Psion Revo Palmtop Computer Instructions Manual
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71 Agenda Lists and things to do You can use a “to-do list” to note down tasks or items you want to remember. Initially you have two to-do lists, but you can add more lists. You can give each entry on a to-do list a due date, and assign priorities to entries to control the order they appear in the Agenda views. To-do entries are marked with a circled ‘T’ symbol ( ). Adding a to-do To create a to-do entry:1.Move to the To-do view and just start typing, or use Create new entry from the Entry menu. 2.Type in the details of the to-do, e.g. ‘Buy paper’. The “Priority” can be used to determine the order in which to-do entries are listed in the to- do list (priority 1 is highest). 3.If the to-do entry has a deadline, tap the Alarm/ More button and tick the Dated box. Set Due date to the deadline date , and set up warnings as appropriate. You can set how due dates are shown, e.g. Date, Days or Auto (date, days and ‘tomorrow’) if you want to see when the to-do is due. Crossed out entry To-do priority Agenda.P6503/02/2000, 15:04 71
72 Agenda Creating a new to-do list You can create new to-do lists so that you can categorise the things you want to remember, e.g. you can keep a private to-do list and a work to-do list. Each to-do list is displayed on a “page” in the To-do view. Move between the to-do list pages by tapping on the “dog ears” in the bottom corners, or using the left and right arrow keys. Tap on the to-do list heading (at the top of the page) to select a different to-do list. 1.Create a new to-do list using the command from the To-do lists menu. 2.Type in a name for the list, e.g. ‘Wedding plans’. You can rename the list later using the command from the To-do lists menu. 3.Specify the page number that you want this to-do list to appear on, and which to-do list you want to base the settings of the new list on. 4.Tap the OK button to save the new list. To delete an unwanted to-do list and all its entries, use the command from the To-do lists menu. Customising a To-do list You can change the way the to-do list looks and how to-do entries are shown in the Day and Week views. To do this, select To-do list preferences from the To-do lists menu. ·Each to-do list is displayed on a “page”. If you want to move the to-do list to another page, set the Page number as appropriate. ·If you want to be able to arrange to-do entries on the list yourself, set the Sort order to ‘Manual’. New entries you add to the list will appear at the cursor position, and you can cut, copy and paste to-do entries to put them in the order you want. ·Tick the boxes according to what you want to see in the To-do view and other views. ·If you want to see to-do entries in a specific time slot in the Day view, e.g. personal to-do entries in the evening, set the time as the standard position. Agenda.P6503/02/2000, 15:04 72
73 Agenda Information from other programs Use the Paste command to insert text, copied in other programs, straight in as an Agenda entry. For example, copy some text in Word using the Copy command, then move to the position in Agenda you wish the entry to appear and select Paste. Attaching Word documents to entries You can attach a Word document as a “note” to any Agenda entry, e.g. a list of things you want to discuss at a meeting. To do this: 1.Highlight the entry to which you want to attach the note.2.Tap Add note on the Toolbar or select the command on the Edit menu. 3.Agenda displays a Word document where you can type in your text. See the ‘Word’ chapter for more about using Word. When you have finished editing the document, tap Done to return to Agenda. ·To see or edit the document later; select the entry containing the note; then tap Add note again, or use the command on the Edit menu. Inserted noteInserted graph object Agenda.P6503/02/2000, 15:04 73
74 Agenda Customising Agenda To change the view that you see when you open an Agenda file, select General preferences from the Tools menu. To change the way a particular view looks, switch to the view and select View preferences from the Tools menu: ·Select which type of entry to add if you select an empty day or time slot and just start typing, press Enter or tap on an empty slot. ·Select which types of entry you want to show in the Day, and Week views. ·If you want to change the times shown in the day view to suit your working day, tap Slot definitions in the Day view preferences. To change the standard settings for entries, select Entry preferences from the Tools menu, then select the entry type. Agenda files You may wish to keep separate Agenda files for business, hobbies and so on. To create a new Agenda file for your information, use the command on the File menu. ·Add entries to the new Agenda file. You can use cut, copy and paste to move entries between Agenda files. ·If you have two Agenda files and want to combine them, use the Merge command from the File menu.Note: If you use more than one Agenda file, specify which file to display in the ‘Today’ view in the System screen. Select Preferences from the Tools menu. Move to the Today view page, then specify the Agenda file and its location using the Main Agenda file and Folder lines. For more details, see the ‘Today’ section of the ‘Files, folders & programs’ chapter. Agenda.P6503/02/2000, 15:04 74
75 Agenda “Tidying” an Agenda file You should tidy the Agenda on a regular basis to stop the file from getting too large. To do this: 1.Select the Tidy/archive file command from the More commands on the File menu. 2.Select whether you want to copy or move old entries to a new file, or delete them. If you move or copy them to a new file, you must specify the name and location of the new file. If you copy them to a new file, the entries are not removed from the current Agenda file. 3.Select which entries you wish to tidy, e.g. crossed out entries, and select the entry types you want to tidy by tapping the Entry types button. 4.Select the range of entries you want to tidy. Printing Agenda entries You can print all the Agenda entries, or limit the range you print to certain dates of interest, e.g. only the coming week. ·Before you print, refer to the ‘Printing’ chapter for details on setting up the printer and page. Select the Printing command from the File menu: ·Use the Page setup command to specify how the entries will appear in the printed copy. You can control the page size, margins, and add headers and footers. ·Use the Print preview command to display pages showing how the printed copy will look. ·Use the Print command to print the entries. If you select Print or Print preview, specify the date range of the entries you want to print. Tap the Entry types button to set: ·Whether to print all repeat entries or only the next one. ·Whether to print crossed out entries. ·Whether to print only entries with a specific entry symbol. Agenda.P6503/02/2000, 15:04 75
76 Agenda Synchronising with a PC Scheduler You can synchronise the Agenda with the PC agenda on your PC using PsiWin, to ensure that both agendas are kept in step with each other.Note: For details of how to synchronise your diaries, see to the ‘PsiWin’ chapter and PsiWin on-line help. Synchronising entries with a PC scheduler You can specify whether you want to synchronise individual entries with your PC agenda. Entries that aren’t synchronised are marked with a , private entries are marked with a . 1.When adding or editing an entry, tap the Alarm/ More button in the entry dialog, then move to the Other page.2.Tick the Synchronise box if you want to synchronise the entry with the PC agenda. Tick the Private on synchronised agenda box if you want to keep the entry confidential in the PC agenda. To change the settings of a whole To-do list, select Agenda synchronisation from the To-do lists menu. If the To-do list is not synchronised, none of the individual To-dos will be. If the To-do list is set to Private, so are all individual To-dos. Agenda.P6503/02/2000, 15:04 76
78 Email & SMS Email & SMS Read this first Before you can send and receive messages you will require: ·For email messages: an email account; a modem and telephone connection, or a supported mobile phone with built-in modem.How do I set up my Internet and email accounts? See the chapter ‘eSetup - email & Internet setup’ for information on using eSetup to configure your Internet and email accounts. ·For SMS messages: a supported mobile phone and an appropriate SMS account with a telephone network.How do I set up my Revo for SMS? See ‘Setting up for SMS’ at the end of this chapter. You can use the Email program to send and receive: Email (electronic mail) messages.SMS (Short Message Service) messages, i.e. text messages on mobile phones. You can prepare, read and reply to messages while on the move, then “connect” to your email mailbox or mobile phone when you are ready to send them. Email synchronization To access your mailbox via a PC, install PsiWin and the Email Synchronization plug-in on your PC. This chapter does not include information on Email Synchronization. See the PsiWin on-line Help for more information. Email.P6503/02/2000, 15:05 78
79 Email & SMS Using Email When you open Email, you will see the “Folders” view which displays your mailboxes, folders and messages. The “Local” folders (on the left) are stored on your Revo, so you can create and view messages in these folders when you aren’t connected. If you have set up an email account, a “Remote” mailbox icon will be displayed (with the name you gave your account) below the Local folders.When people send email messages to you, they will be kept in the Remote mailbox until the next time you connect to it. When you connect, transfer (or “download”) email messages from your Remote mailbox to the Local folders on your Revo to read them. If you have a supported mobile phone with SMS capabilities, you can transfer (or “synchronize”) SMS messages from your phone to the Local folders on your Revo. Local foldersRemote mailbox Message type Connection status Email.P6503/02/2000, 15:05 79
80 Email & SMS Local folders When you open Email, the following Local folders are displayed: Inbox: contains your incoming messages when you transfer them from your Remote mailbox (for email) or mobile phone (for SMS).Outbox: contains outgoing messages which you can send when you next connect to your Remote mailbox or mobile phone.Draft: contains unfinished messages you are still writing.Sent: contains copies of messages you have sent.You can use the Local folders in the same way as you use folders in the System screen, e.g.: ·To create a new folder, tap the New button on the Toolbar and select Folder, or use the command on the File menu. ·To move and copy messages between folders, use the commands on the Edit menu. Note: If you have switched off the list of folders (using the command on the View menu), you can select the folder to be displayed by tapping the folder icon on the Title bar. Message attachment Custom folder created by userFolder list icon Email.P6503/02/2000, 15:05 80