or icon by pressing [CTRL]+[F6].  This will rotate through each window and minimized window icon, highlighting them one at a time.  (If the window selected is minimized, you will need to restore it to a window by double clicking on it or by pressing [ALT]+[-] and then [R].)

See Also:

Icon Bar


Changing Dates

The date displayed in Ascend's Tool Bar between the arrow buttons is called the Page Date.  Date-specific modules (Prioritized Daily Task List, Appointment Schedule, etc.) will use this as the current date.  You can modify the data for this date.

Changing the Page Date is like turning pages in your Franklin Day Planner to a new day.  Ascend needs this capability to forward tasks to new days, plan tasks for future dates, review upcoming meeting notes, etc.

There are several ways to change the Page Date to another day:

1.	You can use the Goto menu option to go to Yesterday, Today, Tomorrow, Forward one day, Backwards one day, Forward one week, or Backwards one week.

2.	You can use the Date option from the Goto menu to pop up a calendar.  From this Go to Date Calendar you can select the date to which you want to go.

3.	You can press [F4] or click on the [image] icon  and the Go to Date Calendar will appear.  You can then use this calendar to change the Page Date.

4.	You can quickly have the Page Date jump to the System Date (Today's Date) by double clicking in the area of the Tool Bar that displays the Page Date.

5.	Click on the date in the Floating Calendar.

As you change the Page Date, the System Date, shown in the Status Bar at the bottom of Ascend's window, remains unchanged.  If the Page Date and the System Date are different, a positive or negative number appears after the page date to tell you how many days your Page Date differs from the System Date date.

See Also:

Floating Calendar and Tools Window

Go to Date Calendar

Goto Menu


Ascend's Tool Bar

For even quicker access to specific page dates, mouse users may use Ascend's Tool Bar.  Simply click on the icon described below that performs the desired action.  The elements of the Tool Bar are described below.  They are described in the order they appear on the Tool Bar.

Moves the page date back one month from its current setting.

Moves the page date back one week from its current setting.

Moves the page date back one day from its current setting.

Page Date	You will see the page date displayed in this area.  If the page date differs from the system date, the difference in days will be displayed in parentheses after the page date.  You may quickly return to the current system date by double clicking over any unoccupied area of the Tool Bar, including the page date area.

Moves the page date forward one day from its current setting.

Moves the page date forward one week from its current setting.

Moves the page date forward one month from its current setting.

Activates Ascend's Floating Calendar and Tools Window.  The calendar provides instant access to any page date, merely by allowing you to click on the desired date.  The tools provide instant access to common global functions.

Special Days	This drop-down list box will display any birthdays, anniversaries, or other special days you've designated in the [image] special days module.

See Also:

Floating Calendar and Tools Window

Special Days

Tool Bar


Ascend's Status Ribbon

The bar at the bottom of Ascend's window is called the Status Ribbon and contains four fields.  They are described below as they appear on the Status Ribbon.

System Date	Displays the current date and time as set in your computer.  This date is also called the System Date, Current Date, or Today's Date, and is updated once a minute.

Registered User	Displays the registered user's name.

CAPS	Displays "CAPS" if the CAPS lock is on.

NUM	Displays "NUM" if the NUM lock is on.


    Global Search

The global search can be accessed from any Ascend module and searches the data you indicate for a specific sequence of characters.  The fields in the dialog box is described below.

Search For	Enter the text for which you want to search.

Tasks	Check this box if you want to search your tasks.

Task Notes	Check this box if you want to search your task notes.

Appointments	Check this box if you want to search your appointments.

Appointment Notes	Check this box if you want to search your appointment notes.

Daily Record of Events	Check this box if you want to search your Daily Record of Events.

Journal	Check this box if you want to search your journal entries.

Phone and Address Notes

Check this box if you want to search your Phone and Address notes.

Master Task List	Check this box if you want to search your Master Task List.

Master Task List Notes	Check this box if you want to search your Master Task List notes.

Red Tabs	Check this box if you want to search your Red Tabs.

Starting Date	Enter the starting date for the search.

Ending Date	Enter the ending date for the search.

Press the Search button to begin the search.  Each match found will be displayed in the scroll list.  You may then select the proper match.  Ascend will jump to that day's entries if you double click on that entry or choose Go to.


  Speed Dial

If you have a modem connected, you may press the [F2] key, click on the [image] icon, or select Speed Dial from the File menu to "auto dial" phone numbers from your Address and Phone directory.  You may access this feature from any of Ascend's modules.  When you do, you invoke the Speed Dial dialog box.  Each name marked in your phone and address directory as a Speed Dial number will be listed here.  Select the name you wish to dial by double clicking on the name or highlighting the name and pressing the OK button.  Select the number (work, home, etc.) you wish to dial, include any prefix or suffix you wish to include then press the OK button and the modem will dial for you.


Exit

When you select this option, Ascend will close down and remove itself from Windows.  (Same as [ALT]+[F4].)


Preferences
Global Preferences

The Global Preferences selection is where you customize Ascend by telling it your preferences.

Display Quote of the Day	Randomly selects a quote from your Favorite Quotes file to be displayed when you start Ascend.

Display Positive Affirmations

Causes one of your positive affirmations from your personal productivity pyramid to be randomly selected and displayed when you start Ascend.

Display Icon Bar	Allows you to display an Icon Bar rather than loose icons at the bottom of Ascend's window.  You may position this bar along any border.  Lower resolutions may only display all of Ascend's icons simultaneously if the Icon Bar is positioned at the Top or Bottom of Ascend's window.

Customize	Allows you to select which icons you want to appear on the Icon Bar and in which order.

Minutes Between Auto Save	To protect you from data loss due to power failure, computer problems, etc., Ascend saves your files whenever you quit Ascend or switch to another Windows program.  Ascend will save changes every X minutes.  (Set X to zero to disable the Auto Save.)

Ascend Password	Ascend allows you to protect your information with a password.  If you decide to use this option, you will need to enter your password each time you start Ascend or select Global Preferences from the Options menu.

Break Definition	Ascend uses a break line to separate items printed on your Daily Record of Events.  Click your mouse on the down arrow located next to the Break Definition box and select the type of break line you would like to use.

Break After Date	Inserts a break line whenever you insert the System Date in an Enhanced Multiple Line Edit Control.

Break After Time	Inserts a break line whenever you insert the System Time in an Enhanced Multiple Line Edit Control.

Break Between Notes	Prints a break line between each note on your Daily Record of Events page.

Grayed Dialog Boxes	Check this box if you want gray backgrounds in your dialog boxes instead of white backgrounds.


Customize Icon Bar

To customize Ascend's Icon Bar, select Global Preferences from the Options menu, and push the Customize button.  You will see a dialog box containing two lists of icons.  The list at the left represents the icons that will appear on the Icon Bar.  The list at the right represents the icons that will not appear on the Icon Bar.  To add or remove icons to the Icon Bar, drag the appropriate icons into the desired box.  To change the order in which the icons appear on the Icon Bar, drag the icons to the desired position.


Common Keys Used in Ascend

F1	On-line Help

F2	Speed Dial

F4	"Go to Date" Calendar

Shift + F1	Prioritized Daily Task List

Shift + F2	Appointment Schedule

Shift + F3	Daily Record of Events

Shift + F4	Address and Phone

Shift + F5	Values and Goals

Shift + F6	Red Tabs

Shift + F7	Master Task List

Shift + F8	Focus

Shift + F9	Monthly / Weekly Views

Shift + F10	Turbo File

Shift + F11	Journal

Shift + F12	Favorite Quotes

Ctrl + Esc	Windows Program Selection List

Ctrl + F6	Rotate through Ascend Modules

Alt + Tab	Rotate through Windows Programs (fast)

Alt + Esc	Rotate through Windows Programs (slow)

Ctrl + F4	Close an Ascend Module Window

Alt + F4	Close and Exit Ascend

Ctrl+Insert	Copy highlighted items into Windows clipboard

Shift+Delete	Cut items to Windows clipboard

Shift+Insert	Paste items from Windows clipboard


Floating Calendar and Tool Bar
   Floating Calendar and Tools Bar

The Floating Calendar and Tools Bar Window gives you quick access to several of Ascend's global functions.  You can use the calendar to quickly and easily change the page date.  You may display either the calendar or the tool bar, or both, by selecting the Show Calendar and Show Tool Bar toggle options from the control menu of the window.

Calendar	The calendar allows instant access to any page date, merely by allowing you to click on the desired date.  You may also move back a month by clicking on the [image] button or move forward a month by clicking on the [image] button.  Double clicking between these two buttons will return your page date to the current date.

Tool Bar	The tool bar allows instant access to the following global functions.


 Icon Bar

The Icon Bar contains an icon for each of Ascend's modules.  The icons and their modules are as follows:

  Prioritized Daily Task List

  Appointment Schedule

  Daily Record of Events

  Address and Phone

  Values and Goals

  Red Tabs

  Master Task List

  Focus

  Monthly / Weekly Views

  Turbo File

  Journal

  Favorite Quotes

You can enter any module by clicking on its icon in the Icon Bar.  If the window is open, it will be made the current, or active, window.  If it isn't open, Ascend will open it for you.


Daily Record Of Events Page
   Daily Record of Events

Ascend's Daily Record of Events module allows you to enter, edit, print, and save notes of commitments exchanged, thoughts and ideas, agendas, conversations, etc.  If you want, you can print these items directly to your Franklin Day Planner.  A quick [image] search routine allows you to find entries quickly in your Daily Record of Events.  Information from your Address and Phone Directory can be merged into an entry, thus allowing you to quickly include phone numbers, addresses, directions, etc., with an entry.  The Daily Record of Events is basically a miniature word processor.  It is recorded entirely in a window using the Enhanced Multiple Line Edit Control which allows you to instantly include the Time, Date, Break line, or information about an entry found in your Address and Phone Directory.  You may also format the text using different fonts and font sizes, bold face, italics, underlining, or you center text or align it along the right or left margins.

See Also:

Adding Entries to Your Monthly Index

Edit Menu

Enhanced Multiple Line Edit Control


Adding Entries for Your Monthly Index
Adding Entries to Your Monthly Index

Indexed entries in your Daily Record of Events make finding particular entries easier.  If you want an entry to be included on your Monthly Index for something in your Daily Record of Events, simply select Index Entries from the Options menu, and a dialog box will appear asking for the name of the index entry.  There is a new Daily Record of Events page for each day.  If you would like to see all entries already used on that day, you may use the cursor keys or the mouse to access the drop-down list box.


Enhanced Multiple Line Edit Control

The Enhanced Multiple Line Edit Control is Ascend's word processor.  It is used in most of Ascend's modules:  Daily Record of Events, Red Tabs, Journal, and dialogs that have notes.  You can recognize it by the edit functions on its tool bar.  Some of the features of the Multiple Line Edit Cntrol are described below:

Several of the controls are toggle buttons that are highlighted when active.  Bold, Italics, and Underline are independent of one another and can be on or off in any combination.  Left, Center, and Right Justified text are mutually exclusive and only one button will be highlighted at a time.  Each of these apply to the currently selected text.  If no text is selected, the Bold, Italics, and Underline actions apply to new text typed at the current insertion point; Left, Center, and Right Justify will apply to the line that contains the insertion point.

You may also embed or link objects created in other applications.  These objects may include pictures, sounds, spreadsheets, and more.

   Bold	This toggles between Bold text and regular text.  (Same as [CTRL]+[B].)

   Italics	This toggles between Italics text and regular text.  (Same as [CTRL]+[I].)

   Underline	This toggles between underlined text and regular text.  (Same as [CTRL]+[U].)

   Left Justify	If this button is highlighted the text will be aligned along the left margin.  (Same as [CTRL]+[L].)

   Center Text	If this button is highlighted the text will be centered.  (Same as [CTRL]+[C].)

   Right Justify	If this button is highlighted the text will be aligned along the right margin.  (Same as [CTRL]+[R].)

   Insert Time	If you wish to insert the current time at the insertion point, press this button.  (Same as [CTRL]+[T].)

   Insert Date	If you wish to insert the System Date at the insertion point, select this button.  (Same as [CTRL]+[D].)

   Insert Break	If you want to insert a break line at the insertion point press this button.  (Same as [CTRL]+[K].)

   Cut	Removes any highlighted text and copies the contents to the clipboard.  (Same as [SHIFT]+[DEL].)

   Copy	Copies any highlighted text to the clipboard.  (Same as [CTRL]+[INS].)

   Paste	Copies the contents of the clipboard to the current insertion point.  (Same as [SHIFT]+[INS].)

See Also:

Links

Objects


Objects

In addition to inserting text in the Enhanced Multiple Line Edit Controls, Ascend will let you add pictures, sounds, spreadsheets, and more.  To insert an object, select Insert Object from the Edit menu.  If the Edit Control you are using is in a dialog box, you can press the right mouse button to activate the Edit menu.  You will then see a list of object types that are supported by your system.  When you select one, Ascend will run that program so you can create the object.  After you've created it, you will need to update it so that Ascend will know that it has changed.  This is usually done by selecting Update from the File menu of that application.

Once the object has been created, you will see it embedded in your Edit Control.  The various actions you can perform with the object depend on the type of object.  For example, you can Edit a picture, you can Play or Edit a sound, etc.  These actions will be shown under Object in the Edit menu.  If you'd like to perform the default action, you may also double click on the object.

You may reposition an object within your Edit Control by dragging it where you want it.  You may resize the object by dragging one of the object's eight resize dots.

See Also:

Enhanced Multiple Line Edit Control

Links


Links

A linked object is an object that is linked to data in another file.  It is pasted into an Enhanced Multiple Line Edit Control in a way similar to pasting normal text, but in this case, it doesn't make a copy:  it is a reflection of the original.  Consequently, when the original is edited, the link also changes.  This makes keeping up-to-date data rather convenient.

To make a linked object, first run the application with which you want to create your data.  Copy the portion of the data that you want to link.  This is usually done by selecting Copy from the Edit menu of that application.  Then return to the Edit Control in Ascend into which you want to paste the link, and select Paste Link from the Edit menu.  If your Edit Control is located in a dialog box, you can activate the Edit menu by pressing the right mouse button.

The linked object will appear in the Edit Control.  You may move it by dragging it to a new location within the Control or resize it by dragging one of its eight resize dots.  To edit the data, double click on the linked object.  Ascend will run the application that created the data.

Selecting Links from the Edit menu invokes a dialog which shows a list of all the links currently being used.  The dialog box has the following items:

Links	List of all the links currently in use.

Update	Method of update.  This determines how the link will be updated after the original has been modified.

Update Now	Force the link to update.  If the update method has been set to Manual, use this to update the link.

Cancel Link	Removes the link.  The object becomes a normal object.

Change Link	Changes the link to another file.  This is useful when the original file was renamed.

OK	Accept the changes.

Cancel	Never mind.

Activate	Performs the default action for the selected item.

Edit	Edits the linked object using the application that created the item.

See Also:

Enhanced Multiple Line Edit Control

Objects


Paste Special

Items are stored in the clipboard in a variety of formats.  When you select Paste from the Edit menu, Ascends pastes the contents of the clipboard into the Enhanced Multiple Line Edit Control in the preferred way, usually as unformatted text.

Selecting Paste Special from the Edit menu allows you to specify the format in which you want to paste the contents of the clipboard.  You may select from any format Ascend understands, provided the contents were placed in the clipboard with that format.  The formats which Ascend understands are listed below:

Unformatted Text	This is basic text.  It won't contain font changes or other formatting.

Formatted Text	This is text that was copied to the clipboard from an Enhanced Multiple Line Edit Control.

Picture	This is a graphic.  Unlike embedded objects, however, it cannot be edited.

OLE Object	If an item was saved in the clipboard as an OLE object, you can paste it as a linked object.

See Also:

Enhanced Multiple Line Edit Control

Links

Objects


Find Name

The Find Name dialog box is used to incorporate information from a entry in your Phone and Address Directory into a note or other Enhanced Multiple Line Edit Control.  To access it, select Insert Name from the Edit menu of modules that support this, or, if you're in a dialog box that supports this, press the Find Name button.

To quickly find a name, simply start typing in the Last Name or Company Name of the entry for which you are looking.  You may also use the mouse to search through the scroll list to find the correct name.  To incorporate any of the following information from the selected record into the note or module in which you are working, simply check its corresponding box and press the OK button or [ENTER].

Name	Include the person's name.

Company	Include the company name.

Address	Include the address.

Phone Numbers	Include the phone numbers and their descriptions.

Phone Notes	Include any notes entered for that person in the Address and Phone Directory.

See Also:

Enhanced Multiple Line Edit Control


   Focus

If you use a computer during the day, the Focus module allows you to view and concentrate only on the highest priority task that has not yet been completed from your Prioritized Daily Task List.

Focus does this by blocking out everything in the Focus window except a worksheet containing all of the information regarding the current task on which you are working, thus making it easier to really focus on the most important task at hand.  You may change any of the information on this worksheet and Ascend will automatically update your Prioritized Daily Task List with the new information.

You can also view your progress for the day graphically by selecting Map from the Options menu.  You will then see the task map displayed.  This shows you which tasks have been completed.

See Also:

Focus Options


Focus Options

The following items are among those available in the Options menu in the Focus module:

Task Completed	By selecting this menu option, the task on which you are focusing will be marked as completed.  Then the Task Map, showing the number of tasks under each priority and the number currently completed, will be displayed.  After you press OK  the Focus window will bring up the next uncompleted task.

Map	Selecting this menu option brings up a quick chart with a box for each task entered that day.  The boxes appear in four rows, one for each priority.  The completed tasks will be depicted with checkmarks in the corresponding boxes.  This allows you to track your progress through the day.


Focus Goto Menu

The Goto menu in the Focus module has the following options:

Next Task	This option allows you to move forward to the next uncompleted task.  This is useful if you must move on to the next task for any reason.

Previous Task	This option allows you to go backwards to view the previous uncompleted task.


ASCII

American Standard Code for Information Interchange, or something like that.  If you don't know what it is, imagine it's something you can type (letters, numbers, punctuation, control codes, etc.) and you'll be pretty close.


Address and Phone Directory

Module.  Quickly store and recall names, addresses, phone numbers, and personal information.  (See "Address and Phone")


Appointment

A block of time reserved for a specific activity.  (See "Appointment Schedule")


Appointment Schedule

Module.  Lets you make and review your appointments, including notes.  (See "Appointment Schedule")


Ascend

Time-Management software designed to help people gain control over their daily events.  For increased control, may be used with the Franklin Day Planner.  (See "What is Ascend")


 Backup

A routine that allows you to back up your Ascend data files from your Ascend sub-directory to a floppy diskette or hard drive.  (See "Ascend Tools and Utilities Program")


Click

Quickly press and release a mouse button, usually the left one.


Color

Certain colors may be changed.  These include the background colors of windows, Task colors, and Appointment colors.  (See "Task Colors," "Appointment Colors, or "Window Menu")


Daily Record of Events

Module.  Record commitments exchanged, thoughts and ideas, agendas, or conversations on a separate page for each day.  Automatically includes task and appointment notes, if desired.  (See "Daily Record of Events")


Delimiter

The character used to separate different fields in a record.


DOS

Disk Operating System.


Double Click

Quickly click a mouse button twice, usually the left button.


Drag

Press a mouse button, usually the left button, and hold it down while moving the mouse.  This will allow you to move items, make selections from pull-down menus, etc.


Edit Menu

Menu.  Contains actions relating to editing data.  Also has Undo to cancel the effects of the last action, in some modules.  Use the Edit Menu to copy and paste items.  (See "Edit Menu")


Enhanced Multiple Line Edit Control

Ascend's miniature word processor.  Type text and format it with different fonts and font sizes; apply bold face, underlining, and italics; and center text or align it along the left or right margins.  Also insert embedded or linked objects created by other applications.  (See "Enhanced Multiple Line Edit Control")


Favorite Quotes

Module.  Easily store and retrieve your favorite quotes, thoughts, and ideas.  (See "Favorite Quotes")


Field

A region in which distinctly separate pieces of information are saved or displayed.  These are often editable.  For example, individual pieces of information in a record, such as an Address and Phone entry, are fields:   Last Name, First Name, Company Name, etc.  Portions of dialog boxes, particularly the editable portions, are also called fields.


File Menu

Menu.  Contains items that affect your interaction with Ascend and the computer.  Use this menu to print, search for items in any of Ascend's data, Speed Dial, and quit the program.  (See "File Menu")


Floating Calendar and Tools Window

A small calendar of one month.  It allows you to change the PageDate by clicking on the desired date.  Tools allow you to access global functions such as Printing, Speed Dial, Global Search, Special Days, and Timers.  (See "Floating Calendar and Tools Window")


Focus

Module.  View and concentrate on the highest priority, uncompleted task from your Prioritized Daily Task List.  (See "Focus")


Font

A font is the typeface in which the text is displayed or printed.


Franklin Day Planner

A date-book-organizer to aid you in controlling daily events and schedules.  The Franklin Day Planner is designed to improve your personal productivity as well as to help those around you.  For additional information about the Franklin Day Planner, call 1 (800) 654-1775.  (See "What is Ascend")


Go Menu
Goto Menu

Menu.  In date-sensitive modules (Prioritized Daily Task List, Appointment Schedule, etc.), allows you to change the Page Date.  In other modules (Master Task List, Focus), it allows you to change the center of attention (categories, tasks, etc.).  (See "Goto Menu," "Focus Goto Menu," and "Master Task List Goto Menu")


Goto Calendar Definition
Go to Date Calendar

The Go to Date Calendar has several uses.  Its  primary purpose is to forward or move Tasks to other dates in the future or to the Master Task List.  The Go to Date Calendar can also be used to view Special Days, Tasks, and Appointments.  (See "Go to Date Calendar")


Help Menu

Menu.  Help!  Get help fast, on a wide variety of topics.  Entertain yourself for hours with fascinating descriptions of the world's best time-management software.  Explore the depths of Ascend Help!  Use the index, browse through selected topics, or search for specific sections.  Either way, it's guaranteed to provide hours of enjoyment.  (See "Help Menu")


Icon Bar

A small bar-shaped window containing icons representing the different Ascend modules.  By clicking on one of the icons, you can open the corresponding window.  (See "Icon Bar")


Icons

Small pictures representing one of Ascend's windows, Windows' programs, or functions and actions.


Importing Records

A routine used to put address and phone information into Ascend from another computer file.  (See "Importing Phone Records")


Index Menu

Menu.  Contains options to view or update your index.  (See "Journal")


Journal

Module.  Record experiences, thoughts, activities, and history.  Conveniently create indexes to find entries later.   (See "Journal")


Link

Data from other applications (paint programs, spreadsheets, etc.) linked into an Enhanced Multiple Line Edit Control.  The data appears as an object, but remains up-to-date as the original file changes.  (See "Links")


Master Task List

Module.  Temporarily store tasks that you'd like to do someday but don't want to schedule on a particular day yet.  Includes different categories.  (See "Master Task List")


Modem

A device that connects your computer with a phone line.  If you have a modem you will be able to use the auto dialer.  (See "Speed Dial")


Monthly / Weekly Views

Module.  Examine a whole week or a whole month of appointments.  (See "Monthly / Weekly Views")


Notes

Notes provide additional information about tasks and appointments.  These are usually printed on the Daily Record of Events page.  (See "Add Notes")


Object

Objects can be embedded in Enhanced Multiple Line Edit Controls.  An object might be a picture, sound, spreadsheet, etc., created in another program.  (See "Objects")


Options Menu

Menu.  Allows you to inform Ascend of your personal preferences regarding Ascend's ways of doing things.  Some modules have additional options.  (See "Options Menu")


Page Date

The date which Ascend modules use as the current date.  This corresponds to a page in your planner.  The Page Date is displayed between the arrows on Ascend's Tool Bar.  It may differ from the real date, which is displayed in the status ribbon at the bottom of the screen.


Personal Productivity Pyramid (Personal Constitution)

A four-part goal-setting process invented by Franklin Quest Co. and inspired by Benjamin Franklin.  The base of the pyramid consists of your basic governing values.  Above that lies your long-range goals, followed by intermediate goals.  At the top of the pyramid are your daily tasks.  Gain control of your life by mastering the Personal Productivity Pyramid.  (See "Personal Productivity Pyramid")


Point

Move the mouse until the pointer rests on the item you want.


Preferences

Allows you to personalize your system to your liking.  Indicate how to display Icon Bar, protect your planner with a password, and other options.  ("See Global Preferences")


Print

This will print the appropriate form for the current module.


Prioritize

A process of placing your Tasks in the sequence in which you want to complete them.  Tasks are given priorities (A, B, C, or D) based on the urgency to complete them.  A tasks are vital and must be completed today, B tasks are important and should be completed today, C tasks have some value and could be completed today, and D tasks are things you would like to complete at home or on your own time.  Additionally, tasks are ranked.  (See "Prioritizing Your Task List")


Prioritized Daily Task List

Module.  Lets you enter things that need to be done and list them in order of urgency.  (See "Prioritized Daily Task List")


Rank

Part of the process of prioritizing your Prioritized Daily Task List.  After your tasks are given an A, B, C, or D  priority, they are then given a numerical ranking.  (A1, A2, A3, . . . )  (See "Rank Tasks")


Recurring Appointments

An appointment you schedule at regular intervals.  (Every third Thursday, the 15th of every month, etc.)  (See "Recurring Appointments")


Recurring Task

A task you wish to schedule at regular intervals.  (Every third Thursday, the 15th of every month, etc.)  (See "Recurring Tasks")


Red Tabs

Module.  Named after the red thumb-tabs in the original Franklin Day Planner, red tabs are miscellaneous pages.  Each red tab file is a unique document.  Type and format text with all the features of the Enhanced Multiple Line Edit Control.  (See "Red Tabs")


Registration

Each Ascend program must be registered to the person or company who purchased the program.  Fill out your Ascend registration card and mail it to Franklin Quest Co.  Franklin Quest Co. will send a KEY NUMBER with each purchased program.  Your Ascend program will only work for 60 days without a Key Number.  (See "Registering Ascend")


Repeat Task

A task you want to re-schedule a certain number of days after completing the same task.  Repeat Tasks are different from Recurring Tasks because they are re-scheduled based on the completion date.  (Get a haircut would probably be entered as a repeat task.)  (See "Repeat Task")


Restore

A routine that allows you to restore data from a backup you have made, usually on floppy diskette, to your Ascend sub-directory on your hard drive.  (See "Ascend Tools and Utilities Program")


Search

Ascend's Global Search routine can be accessed from all Ascend modules and is used to search through various parts of your planner's data for a specific word or words.  (See "Global Search")


Special Days

Special Days include holidays, vacations, birthdays, anniversaries, business trips, and miscellaneous other "special" days.  (See "Special Days")


Speed Dial

A method to quickly dial a phone number from your address and phone module.  You must have a modem to Speed Dial.  (See "Speed Dial')


Statistics

Displays a dialog box containing miscellaneous statistics about a task.  (See "Task Statistics Report")


Systems Date
System Date

This is the date your computer keeps as the "current" date.  This is the Page Date initially displayed in the Status Ribbon at the bottom of Ascend's window.  (See "Ascend's Status Ribbon")


Task

Something that needs to be done.  Tasks usually aren't associated with a specific time.  (See "Prioritized Daily Task List")


Task Code

A Task Code designates what action was taken on a task (completed, forwarded, delegated, etc.).  The Task Code column is the furthest to the left on the Prioritized Daily Task List and is designated by a down arrow.  (See "Task Codes")


Technical Support

Refer to the on-line help and the User's Guide to answer your questions or problems.  If you are unable to resolve your problem, you can call Ascend's Technical Support Help Line.

Ascend's Technical Support:	(801) 975-9999

If your question concerns Windows, you should call Microsoft's help line.

Microsoft's Technical Support:	(206) 454-2030

(See "Who Can You Call For Help")


Time Blocks

A Time Block is a 15 minute period of time (1 time block = 15 minutes).  Time blocks are used in the Prioritized Daily Task List module as well as in the Appointment Schedule module.


Timers

Ascend has five timers that you can use to time an activity.  You can also use them to set an alarm.  (See "Timers")


Tool Bar

Located directly below the Menu Bar.  This allows you to move the page date forward or backward a day, week, or month at a time.  It also allows you to show or hide the Floating Calendar and Tools window.


Turbo File

Module.  File interesting stories, articles, mail, etc., for easy retrieval later.  Search for stored data by key words, description, or category.  (See "Turbo File")


Values and Goals

Module.  Record your personal values or principles, list your goals, and track your progress.  (See "Values and Goals")


View Menu

Menu.  Contains settings that affect what you see in the current window.  Show or hide various data.  (See "Address and Phone View Menu" and "View Statistics")


Window Menu

Menu.  Contains a list of all Ascend's modules to help you move between them quickly.  Also lets you customize each window's background color.  (See "WindowMenu")


   Journal

Ascend's Journal is very similar to the Daily Record of Events, but is kept separate so you may protect private information.  You may choose to print or exclude your journal when you print your Daily Record of Events page.  You may also print just your Journal entries if you wish.  Additionally, you may print an index which will list the entries which you have marked.

Individual days may be marked as Index Entries to facilitate finding them later.  Entries may also be found using Ascend's  [image] global search feature.

See Also:

Enhanced Multiple Line Edit Control

Journal View

Printing Journal Entries


Printing Journal Entries

You have several options for printing your  journal:

Journal Index	Print just a journal index.  This will print an alphabetized Table of Contents to the indexed  entries, along with the dates where the entries are located.

Journal	Print the actual journal entries for the dates specified.

Starting Date	The date for which entries should start printing.

Ending Date	The date for which entries should stop printing.

Print only 1 Date per Page

Check this box if you desire each day's entry to begin printing on a new page.

Pause Between Pages	Check this box if you would like Ascend to pause before printing the next page.  This allows you time to prepare the next sheet of paper for the printer before printing.

Print Out Size	Select the printout size you desire.

Printer Setup	Accesses the printer setup so you may verify or alter the print settings.

When you are ready to begin printing, press the OK button.

See Also:

Journal Index

Printer Setup


Journal View
Journal Index

The Index menu deals with journal index entries.  It has the following options:

Display Index Entries	Creates a sub-window of the Journal window area which shows all of the journal index entries for the page date you are viewing.

Index entries are key words that mark special entries in your journal.  These indexed entries make it easier to find important entries on particular dates, such as: "Bill left for college today", "Preston was born," or "Bought my iguana today."

Add Index Entry	Brings up a dialog box so you may add a Journal Index entry.  Index entries are used to mark days with special journal entries.  This index may be printed separately and used as a Table of Contents for your journal.  This dialog box is used to index entries and has the following options:

Index Entry	Enter the name of this index entry.

Special Entry	Check this box if you want this index entry printed in BOLD text when you print the index.

Current Index Entries

This box displays the currently defined index entries for that page date.

Press OK to save the new index entry or press Cancel to abort.


   Master Task List

Ascend allows you to have five different Master Task List categories by which you may temporarily store tasks you would like to do someday, but which you don't want to schedule on a particular day yet.  The Master Task List is like a back burner and is a handy feature for storing tasks you don't want to forget, but don't have time to complete in the near future.

You may easily and quickly move tasks from your Prioritized Daily Task List to the Master Task List and vice versa.  In fact, Ascend will even prompt you to move a task to the Master Task List after you have forwarded it the number of times specified in Task Preferences.

There are five different categories in your Master Task List.  To switch between categories, click on one of the big arrows on either side of the category name box, or use the Goto menu.

See Also:

Task Preferences


Print
   Print Master Task List

Ascend will print the Master Task List for the currently selected category, when you call the print routine.  The Master Task List prints on a blank sheet of paper.  The printout size will vary according to the filler size you specify in your Printer Setup.

You can also indicate to Print on Right Side Page or Print on Left Side Page to print on the side of the page that best suits your needs.

See Also:

Printer Setup


Edit Master Task List

 Delete

To delete a task from your Master Task List, place the cursor anywhere on the row of the task you wish to delete and select Delete from the Edit menu or click on the [image] icon.  Ascend will ask for confirmation before deleting the task.

 Move

This allows you to move the current task to your Prioritized Daily Task List.  To move the task, place your cursor anywhere on the row of the task you wish to move, select Move from the Edit menu or click on the [image] icon.  You will use the Go to Date Calendar to place the task on the day to which you wish to move the task.  Double click on the day, or highlight the day and press OK.  The task will be removed from your Master Task List and placed on your Prioritized Daily Task List on the date you specified.

In addition to the above icons, another quick way to perform the above actions is to click on the number to the left of the Master Task List item you wish to affect.  A dialog box will pop up asking you which action to perform on the task.


Goto
Master Task List Goto Menu

You may access the Master Task List category of your choice by selecting the desired category from the Goto menu:

-1 Category	This will move you back 1 category.

+1 Category	This will move you forward 1 category.

Category #1	This will take you directly to the first category.  By default, this is the "Work" category.

Category #2	This will take you directly to the second category.  By default, this is the "Home" category.

Category #3	This will take you directly to the third category.  By default, this is the "Personal" category.

Category #4	This will take you directly to the fourth category.  By default, this is the "Misc. A" category.

Category #5	This will take you directly to the fifth category.  By default, this is the "Misc. B" category.

You can change the category headings by selecting Master Task List Preferences from the Options menu.

See Also:

Master Task List Preferences


Master Task List Preferences

In the Master Task List Preferences, you may select to show or hide the Master Task List Tool Bar.  You may also change the names your Master Task List categories.


Common Ascend Menus

Ascend has several menus in its menu bar.  The items in each menu, and even the menus themselves, may differ in the different modules of the program.  Some items, however, may be found throughout the program.  These are listed below:

File

Printer Setup . . .

Global Search . . .

Speed Dial . . .

Exit

(Note:  The following items from the Edit menu are not found in "Values and Goals," "Address and Phones," and "Monthly / Weekly Views")

Edit

Undo

Cut

Copy

Paste

Clear

Window

Save Window Setup

Window Color . . .

Arrange Icons

Prioritized Daily Task List

Appointment Schedule

Daily Record of Events

Address and Phone

Values and Goals

Red Tabs

Master Task List

Focus

Weekly View

Turbo File

Journal

Favorite Quotes

Options

Global Preferences . . .

Help

Contents

Current Topic

Search for Help on . . .

How to Use Help

About Ascend

Registration . . .

To learn more about module-specific menus, see the following:

Appointment Schedule Menu

Daily Record of Events Menu

Favorite Quotes Menu

Focus Menu

Journal Menu

Master Task List Menu

Monthly / Weekly Views Menu

Phone and Address Menu

Prioritized Daily Tasks Menu

Turbo File Menu

Values and Goals Menu


Prioritized Daily Task List Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Prioritized Daily Task List menu includes the following options:

File

Print Tasks, Appointments, and Notes . . .

Print Monthly Index . . .

Task Statistics Report . . .

Print Ascend Summary Report . . .

Edit

Insert Task

Delete Task

Copy Task . . .

Move Task . . .

Options

Preferences

Task Preferences . . .

Task Categories . . .

Task Colors . . .

Prioritize . . .

Group Action . . .

Recurring Tasks . . .

Repeat Tasks . . .

Sort Tasks . . .

Special Days . . .

Timers . . .

Link to a Contact

Goto

Yesterday

Today

Tomorrow

1 Day -

1 Day +

7 Days -

7 Days +

Date . . .

View

Statistics . . .

Full View


Appointments Menu
Appointment Schedule Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Appointment Schedule menu includes the following options:

File

Print Tasks, Appointments, and Notes . . .

Edit

Cut Appointment

Copy Appointment

Paste Appointment

Options

Preferences

Appointment Preferences . . .

Appointment Colors . . .

Recurring Appointments . . .

Link to a Contact

Goto

Yesterday

Today

Tomorrow

1 Day -

1 Day +

7 Days -

7 Days +

Date . . .


Daily Record of Events Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Daily Record of Events menu includes the following options:

File

Print Tasks, Appointments, and Notes . . .

Edit

Paste Special . . .

Paste Link

Links

Insert Object . . .

Object

Insert Name . . .

Options

Index Entries . . .

Goto

Yesterday

Today

Tomorrow

1 Day -

1 Day +

7 Days -

7 Days +

Date . . .


Address and Phone Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Address and Phone menu includes the following options:

File

Print . . .

Print Labels . . .

Import . . .

Export . . .

Edit

Copy Name . . .

Paste . . .

Add Name . . .

Edit Name . . .

Delete Name . . .

Options

Preferences

Address and Phone Preferences . . .

Phone Categories . .

Dial . . ,

Call Contact

View

Index

Set Filter . . .

Use Filter

History


Values and Goals Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Values and Goals menu includes the following options:

File

Print

Edit

Insert

Delete

Reassign

Options

Values and Goals Preferences . . .

Display Goals Evaluation

View

Governing Values

Long Range Goals

Intermediate Goals

Daily Tasks

Focus on a Value


Red Tabs Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Red Tabs menu includes the following options:

File

New

Open . . .

Save . . .

Save As . . .

Delete . . .

Properties . . .

Print . . .

Edit

Paste Special . . .

Paste Link

Links

Insert Object

Object

Find . . .

Find Next


Master Task List Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Master Task List menu includes the following options:

File

Print . . .

Edit

Delete . . .

Move . . .

Goto

-1 Category

+1 Category

Home

Work

Personal

Misc A

Misc B


Focus Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Focus menu includes the following options:

Edit

Insert Name . . .

Options

Task Completed

Map . . .

Goto

Next Task

Previous Task


Monthly/Weekly View Menu
Monthly / Weekly Views Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Monthly / Weekly Views menu includes the following options:

File

Print . . .

Edit

Delete Appointment

Copy or Move Appointment

Options

Preferences

Monthly / Weekly View Preferences . . .

Weekly View

Monthly View

Show Appointment Detail

Recurring Appointments

Goto

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

-1 Week

+1 Week

Today

Date . . .


Turbo File Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Turbo File menu includes the following options:

File

Print Turbo File . . .

Options

Turbo File Categories . . .

Turbo File Types . . .


Journal Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Journal menu includes the following options:

File

Print . . .

Edit

Paste Special . . .

Paste Link

Links

Insert Object

Object

Insert Name

Goto

Yesterday

Today

Tomorrow

1 Day -

1 Day +

7 Days -

7 Days +

Date . . .

Index

Display Index Entries

Add Index Entry


Favorite Quotes Menu

In addition to the menu options that are available in all the modules (See "Common Ascend Menus"), the Favorite Quotes menu includes the following option:

File

Print Quotes . . .

Options

Quote Categories . . ,


Control Menu

You can select the Control Menu either by pressing [ALT]+[SPACEBAR] or by clicking on the hyphen in the upper-left corner of the Ascend window.  The Control Menu in Ascend's main window has all of the options listed below.  The Control Menus of the other Ascend windows may only have some of these options.

Restore	Returns a maximized or minimized window to its regular size and position.

Move	Allows the cursor keys to move the active window within Ascend's work space.

Size	Allows the cursor keys to move the active window's borders, thus sizing the window.

Minimize	Reduces the active window to an icon.

Maximize	Enlarges the active window to occupy Ascend's entire work space.

Close	Closes the active window.

Switch to	Brings up a list of active applications.

Control Panel

This allows you to run Windows' Control Panel directly from Ascend.  See your Windows User's Guide for details on the Control Panel.

File Manager

This allows you to run Windows' File Manager directly from Ascend.  See your Windows User's Guide for details on the File Manager.

Print Manager

This allows you to run Windows' Print Manager directly from Ascend.  See your Windows User's Guide for details on the Print Manager.

Calculator	This allows you to run Windows' Calculator directly from Ascend.  See your Windows User's Guide for details on the Calculator.

System Editor

This allows you to run Windows' System Editor directly from Ascend.  See your Windows User's Guide for details on the System Editor.

Windows Setup

This allows you to run the Windows Setup routine from within Ascend.  See your Windows User's Guide for details on the Windows Setup.


File Menu

The File Menu has at least the following options:

Printer Setup	This allows you to set up the printer in preparation for printing.

Global Search	This feature allows you to search your data for a sequence of characters anywhere in Ascend.

Speed Dial	If you have a modem connected you may press the [F2] key or select this menu option anywhere in Ascend to "auto dial" phone numbers you have indicated as "Speed Dial" numbers in your Address and Phone file.

Exit	When you select this option, Ascend will close down and remove itself from Windows.  (Same as [ALT]+[F4].)

See Also:

Exit

Global Search

Printer Setup

Speed Dial


Edit Menu

The Edit Menu has at least the following options in most of the modules:

Undo	Undoes the most recent operation.  This is useful if mistakes are recognized immediately.  (Same as [ALT]+[BACKSPACE].)

Cut	Removes the highlighted text and copies it to the Windows clipboard.  (Same as [SHIFT]+[DEL].)  In some modules the Cut feature may be accomplished by clicking on the [image] icon of the module's window.

Copy	This option copies the highlighted text to the Windows clipboard.  (Same as [CTRL]+[INS].)  In some modules the Copy feature may be accomplished by clicking on the [image] icon of the module's window.

Paste	This option copies the clipboard contents to the current cursor location.  (Same as [SHIFT]+[INS].)  In some modules the Paste feature may be accomplished by clicking on the [image] icon of the module's window.

Clear	This option removes the currently highlighted text  (Same as [DEL].)


Window Menu

The Window Menu has the following options:

Save Window Setup

Selecting this option will cause Ascend to save your current Ascend work space.  This allows you to save any changes you make to the size, screen position, or color of any windows.  Upon re-entering Ascend in the future, the work space will appear as it does at the time the setup is saved.

Window Color	This allows you to change the background color of the current window by mixing different levels of red, green, and blue.  As you slide the scroll bar slider, you will see the color change in the rectangle below.  Once the color in the rectangle is acceptable, select OK and this color will become the active window's background color.

Arrange Icons	Selecting this option will automatically and evenly arrange any icons along the bottom of your screen.

 Prioritized Daily Task List

 Appointment Schedule

 Daily Record of Events

 Address and Phone

 Values & Goals

 Red Tabs

 Master Task List

 Focus

 Monthly / Weekly View

 Turbo File

 Journal

 Favorite Quotes


Options Menu

The Options Menu varies with the current, or active, window.  However, it will always have a Global Preferences item.  Listed below are the contents of the Options Menu for each module.  Click on an item to go to that topic.

Prioritized Daily Task List

Preferences

Global Preferences

Task Preferences

Task Categories

Task Colors

Prioritize

Group Action

Recurring Tasks

Repeat Tasks

Sort Tasks

Special Days

Timers

Link to a Contact

Appointment Schedule

Preferences

Global Preferences

Appointment Preferences

Appointment Colors

Recurring Appointments

Link to a Contact

Daily Record of Events

Preferences

Index Entries

Address and Phone

Preferences

Global Preferences

Address and Phone Preferences

Phone Categories

Dial

Modem

Phone Categories

Call Contact

Values and Goals

Preferences

Global Preferences

Values and Goals Preferences

Display Goals Evaluation

Red Tabs

Preferences

Global Preferences

Red Tab Preferences

Red Tab Categories

Master Task List

Preferences

Global Preferences

Master Task List Preferences

Focus

Global Preferences

Task Completed

Map

Link to a Contact

Monthly View

Preferences

Global Preferences

Monthly / Weekly Views Preferences

Weekly View

Monthly View

Show Appointment Detail

Recurring Appointments

Turbo File

Global Preferences

Turbo File Categories

Turbo File Types

Journal

Global Preferences

Favorite Quotes

Global Preferences

Quote Categories


Help Menu

The Help Menu has the following options:

Contents	This option displays a list of Contents of help topics in Ascend.

Current Topic	Activates context sensitive help based on the module from which Help was selected.

Search for Help on	Allows you to select a topic to view in Ascend's Help.  You can search for topics by typing keywords or selecting them from a list.

How to Use Help	This opens the Help file for Windows Help.  This will teach you how to find help easily.

About Ascend	This option displays copyright and version information for the Ascend software.

Registration	This option displays the serial number, registered user's name, and the key number, once this information has been entered.


Goto Menu

The Goto menu includes the following selections:

Yesterday	This option changes the current page date to one day before the current system date.

Today	This option changes the current page date to the current system date.

Tomorrow	This option changes the current page date to one day after the current system date.

1 Day -	This option changes the page date to one day before the current page date.  (It moves back one day in the planner.)

1 Day +	This option changes the page date to one day after the current page date.  (It moves ahead one day in the planner.)

7 Days -	This option changes the page date to one week before the current page date.  (It moves back one week in the planner.)

7 Days +	This option changes the page date to one week after the current page date.  (It moves ahead one week in the planner.)

Date	This accesses the Go to Date Calendar which is a calendar that allows you quick access to any date.  This calendar may also be accessed by clicking on the [image] icon.


Monthly/Weekly View
   Monthly / Weekly Views

Monthly and Weekly Views can be displayed or printed to quickly and graphically show you a summary of the month's or week's appointments.  A calendar is displayed for the currently selected month or week.  In the Monthly view, each day in the calendar contains a miniature graph representing the day's schedule of appointments.  In the Weekly View, the appointments are listed for each day.  A larger graph appears below the calendar and represents the selected day's schedule of appointments.  Select days by clicking on the days in the calendar.  Double clicking on the larger graph (at the bottom) will open the appointment schedule window.

Appointments may be selected by clicking on the appointments in the larger appointment graph.  Once selected, the time of the appointments can be changed by dragging them across the graph.  They may be moved to another day by dragging them onto the calendar.  The time allotted to an appointment may be increased or reduced by dragging the edge of the selection.  To create a new appointment, click on the appointment graph at the spot representing the time you want the appointment to start, and drag to the spot representing the time you want the appointment to end.

The icons in the Monthly / Weekly Views Icon Bar are as follows:

    Weekly View

Change from Monthly View to Weekly View.

    Monthly View

Change from Weekly View to Monthly View.

    Recurring Appointments

Enter recurring appointments.

    Delete Appointment

Delete the selected appointment.

    Copy or Move Appointment

This allows you to move or copy the selected appointment to another day.

    Show/Hide Detail

In the Monthly View, this shows the appointment graph for each day of the month, or hides them for all but the selected day if they are already showing.  This option is disabled in the Weekly View.

See Also:

Recurring Appointments


 Monthly / Weekly Views Functions

The icons at the top of the Monthly / Weekly Views window are known as the Monthly / Weekly Views Tool Bar.  By clicking on an icon in the Monthly / Weekly Views Tool Bar, you can perform a variety of functions, as outlined below.

 Weekly View

 Monthly View

 Recurring Appointments

 Delete Appointment

 Copy or Move Appointment

 Show/Hide Detail


Monthly / Weekly Views Go Menu
Monthly / Weekly Views Goto Menu

The Goto menu in the Monthly / Weekly Views module provides the following options:

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday	This changes the page date to the specified day of the currently selected week.

-1 Week	This changes the page date back one week from the currently selected date.

+1 Week	This changes the page date forward one week from the currently selected date.

Today	This changes the page date to the current system date.

Date	This accesses the [image] Go to Date Calendar allowing you to jump to any date.


 Monthly / Weekly Views Preferences

You may choose whether or not to show the Monthly / Weekly View Tool Bar.


Print Tasks, Appointments & Notes
   Print Tasks, Appointments, and Notes

When Ascend prints your Prioritized Daily Task List, you can choose to print right on the pages of your Franklin Day Planner, if you use one.  You may even print on blank pages if you wish.  If you are using regular Franklin Day Planner filler pages, make sure the Page Date in Ascend is the same as the filler date from the Franklin Day Planner page in your printer.  If you are using Franklin Computer Edition pages or printing on plain paper, Ascend will automatically print the date on the page for you.  To print your tasks, appointments, or notes, select Print Tasks, Appointments, and Notes from the File menu, or click on the [image] icon.

Print Prioritized Daily Task List

Print your Prioritized Daily Task List.

Print Appointment Schedule

Print your Appointment Schedule.

If both Print Prioritized Daily Task List and Print Appointment Schedule have been selected, Ascend will print both your tasks and your appointments at one time on the page.

Print Daily Record of Events and Notes

Print your Daily Record of Events, Task Notes, Appointment Notes, Journal, etc. on your Daily Record of Events page.

Lines to Skip	If you have already written on your Franklin Day Planner page for the selected date, you may specify how many lines you wish Ascend to skip before printing.  This option is only valid for your Prioritized Daily Task List and your Daily Record of Events.

Pause between Pages

If you select to print either your tasks or your appointments (left page) and your notes (right page), you may select this option to pause your printer before printing subsequent pages.  This allows you to manually load and adjust these sheets in your printer.

Include Journal with Daily Record of Events

Check this option if you desire any of your journal entries for the current Page Date to be printed along with the other note items on your Daily Record of Events.

Print on Blank Page	Occasionally you might ruin a page from your Franklin Day Planner (printer not set up properly, wrong date in printer, paper jam, etc.).  Should you ruin one of your pages, you may print your tasks, appointments, and notes on a blank sheet of paper by checking this option.

Printer Setup	Use this to verify or alter your printer setup.

Appointment Range	If you are using Franklin Technology filler (also known as Computer Edition Forms), Ascend will allow you to print your appointments in one of three ways:

Sequentially	Ascend will list your appointments for that day one after another.

22 hour range	30 minute increments where you specify the 22 hour range.

11 hour range	15 minute increments where you specify the 11 hour range.

When you are ready to print, press the OK button.


   Print Monthly Index

The Monthly Index is an alphabetized, dated list of those Task Notes, Appointment Notes, and Notes from the Daily Records of Events pages which you have chosen to include on the Monthly Index.  It is useful for identifying exact dates of significant occurrences.

The letter preceding the description indicates the source of the entry:

A = Appointment Notes

T = Task Notes

N = Notes from Daily Records of Events pages

The date following the description is the date where the entry is found.

To print your monthly index pull down the File menu, select Print Monthly Index, select the desired month, prepare your printer, and select OK.  You must be in the Prioritized Daily Task List module to print your index.

To include a note on the index, select the Include on Index Page option in the Add Notes dialog box.  To include a Daily Record of Events entry on the index, choose Index Entries from the Options menu while in that module.

See Also:

Adding Notes


   Task Statistics Report

The Task Statistics Report is used for analyzing how you are spending your time.  This report relies on the advanced time-management features shown in Full View in the Prioritized Daily Task List module.

This report, which prints on 8 1/2" x 11" paper, displays completion statistics and percentages to help you see how well you are accomplishing your tasks.  You can print three different reports:

Number of Tasks

Number of Estimated Time Blocks

Number of Actual Time Blocks

In each case, the total numbers for each priority (A, B, C, D) in each category is compared to the total number for the category.  This feature can be used to track how much time is going to different categories you have assigned.  (Different projects, clients, etc.)

Selecting Print Tasks Statistics Report from the File menu invokes a dialog box with the following items:

Starting Date:	Enter the date at which you wish to start including tasks in the totals.

Ending Date:	Enter the date at which you wish to stop including tasks in the totals.

Report Information:

Choose the type of information you want to analyze.

Printer Setup:	Select which printer you want to use.  Remember that the Task Statistics Report is always printed on 8 1/2" x 11" paper.

Print:	Print.

Cancel:	Cancel.

The printout will list each of your categories with two lines for each category.  The first of these lines reflects the totals number of tasks in the category, while the second line reflects only those tasks in that category which have been completed.  The last two lines reflect the totals of all the categories.

For each Priority (A, B, C, D), there are two columns.  The first of these columns reflects the total number of tasks that were assigned that priority.  The second column is a percentage.  The percentage in the first line (the category line), is the percentage of all the tasks in this category which have been assigned this priority.  The percentage in the second line (the completed line) is the percentage of all the tasks in that category and in that priority which have been completed.  The final column lists the totals of all the tasks.

See Also:

Full View / Partial View


   Print Ascend Summary Report

Ascend's Summary Report allows you to print all of the Tasks, Task Notes, Appointments, Appointment Notes, and/or Daily Records of Events from a selected range of days in one convenient report.

Choosing Print Ascend Summary Report from the File menu invokes a dialog in which you tell Ascend what to include in the report.  The following items are available:

Tasks	Check this option to include Tasks in the report.

Task Notes	Check this option to include the notes associated with each Task.

Appointments	Check this option to include Appointments in the report.

Appointment Notes	Check this option to include the notes associated with each appointment.

Daily Record of Events

Check this option to include the Daily Records of Events.

Blank Lines	Indicate the days on which to include blank lines.  Specify how many lines you want.  The lines will be appended to the other items on the report for the day.  This is useful if you want to add items by hand to the printed report.

# Past Days	Indicate how many past days you wish to include in the report for each of the selected items.  The selected days are relative to the  Page Date.

# Future Days	Indicate how many future days you wish to include in the report for each of the selected items.  The selected days are relative to the  Page Date.

Blank Lines on Additional Days

Indicate the number of blank lines to print for each day not specified above (see Blank Lines, above).

Pause Between Pages

Check this if you need to manually add new pages to the printer.

Printer Setup	This button invokes a dialog in which you can specify what type of forms you want to use, which of the available printers you want to use, and other settings.

OK	This will begin printing the report.

Cancel	This cancels the operation.  Nothing is changed.

Help	This will provide these instructions.

See also:

Printer Setup


   Printing Red Tabs

You may print out your Red Tabs by selecting the Print menu option from the File menu or by clicking on the [image] icon.  The Red Tab will be printed on plain white paper and will print according to the planner size you are using.  The formatting you see in the Red Tab will be reflected in the printed copy.  The following options add additional convenience when printing Red Tabs.

Pause Between Pages	Selecting this option will cause Ascend to prompt before printing each subsequent page, allowing you to prepare the printer for the next sheet.

Print Page Numbers	Selecting this option will cause Ascend to print page numbers at the bottom of each page you print.


Printer Orientation Verification

If you receive this dialog box, the routine from which you have printed is expecting a different printer orientation than you currently have selected.  The two orientations are described as follows:

Portrait	Portrait Mode is the usual print mode Ascend expects.  It is also known as "tall mode."

Landscape	Landscape Mode is also known as "wide mode."  An example of Ascend expecting landscape mode is when you are printing envelopes from the Address and Phone module.

The dialog box will have the following Configure Printer options:

Auto Configure Printer (Temporary)	If you select this button, Ascend will temporarily configure the printer driver for the orientation mode it needs.  Once printing is completed, the printer driver will return to its previous orientation setting.

Auto Configure Printer (Permanent)	If you select this button, Ascend will configure the printer driver for the orientation mode it needs.  This change will remain in effect for all subsequent printings in all Windows applications until you select otherwise.

Configure Printer Manually	If you select this button, Ascend will display the printer driver's Setup dialog box.  This will allow you to manually configure the printer driver to the desired orientation mode.  The changes made here will remain in effect for all subsequent printings in all Windows applications until you select otherwise.

Continue With Current Printer Settings

Selecting this button will cause Ascend to continue with the print routine even thought it is not the usual orientation for the current print job.

Cancel	Aborts the current print routine.

See Also:

Printer Setup


Printing Phone and Address Lists
  Printing Address and Phone Directories

To print your directory, from the menu select File then select Print.  You will need to select the following options:

Index Listing	Prints only an alphabetical listing of all selected Names with their associated numbers.

Complete Listing with Notes	Prints an alphabetical listing of all selected Names with all the information entered in the Address and Phone Directory.

Complete Listing without Notes

Prints an alphabetical listing of all selected Names with all information except notes.  (Name, Company, Address, Phone numbers, etc.)

Use Filter	Include only those entries that meet the criteria you have set up in the filter.

Pause Between Pages	Pause between each page.  This is useful if you need to manually insert pages into the printer.

Page Break Between Letters	Begin each letter on a new page:  all the "A" names, "B" names, etc., on separate pages.  (If you want your names to print on the fewest number of pages possible, do not check this box.)

Starting

Ending	Starting and ending location (Print the "G" names through the "R" names, etc.).

Offset Margins	Automatically flip between the right and left pages.  (You specify which side of the page on which you want to begin the report.)

Start on Right Hand Page	Which side of page on which you want to begin printing.

Start on Left Hand Page	Which side of page on which you want to begin printing.

Printer Setup	Alter printer settings before printing.

Select the OK button when you are ready to print.

See Also:

  Filtering your Address and Phone Directory


Label Printing

To print labels based on data in Ascend's Address and Phone Directory, you may use Ascend's print label routine.  Use this feature from within the Address and Phone module by selecting Print Labels from the File menu.  You may also print a label for a single entry from within the Address and Phone Data Entry window by pressing the Print button and selecting Print Mailing Label.

Ascend will print labels in several formats based on your printer and the label sheet you are using.  You may set a filter to print only selected labels and choose the order for the labels to be printed.  Below is a description of the options available in the Print Label feature:

Label Type	Select the type of sheets on which you want to print the labels.  You may print on One Across Tractor Feed sheets, on Three Across Tractor Feed sheets, or on Three Across Laser Sheets.

If you select either Tractor Feed form, you should adjust the printer before printing.  If, in addition to tractor feed, you selected three across, you should also indicate the column where you would like the labels to begin printing.

If you select Laser Sheet, Ascend will recall where the last label was printed and begin at the next position.  You may also suppress printing on the top or bottom row of the sheet (see below).

Include Top Row

Include Bottom Row 	These options are available only if Three Across Laser Sheet is selected.  They allow you to avoid the non-printing area of many laser printers.

Starting Location on Page

Displays a graphical representation of where Ascend will start printing labels.  You may select a different starting location by using the cursor keys or the mouse.

Use Filter	If you have previously set a filter, you may choose to use it.

Print Each Label X Times

Indicate the number of times you want each label to be printed.  (This is useful for return address labels, etc.)

Sort By	If you choose to use sorting, you may sort by Last Name, Company, City, or Zip Code.

Starting

Ending	If you select to sort by either Last Name, or Company, you may set the starting and ending range to print.  Only Company listings will be sorted and printed if you sort by Company and only Last Name listings will be sorted and printed if you sort by Last Name.

EXAMPLE:  If one of your entries is ABC Corporation entered in the Company field with no Last Name and you select to sort by Last Name and print the range from A to Z , the ABC Corporation will not be printed.

Regular Label Margins (Portrait)

By selecting this option the label routine will assume the printer is set in portrait mode.  Use this for regular label sheets or tractor fed labels.

Envelope Margins (Landscape)

By selecting this option the label routine will assume the printer is set in landscape mode.  Use this for single or multiple envelope printing.

Left / Top Margin	These margin settings are independent of your Printer Setup margin settings and will override them each time you print a label.  These margins should be adjusted so the labels are printing in the correct place on the page.

Printer Setup	This displays the printer that will print your labels and allows you to change the printer settings before printing.

OK	This confirms your choices and begins label printing.  Same as pressing the [ENTER] key.

Cancel	This allows you to quit the dialog box without printing.  Same as pressing the [ESC] key.

Help	This provides context-sensitive help about printing labels.

See Also:

  Filtering your Address and Phone Directory


Print Monthly and Weekly Views
   Print Monthly / Weekly Views

To print your Monthly or Weekly View, select Print from the File menu.  You will see a dialog box asking you to specify the way you want it to print.  You have the following options:

Orientation

Portrait	Choose this to print with the short width of the paper.

Landscape	Choose this to print with the long width of the paper.

Paper Size	Choose the size of paper you want to use.

Style	For the Monthly View, you can choose to print on one or two pages.  Printing on two pages will be essentially the same as printing on one page, but there will be more room to display items.

For the Weekly View, you can choose to print in straight columns or in stacked columns.  Straight columns use seven columns across the page, one for each day.  Stacked columns use three columns across the top of the page and four columns across the bottom.

Printing Options

Include Number of Tasks

If this item is checked, the number of tasks for each day will be printed.

Print Lines	If this item is checked, lines will be printed across the vacant part of each day to guide you when you write additional appointments by hand.

Printer Setup	Set printer settings.

OK	Begin printing.

Cancel	Never mind.

See Also:

Printer Setup


  Printing Turbo Files and Favorite Quotes

To print Turbo Files or Favorite Quotes, select Print Turbo File or Print Quotes from the File menu.  Then you will have to specify, in a dialog box, which Turbo Files or Quotes you want to print.  Items you may see in the dialog box include:

Print Current	Prints only the Turbo File or Quote that you were in the process of viewing.

Print Range	Allows you to select which Turbo Files or Quotes to print.

Print All	Prints all Turbo Files or Quotes.

Print on Blank Page	Choose this option if you want to print on plain paper.

Pause between Pages	Choose this option if you want to manually adjust the printer for each page.

Key Words	When printing a range of Turbo Files or Quotes, you may print only those entries that have these key words.

Category	When printing a range of Turbo Files or Quotes, you may print only those entries that belong to this category.

Type	When printing a range of Turbo Files, you may print only those files that are of this type.

Quote By	When printing a range of Quotes, you may print only those quotes attributed to this author.

Printer Setup	Change your printer settings.

OK	Begin printing.

Cancel	Never mind.


Printer Setup

This allows you to specify the filler size, filler type, printer, font style, point size, and margins you will be using when printing.  Use this before printing or to set default printer settings.

Filler Size	Select the filler size you will be printing on.

Filler Type	If you selected the 5 1/2" x 8 1/2" filler size you may choose Technology filler or "Regular" filler.  If you selected the 8 1/2" x 11" filler size you may choose "Regular" filler or Plain Paper.

Selected Printer	Select the printer you would like to use.  All printers installed in Windows will be available.

Font	Once you select a printer, a list of font styles supported by that printer will appear.  Select the font you want Ascend to use when printing.

Size	Once you select a font, a list of point sizes for that font will appear.  Select the size you wish to use.  Some fonts have only one size, while others have several.  IMPORTANT:  If you select a large point size, not as much information will be printed on the page.  Point sizes from 6 to 10 are recommended.

Margin Offsets	You may adjust the left and top margins so Ascend will print correctly on your filler pages.

Sample Font	A sample of the font you selected will be displayed.  (Your actual printer fonts may differ slightly from the displayed screen fonts.)

OK	Accepts the font, size, and margins for the selected filler size, filler type, and printer.  You may select different combinations of printer, filler size, and filler type and Ascend will restore the fonts, sizes, and margins you last assigned for that combination.

Cancel	Leaves printer settings unchanged.

Help	On-line help for more information on Ascend.

Printer Setup	Accesses Windows' printer setup.

Make Default	Makes the current filler size, filler type, and printer the default.  Font, size, and margins may be altered without affecting this default setting.

Recall Default	Returns your default filler size, filler type, and printer with the proper font, size and margins.


Printer Considerations

Ascend was designed specifically to be used with the Franklin Day Planner.  As you begin using Ascend to print on your Franklin filler pages, you may notice the printing is slightly outside the preprinted lines on occasion.  This is due in part to the variation in lines and margins on the actual Franklin filler pages and in part to how the paper is loaded in your printer.

By being aware of this situation, you can use the Printer Setup to fine-tune the margins and consistently produce quality printouts.

See Also:

Printer Setup


   Red Tabs

The Red Tabs module is named after the original Franklin Day Planner's red thumb tabs which set off sections designed to be personalized by each user.  Ascend's Red Tabs allow you to quickly enter, store, and print miscellaneous information.  It's a miniature, quick word processor.  To accomplish this, the Red Tabs utilize the Enhanced Multiline Edit Control for formatting text.

The Red Tabs module is used just like the red tabs sections in the Franklin Day Planner:  a catch-all for miscellaneous items.  The numerous uses for Red Tabs are limited only by your imagination.  Following are just a few examples of some Red Tab uses:

*  A wish list of books you would like to read

*  Gift ideas for your spouse and others

*  A list of items to take when you travel

*  A list of items to take when your family goes camping

*  Business ideas

*  Shopping lists

*  Things to ask your boss when he calls from out of town

*  A back-up log of when you backed up your data files

*  And on, and on, and on . . .

See Also:

  Enhanced Multiple Line Edit Control

  Printing Red Tabs

  Red Tabs Edit Menu

  Red Tabs File Menu

  Searching for Text in the Red Tab Files


Red Tabs File Menu

Each Red Tab item is kept is a separate file.  To Add, Edit, or Delete files from your Red Tabs, you need to use the File menu options.  Some of these options are also available from the Red Tabs Tool Bar.  To use the Red Tabs Tool Bar, click on an icon at the top of the Red Tabs Window.

 New	Clear the Red Tab window and create a new Red Tab item.

 Open	Find an existing Red Tab item and open it up for editing.

 Save	Save any changes you make to a Red Tab item.  If the item is a new Red Tab item, you will be prompted to type in the Red Tab's description before saving the file.

 Save As	Save the current Red Tab item into a new Red Tab.  You will be prompted to enter in the Red Tab's new description before saving the file.

 Delete	Delete an existing Red Tab.

 Properties	Modify the title and category of the current red tab.

 Print	Print the current Red Tab.

 Find	Specify a string of text to find in the current Red Tab.

 Find Next	Find next occurence of previously-specified Red Tab.

See Also:

File Menu

Printing Red Tabs

Searching for Text in the Red Tab Files


Searching for Text in the Red Tabs
   Searching for Text in the Red Tab Files

You may use the the Find option in the Edit menu to find text in your Red Tab file, or click on the [image] icon.  To find additional occurences of the text, use the Find Next option if the Edit menu, or click on the [image] icon.

 Search For	Enter the text that you want to find.

 Case Sensitive	If you desire your search to be sensitive to upper and lower case text, check this box.

 From Beginning of File

If you want the search to start at the beginning of the file, check this box; otherwise the search will begin from the current position in the file.

Select the OK button to begin the search.  To repeat the find you may use the Edit menu option Find Next, click on the [image] icon, or use the [F3] key to repeat the last find operation.


 Red Tabs Preferences

You may choose to hide or display the Red Tabs Tool Bar.  You may also choose to automatically invoke the Retrieve Red Tab dialog box each time you enter the Red Tabs module.


   Prioritized Daily Task List

With the Prioritized Daily Task List you can list your tasks, prioritize them, and track or modify their status.  You may keep notes on each task.  These notes will move with their respective tasks and can be printed on your Daily Record of Events page, if you choose.  Your tasks can be printed in their prioritized order.  If you use the Franklin Day Planner, you can print right on to your Franklin Day Planner pages.  You may select different colors to represent different types of tasks, modify task categories, and even track the amount of time spent on tasks with Ascend's timers.  You may enter recurring tasks to remember recurring items and avoid manually entering tasks that occur on a regular basis.

If you prefer more detail, you may select Full View and track your time by categorizing your tasks and the amount of time you spend on each task.  You will see a summary of the amount of time spent on each priority (A, B, C, D) displayed on a graph.  If you desire a printed copy, you may print a Task Statistics Report that summarizes this information in report form.

See Also:

Add Notes

Entering Tasks

Full / Partial View

Print Tasks, Appointments, and Notes

Prioritize

Prioritized Daily Task List Functions

Rank Tasks

Recurring Tasks

Repeating Tasks

Task Colors

Task Codes

Timers


 Prioritized Daily Task List Functions

The icons at the top of the Prioritized Daily Task List window are known as the Task Tool Bar.  By clicking on an icon in the Task Tool Bar, you can perform a variety of functions, as outlined below:

 Prioritize Your Task List

 Group Action

 Recurring Tasks

 Repeat Tasks

 Insert a Task

 Delete a Task

 Copy a Task

 Move a Task

 Full View / Partial View

Other functions available in the Prioritized Daily Task List module include:

 Edit Task Categories

 Edit Task Colors

 Enter Notes with a Task

 Enter Tasks

 Find a Specific Task

 Forward with the Go to Date Calendar

 Print Monthly Index

 Print Task Statistics Report

 Print Your Task List

 Sort Tasks

 Special Days

 Timers


Add Notes
   Adding Notes

Ascend allows you to include a note with each task or appointment.  Enter or edit notes by clicking in the [image] column of the Prioritized Daily Task List or Appointment Schedule.  You will see a dialog box that contains the following items:

Include on Index Page	Check this box if you want the note to be included when you print your monthly index.

Print on Notes Page	Check this box if you want the note to be printed on your Daily Record of Events.

Index Entry	If you select to include the note on your monthly index, you may enter the index entry name.  This field will default to the name of the task or appointment.

Find Name	This push button is used to merge information from your Address and Phone Directory into your task notes.  When you press the button, you will be able to select a name from your Address and Phone Directory.

OK	Select the OK button when you are ready to save the note and exit.

Cancel	If you wish to exit the note's dialog box without saving your changes, push the Cancel button.

Delete	If you wish to delete a note from a task or appointment, press the Delete button.

In the notes you may also access Ascend's Enhanced Multiple Line Edit Control for better editing and formatting of text.

See also:

Enhanced Multiple Line Edit Control

Find Name


Full View / Partial View

Turning on Full View allows you to see and edit additional task information.  You may indicate to which category each task belongs, how long a task is expected to take, and how long it actually took.  A graph is provided that collectively compares the estimated time with the actual time.  The graph also indicates how much time is associated with each priority (A, B, C, D).

The Est column contains the amount of time that is estimated for completing each task.  This number represents a number of time blocks, or 15 minute periods.  Thus, an hour-long task will occupy four time blocks.

The Act column contains the amount of time that each task actually took to complete.  This number also represents 15 minute time blocks.

The Category column displays the category in which each task belongs.  When you click in this column, you invoke the Select Category dialog.  This contains a list of categories from which you may choose.  You may create a new category by typing a name that is not already in the list.  You may also create new categories by selecting Options from the menu, choosing Preferences, and indicating Task Categories.

The total estimated and actual times for all the day's tasks are respectively graphed.  Each priority is displayed in the priority's color.

See Also:

Editing Categories


Edit Task List

One advantage of using an automated planning system is the ability to easily and cleanly edit your Prioritized Daily Task List and keep the list sorted and prioritized.

 Insert Task	Allows you to enter tasks that you may remember after you have prioritized your list or to enter tasks that suddenly arise.  To insert a task, simply move the cursor to the task which you would like your new task to precede.  Then click on the [image] icon.  You can also select Insert Task from the Edit menu.  Ascend will insert a blank line for the new task and automatically re-number all following tasks to preserve their relative priorities and Ranks.

 Delete Task	To delete a task, simply place the cursor anywhere on the row of the task to be deleted.  Then click on the [image].  Or you can select Delete Task from the Edit menu.  Ascend will automatically re-number all following tasks to preserve their relative priorities and Ranks.

 Copy Task	To copy a task to another Page Date and still leave the task on the current Page Date, place the cursor anywhere on the row of the task to be copied.  Then click on the [image] icon.  Or you can select Copy from the Edit menu.  The Go to Date Calendar will appear allowing you to select either the date or the Master Task List category to which you want to copy the task.

 Move Task	To move a task to another Page Date and remove the task from the current Page Date, place the cursor anywhere on the row of the task to be moved.  Then click on the [image] icon.  You can also select Move from the Edit menu.  The Go to Date Calendar will appear allowing you to select the date or the Master Task List category to which you want to move the task.

An optional way to move a task is to drag it to the new location.  You may drag the task to another line in the Prioritized Daily Task List.  To make an appointment of the task, you can drag it onto the Appointment Schedule, if that window is open, or even onto the Appointment Schedule Graph in the Monthly / Weekly View, if you have the Monthly / Weekly View window open.


Prioritize Task List
   Prioritize

Ascend takes you through the prioritizing process step by step using the proven prioritizing methods taught by Franklin Quest Co.  If you are already familiar with how this method works, you will appreciate the easy approach Ascend uses to help you prioritize.  If you aren't, you will quickly catch on.  You begin the prioritization process by selecting Prioritize from the Options menu, or by clicking on the [image] icon.

The Unprioritized Tasks box will list all the current Page Date's tasks that have not been completed, deleted, forwarded, or prioritized.  The first step in the prioritizing process is to label each of your tasks as A, B, C, or D as described below:

A	Vital tasks.  These tasks you must complete today.  These are things that will cause you significant, adverse consequences if you do not complete them today.

B	Important tasks.  These tasks you should do today.  You will not suffer significant, adverse consequences if you do not complete these tasks today.

C	Some-value tasks.  You could complete them if you get time.  These are less important and not very urgent.

D	These are tasks you wish to do on your own time, usually in the evening, and will be printed at the bottom of your planner page.

You will notice the first task in the Unprioritized Tasks box is highlighted.  Decide whether it is an A, B, C, or D task and click the corresponding button to prioritize the task.  You may also highlight all the tasks you would like to move to a particular priority and then click the corresponding button to move all of them.

If you come to a task that should not be prioritized because it is already completed, or you want to forward it, etc., simply click on the appropriate button to show that the task has been completed, forwarded, deleted, etc.  The Complete and Copy button allows you to mark the task as completed and, at the same time, copy it to a new day.

The Quick Action feature allows you to forward or complete and copy tasks quickly.  By clicking on the Quick Action button, the selected items are forwarded or copied to the date highlighted on the Quick Action calendar.  This contrasts the other Forward and Complete and Copy buttons which invoke a dialog box in which you specify the date to which to forward the selected items.  This dialog is useful to see the tasks and appointments on the day to which you will forward or copy the items.

Sometimes you may forget what a task means.  You may use the View Notes button to view the notes, if any, for that task.  The tasks for which you wish to see the notes must be highlighted.  If no notes are associated with any highlighted task, you will hear a short beep.

Once you have prioritized your tasks as either A, B, C, or D tasks, you will need to rank the tasks within their respective categories to put each task in a numerical order. (A1, A2, A3, . . .)

When you are through prioritizing and ranking your tasks, press the OK button to return to your Prioritized Daily Task List.

See Also:

Rank Tasks


   Group Action

Group action may be used to quickly assign task codes to any tasks that have not been completed, deleted or forwarded.  To access group action, select Group Action from the Options menu or click on the [image] icon.

All tasks that do not already have a task code will appear in the upper box labeled Tasks that Need Actions.  Select the appropriate action for the highlighted task by pressing the necessary button (Completed, Forwarded, Deleted, etc.).

The seven smaller buttons for the next seven days of the week are a quick way to forward tasks within the coming week without having to use the [image] Go to Date Calendar.  These seven buttons display the next seven days and change depending on the Page Date.

Complete and Copy button is used to mark tasks as completed on the current Page Date but still copy them to another date, via the Go to Date Calendar.  This is convenient for ongoing tasks, or tasks you worked on today but did not complete.

If you want to see any notes you may have with tasks, highlight the tasks then press the View Notes button.  The notes for any tasks you have highlighted will be displayed one at a time.


   Recurring Tasks

A recurring task is a task that occurs at consistent intervals.  Ascend allows you to schedule recurring tasks either directly from the Prioritized Daily Task List or via the Values and Goals module.  To add a recurring task, select Recurring Tasks from the Options menu, or click on the [image] icon.

Adding a recurring task involves a dialog box with the following fields:

Task Description	Enter the description of the recurring task as you want it to appear on your Prioritized Daily Task List.

Default Priority	Enter the default priority for the task (A, B, C, or D), or leave blank for no default priority.

Notes	Include any notes you want to always appear with the task.

Est. Time Blocks	Enter the number of time blocks that you estimate the task will require.  This feature is only meaningful if you use the Full View in the Prioritized Daily Task List module.

Category	Enter the task category.  This feature is only meaningful if you use the Full View in the Prioritized Daily Task List module.

Starting Date	Enter the date on which you want this task to start appearing on your Prioritized Daily Task List.

Ending Date	Enter the date by which you want this task to stop appearing on your Prioritized Daily Task List.

Day	If you would like the recurring task to appear on a specific date in the month, enter the date here.  If you enter a number here, you may not use the Weekdays, Weeks, or Every fields.

Month	If you would like the recurring task to appear on a specific month, enter the month here.  If you enter a number here, you may not use the Weekdays, Weeks, or Every fields.

Weekdays	Check the weekdays on which you would like the task to appear on your Prioritized Daily Task List.  If you use this field, you may not use the Day, Month, or Every fields.

Weeks	Check the week of the month on which you want the task to appear on your Prioritized Daily Task List.  If you use this field, you may not use the Day, Month, or Every fields.

Every	Type a number here if you would like the task to appear on your Prioritized Daily Task List every so many days, weeks, or months.  Check the appropriate span.  If you use this field, you may not use the Day, Month, Weekdays, or Weeks fields.

Save

OK	Press this button to save the current recurring task.

Find	Press this button to find an existing recurring task.  A dialog box listing all your recurring tasks will appear.  You may highlight a particular recurring task and view it or delete it.

New	Enter a new recurring task.

Delete	Delete the current recurring task.

Exit

Cancel	Exit recurring tasks.

Performance	Check this box to display a calendar showing you how you have performed with the current recurring task.  A circle will appear on every day the task was scheduled.  A check mark will appear in the circle on every day you actually completed the task.  Displayed below the calendar are the number of times the task was assigned, the number of times it was accomplished, and the resulting percentage.


    Repeat Task

A Repeat Task is a task that needs to be scheduled at a regular interval from when it is completed.  Repeat Tasks are different from recurring tasks in that they are only re-scheduled after they are completed.  The re-schedule date is based on the completion date.  Example:  Get a Haircut may be a repeat task.

To schedule a repeat task, simply add the task to your Prioritized Daily Task List on the first date you wish to schedule the task.  After you have entered the task, select Repeat Task from the Task Options menu or click on the [image] icon.  A dialog box will appear asking you how many days to wait before re-scheduling this task once it has been completed.  You may then enter the correct number of days and select OK.

After you mark the task as completed, it will be copied the specified number of days ahead.


Sort Tasks

Occasionally you may move your tasks or priorities around and need to re-sort them by their prioritized order.  You may do this by selecting Sort Tasks from the Options menu.  If you are using a mouse and wish to sort the current day you may double click anywhere in the Page Date area of the Tool Bar at the top of Ascend's window.


   Special Days

You may designate recurring special days such as holidays, birthdays, anniversaries, etc., and nonrecurring special days such as vacations and business trips.  Once specified, these days will be designated with an icon on your [image] Go to Date Calendar and [image] Monthly / Weekly Views window, and with an icon and description in the Special Days drop-down box on Ascend's Tool Bar.

One purpose for designating Special Days is to alert you to special occasions so you may schedule appropriate appointments and tasks on these days.  (Example: you probably would not schedule a meeting on Christmas Day or when you are unavailable due to a trip or vacation.)

Although one special day will print above your appointment schedule on a given day, Special days do not print on your task list.  A recurring task can be used to associate a task with a special day.  (Example: a recurring task several days before a birthday: Buy Birthday present for . . . , could remind you of the action to be taken for that special day.)

Description	Enter the description of the special day.  (Example Christmas, John's Birthday,etc.)

Starting Date

Ending Dates	Enter the starting and ending dates for the special day.

Category	Select the appropriate category for the special day.  Valid categories include:

The closed sign means holiday.

The palm tree indicates a vacation.

The cake denotes a birthday.

The ring symbolizes an anniversary.

The brief case implies a business trip.

The exclamation point is for miscellaneous special days.

Day	Enter the day of the month of the special day.  (Example: Christmas would be 25.)

Month	Enter the month number of the special day.  (Example, Christmas would be 12.)

Every	If you want the Special Day to occur every so many days, weeks, or months, indicate that here.

Week Days	Check the weekdays you want this special day to affect.  (If you specified a day other than zero above, these boxes will be disabled since Ascend will calculate the day or days.)

Week Number	Check the week numbers you want this special day to affect  (If you specified a day, other than zero, above you cannot check these boxes since Ascend will calculate the week number.)

OK	Save changes to the Special Day on which you are working.

New	Press the New button when you want to lose changes you have made to the current Special Day and enter a new Special Day.

Delete	Delete the current Special Day.

Find	This displays a list of all your Special Days.  To select a Special Day from the list, press the OK button or double click on the desired item.  If you wish to delete one of the displayed Special Days, highlight that Special Day then press the Delete button.


Task Colors

Select this option to assign different colors to different types of tasks.  This enables you to recognize immediately whether a task is a normal task, a recurring task, or a repeat task.  If you have a color printer you may even print tasks in distinct colors.  If you choose not to use this option you may choose the same color for all tasks.


   Timers

Ascend has five timers that you may use to better track and control your time.  Each timer is independent of the others and can either count up (elapsed time) or count down (if you specify an amount of time to count down.)  Ascend will notify you when a countdown timer has elapsed, as long as you are in a Windows application.

To access the timers, select Timers from the Options menu, or click on the [image] icon.  A dialog box will appear displaying the status of all five timers. Only one timer can be affected at a time.  To select a timer, check its radio button.  Without a mouse you may use the [TAB] and cursor keys, or press [ALT] and the number of the timer you wish to affect.  (Example: [ALT]+[3].)

If you wish the timer to count down, you must enter a value in either the hours column, hh, or the minutes column, mm, under Countdown.  If no values are entered in the hh or mm columns, the timer will automatically count up.

The buttons at the bottom of the dialog box apply only to the active timer, the one whose radio button is checked, and will have the following effect:

OK	Leaves the timers dialog box.

Cancel	Leaves the timers dialog box.

Help	Activates Ascend's Help on Timers.

Clear	Clears or resets the current timer.

Start	Starts the current timer.

Stop	Stops the current timer.

Pause/Resume	Pauses the current timer if it is running or resumes the current timer if it is already paused.

Once a timer is started it will display information in the following columns:

Started/Re-Started	This will show the time the timer was started; or, if it has been paused, the time it was restarted.

Status	This shows the current status of the timer.  (Running, Paused, Stopped . . .)

Elapsed/Remaining	Shows the elapsed hours, minutes, and seconds on a regular timer.  On a countdown timer it shows the hours, minutes, and seconds remaining before it expires.

Blocks	This translates the preceding column into time blocks for easier use in Ascend.


   Go to Date Calendar

You may forward tasks using the Go to Date Calendar.  This is the same calendar used when you select Date in the Goto menu.  It can also be accessed with the [F4] key or by clicking on the [image] icon.

A small icon might appear next to some of the dates ( [image] cake, [image] closed sign, [image] briefcase, [image] palm tree, etc.) representing a [image] Special Day.  These icons help you avoid forwarding tasks to days when you may not be available.

You may select the date to which you want to forward the task by double clicking on the desired date or by typing in the desired date.

Sometimes it is useful to know what tasks, appointments, and/or special day items are on a particular day before forwarding a task to that day.  To view a date's tasks, appointments, and special day items, click the mouse on the desired date one time.  The date will be marked with a highlighted box.  You may now check the View Detail box, and any tasks, appointments, and/or special day items will be displayed in the scroll boxes at the right of the calendar.

Using the calendar, you also have the option of forwarding tasks to your Master Task List instead of a date.  To do this, click your mouse on the down arrow to the right of the Master Task List category box.  Your five Master Task List categories will be displayed.  Select the category to which you want to move the task, then select the OK button and the task will be moved to the specified category in your Master Task List.

See Also:

Special Days


View Statistics

To view the statistics of a particular task, move your cursor to one of your tasks, pull down the View menu and select Statistics.

This option displays a small dialog box containing miscellaneous statistics about the task  (date first entered, forwarded from, days since, . . .).  This is especially useful for finding "lost" tasks you may have forwarded.


Entering Tasks

To enter a task, simply move to the first empty line under the Prioritized Daily Task List column and type in the task.  To move between columns you may either use your mouse to click in the desired column and row or you may use the [TAB] key to move between columns and your up and down arrow keys to move between rows.  (The [ENTER] key will move you down a row in the same column.)

Each of the columns are explained below:

This is the Task Code column.  This column specifies the particular code to assign each task.  Valid task codes are:

A blank code means nothing has happened with the task.

The check mark indicates that the task has been completed.

The right arrow signifies that the task has been forwarded to another day.  You may see the day to which the task was forwarded by using the View Statistics function.

The X means the task has been deleted.

This code symbolizes that the task has been delegated to another person.

The dot indicates that the task is in process but has not yet been completed.

This code symbolizes that the task that was delegated has now been completed.

This code symbolizes that the task that was in process has now been completed.

There are three ways to select the appropriate task code for a task:

1.	Click in the [image] task code column.  This will bring up the Select Task Code dialog box, allowing you to choose from the available task codes.

2.	Use the right mouse button and click in the [image] column.  Each click will display the next task code.  Stop clicking when you reach the code you desire.

3.	Use the [image] Group Action feature.

abc	This is the prioritization column.  When you prioritize your tasks with the Prioritize Tasks menu option or by clicking on the [image] icon, this information will be inserted automatically for you.  You may, however, provide this information directly if you desire.

Prioritized Daily Task List	This column is where you enter the name, or description, of your task.

This is the Notes Column.  This column indicates if you have entered a note for the task.  If the box contains the [image] icon, you have entered a note.  If it is blank, there are no notes for the task.  To enter or edit the notes for a task, click in this column to activate the Task Notes dialog box.

Columns for Full View Only

Est	Estimate.  This column contains the number of time blocks that it is estimated that the task should take.

Act	Actual.  This column contains the number of time blocks that the task actually took to complete.

Category	This column allows you to specify the category to which you would like to assign the task.  The default task category is "None".  To access the different categories, either click in this column or press the space bar when you are in this column.  This will activate the Task Categories dialog box.

See Also:

Adding Notes

Full View

Group Action

View Statistics


Rank Tasks

After you have prioritized your tasks into the four priorities (A,B,C, or D), you need to rank your tasks.  Ranking is the process of determining the precedence of tasks within a priority.  For example, which of your A tasks should be A1, A2, A3 . . .

When you see this dialog box, you will see all of your A,B,C or D tasks in the Unranked Tasks list box.  Select the task you want to be first and then press the Rank 1 button.  This will move the task over to the other side of the dialog box and allow you to select the next task.  The Rank 1 button will now change from Rank 1 to Rank 2.  Continue ranking all of your tasks.  Once you have ranked all of your tasks, select the Done button.

You may also select the next task to be ranked by double clicking on the task.


Task Codes

Select the task code you desire to assign to the task in one of the following three ways:

1.	Click in the task code column.  This will bring up the Select Task Code dialog box allowing you to choose from the available codes.

2.	Use the right mouse button and click in the column.  Each click will display the next task code.  Stop clicking when you reach the code you desire.

3.	Use the [image] Group Action feature.

Below is a brief description of valid task codes:

A blank code means that nothing has happened with the task.

The check mark indicates that the task has been completed.

The right arrow means that the task has been forwarded to another day using the Go to Date Calendar.  You may see the day to which the task was forwarded by selecting View then Statistics.

The X mark means that the task has been deleted.

This code indicates that the task has been delegated to another person.

The dot indicates that the task is in process but has not been completed yet.

This code means that the task that was delegated has now been completed.

This code means the task that was in process has now been completed.


 Task Preferences

Show Prioritized Daily Task List Tool Bar

Selecting this option will display a small tool bar at the top of the Prioritized Daily Task List window.  These icons allow mouse users quick access to functions commonly used in the Prioritized Daily Task List module.  The tool bar can also be toggled on and off by double clicking in the colored area of the Prioritized Daily Task List window or in the area just below the title bar of the Prioritized Daily Task List window.

Default Print Task Notes on Notes Page

Ascend allows notes for each task which can be printed on your Daily Record of Events page.  Each note can be included or excluded from the Daily Record of Events.  This item is your default.  You should check this item if you usually include task notes on your Daily Record of Events page.

Default Include Notes in Monthly Index

This option is similar to the Default Print Task Notes on Notes Page discussed above, but deals with including appointment and task notes on your monthly index.

Capitalize Task

Select this option if you like your tasks and appointments to be in upper case letters.

Times to Forward A, B, and C Task Priorities

When Ascend "forwards" a task, it can also forward that task's priority (A,B,or C.)  Ascend keeps track of how may times a task has been forwarded, and this field allows you to tell Ascend to only forward a task's priority X number of times.

# Times to Forward D Task Priorities

This option is the same as # of Times to Forward A, B, and C Task Priorities, but this option works only on your "D" tasks, which are usually tasks you need to perform at home or in the evening.

# Times Forwarded Before Master Task List Prompt

Ascend will prompt you to move a task to the Master Task List after you have forwarded the task X number of times.


   Ascend Tools and Utilities Program

The Ascend Tools and Utilities program is a module that runs outside of Ascend.  In fact, it is run from Windows and will not run unless Ascend is closed.  The Tools and Utilities program is important because it allows you to:

*  Back-up your Ascend data files.

*  Restore backups to your hard drive.

*  Purge old data.

*  Operate Ascend on more than one machine.  (Transferring only your data.)

*  Reindex your Ascend files.

The following menu selections are available in the Tools and Utilities module:

Backup	This menu option allows you to back up the Ascend data files.  You specify a disk drive and directory in which to place the backup file.  If your data will not fit on one floppy diskette, Ascend will ask for additional diskettes.  If Ascend finds an older backup file in the directory you specify, it will overwrite the old file.

Restore	This option allows you to restore the data from the backup file to your Ascend directory on your hard drive.  This is useful for transferring data between machines.  You simply run the Backup routine when you leave one machine and do a Restore when you arrive at the other machine.

Important!  Perform the restore prior to doing any work in Ascend since any existing data files in the Ascend subdirectory will be overwritten by the files in the BACKUP file.

Purge	This option allows you to erase old data to conserve space and allow Ascend to run faster.  You may specify whether you want to Archive the old data or just throw it away.  You may specify to purge data from a range of dates.  You may also specify which sections to throw away (Prioritized Daily Task List, Appointment Schedule, etc.).

Fix Header	This option will reconstruct critical data that may have been corrupted in the data files.  Do not run this routine unless specifically instructed to do so by an Ascend Support Technician.

Reindex File	This option is used to "clean up" any potential problems your data files may have received due to power failures, poor backups, etc.  If you receive a message stating that "An Error has Occurred," Ascend will list the file in which the error occurred.  Reindexing that file will fix most problems you might encounter in Ascend.  If the problem persists or you need additional help, please contact Ascend's Technical Support department.

See Also:

Who Can You Call for Help

Ascend Demo Data


   Ascend Demo Data

The Ascend Tools and Utilities program allows you to insert demo data into Ascend.  This data corresponds to the printed Tutorial.  The following options are available for demo data:

Turn Demo Data On	Turning the demo data on will first backup your existing data and then replace it with the demo data.

Reset Demo Data	Resetting the demo data first removes the existing demo data (and any changes you might have made to it), and reinstalls it.

Remove Demo Data	Removing the demo data will restore the data that was in Ascend before you turned on the demo data.  Any changes you made while the demo data was on will be lost.

See Also:

Who Can You Call for Help

Ascend Tools and Utilities Program


   Turbo File and Favorite Quotes

The Turbo File module and the Favorite Quotes module are somewhat similar.  Both allow you to tuck away quotes, thoughts, and ideas for easy retrieval later.  The Turbo File module allows you to specify more information relating to the source and type of information than the Favorite Quotes module.  Both are described below.

The Favorite Quotes module of Ascend allows you to store and retrieve your favorite quotes, thoughts, and ideas.  Ascend comes with a few sample quotes.  If you like, Ascend will display one of these quotes each time you start the program.  Simply choose Global Preferences from the Options menu and check the Display Quote of the Day box.

If you have ever thought:  "I wish I could remember where I read that," or "If only I had saved that letter, . . ." or "I wish I had kept that information; I knew I would need it someday," then Turbo File can help.  Turbo File is a new concept introduced by Ascend that allows you to quickly find things:  a magazine article you read and find interesting, a statement you hear and want to remember, a report your boss gives you, a piece of mail you might someday want to find, etc.  Simply think of Ascend's Turbo File as a sophisticated in/out box where you can locate items in seconds.

The Favorite Quotes and Turbo File windows appear basically the same.  They look like a dialog box and function essentially the same way.  The fields are described below.  Some of the fields are only found in the Turbo File module.

Description

Quote By	Enter the description of the item you are filing.  For Quotes, enter the source or author.  Later, when you search for old entries, you may indicate the description you wish to find, so use a unique description if possible.

Key Words	Enter up to five Key Words that relate to the Turbo File or Quote.  You may use these Key Words later to quickly locate this entry.

Category	You may either select from an existing category by clicking on the down arrow next to the Category box, or you may enter a new category by typing it in the box.

Location	Enter the location where you will be able to find this article in the future.  You may enter a magazine issue, a location in your office, a filing cabinet number, a folder number, etc.

Type	The Type field is similar to the Category field.  It allows you to be more specific in identifying the entry.  Select a Type from the list, or type a new one.

Date Entered	This field defaults to the System Date and you may leave it alone, or you may enter the date you want to be associated with the entry.

Quote

Notes	This is the information to be stored.  Type the quote, idea, story, etc.

OK	After you have entered all the necessary information, select the OK button and Ascend will save the record and clear the screen for a new entry.

Cancel	Leave the module without saving the current entry.

New	Start a new item without saving the current item.

Delete	Delete the currently displayed entry.

Find	Quickly find old entries.

See also:

 Finding Turbo Files and Favorite Quotes

 Printing Turbo Files and Favorite Quotes


Edit Categories

This option is used to change the name of an existing category in one of the following areas of Ascend:

*  Task Categories

*  Telephone Categories

*  Red Tab Categories

*  Turbo File Categories

*  Turbo File Types

*  Favorite Quote Categories

To change a category title, choose the appropriate Categories selection from the Options menu in that module.  In some modules, the Categories options are listed under Preferences in the Options menu.

Choosing this option invokes a dialog box that contains a list of all the available categories.  Choose one by clicking on the one you want or by using the arrow keys.  Then click in the Edit Category box or hit [TAB] to move the insertion point there.  Type the new name of the category.  Hit [ENTER] or click on the OK button.


Finding Turbo File and Favorite Quote Entries
Finding Turbo Files and Favorite Quotes

To find an existing Turbo File or Favorite Quote, you have several options:

1.	You may type in the first few letters of the Description then select the Search push button.

2.	You may type in one or more of the Key Words then select the Search push button.

3.	You may do a combination of the above two items.

If you want Ascend to display all the entries, simply select the Search button without entering anything in the Description or Key Words boxes.

When searching for an entry by Key Words, you may have Ascend retrieve the entry if any of the Key Words specified are found in the entry, or retrieve it only if all the Key Words specified are found.

When you have found the entry for which you were looking, you may either highlight the item and select OK or double click on the item to view and/or edit it.


   Values and Goals

The real power of Ascend is seen in the Values and Goals module.  This module allows you to enter your Personal Productivity Pyramid, also known as your Personal Constitution, into your computer.  Ascend outlines your Governing Values, Long-Range Goals, and Intermediate Goals in a logical pyramid which can then be printed for you.  Ascend allows you to evaluate yourself in each area of your Personal Constitution with a rating scale of 0 to 10, and then automatically introduces specified items from your Intermediate Goals into your Prioritized Daily Task List.

The real power is in automatically including goals that need your attention onto your Prioritized Daily Task List.  You may even view a progress report on how well you are doing.  Because of the structured system employed by Ascend, creating your Personal Productivity Pyramid is easy and fun.  And, if you need to edit it later, you can do so with ease.

See Also:

 Adding Values and Goals

 Edit Evaluation

 Print

 Personal Productivity Pyramid

 Values and Goals Functions


Personal Productivity Pyramid

The Personal Productivity Pyramid, or Personal Constitution, is a four-part goal-setting process invented by Franklin Quest Co.  There are four parts, or levels, to the Personal Productivity Pyramid:

1.  Governing Values

2.  Long Range Goals

3.  Intermediate Goals

4.  Daily Tasks

Ascend allows you to enter these goals and values at all four levels.  Each successive level is based on the previous level in a pyramid.  For example, someone could have 10 Governing Values, 50 Long-Range Goals (an average of 5 per value), and 250 Intermediate Goals (an average of 5 per Long-Range Goal).  You can tell Ascend how many levels to display by clicking on one of the four pyramid icons located at the top of the window.

To enter new items, select Insert from the Edit menu, or press [INS].  You will be asked to specify what type of item you want to add (Value, Long-Range Goal, Intermediate Goal, Daily Task).  You may not enter a Daily Task if you have only selected a Governing Value or a Long-Range Goal because Ascend will not be able to maintain the pyramid.  Similarly, you may not enter an Intermediate Goal if you have only selected a Governing Value.

If you choose to add a Daily Task, you will be given a dialog box similar to that of Recurring Tasks.  Your new Daily Task will be included in your Prioritized Daily Task List as a Recurring Task.

See Also:

Adding Values and Goals

Recurring Tasks

Showing More Goal Depth


 Values and Goals Functions

The icons at the top of the Values and Goals window are known as the Values and Goals Tool Bar.  By clicking on an icon in the Values and Goals Tool Bar, you can perform a variety of functions, as outlined below.

 Adding Values and Goals

 Deleting Values and Goals

 Showing More Goal Depth

 Reassigning Goals

 Display / Hide Goals Evaluation


  Adding Values and Goals

When you choose to add a Value or a Goal, a dialog box appears so you can enter the relevant information.  When you add a Daily Task, a dialog similar to that of Recurring Tasks appears.  For Values and Long-Range and Intermediate Goals, the dialog box has the following items:

Description	The title of the Value or Goal.

Priority	Relative urgency.

Grade	Evaluate yourself from 0 to 10 for each Intermediate Goal.  This value is calculated for you for Long-Range Goals and Governing Values, based on the average grade of the Intermediate Goals.

Start

End	These dates are for your use only.  They may represent a period of time in which you will concentrate on this Value or Goal, or they may represent a deadline, etc.

Clarifying Statement	Explanation and detail of Value or Goal.

OK	Accept the changes.

Cancel	Ignore the changes.

See Also:

Recurring Tasks

Edit Evaluation


  Deleting Values and Goals

To delete a Value or a Goal, first click on the Value or Goal to highlight it.  Then select Delete from the Edit menu,  or press [DEL].  Deleting an item will also delete all of its sub-items.  For example, if you delete a Long-Range Goal, its Intermediate Goals and their Daily Tasks will also be deleted.


Showing More Goal Depth

At the top of the Values and Goals window you will find four pyramid icons.  Click on them to indicate the depth you wish to view or print, as follows:

View only Governing Values.

View Governing Values and Long-Range Goals.

View Governing Values, Long-Range Goals, and Intermediate Goals.

View Governing Values, Long-Range Goals, Intermediate Goals, and Daily Tasks.

Choosing Focus on a Value from the View menu allows you to see the Long-Range and Intermediate Goals and Daily Tasks for only one Value while the other Values hide the Goals and Daily Tasks.


  Reassigning Goals

Sometimes you may want to move a Long-Range Goal from one Value to another, or an Intermediate Goal to another Long-Range Goal, etc.  To do this, click on the Goal or Daily Task to highlight it, and select Re-Assign from the Edit menu, or click on the [image] icon.  You will then need to specify to which Value or Goal you want to reassign the Goal or Daily Task by choosing one from a list.


  Edit Evaluation

Ascend allows you to evaluate yourself by rating each of your Intermediate Goals on a scale of 0 to 10.  Ascend uses your Intermediate Goal ratings to calculate a rating for each of your Long-Range Goals.  Ascend then uses the calculated rating from your Long-Range Goals to calculate a rating for each of your Values, and then Ascend calculates one overall rating for your entire life based on the ratings of your Values.  These ratings will be displayed at the top of the Values and Goals window, if you select Display Evaluation from the Options menu, or if you click on the [image] icon.

This approach is generally accurate because how well you are doing in your life is a factor of how well you are doing in each of your Governing Values; how well you are doing in each of your Values is based on how well you are doing with your Long-Range Goals; and they are in turn based on how well you are doing with your Intermediate Goals.

To change the grade for an Intermediate Goal, double click on the goal.  Make the desired change in the Grade box and push the OK button.


Values and Goals Preferences

You may choose whether or not to display the Values and Goals Toolbar, also known as the Personal Constitution Tool Bar.

See also:

Values and Goals Function


  Printing Values and Goals

Select Print from the File menu to print your Values and Goals.  You will then have to specify the depth which you want to print.  The dialog box has the following items:

Print All Values	Prints all of the Governing Values.  Ascend will also print deeper levels if you chose to view them by clicking on the appropriate pyramid icons in the Values and Goals window.

Print All Long-Range Goals

Prints all Long-Range Goals.  Ascend will also print deeper levels if you chose to view them by clicking on the appropriate pyramid icons in the Values and Goals window.

Print All Intermediate Goals

Prints all Intermediate Goals.  Ascend will also print deeper levels if you chose to view them by clicking on the appropriate pyramid icons in the Values and Goals window.

Print All Daily Tasks	Prints all Daily Tasks.

Print Selected Item	Prints just the selected item and its deeper levels, if you chose to view them by clicking on the appropriate pyramid icons in the Values and Goals window..

Print Clarifying Statements

Prints the clarifying statements for each Value and Goal.

Pause Between Pages	Pauses between pages so you can manually insert forms into the printer.

Printer Setup	Choose the correct forms.

OK	Begin printing.

Cancel	Cancel.

See Also:

Showing More Goal Depth