To Do List
The To Do List, is a feature which allows you to enter meetings or tasks that are to occur at a later date. You may review the list on your computer window as well as have the computer remind you when it is time to perform a particular task. In addition, you have the ability to enter tasks to be performed by others and to have those tasks automatically appear on the list of another individual.
Click on the word "file" in the upper left corner of your Design Manager window and select To Do List from the menu that appears. A new window will appear containing all of the activities on your schedule. If this is the first time you have used the To Do List, then no activities will have been entered. Click on the Add button in the lower left to add an activity to the list. The To Do List Task/Appointment window will appear. You will use this window to enter the activities.
Use the Task/ Desc box to enter the wording that describes the activity. The date and time that the activity is to occur should be entered in the boxes directly below the description of the activity. Below the date and time you will see a box titled This Is For. It will initially be set to contain the word "me", indicating that you are the person who will perform this activity or has this
appointment. By clicking on the arrow to the right of the This Is For box you will be able to select any Design Manager user from the list that appears. If you leave this selection set for "me" then the activity will appear on your list of things to do. If you select another user then the activity will appear on the list of that person’s activities. You also have the option of selecting the word "everyone". In this case the activity will be added to the list of each Design Manager user. Note that once you make the selection and leave this window you will not be able to change the contents of the This Is For checkbox. Be careful not to place the activity on the list of the wrong individual, you cannot delete the activity from that individuals list without logging in to Design Manager with their password. The Reminder box is used if you would like the computer to interrupt you and remind you of the task to be done. If you review your list of activities each day, then you may choose to leave this Reminder box blank and not be reminded. To place a value in the Reminder box, simply click on the arrow to the right of the box and select from the list how far in advance you would like to be reminded. Design Manager must be actively running for the reminder to appear. If the time to remind you arrives and Design Manager is not active, then you
will be reminded as soon as you start Design Manager. Additional boxes below the Reminder box allow you to enter the project, contact name, telephone number and fax number if such information is applicable. This additional information will appear on your To Do list, relieving you of the need to look it up.
Normally your To Do list will appear on the computer window whenever you start Design Manager. In some cases you may prefer to call the list onto the window yourself rather than having it automatically appear. At the bottom of your list of scheduled activities you will see a small square box titled "Do not show this window at start up". Place a checkmark in this box to keep your list of activities from automatically appearing. To call the list on to the window
manually simply click on the word "file" in the upper left corner of Design Manager and select To Do List from the menu that appears. When you complete an activity, you can indicate to the computer that the activity is completed by placing a checkmark to the left of that activity in the completed column. Note that the activity will remain on the list for the rest of the current day. It will not be dropped until the day after the activity is marked complete.
Appointment Calendar
The appointment calendar is integral with the To Do list (see above). When you put an item on the appointment calendar be sure to select Me in the This Is For box. This will create a list of appointments integrated with your to do list that can only be viewed with your Design Manager password.
Rolodex®
Design Manager includes an on-screen Rolodex® containing your clients, projects, vendors, and employees. You can access the rolodex directly from the tool bar by clicking on the button. This will open the Rolodex® window shown below.
The screen shows only clients and vendors selected. You can select any combination of address listings shown at the top of the window. You can sort the list by any of the column headings simply by clicking on the column label. If you click on the column label "Name" then you will see >> appear next to the word Name and the column will be sorted in name order.
You can use this screen to update the address files. By double clicking on a record, you will open the enter/edit window for that record. If you double click on a vendor record then it will open the vendor entry/edit window. Note that there is a scroll bar at the bottom of the window and more information is displayed off to the right.