10 Minute Guide to Schedule+ for Windows 95
- Lesson 19 -
Customizing Your Schedule
In this lesson, you will learn how to customize your Schedule+ program.
The Options Dialog Box
You learned a little about customizing your Schedule+ program back in Lesson 4
when you changed the time increments on the Daily view tab and customized the background
colors. There are some other ways you can customize the program using the Options
dialog box.
To open the Options dialog box, simply pull down the Tools
menu and select Options. To close the dialog box at
any time without activating your changes to the settings, click on the
Cancel button.
The following descriptions tell what each tab in the Options dialog box contains:
- The Defaults tab contains default settings for appointments,
tasks, and contacts.
- The General tab has options for controlling your workweekís
start day, work and non-work hours, and
- options for using the reminder feature.
- The Display tab holds settings for controlling the colors and
backgrounds of the Schedule+ features.
- The Time Zone tab enables you to select a time zone for your
schedule. (You learned how to change time zones in Lesson 4.)
- The Synchronize tab enables you to synchronize the schedule
on your computer with the schedule you post on the network. This is useful if you
use Schedule+ in a network situation.
In the next few sections, you learn how to use the Options dialog box to help
you customize your own Schedule+ program.
Changing Default Options
The Defaults tab holds all your Schedule+ default settings, such as whether the
program adds reminders to every appointment you type in on the daily schedule.
Hereís a summary of the various settings and what they control:
- The Set reminders for appointments automatically check box enables
you to control whether Schedule+ automatically assigns a reminder icon to any appointment
you type into your daily schedule in the Daily view tab. The options directly below
the check box enable you to designate the default time setting the program assigns
to the reminder and the time increment format (hours, minutes, and so on).
- The Set reminders for tasks automatically check box enables
you to add reminders to any tasks you enter into the To Do list grid in the To Do
tab. The options directly below the check box enable you to designate dates regarding
the reminders.
- The Default task priority and the Default project priority
options enable you to assign priority levels to the tasks and projects you enter
into your To Do list grid.
- Use the Default task duration option to set a default time length
in days (or weeks or months) to the tasks you add in the To Do list grid; use the
Default estimated effort option to set a time span for the tasks.
- The Default business phone and Default home phone
settings change the primary phone numbers the program displays in the Contacts list.
Follow these steps to change the default settings:
- 1. With the Options dialog box open on your screen, click on the Defaults tab to bring it to the front of the dialog box, as
shown in Figure 19.1.
-
Figure 19.1 The Defaults tab.
-
- 2. Select the option you want to change, or make changes directly in the
settings boxes.
3. Click on the OK button to put the new default
settings into effect.
You can always reopen the Options dialog box and the Defaults tab to adjust the
settings again later.
Specifying Workweek and Workday
The General tab in the Options dialog box holds settings that affect when your
schedule week starts, which days are work days and non-work days, which hours are
work hours and non-work hours, and what time increments Schedule+ displays, among
other things. You learned how to change time increments on your schedule in Lesson
4.
The time increment display is rather obvious when you see your schedule, but the
designated workdays and work hours may not be so obvious. Take a look at Figure 19.2.
Which day your workweek starts on affects the display of days in the Date Navigator
calendar and the days of the week in the Weekly view tab. The workdays and hours
also have an effect on the background colors of your schedule. The workweek appears
in a brighter shade of color on the schedule, and non-work days and hours appear
in a darker shade.
Figure 19.2 The subtle differences in color on your schedule represent
work days and hours and non-work days and hours.
Not everybody uses the same workdays and work hours, so you can adjust these settings
on Schedule+ to help you tailor the program to your situation. To change the settings
for workweeks and workdays, you use the General tab in the Options dialog box.
To change which day of the week your workweek starts on and which work hours you
want to focus on, follow these steps:
- 1. With the Options dialog box open, click on the General
tab to bring this tab to the front, as shown in Figure 19.3.
-
Figure 19.3 The General tab in the Options dialog box.
- 2. To change the day, click on the Week starts on
drop-down list arrow and select the appropriate day.
3. To change the hours you designate as your work hours and non-work hours, change
the settings in the Day starts at and Day
ends at drop-down list boxes.
4. To exit the dialog box and put the settings into effect, click OK.
Also in the General tab are options for changing your scheduleís name, controlling
how your reminder boxes appear to remind you of an appointment or task, and setting
up your schedule as a source account. The following points explain how to use these
other General tab options:
- To change the name of your schedule, click on the Calendar
name box and type a new name over the existing name.
- Make sure you select the Sound audible alarm and
Enable reminders check boxes if you want to be able
to hear and see the reminders you assign to appointments and tasks.
- If youíre using Schedule+ on a network, you can set up your schedule as a source
account by selecting the This account is for a resource
check box. This is only necessary if youíre in charge of scheduling conference rooms
or equipment with your calendar.
Customizing Tabs
By default, Schedule+ starts out with six tabs to view different features of the
program: Daily, Weekly, Monthly, Planner, To Do, and Contacts. However, you can customize
the tabs. For instance, if you want to use two Daily view tabs, one showing an enlarged
Appointment Book and another showing an enlarged daily To Do list box, you can add
another Daily view tab and give it another name.
If you use Schedule+ on a network, the ability to use a tab more than once is
especially handy. For example, if youíre assigned the role of Delegate Owner and
are responsible for tracking your bossís schedule, you need a second set of tabs
in Schedule+ to help you manage your bossís schedule as well as your own.
To add a tab to Schedule+, follow these steps:
- 1. Open the View menu and select Tab
Gallery.
2. This opens the Tab Gallery dialog box, shown in Figure 19.4. The list on the
left side of the box shows available tabs, and the list on the right shows tabs the
program currently displays.
3. Select the tab you want to add from the Available tabs
list box. (Click on the name to select it.)
4. Click on the Add button to add the tab to the
list on the right.
5. In the Tab title text box, type a new name for
the tab.
-
Figure 19.4 The Tab Gallary dialog box enables you to add or remove tabs.
- 6. To rearrange the order of tabs on the list, use the Move
Up and Move Down buttons. Click on the tab you
want to relocate in the list and click on the appropriate up or down button until
the tabís name reaches the correct order in the list.
7. When you finish with the Tab Gallery box, click OK
to exit and put your additions into effect.
To remove a tab at any time:
- 1. Open the Tab Gallery dialog box.
2. Click on the tab you want to remove in the Show these
tabs list.
3. Click on the Remove button.
4. Click OK to exit the dialog box.
In this lesson, you learned how to customize different elements of your Schedule+
program. In the next lesson, youíll learn how to import and export schedule data.
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