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Handbook
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Copyright
Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the
3Com logo, Palm Computing, Graffiti, and HotSync are registered trademarks, and
Palm OS, Palm, the Palm Computing Platform logo, and the HotSync logo are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. The following
are registered trademarks of International Business Machines Corporation in the United
States and/or other countries: IBM and WorkPad. Other product and brand names may
be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
3Com Corporation and its subsidiaries assume no responsibility for any damage or loss
resulting from the use of this handbook.
3Com Corporation and its subsidiaries assume no responsibility for any loss or claims
by third parties which may arise through the use of this software. 3Com Corporation
and its subsidiaries assume no responsibility for any damage or loss caused by deletion
of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss.
Important: Please read the 3Com End User Software License Agreement contained in
the CD-ROM package before using the accompanying software program(s). Using any
part of the software indicates that you accept the terms of the 3Com End User Software
License Agreement.
P/N: 405-0438A
A/N: 423-0239
Page ii Handbook for the IBM WorkPad PC Companion
Contents
About This Book
Chapter 1: Introduction to Your WorkPad PC Companion
Getting to know your WorkPad PC companion...............................3
What is a WorkPad PC companion? ..............................................3
System requirements ........................................................................4
Upgrade information ........................................................................4
WorkPad components ......................................................................5
Installing the batteries ..........................................................................9
Tapping and typing ............................................................................10
Tap with the stylus to get things done .........................................10
Elements of the PC companion interface .....................................11
Opening applications .....................................................................12
Using menus ....................................................................................13
Three ways to enter data ................................................................15
Customizing your PC companion ....................................................19
Palm Desktop software for IBM WorkPad ..................................20
Connecting the cradle .....................................................................21
Using your PC companion with another PIM ............................22
Chapter 2: Entering Data in Your WorkPad PC Companion
Using Graffiti writing to enter data ..................................................23
Writing Graffiti characters .............................................................23
Graffiti tips .......................................................................................25
The Graffiti alphabet .......................................................................26
Writing capital letters .....................................................................27
Writing numbers .............................................................................28
Graffiti numbers ..............................................................................28
Writing punctuation marks ...........................................................28
Writing symbols and extended characters ..................................29
Writing accented characters ..........................................................30
Accent strokes ..................................................................................30
Additional non-English characters ...............................................30
Navigation strokes ..........................................................................31
Graffiti ShortCuts ............................................................................31
Using the onscreen keyboard ............................................................33
Using your computer keyboard ........................................................33
Importing data.....................................................................................34
......................................................................................... 1
Chapter 3: Managing Your Applications
Using the Applications Launcher .....................................................37
Selecting applications .....................................................................37
Contents Page iii
Switching between applications ...................................................37
Categorizing applications .............................................................. 37
Changing the Applications Launcher display ............................ 38
Choosing preferences......................................................................... 39
Installing and removing applications ..............................................40
Installing add-on applications ......................................................40
Installing games .............................................................................. 42
Removing applications .................................................................. 43
Removing Palm Desktop for IBM WorkPad .............................. 43
Security................................................................................................. 44
Assigning a password .................................................................... 44
Changing or deleting a password ................................................ 45
Locking your PC companion ........................................................ 45
Recovering from a forgotten password ....................................... 46
Chapter 4: Using Your Basic Applications
Overview of basic applications......................................................... 48
Date Book .........................................................................................48
Address Book .................................................................................. 49
To Do List ......................................................................................... 50
Memo Pad ........................................................................................ 51
Calculator ......................................................................................... 51
Expense ............................................................................................ 52
Common tasks.....................................................................................53
Creating records ..............................................................................53
Editing records ................................................................................ 53
Deleting records .............................................................................. 55
Purging records ...............................................................................56
Exchanging and updating data: HotSync operations ............... 56
Categorizing records ......................................................................59
Finding records ............................................................................... 62
Sorting lists of records .................................................................... 66
Making records private .................................................................. 67
Attaching notes ...............................................................................69
Choosing fonts ................................................................................ 70
Application-specific tasks ..................................................................71
Date Book .........................................................................................71
Address Book .................................................................................. 84
To Do List ......................................................................................... 89
Memo Pad ........................................................................................ 94
Calculator ......................................................................................... 97
Expense ............................................................................................ 99
Page iv Handbook for the IBM WorkPad PC Companion
Chapter 5: Communicating Using Your PC Companion
Managing desktop E-Mail away from your desk.........................109
Setting up Mail on the desktop ...................................................110
Synchronizing Mail with your E-Mail application ..................112
Opening the Mail application on your PC companion ...........112
Viewing e-mail items ....................................................................112
Creating e-mail items ....................................................................113
Looking up an address .................................................................116
Adding details to e-mail items ....................................................117
Storing e-mail to be sent later ......................................................120
Editing unsent e-mail ...................................................................120
Draft e-mail ....................................................................................121
Filing e-mail ...................................................................................122
Deleting e-mail ..............................................................................123
Removing e-mail from the Deleted folder .................................123
Purging deleted e-mail .................................................................124
Message List options ....................................................................124
HotSync options ............................................................................126
Creating special filters ..................................................................127
Truncating e-mail items ...............................................................131
Mail menus .....................................................................................132
Beaming information ........................................................................133
Chapter 6: Advanced HotSync
®
Operations
Selecting HotSync setup options.....................................................135
Customizing HotSync application settings ...................................138
Conducting a HotSync operation via modem...............................140
Preparing your computer ............................................................140
Preparing your PC companion ...................................................141
Selecting the conduits for a modem HotSync operation .........143
Performing a HotSync operation via a modem ........................144
Conducting a HotSync operation via a network ..........................144
Connecting to your company’s dial-in server ...........................144
Using File Link...................................................................................146
Creating a user profile ......................................................................147
Chapter 7: Setting Preferences for Your PC Companion
Viewing preferences .........................................................................149
Buttons preferences ...........................................................................150
Pen preferences ..............................................................................150
HotSync buttons preferences .......................................................152
Digitizer preferences.........................................................................152
Formats preferences ..........................................................................152
Country default .............................................................................153
Contents Page v
Time, date, week start, and numbers formats .......................... 153
General preferences.......................................................................... 154
Auto-off delay ............................................................................... 154
System, alarm, and game sounds ............................................... 155
Modem preferences .......................................................................... 156
Network preferences and TCP/IP software.................................157
Selecting a service ......................................................................... 157
Entering a user name ................................................................... 158
Entering a password .................................................................... 159
Adding telephone settings .......................................................... 160
Connecting to your service .......................................................... 163
Creating additional service templates .......................................163
Adding detailed information to a service template ................. 164
Creating a login script ..................................................................167
Deleting a service template .........................................................168
Network preferences menu commands .................................... 169
TCP/IP troubleshooting .............................................................. 169
Owner preferences............................................................................ 171
ShortCuts preferences ......................................................................172
Creating a ShortCut ...................................................................... 172
Editing a ShortCut ........................................................................173
Deleting a ShortCut ......................................................................173
Appendix A: Maintaining Your PC Companion
Caring for your PC companion....................................................... 175
Battery considerations...................................................................... 176
Resetting your PC companion ........................................................ 177
Performing a soft reset ................................................................. 177
Performing a hard reset ............................................................... 178
Appendix B: Frequently Asked Questions
Software installation problems ....................................................... 181
Operating problems..........................................................................182
Tapping and writing problems....................................................... 183
Application problems.......................................................................184
HotSync problems ............................................................................186
Beaming problems ............................................................................ 190
Password problems .......................................................................... 191
Getting Help, Service, and Information ........................................ 192
Hardware Warranty Summary ................................................... 192
Before You Call for Service ......................................................... 192
Getting Customer Support and Service .................................... 193
Purchasing Additional Services ................................................. 193
Product Registration and Getting Help by Telephone ............193
Page vi Handbook for the IBM WorkPad PC Companion
Appendix C: Creating a Custom Expense Report
About mapping tables ......................................................................197
Customizing existing sample templates ........................................198
Determining the layout of the Expense Report.............................199
Labels ..............................................................................................199
Sections ...........................................................................................200
Analyzing your custom Expense Report .......................................201
Programming the mapping table....................................................202
Using applications other than Microsoft Excel .............................206
Expense file details ............................................................................207
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char .......................................................................................209
Carriage return and line feed ..........................................................209
Literal characters ...............................................................................210
Warranty and Other Product Information
Product warranties............................................................................211
IBM U.K. Statement of Warranty ....................................................212
Part 1 - General Terms ..................................................................212
IBM U.K. Statement Of Warranty
Part 2 - Country-unique Terms ...................................................215
IBM U.S., Canada, and Puerto Rico
Statement Of Limited Warranty......................................................219
Part 1 - General Terms ..................................................................219
IBM U.S. Statement Of Limited Warranty
Part 2 - Country-unique Terms ...................................................222
Notices ................................................................................................226
Year 2000 Readiness and Instructions ........................................226
Trademarks ....................................................................................227
Electronic Emissions Notices...........................................................227
Federal Communications Commission (FCC) Statement .......227
Canadian ICES-003 Statement .....................................................228
Australia and New Zealand Class A Statement .......................228
CE Compliance Statement ...........................................................228
Statement of Conformity ..............................................................228
UL/CSA Statement .......................................................................229
Index
........................................................................................................ 231
Contents Page vii
Page viii Handbook for the IBM WorkPad PC Companion
About This Book
Welcome to the IBM® WorkPad® PC companion. This handbook is
designed to help you get up and running quickly on your PC
companion. It describes all you need to know about how to use your
WorkPad PC companion and the applications that come with it.
It walks you through:
■ Locating all the parts of your PC companion
■ Viewing and entering data
■ Using your PC companion with your computer
■ Personalizing your PC companion with your own preference
settings
After you become familiar with the basic functionality of your
WorkPad PC companion, you can use the rest of this handbook as a
reference for less common tasks, for maintaining your WorkPad PC
companion, and also as a source of information if you have problems
operating it.
About This Book Page 1
Page 2 About This Book
Chapter 1
Introduction to Your WorkPad PC Companion
This chapter explains the physical buttons and controls on your
WorkPad PC companion, how to use your WorkPad PC companion
for the first time, and how to use HotSync
your WorkPad PC companion and Palm™ Desktop software for IBM
WorkPad.
Getting to know your WorkPad PC companion
What is a WorkPad PC companion?
With your WorkPad PC companion, you will no longer have trouble
getting to meetings and appointments on time, remembering people’s
names and personal details, or keeping track of all the items on your
to do list. The WorkPad PC companion can help you improve your
track record in all these areas, both at work and at home.
You can enter all your schedule details in Date Book so you can view
them by the day, week, or month; you can even set an alarm to remind
you of important meetings. Keep all your contact names, addresses,
phone numbers, and other details in Address Book, so you can find
them as soon as you need them. Add your tasks to To Do List,
prioritize them so you don’t overlook them, and assign them a due
date.
®
technology to synchronize
To make sure you don’t lose any of this important information, you
can synchronize your data with Palm Desktop for IBM WorkPad on
your computer so you always have a backup copy. You can set
different levels of security for your WorkPad PC companion so
unauthorized eyes cannot view your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.
Chapter 1 Page 3
System requirements
To install and operate Palm Desktop for IBM WorkPad, your
computer system must meet the following requirements:
Minimum requirements
■ Windows 95, Windows 98, or Windows NT 4.0
■ IBM-compatible 486 computer or higher
■ 8 MB RAM (memory) minimum, 16 MB recommended (required
with Windows NT 4.0)
■ 20 MB available hard disk space
■ VGA monitor or better (the WorkPad Quick Tour requires a 256
color video display)
■ CD-ROM drive
■ Pointing device
■ One available serial port
Optional equipment
■ Modem
■ Windows-compatible printer
(such as a WorkPad modem)
Upgrade information
If you already own a WorkPad PC companion, install the version of
Palm Desktop for IBM WorkPad that comes with your new WorkPad
PC companion into the same folder as your current version of Palm
Desktop for IBM WorkPad. All your data will be preserved when you
install the new version in the same folder as the previous version. If
you use another personal information manager (PIM), such as
Microsoft Outlook, you still need to install the most recent HotSync
Manager and conduit software for your PIM from the Palm Desktop
for IBM WorkPad CD-ROM that came with your new PC companion.
You can perform HotSync operations in exactly the same way, so you
can quickly synchronize your data with your new PC companion. Just
remember to synchronize your old PC companion with Palm Desktop
for IBM WorkPad before you synchronize with your new PC
companion, so you have all your latest information. When you
synchronize your new PC companion for the first time, select the
Desktop overwrites handheld option for all the conduits. See
“Customizing HotSync application settings” in Chapter 6 for more
information.
Page 4 Introduction to Your WorkPad PC Companion
WorkPad components
Locating front panel controls
Power button,
Backlight control
Screen
Graffiti writing area
Application buttons
Scroll button
WorkPad
PC
companion
Displays the applications and information stored in
your WorkPad PC companion. It is touch-sensitive
and responds to the stylus.
screen
Graffiti
writing
area
Application
buttons
®
The area where you write letters and numbers using
the Graffiti
®
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Activates the individual WorkPad PC companion
applications that correspond to the icons on the
buttons: Date Book, Address Book, To Do List, and
Memo Pad. See “Buttons preferences” in Chapter 7
for details on reassigning these buttons to activate
any application on your WorkPad PC companion.
Tip: If your WorkPad PC companion is turned off,
pressing any application button activates the
WorkPad PC companion and opens the
corresponding application.
Chapter 1 Page 5
Scroll
button
Displays text and other information that extends
beyond the area of the WorkPad PC companion
screen. Pressing the lower half of the scroll button
scrolls down to view information below the viewing
area, and pressing the upper half of the button scrolls
up to view the information above the viewing area.
Power
button
Turns your WorkPad PC companion on or off and
controls the backlight feature. If your WorkPad PC
companion is turned off, pressing the power button
turns the unit on and returns you to the last screen
you viewed.
If your WorkPad PC companion is turned on,
pressing the power button turns the unit off. Holding
the power button down for about two seconds turns
the backlight on or off.
Using the backlight
If you have difficulty seeing the information on your WorkPad PC
companion, you can use the backlight to illuminate your screen.
To activate the backlight:
■ Press the power button and hold it down for about two seconds.
Release the button when the backlight turns on.
Tip: In addition, you can assign the full-screen pen stroke to
activate the backlight. See “Pen preferences” in Chapter 7 for
more information.
To turn off the backlight:
■ Press and hold the power button for about two seconds. The
backlight also turns off automatically (after a period of inactivity)
with the Auto-off feature. See “General preferences” in Chapter 7
for more information.
Page 6 Introduction to Your WorkPad PC Companion
Protective flip cover
The cover protects the WorkPad PC companion screen when it is not
in use and helps reduce glare while you use your WorkPad PC
companion. You can open the cover so that it is at an angle, open it
fully, or remove it altogether by pulling the cover out of the holes on
the sides of the WorkPad PC companion. To reattach the cover,
reinsert the pegs in the holes.
Chapter 1 Page 7
Locating back panel components
Stylus
Stylus
IR port
IR port
Reset
button
Contrast
control
Battery
door
Serial (COM)
port door
Slides in and out of the slot in the back of the PC
companion. To use the stylus, remove it from the
slot and hold it as you would a pen or pencil.
Uses infrared technology to transmit data to and
receive data from other infrared enabled
WorkPad PC companions or Palm Computing
platform devices nearby. See “Beaming
information” in Chapter 5 for more information.
®
Reset button
Under normal use, you should not have to use the
reset button. See Appendix A for information
about when and how to use the reset button.
Contrast
control
Enables you to adjust the appearance of the
screen display based on the lighting conditions or
temperature of the environment where you use
your PC companion.
Battery door
Covers the batteries that power your PC
companion.
Serial (COM)
port door
Covers the connector that connects your PC
companion to the cradle, which in turn connects
to the back of your computer. Use this port to
update data between your PC companion and
computer using HotSync technology.
Page 8 Introduction to Your WorkPad PC Companion
Installing the batteries
To use your WorkPad PC companion, you must install two AAA
alkaline batteries. The batteries fit behind the battery door on the back
of the PC companion. See “Battery considerations” in Appendix A for
more information.
To install the batteries:
1. Press the latch on the battery door and lift the battery door away
from your PC companion.
Press tab to open
battery door
2. Install the two AAA alkaline batteries supplied with your PC
companion into the battery compartment.
Note: A diagram in the interior of the battery compartment
shows + and - ends of the batteries. When correctly
installed, the clips in the battery compartment secure the
batteries in place.
3. Insert the battery door back into place so that it is flush with the
back of your PC companion and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. If you feel resistance when replacing the door,
make sure the door is aligned with the slots on the back of
your PC companion, and that the batteries are firmly
seated in the battery compartment.
Chapter 1 Page 9
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your PC companion screen is the basic action
that gets things done on your PC companion.
The first time you start your WorkPad PC companion, setup
instructions appear on the screen. These instructions include a
calibration screen, or digitizer. Calibration aligns the internal circuitry
of your PC companion with its touch-sensitive screen so that when
you tap an element on the screen, the PC companion can detect exactly
which task you want to perform.
Important: Always use the point of the stylus for tapping or making
strokes on the PC companion screen. Never use an actual
pen, pencil, or other sharp object to write on the PC
companion screen.
With your PC companion turned on, you can tap the PC companion
screen to perform many operations, such as the following:
■ Open applications
■ Choose menu commands
■ Initiate a global Find operation
■ Select options in dialog boxes
■ Open the onscreen keyboards
Just as you can drag the mouse to select text or move objects on your
computer, you can also drag the stylus to select text. You can also use
the stylus to drag the slider of any scroll bar.
Page 10 Introduction to Your WorkPad PC Companion
Elements of the PC companion interface
Menu
bar
Check
box
Pick list
Menu bar
Command
buttons
Icons
abc
123
Check box
Icons
Command
buttons
A set of commands that are specific to the application.
Not all applications have a menu bar.
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Tap the icons to open applications , menus ,
Calculator , and to find text anywhere in your data
.
With the cursor in an input field, tap the dot to
activate the alphabetic keyboard.
With the cursor in an input field, tap the dot to
activate the numeric keyboard.
When a check mark appears in a check box, the
corresponding option is active. If a check box is
empty, tapping it inserts a check mark. If a check box
is checked, tapping it removes the check mark.
Pick list
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
Chapter 1 Page 11
Previous/next
arrows
Scroll
bar
Scroll bar
Drag the slider, or tap the top or bottom arrow, to
scroll the display one line at a time. To scroll to the
previous page, tap the scroll bar just above the slider.
To scroll to the next page, tap the scroll bar just below
the slider.
You can also scroll to the previous and next pages by
pressing the upper and lower portions of the scroll
button on the front panel of the PC companion.
Next/
previous
arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application
installed on your PC companion. You can also open the four main
applications — Date Book, Address Book, To Do List, and Memo Pad
— with the application buttons on the front panel of your PC
companion.
Tip: When you press an application button on the front panel, you
have instant access to the selected application. You don’t even
need to turn on your PC companion first.
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
Page 12 Introduction to Your WorkPad PC Companion
To open an application:
1. Tap the Applications icon .
2. Tap the icon of the application that you want to open. If you have
many applications installed on your WorkPad PC companion, tap
the scroll bar to see all of your applications.
Tip: To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign application icons to
different categories. See “Categorizing applications” in
Chapter 3.
Using menus
Menus on your PC companion are easy to use. Once you have
mastered them in one application, you can use them the same way in
all other applications.
The menus of each application are illustrated in the section on that
application in Chapter 4. The Edit menu is described in “Editing
records” in Chapter 4.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Tap the Menu icon .
Chapter 1 Page 13
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu is selected and contains the commands New Memo,
Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that
contains the command you want to use.
The menus and menu commands that are available depend on the
application. Also, the menus and menu commands vary depending on
which part of the application you’re using. For example, in Memo Pad,
the menus are different for the Memo List screen and the Memo
screen.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke,
which is similar to the keyboard shortcuts used to execute commands
on computers. The command letters appear to the right of the
command names.
Menu commands
Command letters
To use the Graffiti menu commands, the menu bar must be closed.
Page 14 Introduction to Your WorkPad PC Companion
Draw the Command stroke anywhere in the Graffiti area, and
immediately write the corresponding command letter in the Graffiti
letter area. When you draw the Command stroke, the word
“Command” appears just above the Graffiti writing area to indicate
that you are in Command mode.
Command
For example, to choose Select All in the Edit menu, draw the
Command stroke, followed by the letter “s.”
Note: Command mode is active for approximately two seconds, so
you must write the command letter immediately to choose the
menu command.
Displaying online tips
Many of the dialog boxes that appear on your PC companion contain
an online Tips icon in the upper-right corner. Online tips anticipate
questions you have in a dialog box, provide shortcuts for using the
dialog box, or give you other useful information.
To display an online tip:
1. Tap the Tips icon .
2. After you review the tip, tap Done.
Three ways to enter data
There are three ways to enter data into your WorkPad PC companion:
■ Using the onscreen keyboard
■ Using Graffiti writing
■ Entering or importing data in Palm Desktop for IBM WorkPad
and then synchronizing with your PC companion
Chapter 1 Page 15
Onscreen keyboard
When you create or edit a record in an application such as Address
Book, you can open the onscreen alphabetic and numeric keyboards
to enter data.
Tap here for
alphabetic keyboard
Tap here for numeric
keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Caps lock
Caps shift
Tap here to display
alphabetic keyboard
Numeric
Backspace
Carriage return
International
Tap here to display
numeric keyboard
Tap here to display
international keyboard
Graffiti writing
Your WorkPad PC companion includes Graffiti writing software as
the primary system for entering text and numbers. With Graffiti
writing, you write simple strokes with the stylus and they are
instantly recognized as letters or numbers.
Page 16 Introduction to Your WorkPad PC Companion
Write letters here Write numbers here
Division marks
Your WorkPad PC companion also includes Giraffe, a game you can
use to practice Graffiti writing. See “Installing and removing
applications” in Chapter 3 for installation instructions. The Memo Pad
application is ideal for practicing Graffiti writing. This section
explains how to open Memo Pad and use it to practice Graffiti writing.
To open Memo Pad:
1. Press the Memo Pad application button .
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for more
information.
Chapter 1 Page 17
Using Palm Desktop for IBM WorkPad
If you have new records you want to add to your WorkPad PC
companion and prefer to use the computer keyboard rather than the
onscreen keyboard, enter the data in Palm Desktop for IBM WorkPad
or the PIM you have installed to use with your PC companion.
After the information is in Palm Desktop for IBM WorkPad, perform
a HotSync operation to synchronize your PC companion with your
computer. See “Exchanging and updating data: HotSync operations”
in Chapter 4 for more information.
HotSync
button
Importing data
If you already have data in a database on your computer, you can
import it into Palm Desktop for IBM WorkPad. You can import data
stored in computer applications such as spreadsheets and databases,
or data from another PC companion based on the Palm Computing
platform. When you import data, you transfer the records to your
WorkPad PC companion without having to enter them manually. See
“Importing data” in Chapter 2 for more information.
Page 18 Introduction to Your WorkPad PC Companion
Customizing your PC companion
You can customize your PC companion by using the Preferences
application. You can enter personal information such as your name
and address; change the time and date; view different date and time
formats when you travel; turn off sounds; and configure your PC
companion to work with a modem or network. See Chapter 7 for more
information on customizing your PC companion.
To open the Preferences screens:
1. Tap the Applications icon .
2. Tap the Preferences icon .
3. Tap the category pick list in the upper-right corner of the screen.
4. Tap the Preferences category you want to view.
The following procedures for setting the time and date give you an
example of how to customize your PC companion.
You make changes to the time and date in General preferences.
To set the current time:
1. Tap the Set Time box.
Tap here
2. Tap the up or down arrows to change the hour.
3. Tap each minute number, and then tap the arrows to change them.
4. Tap AM or PM.
Note: Your PC companion can also display time based on a 24-
hour clock. See “Formats preferences” in Chapter 7 for
more information.
5. Tap OK.
Chapter 1 Page 19
To set the current date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
3. Tap a month.
4. Tap the current date.
Palm Desktop software for IBM WorkPad
Palm Desktop for IBM WorkPad includes the same main applications
as your WorkPad PC companion: Address Book, Date Book, To Do
List, Memo Pad, Expense, and desktop e-mail connectivity. You can
use the HotSync feature of this software to back up and exchange data
between your PC companion and your computer.
It is a good idea to back up your data in case something happens to the
data on your WorkPad PC companion. Changes you make on your
WorkPad PC companion or Palm Desktop for IBM WorkPad appear
in both places after you synchronize.
With Palm Desktop for IBM WorkPad, you can do the following:
■ Work with your WorkPad PC companion applications on your
computer. Palm Desktop for IBM WorkPad duplicates the Date
Book, Address Book, To Do List, and Memo Pad applications on
your PC companion, so you can view, enter, and modify any data
stored on your PC companion.
■ Back up the data stored on your PC companion with HotSync
technology and synchronize the data on your Palm Desktop for
IBM WorkPad. Synchronization is a one-step procedure that
ensures your data is always safe and up-to-date. See “Exchanging
and updating data: HotSync operations” in Chapter 4 for more
information.
Page 20 Introduction to Your WorkPad PC Companion
■ Import and export data, so you can easily transfer data from other
desktop applications into any of your main applications. See
“Importing data” in Chapter 2 for more information.
■ Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Connecting the cradle
The cradle that comes with your WorkPad PC companion enables you
to synchronize the information on your WorkPad PC companion with
the Palm Desktop software for IBM WorkPad using HotSync
technology.
To connect the cradle:
1. Turn off your computer and plug the cable from the WorkPad PC
companion cradle into the serial (COM) port on your computer.
Note: Your WorkPad PC companion requires a dedicated port. It
cannot share a port with an internal modem or other device. If
you are unsure of the exact location of the serial port on your
computer, refer to the manual supplied with the computer.
Installing Palm Desktop for IBM WorkPad
The following steps guide you through installing Palm Desktop for
IBM WorkPad. After installation, refer to the Palm Desktop for IBM
WorkPad online Help for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop for
IBM WorkPad, please do the following before installing:
■ Turn off your computer and connect the cradle to it. Do not place
your PC companion in the cradle until instructed.
■ Do not simply copy the Palm Desktop for IBM WorkPad files to
your computer’s hard disk. You must use the installer to place the
files in their proper locations and to decompress the files.
Chapter 1 Page 21
To install Palm Desktop for IBM WorkPad:
1. Exit any open programs, including those that run at startup such
as Microsoft Office, and disable any virus-scanning software.
2. Insert the Palm Desktop for IBM WorkPad CD-ROM into the
computer’s CD-ROM drive.
3. When the Installer Menu screen appears, click the Install button to
begin the installation procedure.
4. Follow the onscreen instructions to complete the installation. Insert
your PC companion into the cradle when prompted.
Using your PC companion with another PIM
If you prefer to use another personal information manager (PIM), such
as Microsoft Outlook, you can use it instead of installing Palm
Desktop for IBM WorkPad. All you need to install are HotSync
Manager and the connection software for your PIM, called a conduit,
that lets you synchronize the data between your PC companion and
your PIM. For information on conduit software, go to this web site:
http://www.palm.com.
Page 22 Introduction to Your WorkPad PC Companion
Chapter 2
Entering Data in Your WorkPad PC Companion
This chapter explains how to enter data into your WorkPad PC
companion, by writing with the stylus in the Graffiti
using the onscreen keyboard, by using the computer keyboard, or by
importing data from another application.
®
writing area, by
Using Graffiti writing to enter data
Chapter 1 introduced Graffiti writing and briefly described how to use
it to enter text in your applications. In this section, you learn the
procedures for creating letters, numbers, punctuation, and symbols as
well as some Graffiti tips and tricks.
Writing Graffiti characters
Most people find they can enter text quickly and accurately with only
minutes of practice. Graffiti writing includes any character you can
type on a standard keyboard. The Graffiti strokes closely resemble the
uppercase letters of the regular alphabet, which makes Graffiti writing
easy to learn.
There are four basic concepts for success with Graffiti writing:
■ If you draw the character shape exactly as shown in the tables later
in this chapter (like the shapes shown in the following diagram),
you achieve 100% accuracy.
■ The heavy dot on each shape shows where to begin the stroke.
Certain characters have similar shapes, but different beginning
and end points. Always begin the stroke at the heavy dot (you
should not create the heavy dot; it is only there to show you where
to begin the stroke).
Chapter 2 Page 23
■ Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your PC companion
recognizes and displays the text character immediately. To
accomplish single strokes, some Graffiti strokes are portions of the
regular alphabet equivalents.
■ The Graffiti writing area is divided into two parts: one for writing
the letters of the alphabet and one for writing numbers. The small
marks at the top and bottom of the Graffiti writing area indicate
the two areas.
Write letters here Write numbers here
Division marks
To write Graffiti letters:
1. Tap the screen where you want your text to go.
Note: You need to tap above the Graffiti writing area, and must
see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for
the letter you want to create. For example, the stroke shown below
creates the letter “n.”
Note: There are two different stroke shapes available for some
letters. For these letters, choose the one that’s easiest for
you.
Lift stylus
here
Start stroke
at heavy dot
As you’ll see later, you use the same shape to create both the
uppercase and lowercase version of a letter.
3. Position the stylus in the left-hand side of the Graffiti writing area.
Page 24 Entering Data in Your WorkPad PC Companion
4. Start your stroke at the heavy dot and draw the stroke shape as it
appears in the tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen, your
PC companion recognizes your stroke immediately and prints the
letter at the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the stroke
for the next character you want to write.
Important: You must begin the character strokes in the Graffiti
writing area. If you do not make Graffiti strokes in the
Graffiti writing area, your PC companion does not
recognize them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■ Accuracy improves when you write large characters. You should
draw strokes that nearly fill the Graffiti writing area.
■ To delete characters, simply set the insertion point to the right of
the character you want to delete and make the backspace stroke
(a line from right to left) in the Graffiti writing area.
■ Write at natural speed. Writing too slowly can generate
recognition errors.
■ Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
■ Press firmly.
Chapter 2 Page 25
The Graffiti alphabet
Letter Strokes Letter Strokes
AN
B
O
CP
D
Q
ER
F
G
S
T
HU
IV
JW
KX
LY
M
Z
Space Back Space
Carriage
Period
tap twice
Return
Page 26 Entering Data in Your WorkPad PC Companion
Writing capital letters
You make capital letters with the same stroke shapes as the basic
alphabet characters. To make capital letters, you must first “shift” to
caps — just as you press the Shift key on a keyboard — and then write
the character strokes.
Note: Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or a
new record (by tapping New or a blank line).
To draw the first letter of a word as a capital letter:
■ Use the Caps Shift stroke:
Caps
Shift
Tip: When Caps Shift is active, an “up arrow” symbol appears in
the lower-right corner of the PC companion screen. If you
accidentally activate Caps Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■ Use the Caps Lock stroke:
Caps
Lock
Tip: When Caps Lock is active, an underlined “up arrow” symbol
appears in the lower-right corner of the PC companion screen.
To return to lowercase, make the Caps Shift stroke.
Caps Lock
Chapter 2 Page 27
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of
the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area.
Graffiti numbers
Number Strokes Number Strokes
0
5
1
27
38
4
6
9
Writing punctuation marks
Graffiti writing can create any punctuation symbol that you can enter
from a standard keyboard. All punctuation marks begin with a single
tap on the Graffiti writing area. When you make this tap, you activate
Punctuation Shift and a dot appears to show it is active. The next
stroke you make with the stylus creates a punctuation mark.
Punctuation Shift
Note: When Punctuation Shift is active, you can make a symbol
stroke anywhere in the Graffiti writing area (the letters or
numbers side).
Page 28 Entering Data in Your WorkPad PC Companion
Symbol Stroke Symbol Stroke
Period
.
Dash
—
Comma
,
Apostrophe
'
Question
?
Exclamation
!
Left Paren
(
Right Paren
)
Slash
/
Dollar
$
Additional Graffiti punctuation
@ # % ^ & * < > – + = |
\ { } [ ] ~ ` ; : " tab
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the
Graffiti writing area of your PC companion:
Symbol
Shift
When the Symbol Shift is active, a slanted shift symbol appears in the
lower-right corner of the screen. The next stroke that you make creates
the symbol or extended character.
Symbol Shift
Chapter 2 Page 29
•
+
±
:
X
,
==c
ƒ
,
,
,
,
Y
∅
.
?
!
,
Writing accented characters
To create accented characters, draw the stroke normally used to create
the letter, followed by an accent stroke. Graffiti writing then adds the
accent to the letter.
For example, the following diagram shows the strokes required to
draw an accented “e.”
= e
Accent strokes
a a a a a a
Using these accent strokes, you can write the following accented
letters:
à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ
Additional non-English characters
You can write the following characters in the lowercase alphabet
mode without any special punctuation or shifting:
c
a
e
Note: You must write these non-English characters in the left side of
the Graffiti writing area.
Page 30 Entering Data in Your WorkPad PC Companion
Navigation strokes
In addition to character symbols, Graffiti writing includes special
strokes that you can use to navigate within text or fields in your
applications.
Command Stroke
Move cursor right
Move cursor left
Previous field
(Address Book only)
Next Field
(Address Book only)
Open Address Record
(Address Book only)
Graffiti ShortCuts
Graffiti ShortCuts make entering commonly used words or phrases
quick and easy. ShortCuts are similar to the Glossary or Autotext
features of some word processors.
Graffiti writing comes with several predefined ShortCuts, and you can
also create your own. Each ShortCut can represent up to 45 characters.
For example, you might create a ShortCut for your name, or for the
header of a memo. See “ShortCuts preferences” in Chapter 7 to learn
about creating your own ShortCuts.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut
characters. When you draw the ShortCut stroke, the ShortCut symbol
appears at the insertion point to show that you are in ShortCut mode.
ShortCut
Chapter 2 Page 31
Your PC companion includes the following predefined Graffiti
ShortCuts:
Entry ShortCut
Date stamp ds
Time stamp ts
Date / time stamp dts
Meeting me
Breakfast br
Lunch lu
Dinner di
Page 32 Entering Data in Your WorkPad PC Companion
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text
or numbers on your PC companion. Note that you cannot enter
Graffiti characters while using the onscreen keyboard.
To use the onscreen keyboard:
1. Open any application (such as Memo Pad).
2. Tap any record, or tap New.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open
the numeric keyboard.
Tap here for alpha
keyboard
4. Tap the characters to enter text and numbers.
Note: The onscreen keyboard also includes a dialog box for
international characters. You can switch among the three
dialogs at any time to enter the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and
place the text in the record.
Tap here for numeric
keyboard
Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer
keyboard, you can use Palm™ Desktop software for IBM WorkPad, or
any supported PIM, to enter information. You can then perform a
HotSync
with the information on your PC companion. All the main
applications on your PC companion are available in Palm Desktop for
IBM WorkPad and in most PIMs.
Refer to the online Help for more information on entering data on
your computer.
®
operation to synchronize the information on your computer
Chapter 2 Page 33
Importing data
If you have data stored in computer applications such as spreadsheets
and databases, or if you want to import data from another PC
companion, you can transfer the data to your WorkPad PC companion
without having to key it in manually. Save the data in one of the file
formats listed below, import it into Palm Desktop for IBM WorkPad,
and then perform a HotSync operation to transfer the data to your PC
companion.
Palm Desktop for IBM WorkPad can import data in the following file
formats:
■ Comma delimited (.csv, .txt): Address Book and Memo Pad only
■ Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
■ CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
■ Date Book archive (.dba)
■ Address Book archive (.aba)
■ To Do List archive (.tda)
■ Memo Pad archive (.mpa)
Archive formats can only be used with Palm Desktop for IBM
WorkPad. Use the archive file formats to share information with other
people who use devices based on the Palm Computing
create a copy of your important Palm Desktop for IBM WorkPad
information.
®
platform or to
To import data:
1. Open Palm Desktop for IBM WorkPad.
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category
names, do the following:
Select All in the Category box.
Be sure that the same categories that appear in the imported file
also exist in the application. If the categories do not exist, create
them now; otherwise, the records are imported into the Unfiled
category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
Page 34 Entering Data in Your WorkPad PC Companion
7. To import data into the correct Palm Desktop for IBM WorkPad
fields, drag fields in the left-hand column so that they are opposite
the corresponding imported field on the right.
8. If you do not want to import a field, deselect the check box for that
field.
9. Click OK.
The imported data is highlighted in the application.
10. To add the imported data to your PC companion, perform a
HotSync operation.
See Palm Desktop for IBM WorkPad online Help for more information
on importing and exporting data.
Chapter 2 Page 35
Page 36 Entering Data in Your WorkPad PC Companion
Chapter 3
Managing Your Applications
This chapter explains how to switch between applications on your
WorkPad PC companion, how to change application settings so they
are personalized to your work methods, and how to categorize
applications so you view them in related groups.
Using the Applications Launcher
To open the Applications Launcher, tap the Applications icon .
Selecting applications
Your WorkPad PC companion is equipped with a variety of
applications. All the applications installed on your PC companion
appear in the Applications Launcher. See “Opening applications” in
Chapter 1 for details.
Switching between applications
When working in any application, tap the Applications icon or
press an application button on the front panel of your PC companion
to switch to another application. Your PC companion automatically
saves your work in the current application and displays it when you
return to that application.
Categorizing applications
The category feature enables you to manage the number of application
icons that appear onscreen in the Applications Launcher. You can
assign an application to a category and then display a single category
or all your applications.
Chapter 3 Page 37
To categorize an application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Category.
4. Tap the pick list next to each application to select a category.
Tip: To create a new category, tap Edit Categories from the
pick list. Tap New, enter the category name, and then tap
OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon .
2. Do one of the following:
Tap the Applications icon repeatedly to cycle through all your
categories.
Tap the pick list in the upper-right corner of the screen and se-
lect the category you want to display.
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an
icon. As an alternative, you can choose to show a list of applications.
You can also choose to view the same category of applications each
time you open the Applications Launcher.
Page 38 Managing Your Applications
To change the Applications Launcher display:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
5. Tap OK.
To open the Applications Launcher to the last opened category:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
4. Tap the Remember Last Category check box to select it.
5. Tap OK.
Choosing preferences
You can set options that affect an entire application in the
application’s Preferences dialog box.
To change preferences for an application:
1. Open an application.
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
Note: Not all applications have a Preferences command.
4. Make changes to the settings.
5. Tap OK.
Chapter 3 Page 39
Installing and removing applications
This section explains how to install and remove applications on your
WorkPad PC companion and how to remove Palm™ Desktop
software for IBM WorkPad from your computer.
Installing add-on applications
Your WorkPad PC companion comes with the Date Book, Address
Book, To Do List, Memo Pad, Expense, Calculator, and Mail
applications installed and ready to use.
You can also install additional applications on your PC companion,
such as games and other software. The Install Tool makes it easy to
install software on your WorkPad PC companion during a HotSync
operation. There are a variety of third-party applications available for
your WorkPad PC companion. To learn more about these
applications, go to the web site: http://www.palm.com.
Note: Any game or application that you install on your PC
companion resides in RAM memory; you can delete them at
any time.
To install add-on software on your PC companion:
1. On your computer, copy or download the application you want to
install into the add-on folder in your Palm Desktop for IBM
WorkPad directory on your computer.
®
Note: If the software you download is compressed, you need to
decompress it into this folder. If you prefer to place the
application into another folder, you need to navigate to
that folder before you complete step 5.
2. Double-click the Palm Desktop for IBM WorkPad icon on your
desktop.
Page 40 Managing Your Applications
3. Click Install.
Tip: You can also access the Install Tool dialog by selecting
Install Tool from the Palm Desktop for IBM WorkPad
program group or by double-clicking any file with a PRC
file extension.
4. In the User drop-down list, select the name that corresponds to
your WorkPad PC companion.
5. Click Add.
Chapter 3 Page 41
6. Select the application(s) you want to install on your PC companion.
7. Click Open.
Note: Review the list of applications you selected in the Install
Tool dialog box. If you do not want to install an
application, select it, and then click Remove. (This does
not remove the application from your computer; it simply
removes it from the list of applications to install.)
8. Click Done.
9. Perform a HotSync operation to install the application(s) you
selected in step 6. See “Exchanging and updating data: HotSync
operations” in Chapter 4 for details.
Installing games
The CD-ROM also includes several games that you can install with the
Install Tool:
■ Giraffe
■ HardBall
■ MineHunt
■ Puzzle
■ SubHunt
Note: Giraffe is a fun, easy way for you to practice Graffiti
®
writing.
After you install and start a game, the instructions appear in the Game
menu. Depending on the game, the Game menu may also contain
commands to show high scores, to start a new game, or to set
preferences for the game.
Page 42 Managing Your Applications
Removing applications
In the event that you run out of memory or decide that you no longer
need an application you installed, you can remove applications from
your PC companion. You can remove only add-on applications,
patches, and extensions that you install; you cannot remove the
applications that reside in the ROM portion of your PC companion.
To remove an add-on application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Delete.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. Tap Done.
Removing Palm Desktop for IBM WorkPad
If you no longer want to use Palm Desktop for IBM WorkPad, you can
remove it from your computer.
To remove Palm Desktop for IBM WorkPad:
1. From the Windows Start menu, select Settings, then Control Panel.
2. Double-click the Add/Remove Programs icon.
3. On the Install/Uninstall tab, select Palm Desktop for IBM
WorkPad.
4. Click Add/Remove.
Note: You need to install the HotSync Manager from the installation
CD if you want to synchronize data with another PIM.
Chapter 3 Page 43
Security
Your PC companion comes with a Security application so that
unauthorized users cannot view the entries you wish to protect.
In Security, you can do the following:
■ Turn off and lock your PC companion so that it does not operate
until you enter the correct password.
■ Hide records that you mark as private. You can hide private
records with or without a password. Without a password, private
records are hidden until you set the Security application to show
them. With a password, you must enter the password to view the
private entries. See “Making records private” in Chapter 4 for
information on making records private.
Assigning a password
You can assign a password to protect your private records and to lock
your PC companion.
To assign a password:
1. Tap the Applications icon .
2. Tap the Security icon.
3. Tap the Password box.
4. Enter a password.
Tap here
5. Tap OK.
6. Enter the same password a second time, and tap OK.
Page 44 Managing Your Applications
Changing or deleting a password
Once you define a password for your PC companion, you can change
or delete it at any time. You must enter the current password before
you can change or delete it.
To change or delete your password:
1. Tap the Password box.
2. Enter the current password.
Tap here
3. Tap OK.
4. Do one of the following:
To change the password, enter the new password, and tap OK.
To delete the password, tap Delete.
Locking your PC companion
You can also lock your PC companion so that you need to enter your
password to operate it.
Important: If you lock your PC companion, you must enter the exact
password to re-activate your PC companion. If you forget
the password, you need to perform a hard reset to resume
using your PC companion. Performing a hard reset
deletes all the records in your PC companion; however,
you can restore all synchronized data at the next HotSync
operation. See “Performing a hard reset” in Appendix A
for more information.
Chapter 3 Page 45
To lock your PC companion with a password:
1. Perform a HotSync operation to synchronize the data between
your PC companion and your computer. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for information
on synchronizing your data.
2. Assign a password.
3. Tap Turn Off & Lock Device.
Tap Off and
Lock
4. Tap Off & Lock.
5. To start your PC companion, turn it on, and then enter the
password.
Recovering from a forgotten password
If you did not activate the Off & Lock feature and you forget your
password, you can delete the password from your PC companion.
Deleting a forgotten password also deletes all entries and files marked
as Private.
Important: If you synchronize with your computer before deleting a
forgotten password, your PC companion restores your
private entries the next time you perform a HotSync
operation, but it does not restore the password.
To delete a forgotten password:
1. Tap Forgotten Password.
2. Tap Yes.
Page 46 Managing Your Applications
Chapter 4
Using Your Basic Applications
Your WorkPad PC companion includes these basic applications:
■ Date Book
■ Address Book
■ To Do List
■ Memo Pad
■ Calculator
■ Expense
This chapter is divided into three sections:
■ “Overview of basic applications” briefly describes each
application and explains how to open it.
■ “Common tasks” gives instructions on how to do tasks that you
can do in most or all of the basic applications. It’s easy to transfer
what you learn in one application to the others because the
structure and behavior of all the applications are quite similar.
■ “Application-specific tasks” is organized by application and gives
instructions on how to do tasks that are specific to each
application.
Chapter 4 Page 47
Overview of basic applications
Date Book
Date Book lets you quickly and easily schedule appointments
or any kind of activity associated with a time and date.
In Date Book, you can do the following:
■ Enter a description of your appointment and assign it to a specific
time and date.
■ Display a chart of your appointments for an entire week. The
Week View makes it easy to spot available times and any potential
scheduling overlaps or conflicts.
■ Display a monthly calendar to quickly spot days where you have
morning, lunch, or afternoon appointments.
■ Set an alarm to sound prior to the scheduled activity.
■ Create reminders for events that are based on a particular date,
rather than time of day. Birthdays and anniversaries are easy to
track with your PC companion.
■ Attach notes to individual events for a description or clarification
of the entry in your Date Book.
To open Date Book:
■ Press the Date Book application button on the front panel of your
PC companion. Date Book opens to today’s schedule.
Date Book button
Note: Press the Date Book application button repeatedly to cycle
through the Day, Week, and Month views.
Page 48 Using Your Basic Applications
Address Book
Address Book enables you to keep names, addresses, phone
numbers, and other information about your personal or
business contacts.
In Address Book, you can do the following:
■ Quickly look up or enter names, addresses, phone numbers, and
other information.
■ Enter up to five phone numbers (home, work, fax, car, etc.) or
e-mail addresses for each name.
■ Define which phone number appears in the Address List for each
Address Book entry.
■ Attach a note to each Address Book entry, in which you can enter
additional information about the entry.
■ Assign Address Book entries to categories so that you can
organize and view them in logical groups.
To open Address Book:
■ Press the Address Book application button on the front panel of
your PC companion. Address Book opens to display the list of all
your records.
Address Book button
Note: Press the Address Book application button repeatedly to cycle
through the categories in which you have records.
Chapter 4 Page 49
To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do.
In To Do List, you can do the following:
■ Make a quick and convenient list of things to do.
■ Assign a priority level to each task.
■ Assign a due date for any or all of your To Do List items.
■ Assign To Do List items to categories so that you can organize and
view them in logical groups.
■ Sort your To Do List items either by due date, priority level, or
category.
■ Attach notes to individual To Do List items for a description or
clarification of the task.
To open To Do List:
■ Press the To Do List application button on the front panel of your
PC companion. To Do List opens to display the category of items
you last viewed.
To Do List button
Note: Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
Page 50 Using Your Basic Applications
Memo Pad
Memo Pad provides a place to take notes that are not associated
with records in Date Book, Address Book, or To Do List.
In Memo Pad, you can do the following:
■ Take notes or write any kind of message on your PC companion.
■ Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop
software for IBM WorkPad and HotSync
■ Assign memos to categories so that you can organize and view
them in logical groups.
■ Write down phone numbers and other types of information. Later,
you can copy and paste this information to other applications.
To open Memo Pad:
■ Press the Memo Pad application button on the front panel of your
PC companion. Memo Pad opens to display the last Memo Pad
screen that you viewed.
®
technology.
Memo Pad button
Note: Press the Memo Pad application button repeatedly to cycle
through the categories in which you have memos.
Calculator
Calculator enables you to perform addition, subtraction,
multiplication, and division.
In Calculator, you can do the following:
■ Perform basic calculations.
■ Store and retrieve values.
Chapter 4 Page 51
■ Display the last series of calculations, which is useful for
confirming a series of “chain” calculations.
To open Calculator:
■ Tap the Calculator icon next to the Graffiti
®
writing area.
Expense
Expense lets you keep track of your expenses and then transfer
the information to a spreadsheet on your computer.
In Expense, you can do the following:
■ Record dates, types of expenses, amount spent, payment method,
and other details associated with any money that you spend.
■ Assign expense items to categories so that you can organize and
view them in logical groups.
■ Keep track of vendors (companies) and people involved with each
particular expense.
■ Log miles traveled for a particular date or expense category.
■ Sort your expenses by date or expense type.
■ Transfer your expense information to a Microsoft Excel
spreadsheet (version 5.0 or later) on your computer. (Microsoft
Excel is not included in the WorkPad PC companion package.)
To open Expense:
1. Tap the Applications icon .
2. Tap the Expense icon .
Page 52 Using Your Basic Applications
Common tasks
The tasks described in this section use the term “records” to refer to an
individual item in any of the basic applications: a single Date Book
event, Address Book entry, To Do List item, Memo Pad memo, or
Expense item.
Creating records
You can use the following procedure to create a new record in Date
Book, Address Book, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book only: Select start and end times for your appointment
and tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address Book and Memo Pad only: Tap Done.
There’s no need to save the record because your PC companion saves
it automatically.
Editing records
After you create a record, you can change, delete, or enter new text at
any time. Two screen features tell you when your PC companion is in
editing mode:
■ A blinking cursor
■ One or more edit lines
Blinking cursor
Edit line
Chapter 4 Page 53
Entering text
For information on how to enter text using Graffiti writing, the
onscreen keyboard, or the keyboard attached to your computer, see
Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit
text. In general, commands available in the Edit menu apply to text
that you select in an application.
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it (in black).
Note: You can drag across the text to select additional words, or
drag down to select a group of lines.
The following commands may appear in an Edit menu:
Undo
Cut
Copy
Paste
Select All
Reverses the action of the last edit command. For
example, if you used Cut to remove text, Undo
restores the text you removed. Undo also
reverses deletions done by using backspace.
Removes the selected text and stores it
temporarily in the memory of your PC
companion. You can paste the text you cut into
another area of the current application or into a
different application.
Copies the selected text and stores it
temporarily in the memory of your PC
companion. You can paste the text that you
copy into another area of the current application
or into a different application.
Inserts the text that you cut or copied at the
selected point in a record. The text you paste
replaces any selected text. If you did not
previously cut or copy text, Paste does nothing.
Selects all of the text in the current record or
screen. This enables you to cut or copy all of the
text and paste it elsewhere.
Page 54 Using Your Basic Applications
Keyboard
Opens the onscreen keyboard. When you finish
with the onscreen keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti
character strokes. Use this command anytime
you forget a stroke for a character.
Deleting records
To delete a record in any of the basic applications:
1. Select the record you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap the Delete command:
Date Book: Delete Event
Address Book: Delete Address
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of
the deleted item to an archive file in Palm Desktop for IBM
WorkPad, be sure that the check box is checked. If you don’t want
to save a copy, tap the check box to remove the check.
4. Tap OK.
If you choose to save a copy of the selected item, your PC companion
transfers it to the archive file on your desktop the next time you
perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
■ In the Details dialog box of the application, tap Delete, and then
tap OK.
■ Delete the text of the record.
Note: In Date Book, if you delete the text of a repeating event,
you delete all instances of that event.
Chapter 4 Page 55
Purging records
Over time, as you use Date Book, To Do List, and Expense, you’ll
accumulate records in these applications that have outlived their
usefulness. For example, events that occurred months ago remain in
the Date Book, and To Do List items that you marked as completed
remain in the list, as do Expense items.
All these outdated records take up memory on your PC companion,
so it’s a good idea to remove them by using Purge. If you think Date
Book or To Do List records might prove useful later, you can purge
them from your PC companion and save them in an archive file.
Purging is also available in Mail. See Chapter 5 for more information.
Purging is not available in Address Book or Memo Pad, so delete
outdated records from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon .
3. Tap Record, and then tap Purge.
A confirmation dialog box appears.
Date Book: Tap the pick list and select how old a record must be
to be purged. Purge deletes repeating events if the last of the series ends before the date that you purge records.
Date Book, To Do List: If you want to save a copy of the purged
records to an archive file on your desktop, be sure that the check
box is checked. If you don’t want to save a copy, tap the check
box to remove the check box.
4. Tap OK.
If you chose to save a copy of the purged records, your PC companion
transfers them to an archive file on your desktop the next time you
perform a HotSync operation.
Note: Purging does not happen automatically. You must tap the
command to make it happen.
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges
and updates — data between your PC companion and Palm Desktop
for IBM WorkPad. Changes you make on your PC companion or Palm
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Desktop for IBM WorkPad appear in both places after a HotSync
operation. HotSync technology synchronizes only the needed
portions of files, thus reducing synchronization time.
You can synchronize your data by connecting your PC companion
directly to your computer with the cradle or indirectly with a modem
or network. See Chapter 6 for information about performing HotSync
operations via a modem or network.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user
information on both the PC companion and Palm Desktop for IBM
WorkPad. After you enter this information and synchronize, the
HotSync Manager recognizes your PC companion and doesn’t ask for
this information again.
If you are a System Administrator preparing several PC companions
for a group of users, you may want to create a user profile. See
“Creating a user profile” in Chapter 6 before performing these steps.
Important: You must perform your first HotSync operation with a
local, direct connection, rather than using a modem.
The following steps assume that you have already installed Palm
Desktop for IBM WorkPad. If you have not installed this software, see
“Installing Palm Desktop for IBM WorkPad” in Chapter 1 for details.
To perform a local HotSync operation:
1. Insert your PC companion into the cradle.
Tip: The bottom edge of the PC companion should align
smoothly with the cradle when it is inserted properly.
Chapter 4 Page 57
2. If the HotSync Manager is not running, start it: On the Windows
desktop, click Start, and then choose Programs. Navigate to the
Palm Desktop for IBM WorkPad program group and choose
HotSync Manager. Alternatively, you can start Palm Desktop for
IBM WorkPad which automatically opens the HotSync Manager.
3. Press the HotSync button
on the cradle.
Note: If you are using an optional Hotsync cable instead of a
cradle, click the HotSync Manager icon in the Windows
system tray and select Local from the menu.
HotSync
button
Important: The first time you perform a HotSync operation, you
must enter a user name in the New User dialog box and
click OK. Every PC companion should have a unique
name. To prevent loss of a user’s data, never try to
synchronize more than one PC companion to the same
user name.
The HotSync Progress dialog box appears and synchronization
begins.
4. Wait for a message on your PC companion indicating that the
process is complete.
After the HotSync process is complete, you can remove your PC
companion from the cradle.
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Categorizing records
Categorize records in the Address Book, To Do List, Memo Pad, and
Expense applications so that they are grouped logically and are easy
to review. (You can also categorize applications. See “Using the
Applications Launcher” in Chapter 3 for more information.)
When you create a record, your PC companion automatically places it
in the category that is currently displayed. If the category is All, your
PC companion assigns it to the Unfiled category. You can leave an
entry as Unfiled or assign it to a category at any time.
You can define up to 15 categories for each application.
Default categories
Your PC companion comes with two default categories: Business and
Personal. In addition, the Address Book contains the QuickList
category, which you can use as a quick reference of names, addresses,
and phone numbers (such as emergency numbers, doctor, lawyer,
etc.).
Expense contains two default categories, New York and Paris, to show
how you might sort your expenses for different business trips.
You can rename or delete these default categories.
Note: The illustrations shown are from Address Book, but you can
use these procedures in all the applications in which categories
are available. Categories are not available in Date Book.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
5. Select the category for the record.
6. Tap OK.
Chapter 4 Page 59
To display a category of records:
1. Tap the category pick list in the upper-right corner of the List
screen.
Tap here
2. Select the category you want to view.
The List screen now displays only the records assigned to that
category.
Tip: Pressing an application button on the front panel of the PC
companion toggles through all the categories of that
application.
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen.
Tap here
2. Tap Edit Categories.
3. Tap New.
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4. Enter the name of the new category, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
Chapter 4 Page 61
4. Enter the new name for the category, and then tap OK.
5. Tap OK.
Tip: You can group the records in two or more categories into one
category by giving the categories the same name. For example,
if you change the name of the Personal category to Business,
all records formerly in the Personal category appear in the
Business category.
Finding records
Your PC companion offers several ways to find information quickly:
■ All applications: Find locates any text that you specify, always
starting with the current application.
■ Date Book, To Do List, Memo Pad: Phone Lookup displays the Address
List screen and lets you add the information that appears in this
list to a record.
■ Address Book: The Look Up line lets you enter the first letters of a
name to scroll immediately to that name.
■ Expense: Lookup displays the names in your Address Book that
have data in the Company field. You can add these names to a list
of attendees associated with an Expense record.
Looking up Address Book records
When working with Address Book, the scroll button on the front panel
of the PC companion makes it easy to navigate among your address
entries.
■ In the Address List screen, the scroll button moves up or down an
entire screen of records. If you hold down the scroll button, you
accelerate the scrolling and display every third screen.
■ In the Address View screen, the scroll button moves to the
previous or next address record.
You can also use the Address List Look Up feature to quickly scroll to
any of your Address Book entries.
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To look up an Address Book record:
1. Display the Address List screen.
2. Enter the first letter of the name you want to find.
Look Up line
The list scrolls to the first entry that begins with that letter. If
you write another letter, the list scrolls to the first entry that
starts with those two letters. For example, writing an “s” scrolls
to “Sands,” and writing “sm” scrolls further to “Smith.” If you
sort the list by company name, the Look Up feature scrolls to
the first letter of the company name.
3. Tap the record to view its contents.
Using Find
You can use Find to locate any text that you specify, in any
application.
To use Find:
1. Tap the Find icon .
Tip: If you select text in an application before you tap Find, the
selected text automatically appears in the Find dialog box.
2. Enter the text that you want to find.
Find is not case-sensitive. For example, searching for the name
“davidson” also finds “Davidson.”
Find locates any words that begin with the text you enter. For
example, searching for “plane” finds “planet,” but not “airplane.”
3. Tap OK.
Find searches for the text in all records and all notes.
Chapter 4 Page 63
As your PC companion searches for the text, you can tap Stop
at any time. You may want to do this if the entry you want appears before your PC companion finishes the search. To continue the search after you tap Stop, tap Find More.
4. Tap the text that you want to review.
Using Phone Lookup
Phone Lookup displays the Address List screen and lets you add the
information that appears in this list to a record.
To use Phone Lookup:
1. Display the record in which you want to insert a phone number.
The record can be in Date Book, To Do List, or Memo Pad.
2. Tap the Menu icon .
3. Tap Options, and then tap Phone Lookup.
4. Begin to spell the last name of the name you want to find.
The list scrolls to the first record in the list that starts with the
first letter you enter. Continue to spell the name you’re looking
for, or when you see the name, tap it.
Page 64 Using Your Basic Applications
5. Tap Add.
The name you selected, along with the other information associated
with it, is pasted into the record you selected in step 1.
Phone Lookup tips
Write the Graffiti Command stroke “/L” to activate the Phone Lookup
feature. You can also activate it in the following circumstances:
■ While entering text: For example, to insert the full name and phone
number for someone with the last name “Williams,” write the
Graffiti characters for “Wi” and then the Phone Lookup
Command stroke “/L.”
Assuming you have only one Address Book record that begins
with “Wi,” your PC companion inserts the full name “Williams”
(and its associated information). If you have more than one name
that begins with “Wi,” the Phone Lookup screen appears and
highlights the first record that begins with “Wi.”
■ For selected text: Drag to highlight the text, and then write the Phone
Lookup Command stroke “/L.” Your PC companion replaces the
selected text and adds the name and its associated information.
Looking up names to add to expense records
In Expense, Lookup displays the names in your Address Book that
have data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
To add names to an Expense record:
1. Tap the Expense record to which you want to add names.
2. Tap Details.
Chapter 4 Page 65
3. Tap Who.
Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your
Address Book that have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7. Tap Done.
8. Tap OK.
Sorting lists of records
You can sort lists of records in various ways, depending on the
application. Sorting is available in applications that have List screens:
Address Book, To Do List, Memo Pad, and Expense.
Note: You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
To sort records in To Do List and Expense:
1. Open the application to display the List screen.
2. Tap Show.
3. Tap the Sort by pick list and select an option.
4. Tap OK.
To sort records in Address Book and Memo Pad:
1. Open the application to display the List screen.
2. Tap the Menu icon .
Page 66 Using Your Basic Applications
3. Tap Options, and then tap Preferences.
Address Book:
Memo Pad:
4. Do one of the following:
Address Book: Tap the setting you want.
Memo Pad: Tap the Sort by pick list and select Alphabetic or
Manual.
5. Tap OK.
To sort the Memo List manually, tap and drag a memo to a new
location in the list.
Note: To make the list of your memos appear in Palm Desktop for
IBM WorkPad as you manually sorted it on your PC
companion, open Memo Pad in Palm Desktop for IBM
WorkPad and click List by. Then select Order on handheld.
Making records private
In all basic applications except Expense, you can make individual
records private. Private records remain visible and accessible,
however, until you select the Security setting to hide all private
records. See “Security” in Chapter 3 for more information.
Hiding private records
You can hide records that you mark as private. If you define a
password for your PC companion, you must enter it to display private
records.
Chapter 4 Page 67
To hide private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap Hide.
Tap Hide
4. Tap Hide to confirm that you want to hide private records.
To display private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap Show.
If you do not have a password, hidden records become visible.
If you have a password, the Show Private Records dialog box
appears. Go to step 4.
Tap Show
4. Enter your password, and then tap Show.
Page 68 Using Your Basic Applications
To make a record private:
1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.
Attaching notes
In all basic applications except Memo Pad, you can attach a note to a
record. A note can be up to several thousand characters long. For
example, for an appointment in Date Book, you can attach a note with
directions to the location.
To attach a note to a record:
1. Display the entry to which you want to add a note.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap Note.
5. Enter your note.
6. Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
To review or edit a note:
1. Tap the Note icon .
To delete a note:
1. Tap the Note icon .
2. Tap Delete.
3. Tap Yes.
Chapter 4 Page 69
Choosing fonts
In all basic applications except Expense, you can change the font style
to make text easier to read. You can choose a different font style for
each application.
Small font
Bold font
To change the font style:
1. Open an application.
2. Tap the Menu icon .
3. Tap Options, and then tap Font.
4. Tap the font style you want to use.
Tap here for small font
5. Tap OK.
Large font
Tap here for bold font
Tap here for large font
Page 70 Using Your Basic Applications
Application-specific tasks
Date Book
When you open Date Book, the screen shows the current date and a
list of times for a normal business day.
Scheduling an event
A record in Date Book is called an “event.” An event can be any kind
of activity that you associate with a day. You can enter a new event on
any of the available time lines.
When you schedule an event, its description appears on the time line,
and its duration is automatically set to one hour. You can easily
change the start time and duration for any event.
Note: It’s possible to schedule events that overlap, but Date Book
makes it easy to find such conflicts. See “Spotting event
conflicts” later in this chapter.
You can also schedule events in your Date Book that occur on a
particular date but have no specific start or end times, such as
birthdays, holidays, and anniversaries. These are referred to as
“untimed events.” Untimed events appear at the top of the list of
times, marked with a diamond. You can have more than one untimed
event on a particular date.
You can also schedule a repeating event, such as a weekly meeting,
and continuous events, such as a three-day conference or a vacation.
To schedule an event for the current day:
1. Tap the time line that corresponds to the beginning of the event.
Tap a time
line
Time bar
shows
duration
Enter event
Chapter 4 Page 71
2. Enter a description of the event. You can enter up to 255 characters.
3. If the event is one hour long, skip to step 7. If the event is longer or
shorter than an hour, tap the time of the event to open the Set Time
dialog box.
Tap the
time of an
event
Tip: You can also open the Set Time dialog (to select a start
time) by making sure no event is selected, and then
writing a number on the number side of the Graffiti
writing area.
4. Tap the time columns on the right side of the Set Time dialog to set
the Start Time.
Start Time
highlighted
Tap to scroll to
earlier hours
Tap to change
hours
Tap to change
minutes
Tap to scroll to
later hours
5. Tap the End Time box, and then tap the time columns to set the
End Time.
6. Tap OK.
7. Tap a blank area of the screen to deselect the event. A vertical line
appears next to the time, indicating the duration of the event.
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To schedule an event for another day:
1. Select the date you want for the event by doing one of the
following:
■ Tap the day of the week that you want in the date bar at the top of
the screen. If necessary, tap the Previous week or Next week scroll
arrows to move to another week.
Previous
week
Next
week
Tap to select a day of
the current week
Tip: You can also use the scroll button on the front panel of
your PC companion to move forward or backward one
day at a time.
■ Tap Go To at the bottom of the screen to open the Go to Date
dialog box. Select a date by tapping a year, month, and day in the
calendar.
Previous year Next year
Tap to select a
month
Tap to select a
day
Tap to select
current date
Tip: In the Go to Date dialog box, you can also use the scroll
button on the front panel of the PC companion to move
forward or backward one month at a time.
2. After you locate the date, follow the steps for scheduling an event
for the current day.
Chapter 4 Page 73
To schedule an untimed event:
1. Select the date that you want for the event as described in “To
schedule an event for another day.”
2. Tap New.
3. Tap OK, so that no start or end times are defined for the new event.
Tip: You can also create a new untimed event by making sure
no event is selected and then writing letters in the Graffiti
writing area.
4. Enter a description of the event.
New
untimed
event
No time
selected
5. Tap a blank area on the screen to deselect the untimed event.
Note: If you create an event and decide later that there is no
particular start or end time, you can easily change it to an
untimed event. Tap the time of the event in the Date Book
screen, tap No Time, and then tap OK.
Page 74 Using Your Basic Applications
Rescheduling an event
You can easily make changes to your schedule with your PC
companion.
To reschedule an event:
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in
your Date Book. You can set an alarm to sound minutes, hours, or
days before an event. The default Alarm setting is 5 minutes before the
time of the event, but you can change this to any number of minutes,
hours, or days.
When you set an alarm, this icon appears to the far right of the
event with the alarm. When the alarm tone sounds, a reminder
message also appears onscreen.
To set an alarm for an event:
1. Tap the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears.
4. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the
number of time units.
Enter number of
time units here
Tap here to
select unit of time
6. Tap OK.
Chapter 4 Page 75
Alarm for untimed events: You can set a silent alarm for an untimed event.
In this case, the alarm triggers at the specified period of minutes,
hours, or days before midnight (beginning) of the day of the untimed
event. No audible alarm sounds for an untimed event; instead, the
reminder message appears onscreen.
For example, you set an alarm for an untimed event that occurs on
February 4th. If the alarm is set for 5 minutes, the reminder message
appears at 11:55 PM on the night of February 3rd. The reminder
remains onscreen until you turn on your PC companion and tap OK
to dismiss it.
Scheduling repeating or continuous events
The Repeat function lets you schedule events that recur at regular
intervals or extend over a period of consecutive days.
A birthday is a good example of an event that repeats annually.
Another example is a weekly guitar lesson that falls on the same day
of the week and the same time of day.
A business trip or a vacation is an example of a continuous event.
To schedule a repeating or continuous event:
1. Tap the event.
Typically, a continuous event is an untimed event.
2. Tap Details.
3. Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4. Tap Day, Week, Month, or Year to set how often event repeats.
For a continuous event, tap Day.
Page 76 Using Your Basic Applications
5. Enter a number that corresponds to how often you want the event
to repeat on the Every line.
For example, if you select Month and enter the number 2, the
event repeats every other month.
6. To specify an end date for the repeating or continuous event, tap
the End on pick list and tap Choose Date. Use the date picker to
select an end date.
7. Tap OK.
After you schedule a repeating or continuous event, this icon
appears to the far right of the event.
Considerations for repeating or continuous events: Keep the following points
in mind.
■ If you change the start date of a repeating event, your PC
companion calculates the number of days you moved the event.
Your PC companion then automatically changes the end date to
maintain the duration of the repeating event.
■ If you change the repeat interval (e.g., daily to weekly) of a
repeating event, past occurrences (prior to the day on which you
change the setting) are not changed, and your PC companion
creates a new repeating event.
■ If you change the date of an occurrence of a repeating event (e.g.,
from January 14th to January 15th) and apply the change to all
occurrences, the new date becomes the start date of the repeating
event. Your PC companion adjusts the end date to maintain the
duration of the event.
■ If you change other repeat settings (e.g., time, alarm, private) of a
repeating event and apply the change to all occurrences, your PC
companion creates a new event. The start date of this new event is
the day on which the setting is changed. Past occurrences (prior to
the day of the change) are not changed.
■ If you apply a change to a single occurrence of a repeating event
(e.g., time), that occurrence no longer shows the Repeat icon .
Changing the Date Book view
In addition to displaying the time list for a specific day, you can also
display a whole week or month. You can also display the current time.
To cycle through Day, Week, and Month views:
■ Press the Date Book application button repeatedly to display the
next view.
Chapter 4 Page 77
To display the current time:
■ Tap the date in the date bar to display the current time. After a few
seconds, the date reappears.
Tap the date Current time displays
Working in Week View: Week View shows the calendar of your events for
an entire week. This view lets you quickly review your appointments
and available time slots. In addition, the graphical display helps you
spot overlaps and conflicts in your schedule.
To display the Week View:
1. Tap the Week View button.
Week View
2. Tap the navigation controls to move forward or backward a week
at a time, or to display details of an event.
Note: The Week View also shows untimed events and events
that are before and after the range of times shown.
Previous
week
Page 78 Using Your Basic Applications
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
3. Tap an event to show a description of the event.
Event details
Tap to show event details
Tips for using Week View: Keep the following points in mind.
■ To reschedule an event, tap and drag the event to a different time
or day.
■ Tap a blank time on any day to move to that day and have the time
selected for a new event.
■ Tap any day or date that appears at the top of the Week View to
move directly to that day without selecting an event.
■ The Week View shows the time span defined by the Start Time
and End Time in the Date Book Preferences settings. If you have
an event before or after this time span, a bar appears at the top
or bottom of that day's column. Use the onscreen scroll arrows
to scroll to the event.
Spotting event conflicts
With the ability to define specific start and end times for any event, it’s
possible to schedule events that overlap (an event that starts before a
previous event finishes).
An event conflict (time overlap) appears in the Week View as
overlapping bars. The Day View displays overlapping brackets to the
left of the conflicting times.
Chapter 4 Page 79
Event
conflicts
Working in Month View
The Month View screen shows which days have events scheduled.
Dots and lines in the Month View indicate events, repeating events,
and untimed events.
Previous/next month
Dashed line indicates continuous event
Dots on right side indicate events
Dots below date indicate untimed events
Month View button
You can control the dots and lines that appear in the Month View. See
“Options menu” later in this chapter.
Tips for using Month View: Keep the following points in mind.
■ Tap a day in the Month View to display that day in the Day View.
■ Tap the scroll arrows in the upper-right corner to move forward or
backward a month.
■ Tap Go to to open the date selector and select a different month.
■ Use the scroll button on the front panel of your PC companion to
move between months. Press the upper half of the button to
display the previous month, the lower half to display the next
month.
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Date Book menus, preferences, and display options
Date Book menus are shown here for your reference, and Date Book
features that are not explained elsewhere in this book are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Record menu
Options menu
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Display Options
Allows you to change Date Book’s appearance
and which events display.
■ Show Time Bars. Activates the time bars that
appear in the Day View. The time bars show
the duration of an event and illustrate event
conflicts.
■ Compress Day View. Controls how times appear
in the Day View. When Compress Day View
is off, all time slots display. When it is on,
start and end times display for each event, but
blank time slots toward the bottom of the
screen disappear to minimize scrolling.
■ Month View settings. These check boxes apply to
the Month View of the Date Book. You can
activate any or all of these settings to show
that you have Timed, Untimed, or Daily
Repeating events in the Month View only.
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Preferences
■ Start/End Time. Defines the start and end times
for Date Book screens. If the time slots you
select do not fit on one screen, you can tap the
scroll arrows to scroll up and down.
■ Alarm Preset. Automatically sets an alarm for
each new event. The silent alarm for untimed
events is defined by minutes, days, or hours
before midnight of the date of the event.
■ Alarm Sound. Sets the tone of the alarm.
■ Remind Me. Defines how many times the alarm
sounds. The choices are Once, Twice, 3 Times,
5 Times, and 10 Times.
■ Play Every. Defines how often the alarm sounds.
The choices are Minute,
5 minutes, 10 minutes, and 30 minutes.
About Date
Shows version information for Date Book.
Book
Chapter 4 Page 83
Address Book
Address Book is the application in which you store name and address
information about people or businesses.
Creating an Address Book entry
A record in Address Book is called an “entry.” You can create entries
on your PC companion, or you can use Palm Desktop for IBM
WorkPad to create entries on your computer and then download the
entries to your PC companion with your next HotSync operation.
Palm Desktop for IBM WorkPad also has data import capabilities that
enable you to load database files into Address Book on your PC
companion.
See “Importing data” in Chapter 2 and Palm Desktop for IBM
WorkPad online Help for more information.
To create a new Address Book entry:
1. Press the Address Book application button on the front of your
PC companion to display the Address List.
2. Tap New.
Cursor
at Last
name
Tap New
3. Enter the last name of the person you want to add to your
Address Book.
Note: The PC companion automatically capitalizes the first
letter of each field (except numeric and e-mail fields). You
do not have to use the Graffiti capital stroke to capitalize
the first letter of the name.
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4. Use the Next Field Graffiti stroke to move to the First Name field.
Next Field
Tip: You can also move to any field by tapping it directly.
5. Enter the person's first name in the First Name field.
6. Enter the other information that you want to include in this entry.
7. Tap the scroll arrows to move to the next page of information.
8. After you finish entering information, tap Done.
Tap Done
Tip: To create an entry that always appears at the top of the
Address List, begin the Last name or Company field with a
symbol, as in *If Found Call*. This entry can contain contact
information in case you lose your PC companion.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that
you associate with an Address Book entry. Any changes you make
apply only to the current entry.
To select other types of phone numbers in an entry:
1. Tap the entry that you want to change.
2. Tap Edit.
Chapter 4 Page 85
3. Tap the pick list next to the label you want to change.
Tap
triangle
4. Select a new label.
Changing Address Entry details
The Address Entry Details dialog box provides a variety of options
that you can associate with an entry.
To open the Address Entry Details dialog box:
1. Tap the entry whose details you want to change.
2. Tap Edit.
3. Tap Details.
4. Select any of the following settings:
Show in List
Select which type of phone or other information
appears in the Address List screen. Your options
are Work, Home, Fax, Other, and E-mail.
Category
Private
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Assign the entry to a category.
Hide this entry when Security is turned on.
Address Book menus
Address Book menus are shown here for your reference, and Address
Book features that are not explained elsewhere in this book are
described here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
The Record and Options menus differ depending on whether you’re
displaying the Address List screen or the Address View screen.
Record menus
Address List
Address View
Options menus
Address List
Address View
Preferences
■ Remember last category. Determines how
Address Book appears when you return to it
from another application. If you select this
check box, Address Book shows the last
category you selected. If you clear it, Address
Book displays the All category.
Chapter 4 Page 87
Rename Custom
Fields
These custom fields appear at the end of the
Address Edit screen. Rename them to identify the
kind of information you enter in them. The names
you give the custom fields appear in all entries.
About Address
Book
Shows version information for Address Book.
Page 88 Using Your Basic Applications
To Do List
A To Do List item is a reminder of some task that you have to
complete. A record in To Do List is called an “item.”
To create a To Do List item:
1. Press the To Do List application button on the front of your PC
companion to display the To Do List.
2. Tap New.
New To
Do item
Tap New
3. Enter the text of the To Do List item. The text can be longer than
one line.
4. Tap anywhere onscreen to deselect the To Do List item.
Tip: If no To Do List item is currently selected, writing in the
Graffiti writing area automatically creates a new item.
Setting priority
The priority setting for items lets you arrange the tasks in your To Do
List according to their importance or urgency. The default setting for
the To Do List is to arrange items by priority and due date, with
priority 1 items at the top. If you have a number of items in your list,
changing an item’s priority setting may move its position in the list.
Note: When you create a new To Do List item, its priority is
automatically set to level 1, the highest (most important) level.
If you select another item first, however, the item you create
appears beneath the selected item and is given the same
priority as the selected item.
Chapter 4 Page 89
To set the priority of a To Do List item:
1. Tap the Priority number on the left side of the To Do List item.
Tap here
Tap to
select
priority
2. Tap the Priority number that you want to set (1 is most important).
Checking off a To Do List item
You can check off a To Do List item to indicate that you’ve completed
it. You can set the To Do List to record the date that you complete the
To Do List item, and you can choose to show or hide completed items.
See “To Do Show Options” later in this chapter.
To check off a To Do List item:
■ Tap the check box on the left side of the item.
Completed
To Do List
item
Changing To Do List item details
The To Do Item Details dialog box enables you to change settings for
individual items.
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To display the To Do Item Details dialog box:
1. Tap the text of the item whose details you want to change.
2. Tap Details.
Setting a due date
You can associate a due date with any To Do List item. You can also
sort the items that appear in the list based on their due date.
To set a due date for a To Do List item:
1. In the Details dialog box, tap “No Date” to open the Due Date pick
list.
Tap here
2. Tap the date that you want to assign the item:
Today
Tomorrow
One week later
Assigns the current date.
Assigns tomorrow’s date.
Assigns the date exactly one week from the
current date.
No Date
Choose date
Removes the due date from the item.
Opens the date selector, where you can
choose any date that you want for the item.
3. Tap OK.
Tip: If you turn on the Show Due Dates option in the To Do Show
options dialog, you can tap directly on the due date in the To
Do List to open the pick list shown in step 2.
Chapter 4 Page 91
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