D & D Enterprises Session 3: Personal Information Management (PIM) Applications Thursday August...

D & D Enterprises

Session 3: Personal Information Management (PIM) Applications

Thursday August 3, 2006

Palm Telemedicine

Seminar Series

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Session 3 Agenda

▪ HotSync Cable and the Palm Desktop▪ Personal Information Management (PIM)

Applications▫ PIM applications are the applications that perform

Personal Information Management functions:  ▪ Calendar▪ Contacts▪ Tasks and▪ Memos

▪ This session will provide training on the use of these applications

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Personal Information Management Applications

▪ Objectives  Learn to add, edit, categorize and delete ▫ An Appointment in the Calendar Application

▫ Names, Addresses, Phone Numbers etc. in the Contacts Application

▫ To Do Lists in the Tasks Application

▫ Text Notes in the Memos Application

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Importance of the HotSync Cable

▪ Synchronization▪ Charging the Handheld

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Palm Desktop Applications Match Basic Applications on the Palm

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Palm PIM Application: Calendar

Calendar

Contacts

Tasks

Memos

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Two Ways to Launch Calendar Application

Tap the Calendar button

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Two Ways to Launch Calendar Application

▪ Click the Home button to get to the All Applications View▫ Click on the Calendar

Application

http://www.palm.com/us/support/handbooks/tx/en/calendar.pdf

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The Calendar Application Has Four Views

Agenda Day Week Month

NOTE: You Switch Views By Tapping the On-Screen Buttons

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Add a New Appointment

▪ Adding a new appointment can be as simple as: ▫ Open the calendar to the

day view

▫ Tap your desired start time 9:00

▫ Write

▪ That’s all it takes!

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Click and Hold Input Then Select Soft Keyboard

1.

2.

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Power Tip

▪ Event ▫ The name for an entry in the Calendar application,

including appointments, birthdays, reminders, recurring meetings, etc.

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Launch Calendar in Day View

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Annotated Day View

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Viewing Daily Schedule

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Power Tip: You can scroll to a date by pressing Left or Right on the 5-way navigator or by tapping the arrows at the top of the Day View

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View Weekly Schedule

You can also press Right and Left on the 5-way to scroll to the next or previous week

To go to Day View for a particular day, press Center on the 5-way to insert a highlight, press Right or Left to select a day, and then press Center on the 5-way again

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View Monthly Schedule

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View Yearly Schedule

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Overlapping Events

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Scheduling an Event

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Set Appointment Duration

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If you need to reserve a date before you know the details of the appointment, you can schedule an event without a start time

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Schedule an Untimed EventYou can change an event without a time to a scheduled appointment

Select the event description, select Details, select the Time box, and select the start and end times

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Schedule a Repeating Event

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Schedule a Repeated EventTo select intervals such as the 2nd Tuesday of every month or the 3rd Thursday in November of every year, schedule a repeating event—unusual interval

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Set Repeat Interval

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Schedule a Multi-Day Event

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Enter a Location

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Enter a Note

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Change Categories and Use Color Codes

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Assign Color Code Category

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Set an Alarm

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Reschedule an Event

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Reschedule Current, Future or All

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Deleting Events

You can also delete a specific event by selecting the event, selecting Details, and then selecting Delete

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Delete Repeating Events

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Palm PIM Application: Contacts

Calendar

Contacts

Tasks

Memos

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Two Ways to Launch Contacts Application

Tap the Contacts button

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Contacts

▪ Click the Home button to get to the All Applications View▫ Click on the Contacts

Application

http://www.palm.com/us/support/handbooks/tx/en/contacts.pdf

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Create a New ContactClick "New"

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Enter Contact Information

▪ Don’t forget to scroll

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Power Tips

▪ If the first character you enter in the Last Name or Company field is an asterisk (*) or another symbol, that record always appears at the top of the Contacts list

▪ You can enter one or more contacts on your desktop computer, and then copy them to your handheld by synchronizing

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Adding a Contact

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Add a Photo To a Contact

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Add a Birthday to a Contact

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Enter Additional Contact Information

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Choosing Contact Field Type

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Define a Custom Field

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Setting Up Your Business Card

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Locating a Contact

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Deleting a Contact

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Customizing the Contacts List

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Remember Last Category or List By

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Palm PIM Application: Tasks

Calendar

Contacts

Tasks

Memos

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Two Ways to Launch Tasks Application

▪ Tap the Home/Favorites button to go to the Favorites screen▫ Click on the Tasks

Application

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Two Ways to Launch Tasks Application

▪ Click the Home button to get to the Applications View▫ Scroll down and click on

the Tasks Application

http://www.palm.com/us/support/handbooks/tx/en/tasks.pdf

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Create a New TaskClick "New"

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Enter Task Information

▪ Enter your task information then click the Details button

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Set Task Priority, Category, Due Date

▪ You can set a▫ Priority

▫ Category

▫ Due Date

▪ Click OK

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Customize Your Task List

▪ Click the Menu button▪ Then Click the

Options Menu▪ Finally Click Preferences

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Customize Your Task List

▪ You can choose▫ Minimal

▫ Data-Rich

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Task List Options

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Minimal Task List

=

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Data-Rich Task List

=

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Sort Task List

= Past Due

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Set a Task Alarm

Before You Set an Alarm

Create a task and assign it a due date - a task must have a due date before you can set an alarm

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Mark a Task Complete

The Palm Desktop software and Microsoft Outlook handle completed repeating tasks differently – The Palm Desktop checks off all overdue instances of the task while Microsoft Outlook checks off only the oldest instance of the task

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Delete a Task

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Delete All Completed Tasks

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Palm PIM Application: Memos

Calendar

Contacts

Tasks

Memos

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Two Ways to Launch Memo Application

▪ Tap the Home/Favorites button to go to the Favorites screen▫ Click on the Memo

Application

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Two Ways to Launch Memos Application

▪ Click the Home button to get to the Applications View▫ Scroll down and click on

the Memos Application

http://www.palm.com/us/support/handbooks/tx/en/memos.pdf

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Create a New MemoClick "New"

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Enter Your Memo

▪ Don’t forget you can use the onscreen keyboard!

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Enter Your Memo

▪ Tap done when finished!

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First Line of Memo Shows as Memo Title

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View and Edit a Memo

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Move a Memo in the Memo List

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Delete a Memo

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Any Questions?