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Tasks View (TV)

The Task View is one of the most powerful views within Pocket Informant. You can use the powerful lters to manage tasks that number well into the thousands by showing only the ones that you need to see immediately. Using the Grouping, Sorting, Filtering, Category Filtering, and Priority capability together with My Views will increase your productivity greatly. The amount of power you wield from using these tools depends on some forethought about organization and usage patterns. We recommend that you manage your tasks within Pocket Informant even when at your desk to increase your prociency with this tool. The basic Task view shows the check-mark for marking tasks completed, the subject, date, and priority sections. As with all views in Pocket Informant, this is highly customizable.

Creating Tasks
To create a task, use one of the following methods: Tap on the New button in Task View Tap on the up arrow next to the New button in any other view or application that supports the shared New menu, or on the New button on the Today screen, and choose the kind of item you want to create. Pocket Informant does not have to be running for this to work. Tap and hold on a date in any Calendar View, and select New Task. The correct due date will be pre-entered for you. Tap and hold on a contact in Contacts View, and choose Create Task With. The new task will be linked automatically to the contact, and the contacts name will be entered into the subject eld Tap and hold on an appointment in Calendar View, and choose Tools > To Task. You will be asked if you want to keep or delete the appointment, and will then be taken to the editor with the appointment subject entered into the task subject eld Select some text in either an Alarm Note or in a note from any other item (such as a contact), tap Edit, and select Create Task from Selection. The selected text will be copied to the subject eld

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In many of the Group By modes, tap and hold on the group header, and select New Task. The new task created will be assigned to that group.

Editing Tasks
To edit a task, do one of the following: Tap on the task, and then tap on Edit Mode Tap on the quick edit icon next to the task (if enabled). This will either take you directly to the editor, or will allow you to re-name the task, depending on how you have it set in options, Tap and hold on the task, choose Edit, and then the information type you want to edit. You will be taken directly to the appropriate tab in the edit dialog. There is no difference between the dialog you see when creating a new task, and the one you see when you edit an existing one. Tips: The small icon under the subject allows you to select a template to apply. Tapping on the tools icon will bring up a menu that allows you to attach an icon to this task, in addition to any category icons that might exist.

Franklin Covey Plan Plus for Outlook 5.0+

Pocket Informant 8 adds three new Task modes to match Franklin Coveys Plan Plus for Outlook 5.0 (PPO) release November 2007. With the purchase of PPO you receive an ActiveSync plugin that provides synching between Pocket Informant and PPO to allow Daily Notes, completion percentages, priorities, and projects to sync. Without this sync module all these features still work perfectly within Pocket Informant - they simply will not sync.If Pocket Informant recognizes that the sync module is installed, it will automatically limit its priorities to A-C and 1-99 instead of the normal A-Z to match PPOs system. This sync module is currently only supported under Windows Mobile 5. When using one of the three Franklin Covey modes, note that certain options become unavailable such as groupings and include lters. Furthermore some settings - if they are set to the defaults will change to Franklin Covey preferred settings such as the column order and date display information.