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PDF Manual - Pocket Informant

1. ys Hel On opens a submenu that provides access to the WebIS Knowledge Base helpful videos and the initial tutorial video The Files button allows you to view the Pocket Informant log By tapping the ac tion button in the top left a second menu will come up This wl AT amp T Z 16 03 84 m mii AT amp T 16 03 84 mm ie Support Files Video Tutorial Done Lag Support Files Video Tutorial Done WeblS Knowledgebase Glossary 1 Favoris Scroll To Bottom knowledgebase Home last 20k of log menu allows you to ERTER aA send various Pocket Search Select Category B o al alarms to create Last check done Informant files di an nn VER Mon 2012 May 14 02 43 05 1 PM C ee eee VER Mon 2012 May 14 02 43 05 1 PM C a rectly to us for assis haii VER Mon a a EEES PM Q tance in troubleshoot VER Mon 12 May 43 09 7 PM Q Clear Loa File INF Mon 2012 May 14 02 43 09 7 PM C J Ing and helping to ims a eee Fe stabil data on May VER Mon 2012 May 14 02 43 09 8 PMC Email Log that you may encoun INF Mon 2012 May 14 02 43 10 2 PM C ter INF Mon 2012 May 14 02 43 10 4 PMC l VER Mon 2012 May 14 02 43 10 4 PM Email Log amp Database INF Mon 2012 May 14 02 43 10 4 PM C VER Mon 2012 May 14 02 43 10 4 PM C Email Prefs DB amp Log 38 EK Events Scanned 38 Events In Cache prior to update 0 PICalEventEK Objects Updated 0 Inserted 0 Deleted Cancel VER Mon 2012 M
2. Contacts View The new Contacts View integrates the iOS contacts database into Pocket Informant Contacts can be viewed edited deleted and added It is also possible to email or call contacts from within this view Please note that calling from this view will not return you to Pocket Informant Esther Kac when the call is completed This is not developmentally possible at this time IEN Hut Meng n T bt tte Be TTE E Contacts All Contacts To call a contact tap the contact then tap their phone number To edit a contact tap that contact then tap the edit button that contact this will open a submenu with buttons for each of those functions Also you will see a trashcan button on this menu Pressing that button will delete the contact completely a3 y i To email a contact create a task from a contact or create an event from a contact swipe across i D To add a contact simply tap the plus button in the top right of the view To view Contacts with pictures as shown in the screenshot on the right please do the following On the iPhone or iPod Touch simply rotate the device to the landscape position and the view will automatically changes to the photos N A 3G 12 49 PM On the iPad you can view contacts in the photo mode in either orientation To switch views tap the grouping button at the top Contacts right next to the add button Then tap the Pictures option The contacts will then be viewed by those that have photos
3. Icon for Unsynced Tasks If used the tasks that are unsynced will show the icon selected in this setting 86 Sync Settings Pocket Informant comes ready to sync with Outlook Google Calendar Google Tasks Toodledo and Pocket Informant Online This setting is where the sync method s are chosen The following information on the various sync services is written from the perspective of already having the sync services set up For more detailed information including how to set up a synchronization please see the Synchronization chapter of this user guide An exciting new feature in Pocket Informant 2 5 is that it is now possible to configure and use multiple sync sources at the same time All sync settings can be edited from this view Data from the iOS calendars does not sync via any of the sync services Shake to Sync When this is on you can give your iPhone a shake to do a full two way sync between Desktop Google Calendar Tasks Pocket Informant Online and Toodledo AutoSync Pocket Informant automatically syncs up any changes made within Pocket Informant immediately but it also checks the server for any changes to sync down This option lets you pick the time interval that the full server sync is performed If Autosync is set to the On New Delete Edit Only setting then Pocket Informant will only perform a sync when a new item is added deletion is done or an edit to an existing item is made This means that Pocket
4. A All Contacts For both the iPad and iPhone iPod Touch when viewing the contacts by photo only the contacts with photo s will be visible Any contacts without photos will not be visible To view the entire contacts list you will need to go back to the contacts list view The method of photo display can be changed by going to the Pocket Informant settings appearance and scrolling to the con tacts appearance settings and selecting the Carousel Mode The display options are Flat Cylinder Flow and Flip We encour age you to try all of the settings before settling on one The Grouping button allows you to group contacts by their company name This button is next to the add button and pressing it will open a drop down that allows the grouping to occur or you can cancel the grouping by selecting the None option 8 vw 2 49 Notes View In the notes view you can create notes by typing them in or you can record voice notes Notes can be sorted by tags or fold ers for easy sorting You can add tags or folders as needed To create a text note press the button in the top right of the view To set items such as tags and folders scroll up to bring those fields into view When your note is complete press the done button to save it To create a voice note tap the microphone button in the top right of the view Then re cord your note It is best to have your mouth near the microphone of your device on the iPhone iPod Touch
5. Pocket Informant supports several action types that you can use for managing your Tasks Pocket Informant attaches special importance to Next Actions which in a Project cause a Task to move to the top of the ordered list if selected If a Task is the current Next Action and you change it to any other action type then it is moved to the bottom of the ordered list The action types are self explanatory and are listed below Next Action Active Planning Delegated Waiting Hold Postponed Someday Cancelled Reference Priority This field when enabled allows you to assign a priority to your task The priorities are as follows None Top High Medium Low Completion Percentage This is a slider that can be set to various whole point percentages reflecting the completion percentage of the task Sync To This setting is where you determine where the task will sync to If you only have one sync source available that is compatible with tasks the choices will be that sync service or none If you do not have a task compatible sync service set up or if you are not syncing your data at all the default choice will be none Tags Tags are delineators that can be assigned to a task you can assign as many as you would like to the task Tags are helpful when using filters or Smart Groups and they aid in grouping tasks for quick identification Icon These are visual identifiers that you can apply to your tasks that facilitate at a glance identifi
6. events It will likely be an iOS calendar and here is why iOS events can be deleted by the iOS Calendar There is a setting in the iOS Device Settings settings for Mail Calendars and Contacts scroll down to the setting for calendars that is labeled sync here you can set the duration of old events to be shown If your device calendar is set to sync with iCloud or if you sync with iTunes via the USB cable this setting will take effect the next time the iOS calendars sync lf your missing events are not iOS calendar related please open a case with our support staff for further assistance 95 iPad No Theme has no slide outs When using the iPad version with the No Theme selected in widescreen mode you will not be able to access the slide out menu This is due to the fact that in the No Theme you are given the screen real estate all the way to the edge of the screen leaving no room for a touch area to activate the slide out To workaround this you can rotate into the portrait mode and tap the left arrow button to open the slide out menu or you can simple tap the widescreen button again from the landscape orientation to shrink the view down and bring up the slide out menu just restored my settings but now WDS won t work Whenever you restore your settings you will need to re pair your device to your PC for WDS to operate To do this go to the WDS sync in Pocket Informant and tap on the WDS sync tap on the pair with desk
7. This item has a note 2 There is an attendee for this meeting You have flagged this Task item This task is a sub task General Icons Pocket Informant supports the use of icons on tasks events tags and calendars Included in the application is a rich library of icons suitable for most any need The screen shot shows the icon selection screen Please note that at this time the icons do not sync via any of the available sync options except Pocket Informant Online Illustration 1 1 iPad Icon Picker shown iPhone iPod Touch similar Add Event Pick an Icon amp 6 Ged 9 a g Q V v v V v KA Vv V t w xe X aZ Ss vai i S amp me P J Y w Q Chapter 2 Navigation and Editors In this section we will show you how to navigate in Pocket Informant and how to use the editors Basic Navigation Navigation Bar iPhone iPod Touch This tool bar is located at the top of the screen just be Carrier 11 43 AM neath the iPhone status bar There are different options in the Navigation Bar depending on the View you are in In many Views it will have an action button on the left and a couple of plus Y signed buttons on the right The plus sign is the Add button and is used to add an item to a View these items can include such things as Tasks Events Calendars etc The example shown on the right is from the iPhone shown with the Cranberry Leather theme Tab Bar iPhone i
8. and text notes you can swipe to the right on the title field to expand the view and see multiple lines of text This is very useful for long titles Swipe to Menu Several of the items such as contacts notes events and tasks can be swiped to open a quick ac cess menu for basic edits or operations pertaining to the item The example shown is an event on the iPhone iPod Touch all others are similar Illustration 2 1 iPhone Swipe Menu shown all others similar 13 22 uill AT amp T gt 94 mm Yv Return to week view ty Sun Mon Tue Wed Thu Fri Sat May 27 28 29 30 2 10Churc ERD TO GolfL EIE In Color 9 Call Ton 5 Travel T 7 Build A 17 Never 16 Week LENIE 10 Test D 9 iOS Tes 9 Enter C 20 Love amp 8 Weekly Events 4 XM Due ff Mw BRB e Today Calendar Tasks Contacts Notes 12 The Editors Events and Tasks Pocket Informant uses the same editor view for creating and editing events Likewise the task editor that is used for creating tasks is the same editor that is used to make edits to existing tasks To avoid being redundant the steps fields involved in event and task creation are identical to those used in edit ing existing items On The iPhone iPod touch when using the time and date picker in the landscape orientation it is very important to note that it will behave a little differently then it does in the portrait orientation The date picker will essentially be shown in four d
9. slider to the far right This will cr E disable the start and stop times and simply list the Se Fy aS event as something that is taking place all day 8 9 10 11 12 To set the date of your item to today simply tap I5 16 17 18 19 the Goto Today button er ED Both the iPad version and the iPhone version in D Timed 5 6 7 8 9 the Chocolate Leather theme are shown Device Timezone Africa America Ja Jan Feb Mar Apr ELEH Jun Jul Aug Sep Oct Nov Dec 0 Goto Today 14 Repeat his is the portion of the event creation where a recurrence pattern can be built Please see Recurrences later in this user guide for a more detailed explanation of the how recurrences work and how to apply them End Repeat lf you have a recurrence set up and applied to your event this field is where you decide the duration of the recurrence pattern This can be done by selecting a date or by choosing a specific number of occurrences Add Alarm As the field name implies this is the area where you select the alarm parame ters for the event An alarm can be set to precede the start of an event my almost any amount of time down to minutes Multiple alarms can be set for an event Add Attendee Anyone in your contacts list with an email address can be added as an at tendee to your event attendees can be directly notified of the event via Pocket Informant See Meetin
10. Calendar Tasks Contacts Notes Calendar View Selection Buttons iPad Calendar View Selection Buttons On the iPad in the horizontal orientation each of the calendar views described below are accompanied by a calendar list This is list is scrollable and a date can be selected from it The selected date will be visible in the calendar view When using your iPad in the portrait orientation the pop up menu works in the same fashion In the top cen iPhone iPod Touch Calendar View Gelection Buttons ter of the Calendar View are the main Calendar View selection but Below tons Carrier gt 11 43 AM Y Agenda List This button shows a List of all the Events and Tasks stored in Pocket Informant Individual items can be selected to see more detail and for editing Scroll down for older events and tasks scroll up for current and future tasks and events When scrolling down for the older events a button labeled as Previous Events will be displayed from time to time Pressing this button will add older data to the view and allow you to scroll through it You can press that button as many times as you like to see data as far back as Pocket Informant Illustration 3 5 iPhone Agenda View shown all others similar has data When scrolling down or forward in time the list may bottom out this only occurs when Pocket In m AT amp T amp formant is loading more data to display Depending on how far into the future you are going you may
11. Informant has to run every so often to create these alarms This will usually happen naturally but you may still find a need to launch Pocket Informant at least once every few days to ensure these alarms get created Because of the 64 alarm limit if you have multiple alarms per event and task alarms you may find that Pocket Infor mant has only created 2 3 days worth of alarms Opening Pocket Informant up at least once a day will ensure that the alarms continue to get regenerated This is not a hard and fast rule as if you Illustration 5 1 Alarm symbol on a calendar event use fewer alarms you can go farther between opening Pocket Informant ee ee M O O Snoozing All Alarms This is not yet available but will be in a future release A Look At Video Of Warp Drive Test Alarms from Synced data Pocket Informant will create Alarms for data synchronized down immediately after the sync is com plete To confirm that the alarm has been created look for the alarm bell icon next to the event Thanin Car Wlaarbanad Can nthanll Alh Tim 57 7 Chapter 6 Synchronization In this chapter we will discuss and explain all currently available sync options J Synchronization Illustration 6 2 Sync services currently available in Pocket Informant Overview Illustration 6 1 iPa Sync Method Sync Via Events Tasks Text Notes TT ee ee eae aa Syncing is a way that Pocket Infor mant can share data with various data source
12. Informant will not sync when it is initially opened from the background Desktop Sync Windows Only Illustration 7 8 iPad Sync Settings shown all others similar iPad 13 34 re General Settings G Appearance O Today Settings Shake to Sync AutoSync Every 30 Minutes Sync Services Ki Calendar Settings G Google Calendar Vv Task Settings Sync Settings gt le Task G Google Tasks amp Toodledo Pocket Informant Online a Advanced Subscribe to our Add Sync Service Newsletter Pro Tips 2 50 26 Email Settings To enable the desktop syncing with Outlook for Windows simply turn this switch to On To disable desktop syncing simply move the slider to the Off position Pocket Informant will need to have been previously paired with the PC and be on the same network as the PC for sync to operate properly At this time it is not recommended to set desktop syncing to automatic unless you will be using your device exclusively on the same network as the paired PC at all times Check this doc link Please see the WDS Sync docu ment at htip webis net for detailed information on configuration and use of the Outlook sync feature Google Calendar Tasks To enable syncing with Google Calendar Tasks turn this switch to On To disable syncing with Google Calendar move the slider to the Off position Toodledo To enable syncing with Toodledo turn this switch to On To disable syncing w
13. O mi 4 button at the top of the screen Today Calendar PEELS Contacts Notes You can add an event or task by simply holding down a specific day this will take you straight into the create event or task dialogue Or you can use the event and task add buttons in the top right of the view The Month View see page 28 is very similar to the Week View in its behavior Swiping left or right allows you to navigate between months Tapping the month name brings up the Jump to Date picker discussed above Tapping on a specific day will bring you to the same horizontal detail Week Row View described above 10 Church 6 10 Church 15 Recur 13 10 Church 20 10 Church 27 10 Church ty 2012 Sat Notes Apr 29 30 May 1 2 3 4 5 EED famy in Colo 7 30 invent Tr 8 School Pro 9 Marketing 6 Test Transp 11 Visit to Ura 15 Recur 53 10 Golf Lesso 12 Lunch with 10 Golf Lesso 15 Friday Afte r 8 9 10 11 12 13 35 Red Ba OTD ETAD Discuss ou a ON 13 45 Charlie 0 iOS test 2 tr 8 Start Plans 10 Golf Lesso 8 Connect S V 14 Snoopy 10 Golf Lesso 10 Ponder Th 13 Craft Tran 8 Going Deep 14 15 16 17 18 19 CHIL y Teleport 8 Try to Find 8 Invent New Tasks 7 30 Teleconf 8 Get Tutorin 7 Celebrate if 10 Golf Lesso 9 Launch Cab 10 Being Dev 9 30 Remind 10 Train For S 13 Look At Vi 12 See if Flux 4 21 22 23 24 25 26 ey 2 Press Confe 9 Meet With LSAS LLa 10 Golf Les
14. Organize phase of GTD Every regular To Do that requires more than one physical action to achieve becomes a Project These Projects are tracked and periodically reviewed to make sure that every Project has a Next Action associated with it and thus can be moved forward For example you may need to fix the alternator on your car This one To Do becomes a Project and the subsequent Tasks might be e Look through phone directory for a mechanic e Call mechanic e Ask about estimated costs to fix the alternator e Schedule an appointment Bring car to mechanic e Pick up car The next uncompleted action in this Project becomes the Next Action This type of list allows you to easily see what you have to do to complete a Project and organize your time more effectively We commonly get stuck with simple tasks Fix Alternator on our list that we keep procrastinating because we have yet to accomplish the first step This process breaks down the steps and makes it mentally easier to process and complete Now couple the list above with Contexts Contexts can be thought of as a physical location Such as Grocery Store or a mode of operation such as Phone Call or evena time of day For example Call Mechanic would potentially be associated with a Phone Calls Context The next time you are making a phone call you can look at your Phone Calls Context and see that this would be the perfect time to complete all Tasks that require a p
15. Schoo 9 00 Marketing 6 00 Test Tran 11 00 Visit to U GUNA Crem airs SM TWT aeons os eerie 10 00 Golf Les 12 00 Lunc 10 00 Golf Les 15 00 Friday Af y ae a 11 00 Test 18 30 Karate T 11 00 Resolve 16 00 Weekly S 346087 22 23 24 25 26 27 28 17 00 Never E Hy 10 11 12 13 14 29 30 17 18 19 20 21 24 25 26 27 28 May 2012 6 7 8 9 10 11 12 i w 10 00 Church 1335 WO 9 00 Discus EERIE CHET 23 July 2012 2 a a ee 14 00 iOS past 13 45 amp Charl 0 00 iOS test 2 8 00 Start Plan 10 00 Golf Les 8 00 Connect S SM TWT Bay vi Det ae ae Pa 14 00 Snoo 10 00 Golf Les 10 00 Ponder T 13 00 Craft Tra 13 00 Check Li io 6 4 E 13 14 15 16 AN am MAMasting 13 00 Begin Ti 17 00 Never E 16 00 Learn Ba 8910 11 12 fe t 15 30 Review 16 00 Weekly a ae z 20 21 22 235 Wednesday May 23 2012 H 15 16 17 18 19 Fad soe ots oer y y lt 9 aes 19 00 Ballroom 4 re a 29 30 31 Events 16 17 18 19 TPHA B 6 00 Try Telep 8 00 Try to Fin 8 00 Invent Ne EW a egy August 2012 SMTW Gs Pay Credit Card 7 00 Celebrate 10 00 Golf Les 9 00 Launch C 9 15 Test Even M TWT CI 10 00 Train 13 00 Look At 15 00 Think 12 15 See if FI 192 4 5 6 s 11 00 Test me 14 00 Train 16 00 Weekly 56 678 9 10 11 12 13 5 Write A Novel 13 00 Call Ton 17 00 Never E 17 00 Practice 0 4 ie A Peseta 2 13 14 15 16 17 18 19 20 io 17 00 Prepare 19 20 21 22 23 24 25 26 27 20 45 3 26 27 28 29 30 21 45 iOS Repeat Test 3 z4 12
16. View and Numbers only mode Here is a little more detail for the other Month View cell options that were mentioned above Mini text shows the information in a very small font within each cell and can be configured with different options such as time display or with a colored background to make identification easier Numbers only displays a simple number in the cell much like the built in Calendar The icon view shows only the events with icons on them which al lows them to be identified quickly and easily On the iPhone a single tap on a day will take you to the Month Detail View Here you will see the currently selected week as a row of cells along the top of the screen The cur rent day will be indicated with a red circle around the date The selected day will be shaded in light blue Below the row of cells is the list of events or tasks if enabled for the selected day Individual items can be tapped from the list to view edit their details The row of week view cells at the top of the screen can also be scrolled left and right to Today Calendar LERLE Contacts Notes uill AT amp T gt 16 07 4 77 m Y Return to month view y Sun Mon Tue Wed Thu Fri Sat May 20 21 22 f 24 25 26 Press Co Pay Cre Publish N Fill in for Golf Less Write A Golf Less iOS Repe iOS Repe Events 4 Pay Credit Card i 4 Write A Novel 20 45 To 94 45 iOS Repeat Test E YR e Today Calendar Tas
17. and look at the main settings screen Near the bottom of the view will be the version number take note of that number then go out to the App Store and search Pocket Informant when you find it the version number will be displayed If the version that you are using is a lower number than the one dis played please update and see if your issue persists Many of the tips below are from our excellent tech support department and are some of the most commonly seen issues I m Syncing Syncs are not working Syncing is a mission critical part of Pocket Informant and can occasionally have difficulties for several different reasons If a sync fails all syncs except WDS first please retry the sync perhaps on a different network or if your device has 3G 4G or LTE try syncing on one of those services If the sync continues to fail go to your Pocket Informant settings advanced logging and tap the option to log sync data Then try the sync again if it fails again which it likely will please go back to settings tap help then tap the action button in the top left of the view and tap the email logs button Be sure to enter a detailed description of the prob lem and send that to us This will automatically open a support case and will provide us with the initial data log file that we will need to see what is going and help us to find a solution For WDS sync its best to go ahead and open a case with support as there are a great many more variables with
18. and the action button Tapping the trash can button on the lower left side will delete the Status Busy Event being viewed The duplicate button with the sign will copy the event and open the editor for the Family duplicate allowing the user to edit the details before saving The Template button will make a template out of the event and save it to the templates list The last button looks like an envelope with an arrow on it It is an action button that will allow the user to e mail al ATET gt 16 04 78 mm Return to month view ff r v the event or convert it to a task Sun Mon Tue Wed Thu May6 7 15 Recur 15 Testin 15 Testin 0 iOS test In the Task Detail view the options are similar at the bottom of the screen from left to right the four buttons Events are as follows Delete trash can icon Complete OSATA puede plus sign al paper behind it and the action button Just like with the events tap ping the trash can will delete the task tapping the check mark will complete the task tapping the dupli cate button will copy the task and open the editor of the copy Tapping the action button will bring up a set of new buttons that allow different actions to be applied to the se lected task The options are to to convert the task to a project more details on this are in the Tasks Section convert the task to an appointment save the task as a template which will add it to the task template list or email th
19. are listed below Any elements set to On will be visible in the Today View Illustration 7 5 iPhone shown all others similar o ul AT amp T 16 57 Next Actions Displays tasks that are marked with a Next Action Settings Today Settings Tasks Completed Select sections to display Shows the tasks completed today Next Actions Alarms Shows the alarms scheduled for today Tasks Completed Attendees Displays the names of the attendees for Todays events Alarms In Progress Tasks Attendees Will show all of the tasks that are in progress for that day In Progress Tasks Tasks Starting Will display all tasks starting today Tasks Starting D ri Starred Tasks Starred Tasks This setting will show all of the starred tasks for today gt Q fana Search 81 Calendar Settings Manage Calendars In this area of the settings you can set up various Calendars and choose color representations for each These settings will affect how Events show in the various Calendar Views The default Calendar is clearly indicated in the listings This means that unless otherwise specified an Event will default to this Calendar The default Calendar can be renamed and re colored if you choose but it cannot be deleted until you make a different Calendar the default More Calendars can be added by pressing the Add button in the upper right of the Navigation Bar Tapping an existing Calendar will bring up the color pal ette and
20. close geographical proximity to the address in the context Requires a device with 3G 4G LTE connection abilities this is not supported on Wi Fi only devices The notification will let you know that you have an active task at the location This group is not visible when in the Franklin Covey task mode as it like the Inbox doesn t really serve a purpose in this particular task mode Contexts are not available in the Simple Task Mode Creating Contexts Contexts are created in one of two ways e While in Context View you can scroll up above the first Context and press the Create Context button e While creating a new Task you can create a Context in the Context list It is important to note that if you are going to use the context locations that you turn on the location alarms and select an address when creating the context Ad dresses need to be entered in the following format to be as accurate as possible Address gt City gt State gt Zip Otherwise they may not be found If Pocket Informant doesn t seem to find the address you are looking for try entering some variants of it Tagged Tags are a way to create a unique identifier for your task When in the Task creation mode you can assign a tag to your task this is essentially another filter method The de faults are family and work Tags assign a color and can be viewed when you look at the task detail You can quickly know what the tag is by the color for example blue is fo
21. in the event view to be taken to the map view A new sub feature here allows you to hold a point on the map which will drop a push pin on that location Entering a city or address that is close to where your event will take place North gets you started then you can using normal scrolling gestures cigs Atlantic ca find the exact location on the map and drop a push pin there a Informant Would Like to f Use Your Current Location That will the the location assigned to your event If the location Location See p SYA doesn t have a name i e Coffee Shop then you will need to enter E o Context Location Notifications and y Event Location Mappings a name This name will then be displayed on event as the loca tion This feature is not to be confused with the context location available with tasks and which will be explained later in this guide i 7 Indian Don t Allow Oe M Ocean In 2 5 it is possible to add multiple events to an item and to have a library of map bookmarks so that you can recall locations quickly when creating new events or tasks Addresses need to be en tered in the following format to be as accurate as possible Ad dress gt City gt State gt Zip Otherwise they may not be found If Pocket Informant doesn t seem to find the address you are look ing for try entering some variants of it 22 Meeting Requests Select the Attendees cell within the Event creation window to pick an attendee f
22. locations on a task or an event Pocket Informant now allows you to bookmark your map locations and keep them in a library so that you can call them up quickly for use on other tasks or events Simple Task Mode This new task mode is a basic To Do list It operates in a similar fashion to the native Reminders application Nothing fancy here just a basic list that shows active and overdue tasks This view can also display tasks in their folders This setting mirrors the task operations in Pocket Informant GO Dropbox Support Is Now Available Pocket Informant now supports Drop Box integration for its database files and for voice notes This means that you can now backup your Pocket Informant data preferences and voice notes to your Pocket Informant Dropbox folder It is also possible to fully recover the backup files directly from the Dropbox back into Pocket Informant For example if you had a second device running Pocket Informant or had recently reinstalled the application you can recover your data settings and voice notes easily and completely from Dropbox Revised Calendar and Task Filtering The user interface for calendar and task filtering has been revised in a simpler design that is just as effective as its predecessor yet is much easier to use Getting Familiar with Pocket Informant Introduction Pocket Informant is designed to be easy to use Every feature in Pocket Informant is designed to be as intuitive and simple to access as p
23. menu f Completed just below itself This groupings menu slides left to right and will Saari Grows 6 group the tasks in the view by the selected grouping The next but ton in this view is a magnifying glass or search button tapping this button will open a menu that will allow you to search a task or add a task The next button is the task add button this button allows you to add new Task items In the Today View tasks that are overdue will show both in the In Progress area and the Due Today and Overdue areas Using the multi select button on one occurrence will automatically select both The task view has been revised with regards to the display of parent and child tasks The parent and child relationship is maintained throughout all of the task grouping and views except completed Also in the view child tasks can be collapsed into the parent task to simplify the view or expanded to see all of the child tasks of the parent Currently the Pocket Informant task view only supports one level of child or subtasks Tasks with the title showing in italics are tasks that are due in the future 35 Multi Select Delete Complete Edit You can select multiple tasks and edit their details in one step or make simple group wide edits When selecting multiple m ATT 8 42 7 96 lee tasks you will notice a menu coming up at the bottom of the screen which has three buttons that are detailed below Groups II Completion Tap for Detail ST
24. newsletter The subscription area for the newsletter is on the main settings screen right above the version num ber New Color Themes iPhone iPod Touch only On your iPhone or iPod Touch Pocket Informant now has color themes Try them all and find out which one suits you the best The new color schemes dramatically change the Pocket Informant user interface and add a new level of customization to the iPhone and iPod touch devices Improved Task Hierarchy Display The improvements in the tasks with children view were driven by feedback from our users Now in the Task View and the in the Today View parent tasks can have the child tasks collapsed into themselves Or a parent task with children can have its view expanded to show all the children Also new is the fact that families stay together this means that regardless of the grouping the parent and child tasks will be displayed together making it very easy to identify the task families at a glance Better and Faster iOS Calendar Support Pocket Informant has better iOS calendar support We have rebuilt this feature from the ground up for better speed and reliability We are still bound by some of the iOS calendar limitations however the access is much quicker and the screen wipes that sometimes occurred when using the iOS calendar support are fixed Calendar View has a new less obtrusive current day indicator This change in how the current day is indicated in the calendar Month View was again the
25. result of feed back from our users The red circle now indicates the current day The red color makes the current day easier to identify while not being obnoxious in doing so Revised Settings Menus The settings menus have been updated with some new additions to the advanced settings area resulting in some simplification of the more com mon settings menus Be sure to check the Advanced section in the settings to see what s new in that view iOS Calendars Can Now Use the Pocket informant Editors Sometimes it can be confusing when you re in Pocket Informant and want to edit an iOS Calendar event the editor was the actual iOS calendar editor For some users this was unsettling and confusing Well with this release that is no longer an issue You now have a choice in the settings you can decide if you want to use the iOS Native calendar editor or the Pocket Informant editor The Pocket Informant editor will only show those items that are sup ported by the iOS calendars Settings Can Now Be Emailed for Backup and Restore Purposes So you ve gotten your Pocket Informant settings exactly the way that you want them and you have an other device you want to install Pocket Informant on and use your same settings Or perhaps you just want to backup your settings It is now possible to email a settings file for use on another iOS device with Pocket Informant or for a backup file Tasks and Events Support Multiple Locations It is now possible to set multiple
26. right to move between weeks in this View Tapping a day cell on the iPad will open a Thu May 17 2012 i May 18 2012 ee ee M M ee summarized view of the day items in this view can be tapped to see even more detail or to be edited It is SOY o ROG as eee oe want re es 10 00 Golf Lessons ff 9 00 Launch Cable Netw also possible to add tasks and events from this view Simply tap the X in the top left of this view to exit it 13 00 Look At Video Of 12 00 See if Flux Capacit Sat May 19 2012 i Sun May 20 2012 LEFFE ge A TECT T E a a E t Tapping a day on the iPhone will will take you to another view known as the Week View Detail Here you will Play NFL Football 10 00 Church Ti see the currently selected week as a row of cells along the top of the screen The current day will be indi cated with a red circle around its date the selected day will be shaded in light blue Below the row of cells is Mon May 21 2012 Tue May 22 2012 2 00 Press Conference 9 00 Meet With People the list of events or tasks if enabled for the selected day Individual items can be tapped from the list to 11 00 Receive Award For 10 00 Golf Lessons i i i i n 17 00 Attend Award Ban 13 00 Examine Sludge In view edit their details The row of week view cells at the top of the screen can also be scrolled left and right to go to dates in the future or the past To go back to the Week View simply tap the Return to Week View
27. see a button that says Link with Drop Box Click on that and you will be redirected to dropbox com You can then sign in with an existing account or create a new one After you do that all of your files will be automatically synced to your Drop Box account In the future when you come back to this section it will say Linked with Drop Box so you know your files are being backed up This is an all or nothing sort of backup when it comes to recovery What we mean by that is selecting a backup from DropBox and restoring from will overwrite everything in your Pocket Informant installation Settings and data will all be overwritten with the data from the backup file This feature makes copying settings and a database across multiple devices very simple In an enterprise environment an unlimited number of iOS devices running Pocket Informant can be configured identically also for our users that use and iPhone and an iPad together this type of data transfer can make setting up your second and third devices very sim ple and efficient Database Management Database Illustration 7 9 iPhone shown all devices similar al AT amp T gt 13 45 Settings Advanced Database Backup Restore Dropbox Backup Restore Database Management Database Statistics General Settings Application Logging Alarms gt Allow Alarm Notifications For gt Q gt on v In this section if needed you can completely erase the Pocket Informant dat
28. service can be selected and assigned to the individual task provided that the sync service is task compatible 69 Calendars Folders Projects Contexts to Sync When you setup the synchronization you must choose which Cal endars for events only to sync with Once a Calendar is synched it will not be deleted if you remove it from the sync list This is useful when syncing unchanging public calendars such as Holidays To remove a Calendar from Pocket Informant visit the Create Edit Calendars screen in Settings to remove it It is impor tant to note here that Google Sync now has an enforced rule of once a day syncing of calendars that are ICS imported and a once a week sync for holiday calendars This greatly speeds up the sync process If you are syncing your data to more than one sync source it is very important to understand how this process works When you set up a new event sync you will need to select which calendars will sync to that source if you do not do this than any calendar available will be added to that sync source when the first time sync occurs Calendars can only be synced to one sync source at atime If a new event sync source has no available calendars it will create its own some of these will likely duplicate calendar names already in use when this happens the calendar name will show its sync source name in parenthesis Tasks contexts notes and Folders Projects must be assigned to a sync service in order to sync
29. set up Pocket Informant to sync with Google Calendar and you will be set If you are using Outlook on Windows 1 Download Google Sync for Windows 2 Set up Sync so that it syncs up to Google 3 Set up your Sync settings in Google Calendar s settings For over the air Google Exchange Sync 1 Set up your iOS Device to sync with your Google Calendar using Google Sync for iPhone For USB iTunes Sync 1 You re done iTunes will sync your Outlook data to the built in iPhone calendar and the Google Outlook Sync will sync your Outlook data to Google Calendar If you are using iCal on the Mac without iCloud There are multiple ways to get your calendar data to Google Calendar 1 Purchase third party software such as SpanningSync or BusySync This is the easiest solution however it is an extra cost You could use the trial versions of these packages task the initial import export 2 There is a free option called Calgoo that is recommended by some but has not been tested by WeblS 3 Free method Export your iCal calendars one by one to your desktop Go into Google Calendar and create each calendar Import the data from your iCal Exports Use the Google Collaborator application to have iCal directly sync to your Google Calendars via CalDAV 65 ToodleDo This sync method is very popular among Pocket Informant users ToodleDo is a task and notes sync service The all AT amp T 15 52 2 98 m instructions for setting up the Toodl
30. the current selection to None such as the start date or time When using the None option the date PP 3 P 20 21 22 23 24 25 26 picker will disappear 27 28 29 30 31 1 2 3 4 5 6786 Repeat iIn this field you can set a recurrence pattern for your task See Recurrences later in this guide for specific infor mation on how to use recurrences Not Available when using the Simple Task mode 17 End Repeat In this field you will determine the duration of the recurrence pattern that you set up Not available in Sim ple Task Mode Add Alarm lIn this field you can set a reminder alarm for your task The alarm can be set for the date of the task or days before the task It can also be set to go off at a specific time if you choose to have an alarm on the day the task is due Multiple alarms can be set for a task Context Contexts can be added in this field If there are already contexts existing you can select one from the list if you need to add a new context that can be done from this view by simply typing in the name of the new context and tap ping the button That will create the new context and assign the task being built to it See also Context Location Alerts on page 6 of this guide Folders Projects Depending on your chosen task mode this field will appear either as Folder or Project In this field you can select a folder or project for your new task to be assigned to If need be you can also add a fo
31. the event in Google as those types of features are not directly supported in Google When this feature is enabled Pocket Informant is looking for this data in the data it is syncing in So if you have to do a reset sync or a first time sync as long as your data has the metadata with this enabled Pocket Informant will be looking for that data and will sync it in to the appropriate slots If you edit the event or task with metadata and assign it to a different calendar the metadata will not sync to the new calendar selection it will only sync to the original calendar that the item was as signed to Certain recurrence patterns can cause a slight differential between Pocket Informant and Google calendar Outlined be low is how this instance works Say you create a recurring event starting on Jan 16 2012 Set the event to repeat the fourth Sunday of every month In Google you ll see two instances of the event one on the 16th where the event pattern starts starts then one on the 23rd the 4th Sunday Pocket Informant will only show the one on the 16th then it skips to the next month 4th Sunday be cause it assumes it already did the event for the current month In nutshell if you build a recurrence pattern where the first occurrence of the pattern takes place before the actual pattern starts like the example stated above Pocket Informant will only show one occurrence for the pattern in a given time frame as in one month for example given Wherea
32. the iOS interfaces that we re using to access the calendars As Apple improves these interfaces so will our support of them We are not syncing data but reading the data directly Pocket Informant is not a bridge between the iOS calendars and Google Syncing with Google Pocket Informant Online or WDS does not mean that your iOS calendar items will show up there iOS events do not sync to any of the current sync services iCloud comes into play here only in the fact that it will sync the native iOS calendar data to its own calendars 13 Chapter 7 Settings Detailed explanations of the Pocket Informant Settings can be found here v Settings View The Settings View allows you to see and set all of the options in Pocket Informant One of the great features of Pocket Informant is the flexibility it affords you the ability to con figure it to what fits you the best iPhone screens are shown here but all devices are similar You are encouraged to try out the different settings to see just how flexible Pocket Informant is and to find a custom Carrier 4 01 PM fit that maximizes all that Pocket Informant has to offer The settings are divided into six categories listed below Help Settings First There are two important buttons at the top of the screen Sync t General Settings gt This button on the top left of the screen will initiate a sync with all of the active sync services in Pocket Informant
33. the varied ways people are using the application Our forums htip www pocketinformant com Forums index php s cba2d2409826c2ecatc7ee353710c493 amp showforum 60 are a great source of help and general information to help you get the most out of your purchase Please look at our list of knowledgebase articles in case you have an issue before you contact us for support MetaData Metadata can only sync to one sync source Changing the sync source of an item with metadata will not sync that metadata to the new sync source All Day Events Limit In a single day Pocket Informant allows a maximum of 20 all day events IOS Events Do Not Sync iOS Calendar events cannot sync with any of the sync services currently available in Pocket Informant They are provided to Pocket Informant by directly accessing the iOS Calendar database Day View All Day Events Limit In the Day View Pocket Informant can only display 3 all day events More than 3 all day events will be indicated with a more button than can be used to view them When Deleting a Task Project or Folder that Syncs to ToodleDo The tasks will be moved to the default list Once All Day Always All Day With the exception of events on iOS calendars when a recurring event is set to the all day status that event will not be able to be edited back to a timed event Some of My Old Events Are Missing If you see this the first thing to check is the calendar that is missing the older
34. to use this software for any purpose including commercial applications and to alter it and redistribute it freely subject to the following restric tions 1 The origin of this software must not be misrepresented you must not claim that you wrote the original software If you use this software in a product an acknowledg ment in the product documentation would be appreciated but is not required 2 Altered source versions must be plainly marked as such and must not be misrepresented as being the original software 3 This notice may not be removed or altered from any source distribution 101
35. wi ecure Funding i Next Actions CEEE Toy Today the child task through various groupings even if the a Groups group the child is in doesn t match the parent this can i Active be customized in the Advanced settings Va In Progress 5 Indentation does not occur in GTD Project view but overdue r does in Franklin Covey Project view because Project am View is user sorted and as such the user can move the p 1 tasks in any order which would conflict with the sub task 7 1 gt Inbox Ge display E 7 amp Folders lt gt Start A New Company P Pocket Informant only supports one level of subtasks q Contexts EEE Toiy Today Sub tasks will sync with Toodledo Pro Pocket Informant Online and i D Tagged Google Tasks but not iCal Outlook or non Pro Toodledo accounts Starred Next Actions Child Subtasks can be collapsed or expanded under the parent task Groups The control for this is the arrow at the far right of the parent task An i All Active 3 arrow pointing down indicates that the child tasks are being dis amp Progress J played An arrow pointing right indicates that the view is collapsed and the Ay Overdue child tasks are rolled up and out of view Due Today Tomorrow 4 l Undated The children will follow the parent task if the folder project is changed 5 Jf Completed Today Tasks with Comments oY Completed Smart Groups A Reel
36. 0 Build A R 10 00 Golf Les Trash Bill Du a s thanks to the extra screen real estate tapping on any of the aa i 1000 Tes 1000 Gol L s 9 00 Entar Car aone tee i m CLL 14 00 cce s nl 10 Start a oo months will change the right side view to that month 2000 S9 Wea I 2012 13 00 Sign End a Sun Mon Tue Wed Fri Sat 14 00 Start Pro e A similar feature is available on the iPhone and iPod Touch By double tapping on the calendar button in the tab bar the Jump to 8 School 9 Market 10 Golf L 12 Lunch 10 Golf L 15 Friday Date dialogue will open 11 Test 15 Recur 11 Resolv 15 Recur Fi 8 9 10 11 13 35Re ZD QIED 9 Discuss 13 45 Ch 0 iOS test 8 Start PI 10 Golf L 8 Connec 14 Snoop 10 Golf L 10 Ponde 13 Craft T 8 Going D 15 Home 14 Meetin 13 Begin 17 Never 13 Check 14 HEIS 16 17 18 6 Try Tele 8 Try to Fi 8 Invent EVA 7 30 Tele 8 Get Tut 7 Celebra 10 Golf L 9 Launch 10 Being 9 30 Remi 10 Train 13 Look A 12 See if 16 Sell Tri 10 Golf L 11 Test 14 Train F 15 Think 21 22 23 24 29 2 Press C 9 Meet Wi 10 Golf L 8 Publish 11 Receiv 10 Golf L AUG W 16 Testin 15 Attach 17 Attend 13 Exami 17 Never 16 Weekl 18 Cross 28 29 30 31 Juni 2 9 Call Ton 5 Travel T 7 Build A 10 Golf L 10 Test D 10 Golf L 9 Enter C 17 Never 16 Week 14 Accep 17 Ponde 10 Start 20 Watch 11 Win R O E RBR 4 10 Churc 6 Test Tra 11 Visit to L EN
37. 0 Learn Ballroom D Practice playin 15 30 Review Transport 16 00 Weekly FogBugz 19 00 Ballroom Dancing lt b pal sepugjeg A 8 00 Try to Find Transpa Get Tutoring Fr 7 00 Celebrate if make 10 00 Golf Lessons Jemind Clone To T 10 00 Train For Satu 13 00 Look At Video Of 14 00 Train For Wee Install Flux Capaci 13 00 Call Tony Stark a 17 00 Never Ending Rec 16 00 Weekly FogBugz 17 00 Practice Football Blip on ios Meet With Daft Pu vleet With People F 8 00 Fill in for lead singe Golf Lessons Write A Novel 10 00 Golf Lessons 8 00 Weekly Test iOS Test 20 45 iOS Repeat Test 10 30 iOS Test Examine Sludge Cross Great Divid 16 00 Testing iOS Repeat Test 17 00 Never Ending Rec 20 00 Test Event 7 00 Build A Race Car in Colorado Travel To lowa to ta 9 00 Enter Car In Race 17 00 Never Ending Rec 16 00 Weekly FogBugz UCEUEIIE T Golf Lessons 10 00 Start Race 8 00 Weekly Test Ponder The Meani 11 00 Win Race Watch Bonanz 12 00 Celebrate Win 13 00 Sign Endorsemen 14 00 Start Promotional 33 Task View The main task view is divided into three sections The first part of the view shows various groupings These include among others Illustration 3 9 iPad Main Task View Shown iPhone iPod Touch Similar the inbox folders projects next actions and more Under that is the Pad 93 Imm Groups area here you will see the predetermined groups that p Y Pocket Informan
38. 11 00 Receive Award For N July 2012 17 00 Attend Award 3 J L Wed DA gt af eu E ev E9 l a e 9 30 31 az xciv iein mj Pay Credit Card Write A Novel hsa an ae _ August 2012 S MTW TF S 1 2 3 4 a 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 O 27 28 29 30 31 T 52 Chapter 4 Templates and Filters In this chapter we will detail how to use templates and filters The 2 5 release of Pocket Informant brings with it a major revision to the filter interface ee ee a O a T a a n o i w w d i rr i S a M yO lt w w w Tem plates Carrier gt 4 29 PM Templates are a way to create preset events or tasks that you can apply to event or tasks while editing You can create tem plates by tapping on the action button of a task and selecting make template Or any event from the detail screen by pressing the template button or by visiting the i Settings gt General gt Manage Templates screen The iPhone iPod Touch and iPad tem G plate buttons are shown v Test Template For Events General Settings ETRE Te Tem plates Events Event Templates Add New Template Event templates are like a pre filled in form for events You can set the time calendar alarms and several other event at tributes in the template when you apply that template those pre selected attr
39. 5 26 July 20 h GEA 2 00 webis Sn 8 00 Publis 8 00 Fill in for SM TW S ACER CI 10 00 Golf Les 10 30 iOS Test 8 00 Weekly T z 20 45 iOS Rep 10 30 iOS Test 15 00 Attach W 20 45 iOS Rep ME a 16 00 Get Cod 16 00 Weekly gt T r 16 00 Testing 20 45 iOS Rep 15 16 17 18 p 17 00 Never E 22 23 24 25 20 00 Test Eve 29 30 31 30 31 Jun1 2 D 7 00 Build AR 10 00 Golf Les CQL CE August 2 9 00 Enter Car 17 00 NeverE 16 00 Weekly QfeRuNelinere S M T W s 10 00 Start Ra 8 00 Weekly T 1 T 11 00 Win Rac 5 67 8 c 12 00 Celebrat 12 13 14 415 13 00 Sign End 19 or 34 Sp 14 00 Start Pro 26 27 28 29 STOOD nN o pnw MN N Nh DNAD TN owWnon Ww O N NN a b JOG TN GW NH a EQ Genro 2012 Tue Wed Thu Fri Sat 5 1 2 3 4 Amy in Colorado Amy in Colorado 7 30 Invent Tri Cordera KAZE on EMTs Rockford Files Marath School Program 9 00 Marketing Meeting 6 00 Test Transporter Te 11 00 Visit to Uranium G Golf Lessons 12 00 Lunch with Wif 10 00 Golf Lessons 15 00 Friday Afternoon Test 18 30 Karate Test 11 00 Resolve Matrix for 16 00 Weekly FogBugz 17 00 Never Ending Rec 9 10 11 12 9 00 Discuss Quantu OS test 2 transplan 8 00 Start Plans For Ca 10 00 Golf Lessons 8 00 Connect Small Tow Golf Lessons 10 00 Ponder The Color 13 00 Craft Transparent 13 00 Check Life Form T Meeting With War 13 00 Begin Time Machi 17 00 Never Ending Rec 16 0
40. 5 86 mm Settings Calendar Settings Week Setup Standard 7 Day gt Tap Day In Week View ore Opens Detail View Na Week Orientation Left to Right gt Month Cell Style Mini Text inc gt Day View Maximum All Day 4 Events To Show 4 ex Week View Time Bars First Day of Week Week View Current Day gt Settings Calendar Settings First Day of Week Week View Current Day gt Month View Sun gt Tasks in Calendar View Day C OCE Week cx Month i OFF TY Search Settings 83 List Tasks in Calendar View If enabled this setting will show tasks in the list view Day Tasks in Calendar View If enabled this setting will show tasks in the day view Week Tasks in Calendar View This setting will enable tasks to show in the week view Month Cells Tasks in Calendar View When enabled this setting will show the tasks in the month view cells Method Types of Tasks To Show This setting determines what kinds of tasks are displayed in the calendar views The choices are Due and Overdue or In Progress Show Overdue Today Types of Tasks To Show With this setting enabled the overdue tasks will show in the calendar views Show Completed Types of Tasks To Show This setting will display the completed tasks in the calendar views if enabled Illustration 7 6 iPhone shown all devices similar uil AT amp T 11 36 Settings Calendar Settings Day lt I OFF Wee
41. Month Cell Style View Specific Settings You can determine how the days will appear in the Month View There are five different choices Number Only Time Bar Mini Text Mini Text including time and Mini Text w Colored Background Number Only Will display only the number of the day in the Month View Time Bar Will show the time bar in the day when in the Month View lcon Will only show item icons in the Month View Mini Text Will show a portion of the description in the day Mini Text including time Shows the same as Mini Text but adds time to the display Mini Text w Colored Background This setting will display the event info with a colored background The background color will be that of the calendar that the event is attached to Day View Maximum All Day Events To Show View Specific Settings This setting will determine the maximum number of all day events that will be visible in the day View before scrolling will be needed to view them all The numbers are None then run from 4 10 Week View Time Bars View Specific Settings This setting will toggle the time bars on or off in the week view Week View First Day Of Week This setting will determine when in the week view what day will be displayed at the top of the view The default setting is the current day Month View First Day Of Week This setting will determine what day shows as the beginning of the week in the month view The default is Sunday ull AT amp T 11 3
42. Pocket Informant Pro and iPhone 2 50 User Guide A a o ma ha pon rn o aw WEB INFORMATION SOLUTIONS INC O20 0 04 2 a w i a ee Ne a ee ee H Chapter 1 w 7 w e w w ere eee eee a u a IE lt eS e e e e o o a amp a w w ee wr O a a a OO ae ee a oe a gt wr lt _ w w w a w w a Here you will learn the system requirements how to install launch and uninstall Pocket Informant Before Getting Started System Requirements Pocket Informant requires the following minimum configurations iPhone 3G to 4s iPod Touch 2nd to 4th generation or iPad e IOS 4 2 or higher Getting Started Installing Pocket Informant Pocket Informant can be installed from a computer by way of iTunes syncing with your iOS Device or over the air from the App Store directly to your device Special Installation Instructions Pocket Informant HD for iPad is now Pocket Informant Pro This is an important item of information because the Pro version is a universal application meaning that it will run fully optimized on either the iPad iPhone or iPod Touch The iPhone version is still just that Pocket Informant for the iPhone iPod Touch only Outside of the universal status Pocket Informant Pro a
43. Pod Touch This tool bar is located at the bottom of the screen and is the method used to toggle between the different View options Scroll left or right to see more but tons Additionally the buttons on the Tab Bar can be rearranged To do this simply hold a button until it shakes then drag it to the desired position To change the appearance of the Tab Bar swipe in an upward motion across it This gesture will toggle the Tab Bar through its various view options In the example shown on the right the tab bar is displayed in the Black Leather Theme Today Calendar Navigation Bar iPad This tool bar oper ates very similarly to its counterpart on the iPhone iPod Touch Itis located at the top of the screen under the iPad screen header There are different options in the Navigation Bar depending on the View you are in The more common buttons that you will see here are are the widescreen add button and filter button In all views a search field is present When in landscape mode or when opening a menu por trait view additional buttons may be visible for other functions in that view Navigation Tabs iPad These colored tabs are located along the right side of the screen and are used for navigating through the different views of Pocket Informant Simply tap the tab of view that you would like to see Gestures Pocket Informant supports many of the built in iOS gestures with more coming in future releases In addition to left and r
44. Setting up the rule Managing the rule s Seeing the rules in use tll AT amp T A 11 32 4 88 ma A Groups A Completed Tasks OFF i C Meetings Rule gt Undated gt Priority High Due in 5 Days gt Priority es O a y Y Completed Today gt And Personal Tasks gt O Tasks with Comments gt Or lt S Completed 197 gt Smart Groups G C Meetings Rule gt C Due in 5 Days 1 gt C Personal Tasks gt O BO e O D E lw e Today Calendar Tasks Contacts Notes Today Adabu Len ccd oe Today Calendar Tasks Contacts Notes AA Task Creation Elements Summary When you create a Task you have many options within the Task screen Only the title is a required field In the Advanced Settings of Pocket Informant you can configure the task editor to your liking by turning off in the editor the fields that you don t use This is gen eral information Simple Task Mode does not support all task editor options Start Due Time A start or due time can be set on tasks with a due date These tasks will be marked as overdue after the specific due time Dates Pocket Informant allows you to set optional start or due dates for a Task Repeat Recurring Regenerating Recurrences do not show up in the editor until you have added a due date to the Task The recurrence rule you set can be applied to the completion date of a Task or to the assigned due date For example if you set a Task to recur weekly on the co
45. Title In this area you can type in a location for your event It can be as precise as an address complete with ji 5 Carrier gt 2 09 PM city state and zip code or as basic as conference room Cancel Dates Event Location Manager This button will open up the map view and allow you to precisely choose the geographical location of your event See Event Location Manager later in this document Date Time Picker In this area you will determine the duration parameters for your new task The date information is Due chosen by picking a date from the month grid Next you will want to set the year If your task is timed you will want to enter a start time Due dates and times are set in the same manner If the end time conflicts with the start time for example if you tell Pocket Informant that the task will start at 3 00 pm and will be due at 2 00pm on the same day you will see the time highlighted in red That is a signal that either the start time Jan Feb Mar Apr Jul Aug Sep o or the stop time will need to be adjusted Once the Time Picker elements are set simply tap the Save button to return ENEE EE back out to the main editor view In the calendar grid where the date is chosen the current day is easily identified by the 29 30 1 2 3 o blue coloring with black text The date being selected will be in a dark blue color with white text The red badge can be 6 7 8 9 10 Bag 12 13 14 15 16 17 18 19 tapped to change
46. To create a sync please do the following go to the settings and select Sync Settings then tap the Add Sync Service button Next you will need to select the service that you want to sync with For all services except Desktop Syncing from Toodledo you will need to enter your login credentials user name and password for that service then select the calendars you Upload all data as new want to sync to that service Once that is done press the First Time Sync button and the initial sync will begin T gt gt The graphic shows a list of the currently available Pocket Informant Sync Methods it shows how the sync takes place Marks all local data assigned to this account as and what are the main items that are synced with each method r a A d a aw Conic Toodledo This may produce duplicates if you do Reset Sync not clear Toodledo first Occasionally due to the variables in all sync processes it may be necessary to do a Reset Sync Regardless of the 59 sync method the reset options are the same and are outlined below Erase Local Data This will erase all of the local data in PI that is assigned to the sync account It will download all of the information from the sync source Using this method ensures that the data coming into Pocket Informant will mirror that from the sync source Any data in Pocket Informant that was not synced prior to this operation will be lost Using this method it is highly unlikely that your data would be duplicat
47. Tunes Then double tap the home button of the device hold the Pocket Informant icon until a red dash appears over it Tap that red dash and the icon should disappear This will indicate that the application has been stopped and is not running in the background Next in iTunes click on the device then click on the apps tab then scroll to the mid way point of the page into the file sharing area In that list click on informant This will open a list of files In this file list you will see a file named pim informantdata That is the database for Pocket Informant If you want to move the data simply right click on the file and copy it then paste it to the location of your choice Now you can resume using Pocket Informant BUT if you want to load your copy of the database or use the copy of the database that you emailed yourself then do the following from exactly where you are at in the file sharing area of iTunes Select the pim informantdata file from the list and delete it Now copy in the pim informantdata file that either emailed yourself or copied from another location device Once this file is copied into place you can restart Pocket Informant This operation does not move settings or voice notes Only the tasks events and text notes will be restored this way There is an alternate method for replacing the database from an email and this is to tap the database file in the email on the device This should cause the database in the email to overwr
48. Vo nV ot JELI EJ Groups P In Progress A Overdue Due Today Tomorrow Undated Y Completed Today Tasks with Comments lt S Completed Smart Groups Today Calendar D Tasks Contacts s Notes 43 Smart Groups Smart Groups can be summarized as user designed and designated filters There are two ways to create a Smart Group From the main Task View scroll down to the bottom of the view into the Smart Group area and tap the information button This will open the Smart Group management screen Tapping the button will allow you to name de fine and save your new Smart Group The other way to access the Smart Group creation and management screen is to go to Settings and Task Settings then tap the Manage Smart Groups cell This will take you into the same manage edit screen as mentioned above The Smart Group characteristics can be set to almost any task property or combination of task properties that you can think of Multiple rules can be set for a group and tasks can be filtered to the most finite collection Once the Smart Group is created the tasks that meet the criteria will automatically show up there Note that in the screen shots below there is a slider labeled Completed Tasks When this slider is set to on the created rule will also include completed tasks These tasks will then be visible when viewing the Smart Group Smart Groups are not available in the Simple Task Mode
49. When the Sync to is set on the task only folders and contexts assigned to that same sync serv ice can be selected and applied to the task Sync accounts with shared Calendars take substantially longer to Illustration 6 3 iPad Calendar Sync Selection Screen shown all others similar Cancel Calendars to Sync wsandlin5 gmail com _ Expense Tracker _ Family Test Gcal Sync _ Work _ Contacts birthdays and events Shared _ US Holidays Shared sync than your own Calendars because Google s servers take longer to respond for Shared Calendars 70 Calendars Sync Services to Sync effect what gets synced Calendars to Sync for events and sync services selected for tasks are very important because this is what identifies to Pocket Informant what gets synced to what account Only calendars events and sync services tasks selected to sync will sync For events the calendars to sync are set per the individual sync source any unchecked calen dars won t sync to that source but would be able to sync to any new sync source that would or could be added Sync Limitations There are some limitations to the sync services offered in Pocket Informant Task support with the WDS sync method and ToodleDo are reasonably robust in their support of the task attributes that are available in Pocket Informant Google Tasks at this time is not so much All of the basic information will sync however Pocket Informant task attributes that are
50. abase and essentially start over This would let you start from scratch for example and let you sync down all data from Pocket Informant Online Google WDS and Toodledo again NOTE This option will erase all local data Events Notes and Tasks Before erasing your data Pocket Informant will automatically make a backup of your database which you can retrieve using the above Backup Restore option It is very important to note here that with iOS calendar support turned on erasing the local or Pocket Informant data will have no effect on the iOS calendar items Within this section you can also reset your alarms The way that your iOS device handles alarms is actually quite simple When you create an item in Pocket Informant that has an alarm Pocket Informant informs the iOS Alarm Handler This alarm handler then notes when the alarm is needed and fires it at the appropriate time Sometimes this 89 service get confused and the way to correct it is to press the reset alarms button This function tells the iOS Alarm Handler to cancel all of the Pocket Informant alarms then it replaces them with all new alarm notifications The end result is that your alarms should work properly and fire as desired The Reset Cache option should be used if you experience unexpected behavior with the application This will clear the temporary memory that Pocket Informant was using and in a sense refresh it 90 Database Statistics Database a AT amp T A 13 45 81 iam I
51. add an address to an existing contact open to the contexts manager in the Task View turn on Location Alarms with the slider and tap the edit button This Illustration 7 7 iPad shown iPhone and iPod Touch similar iPad Heip Syne re General Settings G Appearance O Today Settings Ey Calendar Settings Task Settings gt C Sync Settings a Advanced Subscribe to our Newsletter Pro Tips 2 50 26 Email Settings Task Mode Standard gt Alarm Notification Sound BELL gt Task Tab Badge Overdue Count gt Show Project Stats Context Location one GY O Manage Smart Groups Defaults Start Date Due Date Default Task Priority will make all of the contexts editable Tap the context that you want to add an address to tap the mapping symbol next to the context name Enter the information such as store name or as much of the address as you have The map view will then move as close as it can to the desired address based on the information entered You can move the push pin on the map to the desired location then select the option to use this location Now there is a physical address associated with this context Addresses need to be entered in the following format to be as accurate as possible Address gt City gt State gt Zip Otherwise they may not be found If Pocket Informant doesn t seem to find the ad dress you are looking for try entering some variants of it 85 Show Project Stats In the ta
52. all of the variables inherent to everyones personal and business Wi Fi networks you may have to try different settings to find a WDS configuration that works well for you Be patient and please contact our technical support if you get stuck Once this is properly configured unless something changes in the network configuration you should not have to worry about it again and it should work reliably for you As of this writing the sync option of syncing Outlook to iCloud and iCloud to the iOS calendar on your device is not a direct replacement for the WDS sync There are several reasons for this First is that the native calendar support that Pocket Informant has doesn t support tasks this is a developmental limitation that we are working to overcome Second is that the the use of WDS allows users to take advantage of more of the robust features that Pocket Informant offers for both events notes and task syncing 63 Google Calendar Google Tasks Google Calendar and Google Tasks sync in a similar fashion First you will need to have an existing account with these services if you want to sync with them To get Pocket Informant to sync with either of these services please follow the in structions at the top of this section for setting up specific sync services In the Google Calendar Task sync there is an op tion to Save Meta Data In Notes Field this feature when enabled will move Pocket Informant supported items such as tags to the notes field of
53. allow you to precisely choose the geographical location of your event See Event Location Manager later in this document Illustration 2 2 iPhone Editor shown all others similar Carrier 1 29 PM Cancel Add Event Start Today End Repeat gt Add alarm iOS Events Sensitivity Calendat 13 Time Picker In this area you will determine the duration parameters for your new event The start date information is chosen mi AT amp T X 93 amp by picking a date from the month grid Next you will want to set the year If your event is timed you will want to enter a start time You can also set separate time zones for the event start and stop times The end date and times are selected and set the same way If the end time or date conflicts with the start time for example if you tell Pocket Informant that the event will start at 3 00 pm and will conclude at 2 00pm on the same day you will see the time highlighted in red That is a signal that ei ther the start time or the stop time will need to be adjusted Once the Time Picker elements are set simply tap the Save button to return back out to the main editor view In the calendar grid where the date is chosen the current day is easily identified by All Day l Timed the blue coloring with black text The date being selected will be in a darker blue color with white text Cancel Save If your event is an all day occurrence you will want to slide the Timed
54. ally when using Pocket Informant something does go wrong When this happens the first step is not to panic Total data loss is rare Always keep in mind that just because you can t see your data at the moment it doesn t mean its totally lost Many users have hurt Pocket Informant by immediately posting negative feedback on iTunes when they cannot see their data assuming that all of their data is gone when in nearly every occurrence the data was able to be recovered We have designed Pocket Infor mant to back up its data within the application and if you sync your data it should be backed up to the sync source iTunes file sharing can store backup data as well and now Pocket Informant can now backup your data to DropBox So with all of these backups and potential backups it is really difficult to lose all of your data Most problems are minor and so the first step in troubleshooting any computer issue is to reboot the device and see if the issue comes back iOS Devices are no different from computers in this respect Pocket Informant is a very complex application and sometimes it or the device can get confused and cause erratic behavior So if you see an issue just like on your computer at home try a reboot first and see if the issue returns Make sure that you are using the latest version of Pocket Informant that is available on iTunes and the latest releases of the iOS To check and make sure you have the latest Pocket Informant release go to the settings
55. appear as red badges over the day they are due If you are in mini text mode then the Task will be listed in the month cell itself with a completion circle next to it indicating it s a Task In Week View these Tasks appear under your events in each cell again with the completion circle next to them In List View Task cells will appear along with event cells You can also configure Pocket Informant to display completed tasks or to exclude them in the various calendar views The menu options for doing this are self explanatory and can be found near the bottom of the Calendar Settings which can be found on the main settings screen 26 Today View The Today View shows you the Tasks and Events occurring on the current day at a glance as well as current Next Actions Meeting Attendees and Alarms All of these sections are user configurable in the settings This View allows you to simply tap an Event or Task to view its de tails such as location attendees and comments You can also add Events and Tasks directly from this screen To move through multiple Events or Tasks quickly up and down scrolling is available in this View By default the color of the title text for the Event will match the Calendar that the Event belongs to You may also configure this View so that the background of the cell shows the color instead of the text Events and Tasks may have one or more system icons displayed in their cells to give you some quick informatio
56. ar item This refers to something that is either an Event or a Task Calendar Each Event belongs to a Calendar Calendars are directly related to the concept of calendars in Google Calendar or iCal or Categories in Outlook and can be colored to your preference Contacts These are the entries in the native contacts application They can be edited within Pocket Informant Attendees These are contacts that have an email address on them When selected in an event an invitation can be sent to them via email User Interface Pocket Informant has multiple Views to manage your information Each View constitutes its own area of work Each of the Views integrates with the others and has a similar interface There are seven basic Views which are selected using the buttons on the Tab Bar at the bottom of the screen on the iPhone iPod Touch or via the tabs on the iPad See Chapter 3 of this guide titled The Views for more detailed information on the different Views Today This is a View of today s items such as Tasks appointments alarms and meeting attendees for today s appointments Calendar In this tab you will see your Calendar in Month Week Day or List View Task You can manage your Tasks from this View This View contains several pre defined filters to efficiently find the Tasks you are looking for It provides quick access to the Inbox Project Context and Next Action groupings You can also create user defined f
57. ay 14 02 43 10 4 PM C TNE 0 Man 9 A 1 939 Ma er 1 A AD A 2 1 1 amp BDM e T ee eCW35 Qn 19 General Settings Application Badge a Illustration 7 1 iPad General Settings show all devices similar Pocket Informant can be set to use a standard iOS icon badge This badge can be customized to show counts of overdue Tasks today s Pad 16 16 Events Next Actions etc Help syne Application Badge Task Overdue gt This information in here is used for sending out Meeting Invites This is Q a ppearance also a place you can fill out registration info that will help WebIS know f O Today Settings what products our customers are using and which solutions would be Owner Info No Owner Password No Ei Calendar Settings Manage Calendars good for us to partner with Vv Task Settings Manage Tags Password Q Sync Settings Manage Templates It is now possible to secure access to Pocket informant with a password A four digit password can be entered Users can determine when the Advanced Timezone Support password will be required To remove a password simply go back to the Subscribe to our TimeZone Device Timezone gt Newsletter Pro Tips Listed by City password settings and tap the trash can icon in the top right of the view This will remove the password from Pocket Informant This is an applica tion lock and not a data lock 2 50 25 TextExpander Touch Snippets Emai
58. cating how many templates Pocket Informant cur None rently has in its database Sync Only Notifications The number reflects the number of alarms that have not yet fired It does not include iOS event alarms but only alarms assigned to items in the Pocket Informant database Alarms Vv Application Logging General Settings General Debugging very slow This enables various levels of logging to allow the support staff of WeblIS to help troubleshoot or ex Repeat plain any issues you might encounter while using Pocket Informant In general this setting should be left to None However if you contact support you might be asked to enable some level of log All Logging very slow ging for a period of time and then email those logs to us for analysis Allow Alarm Notifications For General Settings This setting determines what items can have alarms attached to them The default settings here are to have Event and Task alarms turned on Q m vo Search Settings Parent Child Display Task Settings This setting will determine how parent and sibling tasks are displayed in the task view when a child matches the current filter but the parent does not There are three choices the first is None which will not display the siblings or parent the second is Always Show Parent this is the default setting and will show the parent only if the child matches the third option is Always Show Parent and All Children which will show the parent and
59. cation of your tasks 46 Child Task This is another name for a subtask child tasks can be created from within the editor or a task can be made a child by assigning a parent task to it Sensitivity This setting is where you as the user determine how sensitive the task is these do not effect visibility but are for your reference The Options are Normal Personal Private and Confidential Comments This is a text field on the task where you can put task comments notes on your task These comments in no way interact with the separate Notes function in Pocket Infor mant and vice versa 47 Sub Child Tasks Overview Illustration 3 14 Subtasks shown on iPad all other devices similar Pocket Informant supports a powerful set of sub task features sub tasks are not supported in the Simple Task Mode Subtasks are de iPad 12 58 noted by being indented under the parent task in the Tasks View with naa au y the following limitations J Inbox D Due Today Must be in the Tasks View Today View or Calendar me Folders w Start A New Company a wsandlin6 s list _ Today Today List View Subtasks are not shown indented in the Calen oe amiats Bogin Operaio wsandlin5 s list Today Today ns dar Month View Week View or Days View at this time Tagged eos a To maintain the relationship th t task will stay with Sachi 5 e To maintain the relationship the parent task will stay
60. cket Informant select the ToodleDo sync then tap the sync options Move the notes slider to the On position and your notes will begin syncing with next sync operation once that is done To sync text notes with WDS please right click on the WDS icon in the system tray of your PC then click in the Sync Options menu There you will see a checkbox for syncing notes Simply put a check in the box to begin syncing notes They will sync during the next sync operation Voice notes will sync with Pocket Informant Online but cannot be accessed at this time via the web interface they can only be synced 51 Search On the iPhone and iPod Touch the Search function is a separate view it can be accessed by swiping the tab bar at the bottom and tapping the search button The search view can help you find items such as Contacts Tasks and Events by simply typing in a characteristic or element such as a first name or an Event name All items that match the search criteria will be displayed below the search bar in various sections As with any other list view all controls are available in the search view to mark Tasks as complete edit Event details etc The Search View has been enhanced with it s own mini filter so to speak Now when searching for something simply tap the search window to bring up a selection of filter buttons Enter your search criteria then select the filter button of your choice which will narrow down the scope of your results The four b
61. croll to the file sharing area and click on informant Copy the file pim informantdata to another location on your computer Once that is done you will need to remove the ap plication from your device Now reinstall the application Once installed go back to the file sharing area of iTunes and delete the informant file pim intormant data and replace with your original copy Now start Pocket Informant on your device it should run fine and you data should be intact If you have any difficulties with this please contact our customer support at webis net Pocket Informant Says its Syncing and has for a long time but all is working Sometimes after a sync completes Pocket Informant may still indicate that it is syncing If this is not the initial sync it should take less a couple of minutes to do an update sync If the sync indicator is spinning longer than 5 minutes and this is not an initial sync you could be seeing the sync visual hanging All other Pocket Informant functions should operate normally when this occurs To fix this you will need to restart the application From the main device screen double tap the home button in the strip of icons hold the Pocket Informant icon until a red dash shows over it Tap the red dash Once the icon disappears tap the home button Now from the main device screen restart Pocket Informant The sync indicator should behave normally following these steps 96 When Something Goes Wrong Troubleshooting Occasion
62. d an icon to your task Pocket Informant has a standard library of icons available Add Child lf the task your creating needs child tasks assigned to it tap this field to bring up a list of existing tasks You can choose tasks from this list to be assigned as chil dren to your task Enter a Child Task Tap here to create a new child task Using this method to add a child task will result in a new subtask being created that will inherit the properties of the task you are creating It will be assigned to your task as a child 18 Sensitivity In this field you can set the sensitivity level of the task tap the field to open the menu and select your choice by tapping on it Comments lIn this field you can add any notes or comments to the task Camera This button on devices with a camera will allow you to immediately take a photo and have that photo attached to your task It is important to note here that pho tos taken this way are not added to camera roll of the device and only reside in Pocket Informant on the task Photo You can tap this button to go to the library of photos on your device You can then select a photo to be attached to the task Contact This button will allow you to add a contact to the task Attaching a contact is akin to attaching a business card to the task Contacts will not receive an email regarding the task Illustration 2 5 Camera Photos Contacts buttons ee pss Once all of the data that you wa
63. e Sync Don t Send 23 Recurrences Pocket Informant supports many complex recurrence types natively and allows you to create all of them within the user interface You can create simple recurrences in the Repeat Event View and more complex recurrences by selecting Cus tom Recurrences can be tricky especially with regards to tasks When setting a task recurrence you will need to decide if the task will repeat from an assigned due date or from the date it is completed There are several basic recurrence pat terns built into Pocket Informant If none of those quite serve the purpose you can create custom recurrence patterns When editing any recurrence pattern upon saving the edits Pocket Informant ask if you want the edits to be applied to the selected occurrence all or all future These are self explanatory choices When editing a recurring item in the Day View using the drag and drop method only that occurrence of the item is edited All future and past occurrences will not be edited as a result of this operation Also when editing any recurrence pattern be mindful of where you are at in the recurrence pattern For example if you have a ten recurrence pattern and edit the eighth recurrence and tell Pocket Informant to apply the changes to all future Then the recurrence pattern you are in will stop with that eighth occurrence and a new pat tern will start the encompasses all of the remaining occurrences al AT amp T 16 20 So no
64. e task Swiping an individual task or event now opens a short cuts menu shown at left that allows for common basic operations to be done For the Task View these include activating the star emailing changing the start and due end dates creating a 0O B Ri 4 o template or deleting the item without ever having to go into the item details Today Calendar Tasks Contacts Notes In the event views it is possible when using the swipe menu to email an event change the start date of an event create a template from the event or to delete the event 21 In all Calendar Views it is possible to convert an event to a task and to convert a task to an event This is done via the action button in the items detail view This feature is part of the event and task creation dialogue It gives you specific location information via Google Maps It s use is very simple During event task creation sim ply tap the flag or map pointer in the location field This will take you to a map view where you can see the straight map view a satellite view or and hybrid view that is the satellite image with Illustration 3 2 iPad Location Selector shown all others similar an overlay of the map view At this view you can tap the location or enter location information such as an address or business name Once selected you will be returned to the normal event creation dialogue to complete setting up your event task In the calendar view you can tap the flag
65. eDo sync are listed earlier in this section The ToodleDo service is free how tale A Ante ever an upgrade to the paid or Pro version will give you subtask support and better alarm management Toodledo Sync TOodledo Sync Be sure if you want to sync alarms to please move the alarms slider to the on position in the sync settings for Too dleDo by default this will be turned off and alarms will not sync On ToodleDo Pro accounts alarms will sync the alarm times On the free TooodleDo account all alarms will fire at 12 00pm regardless of how they are set in Pocket Sync Alarms OFF Informant since specific alarm times are not supported Sync Notes Crm Folders to Sync gt When using GTD or Franklin Covey mode Pocket Informant maps Toodledo fields in the following manner e ToodleDo Folders are mapped to Pocket Informant Projects SUMO CAINE For notes syncing with ToodleDo you will need to enable the notes to sync by sliding the Notes Sync slider to the on Pick Color osition in the sync settings for ToodleDo p y J Pick an Icon To sync alarms simply move the sync alarms slider to the on position Alarms are not on by default and have to be turned on because Toodledo alarms are very specific when a sync occurs Pocket Informant alarms get changed to Toodledo alarms however that s only if you use a Toodledo Pro account If you use Toodledo free all alarms are at noon So that s why we don t sync alarms by default ex The c
66. ed Merge Local and Server This option will erase synced data in Pocket Informant that is assigned to this sync account It will keep the un synced data It will then download all of the data from the sync source Upload All Data as New This option takes all of the data in Pocket Informant and marks it as un synced It then uploads all of it to the sync partner It is imperative to make sure that your sync partner is clean meaning that all of the data is out of it otherwise duplicated data could be the result 60 Miscellaneous Information On Syncing Important When a new event sync is created if you do not specify the calendars to sync this new sync will assume that you want to sync all uncommitted calendars so they will by de fault all be assigned to the new sync service Anew sync service cannot remove calendars already assigned to an existing sync service Every event sync account expects to have at least one calendar If anew sync account cannot find any free Calendars to take ownership of then it will create one When creating new folders projects you will be required to specify which sync services the folders projects will sync with When creating new contexts you will be required to specify which sync services the contexts will sync with It is a best practice to always sync folders and contexts syncing to the same sync account If a context does have a different sync account than the task it is attached to does the context wil
67. ed now the devices should all by in sync with each other 68 Sync Facts Pocket Informant will automatically sync based on the settings chosen by the user e Pocket Informant will automatically perform an immediate one way background sync of changed items as you use Pocket Informant This feature is smart enough to deal with changes that happen in quick succession e Automatic Sync will also perform a full two way sync every user defined number of minutes if Pocket Informant is not running after the user defined interval of minutes from your last sync it will automatically sync on your next launch You can set the time interval of the full sync in the Sync Settings screen Please note that while Pocket Informant will run in the background it will not sync until it is the opened or main application If you prefer not to have Pocket Informant Autosync you can disable this by turning it off in the main sync view and enabling the shake to sync option This gives you total control of when a sync does or does not take place Simply shake your device to initiate a sync anytime that you like It is not advised to use Autosync with the WDS Desktop sync option as this kind of sync can only take place when the device is on the same LAN as the PC Autosync has a setting that will only sync when changes are made instead of when opening the application Tasks in Pocket Informant cannot be assigned to specific calendars during the creation of a task a sync
68. g Requests iOS Events Calendar lf your default calendar setting in Pocket Informant is an iOS calen dar then the next field will be labeled as iOS Events Here you can set the calendar that the event will be residing on iOS Events Calendar gt This will vary depending upon your Pocket Informant configu ration If you have iOS events turned off or have set the default calendar to be a calendar other than an iOS calendar the available fields will look different Since iOS is the default we will explain that view through to the end then we will look at the additional fields that are available when a Pocket Informant native calendar is selected Following the iOS events field is Sensitivity In this field you can label the sensitivity of the event that you creating Comments n this area you can enter any notes or comments that go with the event Add Event Repeat Event Never Every Day Every Week Every 2 Weeks Every Month Every Year Custom Help for Custom Recurrences 15 Sensitivity This attribute labels an events sensitivity but does not effect the display of the event the options are Normal Personal Private Confidential Comments Here is where you can enter comments pertaining to the event This field has no interaction with the Notes view in the application but instead is self contained to the specific event or series of events if they are repeating When a Pocket Informant native calendar is selected
69. grid the simply drop the event by removing your finger from the screen Pocket Informant will auto ut matically edit the event with this new start time and will append the end time as well Depending on eS the number of days showing tasks and events that cover multiple days now have indicators that elude to such and allow you to know at a glance that a task or event is continuing ty Please note that when dragging and dropping an event that is recurring that only the single occurrence of the pattern will be edited ltems that cross over days will have a jagged edge to show that they are not complete o O Today Calendar LERLE Contacts Notes 30 Week Month The Week View allows you to see seven days at a time in a staggered formation You can configure which iPhone Week View and Month View day you would like to see on top any day of the week or Today Each day cell includes a time bar at shown all others similar the top with the Event listing below that The time bar is a graphical representation of the hours in a day with Events shaded in The left hand side of the time bar is 12 00 A M and the right hand side is 11 59 P M for that day The yellow shaded area represents your work hours which are selected in the Settings tab This time bar while highly useful is an item that can be turned off if desired Events and Tasks in this view can be tapped to view their details You can swipe left or
70. gs from one device to another Unlink With Dropbox This will terminate the link with Dropbox m AT amp T 14 57 1 83 mm Advanced Dropbox Backup Res Dropbox Upload Informant Data Upload Notes Sound Files Download Informant Data Import Settings Only Unlink with Dropbox 12 Native iOS Calendar Access It is important to understand what this is and what it is not It is not a sync but instead a direct reading of the existing Illustration 6 4 iPhone iOS calendar calendars and events that live on your device It also has nothing to do with task support because the iOS Native calen access selection all devices similar dar itself has no native task support No Service 3 52 PM 100 E gt You may find that if you sync your iOS device via CalDav or other method to the same calendar data set as Pocket Informant through Google that when you turn on native iOS calendar access your calendar looks like it is duplicated In Cancel OS Events to Ac Save a strict sense this is not true Because this access is not sync Pocket Informant is now reading both its own calendar Birthdays J data as well as the native calendar data on device so it will show data in both sets They do not intermingle however It is strongly recommended that you do not sync the same data to Pocket Informant and the native iOS calendar Home V simultaneously as you are creating a sync loop which can create duplicates and cause bat
71. he Calendar Views by ae 15 00 Hom 14 00 osina 13 00 Bogin Ti 17 00 Never E 16 00 Leam Ba D 1 Tr 15 00 iOS even 17 00 Pract 15 30 Review pipe Weekly TE pa tapping the item This will show more Event detail and show the Edit a7 28 29 30 31 15 00 iOS even 19 00 Balroom vJ amp i I I I i 13 14 15 16 17 18 19 button on the right side of the Navigation Bar Tapping the Edit button pes ai 7 creat Try Telep 8 00 Try to Fin 800 Invent No will bring up an edit screen that is very similar to the Add Event 1 2 1000 Bing Da 9 30 Remand cil 10 00 Trat 62 a oF 3 4 5 6 7 8 9 16 00 Sell Tri C 10 00 Golf Les 11 00 Test me 14 00 Train 15 00 Think N par screen Once you are done editing simply tap the Done button to o a ee 19 00 Buy Rest 1800 kuta Fa j 1900 Ct Tor a 94 25 96 27 OR 29 230 19 00 Meet Wit save your changes 20 21 22 23 24 25 26 July 2012 10 00 Church 2 00 Press Con 9 00 Meet With 10 00 Golf Les 8 00 Publis 8 00 Fill in for 2 11 00 Receive 10 00 Golf Les CAUCE MEL 16 00 Testing 15 00 Attach W On the iPhone and iPod Touch single tapping of the calendar button ee 17 00 Atton 13 00 Examine 17 00 Never E 16 00 Weekly s o By D 3 4 18 00 Cross Gr will return the view to the current date on the iPad tapping the To E te ar te in an as a day button will do the same thing Additionally on the iPad 4 gt 93 a 29 30 31 Jun1 2 E i jurc 9 00 Call Tony 5 00 Travel To 7 0
72. he view Tapping this button will bring up an editor An y that you will use to create an Event The blanks for creating an Event are self explanatory and easily understood When all of the information is entered simply press the Done button in the upper right of the edi tor view to save the new Event In a Calendar View you can also tap and hold on a date and the Add Event Add Task dialog will come up preset with that date Please see the Creating Events Overview on page 13 below for more a more detailed explanation of event creation Adding Tasks Task items are added in a similar fashion to Events From the Task screen or any of the calendar views tap the Add button Check and fill in the blanks When finished press the Done button in the upper right of the view to save your new Task item Please see the Creating Tasks Overview below for more a more detailed expla nation of task creation TextExpander Touch If you have this application installed on your device it will fully integrate with Pocket Informant bringing with it the ability to enter data faster by using a collection of previously defined snippets from TextExpander TextExpander is activated in PocketInformant by going to Options gt General Settings gt and setting the TextExpander slider to the On position If you would like to purchase TextExpander it is currently available from the App Store Swipe to Expand Titles When using the editor for events tasks
73. hod of organizing your Tasks into main Tasks sub todo s or into a project s stages They are only limited by your methods Cancel Set Priority The priority system can be used in conjunction with FranklinCovey methods and techniques or you can create your own For example some of our us ers allocate the first letter as a second type of category such as G for Gro ceries A priority of O zero is Supported as a non prioritized letter priority For ex ample AO would mean that you have given a To Do an A priority but not any sub priority yet The Franklin Covey priorities do not sync via any of the currently available methods Illustration 3 10 iPhone Conversion Screen shown all others similar Action Convert To Project Convert To Appt Save As Template Cancel 37 Getting Things Done GTD mode GTD is defined by David Allen on his website davidco com and is short for Getting Things Done Below is a summary of some of the highlights of this methodology but to more thoroughly understand the motivation behind the GTD process see David Allen s website or read his book titled Getting Things Done GTD is a process for To Do management that contains two key elements control and perspective You gain control and perspective through the workflow that contains five distinct phases e Collect Process e Organize e Review Do Projects and Contexts Projects are part of the
74. hone call thus moving multiple projects forward at once 38 Standard Task mode Formerly known as Toodledo mode this task mode is designed to better mimic the terminology and behavior of the Toodledo online task system It behaves much like the GTD system below but with a few differences described as such e Projects are named Folders You can read the GTD mode reference and simply use Folder for everything named Project instead e Each Folder can have multiple Next Actions e Next Actions are not automatically assigned e During sync with Toodledo the tag is no longer used as a Calendar name e Folders cannot have to do items manually ordered Simple Task mode The simple task mode is a basic to do mode of operation for the Pocket Informant tasks In this mode the task options are reduced and simplified The differences between the other task modes and the Simple Task Mode are listed below Tags Next Actions Subtasks Priority Completion Percentage Icons Sensitivity Repeat and Contexts are not supported in this mode e Projects are supported e The main Task View is simplified showing only the following groups All Active Overdue Due Today Tomorrow Completed e This task mode mirrors the task support of Pocket Informant GO 39 Inbox Pocket Informant lets you quickly create new Tasks without assigning dates Projects or any other information The In box is where Tasks that have no associated Project are shown You will at some po
75. ibutes will be used in the event Test Template For Tasks All Day Events are treated specially by letting you choose a duration of the all day event which is then applied when you choose that template Add New Template Photo s and contacts can be attached to a template Task Templates Task templates are likewise like regular tasks ex o Due Days a i N aN ar cept that you don t set the dates of the templates y Instead you are given a choice of how far out the due date is automatically set past the current date which is then applied when you pick that template Applying Templates In the event or task editor you will see a button to the right of the title field the button looks like an iPhone with a star on it which when tapped on brings up the template picker Select the template and it will be applied Child tasks can be added from within the template or an existing task can be selected to be a child When creating new child tasks in the template those child tasks will be created as tasks each time the template is used 54 Calendar Tag Filtering The Views in Pocket Informant have the ability to be individually filtered What this means is that you can customize the view to show only the information you want to see Events can be filtered by calendars and or tags Tasks and Notes can be filtered by tags but not by calendars When filtering you have two ways to set the active filter e Tap each calendar or tag yo
76. ice Notes can have some of their attributes edited Tap the right side blue and white arrow to show the notes at tributes The title can be edited from this view Also a text note can be added to the voice note This note would be used in a similar fashion to writing info about a recording on a CD Notes can be grouped by dates titles tags or folders projects in the various views by tapping the desired sort button at the top of the view the sort button is to the left of the add button and has lines on it 100 mm Illustration 3 15 iPhone Notes Groups Q Tagged Edit E Folders Filters All Notes Today s Notes A 7 WS Voice Notes Notes Q May 18 2012 11 43 h 18s 190 33 KB Q May 18 2012 11 43 SS 3s 74 67 KB Short Story Yesterday 14 21 Speech For Sons Graduation Yesterday 14 20 Notes From PI Meeting Yesterday 14 18 O B M Today Calendar Tasks Contacts s Notes View shown all others similar 50 Filtering is also available by tapping the filter button in the top left of the main notes view The filtering can be set to filter the notes by their calendar view or their tags Voice Notes cannot be filtered at this time All of the views in the Notes area have grouping options available to make it easy to find specific notes Text notes can be synced with ToodleDo Pocket Informant Online or Outlook via WDS sync To sync notes with ToodleDo simply go to the sync settings in Po
77. ifferent views A view for the date selection a view for the time selection a view for the year selection and a view for the time zone selector These editors are used so commonly within the daily operations of Pocket Informant that we thought it would be a good idea to detail their operation early in this user guide All of the elements that make up the events and tasks are discussed further later in this user guide Shown to the right is Pocket Informant for iPhone in the Chocolate Leather theme The iPad editor is similar When creating a new event task or note a swipe to the right on the title field will open an expanded view of that field to allow for easier viewing of long titles Creating Events Overview The add button located in the upper right of the Navigation Bar allows you to add new Events directly from any of the Calendar or Today View s A tap and hold on any day cell will also bring up the Cre ate Event screen for that date Event creation fields Event Title This is the place where you will add the name or identifier for your event Template Button lap this button to bring up the template selection list and tap the template of choice to have that applied to your event Location Title In this area you can type in a location for your event It can be as precise as an ad dress complete with city state and zip code or as basic as conference room Event Location Manager This button will open up the map view and
78. ight and up and down scrolling in the Calendar and Task views Pocket Informant supports pinch and widening when in the day s view This will allow for more or less days to be shown in the grid The tap hold gesture in the Calendar View when used brings up a dialogue for creation of a Task or Event Below is a list of the behaviors you can expect when creating a task using the Tap Hold method in the various views Today View The current day date is selected by default for the task Month Week Agenda List View Always use the task defaults None of these ever have a specific day selected Month Week Detail There is always a day selected so we use that day Day View If only one day is showing then just like the Today View we use that day If more than one day is showing we use the task defaults Task View Always use task defaults 11 Drag and Drop In the Day View you can drag and drop events in the calendar day being displayed Simply press down on an event until a frame appears around it then use a dragging motion to move the event to the desired start time and let go or drop The event will automatically be edited to show the new start and end times Please note that the drag and drop of a recurring event only changes the individual occurrence and not the series 3p Adding Events Events can be added from any of the Calendar Views or the Today View This is done by tapping the Add button located in the top right of t
79. ilters called Smart Groups in this view Contacts The contacts view is a new multifaceted view that allows you to add edit delete call email or create events and tasks from a contact Notes The Notes View allows you to type or voice record notes for later use or to be emailed Text notes will also sync to ToodleDo or to Outlook via the WDS sync Search This iPhone iPod Touch one View activates the Pocket Informant built in search engine to allow for quick searching of Contacts Events Projects Contexts Notes or Tasks On the iPad each view has a service field that serves the same purpose Settings All Pocket Informant settings are accessed and changed in this View Property Icons When using Pocket Informant you will quickly find that many of the features and options are designed to provide you with at a glance functionality This means that the items in the Pocket Informant calendars and lists have attributes that allow you to quickly identify them Below is a list of icons that you could see on tasks and events within Pocket Informant These icons allow you to quickly identify things such as items with alarms or recurring items You can easily identify an item s property by looking at the icon at tached to it The graphic below shows the property icons and explains their meanings Icon Meaning B This item has an alarm Wm This item is recurring a This is an exception to the recurrence pattern E
80. ing this to the on position will allow you to see that color from Google in Pocket Informant Today Events This setting determines the color that will be displayed when the current day is displayed in the calendar views 78 Weekdays Events This setting determines the color the weekday headers will be displayed in This setting applies to the Week View and List View Weekends Events This setting determines the color that the weekend headers will be displayed in this setting applies to the Week View and List View Current Month Weekdays Events This setting determines what color the current month s weekdays will be displayed as in the Month View Current Month Weekends Events This setting determines the color the weekends in the current month will be displayed as in the Month View Title Font Size This setting determines how large the font is in the title lines of events and tasks The choices are small medium and large with medium being the default It is important to note here that the smaller the font size the more text will be visible in the various views Month Cell Font Size This setting determines how large the fonts look in the Month View cells The larger the font the less information can be displayed Week View Font Size This setting determines the size of the font in the week view The larger the font the less information can be dis played Day View All Day Font Size This setting determines the fo
81. int process these Tasks by either completing them or organizing them into Projects and Contexts Once a Task is assigned a date context project or status it is moved out of the Inbox When using the Franklin Covey task mode the Inbox is not visible as it doesn t really fit with that task mode The Inbox is also not visible when in the Simple Task Mode Project Folder This Task Group View will allow you to see the current Projects Folders Tapping on a Project will show the uncompleted Tasks in that Project Tapping on the Edit button while in the project view lets you delete or edit projects Tapping on the Project while in edit mode allows you to rename a project or complete it You should always complete a project when you are done with it Across the Navigation Bar in this detail View are four buttons The first is titted Project and will take you up one level in the View The middle two buttons are View and Reorder View is the default and will let you view your Tasks and access the standard fea tures of the Task cell described above To reorder Tasks for exam 2 Total 50 00 Completed 1 Incomplete ple you may want to move a Task to the top to make it the Next Ac tion simply toggle the view reorder control and you will see the stan dard reorder thumb control 3 bar button appear on the right hand ee side of the Task cells Note that View Reorder are not available in Standard Task mode Projects View Reorder y 1 Overd
82. ite the database currently on the device 99 About WeblIlS and Pocket Informant We want to thank you for purchasing Pocket Informant Behind Pocket Informant stands a team of developers support specialists marketing people and many others that strive together to make Pocket Informant the quality product that it is Founded by Alex Kac in 1997 WeblS has consistently been a class leading producer of various mobile applications With the advent and proliferation of the iOS and Android platforms Pocket Informant in its various iterations has become the main focus of WeblIS Pocket Infor mant was first produced for use on Windows based PDA s and eventually Smart Phones From the Windows Mobile platform to various BlackBerry s Androids and iOS de vices Pocket Informant has brought with it a high level of sophistication with legendary customization and ease of use that has always set it apart from its competition The Pocket Informant before you today was and the Pocket Informant of the future will be shaped by your feedback and suggestions So we thank you for joining us on this jour ney for those that have been with us from the Windows Mobile days of 1997 to those who are seeing Pocket Informant for the first time hang on because it only gets better from here The Pocket Informant Family In addition to Pocket Informant and Pocket Informant Pro we also have several other members that make up out Pocket Informant family First is Pocket Informan
83. ith Toodledo move the slider to the Off position Pocket Informant Online To enable syncing with Pocket Informant Online turn this switch to On To disable syncing move the slider to the Off position 88 Advanced The Advanced area of the settings is for more complicated Pocket Informant settings The backup system settings reside here as well as version information and logging The version information is very important when working with Support to resolve any issues that may arise Backup Restore Database Pocket Informant makes automatic backups of its database These backups can be restored at any time by simply select ing the one you want to use and then choosing the appropriate action button from the the menu at the bottom of the screen You can also make an immediate backup by simply tapping the Backup Now button Pocket Informant man ages its backups it makes them periodically and always before a reset sync operation or an erase local data option From these settings you can also email and delete backup files These backups are for the data only and do not include settings Dropbox Data Sync Backup Database This feature will allow you to save your data from Pocket Informant to Drop Box for backup purposes Drop Box is a free online backup service that will save your database files preferences and voice notes To sync with Drop Box click on the Drop Box Data Sync section in the advanced settings Once there you will
84. k cx Month v OFF Types of Tasks to show Method Due amp Overdue gt Show Overdue Today Show Completed Ek Q Search 84 Task Settings Task Mode In this part of the settings you can determine which method s will be used for the Task list Standard formerly Known as ToodleDo Frank linCovey GTD and Simple are the available modes Alarm Notification Sound This setting is where the default alarm sound for tasks is set Task Tab Badge The To Do button at the bottom of the Pocket Informant screen will show a red badge this setting determines what is indicated by that red badge The setting None deactivates the badge feature Selecting Overdue Count will show the number of overdue Tasks Choosing Due Today Count will display the number of items due today And se lecting Both will show a red badge that has a combined number com prised of overdue items and items due today Context Location This feature in Pocket Informant when enabled allows you to add ad dresses to your task contexts When you are near that address Pocket Informant will alert you to the fact that you have a task corre sponding to your current location For example you can set a context called Shopping and put in the address of the store You can then create a task for shopping When you are out and about during your day if you are near the store Pocket Informant will alert you to this fact and show you the task associated with it To
85. ks Contacts Notes go to dates in the future or the past Press the Return to Month View button to return to the entire month view 32 Tapping a month cell on the iPad will open a summarized view of the selected day items in this view can be tapped to see even more detail or to be edited It is also possible to add tasks and events from this view Simply tap the X in the top left of this view to exit it See illustrations 7 Please note here that the iPad does have some additional features in the calendar views Next to the calendar filter button the funnel is a double arrowed button This but ton expands the right side view to the full screen When in this view a tap to the far left of the view will bring up the calendar list it will over lap the calendar view as shown and will put a shadow over the main view To roll the view back simply tap Illustration 3 8 iPad Slide Out Menu anywhere else on the calendar See illustration 3 8 rad gt 2012 April 2012 SM TWT fae 8 amp 6 1 r 1 8 9 10 11 12 Illustration 3 7 iPad Day Detail View 5 16 17 18 19 22 23 24 25 26 29 30 14 41 May 2012 SM TW T Eya Y T 6 7 8 9 10 amp 13 14 15 16 17 2012 May 2012 20 21 22 23 24 April 2012 Sun Mon Tue Wed Thu Fri Sat 27 28 29 30 31 u TYT Apr 29 30 May 1 2 3 4 5 1 gt 3 4 5 6 7 AUR Goi Meme Go meme Ce melas AL G 7 30 Invent Tri KAE font Ey June 2012 9 5 10 44 12 19 14 10 00 Church 8 00
86. l Settings Use in Editors Manage Calendars In this area of the settings you can set up various Calendars and choose color representations for each These settings will affect how Events show in the various Calendar Views The default Calendar is clearly indi cated in the listings This means that unless otherwise specified an Event will default to this Calendar The default Calendar can be renamed and re colored if you choose but it cannot be deleted until you make a differ ent Calendar the default More Calendars can be added by pressing the Add button in the upper right of the Navigation Bar Tapping an existing Calendar will bring up the color palette and offer the option to rename the Calendar To delete a Calendar swipe to the right and press Delete Calendars can have icons and specific time zones added to their attributes lf you are syncing your data it is important to note here that now any new calendar will need to be assigned to a sync source Manage Tags Pocket Informant tags and tag colors are managed here Tags can be added by pressing the plus button or removed by doing a delete swipe over the tag Existing tags can be edited here by simply tapping on them you will be taken to the edit screen This is the same screen you will see when adding new tags 76 Manage Templates Pocket Informant templates are managed here allowing you to create and edit templates TimeZone Support Here you can set global entire a
87. l be removed from the task during sync Items created in these folder project are automatically assigned to the same sync account as the as the folder project If only one sync service is in use it is automatically the default for all supported items A calendar can only sync to one sync source So for example if have a calendar called Grocery Shopping that build my grocery shopping schedule in and want it to sync to my Google Calendar and my Pocket Informant Online calendar this is not possible would have to decide to sync it to one or the other The same applies to Contexts and to Folders Projects Tasks and notes cannot be assigned to a specific calendar to sync to instead they are assigned to specific services to permit them to sync Multiple Device Syncing Pocket Informant supports the syncing of multiple devices to the same sync source However when doing this there are some basic guidelines that should be adhered to so that you can ensure smooth and accurate syncing The first thing is to make sure that auto sync is turned on so that a sync will occur each time that Pocket Informant is opened This will provide Pocket Informant with the latest data from the sync source and will help to avoid a condition where older data can potentially overwrite new data Its also important to avoid doing things like editing events tasks or completing tasks on Device A not syncing then making the same edits on Device B then syncing both devices Doing thi
88. lder project in this view by entering the name and tapping the button Parent To assign a parent task to the task being created tap this field It will open a list of tasks tap the task that you wish to designate as the parent A task can only have one parent A parent task can have multiple children Action In this field you can assign an action to your task Tapping this field will open up the full menu of choices Sim ply select the item of your choice by tapping and it will be assigned to your task Priority Set the task priority in this field Tapping the field will open the priority choices Completion Percentage This slider allows you to set the amount of completion for the task Sync To This field is used to set the sync source that you want the task to sync to All sync that support task syncing will be visible Tags A tag can be assigned to your task for easier sorting and tracking Simply tap that field to bring up a list of tags If you need or want a tag that isn t present simply enter the name you wish to use for the tag and tap the button This will create the new tag and assign it to your task Illustration 2 4 iPhone Task Editor shown all others similar Carrier gt 2 15 PM Cancel Add Task Action None gt Priority None gt Complete 0 Calendar nternal Task Calendar gt Tags None gt Icon gt Add Child gt Sensitivity Normal gt Icon For quick and easy visual identification you can ad
89. llows you to determine the way the Week View will look The choices are Standard 7 Day which shows the al AT amp T gt 11 35 86 mm Settings Calendar Settings Calendar Data Manage Calendars gt IOS Events CN OS Events support allows Pocket Informant to read write delete your native iOS Events directly instead of or in addition to Pocket Informant even iOS Events are much slower to access but provide Exchange sync CalDAV sync and USB sync support IOS Events Settings gt ISO Week Numbers OFF r al ATET gt 11 35 86 mm Settings Calendar Settings ISO Week Numbers C OFF Default Calendar Alarm Off gt Work Hours gt New Event Duration 1 Hour gt Alarm Notification Sound BELL gt View Specific Settings List Shows Empty Days OFF Week Setup Standard 7 Day gt Search 82 week with all days floating and current days are shown near the top of the view The other choice is 7 Day Split which splits the sixth and seventh day in the view into one cell The final choice is weekdays only this settings will only allow weekdays to be displayed in the week view Tap In Week View Opens Detail View View Specific Settings When enabled this setting allows you to see the detail of all the items in a day when tapping inside of the day cell Week Orientation View Specific Settings This setting determines how the week will be displayed the choices are Left to Right or Top Down
90. map with your event location s shown as numbered flags Only events that have locations on them will show on the map Also tasks with a context loca tion a will display a similar icon when viewed in the Today View The map symbol looks the map icon shown here oa Oo Aepo n a a aera be MT LE ef Calendar View Apr 29 30 May1 2 3 4 iPad gt 11 18 o mm The Calendar View is one of the most important Views in Pocket Infor p mant This View will allow you to select from multiple types of Calen lina am ji mya b dar Views Day Week Month and List Views Events and Tasks can April 2012 Sun Mon Tue Wed Thu Fri Sat p SMN TWTFSE Apr 29 30 May 1 2 3 4 5 be added and edited from here Calendar colors appear in these r 7 30 Invent Tri a a 8 9 10 gt 13 14 urc 29 3 w 9 0 0 be arket ng 62 0 c 7 i a 1 0 Visit to U A Views with the Event title and other Event information You can also 15 16 17 1e i 20 21 11200 Test 1830 Kare 10 Panona 4 PTEN ae Oe ee Oe 17 00 Never E display tasks with a variety of options within each calendar view z These attributes will be discussed in further detail below May 2012 6 7 8 9 10 11 12 a g NE TWTF S 10 00Church 13235 OWS CL CIITHB 2 00 Discus RIED Caren 16 i 2 8 oe 14 00 iOS past a oa 0 00 10S test 2 8 00 Start Plan 10 00 Golf Les 8 00 Connect S faasi Events and Tasks can be edited from any of t
91. mpletion date when you mark the Task as Completed the next Task will be due a week from the date you mark it Completed Alternatively if it s set to recur from the assigned due date the new Task will be due a week from when the last Task was due regardless of when you actually completed it Task Alarms Pocket Informant allows you to set an alarm for a Task There are two types of alarms for a task you may choose It is important to Illustration 3 13 iPad Task Editor shown all devices similar iPad 16 46 Cancel POCE i 1 4 Start Due Repeat Add alarm Context Folder Parent Action Priority Complete 0 Sync To Tags Icon an Add Child G note that you can have multiple alarms on a task but each individual alarm has to be either set for Days Before or On Date The Days Before will allow you to set an alarm for a specific time on a specific number of days preceding the task The alarm option for On Date will allow you to set an alarm for the task on a specific date at a specific time Projects and Context By selecting the Context or Project View you can select or create Contexts and Projects for this Task To create a Context or Project simply type in the name you wish to use and then select the Create line Note the Context field is not shown in FranklinCovey mode 45 Parent Task A task can be a sub task to other tasks This lets you choose the parent of the existing task Action
92. n about this item at a glance Refer to the table on page 9 of this document for an explanation of these icons Users may also select icons from the built in library to add their own unique identifiers to tasks and events We have updated how parent and child tasks are displayed A parent task can now have the child tasks collapsed into itself in this view to open up more screen real estate when needed Simply tap the triangle on the left of the parent task to expand or contract the child tasks in the view The iPad version is shown Illustration 3 4 iPhone iPod Touch are similar but without the left side graphical view Illustration 3 4 iPad Today View Shown iPa New Child 2 More 5 0 6 7 d F ae ad Events 10 00 12 00 13 00 ie M 17 00 18 00 Tasks Due Today amp Overdue Train For Saturday Football With Herschel Walker Call Tony Stark and Laugh At Him Prepare A Gourmet Meal For Staff lt T K Dad X Repeating task 5 11 12 5 days overdue Tasks In Progress X Repeating task 5 11 12 5 days overdue A task for today 5 11 12 Tomorrow X New Parent T 4 16 12 Tomorrow X All new task 4 9 12 Tomorrow Call Good Morning America wsandlin5 s list Tomorrow Ww ALI a If you have an event with a location attached to it then you will see the map button just below the event add button Tapping that button will show you a
93. n the Event Categories Sync As setting you determine how the Outlook event categories will sync to miil ATERT gt 11 09 1 96 mmm Desktop Sync Settings Event Categories Sync As Calendar Tags V Task Categories Sync As Tags Projects Contexts Calendars to Sync Q 24 Search Settings 62 Pocket Informant you can set them to sync over as tags or as calendars Task Categories Sync As Tags Projects or Contexts In the Task Categories Sync As setting you can set how the Outlook task categories will sync to Pocket Informant You can set them to sync as tags projects or contexts Following these settings are the calendar selections to sync The last settings in this view is the Advanced Connection method This setting is usually left on the default which is Desktop Connects to Pocket Informant Occasionally when troubleshooting our tech support will have you change the method for some users this can resolve connection issues IOS calendar events cannot sync with WDS IMPORTANT Whenever you do an iTunes update you must shut down the WDS sync client prior to updating Failure to do this will prevent your WDS from working after the iTunes update In the event that this happens to you please contact support They will be able to assist you in correcting this issue When upgrading the WDS client it is best to uninstall the existing client This gives the new client a clean starting point Due to
94. n this view you can see the number of items you have in you database broken out by Calendar Items iOS Calendar ltems Task Items Note Items Projects Tags Contexts Templates and Notifications Advanced Database Statistics Calendar Items Includes the count of all items in the Pocket Informant calendars Calendar Items 113 IOS Calendar Items Shows the count of Pocket Informant items from the iOS native calendar It shares a database with iOS Calendar Items 38 Pocket Informant and can be accessed by turning on the iOS Calendar Support in the Calendar Settings of the applica tion Task Items 227 Task Items Shows the total number of tasks in the database Note Items 8 Note Items The count here is showing all of the note items text notes and voice notes Projects 15 Projects This field shows the number of projects that are currently in the Pocket Informant database Tags 9 Tags This is the total count of tags that are current in the Pocket Informant database Contexts 16 Contexts The number of contexts that are in the database will be displayed here g 4 Calendars The number shown here represents the total number of Pocket Informant calendars and al AT amp T 13 46 81 mm does not include the iOS calendars being displayed in Pocket Informant This count also does not Advanced Application Logging s include Pocket Informant virtual calendars such as the Internal Task Calendar Settings Templates In this field you will see the count indi
95. name of your PC should be displayed you can tap it you will then be prompted to enter a All Calendars password This password can be anything you desire as this is the master password for the pairing Once paired you can Task Note Color amp Icon gt select the calendars to sync then press the First Time Sync button If you do not have iTunes installed you will need to use the manual configuration method To do this select the manual option you will then need to enter the IP address of the PC you are wanting to pair to Set the port option to 1500 then enter the password to anything that you would like set the calen dars to sync and press the First Time Sync button Please note that at this time the WDS sync only supports IPv4 addresses On your PC during the initial sync you will be prompted for a password please enter the password that you just entered into Pocket Informant for the pairing Using the WDS sync client you can configure the WDS several different ways to sync only the data that you need Right clicking on the WDS client in Windows open up the sync options menu Here you can decide if tasks or events or even if both sync You can also set the sync time frame for one month three months a year or all The notes toggle will sync notes if checked In Pocket Informant there are several additional settings that will allow you to tweak your WDS configu ration they are as follows Event Categories Sync As Calendar or Tags I
96. nd Pocket Informant are identical in features and functionality Following the updates from iTunes some of you might see two versions of Pocket Infor mant on your iPhone iPod Touch If this is the case you can choose to keep either version They will not however share any data If you choose to keep the version without data you can email your database from the other installation and install it to the installation of Pocket Informant that you are choosing to use Once that is competed you can remove the unwanted version from your device by holding the application icon and tapping the black x over that icon This operation is detailed in Chapter 8 of this user guide How to Move a Database Launching Pocket Informant After installing Pocket Informant you will see its icon on one of your Application screens Tap the PI Pro icon to launch Pocket Informant and begin using it Removing Pocket Informant Pocket Informant is uninstalled just like any other iOS device application Removing Pocket Informant will remove all your data permanently To uninstall Pocket Informant follow these steps Using iTunes 1 Go to the Applications tab when syncing your device and deselect PI Pro 2 Click the Sync button in iTunes This will remove the application from your device On Device 1 Hold down the PI Pro icon until all of the icons start to shake 2 While shaking each icon will have an X in the top left corner Tap the X near the PI P
97. not supported by Google Tasks will remain visible on your de vice unless a reset sync with Google Tasks occurs If that happens the tasks shown in Pocket Informant that are synced with Google Tasks will lose their Pocket Informant attributes and will only show the information supported by Google Tasks None of the built in Pocket Informant sync solutions will sync iOS Calendar events Calendars can only be synced with one sync partner Tasks can only be synced with one sync partner Contexts and Projects Folders do have to be assigned to a sync partner and can only sync to that specific partner Tasks cannot be assigned to specific calendars they are assigned to specific sync services Alarms synced to ToodleDo will be set to noon unless you are using a ToodleDo Pro account ToodleDo Pro does support alarms however the alarms have to be converted during the sync into a format that ToodleDo will understand so a reset sync may or may not bring back all of the task alarms lf you are using iOS 4 3 or older you will not be able to sync with Pocket Informant Online 1 Removing A Sync Service Removing a sync service is very simple and straightforward In the sync settings of Pocket Informant select the sync that you want to remove In the details of that sync near the top of the view you will see a remove button Tap that button you will then be presented with two choices Remove the account or remove the account and data These are self explanator
98. nt has many different priorities that can be applied to tasks In these settings you can select the dis play color for all of the priorities and the text for each of these same priorities Carousel Mode Contacts In the contacts view when in the landscape orientation this setting will determine how contacts with photos will be displayed The choices are Flat Cylinder Flow and Flip Flat is a simple left and right swipe of the photos Cylin der adds the effect of the photos being on a round cylinder as they are displayed Flow is a smooth left and right view Flip is like the landscape view in the music player in that each contact flips in and out of view Font Size Notes This setting will determine the font size for notes that are in Pocket Informant The bigger the number the larger the text will appear Reset Appearance This button will restore all appearance settings back to the factory defaults Illustration 7 4 iPhone Appearance screen shown all others similar al AT amp T gt 16 27 383 mm p Settings Appearance Overdue Priorities gt Contacts Carousel Mode Flat gt Notes Font Size 17 gt Reset Appearance gt Q m TY Search Settings 80 Today Settings In this view you can enable or disable the elements that are visible in the Today View The available elements will vary depending upon the task mode selected not all Today elements are available in all of the task modes All elements
99. nt in the event is there simply press the Done button to add the task to your calendar If your calendar is synced pressing the Done button will initiate a sync autosync enabled Not available in the Simple Task mode are the following editor fields Repeat End Repeat Context Parent Action Priority Completion Percentage Add Child Enter A Child Task 19 Chapter 3 The Views Pocket Informant uses several different views to help you get the information you need as quickly as possible We will explain these views in this section The Views Illustration 3 1 iPad Event Detail View all others General Task Event View Operations similar To view the details of a calendar item Task or Event tap that item This will open a new view that shows the item information in detail In the top of the view there are two buttons The button with the current date on it will return you to the currently selected view The Edit button on the right will allow you to edit the item currently being displayed The edit screen is identical to the other editor views throughout Pocket In Friday May 11 2012 Event Learn Ballroom Dancing for Later Date with formant ey In the lower portion of the Event Task detail view screen there are four buttons For Events from left to Today right the buttons are Delete trash can icon Duplicate plus sign with paper behind it Template iPhone aea with a star on it
100. nt size in Day View for all day events Color Display Tasks Illustration 7 3 iPhone Appearance screen shown all others similar uill AT amp T gt 16 27 83 mm p settings Appearance Weekday Weekend Current Month Weekday gt Current Month Weekend gt Font Sizes Title Font Size Medium gt Month Cell Font Size Small gt Week View Medium gt Q m vs Search Settings This option operates identically to the color display setting for events Colors are a visual aid that can help users at a glance identify events quickly and easily throughout the task views of Pocket Informant This setting determines how the user will see the items They can either appear with the cell colored the text colored or no coloring The col oring will be determined by either the tag or the calendar that the item is applied to 19 Use Tag Colors Tasks Again the use of tags in tasks is identical to that used in events Tag colors help users identify an item by relating it to an activity such as work family etc When enabled The tag color shows on the item layered over the calendar color Overdue Tasks This is the area where the color for overdue tasks is set If you need a red alert so to speak when a task goes overdue or of you want something a little more subdued this can be determined and set here In the various task views this is the color set for any tasks that are overdue Priorities Tasks Pocket Informa
101. offer the option to rename the Calendar To delete a Calendar swipe to the right and press Delete Calendars can have icons and specific time zones added to their attributes iOS Events Pocket Informant supports the native iOS or built in calendars on your iOS device See native calendar support elsewhere in this manual for further information on this feature There is also detailed information in the application itself regarding this setting iOS Events Settings Think of this area as a Manage Calendars section for iOS calendars Here you can decide what iOS calendars will be visi ble and therefore useable in Pocket Informant ISO Week Numbers This turns on the display of the ISO week numbers on the day titles within the Calendar Week View Default Calendar Alarm This setting allows you to automatically attach an alarm to any new events that you create Work Hours This is where you can define the hours of the work day by selecting start and stop times This setting is used to shade work hours in Day View and the time bars in Week View New Event Duration This setting lets you determine the default duration of new Events that you create Alarm Notification Sound This is the area where you can set the default alarm sound for events List Shows Empty Days View Specific Settings When enabled this will include empty days in the list views so that you can easily identify them Week Setup View Specific Settings This setting a
102. olor choice will determine the color that the titles appear on the tasks in Pocket Informant this provides the ability to differentiate tasks easily at a glance Search Settings Pocket Informant now permits syncing with more than one ToodleDo account at the same time Pocket Informant Online This is our brand new sync service Think of this as Pocket Informant s own cloud so to speak It is currently in its 1 0 iteration and will grow rapidly from where it is today This is a subscription based service the terms and subscription in formation are available at htip oocketinformant com pio The directions to set up Pocket Informant to sync with Pocket Informant Online are listed at the top of the Synchroniza tion section In its first iteration this sync will sync Events Tasks Notes text and voice and Settings The advantage is that this is the only sync service that matches Pocket Informant tasks notes and events feature for feature This service also has a web interface that is very similar to what you would see when you look at Pocket Informant on the device As with the other sync services Pocket Informant Online does not support the syncing of iOS Calendar events It is important to note that Pocket Informant Online does support Notes and Voice Notes syncing Smart Groups and tags sync to Pocket Informant Online as well sn EES all AT amp T 14 38 92 Sync Se Pocket Inform Cancel Enabled Com Automa
103. or your meeting If the contact has more than one email address you will be asked to pick one of them When you save the appointment you will be asked if you wish to send a meeting request You have two choices to send a meeting request e Send via Email This brings up an email box that you can add text to or simply press Send to send a meeting invitation created by Pocket Informant for immediate send The recipient will have a couple of different options when they receive the notification If they are a Pocket Informant user they can simply click on the link in the email to have the item added to their Pocket Informant calendar Other options include an ics file or all event detail in the text of the email for easy copying and pasting e Send via Google lf you have Automatic Sync turned on for Events and are synching with Google then this will request Goo gle to send a meeting invitation for you as soon as the background automatic sync completes Recurring Events Please note that for a contact to be able to be a meeting attendee that there will need to be an email address in that contacts information Otherwise they can be added to the event as a contact On the iPad there isn t a Don t Send option instead simply tap outside of the editor area to close the email dialogue and not send the item Illustration 3 3 iPhone Meeting Invite Shown all others similar Would you like to send attendees a meeting invite Using Googl
104. ossible This new major update to Pocket Informant 2 50 builds on previous updates with improved speed and reliability some new featuers and some improvements to the existing ones To get the most out of Pocket Informant 2 50 please take a moment to read through this user guide Care was given to make this guide as detailed as possible and to help you as a Pocket Informant user get up to speed as quickly as possible Context Location Alerts Pocket Informant has the ability to set off an alert when you are in close physical proximity to a context with a location assigned to it The way this works is best illustrated with an example If you have a task with a context called shopping and you assigned the address for the store to the conext Pocket Informant will watch for that store to be in close proximity If you happen to find yourself near the store Pocket Informant will sound an alarm to remind you that you have an active task at that location This feature is activated in the task settings under the main settings tab It is important to note that this feature uses the device s cellular radio to determine the location and report changes Terminology The term iOS Device in this User Guide is intended to include the iPhone iPod Touch and iPad Listed below is a quick explanation of some of the key terminology used in Pocket Informant These are appointments meetings and Calendar items These are the task or to do items Calend
105. pplication time zone preferences The default setting is automatic meaning that the device timezone information will be used by Pocket Infor mant However should you have the desire or need by tapping this selection you can set PocketInformant to any timezone you like Time zones can be listed by city for more convenient choosing by moving the slider labeled Listed by City to the On position TextExpander Touch Snippets Please see Chapter 2 of this user guide for detailed information on TextExpander Touch This is a simple toggle to turn on or off the TextExpander Touch feature ff Appearance Theme Desk Theme Theme s are new in Pocket Informant On the iPad the Desk Theme is selectable this allows you to customize the desk surface look that Pocket Informant uses On the iPhone the Theme s change the color scheme of the user inter face The color choices do not impact functionality at all Max Title Display This setting allows users to determine how many lines are displayed in the event or task title There are multiple choices ranging from all lines to a single line The default is one line Past Appointment Style Events This setting allows users who have need to differentiate past appointments and completed tasks with a different look to do so There are four choices None Italics Small Text and Faded Whichever setting is chosen will determine how past appointments and completed tasks will look throughout the views Mon
106. r work so when viewing a task with a blue flag one could quickly identify that the task is work related at a glance The tagged grouping is not available in the Simple Task Mode To see the Tasks for a particular Context simply tap the Context and you will see all of the Task items in that particular Context Again all the standard Task controls are avail able in this View Creating Tags Tags are created and managed in the Pocket Informant General Settings Tap the Manage Tags option from the menu to create and manage Tags Tags can also be added from the task editor Just tap the tag field and type in the name of a new tag and tap the green plus sign This will create the tag and immediately apply it to the task you are creating Starred The Starred Group keeps Task items that have been starred You can use starred tasks as a hotlist favorite tasks or a quick list a priority list or any other reason that works for you The Starred grouping is not available when using the Simple Task Mode 41 Next Actions This Task Group View will allow you to see the Next Actions for each Project A Next Action is the first Task that is uncompleted in a Project You can also assign a Next Action to a Task that is not assigned to a Project if you wish and it will show up here Next Actions are not available when using the Simple Task Mode 42 Groups The lower middle area of the Task screen is the Group area There are several pre defined groups The va
107. rious groups are listed below with their detailed descriptions The detailed group views are very similar in operation At the far left of each group name is a bubble with a number in it if there are any Tasks in that Filter The number indicates how many Tasks are in that Filter Tapping any of the Filters will show you the following as well as the specific Filter detail All Active This View shows all Tasks that have not been marked Completed In Progress This View shows all Tasks that are currently in progress meaning that it s past the start date of that Task and it has not been marked Completed Not available in the Simple Task Mode Overdue This View shows all Tasks that are currently overdue i e the current date is past the due date of that Task and it has not been marked Completed Due Today Tomorrow This View shows all Tasks that are due today or tomorrow This filter will also show Overdue Tasks Undated This View shows all Tasks that have been never been assigned a date Not available in the Simple Task Mode Completed Today This filter shows all of the tasks completed today Not available in the Simple Task Mode Tasks With Comments Any tasks that have had comments added will show in this group Not available in the Simple Task Mode Completed This View shows all Tasks that have been marked Completed Illustration 3 12 iPhone Task Groups view all others similar aiil AT amp T gt 4 91 lamb ed 11 12 al
108. ro icon and this will prompt the device to ask if you want to remove the appli cation 3 Tap Delete to confirm that you want to remove the application Pocket Informant 2 50 whats new One for all and all for one During the development of Pocket Informant the most common request from our users was the need for a universal application that would run on the iPad and iPhone iPod Touch Pocket Informant Pro is now a universal application The same app that you purchased for your iPad will run on your iPhone iPod Touch fullly optomized for the device that it is running on Functionally it is identical to Pocket Informant Some of the more subtle improvements are as follows polished up parts of the user interface including the Month View Week View Date Picker We ve added a groundbreaking new sync service called Pocket Informant Online which you can think of a Pocket Informant s own cloud sync service We have made major strides in reliabilty and improvements to the Pocket Informant support of the iOS calendars Syncing can now take place with multiple sources for example you can sync with ToodleDo and Google Tasks and Pocket Informant Online all at the same time We ve summarized several of the new and updated features below Improved Reliability We have worked hard to improve the database handing with Pocket Informant 2 50 What this means to you is greater reliability We have also re vised the methods Pocket Informant uses
109. rsion Information This is important so that you can verify the exact version and build of Pocket Informant that is being used This is especially important information for any interaction that you may have with Technical Support Also by tapping on the version information you can bring up the Pocket Informant tutorial video at any time Beta version 2 50 24 shown Email Settings This button will allow you to email your settings file for backup purposes or if you have other devices run ning Pocket Informant and would like to have the same settings on each you can email this file to that de vice and copy your settings On the receiving device the method for installing the settings is as simple as clicking on the file in the email a Advanced Subscribe to our Newsletter Pro Tips 2 50 24 Email Settings 93 Chapter 8 Limitations and Troubleshooting In this chapter we explain the limitations of Pocket Informant and offer some troubleshooting tips for some of the most common issues ee i M aM M y T aM y O a a M r a O a T a a o a y M w w kd a w w w lt Known Issues Compatibility Limitations Using Pocket Informant brings you into a community of fellow users There is a good chance that if you are having a difficulty that someone else has come across the identi cal or very similar situation there is a also lot of community support for
110. s Google will show the starting occurrence and the first rotation of that occur rence pattern even if it is within the same time frame all AT amp T amp 14 20 94 Google Tasks Sync a PP Pocket Informant iOS is requesting permission to Manage your tasks View your email address Pocket Informant iOS Ae rd Learn more Allow access No thanks O E YR LERI Calendar Tasks Contacts Notes sync is a continually evolving and improving process we will be posting more information and announcements on our website hitp pocketinformant com New in Pocket Informant is that we now support the ability to sync events and tasks via multiple Google Calendar Task accounts Following the setup instructions above you will be able to go back to Add Account portion of the sync settings and repeatedly add different Google Calendars The Google Calendar sync does not support the syncing of iOS calendar events 64 Migrating Existing Calendar Data to Google Calendar If you are using iCloud There are a few options for migrating copying or syncing data from iCloud to Google Calendar The best way is to use third party commercial software such as Span ningSync or BusySync to publish your iCal calendars as Google Calendars There is also a free option called Calgoo that is recommended by some but has not been tested by WeblS Make sure that your iOS Devices and Mac use iCloud to sync your calendar data and
111. s both inbound and out bound Pocket Informant comes ready to sync with Google Calen Pocket Informant Online Cell Wifi Yes Yes es dar Google Tasks ToodleDo Out Must be on same network as PC look on the PC and Pocket Infor mant Online SE Reset sync options During synchronization operations Pocket Informant has y P a sync indicator that will show on the screen while the sync operation is in progress iPad version shown LATET 14 05 96 m Text notes can be synced with ToodleDo Pocket Informant Online or with Outlook via WDS syncing In the ToodleDo Reset Sync Cancel sync configuration the slider for notes support simply needs to moved to the on position In WDS the notes sync to Outlook is automatic when the checkbox in the WDS sync option for notes is checked Pocket Informant Online sup ports the syncing of Voice Notes E gt Events created on iOS calendars cannot sync via any of the currently supported Pocket Informant sync services DD esata er ae assigned to this account and downloads all data from Toodledo Erase Local data It is possible to sync multiple devices running Pocket Informant to the same sync source but some precaution does oo Merge local amp server need to be taken when doing this We will explain more about that later in this section l Erases synced local data assigned to this account but keeps unsynched data Then downloads all data Creating a sync
112. s can cause corruption Its always best to make sure that your devices are syncing automatically If you are in a situation where you are unable to sync simply make sure that you keep your edits on one device until you are able to sync again after the device with the edits completes a successful sync you can resume normal operations 61 Desktop Outlook Windows Only Pocket Informant can sync with Outlook for Windows using our free WDS client or gSynclt from Fieldston Software While gSynclit is not a free tool it is far easier to use and setup Our free WDS client is available for download but does incur a po al AT amp T gt 11 13 1 97 Sync Setti DXX 4 Ko 0 Sync Remove tentially more difficult setup procedure due talking directly between your device and your PC which may be interfered with Enabled EC by firewall and anti spam utilities i Automatic C When you select the Desktop Sync you will need to make sure that you have the latest version of iTunes installed then l l l Never Synced download and install the WDS sync client on your PC it can be downloaded http download pocketinformant com PIIP WDS Please make sure to download and install the correct version for the ver sion of Outlook that you are using either 32bit or 64bit Next you will need to pair your PC to Pocket Informant The sim Paired with WIN DJUKMUS9 gt plest way to do this is to use the automatic settings Settings gt When you choose automatic the
113. see Y 12 SS iS this occur several times This is the normal operation of Pocket Informant and does not indicate any kind of Wed May 16 2012 Yi malfunction The scrolling motion simply occurs faster than it is possible to load data so the bottoming out occurs while data is being loaded into the view This should happen very quickly 10 00 12 00 Train For Saturday Football 11 00 Test me 12 00 Current Location 12 00 Test me 2 13 00 Honolulu HI 13 00 Call Tony Stark and Laugh 13 15 Office Me Prepare A Gourmet Meal For w Repeating task to SS 5 11 12 5 days overdue O BE R e Today Calendar LERLE Contacts Notes 29 Day s The Day s View displays information for single or multiple days Event bubbles cover the duration of the Event and are the color of the Calendar that the Event is stored on or the tag if Tags are used Navigation in this Calendar View is also done by swip ing up or down for the selected day or left and right for switching between days Holding down a time will bring up the add task or event dialogue Illustration 3 6 iPhone Days View DON shown all others are similar The Day s View features a red line to indicate the current time In this view it is possible to drag and drop events to new times and dates To use this feature hold your finger on an event and watch for 4 91 im the outline to appear When it does you can then drag the event to the desired start time within the 2 f
114. sk view in all modes except the Simple Task mode tapping into a project folder shows a dashboard This dashboard shows the stats of the project If you do not wish to see this but only want to see the project content simply move this slider to the off position and the dashboard will not be visible When enabled you will need to drag down the view inside the folder to see the dashboard Manage Smart Groups Smart Groups are a powerful new feature in Pocket Informant 2 5 In the Tasks section of this user guide they are discussed in detail This menu selection takes you to the full Smart Groups editor where Smart Groups can be created edited or deleted In summary think of Smart Groups as user defined filters for tasks Start Date Defaults When this is on Pocket Informant will automatically set a Start Date of today on all new Tasks that you create Due Date Defaults This feature when enabled will determine the default due date for new tasks The default selection is Today Default Task Priority You can set the default Task priority here This is what Pocket Informant will use when setting up a Task as a default if no importance setting is selected when adding an item Default Syne Account Setting a default sync account means that any task created will have the Sync To field populated with the sync account chosen in this setting Color for Unsynced Tasks In the task view unsynced tasks will be shown in the color selected here
115. so 8 Publish Nov 8 Fill in for lea 11 Receive A 10 Golf Lesso GW 16 Testing 15 Attach Wa Calendar 17 Attend Aw 13 Examine S 17 Never End 16 Weekly Fo 28 29 30 31 Jun 1 2 9 Call Tony St 5 Travel To lo 7 Build A Rac 10 Golf Lesso AUDIO UEI 10 Test Drive 10 Golf Lesso 9 Enter Car In 17 Never End 16 Weekly Fo 14 Accept Aw 17 Ponder Th 10 Start Race Today 31 Month Cell Style The cells in the month view are capable of displaying your Task and Event information many different ways The default is Mini Text with Time This will display your event title and the time in the cell In the settings of Pocket Informant are many other display options for the Month View cells these include Mini Text Mini Text with colored background Icon View and Numbers only mode Pocket Informant s time bars are an innovative feature that allows you to quickly see how your day and weeks and months are filled by different kinds of appointments The time bars in the Month View are slightly different than the ones in the Week View a gray line separates A M and P M with A M being on top The top left of the time bar is 12 00 a M with the top right being 11 59 A M The bottom left of the time bar is 12 P M with the bottom right being 11 59 P M However not everyone needs or wants to use the time bars There are other view options available These are Mini Text Mini Text with time Mini Text with colored background Icon
116. t GO this version of Pocket informant is a universal application that will run on the iPad iPhone and iPod touch It is a the entry level Pocket Informant application for the iOS devices Scaled down from the original Pocket Informant and Pocket Informant Pro the GO release packs plenty of planning power Included with GO is the week view for events a task view that mirrors the Simple Task Mode from Pocket Informant and the ability to sync with Pocket informant Online Google Calendar Google Tasks and ToodleDo GO was designed with the user in mind that needs some of the features such as syncing but doesn t need advanced task management or multiple calendar views With this much power and a value price we believe that GO will introduce an entirely new group of users to the Pocket Informant family One of our newest family members is Pocket Informant Online http oocketinformant com pio is our subscription only online service This is the Pocket Informant cloud It is the only available sync service that fully supports Pocket Informant for the iOS devices In addition to the full syncing services Pocket Informant Online has a web interface that will allow you to enter edit and manage your tasks and events Pocket Informant is also currently available for Android and BlackBerry devices Please see our website http Awww webis net for more information 100 Licensing Information Copyright c 2011 Tom Irving All rights reserved Redistrib
117. t uses for tasks Some of the items included in this G i nbox 4 area are overdue undated completed today etc The next view y 0 E Folders 6 area is the Smart Groups area Smart Groups are user created and 4 a caT 16 user defined filters Contexts w Son Fishing Trip D Tagge d k 5 10 12 6 days overdue a When you tap on a Group or Filter you will be presented with a list a Due Today A a of Tasks The user interface for the Task lists provides a quick and Kr Starred aeaiia easy way to work with single and multiple Tasks Next Actions Due Tomorrow Om gt Call Good Morning America To mark a Task completed simply tap on the circle on the left To or ee z select multiple Tasks at once for a mass operation such as com CEMB 519 12 Tomorrow ec Pa In Progress X Going To See Magnum PI O plete or delete tap the right most 3 bar button for each task that ME 57 12 Tomorrow 2 you want to complete or delete To view the details or to edit the A overdue pa oos ua Task simply tap the task which will open the detailed view and pro Due Today Tomorrow Im tromgooge 4 F vide access to the edit dialogue Undated SOUTH an then 30 days This View contains a Filter button in the top left corner and two but Y Completed Today a tons on the right of the Navigation Bar The first button is the group Tasks with Comments ings button this button when active presents the groupings
118. ta that you want in the event is there simply press the Done button to add the event to your calendar If your calendar is syn ced pressing the Done button will initiate a sync autosync enabled If your event is added to an iOS calendar the event will be added to the iOS database a few seconds after pressing the Done button 16 Creating Tasks Overview This button Check Plus located in the upper right of the Navigation Bar allows you to add new Tasks di Illustration 2 3 iPhone Editor rectly from the Task View any of the Calendar or Today View s A tap and hold on any day cell will also shown all others similar bring up the Create Task screen for that date Carrier gt 1 56 PM To add new Folders Projects Contexts or Tags from the Task main view tap that item then scroll the screen down Cancel Add Task This will reveal the Add button Please note that tasks cannot be placed on iOS calendars Screenshots are from the iPhone using the Strawberry Leather theme Task creation fields ane Due Today Star This is a button that will activate the star feature of a task The star will be in view in all of the task views and filter ened ae ing a gt Add alarm gt Task Title This is the are where you will name or identify the task Template Button Tapping this button will bring up your list of task templates Select the template of your choice here en ali Folder nbox gt Location
119. tery drain elena p aiendar One of the benefits of native calendar access is that anything that syncs events to the built in calendar in your iOS de werk vice will now be visible in Pocket Informant Events generated within Pocket Informant using these native iOS calendars ad y will also be visible back the other direction and will show on the native calendar and the sync partners of the local calen PocketMac g dar D Untitled V A few limitations exist in native iOS event access www me com ca i acific amp lang en JV e Events before 1933 are not supported either through Birthday support or trying to create the events this should be fixed in iOS 5 and above Events such as birthdays before 1933 will show up on December 13th or No Category V 14th of the year you are looking at Q ry Settings Meeting attendees are not supported unless you use the iOS Editor in settings e Calendar editing or deletion is not supported on iOS 4 and below e Alarms for native events will bring up the native calendar not Pocket Informant e Any Pocket Informant specific fields such as icon and tags are not supported for iOS calendar events Event time zones are not supportedit is important to understand that these limitations are not ones we can work around but are intrinsic to the iOS interfaces that we re using to access the calendars As Apple improves these interfaces so will our support of them These limitations are are intrinsic to
120. th Cell Font Size This setting determines how large the fonts look in the Month View cells The larger the font the less information can be displayed Color Display Events This is another flexible visual aid that can help users at a glance identify events quickly and easily throughout the cal endar views of Pocket Informant This setting determines how the user will see the items they can either appear with the cell colored the text colored or no coloring The coloring will be determined by either the tag or the calendar that the item is applied to Use Tag Colors Events Tag colors help users identify an item by relating it to an activity such as work family etc When enabled the tag color shows on the item layered over the calendar color Use Tentative Color Events Illustration 7 2 iPhone appearance screen shown all others similar al AT amp gt 16 27 Settings Appearance 83 mm Theme Strawberry Leather gt Max Title Display Events Past Appointment Style Color Display Use Tag Colors Use Tentative Color Today Q Search 1 line gt Faded gt Text gt CrO ore Jt we Settings This setting enables a color that comes from Google Calendar for tentative items synced down This setting works for some Google calendar users but not for all We have not been able to isolate when or when not this option comes into play For our users who do see this option work slid
121. the child tasks siblings At all times if a parent matches a filter all of its children will be visible all AT amp T gt 13 47 Advanced Editor Features Editor Features Task Settings The settings here determine what fields are active in the task editor Each of the non mandatory task editor fields have an on off slider Moving the slider to on will make that field visible in the editor sliding it to off will remove that field from the editor Context Show Completed Task Settings Folder Project This setting allows you to set what groupings inside of the Task View will show completed tasks Moving the slider to the on position of a grouping will make the completed tasks visible in that grouping Moving the slider to the off position will cause the SEL tasks not to show in the selected grouping Renee Repeating alll AT amp T A 13 47 Advanced Show Completed Alarms Priorities Choose which filters will always show completed tasks Calendar Tag Icon Inbox C OFF Folder Project OFF Search Contexts C OFF Tasks with Comments C OFF Starred OFF Next Actions OFF All Active C OFF Q sa Search Sinas 92 Subscribe to our Newsletter Pro Tips This is an in app option that allows you to subscribe to our monthly newsletter The newsletter is packed with information that lets you know where Pocket Informant is going and provides detailed tips to make you a better Pocket Informant user Ve
122. the following additional fields are available Add Attendee Anyone in your contacts list with an email address can be added as an attendee to your event attendees can be directly notified of the event via Pocket Informant See Meeting Requests Tags None gt Tags You can tag your event to make it easier to filter or to give it a unique identifier when you view it Icon A great visual way to differentiate your event is to give it an icon Pocket Informant provides a stan Calendar Work gt dard collection of icons that can be applied to your event for even easier at a glance identification con gt Under the comments field you will see three buttons These buttons all serve a specific function as out lined below Camera This button on devices with a camera will allow you to immediately take a photo and have that photo attached to your event It is important to note here that photos taken this way are not added to camera roll of the device and only reside in Pocket Informant on the event Photo You can tap this button to go to the library of photos on your device You can then select a photo to be attached to the event Contact This button will allow you to add a contact to the event This is different from an attendee As attaching a contact is more akin to at taching a business card to the event Contacts will not receive an email regarding the event Camera Photo and Contacts buttons Once all of the da
123. the various custom recurrence patterns that Pocket Informant offers and how to set them up Additionally this is a good review for long time Pocket Informant users It is always available as a resource when setting up a custom recurrence pattern The task recurrence rules are very similar however when creating a recurring task you will need to decide if the task will repeat from the assigned due date or the completion date Once this attribute is set it cannot be changed 25 Add Buttons These buttons located at the top right of the View activate the editor and will allow you to add new Events and Tasks directly from the currently selected view Calendar Tag Filter Button The Calendar Filter button is in the top left of the Today Calendar Task and Notes views It is the one that looks like a funnel To learn more about this feature read the section on Calendar Filtering When a filter is in Y use the button will change to a view with four boxes on tt Tasks in Calendar View List Week Day and Month Views can be configured to include tasks in either In Progress or Due and Over due modes The In Progress mode will display a Task on every date which that Task encompasses For example a task due a week from now will show up on every day from now until that due date A Task which has a start and due date will show up on every date between those dates In Month View if you are showing Time Bars then Tasks will
124. this type of sync Crash When Viewing Contacts Photos This is an issue that we are working to correct but have not fully resolved as of this writing Below is an explanation of the issue and the current solution The issue is a corrupted image in the contacts database The crash occurs in the actual iOS code for reading the image deep in the guts of iOS We ve put all the safeguards around it and we cannot stop it from crashing 97 The only known solution is to export all the contacts reimport them which cleans them up On OS X using iCloud we do this by exporting all contacts via vCard 3 0 format which includes the images Deleting them all in Contacts Then importing them Some people fix this by turning off contact sync on their iPhone and removing all contacts and then turning sync back on Crash When Searching You may encounter a crash when performing search operations This particular crash is more of an inconvenience than anything The reason why it still exists is because it happens so randomly that we ve not really been able to establish a root cause as of this writing We have made changes and improvements where we thought the issue was occurring and we have improved the search stability but in normal daily usage you may encounter a crash here Alarms Are Not Sounding If for some reason your alarms set in Pocket Informant are not firing there are several places that you can check to make sure that they do fire First is
125. tic Crm Never Synced wes webis net 0000000 Sync Options gt 92 Pocket Infor Pocket Informant gt VP B s Tasks Contacts Notes In the settings of Pocket Informant Online you can set the calendars events only folders and contexts to sync and you can set Pocket Informant to only sync attachments when on Calendars to Sync Wi Fi to limit the amount of mobile data used y Another important feature that Pocket Informant Online Syncing has is the ability to migrate data In a nutshell lets say that you are syncing your task data to ToodleDo but want to move it all to Pocket Informant Online Sync Attachments via To do that you will need to have already set up a Pocket Informant Sync account you can Wifi Only do this from our website www pocketinformant com Once that is done go into the Pocket Informant sync settings and build a new sync partnership with your Pocket Informant Online Sync Settings account make sure before doing the first time sync that you have selected the calendars that you want to sync from the available list if the calendars that you want to sync are not available we can cover that in the migration Now go ahead and do the first time sync Once that completes you should see a menu option for migration appear If you tap that you will be presented with other sync accounts that you are using Tapping one in our example tapping ToodleDo will cause all of the data syncing with ToodleDo
126. to 14 move to Pocket Informant Online and then remove the ToodleDo sync It is the same proc ess when migrating data from Google Calendar Google Task and WDS ie Today Calendar Tasks C OEE 3 T Contacts Notes 67 Migrating Existing Synced Data to Pocket Informant Online Make sure that you have a Pocket Informant Online account set up Please go to www webis net and make sure that you have account if you have already done this please skip this step In Pocket Informant please set up the sync service Go to the settings sync settings tap the add button and select the Pocket Informant Online sync if you have done this please skip this step Prepare to migrate the data It is important to only do this step to one of your devices if you are a multi device user Go to the Pocket Informant Settings Sync Settings select the Pocket Informant On line sync and tap the migrate button This will bring up a list of all non Pocket Informant Online sync services that you are using From the list simply select the items that you want to migrate Pocket Informant will then migrate the data to Pocket Informant Online and remove the sync service leaving only the Pocket Informant Online sync with any of the sync service that you chose not to migrate For the other devices simply go to their sync settings and remove all existing syncs Then add a sync for Pocket Informant Online Next do a first time sync The data will be reconcil
127. to access the iOS calendar data this provides greater speed and reliability if you are an iOS calendar user via Pocket Informant Revised Sync Options Sync options have been revised for more flexibility than ever before The familiar syncing capabilities with Google Calendar ToodleDo Outlook on the PC via WDS and Google Tasks are all available and improved In addition you can now sync to our own cloud called Pocket Informant Online It is now possible to use any combination of sync sources without issue You can sync your tasks to Outlook on the PC via WDS and your events to Google Calendar and have another sync that is syncing your events in a different Pocket Informant calendar to Pocket Informant Online or any combination of sync services Pocket Informant Online As mentioned above Pocket Informant Online is our new cloud sync service You can sign up for Pocket Informant Online at www webis net Once signed up you can sync your events and tasks to the only 100 feature matching sync option available for Pocket Informant Icons tags and contexts sync and are sup ported Unlike Google Calendar Tasks ToodleDo and the Outlook sync on PC sync via WDS Pocket Informant Online is a feature for feature match for task and event syncing to your iOS Device running Pocket Informant We will be adding features to Pocket Informant Online as time goes on so please keep an eye on our website for the latest information and you can do an in app subscription to our
128. to go to the Pocket Informant Settings Advanced Database Management and tap the reset alarms button This will refresh the iOS alarms manager and give all current alarm information to it Next if that does not solve the issue is to go to the Pocket Informant Settings Calendar Settings and make sure that the Alarm Notification Sound is set to one of the sounds and not to the None setting Repeat this for the task settings lf that is in order and the alarms still don t fire go back to the Pocket Informant Settings Advanced Allow Alarm Notifications For and make sure that both sliders are set to the on position The steps above cover all of the areas that alarms are controlled in Pocket Informant The next set of steps are for verifying that notifications are turned on for Pocket Informant in iOS In the settings of your device tap on Notifications and scroll down to Informant and tap on it Now make sure that all of the sliders in this view are set to the on position This will ensure that the iOS Notifications center is also set to fire all of the Pocket Informant alarms 98 How To Move a Database If you have emailed your database to yourself or you wish to copy your database to keep a backup please follow the directions listed below First we ll talk about restoring the database In this scenario you have either emailed the database to yourself or you want to install a backup copy of the database First connect your device to i
129. top and re do the steps for pairing once this is done the sync should resume working properly Emailing Tasks with children or tasks with parents If you email a task with children or child tasks with parents the recipient will need to tap each task to bring them into their Pocket Informant At this time there isn t a way to tap one of the family tasks and bring in all of the tasks On the iPad my left side view pane is almost blank This is a Known issue randomly when using an iPad in the landscape mode the left side pane in the Task View can lose all but one of its entries We have been working on this issue but have not yet been able to correct it When this occurs you will need to restart Pocket Informant to restore the view From the main iPad screen double tap the home button in the strip of icons hold the Pocket Informant icon until a red dash shows over it Tap the red dash Once the icon disappears tap the home button Now from the main iPad screen restart Pocket Informant The view on the left side pane will be restored I m seeing a start up crash on my iPad after I restored the database This issue is caused by a specific settings combination It has happened randomly though so we ve not been able to identify the specific settings that are causing this or the root cause in the code We are working on this however if you run into this please do the following Connect your device to iTunes click on it then click on the apps tab and s
130. u wish to display a check mark indicates that calendar will be displayed and then tap Save e Press the colored Calendar or tag circle on the left side of the calendar cell this will select just this single calendar tag to filter by and immediately perform the fil ter If you would like to view all of your Events Notes and Tasks meaning the filter should not apply Then simply tap the show all button for the events and or the tasks The screenshots shown are for the iPhone iPod Touch the iPad is similar Also please note that the screenshots below are shown for tasks and events the notes filter is similar Main Filter view Calendar Filter Selection Tag Filter Selection wil AT amp T A 11 09 100 ammp atl AT amp T gt 11 09 100 amp al AT amp T gt 11 09 100 mm Cancel Filters Save oe Filters save Cancel Filters Save Red Category V F F Show All Pick Calendars Pick Tags Show All Pick Calendars Pick Tags Work JV All events will be shown All New 1 J Contacts birthdays and events J Expense Tracker JV Show All Pick Tags iw Blue Category 7 All tasks will be shown Family V Family Vv Test Gcal Sync y Internal Task Calendar V US Holidays V gt Red Category 7 gt Work J Work V a a 595 Chapter 5 Alarms In this section we will explain how the alarms work in Pocket Informant J Alarms Alarms can be visual notifications or they can have a so
131. ue Start 10 31 11 Due 10 31 11 At the far right of the Navigation Bar is the Add button This button allows you to add new Tasks If you are using Landscape orientation you will see three buttons to Group Search Quick Add or Add Illustration 3 11 iPhone shown all others similar will AT amp T 11 12 1 91 aa 4 Folders gt Contexts gt QD Tagged gt Ww Starred gt gt Next Actions gt Groups All Active 5 gt In Progress gt pom s Today Calendar Tasks Contacts Notes Pocket Informant has a dashboard for tasks that are assigned to a project folder this is a Summary or properties table for the contents of the folder or project At a glance one can see total tasks completion percentage start and due dates to make Pocket Informant even easier to use Creating Projects Projects are created in one of two ways e While in Project View you can scroll up above the first Project and press the Create Project button e While creating a new Task you can create a Project in the Project list 40 Contexts The Context Group keeps Task items grouped by their Context A Context is typically used to group by location or mode of operation such as Email Phone Calls Grocery Store etc To make use of the context location alarms you can assign a physical address to a context If an active task is assigned to that context Pocket Informant will set off an alarm when you are in
132. ue Today Due Tomorrow Completion Date Make Starred Cancel Task Conversions Tasks can easily be converted to events or projects by pressing the bottom right button from the task detail view screen When converted to a project the tasks children if there are any will be visible within the project Other operations from this button allow the task to be converted to an event or template or even e mailed If e mailed to another Pocket Infor mant user the task can be imported directly into their Pocket Informant Other useful buttons in this task detail view in clude the duplicate operations which looks like a plus sign This function will create an exact duplicate of the selected task To the left of the duplicate button is the task completion button Tap this button to mark the selected task com pleted The left most button in the view looks like a trash can This is the delete button and will delete the selected task In the task detail view the star function for a task can be toggled on or off Franklin Covey Task Mode The FranklinCovey To Do mode will change Pocket Informant s editor and View in subtle ways First the GTD groupings will disappear Second instead of using Contexts you are given the ability to prioritize using A Z 1 99 Other Franklin Covey features such as Projects with hierarchical Tasks Daily Notes Compass Mission and so on are planned for a future release The A Z 1 99 priorities are a powerful met
133. ulti Select 1 P Overdue l Context Illustration The Main Section TE am N 5 16 12 1 day overdue SS gap Due Today w Going To See Magnum PI w 5 7 12 Today e Delete This one is obvious after selecting multiple tasks tapping this button will delete all of the selected tasks Undated bo e Edit Tapping this button will allow you to edit the details of all the selected tasks in one step It is important to 7w pu a ai yack note here that all edits will apply to all of the selected tasks For example if you edit the due date all of the se Test yriy pan lected tasks will now have the edited due date Z Quick Edit This will likely be the most used button when in the multi Quick Edit Menu All Devices Similar iy Delete Edit gt Quick Edit select menu From here you can take the multi selected tasks and 2 Tasks Selected change the start date change the due date Due Today Due Tomorrow LOA s Completion Date or Make Starred important to note that if the selected Calendar 6F ittts d Contacts Notes tasks are all Starred then the Star function will change to Remove Star and will carry out that action if selected If some of the selected tasks are starred and others are not the Star function will default to Make Starred That is normal behavior and as stated above once all the se lected items are starred the function again will change to Remove Star Quick Edit Change Start Change Due D
134. und associated to them that you configure in the settings Tasks and events can have their own sounds meaning one alarm sound can be set for your tasks while a different sound can be set for events Alarms allow you to easily distinguish which alarm may be sounding The default sounds for each is set in the settings area for tasks and calendars respectively When an alarm goes off the visual notification will allow you view the item attached to the alarm or to ignore the alarm Alarm Settings The firing of alarms is controlled by the iOS The alarms scheduled in Pocket Informant are given to the iOS to notify at the appropriate time To make sure this works prop erly you will need to prepare your device The first step is to go to the iOS device settings notifications and scroll down to Informant Tap the Informant icon there and then make sure that all of the sliders are set to the on position Then go into the Pocket Informant settings advanced settings allow alarm notifications for and make sure both sliders are set to the on position The final step is to go to Pocket Informant settings then advanced settings then database management and tap the reset alarms button This will refresh all of the alarms that Pocket Informant has set to fire Alarm Limitations Alarms are a great feature however alarms are limited by the iOS to 64 alarms per application Pocket Informant still must schedule each alarm going forward For this to hap pen Pocket
135. ution and use in source and binary forms with or without modification are permitted provided that the following conditions are met 1 Redistributions of source code must retain the above copyright notice this list of conditions and the following disclaimer 2 Redistributions in binary form must reproduce the above copyright notice this list of conditions and the following disclaimer in the documentation and or other materials pro vided with the distribution THIS SOFTWARE IS PROVIDED BY TOM IRVING AS IS AND ANY EXPRESS OR IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WAR RANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED IN NO EVENT SHALL TOM IRVING OR CONTRIBUTORS BE LI ABLE FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL EXEMPLARY OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES LOSS OF USE DATA OR PROFITS OR BUSINESS INTERRUPTION HOWEVER CAUSED AND ON ANY THEORY OF LI ABILITY WHETHER IN CONTRACT STRICT LIABILITY OR TORT INCLUDING NEGLIGENCE OR OTHERWISE ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE iCarousel version 1 5 2 August 2nd 2011 Copyright C 2011 Charcoal Design This software is provided as is without any express or implied warranty In no event will the authors be held liable for any damages arising from the use of this software Permission is granted to anyone
136. uttons are All Events Tasks and Contacts At this time the Search View does not include Notes On the iPad the search operates a little differently as there is no dedicated Search View Each view has a search field in the header area of the page iPad search results will be grouped automatically by task contact note etc The actual searching of items is identical to that of the iPhone version in that you enter a criteria to search by Pocket Infor mant will then search the Tasks Events and Contacts for the information that you entered Also like the iPhone iPod Touch version Notes are not included in the search Illustration 3 16 iPhone and iPad Search screens shown iPad gt 12 14 Bo Ge ws a Results Carrier gt 4 25 PM April 2012 S MTW TF S 1 D 5 z J 4 Calendar Items 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Play NFL Football May 2012 Ss MTW s sT irF SS F 4 5 6 7 8 9 10 11 12 13 14 15 16 17 GR 19 20 21 22 23 24 25 26 27 28 29 30 31 mal sepugjey EHI MEF TE Sat a Play NFL Football 9 15 Test Event For Time Pici 12 15 See if Flux Capacitor iti Ss M TW T F S D 3 z a 1 2 a lt 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 June 2012 lt X New Task For Test E SM TW TF S b s 1 2 a 4 D6 7 8B 9 erl 17 18 19 20 21 22 23 1 04 25 26 27 28 29 30 2 00 Press Conference For i pe
137. w if you were to go back to the second occurrence of that pattern and make an edit and apply the edit to all future that edit would only go to the eighth occurrence not the ninth or tenth because after the eighth a new recurrence pattern was started Once you press Custom you can create the following recurrence types directly within Pocket Informant wiil AT amp T gt 16 20 AddEvent Repeat Event Never Every Day V Every Week Every 2 Weeks Every Month Every Year Custom 76 Em Repeat Event Custom Repeat save r Custom Recurrences Daily Every x number of days Every 2 weeks e Weekly Every x weeks on any custom combination of days such as Sun day and Wednesday or Monday Friday e Monthly Every x months on any custom combination of days such as e 5th and 19 of the month The first Monday of every month The last day of the month T m e Yearly Every x years on any custom combination of months such as e Every January and June The first Sunday in October every 3 years The last weekday of every July Custom recurrences for both tasks and events are one of the more complicated operations Daily Weekly Monthly that Pocket Informant supports To help you get the exact recurrence pattern you are look Yearly ing for there is now a help button at the bottom of the recurrences screen Tapping this but i 24 ton will walk you through
138. y removing the account only will leave all of its data in Pocket Informant This data can now be synced with other sync sources if applicable Removing the data and the account will take the account away and all of its associated items in the database that can include any associated tasks events and notes Dropbox Pocket Informant has the ability to sync with DropBox but in the sense of a true sync it is does not work like the other sync services mentioned in this chapter First if you do not already have a Drop Box account you can create one from within Pocket Informant Once you have an account to link with you will see the screenshot as shown in the screen shot at right Upload Informant Data This will copy the Pocket Informant database preferences and voice notes files and upload them to Dropbox Upload Notes Sound File A copy of the Voice Notes files will be synced to Dropbox when you tap this button Download Informant Data This button will overwrite all existing Pocket Informant databases and preferences and re place that information with information downloaded from the Dropbox For some users who want share settings and data between devices this is an efficient and easy way to accomplish that Import Settings Only Tapping this button will import the settings files only to Pocket Informant If you are a user with multiple devices and want them to have the same settings across them this option will allow you easily import the set tin
139. you can hold the device as if your were making a phone call When finished press the save button to stop recording and to save The note will be saved with the title set as the date and time it was recorded The play button on the left side of the note name will playback the note The button on the right side when tapped will display the voice note information Here you can change the name of the note and add a text note if needed Tapping the envelope in the top right of the view will allow you to directly email the voice note directly from Pocket Informant The notes are then filtered please note that All Notes and Todays Notes only refer to your voice notes and text notes created in the Notes View The Notes View is a standalone feature and should not be confused with the comments on events and tasks Tapping one of the filters will allow you to see the notes contained in that filter Tap a text note to view its details then tap the Edit button to begin editing the note When done editing tap the Done button to save the changes al AT amp All Notes Speech For Sons Graduation Air Force Toodledo wes webis net The 3 bar button on the far right of the text notes is called the Multi Select button and it allows you to delete multi ple text notes at the same time To select multiple text notes tap the far right button for each note that you want to delete then press the appropriate action button to complete Vo

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