╒══════════════╕
│     ToDo     │
╘══════════════╛

ToDo is a Task oriented Personal Time Management Tool.  

ToDo is also system for recording hours worked on a daily basis. It
also lets you track tasks as a Project Management program would. It
can also remind you of upcoming dates each time you reboot your 
computer and will remember important names, addresses, phone numbers
and other personal information for you.  You can also keep a diary in
ToDo.  It will even dial your phone numbers for you, and keep a log of
calls.

ToDo has been designed specifically for Consultants (of any type),
Programmers or anybody that has a need to record hours worked on
one or more projects.

It's quite simple to use.  This document only describes the general 
concept of the program.  Specific operating instructions are 
available in the program through the use of Help Screens obtained at 
any time by pressing function key <F1>.

To get the most out of ToDo, experiment with ALL of its options.  To
learn about ToDo's features, use the "ToDo Road Map", accessible by
pressing <Ctrl><F1> from the ToDo Main Menu.

═════════════════════════════════════════════════════════════════════
╒════════════════════╕
│   What is ToDo?    │
╘════════════════════╛
ToDo has 3 modes of operation:

   PROGRAM    In 'PROGRAM' mode, ToDo has facilities for 
              entering:

                  * Task Information
                  * Daily Hours Worked (by Task)
                  * Expense Information
                  * Diary Information
                  * Special Dates
                  * Important Numbers (password protected)
                  * Client Information (or Project Names)
                  * Names, Addresses and Phone Numbers

              It will supply you with many reports (screen or 
              printer) of the information you entered today, 
              a month ago or even years ago.  It has lots of
              other options as well.

   BATCH      ToDo has two BATCH modes:

              * ToDo will remind you of tasks that are due,
                upcoming 'special' dates (i.e., Meetings,
                Birthdays, etc.) and daily hours that you
                forgot to enter.

              * You can get BATCH HELP by entering:
                      
                      TODO /HELP

                from the DOS Command Line.

   DIALING    ToDo will Dial phone numbers from your Names,
              Address and Phone list from the DOS command
              line.  

   (See the section below entitled "Invoking ToDo" for Command 
    Line Options)

═════════════════════════════════════════════════════════════════════

╒══════════════════╕
│   Quick Setup    │
╘══════════════════╛

Add the following to your AUTOEXEC.BAT (ToDo probably did the first
line for you!):

    Prototype                         Example
    ────────────────────────────      ───────────────────────────────
    SET ToDo=[d:][path]               SET ToDo=C:\ToDo
    ToDo [cmd line opt's-see below]   C:\ToDo\ToDo /CHECK /S /T /H


Add the following to your CONFIG.SYS (You MUST be running DOS 3.3 or 
higher!):

    FILES=31

(ToDo Requires a minimum of 30 files, but DOS prefers an odd number!)


The default date format is mm/dd/yy, however, if you prefer the
British format of dd/mm/yy, you can choose the "CONFIGURATION" option
from the UTILITY MENU.  On this screen you can change the ToDoDate
default from mm/dd/yy to the British format: dd/mm/yy.

═════════════════════════════════════════════════════════════════════

╒═══════════════════╕
│   You Supply...   │
╘═══════════════════╛

As stated above, you supply the following types of information to ToDo:

     Client Info  You must FIRST enter at least one Client.  This is
                  accomplished through the "Client Maintenance" option 
                  on the Main Menu.  You can enter a Client Name and
                  Billing Rate (Dollars per Hour).  If you don't have
                  a need to enter Client Names, you can also use this
                  to enter Project Names.

                  NOTE:  The first 3 characters of the Client Name is 
                  used as a "key", therefore, ToDo won't let you duplicate
                  these first 3 letters.
                  
                  Once Client(s) are entered, Tasks can be entered.  


    Task Info     You can enter one or more Tasks with the following 
                  information:

                  * Task Name                             (required)
                  * Estimated Hours to Complete the Task  (optional)
                  * Estimated Completion Date             (optional)
                  * Priority                              (required)
                  * Client                                (required)
                  * Short Name                            (required)
                  * A Link to another Task                (optional)

                  and when a task is complete, you can also indicate 
                  that to ToDo.

                  Todo will produce a ToDo report (with several 
                  options) to help organize your day, as well as 
                  several other useful reports.

                  You can also enter Notes about a task that will 
                  appear on your ToDo List.

                  You can indicate to ToDo that a task won't start
                  until another is completed.  In other words, one is
                  dependent on the other.  The effect of creating
                  a dependency is that the Time Line Chart (Report
                  Menu) and the Average Hours Report (Task
                  Maintenance) will reflect a different start date.


    Daily Hours Worked -
                  The heart of ToDo is the daily input of 
                  hours worked.  Each day, you enter the 
                  hours you worked on each task.  ToDo keeps 
                  track of how many hours you've worked on 
                  each task, and will produce reports and 
                  statistics by task and/or time period.


    Expense Info  At the same time you're entering hours worked, you 
                  can enter one or more expenses for each day.  ToDo 
                  will track these and produce an Expense Report 
                  whenever desired.  Additionally, expenses can be 
                  included on many other reports if desired.


    Diary Info    At the same time you're entering hours worked, you 
                  can enter diary information for each day. 


    Special Dates You can enter Special Dates, such as Birthdays, 
                  Anniversaries, Meetings, Travel Dates, etc.  ToDo 
                  will accept both recurring (i.e., Birthdays, etc.) 
                  and nonrecurring (i.e., Meetings, etc.) dates.  You 
                  tell ToDo how much in advance you want to be 
                  reminded, and ToDo can be placed in your 
                  AUTOEXEC.BAT file to remind you when necessary.

                  You can also LINK a Special Date to a Task.  By
                  this, the Special Date will be listed with any
                  notes that you have on the ToDo List.


    Names, Addresses and Phone Numbers
                  This information is independent of the other items
                  listed above and may or may not be entered.  If you
                  wish, names, address information and phone numbers
                  may be entered for your friends, business
                  acquaintances, etc.  ToDo will print both reports and
                  labels from this information.


    Holidays      If you tell ToDo about upcoming holidays, ToDo will
                  ignore these days if you want in its date calculations.
                  There are two types of Holidays that you can enter:

                      1 Holidays you have off
                      2 Holidays you have to work

                  ToDo will also display these days as holidays when
                  you print a calendar.

ToDo produces many reports with many options.  You can use some or 
all of its options.  One of ToDo's features is that ALL date reporting
is based on a 5 day business work week.  When ToDo calculates the number
of days between 2 dates, it doesn't count weekends.

═════════════════════════════════════════════════════════════════════
╒════════════════════╕
│   INVOKING ToDo    │
╘════════════════════╛

ToDo Command Line Options are:

      /HELP - Help Screen for Command Line Options

      /MONO - Force Monochrome

      /CLOCK- Display the digital clock without running ToDo

      /D    - Enter ToDo Date (w/o Changing System Date)

      /CHECK- Check with at least 1 of the following options:
          /S   - Check for upcoming Special Dates
          /T   - Check for Tasks Due Today
          /Hnn - Check for Hours not entered (for nn days)

      /DIAL - Dial a phone number from the ToDo Phone Data Base,
              followed by the Name to dial, which can be enclosed
              in Quotes.  You will be given the choice of each of
              the 2 phone numbers that you can enter from within
              ToDo. 

              For Example:
                 ToDo /dial "John Doe Sr"   John Doe
                 ToDo /dial John            Any name starting w/John
                 ToDo /dial John Doe        John Doe
      
      /R   - If something happens to corrupt ToDo's index files,
             you may not be able to get back into ToDo without an
             error.  If this happens, you can use this option
             on the DOS command line to force ToDo to
             re-index its files before doing anything else.

             NOTE:  This option MUST be the ONLY option on the
                    command line for this to function.
                    

    for example:
                               ToDo
      Command Line             Mode     Description
      ───────────────────────  ───────  ─────────────────────────────────────
      ToDo                     PROGRAM  Start ToDo with no options
      ToDo /MONO               PROGRAM  Force monochrome
      ToDo /MONO /D            PROGRAM  Force Monochrome and a New Date
      ToDo /CLOCK              PROGRAM  Display Digital Clock     
      ToDo /R                  PROGRAM  Force a Re-Index

      ToDo /CHECK /T /S        BATCH    Check for due tasks/special dates
      ToDo /CHECK /S /H20      BATCH    Check for due special dates and Hours
                                            not entered for the past 20 days.

      ToDo /dial John Doe      DIALING  Search for "John Doe" to dial
      ToDo /dial John          DIALING  Search for "John" to dial
      ToDo /dial "John Doe Sr" DIALING  Search for "John Doe Sr" to dial

═════════════════════════════════════════════════════════════════════
╒═══════════════════╕
│   Main Menu ...   │
╘═══════════════════╛

    The Main Menu offers several choices:

                    ▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒
                    ▒▒╒══════════════════════════════╕
                    ▒▒│Daily:                        │
                    ▒▒│    Enter Hours/Expenses/Diary│
                    ▒▒│    What's Due Today          │
                    ▒▒│                              │
                    ▒▒│Maintenance:                  │
                    ▒▒│    Tasks                     │
                    ▒▒│    Special Dates             │
                    ▒▒│    Clients                   │
                    ▒▒│    Names/Address/Phone       │
                    ▒▒│    Holidays                  │
                    ▒▒│    Important Numbers         │
                    ▒▒│                              │
                    ▒▒│Other Menus:                  │
                    ▒▒│    Reports                   │
                    ▒▒│    Utilities                 │
                      ╘══════════════════════════════╛
                                                  
   Enter Hours/Expenses/Diary
                  - This option allows you to enter hours
                    worked by DAY by TASK.  You select the
                    day, and then enter hours worked for each
                    task.  New Tasks can be entered, and existing
                    Tasks can be deleted though this option.  You
                    may also enter individual expenses incurred
                    on that day, as well as diary entries.
 
   Task Maintenance
                  - This option allows you to modify tasks,
                    Estimated Hours, Estimated Completion date,
                    Priority or Actual Completion Date.  You
                    also have the following options:
                      * See Tasks due today
                      * See a Briefing of a tasks statistics
                      * Print a Report of all tasks
                      * Add Notes to tasks
                      * etc., etc.

   Special Dates  - Special Dates are dates that you would like
                    ToDo to remind you of.  They can be Birth-
                    days, meetings - or anything.  This option
                    allows you to enter these dates along with
                    other information so ToDo can remind you.

   Client Maintenance
                  - This option allows you to add/modify and delete
                    Clients.  Each task must be assigned to one client.
                    The clients you enter with this option will be
                    displayed each time you enter a new task.

                    You can also enter an Hourly Billing rate which 
                    will be used on the "Billing Report".


   Names/Address/Phone
                  - You can add Name, address and phone information
                    for friends, business acquaintances, etc.  ToDo
                    will print a report or mailing labels for you, or
                    it can Dial phone numbers from the list or from
                    the DOS command line.


   Holidays       - You can enter whatever holidays you wish into
                    the Holiday Maintenance Screen.  There are 2
                    types of Holidays:

                      1 Holidays you have off
                      2 Holidays you have to work

                    If you indicate that a holiday is a day you DON'T
                    work, ToDo will ignore this day in all of its
                    date calculations, including the Date Calculator.
                    All of the Holidays will appear on the
                    printed Calendar if you wish.


   Important Numbers
                  - You can record 'important numbers' in ToDo.  This
                    can be used for credit card numbers, insurance
                    policy numbers, etc.  Because of the confidential
                    nature of these numbers, ToDo encrypts them on disk,
                    so that if somebody looks at your files, they won't
                    be able to read any of the numbers.

                    When you choose it for the first time you will be
                    asked for a password.  Don't forget your password!
                    If you do, you will loose all of the information
                    previously entered in 'Important Numbers'!


   Report Menu    - The following Reports can be printed/dis-
                    played from this option:
                      * ToDo List
                      * Hours by Day
                      * Hours by Task
                      * Hours by Week
                      * Completed & Active Tasks (w/statistics)
                      * Time Line Chart
                      * Expense Report
                      * Billing Report
                      * Print a Calendar
 
   Utility Menu   - The Utility Menu has options to move tasks
                    from a 'Current' status to an 'Archive'
                    status and back again.  It also has options
                    to select a printer for output, to Change
                    the date, Restore from a Backup, etc.
                    Additional options allow you to PERMANENTLY
                    delete Tasks and Expenses.  You can also
                    TRANSFER hours from one task to another from
                    here, etc., etc.
     
 ═════════════════════════════════════════════════════════════════════

╒═════════════════════════╕
│ Generic Function Keys   │
╘═════════════════════════╛

   Function Keys Available ANYTIME:
      <F1>               Context Sensitive Help
      <Alt>  <F1>        Generic System Help
      <Ctrl> <F1>        List of ToDo Functions
      <F10>              Calendar
      <Alt>  <F10>       Clock
      <Shift><F10>       Calculator (Math & Date)
      <Ctrl> <F10>       If you're using an EGA or VGA monitor to change
                             colors (there are 2 color options).

   Other Function Keys (when available):

      <F5>               Print a Report
      <Ctrl><F5>         Print Mailing Labels
      <F3>               Search
      <Alt> N            Search Again (Next)

   Plus other Function keys are available on specific screens. 
   Check the bottom screen line for specific keys available on each
   screen.


 ═════════════════════════════════════════════════════════════════════
╒═════════════════════════╕
│   The ToDo ARCHIVES     │
╘═════════════════════════╛

Tasks in ToDo have three general status categories:

    *  Current
    *  Archived
    *  Purged


    Current    The Current status is the normal status.  You can 
               enter hours worked for a Current Task and Hours and 
               Date estimates can be changed for Current tasks.  
               You can indicate that a Current task has been 
               completed, etc.

    Archived   When a task has been completed, and you no longer 
               want to see the task when performing task 
               maintenance or entering hours worked, the task can 
               be Archived.  When you Archive a task, you no 
               longer see the task when using ToDo, but if needed, 
               ToDo still can use information for an Archived task 
               for a report, etc.  ToDo allows you to restore 
               Archived tasks back to a Current Status, if 
               necessary.

    Purged     After a while, you may want to totally eliminate 
               all record of a task's existence.  ToDo lets you 
               PURGE tasks from the Archive.  Once purged, nothing 
               will get it back!

               Expenses, Special Dates and Phone Numbers all
               accumulate "History" data and can also be purged.

═════════════════════════════════════════════════════════════════════
╒═══════════════════╕
│   About Dates...  │
╘═══════════════════╛

ToDo accepts dates in the format mm/dd/yy.  When calculating the
number of days between 2 Task Dates, ToDo ignores weekend days.  The
assumption is that you don't work weekends.  ToDo will also ignore
any dates that are Holidays that you don't work, based on what's been
entered on the Holiday Maintenance screen.

You can change the default U.S. date format of mm/dd/yy to the British
format of dd/mm/yy from the Configuration Screen (from the Utility Menu).

═════════════════════════════════════════════════════════════════════
╒════════════════════════╕
│   About Postal Codes   │
╘════════════════════════╛

ToDo lets you enter the Postal Code in any one of 3 formats:

      FORMAT         EXAMPLE
      -------------  ------------
      U.S.           012345-6789
      Canadian or    A1B 2C3
      Free Format    ABCDEFGHIJ or 0123456789, etc.
 
The default format can be selected from the SYSTEM CONFIGURATION
option on the UTILITY menu, or you can use Function Key F4 to change
this format for any address entered.

 
═════════════════════════════════════════════════════════════════════
╒══════════════════════════════════════════════╕
│   Hardware/Software Requirements for ToDo    │
╘══════════════════════════════════════════════╛

    Hardware: ToDo requires an IBM-PC or Compatible with 640K RAM
              and a hard disk. (Minimum Available RAM should be
              424K or greater - but more is recommended.)

              ToDo makes the assumption that your printer can print 
              IBM-PC Extended ASCII characters.  If it can't, answer
              NO to the Extended ASCII question on the System
              Configuration Screen.

              Any type monitor can be used with ToDo, but if you have
              either an EGA or VGA, there are two default color sets
              available.  To switch between them, you can press
                  
                  <Ctrl> <F10>

              almost anytime.  After pressing this key combination, the
              colors will be switched on the NEXT screen, and the new
              colors will be saved for each subsequent session.

    Software: DOS 3.3 is REQUIRED for ToDo.  Additionally, ToDo 
              requires a minimum of 30 DOS file handles to function 
              properly.  You will need the statement:

                      FILES=31

              in your CONFIG.SYS file (DOS likes odd numbers!).

              Additionally, you also need to have the following 
              statement in your AUTOEXEC.BAT file so ToDo knows where
              its files are:

                      SET ToDo=[d:][path]

              This tells ToDo where it can find its files.
              The [path] should be the path for the ToDo data files.
              
              For example:

                      SET ToDo=C:\todo

═════════════════════════════════════════════════════════════════════

╒══════════════════════╕
│   REQUIRED FILES     │
╘══════════════════════╛
The following files are required for ToDo:

    AHOURS   DBF      Archived Hours Worked Data Base
    ATASKS   DBF      Archived Task Data Base
    CLIENTS  DBF      Client Data Base
    COLORS   DBF      Standard Color Definitions
    CONTROL  DBF      Internal Data Base used by ToDo
    EXPENSES DBF      Expenses Data Base
    FONTS    DBF      Printer Fonts Definition
    HOLIDAY  DBF      Holiday Data Base       (not required initially)
    HOURS    DBF      Hours Worked Data Base
    HOWTO    DBF      ToDo Road Map Data Base (not required initially)
    IMPORTAN DBF      Important Numbers (encrypted)
    Palette  EXE      Stand alone program to Change EGA/VGA palette
    PHONEHIS DBF      Phone Call History Data Base
    NOTES    DBF      Task Notes Data Base
    NOTES2   DBF      Name and Address Comments
    NOTES3   DBF      Diary
    Rpt      EXE      ToDo Program #3
    Rpt      OVL      ToDo Overlay #3
    SPECHIST DBF      Special Dates Archive
    SPECIAL  DBF      Special Dates Data Base
    SYSHELP  DBF      System Help Data Base   (not required initially)
    TASKS    DBF      Task Data Base
    TEMP     RPT      Screen Report File      (not required initially)
    TD       EXE      ToDo Program #2
    TD       OVL      ToDo Overlay #2
    ToDo     EXE      The ToDo Startup Program
    ToDo     HLP      ToDo System Help File
    ToDo     MEM      Internal Storage File   (not required initially)
    TODO     PAL      Palette Color Changes   (required for PALETTE.EXE)
    ToDo2    MEM      Internal Storage File   (not required initially)
    ToDoERRS DBF      Error History           (not required initially)
    ToDoNA   DBF      Names and Phone Numbers
    TODONA2  DBF      Addresses
    ToDoREST EXE      Restore Program for ToDo Backup (ToDo.BU)
    Util     EXE      ToDo Program #4
    Util     OVL      ToDo Overlay #4

    
Plus ToDo will create its own indexes for the above files.

═════════════════════════════════════════════════════════════════════
╒═══════════════════════╕
│   Backing Up          │
╘═══════════════════════╛
As with ALL programs, you should back up the ToDo program files on a
regular basis (I backup up once a day).  When you exit ToDo, you will
be given the opportunity to Back Up the ToDo Data files (the corres-
ponding RESTORE program can be accessed from the Utility Menu).  ToDo
will back up all of the necessary files to a single file on whatever
drive you choose.                            ------

This backup is limited to a single drive.  For example, if backing up
to a 360K  - 5 1/4" floppy, your backup will be limited to 360K of
data.  In ToDo's world, this is a LOT of information, and it is
unlikely that you will ever need more than this.  But.....if you do,
you can use any commercial (on non-commercial) backup product you
choose.  The only files you will need to back up can be categorized
as follows:

      *.DBF
      *.MEM

If for some reason, you can't get into ToDo, because of a problem
with the databases, you can use the stand alone program:

          ToDoREST.EXE

to restore ToDo databases.  You should run this program from the ToDo
directory, and it requires one parameter:  the location of the ToDo
backup file (ToDo.BU).  For example, if the ToDo.BU file is on drive
B: in the root directory, you would enter:

      ToDoREST B:\

When starting up ToDo after manually restoring these files, you
should always use the /R option from the command line
(i.e., ToDo /R).  This will cause ToDo to regenerate all of its
index files.  This WON'T be necessary if you use ToDo's Backup and
Restore function (from the Utility Menu).


═════════════════════════════════════════════════════════════════════
╒═══════════════════════╕
│   Other Information   │
╘═══════════════════════╛

ToDo is written in the dBase Language, compiled using the Clipper
compiler, along with a few "C"  & assembler programs thrown in for
good measure!

═════════════════════════════════════════════════════════════════════
╒═══════════════════════════════════════╕
│   Copyrights, and other necessities   │
╘═══════════════════════════════════════╛

This software is distributed to you on an "as is"  basis without 
warrantee of any kind.  PriceWise and Bert Sirkin make no warranty of
any kind, express or implied, including without limitation, any
warrantees of merchantability and/or fitness for a particular
purpose.  Neither PriceWise or Bert Sirkin shall not be liable for
any damages, whether direct, indirect, special or consequential
arising from a failure of any function within the above mentioned
program to operate in the manner desired by the user.  In no event
will PriceWise or Bert Sirkin be responsible for any damage,
including lost profits, lost savings or other incidental or
consequential damages arising out of use of the programs contained on
the above mentioned disk(s).

whew!

(c) Copyright 1988, 1989, 1990, 1991 PriceWise (Bert Sirkin)

═════════════════════════════════════════════════════════════════════
╒══════════════╕
│   Help!!     │
╘══════════════╛

If you have any suggestions or ideas for improving ToDo, or find any
Bugs (ugh!), please let us know!

Thanks!

Bert Sirkin (PriceWise)
P.O. Box 370542
West Hartford, CT  06137

(203) 232-2515


