I had a terrific in today's two sessions. If you attended the "PDA Productivity" and did not get the handout beamed to you, I am posting it here.
The next post I do will be a more on handling multiple projects using your Palm, so please check back.
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PDA Productivity: Getting More Done and Making It Look Easy
Dr. Frank Buck
***This outline is presented as very simple text—no bullets, italics, bold faced-print, etc. The intention is that as you view this online, you will simply “select all” and electronically copy this entire outline. Then go to your Palm desktop or Outlook (whichever you use), create a new task (called something like “Set up my Palm”) and paste this outline into the note section of that task. Feel free to e-mail or beam this outline to a friend who has a Palm but isn’t quite sure how to use it as the productivity tool it could be.
-Frank Buck
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Dr. Frank Buck, Principal
(256) 315-5777
frankbuck.blogspot.com
Categories for Task List:
Building
Calls
Delegated
Errands
Home
Office
Unfiled (Syncs to “None” on Outlook)
Goals
I have achieved my goal when WHAT is true?
What’s the next step
Next step+Goal statement
Other steps and information related to the project are the in the note section.
Backing-Up Outlook
Your data is kept in a “.pst” file
Backing up on Outlook 97:
Right-click on “Outlook Today”
Choose “properties”
Click “Advanced”
You will see the path to your data
Close Outlook
Copy that .pst file and save it as your backup
Backing up on Outlook 2003
In Outlook, under the File menu, select “Backup”
Click on Options and make you selections
Browse for a pathname and choose “My Documents” as the place where you want the backup to go
Maintain the data by running scanpst every month
What place does paper have? (3 phases of workflow)
Collect-May be best to do on paper until you get really good with the Palm
Process and organize-Do on the Palm
Do the work
Collecting on the Palm (Meeting notes)
Press task button
Enter name of meeting and due date
Create a note
Turn off
During meeting, turn on & off with power button
Palm To-Do Preferences
Sort by Category, Due Date
Uncheck “Show Completed Items” (As you check off things, they disappear.)
Check “Show Due Dates”
Check “Record Completion Date” (Gives you a record of when you really completed things)
Uncheck “Show Priorities”
Check “Show Categories”
Outlook-Getting categories to synch that first time:
Launch “Chapura Settings.”
Click the “Settings” button.
Double-Click “Outlook Calendar” (for example).
In the Chapura dialog box that pops up, click “Categories/Folders.”
Select “Handheld category = Outlook’s ‘Categories’ field.”
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