Requirements: Installation:

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1 Requirements: SQLite3 is required for the database. Linux users should install SQLite3 using their distributions package manager. Or you can download it from the SQLite website: For windows users SQLite is included with the Yellow PIM msi installer. Installation: Linux users: tar.gz package: untar -xvf yellowpim_*.tar.gz cd yellowpim_x.x.x as root./install.sh.deb package: as root dpkg -i yellowpim_*.deb.rpm package: as root zypper install yellowpim_*.rpm Windows users: executre the YellowPIM_x.x.x.msi Running the Yellow PIM program. Linux users: a Yellow PIM entry will be placed in the Office group of the start menu. Windows users: a Yellow PIM entry will be placed in the Start menu. On startup, Yellow PIM will check for its database. If not found it will create a folder in the user's home folder (/home/user on linux, /Users/user/My Documents/ or /Documents and Settings/user/My Documents/ on windows) named yellowpim. Inside this directory it will create an empty database and another folder named maps.

2 First steps. Categories, Contact Lists, Event Types, Task Types are created / maintained from the Setup menu option.

3 Categories are a way to connect similar types of data. Categories can be something like: Personal, Business, Family, Hobbies, Golf, etc. PIM data can be assigned to more than one category at a time. You can create as many different categories as you need. You can also think of categories as attributes, key words, tags, etc. You create categories from the Setup -> Categories menu option.

Contact Lists should be familiar to you. They are the same as your email contact lists. Contact lists can be Personal, Business, Golf League, etc.

4 Contact Lists should be familiar to you. They are the same as your contact lists. Contact lists can be Personal, Business, Golf League, etc. Individual contacts can be assigned to none, one or many lists. You can create as many different contact lists as you need. You create contact lists from the Setup -> Contact Lists menu option.

5 Event Types are a way to identify events. Examples could be: Anniversary, Birthday, Conference, Wedding etc. You can create as many event types as you need. You create event types from the Setup -> Events menu option.

6 Task Types are a way to identify tasks. Examples could be: Widget Report, Tune up Car, etc. You can create as many task types as you need. You create task types from the Setup -> Tasks menu option.

7 Calendar: Default display is the current day. You can select a specific date by entering / selecting a date on the calendar. The top calendar is the previous month, the middle calendar is the current month and the bottom calendar is the next month. Clicking on any day of a calendar makes that the currently selected date. If you click on the first (or any other) day of the previous month then it will become the current month. By repeatedly clicking any day of the previous month you turn the calendar back. Similarly if you click on any day of the next month you turn the calendar forward. You can select to view the calendar by Day / Week / Month by clicking on the associated Day / Week / Month tab page.

Categories: From Webster's dictionary: category a : any of several fundamental and distinct classes to which entities or concepts belong; b : a division within a system of classification.

10 Categories: From Webster's dictionary: category a : any of several fundamental and distinct classes to which entities or concepts belong; b : a division within a system of classification. You can view All categories or select an individual category. Click on an entry in the Items column to view the entry. Click on the 'Name' or 'Title' in the General tab to change the entry. Filters are: From / To date range.

11 Contacts: From Webster's dictionary: contact a : an association or relationship; b: a connection. View Yellow PIM Contact entries. You can view All contacts or select an individual contact list. Buttons will allow you to Add, Edit, Delete contact entries. You can import contacts as well. See the section on Tools : Import. Filter by Contact Lists by clicking on a specific contact list. Filter the selected contact entries. Select Active / Deleted; Categories from the drop lists. Click on a contact list to show contacts on the selected contact list.

12 Contact entry Personal data:

13 Contact entry Business data:

14 Contact entry Other data:

15 Contact entry Categories data:

16 Contact entry Contact Lists data:

17 Contact entry Notes data:

Diary: A simple diary to record what you do. You can view all entries on select a date range. Entries are show in newest to oldest order. Buttons will allow you to Add or Edit diary entries.

18 Diary: A simple diary to record what you do. You can view all entries on select a date range. Entries are show in newest to oldest order. Buttons will allow you to Add or Edit diary entries. The Edit function will only allow you to change Categories. You cannot change the text of the diary entry itself. Enter a From / To date range to only show entries in the date range. Filter on Categories by clicking on a specific category.

19 Events: From Webster's dictionary: event a : something that happens, an occurrence; b : a noteworthy happening; c : a social occasion or activity. You can view all events or select different event filters. Filters are: Active or Deleted events. All Categories or a selected category. All Priorities, No Priority or a selected priority. All Types, No Type or a selected type. From / To date range.

20 Buttons will allow you to Add, Change or Delete event entries. Click the New button to add a new event, click the Change button to change an existing event or click the Delete button to delete an existing event. Title Recurring Start Date / Time Reminder Days / Time End Date / Time Reminder Days / Time All Day Event Priority A descriptive title for this event. A recurring event: Yes or No. Event start date / time. The number of days before the event start to show a reminder. A specific reminder time. Zero, 1 or 2 reminders can be set. Event end date / time. The number of days before the event end to show a reminder. A specific reminder time. Zero, 1 or 2 reminders can be set. Check if the event lasts all day. Select a priority for the event: No Priority, Lowest, Low, Normal, High, Highest.

21 Type Sponsor / Organizer Description Location Milage Required People Optional People Resources Select No Type or a user defined type. The sponsor or organizer of the event. A description of the event. The location of the event. The distance to the event. People that need to be at the event. Optional people to invite / notify of the event. Resources needed for the event. Click the Categories tab to Add / Change / Delete categories for this event. Click the Notes tab to Add / Change / Delete notes for this event. Click the Recurring tab to setup a recurring event. Click the Update button to update the event. Click the Cancel button to cancel the current event action.

22 Click the Categories tab to show what categories this event is assigned to. All Categories Active Categories Click an entry to select it. Click the ---> button to set the category. Click an entry to select it. Click the <--- button to remove the category.

23 Click the Notes tab to show any Notes for this event. Click the New button to add a new note. Click the Change button to change the selected note. Click the Delete button to delete the selected note. Topics Topic Text A list of notes for this event. A descriptive topic for the note. The note text. Click the Add button (it will replace the New button) after you have entered a topic and text. Click the Update button (it will replace the Change button) after you have changed the topic or text.

24 Click the Recurring tab to set up a recurring event. Recurs Recurs Every Day / Week of Starting on Ending on Select Daily, Weekly, Monthly, Yearly. Set the recurring interval, type. Select the day(s) / week(s) to recur. Set the recurring start date. Select Repeat count or Date. Enter the number of times to repeat or the last recurring date.

25 Notes: View Yellow PIM Note entries. You can view All notes or select a date range. Default date range is all dates. Buttons will allow you to Add, Edit, Delete note entries. Filter by Active / Deleted; Categories; Priorities of notes.

26 Notes entry Change

Tasks: From Webster's dictionary: task a : a usually assigned piece of work often to be finished within a certain time; b : something hard or unpleasant that has to be done; c : duty, function.

27 Tasks: From Webster's dictionary: task a : a usually assigned piece of work often to be finished within a certain time; b : something hard or unpleasant that has to be done; c : duty, function. You can view all tasks or select different task filters. Filters are: Active or Deleted tasks. All Categories or a selected category. All Priorities, No Priority or a selected priority. All Statuses, No Status or a selected status. All Types, No Type or a selected type. From / To date range.

28 Buttons will allow you to Add, Change or Delete task entries. Click the New button to add a new task, click the Change button to change an existing task or click the Delete button to delete an existing task. Title Description Priority Status Task Type Recurring Start Date / Time Reminder Days / Time Due Date / Time Reminder Days / Time A descriptive title for this task A descriptive note about the task. No Priority, Lowest, Low, Normal, High, Highest. Completed, Deferred, In Progress, Not Started, Waiting. No Type or a user defined task type. A recurring task: Yes or No. Task start date / time. The number of days before the task start to show a reminder. A specific reminder time. Zero, 1 or 2 reminders can be set. Task due date / time. The number of days before the task is due to show a reminder. A specific reminder time. Zero, 1 or 2 reminders can be set.

29 Percent Completed Completed Date Percent completed, 0 to 100. The task completed date. Click the Categories tab to Add / Change / Delete categories for this task. Click the Notes tab to Add / Change / Delete notes for this task. Click the Recurring tab to setup a recurring task. Click the Update button to update the task. Click the Cancel button to cancel the current task action.

30 Click the Categories tab to show what categories this task is assigned to. All Categories Active Categories Click an entry to select it. Click the ---> button to set the category. Click an entry to select it. Click the <--- button to remove the category.

Click the Notes tab to show any Notes for this task. Click the New button to add a new note. Click the Change button to change the selected note. Click the Delete button to delete the selected note.

31 Click the Notes tab to show any Notes for this task. Click the New button to add a new note. Click the Change button to change the selected note. Click the Delete button to delete the selected note. Topics Topic Text A list of notes for this task. A descriptive topic for the note. The note text. Click the Add button (it will replace the New button) after you have entered a topic and text. Click the Update button (it will replace the Change button) after you have changed the topic or text.

32 Click the Recurring tab to set up a recurring task. Recurs Recurs Every Day / Week of Starting on Ending on Select Daily, Weekly, Monthly, Yearly. Set the recurring interval, type. Select the day(s) / week(s) to recur. Set the recurring start date. Select Repeat count or Date. Enter the number of times to repeat or the last recurring date.

33 To Do: A list of things to do.

34 Tools Export: Tools Import: You can import data from Microsoft Outlook, Outlook Express and Thunderbird. You must export the data from those application is comma separated values (CSV) format. You can import Microsoft Outlook entries to the Calendar, Contacts or Notes; Outlook Express contacts or Thunderbird contacts, etc. Select Tools -> Import -> Microsoft Outlook / Outlook Express / Thunderbird Click Select File. Navigate the file open dialog to select your exported data file. Click OK. Select the "Map" for your type of data from the drop down list. Click "Select Map". Click OK. Click Import File. Click Close. Your imported data should now be ready for use.

[Not for Circulation] This document provides information regarding using tasks in Microsoft Outlook 2007.

[Not for Circulation] This document provides information regarding using tasks in Microsoft Outlook 2007. Outlook Tasks This document provides information regarding using tasks in Microsoft Outlook 2007. Overview of Tasks A task is an item that you create in Outlook to track until its completion. Through the