Overview of Schedule+

Microsoft Schedule+ is an easy-to-use time-management tool that you can use on your own or as part of a group. With Schedule+, you can keep track of your appointments, meetings, tasks, contacts, and events. For example, you can eliminate repetitive typing by noting recurring appointments, meetings, and tasks. You can also set reminders in your schedule so you won't forget an important appointment, task, or event. You can quickly access and update your contact information, too.

If you're using Microsoft Mail and are connected to a mail server, you can organize meetings and send requests to attendees and then track the status of their replies. You can give other Schedule+ users permissions to view your schedule and to schedule meetings with you, and simultaneously maintain private information in your schedule.

Schedule+ provides tabs for easy access to all your schedule elements. Each tab includes one or more of the following elements:

Appointment Book

You can view appointments in Schedule+ in several ways, depending on the details you need to know. In the Daily view (and the Weekly view), you can see the date, time, and description of appointments. Symbols indicate whether the appointment is recurring, tentative, or private, and whether a reminder has been set or other users have been invited. You can view your appointments for a day, week, month, or year.

Relevant information about an appointment--location, attendees, and so on--is also displayed in the Appointment dialog box.

To Do List

Your tasks appear in your To Do List, which you can display on a separate tab or with other elements, such as the Daily view of the Appointment Book. You determine the amount of information you want to display in the list. You can filter, group, and sort the items in the list.

All information relevant to a task is also displayed in the Task dialog box.

Contacts

The Contacts view (tab) displays your contacts in a combined business card and list view. You can also add the Contact List tab, which displays contacts in a list, or you can add one of the tabs that combines your Contact List view with another view, such as your To Do List. You can choose what and how much information you want to display in the list. You can group and sort in any order you want.

All information relevant to a contact is also displayed in the Contact dialog box.

Planner

You can use the Planner to see when other users are available for meetings if they have given you access to their free/busy times. From the Planner, you can create a list of attendees, select a time for the meeting, and create the meeting requests. You can also easily set up a meeting from any view by using the Meeting Wizard, which guides you through the steps for setting up a meeting.

The information on the main Planner tab is also available on the Planner tab in the Appointment dialog box.

Events

The Events feature helps you keep track of special days and activities that are associated with specific days but not specific times. An event might be a conference or site visit, and an annual event might be a birthday or anniversary. Schedule+ displays events and annual events at the top of the Appointment Book in the Daily and Weekly views. If you specify a birthday or anniversary when you create a new contact entry, Schedule+ automatically puts that information in the Events section of the appropriate day. You can set reminders for both events and annual events.


Log On to Schedule+

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To log on in group-enabled mode

1.	In the Profile Name box, type or select your profile name, if it is not already displayed.

2.	In the Password box, type your password.

Your administrator assigns passwords during Setup. You can change your password by choosing Change Password from the Tools menu.

3.	Choose the OK button.

Schedule+ displays the Daily tab for the current day.

To log on in stand-alone mode

1.	In the Logon dialog box, type your user name if it is not already displayed.

2. Type your password and choose the OK button.

Schedule+ displays the Daily tab for the current day.


See Also

Change My Password

Open Another User's Schedule

Quit Schedule+


Logging On to Schedule+

  How To

Schedule+ ensures the privacy of your personal schedule by requiring you to log on with your user name and password.

If you are connected to a network and Microsoft Exchange is installed on your computer, Schedule+ automatically starts in group-enabled mode. When you are working in group-enabled mode and have the correct access permissions, you can view other users' schedule information. To schedule meetings in Schedule+, you must be working in group-enabled mode.

If you are not connected to a network, Schedule+ starts in stand-alone mode. When you are working in stand-alone mode, you cannot view other users' schedule information or schedule meetings.


Change My Password

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To change my password

Note  If you start to change your password and then decide not to change it, choose the Cancel button. Your password will not be changed.

1.	From the Tools menu, choose Change Password.

2. In the Old Password box, type your current password.

For security, your password does not appear in the box as you type it. If you do not currently have a password, you won't be prompted to type your old password.

3.	In the New Password box, type your new password.

4.	In the Verify New Password box, type your new password again to verify it.

If the characters you type the second time do not match those you typed the first time, Schedule+ asks you to type your password again until they match.

5.	Choose the OK button.


See Also

Log On to Schedule+

Open Another User's Schedule

Quit Schedule+


Changing My Password

  How To

If you use Microsoft Exchange, your Schedule+ password is identical to the password you use to log on to Microsoft Exchange. Your administrator assigns your initial password. You can change your password at any time.

You can change your password while you are using Schedule+ in either group-enabled or stand-alone mode.


Quit Schedule+

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To quit Schedule+

From the File menu, choose Exit.


Quitting Schedule+

  How To

When you quit Schedule+, all schedules and views are closed. Reminders are not displayed when you quit.


See Also

Change My Password

Log On to Schedule+

Open Another User's Schedule


The Schedule+ Window

  See Also

The Schedule+ window includes a menu bar, a toolbar, a status bar, and one of several views of your schedule. Each view is identified by a tab to the left of the window. Each view consists of one or more of the basic Schedule+ elements in various arrangements. The basic Schedule+ elements include the Appointment Book, the Planner, the Date Navigator, the To Do List, and Contacts.

When you first use Schedule+, a set of tabs is displayed by default. The Daily tab, for example, includes the Appointment Book, the Date Navigator, and the To Do List, each shown in a different area, separated by split bars. You can drag these split bars to resize the areas. The number of days shown in the Appointment Book, the number of months shown in the Date Navigator, and the number of tasks shown in the To Do List depend on the position of the split bars.

You can add tabs for different views to suit the way you work.


See Also

Add or Remove Tabs

Change the Default Options

Display or Remove the Status Bar

Display or Remove the Toolbar

Set and Change Time Zones

The Schedule+ Window

View Different Dates


Display or Remove the Toolbar

  Overview    [image]  See Also

To display or remove the toolbar

From the View menu, choose Toolbar.

A check next to the command indicates that the toolbar is displayed.


See Also

The Schedule+ Window

Add or Remove Tabs

Change the Default Options

Display or Remove the Status Bar


Displaying or Removing the Toolbar

  How To

Schedule+ provides a toolbar that you can display on your desktop. You click the buttons on the toolbar to carry out a commonly used command quickly. If you forget what a button does, position the pointer over the button for a moment. The button's title is displayed in a yellow box.

The following buttons appear on the toolbar, from left to right:

Button	Description
	The Today button displays information for the current day in that view.
	The Go To Date button indicates the date you want to display. It is identical to the Go To command on the Edit menu.
	The Open button opens another user's Appointment Book if you have appropriate access permissions. It is identical to the Other's Appointment Book command on the Open menu of the File menu.
	The Print button prints the portions of your schedule that you specify. It is identical to the Print command on the File menu.
	The Cut button cuts the selected text to the Clipboard. It is identical to the Cut command on the Edit menu.
	The Copy button copies the selected text to the Clipboard. It is identical to the Copy command on the Edit menu.
	The Paste button pastes the Clipboard text to the location of the pointer. It is identical to the Paste command on the Edit menu.
	The Undo button reverses the last action you took. It is identical to the Undo command on the Edit menu.
	The Insert New Appointment/Task/Contact button opens a dialog box for you to insert a new appointment, task, or contact, depending on where the active focus of the pointer is. For example, if the active focus is on the Appointment Book portion of the Daily view, the button is called Insert New Appointment, and it displays an Appointment dialog box. It is identical to the Appointment, Task, or Contact commands on the Insert menu.
	The Delete button deletes the selected item or text. It is identical to the Delete Item command on the Edit menu when an item is selected.
	The Edit button opens the dialog box for the selected item, such as appointment, task, or contact, so you can edit the item. It is identical to the Edit Item command on the Edit menu.
	The Recurring button makes the selected item recurring. It is identical to the Make Recurring command on the Insert menu.
	The Reminder button switches (toggles) the current reminder setting for the selected item. For example, if the selected item has a reminder, you can turn off the reminder by choosing the Reminder button. It is identical to the Set Reminder command on the Edit menu.
	The Private button switches (toggles) the current privacy setting for the selected item. For example, if the selected task is private, you can make it visible by choosing the Private button. It is identical to the Private command on the Edit menu.
	The Tentative button switches (toggles) the current tentative setting for the appointment. It is identical to the Tentative command on the Edit menu.
	The Meeting Wizard button starts the Schedule+ Meeting Wizard to help you schedule a meeting, step by step. It is identical to the Make Meeting command on the Tools menu.
	The Timex Watch Wizard button starts the Timex Watch Wizard to help you copy (export) your schedule information to your Timex Data Link watch. It is identical to the Timex Watch command on the Export menu of the File menu.
	The View Mail button displays your Inbox, so you can read your meeting messages.


Display or Remove the Status Bar

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To display or remove the status bar

From the View menu, choose Status Bar.

A check next to the command indicates that the status bar is displayed.


See Also

The Schedule+ Window

Add or Remove Tabs

Change the Default Options

Display or Remove the Toolbar


Displaying or Removing the Status Bar

  How To

Schedule+ provides an optional status bar that appears at the bottom of your Schedule+ window. When you select a menu or choose a command, the status bar summarizes the purpose of the menu or command and provides other information that helps you use Schedule+. When you're not choosing a command, the status bar displays the current date and time, regardless of the day or time you are viewing.

When you're working in the Appointment Book or the Planner, the right side of the status bar displays the currently selected time slot. When you're working in the To Do List, the right side of the status bar indicates what task filter is currently being applied.


Change the Default Options

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To change Schedule+ general options

1.	From the Tools menu, choose Options.

2.	In the Options dialog box, select the General tab.

3.	On the General tab, select or change any of the settings, and then choose the OK button.

The Week Starts On day and the day start and end times affect the color display in the Appointment Book. Weekends and nonwork hours are displayed in a slightly darker shade of the color you have selected.

The Week Starts On day affects which day appears in the first column of the Date Navigator and in the first column of the Appointment Book in the Weekly view.

To change Schedule+ default options

1.	From the Tools menu, choose Options.

2.	In the Options dialog box, select the Defaults tab.

3.	Change any of the settings for appointments, tasks, and projects, and then choose the OK button.

Note  If you set an automatic reminder for tasks, you will be notified at the start of the workday on the day you specify.

To change Schedule+ display options

1.	From the Tools menu, choose Options.

2.	In the Options dialog box, select the Display tab.

3.	In the Display tab, select or change any of the settings, and then choose the OK button.

The color scheme you choose applies to your entire schedule and also to anyone else's schedule while you have it open.

The font size applies to text that appears on tabs and main elements, such as the Appointment Book and To Do List. The text size in the dialog boxes isn't affected.

To make or change Schedule+ time zone options

1.	From the Tools menu, choose Options.

2.	In the Options dialog box, select the Time Zone tab.

3.	For the primary time zone, do the following:

Type an abbreviation of up to three characters that you want to identify your primary time zone. This is necessary only if you will be displaying two time zones. The abbreviations you enter appear at the top of the time columns on the Daily and Planner tabs.

Select a time zone in the list below the abbreviation box.

If you want to adjust for daylight savings time automatically, select the Adjust For Daylight Savings Time check box.

4.	If you will be displaying two time zones, enter the same information for a secondary time zone.

It is useful to display two time zones if, for example, you are scheduling appointments with colleagues working in another time zone.

5.	Choose the OK button.

To change Schedule+ synchronize options

1.	From the Tools menu, choose Options.

2.	Select the Synchronize tab.

3.	To change how often your local schedule file is synchronized with your schedule file on the network, use the up or down arrow to change the number of minutes.

4.	Select whether or not you want to synchronize your local file with the server file when you quit Schedule+.

5.	Select whether you want changes saved first in your local file.

6.	Choose the Synchronize Now button to synchronize your local and server schedule files.


See Also

The Schedule+ Window

Add or Remove Tabs

Display or Remove the Status Bar

Display or Remove the Toolbar


Changing the Default Options

  How To

You can customize Schedule+ to suit the way you work. Use the Options commands on the Tools menu to:

Specify your workweek and workday.

Specify the time scale for appointments.

Specify the default reminders and priorities.

Set the color combinations in the Schedule+ window.

Set primary and secondary time zones.


Add or Remove Tabs

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To add a tab

1.	From the View menu, choose Tab Gallery.

2.	In the Available Tabs box, select the tab you want to add.

Schedule+ displays an illustration of the tab and a brief description.

3.	Choose the Add button.

The tab appears in the Show These Tabs box.

4.	In the Tab Title box, you can change the default title that will appear on the tab.

5.	If you want to add multiple tabs, repeat steps 2 through 4 for each tab.

6.	When you finish adding tabs, you can rearrange the order in which the tabs are displayed by selecting a tab and then choosing the Move Up or Move Down button.

7.	Choose the OK button.

To remove a tab

1.	In the Schedule+ window, select the tab you want to remove.

2.	From the View menu, choose Remove Tab.

Schedule+ asks you to confirm that you want to remove the current tab.

Note  You can also remove a tab by using the Tab Gallery command on the View menu. If you want to add and remove tabs at the same time, use the Tab Gallery command.


See Also

The Schedule+ Window

Change the Default Options

Display or Remove the Status Bar

Display or Remove the Toolbar


Adding or Removing Tabs

  How To

You can work in a variety of views, depending on what you're working on: appointments, tasks, meetings, or contacts. Tabs that identify each view are located along the left edge of the Schedule+ window. The following tabs are displayed when you start Schedule+ for the first time:

Daily displays the Appointment Book for a single day, the Date Navigator, and your tasks that are active on the displayed day.

Weekly displays the Appointment Book for as many as seven days.

Monthly displays your appointments a month at a time.

Planner displays the free/busy times for scheduling meetings.

To Do displays the To Do List, and the Date Navigator.

Contacts displays the combined grid and business-card display of your contacts.

You can customize your schedule to suit your needs by adding and removing as many tabs as you want using the Tab Gallery command and the Remove Tab command on the View menu. You can create more than one instance of the same tab, each customized the way you want. For example, if you want two Daily views, one with the Appointment Book area expanded and the other with the To Do List expanded, add another Daily tab, and then move the split bars.

The size of the tab depends on the length of the title you specify. If you add more tabs than can be displayed, scroll arrows appear.

Tab settings are stored on a schedule-by-schedule basis. For example, if you are a delegate, you could have one set of tabs for your own schedule and another set for your manager's schedule while you have it open. Tab settings you make in your own schedule are saved when you quit Schedule+. Once you close your manager's schedule, however, any tab settings you made in it will not be saved.


View Different Dates

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To change the date you are viewing in the Appointment Book or the Planner

With the mouse, do one of the following:

In the Date Navigator, click the left arrow to move backward month by month, or click the right arrow to move forward month by month. Then, in the Date Navigator, click the day you want to view.

Click the Go To Date button on the toolbar, and select a date in the same way as in the Date Navigator.

To return to a display of the current date, click the Today button on the toolbar.

Right-click the Date Navigator, and choose the Today or Go To command on the pop-up menu.

Click the arrows to the left or right of the date at the top of the Appointment Book.

With the keyboard:

1.	From the Edit menu, choose Go To (CTRL+G).

2.	In the Go To dialog box, select either the Date option button (ALT+D) or the Week option button (ALT+W).

To change a date, either press the right-arrow key to move to the portion of the date you want to change and type the correct date, or use the up and down arrows to move through the dates (you can press CTRL to change the date but not the day).

To change a week, either select the week number and type the correct one, or use the up and down arrows to move through the weeks.

3.	Choose the OK button.


See Also

Change the Default Options

Set and Change Time Zones

View Free or Busy Times


Viewing Different Dates

  How To

The Date Navigator and the Go To Date button are the two main ways to view different dates in Schedule+. The date you are viewing doesn't change as you switch between views unless you change it. For example, if you're viewing a date in the Daily view and you click the Planner tab, the date you were viewing is displayed in the range of days shown in the Planner. On tabs that display the Appointment Book and the To Do List, the To Do List displays tasks that are active for the date or dates that are displayed in the adjacent Appointment Book.

If you are viewing a tab that displays multiple days, you can select a date by clicking within the borders of that date. On the Daily tab, the selected day, date, month, and year are displayed at the top of the Appointment Book. The month and year are also displayed at the top of the Date Navigator.

Note  Schedule+ displays the current time and date on the left side of the status bar regardless of which view is displayed.


Set and Change Time Zones

  Overview    [image]  See Also

To change a primary time zone or specify a secondary time zone

1.	From the Tools menu, choose Options.

2.	In the Time Zone tab, select a new time zone in the list.

3.	If you are going to be displaying two time zones, type up to three characters (for example, EST) in the Primary Time Zone text box to identify the selected time zone.

4.	To specify a second time zone, select the Secondary Time Zone check box.

The list of secondary time zones appears.

5.	In the list, select a secondary time zone.

6.	In the Secondary Time Zone text box, type up to three characters to identify the time zone.

7.	Select one or both of the Adjust For Daylight Savings Time check boxes.

8.	Choose the OK button.

To display or hide a secondary time zone

From the View menu, choose Second Time Zone.

When this command is checked, a second time scale is displayed to the left of the primary one in the Daily and Weekly views of the Appointment Book and in the Planner. Text identifying each of the time zones is displayed at the top of the time scale.

To hide a secondary time zone, choose the Second Time Zone command from the View menu again.


See Also

Change the Default Options

View Different Dates

View Free or Busy Times


Setting and Changing Time Zones

  How To

You identifiy your time zone during Setup. Use the Options command to change your primary time zone, if necessary. You can display a secondary time zone, which is useful when scheduling meetings with users in other time zones. You can choose to display the secondary time zone on the Daily and Weekly views of the Appointment Book and in the Planner.

In the Planner, the meeting organizer's primary time zone is the reference point. If you are organizing a meeting and are displaying busy times for attendees from different time zones, their busy times are adjusted so that they are displayed in your time zone. Displaying a secondary time zone in the Planner is a convenient way to see when a meeting will occur for your attendees in that time zone.


Access Permissions

  See Also

With Schedule+ in group-enabled mode, you can grant users different levels of access permissions to your schedule. Depending on the roles you assign them, users can, for example, have access to your Contact List, or they can help you maintain your schedule.

You can grant other users on the network permission to view your free and busy times. You can grant further access by assigning some users specific permissions (such as Read or Modify) or a "role." Roles are predefined combinations of access permissions. You can assign all users a default role that you can customize, and you can change the access permission for individual users, which overrides the general default role. You can give a user access to only a specific area of your schedule, such as your appointments or your contacts. In addition, you can designate a specific appointment, task, project, contact, or event as private. Regardless of their access permission, no other user (except those you've designated as Owners or Delegate Owners) can view items you have marked as private.

You can assign a user a role of proxy, or delegate, for your schedule. Your delegate can modify your schedule and send and receive meeting messages on your behalf. Depending on the specific permissions you grant your delegates, they can also view or modify private items in your schedule and change other users' permissions to your schedule. Your delegate does not need to know your password.

Appointments that your delegate creates and meeting requests and responses sent by your delegate are identified to message recipients as having been handled by a delegate on your behalf.

When a delegate sets up a meeting in your Appointment Book and sends meeting requests on your behalf, the responses are sent to the delegate, and your schedule automatically reflects the responses.

When people invite you to meetings, your delegate receives copies of the requests and can view your schedule for conflicts and respond on your behalf. You can specify that your meeting messages be sent only to your delegate or to both you and your delegate.

You can have multiple delegates. You can easily select a different delegate or delete a delegate at any time while you are working in Schedule+.


See Also

Modify a Resource's Schedule

Modify Another User's Schedule with their Permission

Open Another User's Schedule

View Free or Busy Times

View Users' Access Permissions


View Users' Access Permissions

  Overview    [image]  See Also

To view users' access permissions for your schedule

1.	From the Tools menu, choose Set Access Permissions.

The default access permission and the permissions for any users to whom you've assigned specific permissions are displayed in the Users box.

2.	When you finish viewing access permissions, choose the OK button.


See Also

Access Permissions

Modify a Resource's Schedule

Modify Another User's Schedule with their Permission

Open Another User's Schedule

View Free or Busy Times


Viewing Users' Access Permissions

  How To

You can easily confirm users' roles and specific access permissions for your schedule. The following table describes the possible roles.

Note  If you choose to publish your free/busy times on the Global tab, users assigned the role of None can still see when you are free and busy in their Planners. They just do not have access to any details about your schedule.

Role	Permissions
None	No viewing permissions. Selected by default.
Read	Read all (appointments, contacts, tasks, events). Gives users access to the details of the appointments.
Create	Create all (appointments, contacts, tasks, events).
Modify	Modify all (appointments, contacts, tasks, events).
Delegate	Modify all parts of your schedule, except private items. Delegates receive meeting messages and reminders for you and can send meeting requests on your behalf.
Owner	Modify all parts of your schedule. In addition, Owners can view and modify private items in your schedule, and they can change users' permissions for your schedule.
Delegate Owner	All the permissions Owners have. In addition, Delegate Owners can send and receive meeting messages on your behalf.
Custom	As you specify.
If none of the predefined roles suits your needs, you can grant a custom set of permissions for a user. You can grant users different Custom permissions by assigning each of them the Custom role and then selecting the specific permissions you want each of them to have.


Set or Change a User's Access Permissions

  Overview    [image]  See Also

To give a user a predefined permission

1.	From the Tools menu, choose Set Access Permissions.

2.	Select the Users tab.

3.	In the Users box, select the name of the user whose permissions you want to set.

--or--

If the user's name isn't in the Users box, choose the Add button, select the user's name in the list the same way you do when sending mail, and then choose the OK button. Select the name in the Users box.

4.	In the User Role box, select a role for the user.

The information in the Users box reflects the new role assignment.

5.	Choose the OK button.

To give a user custom permissions

1.	From the Tools menu, choose Set Access Permissions.

2.	In the Users box, select the name of the user whose permissions you want to set.

--or--

If the user's name isn't in the Users box, choose the Add button, select the user's name in the list the same way you do when sending mail, and then choose the OK button. Select the name in the Users box.

3.	In the User Role box, select Custom.

4.	In the Appointments box, select the permission you want the user to have for your appointments.

5.	In the Contacts box, select the permission you want the user to have for your contacts.

6.	In the Events box, select the permission you want the user to have for your events.

7.	In the Tasks box, select the permission you want the user to have for your To Do List.

8.	Choose the OK button.

To change a user's permission for your schedule

1.	From the Tools menu, choose Set Access Permissions.

2.	In the Users box, select the name of the user whose permissions you want to change.

3.	In the User Role box, select a new role for the user.

The information in the Users box changes to reflect the new role assignment.

4.	Choose the OK button.


See Also

Access Permissions

Modify a Resource's Schedule

Modify Another User's Schedule with their Permission

Open Another User's Schedule

View Free or Busy Times


Setting or Changing a User's Access Permissions

  How To

It's easy to set and change users' access permissions for your schedule. You can set default access permissions and give specific users additional or restricted access. Schedule+ provides a set of individual access permissions that you can combine and assign to specific users. A shortcut for assigning access permissions is to assign roles, which are predefined combinations of access permissions.

Note  If you choose to publish your free/busy times on the Global tab, users assigned the role of None can still see when you are free and busy in their Planner. They simply do not have access to any details about your schedule.

You can assign any of the following roles to users:

Role	Permissions
None	No viewing permissions. Selected by default.
Read	Read all (appointments, contacts, tasks, events). Gives users access to the details of the appointments.
Create	Create all (appointments, contacts, tasks, events).
Modify	Modify all (appointments, contacts, tasks, events).
Delegate	Modify all parts of your schedule, except private items. Delegates receive meeting messages and reminders for you and can send meeting requests on your behalf.
Owner	Modify all parts of your schedule. In addition, Owners can view and modify private items in your schedule, and they can change users' access permissions for your schedule.
Delegate Owner	All the access permissions Owners have. In addition, Delegate Owners can send and receive meeting messages on your behalf.
Custom	As you specify.
If none of the predefined roles suits your needs, you can grant a custom set of access permissions for a user. You can grant users different Custom access permissions by assigning each of them the Custom role and then selecting the specific permissions you want each of them to have.


Set or Change Global Access Permissions

  Overview    [image]  See Also

To set or change global access permissions for your schedule

1.	From the Tools menu, choose Set Access Permissions.

2.	Select the Global tab.

3.	Select or clear the Disallow Overlapping Appointments check box, depending on whether you want to allow overlapping appointments in your schedule.

4.	Select or clear the Disallow Recurring Appointments check box, depending on whether you want to allow recurring appointments in your schedule.

5.	In the Publish box, type or select a number to specify how many months of your free/busy information you want to make available to other users.

Note  Publishing your free/busy information shows other users only a colored bar in their Planners when you are busy. If you have not granted users other permissions, they will not have access to any details about your schedule.


See Also

Access Permissions

Modify a Resource's Schedule

Modify Another User's Schedule with their Permission

Open Another User's Schedule

View Free or Busy Times


Setting or Changing Global Access Permissions

  How To

You can specify whether you want overlapping or recurring appointments in your schedule. If you do not allow overlapping or recurring appointments, you and other users cannot create appointments that overlap with your other appointments or are recurring.

You can also determine how many months of your free/busy information you want to publish at a time.


Appointments in Schedule+

Appointments in Schedule+ are activities that occur within a specific time period. You create an appointment in the Appointment Book. The time slots appear in 30-minute increments or in the time scale you specify in the Options dialog box on the General tab. Nonwork hours appear shaded. The date of the selected appointment appears at the top of the Appointment Book.

Currently selected time slots are highlighted. Existing appointments appear with descriptions and symbols. You can click and drag the pointer over the time labels to the left of the time slots to display a pop-up box with the date and times you are selecting.

You can view a summary of existing appointment information on tabs that display monthly views of the Appointment Book. Days with existing appointments are shown in bold in the Yearly view.

You can enter appointments in Schedule+ in one of two ways:

By typing in the appropriate time slot in the Appointment Book in either the Daily view or the Weekly view.

By using the Appointment dialog box, which you can open by choosing Appointment from the Insert menu, by double-clicking a selected time slot, or by clicking the New Item button on the toolbar when you're viewing your Appointment Book or Planner.

Appointments can have reminders attached to them, and they can be made private, tentative, and recurring.


Schedule an Appointment

  Overview    [image]  See Also

You can schedule an appointment by either typing directly in the Appointment Book, or by using the Appointment dialog box. If you want to change the default settings or add notes when you schedule the appointment, schedule the appointment using the Appointment dialog box.

To schedule an appointment by using the Appointment Book

1.	In the Appointment Book, select the date and time for which you want to schedule the appointment.

Note  You can select as much time as needed for the appointment by dragging the pointer over multiple time slots. As you drag the pointer over time slots, Schedule+ displays in the status bar the length of time you've selected.

2.	In the selected time slot, type a description for the appointment.

If you have set automatic reminders in the Options dialog box on the Defaults tab, the Reminder symbol appears automatically in the time slot, preceding the description you type.

3.	If you want to set a reminder or make the appointment recurring, private, or tentative, click the appropriate button on the toolbar.

To schedule an appointment using the Appointment dialog box

1.	Do one of the following:

From the Insert menu, choose Appointment (CTRL+N).

With the focus on one of the Appointment Book views or the Planner, click the Insert New Appointment button on the toolbar.

The Appointment dialog box appears, displaying the General tab.

2.	If appropriate, change the date and the start and end times for the appointment, either by typing over what is displayed or by using the up and down arrows. Select the All Day check box to schedule the appointment from 12:00 A.M. on the day selected to 11:59 P.M. on the same day.

3.	In the Description box, type a brief description of the appointment.

This description appears in the time slot in the Appointment Book.

4.	In the Where box, type a location for the appointment, if appropriate.

5.	Select any of the following check boxes:

Set Reminder. Specify how long beforehand you want to be reminded of the appointment. The reminder specifications you set here override the default set in the Options dialog box. For a reminder to be activated, you must select the Enable Reminders check box in the Options dialog box.

Private. Other users cannot see this appointment description, even if they have been granted Read access to your appointments.

Tentative. Tentative appointments do not appear as busy times in the Planner.

6.	Choose the OK button.

Appointments you create in the Daily view also appear in the Weekly, Monthly, and Yearly views.


See Also

Add a Note to an Appointment

Add a Task to My Appointment Book

Change or Delete a Recurring Appointment

Change or Delete an Appointment

Find Text in Myr Schedule

Open Another User's Schedule

Schedule a Recurring Appointment

Set Appointment Reminders


Scheduling an Appointment

  How To

You can schedule an appointment in your own Appointment Book, and other users can give you access permissions to schedule or change appointments in their Appointment Books. You can schedule an appointment by dragging a task from the To Do List to the Appointment Book.

For any appointment, you can:

Invite people to an appointment (meeting) and schedule a conference room and other resources for the meeting.

Identify appointments occurring repeatedly as recurring so that you don't need to enter them for each occurrence. The Recurring symbol appears preceding the description.

Set reminders to appear and to sound a specified time before the appointment. For appointments with reminders set, the Reminder symbol appears preceding the description.

Designate appointments that are not definite as tentative so that they don't appear as busy times when others view your Planner. Tentative appointments appear shaded (gray) in the Appointment Book.

Designate appointments as private so that the description is hidden from other users (except those granted Owner or Delegate Owner permissions). For private appointments, the Private symbol appears preceding the description.


Copy an Appointment

  Overview    [image]  See Also

You can copy an existing appointment either by dragging the appointment from one time slot to another while pressing the CTRL key or by using the Copy command on the Edit menu.

Tip  If the appointment you want to copy recurs more than a couple of times and in a pattern, you can designate it as recurring.

To copy an appointment by dragging

1.	In the Appointment Book, select the appointment you want to copy.

2.	While pressing the CTRL key, click the top of the appointment box (the cursor changes to four arrows) and drag the appointment to its new time.

If the date you want to copy the appointment to is not displayed on the tab, drag the appointment to the appropriate date in the Date Navigator. Schedule+ changes the display of the Appointment Book to show the date you copied the appointment to. The appointment is copied to the same time as the original appointment, and you can then move it to a new time, if necessary.

To copy an appointment using the Copy command

1.	In the Appointment Book, select the appointment you want to copy.

2.	From the Edit menu, choose Copy (CTRL+C).

3.	Select the day and time slot you want to copy the appointment to.

4.	From the Edit menu, choose Paste (CTRL+V).

5.	To copy the same appointment to additional time slots, repeat steps 3 and 4.


See Also

Add a Task to My Appointment Book

Change or Delete a Recurring Appointment

Change or Delete an Appointment

Schedule a Recurring Appointment

Schedule an Appointment


Copying an Appointment

  How To

You can easily copy appointments to other times or days in your Appointment Book. When you copy an appointment within your own Appointment Book, its attributes are also copied. If you have appropriate access permissions, you can also copy an appointment to another user's Appointment Book. When you copy an appointment to another user's Appointment Book, only the attributes for which you have permissions in that user's Appointment Book are copied. For example, if you copy a private appointment from your Appointment Book to another user's Appointment Book, the private setting is copied only if you have permission to view private items in that user's schedule.


Schedule a Recurring Appointment

  Overview    [image]  See Also

You can designate a new or existing appointment as recurring.

To designate a new appointment as recurring

1.	Do one of the following:

From the Insert menu, choose Appointment.

With the focus in the Appointment Book, click the Insert New Appointment button on the toolbar.

2.	In the Description box, type a brief description of the appointment.

3.	In the Where box, type a location for the appointment, if appropriate.

4.	Choose the Make Recurring button.

5.	Select the When tab to change the default recurrence pattern or the date or time of the recurring appointment.

6.	On the When tab, specify the recurrence pattern by first selecting an option button for the frequency (Daily, Weekly, Monthly, Yearly) and then indicating more specific information for that frequency in the accompanying box.

7.	In the Duration and When boxes, specify the duration and time of the recurring appointment.

The Next Occurrence box displays the date of the next appointment.

8.	Choose the OK button.

To designate an existing appointment as recurring

1.	In the Appointment Book, select the appointment.

2.	Click the Recurring button on the toolbar.

3.	In the When tab, specify the recurrence pattern. Select an option for the frequency (Daily, Weekly, Monthly, Yearly), and then indicate more specific information for that frequency in the accompanying box.

4.	In the Duration and When boxes, specify the duration and time of the recurring appointment.

The Next Occurrence box displays the date of the next appointment.

5.	Choose the OK button.


See Also

Appointments in Schedule+

Schedule an Appointment

Set Appointment Reminders


Scheduling a Recurring Appointment

  How To

If you have an appointment that occurs on a regular basis, such as a weekly status meeting, you can designate it as recurring. You can specify an appointment as recurring while you are creating it, or you can designate an existing appointment as recurring.

When you designate an appointment as recurring, you only have to schedule it once. Schedule+ enters all future occurrences of the appointment for you automatically. By default, recurring appointments are scheduled for one year, but you can specify a different duration for any recurring appointment.

You can also change or delete single or multiple occurrences of a recurring appointment.


Set Appointment Reminders

  Overview    [image]  See Also

You can quickly set a reminder for an appointment by selecting the appointment and then clicking the Reminder button on the toolbar. The reminder occurs at the interval beforehand that you have set on the Defaults tab in the Options dialog box.

Note  You must check the Enable Reminders check box in the Options dialog box on the General tab in order for any reminders to appear.

To set an appointment reminder using the Appointment dialog box

1.	In the Appointment Book, select the time slot for the appointment.

2.	Double-click the appointment's handles or symbols.

The Appointment dialog box appears.

3.	Select the Set Reminder check box.

The boxes that specify the interval for the reminder display either 15 minutes or the amount of time you have specified in the Options dialog box.

4.	To be reminded earlier or later than the time shown, type a new number and select the down arrow to specify minutes, hours, days, weeks, or months.

5.	Choose the OK button.

To set a reminder for all occurrences of a recurring appointment

1.	From the Edit menu, choose Edit Recurring, and then choose Appointments.

2.	In the list of recurring appointments, double-click the recurring appointment you want to set a reminder for, or select it and then choose the Edit button.

Tip  You can bypass steps 1 and 2 by selecting an instance of the recurring appointment in the Appointment Book and then choosing the Recurring button on the toolbar.

3.	Select the Set Reminder check box.

4.	If you want to be reminded earlier or later than the reminder time shown, delete the entries and then type new ones, or use the up and down arrows to change the time interval.

5.	Choose the OK button and then the Close button.

To set a reminder for each new appointment automatically

1.	From the Tools menu, choose Options.

2.	On the Defaults tab, select the Set Reminders For Appointments Automatically check box.

3.	If you want to be reminded earlier or later than the reminder time shown, type or select the new time, and then choose the OK button.

This default reminder setting applies to all subsequent appointments you add to your schedule.

You can change the reminder time for a specific appointment without affecting this default reminder setting.


See Also

Appointments in Schedule+

Responding to Appointment Reminders

Schedule an Appointment


Setting Appointment Reminders

  How To

An appointment reminder is a message box that appears a specified interval before an appointment. The reminder can be accompanied by a sound if you have set this option. Reminders can display at any time Schedule+ is running, even if it isn't the active application. When the reminder appears, you can specify that it not appear again, that it appear again in a specified amount of time, or that it appear again at a specified amount of time before the appointment.

You can set a reminder for any upcoming appointment that is scheduled in your Appointment Book. When you set a reminder, the Reminder symbol (a bell) precedes the description in the Appointment Book. You can set the number of minutes, hours, days, weeks, or months that you want the reminder to occur before the appointment. If you set a reminder and do not specify a time, the default reminder occurs 15 minutes before the appointment.

You can instruct Schedule+ to set reminders automatically for all new appointments. You can also turn all reminders on and off by selecting the Enable Reminders check box on the General tab in the Options dialog box. You can turn a reminder for a selected appointment on and off by choosing the Set Reminder command from the Edit menu or by clicking the Reminder button on the toolbar.

Schedule+ includes a sound that you can install to accompany the reminder display. You can use the Control Panel to change this sound to any .WAV file that you have installed.


Respond to Appointment Reminders

  Overview    [image]  See Also

When a reminder appears, it displays the time and description for the appointment, and the location, if appropriate.

To respond to an appointment reminder

1.	Do one of the following:

If you want Schedule+ to display another reminder before the appointment, select the Notify Me Again option button.

You can request to be notified again in a specified period of time or to be notified a specified period of time before the appointment.

Select the Don't Notify Me Again option button if you don't want another reminder of the upcoming appointment.

2.	Choose the OK button, or choose the Edit button to display the Appointment dialog box, where you can edit the appointment's attributes.


See Also

Appointments in Schedule+

Schedule a Recurring Appointment

Schedule an Appointment

Set Appointment Reminders


Responding to Appointment Reminders

  How To

An appointment reminder is a message that appears at a specified interval before an appointment. A sound accompanies the message if you have set this option. The reminder appears whenever you have Schedule+ running, even if it is not the active application. When the reminder appears, you can request that it not appear again, that it appear again in a specified amount of time, or that it appear again a specified amount of time before the appointment.


Change or Delete an Appointment

  Overview    [image]  See Also

To change an appointment in the Appointment Book

To change	Do this
The description	Select the appointment, delete the text in the time slot, and then type the new description.
The time	Select the appointment, and then position the pointer over its left border. The pointer appears as a four-headed arrow. Drag the appointment to the new time.
The duration	Select the appointment, and then position the pointer over the its bottom border. The pointer appears as a double-headed arrow. Drag the bottom of the appointment to end the appointment at a later time.
The day	Select the appointment, and then position the pointer over its left border. The pointer appears as a four-headed arrow. Drag the appointment to the new day in the Date Navigator.
To change an appointment in the Appointment dialog box

1.	In the Appointment Book, select the appointment you want to change.

2.	Double-click the appointment, click the Edit button on the toolbar, or choose Edit Item from the Edit menu (CTRL+E).

3.	In the Appointment dialog box, you can change any of the entries in the boxes.

4.	When you finish making changes, choose the OK button.

To delete an appointment

1.	In the Appointment Book, select the appointment you want to delete.

2.	Click the Delete button on the toolbar, or choose Delete Item from the Edit menu (CTRL+D).


See Also

Add a Note to an Appointment

Change or Delete a Recurring Appointment

Copy an Appointment

Responding to Appointment Reminders

Schedule a Recurring Appointment

Schedule an Appointment

Set Appointment Reminders


Changing or Deleting an Appointment

  How To

You can change the time, date, and description of any appointment or delete any appointment. You can also change the reminder, privacy, and tentative settings, and the list of attendees.

You can change an appointment either in the Appointment Book or in the Appointment dialog box.


Change or Delete a Recurring Appointment

  Overview    [image]  See Also

To change a single occurrence of a recurring appointment

You change or delete one occurrence of a recurring appointment the same way you change or delete a nonrecurring appointment.

1.	Double-click the instance of the recurring appointment you want to change, or select the appointment and click the Edit button on the toolbar.

2.	In the Appointment dialog box, make the changes you want, and then choose the OK button.

To change all occurrences of a recurring appointment

1.	From the Edit menu, choose Edit Recurring, and then choose Appointments.

2.	In the list of recurring appointments, double-click the appointment, or select it and then choose the Edit button on the toolbar.

Tip  You can bypass steps 1 and 2 by selecting an instance of the recurring appointment in the Appointment Book and then choosing the Recurring button on the toolbar.

3.	In the Appointment Series dialog box, make the changes you want (which will affect all occurrences of the recurring appointment), and then choose the OK button.

To delete all occurrences of a recurring appointment

1.	From the Edit menu, choose Edit Recurring, and then choose Appointments.

2.	In the list of recurring appointments, select the recurring appointment you want to delete, and then choose the Delete button.

3.	Choose the Close button.


See Also

Add a Note to an Appointment

Change or Delete an Appointment

Copy an Appointment

Responding to Appointment Reminders

Schedule a Recurring Appointment

Schedule an Appointment

Set Appointment Reminders


Changing or Deleting a Recurring Appointment

  How To

You can easily view a list of all your recurring appointments, including their next occurrences and descriptions. You can change or delete a single occurrence or all occurrences of a recurring appointment.

If you change or delete a single occurrence of a recurring appointment, the remaining occurrences are not affected.

Note  Once you have invited others to a recurring appointment (a meeting), you can shorten the duration without informing the attendees, but if you make any other changes to the recurrence pattern, you must schedule a new recurring meeting.


Add a Note to an Appointment

  Overview    [image]  See Also

To add a note to an appointment

1.	In the Appointment Book, double-click one of the handles of the appointment you want to add a note to.

2.	In the Appointment dialog box, choose the Notes tab.

3.	In the text box, type as much text as you want.

If there is already text in the text box, you can add new text or delete the existing text. The text wraps as you type. The text box scrolls as necessary.

4.	Choose the OK button.


See Also

Change or Delete a Recurring Appointment

Change or Delete an Appointment

Copy an Appointment

Schedule a Recurring Appointment

Schedule an Appointment

Set Appointment Reminders

Responding to Appointment Reminders


Adding a Note to an Appointment

  How To

Use the Notes tab in the Appointment dialog box to type general notes about the appointment. When you invite users to a meeting, the text of the meeting request message is stored on this tab.


The To Do List

You can use the To Do List to enter, manage, and track activities or tasks that are associated with specific dates, but not with specific times, such as reading a report. You can note tasks directly in the To Do List, which appears on several tabs, or type them in the Task dialog box. The entire To Do List appears on the To Do tab. On the Daily and Weekly tabs, the To Do List displays only those tasks with dates corresponding to one or more of the dates shown in the Appointment Book.

The To Do List is displayed as a grid. Column headings across the top of the grid correspond to the boxes in the Task dialog box.

You can choose which columns to display in your list. Space for column headings is limited. If a column heading cannot be displayed fully, the first few letters of the heading are followed by an ellipsis. You can drag the boundaries of the column headings to change the width of the columns. If items in a column have been sorted, an arrow appears in the heading, pointing upward if the sort is in ascending order and downward if the sort is in descending order.

You can assign tasks an end date and duration. Tasks that have not been completed by their end date appear in red in the To Do List, with the Overdue symbol following the description. Completed tasks appear with a line through them and a check in the Completed column.

You can organize tasks easily by:

Applying a filter to the tasks to display a specific subset of tasks.

Organizing your tasks by displaying them in groups; they can be indented under as many as three levels of categories. For example, related tasks can be grouped together into projects. If you make a project private, all tasks belonging to that project are also private.

Sorting your tasks in any order you want, such as in descending order by priority.

You can schedule time for a task in your Appointment Book.


Display Columns in My To Do List

  Overview    [image]  See Also

To specify the columns displayed in my To Do List

1.	In a view that displays your To Do List, click anywhere in the To Do List, and choose Columns from the View menu.

2.	Indicate the columns you want displayed by choosing one of the following commands:

Custom. Opens the Columns dialog box, where you can select a field in the Available Fields box and choose the Add button to add it to the Show These Columns box.

All. Displays columns for all categories included in the To Do dialog box.

Typical. Displays the Completed, Description, Priority, Ends, Duration, % Complete, and Project columns.

Few. Displays the Completed, Description, Priority, and Ends columns.

Description Only. Displays the Completed and Description columns.


See Also

The To Do List

Add a Project

Add a Recurring Task

Add a Task

Copying and Moving a Task


Displaying Columns in My To Do List

  How To

You can change the column display in your To Do List by:

Turning the display of the gridlines on and off using the Display tab in the Options dialog box.

Indicating which columns to display using the Columns command.

Changing the width of a column by clicking its border and then dragging to increase or decrease the width, or by choosing Columns and then Custom from the View menu.


Add a Project

  Overview    [image]  See Also

To add a project to your To Do List

1.	From the Insert menu, choose Project.

2.	In the Name box, type the name of the new project.

3.	In the Priority box, change the priority, if necessary.

4.	To make this project private, select the Private check box.

If you make the project private, all tasks associated with the project will also be private.

5.	Choose the OK button.


See Also

The To Do List

Add a Recurring Task

Add a Task

Copying and Moving a Task

Display Columns in My To Do List


Adding a Project

  How To

You can group related tasks into categories called "projects." Tasks do not have to be part of a project, although if you have several related tasks, projects can be a good way to organize them. For example, if you have several tasks related to one assignment or objective, such as planning a seminar, you can organize all the tasks associated with planning the seminar under a project called "Seminar."

If you group your To Do List by project, the project names appear in bold, preceded by an expand or collapse button and followed by the project priority in parentheses. You can collapse or expand the display of the list of tasks in each project by clicking the expand or collapse button next to the project name.

You can associate a priority with a project, and this will not affect the priority assigned to the individual tasks belonging to the project.

You can designate a new or existing project as private. This makes all tasks (including existing tasks) in the project private, regardless of whether you designated the individual tasks as private or not.


Add a Task

  Overview    [image]  See Also

To add a task or change options for a task in the To Do List

1.	Select the row where you want to enter the new task. Then do one of the following:

Click the Description column in the first available row and then type a brief description of the task.

Select a row by clicking the row number, and then insert a new row above it by choosing Row from the Insert menu.  The task may later change position in the list depending on sorts and filters you apply.

2.	Type or edit the task information in the fields in the task's row.

To move to a specific field, press the TAB key until the focus is in that field, or click the field. Some default values are displayed.

To add a task or change general options for a task in the Task dialog box

1.	With the cursor in the To Do List, do one of the following:

Click the Insert New Task button on the toolbar (CTRL+T).

Double-click the row selection button for the appropriate task.

2.	To associate a date with the task, in the Active Range box of the General tab, select the Ends check box. Then select a date.

3.	If you have specified an end date, you can also indicate a duration for the task by selecting a number and then a unit of time (days, weeks, or months) in the Starts Before End Date boxes.

4.	If you want the task to be automatically marked as Completed when the end date is reached, select the Mark As Done After End Date check box.

5.	In the Description box, type a description of the task.

6.	In the Project box, type a project with which to associate the task, or select a project in the list.

7.	Type or select a priority for the task, if necessary.

8.	To set a reminder, select the Set Reminder check box. Then indicate when the reminder should be activated. By default, the reminder appears at 12:00 A.M. on the start date.

9.	To prevent others from viewing this task, select the Private check box.

10.	When you complete the General tab, you have the following options:

Select the Status tab or the Notes tab to enter more information.

Choose the OK button to save the information and close the dialog box.

Choose the Make Recurring button to make a task recurring.

To add or change the status of a task in the Task dialog box

1.	In the To Do List, double-click the row selection button for the appropriate task.

2.	In the Task dialog box, select the Status tab.

The end date and the task description are displayed in the What box.

3.	Type or select the percentage completed, the actual time expended, the estimated time needed until completion, or the completion date.

4.	In the Contact box, select the name of a person or company associated with the task.

5.	In the Billing Information box, type an account number or other billing information.

6.	In the Mileage box, type the number of miles driven in connection with the task.

7.	In the Role box, type your role associated with the task, if appropriate.


See Also

The To Do List

Add a Recurring Task

Copying and Moving a Task

Display Columns in My To Do List


Adding a Task

  How To

You can add tasks to your To Do List at any time. A task can be part of a project, or it can be independent. You can assign a task a priority from 1-9, A-Z, or a letter-number combination (such as A1 through A9 and B1 through B9), with 1 as the highest priority and Z as the lowest. Unless you change the default task priority in your schedule options, the default priority is 3. You can change a task's priority at any time by selecting the priority and then using the up and down arrows that appear in the box. You can also assign an end date and a duration for the task.

You can add and change task information by making the changes directly in the To Do List or by using the Task dialog box.

When you copy a task, its due date and other settings are also copied. In addition, if your To Do List is grouped, a new or copied task assumes the characteristics of the category in which it has been placed. For example, if you add a Set Up Meeting task in the Planning project, the task becomes part of that project.


Add a Recurring Task

  Overview    [image]  See Also

To designate a new task as recurring from any view

1.	From the Insert menu, choose Recurring Task.

2.	On the When tab, specify the recurrence pattern (Daily, Weekly, Monthly, Yearly). Then indicate more specific information for that frequency in the accompanying box.

3.	In the Effective box, type or select the start date for the task.

4.	If the task has an end date, select the Until check box, and then type or select the appropriate end date.

5.	On the General tab, type a description for the recurring task.

6.	If appropriate, specify or change the project, priority, reminder, and privacy settings for the recurring task.

7.	Choose the OK button.

To designate a new task as recurring from a view of the To Do List

1.	In a view of the To Do List, do one of the following:

Click anywhere in the To Do List area, and then choose the Insert New Task button on the toolbar.

Double-click the button to the left of an empty row.

2.	In the Task dialog box, type a description for the recurring task.

3.	Specify or change the project, priority, reminder, and privacy settings for the recurring task.

4.	Choose the Make Recurring button.

5.	In the When tab, specify the recurrence pattern by first selecting an option for the frequency (Daily, Weekly, Monthly, Yearly) and then indicating more specific information for that frequency in the accompanying box.

6.	In the Effective box, type or select the start date for the task.

7.	If the task has an end date, select the Until check box, and then type or select the appropriate end date.

8.	Choose the OK button.

To designate an existing task as recurring

1.	In a view of the To Do List, select the task you want to make recurring, and then do one of the following:

Click the Recurring button on the toolbar.

Double-click the row selection button for the task and then choose the Make Recurring button in the Task dialog box.

2.	On the When tab, specify the recurrence pattern by first selecting an option for the frequency (Daily, Weekly, Monthly, Yearly) and then indicating more specific information for that frequency in the accompanying box.

3.	In the Effective box, type or select the start date for the task.

4.	If the task has an end date, select the Until check box, and then type or select the appropriate end date.

5.	Choose the OK button.


See Also

The To Do List

Add a Task

Copying and Moving a Task

Display Columns in My To Do List


Adding a Recurring Task

  How To

If you have created a task that recurs on a regular basis, such as a weekly status report, you can set it up as a recurring task.

When you designate a task as recurring, you schedule it only once. Schedule+ automatically schedules all future occurrences of the task in your To Do List. You can change or cancel single or multiple occurrences of a recurring task.


Copy and Move a Task

  Overview    [image]  See Also

To copy or move a task by dragging

1.	In the To Do List, select the tasks you want to copy or move by doing one of the following:

To select multiple contiguous rows, click one row and then click another row while pressing the SHIFT key.

To select noncontiguous rows, click one row and then press the CTRL key as you select subsequent rows.

2.	If you want to move the task, hold down the mouse button and drag the task (or tasks) to a new position in the list. If you want to copy the tasks, hold the CTRL key down as you drag.

The pointer changes shape, and a black line appears in the To Do List, showing where the dragged task will be inserted.

3.	Release the mouse button when the black line appears in the position you want.

The task appears in the new position in the To Do List. It assumes the attributes of the category in which it is placed.

To copy or move a task by using the Copy or Cut command

1.	Select the task you want to copy or move.

2.	From the Edit menu, choose either Copy or Cut.

3.	Click the row above which you want to paste the task.

4.	From the Edit menu, choose Paste.


See Also

The To Do List

Add a Recurring Task

Add a Task

Display Columns in My To Do List


Copying and Moving a Task

  How To

When you copy or move a task, keep in mind that tasks take on the attributes of the group in which they are placed. For example, if the list is organized by project, any tasks you place under a project heading will belong to that project. If you copy a task and place the copy in a different group in the To Do List, the attributes of the tasks will be different, depending on where the tasks are placed in the list.

You can easily move or copy a task to another position in the To Do List, either by dragging the task to the position you want or by using the Copy or Cut command.


Change or Delete a Task or Project

  Overview    [image]  See Also

To change a task

You can change information regarding a task in either the To Do List or in the Task dialog box. Do one of the following:

In the To Do List, select the field you want to change, and then either type the new information or use the arrows to select a new choice.

In the To Do List, select the task you want to change and then either press the ENTER key or click the Edit button on the toolbar. In the Task dialog box, make the changes you want and then choose the OK button.

To delete a task

1.	In the To Do List, select the task you want to delete.

2.	Do one of the following:

Click the Delete button on the toolbar.

From the Edit menu, choose Delete Item (CTRL+D).

To change a project

1.	In the To Do List, double-click the row selection button for the project you want to change, or select the project's row and click the Edit button on the toolbar.

2.	In the Project dialog box, change the project name or the priority and choose the OK button.

To delete a project and its tasks

1.	In the To Do List, select the project you want to delete.

2.	From the Edit menu, choose Delete Item.

Schedule+ reminds you that all tasks in this project will also be deleted.

3.	Choose the Yes button.

To delete a project without deleting its tasks

Note  Before deleting a project without deleting its tasks, be sure that the task filter is set to All. Otherwise, some tasks may not be displayed, and you may forget to move them before deleting the project.

To delete a project without deleting its tasks, you'll first need to move its tasks to the None project or another project in one of the following ways:

If your To Do List is grouped by project, drag the tasks from the project that you are going to delete to the None project or to another project. Then delete the original project.

For each task you want to retain, change the task's project name to None (or another project name) in the Project column of the To Do List. Then delete the original project.

For each task you want to retain, double-click the row selection button for the task and then change the task's project name in the Task dialog box. Then delete the original project.


See Also

The To Do List

Add a Recurring Task

Add a Task

Change or Delete a Recurring Task

Display Columns in My To Do List


Changing or Deleting a Task or Project

  How To

You can change or delete any task or project. If you delete a group (such as a project) in a grouped To Do List, you automatically delete the tasks listed in that group.


Change or Delete a Recurring Task

  Overview    [image]  See Also

You can change or delete one or all occurrences of a recurring task.

To view a list of your recurring tasks

From the Edit menu, choose Edit Recurring, and then choose Tasks.

To change a single occurrence of a recurring task

You can change a single occurrence of a recurring task in one of the following ways:

In the To Do List. Select a field in any column and then either type new information or use the arrows to select another choice.

In the Task dialog box. First, open the dialog box by double-clicking the first column for the task or by selecting the task and then clicking the Edit button on the toolbar. Make the changes you want in the dialog box, and then choose the OK button.

To change all occurrences of a recurring task

1.	From the Edit menu, choose Edit Recurring, and then choose Tasks.

2.	In the list of recurring tasks, double-click the task, or select it and then choose the Edit button.

Tip  You can skip steps 1 and 2 by selecting an instance of the recurring task in the To Do List and then choosing the Recurring button on the toolbar.

3.	In the Task Series dialog box, make the changes you want (which will affect all occurrences of the recurring task), and then choose the OK button.

To delete all occurrences of a recurring task

1.	From the Edit menu, choose Edit Recurring, and then choose Tasks.

2.	In the list of recurring tasks, select the recurring task you want to delete, and then choose the Delete button.

3.	Choose the Close button.


See Also

The To Do List

Add a Recurring Task

Add a Task

Change or Delete a Task or Project

Display Columns in My To Do List


Changing or Deleting a Recurring Task

  How To

You can easily view a list of all your recurring tasks and their descriptions, frequencies, and next occurrences. You can then decide to change or delete a single occurrence of a recurring task or all occurrences of the task.

If you change or delete a single occurrence of a recurring task, the remaining tasks are not affected.


Filter Tasks

  Overview    [image]  See Also

To filter your To Do List

1.	Display your To Do List, either on the To Do tab or in another view displaying the To Do List.

2.	From the View menu, choose Filter, and then choose the type of filter you want to apply.

3.	Choose the Include Tasks With No End Date command to turn it on or off.

When you apply a filter, you can choose whether to include tasks that don't have end dates. A check next to the Include Tasks With No End Date command indicates it is currently active (tasks without end dates are displayed).


See Also

The To Do List

Add a Task to My Appointment Book

Change the To Do List Display

Group Tasks

Maintain and View the Status of Tasks

Set Task Reminders

Sort Tasks


Filtering Tasks

  How To

Using the Filter command, you can display a subset of tasks. Tasks are filtered based on the end date and duration you have specified for the task or on the percentage complete that you have specified. You can filter tasks based on the following conditions.

Filter	Description
All	No filter is applied.
Upcoming	The task starts after the currently displayed date.
Active	The currently displayed date falls between the start date and the end date for the task, or the task is overdue.
Not Yet Completed	This filter displays active tasks and tasks that haven't been started.
Completed	A task can be marked as completed by placing a check in the Completed field in the row in which the task is displayed in the To Do List or by changing the entry in the Percentage Complete box to 100%. Completed tasks appear with lines through them in the To Do List.
Overdue Tasks	A task is marked as overdue when it is incomplete and the currently displayed date is past the end date. Overdue tasks appear in red in the To Do List and are accompanied by the Overdue symbol.
When you apply a filter, you can choose whether to include tasks that don't have end dates by using the Include Tasks With No End Date command.

When a filter is applied in one view, it is effective only in that view. Other views that display the To Do List are unaffected. The filter currently in effect is displayed at the top of the To Do List and in the right half of the status bar.


Group Tasks

  Overview    [image]  See Also

To group your To Do List

1.	From the View menu, choose Group By.

2.	In the Group By dialog box, for each grouping, select the category in the list and then select either the Ascending or Descending option button.

You can group tasks into one, two, or three categories and subcategories.

3.	Choose the OK button.

The tasks are displayed grouped in the categories you have specified. Each category name is bold and is displayed in a row by itself in the To Do List. The category name is preceded by an expand or collapse button that you can use to display or hide the tasks in that category. If you have grouped your To Do List by project, the priority of the project is displayed in parentheses after the project name.


See Also

The To Do List

Add a Task to My Appointment Book

Change the To Do List Display

Filter Tasks

Maintain and View the Status of Tasks

Set Task Reminders

Sort Tasks


Grouping Your Tasks
Grouping Tasks

  How To

You can organize tasks in an outline format, indented under up to three categories, including project, end date, and priority. For example, if you want to see a list of all of your tasks from a specific project with a specific priority, you can group your To Do List by project and then by priority.

Group names are displayed in bold in their own row in the To Do List. Each group name is preceded by an expand or collapse button, which you can use to display or hide the tasks in that group.

If you do not group your To Do List, the tasks are displayed in the order in which they were entered or according to the sort that has been applied to the list. If you sort a grouped list, the tasks are sorted within each group.

If you have applied a filter, the grouped list displays only the tasks that meet the filter conditions. If you apply a filter to a To Do List that is grouped by project, all projects are always displayed, regardless of the filter.


Sort Tasks

  Overview    [image]  See Also

To sort your To Do List by clicking the columns in the To Do List

1.	In the To Do List, do one of the following:

To sort in ascending order by a category (column heading), click the column heading.

To sort in descending order by a category, press the CTRL key while clicking the column heading.

2.	To sort by one or two additional categories, click the column headings for those categories.

To sort your To Do List using the Sort command

1.	On any tab in which the To Do List is displayed, choose Sort from the View menu.

2.	In the Sort dialog box, select up to three categories by which you want to sort your To Do List, and indicate whether the sort should be performed in ascending or descending order.

All the column headings from the To Do List are included in the lists, whether or not they are currently displayed.

3.	Choose the OK button.


See Also

The To Do List

Add a Task to My Appointment Book

Change the To Do List Display

Filter Tasks

Group Tasks

Maintain and View the Status of Tasks

Set Task Reminders


Sorting Tasks

  How To

You can sort tasks by clicking the column headings in the To Do List or by using the Sort command on the View menu.

Sorted columns display a sort button that points up to indicate an ascending sort or down to indicate a descending sort. You can sort on as many as three columns at a time; the most recently sorted column becomes the primary key by which the To Do List is sorted.

Sorts that you perform by clicking column headings are also reflected in the Sort dialog box. At any time, you can choose the Sort Now command from the View menu to quickly re-sort the To Do List according to the sort order shown in the dialog box.


Change the To Do List Display

  Overview    [image]  See Also

To turn gridlines on or off

1.	From the Tools menu, choose Options, and then choose the Display tab.

2.	Do one of the following:

To turn gridlines on, select the Show Gridlines box.

To turn gridlines off, clear the Show Gridlines box.

To change which columns are displayed

1.	In the To Do List, choose Columns from the View menu.

2.	Choose the appropriate command for the columns you want to display in your To Do List: Custom, All, Typical, Few, or Description Only.

3.	If you choose Custom, add or remove the columns you want from the Available Fields box, and then choose the OK button.

To change a column's width in the To Do List

1.	In the To Do List, click the right border of the column heading.

2.	Drag the column heading to the right or left.

To change a column's width using the Columns command

1.	In the To Do List, choose Columns from the View menu and then choose Custom.

2.	In the Show These Columns box, select the column whose width you want to change.

3.	In the Width box, type or select the number of pixels you want the column's width to be.

4.	In the Minimum Width box, type or select the minimum number of characters for a column.

5. Choose the OK button.


See Also

The To Do List

Add a Task to My Appointment Book

Filter Tasks

Group Tasks

Maintain and View the Status of Tasks

Set Task Reminders

Sort Tasks


Changing the To Do List Display

  How To

You can specify the tasks that appear in your To Do List and their display order by using the grouping, sorting, and filtering commands. For example, you can group and sort tasks by project, end date, priority, or any of the other columns in the To Do List. You can filter your tasks to see only specific subsets of them, such as the active tasks, overdue tasks, or completed tasks. You control the appearance of the To Do List, including whether to display gridlines, which columns to display, and the size of those columns.


Set Task Reminders

  Overview    [image]  See Also

To set a reminder for a task

1.	In the To Do List, select the row for the task and then open the Task dialog box.

To open the dialog box, double-click the row selection button for the task, or choose Edit Item from the Edit menu.

2.	Select the Set Reminder check box.

3.	If you want to be reminded earlier or later than the reminder time shown, type a new number in its place and click the down arrow to select days, weeks, or months.

4.	In the Before box, select either start date or end date.

5.	Choose the OK button.

Note  The Enable Reminders check box on the General tab of the Options dialog box must also be selected before the reminder will appear.

To set a reminder for all occurrences of a recurring task

1.	From the Edit menu, choose Edit Recurring, and then choose Tasks.

2.	In the list of recurring tasks, double-click the recurring task you want to set a reminder for, or select it and then choose the Edit button.

3.	Select the Set Reminder check box.

4.	If you want to be reminded earlier or later than the reminder time shown, type a new number over the existing one, and click the down arrow to select a new time.

5.	In the Before box, select either Start Date or End Date.

6.	Choose the OK button.

7.	Choose the Close button.

To set a reminder for each new task automatically

1.	From the Tools menu, choose Options.

2.	On the Defaults tab, select the Set Reminders For Tasks Automatically check box.

3.	If you want to be reminded earlier or later than the reminder time that's shown, select the new time and then choose the OK button.

Any reminder you now set for a task uses this time as a default.

You can change the reminder time for a specific task without affecting this default setting.

To respond to a daily reminder

To dismiss the reminder with no changes, choose the OK button.

To edit the details of the task, choose the Edit button.

To turn all task reminders on or off

1.	From the Tools menu, choose Options, and then select the Defaults tab.

2.	Do one of the following:

To turn on reminders for all new tasks, select the Set Reminders For Tasks Automatically check box.

To turn off reminders for all new tasks, clear the Set Reminders For Tasks Automatically check box.

If you turn reminders off, they remain off until you turn them on or until you restart Schedule+.

To turn a reminder for a selected task on or off

Do one of the following:

With the task selected, choose the Set Reminder command on the Edit menu.

With the task selected, click the Reminder button on the toolbar.

Double-click the task's row selection button to open the Task dialog box, and then select or clear the Set Reminder check box.


See Also

The To Do List

Add a Task to My Appointment Book

Change the To Do List Display

Filter Tasks

Group Tasks

Maintain and View the Status of Tasks

Sort Tasks


Setting Task Reminders

  How To

A task reminder is a message that appears on your screen at the start of the day for which you set it. You can set a sound to accompany the message. The reminder appears whenever you have Schedule+ running, even if it is not the active application.

You can use the Reminder button on the toolbar to set a reminder quickly for any task with an end date. The reminder will occur at the default time (before the task's start date) that you've specified in your schedule options. To set a specific (nondefault) reminder time, use the Task dialog box. When you set a reminder for a task, the Reminder symbol appears following the description of the task in the To Do List.

You can set reminders for individual tasks, or you can set up Schedule+ to set reminders automatically for all new tasks.


Add a Task to My Appointment Book

  Overview    [image]  See Also

You can move or copy a task to your Appointment Book by using any of these methods:

Method	Procedure
Dragging	In any view displaying both the To Do List and the Appointment Book, click the task you want to copy and drag the row to the time slot you want in the Appointment Book. To move the task, delete the task from your To Do List after you drag a copy to your Appointment Book.
Copy or Cut command	Select the task, and then choose Copy from the Edit menu. In the Appointment Book, select the appropriate time slot, and then choose Paste from the Edit menu. The task's description is pasted into the time slot for the new appointment. You can move a task by choosing Cut instead of Copy from the Edit menu.
Related Item command	Select a time slot in the Appointment Book, and then select the task. From the Insert menu, choose Related Item, and then choose Appt. From Task. The task description and project name are pasted into the time slot for the new appointment.


See Also

The To Do List

Change the To Do List Display

Filter Tasks

Group Tasks

Maintain and View the Status of Tasks

Set Task Reminders

Sort Tasks


Adding a Task to My Appointment Book

  How To

You can schedule a specific time in your Appointment Book for a task by copying or moving the task to your Appointment Book. For example, if you want to make sure you reserve time during the day to work on a task, add it to a specific time in your Appointment Book. Schedule+ provides you with several ways to copy or move the task into the Appointment Book.


Maintain and View the Status of Tasks

  Overview    [image]  See Also

To mark a task as completed

In the To Do List, click the Completed (checked) column.

To view a task's status

1.	In the To Do List, double-click the row selection button for the task.

2.	In the Task dialog box, select the Status tab.

3.	When you're finished viewing the task's status, choose the OK button.

You can check other kinds of task status as follows:

You can sort by End Date, % Complete, Date Completed, or Estimated Effort columns in the To Do List.

You can select a filter to display only a specified status.


See Also

The To Do List

Add a Task to My Appointment Book

Change the To Do List Display

Filter Tasks

Group Tasks

Set Task Reminders

Sort Tasks


Maintaining and Viewing the Status of Tasks

  How To

You can easily update or check a task's status in the To Do List or in the Task dialog box. In the To Do List, you can display the relevant columns (such as % Complete) by sorting and filtering.

A task's status at any given time is one of the following:

Status	Meaning
Active	Current date is between start date and end date.
Complete	The percentage complete is 100%. (When you finish a task, you can type "100%" in the Percentage Complete box, or you can click the Complete column in the To Do List.)
Not started	Current date is before the start date.
Not completed	Task is either not started or active.
Overdue	Task is incomplete and current date is after end date. Overdue tasks are red in the To Do List.
As you complete tasks in your To Do List, you can mark them as complete by clicking to place a check in the Completed column. Schedule+ displays a check and a line through the task. If you want, Schedule+ automatically marks your task as completed the day after its end date.


Scheduling a Meeting

A meeting in Schedule+ is an appointment to which attendees are invited. You use the Schedule+ Meeting Request form to send request messages to other people on the network. The attendees must also be Microsoft Exchange users, and your computer must be connected to a mail server.

When you create a meeting, you identify the attendees, determine a meeting time, invite the attendees, and receive their responses. You can start out from the Meeting Wizard, the Appointment dialog box, or the Planner. The Meeting Wizard walks you through setting up a meeting one step at a time, and is the easiest way to set up a meeting.

You receive attendees' responses to your meeting request in your Microsoft Exchange Inbox. You can track responses in the Appointment dialog box.

You can change an appointment into a meeting. You can also add attendees to an existing meeting and reschedule a meeting.


Using the Planner

Use the Planner to see when you are busy over several days. If you are running Schedule+ in group-enabled mode, you can also see other users' free and busy times over several days. When you organize a meeting, the Planner shows busy times for users who have been invited, as well as busy locations, so that you can easily determine a satisfactory time and place for the meeting. A smaller version of the Planner, showing fewer days, is also displayed on the Planner tab in the Appointment dialog box. The Planner consists of a free/busy display, an Attendees box, and the Date Navigator.

The free/busy display on the main Planner tab shows several days by default; you can adjust the space for each element by dragging the split bars. You can use the left and right arrows at the top of the display to move to different days, or you can click a date in the Date Navigator. The vertical bars indicate busy times for you and for categories of attendees or individual attendees, depending on what you have selected in the Attendees box. If attendees are located in another time zone, their busy times are adjusted to display correctly in your time zone.

The Attendees box displays the attendees you have selected by choosing the Invite button. The attendees are listed by category, with the meeting organizer (you) at the top of the list. The check boxes determine whether a given category or attendee's free/busy times are displayed. Use the buttons preceding the categories to collapse and expand the list of attendees for a given category.

When you switch to the Planner from any other view, the Planner displays the same time frame as was displayed in the previous view. Use the Date Navigator to display different dates in the free/busy display.

In stand-alone mode, the Invite button, which is used to invite attendees to a meeting, does not appear. The Request Meeting button appears as the New Appointment button. When you choose the New Appointment button, the Appointment dialog box is displayed.


Use the Meeting Wizard

  Overview    [image]  See Also

To use the Meeting Wizard

Click the Meeting Wizard button on the toolbar.

The Schedule+ Meeting Wizard starts and prompts you for answers as it schedules the meeting for you.


Using the Meeting Wizard

  How To

You can easily set up a meeting using the Meeting Wizard. You don't have to know the steps involved in setting up a meeting; the Wizard performs them for you. You need only answer the questions it asks you.


See Also

Scheduling a Meeting


Invite Attendees and Resources to a Meeting

  Overview    [image]  See Also

This procedure describes how to select the users whose schedules you want to check for availability. They aren't invited to a meeting until you choose the Request Meeting button and send a Meeting Request form.

To select attendees

1.	On the Planner tab, choose the Invite button.

2.	If necessary, select another address list in the Show Names From The box.

3.	Do one of the following:

Select a name and then choose either the Required, Optional, or Resource button. (The meeting location is considered a resource.)

Type a name, or choose the Find button to search for a name in the address list.

Names in the Required box appear in the To line of the Meeting Request form, names in the Optional box appear on the Cc line, and the name in the Resource box appears in the Where line.

4.	When you finish adding attendees, choose the OK button.

The attendees are listed under the appropriate category in the Attendees box on the Planner tab.


See Also

Scheduling a Meeting

Using the Planner

Select a Meeting Time

Send a Meeting Request

View Free or Busy Times


Inviting Attendees and Resources to a Meeting

  How To

You can invite to a meeting any user (or group of users) connected to your mail server. You can also "invite" a resource, such as a location, video equipment, or a computer.


View Free or Busy Times

  Overview    [image]  See Also

After having selected attendees by choosing the Invite button, you can then determine who is busy at specific times.

To view names of users who are busy at a selected time

In the Planner, select the busy time slot and double-click it, or click the right mouse button.

A pop-up box displays the names of those busy at that time. An X also appears next to the users in the Attendees list who are busy during the selected time.

To view busy details about a selected user or resource

1.	In the Planner, double-click the busy time slot for which you want to see details.

2.	In the list of busy users for that time slot, select the user's name.

The start time, end time, location, and first line of the description for this user's appointment are displayed if you have been granted appropriate access permissions.

To view one user's busy times

1.	In the Attendees list in the Planner, double-click the user's name.

The busy times for that user are highlighted by black borders in the grid.

2.	When you're finished viewing that user's busy times, click once anywhere in the Attendees list to clear the black borders.

To view the busy times for all users in a category

1.	In the Attendees box in the Planner, double-click the Required, Optional, or Resource headings.

The busy times for all users in that category are highlighted by black borders in the grid.

2.	When you're finished viewing that category's busy times, click once anywhere in the Attendees list to turn off the black borders.


See Also

Scheduling a Meeting

Using the Planner

Select a Meeting Time

Invite Attendees and Resources to a Meeting

Send a Meeting Request


Viewing Free or Busy Times

  How To

You can use the Planner to check busy times for attendees who have published their free/busy times. In addition, if users have given you Read permission to their appointments, you can check the details for their busy times, including the times, descriptions, and locations of their appointments.

The vertical bars in the Planner indicate people's or resources' appointments or "busy" times. Time slots without vertical bars are called "free" times. After you have selected the attendees for the meeting you are setting up, these names appear in the Attendees box, and their busy times are indicated by colored bars displayed side by side in the Planner. Although you can change the color display using the Options dialog box, Schedule+ uses default colors in the following ways:

Blue vertical bars in the time slots indicate your busy times.

Dark gray bars indicate the busy times for required attendees.

Purple bars indicate the busy times for optional attendees.

Green bars indicate the busy times for resources.

The names in the Attendees box are listed according to category. A check appears in the check box if a person's schedule is shown; a question mark appears if the schedule is unavailable. An X next to the attendee's name means that attendee is busy for the selected time slot. You can click the expand or collapse button to display or hide the attendees in a category. You can check busy times for the entire list at once, for one category at a time, or for one attendee at a time.


Select a Meeting Time

  Overview    [image]  See Also

After having selected attendees by choosing the Invite button, you can then select a meeting time.

To select a meeting time manually

1. On the Planner tab or on the Planner tab in the Appointment dialog box, select the time slot you want.

2. Choose the Request Meeting button, or choose the OK button in the Appointment dialog box.

To select a meeting time using Auto Pick

1.	On the Planner tab or on the Planner tab in the Appointment dialog box, select one or more time slots to indicate the length of the meeting you want to create.

The specific time you select is not important. However, be sure to select the earliest time period desirable, as Schedule+ will move forward from that time slot to find a meeting time.

2.	Do one of the following:

From the Tools menu, choose Auto Pick.

On the Planner tab in the Appointment dialog box, choose the Auto-Pick button.

Schedule+ finds the earliest time available for all attendees.

3.	If you want to accept the time that Schedule+ has selected, choose the Request Meeting button. If not, choose the Auto Pick command again.


See Also

Scheduling a Meeting

Using the Planner

Invite Attendees and Resources to a Meeting

Send a Meeting Request

View Free or Busy Times


Selecting a Meeting Time

  How To

You can select a time for your meeting at any time during the process of creating a meeting. However, it is usually convenient to identify the attendees first, so you can view their free/busy times and then determine the best time for the meeting.


Send a Meeting Request

  Overview    [image]  See Also

Before sending a meeting request, you must first identify the attendees and the meeting time.

To send a meeting request

1.	Do one of the following:

On the Planner tab, choose the Request Meeting button.

In the Appointment dialog box, choose the OK button.

2.	In the Subject box of the Meeting Request form, type a description of the meeting, which will appear in your Appointment Book.

If you are turning an appointment into a meeting and the appointment already has a description, the description automatically appears in the Subject box.

3.	Add recipients and message text or attach files, as appropriate, just as you do when sending an e-mail message.

4.	To send the message, click the Send button on the toolbar.

Schedule+ automatically marks the meeting time in your Planner and places the meeting in your Appointment Book.


See Also

Scheduling a Meeting

Using the Planner

Select a Meeting Time

Invite Attendees and Resources to a Meeting

View Free or Busy Times


Sending a Meeting Request

  How To

When you set up a meeting, you send a meeting request to attendees stating the subject and proposing a time and date.

Schedule+ places the user names of the required attendees in the To box, the optional attendees in the Cc box, and the resources in the Where box. If you have entered any notes (on the Notes tab in the Appointment dialog box), they appear in the message.

The Meeting Request form also appears when you change or reschedule a meeting so you can notify the attendees of the change.


Respond to a Meeting Request

  Overview    [image]  See Also

To respond to a meeting request

1.	In your Inbox, double-click the meeting request message.

If the meeting request conflicts with an existing meeting, or if there are immediately adjacent appointments, Schedule+ displays a message listing the conflicting or adjacent appointments.

2.	To send a message along with your automatic reply, choose Send Response from the Tools menu, and type a message in the Meeting Response form that is displayed for the proposed meeting.

If you don't want to send a message along with your automatic reply, skip this step and proceed to step 3.

3.	Choose the Accept, Decline, or Tentatively Accept button.

Even if you don't send a message with your reply, Schedule+ sends a message to the originator's Inbox. The originator can also see how attendees have responded by looking on the Attendees tab in the Appointment dialog box for that appointment.

If you accept the invitation to the meeting, it is entered into your Appointment Book.


See Also

Scheduling a Meeting

Using the Planner

Add or Remove Attendees and Resources From a Meeting

Reschedule or Cancel a Meeting

Track Responses to a Meeting Request


Responding to a Meeting Request

  How To

You receive meeting requests in your Inbox, distinguished from other messages by a Schedule+ symbol. You can reply with an automatic meeting response by choosing either the Accept, Decline, or Tentatively Accept button. You can also select the Send Response command on the Tools menu to include a message with the response. The Send Response command is selected if a check precedes it on the Tools menu.

When you've responded to the message, Schedule+ automatically books the meeting in your Appointment Book.


Track Responses to a Meeting Request

  Overview    [image]  See Also

To view responses to your meeting request

1.	Double-click the meeting description in your Appointment Book to display the Appointment dialog box for the selected meeting.

2.	Select the Attendees tab.

The attendees you have invited are displayed under the appropriate category. The symbols next to their names indicate their responses.

Symbol	Indicates that the attendee has
	Accepted.
	Declined.
	Tentatively accepted.
	Accepted and has included a response.
	Declined and has included a response.
	Tentatively accepted and has included a response.
	Not responded.
3.	To close the dialog box, choose the OK or Cancel button.


See Also

Scheduling a Meeting

Using the Planner

Add or Remove Attendees and Resources From a Meeting

Reschedule or Cancel a Meeting

Respond to a Meeting Request


Tracking Responses to a Meeting Request

  How To

You can quickly review the responses to your meeting request on the Attendees tab in the Appointment dialog box for the meeting. You also receive meeting responses in your Microsoft Exchange Inbox.


Reschedule or Cancel a Meeting

  Overview    [image]  See Also

To reschedule a meeting

1.	Double-click the meeting description in your Appointment Book to display the Appointment dialog box for the selected meeting.

2.	On the General tab, change the time or date for the beginning or end of the meeting, as appropriate.

3.	Choose the OK button.

Schedule+ updates your Appointment Book and asks if you want to notify attendees of the change. If you do, Schedule+ displays the Meeting Request form addressed to the attendees, together with a note that the original meeting time has been changed.

Tip  You can also use the Auto Pick command to reschedule a meeting.

To cancel a meeting from the Appointment Book

1.	Select the meeting in your Appointment Book.

2.	Choose the Delete button on the toolbar, or choose Delete Item from the Edit menu.

To cancel a meeting from the Appointment dialog box

1.	Double-click the meeting description in your Appointment Book.

2.	In the Appointment dialog box, choose the Delete button.

Schedule+ updates your Appointment Book and asks you if you want to notify attendees of the cancellation. If you do, Schedule+ displays the Meeting Request form addressed to the attendees, together with a note that the original meeting time has been canceled.


See Also

Scheduling a Meeting

Using the Planner

Add or Remove Attendees and Resources From a Meeting

Respond to a Meeting Request

Track Responses to a Meeting Request


Rescheduling or Canceling a Meeting

  How To

If you need to reschedule or cancel a meeting you've organized, you can either pick a new time or delete the appointment. Schedule+ guides you through the steps for notifying the attendees.

You can quickly change the time for a meeting by dragging the description to a new time slot in your Appointment Book, or you can change the time in the Appointment dialog box.


Add or Remove Attendees and Resources From a Meeting

  Overview    [image]  See Also

To add an attendee or resource

1.	Double-click the meeting description in your Appointment Book to display the Appointment dialog box for the selected meeting.

2.	To remove attendees, on the Attendees tab, select and delete their names.

3.	To add attendees, on the Attendees tab, choose the Invite Others button.

4.	Add the new names from the appropriate address book, in the same way that you identified the original attendees, and then choose the OK button.

Schedule+ displays the Meeting Request form, addressed to the attendees you have just identified.

5.	Add recipients and message text or attach files, as appropriate, just as you do when sending an e-mail message.

6.	To send the message, click the Send button on the toolbar.


See Also

Scheduling a Meeting

Using the Planner

Reschedule or Cancel a Meeting

Respond to a Meeting Request

Track Responses to a Meeting Request


Adding or Removing Attendees and Resources From a Meeting

  How To

You can add or remove attendees and resources from a meeting at any time. New users receive a meeting request, and you can track their responses along with the original attendees' responses.


Managing and Tracking Business and Personal Contacts

The Contacts feature is a convenient place to enter, manage, and track your business and personal contacts. The Contacts tab displays contacts on both in a grid and in a business-card form. Each business card has several tabs and fields, and each field corresponds to a column in the grid. You can enter contacts directly into either side of the Contact tab, or by using the Contact dialog box.

In the grid, as with tasks, you can group and sort your contacts. If a column has been sorted, a sort button appears in the column heading, pointing upward if the sort is in ascending order or downward if the sort is in descending order.

You can create an appointment or a task from a contact by choosing Related Item from the Insert menu and then choosing Appt. From Contact or Task From Contact. The contact name and company are automatically inserted into the Description box in the Edit Appointment dialog box or Edit Task dialog box that appears.


Adding a Contact

  How To

You can add a contact to your Contact List at any time. You can add and change information for a contact either by using the Contacts tab or the Contact dialog box. If you are currently displaying a view that combines the Contact List with another element, such as the To Do List, make sure the focus is on the Contact List, and then follow the instructions for changing contacts using the Contacts tab.

You can give specific users access permissions to view or modify your contact information. However, contacts you've designated as private are not visible to other users when they view your list.


Add a Contact Using the Contact Dialog Box

  Overview    [image]  See Also

To add a contact using the Contact dialog box

1.	In a view of the Contact List, click the Insert New Contact button on the toolbar.

2.	On the Business tab, type the basic contact information.

3.	In the Phone Numbers box, select the type of phone number, and type the number.

You can enter multiple phone numbers, and you can display two phone numbers at a time.

4.	Select the Private check box to prevent other users from viewing this contact information.

Note  You can use the TAB key to move from one box to the next.

5.	On the Home tab, select the Birthday check box and the Anniversary check box, and then type or select appropriate dates.

Birthdays and anniversaries automatically appear as annual events on the appropriate dates in the Appointment Book.

6.	Choose the OK button.

To add an address for a contact in the Contact dialog box

1.	Display the Contact dialog box, either by double-clicking at the beginning of a row in the Contact List or by choosing Contact from the Insert menu.

2.	Select the Business tab to add a business address, or select the Home tab to add a home address.

3.	In the Address, City, State, Zip Code, and Country boxes, type the address information.

4.	Choose the OK button.

To add a note to a contact in the Contact dialog box

1.	Display the Contact dialog box, either by double-clicking at the beginning of a row in the Contact List or by choosing Contact from the Insert menu.

2.	In the Contact dialog box, select the Notes tab.

3.	In the Notes box, type a note you want to associate with the contact.

4.	Choose the OK button.


See Also

Managing and Tracking Business and Personal Contacts

Change a Contact

Group a Contact List

Remove a Contact

Sort a Contact List


Add a Contact Using the Contacts Tab

  Overview    [image]  See Also

To add a contact on the Contacts tab

1.	With the Contacts tab displayed, select the button to the left of an empty row in the contact grid.

A new, empty business card is displayed next to the grid.

2. In the new business card, type the new contact information onto each appropriate tab: Business, Phone, Home, Personal, and Notes.

You can type the new information into the adjacent contact grid if you prefer.


See Also

Managing and Tracking Business and Personal Contacts

Add a Contact Using the Contact Dialog Box

Group a Contact List

Remove a Contact

Sort a Contact List


Change a Contact

  Overview    [image]  See Also

To change a contact using the Contacts tab

1.	On the Contacts tab, select the name in the grid for the contact you want to change.

2.	Do one of the following:

In the contact's card or in the row for the contact, type or select the new information.

Double-click the row selection button for the contact, and then type or select the new information in the Contact dialog box.

To change a contact using the Contact dialog box

1.	On the Contacts tab, select the name in the grid for the contact you want to change.

2.	Click the Edit button on the toolbar or choose Edit Item from the Edit menu.

3.	In the Contact dialog box, type or select the new information.


See Also

Managing and Tracking Business and Personal Contacts

Add a Contact Using the Contact Dialog Box

Group a Contact List

Remove a Contact

Sort a Contact List


Changing a Contact

  How To

You can update any contact information using the Contacts tab, the Contact List tab, or the Contact dialog box.


Remove a Contact

  Overview    [image]  See Also

To remove a contact

On the Contacts tab, select the contact you want to remove, and then click the Delete button on the toolbar; or choose the Delete Item command from the Edit menu.


See Also

Managing and Tracking Business and Personal Contacts

Add a Contact Using the Contact Dialog Box

Change a Contact

Group a Contact List

Sort a Contact List


Removing a Contact

  How To

You can remove any contact from the Contacts tab, or any tab that includes the Contact List. If you delete a group (such as a company) in a grouped Contact List, you automatically delete the contacts listed in that group.


Group a Contact List

  Overview    [image]  See Also

To group your Contact List

1.	From the View menu, choose Group By.

2.	In the Group By dialog box, for each grouping, select a category in the list, and then select either the Ascending or Descending option button.

You can group the contacts into one, two, or three groups and subgroups.

3.	Choose the OK button.

The contacts are displayed grouped in the categories you have specified. Each group name is bold and is displayed in a row by itself. The group name is preceded by a symbol that you can click to expand or collapse the contacts in that group.

If you group your contacts, you can quickly jump to the entries listed under a specific group using the Go To box at the top of the Contacts tab or Contact List tab.


See Also

Managing and Tracking Business and Personal Contacts

Add a Contact Using the Contact Dialog Box

Change a Contact

Remove a Contact

Sort a Contact List


Grouping a Contact List

  How To

You can organize contacts in an outline format, indented under up to three categories. You can group by a variety of categories, such as company, department, and last name. For example, if you want to see a list of all of your contacts from a specific department in a specific company, you can group your Contact List by company and then by department.

Group names are displayed in bold in their own row in the Contact List. You can expand or collapse the group list to display or hide the tasks in that group.

If you do not group your Contact List, the contacts are displayed in the order in which they were entered or according to the sort that has been applied to the list.


Sort a Contact List

  Overview   [image]  See Also

To sort a Contact List by using the Sort dialog box

1.	In any view in which the Contact List is displayed, choose Sort from the View menu.

2.	In the Sort dialog box, select up to three categories by which you want to sort your Contact List, and indicate whether the sort should be performed in ascending or descending order.

All the column headings from the Contact List are included in the lists.

3.	Choose the OK button.


Sorting a Contact List

  How To

You can sort the contacts in your Contact List using any of the following methods:

Click a column heading to sort the list by that category; the column is sorted in ascending order. To sort in descending order, hold the CTRL key while clicking the column heading. Sorted columns display a sort arrow next to the column heading, pointing upward to indicate an ascending sort or downward to indicate a descending sort. You can sort on as many as three columns; the most recently sorted column becomes the primary key by which the Contact List is sorted.

Use the Sort command on the View menu to specify how you want to sort your Contact List.

On the View menu, turn the AutoSort command on to sort the Contact List immediately, whenever a new entry is made. The list will be sorted according to the sort keys currently displayed in the Sort dialog box.

Use the Sort Now command on the View menu to sort your Contact List immediately, according to the sort keys currently displayed in the Sort dialog box.


See Also

Managing and Tracking Business and Personal Contacts

Add a Contact Using the Contact Dialog Box

Change a Contact

Group a Contact List

Remove a Contact


Add Events and Annual Events

  Overview   [image]  See Also

To add an event or annual event

1.	Do one of the following:

From the Insert menu, choose Event or Annual Event.

In the Daily tab, click the Event symbol at the top of the Appointment Book, and then select Insert Event or Insert Annual Event.

2.	In the Event or Annual Event dialog box, type or select dates for the event or annual event.

In the Event dialog box, you set the start and end dates for the event. In the Annual Event dialog box, you set a single date for the event.

3.	In the Description box, type a description for the event or annual event.

4.	Select the Set Reminder check box if you want to have Schedule+ display a reminder with the text you have typed in the Description box at the beginning of the dates you specified in step 2.

5.	Select the Private check box if you want to prevent anyone who opens your schedule from viewing this event or annual event.

6.	Choose the OK button.


Adding Events and Annual Events

  How To

An event can occur on any day and can be designated for one day or several days. Events do not occupy specific blocks of time in your schedule. Examples include a trade show, the Olympics, or a seminar. An annual event, such as a birthday or anniversary, occurs yearly on a specific date. Events and annual events appear at the top of the Appointment Book in the Daily view. Events and annual events do not appear as busy times in the Planner.


See Also

Change Events and Annual Events

Delete Events and Annual Events

View Events and Annual Events


View Events and Annual Events

  Overview   [image]  See Also

To view an event or annual event

1.	On the Daily tab, look at the top of the Appointment Book.

If you have one or more events or annual events scheduled for that day, the first two are displayed. If you have more than two events for that day, a down arrow appears at the top right of your Appointment Book.

2.	If a down arrow is present at the top right of your Appointment Book, click it to see the complete list of events and annual events.

3.	If appropriate, click an event or annual event in the list to display its dialog box, where you can read complete details.


Viewing Events and Annual Events

  How To

You can view the first line of the description of an event or annual event on the Daily tab, under the events symbol at the top of your Appointment Book. If several events have been attached to this date, you can click the down arrow to the right of the Events box to see the entire list.


See Also

Add Events and Annual Events

Change Events and Annual Events

Delete Events and Annual Events


Change Events and Annual Events

  Overview   [image]  See Also

To change an event or annual event

1.	From the Edit menu, choose Edit List Of, and then choose Events or Annual Events.

2.	In the Events or Annual Events list, double-click the event you want to change, or choose the event and then choose the Edit button.

3.	In the Event dialog box, make any changes you want, and then choose the OK button.

4.	Choose the Close button.


Changing Events and Annual Events

  How To

You can easily change an event or annual event's settings by editing it in a list of events or annual events, or by double-clicking it to display its dialog box. You can change the date, description, privacy setting, or reminder information.


See Also

Add Events and Annual Events

Delete Events and Annual Events

View Events and Annual Events


Delete Events and Annual Events

  Overview   [image]  See Also

To delete an event or annual event

1.	From the Edit menu, choose Edit List Of, and then choose Events or Annual Events.

2.	In the Events or Annual Events list, select the event you want to delete, and then choose the Delete button.

3.	Choose the Close button.


Deleting Events and Annual Events

  How To

You can easily delete an event or annual event from the list of events or annual events by double-clicking it to display its dialog box. When you delete an annual event, all occurrences of it are removed from your schedule.


See Also

Add Events and Annual Events

Change Events and Annual Events

View Events and Annual Events


Find Text in My Schedule

  Overview    [image]  See Also

To find a text string

1.	From the Edit menu, choose Find (CTRL+F).

2.	In the Find What box, type the text you want to search for, or leave it blank to search for the next existing item.

3.	In the Search box, type or select the date you want Schedule+ to start searching from, or select the Whole Schedule option button to search your entire schedule.

4.	In the Search In box, select an option to indicate where you want Schedule+ to search.

Select Appointments to search the description, notes, location, attendees, creator, and organizer.

Select To Do List to search all task fields containing text. This includes, but is not limited to, description, notes, contacts, and project fields.

Select Contact List to search all contact fields that contain text.

Select Events to search the description and events fields.

5.	Choose the Start Search button.

As the search progresses, a status indicator is displayed.

When Schedule+ finds an occurrence of the string you're searching for, it displays a read-only preview of where the text was found. If you are searching for an element that is currently displayed on your tab, Schedule+ highlights the text when it finds it.

After finding the text string, you can then close the dialog box or find the next occurrence of the string. Or if you want to make changes to the item where the text string was found, choose the Edit button to display the item's dialog box.


See Also

Open Another User's Schedule

View Different Dates


Finding Text in My Schedule

  How To

You can search for a word, partial word, or group of words (up to 64 characters) that occurs in your schedule. You can search forward from a specific day, or you can search throughout the entire schedule. The search can include all elements of your schedule (Appointment Book, To Do List, Contacts, and Events), or specific elements.

If Schedule+ finds the character string, it displays the day of the first occurrence with the string highlighted. You can view all occurrences of the string throughout the Appointment Book, one at a time, by choosing the Find Next button.

You can search only one schedule at a time. When you search for text in another user's schedule, the search is limited to the items you have permission to view.


Modify Another User's Schedule with their Permission

  Overview    [image]  See Also

When acting as a delegate for another user's schedule, you create appointments, tasks, and meetings the same way you do in your own schedule, except you perform the tasks from within the other user's schedule.

To view or change the owner's schedule

1.	Do one of the following to open the other user's schedule:

From the File menu, choose Open, and then choose Other's Appointment Book. Select the name of the user whose schedule you want to open, and then choose OK.

If you already have the user's schedule open, choose the user's name from the File menu.

2.	In the user's schedule, view, add, delete, or modify the appropriate items.

To set up a meeting on behalf of the owner

1.	Do one of the following to open the other user's schedule:

From the File menu, choose the Open command, and then choose Other's Appointment Book. Select the name of the user whose schedule you want to open, and then choose OK.

If you already have the user's schedule open, choose the user's name from the File menu.

2.	In the user's schedule, use the Meeting Wizard or Planner to set up the meeting, just as you would set up a meeting from your own schedule.

To respond to a meeting request on behalf of another user

When you receive a copy of a meeting request on behalf of the schedule owner, respond as you would to any meeting request, confirming the owner's availability at the proposed time, and replying by sending a meeting response that reflects your accept, decline, or tentative answer.


See Also

Access Permissions

Modify Another User's Schedule with their Permission

Open Another User's Schedule

Use the Meeting Wizard

Schedule an Appointment


Modifying Another User's Schedule with their Permission

  How To

As a delegate for another user's schedule, you can modify the owner's schedule and read and send meeting messages on the owner's behalf. The owner must grant you appropriate access permissions before you can act as a delegate. Regardless of which access permission you have been granted, you do not need to know the owner's password.

The procedures for working with appointments, tasks, contacts, and events, and for scheduling meetings for the owner are the same as those for working in your own schedule, except you perform the procedures from within the other user's schedule. Items you schedule and meeting messages you send on the owner's behalf are identified as having been created or sent by you on the owner's behalf. Depending on the access permissions the user gave you, you can be limited in the changes or additions you can make to the user's schedule.

When you work in another user's schedule, the options you have chosen for your own schedule (such as the color scheme) also apply to that schedule.


Modify a Resource's Schedule

  Overview    [image]  See Also

To schedule an appointment on behalf of a resource

1.	Do one of the following to open the resource's schedule:

From the File menu, choose Open, and then choose Other's Appointment Book. Select the name of the resource whose schedule you want to open, and then choose OK.

If you already have the resource's schedule open, choose the resource's name from the File menu.

2.	In the resource's schedule, add the appointment.

To reply to a meeting request on behalf of a resource

When you receive a copy of a meeting request sent to the resource, respond to it by choosing Accept, Decline, or Tentative. If you choose Accept or Tentatively Accept, the appointment or tentative appointment is automatically scheduled in the resource's Appointment Book.


See Also

Access Permissions

Modify Another User's Schedule with their Permission

Open Another User's Schedule

View Users' Access Permissions

Schedule an Appointment

Respond to a Meeting Request


Modifying a Resource's Schedule

  How To

With Schedule+, conference rooms and other resources have schedules. Users can compare the resource's schedule to their own, and they can book appointments in the resource's Appointment Book. Users "invite" resources to their meetings just as they invite attendees.

As the delegate for a conference room or other resource, you receive meeting requests on behalf of the resource. When you receive a copy of a meeting request sent to the resource, you perform the steps for responding to any meeting request: confirm the resource's availability at the proposed time, and respond to the message with an Accept, Decline, or Tentative response. If you accept or tentatively accept on behalf of the resource, the appointment or tentative appointment is automatically scheduled in the resource's Appointment Book.


Open Another User's Schedule

  Overview    [image]  See Also

To open another user's schedule

If you've opened the user's schedule before and didn't close it, choose it in the list of open schedules at the bottom of the File menu, then proceed to step 4.

1.	From the File menu, choose Open, and then choose Other's Appointment Book.

2.	In the address list, select the name of the user whose Appointment Book or To Do List you want to open.

3.	Choose the OK button.

Schedule+ informs you if the user's schedule is unavailable. If you have the correct access permission, the user's Appointment Book appears in your Schedule+ workspace. You cannot see appointments the user has marked as private unless you have been granted Owner or Delegate Owner permissions.

4.	View, create, or modify tasks, appointments, contacts, or events, depending on your access role.

You work in another user's schedule exactly the same way you work in your own, although you are limited by your access permissions.

To close another user's schedule

In the user's schedule, double-click the Windows Control-menu box in the upper-left corner of the window, or select it and then choose the Close button. Or you can choose Exit from the File menu to quit Schedule+.


See Also

Access Permissions

Modify a Resource's Schedule

Modify Another User's Schedule with their Permission

View Users' Access Permissions


Opening Another User's Schedule

  How To

Other Schedule+ users can give you access permissions to their schedule. This is convenient, for example, when you need to know more than just the times of another user's appointments, or if you are responsible for maintaining another user's schedule. Depending on the access permission they have given you, you can view, create, and modify appointments, tasks, and contacts.

Unless a user gives you Owner or Delegate Owner permissions, you cannot see items the user has marked as private.


Use Print Preview

  Overview    [image]  See Also

To preview the information you want to print

1.	Click the Print button on the toolbar, or from the File menu, choose Print.

2.	In the Print dialog box, select the elements and layout you want to print and the time period you want to include.

3.	Choose the Preview button.

In the Print Preview dialog box, Schedule+ displays the first page of the information you've requested.

4.	Choose the Next Page and First Page buttons to scroll through the information.

5.	Choose the Zoom In/Zoom Out button to zoom the information in and out.

6.	When you finish viewing the displayed information, choose the Close button.


See Also

Print My Appointments, To Do List, and Contact List

View Different Dates


Using Print Preview

  How To

Print Preview is a quick way to see how your printout will look. You can use it to double-check that your print settings are the way you want them before you print.

You can scroll though the pages quickly, and you can zoom in on information you want to look at more closely.


Print Myr Appointments, To Do List, and Contact List
Print My Appointments, To Do List, and Contact List

  Overview    [image]  See Also

To print my schedule

1.	Click the Print button on the toolbar, or from the File menu, choose Print.

2.	In the Print Layout box, select the layout you want to print.

3.	In the Paper Format, Print Quality, Font Size, Private Items, and Copies boxes, select the settings you want.

4.	In the Schedule Range box, select the date range you want included in the printout by first selecting the starting date and then selecting the number of days, weeks, or months to print from that date.

This date range is used only for the To Do List if no view of the To Do List is currently displayed.

5.	Select one or more of the following, if appropriate:

Include Blank Pages to print days with no appointments.

No Shading to prevent shading for appointments in graphical layouts.

Print To File to display a dialog box in which you can specify the file you want to print to.

6.	Choose the Preview button if you want to see a preview of the printout.

7.	Choose the Setup button if you want to customize the printout margins, paper orientation, or printer.

8.	Choose the OK button to print the selection.


See Also

Use Print Preview

View Different Dates


Printing My Appointments, To Do List, and Contact List

  How To

You use the Print command to print your appointments, To Do List, or Contact List for use away from the office. Schedule+ provides you with a variety of layout choices and paper formats so that you can print only the information you need in the format that's most convenient to you.

Tentative appointments print in italic.

Overflow appointments that do not fit in the selected layout print in an area labeled Other Appointments.

For the Contact List and To Do List, the printout reflects the active view's sort, filter, and column selections.


Export Information from Schedule+

  Overview    [image]  See Also

To export information to a Schedule+ 7.0 file

1.	From the File menu, choose Export, and then choose Schedule+ Interchange.

2.	In the File Name box, type the path and filename of the file you want to export to.

Schedule+ 7.0 files have .SC2 extensions.

3.	In the Export box, select the data type you want to export.

Select All Calendar Data if you want to export your entire schedule. If you select Contact List, the Export Range boxes are dimmed.

4.	In the Export Range box, select All Dates to export all information from your Schedule+ file, or select From and then select From and To dates by selecting the down arrow and selecting a date from the Date Navigator.

5.	Choose the OK button.

Schedule+ displays a progress indicator showing the percentage complete in the export process.

To export information as text

1.	From the File menu, choose Export, and then choose Text.

2.	Follow the instructions in the Text Export Wizard.


See Also

Copying Your Schedule to Your Timex Data Link Watch

Archive Information

Back Up My Schedule File

Import Information to Schedule+


Exporting Information from Schedule+

  How To

You can copy (or export) your Schedule+ information to a floppy disk so that you can work on your schedule at another computer, or to a file that is compatible with other scheduling software.

You can create the export file in either Schedule+ 7.0 format (with a .SC2 file extension) or in text format.


Import Information to Schedule+

  Overview    [image]  See Also

To import information into Schedule+

1.	From the File menu, choose Import, and then choose either Schedule+ Interchange or Text.

If you choose Schedule+ Interchange, Schedule+ lists Schedule+ 7.0 files (with .SC2 extensions).

2.	In the Drive and Directories boxes, select the drive and directory location of the file you want to import.

3.	In the File Name box, type or select the name of the file you want to import.

4.	Choose the OK button.

Schedule+ displays a progress indicator showing the percentage complete in the import process. When the import process is complete, your current schedule will contain both its original contents and those of the imported file.


See Also

Archive Information

Back Up My Schedule File

Export Information from Schedule+


Importing Information to Schedule+

  How To

You can import (copy) information from other Schedule+ schedules, backup schedules, and other users' schedules.

When importing information to your schedule, all conflicting appointments are added to your Appointment Book, where they are displayed side by side with existing appointments.


Archive Information

  Overview    [image]  See Also

To archive information from your schedule

1.	From the File menu, choose Archive.

2.	In the File Name box, type the filename for the archive file.

Archived files have .SCD extensions.

Instead of typing the filename, you can choose the Browse button to search for the archive file in which you want to archive the information.

3.	In the Archive Date Before box, type a date, or use the down arrow to select a date from the Date Navigator.

4.	Choose the OK button.


See Also

Back Up My Schedule File

Export Information from Schedule+

Import Information to Schedule+


Archiving Information

  How To

You can easily store outdated information from your schedule if, for example, you no longer anticipate needing it but want to keep it for historical or reference purposes. The stored information is put into an archive file. When you archive your schedule, Schedule+ copies all information from the date the file was created up to the day before the date you specify in the Archive dialog box. It removes this information from your current file and stores it in a location you specify.

Schedule+ automatically prompts you to archive old information every three months, or at whatever interval you specify in the Options dialog box on the General tab.


Back Up My Schedule File

  Overview    [image]  See Also

To back up my schedule file

1.	From the File menu, choose Backup.

2.	Select a destination drive and directory.

3.	In the File Name box, type a filename for the backup file.

Backup files have .SCD extensions.

4.	Choose the OK button.

Schedule+ creates a complete, duplicate copy of your schedule file in Schedule+ 7.0 format.

If you want to restore the backup file, choose Restore from the File menu.


See Also

Archive Information

Export Information from Schedule+

Import Information to Schedule+


Backing Up My Schedule File

  How To

It's a good idea to back up your schedule file regularly so you'll have a copy if problems ever occur with your hardware or software. The backup file is in standard Schedule+ 7.0 format. By default, the backup filename is Backup.scd. The backup file is protected by a password, just as your regular Schedule+ file is.

You can restore your backup file at any time using the Restore command.


Follow The 7 Habits of Highly Effective People

  Overview    [image]  See Also

Schedule+ provides the Seven Habits Wizard, which sets up your schedule to use the principles of "The 7 Habits of Highly Effective People."

To start the Seven Habits Wizard

From the Tools menu, choose Seven Habits.

The Seven Habits Wizard starts and displays questions as it automatically sets up your schedule to use with the philosophy of "The 7 Habits of Highly Effective People."


See Also

The To Do List

Add a Task


Following The 7 Habits of Highly Effective People

  How To

"The 7 Habits of Highly Effective People," a book by Stephen R. Covey, discusses strategies for prioritizing and meeting all your diverse responsibilities.

With the Seven Habits Wizard, it is easy to integrate the Seven Habits philosophy into your scheduling techniques. The Seven Habits Wizard walks you through the steps of defining your goals and responsibilities as it automatically sets up Schedule+ so you can take the most advantage of the Seven Habits principles.


Copy My Schedule to My Timex Data Link Watch

  Overview    [image]  See Also

To copy my schedule to my Timex Data Link watch

From the File menu, choose Export, and then choose Timex Watch.

The Timex Watch Wizard starts and displays questions as it sets up the copy (export) procedure for you.


See Also

Export Information from Schedule+

Archive Information

Back Up My Schedule File

Import Information to Schedule+


Copying My Schedule to My Timex Data Link Watch

  How To

You can copy (or export) portions of your Schedule+ information, such as appointments, tasks, or contact phone numbers, to your Timex Data Link watch so you can take your schedule everywhere with you. The Schedule+ Timex Watch Wizard displays questions and copies the information to your Timex Data Link watch.


Accept

Choose this button to schedule an appointment in your Appointment Book and notify the sender that you plan to attend.

If the sender requested a response (by selecting the Ask For Responses check box in the Meeting Request form), Schedule+ displays a Meeting Response form that you can add your comments to and send.

If the sender didn't request a response, you can send one by choosing the Send Response command from the Tools menu before choosing the Accept button.


Access permissions

Specific authorization to allow other users to view or change your schedule. You can grant the following permissions:

None

Read

Create

Modify

Delegate

Owner

Delegate Owner

Custom


Active task

A task you are currently working on, according to the dates you specified in the Starts and Ends boxes of the Task dialog box. For example, if you specified that you want to start a task two days before its end date, at two days before the specified end date, the task becomes active. Overdue tasks appear in red on your To Do List, accompanied by the overdue (exclamation point) symbol.

Tasks that do not have an end date are always active.


Annual event

An activity or special occasion that occurs yearly on the same date, such as a birthday or anniversary.


 Address list

A list of names, addresses, and other information. Names can include user names, distribution list names, and public folder names. You have access to at least two address lists: the global address list and your personal address book. The global address list contains an entry for every user and distribution list in your company. Your personal address book contains entries you create and maintain.

To work with Schedule+ in group-enabled mode, your name must be in an address list on the system.


Appointment

An entry in your Appointment Book that specifies an activity or meeting that is associated with a specific time and date. If you designate an appointment as recurring, it is entered into appropriate future time slots in your Appointment Book.

A meeting is an appointment to which you've invited other people or one for which you've accepted (or tentatively accepted) a meeting request.


Appointment Book

The portion of your schedule that displays your appointments, meetings, events, and annual events. By default, this appears on the Daily tab.


Appointment handle

One of the three thick borders on the top, left, and bottom of a selected appointment in the Appointment Book. The appointment handles provide a way to quickly move, extend, or shorten an appointment. The top and left handles move the appointment, and the bottom handle extends or shortens it.

By default, you can also quickly display the start and end times of an appointment by clicking one of its handles.


Archive

A stored copy of part of your schedule file, usually from a time period that has already passed. For example, if you want to remove old information from your schedule but you want to keep a record of it, you can export it to an archive file you name.


Attendees

People (or resources) you invite to a meeting. You select attendees from an address list the same way you select mail recipients. After you've selected the attendees, you can compare their schedules to yours in the Planner.


Date Navigator

Tool for changing the date you are viewing in the Appointment Book or Planner and for quickly dragging an appointment or task to a new date.

The current date has a border, and the selected date is surrounded by a shaded box. The month and year are displayed at the top of the calendar.

Days that have scheduled, nontentative appointments or meetings are shown in bold.

Click the left arrow button to display the previous month, and click the right arrow button to display the following month.


None

The access permission that denies the specified users all access to your schedule, including viewing your Appointment Book and To Do List, and comparing your free and busy times to theirs in the Planner.


Character string

A sequence of letters and numbers you search for in a schedule. For example, if you remember you have a meeting with Thomas, but you don't remember what day or time it is booked for, you can use the Find command on the Edit menu to instruct Schedule+ to find the character string "Thomas" in your Appointment Book.

The maximum length of a character string you can search for is 64 characters. Schedule+ ignores spaces at the beginning or end of the string and whether the letters are uppercase or lowercase.


Connection

The software link between a workstation and a shared network resource. You can make connections by assigning a network drive on your computer to a shared resource on a server. For example, to use the group-scheduling features of Schedule+, your computer must have a connection to a server that supports Schedule+.


Daily view

The display of your schedule that includes one or more days of the Appointment Book, the Date Navigator, and the portion of the To Do List that is related to the displayed days. By default, the Daily view displays one day. To display the Daily view, select the Daily tab.


Decline

Choose this button to notify the sender of the meeting request that you are not planning to attend.

If the sender requested a response (by selecting the Ask For Responses check box in the Meeting Request form), Schedule+ displays a prepared Meeting Response form for you to complete and send.

If the sender didn't request a response, you can send one by choosing the Send Response command from the Tools menu before choosing the Decline button.


Tentative

Choose this button to notify the sender that you are not sure whether you will attend. The meeting is booked as tentative in your Appointment Book.

If the sender requested a response (by selecting the Send Response check box in the Meeting Request form), Schedule+ displays a prepared Meeting Response form for you to complete and send.

If the sender didn't request a response, you can send one by choosing the Send Response command from the Tools menu before choosing the Tentative button.


Event

An activity or special occasion that is associated with a specific day, but not a specific time, such as a conference. An annual event is an event that occurs yearly on the same date, such as a birthday or anniversary.


End date

The date you have scheduled a task for completion. Tasks that are overdue are displayed in red in the To Do List, accompanied by the overdue (exclamation point) symbol.


Export

To send (or download) your schedule information from one system or program to another system or program, such as a Schedule+ file, archive file, or Timex Data Link watch.


File format

The structure in which a file is saved. Although Schedule+ saves its files in its own format, it can read or save information in other file formats, such as those used by some other schedule programs.


Schedule+ symbols

Schedule+ uses several symbols to designate specific types of appointments, tasks, or projects in your schedule. Symbols appear in your Appointment Book or To Do List next to the items they describe.

  Meeting  A symbol of a calendar and two faces that indicates the appointment has attendees or resources associated with it.

  Private  A key symbol that indicates the appointment, task, or project is private. Other users (including your delegate) cannot view private events.

  Recurring  A circular-arrow symbol that indicates the appointment or task occurs on a regular basis.

  Reminder  A bell symbol that indicates that you've asked to be reminded before the appointment occurs or task becomes active.


Import

To bring information from one system or program into another system or program. For example, if you have appointment, task, or contact information in a text file from another program, you can use the Import command on the File menu to copy it into your schedule.


Local file

A file that is on your own computer, rather than on a server.


Mailbox name
Mail name

The unique name under which you are registered with your mail system and Schedule+ if you're using Schedule+ in group-enabled mode. Your administrator assigns your mail name.


Meeting

An appointment that has designated attendees and is set up using the Meeting Request form. If you accept a request to attend a meeting, that meeting is automatically entered into your Appointment Book. If you tentatively accept the meeting, it is entered into your Appointment Book as a tentative appointment.

A meeting is indicated in your Appointment Book by a symbol that depicts a calendar and two faces.


Meeting request

A Schedule+ message you receive from another user, asking you to attend a specific meeting. Every request contains the sender's (or delegate's) name, as well as the proposed meeting date, time, and (optionally) location. Usually the sender also includes a brief comment describing the purpose of the meeting.


Meeting Request form

The Schedule+ message form, filled out automatically by Schedule+, that you send to ask people to attend your meeting. You can also add comments, or even an agenda, to your request.


Meeting response

A Schedule+ message an invited user sends to the requesting user, replying whether he or she plans to attend the meeting. Every response contains the sender's (or delegate's) name, as well as the proposed meeting date and time. The sender can also include a brief explanation for his or her answer.


Meeting Response form

The Schedule+ message form, filled out automatically by Schedule+, that you send to people who invite you to their meetings. You can also add comments to your response.


Message

A general term for a meeting request or meeting response. Requests and responses appear in your mail Inbox. Schedule+ provides forms for sending meeting requests or responses.


Message area

The lower portion of the message where you can type additional information or instructions for the recipients. The message is separated from the header information (such as To, From, and Subject) by a horizontal line.


Mail server

The computer on the local area network that controls access to mail and Schedule+ files, including the list of users on the system.


Microsoft Exchange Server computer

A computer on your network where Microsoft Exchange Server software is installed. Each Microsoft Exchange Server computer provides workgroup services to one or more users. These services include messaging services, such as storing, routing, and delivering mail, and information sharing and retrieval services, such as public folders and connecting to the Internet. Your Microsoft Exchange mailbox, the global address list, custom forms, and public folders are stored on a Microsoft Exchange Server computer.

The administrator maintains and manages the Microsoft Exchange Server computers in your organization.


Standalone mode
Stand-alone mode

Working with Schedule+ without a connection to a mail server. When you work in stand-alone mode, the copy of your schedule file on the server is updated when you connect to the server again.

While you're working in stand-alone mode, the group-scheduling features of Schedule+ are unavailable because they require a connection to your mail server.


Group-enabled mode

Working with Schedule+ while connected to the mail server. When you work in group-enabled mode, your schedule file on the server and your local schedule file are automatically synchronized.

When you're working in group-enabled mode, the group-scheduling features--such as setting up meetings and sending and receiving meeting requests--are available.


Password

A string of characters that you type, along with your mailbox name, to access your schedule.


Overdue task

A task for which the specified end date has passed. Overdue tasks are displayed in red in your To Do List, accompanied by the overdue (exclamation point) symbol.


Priority

You can assign a task a priority between 1-9 or A-Z, or you can combine numbers and letters, such as A1-Z9. Priority 1 is the highest priority (including letter priority levels), and Z9 is the lowest (including number priority levels). The default priority level is 3.

Number priority levels are higher (more important) than letter priority levels. For example, 9 is the lowest number priority you can assign to a task, but it is a higher priority than A.


Private

This option makes an appointment, task, event, or contact you create hidden to other users, except those to whom you've granted Owner or Delegate Owner access permission.

A private task, project, contact, appointment, or meeting is indicated by a key symbol.


Project

A name for a collection of related tasks. For example, the tasks "do research" and "write first draft" can be collected under a project called "sales report."

Tasks do not have to be part of a project. You can decide not to divide your tasks into projects, or you can put some under projects and leave others independent.

When you designate a project to be private, all tasks currently under it become private, and all tasks you add to it become private.


Recurrence exception

A change to an appointment's or task's recurrence pattern. For example, if an appointment's recurrence pattern is weekly on Tuesdays at 11:00 A.M., a recurrence exception might be that only the next meeting will occur on a Wednesday. When you change one occurrence of a recurring appointment or task, Schedule+ adjusts your Appointment Book or To Do List automatically.


Recurrence pattern

The regular basis on which an appointment, meeting, or task occurs. For example, if a meeting occurs weekly on Tuesdays at 11:00 A.M., the recurrence pattern contains the following information: weekly, Tuesdays, 11:00 A.M.

Schedule+ uses the recurrence pattern you specify to book a recurring appointment, meeting, or task automatically.


Recurring appointment

An appointment that occurs regularly, for example, every Monday at 10:00 A.M. In your Appointment Book, when you specify that an appointment is recurring, it is entered automatically into the appropriate future time slots.

A recurring appointment is indicated in your Appointment Book by a circular-arrow symbol.


Recurring meeting

A meeting that occurs at the same time regularly, such as a staff meeting. When you set up a recurring meeting, the future occurrences of the meeting are entered into your Appointment Book automatically. When attendees you invite accept your request for a recurring meeting, all occurrences of the meeting are entered automatically in their Appointment Books, too.


Recurring task

A task that occurs regularly, for example, every Monday. In your To Do List, if you specify that a task is recurring, it is entered automatically into your To Do List on the appropriate future dates.

A recurring task is indicated in your To Do List by a circular-arrow symbol.


Reminder

A pop-up message or bell (optional) that notifies you of an upcoming appointment, task, or event in your schedule. You can specify the type and default timing of the reminder using Options command on the Tools menu. You can also specify the timing of reminders for specific appointments, tasks, or events.

Reminders are optional; you can set them for all appointments or for specific appointments. You can also set a reminder for any task that has an end date.

Appointments or tasks you set reminders for are indicated in the Appointment Book or To Do List by the bell symbol. Events you set reminders for are indicated by a bell symbol when you view a list of your events.


Resource

A technician, conference room, piece of equipment, or anything else that is assigned an Appointment Book by the Schedule+ administrator and whose time Schedule+ users can reserve. You "invite" resources to meetings the same way you invite attendees. If you have appropriate access permission for the resource's schedule, you can reserve the resource for a specific time by opening its schedule and creating an appointment for that time.


Planner

The portion of your schedule that shows your free and busy times for several days. If you are running Schedule+ in group-enabled mode, you can also view the time slots during which other users and resources are busy.

You can double-click or right-click a busy time slot to display the appointment's time and description. If other users have given you appropriate access permissions, you can also see the descriptions of their appointments when you double-click or right-click them.


Delegate

A user you can appoint to modify your Appointment Book, set up meetings, and respond to meeting requests on your behalf.

Regardless of which access permission you give your delegate, your delegate does not need to know your password.


Logging on

The process of typing your user name and password to identify yourself as a Schedule+ user and access your schedule.


Task

A specific duty or errand you must perform and want to track through completion. A task can be a personal item or a work-related item.

You can collect similar tasks into a project, or you can leave them independent.

You can easily group, sort, and filter tasks to suit your needs. For example, you can filter tasks so that only overdue tasks are displayed.

You can assign tasks priorities and end dates, and you can set reminders to occur at specified times before the task starts or ends. You can also designate a task to be private or recurring.


To Do List

The Schedule+ feature that displays tasks you want to track, including their corresponding priority levels and end dates.

To see the main view of the To Do List, select the To Do tab on the left of your schedule. A smaller version of the To Do List appears in the Daily view and, by default, lists only those tasks that are active for the dates you're currently viewing in the Appointment Book.


Tentative appointment

An appointment that you can track in your Appointment Book but that does not appear as a busy time slot when other users view your schedule in their Planners.

For example, suppose you want to schedule a block of time during the day to work on your trip report, but you want to be available for any appointments that come up during that time. By making the appointment tentative, the time slot appears to be free when other users view your schedule.

When you specify an appointment as tentative, it appears in gray in your Appointment Book. You can change the tentative appointment to an actual appointment any time.


Time slot

A block of time in your Appointment Book or Planner that represents the duration of an appointment. The Planner and Appointment Book are divided into the units of time you specify on the General tab of the Options dialog box. By default, they are divided into 30-minute units. You can select a time slot that consists of several units. You can also start or end a meeting outside the specified time unit (such as at 2:08). However, appointments that do not start or end on even unit intervals are displayed in the Appointment Book and Planner to the nearest displayed interval.


Read permission

The access permission that lets a user read (including details of) the portions of your schedule that you specify (such as appointments or contacts), except those that you have identified as private.


Create permission

The access permission that lets a user read all items in your schedule (including details) except those that you have identified as private and lets the user add entries to the portions of your schedule that you specify (such as appointments or contacts). Users with Create permission can also modify any entries they add to your schedule.


Modify permission

The access permission that lets a user read all items in your schedule (including details) except those that you have identified as private and lets the user modify existing entries in the portions of your schedule that you specify (such as appointments or contacts), except those that you have identified as private.


Delegate permission

The access permission that lets the user read, create, and modify all items in the schedule, except those that you have identified as private.

Delegates can modify all of your schedule except private items. They receive meeting requests and reminders for you and can send meeting requests on your behalf.

Your delegates do not need to know your password.


Owner permission

The access permission that lets the user read and modify all of your schedule, including private items. Owners can change users' access permissions for your schedule. Owners do not receive meeting requests or reminders on your behalf.


Delegate Owner permission

The access permission that lets the user read and modify all of your schedule, including private items. Delegate Owners can change users' access permissions for your schedule, and they receive meeting requests and reminders on your behalf. In addition, they can send meeting messages on your behalf.


Custom
Custom permission

The access permission you define for a user by choosing specific permissions for each element of your schedule (such as appointments or contacts). You can define different custom permissions for different users.


View

One of several ways to look at your schedule. Each view is associated with a tab (such as Daily or To Do) at the left of your schedule. By default, the following views (tabs) are shown when you first start Schedule+: Daily, Weekly, Monthly, Planner, To Do, and Contacts. You can add or remove a tab, or you can change its name by using the Tabs command on the View menu.


Tab

The tool for displaying a different view, or portion, of your schedule. Schedule+ tabs appear on the left side of your schedule and are associated with different views of your schedule. To see a specific view, select the tab. For example, to see the entire To Do List, select the To Do tab.

By default, the following tabs are shown when you first start Schedule+: Daily, Weekly, Monthly, Planner, To Do, and Contacts. You can add or remove a tab, or you can change its name by using the Tabs command on the View menu.


Timex Data Link watch

The watch produced by Timex Corporation that receives data transmissions from your Schedule+ schedule on your computer. With the Timex Data Link watch, your schedule is always as close as your wrist. The Timex Watch Wizard makes it easy to transmit (export) the information to your Data Link watch. The wizard is available from the Timex Watch Wizard button on the toolbar (depicting a watch) or from the Export command on the File menu.

You can choose to transmit (export) any of the following Schedule+ information to your watch: appointments, tasks, contact phone numbers, anniversaries, reminders, and current time and time zone information.


The 7 Habits of Highly Effective People

The book and philosophy of Stephen R. Covey that discusses, among many things, strategies for prioritizing and meeting all your diverse responsibilities.

Schedule+ makes it easy to integrate the 7 Habits philosophy into your scheduling techniques. To customize Schedule+ to be used with the 7 Habits philosophy, choose the Seven Habits Wizard command from the Tools menu.


Meeting Wizard

The Schedule+ feature that helps you set up a meeting by walking you through each of the necessary steps. To start the Meeting Wizard, click the Meeting Wizard button (depicting a calendar and faces) on the toolbar, or choose Make Meeting from the Tools menu.


Timex Watch Wizard

The Schedule+ feature you use to transfer (export) your schedule information from Schedule+ to your Timex Data Link watch.

To start the Timex Watch Wizard, click the Timex Watch Wizard button on the toolbar (depicting a watch), or choose Export and then Timex Watch from the File menu.


Text Import Wizard

The Schedule+ feature you use to import text from other column-based text files to your Schedule+ file. To start the Text Import Wizard, choose Import and then Text from the File menu.


Text Export Wizard

The Schedule+ feature you use to export items from your schedule to a text file. To start the Text Export Wizard, choose Export and then Text from the File menu.


Filter

Selectively display specific tasks, such as those that are not yet completed or those that are overdue. You use a filter to determine which tasks to display. For example, the Active task filter displays only the active tasks.


Group

Display tasks or contacts in categories to suit your needs. For example, you can display tasks according to project or your contacts according to company.

You can group tasks or contacts by up to three levels at a time. For example, you can group contacts by company, and then by geographic region, and then by department.


Sort

Display tasks or contacts alphabetically by up to three categories at a time. For example, you can sort contacts by company name, then by department name, then by last name.

You can sort tasks or contacts by using the Sort command on the View menu or by clicking the headings of the columns you want to sort by. Press CTRL while clicking a column heading to reverse the sort order. An up arrow in a column heading indicates it has been sorted in ascending order, and a down arrow indicates descending order.


Contact

A person with whom you communicate on a business or personal basis, such as a vendor representative or family member. You can use Schedule+ to keep track of addresses, phone numbers, and other important information you need for contacting these people.


Contact List

The Schedule+ feature that keeps track of your business and personal contact information, such as addresses, phone numbers, and fax numbers. You can display contacts in three different views in Schedule+: the Contacts List view (grid display), the Contacts view (combination grid and business-card display), or the combined Contacts and To Do List view.


Contacts view

The view of your schedule that shows your contacts in a combined grid and business-card display. In the grid portion of the Contacts view, you can sort or group contacts to suit your needs, and you can choose to display all or some of the columns. You can add, remove, or change any contact in either the grid or business-card portion of the display.


Contact List view

The view of your schedule that displays your contacts in a grid. You can sort and group contacts to suit your needs, and you can choose whether to display all or some of the Contact List columns.


To Do List view

The view of your schedule that displays tasks and projects. You can sort, filter, and group tasks to suit your needs, and you can choose to display all or some of the To Do List columns.


Planner view

The view of your schedule that displays your free and busy times. If you are running Schedule+ in group-enabled mode, you can also see the free and busy times of other users. The Planner view also contains a Date Navigator and an Attendees box, so you can set up a meeting at a time that's convenient for everyone.

You can double-click or right-click a busy time slot in the Planner view to display the appointment's time and description. If other users have given you appropriate access permissions, you can also see the descriptions of their appointments when you double-click or right-click them.


Weekly view

The view of the Appointment Book that displays your appointments a week at a time.


Monthly view

The view of the Appointment Book that displays your appointments a month at a time in a view that resembles a wall calendar. You can double-click an appointment to see its details.


Split bar

A horizontal or vertical line inside a window that you can drag to resize a portion of the window's contents to suit your needs. For example, you can drag the horizontal and vertical split bars in the Daily view of your schedule to display more or less of the Appointment Book, Date Navigator, and To Do List.


Role

A term used in the book, "The 7 Habits of Highly Effective People," to refer to the different areas or capacities in which a person has responsibility. For example, one person may have the following roles: volleyball coach, manager, mother, club member. The 7 Habits philosophy provides suggestions for balancing multiple roles.

If you use the 7 Habits philosophy, Schedule+ makes it easy to track the tasks associated with your specific roles in the To Do List.


Row selection button

The small square button to the left of an item's row in a grid view, such as the To Do List or Contact List. You click this button to select the item (e.g., task, project, or contact). When you select a task, project, or contact, it is highlighted an arrow appears in its row selection button.

In a grid view, you can double-click this button to open the dialog box for the item. For example, you can double-click this button in the To Do List to open the Task dialog box for the selected task.


Microsoft Exchange Inbox

The list of your incoming messages in Microsoft Exchange. Your Schedule+ meeting requests and responses appear in your Microsoft Exchange Inbox, where you read and reply to them.


Yearly view

The view of your Appointment Book that displays up to 12 months of your schedule, each month resembling a Date Navigator. Days on which an appointment occurs appear in bold.


Quit

When you quit Schedule+, any schedules you have open (yours, as well as those of other users) are closed automatically.

You can quit Schedule+ by choosing the Exit command or the Exit And Log Off command from the File menu. The Exit command closes just Schedule+. The Exit And Log Off command closes Schedule+ and all other workgroup applications.


Edit Menu

For more information, choose a command name.

Undo Command

Cut Command

Copy Command

Paste Command

Move Appt Command

Delete Item Command

Set Reminder Command

Private Command

Tentative Command

Edit Item Command

Edit Recurring Command

Appointments Command

Tasks Command

Edit List of Command

Projects Command

Events Command

Annual Events Command

Find Command

Go To Command


Undo Command (Edit Menu)

  See Also

Reverses the last editing action. You must use the Undo command immediately following the action you want to undo.

If the action cannot be undone, the Undo command is unavailable.

You can also press CTRL+Z to undo an action.


See Also

Cut Command

Delete Command

Copy Command

Paste Command


Cut Command (Edit Menu)

  See Also

Removes the selected text or item and places it on the Clipboard.

The text or item you cut remains on the Clipboard until you cut or copy something else.

You can also press CTRL+X to cut selected text or items and place them on the Clipboard.

If nothing is selected, the Cut command is unavailable.

To delete selected text or items, press the DELETE key.

  Cut Command


See Also

Undo Command

Delete Command

Copy Command

Paste Command


Copy Command (Edit Menu)

  See Also

Copies the selected text or item onto the Clipboard. Once text or items are copied to the Clipboard, you can paste them into another location.

The text or item you copy remains on the Clipboard until you cut or copy something else.

You can also press CTRL+C to copy selected text or items to the Clipboard.

The Copy command is unavailable if nothing is selected in your schedule.

  Copy Command


See Also

Undo Command

Delete Item Command

Cut Command

Paste Command

Copy an Appointment


Paste Command (Edit Menu)

  See Also

Inserts the contents of the Clipboard at the insertion point or selected area.

You can also press CTRL+V to paste the contents of the Clipboard.

If the Clipboard is empty or if the information on the Clipboard is of an unknown format and cannot be pasted into the schedule, the Paste command is unavailable.

  Paste Command


See Also

Undo Command

Delete Command

Cut Command

Copy Command


Move Appt Command (Edit Menu)

  See Also

Choose a new time and date for the selected appointment.

If no appointment is selected, the Move Appt command is unavailable.

You can also move an appointment by dragging it to a new time slot or onto a different date on the Date Navigator.

Move Appointment Dialog Box Options

Type or select a new time. Type a new day and date or select the down arrow and select the date from the Date Navigator.


See Also

Undo Command

Delete Command

Cut Command

Paste Command

Copy an Appointment

Change or Delete an Appointment


Delete Item Command (Edit Menu)

  See Also

Removes the selected appointment, task, project, or contact from your schedule.

Deleted items are not placed on the Clipboard. If you accidentally delete an item, use the Undo Delete command on the Edit menu to restore it.

You can also press CTRL+D to delete the selected appointment.

The Delete Item command is unavailable if nothing is selected.


See Also

Undo Command

Cut Command

Paste Command

Change or Delete an Appointment

Change or Delete a Task or Project

Removing a Contact


Set Reminder Command (Edit Menu)

  See Also

Adds a reminder (with default settings) to the selected appointment or task, or removes a reminder if the selected item already has one.

If an item has a reminder set, an Alarm symbol appears in front of the item's description in the Appointment Book.

If the selected item has a reminder set, a check mark appears next to the Set Reminder command.


See Also

Set Appointment Reminders

Set Task Reminders


Private Command (Edit Menu)

  See Also

Specifies that the selected appointment, task, or project is private.

If an item is private, other users cannot view the description.

If an item is private, a Key symbol appears in the Appointment Book.

If a selected item is private, a check mark appears next to the Private command.


See Also

Schedule an Appointment

Add a Task

Add a Contact Using the Contact Dialog Box

Add Events and Annual Events


Tentative Command (Edit Menu)

  See Also

Switches a confirmed appointment to tentative, or switches a tentative appointment to confirmed.

Tentative appointments appear shaded in your Appointment Book, and do not appear as busy times when other users view your Planner.

If the selected appointment is tentative, a check mark appears next to the Tentative command.


See Also

Schedule an Appointment

Add a Task

Add a Contact Using the Contact Dialog Box

Add Events and Annual Events

View Free or Busy Times


Edit Item Command (Edit Menu)

  See Also

Opens the Appointment dialog box, where you can change the time, description, or other attributes of a selected item.


See Also

Change or Delete an Appointment

Change or Delete a Task or Project

Reschedule or Cancel a Meeting

Change a Contact


Edit Recurring Command (Edit Menu)

Displays a list of existing recurring appointments or tasks. Edit or add recurring appointments or tasks.


Appointments Command (Edit Recurring Menu)

Opens the Recurring Appointments dialog box, where you can select and modify an existing recurring appointment. Appointments are grouped by recurrence patterns. Within each group, you can sort the items by either the Next Occurrence column or the Description column.

To sort ascending, click the column heading; to sort descending, hold down the CTRL key while clicking the column heading.

Recurring Appointments Dialog Box Options

Edit

Opens the Appointment Series dialog box, where you can edit the selected recurring appointment.

New

Opens the Appointment Series dialog box, where you can create a new recurring appointment.

Delete

Deletes the selected appointment.


Tasks Command (Edit Recurring Menu)

Opens the Recurring Tasks dialog box, where you can select and modify an existing recurring task. Tasks are grouped by recurrence patterns. Within each group, you can sort the items by either the Next Ends column or the Description column.

To sort ascending, click the column heading; to sort descending, hold down the CTRL key while clicking the column heading.

Recurring Tasks Dialog Box Options

Edit

Opens the Task Series dialog box, where you can edit the selected recurring task.

New

Opens the Task Series dialog box, where you can create a new recurring task.

Delete

Deletes the selected task.


Edit List Of Command (Edit Menu)

Displays a list of projects, events, or annual events.


Projects Command (Edit List Of Menu)

Displays a list of existing projects and their priorities.

Projects Dialog Box Options

Edit

Edit the selected project.

New

Create a new project.

Delete

Delete the selected project.


Events Command (Edit List Of Menu)

Displays a list of existing events.

Events Dialog Box Options

Edit

Edit the selected event.

New

Create a new event.

Delete

Delete the selected event.


Annual Events Command (Edit List Of Menu)

Displays a list of existing annual events.

Annual Events Dialog Box Options

Edit

Edit the selected annual event.

New

Create a new annual event.

Delete

Delete the selected annual event.


Find Command (Edit Menu)

  See Also

Opens the Find dialog box, where you can search for item titles or descriptions. You can specify the direction of the search and whether you want to search through the entire schedule or only forward from a specified date. You can select which type of item to include in the search.

Find Dialog Box Options

Find What

Type the text you want to search for.

Search

Indicate whether you want to search forward from a specific date or through your entire schedule.

Forward From

Search forward from a specific date. Type a new day and date or click the down arrow and select the date from the Date Navigator.

Whole Schedule

Search through scheduled items in the past, present, and future.

Search In

Specify the type of item you want to search for.

For the elements listed, Schedule+ searches the following:

Item	What is Searched
Appointments	Description, notes, where, attendees, resources, creator, organizer
To Do List	All task fields containing text, such as description, notes, contacts, and project fields.
Contact List	Text in contact fields
Events	Description, notes
Start Search

Starts the search. Schedule+ displays a status indicator while it is searching. This button becomes the Find Next button after the first item found is displayed.

Edit

Displays a dialog box appropriate for the selected item. You can edit the text or any other attributes in the dialog box.

Close

Closes the Find dialog box. If Schedule+ has found the specified text in an appointment, when you close the dialog box, the underlying view displays a date including that appointment.


See Also

Find Text in My Schedule


Go To Command (Edit Menu)

  See Also

Opens the Go To dialog box, where you can specify either the date or the week you want to display in the current view of your Appointment Book.

  Go To Command

Go To Dialog Box Options

Date

Jumps to a specific date. Type a new day and date or select the down arrow and select the date from the Date Navigator.

Week

Jumps to a specific week number. Type a new number, or use the arrow keys to select one.


See Also

View Different Dates in Schedule+


File Menu

New Command

Open Command

Other's Appointment Book Command

Archive Or Project Schedule Command

Close Command

Export Command

Schedule+ Interchange Command

Text Command

Timex Watch Command

Import Command

Schedule+ Interchange Command

Text Command

Archive Command

Backup Command

Restore Command

Print Command

Exit Command

Exit And Logoff Command

Name Command


Open Command (File Menu)

  See Also

Opens another user's Appointment Book, an archived file, or a project schedule.


See Also

Open Another User's Schedule

Modify Another User's Schedule with their Permission

Modify a Resource's Schedule

Access Permissions


Other's Appointment Book Command (Open Menu)

Opens the Appointment Book of another user or resource. You can only open Appointment Books for which you've been given access permissions.

You can open as many Appointment Books as you want at one time.

Switch between open Appointment Books by selecting the name from the bottom of the File menu.

Open Other's Appointment Book Dialog Box Options

Show Names From The

Choose the address list containing the user you want to select.

Type Name Or Select From List

Type or select the name of the user whose Appointment Book you want to open.

Properties

Opens the Properties dialog box, where you can see details about the selected user.

Find

Opens the Find dialog box, where you can type any string of letters that you want to search for. The more letters you type, the more narrowed your search results will be.


Archive Or Project Schedule Command (Open Menu)

Opens one of your own archived files or project files.

Open Archive Or Project Schedule Dialog Box Options

File Name

Select the name of the file you want to open.

List Files Of Type

Select the type of file you want to display in the File Name box.

Folders

Select the directory containing the file you want to open.

Drives

Select the drive containing the file you want to open.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to.


New Command (File Menu)

  See Also

Creates a schedule file for a resource or for a particular project.

New Project Schedule Dialog Box Options

File Name

Type the name of the file you want to create.

Save File As Type

Select the type of file you want to save the new file as.

Folders

Select the directory where you want to create the file.

Drives

Select the drive where you want to create the file.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to.


See Also

Open Another User's Schedule

Modify a Resource's Schedule


Export Command (File Menu)

  See Also

Use this command to export data in a variety of formats.


See Also

Copy My Schedule to My Timex Data Link Watch

Export Information from Schedule+

Import Information to Schedule+

Archive Information

Back Up My Schedule File


Schedule+ Interchange Command (Export Menu)

Opens the Export Schedule+ dialog box, where you can copy your Schedule+ information to another location, so that you can, for example, work on your schedule at another computer or copy your information to a file that is compatible with other scheduling software.

Export Schedule+ Interchange Dialog Box Options

File Name

Type the filename and the path.

Browse

Opens the Select Export File dialog box, where you can select a path and filename.

Export Range

All Dates

Exports all dates that have entries in your Appointment Book.

From

Type or select the date after which you want to include entries in the exported file. Type a new day and date, or select the down arrow and select the date from the Date Navigator.

To

Type or select the date until which you want to include entries in the exported file. Select the down arrow to select a date from the Date Navigator.

Export

Select the type of data you want to export.


Select Export File Dialog Box

File Name

Type the name of the file you want to create.

Save File As Type

Select the type of file you want to display in the File Name box.

Folders

Select the directory where you want to create the file.

Drives

Select the drive where you want to create the file.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to.


Archive Command (File Menu)

  See Also

Create Archive Dialog Box Options

Use this dialog box to delete old information from your schedule and store it in a location you specify. Schedule+ automatically prompts you to archive old information every three months, or at whatever interval you specify in the Options dialog box.

File Name

The filename and path for the archived file. (Archived files have .SCD extensions.)

Archive Data Before

Type the end date for the data you want to archive, or click the down arrow and select a date from the Date Navigator.

Browse

Opens the Select Archive File dialog box, where you can select a path.


See Also

Export Information from Schedule+

Archive Information

Back Up My Schedule File


Text Command (Export Menu)

Opens the Text Export Wizard, where you can specify which items to export, a range of dates, and other options.


Timex Watch Command (Export Menu)

Opens the Timex Watch Wizard, where you can indicate preferences for using Schedule+ with your watch (if you installed the Timex software during Setup). For information about a particular dialog box in the wizard, choose the Help button in that dialog box.


Import Command (File Menu)

  See Also

Use this command to import information from a variety of formats.


See Also

Import Information to Schedule+

Back Up My Schedule File


Schedule+ Interchange Command (Import Menu)

Imports information from another schedule file into the schedule file currently open.

Import Schedule+ Interchange Dialog Box Options

Copy information to your schedule from compatible scheduling software.

File Name

Type the name of the file you want to import or, from the list, select the name of the file you want to import.

List Files Of Type

Select the file type for the files you want to display in the File Name box.

Folders

Select the drive and directory location of the file you want to import.

Drives

Select the drive on which the file is located.


Text Command (Import Menu)

Opens the Text Import Wizard, where you can specify which items to import, what character will separate fields, and other options.


Backup Command (File Menu)

  See Also

Opens the Select Backup File dialog box, where you can identify the filename and the location of the backup file you want to create.

Select Backup File Dialog Box Options

File Name

Type the name of the file you want to create.

Save File As Type

Select the type of file you want to display in the File Name box.

Folders

Select the directory where you want to create the file.

Drives

Select the drive where you want to create the file.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to.


See Also

Export Information from Schedule+

Archive Information

Back Up My Schedule File


Restore Command (File Menu)

  See Also

Opens the Restore Backup File dialog box, where you can select a backup file to restore.

Restore Backup File Dialog Box Options

File Name

Type or select the name of the file you want to restore.

List Files Of Type

Select the type of file you want to display in the File Name box.

Folders

Select the directory where the file resides.

Drives

Select the drive where the file resides.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to if the backup file is on a network server.


See Also

Export Information from Schedule+

Back Up My Schedule File


Print Command (File Menu)

  See Also

Opens the Print dialog box, where you can print your schedule.

You can select the elements of your schedule that you want to print, in addition to the layout and format you want to use.

To select a printer and its options, choose the Setup button.

To view how the information will look, choose the Preview button.

Print Dialog Box Options

Use the Print dialog box to indicate what parts of your schedule you would like to print and how you would like them printed.

Print Layout

Select the layout of the elements that you want to print.

Paper Format

Select the paper size on which you want it printed.

Schedule Range

Select the starting date and the duration of the schedule you want to print.

Print Quality

Select a quality. The available options depend on your printer driver.

Font Size

Select a size.

Private Items

Select one of the following:

Show

Prints private items.

Hide

Does not print private items.

Hide Text

Replaces the text of private items with the word "Private."

Preview

Displays the Print Preview dialog box, where you can see your schedule before you print it.

Setup

Displays the Print Setup dialog box.

Include Blank Pages

Prints pages with no appointments or tasks scheduled when checked.

No Shading

Suppresses shading in graphical printouts when checked. Speeds printing and increases legibility.

Print To File

Prints the schedule to a filename you specify when checked.


See Also

Print My Appointments, To Do List, and Contact List


Print Preview Dialog Box

Displays the page format you specified in the Print dialog box.

Next Page

Displays the next page.

First Page

Displays the first page you specified.

Zoom In

Displays a magnified view of the page. Use the scroll bars to view other parts of the page.


Print Setup Dialog Box

Printer

In the Printer box, select either a default printer or a specific printer. Select the down arrow in the Specific Printer box to see available printers.

Orientation

Select either portrait or landscape. Portrait is the default, unless you've changed it in this dialog box or in the Windows Control Panel. Landscape prints along the long page axis.

Paper Size

Select the paper size you want to print the schedule on.

Paper Source

Select the paper source you want to print from.

Margins

Set the margin measurements and size. To specify that the left and right margins are switched on alternate pages when printing multiple pages of your schedule, select the Mirror Even/Odd Margins check box.

Options

Opens the Options dialog box, where you can set printer options.

Network

Opens the Connect Network Printer dialog box, where you can connect to a printer on the network.


Close Command (File Menu)

  See Also

Closes the current window. If you have multiple schedules open, Close only closes the schedule that is currently displayed in the window.


See Also

Quit Schedule+

Exit Command

Exit And Logoff Command

Log On to Schedule+


Exit Command (File Menu)

  See Also

Ends your Schedule+ session.

Schedule+ prompts you to save documents with unsaved changes, such as meeting requests or responses.

You can use the Close command on the application Control menu to close just an Appointment Book.


See Also

Qui Schedule+

Exit And Logoff Command

Close Command

Log On to Schedule+


Exit And Logoff Command (File Menu)

  See Also

Ends your Schedule+ session, as well as those of all workgroup applications.

Schedule+ prompts you to save documents with unsaved changes, such as meeting requests or responses.

You can use the Close command on the application Control menu to close just an Appointment Book.


See Also

Quit Schedule+

Exit Command

Close Command

Log On to Schedule+


Schedule File Command (File Menu)

  See Also

Displays a schedule. If you have several schedules open, choose this command and select the schedule you want to display.


See Also

Open Another User's Schedule

Close Command


 Help Menu

Displays Schedule+ online documentation. For more information, choose a command name.

Microsoft Schedule+ Help Topics Command

Answer Wizard Command

The Microsoft Network Command

About Microsoft Schedule+ Command


Microsoft Schedule+ Help Topics Command (Help Menu)

Displays the Schedule+ Help topics.

The Contents screen displays the categories of online Help. To see all the procedure topics, click the Expand button.

To display an alphabetical listing of the topics, definitions, and demos in the Schedule+ online documentation, choose the Index command.


About Schedule+ Command (Help Menu)

About Dialog Box

Displays information about your copy of Schedule+, including the version number; the copyright, legal, and licensing notices; and the system information for your computer. The About screen also displays information about your computer's configuration.


The Microsoft Network Command (Help Menu)

Connects you to the Office Forum, a bulletin board you can use when you subscribe to the Microsoft Network. Through the Office Forum, you can find a wealth of information. For example, you can get answers to frequently asked questions and exchange ideas with other Schedule+ users.

The Microsoft Network is an online service you can connect to through Windows 95. For more information about a free trial offer, double-click the Microsoft Network icon on your desktop.


Answer Wizard Command (Help Menu)

Displays the Answer Wizard, where you can type a question about Schedule+ in your own words. You don't need to know a technical term. The Answer Wizard displays a list of Help topics related to your question.


Insert Menu

Row Command

Appointment Command

Task Command

Project Command

Contact Command

Event Command

Recurring Appointment Command

Recurring Task Command

Annual Event Command

Make Recurring Command

Related Item Command

Appt. From Task Command

Appt. From Contact Command

Task From Contact Command

Task From Appt. Command


Row Command (Insert Menu)

  See Also

Adds a row above the currently selected row in the To Do List or the Contacts List.


See Also

Add a Task

Add a Contact by Using the Contact Dialog Box


Appointment Command (Insert Menu)

Adds an appointment.

Appointment Dialog Box Options

General Tab

Enter general information, such as start and end times, location, and description.

Attendees Tab

Enter required attendees, optional attendees, and resources.

Notes Tab

Enter any notes about the appointment.

Planner Tab

Display the Planner, with free and busy times for all attendees.


General Tab

Set a variety of options for a new appointment.

When

Specify the starting and ending times and dates of the appointment.

Start

Type or select the starting time and date. To see a monthly calendar, select the down arrow in the date box.

End

Type or select the ending time and date. To see a monthly calendar, select the down arrow in the date box.

All Day

Schedules the appointment from 12:00 A.M. to 11:59 P.M. of every day specified for Start and End.

Description

Type a brief description of the appointment. This description appears in the time slot when you view your Appointment Book.

Where

Type a location for the appointment. If you invite a resource to a meeting, Schedule+ displays the location in this box.

Set Reminder

Sets a reminder for the appointment. If this option is selected, you can specify how long before the appointment you want a reminder message to appear.

Private

Hides the appointment description from other users on the network.

Tentative

Prevents this appointment from appearing as a busy time in your Planner.


Attendees Tab

Displays the status of attendees and resources that you have invited to the meeting. Possible status includes: accepted, declined, tentatively accepted, accepted and included a response, declined and included a response, tentatively accepted and included a response, and did not respond.

What

Displays the date, time, and description of the meeting.

Required

Displays the names of those you invited as required attendees.

Optional

Displays the names of those you invited as optional attendees.

Resources

Displays the names of any resources you specified.


Notes Tab

Type general notes about the appointment or task listed in the What box.

You can also use the Notes tab to type meeting agendas. The text becomes the body of the Meeting Request message.


Planner Tab

Displays a week of free/busy times for a group of attendees, similar to the display in the Planner view. You can quickly identify the available times for the attendees specified in the Attendees tab for this appointment.

Auto-Pick

Choose this button to highlight the first free time for all required attendees.

Invite

Choose this button to display address lists where you can select names to invite to your meeting.


Task Command (Insert Menu)

Adds a task or edits the currently selected task.

Task Dialog Box Options

General Tab

Enter general information, such as end date, description, and priority.

Status Tab

Enter status information, such as percentage complete, date completed, contact, and billing information.

Notes Tab

Enter any notes about the task.


General Tab

Set a variety of options for adding a new task to your To Do List.

Active Range

Specify when the task begins and ends.

Ends

If necessary, type or select an end date. To see a monthly calendar, click the down arrow in the date box.

Starts

If you have chosen an end date, type or select the duration of the task (days, weeks, or months).

Mark As Done After End Date

Automatically checks the task in your To Do List after the end date you have specified.

Description

Type a description of the task.

Project

Type the name of a new or existing project to associate the task with, or select a project name from the list.

Priority

Type or select a priority between 1-9 or A1-A9 and Z1-Z9.

Set Reminder

Sets a reminder for the task. You can specify how long before the task start or end date that you want a reminder message to appear.

Private

Hides the task description from other users on the network.


Status Tab

Status

Enter status information about the task.

Percentage Complete

Type a percentage complete for the task, or use the arrows to select a percentage.

Actual Effort

Type a number and a unit of time to indicate the actual effort that has been put into the task, or use the arrows to select numbers and units of time from the lists.

Estimated Effort

Type a number and a unit of time to indicate the estimated amount of effort that will be put into the task, or use the arrows to select numbers and units from the lists.

Date Completed

When you enter a percentage complete of 100%, or when you check the Complete column for the task in the To Do List, the current date is displayed in this box.

Contact

Select a contact from the list, or choose the New Contact button to add a contact.

Billing Information

Type any billing information associated with the task.

Mileage

Type any mileage information associated with the task.

Role

Type information about your role regarding this task.


Project Command (Insert Menu)

Use this command to open the Project dialog box, where you can add a project.

Project Dialog Box

Use this dialog box to add a new project to your To Do List or edit the currently selected project.

Name

Type a name for the new project.

Priority

Type or select a priority between 1-9 or A1-A9 and Z1-Z9.

Private

Hides the project description and all tasks associated with the project from other users on the network.


Contact Command (Insert Menu)

Use this command to open the Contact dialog box, where you can add a contact.

Contact Dialog Box Options

Business Tab

Enter business information, such as job title, company, and department.

Phone Tab

Enter up to eight different telephone numbers..

Address Tab

Enter information such as name, address, and telephone number.

Notes Tab

Enter any notes about the contact.


Address Tab

Address

The contact's address.

City

The city associated with that address.

State

The state associated with that address.

Zip Code

The zip code associated with that address.

Country

The country associated with that address.

Spouse

The name of the contact's spouse.

Birthday

Select this option, and then select the appropriate date. This information automatically appears as an event on the appropriate date in the Appointment Book.

Anniversary

Select this option, and then select the appropriate date. This information automatically appears as an event on the appropriate date in the Appointment Book.

Phone Number

Select the type of phone number, and type the number.


Phone Tab

Enter up to four different business telephone numbers and four different home telephone numbers.


Business Tab

Name

Type the contact's name.

First

The first name of the contact.

Last

The last name of the contact.

Address

The contact's business address.

City

The city associated with that address.

State

The state associated with that address.

Zip Code

The zip code associated with that address.

Country

The country associated with that address.

Title

The job title of the contact.

Company

The name of the company associated with the contact.

Department

The department in which the contact works.

Office

The office where the contact works.

Assistant

The name of the contact's assistant.

Phone Number

Select the type of phone number, and type the number.

Private

Hides information about this contact from other users on the network.


Notes Tab

Type any notes about the contact.


Event Command (Insert Menu)

  See Also

Use the Event dialog box to keep track of events lasting a day or several days but not occupying specific blocks of time, such as a trade show, a conference, or a seminar. Events do not show up as busy times in the Planner.

Event Dialog Box Options

Event starts

Type a start date or select one by selecting the down arrow in the date box.

And Ends

Type an end date or select one by selecting the down arrow in the date box.

Description

Type a description of the event.

Set Reminder

Sets a reminder for the event. You can specify how long before the event you want a reminder message to appear.

Private

Hides the event description from other users on the network.

Delete

Deletes the currently selected event.


See Also

Add Events and Annual Events

Annual Event Command


Recurring Appointment Command (Insert Menu)

Use this command to open the Appointment Series dialog box, where you can add a recurring appointment. The dialog box consists of the following tabs: General, When, Attendees, and Notes.

Appointment Series Dialog Box Options

General Tab

Enter general information, such as begin and end times, location, and description.

When Tab

Enter information about when the appointment will occur.

Attendees Tab

Enter required attendees, optional attendees, and resources.

Notes Tab

Enter any notes about the appointment.


General Tab

Displays information from the Appointment dialog box, including the description, location, or other attributes, including reminder, private, and tentative settings.

Description

Type a description of the appointment.

Where

Type a location for the appointment.

Set Reminder

Sets a reminder for the appointment. You can specify how long before the appointment you want a reminder message to appear.

Private

Hides the appointment description from other users on the network.

Tentative

Choose if the appointment is not definite. Tentative appointments do not appear as busy times in your Planner to other users on the network.


When Tab

Occurrence

Schedule+ by default schedules recurring appointments every week, on the same day and at the same time as the original appointment. Change the recurrence pattern by first selecting an option button in the This Occurs box and then entering specific information in the corresponding box to the right.

Duration

Schedule+ automatically assigns a duration of one year to a recurring appointment, starting with the date of the original appointment. Change the start date by typing a new start date or by selecting the arrow and selecting a date from the Date Navigator. Specify an end date by selecting the Until check box and then typing a new end date or by selecting the arrow and selecting a date from the Date Navigator.

When

Change the Start time or End time, as entered for the original appointment, by clicking the hour or minutes and typing the new time. Use the arrows to change the hour. Or select the All Day check box to schedule the recurring appointment from 12:00 A.M. to 11:59 P.M. on each day on which the appointment recurs.


Recurring Task Command (Insert Menu)

Opens the Task Series dialog box, where you can create or edit a recurring task.

Task Series Dialog Box Options

General Tab

Enter general information, such as end date, description, and priority.

When Tab

Enter information about when the task will occur.

Status Tab

Enter status information, such as percentage complete, date completed, contact, and billing information.

Notes Tab

Enter any notes about the task.


General Tab

Use this tab to make a task recurring.

Indicate a duration for the task by selecting a number and then a unit of time in the Starts Before End Date boxes.

If you want each recurrence of the task to be marked automatically as completed when the end date is reached, select the Mark As Done After End Date check box.

Description

Type a description of the recurring task.

Project

Type a project name with which to associate the recurring task, or select a project from the list.

Priority

Type a priority for the recurring task, or select a priority name from the list.

Set Reminder

Sets a reminder for the task. If this option is selected, you can specify how long before the task's start or end date you want a reminder message to appear.

Private

Prevents others on the network from seeing this task description.


When Tab

Occurrence

By default, Schedule+ schedules recurring tasks every week, on the same day as the original task. Change the recurrence pattern by first selecting an option button in the This Occurs box and then entering specific information in the corresponding box to the right.

Duration

Schedule+ automatically assigns a duration of one year to a recurring task, starting with the date of the original task. Change the start date by typing a new start date or by selecting the arrow and selecting a date from the Date Navigator. Specify an end date by selecting the Ends check box and then typing a new end date or by selecting the arrow and selecting a date from the Date Navigator.


Annual Event Command (Insert Menu)

  See Also

Opens the Annual Event dialog box, where you can enter information about an annual event.

Annual Event Dialog Box Options

Annual Event On

Type a date, or select the down arrow to select one from the Date Navigator.

Description

Type a description of the event.

Set Reminder

Sets a reminder before the event. To set the number of days beforehand, click the arrows.

Private

Prevents others on the network from seeing this event description.


See Also

Add Events and Annual Events

Event Command


Make Recurring Command (Insert Menu)

  See Also

Opens the appropriate Series dialog box, where you can turn the currently selected item into a recurring item.


See Also

Schedule a Recurring Appointment

Add a Recurring Task


Related Item Command (Insert Menu)

Opens the Appointment or Task dialog box, and creates a related contact, appointment, or task.


Appt. From Task Command (Related Item Menu)

Creates an appointment from the currently selected task. The description of the contact becomes the description of the appointment.

Appointment Dialog Box Options

General Tab

Enter general information, such as start and end times, location, and description.

Attendees Tab

Enter required attendees, optional attendees, and resources.

Notes Tab

Enter any notes about the appointment.

Planner Tab

Display the Planner, with free and busy times for all attendees.


Appt. From Contact Command (Related Item Menu)

Creates an appointment from the currently selected contact. The first and last name of the contact become the description of the appointment.

Appointment Dialog Box Options

General Tab

Enter general information, such as begin and end times, location, and description.

Attendees Tab

Enter required attendees, optional attendees, and resources.

Notes Tab

Enter any notes about the appointment.

Planner Tab

Display the Planner, with free and busy times for all attendees.


Task From Contact Command (Related Item Menu)

Creates a task from the currently selected contact. The first and last name of the contact become the description of the task.

Task Dialog Box Options

General Tab

Enter general information, such as end date, description, and priority.

Status Tab

Enter status information, such as percentage complete, date completed, contact, and billing information.

Notes Tab

Enter any notes about the task.


Task From Appt. Command (Related Item Menu)

Creates a task from the currently selected Appointment. The Appointment description becomes the description of the new task.

Task Dialog Box Options

General Tab

Enter general information, such as end date, description, and priority.

Status Tab

Enter status information, such as percentage complete, date completed, contact, and billing information.

Notes Tab

Enter any notes about the task.


Clean Up Dialog Box
Clean Up Schedule File Dialog Box

Determine whether to delete or archive old information in your schedule file.

In the Options dialog box on the General tab, you can specify when you want Schedule+ to prompt you to archive or delete old appointments, tasks, and events from your schedule. You can delete the old information without saving it, or you can archive it before you delete it. You can archive the information to a new file or to an existing archive file.

Delete

Deletes old schedule information without archiving it.

Do Not Delete

Does not delete or archive old schedule information.

If you choose Do Not Delete, the Clean Up Schedule File dialog box appears each time you start Schedule+ until you delete or archive the old information or change the number of months specified in the Prompt To Archive Data checkbox in the Schedule Settings dialog box.

Clean Up Data Before

Type or select the date before which you want to archive or delete schedule data.

Create (Or Append To) Archive Before Deleting

Select this check box to instruct Schedule+ to archive or append the old information to the file you specify.


Print To File Dialog Box

Specify the name of the file you want to print to.

Print To File Dialog Box Options

Drives

Select the drive containing the file you want to print to.

Folders

Select the directory containing the file you want to print to.

Save File As Type

Select the type you want to save the file as.

File Name

Select the name of the file you want to print to.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to.


Stand Alone Logon Dialog Box
Schedule+ Logon Dialog Box

Log on to Schedule+ in stand-alone mode.

Schedule+ Logon Dialog Box Options

User Name

Type the user name for the schedule you want to work with.


Enter Password Dialog Box

Type the password for the schedule file you want to open.

The Enter Password dialog box remains displayed until you type the correct password or choose Cancel.


Pick Local Schedule Dialog Box
Select Local Schedule Dialog Box

Specify the local filename of the schedule you want to work with.

Select Local Schedule Dialog Box Options

Drives

Select the drive containing the file you want to open.

Folders

Select the directory containing the file you want to open.

List Files Of Type

Select the type of file you want to display in the File Name box.

File Name

Select the name of the file you want to open.


Save File Dialog Box
Save As Dialog Box

Specify the filename and type you want to save the information as.

Save As Dialog Box Options

Drives

Select the drive containing the file you want to save to.

Folders

Select the directory containing the file you want to save to.

Save File As Type

Select the file type for the file you are saving.

File Name

Select the name of the file you want to save to.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to.

Save

Select whether you are saving a message or attachments.


Attach File Dialog Box
Attach Dialog Box

Specify the name of the file you want to attach.

Attach Dialog Box Options

Drives

Select the drive containing the file you want to attach.

Folders

Select the directory containing the file you want to attach.

Save File As Type

Select the file type for the files you want to display in the File Name box.

File Name

Select the name of the file you want to attach.

Network

Opens the Connect Network Drive dialog box, where you can specify the network drive you want to connect to.


Daily Reminder Dialog Box

Appears to remind you that you have one or more tasks that are active today. The reminder displays the To Do List, containing the active tasks for today.

Daily Reminder Dialog Box Options

Edit

Opens the Task dialog box for the task that is selected in the reminder's To Do List, where you can make changes to the task's settings, or delete it. You can also make the task recurring or edit a recurring task's settings by choosing the Make Recurring or Edit Series button, respectively, in the Task dialog box.


Reminder Dialog Box

Appears to remind you that you have an activity. The reminder displays the activity's time and description, as well as the location (if one has been identified for a meeting or appointment).

Reminder Dialog Box Options

Notify Me Again

To be reminded again later of this activity, choose this option button, and select the time you want the reminder to occur again. By default, the reminder will occur again in the amount of time you specify (such as in 10 minutes). To be reminded again at an interval before the activity's start time (such as 10 minutes before the activity), you can also select the Beforehand check box.

Don't Notify Me Again

If you don't want to be reminded again for this activity, choose this option button.

Edit

Opens the Appointment dialog box, where you can make changes to the appointment's time or other settings or delete it. You can also make the activity recurring or edit a recurring activity's settings by choosing the Make Recurring or Edit Series button, respectively, in the activity's dialog box.

Completed

If the reminder is for a task, you can choose the Completed button to mark the task as completed.


Select Cover Page Dialog Box

Specify the bitmap you want to display as a cover page.

Drives

Select the drive containing the file you want to open.

Directories

Select the directory containing the file you want to open.

List Files Of Type

Select the type of file you want to display in the File Name box.

File Name

Select the name of the file you want to open.


Select Cover Page Command

Opens the Select Cover Page dialog box, where you can select the bitmap that you want to display as the cover page.


Scale to Fit Command

Resizes the cover page bitmap to fit the current Schedule+ window.


Available Resources Dialog Box

Available Resources

Select the resources you want to invite.

Invite Selected

Invites only selected resources.

Invite All

Invites all resources listed.


Add Users Dialog Box

Select names you want to have access permission to your schedule.

Show Names From The

Select the address list that contains the names you want.

Type Name Or Select From List

Type or select a name in the list. As you type the letters of the name, the address list scrolls to match the letters.

Users

Adds the selected names to the box on the right.

New

Opens the New Entry dialog box where you can add a personal distribution list or individual user to your personal address book.

Properties

Displays details about the selected name.

Find

Opens the Find dialog box where you can specify conditions for searching for names.


Open Other's Appt. Book Dialog Box

Find and select names from one or more address lists.

Show Names From The

Select the address list that contains the names you want.

Type Name Or Select From List

Type or select a name in the list. As you type the letters of the name, the address list scrolls to match the letters.

Properties

Displays details about the selected name.

Find

Opens the Find dialog box where you can specify conditions for searching for names.


Meeting Attendees Dialog Box

Find and select names from one or more address lists.

Show Names From The

Select the address list that contains the names you want.

Type Name Or Select From List

Type or select a name in the list. As you type the letters of the name, the address list scrolls to match the letters.

Required

Adds the selected names of required attendees to the box on the right.

Optional

Adds the selected names of optional attendees to the box on the right.

Resource

Adds the selected names of resources to the box on the right.

New

Opens the New Entry dialog box where you can add a personal distribution list or individual user to your personal address book.

Properties

Displays details about the selected name.

Find

Opens the Find dialog box where you can specify conditions for searching for names.


Meeting Wizard Dialog Box

Find and select names from one or more address lists.

Show Names From The

Select the address list that contains the names you want.

Type Name Or Select From List

Type or select a name in the list. As you type the letters of the name, the address list scrolls to match the letters.

Required

Adds the selected names to the box on the right.

New

Opens the New Entry dialog box where you can add a personal distribution list or individual user to your personal address book.

Properties

Displays details about the selected name.

Find

Opens the Find dialog box where you can specify conditions for searching for names.


Select Attendees Dialog Box

Find and select names from one or more address lists.

Show Names From The

Select the address list that contains the names you want.

Type Name Or Select From List

Type or select a name in the list. As you type, the address list scrolls to match the letters.

Required

Adds the selected names of required attendees to the box on the right.

Optional

Adds the selected names of optional attendees to the box on the right.

Resource

Adds the selected names of resources to the box on the right.

New

Opens the New Entry dialog box where you can add a personal distribution list or individual user to your personal address book.

Properties

Displays details about the selected name.

Find

Opens the Find dialog box where you can specify conditions for searching for names.


Address Message Dialog Box

Find and select names from one or more address lists.

Show Names From The

Select the address list that contains the names you want.

Type Name Or Select From List

Type or select a name in the list. As you type the letters of the name, the address list scrolls to match the letters.

Required

Adds the selected names of required attendees to the box on the right.

Optional

Adds the selected names of optional attendees to the box on the right.

Resource

Adds the selected names of resources to the box on the right.

New

Opens the New Entry dialog box where you can add a personal distribution list or individual user to your personal address book.

Properties

Displays details about the selected name.

Find

Opens the Find dialog box where you can specify conditions for searching for names.


Group Enabling Dialog Box

Yes, Work In Group-Enabled Mode

Opens Schedule+ in a mode that allows you to interact with other Schedule+ users.

No, Work Alone

Opens Schedule+ in stand-alone mode.

Don't Ask Me This Question Again

If you know you will always want to work in either group-enabled mode or stand-alone mode, select the appropriate option, and then select this option so this dialog box will not display again.


File Menu (Meeting Form)

Use the commands on this menu to open, save, copy, print, and delete files from within meeting messages. For more information, choose a command name from the list below.

Send Command

Save As Command

Delete Command

Properties Command

Print Command

Close Command


Send Command (Meeting Form)

  See Also

Sends an open message to the recipients whose names are entered in the address boxes in the message.

You can also send an item by clicking the Send button.

  Send button


See Also

Sending a Meeting Request


Save As Command (Meeting Form)

  See Also

Saves the message, as well as attachments, with the name and location that you specify.

A message is saved by default as a text file with a .TXT extension. The default filename is the first eight letters of the message subject.

Save As Dialog Box Options

File Name

Type or select the filename you want. A filename can contain up to eight characters, plus a three-letter extension.

Save File As Type

Microsoft Exchange can save messages and attachments in either rich text format (RTF), text only format, or message format (.MSG).

Text Only

Saves text without formatting. Uses the ANSI character set.

Folders

Select the directory where you want to store the file.

Drives

Select the drive where you want to store the file.

Network

Connects to another server on the network. For more information, choose the Help button in the Connect Network Drive dialog box.

Save

Select the type of file you want to save.

Messages

Saves the active message or messages that are selected in the Viewer. If more than one message is selected, the messages will be saved as one file.

Attachments

Saves selected attachments. Attachments previously selected in a message will be selected in the list. You can select or clear attachments in the list before choosing the OK button to save them. You can save an attachment without saving the message.


See Also

Respond to a Meeting Request


Delete Command (Meeting Form)

  See Also

Deletes the active message.

To delete an attachment, you must select it in the message and then press the DEL key.


See Also

Cut Command (Meeting Form)


Properties Command (Meeting Form)

  See Also

Displays or modifies the properties, or characteristics, of the open meeting message.

The Properties command makes changes only to the selected or active message.

For more information, select the tab name below.

General Tab

General information about the open message.


See Also

Send a Meeting Request


General Tab

Display or modify general information about the open message. If you are sending the message, you can change the importance of the message to high, normal, or low.

The following options are available for messages displayed in a message form.

Type

The type of message. For example, if the message is a meeting request, the type is "Meeting Request."

Sent

If the message was previously sent, displays the date and time the message was sent.

Received

If the message was previously sent, displays the date and time you received the message.

Last Changed

The date and time the message was last modified.

Options For This Item

The following options are set by the sender.

Importance

Select the importance you want to assign to a message. Marking a message with high or low importance does not affect the speed with which the message is delivered, but it does affect the visual appearance of the Importance column in the header in the Inbox and lets the recipients know how important you think the message is.

High

Displays an exclamation point (!).

Normal

Displays no symbol.

Low

Displays a down arrow.

Read Receipt/Read Receipt Requested

Sends a receipt to the sender after the message is opened. If the message was previously sent, this displays "Read Receipt Requested."


Print Command (Meeting Form)

  See Also

Prints the message. Before using this command, you must install a printer. To install a printer, see your system documentation.

You can also print one copy of a message that is selected or open by clicking the Print button.

  Print button


See Also

Respond to a Meeting Request


Close Command (Meeting Form)

  See Also

Closes the active window. It is a good idea to save an unsent message before you close it. If you close an item without saving it, you lose all the information that you have typed or inserted.

You can also close the active window by choosing the Close command on the window Control-menu.

You can quit Schedule+ but leave other workgroup applications running by choosing Exit from the File menu or choosing the Close command on the application Control-menu.

  Application Control-menu

To sign out of all workgroup applications, choose Exit And Log Off from the File menu.


See Also

Exit And Log Off Command (File Menu)

Exit Command (File Menu)

Quit Schedule+


Edit Menu (Meeting Form)

Use the commands on this menu to move, copy, find, and replace text. For more information, choose a command name.

Undo Command

Cut Command

Copy Command

Paste Command


Undo Command (Meeting Form)

  See Also

Reverses the effects of the last move, copy, delete, or select action you performed. If you cannot reverse your last action, the Undo command is unavailable.


See Also

Cut Command (Meeting Form)

Delete Command (Meeting Form)


Cut Command (Meeting Form)

  See Also

Removes selected text and graphics and puts them on the Clipboard. The Cut command is available only when you have selected text, graphics, embedded objects, or an attachment icon. Text and graphics that you cut or copy to the Clipboard replace the previous contents.

You can also perform this task by clicking the Cut button.

  Cut button


See Also

Delete Command (Meeting Form)

Copy Command (Meeting Form)

Paste Command (Meeting Form)


Copy Command (Meeting Form)

  See Also

Copies selected text and graphics to the Clipboard. This command is available only when you select text, graphics, attachments, or embedded objects. Text and graphics that you copy to the Clipboard replace the previous contents.

You can also perform this task by clicking the Copy button.

  Copy button

To insert text and graphics that you have copied from the Clipboard into another location in a message or in a file created in another application, choose the Paste command from the Edit menu.


See Also

Cut Command (Meeting Form)

Delete Command (Meeting Form)

Paste Command (Meeting Form)


Paste Command (Meeting Form)

  See Also

Inserts a copy of the Clipboard contents at the insertion point. If any text or graphics are selected, the Paste command replaces them with the contents of the Clipboard. If the Clipboard is empty or the selection cannot be replaced, the Paste command is not available.

You can also perform this task by clicking the Paste button.

  Paste button


See Also

Copy Command (Meeting Form)

Cut Command (Meeting Form)

Delete Command (Meeting Form)


View Menu (Meeting Form)

Use the commands on this menu to modify and define how you view information while you are working in a meeting message. For more information, choose a command name from the list below.

Toolbar Command

Status Bar Command

Previous Command

Next Command

Schedule Command


Toolbar Command (Meeting Form)

  See Also

Displays or hides toolbars.

The toolbar contains buttons for the most frequently used commands.

When the toolbar is displayed, the Toolbar command is checked on the View menu.


See Also

Status Bar Command (Meeting Form)


Status Bar Command (Meeting Form)

  See Also

Shows or hides the status bar at the bottom of the window.

When the status bar is displayed, the Status Bar command is checked on the View menu.


See Also

Toolbar Command (Meeting Form)


Next Command (Meeting Form)

  See Also

Displays the next message (down).


See Also

Previous Command (Meeting Form)


Schedule Command (Meeting Form)

Displays the Schedule+ window.


Previous Command (Meeting Form)

  See Also

Displays the preceding item (up).


See Also

Next Command (Meeting Form)


Insert Menu (Meeting Form)

Inserts files from your file system. For more information, choose the File Command topic.

File Command (Meeting Form)


File Command (Meeting Form)

  See Also

Inserts files from your file system into the form as an attachment.

You can insert any file you have access to in a message, including application files, batch files, programs, or graphics files. The file can be on your hard disk, on a floppy disk, or on the network.

Files are inserted at the insertion point, if one is visible in the message, or below the last line in the message.

Attach Dialog Box Options

File Name

Drives

Select the drive where the file you want to insert is located.

Folders

Select the directory where the file you want to insert is located.

List Files Of Type

Select the type of file you want to insert.

All Files (*.*)

Lists all files in the current location.

Insert

Inserts the selected file.

Network

Displays the Connect Network Drive dialog box for connecting additional network drives. For more information, choose the Help button in the dialog box.


See Also

Send a Meeting Request


Compose Menu (Meeting Form)

For more information, choose a command name.

Reply

Reply to All

Forward


Reply Command (Meeting Form)

  See Also

Opens a copy of the open form preaddressed to the sender. You can then compose a response to the message within or above the original message text.

Attachments are not copied to the reply form; however, a marker appears where the attachment was in the original message. To include attachments, forward the message instead of replying to it.


See Also

Reply to All Command (Meeting Form)

Respond to a Meeting Request


Reply To All Command (Meeting Form)

  See Also

Opens a copy of the open form preaddressed to the sender and all recipients. You can then compose a response to the message within or above the original message text.

Attachments are not copied to the reply form; however, a marker appears where the attachment was in the original message. To include attachments, forward the message or form instead of replying to it.


See Also

Reply Command (Meeting Form)

Respond to a Meeting Request


Forward Command (Meeting Form)

  See Also

Opens a copy of the open form that you can then address and send to other users.

If you are the originator of the meeting and you forward an attendee's response to another user, the response is sent in a standard send note.

However, if you are an attendee of a meeting and you forward a Meeting Request form or Meeting Cancellation form to another user, your message will be identified as having been sent on behalf of the meeting originator. That user's response to either of those forms is then sent back to the originator of the meeting.

You can also forward a form by clicking the Forward button.

  Forward button

You can type any comments you want to include in the forwarded message within or above the original message text.

Any attachments are copied into the forwarded message.


See Also

Reply Command (Meeting Form)

Respond to a Meeting Request

Reply to All Command (Meeting Form)


Tools Menu (Meeting Form)

For more information, choose a command name.

Select Names

Check Names

Send Response


Select Names Command (Meeting Form)

  See Also

Finds and selects names from one or more address lists. These names can be user or distribution list names. The names you select are added to the corresponding address boxes in your message or form.

You can also display the Select Names dialog box by choosing the To or Cc buttons on the meeting message send form or by choosing the Select Names button on the meeting form toolbar.

 Select Names button


See Also

Send a Meeting Request


Check Names Command (Meeting Form)

  See Also

Verifies recipient names before you send a message.

You can also perform this command by choosing the Check Names button.

  Check Names button

If a matching name is not found, or if there are multiple matches for the same name, the Check Names dialog box is displayed where you can select the correct name.

If you don't choose this command prior to sending, names are checked automatically as part of the sending process.

If you type part of a name in an address box and then choose the Check Names command, the full name automatically replaces the partial name if there is only one match for the string. If there is more than one match, the names are displayed in the Check Names dialog box. You can then select the name you want.

Check Names Dialog Box Options

Microsoft Exchange Does Not Recognize name

Displays the recipient name that either cannot be found in your Address Book or that has multiple matches.

Create A New Address For name?

Opens the New Entry dialog box, where you can specify what kind of entry you want to create.

Change To

Displays the first name in the list. The list displays the entries in your Address Book that match the name in the Matches Multiple Names box. Select the correct name from the list.

If there are no matching names, "No Suggestions" appears in the list. Choose the Show More Names button to select the correct name.

Properties

Displays information about the selected name.

Show More Names

Select the correct name or add a new address for the name not found to your personal address book.


See Also

Select Names Command (Meeting Form)

Send a Meeting Request


Send Response Command (Meeting Form)

  See Also

If you want to include a message with your reply, be sure the Send Response command is preceded by a check before you choose the Accept, Decline, or Tentative button.


See Also

Responding to a Meeting Request


Help Menu (Meeting Form)

Displays the Microsoft Schedule+ online documentation. For more information, choose a command name.

Microsoft Schedule+ Help Topics Command

About Microsoft Schedule+ Command


Contents Command (Meeting Form)
Microsoft Schedule+ Help Topics Command (Meeting Form)

Displays the Help Contents for Schedule+.

The Contents screen displays the categories of online Help. To see all of the procedure topics, click the Expand button.

To display an alphabetical listing of the topics, definitions, and demos in the Schedule+ online documentation, choose Index.


About Command (Meeting Form)

About Dialog Box

Displays information about your copy of Schedule+, including the version number, the copyright, legal, and licensing notices, and the system information for your computer. The About screen also displays information about the configuration of your computer.


Accept Button (Meeting Form)

Choose this button to schedule the meeting in your Appointment Book and automatically notify the sender that you plan to attend.

If the Send Response command on the Tools menu is preceded by a check, you can also send a message along with your reply. Be sure the Send Response command is preceded by a check before you choose the Accept, Decline, or Tentative button.


Decline Button (Meeting Form)

Choose this button to notify the sender of the meeting request that you are not planning to attend.

If the Send Response command on the Tools menu is preceded by a check, you can also send a message along with your reply. Be sure the Send Response command is preceded by a check before you choose the Accept, Decline, or Tentative button.


Tentative Button (Meeting Form)

Choose this button to notify the sender that you are not sure whether you will attend. The meeting is scheduled as tentative in your Appointment Book.

If the Send Response command on the Tools menu is preceded by a check, you can also send a message along with your reply. Be sure the Send Response command is preceded by a check before you choose the Accept, Decline, or Tentative button.


View Schedule Button (Meeting Form)

Choose this toolbar button or command (on the View menu) to display your Appointment Book so you can decide whether or not to attend the meeting.

You can also view your schedule by choosing the Schedule command from the View menu.

When you are finished viewing your schedule, you can press ALT+TAB to return to the Meeting Request form and choose a reply.


Remove From Schedule Button (Meeting Form)

Choose this button to automatically remove this meeting from your Appointment Book.


Select Attendees, Location, and Resources (Meeting Wizard)

Choose the type of options you would like to specify for the meeting.

The names of the required attendees you select will appear on the To line of the meeting request form.

The names of the optional attendees you select will appear on the Cc line of the meeting request form.

If your administrator has created Appointment Books for locations and resources, you'll want to select these too so you'll be able to see when they are available.


Required Attendees (Meeting Wizard)

Type the names of the required attendees, separating them with semicolons, or choose the Pick Attendees button to select names from the Address Book. To confirm the names you've typed or selected, you can choose the Check Names button.


Optional Attendees (Meeting Wizard)

Type the names of the optional attendees, separating them with semicolons, or choose the Pick Attendees button to select names from the Address Book. To confirm the names you've typed or selected, choose the Check Names button.


Location (Meeting Wizard)

Type the name of the meeting location, or choose the Pick Locations button to select a location from the Address Book. You can select or type (separated by semicolons) multiple locations, and Schedule+ will select the location that works best for the attendees' availability. To confirm the location names you've typed or selected, choose the Check Names button.


Resources (Meeting Wizard)

Type the names of the resources you need at the meeting (separating them with semicolons), or choose the Pick Resources button to select resources from the Address Book. To confirm the resource names you've typed or selected, choose the Check Names button.


Meeting Length (Meeting Wizard)

Specify the duration and travel times (if appropriate) for the meeting. The specified travel time is added automatically to the meeting's time slot in the attendees' Appointment Books.

Duration

Type or select the number and units (such as hours) for the meeting's length.

To meeting

Type or select the number of minutes attendees may need to travel to the meeting location.

From meeting

Type or select the number of minutes attendees may need to travel from the meeting location.


Acceptable Times (Meeting Wizard)

Specify start and end times, and days that are acceptable for the meeting to occur. Schedule+ searches for available time slots that are on the specified days and within the specified times.


Include Optional Attendees (Meeting Wizard)

Specify whether to consider optional attendees' schedules when selecting the meeting time. By default, Schedule+ considers required attendees' schedules but not those of optional attendees when selecting a meeting time. To consider both required and optional attendees' schedules for this meeting, select the Yes option button.


Free/Busy Times (Meeting Wizard)

View attendees' free and busy times, approve a proposed meeting time, or select a differnt time.

Next Available Time

Displays the proposed meeting time, based on the attendees' availability and the acceptable days and times you previously specified.

Pick Next Time button

Choose this button to select a new time if the proposed time in the Next Available Time box is not acceptable.

Free/Busy Color Key

Identifies the colors in which your free and busy times, as well as those of the attendees and resources, are displayed in the Meeting Wizard's Planner.


Close Wizard and Send (Meeting Wizard)

Indicates that you have successfully identified the attendees, time, and (optionally) resources and location for the meeting. Now you are ready to send the meeting request that the Meeting Wizard has prepared with the information you provided.

Finish button

Ends the Meeting Wizard and displays a Meeting Request form that contains the information you selected in the wizard.


Daily View

  See Also

The Daily view displays one or more days of the Appointment Book, the Date Navigator, and the portion of the To Do List that is related to the days currently displayed in the Appointment Book. By default, the Daily view displays one day of the Appointment Book and the tasks that are relevant to that day.

To display the Daily view, choose the Daily tab in your schedule. Although the Daily view is one of the default tabs, you can remove it by choosing it and then choosing the Remove Tab command on the View menu.

Daily View Options

Click the window region you want information about, or press TAB until the region is highlighted and then press ENTER.


See Also

Appointments in Schedule+

The To Do List


Menu bar

Lists the menu names, such as File and Edit.


Title bar

Displays the name of the active application, message, form, or dialog box.

The title bar can also display additional information, such as the name of the schedule owner.


Date Navigator

The tool for changing the date you are viewing in the Appointment Book or Planner and for quickly dragging an appointment or task to a new date.

The current date has a border, and the selected date is surrounded by a shaded box. The month and year are displayed at the top of the calendar.

Days that have scheduled appointments or meetings are shown in bold.


To Do List

A portion of your To Do List that contains only the tasks that are relevant to the Appointment Book days displayed in the Daily view.


Appointment Book

The portion of your schedule that displays your appointments, meetings, events, and annual events. The day for which appointments are shown is displayed at the top of the Appointment Book. You can view the previous or next day's Appointment Book quickly by clicking the arrows at the top of the Appointment Book.

Click the notepad symbol at the top to add an event or annual event.


Schedule+ toolbar

Provides buttons for quick mouse access to the most commonly used commands and features in Schedule+. You can hide or display the toolbar by choosing the Toolbar command from the View menu.

You can see the name of each toolbar button in a ToolTip. When you point to a button with the mouse, the button name appears in a box. To display or hide ToolTips, choose the Options command from the Tools menu, and then select the Display tab.


Tabs

Choose a tab to display that part of your schedule. For example, to see the full-size To Do List, choose the To Do tab. By default, the following tabs are on your schedule: Daily, Weekly, Monthly, Planner, To Do, and Contacts. You can add tabs by choosing the Tab Gallery command from the View menu.


Status bar

When you select a menu or choose a command, the status bar summarizes the purpose of the menu or command and provides other information that helps you use Schedule+. When you're not choosing a command, the status bar displays the current date and time, regardless of the day or time you are viewing.

When you're working in the Appointment Book or the Planner, the right side of the status bar displays the currently selected time slot. When you're working in the To Do List, the right side of the status bar indicates what task filter is currently being applied.


Personal Planner View

  See Also

The Personal Planner view displays one day of your Appointment Book, as well as the tasks that are relevant for that day. It also includes a Planner and the Date Navigator.

The Personal Planner view is similar to the Daily view but includes a Planner.

Although the Personal Planner view isn't one of the default tabs, you can add it by choosing Tabs from the View menu. To display the Personal Planner view once you've added it, choose the Pers Plan tab in your schedule.


See Also

Daily View

Appointments in Schedule+

The To Do List

Using the Planner


Planner View

  See Also

The Planner view displays your free and busy times. If you are running Schedule+ in group-enabled mode, you can also see the free and busy times of other users. The Planner view also contains a Date Navigator and an Attendees box, so you can set up a meeting at a time that's convenient for everyone.

To display the Planner view, choose the Planner tab in your schedule. Although the Planner view is one of the default tabs, you can remove it by choosing it and then choosing the Remove Tab command on the View menu.

Planner View Options

Click the window region you want information about, or press TAB until the region is highlighted and then press ENTER.


See Also

Using the Planner

Use the Meeting Wizard

View Free or Busy Times

Invite Users and Resources


Planner

Displays colored vertical bars that represent your busy times and those of other users. You can double-click or right-click a busy time slot in the Planner view to display the appointment's time and description. If other users have given you appropriate access permissions, you can also see the descriptions of their appointments when you double-click or right-click them.


Attendees

Displays the attendees whom you plan to invite or have invited to the selected meeting. The attendees are listed by category, with the meeting organizer (you) at the top of the list. The check boxes determine whether a given category or attendee's free/busy times are displayed. The buttons preceding the categories are used to collapse and expand the list of attendees for a given category. The colored vertical bars identify the category of user in the free/busy display.


Request Meeting button

Displays a Schedule+ Meeting Request form, with the following information about the meeting filled in automatically: To, From, Location (optional), date, and time. You send this form to invite the other users to the meeting.


To Do List View

  See Also

The To Do List view displays tasks and projects on one grid. You can sort, filter, and group tasks to suit your needs, and you can choose to display all or some of the To Do List columns.

To display the To Do List view, choose the To Do tab in your schedule. Although the To Do List view is one of the default tabs, you can remove it by choosing it and then choosing the Remove Tab command on the View menu.

To Do List View Options

Click the window region you want information about, or press TAB until the region is highlighted and then press ENTER.


See Also

The To Do List

Add a Task

Add a Project


Task grid

Displays tasks and projects. Column headings indicate information about each task, such as it's description, priority, and end date.


Weekly Appointments View

  See Also

The Weekly Appointments view displays your appointments for as many as seven days. The Weekly Appointments view is similar to the Appointment Book portion of the Weekly Schedule view.

To display the Weekly Appointments view, select the Weekly tab in your schedule. Although the Weekly Appointments view is one of the default tabs, you can remove it by choosing it and then choosing the Remove Tab command on the View menu.


See Also

Weekly Schedule View

Appointments in Schedule+

Schedule an Appointment


Weekly Schedule View

  See Also

The Weekly Schedule view displays your appointments for as many as seven days, as well as your To Do List. The Weekly Schedule view is similar to a combination of the To Do List view and the Appointment Book portion of the Daily view.

Although the Weekly Schedule view isn't one of the default tabs, you can add it by choosing Tabs from the View menu. To display the Weekly Schedule view once you've added it, select the W Sched tab in your schedule.

Weekly Schedule View Options

Click the window region you want information about, or press TAB until the region is highlighted and then press ENTER.


See Also

Appointments in Schedule+

Schedule an Appointment

The To Do List

Add a Task


Monthly Calendar View

  See Also

The Monthly Calendar view displays your appointments a month at a time in a view that resembles a wall calendar.

To display the Monthly Calendar view, select the Monthly tab in your schedule. Although the Monthly Calendar view is one of the default tabs, you can remove it by selecting it and then choosing the Remove Tab command on the View menu.

Monthly Calendar View Options

Click the window region you want information about, or press TAB until the region is highlighted and then press ENTER.


Calendar area

Displays your appointments. You can double-click an appointment to see its details.


See Also

Appointments in Schedule+

Schedule an Appointment


Monthly Schedule View

  See Also

The Monthly Schedule view displays a month of appointments in a view that resembles a wall calendar, as well as the To Do List. The Monthly Schedule view is similar to a combination of the Monthly Calendar view and the To Do List view.

Although the Monthly Schedule view isn't one of the default tabs, you can add it by choosing Tabs from the View menu. To display the Monthly Schedule view once you've added it, select the M Sched tab in your schedule.


See Also

Monthly Appointments View

Appointments in Schedule+

Schedule an Appointment

To Do List View

Add a Task


Yearly Calendar View

  See Also

The Yearly Calendar view displays up to 12 calendar months, resembling 12 Date Navigators. You can display the previous or next year by clicking the arrows at the top of the view.

Although the Yearly Calendar view isn't one of the default tabs, you can add it by choosing Tabs from the View menu. To display the Yearly Calendar view once you've added it, select the Yearly tab in your schedule.


See Also

Appointments in Schedule+

Schedule an Appointment


Contacts View

  See Also

The Contacts view displays your contacts in a combined grid and business-card display. In the grid portion of the Contacts view, you can sort or group contacts to suit your needs, and you can choose to display all or some of the columns. You can add, remove, or change any contact in either the grid or business-card portion of the display.

To display the Contacts view, choose the Contacts tab in your schedule. Although the Contacts view is one of the default tabs, you can remove it by selecting it and then choosing the Remove Tab command on the View menu.

Contacts View Options

Click the window region you want information about, or press TAB until the region is highlighted and then press ENTER.


See Also

Managing and Tracking Business and Personal Contacts


Go To box

Type a person's last name here to jump to that person's entry in your Contact List.


Contact grid

Displays your contacts in a grid, so you can easily sort and group them. When you select a contact in the grid, the details for that contact appear on the business card portion of the display. You can add, change, or delete contact information from either portion of the Contacts view.


Business card

If a contact is selected in the grid portion of the display, the details for that contact appear here. If no contact is selected in the grid portion, the business card portion is empty, and you can type information in it to add a new contact. You can add, change, or delete contact information from this business card portion of the Contacts view.


Contact List View

  See Also

The Contact List view displays your contacts in a grid. You can sort and group contacts to suit your needs, and you can choose whether to display all or some of the Contact List columns. The Contact List view is similar to the grid portion of the Contacts view.

Although the Contact List view isn't one of the default tabs, you can add it by choosing Tabs from the View menu. To display the Contact List view once you've added it, select the Contact List tab in your schedule.


See Also

Contacts View

Managing and Tracking Business and Personal Contacts


Contacts and To Do List View

  See Also

The Contacts And To Do List view displays your contacts in a grid, along with the tasks you've associated with those contacts (in the Status tab of the Task dialog box). You can sort and group tasks and contacts to suit your needs, and you can filter tasks. You can also choose whether to display all or some of the Contact List and Task List columns. The Contacts and To Do List view is similar to a combination of the Contacts view and the To Do List view.

Although the Contacts And To Do List view isn't one of the default tabs, you can add it by choosing Tabs from the View menu. To display the Contacts And To Do List view once you've added it, select the Contact To Do tab in your schedule.


See Also

Contacts View

Managing and Tracking Business and Personal Contacts

To Do List View

The To Do List


Projects and To Do List View

  See Also

The Projects And To Do List view displays your projects and their associated tasks in separate portions of the display. You can sort, group, and filter the tasks to suit your needs, and you can sort the projects by priority. The Projects And To Do List view is similar to the To Do List view.

Although the Projects And To Do List view isn't one of the default tabs, you can add it by choosing Tabs from the View menu. To display the Projects And To Do List view once you've added it, select the Project To Do tab in your schedule.


See Also

To Do List View

The To Do List

Add a Task

Add a Project


Meeting Cancellation Read Form

You receive this form when the meeting's originator cancels the meeting. You can choose the Remove From Schedule button to remove the meeting from your schedule automatically. You can also view your schedule by choosing the View Schedule button.


Meeting Request Read Form

Invites you to a meeting. To reply to the request, choose Accept, Decline, or Tentative. If your name is listed in the To box, you are considered to be a required attendee by the meeting originator. If your name appears in the Cc box, your attendance is considered optional.

The Meeting Request form also tells you if there are appointments in your schedule that conflict with this one. You can click the exclamation-point button in the message to see the time and description of the conflicting appointment. To view your schedule, choose the View Schedule button.


Meeting Response Read Form

You receive this message when one of your attendees responds to your meeting request and chooses to include a message with their reply of Accept, Decline, or Tentative.

If the attendee replies by choosing Accept, Decline, or Tentative, you do not receive a message response because the reply is automatically recorded in the Appointment dialog box for that meeting on your schedule. If they also send a meeting response, their reply is also reflected at the top of the message, as well as in the symbol that precedes the message header in your Inbox.


Meeting Cancellation Send Form

Send this form to notify attendees that you have canceled the meeting. When you delete the meeting from your Appointment Book, Schedule+ asks whether you want to notify the attendees of the cancellation. If you choose to notify them, the Send Cancel form is displayed. The message the attendees receive automatically contains the notice that the meeting has been canceled. You can type an additional message if you like.


Meeting Request Send Form

Send this form to invite other users and resources to your meeting. When a Send Request form opens, it automatically contains the following information about the meeting: To, From, Location (optional), date, and time. Required attendees are listed in the To box, and optional attendees are listed in the Cc box. You send this form to invite the other users to the meeting.


Meeting Response Send Form

When you reply to a meeting request and choose the Send Response button to send additional information, a Send Response form opens, preaddressed to the meeting originator. The Send Response form automatically reflects your accept, decline, or tentative reply. You can type your additional message in the text area under the form's header.


Cover Page View

The Cover Page view displays a bitmap of the Microsoft Schedule+ program icon. You can add this tab to your schedule for privacy (choose the Cover tab when you step away from your office), or just for fun.

To display the Cover Page view, select the Cover tab in your schedule.


The Schedule+ Window

  See Also

The Schedule+ window consists of the following elements:

Several tabs (views)

A title bar

A menu bar

A toolbar

A status bar

By default, six views are displayed initially in the Schedule+ window: Daily, Weekly, Monthly, Planner, To Do, and Contacts. You can add or remove tabs to suit your needs.


See Also

Daily View

Weekly Appointments View

Monthly Calendar View

Planner View

To Do List View

Contacts View


Control Menu

Use this menu to adjust the appearance of windows in Schedule+. For more information, choose a command name.

Restore Command

Move Command

Size Command

Minimize Command

Maximize Command

Close Command


$ Restore Command (Control Menus)
Restore Command (Control Menus)

  See Also

Returns the active window to the previous size and location (before you maximized or minimized the window).

You can also restore a window by clicking the Restore button in the upper-right corner of the window when it is maximized.

  Restore button

To restore a minimized window, right-click the button on the tray and choose the Restore command, or click the button on the tray.


See Also

Minimize Command (Control Menus)

Maximize Command (Control Menus)


Move Command (Control Menus)

Moves the active window or dialog box. When you choose Move, the insertion point becomes a four-headed arrow. Use the arrow keys on the keyboard to move the window. When the window is in the location you want, press ENTER.

This command is unavailable if you maximize a window.

You can also move a window that is not maximized or an open dialog box by dragging the title bar.


Size Command (Control Menus)

  See Also

Changes the size of the active window. When you choose Size, the insertion point becomes a four-headed arrow. Use the arrow key on the keyboard to select the corresponding border you want to size. For example, use the right arrow key to resize the right border. When the window is the size you want, press ENTER.

This command is unavailable if you maximize a window.


See Also

Minimize Command (Control Menus)

Maximize Command (Control Menus)


Minimize Command (Control Menus)

  See Also

Reduces the active window to an icon.

You can also reduce a window to an icon by clicking the Minimize button in the upper-right corner of the window.

  Minimize button

Clicking the button on the tray for a minimized window restores the window to its former size.


See Also

Maximize Command (Control Menus)

Size Command (Control Menus)


Maximize Command (Control Menus)

  See Also

Enlarges the active window to fill the screen.

  Maximize button

You can also maximize the active window by clicking the Maximize button in the upper-right corner of the window.


See Also

Minimize Command (Control Menus)

Size Command (Control Menus)


Close Command (Control Menus)

  See Also

Closes the active window or an open dialog box.

The Close command on the Control menu closes Schedule+, but leaves other messaging applications running. You can also do this by choosing Exit from the File menu in Schedule+.

To close the active window, you can also choose the Close command on the File menu in Schedule+.

You can also close a window by double-clicking the control menu icon in the upper-left corner of the window.

To quit Schedule+ and sign out of all messaging applications, choose Exit And Log Off from the File menu in Schedule+.


See Also

Close Command (File Menu)

Exit And Log Off Command (File Menu)

Exit Command (File Menu)


Type of Items (Text Export Wizard)

Select the type of schedule data (such as tasks or contacts) to be exported to another file.


Range of Dates (Text Export Wizard)

Select the date range for the information you want to export.


Field Separator (Text Export Wizard)

Select the character (such as a comma or semicolon) you want to use to separate fields in the destination file. You can also select the character (such as " or ') to be used for enclosing string fields.


Carriage Returns (Text Export Wizard)

Specify whether to export text containing carriage returns and line feeds as a single line. Also, specify whether to export the field names on the first line of the destination file.


Add Fields (Text Export Wizard)

Specify which fields you want to export. For example, if you are exporting your contacts, you can choose to export one field (such as last name) or several fields.

To add one or more fields to the list of fields to be exported

1.	In the Available "item" Fields box, double-click the field that you want to export, or select it and choose the Add button.

The field you added appears in the Export Fields box.

Note  "Item" stands for the type of item (appointments, tasks, events, or contacts) you're exporting.

2.	Repeat this process for each field you want to add to the export list.

If you want to export all available fields, choose the Add All button.

To remove one or more fields from the list of fields to be exported

1.	In the Export Fields box, double-click the field you don't want to export, or select it and choose the Remove button.

2.	Repeat this process for each field you want to remove from the Export Fields box.

If you want to remove all fields from the list of fields to be exported, choose the Remove All button.

In the destination file, the fields appear in the order they are listed in the Export Fields box. To move a field higher in the list, choose the Move Up button. To move a field lower, choose the Move Down button.


Select File (Text Export Wizard)

Type the export destination filename, or choose the Browse button to select a destination file.


Select File (Text Import Wizard)

Type the name of the file to be imported into Schedule+, or choose the Browse button to select a file.


Field Names (Text Import Wizard)

Specify whether the first line of the file (displayed in the box) is a list of field names by choosing one of the Yes or No option buttons.


Field Separator (Text Import Wizard)

Specify the character (such as a comma or semicolon) that is used to separate fields in the file you are importing. Also, specify the character (such as " or ') that is used to enclose string fields in the file you are importing.


Types of Items (Text Import Wizard)

Specify the type of schedule data (such as tasks or contacts) contained in the file to be imported.


Field Type (Text Import Wizard)

For each field shown in the list, select the type of information (such as first name or home phone number) that you want it to be added to your schedule. For example, if the information you are importing consists of names and phone numbers, you identify which Schedule+ information type (such as home phone number) you want to relate to each imported field heading.

To select a type for a field

1.	From the list of fields in the left side of the box, select a field.

A list of possible types appears in the right side of the box.

2.	Click the arrow to display the entire list.

3.	Select the type you want to assign to the field.

4.	Perform the preceding three steps for each field you want to assign a type to.


Tools Menu

Change Password Command

Set Access Permissions Command

Make Meeting Command

Reschedule Meeting Command

Resend Request Command

Send Mail Command

Auto Pick Command

Options Command


Change Password Command (Tools Menu)

  See Also

Opens the Change Password dialog box, where you can change the password you use to log on to Schedule+.

Change Password Dialog Box Options

Changes the password you are currently using for your schedule. If you use Microsoft Exchange, your Schedule+ password is the same password you use to log on to Microsoft Exchange.

Old Password

If you are changing an old password, type your old password.

If you do not currently have a password, you won't be prompted to type your old password.

New Password

Type your new password.

Verify New Password

Type your new password again.


See Also

Change My Password


 Set Access Permissions Command (Tools Menu)

Opens the Set Access Permissions dialog box, where you can change the default permissions or set specific users' access level for your schedule.

Set Access Permissions Dialog Box Options

Users Tab

Set user-specific permissions.

Global Tab

Set global defaults for overlapping appointments, recurring appointments, and free/busy information.


Users Tab

Users

Lists users with permissions that you have specified. Any settings you choose with "Default" selected apply to all users for whom you have not specified other permissions.

Add

Select the name of a user for whom you want to set up permissions.

Remove

Removes the currently selected name from the Users list.

Permissions Details For name

User Role

Choose a role for the selected user. If you want to create a custom set of permissions, choose Custom.

None

Gives no permissions to the selected user.

Read

Allows the selected user read-only access, except for items marked Private.

Create

Allows the selected user to read existing items and create new items, except for items marked Private.

Modify

Allows the selected user to read and modify existing items, except for items marked Private.

Delegate

Allows the selected user to read existing items and modify them in the area chosen, including items marked Private.

Owner

Allows the selected user to modify all of your schedule. In addition, Owners can view and modify private items in your schedule, and they can change users' access permissions for your schedule.

Delegate Owner

Allows the selected user to modify all of your schedule, including private items and access permissions. In addition, Delegate Owners can send and receive meeting messages on your behalf.

Custom

Choose this option if you want to give the selected user a specific kind of access for a specific kind of item.

Appointments, Contacts, Events, And Tasks

If you chose the Custom option for User Role, select what kind of access you want to give the selected user in each catagory.

User Receives Meeting Requests Sent To Me

Select this option if you want the selected user to receive meeting requests sent to you. This option is unavailable if the default user is selected.


Global Tab

Disallow Overlapping Appointments

Selecting this check box prevents another appointment from being scheduled at the same time.

Disallow Recurring Appointments

Selecting this check box prevents recurring appointments from being scheduled in your Appointment Book.

Publish n Months Worth Of My Free/Busy Information

Type or select the number of months to make your free/busy information available to all users on the network.


Make Meeting Command (Tools Menu)

  See Also

Opens the Meeting Wizard, where you can set up a meeting.


See Also

Use the Meeting Wizard

Scheduling a Meeting


Reschedule Meeting Command (Tools Menu)

  See Also

Opens the Meeting Wizard, where you can change the time or date of a meeting, and then send a new meeting request. For information about a particular dialog box in the Meeting Wizard, choose the Help button in that dialog box.


See Also

Use the Meeting Wizard

Scheduling a Meeting

Reschedule or Cancel a Meeting


Resend Request Command (Tools Menu)

  See Also

Opens the meeting request form that you sent previously regarding the selected meeting. Make any changes you want, and then click the Send button to resend the request, or press the ESC key to close the meeting request.

This request is sent only to attendees from whom you have not yet received a response.


See Also

Use the Meeting Wizard

Scheduling a Meeting

Send a Meeting Request


Send Mail Command (Tools Menu)

  See Also

Opens a blank mail message regarding the selected meeting. If you originally set up the meeting, the names of all attendees you invited will appear in the To box. If you are an attendee of the meeting, the name of the meeting originator will appear in the To box.


See Also

Use the Meeting Wizard

Scheduling a Meeting

Send a Meeting Request


Auto Pick Command (Tools Menu)

  See Also

Locates a time slot available for all the attendees you have selected in the Planner. Choose this command again to locate the next available time. When you've found an acceptable time, choose the Request Meeting button to schedule a meeting.


See Also

Select a Meeting Time

Invite Users and Resources

View Free or Busy Times

Scheduling a Meeting

Using the Planner


Options Command (Tools Menu)

Opens the Options dialog box where you can indicate preferences for working in Schedule+.

Options Dialog Box Options

General Tab

Enter general information, such as start and end times of your working day, and whether or not to display daily reminders.

Defaults Tab

Set defaults for reminders and for task and project priorities.

Display Tab

Modify background colors, Planner colors, and other options.

Time Zone Tab

Choose a primary and secondary time zone.

Synchronize Tab

Set defaults for synchronizing changes in one schedule file with your regular schedule file.


General Tab

Set a variety of options for your schedule.

Calendar Name

The name of the active Appointment Book.

Week Starts On

Select the day you want to appear first in the Date Navigator and in the Monthly and Weekly views.

Day Starts At

Select the time that you want displayed at the top of your Appointment Book. Use the arrows to change the hour.

Day Ends At

Select the time your work day ends. Later times appear shaded in your Appointment Book.

Appointment Book Time Scale

In the list, select the time scale to be displayed in the Appointment Book.

Appointment Drag-Drop Time Scale

In the list, select the time scale that will be available when you move or extend an appointment within a day. For example, if you set the appointment drag-drop time scale to 15 minutes, you can drag an appointment's handles in the Appointment Book in increments of 15 minutes.

Prompt To Archive Data Over

Select the number of months after which you will be prompted to archive information in your schedule.

This Account Is For A Resource

Select this option if the active Appointment Book belongs to a resource (such as a conference room) rather than a user.

Set Daily Reminder

Select this option if you want a reminder to appear at the beginning of each work day, listing your tasks for the day.

Enable Reminders

Select this option to allow reminders to be displayed as pop-up messages and accompanied by a sound. If the Enable Reminders check box isn't selected, reminders don't display or sound an alarm.

Sound Audible Alarm

Select this option if you want an audible notice to accompany the reminder.

Automatically Accept Meeting Requests

Select this option to have Schedule+ automatically answer Accept to meeting requests that arrive in your Inbox. Schedule+ sends an Accept response to the meeting originator, schedules the meeting in your Appointment Book, and then deletes the message from your Inbox. If the sender included a message in the request, Schedule+ puts that information on the Notes tab of the Appointment dialog box for that meeting.

Automatically Remove Canceled Meetings

Select this option to have Schedule+ automatically remove meetings for which you receive meeting cancellation messages in your Inbox. Schedule+ removes the canceled meeting from your Appointment Book and then deletes the message from your Inbox.

Send Meeting Requests Only To My Delegate

Select this option if you have specified a delegate in the Set Access Permissions dialog box, and you want all meeting requests sent automatically to that person.


Display Tab

Select colors for displaying different elements in the active Appointment Book. If you open another user's Appointment Book, that Appointment Book will be displayed in the colors you have chosen.

Backgrounds

For each area, select a color from the list.

Appointment Book

Your schedule of appointments, in Daily and Weekly views.

Planner

The date and time grid on the Planner tab and on the Planner tab of the Appointment dialog box.

Grid

The To Do List, the Contacts List, and the Projects List, on whatever tabs they are displayed.

Page

The background in every view.

Planner

For each category of attendee, select a color from the list. These colored bars are displayed on the Planner tab and also on the Planner tab in the Appointment dialog box.

Owner

The name associated with the schedule file.

Required

Attendees listed under Required in the Attendees list.

Optional

Attendees listed under Optional in the Attendees list.

Resource

Items or locations listed under Resource in the Attendees list.

Font Size

Select the font size for text displayed in your schedule.

Show ToolTips

Select this option if you want to see a pop-up description when you position the mouse pointer over a button on the toolbar.

Show Gridlines

Select this option if you want to display gridlines in your Contact List, To Do List, and Projects List.

Show Week Numbers In The Calendar

Select this option if you want week numbers displayed preceding each week in the Navigator.

Show Events

Select this option if you want your events listed at the top of your Appointment Book.

Show Time Pop-up Window

Select this option if you want a pop-up window to display the date and time when you click a time slot in the Appointment Book.

Show Location

Select this check box to display an appointment's location with the description in the Appointment Book. If you do not select this check box, you can still specify locations for meetings and appointments, but that information is not displayed in the time slot for that activity. To see the location, you must look at the Appointment dialog box for that appointment.

Show Recently Used File List

Select this option to display recently opened files at the bottom of the File menu.


Defaults Tab

Specify defaults for your appointments and tasks.

Set Reminders For Appointments Automatically

Select this option to display reminders of upcoming appointments. To change the time that the reminder is displayed, type or select a new number. To change the time unit, select another unit from the list.

Set Reminders For Tasks Automatically

Select this option to display reminders automatically before your tasks. To change the time that reminders are displayed, type or select a new number. Select another time unit from the list. Select the task start date or end date as the reference point.

Default Task Priority

Type or select a default priority for new tasks.

Default Project Priority

Type or select a default priority for new projects.

Default Task Duration

Type or select a default duration for new tasks. To change the time unit, select another unit from the list.

Default Estimated Effort

Type or select a default length of estimated effort for new tasks. To change the time unit, select another unit from the list.

Default Business Phones

Select options from the lists. This affects the numbers displayed for contacts.

Default Home Phones

Select options from the lists. This affects the numbers displayed for contacts.


Synchronize Tab

Specify options about synchronizing your local schedule file with the file on the network.

Synchronize

Specify the interval (in minutes) at which you want Schedule+ to synchronize your local schedule file with the file on the network.

Always Synchronize Upon Exit

Synchronizes your schedule file on the network with your local schedule file when you quit Schedule+.

Work Primarily From Local File

Select this option if you want any changes you make in your Appointment Book to be saved in your local schedule file. You can update your schedule file on the network at any time by selecting the Synchronize Now button.

Synchronize Now

Synchronizes your local and network schedule files.


Time Zone Tab

Identify your primary time zone and a secondary time zone, if appropriate.

If you want to display both time zones side-by-side in your Appointment Book, type up to three characters (for example, "PST") to identify each time zone.

To display the secondary time zone in your Appointment Book, choose Second Time zone from the View menu.

If you work in two time zones or with colleagues in another time zone, you can identify a secondary time zone.

Primary Time Zone

Select a time zone from the list.

Adjust For Daylight Savings Time

Automatically adjusts the primary time zone for daylight savings time.

Secondary Time Zone

Select a time zone from the list.

Adjust For Daylight Savings Time

Automaticaly adjusts the secondary time zone for daylight savings time.


View Menu

Status Bar Command

Toolbar Command

Tab Gallery Command

Remove Tab Command

Columns Command

Custom Command

All Command

Typical Command

Few Command

Description Only Command

Group By Command

Sort Command

Filter Command

All Command

Upcoming Command

Active Command

Not Yet Completed Command

Completed Command

Overdue Tasks Command

Include Tasks With No End Date Command

AutoSort Command

Sort Now Command

Number Of Days Command

1 Command

2 Command

3 Command

4 Command

5 Command

6 Command

7 Command

Second Time Zone Command

Hide Private Text Command


Toolbar Command (View Menu)

  See Also

Displays or hides the toolbar.

The toolbar contains buttons for the most frequently used commands.

When the toolbar is displayed, this command is checked on the menu.


See Also

Display or Remove the Toolbar


Status Bar Command (View Menu)

  See Also

Displays or hides the status bar at the bottom of the Schedule+ window.

The status bar displays the current date and time, the selected time, and the filter that's applied to the To Do List.

When the status bar is displayed, this command is checked on the menu.


See Also

Display or Remove the Status Bar


Tab Gallery Command (View Menu)

  See Also

Opens the Tab Gallery dialog box, where you can add, remove, reorder, or rename tabs for views in your Schedule+ window.

When you select a tab listed in the Available Tabs box, Schedule+ displays an illustration and a description of the elements included on the tab.

Tab Gallery Dialog Box Options

Available Tabs

Choose the tab you want to add.

Show These Tabs

Lists the tabs that will be displayed in your Schedule+ window when you choose the OK button.

Add

Select the tab you want to include in your Schedule+ window, and then choose the Add button. You can change the tab title after adding it, and you can add as many tabs as you want.

Remove

Removes the selected tab from the Show These Tabs box. (The tab still appears in the Available Tabs box.)

Tab Title

The name of the tab selected in the Show These Tabs box. You can type another name of up to 30 characters.

Move Up

Moves the selected tab in the Show These Tabs box up one line. This tab appears one tab higher in your Schedule+ window.

Move Down

Moves the selected tab in the Show These Tabs box down one line. This tab appears one tab lower in your Schedule+ window.

Preview

An illustration of the tab selected in the Available Tabs box.

Description

A description of what will be displayed on the tab selected in the Available Tabs box.


See Also

Add or Remove Tabs

Remove Tab Command


Remove Tab Command (View Menu)

  See Also

Removes the displayed tab view from your Schedule+ window.

You can add the tab again using the Tabs command on the View menu.


See Also

Add or Remove Tabs

Tabs Command


Sort Command (View Menu)

  See Also

Opens the Sort dialog box, where you can specify how you want to view the items in your To Do List, Contacts List, or Projects List. You can select as many as three sort categories.

You can sort items in ascending or descending order.

You can also sort items by clicking the button at the top of each column. To reverse the sort order, press the CTRL key while clicking the button.

To add more columns to a list, choose Columns and then Custom from the View menu.

You can sort by columns that are not currently displayed.

The entries in this dialog box reflect the last sort selected. Sorts selected by clicking column headings are also reflected in this dialog box.

Sort Dialog Box Options

Sort items By

Choose the property that you want to sort by. To display all the available properties, select the down arrow.

Ascending

Choose Ascending to sort in alphabetical order or with the earliest date or lowest value at the top of the list.

Descending

Choose Descending to sort messages in reverse alphabetical order or with the most recent date or highest value at the top of the list.

Then By

If appropriate, select a second and third column by which to sort the list.


See Also

Sort Tasks

Sort a Contact List

Filter Tasks

Group Tasks

Filter Command

Group By Command


Group By Command (View Menu)

  See Also

Opens the Group By dialog box, where you can organize tasks, contacts, or projects in outline format with up to three levels. For instance, you can group tasks by end date and then group the tasks under each end date by priority.

You can expand and collapse grouped sections by clicking the plus or minus sign in the list.

Group By Dialog Box Options

Group items By

Select the first property by which to group the list. To display all the available properties, select the down arrow.

Ascending

Choose Ascending to list in alphabetical order or with the earliest date or lowest value at the top of the list.

Descending

Choose Descending to list messages in reverse alphabetical order or with the most recent date or highest value at the top of the list.

Then By

If appropriate, select a second and third column by which to group the list.


See Also

Group a Contact List

Group Tasks

Filter Tasks

Sort Tasks

Filter Command

Sort Command


Filter Command (View Menu)

  See Also

Displays a subset of tasks in your To Do List.

The filter currently in effect is displayed in the status bar when the To Do List is selected.


See Also

Filter Tasks

Sort Tasks

Group Tasks

Group By Command

Sort Command


All Command (Filter Menu)

  See Also

Displays all tasks in the To Do List, with no filter applied.


See Also

Filter Tasks

Filter Command


Upcoming Command (Filter Menu)

  See Also

Displays only tasks with a start date later than the date selected in the Navigator or the date displayed in the current view.


See Also

Filter Tasks

Filter Command


Active Command (Filter Menu)

  See Also

Displays only tasks that are scheduled to be active (and those that are overdue) on the date selected in the Navigator or the date displayed in the current view.


See Also

Filter Tasks

Filter Command


Not Yet Completed Command (Filter Menu)

  See Also

Displays tasks scheduled to be active on the date selected in the Navigator and those tasks with start dates later than the date selected in the Navigator.


See Also

Filter Tasks

Filter Command


Completed Command (Filter Menu)

  See Also

Displays only completed tasks.

Mark a task as completed by placing a check mark in the Completed column in the To Do List (if you have the Completed column displayed) or by changing the Percentage Complete option in the Task dialog box to 100%.

If an end date is associated with the task and you have selected the Mark As Done After End Date check box in the Task dialog box, the task is automatically marked as completed on the day after the end date.

Completed tasks appear with lines through them in the To Do List and a check in the Completed column if that column is visible.


See Also

Filtering Tasks

Filter Command


Overdue Tasks Command (Filter Menu)

  See Also

Displays only tasks that are overdue.

A task is overdue when it is incomplete and the current date is past the end date.

Overdue tasks appear in red in the To Do List and show an exclamation point to the right of the description.


See Also

Filtering Tasks

Filter Command


Include Tasks With No End Date Command (Filter Menu)

  See Also

Displays tasks that have no specified end date.


See Also

Filter Tasks

Filter Command


Columns Command (View Menu)

  See Also

Specifies which columns you want to display in the To Do List or Contacts List.


See Also

Change the To Do List Display


Custom Command (Columns Menu)

  See Also

Opens the Columns dialog box, where you can add, remove, or reorder the columns displayed in the To Do List, Contacts List, or Projects List. You can also change the width of the columns using this command.

You can also change the width of a column by positioning the mouse pointer between the column heading buttons and dragging the divider to a new location.

Columns Dialog Box Options

Available Fields

The columns that are not currently displayed.

Show These Columns

The columns that are currently displayed. The top-to-bottom order in this box is displayed from left to right in the list.

Add

Adds the column selected in the Available Fields box to the list. The column appears below the column selected in the Show These Columns box.

Remove

Removes the column selected in the Show These Columns box. The column then appears in the Available Fields box.

Move Up

Moves the selected column up one line in the Show These Columns box. The column moves to the left in your Schedule+ window.

Move Down

Moves the selected column down one line in the Show These Columns box. The column moves to the right in your Schedule+ window.

Width

The width, in pixels, of the selected column in the Show These Columns box. To change the width, select the number in the box and type the width you want.


See Also

Columns Command


All Command (View Menu)
All Command (Columns Menu)

  See Also

Displays columns for all items included in the selected list.


See Also

Columns Command


Typical Command (Columns Menu)

  See Also

Displays Completed, Description, Priority, Ends, Duration, Percent Complete, and Project columns in the To Do List.

In the Contact List, the Typical command displays Last Name, First Name, Business Phone, Company, Job Title, and Home Phone.


See Also

Columns Command


Few Command (Columns Menu)

  See Also

Displays Completed, Description, Priority, and Ends columns in the To Do List.

In the Contact List, the Few command displays Last Name, First Name, and Business Phone.


See Also

Columns Command


Description Only Command (Columns Menu)

  See Also

Displays Completed and Description columns in the To Do List.


See Also

Columns Command


AutoSort Command (View Menu)

  See Also

Automatically sorts your To Do List or Contact List whenever you add a new task or contact. The sort is based on what you have selected in the Sort dialog box.


See Also

Sort a Contact List

Sort Tasks


Sort Now Command (View Menu)

  See Also

Instantly sorts your To Do List or Contact List based on what you have selected in the Sort dialog box. If AutoSort is selected on the View menu, this command is unavailable.


See Also

Sort a Contact List

Sort Tasks

AutoSort Command


Number Of Days Command (View Menu)

  See Also

Indicates the number of days you want to display in either the Daily tab or the Weekly tab.


See Also

1 Command

2 Command

3 Command

4 Command

5 Command

6 Command

7 Command


1 Command (Number Of Days Menu)

  See Also

Displays one day on any tab that shows the Appointment Book.


See Also

Number Of Days Command


2 Command (Number Of Days Menu)

  See Also

Displays two days on any tab that shows the Appointment Book.


See Also

Number Of Days Command


3 Command (Number Of Days Menu)

  See Also

Displays three days on any tab that shows the Appointment Book.


See Also

Number Of Days Command


4 Command (Number Of Days Menu)

  See Also

Displays four days on any tab that shows the Appointment Book.


See Also

Number Of Days Command


5 Command (Number Of Days Menu)

  See Also

Displays five days on any tab that shows the Appointment Book.


See Also

Number Of Days Command


6 Command (Number Of Days Menu)

  See Also

Displays six days on any tab that shows the Appointment Book.


See Also

Number Of Days Command


7 Command (Number Of Days Menu)

  See Also

Displays seven days on any tab that shows the Appointment Book.


See Also

Number Of Days Command


Second Time Zone Command (View Menu)

  See Also

Displays a secondary time zone on the Daily tab, Weekly tab, or Planner tab in your Appointment Book. To define this time zone, choose Options from the Tools menu, and then choose the Time Zone tab.


See Also

Set and Change Time Zones


Hide Private Text Command (View Menu)

  See Also

Hides any text you have marked as Private.


See Also

Schedule an Appointment

Add a Task

Add a Contact by Using the Contacts Tab


Rename Tab Command

  See Also

Right-clicking a tab and then selecting this command opens the Tab Gallery dialog box, with the name of the selected tab displayed in the Tab Title box. Type a new name for the tab.


See Also

Add or Remove Tabs


Reorder Tabs Command

  See Also

Right-clicking a tab and then selecting this command opens the Tab Gallery dialog box, with the name of the tab selected in the Show These Tabs box. Choose the Move Up or Move Down button to reorder the tab.


See Also

Add or Remove Tabs


Select Schedule Information (Timex Watch Wizard)

Select the types of information you want to export to your Timex Data Link watch.

The Timex Watch Wizard displays how much watch memory the current selections will use. Alarms and time zone information do not use watch memory.


Appointments (Timex Watch Wizard)

Select how many and which type of appointments you want to export to your Timex Data Link watch.

Download

Select the number of days of appointments you want to export, and specify whether you want to export exactly that number of days or at least that number of days.

If you choose to download at least some number of days, Schedule+ fills any remaining watch memory with appointments occurring after that number of days. For example, if you specify that you want to download at least 10 days of appointments, Schedule+ fills any remaining memory with appointments that are scheduled after 10 days.

Starting From

Specify whether to start downloading appointments from today's date or from a different date.

Include The Location Text Before The Description Text

Select this option to include location information (if any) for appointments that you download.

Include Tentative Appointments

Select this option to download tentative appointments to your Timex Data Link watch.

Set Reminders

Select this option to set reminders for all your downloaded appointments.


Tasks (Timex Watch Wizard)

Select which tasks you want to download to your Timex Data Link watch. You can download all tasks or only tasks with a priority higher than or equal to a priority that you specify.

All Active Tasks

Select this option to include only tasks that are currently active.

Exactly

Specify the number of days worth of active tasks that you want to download, and then specify a priority.

Set Reminders

Select this option to set reminders for all your downloaded appointments.

From

Specify whether to start downloading appointments from today's date or from a different date.


Phone Numbers (Timex Watch Wizard)

Select the contacts whose phone numbers you want to download to your Timex Data Link watch. Click a contact's row to select or remove that contact's phone number. Schedule+ displays the number of phone numbers you've selected at the top of the dialog box.


Annual Events (Timex Watch Wizard)

Select the annual events you want to download to your Timex Data Link watch. Click a row to select or clear an annual event. Schedule+ displays the number of annual events you've selected at the top of the dialog box.


Alarms (Timex Watch Wizard)

You can create up to five custom alarms for your Timex Data Link watch.

To create an alarm for your watch

1.	Select one of the five Alarm boxes.

Additional setting boxes appear in that alarm's row.

2.	In the Text box, type a brief description of the alarm.

This description appears on your watch display when the alarm sounds.

3.	In the Time box, type or select the time of day you want the alarm to sound.

4.	If appropriate, select a different frequency (Monthly or Yearly) in the Occurrence box.

5.	For monthly or yearly alarms, select the date on which the alarm will occur.


Time Zones (Timex Watch Wizard)

Select whether to use Schedule+ time zone settings or custom time zone settings for your watch.

To specify a custom time zone

1.	Select the Use Custom Time Zone Settings option button.

2.	In the Primary Time Zone box, select a primary time zone and then type a 3-character abbreviation for it in the box above.

3.	If you don't want dates and times in the primary time zone to be adjusted for daylight savings time, clear the Adjust For Daylight Savings Time check box.

4.	If you want times in the primary time zone to be displayed in 24-hour format, select the 24-Hour Format check box.

5.	If you want to specify a secondary time zone for your watch, select a time zone from the Secondary Time Zone box and then type a 3-character abbreviation for it in the box above.

6.	Select the Adjust For Daylight Savings Time and 24-Hour Format check boxes that you want for the secondary time zone.


Export (Timex Watch Wizard)

Send the selected schedule information to your Timex Data Link watch. To send the information, hold the watch's face a few inches from the computer screen, and then choose OK.

Recalibrate

Choose this button, and follow the instructions to recalibrate your watch. If you're experiencing any problems with downloading schedule information to your watch, recalibrate your watch and try downloading again.