Handout from PDA Productivity

I had a terrific in today's 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

Categories for Task List:

Building

Calls

Delegated

Errands

Home

Office

Unfiled (Syncs to “None” on Outlook)

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Goals

I have achieved my goal when WHAT is true?

What’s the next step

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Next step+Goal statement

Other steps and information related to the project are the in the note section.

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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

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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

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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”

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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.”