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1. 12 EXA PIV EV 12 Hle 13 Sdgyeas drart ClOSS z suti 13 05 EAE 13 EEUU 14 COT DIC C Els dne Piden aas dette rakve 14 EIL 14 O Tum 14 mE GhILel la TII ITEM 16 Quick menu for task 17 UP zeus te Sania dats Sean eid diese Sud n ett dabo tto fau 19 Sar tAOG ziadne 20 Ode ETT TETTE TTE TT CT MM 21 Standard TOMES 21 Create new 22 Ask Ge 28 DS VEIN 31 ESS saa ces etn Ga Tem 31 MSU T 32 Project Man ageINGl 33 DOCUM glee eee eee CS TI EET 35 KORCO a osada 36 WAG ccc c 38 WED Browse 40 NavidatloDfoldel S oiran db 41 Network COS CEO S us etd eerie diae ead tdt eter tieni ed fre d attente edet 42 Change passWOF ossa amo Suvea qu dUDS D ac 43 Comm Unity EDV GmbH 2010 2 Manua
2. KOMMUNIKATION ORGANISATION INFORMATION 8 oc 0 MW WY M 05 T Manual English KOI Desktop App 2 0 x KOI Kommunikation Organisation Information Comm Unity EDV GmbH 2010 Manual KOI Desktop App 2 0 x Contents ab d ars dea tape d 3 Information on how to use the documentation 3 System requirerentiSt jaa saan sawn CIT PEE eden Ra edax VIP ad ca odds Mia cd jana 3 COMPAD added nuda dada ea ou 3 Description of the user interface 4 PLOGLCE SALUS ass de 6 Create a new project 3 001101 6 muelle dude 6 m 7 Tracked 7 8 URN 8 DUCA ooo 9 Reference material zsscxetaanevute reat t ipaa era e a aD arde vw P TR 10 NOLES ras h h PET RD pF mas m se RC RR NEC PRIME KIM REM 10 CEP le LIONS TNT IT TTE 11 Save dS a udi dia iE eR ER i d n tC S eso l n 11 Irnsert d Lords casti ds 11 aan eae eae eeae scat eee O 12 Print
3. 0 2010 10 43 am In the search results tracked projects are also marked with a red flag v See the explanation in the Context section p 6 Comm Unity EDV GmbH 2010 7 Manual KOI Desktop App 2 0 x Task title The task titles indicate the physical activities you need to perform in order to complete the projects b p 25 Ey k k Click and enter the This task was created by Marc first task By clicking on you can assign more tasks to the project Add new task Context The context indicates where you can perform the activity Example You want to tidy up your desk You can only perform this activity in the office So you select the context Aoffice To enter a context click on the icon provided below the activity title HELPFUL HINT Example Since all tasks are now accessible all the time you can avoid idle time You are waiting in a caf for your business partner and want to make good use of your time By calling all tasks of the Calls context a list of phone calls to be made is displayed and you can select an entry In the settings the number and titles of contexts can be chosen freely see the Settings section Comm Unity EDV GmbH 2010 8 Manual KOI Desktop App 2 0 x Due date The due date indicates the date by which the task must be completed HELPFUL HINT Example This is how you are reminded of your task on time or if uncompleted it will be displayed in
4. Browser SOCKS Provider localhost Manual Edit 127 0 0 1 Manual s J Remove Comm Unity EDV GmbH 2010 42 Manual KOI Desktop App 2 0 x Change password Click More and then click Change password on the menu bar Marc Koiler LJ By Context By Due Date LJ Inbox For verification you have to enter your old password and then enter twice your new password Old password New password Confirm password Finish Now click Finish to confirm the changes Your password has been changed Comm Unity EDV GmbH 2010 43 KOMMUNIKATION ORGANISATION INFORMATION KOI Kommunikation Organisation Information Comm Unity EDV GmbH 2010
5. GmbH 2010 If you select the Project research category the folder appears in the finder view under Project research The figure on the right shows an example of a newly created folder in this category If you select the Documents and knowledge category the folder appears in the finder view under Documents and knowledge If you select the Bookmarks category the folder appears in the finder view under Bookmark Type Manual KOI Desktop App 2 0 x Completed Today Ta Completed this Week Ta Created this Week Q Resubmitted Projects LJ New Folder Q Private Projects 6 Bing y Google y Yahoo Wikipedia 6 KOI community New Folder 6 Wikipedia The type indicates what kind of data is contained in the folder New Folder Choose folder type Comm Unity EDV GmbH 2010 24 Manual KOI Desktop App 2 0 x e Project search Such a folder contains all the projects within the parameters that you specified here Select this type and click Continue A window opens showing the parameters by which you define what projects are displayed in the folder 00 New Folder Enter required parameters for folder type Project Search Search w Details Project Filter Status Tracked only Created 01 01 2000 31 12 2100 Completed 01 01 2000 31 12 2100 Task Filter Task Status Performer Filter Settings Text Search Name
6. I Desktop App 2 0 x Align context right The contexts appear in the work list on the right hand side next to the task titles appraisal interview agree on a date Tue 10 12 2010 Align context left The contexts appear in the work list on the left hand side next to the task titles appraisal interview agree a date Work Tue 10 12 2010 Display empty context activated 10 27 2010 Display in the work list without empty context Car Service Make appointment Car dealership number 01223334444 Wed 10 27 2010 Background colour here you can set the background colour of the context as it appears in the work list Font colour here you can set the font colour of the context as it appears in the work list Font here you can set the font of the context as it appears in the work list To do this click Change choose the font style and confirm the entry with Wed 10 27 2010 In order to reset the default settings click the Reset default settings button In order to apply the selected settings in the work list click the Apply button Comm Unity EDV GmbH 2010 37 Manual KOI Desktop App 2 0 x Tags Here you can create new tags and change existing ones You can also assign tags which are not listed here The purpose of these settings is to manage the tag list To do this delete old tags which are not required any more or change the order of the tags to make quicker entries o6 im ty
7. Refresh Tasklist Changes the priority of a task conc Complete 0809 contact e Update the task list quotere Context Updates the task list by using s Edit Tags Ctrle current data and displays them m product in the task list Car Sev Resubmit Persons 4 Organis Cancel Resubmission e Complete When a task at hand gets completed the next task of the project is displayed If the task at hand is the only or last task of the project the whole project is completed and removed from the work list e Defer Set the due date of an upcoming activity to any date e Context Change the current context here e Open project Open the project for viewing and editing e Follow up The task remains hidden from the work list until your specified date and will only be displayed from that date Comm Unity EDV GmbH 2010 17 Manual KOI Desktop App 2 0 x HELPFUL HINT Example You enter a task at the moment you think about it although you can only complete it at a later stage The purpose is to ensure that no tasks remain unattended are forgotten or overlooked Everything is recorded in a reliable system and you do not need to deal with the anxious feeling that you might have forgotten something Meanwhile you keep an overview over the current tasks in your task list In order to show the follow up tasks in the work list click the Follow up tasks button on the toolbar Use this button to alternatively hide or show follow up t
8. a Tasklist Settings Con Documents Colors Navigationfolders Title Priority Normal Groups mmm Title Priority Critical mm Resubmission E x Title Priority High Rew singe in askli Web Browser Title Priority Low Row doublespaced EZ Description Fonts Groups Segoe UI bold 9 cm Description Segoe Ul regular 9 Quickbar Show on startup None Restore Defaults Defaults Here you can configure the visual display settings of the work list Thus you can customize KOI to suit your personal style Colours Here you can set the colours in which to display the work list Click on the colour field of the title that you want to change A window will appear where you can choose the desired colour Click OK to confirm Fonts Here you can change the font style Click Change and choose the font face size effects colour script and click OK to confirm To reset the default settings click the Reset default settings button To apply the selected settings in the work list click the Apply button Comm Unity EDV GmbH 2010 32 Manual KOI Desktop App 2 0 x Project Management x type filter text Project Management y Options for project management Context De Da Documents ME Navigationfolders Recommended Due Date Network Connections Today Project Management Tomorrow Tags Due dates of subsequent tasks E Tasklist Always defer We
9. ake appointment dealership number 012 1444 private Wed 10 27 2010 Value 20 MISI Car Service Make tment umber 012 1444 private Wed 10 27 2010 Border colour Here you can specify the frame colour of the tags Click on the colour field and choose a colour After confirming with the colour of the frame will have changed Background colour Here you can specify the background colour of the tags Click on the colour field and choose a colour After confirming with the background colour will have changed Foreground colour font colour Here you can specify the font colour of the tags Click on the colour field and choose a colour After confirming with the font colour will have changed Font style Here you can set the font of the tags as it appears in the working list Click choose the font and confirm the entry with In order to reset the default settings click the button In order to apply the selected settings in the work list click Comm Unity EDV GmbH 2010 39 Manual KOI Desktop App 2 0 x Web Browser e type filter text Web Browser gt General Add remove or edit installed web browsers Context The selected web browser will be used by default when web pages are opened Documents although some applications may always use the external browser Navigationfolders Network Connections Project Management Use internal web browser Use external web browser External web browsers Tags Tasklist Default syst
10. asks in the work list rer KO e Cancel follow up This button cancels the follow up of a task Now the task is displayed in the work list again Comm Unity EDV GmbH 2010 18 Manual KOI Desktop App 2 0 x Quick task entry Quick task entry allows for easy entry of tasks A task can be created here however projects cannot be planned To access the Quick task entry click on the Quick task entry button This prompts a window to open in the Work list where you can quickly and easily enter new tasks without having to open a new project Create Project Enter tags 2 Priority Normal DueToday Marc Koiler Reset Create In addition to the task title you can also set the priority due date contexts and tags in the Quick task entry Click on the terms in blue below the text input field and enter the priority due date and context The tags are entered on the right hand side above the text input field Create Project Enter tags Priority Normal Due Today Marc Koiler Reset Create Comm Unity EDV GmbH 2010 19 Manual KOI Desktop App 2 0 x SmartAdd It is possible in Quick task entry to enter the priority due date and tags by using the Intelligent data entry assistant To do this type the predefined character which you specified in the settings into the task title field and the options are displayed Use the arrow keys to select the particular term and confirm the entry wi
11. b Browser Never defer Ask Smart Input Change the symbols for the smart input here Priority Due Date Tags CI SS c Here you can configure the default settings for new tasks The settings are preset and remain the same when you create a new task unless you change them Comm Unity EDV GmbH 2010 33 Manual KOI Desktop App 2 0 x e Due date suggestion When you create a new task a default value has already been entered in the Due date field Select Today or Tomorrow depending on which value should be used e Due date of subsequent tasks When you open a task which consists of several activities and change the due date of an activity the subsequent activities might be affected Often the subsequent activities must be deferred The following settings are possible Always defer The subsequent activities are also deferred automatically Never defer The due date of the subsequent activities remains the same Ask If you change the due date of an activity a window opens with a request to confirm for the particular task if the subsequent activities should be deferred e ntelligent data entry assistant Define the characters for the entry assistant by entering a new character and confirming it with Enter For help on the Intelligent data entry assistant see SmartAdd chapter on page 17 Comm Unity EDV GmbH 2010 34 Documents Manual KOI Desktop App 2 0 x When a document is opene
12. d the appropriate program must be opened Here you can specify if and how the program is opened 3 Preferences l type filter text General Context Documents Navigationfolders Network Connections Project Management Tags Tasklist Web Browser Ask every time Preview Open Open externally Documents Document Settings Open Document Behavior Ask every time Preview Open Open externally Apply Restore Defaults A dialogue box opens asking you every time how the document should be opened The document is displayed in preview mode The document is displayed in a tab directly in KOI The document outside of KOI is opened in a program Comm Unity EDV GmbH 2010 35 Manual KOI Desktop App 2 0 x KOI Context type filter text Context gt General KOI Context Preferences Documents Navigationfolders Network Connections Project Management Tags On The Road Tasklist Persons Web Browser Read Alignment Align context right Align context left Display Show empty context Background color CI Foreground color 7 Font Segoe Ul regular 9 tete Dt Click New to create a new context Enter the name of the context and confirm it with Enter Sort the order of the contexts by selecting a context and clicking Up or Down In order to remove a context select the particular context and click Remove Comm Unity EDV GmbH 2010 36 Manual KO
13. em web browser ew Web Browser F Firefox F Internet Explorer Edit Remove You can open the web browser by displaying it in a new tab directly in KOI To do this activate the upper check box Use internal web browser If you want the web browser to open externally in another window activate the lower check box Use external web browser e External web browsers Here you can specify which web browser you want to use In order to add another browser click New and enter the browser name and path or click Search and choose your browser Comm Unity EDV GmbH 2010 40 Manual KOI Desktop App 2 0 x Navigationfolders Here you can choose whether you want to single click or to double click to open a folder out of the navigation area a Pa y 3 Preferences mc type filter text Navigationfolders General Context Documents Navigationfolders Single click Network Connections Double click Project Management Tags Tasklist Web Browser Navigationfolder Preferences Open mode Comm Unity EDV GmbH 2010 41 Manual KOI Desktop App 2 0 x Network Connections Here you can adjust the network connections to your requirements Preferences cal type filter text Network Connections 2 General Context Active Provider Documents Navigationfolders Proxy entries Network Connections Sche Project Management HTTP Tags Tasklist HTTPS Web
14. ernatively click Save and close 2 at the bottom of the screen Sayre As Draft and Close Don t Save and Close Save as draft and close When you save a project as a draft the draft is treated in the same way as a task However you cannot mark any task of a draft as completed In order to complete a task you must save the project first Save As Draft and Close 20 Don t Save and Close A project at the draft stage can be deleted again To do this open the draft and click Discard and close on the top right 1 or at the bottom 2 of the draft o B 2 P speichern und Schlieben P Als Entwurf Speichern und Schliebe Kf Verwerfen und Schlieben BP Nicht Speichern und Schlieben Do not save and close If you have opened a new project but do not want to save it discard it by clicking Do not save and close This causes the data you have entered so far to be lost gt Discard and Close XX P Save and Close Save As Draft and Clo Don t Save and Close Comm Unity EDV GmbH 2010 13 Manual KOI Desktop App 2 0 x Edit project In order to view edit or complete an existing project double click the desired project in the work list or right click the project and select from the context menu A new tab Edit project opens where you can edit all entry fields in the Same way as when you create a new project Complete a task When a task is completed the next task of the project i
15. he white space of the navigation area and select New folder The following window opens where you can assign a category type and name to the folder Comm Unity EDV GmbH 2010 Manual KOI Desktop App 2 0 x 4 Marc Koiler By Context By Due Date Delete Set as default folder lt a5 Folder 4 Tools s Google Maps 6 Google 22 Manual KOI Desktop App 2 0 x Category The category determines where the folder will be displayed The categories User name Projects and tasks and Tools are displayed in the planner view The categories Tools Project research and Documents and knowledge are shown in the finder view New Folder Choose folder type Marc Koiler Projects and Tasks Tools Project Search Knowledge User name in your version you can see here your own user name the folder appears in the navigation area By Context in the planner view under User LJ By Due Date name J Inbox LJ Today If you select the Projects and tasks de eng Tag lists category the folder appears in the B Inbox navigation area in the planner view under Projects and tasks The figure New Project on the right shows an example of a Search newly created folder in this category 2 Calender Google Maps 6 Google If you select the Tools category the folder appears in the navigation area in the planner view under Tools Comm Unity EDV
16. iteria type filter text You can quickly find a particular task by entering keywords taken from the task title To do this click in the text field and enter the task title Ordered by Due Ascending Filter criteria type filter text Comm Unity EDV GmbH 2010 15 Manual KOI Desktop App 2 0 x Filter criteria The filter criteria allow you to restrict the order of the projects and tasks displayed in the work list Click next to Filter criteria to access the settings Ordered by Due Ascending Filter gt type filter tet Enter the desired criteria of the tasks to be displayed in the task list Here you have the option to filter the results by context Tags and Due date Oo Filter criteria Enter criteria for filtering the Tasklist Context Tags Home 3 Computer Mobile Office On The Road Persons Read Inbox Wait for Due date Other Overdue Order by E Today Sorting C Tomorrow C Show resubmitted tasks 7 This week C Next week C This month Later Under Other you can use the settings menu to change the order of the results Comm Unity EDV GmbH 2010 16 Manual KOI Desktop App 2 0 x Quick menu for task management Right click a task in the work list to access the following context menu New Project e New project m appoint Opens a new project Priority e Priority birth A
17. l KOI Desktop App 2 0 x Introduction Information on how to use the documentation The user documentation is aimed at both first time and advanced users of KOIblue The documentation is intended to help you get started with the program offer assistance in solving problems and provide helpful further information that allows you to use the software more efficiently System requirements 120 MB free hard disc space 512 MB main memory Java 1 5 or higher Win XP or higher Compatibility Microsoft Office 2003 or later Microsoft Outlook 2003 or later Comm Unity EDV GmbH 2010 3 Manual KOI Desktop App 2 0 x Description of the user interface Work list view LJ By Context j Enter tags By Due Date Priority Normal Due Today Marc Koiler Reset Create Context lists Tag lists Ordered by Due Ascending Filter criteria Inbox Calender type filter text s Google Projects and Tasks New Project account opening elicit conditions iue inim 4 Overdue 13 Miis appointment at dentist set appointment Tue 10 12 2010 appraisal interview agree on a date Tue 10 12 2010 birthday present Joe researsch on internet which on Tue 10 12 2010 anual concert invitation send invitations leisure Tue 10 12 2010 contract conclusion GaTt partner prepare treaty Work Tue 10 12 2010 quote request projekt IDEN call Mr Arbeit Tue 10 12 2010 9 1 list ba
18. le Enter the project title here Created by Marc Koiler 11 30 2010 10 43 AM Enter tags Print Preview 1 Due Today Comm Unity EDV GmbH 2010 6 Manual KOI Desktop App 2 0 x Tags Assign tags labels to better categorize projects Example You might have a context Cell phone lt containing private and business calls During your free time you do not want to see the business calls which you still have to make So just select the tags search filter gt Private lt and only those tasks of the gt Cell phone lt context are listed which you can actually handle Click on below the task title Enter the tag An unlimited amount of tags can be used Helpful hint For sake of clarity it is recommended that you do not assign too many different tags Enter a description as a Tag which defines your task more precisely so that you can find it more easily Tags which have already been used are available as suggestions Tracked projects By means of this mark flag you can add a special icon to the project to find it more easily For information on how to search for tracked projects refer to the Task search section on page 25 The date of creation of the project can be found below the project title A little white flag is shown to the right of the date of creation Click on the flag and it turns red In this way you marked the project as a tracked project Created by Marc Koiler 11 30 2010 10 43 ance Created by Marc Koiler 11 3
19. ng Click File and then Print or select the Printer icon to open the print menu Here you can choose the print options The content of the red framed section of the window will be printed Since several tabs can be displayed only the content of the currently open tab will be printed Print view Click Print view in the open document to see the preview and what the printed project will look like To print click File and then Print on the menu bar KOI User Marc Koiler ec E mm File Projects Window Help B BY LJ Marc Kalender Here is the project name Marc Koiler LJ By Context KOMMUNIKATION By Due Date ORGANISATION LJ Inbox INFORMATION LJ Toda 08 Contests Here is the project name Created by Marc 12 2 2010 1 58 Sy Calender Here are the tasks New Project Ta Search Sy Calender Tools Google Maps Googe Here is the task name Due 12 2 2010 Computer Completed Reference documents No documents have been added to this project Notes Here are the notes Example Print view The content of the currently open tab will be printed It is always displayed within a red frame Comm Unity EDV GmbH 2010 12 Manual KOI Desktop App 2 0 x Save and close The task is saved and added to the work list Click on the left floppy disc icon 1 on the top right to save the task Alt
20. of a bigger nature in your company for which you create several tags e g Project XY development Project XY marketing Project XY sales Now you want to view all tasks which contain the project XY When searching for the tag enter Project XY space character e Sort order here you can indicate according to which criteria the search results should be ordered e Tracked only activate this filter to display only the tracked tasks in the hit list Comm Unity EDV GmbH 2010 30 Manual KOI Desktop App 2 0 x Settings Here you can change the default settings and adjust the graphics To open the settings click Window and then click Preferences on the toolbar Fite Projects Window Help m B Change password Marc Koiler Web Bilder Videos By Context By Due Date Q LJ Inbox Lj Today Context lists Tag lists General General gt General Auto Refresh Context Documents V Evey 10 minutes and 0 seconds Navigationfolders Network Connections Automatic update Here you can configure the automatic update Indicate the period of time which should pass between the single updates To disable the automatic update deactivate the All checkbox If the tick is not visible and the writing is greyed out the automatic update is not performed Comm Unity EDV GmbH 2010 31 Manual KOI Desktop App 2 0 x Task list type filter text Tasklist r
21. oogle Suche Auf gut Gl ck y Google Maps we Google Werben mit Google Uber Google Google com in English Google zu meiner Startseite machen amp 2010 Datenschutz Hintergrundbild 7 7 A Name Here you indicate the name of the folder which can be chosen freely When you have entered the name click Continue Comm Unity EDV GmbH 2010 27 Manual KOI Desktop App 2 0 x Task search With the task search you find all the tasks you have ever created Therefore you can also view completed tasks and follow up tasks here However you cannot edit the tasks Click Tasks and Search projects on the toolbar to access the task search You have the option to search the library by using keywords To do this enter the search terms in the text field Click Details to narrow your search results according to several parameters Different task filters activity filters and filter settings are available Search Tags Project Filter Created 01 01 2000 31 12 2100 Completed 01 012000 5 31 12 2100 Task Filter Filter Settings Sorted by Description Still no search performed type filter text Comm Unity EDV GmbH 2010 28 Manual KOI Desktop App 2 0 x Project filter e Status e Created Open shows only those tasks which have not been completed yet Completed shows only completed tasks Any is set by default and shows both uncompleted as well as comple
22. pe filter text Tags General Tag setti m ag settings Documents Navigationfolders Network Connections Project Management Tags Tasklist Sticky tags Tags are Here Family FreeTime Work Remove Web Browser Tasklist alignment D Align left 2 Display after description Align right Appearance Tag border Border radius 7 Border color Background color Foreground color Font style Segoe Ul regular 9 Restore Defaults Apply Click New to create a new tag Enter the name of the tag and confirm with Enter Align left The tags of activity appear on the left hand side of the work list Service Make appointment Car dealership number 01223334444 Wed 10 27 2010 Display after description The tags are displayed according to the description of the activity Car Service Make appointment Car dealership number 01223334 Wed 10 27 2010 Comm Unity EDV GmbH 2010 38 Manual KOI Desktop App 2 0 x Align right The tags of activity appear on the right hand side of the work list M Car Service tment un 012 1444 CO Wed 10 27 2010 e Appearance Tag borders For the sake of clarity the tags in the work list are framed Border radius The higher the value the rounder the frame around the tag If you enter the value O the frame is rectangular if you enter the highest value 30 the frame is elliptical Value 7 Car Service M
23. plays the website on request Comm Unity EDV GmbH 2010 10 Manual KOI Desktop App 2 0 x Other actions For every task you have the option to select Other actions The following options are available e Mark a task as completed e Specify the priority of a task e Defer a task Set the due date for Today Tomorrow or Next week Due Today e Move a task further up or down Completed OJ This list can only be created if there are more tasks available e Forward the whole task as an email message Outlook is required to do SO The task title becomes the Subject of the email and the project title the reference The note is sent as the content of the email The due date is also sent and displayed such within the email Priority Defer Save as template This feature offers you the option to define a one time solution for tasks and their sequence for recurring use in future projects You can insert it as a template when required Create a project add the necessary tasks and bring them into the correct order in this way the process can be saved as a template for future use Insert a template Here you can insert tasks which you planned in the past and saved as a template into the newly created project Therefore it is unnecessary to plan and organize the workflow again Instead you can immediately start to execute and optimize the workflow Comm Unity EDV GmbH 2010 11 Manual KOI Desktop App 2 0 x Printi
24. rgains valid until 13 11 milk 0 74 Shopping Tue 10 12 2010 product presentation prepare presentation Work Wed 10 13 2010 Comm Unity EDV GmbH 2010 4 Manual KOI Desktop App 2 0 x Open project view By Context LJ By Due Date 2 LJ Inbox EJ Today Context lists Created by Marc Koiler 12 2 2010 1 Tag lists 7 Enter tags Print Preview 1 Due Tod Reference documents document 1 No documents have added to this project ap New Project Search Calender Tools i Entertask Due Today Google Maps Completed amp Google as created by Marc Koiler 12 2 2010 12 40 PM More Actions Enter text E Save and Close E Save As Draft Wose 3 Don t Save and Close Comm Unity EDV GmbH 2010 5 Manual KOI Desktop App 2 0 x Product features Create a new project 3 options e Click the button on the toolbar e e Right click on the work list and select from the context menu e Open the Quick data entry by clicking the Quick data entry button on the toolbar G Project title The name of the project as displayed in the work list is the project title Tt is important as you can use it on the work list to assign a task to your project Project gt Task ite product presentation prepare presentatio Work Wed 10 13 2010 After opening a new project the cursor is positioned in the field where you are expected to enter the project tit
25. s displayed in the work list Open the project and tick the Completed check box The second option to mark a task as completed is to right click the task in the task list and select from the context menu If the task you just completed is the last one of the project the project is removed from the work list and can only be viewed using task search If the completed task is not the last one of the project the next task of the project will automatically be displayed in the project list Task list The task list provides you with a full overview of all uncompleted tasks You can sort the task list according to several criteria to easily maintain an overview Order Sort your tasks in the task list based on the criteria due date context or priority To do this click on the Due date next to Sorted by and select the particular sort order Due Context Priority v Show Groups Comm Unity EDV GmbH 2010 14 Manual KOI Desktop App 2 0 x The tasks in the default view are arranged in groups to provide an easy overview To deactivate the groups click on the currently active order next to Sorted by and then Show in groups contains a tick mark Now your work list view is displayed ungrouped Due Context Priority Show Groups In order to display your tasks in ascending or descending order click in the same line as the filter settings either Ascending or Descending Ordered by Duc CT Filter cr
26. s only Tagsearch Search Options Perform search on startup The Task filter is an option which is irrelevant to the KOIblue version Please learn more about this feature in the manual of the KOIgold version Comm Unity EDV GmbH 2010 25 Manual KOI Desktop App 2 0 x Outlook folder Here you can create an Outlook folder by entering all the Outlook folders in order to reproduce their contents in KOI Helpful hint Create an Outlook folder with an Outlook calendar to display the calendar view next to your tasks File View Projects Window Help BY By Context By Due Date J Inbox 7 Context lists Tag lists TRACE m Projects and Task x New Project a Search Tools y Google Maps 64 Google e Task list Here you can apply several filters context tags due date etc to show only specific tasks in the work list e Windows folder Here you can select local folders of your computer in order to access their contents more easily via KOI Comm Unity EDV GmbH 2010 26 Manual KOI Desktop App 2 0 x e Website Here you can enter an URL of a website to be opened in KOI The example below shows a folder with search engine content File Projects Window Help DEE LJ By Context By Due Date LJ Inbox J Today Google sterreich Erweiterte Suche Sprachoptionen Calender 4 Tools G
27. ted tasks If you know the date on which the task was created enter the date of creation here Several options are provided Any Today Yesterday This week Last week This month Last month Custom allows you to enter a period in which the tasks were created e Complete If you know the date on which the task was completed enter the completion date here Several options are provided Any Today Yesterday This week Last week This month Last month Custom allows you to enter a period in which the tasks were completed Example It is possible to enter a period and only display completed tasks In this way you can check which tasks were completed e g in a month Task filter e Status This feature is not yet available in KOIblue Currently it is only relevant to KOIgold Comm Unity EDV GmbH 2010 29 Manual KOI Desktop App 2 0 x Filter settings e Text search All text fields the query term is searched for in all entries made for the task e Titles only The query term is only searched for in the project titles e Result here you can enter the maximum number of returned elements e Tag search when searching for tags you can enter if you search for whole words or parts of words To do this enter the part of the word followed by a space character When you use many tags and some of them are partially identical it might be helpful to display all the tags which are similar Example You are running a project
28. th Enter In order to execute the command correctly the character must always be followed by a space Example high Private Make dental appointment tomorrow becomes the task Make dental appointment with the priority high the Tag private and Due date tomorrow Create Project Critical 1 High Low Normal How to change the settings of the predefined characters of Smartadd is explained in the Settings section on page 22 Comm Unity EDV GmbH 2010 20 Manual KOI Desktop App 2 0 x Smartfolder Here you create folders to keep the information which you access frequently Since these folders are always visible on the navigation area to the left easier and quicker access to the preferred data is provided Standard folders The standard folder contains all tasks ranked according to particular criteria The view of the standard folder is the default view which you can see every time you open the work list Planner 4 Marc Koiler The standard folder is the folder in the J By Context navigation area with a red arrow to LJ By Due DO the right of it LJ Inbox LJ Today Context lists 4 Marc By Context You can specify any folder as a LJ By Due Date standard folder To do this right click LJ Inbox the desired folder and select Se from the context Edit menu Comm Unity EDV GmbH 2010 21 Create new Smartfolder Right click in t
29. the work list under Overdue Click on Completed O on the right next to the kn task title You can manually enter Today Tomorrow or The day after tomorrow by entering the initial t letters Today Tomorrow The day after tomorrow Thursday uesdady Tue 11 30 2010 Completed More Actions A click on the arrow next to the date opens a calendar where you Tue 11 30 2010 choose the date If you do not set a due date it will be set by default to 4 4 November 2010 Today To change the default setting p x i 20 n n 2 2 27 28 2 3 see the Settings section 3 543525 5 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2300112 3 4 5 Comm Unity EDV GmbH 2010 9 Manual KOI Desktop App 2 0 x Reference material Click to access the file explorer Then locate the folder and select the file you want to add to the task Alternatively you can drag any document via drag and drop to and the document will also be saved in the project Notes Here you can add notes related to a particular task You can manually enter the note It is also possible to drag contents via Drag amp Drop from another window into the note field Helpful hint Drag the contents from the web browser or the URL of the site you are visiting into the note field In this way you save the information required for the task The next time you access the task KOI dis

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