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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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