Agendusoued en

U S E R’ S G U I D E
Agendus for Windows Outlook Edition, Version 4
Copyright 2006, 2005, iambic Inc. All rights reserved. Reproduction, adaptation, or translation of this manual is prohibited without prior written
permission of iambic Inc., except as allowed under copyright laws. iambic is a registered trademark and Agendus is a trademark of iambic Inc.
Graffiti, Palm Computing, Palm, and Palm OS are trademarks or registered trademarks of Palm, Inc. All other product names used in this doc-
ument are trademarks or registered trademarks of their respective owners. All names of persons and companies contained herein are fictitious
and have been designed solely for use in documenting iambic products. Document 4.0.413.06
Agendus for Windows, Outlook Edition
TABLE OF CONTENTS
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Agendus for Windows Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Take Control of Your Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What’s New in Version 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
About iambic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Installing Agendus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Upgrading from Earlier Versions of Agendus. . . . . . . . . . . . . . . . . . . . . . . . 7
Installing Agendus for Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Entering Demo and Activation Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Getting Started with Agendus. . . . . . . . . . . . . . . . . . . . . 10

Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Starting Agendus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Agendus Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Working with Agendus. . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Using Agendus or Outlook-Style Data Entry . . . . . . . . . . . . . . . . . . . . . . . 30
Creating New Meetings and Annual Events . . . . . . . . . . . . . . . . . . . . . . . 30
Creating New To Dos and Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Scheduling Follow-Ups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Converting To Dos, Calls, and Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Creating a New Contact. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Creating New Memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Free-Time Finder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Synchronizing with a Handheld Device . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Setting Agendus Preferences . . . . . . . . . . . . . . . . . . . . . 52
Contents ii
General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Selecting the Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Font Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Setting Themes and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Setting Tool Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Setting Preferences for Most Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Setting Wallpaper and Background Colors . . . . . . . . . . . . . . . . . . . . . . . . 57
Contact Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Meeting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
To Do Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
To Do Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Preferences for Today View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using, Editing and Moving Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Troubleshooting and Support . . . . . . . . . . . . . . . . . . . . . 64

Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Service and Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
IAMBIC SOFTWARE LICENSE . . . . . . . . . . . . . . . . . . . 67
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Contents iii
INTRODUCTION
Agendus for Windows Overview

Agendus for Windows, Outlook Edition, is a plug-in for Microsoft Outlook that works
with the existing contact and schedule data you have in Outlook and provides a more
integrated means of entering data and viewing your personal information in the way
you choose.
Agendus adds easy access to hundreds of powerful, custom features for organizing
your schedule, contacts, and life. Freely customize your calendar interface with color
themes and icons, filter and sort your contacts, and even edit and create icons for
linking to calendar events, meetings, calls, notes, or tasks. With Agendus you'll enjoy
the familiar user interface of Microsoft Outlook with added intuitive features that for
one-click actions that run circles around the mundane Outlook experience. Agendus is
so easy to use you'll be up to speed in minutes, using our straightforward shortcuts to
turbo-charge Microsoft Outlook information input.
In addition to the power Agendus for Windows adds to Outlook, it is also a great
companion program for users of Agendus for Palm OS. If you like the features on your
desktop, you’ll love them on your Palm-powered device.
Whether you use it professionally, for school, or just to manage your spare time, we
hope you find Agendus to be the ideal tool.
Take Control of Your Schedule

You can now easily view more of your schedule at once. All of your scheduled phone
calls, meetings and tasks are shown together in the different calendar views—change
between day, week, month, quarter and list views with a single click. Make the infor-
mation easier to read at a glance by having Agendus add colors and icons to specific
items, whole categories, or to items that use specified key words.
Agendus also allows you to link your contacts, meetings, tasks, and memos. Assign a
contact to a meeting, or check the contact history to see other appointments you have
made with a selected contact.
Agendus for Windows Overview 4

Agendus toolbar
Use these buttons to switch

between different views
Calls and tasks are shown in

the same screen as meetings
Agendus for Windows includes all of these benefits:

• Works within Outlook: Agendus uses the same data and many of the same
dialogs as Outlook, so there is no need to transfer data.
• Never miss an important commitment again: With Agendus, your meetings
and tasks are displayed together, so there is no need to switch between
different views to review all of your important commitments.
• Customize the way Outlook displays data: Agendus offers additional views
so you can display your calendar, tasks, contacts, and notes the way you want.
• Use integrated Internet Services: Use your Internet Connection to get even
more out of Agendus. Automatically view weather forecasts in the calendar
views or open maps to contacts’ addresses in a new browser window.
• Work more efficiently with templates: Use templates to quickly create new
meetings or tasks without retyping repetitive information.
What’s New in Version 4

If you are upgrading from an earlier version of Agendus for Windows, you will see that
we have made many changes in version 4 to make it more closely match the features in
our handheld software.
Here are some of the key new features in version 4:
Vivid Agenda: Automatically assign icons and colors to meetings, tasks, and memos
based on keywords contained in the item
Contact Networking: Indicate how contacts are related to one another and allow easy
switching between related contacts.
Capture to Agendus: A new copy and paste feature that lets you quickly capture text
in a memo or email and transform it into a new appointment, task, call, or email.
Internet Services: With a network-enabled PC, you can register Agendus, get weather
forecasts for your location or a contact’s, get maps to contact addresses, and download
What’s New in Version 4 5

quotes of the day. New in version 4 you can look up addresses for businesses and indi-
viduals and view historical facts.
Web-Style Hyperlinks: Click on web addresses, email addresses, and phone numbers
to open a browser, new email message, or phone dialer.
Voice Recording and Sketching: Quickly add voice memos and drawings to meet-
ings, tasks, and memos.
Agendus Toolbars in Outlook Dialogs: If you prefer to use native Outlook-style
dialogs, version 4, adds toolbars to the native calendar, task, and contact edit dialogs to
give you easier access to Agendus features. (You still have the option to use Agendus
dialogs using preferences.)
Real-Time Contact History: A new contact history section at the bottom of most
views is constantly updated with events related to the primary contact associated with
the currently selected item.
Additional Memo Functionality: We have added an expanded Memo view and
enabled setting alarms for memos.
Usability Improvements and Refinements: We have also made many improvements
to the interface and existing features, making Agendus easier to use than ever before.
For example, the New button is now context sensitive: clicking it in calendar views
opens a new meeting while clicking it in Contact views creates a new contact. (Click
the down arrow next to the New button to choose what type of item to create.)
About iambic
iambic develops innovative software applications for Palm OS, Symbian OS smart-
phones, and Windows desktop PCs, allowing users to get more out of their time
whenever they are on the road or at their desk.
Since its beginning, iambic has strived to meet and exceed the needs and expectations
of its many software users and the industry by adhering to the strictest standards,
focusing on research and development, and creating the most comprehensive and intu-
itive applications possible. It is through this vision and continued technological inno-
vation that iambic has established itself as a leader in mobile and desktop software.
The goal of our productivity solutions is to help business organizations and individuals
save time by managing their personal and business activities more effectively. iambic
is dedicated to providing powerful and user-friendly productivity-enhancing software.
We welcome your suggestions and comments. You can submit feature requests via
www.iambic.com/support.
About iambic 6
INSTALLING AGENDUS
System Requirements
Before installing Agendus for Windows, Outlook edition, make sure your system meets
or exceeds the following system requirements:
• A PC running Windows 2000 or later, including Windows XP, Windows XP
Media Center Edition, and Windows Server 2003.
• An installed version of Microsoft Outlook, version 2000 or later.
• 20 MB of available hard disk space for installation.
Internet services, including weather services, mapping, and quotes of the day, require
an Internet connection and an installed Internet browser.
Upgrading from Earlier Versions of Agendus

Agendus for Windows, Outlook edition, is available at a discounted price for owners
of earlier versions of Agendus for Windows. Please visit www.iambic.com/upgrade/
for complete information and upgrade options.
When you upgrade to version 4, you do not need to uninstall your previous version.
However, you may wish to uninstall earlier versions to free up space on your hard drive.
Uninstalling will not remove any data from your system.
Installing Agendus for Windows

Follow these steps to install Agendus for Windows, Outlook Edition.
Note: Agendus for Windows, Outlook Edition, requires Microsoft Outlook 2000 or
later. If Outlook is not already installed, follow the directions included with Outlook to
install that software. Outlook must be installed before installing Agendus for Windows,
Outlook Edition.
1. Exit all Windows programs, including Outlook, Palm Desktop, and earlier
versions of Agendus for Windows.
2. Using Windows Explorer, navigate to the folder where you downloaded the
Agendus installation file (for the English-language version, the file is
AgendusWinOuEdSetup.exe).
3. Double click on the file to start the Agendus installer.
System Requirements 7
4. Follow the on-screen instructions to finish installing Agendus for Windows.

Note: When you first install Agendus, you will be able to run it for three days without a
demo or activation code. See below for information on obtaining and entering these
codes.
Entering Demo and Activation Codes

When you first install Agendus, you will be able to run it for three days before you will
need to enter a demo or activation code. A demo code extends the trial period and an
activation code permanently unlocks Agendus on your PC.
If you downloaded a trial version from iambic, a demo code should have been included
in the email with the download instructions. If you can’t find your demo code, please
visit www.iambic.com/support/codefinder.asp.
If you do not have a demo code, please visit www.iambic.com and go to the page for
Agendus for Windows. On that page click the Free Trial button and follow the on-
screen instructions. Then follow the steps below to enter the code.
If you have purchased directly from iambic, PalmGear, Handango or another online
partner, you should have received a certificate code to activate the software. If you
can’t find your code, please visit www.iambic.com/support/codefinder.asp.
If you have not yet purchased Agendus for Windows and you have an Internet connec-
tion, you can purchase online by opening the Help menu and selecting About Agendus
and clicking the Purchase button.
To enter a demo code or activate Agendus:
1. Start Outlook.
2. From the Help menu, select About Agendus to open the About Agendus box.
Entering Demo and Activation Codes 8

3. Click the Purchase button to open the Agendus - Purchasing box.

4. Click the Enter certificate/demo code button to open the Agendus Registra-
tion box.
5. Enter your demo code or certificate number and click Enter.
Entering Demo and Activation Codes 9

GETTING STARTED WITH AGENDUS
Before You Begin

Agendus runs as an add-on to Outlook. When you run Outlook you will see that there
is an Agendus toolbar and, in Outlook’s mail folders, an additional folder labeled
Agendus. Click on a toolbar button or on a folder to use Agendus.
Agendus appears as a
folder within Outlook
Agendus uses the same data as Outlook, so all of the data you have already entered in
Outlook is automatically available in Agendus. Agendus can even use the same data
entry dialog boxes as Outlook. However, you may find some of the Agendus features
are more accessible and easier to use if you select to use the Agendus dialogs. While
you are in Agendus, these boxes can replace the standard Outlook boxes.
Create a new meeting using native Outlook dialog

data boxes (above) or using Agendus boxes (right)
The Agendus Action toolbar in the Outlook dialog
provides easy access to Agendus features
Before You Begin 10

To choose between using Outlook or Agendus date entry and editing dialogs, you will
need to start Outlook and then set the Agendus preferences (see page 65).
Note: If you switch to the native Outlook calendar, task, or contact list, Outlook will use
its own boxes.
Note: Photos assigned in Outlook dialogs will not be available in Agendus, and photos
assigned in Agendus dialogs will not be available in Outlook’s contact or calendar
views. Several default meeting icons, including rollover, birthday, anniversary, and
photo, and multiple attendees will not be displayed for items created using Outlook
dialogs. Several memo features, including assigning icons and contacts to memos,
are only available when using Agendus dialogs.
Starting Agendus
Agendus runs as an add-on to Outlook. Start Agendus by starting Outlook, and then
click on the Agendus folder in Outlook’s mail section.
Agendus adds its own toolbar to Outlook. You can open Agendus by clicking on one
of the buttons in the toolbar, or you can click on the Agendus folder listed under
Outlook’s mail folders.
Once you are in Agendus, most of the common features can be reached within a few
clicks using the toolbar and main screen.
Click to change between day, Show or hide details
week, month, year, and list views and contact history
The toolbar contains

common commands
Agendus is available
as a folder in Outlook’s
mail section
All icons available on your

handheld are transferred
to Agendus for Windows
Display the contact history Different modes and levels of detail

for the primary contact in are available for the different views
the selected item so you can see all the data you need
without switching views
Agendus has many features to make common tasks even easier:

• Right-click shortcut menus: In most views you can move the mouse cursor
over a meeting, task, memo, or contact and click the right mouse button to get
Starting Agendus 11
a context-sensitive shortcut menu of actions.
Right click on a meeting, call,

task, or contact to open a
shortcut menu of actions for
that item
Note: The items listed depend
on the item selected
• Templates: Save common meeting settings (times, attendees, locations) as

templates so you won’t have to enter them every time you create a new
meeting (page 50).
• Default colors and icons by category: Set default highlight colors for
different categories of meetings, tasks, contacts, and memos (page 76); set
default icons for meeting, task, and memo categories (page 75).
• Default colors and icons by keyword: Use Vivid Agenda to set default text
colors and icons for meetings, tasks, and calls that contain keywords that you
specify (page 60).
Starting Agendus 12
Agendus Views
One of the key benefits of Agendus is the ability to choose how you want your infor-
mation displayed. There are five main views—Today, Calendar, Contacts, Tasks, and
Memos—and each view can be tailored to your needs. Switch between views using the
Agendus toolbar or clicking on the Agendus folders.
Use the toolbar to change the view

Use these buttons to change calendar view modes
Within each view you can change the view mode (for example, change between week
or month mode in the calendar view), show or hide details, group information, and set
display options.
In every view, Agendus uses icons to give more information about the items shown.
Agendus uses special icons to indicate a

variety of properties for displayed records
Anniversary (from contact info)*

Attached note
Birthday (from contact info)*
Alarm set for this item
Voice recording
Sketch
Roll-over meeting*
Multiple meeting attendees*
Repeating meeting or task
Photo attached to item (may show
image thumbnail)
Matrix setting
* Requires using Agendus data-

entry boxes (see page 65)
You can change key elements of listed items without changing to a different view. For
example, edit an item by double-clicking on it, mark an item as complete by clicking
on its checkbox, or edit an item’s attached note by double-clicking its note icon.
Right-click shortcuts, available in most views, allow you to work more efficiently. For
example, from the contact list add a selected contact to a new meeting or from a
calendar view schedule a follow up for a selected meeting. To open a shortcut menu,
move your mouse cursor over an item and click the right mouse button.
Agendus Views 13
Today View
In the Today view, Agendus displays the events you need to know about for today,
including the day’s meetings and pending or overdue calls and tasks. (Completed tasks
and calls will not be displayed in the Today view.)
Additionally, if you have an Internet connection, the Today view can retrieve quotes,
show a weather forecast, and display recent unread email information.
To select the Today view, click on the Today button in the Agendus toolbar.
Choose how many days of advance
Click to select the Today view notice you want using preferences
Refresh the data
Meetings, Tasks, and Calls: Today’s meetings, tasks, and calls are displayed at the top
of the Today view. Past-due tasks and calls are also included. You can also use Prefer-
ences to gain up to 7 days advance notice on meetings and tasks (see page 67).
Quote of the Day: Quotes can be drawn up from iambic if you have an Internet connec-
tion or from a specially formatted memo. Use Preferences to turn on this option and to
select the data source (see page 67).
Day in History: Historical facts from the current date in previous years. This feature
requires an Internet connection.
Weather: A weather forecast for the set location. Change the location using Prefer-
ences. Notice that there is an icon at the top of this view that shows the current weather
forecast. There will also be weather icons in calendar views so you can see predicted
weather conditions at a glance. This feature requires an Internet connection.
Recent Messages: Use Preferences to choose how far back to preview emails and
whether or not to include emails that you have already read.
Agendus Views 14
Calendar: Day View

In the Day view, Agendus shows a time line listing all of the meetings for the selected
day. A second pane shows the month for the displayed day; click on a date in the month
to show details for that day. A third pane can switch between showing tasks or contacts.
Using preferences you can display due tasks in the time line. You can also filter any of
the lists in this window to show only entries in a particular category.
To select the Day view, click on the Calendar button in the Agendus toolbar and then
click on the button.
Click to view that day
Click to switch to the Day view Filter by category
Set preferences,
show or hide details
and contact history
panes
Markers indicate
scheduled events
View tasks and

calls, contacts,
or meetings’
View the contact

history for the
assigned primary
contact of the
selected item’
Agendus Views 15
Calendar: Week Views: List, Grid and Block

Agendus supports four modes for the Week view:
• List: Single-column list beginning with past-due To-Dos and calls followed
by meetings, tasks, and calls for each day of the selected week. Calls and tasks
are listed under their due dates. Only days with commitments are included in
the list.
• Grid 7 and Grid 14: Grid views showing all meetings, tasks, and calls over a
period of 7 days or 14 days.
• Block: Each day of the selected week is a separate column in this display.
Rest your mouse cursor over an entry to view the item’s description.
Tip: Use preferences to set if weeks begin on Sundays or Mondays.
To select the Week view, click on the Calendar button and then click the button.
To change between modes, click the mode menu in the upper-right of the window.
Click to change the mode
List
Grid 1
Block
Tip: Set weeks to start on Sundays or Mondays
by setting Outlook’s options.
Note: In the Week List view, past-due tasks (tasks and calls) appear in a Past Due
section at the top of the list. In the Grid modes, past-due tasks appear on today’s date.
If you have checked the weather forecast in the Agenda Today view, a weather icon
will show up next to the dates for the next five days in the Grid modes.
Agendus Views 16
Calendar: Month Views: Standard and Clocks

Agendus supports two modes for the Month view:
• Standard: Displays the first few entries for each day of the month. The
number of entries depends on your screen size and resolution and the size of
the Agendus window. Click on a day to view the full schedule for the day in
the details area on the right side of the screen.
• Clocks: Shows two clocks for each day with a dated meeting or task. The first
clock represents the morning and the second clock represents the afternoon.
Darkened segments of the clocks indicate scheduled meetings. Rest your
mouse cursor over a clock to view details.
To select the Month view, click on the Calendar button and then click the button.
To change between modes, click the mode menu in the upper-right of the window.
Click to change the month
Click on a day to view the

details for that day
Standard
Clocks
(The left clock is AM and
the right clock is PM)
Tip: Set weeks to start on Sundays or Mondays
by setting Outlook’s options.
Agendus Views 17
Calendar: Year View

In the Year view, see condensed month views for the entire year. You will see markers
on dates with scheduled events. Click on a date to view the day’s details.
To select the Year view, click on the Calendar button and then click on the
button.
Set preferences, show
or hide the detail and
contact history panes
Click on a day to view

details for the day
Click on an item to view

the contact history for
the assigned contact
Agendus Views 18
Calendar: List View

In the List mode, see a list of items for the next week, month, or date range you specify.
condensed month views for the entire year. You can also list things such as past due,
future due, and annual events.
To select the List mode, click on the Calendar button and then click on the
button.
Set a date range or select the criteria
for the items you want in the list
Set preferences, show

or hide the detail and
contact history panes
Click on an item to
view the details
Click on an item to view

the contact history for
the assigned contact
Agendus Views 19
Contact Views: List, Business Card, and Photo

Agendus supports three modes for the Contact view:
• List: Lists one contact per line. Click on a contact to view contact details on
the right side of the window. Change which fields are displayed by right-
clicking on a column heading and selecting Show Column.
• Business Card: Displays each contact in a business-card layout.
• Photo: Displays thumbnails of all the contact photos.
To select the Contact view, click on the Contact button. To change between modes,
click the mode menu in the upper-right of the window.
Choose a category
Change modes
Photo
Business Card
Enter text here to only

display contacts with the
search text in the current
sort field List
Click to display a contact’s details
Click a column heading to sort Edit, copy contact details

the list; right-click to add, (text only), delete, or open
move, or remove columns map in browser window
Tip: From the Contact view, double click on a contact to edit the contact information.
Agendus Views 20
Grouping
Use grouping to bunch contacts together by any of the contact fields. For example,
group by company to easily see all contacts at a specific company. When contacts are
grouped, you can easily show or hide any grouping.
Select a grouping or turn off
the group feature
Click to show
or hide a group
Contact list grouped by company
Mapping
From the Contact view, easily call up a browser window with a map of a contact’s
address or directions between two contact addresses.
• For a map, right-click on the contact and select Map Address from the pop-up
shortcut menu.
• For driving directions, click on a contact name and then hold down the
Control key and click on a second contact name. Then right-click on one of
the contacts and select Driving Directions from the shortcut menu.
Set which Internet mapping service you want to use by setting the contact preferences
(see page 70).
Agendus Views 21
Dialing
It is easy to use your computer’s dialer to quickly dial a contact. In most views, phone
numbers act like web-style hyperlinks, where clicking on the phone number will start
your computer’s dialer. Additionally, in the Contact view’s List mode, you can right-
click on a contact to open a shortcut menu with an option to dial the contact and from
within the Edit Contact screen, you can click the dial button to open the dialer.
Note: Wait until you hear the other line ringing before you picking up your handset.
Agendus uses the Windows system dialer: see your Windows documentation for infor-
mation on using the dialer and adjusting the dialer volume.
Right-click a contact and select

Dial, click on a web-style
hyperlink, or click the Dial but-
ton in contact details
Agendus Views 22
Contact History
Contact histories are built from the scheduled calls, tasks, meetings, and memos where
your contacts are assigned as primary contacts. (For repeating meetings only the last
instance of the meeting will be shown.)
Most Agendus views support a contact history pane at the bottom of the window; show
or hide this pane by clicking the Contact History button in the upper right of the
Outlook window. To show the history for a contact in this pane, you must click on an
item where the contact is assigned as the primary contact.
To open a separate window with the contact history, you can view a contact history by
clicking on an item to select it, then right-click and select Contact History from the
shortcut menu. If you are in the Edit Contact screen, you can click the Contact History
button.
Access Contact History by

right-clicking on a contact
name or from the Contact
Details box
Add a filter to
all event types
Edit the contact
Select which types

of events to list
Agendus Views 23
Task Views: List, Expanded List, Hierarchy, and Matrix

The Task views show only your tasks and calls. Agendus supports four modes of Task
views:
• List and Expanded List: Lists all tasks and calls in the selected time period.
In List mode each item takes only one line; in expanded list mode, each item
takes up to two lines. Change the order the tasks are listed by clicking on a
column heading.
• Hierarchy: The Hierarchy mode allows you to “nest” tasks, so you can define
one or more tasks as being parts of a larger task.
• Matrix: The Matrix mode allows you to view your tasks in a 2 x 2 grid based
on the assigned importance and urgency of each item.
To select a Task view, click on the Tasks button in the Agendus toolbar. To change
between modes, click the mode menu in the upper-right of the window.
Filter by category
or date range
Change modes
List
Hierarchy
Quickly find an
entry by typing
text here
Matrix
Agendus Views 24
Task List Modes

The List and Expanded List modes of the Task view allow you to view simple lists of
tasks and calls, or view lists grouped by category or other criteria.
To select one of the task list modes, click on the Tasks button and then select List or
Expanded List from the mode menu in the upper-right of the window.
Group by category, due date,

priority, or contact name, or
turn off grouping
List (No Group)
List (Grouped by Category)

Click to expand or hide
items within a group
Agendus Views 25
Task Hierarchy Mode

The Hierarchy mode of the Task view allows you to “nest” tasks and calls, so you can
define one or more items as parts of a larger task. This is similar to the expanding
folders used in MS Windows Explorer.
To select the Task Hierarchy mode, click on the Tasks button and then select Hierarchy
from the mode menu in the upper-right of the window.
Click an item and then use
these buttons to change its
place in the hierarchy
Click on a - to hide
the nested items
Click on a + to see
the nested items
Tip: To move an item up or down in the list, or to move an item under or out from the
item above it, click on the item and then click on the arrows at the top of the view.
Agendus Views 26
Task Matrix Mode

The Matrix mode of the Task view allows you to view your tasks and calls based on
their assigned urgency and importance. This scheme follows an efficiency scheme
advocated by FranklinCovey. These matrix settings can be used instead of or in combi-
nation with priorities to help organize tasks.
To select the Task Matrix view, click on the Tasks button and then select Matrix from
the mode menu in the upper-right of the window.
Urgent Not Urgent
Quadrant A: Quadrant B:
crises prevention activities
Important
pressing problems capability improvements

deadline-driven projects relationship building
recognizing new opportunities
planning
recreation
Quadrant C: Quadrant D:
Not Important
interruptions trivia
some calls some mail
some reports some calls
some meetings time wasters
popular pleasant activities
Examples of types of tasks and their ideal matrix settings
Of course there are appropriate tasks to fit in every quadrant, but the goal should be to
have most items in quadrant B and as few items as possible in quadrants A, C, and D.
• Recording important items before they get urgent (quadrant B) gives you
better perspective and allows you to have better control over your time, and
limits the number of crises you have to face.
• Too many tasks in quadrant A leads to stress and burnout from crisis manage-
ment and running around putting out fires.
• Too many tasks in quadrant C leads to chronic short-term focus and loss of
control.
• If you have too many tasks in quadrant D, then you can see that your time is
being taken up by too many unimportant items.
To change a matrix setting for an item, double-click on the item to open the schedule
slip for the item. (See page 44.)
Agendus Views 27
Memo Views
Agendus adds to the power of Outlook’s notes by adding a memo pad within Outlook.
The Memo pad allows you to write simple text memos or notes to yourself, and to
assign contacts, photos, categories, and icons to these memos.
Agendus supports two Memo view modes:
• List: Lists the first line of each memo.
• Expanded List: Lists up to four lines of each memo.
Switch to the Memo view by clicking the Memos button in the Agendus toolbar;
change modes by selecting the new mode from the list in the upper right of the Memo
view. Sort the memo list by contact name, first lines of memos, or other fields by
clicking on column headings.
For more information on creating or editing memos, see page 57.
Click a heading to sort the memos; right-click

to add, remove, or rearrange columns
Change the Memo view

mode
Click on a memo heading

to view the full memo in
the details pane
Note: To assign contacts, photos, or icons to your memos, you need to use the Agen-
dus data entry box. See page 65.
Agendus Views 28
Setting Up Quote of the Day

In the Today view, you can select to view the “quote of the day.” These quotes can be
pulled up from a specially formatted memo or, with Agendus Pro, retrieved from the
iambic quote server using Internet services.
To display or hide quote of the day:
1. In the Agendus toolbar, click on the Preferences button.

2. Click on the Today View tab.
Click on this tab
Turn on the quote

of the day
3. Turn the quote of the day on or off using the check box.
4. If you choose to display the quote of the day, you can choose between pulling
up quotes from a specially formatted memo, downloading them from the iam-
bic quote server, or downloading them from another server.
Note: Using a server option requires an Internet connection.
5. Click OK in the Preferences box.

6. In the Today view, you may need to click on the quote area to retrieve the first
quote. If you are using the Memo pad as a source, you will need to set up an
AgendusQuotes memo before you can view any quotes.
Agendus Views 29
Setting up AgendusQuotes in Memo Pad

The Quote of the Day feature can be set to pull quotes from a special memo in the
memo pad.
Note: If you have installed Agendus for Palm OS on your handheld device, you may
have a sample file, AgendusQuotes.txt, on your PC in the folder c:\Program Files\iam-
bic Software\Agendus for Palm OS\. We recommend opening this file, copying its con-
tents, and then pasting the text into a new memo in Agendus for Windows.
To set up the Quote of the Day memo from scratch:
1. In the Agendus toolbar, click on the New button and select New Memo.
2. Format the memo as follows:
• The first line should say AgendusQuotes
• Each following line should have a quote number, followed by a space,
followed by the quotation, followed by a space, followed by the author.
The quotation and the author must be in quotes.
• Each quote should start on a new line.
Use Agendus Preferences to

choose between using stan-
dard Outlook dialogs (above)
or Agendus-specific dialogs
(right)
3. Click Ok.
Note: To view the quotes, Quote of the Day must be enabled in the Today View
options. See page 29.
Agendus Views 30
WORKING WITH AGENDUS
Using Agendus or Outlook-Style Data Entry

With Agendus for Windows, you can use standard Outlook data entry and editing
dialogs or you can use Agendus dialogs (see page 10). Using Agendus dialogs makes
some Agendus-specific tasks more accessible and easier to use than in the Outlook
dialogs. For example, setting icons for meetings and assigning matrix settings to tasks
is easier using the Agendus dialog boxes.
The following sections describe using the Agendus dialogs and schedule slips. If you
need information on using Outlook dialogs, please consult your Outlook documenta-
tion.
To choose between using Agendus or Outlook dialogs, please see page 65.
Note: Whichever method you use, most data will continue to be available in both
Agendus and in the other modules of Outlook. Photos assigned in Outlook dialogs will
not be available in Agendus, and photos assigned in Agendus will not be available in
Outlook’s contact or calendar views. Several default meeting icons, including rollover,
birthday, anniversary, and photo, and multiple attendees will not be displayed for items
created using Outlook dialogs. Several memo features, including assigning icons and
contacts to memos, are only available when using Agendus dialogs.
Note: If you switch to the native Outlook calendar, task, or contact list, Outlook will use
its own boxes.
Creating New Meetings and Annual Events

Meetings, events, tasks, and calls are all created through Agendus using the schedule
slip. The type of record you create will affect some of the options in the schedule slip.
Meetings are typically date-specific appointments to get together or do a certain thing
on a particular day. Although meetings usually have an associated start time and dura-
tion, they can also be set with no time; for example you may add a holiday by setting it
up as a meeting with no set time.
1. In the Agendus Toolbar, click the down arrow next to the New button and
select one of the following from the pop-up menu:
• Select New Meeting from the pop-up to open a meeting schedule slip.
• Select New Annual Event to create a meeting that repeats yearly.
• Select New Weekly Meeting to create a meeting that repeats every week.
Using Agendus or Outlook-Style Data Entry 31

• Select New Meeting from Template if you previously saved a meeting as

a template and want to base the new meeting on that template (see
page 50.)
Tip: An easy shortcut in the calendar views is right-clicking on a day to create
a new meeting already set to that date.
Use the tabs to edit different

attributes of the meeting
Assign a primary contact
View the details for the

primary contact
Open a list of contacts
2. Enter the date, time, primary contact, meeting description, and other attributes
into the schedule slip. (See “Editing Meetings” on page 33.)
Tip: As you start typing the name for the primary contact, Agendus will
attempt to match the name to a saved contact.
3. Once you have entered all the information for the meeting, including setting
any alarms or adding a note, click OK to save the meeting and return to the
previous view.
Creating New Meetings and Annual Events 32

Editing Meetings
Add or edit meetings using the Agendus meeting schedule slip. The schedule slip for
meetings is similar to the schedule slip for tasks and calls, but has some differences
specific to meetings.
In the meeting schedule slip, there are five tabbed pages: General, Repeat, Note, Voice,
and Sketch. Click a tab to switch between the pages. Within the General tab there are
four sections: Details, Options, Attendees, and Photos. Click a heading to view these
different sections.
Meeting Schedule Slip Settings - General Settings - Date and Time
From the general settings, set details,

options, attendees, and photos.
Date and Time Enter the date and time at the top of the schedule slip. You can click on
the date button box to open the date picker or click the Today button to
enter today’s date. If there is no specific time for the meeting, select
All Day Event. You can also use the time bar to enter a time.
Time Bar The time bar graphically displays the time and duration of the meeting.
Click and drag on the time bar to set the meeting time.

Meeting Schedule Slip Settings - General Settings - Details
From the General tab, click Details
Primary Contact In the contact box, enter a primary contact. As you start typing letters,
Agendus will try to match your entry with your contact list. Keep
entering letters until the correct contact is displayed, or click the drop-
down button on the right side of the contact box to view matching
entries. (Agendus will match the letters you type against whatever
field is set to display first in contact preferences, either first name, last
name, or company name. The order of these fields is shown to the left
of the contact box.)
You can also select a primary contact by clicking the Contact List but-
ton.
Display order Edit contact

Contact List
(Last, First, Company)
For new contacts, finish entering the name and then click the Edit Con-
tact button: you will be prompted to add the new name to your contact
list.
Enter other contacts for the meeting on the Attendees page.
Description Enter a description of the meeting.

Meeting Schedule Slip Settings - General Settings - Details
Icon Click the icon box to select from installed icons.

If you have installed more than one icon set, select More Icons to view
icons from one of the other installed sets. (Icon sets must be installed
on your handheld before they will be available in Agendus for Win-
dows.)
Icons are used in several of the Agendus views to help you visually
identify records.
Icons can be automatically assigned by category using Agendus pref-
erences.
If you have installed icon sets on a Palm OS handheld device, you can
use these icons in Agendus for Windows. See page 65.
Set Alarm Enable or disable a meeting alarm, set the amount of time before the
meeting starts to sound the alarm, and set the sound effect for the
alarm.
You must enable the alarm to view the alarm settings.
Category Click on the category box at the bottom of the schedule slip to select a
category or categories for the meeting. You will also be able to edit
categories and add new ones.
You can use categories as a filter, so that only records in a specific cat-
egory are displayed, or set preferences to have Agendus automatically
assign colors or icons based on categories.

Meeting Schedule Slip Settings - General Settings - Options
From the General tab, click Options
Location Enter a location for the meeting.
Private Private meetings can be masked or hidden from the Agendus views
using the security settings in your palm device.
Color Apply a text color to the meeting description.
Roll-Over Set a meeting to “roll over” to have Agendus automatically keep

rescheduling a meeting for the same time on the next day. This allows
the meeting to stay on the calendar in case it gets postponed. When the
meeting occurs, open the meeting’s schedule slip and turn off this
option.
When this option is enabled, you can set the roll over to continue
indefinitely or set an end date.
Effect Apply effects to the text of the meeting. You can apply an underline,
strike through, or double strikethrough. This effect will apply to the
primary contact and meeting description in the calendar views.

Meeting Schedule Slip Settings - General Settings - Attendees
From the General tab, click Attendees
Contacts Lists all the contacts selected as attendees.
Add Attendees Click this button to view the Select Contact window. select a contact
from this window and click Select to add the contact to the list of
attendees.
Details Select a contact from the list and click Details to view or edit the con-
tact’s details.
Remove Select a contact from the list and click Remove Attendee to remove the
Attendee contact from the list.

Meeting Schedule Slip Settings - General Settings - Photos
From the General tab, click Photos
Navigate to the folder

containing the picture
Use crop if you only want to

display a portion of the picture
Photo Preview Shows any photo attached to the current meeting.
Select Photo Click Select Photo to open a photo browser where you can search your
computer to select a JPEG or BMP image to attach to this meeting.
To use part of the selected picture, click Crop. This will open another
window where you can click and drag over the portion of the picture
you want to use.
Remove Photo If you have attached a photo to a meeting, click this button to remove
this attachment. This will not delete the photo from your computer.

Meeting Schedule Slip Settings - Repeat
Click the Repeat tab
Enter the repeat frequency

for meetings
Repeat Click the repeat tab to set up a recurring meeting.

Meetings can repeat every set number of days, weeks, months, or
years, through a specified end date. For example, you could have the
meeting repeat every friday or on the third Tuesday of every month.

Meeting Schedule Slip Settings - Note
Click the Note tab
Type a note for the meeting
Note Open a page where you can write a memo attached to this meeting. In
the calendar views, meetings with notes will appear with a note icon.

Meeting Schedule Slip Settings - Voice
Click the Voice tab
Create or playback a voice

memo. The buttons avail-
able depend on if a voice
memo has already been
saved
Start a voice memo. This button is only available when there is no

Record
saved recording. You cannot append existing voice memos.
Play the saved voice memo. This button is only available when there is
Play
a saved recording.
Pause recording. This button is only available during a recording.

Select
Stop recording or playback.

Stop
Delete saved voice memo.

Delete

Meeting Schedule Slip Settings - Sketch
Click the Sketch tab
Draw a sketch or paste an

image from the clipboard
into the sketch area
Make a freehand drawing. Hold down the left mouse button to use the
Pencil
paint color and the right mouse button for the background color.
Select a portion of the sketch for cutting or copying.

Select
Left click on a color in the sketch to make it the paint color; right click
Eyedropper
to make it the background color.
Fill an area with the paint or background color (left or right click).
Fill
A freehand erase tool (uses the background color).

Erase
Lines & Shapes Click and drag to draw a straight line, oval, or rectangle.
Pencil Select a thickness for the pencil, line, and shape tools.
Colors Select paint and background colors. The background color will also be
used as a fill color for shapes.
Undo/Redo Undo up to the last nine actions. Redo works only after using undo.
Cut, Copy, Paste Cut or copy the selection to the clipboard, or paste a selection from the
clipboard into the sketch.
Delete the entire sketch.

Delete

Creating New Tasks and Calls

Tasks and calls are tasks that need to get done. They may have deadlines or dates you
want to see them completed, but they usually don’t need to be done at a specific time.
Calls are a special category of task, so you can’t assign a category to a call.
Creating new tasks and calls is very similar to creating a new meeting. They just use a
slightly different version of the schedule slip.
1. In the Agendus Toolbar, click the down arrow next to the New button and
select one of the following from the pop-up menu:
• Select New Call to create a task to call or email someone.
• Select New Task to create a new task.
• Select New Call from Template to create a new call based on a call
template you have previously saved.
• Select New Task from Template to create a new task based on a call
template you have previously saved.
Use the tabs to edit different
attributes of the meeting.
Assign a primary
contact
View the details for

the primary contact.
Click to insert a number

for the primary contact
(Calls Only)
2. Enter the date, time, primary contact, task description, and other attributes
into the schedule slip. (See “Editing Tasks and Calls” on page 44.)
Tip: As you start typing a name onto the contact line, Agendus will try to fill in
the correct name. Opening the contact box at this point will show all names
that match the letters you have entered so far.
3. After entering the information for the meeting, including setting any alarms or
adding a note, click OK in the schedule slip to save the task.
Creating New Tasks and Calls 43

Editing Tasks and Calls

Add or edit tasks and calls using the Agendus task schedule slip. The schedule slip for
tasks is similar to the schedule slip for meetings.
To view the schedule slip for a saved task, right click on the task and select Edit from
the menu that pops up.
In the task schedule slip, there are three tabbed pages: General, Repeat, and Note. In
the General tab, there are three sections: Details, Options, and Photos. Click a tab to
switch between the pages.
Task Schedule Slip - General
Click here to add one of the

contact’s phone numbers to
the description (Calls only)
Priority Click to set a priority for the task.

You can set a default priority for new tasks (page 72).
Matrix Click on the matrix box to select the importance and urgency of this
task. See page 27 for more on using matrix settings.
Agendus can assign a default setting (page 72).
Date Click on the date box to open the date picker and assign a due date.
Agendus can assign a default due date or change this to the completion
date when you mark off a task as completed (page 72).
Completed Check this box if the task is complete.

When displayed, completed tasks will be indicated by a strikethrough
(strikethrough).
Set Agendus to display or hide completed tasks and calls through the
Task View preferences (page 73).

Task Schedule Slip - General - Details
Click here to add one of the

contact’s phone numbers to
the description (Calls only)
Contact Same as the Meeting Schedule Slip (page 34).

Description
Icon
Alarm
Phone Numbers If you are creating or editing a call, and you have assigned a primary
(Calls Only) contact, you can click the Phone Number button to insert one of the
contact’s saved phone numbers into the description area.
This button is not displayed for tasks.
Category Same as the Meeting Schedule Slip (page 34).

(Tasks only)
To set a default category for new tasks, see page 72.
Calls are a special category of task and cannot have another assigned
category.

Task Schedule Slip - General - Options
Advance Set how many days prior to the task date you want the task to appear in
the Day views.
To set a default advance period for new tasks, see page 72.
Private Same as the Meeting slip (page 36).

Color
Task Schedule Slip - General - Photos
Select Photo Same as the Meeting slip (page 38).

Remove Photo
Photo Preview

Task Schedule Slip - Repeat
Set the frequency to repeat or

“redo” a task
Repeat Click the repeat tab to set up a task as either a repeat or a redo.
Repeat: Tasks can repeat every set number of days, weeks, months, or
years, through a specified end date. For example, you could have the
task repeat on the 15th of every month or on the same date every year.
Redo: Set a task as a redo if you only want it to repeat after it has been
completed. For example, you may want to set a task for oil changes to
“redo” every 90 days.
Task Schedule Slip - Note
Note Same as the Meeting slip (page 40).

Task Schedule Slip Settings - Voice
Click the Voice tab
Create or playback a voice

memo. The buttons avail-
able depend on if a voice
memo has already been
saved
Record Same as the Meeting slip (page 41).

Play
Select
Stop
Delete

Task Schedule Slip Settings - Sketch
Click the Sketch tab
Draw a sketch or paste an

image from the clipboard
into the sketch area
Pencil Same as the Meeting slip (page 42).

Select
Eyedropper
Fill
Erase
Lines & Shapes
Pencil
Colors
Undo & Redo
Cut, Copy, Paste
Delete

Using Templates
Using templates is an easy way to quickly create new meetings, tasks, or calls that are
similar to others you have created.
To Create a Template:
1. In the Agendus toolbar, click the down arrow next to the New button and
select one of the New from Template options to open the Template list.
2. Click the New button to open a schedule slip for the selected item type.
3. Fill out the schedule slip with all the items you want included in the template.
When you use a template to create a new item, the date in the new item will
change to a new date.
4. Click OK to open the template name box.
5. Type a name for the template and click OK to return to the template list.
6. Click Create Item in the template list to create a new meeting, task, or call
based on the selected template, or click Close to close the templates window.
Using Templates 50
To Create a New Record from a Template

select one of the New from Template options to open the template list.
Click on the template name and then

click Create Item
2. Select the template name from the list and click Create Item.
3. All of the attributes from the template will be copied into a new record except
for the original’s date.
To Delete a Template
select one of the New from Template options to open the template list.
2. Select the template name from the list.
3. Click the Delete button and click OK to delete the template and return to the
template list.
4. Click Close to close the template list.
Using Templates 51
Scheduling Follow-Ups
Quickly schedule a follow up to any meeting, call, or task as long as it has a primary
contact assigned.
1. Right-click on the selected item and select Schedule Follow Up from the pop-
up menu.
2. In the Schedule Follow-Up box, select to schedule the follow-up as a meeting,

call, or task and click OK. This will open up a new schedule slip for the
selected type with the primary contact and a description already entered.
3. Finish filling out the new schedule slip and click OK.
Converting Tasks, Calls, and Meetings

It is easy to change the type of a meeting or task, although you will lose any information
that is not supported in the new type. For example, if you change a meeting to a task,
you will keep the date and primary contact, but lose the time and attendee list, since
those items aren’t supported by tasks.
1. Right-click on the item you wish to convert and select Convert To from the
pop-up menu.
Note: Depending on the view you are in, you may need to click on the item to
select it before right clicking.
2. Click on the new item type.
Scheduling Follow-Ups 52
Creating a New Contact

Agendus integrates directly with the native Outlook contact list. You will see all the
names you have already entered in Outlook also in the Agendus Contact list, and
contacts you create in Agendus will also be available in Outlook’s contact list.
1. In the Agendus Toolbar, click on the down arrow next to the New button and
select New Contact from the pop-up menu to open a blank Contact entry.
Note: The New button is context sensitive, so clicking it while in the contact
views will start a new contact.
Attach a note Select the type of

Enter custom fields or add
contact number birthday and anniversary
Choose the primary dates which will appear in
contact number the calendar views
Dial the number
Use the Address Lookup to

look for an address for an
individual or a business
2. Enter the details for the contact.

Note: If you use the contact’s birthday or anniversary field, then those dates
will show up in the calendar views.
3. Click Ok to return to the contact views.

Note: Contact photos assigned in Agendus contact dialogs will not display in the Out-
look contact list, and photos assigned in Outlook dialog boxes will not display in Agen-
dus.
Contact Networking
Agendus for Windows, version 4, includes a new feature called contact networking.
With contact networking, you can specify relationships between your saved contacts.
1. When creating or editing contact information, click the Linked Contacts tab at
the top of the Contact dialog.
Creating a New Contact 53

View and edit contact links
Add a new link to the list
To edit an existing link, click

on the link and then click
Edit
Select a category
2. To add a new item to the list, click Add; to edit an existing relationship, click
on the item and then click Edit.
Select the type of relationship
Add a new type of relationship
or edit existing relationships
Open a contact list or start

typing to select a contact
Edit the selected contact
3. Select the type of relationship and the related contact. If you don’t see a suit-
able relationship, click Edit Relationships.
Add a new link to the list
To edit an existing link, click

on the link and then click
Edit
Assistant and Parent are two examples

of directional relationships. Co-worker
and Sibling are not directional
4. In the Edit Relationships box, click New to add a relationship to the list or
Creating a New Contact 54

click on an existing relationship and click Edit to open the Edit Relationship
box.
5. Type a name for the relationship and select if you want to designate it as a
directional relationship.
Note: Relationships can be directional or non-directional. “Assistant” is an
example of a directional relationship, since one person in the relationship is
assisting and the other person is being assisted. Agendus will indicate direc-
tional relationships by adding “of” in the other person’s relationship list. For
example, if you add Jeremy as Albert’s assistant, then in Jeremy’s contact
details it will say that Jeremy is the “Assistant of: Albert.”
6. Click Ok to save the relationship.

7. Click Done to close the Edit Relationships list.
8. In the Edit Link box, make sure the correct relationship and contact name are
selected and click Ok. The new relationship will now be listed in the Linked
Contacts tab and in the views where contact details are listed.
Address Lookup
If you have an Internet connection, you can use Agendus to look up or verify addresses
for individuals or businesses.
1. In the Agendus toolbar, click the Agendus button and select Address Lookup
or, from the Contact slip, click the Address Lookup button .
Enter the search criteria

and click Search; if you
opened this dialog from the
contact card, the contact
info is already entered
Click on
Assistant and Parent are two examples

of directional relationships. Co-worker
and Sibling are not directional
2. Select if you are searching for a person or a business and enter at least a last
name or company name in the search criteria. If you opened the Address
Lookup dialog from the Contact slip, this information will be filled in from
that contact.
3. Click Search. The search results will be displayed at the bottom of the dialog.
Address Lookup 55
4. Select one of the results and click Add to either create a new contact with the
found address or to use the found address in the contact slip you were just
editing. You can also dial the found number using the Windows dialer or map
the found address in a new browser window.
Address Lookup 56
Creating New Memos

Agendus integrates directly with Outlook’s notes feature. All of your existing notes
will be available through the Memo view, and you can add new memos. Agendus
expands the functionality of memos by allowing you to assign contacts, photos, high-
light colors, and icons to your memos.
1. In the Agendus Toolbar, click the New button and select New Memo from the
pop-up menu to open a blank memo.
Assign a primary contact, icon,

text color, or photo, or use the
tabs to add a drawing or voice
memo; these function the
same way as on the meeting
schedule slip
Write the text for

the memo
2. Enter the memo text and assign attributes to the memo.

3. When you are finished, click OK.
Creating New Memos 57

Free-Time Finder
Agendus makes it easy to search for an available block of time with the free-time
finder.
1. In the Agendus toolbar, click the Free Time Finder button.
Set how much unscheduled time you are

looking for and other search criteria
Set advanced search criteria
Start the search
2. Enter your search criteria, including how large an open block of time you
need and what days of the week to search. To exclude a certain time of day or
set other options, check Advanced.
3. Click Find to view the search results.
Click to view results in other months
Only dates that meet your criteria will

be marked; click to view available times
Create a new meeting for

the selected time
4. Click on one of the marked days to show a list of matching times on that day
and select one of those times to open a new meeting schedule slip for that day.
Click Cancel in the search results to return to the free-time finder to set new
criteria.
Free-Time Finder 58
Vivid Agenda
Use Vivid Agenda to assign text colors and icons to meetings, tasks, and memos
based on keywords used in their descriptions.
1. To set up or view the current Vivid Agenda rules, click on the Agendus button
in the Agendus toolbar and select Vivid Agenda.
Create a new rule
Click on a rule and click

Edit to modify the rule
Click Apply to apply all

rules to existing items
as well as new items
2. Click New to create a new rule or click on a rule and then click Edit to change
an existing rule.
This rule will be applied

when an item’s description
contains at least one of the
three phrases you enter
Click Apply to apply this

rules to existing items;
click Ok to only apply
this rule to new items
3. Enter the key words or phrases you want to use. The rule is not case sensitive,
so it does not matter if you enter the words in upper- or lower-case letters.
4. If you want this rule to apply only to new entries you create, click Ok; If you
want this rule applied to new and existing entries, click Apply.
5. In the Vivid Agenda Rules list, click Done to return to Agendus, or click
Apply to apply all Vivid Agenda rules to existing and future entries.
Vivid Agenda 59
Capture to Agendus
The Capture to Agendus feature allows you to quickly use text from a note or email to
create a new meeting, task, memo, or contact.
1. Highlight the text you want to capture.
Click and drag to select the

text you want to capture
Tip: If the text you want to capture is not already in Outlook, you can copy and
paste it into a memo in Outlook, and then capture it.
2. In the Agendus toolbar, click the Capture Text button.

Note: This button is also available in the Agendus action toolbars found in the
native Outlook data entry boxes.
Select the type of new record where

you want to use the captured text
Edit the captured text,

if necessary
Fill out any additional

information and click Ok
3. In the capture text box, select the type of new record you want to create. You
can also edit the text you captured.
4. Click Ok to open a new schedule, contact, or memo slip.
5. Finish entering the details for the new item and click Ok.
Capture to Agendus 60
Using, Editing and Moving Icons

One icon set is installed with Agendus. If you have a Palm OS handheld device, icon
sets that you have for your handheld will also be available in Agendus for Windows.
Additional icon sets are available for sale from www.iambic.com and other vendors.
Agendus also includes a built-in icon editor, so you can edit existing icons or create
your own personalized icons.
To add an icon to a meeting, task, or memo, open the schedule slip and click on the icon
menu; if you have installed additional icon sets, select More Icons from this menu.
Edit the selected icon’s image View a different installed icon set
Create a new icon set
Rename the current icon set
Delete the current icon set
Duplicate the selected icon
Delete the selected icon
Create a new icon from scratch
Tip: You can assign default icons by category using Agendus preferences.
Note: To see additional icon sets in Agendus for Windows, you must first install them
on your Palm OS handheld device.
Using, Editing and Moving Icons 61

Editing Icons
To view the installed icons, in the Agendus toolbar click the Agendus button and select
Icon Editor, or from a schedule slip, click on the icon list and select More Icons.
Once you have clicked on an icon, it will appear in the editor on the left side of the
window.
Tip: If you see an icon similar to what you want, you can select that icon, duplicate it,
and then edit the duplicate. (Duplicates will appear at the bottom of the icon list.)
Draw a line or a shape
Erase part of the icon
Fill in an area with color
Pick a pen color from the icon
Select a portion of the icon

(click and drag to move the
selection)
Use the pen to change
one pixel at a time
Pick a new pen or fill color
Make one color of the icon

appear transparent
The background color is used High density icons allow more
with the erase tool detail; these options are avail-
able only if selected in Prefer-
ences | Views
Using, Editing and Moving Icons 62

Synchronizing with a Handheld Device

If you are synchronizing your Outlook data with a handheld device, you can set the
Agendus Extras conduit to make sure that all Agendus information is kept in sync.
1. In the Windows taskbar, right-click on the Hot-Sync Manager icon (usually

located in the lower right corner of your screen).
Windows task bar
Hotsync Manager
You may have to click

here to see the icon for
the Hotsync Manager
2. From the Hotsync Manager’s pop-up menu, select Custom.
3. Select iambic Agendus Extras and click Change.
4. Select the options you want and click OK.

5. Click Done in the Hotsync Manager.
Synchronizing with a Handheld Device 63

SETTING AGENDUS PREFERENCES
General Preferences
The general Agendus preferences allow you to choose between using standard Outlook
dialogs or using specialized Agendus dialogs (page 31). Using Agendus dialogs will
make some Agendus features more accessible and easier to use. This option will only
affect data entry dialogs while you are using Agendus; it does not affect any other
sections of Outlook.
This is also where you can select to use additional icon sets that you may have installed
on a Palm OS handheld device.
In the Agendus toolbar, click the Preferences button and click the General tab.
Use familiar Outlook dialogs to

create or edit meetings, tasks,
contacts, and memos; turning this
option off will make it easier to
access and use some Agendus
features
If you have installed icons on

a Palm OS device, select this
option to use those icons in
Agendus for Windows
Note: Photos assigned in Outlook dialogs will not be available in Agendus, and photos
assigned in Agendus dialogs will not be available in Outlook’s contact or calendar
views. Several default meeting icons, including rollover, birthday, anniversary, and
photo, and multiple attendees will not be displayed for items created using Outlook
dialogs. Several memo features, including assigning icons and contacts to memos,
are only available when using Agendus dialogs.
General Preferences 64
Setting General Calendar Preferences

To open the calendar preferences, go to the Agendus toolbar, click Preferences, and
click the Views tab.
List Sundays or Mondays as the

first day of the week
Set the default time range to dis-

play in some of the calendar views
Setting General Calendar Preferences 65

Preferences for Today View

Set display preferences for the Today view. The preferences include options to make
this view easier to read and to compress the view to display more appointments.
To set the preferences for the Today view, in the Agendus toolbar click the Preferences
button and then click the Today View tab.
Be prepared for upcoming meetings

and tasks by having them display in
the Today view
Choose the source for quotes
Set the location for weather forecasts
Quote of the day displays different quotes each day. Agendus can retrieve these quotes
over the Internet from iambic’s quote server or another server, or it can pull up quoted
from a specially formatted memo (see page 29).
The weather forecast is displayed in the Today view and also displays forecast icons in
some of the other calendar views. For cities in the United States, enter either a city and
state or a ZIP code; for other locations, enter a city and country.
Turning on the email summary will show your unread message headings. Agendus
shows the unread messages for the email client selected under the Internet Options in
the Windows Control Panel (see your Windows documentation for more information).
Preferences for Today View 66

Setting Calendar View Preferences

You can set separate preferences for day, week, month, year and list views. In all of
these views, you can set the font and, except for the day views, a background color or
wallpaper image.
Note: Wallpaper can either be in BMP (bitmap) or JPEG (non-progressive) format.
1. To open the wallpaper preferences, go to the Agendus toolbar and click Pref-
erences, then click the appropriate tab: Day View, Week View, Month View,
Year View, or List View.
Show Saturday and Sunday as

one column (Month View only)
Include tasks in this calendar view
(not available for Year or List Views)
Change the font
Edit or change the background

color or wallpaper (not available
for Day View)
Apply the wallpaper or background

color to all views and modes that
support them
Choosing and Editing Wallpaper and Background Colors

Set wallpaper using Agendus Preferences. Wallpaper can be set individually for Week,
Month, Year, List, Contact, Task, and Memo Views through the preferences for that
view. You can also choose to display one wallpaper in all of those views.
1. From the Agendus Preferences dialog, find the wallpaper section and click the
Edit button to open the Wallpaper Settings dialog.
Setting Calendar View Preferences 67

Select an image file or crop the

currently selected image
Turn off wallpaper
Choose how you want the

image to fill the window
Reduce brightness to
improve contrast with text
0% 30% 60%
Choose a background color
2. To choose a wallpaper image, click the Browse button. Only BMP and JPEG
images can be used as wallpaper.
Click on the file name
to preview the image
Browse to the folder with the image
Open another dialog where you can crop the image

(cropping only affects how the file is displayed in Agendus)
3. Select the file and click Open to return to the Wallpaper Settings window.
4. Select the options you want and click Ok to return to the preferences dialog.
Setting Calendar View Preferences 68

Contact Preferences
Contact preferences in Agendus include setting the display order of your contact list
(by first name, last name, or company name) and setting text labels for the custom
contact fields.
This is also where you can set an Internet mapping service for mapping contact
addresses.
To open the contact preferences, in the Agendus toolbar click Preferences and then
click the Contact View tab.
Select how contact names

are displayed and sorted
Create default labels for

the custom contact fields
Choose an Internet mapping service
Set the font and wallpaper (similar to

Calendar View Preferences, page 68)
Contact Preferences 69
Meeting Preferences
Set the default values for new meetings and choose the scale for the time slider on the
meeting schedule slip. Changing these settings will not affect any meetings already
created.
To open the meeting preferences, go to the Agendus toolbar, click Preferences, and
then click the Meetings tab.
Defaults apply to all new meetings

and events
Note: Set default highlight colors for
categories in Preferences | Themes
and Colors
Note: Set default icons for categories
in Preferences | Icons
Meeting Preferences 70
Task Defaults
Set the default values for new tasks and calls. Changing these settings will not affect
any Tasks or calls already created.
To set defaults for new tasks and calls, in the Agendus toolbar click Preferences and
then click the Task Defaults tab.
Defaults apply to all new tasks and

calls
Note: Set default highlight colors for
categories in Preferences | Themes
and Colors
Note: Set default icons for categories

in Preferences | Icons
Set how many days prior to a due

date a task should start to be dis-
played in the Day view
Task Defaults 71
Task View Settings

Set display preferences for Task views and set actions for completed or dated items.
The display preferences will be applied to all Task and Calendar views.
To change task settings, in the Agendus toolbar click Preferences and then click the
Task View tab.
Hiding completed or undated items

removes them from the calendar and
Task views, but does not delete them
Insert the date you check off a task

into the task’s date field
Add the task information to the note

field of the task’s contact when the task
is completed
Choose the order tasks are displayed

Task View Settings 72

Memo View Settings

Use Memo View preferences to set the font and background color or wallpaper image
for the Memo views.
In the Agendus toolbar click Preferences and then click the Memo View tab.

Memo View Settings 73

Setting Default Icons by Category

Customize which icons to use as a default for each category of meeting or task.
Changing the default icon for a category will not change fonts for any meetings or tasks
that have already been created.
In the Agendus toolbar, click the Preferences button and click the Icons tab.
Click to pick an icon for the

selected category
Large icons are higher res-

olution and may look better
than small icons
Setting Default Icons by Category 74

Setting Themes and Colors

Customize the colors in Agendus by choosing or creating a new color theme. You can
also add highlight colors to meetings, tasks, contacts, and memos based on category.
To open the preferences for themes and colors, go to the Agendus toolbar, click Pref-
erences, and click the Themes and Colors tab.
Themes allow you to change the

color schemes for Agendus
Click to edit the selected theme or

to create a new theme
To pick or change a highlight color,

select an item type and then click
on the arrow next to the category
you want to change
Note: If an item is in more than one category, it will use the highlight color for the first
category in this list.
Editing Themes
To edit a theme, go to the Agendus toolbar, click Preferences and click the Themes
and Colors tab. Then click the Edit Themes button.
Edit the theme name
Contact name color is used when

primary contacts are assigned to
events, tasks, or memos
The ledger color is the alternate

striping seen in some views
Duplicate a theme if you want to

make a new theme similar to an
existing one
Setting Themes and Colors 75

Selecting the Data Source

Most Outlook users use the default setting for saving data. If you are saving Outlook
data in a different folder than the default, you can use the data source preferences to
make this data available in Agendus.
If you are syncing to a handheld device, such as a Palm Treo or Tungsten, this is also
where you can set how linked contacts are added to items.
In the Agendus toolbar, click the Preferences button and click the Data Source tab.
Selecting the Data Source 76

Setting the Language

To change the language used in Agendus, click Preferences in the Agendus toolbar and
click on the Language tab.
Select a new language from this list
Setting the Language 77

Setting Tool Preferences

To open the tool preferences, go to the Tools menu, select Preferences, and click the
Tools tab.
Pop up a message if newer versions

of Agendus become available
Setting Tool Preferences 78

TROUBLESHOOTING AND SUPPORT
Frequently Asked Questions

Please check out the Agendus FAQ located on our website at www.iambic.com/
support/for a complete and updated listing of questions and answers concerning the
software.
1. How do I access the other views?
Click on one of the buttons in the Agendus toolbar to change between today,
calendar, contact, task, and memo views. From within the calendar, you can
select between day, week, month, and year views by clicking the view buttons
at the top-left of the calendar. For views with multiple modes, select the mode
(such as list or grid) from the drop-down menu at the top-right of the calendar.
2. What is ADVANCE on tasks for?

This sets how far in advance of task due dates you want to be able to see tasks
in the Today view.
You can set a default value for this that will be applied on all new tasks by
going to the default task preferences (page 73).
3. How can I quickly find a contact or task?

In Contact views and Task views, use the Filter box to quickly find an entry.
Type the first few letters of the entry and Agendus will only display matching
records. Delete the letters to turn off the filter.
Note: In the Contact views, the filter will search for matches in the name and
company fields. In the Task views, the filter will only search for matches in the
Description field.
When you are creating a new meeting or task, Agendus supports Quick Fill
when assigning a primary contact. In the schedule slip for the new meeting or
task, start typing the contact’s name into the contact box; Agendus will try to
fill in the name for you. Keep writing or typing the name until the correct name
is shown.
Note: Quick Fill will only search for names that match the first display field
(first name, last name, or company name). Change the order these fields are
displayed by changing the contact preferences. (See page 70.)
Frequently Asked Questions 79

Click here and then start

typing the contact’s name
4. Where do I find a version of Agendus that I can use on my handheld

device?
The Palm OS and Symbian versions of Agendus are available at
www.iambic.com.
5. How can I view completed tasks or calls?

Use preferences to display or hide completed tasks and calls. In the Agendus
toolbar, click the Preferences button and click the Task View tab. Make sure
“Show Completed Items” is checked, then click OK. Your completed tasks will
now show up in the Task and selected Calendar views. The text for the
completed tasks will have a strikethrough to show it has been completed.
6. How do I set the color for meetings shown in the week block mode?
The color shown for each meeting in this view is the color for the category that
was assigned to that meeting. Set category colors in the Themes/Colors tab of
the Agendus preferences.
7. How can I find out what version of Agendus I am using?

In Agendus, go to the Help menu and select About Agendus.
8. Where can I find out if I have the latest version of Agendus?

Visit www.iambic.com/upgrade.
9. How can I make the fonts bigger in Agendus?

Set fonts by clicking Preferences and then clicking the tab for the view where
you want to change the font size.
Frequently Asked Questions 80

Service and Technical Support

To obtain support visit www.iambic.com/support.
Service and Technical Support 81

IAMBIC SOFTWARE LICENSE AGREEMENT
PLEASE READ THIS LICENSE AGREEMENT CAREFULLY BEFORE USING

THE SOFTWARE. BY USING THE SOFTWARE, YOU ARE AGREEING TO BE
BOUND BY THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE TO THE
TERMS OF THIS LICENSE, PROMPTLY RETURN THE PRODUCT TO THE
PLACE WHERE YOU OBTAINED IT.
1. License. The application, demonstration, system and other software accompanying
this License, whether on disk, in read only memory, or on any other media (the "Soft-
ware"), the related documentation and fonts are licensed to you by iambic, Inc. You
own the media on which the Software and fonts are recorded but iambic and/or iambic
Licensor(s) retain title to the Software, related documentation and fonts. This License
allows you to use the Software and fonts on a single station (which, for purposes of this
License, shall mean either a mobile device or a desktop unit), and make one copy of the
Software and fonts in machine readable form for backup purposes only. You must
reproduce on such copy the iambic copyright notice and any other proprietary legends
that were on the original copy of the Software and fonts. You may also transfer all your
license rights in the Software and fonts, the backup copy of the Software and fonts, the
related documentation and a copy of this License to another party, provided the other
party reads and agrees to accept the terms and conditions of this License.
2. Restrictions. The Software contains copyrighted material, trade secrets and other
proprietary material and in order to protect them you may not decompile, reverse engi-
neer, disassemble or otherwise reduce the Software to a human-readable form. You
may not modify, network, rent, lease, loan, distribute or create derivative works based
upon the Software in whole or in part. You may not electronically transmit the Software
from one device to another over a network.
3. Termination. This License is effective until terminated. You may terminate this
License at any time by destroying the Software and related documentation and fonts.
This License will terminate immediately without notice from iambic if you fail to
comply with any provision of this License. Upon termination you must destroy the
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4. Export Law Assurances. You agree and certify that neither the Software nor any
other technical data received from iambic, nor the direct product thereof, will be
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6. Disclaimer of Warranty on Software. You expressly acknowledge and agree that use
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Inc.

INDEX
A clock, month view 17 icons 63

about Agendus 8 colors meetings and events 31
activation code 8 Agendus 55 To Dos and calls 41
advance 43 background 57 effects, text 35
default 60 text 35 e-mail
AgendusQuotes 28, 29 conduits, HotSync 51 preferences 61
alarms confirming 52 expanded list
icons 13 contact details 19 To Do view 23
preset 59 contacting iambic 64
contacts F
anniversaries 48
anniversary adding to schedule slip 33
FAQs 64
icons 13 contact history 22
filtering, tasks 60
annual events contact views 19
follow ups 47
editing 31 dialing 21
fonts 54
new 30 grouping 20
frequently asked questions 64
archiving 52 new 48
attendees preferences 58 G
icons 13 converting To Dos, calls, and
meetings 47 grid, week view 16
B grouping
D contacts 19
background color 57
birthdays 48 day view 15 H
icons 13 defaults
meetings 59 hierarchy
block, week view 16
To Dos and calls 60 To Do view 23
business card
deleting hierarchy, To Do view 25
contact view 19
contacts 48 history, contact 22
C memos 49 HotSync Manager 51
templates 46
calls demo code 8 I
editing 41 device ID 8 icons 62
new 40 dialing 21 editing 63
preferences 60 display format 58 in views 13
categories due task icons 13 selecting 34
meeting default 59 duration, default 59 installing Agendus 7
selecting 34
E Internet services
To Do defaults 60
quote of the day 28
center, wallpaper 57
editing weather 61
check for updates 56
Index 69
L wallpaper 57 standard
preferences 52 month view 17
license agreement 67 contacts 58 stretch, wallpaper 57
list e-mail 61 strike through 35
contact view 19 fonts 54 support 66
To Do view 23 general 52 synchronizing 51
week view 16 meetings 59 system requirements 7
location 35 To Do and call defaults 60
To Do settings 60 T
M
Today view 61
tasks
mapping tools 56
editing 41
preferences 58 views 56
matrix 41
matrix wallpaper 57
new 40
icons 13 priorities
priority 41
setting 41 default 60
technical support 64, 66
To Do view 23, 26 setting 41
templates 45
meetings and events private 35
deleting 46
editing 31 new from template 46
new 30
Q
themes 55
preferences 59 quote of the day tile, wallpaper 57
memo view 27 preferences 61 To Do views 23
memos setting up 28 To Dos
new 49 defaults 60
month views 17 R editing 41
new 40
N redo 44
settings 60
registering 8
new Today View 14
repeat
contacts 48 Today view
icons 13
from template 46 preferences 61
To Dos and calls 44
meetings and events 30 toolbar 11
requirements, system 7
memos 49 tools
roll-over
templates 45 preferences 56
icons 13
To Dos and calls 40 troubleshooting 64
setting 35
notes
adding to contacts 48 S U
adding to meetings and underline 35
events 39 saving
unlock code 8
icons 13 auto-save 56
upgrading 7
schedule slips
O meetings and events 31 V
To Dos and calls 41
opacity, wallpaper 57 scheduling vcal 52
follow ups 47 vcard 52
P
meetings and events 30 views 13
photos To Dos and calls 40 contact 19
adding to contacts 48 service 66 day 15
adding to memos 49 sorting memo 27
icons 13 contact views 19 month 17
Index 70
preferences 56
To Do 23
today 14
week 16
year 18
W
wallpaper 57
weather
preferences 61
week views 16
Y
year view 18
Index 71

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U S E R’ S G U I D E

Agendus for Windows Outlook Edition, Version 4

Getting Started with Agendus. . . . . . . . . . . . . . . . . . . . . 10

Working with Agendus. . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Setting Agendus Preferences . . . . . . . . . . . . . . . . . . . . . 52

Troubleshooting and Support . . . . . . . . . . . . . . . . . . . . . 64

IAMBIC SOFTWARE LICENSE . . . . . . . . . . . . . . . . . . . 67

Agendus for Windows Overview

Take Control of Your Schedule

Agendus for Windows Overview 4

Use these buttons to switch

Calls and tasks are shown in

Agendus for Windows includes all of these benefits:

What’s New in Version 4

What’s New in Version 4 5

Upgrading from Earlier Versions of Agendus

Installing Agendus for Windows

3. Double click on the file to start the Agendus installer.

4. Follow the on-screen instructions to finish installing Agendus for Windows.

Entering Demo and Activation Codes

Entering Demo and Activation Codes 8

3. Click the Purchase button to open the Agendus - Purchasing box.

5. Enter your demo code or certificate number and click Enter.

Entering Demo and Activation Codes 9

GETTING STARTED WITH AGENDUS

Before You Begin

Create a new meeting using native Outlook dialog

Before You Begin 10

The toolbar contains

All icons available on your

Display the contact history Different modes and levels of detail

Agendus has many features to make common tasks even easier:

a context-sensitive shortcut menu of actions.

Right click on a meeting, call,

• Templates: Save common meeting settings (times, attendees, locations) as

Use the toolbar to change the view

Agendus uses special icons to indicate a

Anniversary (from contact info)*

* Requires using Agendus data-

Refresh the data

Calendar: Day View

View tasks and

View the contact

Calendar: Week Views: List, Grid and Block

Click to change the mode

Calendar: Month Views: Standard and Clocks

Click to change the month

Click on a day to view the

Calendar: Year View

Click on a day to view

Click on an item to view

Calendar: List View

Set preferences, show

Click on an item to view

Contact Views: List, Business Card, and Photo

Enter text here to only

Click a column heading to sort Edit, copy contact details

Contact list grouped by company

Right-click a contact and select

Access Contact History by

Edit the contact

Select which types