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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?
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