Franklin Planner TM for Microsoft® OutlookTM 98 and 2000 User's Guide 23030UG License Agreement and Copyright Information Important! You must exit Microsoft® OutlookTM before installing Franklin PlannerTM software. Franklin PlannerTM for Microsoft® OutlookTM License Agreement By breaking the seal on the Software diskettes or CD-ROM, or installing, copying, or otherwise using this software product, you agree to be bound by the terms of this software license agreement. If you do not agree to the terms of this license agreement, you are not authorized to use the software product and must promptly return the package to the place where you obtained it. Purchaser's License Franklin Planner software is protected by copyright law and international copyright treaty. The Franklin Planner for Microsoft Outlook computer program ("Software") is licensed, not sold, to you. You own the diskettes or CD-ROM, but ("Franklin Covey") retains ownership of all copies of the software. You may copy this software onto a computer for personal use and you may make an archive copy for the sole purpose of protecting your investment from loss. As an express condition of this license, you must reproduce on each copy the copyright notice as it appears on the original software supplied by Franklin Covey. Franklin Planner software may not be made available for use by more than one person. Making this software available for use by more than one person is illegal and will terminate this license. Each person using the software must purchase a separate software package, just as they would purchase their own copy of the Franklin Planner. Transferring the Software License You may legally transfer all of your rights to use this software to another person provided you also transfer all copies of the software, diskettes, and documentation (including this license agreement). Remember, by transferring your right to another person, you no longer have any right to use it. The person to whom this software is transferred may legally use it in accordance with copyright law, international treaty, and this license agreement. Upgrades and the original version of the software constitute a single product. The original version and upgraded software may not be available for use by two different people at the same time and may not be transferred separately. You may not decompose, reverse engineer, disassemble, or otherwise reduce the software to a human perceivable form. Except as provided in this license, you may not transfer, rent, lease, lend, copy, modify, translate, sublicense, time-share, or electronically transmit or receive this software, media, or documentation. You agree that neither the software nor any direct product thereof will be transferred or re-exported, directly or indirectly, into any country prohibited by the U.S. Export Administration Act and its regulations, nor will it be used for any purpose prohibited by the Act. Limited Warranty This software and accompanying physical media are warranted to be free of defects in materials and workmanship for 30 days from the purchase date. If Franklin Covey receives written notification within the warranty period of defects in materials or workmanship, Franklin Covey will replace the defective media or documentation. If Franklin Covey does not receive notice within 30 days of purchase, it will be assumed that the program is operating in a satisfactory manner and that you wish to keep the program and be bound by the terms and conditions of this license. Specifically, Franklin Covey makes no representation or warranty that the software or documentation are error-free or meet any user-particular standards, requirements, or needs. Other than the above mentioned guarantee and support, this program and accompanying media and documentation are provided as is, without warranty of any kind, either expressed or implied, including but not limited to the implied warranties of performance, merchantability, and fitness for a particular purpose. The entire risk as to the quality and performance of the program is assumed by you. Should the program prove defective after the trial period, you (and not Franklin Covey) assume the entire cost of all necessary servicing, repair, or correction. In no event will Franklin Covey be liable for any damages, including lost profits, lost savings, or other incidental or consequential damages arising out of the use or inability to use this program. Termination of This License This license will terminate immediately, without notice from Franklin Covey, if you fail to comply with any of its provisions. Upon termination of this license, you must destroy all copies of the software. You may terminate this license by doing so at any time. Franklin Covey reserves all rights not specifically granted to the user in this statement. ii Disclaimer and Limitation of Liability Franklin Covey assumes no responsibility for any damage or loss resulting from the use of this product. Franklin Covey also assumes no responsibility for any damage or loss caused by the use of the Palm OS, Windows CE OS, or any third party software or hardware. Franklin Covey assumes no responsibility for the deletion of data as a result of malfunction, repairs, or hardware battery replacement. Be sure to make backup copies of all important data on other media to protect against data loss. Entire Agreement This Agreement sets forth the entire understanding and agreement between the parties and may be amended only in writing signed by both parties. No vendor, distributor, dealer, retailer, salesperson, or other person is authorized by Franklin Covey to modify this Agreement or to make any warranty, representation, or promise that is different than, or in addition to, the warranties, representations, or promises of this Agreement. Restricted Rights The Software is provided with restricted rights. Use, duplication, or disclosure by the government is subject to restrictions as set forth in DFARS 252.227-701© (1) for the Department of Defense of FAR 52.227-19© (2) for other U.S. Government entities. Contractor/manufacturer is Franklin Covey, 2200 West Parkway Boulevard, Salt Lake City, UT, 84119-2099. Copyright © 2000 Franklin Covey Co. Printed in the U.S.A. All rights reserved. Reproduction, adaptation, or translation of this document is prohibited without prior written permission of Franklin Covey. Franklin PlannerTM software is a registered trademark of Franklin Covey. Palm Computing, Graffiti and HotSync are TM registered Trademarks, and Palm VII, Palm V, Palm III, PalmPilot, Palm OS, Palm, the Palm Computing platform logo, the Palm VII logo, the Palm V logo, the Palm III logo, and the PalmPilot logo are trademarks of Palm Computing Inc. or its subsidiaries. Microsoft Windows 95 and Windows 98 are registered trademarks and Outlook and Windows CE are trademarks of Microsoft Corporation. All other brand and product names mentioned in this manual are trademarks of their respective companies. iv &RQWHQWV License Agreement and Copyright Information .....................................ii Franklin PlannerTM for Microsoft® OutlookTM 98 and 2000.................7 Discover What Matters Most........................................................................ 7 System Requirements.................................................................................... 7 What You Install with Franklin Planner...................................................... 8 Special Instructions for Current Users of Palm Organizers.....................9 Before Installing Franklin Planner........................................................10 Preparing to Install Franklin Planner......................................................... 10 To Install Expression Service from the Outlook CD.......................... 10 Back Up Your Palm Organizer Data .......................................................... 11 Special Information for Palm Organizer Users .....................................13 First Method ......................................................................................... 13 Second Method..................................................................................... 13 Install Franklin Planner for Microsoft Outlook.....................................15 Install Franklin Planner .............................................................................. 15 Installation Options ............................................................................. 16 A Note on Franklin Planner Software/ ASCEND 97 Data Conversion ............................................................. 17 Continue the Installation ..................................................................... 17 Register Franklin Planner ........................................................................... 18 Starting Outlook After Franklin Planner Installation ............................... 20 Uninstall Franklin Planner ......................................................................... 20 Installing Special Components ............................................................22 Converting Franklin Planner Software/ASCEND 97 Data ................ 22 Install Palm Components ........................................................................... 23 Install PPC (Pocket PC) Components ....................................................... 23 Franklin Planner Software Data Conversion............................................. 24 Install Multimedia Files .............................................................................. 25 v Start Using the Franklin Planner..........................................................26 The Franklin Planner Menu ....................................................................... 26 The Franklin Planner Toolbar.................................................................... 26 What Matters Most Today versus Outlook Today.................................... 27 Adding the Franklin Planner Icon to your Windows Taskbar ................. 28 Getting Help ........................................................................................29 The What Matters Most Compass Map..................................................... 29 The Multimedia Companion Volume ....................................................... 31 Online Help ................................................................................................. 31 Outlook Help........................................................................................ 31 Franklin Covey Help ............................................................................ 31 Technical Support ....................................................................................... 32 Using the Wizards to Discover What Matters Most .............................33 Identify your Governing Values ................................................................. 33 Identify your Roles ...................................................................................... 35 Develop your Mission Statement ............................................................... 36 Set Long-Range Goals ................................................................................. 38 Create a Weekly Compass........................................................................... 39 Using Franklin Planner to Manage your Time......................................40 Remember to Plan....................................................................................... 40 Plan Your Week.................................................................................... 40 Plan Your Day....................................................................................... 41 Create a Prioritized Daily Task List............................................................ 42 Schedule Appointments.............................................................................. 43 Create a Master Task List............................................................................ 44 Use Your Weekly Compass......................................................................... 45 Use Outlook's Journal as a Daily Record of Events................................... 46 Print to Franklin Covey Custom Forms .................................................... 47 Additional Information ........................................................................49 Running the Conversion Utility as a Standalone Application.................. 49 Index ...................................................................................................51 vi Franklin PlannerTM for Microsoft® OutlookTM 98 and 2000 You know Microsoft Outlook as an innovative and integrated productivity tool that combines electronic mail, calendaring, group scheduling, and contact and task management into a single, easy-touse system. Franklin Planner for Microsoft Outlook extends these capabilities to inclu ...