PlanPlus from FranklinCovey PlanPlus from FranklinCovey 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 PlanPlus is protected by copyright law and international copyright treaty. The enclosed computer program (software) is licensed, not sold, to you. You may not decompile, reverse engineer, disassemble, reduce or otherwise attempt to discover any source code, underlying ideas, algorithms, file formats or programming interfaces of the software. Except as provided in this license, you may not transfer, rent, lease, lend, copy, modify, translate, sublicense, re-sell for profit, time-share, or electronically transmit or receive this software, media, or documentation. 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 FranklinCovey. PlanPlus has the capability to be used by more than one person on the same computer. The intent of this feature is to provide added functionality for a small group of people (such as a family) to maintain separate databases within one copy of the software. This does not allow members of the group to make copies of the software (except for archive and personal purposes as described within this manual.) Copying this software to make it available for use by more than one person is illegal and will terminate this license. Each person using PlanPlus must purchase a separate software package unless they intend to work within the capabilities of the multiple user feature. Transferring the Software 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 or CD-ROM, 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 copied for use by two different people at the same time and may not be transferred separately. 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 or will be used for any purpose prohibited by the Act. Limited Warranty PlanPlus and accompanying physical media is warranted to be free of defects in materials and workmanship for thirty days from the purchase date. If FranklinCovey receives written notification within the warranty period of defects in materials or workmanship, FranklinCovey will replace the defective media or documentation. If the software was purchased from a retail store, then return the Software and accompanying items to that store within 30 days of purchase with a dated receipt for a full refund. If you purchased the Software directly from FranklinCovey, contact FranklinCovey and return it with the same information to FranklinCovey, Attn: Returns Department, 2580 South Decker Lake Blvd., Salt Lake City, UT 84119-2331. If FranklinCovey 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, FranklinCovey makes no representation or warranty that the software or documentation are errorfree or meet any user's 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 FranklinCovey) assume the entire cost of all necessary servicing, repair, or correction. In no event will FranklinCovey 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 FranklinCovey, 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. FranklinCovey reserves all rights not specifically granted to the user in this statement. Copyright and Trademark Information © 2002 FranklinCovey. Printed in the U.S.A. All rights reserved. Reproduction, adaptation, or translation of this document is prohibited without prior written permission of FranklinCovey. What Matters Most, ASCEND and Weekly Compass are registered trademarks, and Franklin Planner and Franklin Planner Edition are trademarks of FranklinCovey Co. Palm Computing, Graffiti and HotSync are 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 and Windows are registered trademarks and Outlook and Windows CE are trademarks of Microsoft Corporation. America Online is a registered trademark of Quantum Computer Services, Inc. CompuServe is a registered trademark of CompuServe, Inc. All other brand and product names mentioned in this manual are trademarks of their respective companies. Companies, names and data used in examples herein are fictitious unless otherwise noted. Contents Table of Contents Chapter 1: Welcome to PlanPlus from FranklinCovey . . . . . . . 11 What is PlanPlus? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 What's Installed with PlanPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 How do I get around in PlanPlus? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Toolbar and Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 The Home Page and the Today Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 What Happened to my Governing Values, Personal Mission Statement, LongRange Goals, and Roles? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 For FranklinCovey Planning Software Users . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Converting FranklinCovey Planning Software Information . . . . . . . . . . . . . 14 ... and if you use a Palm OS Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 For FranklinPlanner for Outlook Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 For Palm OS Device Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 For PocketPC Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Getting More Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 "Coach Me" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Use the Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Get Started! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Chapter 2: Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Desktop Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Palm OS Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Pocket PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Handheld Computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 For FranklinCovey Planning Software Users . . . . . . . . . . . . . . . . . . . . . . . . 20 Installing PlanPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Installation Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 After Restart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Palm OS or PocketPC Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 5 Contents Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Special Instructions for Palm OS Device Users . . . . . . . . . . . . . . . . . . . . . . 26 Chapter 3: The Basics of PlanPlus . . . . . . . . . . . . . . . . . . . . 31 An Overview of PlanPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Using "Coach Me" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Using the Task List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 What is a Daily Task? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 What is a Master Task? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Task List Differences -- for users of Franklin Planner for Outlook or FranklinCovey Planning Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Creating and Editing Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Manage Tasks with the "Right Click" Feature . . . . . . . . . . . . . . . . . . . . . . . 37 Customize the PlanPlus Task Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Customize the Outlook Task Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Using the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Using the Quick Prioritize Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Open the Quick Prioritize Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 How it looks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Reschedule Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Change Priority and Rank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Exit the Quick Prioritize Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Daily Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Printing in PlanPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Chapter 4: Printing in PlanPlus . . . . . . . . . . . . . . . . . . . . . . 53 What can I print in PlanPlus? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 How to Print in PlanPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Print Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Printing on Perf-Fit Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Print Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Paper Size and Type Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Printout Customization Options . . . . . . . . . . . . . . . . . . . . . . . . ...