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Agenda One for Windows Mobile 5 and 6 - Calendar, Contacts, Tasks, your Life.
  
   
 

Using Templates with Agenda One

 
   
 

Summary  This overview will help you take advantage of the convenient Appointment and Task Templates feature in Agenda One Version 2 and later.  Using templates helps you quickly create frequently used appointments and tasks by pre-filling in the details for you when creating a new item.

Getting Started

Let's start out with the Manage Templates screen which you will find under Menu > Options > All Options > Manage Templates.

   

The Templates Manager screen gives you a simple and straightforward way to manage, create and delete your appointment and task templates.

Creating a New Template

Let's create a new appointment template.  From the Templates Manager, use Menu > New > Appointment Template.

Fill in the Subject, Location and make changes to any of the other fields that you would like be applied to a new appointment when you use this template.

In the example above, we've created a template which will help quickly enter new football practice items into our schedule.  The default start time will be applied to any new appointment that you create from this template, however you may also change the time and/or any other field once your new appointment has been created.

In addition, we've set preferred defaults for the length/duration of the appointment, set the reminder, assigned a category and changed the Status to be a personal appointment item.

Once you're satisfied with your changes, select "Done" or "OK" to save your new template.  The Subject of your template will also be used as the name of your template.  Note: You may always edit and change the properties of your templates from the Manage Templates screen.

Once you return to the Manage Templates screen, you will see your new template added to the list and displayed in alphabetical order along with all of your other task and appointment templates.

Using your Templates

Once you've created your templates, it's even easier to use them!

From the Agenda One calendar or task views, use Menu > New (Appointment or Task) to create a new item.

 

After selecting New Appointment or Task, the Template Selection screen will be displayed, showing you a list of your templates to choose from.  If you don't wish to use a template, simply select "None" to create a new item without using a template.

For our example, we've started from the Today's calendar display on Feb 20, 2008, and are selecting "Football Practice" as the template for our new appointment item.

From the Select Template screen, select "Football Practice" and either use OK, the Select menu item or tap on the template to select it.

Your template has been applied to your new appointment item.  As you can see from the image above, all of your template information has been pre-filled into the new appointment along with the time, reminder, categories, etc.

Make any final changes to the appointment if you need to and once you're satisfied, select "Done" or OK to save your new appointment.

It's fast, effective, and so easy to use templates with Agenda One!


Task Templates

Task templates work very much the same as appointment templates as illustrated above with a few important differences that we'll cover here.

Tasks that you create on your Windows Mobile device follow one of three different types when it comes to dates.

  • Undated Tasks: Tasks that have no start or due date

  • Due date only Tasks: Tasks that have only a due date

  • Start/Due Tasks: Tasks that have both a start and a due date

Within the Agenda One Task Template editor, you may choose to set-up your template to create tasks that use any of the above date settings.  This is done through the "Start date" and "Due date" choices.

Selecting "Start date" to Yes will also automatically set "Due date" to Yes (since tasks that have a start date must have a due date assigned to them)

Selecting "Due date" to No will automatically set "Start date" to No for the above reason.  Setting the "Due date" to No will create an undated task.

Selecting "Start date" to No and "Due date" to Yes will create tasks that have no start date, but a specified due date.

The Duration is used for tasks that you wish to have both a start and a due date and will specify the total number of days that the task is scheduled.

For example, selecting "1 day" might create a task that has a start date of Feb 20, and a due date of Feb 20.

To create a task that would span three days (i.e. Start on Feb 20, Due on Feb 22), select "3 days" for the Duration and set both the Start and Due date options to Yes.

 

The Reminder option for templates defines on which day of the task you would like the reminder to be activated.

This option may be set to None, Due Date or Start Date.  Using Due Date or Start Date for the reminder date requires also that the corresponding Start date or Due date option be set to Yes.

When using the Agenda One Template Editor, it will automatically change and/or disable certain options for you so that no matter how you configure your template, it will always be set up properly.

 

We hope that you'll find the Templates feature to be a great addition to Agenda One.  It's one more way we're working to make mobile time and contact management better and easier for you!

 

 

 

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