Extreme Agenda User's Guide




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Introduction

Welcome to eXtreme Agenda. The first Personal Information Manager(PIM) for the Windows Mobile Smartphone. An all-in-one replacement for the Pocket Outlook Calendar, Tasks, and Contacts and now with Notes and a Secure Wallet.

Note: We have not yet updated this guide for Pro Touchscreen devices. Everything should still be the same with the addition of touchscreen interaction.

Views

Month View
Week View
Timeline Week View
Dates View
Day View
Year View
Appointment View
Task List View
Task View
Contact List View
Contact View
Notes Views
Project Views
Secure Wallet

Operations

Linking
Search
Category Icons
Category Filtering
Status Coloring
Look and Feel
Other Agenda Features




Calendar/Month View

Shows the current month view. It can either show Category Icons or Day bars or in QVGA both, along with Birthday, Anniversary and Task Icons to show a quick overview of what is scheduled for each day.

Preview Pane

This options allows you to display a quick overview of the current day selected at the bottom of the screen below the calendar. This option may limit what is shown in the days above based on size constraints. Note: As of now, you can not interact with the list below, you must click action to view the full day view in order to interact.

Interaction:

Action - Bring up a day view of the currently selected day.

D-Pad - Move day selection on current calendar

Menu:

New Appt - Will Create a new appointment for the day selected

Shortcuts:

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'1' - Scroll Preview Pane Up
'3' - Scroll Preview Pane Down
'#' or 'space' - Toggle Preview Pane on/off

Index




Week View

Shows a current week in a grid type view with an overview of the days.

Note: As of now, you can not select in the day lists in this view, you must click action to view the full day view in order to interact. You can scroll the current day.

Options

Options are available for this view including:
* Start On Monday - top day should be Monday of current week
* Back week colors - shows weekend colors
* Five Day Week - 5 or 7 days showing on the view
* Day Bars - Timeline bars show in title of each day
* Horz Week - Dates fill in across instead of up and down


Interaction:

Action - Bring up a day view of the currently selected day.

D-Pad - Move day selection on current week. if you move up from the top one, the previous week will be shown and down from last will show the next week.

Menu:

Move To Top - Moves the currently selected day to the top "larger" spot in the view

Shortcuts:

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'1' - Scroll the selected day's items up
'3' - Scroll the selected day's items down


Index




Timeline View

Shows a current week as a horizontal list of days with a large vertical timeline with a bottom text list view of the current day. Category Icons willl appear in the timeline if available.

Note: As of now, you can not select in the day lists in this view, you must click action to view the full day view in order to interact. You can scroll the current day.

Options

Most options are used from the week view settings.

Interaction:

Action - Bring up a day view of the currently selected day.

D-Pad - Move day selection on current week. if you move up from the top one, the previous week will be shown and down from last will show the next week.

Shortcuts:

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'1' - Scroll the selected day's items up
'3' - Scroll the selected day's items down


Index




Dates View

Shows a list of the next 7 days starting from Today of your schedule. If you have 1-line or 2-line Schedule formatting selected this view will have collapsible lists for each day so the titlebar will be selectable and can be collapsed.

Options

You can have Day Bars(Timeline) bars display on this view after each title bar.

Hide Title Bar for days with nothing occuring on them.

Interaction:

Action - view the Selected Item.

D-Pad - Change Selected Item.

Shortcuts:

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'*' and '.' - Jump to Links

Index




Day/Agenda View

Shows a list of all the Birthdays/Anniversaries, Appoinments, and Tasks for the currently selected Day. If it is today and the option "undated tasks only" is off then all tasks will appear on the list.

Options

You can have Day Bars(Timeline) bars display on this view after each title bar.

Interaction:

Action - view the Selected Item.

Left/Right - Jump to Previous/Next Day
Up/Down - Move Current Selection

Shortcuts:

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'*' and '.' - Jump to Links

Index




Year View

Shows all of the months of the year. The program is optimized to only load months of information if you select it or have already used information in those months. So if you would like to see a preview of what is coming up in the month select it to fill it in. Green day numbers indicate the day has an associated task and red numbers indicate the day has at least one appointment.

Interaction:

Action - view the Selected Month.

Left/Right/Up/Down - Move Current Month Selection. This will cause the month to load to display information if not yet available.


Shortcuts:

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet



Index




Appointment View

Shows a view of your currently selected appointment including category icons, time/date, location and notes.

Menu:

Other choices are available in the menu which will interact with the currently selected item including 'Edit', 'Copy Appt.', 'Delete Appt.', 'Beam Appt.', and 'Links'.

Shortcuts:

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'1' and '3' page up and down of display
'*' and '.' - Jump to Links

Index




Task List View

Shows a list of all Tasks in Pocket Outlook.

Interaction:

Action - Bring up a view of the Task.

Left/Right - Toggle Completed of the Selected Task
Up/Down - Change selected Task

Menu:

Other choices are available in the menu which will interact with the currently selected task including 'Edit Task', 'Toggle Completed', 'Copy Task', 'Delete Task' and 'Links'.

Shortcuts:

'#' or 'space' - Toggle Preview Pane on/off

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'*' and '.' - Jump to Links

Sorting:

The Tasks can be sorted by Name, Priority(Low,Medium,High), Category, Sensitivity(Normal,Private), Completed, or Due Date. A column will show the current Title and each task that belongs to it will be listed below it. A task may be shown more than once if they belong to one more than one category.

Preview Pane:

An option to show a preview pane at the bottom of the task list is available. You can then take a better look at the selected appointment in the list, without clicking on it to get to the task view.

Index




Task View

Shows a view of the currently selected task, including Notes, Category Icons, Due Date, and more..

Interaction:

Action/Up - Back to Task List.

Left/Right - Toggle Completed of the Selected Task


Menu:

Other choices are available in the menu which will interact with the currently selected task including 'Edit Task', 'Toggle Completed', 'Copy Task', 'Delete Task', "Beam Task", and 'Links'.

Shortcuts:

'space' - Toggle Task Check

'2' - Jump To Today

'4' - Jump to Calendar
'5' - Jump to Week View
'6' - Jump to Dates View
'7' - Jump to Tasks
'8' - Jump to Notes
'9' - Jump to Contacts
'0' - Jump to Wallet

'1' and '3' page up and down of task display
'*' and '.' - Jump to Links

Index




Contact List View

This is a list of all the contacts in Pocket Outlook. On Windows Mobile 5 devices you can have this view contain the pictures that you have assigned in the contacts. Contact information will also be shown so you can quickly call or contact the contact.

Interaction:

Action - View Selected Contact.

Left/Right - Change current contact info(phone number/Email/Web)
Up/Down - Change selected Contact

Menu:

Other choices are available in the menu which will interact with the currently selected contact including Call/Email/Website of Contact, 'Edit Contact', 'Copy Contact', 'Delete Contact' and 'Links'.

Shortcuts:

'call' - will call the currently selected contact with selected contact info

'.' - Jump to Links

Alpha Searching:

ABC Search is available in the Contacts View. If you select a Number from your keypad that corresponding first Letter will be selected and the contacts who's Name starts with that letter will show up. If you have the name format set to First Last, it will show the contacts who's first name starts with it first, and then a separator, and then the last name. Otherwise it will show the last names first, then first names. There is an option in settings to only ever use "Last Names" when doing an alpha search. It will also look for Company names and display matching contacts if you have this selected in Contact Options.

To Jump back to the full named list hit '1' or '0' or on the Keyboard based devices you may also hit '.' or space.

The system will also combine the letters into strings if you type each letter within 2 seconds of the last. So if you hit 'B' then all the 'B' Contacts will show, but if immediately hit 'R' it will then show only the "Br" names. Note: Keyboard Based Devices only for now.

Sorting:

The Contacts can be sorted by Name, Company or Category. A column will show the current category or company and each contact that belongs to it will be listed below it. A contact may be shown more than once if they belong to one more than one category.

Note: The current "Sort" type will be lost if you do an alpha search in favor of the name sort.

Index




Contact View

eXtreme Agenda uses the standard Contacts viewer and editor from Pocket Outlook. As such it may act a little differently than the other viewers in the application, but offers a number of benefits including plug-in support and contacting the person directly through the interface. Hit back to return to the previous view.

Index




Notes View

Notes Views are available which allow you to create and edit Text(.txt and other extension) files on your Smartphone.

The main view is a file selection view that allows you to browse the storage on your Smartphone for text files. You can also start a new file from the menu and rename or delete a selected file. Click the action key or Edit Note from the menu to edit the currently selected note in the view.

The Note Editor is an advanced text editor with cut/paste type functionality, text insertion, and search.



Menu:

Start/Stop Selection - Puts the editor in a mode where you can select the next text by pushing left/down on the control pad. Once done you can select 'Stop Selection' to quit selecting.
Select All - Selects all the text in the current document.
Cut/Copy/Paste/Clear - Once you have text selected you can do the usual options to manipulate it.
Undo - Undo will undo the last action you did in the view.

Insert Text - Insert text from your pre-defined text(see other options).
Insert Text - Insert text from your contact text(see other options).
Insert Date - Creates a text date string for Today and inserts it.
Insert File - Will open another file and read its contents and place it in the current file

Find /Find Next - Will allow a search of a specific string and find it in the file. It will be selected so you could then use a paste action to "replace".
Go To - Allows options to jump to the start or end of file.


Index




Project View The project view is a view that can help you organize all of your Pocket Outlook Data along with files and links into projects and sub-projects. It does this using very little space by saving the projects information as specialized categories and small shortcut(.lnk) files and links. In doing this it does cause some limitations when using the program, read about them below.

Important Information

* If you are on a project, folder, or item and want to do an action then push right and a context menu will appear.

* Due to how the data is stored, if you create a project folder but do not place anything in it that folder will be gone if you restart the project view.

* Appointments in projects will only be shown if that Month has been loaded. You can set up the program to load up to 6 months in advance under the options(which can be expensive during initial loading). Other settings are also available including last and next month.

* Progress bars show the number of tasks completed versus the total tasks under the current project folder(not sub-projects under the project).

The bottom Outlook folders are for you to easily select any Outlook item to place it in a project. You can load up any month you would like in the menu on the appointment folder.

Tools

Project To Category - Will allow you to enter a category and takes all of the Outlook items and adds a category that you named. You will have the option to remove all of the items from the project in this process(it will remove links/files as well).

Category to Project - If you want to create a project based off an existing category it will create a project folder and add everything with this category to the new project.


Index




Secure Wallet - Extreme Wallet

A secure wallet is included in eXtreme Agenda. A Secure Wallet (or Secure Information Manager) is basically a place to safely store important personal information such as your Credit Card Numbers, Website Passwords, and other private info. It uses secure 256-bit Blowfish encryption to lock your data in a safe file format so that only you can unlock it using your password.

The main view lets you access a tree view of all your secure information. If you do have the wallet file encrypted the only way to see this page is if you enter the correct password for the file. You can enter 'new items' from the menu and use one of several pre-loaded templates.

Note: Is is possible to have the file saved so it is not secure. The MainWallet that you start with is defaulted to this. In order to keep your data safe, go into "change password" under "current" in the menu, and then enter a password and choose the checkbox "Secure file". Then your file will be saved securely, and you will need your password to access it.

Features

It is possible to mask all your really important data to hide it from prying eyes over your shoulder. All passwords and PINs will be masked by default. You can toggle this on and off in the menu or by pressing the spacebar. There is an option to not mask at all under Wallet Options.

Category filtering is available for all of your Wallet Information as well..

The program has a timer that locks up your file after a preset amount of time if you have left your Secure wallet open an unattended. This is configurable in Wallet Options.

Desktop

The Secure Wallet files are compatible with the Desktop Extreme Wallet Program available FREE with your purchase of Extreme Agenda.

Future

Linking, and the ability to create your own templates are some of the many things planned for eXtreme Wallet.


Index




Linking

Linking allows you to show a relationsship between two items. You can link one item to the other for quick access later.

Example: So if a contact is related to a lunch appointment you can link them. Then when you are viewing the appointment, you can hit the shortcut key to pull up the appointment's links, and quickly jump to view that contact.

Index




Search

The Search Dialog is available from the menu of all the Top Level Views. It allows you to search specific fields of all your Pocket Outlook items to find certain text. Simply enter the text to search for in the top box and then click over and hit 'go'. A list of the found items will appear in the list and you are then able to select one and hit view to view it.

The fields the search uses are different for each type. Contacts searches the First Name, Last Name, Currently selected phone number or contact info, and Company. Tasks searches only the subject. Appointments searches the Subject, Location, and note.

You have the option in the menu to only choose certain types of items(Contacts, Tasks, or Appts) to search. So if you only ever want to do searches in your appointments and contacts, you are able to set it up that way.

At this point the search is a string search only, so it is looking for the whole string. So if you type in "Bill Smith" chances are it will not find that in your contacts unless it matches your 'file as' field, but if you type in "smith" then Bill Smith will appear below. There are plans to make the search much more powerful in the future.

Index




Category Icons

Category Icons can be displayed in the Month view along with Text displays of Pocket Outlook Items. Icons are attached to the current Category types using the the button in the main options dialog. Simply choose a category from the list of available and choose select icon. You will then see a dialog of all the icons available, choose one to associate it with each category. Then in the List views if you have the option to display them on, you will see each icon that represents a category next to the items that have those categories selected. If you have Category Icons on the Month View (you must turn off "bars on calendar"), you will see one icon showing the first category that each appointment belongs too.

Category Colors are also setup in the Category Setup dialog, and if turned on will change the color of the text of items based on this color(the first category that the item has is the color that will be shown).

Index




Category Filtering

A filter is available in all main views which allows you to filter by Multiple Categories. For example, if you want to only show 'personal' and 'vacation' Outlook or Wallet items in the Agenda, Contact, Wallet, and Task views, simply turn on the 'filter' and choose those 2 categories from the list inside the filter setup. Now only those items that contain one of those categories will appear on all the screens.

Index




Status Coloring

If you have the schedule 'Status coloring' option on then appointments will be displayed based on the status of the appointment, in both the color of the text or times and in the day bar representation of that item.

Status Colors are:

Blue - Busy
Dark Blue - Out of Office
Dark Red - Tentatvie
Green - Free

Index




Look and Feel

Left View Menu - There are two ways to jump from main view to main view in the program. If this option is on, a view menu will be in the left soft key offering you a choice of all the views. If this is turned off, then the left soft key will just be the next available main view. And you may have to hit it several times to access the view you want(or use the shortcut keys).
Back Highlighting - This put a highlight color in the background of all lists in this program.
Font Size- The Font size in most situations is easily changed, so if you have a hard time seeing or want more data on the screen you have that choice. Big Preview Text makes the default size used in Calendar Preview and Week Views bigger but will display less information.
Colors - Options to set several colors used by the program are available. Customize the colors to your preference.
Title Bars - Title Bars can be displayed in several ways. Experiment with the settings in order to find the look you would like.
Theme Files - In Display Options all of the settings including Title Bars, Colors, Selection Type, and Background can be saved to a Theme File(.xath) to easily go back to different color/display schemes. Simply save the file using the option in the Menu on Display Options and access the same menu later to reload any of the theme files you have saved.


Index




Other Agenda Options and Features



Agenda Options:

ISO Weeks - Displays Week Number on your Day/Week/Month Views
Monday Start - Start the Week on Monday in all Views
Hide Private - Hides all Items marked Private in all views
Start on View - When starting up eXtreme Agenda you can select which main view you would like it to go to, or the last one used.


Date Selector:

On most date entry boxes in the program you can push action to see a calendar which you can then highlight the date you would like to select and choose it.

Delete Completed Tasks:

In the task list's 'more' menu a choice exists that allows you to delete all completed tasks. So if you have a bunch of tasks completed and want to get rid of them this is the quick way to remove them all. Note: Use with caution.

Insert Text / Contact Text:

In the menu of some entry screens you can select "Insert Text" which brings you into a dialog where you can enter commonly used phrases such as "Meeting with" or "Lunch With" or "At the Office". So when you need to enter one of these phrases you have quick access to them. For example if you want to put one in your Appointment subject or location, you can choose "Insert Text" when you have the Edit box highlighted, choose the text from the list, and select it and it will fill in to your edit box.

Contact Text is similar but it is where you can choose an existing contact, and then choose pre-defined text about this contact from a list to insert into the text of the item.

Appointment Templates:

When entering or editing any appointment you can choose from the menu to "Save as Template". This saves to our program a template of this appointment that can be used later to quickly create very similar appointments. For example if you have a child's baseball game that is always in the same location, same notes, same category and takes about the same length of time, you can enter the original appointment and save it as a template. Then choose "Appt. from Template" from a view after selecting a day, and it will bring you into editing a new appointment with all the information filled in along with the date you had had selected.

Internet(OTA) Updates:

In the menu in Options a choice exists for "Check for Update". This will use your internet connection to check for a newer version of the program and offer you a chance to install it if one exists. Note: Data Rates may be incurred depending on your connection and plan.

Shortcuts:

There are options to replace the shortcuts for the default Outlook applications and instead link them to eXtreme Agenda's more advanced views. So when clicking on Calendar Icon under Start it will instead go to this program. This will also be used from the 'contacts' button from the Today Screen as well as the Calendar Plug-ins in the Today Screen.

Note: On the Q and some other devices the shortcuts might not take effect until you restart your machine.

The installer attempts to remove these but will try to leave them if you are just updating your current program. Please Select 'No' during install to keep all settings. Otherwise you may have to turn these back on after an update.

Index



2000-2006