Palm OS version 3.0 is required. Visit http://www.standalone.com/palmos/ to obtain an updated list of supported Palm Powered devices. This manual refers to any compatible device as a “Palm Powered handheld.”

Desktop date book software such as Microsoft Outlook or the Palm Desktop is required to synchronize DateMan with a desktop computer. Read your Palm Powered handheld documentation for procedures to install this software.

1.3. Purchasing DateMan

DateMan is shareware, software that you can download and try for free. After 30 days, the software will only work with a valid registration code. There are several ways to order the registration code:

· Order online at our website. This is the easiest way to register. The online shopping cart uses security features that are supported by current Netscape or Internet Explorer browsers (version 4.0 or higher).

· E-mail your registration information to sales@standalone.com. We will send the registration code.

· Fax your order to us at (773) 477-2579.

The registered version of DateMan includes all of the features available in the demo version. Your purchase includes free upgrades to any future version of DateMan.

1.3.1. Necessary Information

Have the following information ready before you register:

· Your exact name as it is entered in your Palm Powered handheld, including spaces.

· The complete list of programs that you wish to register.

· Payment information. We accept Visa, MasterCard, American Express, Discover and personal checks. To pay with a credit card, provide the card number, the expiration date, and the type of card.

· Contact information. Please provide an e-mail date, mailing date, and phone number.

1.3.2. Entering the Registration Code

To enter the registration code before the 30 day evaluation period has expired:

1. Open DateMan from the Applications menu.

2. Select Options → Enter Registration Code from the menu. The Enter Reg Code screen containing a numerical keypad appears. The Name field shows your name as it is entered into your Palm Powered handheld.

3. Tap the numerical keypad to enter the registration code.

4. Tap the Register button.

To enter the registration code after the 30-day evaluation period has expired:

1. Open DateMan from the Applications menu. The registration information screen appears.

2. Tap Enter Registration. The Enter Reg Code screen containing a numerical keypad appears. The Name field shows your name as it is entered into your Palm Powered handheld.

3. Tap the numerical keypad to enter the registration code.

4. Tap the Register button.

If you have any questions about registration or our registration policy, please feel free to e-mail us at sales@standalone.com.

1.4. Contacting Stand Alone, Inc.

There are several ways to get in touch with us. E-mail is preferred. If you have any questions, comments, or suggestions, please do not hesitate to contact us.

1.4.1. E-mail

Internet: info@standalone.com

1.4.2. Fax

Fax: (773) 477-2579

1.4.3. Regular Mail

Stand Alone, Inc.
707 W. Junior Terrace, #2N

Chicago IL, 60613
USA

1.4.4. World Wide Web

http://www.standalone.com

1.5. Customer Support

Please e-mail us at techsupport@standalone.com if you have problems starting or running DateMan. Include the following information to help us isolate and identify the problem:

The type of Palm Powered handheld that you are using (example: Palm IIIx)
The software name and version number. Select Options → About DateMan from the menu to view the software name and version number (example: DateMan for Palm OS®, version 1.0b1).
Any error messages that accompany the problem.
A brief description of how we can recreate the error.
Your name and e-mail date.

2. Overview

Your Palm Powered handheld has a built-in Date Book and a built-in To Do List to organize events and to do items. DateMan adds powerful new features and an improved graphical interface to these applications.

Figure 1 Built-In Date Book

Figure 2 DateMan

2.1. Supported Features

DateMan adds many convenient features while remaining backwards-compatible with the built in Date Book and To Do List. (Table 2)

Task	Built-In Date Book & To Do List	DateMan
Schedule a Timed or Untimed Event	þ	þ
Schedule Repeating or Continuous Events	þ	þ
Show Schedule by the Day, Week, or Month	þ	þ
Use the Stylus Move Events within the Planner	þ	þ
Set an Alarm for an Event	þ	þ
Set Frequency and Duration of Alarm Sounds	þ	þ
Launch Application by Pressing the Date Book Button	þ	þ
Create a To Do List Item	þ	þ
Set the Priority of a To Do List Item	þ	þ
Check Off To Do List Items	þ	þ
Put Events and Items into Categories	þ	þ
Control the Appearance of the To Do List	þ	þ
Show appointments and contact information on the same screen		þ
Color Code Appointments		þ
Associate Special Icons with Appointments		þ
Create New Appointments and Tasks from a Template		þ
Show a Quarterly or Yearly Schedule		þ
Show a Horizontal Timeline in the Day View		þ
Link Appointments to Tasks, Name Cards, or Memos		þ

Table 2 Comparison of Built-In Features and DateMan Features

After installing DateMan you can still use the built-in Date Book and To Do List. If you choose to uninstall DateMan, all events and to do items remain intact.

2.2. Standard Fields

Appointments, events, and tasks are made up of sections called fields. Standard fields are common to DateMan, the built-in Date Book, and desktop organizers. You can also beam standard fields to and from Palm handhelds that do not have DateMan. The standard fields are:

· Date

· Start Time

· End Time

· Description

· Alarm Switch

· Repeat

· Private

· Note

2.3. Additional Fields

Additional fields are available in DateMan, but not in the built in Date Book or To Do List. Additional fields include:

Location
Contact
Phone Number/E-mail
Links

Only DateMan can be used to enter information into additional fields.

2.4. Using DateMan with SuperNames

The Productivity Pack bundles DateMan with our address book product, SuperNames. Use these applications together to activate additional features, such as two-way links between appointments and contact information. Read Section 7.3, Linking to SuperNames Name Cards for procedures to create these links.

3.Viewing Appointments

There are several ways to view your schedule in DateMan. Tap the view selector or push the Date Book button to switch between views.

Figure 3 View Selector

Figure 4 Date Book Button

Selector Icon	View	Purpose	Comments
	Today View	Show the current day’s appointments and tasks.	Tap the date in the menu bar to go to a different date.
	List View	List all upcoming appointments and tasks by date.
	Day View	Show appointments and tasks within an hourly planner.	The top section of the screen shows events and tasks. The bottom portion of the screen shows appointments within a timetable. Change the duration or start time of an appointment by tapping and dragging with the stylus. Read Section 5.9, Entering or Changing Appointments Graphically.
	Week View, Day Planner Style	Show appointments and tasks for the current week.
	Week View, Classic Style	Show appointments and tasks within a weekly planner.	Drag items within the planner to reschedule them to a different day of the same week.
	Month View	Show the month as a standard calendar. Icons identify appointments and tasks.
	Quarter View	Show calendar across a three-month span. Show today’s appointments and tasks in an abbreviated format.
	Year View	Show all months in the current year.

Table 3 View Selector Buttons

Use the scroll buttons on the front panel of your handheld to move forward or backward through the views.

4.Using the Menu Bar

Menu bar buttons provide quick access to various features. (Figure 5)

Figure 5 Menu Bar Buttons

Button	Name	Purpose	Comments
	Links	Add a link to the current appointment, event, or task.
	Two-line items	Expand / condense entries between one and two line formats.
	Alarm Off / On	Open Set Alarm screen. Show whether the alarm for the currently selected appointment is not set or set.	Read Section 5.15, Setting an Alarm.
	Additional Fields	Add / remove location, contact, phone/E-mail, or Time Bar.
	Security Settings	Add or remove privacy settings from an appointment, event, or task.	Read Section 9, Using Security Features.
	Show / Hide Settings	Show or hide information in the current view.
	Show appointment icons or clock icons	Show Appointment Icons or Clock Icons in the Calendar View.
	Notes	Add notes.	A blank page icon indicates that no notes have been added. A page icon with lines indicates that notes have been added.
	Expand / Compress	Expand or collapse appointment entries.
	Font	Change font size.
	Multiday events.	Tap to show or hide multiday events appearing in the Month View.
	SuperNames shortcut	Open SuperNames.	SuperNames must be installed.

Table 4 Menu Bar Shortcuts

5.Entering Appointments and Events

This section explains how to enter different types of appointments and events.

Appointment / Event	Description	Examples
Timed appointment	Occurs once on a specific date. Includes a start and stop time.	Doctor’s appointment. Business Luncheon.
Untimed event	Occurs once on a specific date. Does not include a start and stop time.	Project deadline.
Multiday event	Occurs over a series of consecutive dates. Does not include a start and stop time.	Business convention. Vacation.
Recurring appointment	Occurs periodically. Includes a start and stop time.	Yoga class. Quarterly business meeting.
Recurring event	Occurs periodically. Does not include a start and stop time.	Anniversary. Birthday. Tax deadline.
Task	An untimed or recurring event that includes a Complete checkbox and a numeric Priority.	Pick up dry cleaning. Water plants.

Table 5 Types of Appointments and Events

5.1. Entering a Timed Appointment

To enter a timed appointment:

Tap the New button. A pop-up menu appears.
Tap Appointment on the pop-up menu. The appointment editing screen appears.
Tap the date selector.(Figure 6) The Select a Date screen appears.
Tap the desired month and day on the calendar. The appointment editing screen reappears with the selected date.
Tap the time selector.(Figure 6) The Select a Time screen appears.
Tap the Start Time box.
Tap the start time within the hour and minute selectors.
Tap the End Time box.
Tap the end time within the hour and minute selectors.
Tap OK. The appointment editing screen reappears with the selected time.
Enter the Description.
Tap OK. The appointment appears in the scheduler.

Figure 6 Date and Time Selectors

5.2. Entering an Untimed Event

To enter an untimed event:

Tap the New button. A pop-up menu appears.
Tap Event on the pop-up menu. The appointment editing screen appears.
Tap the date selector.(Figure 6) A calendar screen appears.
Tap the desired month and day on the calendar. The appointment editing screen reappears with the selected date.
Enter the Description.
Tap OK. The event appears in the scheduler.

5.3. Entering a Multiday Event

To enter a multiday event:

Tap the New button. A pop-up menu appears.
Tap Multiday Event on the pop-up menu. The appointment editing screen appears.
Tap the date selector.(Figure 6) A calendar screen appears.
Tap the desired month and starting day on the calendar. The appointment editing screen reappears with the selected date.
Tap the ending date selector located immediately below the date selector. The Change Repeat screen appears.
Tap the End On pulldown selector. A pull-down menu appears.
Select Choose Date from the pull-down menu. The Select End Date screen appears.
Tap the desired month and ending day on the calendar. The Change Repeat screen reappears.
Tap OK. The appointment editing screen reappears with the selected end date.
Enter the Description.
Tap OK. The multiday event appears in the scheduler.

5.4. Entering a Recurring Appointment

The following example explains how to enter a recurring appointment for a business meeting that occurs at 10 AM on the first Monday of every third month. Modify parts of this procedure as necessary to enter different recurrence schemes.

Tap the New button. A pop-up menu appears.
Tap Appointment on the pop-up menu. The appointment editing screen appears.
Tap the date selector. (Figure 6) The Select a Date screen appears.
Tap the year and month in which the repeating appointment will first occur. In this case, the month and year is January, 2004.
Tap the first Monday on the calendar. The appointment editing screen reappears with the selected date.
Tap the time selector. (Figure 6) The Select a Time screen appears.
Tap the Start Time box.
Tap the start time within the hour and minute selectors.
Tap the End Time box.
Tap the end time within the hour and minute selectors.
Tap OK. The appointment editing screen reappears with the selected time.
Tap the repeat selector, directly on the words No Repeat. The Change Repeat screen appears.
(If you tap the selector pull-down arrow and see a pop-up menu, select Other to open the Change Repeat screen.)
Tap Month.
Enter 3 in the field labeled Every: __ Month(s)
In the Repeat By selector, tap Day. The desired recurrence scheme appears as a sentence in the lower rectangle, The 1^st Monday of every 3^rd month. (Figure 7)
Tap OK. The appointment editing screen appears showing the selected date, time, and recurrence scheme.
Enter the Description. (Figure 8)
Tap OK. The appointment appears in the scheduler.

Figure 7 Entering the Quarterly Meeting

Figure 8 Describing the Quarterly Meeting

NOTE: If you did not get the desired result in step 16, tap Cancel and exit the Change Repeat screen. Verify that the date selector in the appointment editing screen is set to the desired date, and then reopen the Change Repeat screen.

5.5. Entering a Recurring Event

Do the following steps to enter a recurring event such as a wedding anniversary:

Tap the New button. A pop-up menu appears.
Tap Event on the pop-up menu. The appointment editing screen appears.
Tap the date selector.(Figure 6) A calendar screen appears.
Tap the month and day of the anniversary. The appointment editing screen reappears with the selected date.
Tap the repeat selector directly on the words No Repeat. The Change Repeat screen appears.
(If you tap the selector pull-down arrow and see a pop-up menu, select Other to open the Change Repeat screen.)
Tap Year. The desired recurrence setting appears as a sentence in the lower rectangle. (e.g. December 27^th every year).
Tap OK. The appointment editing screen appears showing the selected date, time, and recurrence scheme.
Enter the Description.
Tap OK. The anniversary appears in the scheduler.

5.6. Entering a Task

To add a task:

Tap the New button. A pop-up menu appears.
Tap To Do Task on the pop-up menu. The To Do editing screen appears.
Tap the date selector. A pop-up menu shows several time intervals.
Choose the amount of time to allocate to the task, or, to set a specific completion date for the task, tap Choose Date… from the pop-up menu and select the date from the calendar.
Enter the Description.
Select a numeric Priority from the pull-down selector.
Associate an icon with the task if desired. (Read Section 5.14.2 , Associating an Icon with an Appointment.)
Tap OK. The task appears in the scheduler.

To enter a recurring task, open a new task and then follow the same procedure for entering a recurring event. Read Section 5.5, Entering a Recurring Event.

To check off a task, tap its Complete checkbox. The Day Planner, List, Timed Day Planner, and Weekly Calendar all show this checkbox.

5.7. Changing an Appointment, Event, or Task

DateMan provides several methods to change the date, start time, duration, or recurrence settings of an appointment, event, or task. As a general rule, tap directly on the information that you want to change. Figure 9 shows where to tap to change parts of a yoga class appointment.

Figure 9 Sections of an Appointment in the List View

Figure #	Action	Comments
1.	Tap icon to show the Appointment Pop-Up Menu.	Read Section 5.8, Using the Appointment Pop-Up Menu.
2.	Tap date to change date in the Select a Date screen.
3.	Tap time to change time in the Change Time… screen.
4.	Tap description to change description in the appointment editing screen.
5.	Tap recurrence icon to change recurrence settings.	Read Section 5.4, Entering a Recurring Appointment.
6.	Tap links icon to add or remove links associated with the appointment.	Read Section 7, Linking Data.

Table 6 Sections of the Yoga Class Appointment in Figure 9

5.8. Using the Appointment Pop-Up Menu

Tap the icon of an appointment, event, or task to show the Appointment Pop-Up menu. (Figure 10)

Figure 10 Appointment Pop-up Menu

Menu Item	Action	Comments
Edit	Open the appointment editing screen.
Change Date	Change date in the Select a Date screen.
Delete	Delete the appointment or event.
Beam	Beam the appointment or event via the infra-red (IR) port to another Palm handheld.	Read Section 10, Beaming and Sending Information.
Select Icon	Select a different icon.	Read Section 5.14.2, Associating an Icon with an Appointment.
Follow Up Meeting	Schedule a follow-up meeting.	Read Section 5.11, Scheduling Follow-Ups.
Follow Up Task	Schedule a follow-up task.	Read Section 5.11, Scheduling Follow-Ups.
Add Contact	Add a SuperNames name card.	Read Section 7.3, Linking to SuperNames Name Cards.

Table 7 Appointment Pop-up Menu Items

5.9. Entering or Changing Appointments Graphically

In the Day View and the Classic Style Week View, tap and drag with the stylus to create or change appointments.

To change the start time of an appointment in Day View:

Tap the Day View icon . The Day View appears.
Locate an appointment, such as a yoga class.
Tap near the bottom of the white section of the appointment and drag up or down to shorten or lengthen the appointment.(Figure 11)
Tap within the black header bar and drag up or down to move the appointment to a different time of the day.(Figure 11)

Figure 11 Changing an Appointment

To create a new appointment in the Day View:

Tap and drag the stylus over empty time slots in the schedule. An empty appointment box appears.
Tap the empty appointment box. The appointment editing screen appears.
Enter the appointment Description.
Tap OK.

5.10. Entering Additional Details

DateMan enables you to associate a location, contact, phone number, or e-mail address with any appointment, event, or task. To enter additional details:

Locate the desired appointment, event, or task in one of the views and tap it with the stylus. The appointment editing screen appears.
Tap the checkbox icon in the menu bar of the appointment editing screen. A pop-up list appears.
Select Show Location from the pop-up list. A field labeled Where appears at the bottom of the description area.
Enter a location in the Where field.
If desired, repeat the previous steps to add a contact, phone number, or e-mail address.
Tap OK.

5.11. Scheduling Follow-Ups

If an appointment or event will occur at some future date with the same description, start time, or additional details, enter a follow-up appointment to avoid reentering information:

Find the appointment or event on which the follow-up will be based.
Tap the icon of the appointment with the stylus. The Appointment Pop-up menu appears.
Tap Follow Up Meeting. The appointment editing screen appears with the desired description, date, and start time already entered.
Adjust the date, start time, and additional information as desired.
Tap OK.

5.12. Spotting Scheduling Conflicts

It is possible to schedule events that overlap. Use the Day View and the Week View to spot such conflicts.

The Day View shows overlapping appointments side-by-side. (Figure 12)

Figure 12 Conflicting Appointments in the Day View

The Week View shows overlapping appointments on top of each other. (Figure 13) Associate icons with appointments (Section 5.14) to make these conflicts easy to see.

Figure 13 Conflicting Appointments in the Week View

5.13. Deleting an Appointment

To delete an appointment, event, or task:

In any of the views, tap the icon of the appointment, event, or task. The Appointment Pop-Up Menu appears.
Tap Delete. The Confirm Delete screen appears.
Tap OK.

To delete an appointment or event in the appointment editing screen:

Tap the menu bar or tap the Menu button on the left of the graffiti pad. The menu options appear.
Select Delete. The Confirm Delete screen appears.
Tap OK.

5.14. Using Icons and Colors

Icons and colors make it easy to see a large number of appointments and tasks at a glance. Icons are especially useful in the weekly and monthly views where many appointments and tasks appear in close proximity.

Figure 14 Icons in the Monthly Calendar View

5.14.1. Installing Icons

The DateMan installation package includes a file of icons. Visit www.standalone.com to download different icons.

5.14.2. Associating an Icon with an Appointment

To associate an icon with an appointment, do the following steps:

Tap an appointment or event to open the editing screen.
Tap the empty dotted square on the same line as Description at the left edge of the screen. A pop-up selector containing numerous icons appears.
Tap the icon to associate with the appointment or event. The icon appears in the empty square.
Tap OK.

DateMan automatically associates the chosen icon with all instances of a recurring appointment or event.

5.14.3. Associating a Color with an Appointment

To associate a color with an appointment:

Tap an appointment or event to open the editing screen.
Tap the first empty square to the right of the Description label. A pop-up selector containing different color choices appears.
Tap the desired color. The color appears in the square.
Tap OK.

DateMan applies the selected color to fonts and graphical aspects of the appointment.

5.15. Setting an Alarm

Use alarms as reminders of upcoming appointments. To set an alarm for an appointment:

Locate the appointment in one of the views and tap it with the stylus. The appointment editing screen appears.
Tap the inactive alarm icon in the menu bar of the appointment editing screen. The Set Alarm dialog appears.
Check the Alarm checkbox. A time selector appears.
Select Minutes, Hours, or Days from the pull-down selector to begin specifying the time duration between the alarm sound and the start time of the appointment.
Enter the number of minutes, hours, or days.
Tap Set. The active alarm icon appears in the menu bar. The alarm is set.
Tap OK to exit the appointment editing screen.

6.Using Templates

Templates simplify the creation of appointments, events, and tasks that occur frequently. To create a template for a sales presentation, for example, do the following steps:

File/Folder	Purpose
Readme.txt	Explains how to register and order the software.
Dateman.prc	Installs DateMan on your Palm Powered handheld.
DMIcons.prc	Installs icons that can be associated with appointments, events, and tasks in DateMan.
LinkLibrary.prc	Installs additional software required to run DateMan. Do not attempt to use DateMan before installing this file.
Order.html	Automatically establishes link with Standalone, Inc. website. Places DateMan in your shopping cart. (If this does not happen automatically, click the Click to order link to go to our website.)
License.txt	Contains the software license agreement. Please read this before using the software. By installing, copying, or otherwise using this software, you agree to be bound by the terms of the license agreement.
Manual	Contains the HTML version of this manual. The images subfolder contains the graphics for this manual.