SECTION I: PREFERENCES & DATA MANAGEMENT 5. Resizing the display. 5 Opus One s Preferences. 5 Reminders. 6 First Day of the Week.

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1 SECTION I: PREFERENCES & DATA MANAGEMENT 5 CHAPTER 1: SETTING YOUR PREFERENCES 5 Resizing the display. 5 Opus One s Preferences. 5 Reminders. 6 First Day of the Week. 7 CHAPTER 2: IMPORT, EXPORT AND BACKUP 8 Importing and Exporting Data from Calendar. 8 Importing Data from Reminders. 8 Importing Data from Opus Domini or a Comma Separated Value (CSV) file. 8 Backup. 9 Restoring an Earlier Backup. 9 CHAPTER 3: CLOUD & SYNC SERVICES 10 Setting up a Cloud Account. 10 Sync Services. 10 SECTION II. SHORT TERM PLANNING 1 1 CHAPTER 4: DAILY TASKS 1 1 Daily Tasks. 1 1 Adding Daily Tasks. 1 1 Adding Daily Tasks from Reminders. 1 1 Editing Daily Tasks. 1 2 Bulk Editing Tasks. 1 3 Daily Task Priority. 1 3 Daily Tasks List Views. 1 4 Daily Tasks by Category. 1 7 Task s Quick Option Menu. 1 7 Task s Status. 1 8 Scheduling a Daily Task. 1 8 Forwarding a Daily Task. 1 9 Cancelling and Deleting Tasks. 1 9 Converting Daily Tasks to Master Tasks. 20 Task s Information Card. 21 Adding a Start & End Date to a Daily Task. (Tasks shown several days) 21 Setting Alarms for Tasks. 22

2 Setting Specific Time Zones for Tasks. 2 2 Repeating Tasks. 2 2 Forward Count. 2 5 Task s Notes. 2 6 Task s Tags. 2 6 CHAPTER 5: EVENTS 2 8 Selecting a Date. 2 8 Adding an Event. 2 8 All Day Events. 2 8 Event - Quick Menu. 2 9 Event s Properties / Information Menu. 2 9 Editing an Event. 2 9 Deleting an Event. 32 Calendars. 32 CHAPTER 6: MEETING PLANNER 3 5 Adding a Meeting Planner. 3 5 Editing a Meeting Planner. 3 5 Attaching & Detaching Daily Tasks to a Meeting Planner. 3 5 Deleting a Meeting Planner. 3 6 Sharing a Meeting Planner. 3 6 Creating and Sending a Post Meeting Minute from a Meeting Planner. 3 6 CHAPTER 7: DAILY NOTES 3 8 Text Notes. 3 8 Images. 3 8 Maps. 3 9 Checklists. 40 Drawing Pad Notes. 4 2 Audio Notes. 4 3 CHAPTER 8: MASTER TASKS TAB 4 5 Similarities & Differences between Daily & Master Tasks. 4 5 Adding a Master Task. 4 6 Editing a Master Task. 4 7 Master Task s Quick Option Menu. 4 7 Master Task s Information Car. 4 8 Adding Notes to Master Tasks. 4 8

3 Completed, Cancelled & Deleted Master Tasks. 4 9 CHAPTER 9: WEEKLY PLANNER 50 Running the Weekly Planner. 50 Using the Weekly Planner. 50 CHAPTER 10: DAILY PLANNER 5 4 Running the Daily Planner. 5 4 Using the Daily Planner. 5 4 CHAPTER 11: PLANNER VIEWS 5 7 Changing the Planning View. 5 7 Viewing the Planner in Full Screen Mode. 5 7 Selecting the First Day of the Week. 5 7 Changing the date in the Planner View. 5 8 Planner Settings. 5 8 Viewing a different week or month. 5 9 Viewing & Editing Events in the Planner View. 61 Viewing & Editing Tasks in the Planner View. 62 Sending Daily Tasks to the Master Task List (and vice versa) while in the Planner View. 62 CHAPTER 12: TAGS & SEARCH 6 3 Tags. 6 3 Search. 6 3 SECTION III PROJECTS & LONG TERM PLANNING 6 5 CHAPTER 13: WEEKLY COMPASS 6 5 Compass Builder. 6 5 Adding Roles. 6 5 Editing Roles. 6 5 Deleting Roles. 6 8 Reordering Compass Roles. 6 8 Sharing & Printing Roles. 6 8 CHAPTER 14: GOALS 6 9 Adding Goals. 6 9 Editing Goals. 6 9 Goal Images. 71 Adding Tasks to Goals. 72 Goal Log. 72

4 Goals in Calendar. 72 Sharing Goals. 73 Completing Goals. 73 Deleting Goals. 7 3 Reordering Goals. 7 4 Achievements. 7 4 CHAPTER 15: MISSION & VALUES 7 6 Mission. 7 6 Mission Builder. 7 9 Adding Images to Mission Statement. 7 6 Values Section. 7 7

5 SECTION I: PREFERENCES & DATA MANAGEMENT CHAPTER 1: SETTING YOUR PREFERENCES Resizing the display There are several ways to resize the planner To resize width: 1. Move the cursor towards the right or left edge, until the cursor icon changes from a single arrow to a horizontal bidirectional arrow. 2. Click, hold and resize. To resize height: 1. Move the cursor towards the top or bottom of the planner, until the cursor icon changes from a single arrow to a vertical bidirectional arrow. 2. Click, hold and resize. To adjust the planner s width and height at the same time: 1. Move the cursor towards any of the four corners of the planner. until the cursor icon changes from a single arrow to a diagonal bidirectional arrow. If you see a vertical bidirectional arrow move a bit to the right until the double arrow changes to diagonal position. 2. Click, hold and resize. To view the planner in full screen mode: 1. Click the green button with the plus (+) sign located at the top left corner. 2. To get back to the normal size click the esc (escape) key. Opus One s Preferences To access Opus One s preferences menu 1. From the menus at the top of your Mac screen select Opus One. 2. Then select Preferences. For a shortcut to the Preferences menu click the following keys: (Cmd) +, Command The first tab from the preferences menu General will allow you to quickly: - Activate or deactivate Time Zone Support. - Show or Hide Note Marks on Calendar. - Show or Hide Daily and Weekly Planner on the ToolBar.

6 - Set Page Animation and its Flip Speed. - Activate the Cloud, for sync and backup. The second tab from the preferences menu Weather will allow you to adjust: - Weather Units. - Use automatic location or enter a city name. The third tab from the preferences menu Calendar allows you to choose which calendars should be displayed in Opus One. For more on how to add or edit calendar, please refer to the Calendars section of this manual. The fourth tab in the Preferences menu Siri will allow you to import tasks from Reminders and choose a Calendar to Import. * Please note that Opus One does not sync with Reminders. What it can do is to import tasks from a Reminders list and add these as tasks on Opus One. For more on this feature please refer to the Reminders section of this manual. Reminders Opus One has the ability to import tasks from Reminders. ** IMPORTANT Opus One will only import tasks, this is not a two way sync. After tasks are imported they will be removed from your Reminders List. To activate this feature: 1. From the menus at the top of your Mac screen select Opus One. 2. Select Preferences. 3. Select the third tab, Siri. 4. Check the box that says Import Tasks from Reminders. Upon activating this feature Opus One will create a new Reminders list Opus One Inbox To avoid all of your current Reminders to be imported and deleted, when setting up this feature please keep the default list. For easy reference, tasks added via Siri or imported from Reminders will show a microphone-like icon. Please note that Reminders without a due date will be added to Opus One as Master Tasks, while R eminders with due dates will appear on the corresponding Daily Lis t. For more information on adding tasks via Reminders, please refer to the Adding Daily Tasks from Reminders section of this manual.

7 First Day of the Week For information on how to change the First Day of the Week, please refer to the Events / Calendar section of this manual.

8 CHAPTER 2: IMPORT, EXPORT AND BACKUP Importing and Exporting Data from Calendar Opus One is designed to sync automatically with Calendar. This is a two way sync, events from Calendar will be appearing in Opus One and vice versa. You can always choose to hide one or more calendars. If opening Opus One for the first time, when prompted to give Opus One access to your Calendars: 1. Select Yes for Opus to Sync with Calendar. 2. Select No to keep Opus One separate from Calendar. IMPORTANT : If you choose not to give Opus One access to your Calendars you will not be able to create or edit events, still Opus One will run and you will be able to use all the other features: Task Lists, Daily Notes, Goals, etc. If afterwards you change your mind, to adjust the settings please: 1. Open your Mac s System Preferences. 2. Select Security & Privacy. 3. Select Calendars. 4. Make sure the box next to Opus One.app is checked for Opus One to sync with Calendar (or unchecked). Importing Data from Reminders Opus One has the ability to import tasks from Reminders. ** IMPORTANT this is not a two way sync. Upon activating this feature Opus One will create a new Reminders list Opus One Inbox Afterwards whenever you add tasks to these list they will be imported to Opus One and removed from your Reminders. To activate this feature: 1. From the menus at the top of your Mac screen select Opus One. 2. Select Preferences. 3. Select the third tab, Siri. 4. Check the box that says Import Tasks from Reminders. Importing Data from Opus Domini or a Comma Separated Value (CSV) file. 1. Go to the menus at the top of your Mac screen and select Opus One 2. Select Import. 3. On the next window select the type of entry you will be importing: Daily Tasks, Master Tasks or Daily Notes.

9 ** Other types of entry cannot be imported from Opus Domini to Opus One. 4. Click Open File, 5. Select the file to be imported. 6. On the following window, click the Import button. 7. Wait for the Import Finished message to appear. ** IMPORTANT: R emove all repeating rules for tasks before exporting. And add the repeating rule after importing, otherwise will not work properly. Backup If you choose to use Opus One s Cloud service, there will always be a copy of your information safely stored in the Cloud. For more information on this topic please see the Cloud & Sync Services section of this manual. However if you d like to keep a copy of your data file in a different place, like your Desktop. Please: 1. Go to the menus at the top of your Mac screen and select Opus One 2. Select Backup. If prompted whether you d like to Download Media ; Select Download Media. When finished select again Backup from the top menus and continue to step A new window with a file with a name such as: OpusOneBackup-Jan 1,2014.sqlite will appear. Keep this name or choose a new one. 4. Choose the destination for the backup, for instance Desktop. 5. Click the Backup button. 6. Wait for the Backup OK message to appear. You can do as many backups as you like, however if you do more than one backup in the same day, just remember to set a different name for each otherwise you might accidentally rewrite or erase the first one. Restoring an Earlier Backup To restore an Opus One backup file: 1. Locate your backup and make sure the file has a.sqlite extension. 2. Go to the menus at the top of your Mac screen and select Opus One. 3. Select Restore. 4. The Cloud will be deactivated. 5. Select the file and click the Restore button. 6. After restoring, click on the Cloud icon to reactivate the Cloud & Sync. 7. When prompted, select Keep Local Data.

10 CHAPTER 3: CLOUD & SYNC SERVICES Setting up a Cloud Account In order for Opus One cloud sync and backup services to work you need to validate your Apple id as follows: 1. In your Mac. Open the Apple menu. 2. Select System Preferences. 3. Select Cloud. 4. Sign in with your Apple ID. 5. Make sure the icloud Drive option is active or checked. Sync Services Syncing Macs To sync information from Opus One in two different Macs. 1. Restore your purchase on the 2nd Mac. 2. Click the Cloud icon. 3. Sign in with the same icloud account. Syncing Calendars For information on how to add or sync with the Calendar app or with Google Calendars please refer to the Events / Calendar section of this manual. Importing Reminders Opus One has the ability to import tasks from Reminders, this is NOT a two way sync. Once the information has been imported it will be removed from Reminders and appear as a task in Opus One. Tasks added to Opus One will not show in Reminders. For information on how to import Reminders, please refer to Chapter 2 and the Importing from Reminders section of this manual.

11 SECTION II. SHORT TERM PLANNING CHAPTER 4: DAILY TASKS Daily Tasks The daily tasks list is the place where you can keep all of today s to do s. Each task will be assigned a name, a priority (A1, A2, B1, C4, etc.), a status and a category. Adding Daily Tasks To add a Daily Task: 1. Place the cursor where Add Task text is. 2. Enter the task s name. 3. Press Enter or the plus (+) sign. When adding a task you can add a priority and category. To add a task with a specific priority enter the priority before the task s name. assign a specific category, type it before the task s name between brackets: To For instance, instead of Task, type A1 Task or A1 [Opus One] Task To add a Daily Task on a different date: 1. Go to the calendar above the daily schedule. 2. Select a date. The planner will now show the Daily Task List for this date. 3. Place the cursor where Add Task text. 4. Add a task. To go back to today s list simply click on the month s name. Adding Daily Tasks from Reminders Opus One has the ability to import tasks from Reminders. To set up this feature refer to the Reminders section of this manual. To add a Daily Task using Reminders:

12 1. Add a task to the Opus One Inbox Reminder list. Or the the list you have chosen to import to Opus One 2. Activate the Remind me on a Day option 3. Select the date in which the task should be added. ** If you do not assign a due date for this task, then the task will be added to your Master Tasks List. Tasks added via Reminders: - Will always have a B1 priority. - Will be listed under your default category. - And will show a microphone icon next to the task s name, so you can quickly identify them. Editing Daily Tasks There are several ways in which you can edit a task. - A click to the circle located before the task s priority will mark a task as completed. - Double clicking the task s name or priority will allow you to quickly edit these. Just double click and type the new name or priority. - Dragging the task to a new date will remove the task from today s list and automatically set a new date. - Dragging the task to a new category will change the task s category. - Dragging the task to a new place on the list will change the task s priority. The task will take the priority from the task above A secondary click to the priority will open a Quick Option menu where you can quickly: Change the task s status. Choose from: Normal, Completed, In Progress, Delegate, Forward, Scheduled or Canceled. Select a Category. Delete the task. Re-prioritize your task list. Send a task to the Master Task list. Forward all uncompleted tasks to today. Add a task. Open the Eisenhower Matrix. Print the current page (Today s Daily Task List). Share the current page the Daily Task List.

13 - You can also edit a task by entering the Task s Information Card. To access this menu, select a task, give a secondary click and choose Edit. Here you can edit the following tasks: Status Priority Start & Due date Category Alarm Time Zone Repeating Rule Forward Count Notes Tags Bulk Editing Tasks You can bulk edit tasks status, tasks due date, tasks category or send several task to the Master Task List. You cannot bulk edit tasks priorities, alerts or time zone using this method. To edit several tasks at once: 1. Press the Command Key ( ) and select the tasks to be edited. Tasks to be edited will be highlighted. 2. Give a secondary click for the Quick Option Menu to appear. 3. Select a new status, delete or send all these tasks to the Master Tasks list. To send several tasks to a new date: 1. Press the Command Key ( ) and select the tasks to be edited. Tasks to be edited will be highlighted. 2. Drag the tasks to a new date on the calendar found at the top of the Daily Schedule. Daily Task Priority With Opus One you can prioritize your tasks using an ABC 123 method. The default priority is B1. It does not matter whether you are viewing your task list according to priority or category, whenever you add a task without a priority it will take the next available B-number.

14 You cannot change the default but you can assign a different priority. To change the priority of a task: 1. When entering the task: type the priority before the task s name. i.e. A1 Task. 2. Double click over the priority and type a new one. 3. Select the task and drag it to a new position within the list. 4. Give a secondary click to the task, open the task s Quick Option Menu, select Re-prioritize. This option will renumber the active tasks setting the first task to either A1, B1 or C1 priority. 5. Give a secondary click to the task, open the task s Quick Option Menu, select Edit and on the next window make the necessary adjustments. 6. Give a secondary click to the task, select Eisenhower Matrix and rearrange your tasks. Changes in priority will be saved to the Daily Tasks List. Daily Tasks List Views. Tasks can be viewed: - As a single list. - Arranged by categories. And in any of the chosen above, you can view: - All tasks. Completed and incomplete, or - Active tasks only. To switch between viewing tasks as a single list or by category: 1. Drag the cursor to the bottom left corner of the Daily Task List. 2. Select or unselect the folder icon. * When the icon is active (blue) tasks will be listed by categories. IMPORTANT: To view tasks by categories you need to add categories first, for more information please refer to the Daily Tasks by Category section. To switch between viewing all tasks and viewing only active tasks: 1. Drag the cursor to the bottom left corner of the Daily Task List. 2. Select or deselect the checkmark icon. * When the icon is active (blue) all tasks will be shown.

15 Daily Tasks by Category To view tasks by categories you need to add categories first. To add a category: 1. Add a task. 2. Give a secondary click to this task and select Edit to open the task s information card. 3. Click on Category for the Categories Panel to open. 4. Click Add Category. 5. A New Category will be added. Double click and type a name for this category. 6. The new category will be assigned by default a blue color, to change this click over Blue and select a new color from the list. 7. If you wish to make this your Default Category for all new tasks, check the Default box * To add more than one category repeat steps 4, 5 & 6 as many times as you like. 8. To automatically assign Events created from tasks in a specific Category to a specific Calendar set a Calendar for said Category 9. Close the Task s Information Card to save changes. To view the Daily Task List by categories: 1. Drag the cursor to the bottom left corner of the Daily Task List. 2. Several icons will appear, select the first - the folder icon. Some additional information: - Categories by default will appear in alphabetical order. To change the order please refer to the Editing Categories section of this manual. - Tasks within each Category will be listed according to their Priority. - If you were to add a new task, it will be assigned the next available B Priority from the task list (not the category) - If you use the re-prioritize feature while viewing tasks by category, the first A,B & C tasks from each category will be set to 1. Changing the Default Category 1. Give a secondary click over any task s name or priority to open the task s Quick Option Menu. 2. Select Edit to open the task s information card. 3. Select Category to open the Categories Panel.

16 4. On the next window you will see a list with all your categories, check the corresponding Default box. All new tasks will be assigned to this category, however past entries will not be affected by this change. Editing Categories (Default Category, Name, Display Order, Color & Calendar) Give a secondary click over any task s name or priority to open the task s Quick Option Menu. Select Edit to open the task s Information Card and select Category. On the next window your current categories will be listed alphabetically or in the order they were last set. - To change a category s name. Double click the name of the category and type a new name. - To change a category s color. Click over the color name or the arrows next to the color s name and scroll up / down until you find the color of your choice. - To link a category to a specific Calendar. Click selected calendar and choose a calendar from the list. Note that Calendars cannot be added from Opus One. For more information on how to add Calendars, refer to the corresponding section of this manual. - To change the default categor y for tasks simply check or uncheck the corresponding Default box. - To change the order in which the categories should be displayed in the Daily Tasks List : Select a category, click & hold while you drag and drop it to a new place in the list. Deleting Categories 1. Give a secondary click over any task s name or priority to open the task s Quick Option Menu. 2. Select Edit to open the task s information card. 3. Select Category. 4. On the next window, select the category you want to delete and give a secondary click. 5. Select Delete. IMPORTANT: Tasks formerly listed under the now deleted category will be added to the current Default Category.

17 Task s Quick Option Menu To open the task s Quick Option Menu give a secondary click to any task. This menu will allow you to quickly change the task s status or delete the task. You will also be able to: Reprioritize. Renumber currently active tasks, resetting the top priorities to either A1, B1 or C1. Send a task to the Master Task list. Forward all uncompleted tasks to today. Add a task. Open the Eisenhower Matrix. Print the current page. Share the current page via Mail, Message, Facebook, Twitter and more. For more information on any of these features please refer to the corresponding section of this manual. Task s Status A task can have one of the following status: Normal a task due today Completed a task that has been finished. In Progress - a task on which have started working but is not yet finished. Delegate - a task that has been assigned to someone else. Forward - a task due that is sent to a future date. Scheduled - a task that has been assigned a specific time, today. Canceled - a task that no longer needs to be done. The default status is Normal. To change the task s status : To quickly complete a task, click the circle next to it. Give a secondary click to the task and select a new status from the Quick Option Menu Or give a secondary click, from the Quick Option Menu select Edit" open the task s Information Card and select a new status. Please note that Overdue is not a status that can be selected, instead overdue tasks will show in your Daily Tasks List, they will preserve their priority but will appear in red color to get your attention.

18 Scheduling a Daily Task A scheduled task is a task that has been assigned to a specific time of the day. To change the task s status you will need to drag the task to the Schedule, access the Quick Option Menu or the Task Information Card and change the status. Once this is done the corresponding icon will be shown. To create an Event from a Task or to separate some time for any given task, simply: - Click over the task to select it - Hold the click, and - Drag the task to a specific time slot from your Daily Schedule. You will notice the task s status will automatically change to Scheduled. IMPORTANT : The new event will be added to the Calendar that linked to the task s category. To learn more about linking task categories and calendars, please refer to the Editing Categories section of this manual. Also note that if instead of dropping the task on your Daily Schedule, you drop it into one of the dates of the Calendar that appears above said schedule, the task will be sent to that day s Daily Task List. Finally, if what you d like is to be reminded of a task at a certain time and date, instead of Scheduling add a Task Alarm. For more information see Task Alarms section of this manual. Forwarding a Daily Task You can forward a tasks to a new due date in several ways. 1. Drag the task to a new date on the calendar located above the Daily Schedule. 2. Give secondary click, open the Quick Option Menu, select Forward and select the date to which you would like to send the task. IMPORTANT : If you choose to use the Tomorrow & Next Week quick buttons. Please consider that Tomorrow means the day after the current date not the date your looking at. For instance if today is January 1 st and you are looking at the Daily Task List for January 3 rd when you click on Tomorrow the task will move to January 2 nd not January 4 th. 3. Access the task s Information Card, by selecting Edit on the Quick Option Menu. And modify the task s Due Date.

19 If you choose to forward your task using method number 2, the task will remain on today s Task List, as Canceled and it will also feature and arrow icon to show that this task was moved to a future date. The Forward feature will be disabled just for this task on this date (This means you cannot use the forward feature on a task that has a Forward Status). In the event you remove or delete this task from the current Daily List it will remain on the date to which it was forwarded. If you chose to use any of the other methods the task will be forwarded and will no longer appear on the Daily List. You will not be able to forward a task that has a Forward Status. To forward the forwarded task, you will need to go to the date to which the task was forwarded and re-forward it. IMPORTANT: If you change the status of a task that has already been forwarded back to Normal the task will appear both on today s Daily Task List and on the list of the date to which the task was forwarded. Cancelling and Deleting Tasks Cancelling a task will keep the task on your list, at the end with a strikethrough. Task s information such as: Priority, Category, Time Zone and Notes will not be affected. Deleting a task will remove it from today s list along with its information. To cancel or delete several tasks at once: 1. Press the Command Key ( ) and select the tasks. 2. Give a secondary click for the Quick Option Menu to appear. 3. Select Cancel or Delete. If you Cancel or Delete a task with a Forward Status, this task will only be removed from the original date, but it will remain on the Task List of the date to which it was forwarded. Converting Daily Tasks to Master Tasks Opus One has two separate lists one for today s to dos (Daily Task List) and one for tasks with unassigned due dates (Master Task List)

20 To send items from the Daily Task list to the Master Task list: 1. Select a task To select more than one task Press the Command Key ( ) and select several tasks. 2. Give a secondary click for the Quick Option Menu to appear. 3. Select Send to Master Tasks. Another way to transform a Daily Task into a Master Tasks is by removing the due date. You can do so by; 1. Giving a secondary click. 2. Select Edit. 3. Click Due Date and select No Date Or 1. Select a task and give a secondary click. 2. Select Forward. 3. And select No Date Task s Information Card To access a task s Information Card give a secondary click to any task and select Edit. A new window will appear where you will be able to see and edit information related to this task such as: Status Priority Start Date Due Date Completed Date Category Alarm Time Zone Repeating Rule Notes Tags For information on how to add, edit and delete the Status, Priority and Category please refer to the corresponding sections. The rest of the items on the task s Information Card will be described on the following sections.

21 Adding a Start & End Date to a Daily Task. (Tasks shown several days) You do not need to add a start & end date to each task, however if a task will take more than a day to be completed or if you d like to be reminded that a specific task is due several days in advance you can do so using this feature. To edit a task s Start & End Date : 1. Open the task s Information Card. 2. Click twice over the date. By default the current date will be assigned as the start date. 3. To change this either select a new date from the calendar that appears (using the arrows to move between months) or type it. To type a new date, select the day, month or year field and when it is highlighted simply enter the data. Additional notes: - Multi-day tasks appear in your Daily Task List every day from the Start Date to the selected End Date.. - As this is one task that lasts for several days (and not a repeating task) * If you change the Priority or Category for this task on any of the dates mentioned above, the change will be reflected in all dates. * Task will not appear as Overdue until after the selected End Date. * When you mark this task as completed: - End Date field will be automatically filled. - The task and its information will be stored in that day s Daily Task List. - The task will disappear from all other dates. Setting Alarms for Tasks To add an Alarm to a task: 1. Open the task s Information Card. 2. Click on Alarm. 3. Select a time from the drop down menu. * You can find the Time of the task in the task s Information Card, next to the task s due date. IMPORTANT: the default task time is 9 AM. When a task has different start and end dates the default task time will be 9 AM for the due date and 12 AM for the other days.

22 To set a different time, click 1. Open the task s Information Card 2. Click over the task s time and type a new hour and minute. Setting Specific Time Zones for Tasks Whenever you add a task it is assigned a Floating Time Zone, the task is not tied to a specific time zone, therefore if you travel between time zones the task will move along with you. Basically this means tasks added at home might end a day forward or a day past when travelling and tasks added while travelling may move a day before or after once you get back home. The following example illustrates this better: If you are based in California will travel to Tokyo next Monday and you need to run some errands there, you might want to add these tasks on Monday and then set their Task s Time Zone to Tokyo. While you re still in California these tasks will be appearing on Sunday s Task List however once you arrive to your destination the tasks will show on the right date. This ensures that the tasks will show with a normal status on the right date, instead of showing as overdue or a day after. You can avoid this by setting a specific time zone for a task as follows: 1. Give a secondary click to the task. 2. Select Edit. 3. Open the task s Information Card. 4. Go to Time Zone and select from the drop down menu. IMPORTANT : Repeating Tasks must have a Floating Time Zone. If tied a task to a specific time zone and then added a repeating rule, the task s Time Zone will automatically be changed to Floating. Repeating Tasks To set a repeating rule: 1. Enter or select a task. 1. Give a secondary click to open the task s Quick Option Menu. 2. Select Edit for the task s Information Card to open. 3. Click Set Repeating Rule

23 4. Choose the Frequency in which you d like the task to be repeated, from the available options. Daily Weekly Monthly Yearly Custom 5. Set an End for the Repeating Rule. If you don t set an end date, the task will repeat endlessly over time. If you d like for the repeats to end at a specific date: Go to the option box that says, Ends select On Date, Set an ending date by clicking on the calendar shown. If you d like the repeats to end after a number of instances: Go to the option box that says, Ends select After, And on the blank box next to After, type the number of repeats after which the task should stop appearing on your lists. Or if you d like to end the repeats immediately: Switch the frequency to None. IMPORTANT : - Repeating tasks cannot be set to a specific Time Zone. - The Forward status is disabled for Repeating Tasks. - Overdue repeating tasks roll over but they will only appear in the Daily Task List until: Marked Complete Or when the next repeat is due. - If you add Repeating Rules to tasks that have a Start Date different than its Due Date, only the Due Date will be repeated. - Master Tasks (tasks without due dates) does not support repeating rules. Editing Tasks with Repeating Rules These tasks can be edited in the same way as other Daily Tasks. It is important to remember that is One task that repeats overtime, and not several different tasks. Therefore changes to the repeated task s: Alarm

24 Category Notes or Tags Will affect all the repeats. Past occurrences and future occurrences will be affected all the same. Changes to the repeated task s priority and status will only have effect in the Daily Task List of the day in which they were modified. Editing Repeating Rules There are two ways of doing this: 1. Using the task s Information Card : - Give a secondary click to a task and open its Quick Option Menu. - Select Edit for the task s Information Card to open. - Click Set Repeating Rule - Adjust the frequency and/or the end for the repeats. 2. Drag & Drop. - Select a task with a repeating rule. - Drag it to a new date in the small calendar above the Daily Schedule. - When prompted if you d like to change the rule for Only This instance or All Future repeats: To create a separate instance no longer affected by the repeating rule - and keep the repeats as they are - select Only This. To affect the repeating rule, select All Future. IMPORTANT : If the task was set to end on a specific date i.e. December 31st or after a number of repeats, dragging the task to a new date will not change this. Preset and Custom Repeating Rules Opus One allows you to see the following types of repeating rules: None. The default status for all tasks. Daily. Tasks will appear every day. For a task to be repeated every 2 or 3 days set a Custom Daily repeat instead.

25 Weekly. Task will be repeated every week on the same weekday in which the task was added. For a task to repeat Tuesdays & Thursdays or every 2 weeks on Tuesdays set a Custom Weekly repeat instead. Monthly. Task will be repeated every month on the same calendar day in which the task was added. For a task to be repeated: Twice a month, On the fourth Thursday of every month, or The 1 st Sunday of the month every two months Set a Custom Weekly repeat instead. Yearly. Task will be repeated every year on the same date. For a task to be repeated the 4th Thursday of November every year set a Custom Yearly repeat instead. Overdue tasks with Repeating Rules If a task with a repeating rule is not completed by the time the next occurrence is due it will be automatically replaced by the most recent task. Cancelling and Deleting Tasks with Repeating Rules Cancelling a task with a repeating rule will keep the task on the day s Daily List at the end with a strikethrough. It will not affect the task s information or the repeating rule and it will have no effect on past or future repeats. When Deleting a task with a repeating rule you will prompted whether to remove Only this repeat or All Future repeats. Choosing Only This will delete only the chosen repeat. Choosing All Future will delete the current and all future repeats but it will have no effect on past repeats. Forward Count This feature keeps record of how many times you have changed the due date for a specific task. The Forward Count is increased by one every time you change a task s due date:

26 - Using the forward feature from the Quick Option Menu ; - By editing the task s Information Card; or - By dragging & dropping the task to a different date. * Moving a task to a date before it s original due date will also increase the forward by 1. Task s Notes To add a note to any of your tasks proceed as follows: 1. Give a secondary click to open the task s Quick Option Menu. 2. Select Edit for the task s Information Card to open. 3. Click anywhere on the Notes line. 4. A new window will open. You can either start typing or scroll down to the bottom for more options (Add pictures, checklists, etc). You can add notes on any of the following formats: Text Pictures Checklists Drawings Audio Notes For more information on each kind of notes, please refer to the Daily Notes section of this manual. 6. When finished simply close the window using the x button. When adding an audio note, press Stop ( ) before closing the window. IMPORTANT : When adding notes to a Task with a Repeating Rule these will be shared by all of the repeats. This means anything you add to or delete from a single repeat will be added or deleted on all of them. For more information on the different kind of notes you can add please refer to the Notes section of this manual. Task s Tags Adding tags to tasks will allow you to search and find information faster. Tags may contain alphanumeric characters, special characters and spaces. You can add as many tags as you like. To add tags, 1. Create or select a task. 2. Give a secondary click to open the task s Quick Option Menu. 3. Select Edit" for the task s Information Card to open.

27 4. Enter tags on the corresponding line. If adding two or more tasks separate them using commas.

28 CHAPTER 5: EVENTS Selecting a Date The planner will always open to the current date, according to your device s general settings. To see the Tasks assigned to other days go to the calendar located at the top of the Daily Schedule and click over the desired date. Use the arrows to change months. To go back to the current Daily List click over the month s name. Adding an Event You can add Events in your Daily Schedule and in the Planner Views. You can add an Event in two different ways: 1. Double click on a selected time slot from the Schedule ; or, 2. Give a secondary click to any time slot on the Schedule and select New Event. And proceed to type the name of the Event. To create an Event from a Task, simply: - Click over the Daily Task or Master Task to select it - Hold the click, and - Drag the task to a specific time slot from your Daily Schedule or Planner. To automatically assign events created from tasks to a specific calendar, open the categories panel and set the Calendar for each Category. For more information refer to the Categories section of this manual. All Day Events A ll Day Events are found at the top of the Daily Schedule. Several ways in which you may add an All Day Event: 1. Double click on the space provided for All day events and enter the event s information; 2. Create an event anywhere in the schedule, drag & drop it into the space provided for All day events ; or, 3. Create an Event, give a secondary click, select Get Info and proceed to check the box next to the all day legend.

29 Event - Quick Menu The event s quick menu shows the following options: - Get Info - New Event / Delete Event - Copy Event / Paste Event - Meeting Planner To access an event s quick menu, select the event and give a secondary click. For more options select Get Info Event s Properties / Information Menu All events have the following properties, which are shown in the event s Information Menu : - Title - Location - Beginning & End Time - Time Zone - Repeats - Calendar - Alert - Notes To access an event s Information Menu, select an event, give a secondary click and select Get Info. Editing an Event There are several ways to edit an Event. - To edit the name, double click the Event and type a new title. - To adjust duration, start/end time or the date of the Event, while viewing the Daily Schedule or any of Planner Views select the event, hold the click, drag and drop to a new location. - For more editing options, give a secondary click to the event, select Get Info. IMPORTANT: when editing Repeating Events any change will affect all future events unless you choose otherwise when prompted.

30 Adding & Editing Event Alerts To add or edit an Alert to any event: 1. Give a secondary click to the event and select Get Info. 2. On the following window, next to Alert you will see None. Click and select the kind of alert you d like for this event: None Message Message with Sound 3. To change the time for the alert. Click over the 5 and set a different number and click over Minutes to set a different time unit like hours or days. 1. Click Apply or elsewhere on the planner for the change to be saved. Additional information regarding alerts: The default alert is set to: 5 Minutes before; or The preset alert time you have set on your Mac s Calendar app. When choosing Message with Sound, the default sound will be Basso. To select a different sound, click over Basso scroll through the list and select a sound of your choice. When choosing to be alerted via , you will need to provide the recipient s address. Even though the option to be alerted with a file is listed, currently this is not possible. * Events added from other places and sites may have a different preset alert time. i.e. events added via icloud.com will appear on Opus One with the default alert set on icloud.com. Adding a Default Alert for All New Events This cannot be done directly in Opus One but it can be done using the Mac s Calendar app. To add a default alert: 1. Open the Calendar app. 2. Select the Calendar menu.

31 3. Select Preferences. 4. Click on Alerts. 5. Choose an alert for new events. Assigning Events to a Different Calendar To change the Calendar to which an Event is assigned: 1. Give a secondary click to the event. 2. Select Get Info. 3. Click the current Calendar. 1. Choose a new Calendar from the the available options. The default calendar for events added in Opus One will be the same as on your Mac s Calendar app. For information on how to Add Calendars please refer to the Calendars section. Adding Repeating Rules for Events To add a repeating rule to any event: 1. Give a secondary click to the event. 2. Select Get Info. 3. Go to Repeats. 4. Click and select a repeating frequency. The available options are: None Daily Weekly Monthly Yearly 5. When finished click Apply for the changes to be saved. Adding Notes to Events 1. Give a secondary click to the event. 2. Select Get Info. 3. Click next to where it says notes and type. Event s notes only support text and emoji. Photos, maps, checklists, drawings & audio notes are only available for Task Notes and Daily Notes.

32 Deleting an Event There are several ways in which you may delete an Event: Select the Event and use the backspace key; Give a secondary click to the Event and select Delete ; or Give a secondary click to the Event, select Get Info and then select Delete. ** IMPORTANT : When deleting a repeating event you will be prompted whether you d like to erase a single event This Event Only or All Future Events. Past events will not be affected. Calendars Calendars cannot be added or deleted in Opus One. New calendars need to be added in the Mac s Calendar app. Calendar properties such as: the default calendar for new events, the calendar s color, name, first day of the week and sharing, also need to be set in the Mac s Calendar app. Adding Calendars 1. Open the Mac s Calendar app. 2. From the top menus, select File. 3. Select New Calendar / icloud. 4. Double click on the calendar to set its name and color. 5. To add more calendars, repeat steps 2 to 4. Next time Opus One is opened the new Calendars will be available for selection. Setting a Default Calendar The default calendar for events created in Opus One will be the same as on your Mac s Calendar app. Events added from other places and sites where a different default Calendar might have been set, will keep their original calendar. Example : The default calendar on your Mac is Work and the default calendar on icloud.com is Home. Events created in Opus One will be set by default to the Work Calendar while events added in icloud.com will be assigned to the Home Calendar. To set a Default Calendar:

33 1. Open the Mac s Calendar app. 2. From the top menus select Calendar. 3. Select Preferences. 4. Select General. 5. Go to the 8th option Default Calendar. 6. Choose from the available calendars. Hiding Calendars 1. From the top menus, select Opus One. 2. Select General. 3. Select Calendar. 4. Check the Calendars you d like to be hidden in Opus One. Linking Task Categories and Calendars To automatically assign events created from tasks to a specific calendar, you need to open the Categories panel and set a Calendar for the category. For more information about Categories refer to the corresponding section of this manual. Changing the color of a Calendar 1. Open the Mac s Calendar app. 2. Click on the Calendar button at the left top corner for calendars to show. 3. Give a secondary click to the Calendar. 4. Select a new color. For changes to be shown in Opus One you will need to Quit and Open. Adding a Subscription Calendar 1. Quit Opus One. 2. On the web, find the calendar subscription. If there s a Subscription button click it and skip to step 7, or Copy the calendar s URL 3. Open the Mac s Calendar app. 4. From the top menus, select File. 5. Select New Calendar Subscription. 6. Enter the URL and click Subscribe. 7. Choose color and preset alerts for this calendar.

34 8. Open Opus One and check that events from the new subscription calendar have been added. Syncing with Google Calendars 1. Quit Opus One. 2. Open the Mac s Calendar app. 3. From the top menus, select Calendar. 4. Select Preferences. 5. Select the Accounts tab. 6. Click the plus sign (+) found below the accounts list. 1. Select Google. 2. Enter your Google credentials and click Set up. Depending on the security settings of your Google account, you might need an application specific password. Changing the First Day of the Week 1. Open the Mac s System Preferences. 2. Select Language & Region. 3. Go to First Day of the Week. 4. Choose the start day from the available options. Changing the Schedule from AM/PM to 24 hour format. 1. Open the Mac s System Preferences. 2. Select Language & Region. 3. Go to Time Format 4. And check or uncheck the 24-hour format box.

35 CHAPTER 6: MEETING PLANNER The Meeting Planner is designed to help you: - Prepare for the Meeting - Keep an assistance record - Keep track of Items to be discussed - Write down Meeting Notes - Add Tasks - Quickly Evaluate the Meeting - Share/print the Meeting Planner - Send a Minute to assistants by or save it to your desktop as PDF Adding a Meeting Planner You can a Meeting Planner to any Event. 1. Select or add a new Event. 2. Give a secondary click. 3. Select Meeting Planner. Editing a Meeting Planner To edit the information from a Meeting Planner 1. Access the Meeting Planner either by clicking on the Event and then selecting Meeting Planner, or by clicking to the Meeting Planner icon next to any Meeting Planner Task. 2. Select Meeting Planner. 3. Proceed to edit the Meeting Planner s Information. Dragging and dropping the Event to a new location on your Schedule will automatically adjust the meeting s Start and End time, you do not need to open the Meeting Planner to do so. Attaching & Detaching Daily Tasks to a Meeting Planner The Meeting Planner has a section for Action Items or tasks. To connect tasks from your Daily List to a Meeting Planner as follows: 1. Open the Meeting Planner 2. Position the Meeting Planner so you can see both your Task List and the Meeting Planner. 3. Drag items from your Task List into the Task section of the Meeting Planner.

36 To Detach a tasks from a Meeting Planner, just give a secondary click to the task and from the option menu select the Detach from Meeting Planner option. Deleting a Meeting Planner To delete a Meeting Planner 1. Access the Meeting Planner either by clicking on the Event and then selecting Meeting Planner, or by clicking to the Meeting Planner icon next to any Meeting Planner Task. 2. Click the Delete button found at the right bottom corner of the Meeting Planner. 3. When prompted confirm that you d like to delete the Meeting Planner. Deleting a Meeting Planner - Will not have any effect on the Event to which it was added, this is the Event will continue to appear on your Schedule. - Nor it will have any effect on the tasks added using the Planner. In other words, these tasks will be detached from the Meeting Planner and remain on your list. - All other information: Meeting s Purpose, Attendees, Agenda Items and Meeting Notes, etc. will be permanently deleted from Opus One. Sharing a Meeting Planner You can share the Meeting Planner as an image as follows: 1. Open the Meeting Planner 2. Click the share icon located right before the printing icon 3. Select how would you like to share the Meeting Planner: , message. Facebook, Twitter, etc. If you d like to send a Minute instead of sharing the Meeting Planner as an image continue to the next section. Creating and Sending a Post Meeting Minute from a Meeting Planner To create a minute from a Meeting Planner 1. Open the Meeting Planner 2. Click the Send Minute button

37 3. A new window with a preview of the minute will be shown. The minute includes the following items. - Meeting Information: Purpose, Date, Location, Start & End times - List of attendees and absences. - Agenda Items - Action Items (Tasks) - Text Notes from the meeting.** 4. If you d like to save the minute as a pdf, select Save as PDF. Or if you d like to share it as an image, click on the share icon. ** Images and other types of notes will be stored in the Meeting Planner but will not be included in the minute.

38 CHAPTER 7: DAILY NOTES The Daily Tasks Tab has two sides. The left side shows the Daily Tasks List & the Schedule while the right side is reserved for the Daily Notes a blank space that may be used to: As a journal; To keep daily records (sales, attendance, ratings, etc.); Store data you will be using during the day: telephones, addresses, etc. Write down ideas, thoughts or any other information that comes your way and more. Notes entered in this space will be saved in this specific date and will not be forwarded to the following days. Days with Daily Notes will feature a small dot in the calendar above the Daily Schedule. If needed, you can browse through your Daily Notes using the Search function. For more information on how to use the Search feature please refer to the corresponding section of this manual. Text Notes To enter text on this section, click over the blank space and start typing. To change the font, font size & font color for this specific Daily Note, scroll down to the hamburger menu located at the end of the Daily Notes page and select the desired font, font size & font color. To change the font, font size & font color for all future Daily Notes, you will need to adjust Opus One s preferences settings. For more information please refer to the Opus One s Preferences section of this manual. IMPORTANT : Changes in the font, font size & font color will affect the entire Daily Note. I t s not possible to have half a note with one font and the rest with another, we re sorry for this inconvenience Images Adding Images To add images to your notes: 1. Place the cursor at the bottom of the Daily Notes page. 2. Select the first icon from the icon bar. 3. Choose a file and click Open or double click. 4. To add a second image, repeat.

39 Or select and image from either your computer or the internet, drag and drop it into Opus One s Daily Notes section. When finished, you can continue to add more notes (text, images, audio, etc.) above or below the inserted images. Except when the first item in your notes is an image, in this case you will only be able to add more notes below. Editing Images Edition of images is limited to adding drawings or erasing portions of the image using the Notes Drawing Pad. Resizing or cropping images is not possible. To edit images: 1. Select the image. 2. Give a secondary click. 3. Select Edit Image. 4. Edit the image using the Notes Drawing Pad. 5. Click Save & Close. Or if you do not want to save the changes made select Cancel. Deleting Images To delete images: 1. Select the image. 2. Give a secondary click. 3. Select Remove or tap the Backspace Key. Maps To use or access this feature, you will need an active internet connection ; otherwise the map space will either return a default image or an error message. If planning to use the map later, make sure you will have a connection by then. If not, take a screenshot of the map and add it to your notes as an image. Adding Maps To add a map : 1. Place the cursor at the bottom of the Daily Notes page. 2. Select the 2 nd icon from the icon bar. 3. Type the address and click the S button or the Enter key. 1. Use the + & - signs, to zoom in and out.

40 2. To add a second Map, repeat. You can add more notes (text, images, audio, etc.) above or below, except when the map is the first item in your notes, in this case you will only be able to add notes below. Deleting Maps To delete a map : 1. Select the map. 2. Give a secondary click. 3. Select Remove. Checklists Adding Checklists To add a c hecklist : 1. Place the cursor at the bottom of the Daily Notes page. 2. Select the 3 rd icon from the icon bar. 3. A checklist with appear. 4. Double click over the text ( New List Item ) and enter the first item s name. 5. To add a second item, press Enter or click the plus (+) sign and type. For more on Editing Checklists please refer to the next section. After adding a checklist, you can add more notes above or below the list; except when the list is the first item in your notes, in this case you will only be able to add notes after or below the list. Deleting Checklists To delete the entire c hecklist : 1. Select the Checklist. 2. Give a secondary click. 3. Select Remove. Editing Checklists * Adding Items to a Checklist 1. Go to the end of the list, and select + from the bar to add an item at the end of the list.

41 2. To add an item at the end of a sub level, select any item in the sublevel and select + For instance if your list goes: - Item 1 - Item 2 - Item 3 - Item 4 When selecting Item 2 and clicking the (+) sign the list will be: - Item 1 - Item 2 - Item 3 - Item 4 - New List Item Now if list goes: - Item 1 - Item 2 - Item Item Item 3 - Item 4 Selecting Item 2.2 and clicking the (+) sign, will add an item after 2.2 : - Item 1 - Item 2 - Item Item New List Item - Item 3 - Item 4 If you want to add an entry in between items, for example between Item 2 and Item 2, then you will need to: 1. Add the item using the procedure described. 2. Select the new item. 3. Drag & drop it to its new locations. * Changing Names of Items inside a Checklist 1. Select the item with a double click. 2. Type the new name. * Deleting Items from a Checklist 1. Select the item to be removed, and 2. Click the minus sign (-) from the Checklist bar. This will delete the selected item, unless there is only one item remaining. In this case you will need to delete or remove the entire checklist. IMPORTANT : If the item to be deleted contains sub items or sub levels, deleting it will remove all the sub items as well. Do not use the Remove option that

42 appears when giving a secondary click to the Checklist Bar, as this will remove the entire list with no option to undo the delete. * Adding Sublevels to a Checklist 1. Select an item with a double click. 2. Click the 3 rd icon from the checklist bar located at the end of the checklist. For example if your list shows: - Item 1 - Item 2 - Item 3 - Item 4 Selecting Item 2 and clicking the sub level icon will add a new item between Items 2 & 3. So the list will now look as follows: - Item 1 - Item 2 - New List Item - Item 3 - Item 4 An arrow will now appear before Item 2 this will help you hide or unhide sub level items. * Reordering Items in a Checklist (Drag and Drop) Use icons 4 th & 5 th to move the selected item one level down or one level up. Or drag & drop to reorder items. Keep in mind that: o o When moving a parent item, all the items below ( or sub-items) will move as well. When an item is placed between two different levels, you will have the option of taking either. Drawing Pad Notes Adding Drawings 1. Place the cursor at the bottom of the Daily Notes page. 2. Select the 4 th icon from the icon bar. 3. Use the drawing pad.

43 3. When finished click Save and Close. When using this feature please consider that the drawing pad does not have a scroll bar or an undo button. Deleting Drawings 1. Select 2. Give a secondary click. 3. Select Remove. Audio Notes Adding Audio Notes 1. Place the cursor at the bottom of the Daily Notes page. 2. Select the 5 th icon from the icon bar. 3. Press the red button with a circle 4. Start recording. 5. When finished press the button with a square to save the recording. 6. Close the window. IMPORTANT : You cannot add more content after saving or pressing the square ( Stop ) button. Pressing the Record button after pressing stop will delete the previous recording. Editing Audio Notes Audio notes cannot be edited. Once the the square ( Stop ) button is pressed, you will not be able to continue recording on this note. Pressing the Record button after pressing stop will delete the previous recording. To continue recording, add a new audio note. Deleting Audio Notes 1. Place the cursor at the bottom of the Audio Recorder. 2. Click the last button, Eject (The one with a triangle with a line on top of it) Or 1. Select the voice recorder. 2. Give a secondary click.

44 3. Select Remove Voice Recorder. Hearing / Playing Audio Notes 1. Click the 2 nd button to Rewind the audio. 2. Click the 3 nd button to Play the recording. 3. To hear again repeat steps 1 & 2.

45 CHAPTER 8: MASTER TASKS TAB This is a tab designed to: 1. Keep track of all the tasks that do not have a specific due date. 2. Balance your schedule. In other words, Opus One provides you with two lists of tasks: - Daily Tasks, everything you need to do Today; and, - Master Tasks List, where you can store all those tasks you need or want to do eventually, until you find and assign them to a specific date Master Tasks can be arranged by Priority, divided into Categories and rearranged by dragging & dropping items to new locations. With the help of the Planner you can visualize the activities, tasks & appointments for the weeks & months ahead. Here you can plan and distribute the workload (with a few drag & drops) in a most efficient & balanced way. Picturing the weeks ahead also helps fitting tasks from the master list into your schedule. When you find the appropriate day & time simply drag the task from the list to the Planner (or the Calendar below) to assign it a due date or to the Schedule to save the task as an Event. Similarities & Differences between Daily & Master Tasks Master Tasks are tasks that do not have a due date and because of this are kept on a separate list until you mark them Complete, Cancelled or assign them a Due Date when any of this is done, the task will move from the Master Task List to the corresponding Daily Task List. Much like your daily tasks, Master Tasks can have a Priority, Category, Status, Notes and a Start Date. What you cannot add to this kind of tasks is neither Repeating Rules nor a Forward Until date. Also adding a Time Zone or will have no effect on this kind of tasks. Forward Count will not work until a Due Date is added. And the

46 The following chart illustrates better the difference: Daily Tasks Master Tasks Priority Category Normal, In Progress, Delegated & Scheduled Status Task Notes View as a single list View by Categories Due date Time Zone Repeating Rules Completed / Cancelled Status * Sends the task to the Daily List Adding a Master Task Master Tasks can be added in several different ways: Enter the task on the blank space below the date and click the plus sign (+). Enter the task on the blank space below the date and press the Enter key. Give a secondary click on the Master Task List and select Add Task Remove the due date from a daily task. Select a daily task, give a secondary click and select the Send to Master Tasks option from the menu. When adding a Master Task you can also add a priority and category. To add a priority simply type the chosen priority before the tasks name separating both with a space. To add a category type the category name between brackets. For instance, instead of Master Task, type A1 Master Task or A1 [Opus One] Master Task For more information on Task s Priority & Category please refer to Chapter 4, Daily Tasks.

47 Editing a Master Task You can add a Priority and Category while entering the Master Task, however if you d like to add these later, or edit other information you can do so as follows: 1. Double click the task s name or Priority to edit these; 2. Give a secondary click to access the task s Information Menu and edit the task s Status, Priority, Start Date, Category and Notes ; or 3. Drag & drop the task to a new location in the list (to change priority & category) to any date on the Calendar (to transform the task into a Daily Task ) or into the planner either as a Scheduled Event or as a Daily Task. There are several ways in which you can edit a Master Task. - A click to the circle located before the task s priority will mark a task as completed. - Double clicking the task s name or priority will allow you to quickly edit these. - Dragging the task to a new category will change the task s category. - Dragging the task to a new place on the list will change the task s priority. The task will take the priority from the task above Dragging the task to a date will remove the task from the Master Task list and send it to that day s Daily Task List. For more editing options open the Master Task s Quick Option menu or the Master Task s Information Card. Both of which are described with detail in the following sections of this manual: For information on adding notes to Master Tasks Master Task s Quick Option Menu A secondary click to the master task s priority will open the Quick Option Menu, where you can quickly: Change the task s status. Delegate, Forward, Scheduled or Canceled. Select a Category Detach the task from its parent Goal Delete the task Re-prioritize your task list Print Share Choose from: Normal, Completed, In Progress,

48 For more options access the master task s Information Card as follows: 1. Open the master task s Quick Option menu. 2. Select Edit. Master Task s Information Card To access the master s task Information Card: 1. Select a task. 2. Give a secondary click. 3. Select Edit. The following information will be shown and may be edited: Status Priority Start Date Due Date Category Alarm Time Zone Repeating Rule Forward Count Notes, and Tags ** IMPORTANT : Adding a Start Date or Due Date to any master task, as well as changing the status to Completed or Cancelled will remove the task from the Master Task List and send it to the corresponding Daily Task List. For additional information on how to add & edit a task s Status, Priority, Category, Due Date or Notes please refer to the Daily Tasks or Daily Notes sections, the process is the same for both kinds of tasks. Adding Notes to Master Tasks To add a note to any of your master tasks proceed as follows:

49 1. Give a secondary click to open the Quick Option Menu. 2. Select Edit for the task s Information Card to open. 3. Click anywhere on the Notes line. 4. A new window will open. You can either start typing or scroll down to the bottom for more options (Add pictures, checklists, etc). You can add notes on any of the following formats: Text Pictures Checklists Drawings Audio Notes 6. When finished simply close the window using the x button. When adding an audio note, press Stop ( ) before closing the window. For more information on each kind of notes, please refer to the Daily Notes section of this manual. Completed, Cancelled & Deleted Master Tasks Completing a master task will remove the task from this list and place it as a completed item inside the Daily Task list of the date in which the which the Status was changed. Task s information such as: Priority, Category, Time Zone and Notes will not be affected. Cancelling a master task will remove the task from this list and place it as a cancelled item inside the Daily Task list of the date in which the which the Status was changed. Task s information such as: Priority, Category, Time Zone and Notes will not be affected. Deleting a task will remove it from Opus One along with its information. Changing the status of Cancelled or Completed Master Tasks back to Normal status will cause the task to appear, once again, in the Master Task List. To complete, cancel or delete several master tasks: 1. Press the Command Key ( ) and select the tasks. 2. Give a secondary click for the Quick Option Menu to appear. 3. Select Cancel or Delete.

50 CHAPTER 9: WEEKLY PLANNER The Weekly Planner is a tool that will help you clear your mind, review your week, give insight and perspective regarding where are you in relation to what you want. Is your daily life in line with your mission, values, goals & projects? The Weekly Planner will also help review your productivity and give a second thought to tasks that were left out during the past week. Do you still want to do this, would you rather assign them to someone else or are you better off without these? Make sure you keep headed in the right directions and spend your time on what really matters. Running the Weekly Planner To run the Weekly Planner: 1. Click on the planner icon found in the toolbar at the top of the right page. Just above the quote and weather forecast. 2. Select Weekly Planner. Or 1. From the menus at the top of the screen select Opus One. 2. Select Weekly Planner. If you d like to remove the Weekly Planner icon from the Toolbar: 1. Open Opus One s preferences menu. 2. Select General. 3. Uncheck the Show Task Planner on Toolbar option. Using the Weekly Planner The Weekly Planner features 6 steps to help you review the past week and plan for the week ahead. These steps are: 1. Review Week 2. Add New Ideas & Projects 3. Review Master Tasks 4. Review Mission 5. Decide 6. Schedule Tasks for the week ahead.

51 To navigate use the arrows at the left of the screen, or use the Next & Previous Step buttons or click the arrows at the left of the screen. Review Week The first part of the Weekly Planner shows the current week at the top. To move forward or backward, use the arrows to the side of the current week. To start the week on a different weekday please adjust your Mac s system preferences. To the left you will find: - The week being reviewed - A counter that shows the number of tasks that were completed out of the total tasks. - The list of completed tasks and - The list of uncompleted tasks. - Graphics of completed tasks by category, weekday, compass role & value - Graphics of uncompleted tasks by category, weekday, compass role & value Completed tasks are listed by date completed and priority. The color of the priority depends on the task s category. Tasks cannot be edited in here, except for the name and the priority. The list of uncompleted tasks shows items that were canceled and items that were not marked as complete. Deleted items are removed from Opus One and therefore will not be part of this list. Tasks graphics can show: - Completed / Uncompleted tasks by category as a pie chart. - Completed / Uncompleted tasks by weekday. - Completed / Uncompleted tasks by Compass Role. - Completed / Uncompleted tasks by Value. Use the icons at the top of the chart to switch views. Colors in the pie chart graphics correspond to the Task s Category color, the Compass Role color or the Value color. To change the colors you will need to make adjustments in either the Category, the Compass Role or the Values section. Weekday charts show completed tasks in green and uncompleted tasks in red. These colors cannot be customized.

52 Add New Ideas & Projects The second part of the Weekly Planner is for adding new ideas or projects. This is a simple list, no further actions will be taken in here so there are no categories, due dates or else. To add new items simply enter the text and click the plus (+) sign. item, simply double click and make the necessary changes. To edit any To the right of each item you will find two icons. The first one allows you to move the item to a different position in the list, just click the hand icon, drag the item to its new location and drop. The second icon (trash) will delete the item from Opus One. When finished click Next. Master Tasks This part of the Weekly Planner presents the current Master Tasks List. Select the ones to be completed during the next week and click Next. In this section you will also be able to edit Master Tasks name and priority. You will also be able to drag and drop items to new locations in the list and delete Master Tasks. Review Mission The purpose of this section is to help you reflect about what you want, whether or not you are headed in that direction and why are you doing what you re doing. Some questions that might help: - How did I do this past week? - Were my tasks and goals linked to my life mission or values? - Was I focused on what matters most to me? - If not, why not? And why I m I spending my time the way I do? - If yes. Is there something else I can get, do or learn to fast track my way to happiness? Once you finish this exercise it s time to review the Mission and make the necessary adjustments. To edit the text from your Mission Statement, double click

53 and start typing. To edit the inspirational image, give a secondary click to the image and delete. When finished, click Next Decide It s time to review the list of items that were added as new ideas and the Master Tasks you d like to complete this next week. Think about your Mission and how these might relate to what matters the most for you. If the actions listed help you move forward in the right direction, click the first icon (the clock) to Schedule them in the following section or use the second icon to send the item to your Master Task List. If the action is not related to your mission or values at all, you can Cancel or Delete it. Using the corresponding icons. When done, click Next. ** Please note that New Ideas that are neither Scheduled or sent to the Master Tasks List will be deleted from Opus One. Schedule tasks This is the last section of the Weekly Review. Drag the items from the list to your Planner to schedule them as Events and/or add them as Daily Tasks. The planner by default will show a 5 day view, to change this click on the arrows next the to legend that describes the current view and select a different view from the list. For this section, only the daily and weekly planner views will be available. When done click Finish For more information on how to use the Planner Views please refer to the corresponding section of this manual.

54 CHAPTER 10: DAILY PLANNER The Daily Planner is a tool that can help plan better the day. Running the Daily Planner To run the Daily Planner: 1. Click on the planner icon found in the toolbar at the top of the right page. Just above the quote and weather forecast. 2. Select Daily Planner. Or 1. From the menus at the top of the screen select Opus One. 2. Select Daily Planner. If you d like to remove the Daily Planner icon from the Toolbar: 1. Open Opus One s preferences menu. 2. Select General. 3. Uncheck the Show Task Planner on Toolbar option. Using the Daily Planner The Daily Planner features 4 steps to help you review the day before and plan the day ahead. These steps are: 1. Review Day 2. Add New Ideas & Projects 3. Decide 4. Eisenhower Matrix. To navigate use the arrows at the left of the screen, or use the Next & Previous Step buttons or click the arrows at the left of the screen. Review Day The first part of the Daily Planner shows: - The current date - The number of tasks completed the previous day - The list of completed tasks - The list of uncompleted and cancelled tasks. - A graphic representation of completed and uncompleted/cancelled tasks.

55 Select the uncompleted tasks you d like to forward to today and click Next to move on to the following section. Add New Ideas & Projects The second part of the Daily Planner is for adding new ideas or projects. This is a simple list, no further actions will be taken in here so there are no categories, due dates or else. To add new items simply enter the text and click the plus (+) sign. item, simply double click and make the necessary changes. To edit any To the right of each item you will find two icons. The first one allows you to move the item to a different position in the list, just click the hand icon, drag the item to its new location and drop. The second icon (trash) will delete the item from Opus One. When finished click Next. Decide In this section you get a second look to forwarded items and new items you added on the previous step. A click to the first icon (the clock) will Schedule these the item. Selecting the second icon will send the item to your Master Task List. Finally the third fourth icons are used to either Cancel or Delete the selected item. In order to continue to the following section all items in the section need to be either Scheduled, sent to the Master Tasks List, Cancelled or Deleted. When done, click Next. Eisenhower Matrix This is the last section of the Daily Review. Eisenhower Matrix form. Daily tasks will be shown in an Drag and drop to readjust your list, make the necessary adjustments and when done click Finish.

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57 CHAPTER 11: PLANNER VIEWS The Planner Views are found on the right page of the following tabs: Master Tasks Goals The Planner shows: - The current week - The Planner View selected - Events & Tasks for the selected period - And the Weather Forecast for the next 10 days. You will be able to add, edit & delete Tasks & Events as well as assign your Master Tasks to a specific date. Changing the Planning View To change the planner view: 1. Click over the current view 2. Select a different view from the following available options: - Single day - 5 days - 7 days - Weekend - Monthly - Yearly Viewing the Planner in Full Screen Mode. To see the Planner in Full Screen Mode, click on the arrows at the top right corner of the Planner. To go back to a normal view, click on the x button located at the top left corner. Selecting the First Day of the Week. When using the 5 day View the first day of the week will always be Monday. When using the Weekend View the first day of the week will always be Thursday. When using the 7 day View or the Monthly View the first day of the week will be set according to your Mac s System Preferences. If you d like to change the day in which the week starts for this views.

58 1. Open the Mac s System Preferences. 2. Select Language & Region. 3. Go to First Day of the Week. 4. Choose the start day from the available options. Changing the date in the Planner View. To view a different day, week or month in the Planner: 1. Go to the top left corner, where the time period is shown i.e. January Use the arrows to move forward or backward. Today Button To quickly go back to the current day, week or month click month s name on the calendar below the Master Task List. Planner Settings Selecting the First Day of the Week When using the 5 day View the first day of the week will always be Monday. When using the Weekend View the first day of the week will always be Thursday. When using the 7 day View or the Monthly View the first day of the week will be set according to your Mac s System Preferences. If you d like to change the day in which the week starts for this views. 1. Open the Mac s System Preferences. 2. Select Language & Region. 3. Go to First Day of the Week. 4. Choose the start day from the available options. Font Size The planner font and font size twill be set according to your Opus One s main font and main font size preferences. To adjust Opus One s main font or main font size: 1. Go to the top right corner of Opus One 2. Click on the second icon. The icon that resembles an eye. 3. Select a main font and/or adjust the font size.

59 Weather Opus One will show the weather forecast for the next 10 days. This information cannot be saved. Task View Tasks can be shown as a Single List or By Category. To change the way the list is shown, hover the cursor over the three lines found at the bottom left corner of the Planner page and select the folder icon. Viewing a different week or month The top right corner of the planner view shows the currently chosen view: Daily, 5 days, Monthly, Yearly etc., while the top left corner shows the time period that is currently being displayed January 1, January 6-10, January 2014, 2014, etc. To see a different period of time, - Go to the top left right ( where the shown time period, i.e. January 2014, is displayed) - Using the arrows on the side, move forward or backward the date. ** This section is independent from the Daily Tasks Tab, so you can see one day on the Daily Tab and a different date range on the Planner View. If you re subscribed to the weather service, the Weather Forecast will show on the Planner for the current day and the following 9 days. Viewing & Editing Events in the Planner View Quick Shortcuts While on the Planner View, you can quickly - Add a New Event - Copy & Paste an existing Event - Delete an Event Quick Add Event To quickly add a new event while on the planner view 1. Select a blank time/date slot

60 2. Give a secondary click 3. Select New Event ** IMPORTANT : If the time slot you wish to use is already occupied by another event, the New Event option will not be shown. You will still be able to add a new event, but you will need to either use the Event s Information Card or create the event on a blank time slot and drag it to the correct time. To create events that last more than a day or that expand into the next day: 1. Double click on the selected time slot 1. When the Event is created, click elsewhere in the planner. So the event is not select. 2. Move the cursor over the Event near the event s bottom line until the cursor has the shape of a line and two arrows. 3. Adjust the Event s duration. To Copy & Paste an Event To quickly add a new event while on the planner view 1. Select the Event to be copied 2. Give a secondary click 3. Select Copy 4. Select the time/day slot where the event will be copied 5. Give a secondary click 6. Select Paste 7. If you d like to copy the event more than one time, repeat Steps 4 6 as many times as necessary Quick Delete Event Or 1. Select the Event to be deleted 2. Give a secondary click 3. Select Delete 1. Select the Event to be deleted 2. Click the Backspace key

61 Editing Events using the Event s Information Card To edit Events while on the Planner View When using one of the first four available views is selected (one day, 5 days, 7 days or weekend) 1. Select the Event 1. Give a secondary click 2. Select Get Info 3. Once the Event s Information Card opens proceed to edit: Location Duration Time Zone Repeating Rule Calendar Alerts, or Event s notes. If using the Monthly View 1. Give a secondary click on the Event to be edited 2. Select Edit Event Name 3. And proceed to edit. Viewing & Editing Tasks in the Planner View Tasks will appear: - Under the schedule, on the 1 day, 5 day, 7 day & Weekend view. - Under the listed events, on the Monthly View. To see the entire contents of a single day, click on the selected date and, if needed, scroll up or down. Tasks can be shown as a Single List or By Category. To change the way the list is shown, move the cursor towards bottom left corner of the planner page and click the folder icon. To edit a Task while on the Planner View - Locate and select the Task to be edited - Give a secondary click - Select Edit

62 Sending Daily Tasks to the Master Task List (and vice versa) while in the Planner View. There are two ways of sending a Daily Task to the Master Task List while on the Planner View. 1. Give a secondary click and select Send to Master Tasks, or 2. Drag any task from the Planner and drop it into a Category and Priority of your choice in the Master Task List. To assign a due date to Master Task (which will transform the Master Task into a Daily Task) 1. Drag the Master Task into the Planner. IMPORTANT : This only works when the Planner is set to a 1 day, 5 day, 7 day or weekend view. 2. Drag the Master Task and drop into the small calendar located below the Master Task List. 3. Give a secondary click to the Master Task, select Edit and choose a Due Date for this task. IMPORTANT : if you drop the Master Task into the Schedule, it will create an Event instead of a Task. Please be aware that Completed Tasks cannot be moved using the drag & drop method. The only way to move these tasks is to give a secondary click, access the Task s Information Menu and change the End Date.

63 CHAPTER 12: TAGS & SEARCH Tags Tags are designed to help you group similar tasks and easily access them using the search feature. Adding Tags 1. Select any task (Daily Task or Master Task) 2. Give a secondary click 3. Select Edit 4. Enter text on the Tags field, separated by commas. If the task already has a tag simply and you want to add a second tag, place the cursor after the last tag and enter the new text. Removing Tags 1. Select a task 2. Give a secondary click 3. Select Edit 4. Go to the Tags field 5. Select the tag or tags to be removed 6. Press the backspace key. Search 1. Select the magnifying glass icon located at the top right corner of Opus One. 2. Type any word or words. 3. Hit Enter IMPORTANT : - Basic search will bring back all the results containing ANY of the words. - Search is not case sensitive. - The default date range is set to search for entries within the last 7 days. For advanced search options please continue reading. Advanced search options To search for an exact phrase use. For example type Opus One instead of Opus One.

64 Use + and - to add or remove words from a search. For example type Opus +One to obtain all results containing Opus & One. Or type Opus -One to obtain all results containing Opus but not One. To search for a specific kind of entry: 1. Select the magnifying glass icon located at the top right corner of Opus One. 2. On the next window select the magnifying glass icon 3. Check the kind of entry to be searched. Choose from: - Tasks - Task Notes - Daily Notes - Events 4. To search for two or more kind of entries,repeat steps 2 & 3 as many times as necessary. 5. Enter the word or phrase to be searched. 6. Press the Enter key and wait for the search results. If searching for tasks, you can choose to search only within completed tasks, only among uncompleted tasks or on both. To search within a specific time range. 1. Select the magnifying glass icon located at the top right corner of Opus One. 2. On the next window select the magnifying glass icon 3. Select Filter by Date 4. Add a date range 5. Enter the word or phrase to be searched. 6. Press the Enter key and wait for the search results. ** For more specific searches use all of the above in combination, like in the example below.