A9Delete schedule entry. Click into a schedule field first.
To Do List
Manager
for rescheduling
A)Project Manager
Create and track projects
Sort by Priority
Print full Page View
Full screen view
of To Do List
Select priority A, B, or C. Item will also highlight in Yellow, Blue or Green.
The Yellow/White button (above) will toggle the highlights on or off.
Click in this box to check when done. If a check is already there, clicking again will remove it.
'R' will appear here when rescheduled.
The topic area above is changeable for daily notes or notes referenced by topic. Clicking in the topic field above will show a list of notes on file, or type a new topic into the field to start a new note.
Topics shown as
xxx: xxx
refer to a note that is linked to a project generated in the Project Manager. The word(s) to the left of the colon is the project name, the word(s) to the right of the colon is the topic.
Clicking on the [< Daily] button to the right of the topic area will rB
ecall the daily note option. Notes entered in the Daily Notes mode will be saved to file under that date. Daily notes for a specific day can be found by going to the date for that note.
Post
AjSchedule Time
Pull down menu of times on the half hour. Choose last menu option to edit the list of times.
< Prev month
Next Month >
Go to the yearly calendar.
Go to Search Notes
< Prev Year
Next Year >
Select
A_[Find] Clears the date field for entry or you can type the target date directly into the field.
Z Week view]
Month view^
Find today
ABGo to the first day of selected month in the year indicated above.
Goes to Jan 1st
Go to full screen view of notes
Go to Repeat schedule
e Help Menuf
Plannerg Help Menuh
Planneri
Switch to miniviewer
*A/Select a day by clicking on it in the calendar.
Expanded TDLB
A)Go to daily view for the selected weekday
Go to Weekly view of notes
Go to Daily view for today
Print your
weekly schedule
ArGo to the full screen view of To Do list or Notes, depending on the current weekly view, for the selected weekday.
0cheduled
on the butto
Go to
Month view
M Help MenuN
PlannerO Help MenuP
Planner
A|To find the week that contains a specific date, click on the [Find] button. Then type a date into the field and press enter.
TDL Mgr DailyB
When a
To Do
entry is linked to a project, this [P] button will appear. Clicking on the button will take you to the Project Manager screen with the selected project ready for browsing.
AGGo to the To Do List showing all items that are
or not completed
n with the sel
poject ready
Highlight Toggle
A-Delete
To Do
entry. Click into a row first.
Sort by priority
A&Print full page view of the To Do List
If an item has been rescheduled,
will appear in the check box and the reschedule date will be indicated here. You can reschedule items in the To Do List Manager
Click in this box to check when done. If a check is already there, clicking again will remove it.
'R' will appear here when rescheduled.
AxThis button calls the miniviewer. Use this for an instant view of your schedule or calendar without leaving this screen.
Go to yearly calendar
AQUse these arrows to browse selected dates or type a date directly into the field.
Select priority A, B, or C. Item will also highlight in Yel, Blue or Green.
The Yellow/White button (above) will toggle the highlights on or off.
Z Help Menu[
Planner\ Help Menu]
Planner
Expanded TDL OpenB
AWYou can manage your To Do List in 3 ways. Choose from the Daily, Open or Project lists.
This is the list from which you reschedule
To Do
items. When you first arrive at this screen the
date defaults to the current date.
This is the target date or list to which you reschedule. When you first arrive at this screen the
date defaults to tomorrow.
If an item has not been completed or has not already been rescheduled, it is available for rescheduling. The [R] button appears by eligible items. Click on the button to reschedule to the list below.
AQUse these arrows to browse selected dates or type a date directly into the field.
AxThis button calls the miniviewer. Use this for an instant view of your schedule or calendar without leaving this screen.
AQUse these arrows to browse selected dates or type a date directly into the field.
A-Delete
To Do
entry. Click into a row first.
Sort by priorityS Help MenuT
PlannerU Help MenuV
Planner
TDL Mgr openB
When a
To Do
entry is linked to a project, this [P] button will appear. Clicking on the button will take you to the Project Manager screen with the selected project ready for browsing.
AJGo to the To Do List showing all items that are posted to a selected date.
sing.
Highlight Toggle
Delete
To Do
entry.
Sort by priority
A&Print full page view of the To Do List
If an item has been assigned to a specific day, the list date will appear here. Schedule or reschedule items in the To Do List Manager.
Select priority A, B, or C. Item will also highlight in Yel, Blue or Green.
The Yellow/White button (above) will toggle the highlights on or off.
ess you are de
he entire pr
'This is the list of all To Do items not completed. You can also use this list to post general tasks that are not yet assigned to a specific date. You must first click on the [New] button to add a new entry to this list. You can then schedule the item at a later time in the To Do List Manager
A,Go to the To Do List Manager for open items.
Note that if you check an item here, it will immediately disappear from this list because this list is for items not completed. Rescheduled items will also appear on this list indicating the latest reschedule date as the list date.
] Help Menu^
Planner_ Help Menu`
Planner
Select
Exclude
to view only items that are assigned to dates prior to and including the current date. To Do entries that are not assigned to a date will also be visible when
Exclude
is chosen.
TDL Mgr ProjB
AWYou can manage your To Do List in 3 ways. Choose from the Daily, Open or Project lists.
This is the list of
To Do
items not completed. Schedule or reschedule tasks from this list to the daily list selected below.
AwThis is the target list to which you reschedule. When you first arrive at this screen the
date defaults to today.
If an item has not been completed or has not been scheduled, it is available for scheduling or rescheduling. The [R] button appears by previously scheduled items. The [S] button indicates an item that has not yet been scheduled. Click on the button to schedule to the list below.
AQUse these arrows to browse selected dates or type a date directly into the field.
A-Delete
To Do
entry. Click into a row first.
You can also use this list to post general tasks that are not yet assigned to a specific date. You must first click on the [New] button to add a new entry to this list.
` Help Menua
Plannerb Help Menuc
Planner
Select
Exclude
to view only items that are assigned to dates prior to and including the current date. To Do entries that are not assigned to a date will also be visible when
Exclude
is chosen.
Project ManagerB
AiThis is the list of projects on file. Click on the button to see the To Do List for the selected project.
A)Sort by project name or by creation date.
AiClick on this button to schedule or reschedule the selected item from this list to the target date below.
A-Delete
To Do
entry. Click into a row first.
AjProject
To Do
Lists are created in the Project Manager. Go to the Project Manager for more information.
0cheduled
on the butto
ADIf an item has been scheduled, the list date will be indicated here.
e the highligh
off.
AtThis is the daily list for the target date. To Do items from the Project List above, will be assigned to this date.
cheduled
on the butto
AQUse these arrows to browse selected dates or type a date directly into the field.
AWYou can manage your To Do List in 3 ways. Choose from the Daily, Open or Project lists.
_ Help Menu`
Plannera Help Menub
Planner
NotesB
APTo create a new project, click on this button, type the project name, and enter.
AhThis is the list of Project names on file. Click on the button to view the Project To Do List and notes.
APTo create a new project, click on this button, type the project name, and enter.
AhThis is the list of Project names on file. Click on the button to view the Project To Do List and notes.
AmSort by priority. The sequence numbers in the far left column will be recalculated to match the sorted order.
A/Click on this button to number your To Do List.
Click here to place a check when the task is completed. The completion date will be indicated. Click again to erase the check and the completion date will be cleared.
AkThis Delete button will delete the entire project including To Do list and notes. You will be warned first.
A<Delete the selected To Do list Item. Click into a row first.
This is the Note Topic field. When a new project is first created, the note topic, "Misc Notes", is also created. The "Misc Notes" topic is the link for your project index and cannot be deleted unless you are deleting the entire project.
To create a new note for the selected project, simply click into this topic field and enter the new topic. Note topics entered here cannot contain a colon ':'
AcThis is a list of Note Topics linked to the selected project. Click on the button to view the note.
A(Go to the full screen view of this note.
ACDelete Note. Any note can be deleted except the 'Misc Notes' topic
a Help Menub
Plannerc Help Menud
Planner
%A0Sort project titles by name or by creation date.
schedule
Search NotesB
The topic area above is changeable for daily notes or notes referenced by topic. Clicking in the topic field above will show a list of notes on file, or type a new topic into the field to start a new note.
Topics shown as
xxx: xxx
refer to a note that is linked to a project created in the Project Manager. The word(s) to the left of the colon is the project name, the word(s) to the right of the colon is the topic. You can create a new project note without going to the Project Manager by
using the format described above. That is
project name: note topic
. Just be sure that the project name spelling matches the name that you are using in the Project Manager.
To enter a daily note, go to the desired date. If the date is shown in the topic area, you are already in the daily notes mode. If not, clicking on the [< Daily] button to the right of the topic area will recall the Daily Note option. Just click into the note body and begin typing. The topic display will go blank whC
en you
re typing a daily note and will reappear when you press enter or exit the field. Notes entered in the Daily Notes mode will be saved to file under that date. Daily notes for a specific day can be found by going to the date for that note.
Toggle the text ruler. The text ruler gives you edit capabilities similar to a word processor. Refer to the FileMaker manual or on line Help viewer for more information.
X>Click on this button to check the spelling of the entire note.
AmThis button takes you to the
Search Notes
screen for searching text contained in the body of notes on file.
ic, print date
hen
Use this button to print the note. Do not use the Print option in the pull down file menu. You will be asked if you want the note printed with a header. The header contains basic info about the note, including topic, print date etc. When
is selected the note will print without a header. You may prefer this option for letters, or other text. The note will print with a .5 inch margin all around unless you alter the margins using the text ruler.
[ Help Menu\
Planner] Help Menu^
Planner
AHUse arrows to browse daily notes or type a date directly into the field.
Repeat scheduleB
Define the type of search.
You can also use the [Examples] button to see further explanation of the search types and make your choice there.
AZTo search the text of your notes, enter the search word(s) and click on the [Find] button.
Lines
T-Sq
The [Recall] button will recall the last successful find including search text and search type. You can then repeat or modify the search.
Y Help MenuZ
Planner[ Help Menu\
Planner
Search ResultsB
This display will instruct you on what info is needed for your repeating schedule. When the necessary information has been provided, this box will show the results of your selections.
"These are the dates that define the period covered by your repeating schedule. When you first arrive at this screen these dates will default to the current date through the end of the current year or next year if Oct or later. Change these dates as necessary to accommodate your schedule.
AdEnter a schedule event or To Do List entry for your recurring item. Time and priority are optional.
ZITo specify Consecutive Days, enter a beginning date and ending date here.
A/Select here for a repeating schedule by weekday
Ex: Every Monday
A_Select here to specify a monthly weekday. First select a weekday, then the monthly occurrence.
or next year if Oct or later. Cha
ACSelect an interval and start date.
Ex: Every 2 wks starting 1/10/96
_!Ex: Second Tuesday of every month
AGClick on a button to select a Monthly date.
Ex: 15th day of every month
Use as a reference when selecting your dates. Browse the monthly calendars using the arrows, or use the [Year] button to view the yearly calendar.
When you have specified your repeating schedule, click on this button to see a list of the dates selected by your schedule. When you are presented with that list, you will have the opportunity to revise or omit individual dates.
#A:Clears all fields for entry of a new repeat- ing schedule.
l Help Menum
Plannern Help Menuo
Planner
MenuB
This is the list of notes containing your search text. To view a note, select by clicking on the row or [View] button to the right. The selected note will highlight in green and be displayed in the window below.
A>This field indicates the Note type as Project, Daily or Other.
AEThis button will take you back to the search screen for a new search.
P and be
pd in the
Z9This area displays the note selected from the list above.
A1Delete the note that is displayed in this window.
\ Help Menu]
Planner^ Help Menu_
Planner
View RepeatB
Repeating SchF
Repeating SchG
Daily ViewH
Daily ViewI
Weekly ViewJ
Weekly ViewK
Monthly ViewL
Monthly ViewQ
To Do-DailyR
To Do-DailyS
TDL Mgr-DailyU
To Do-OpenV
To Do-OpenW
Project MgrX
Project MgrY
Search NotesZ
Search Notes_
Notes`
Notese
Maintenancef
Maintenance
Edit Repeat Schk
Edit Repeat Schl
Search Resultsn
Search Resultso
TDL Mgr-Dailyp
TDL Mgr-Openq
TDL Mgr-Projs
TDL Mgr-Opent
TDL Mgr-Projy
Return{
Return
MonthB
A5Click on this button to post your repeating schedule.
HLE Obje
0The[Continue] button on the
Repeating Schedule
screen will produce a list of dates here. This screen allows you to view and edit your repeating items before posting to your schedule or To Do List. When the entries appear as you want, use the [Post Item] button, above left, to post them to your files.
View your schedule or To Do List for the selected date. The repeating item will appear as it would after posting. You can use this feature to check for possible timing conflicts, etc.
ABClick on this button to omit the date from the repeating schedule.
A:Click on the [Change] button to change an individual date.
Change a time or description.
If a date coincides with a posted holiday, the holiday name will appear here. Post holidays to the Planner using the Holiday file which can be reached from the main menu or Daily Screen.
K Help MenuL
PlannerM Help MenuN
Planner
AGPrint the repeat- ing schedule for reference or distribution to others.
MaintenanceB
Calendar Maker
Select a monthly Calendar for any month in any year. This option may also be faster than using the arrow buttons if the desired month is further away in sequence.
AFClick on the Day number to go to the Daily view for the selected date.
If there are more than 5 schedule entries for the date, this arrow will turn red. Go to the expanded view to see the other entries
Go to the Expanded View
Print Calendar
This will print the calendar in landscape orientation. Do not use the Print option in the File pull down menu. Up to 6 schedule entries will be visible for each day. Choose the grayscale option in your print dialog box. Otherwise all grids will print as solid black!
mtg w/SmithH Help MenuI
PlannerJ Help MenuK
Planner
o the expanded
GoToHelp
GotoNoteSearch
GotoSearchResults
GotoViewRepeat
GotoMonth
Status
GoToHelp
GotoNoteSearch
GotoSearchResults
GotoViewRepeat
A GotoMonth
Status
As time passes, you will probably want to do some house cleaning in the Planner file system. Old notes and To Do List records may accumulate and cause clutter in the various windows and menus.
You can remove those old records here! You may choose to delete them or store them in the special
Archives
file. They
ll be safely tucked away, ready if you need them, but not included in the various routines and menus of the Daily Planner. The Archives can be opened from the main menu.
AEItems will be removed that are prior to the date that you enter here.
accumulate an
pclutter in t
AGThis button will remove records according to the selections made above.
Specify action on Schedule entries, To Do list items, and Notes. Delete will permanently erase the items. Archive will store the records before removal.
Select Leave to skip these records during the removal process. They will remain untouched.
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