User manual FRANKLIN FRANKLIN PLANNER FOR OUTLOOK

[. . . ] Franklin Planner TM for Microsoft® OutlookTM 98 and 2000 User's Guide 23030UG License Agreement and Copyright Information Important!You must exit Microsoft® OutlookTM before installing Franklin PlannerTM software. Franklin PlannerTM for Microsoft® OutlookTM License Agreement By breaking the seal on the Software diskettes or CD-ROM, or installing, copying, or otherwise using this software product, you agree to be bound by the terms of this software license agreement. If you do not agree to the terms of this license agreement, you are not authorized to use the software product and must promptly return the package to the place where you obtained it. Purchaser's License Franklin Planner software is protected by copyright law and international copyright treaty. The Franklin Planner for Microsoft Outlook computer program ("Software") is licensed, not sold, to you. [. . . ] See "Running the Conversion Utility as a Standalone Application" on page 49. Continue the Installation 9. After selecting your installation options and choosing your destination paths, click Next. Note: The installation process will be a little different depending on whether you have chosen to install Franklin Planner for Palm, Franklin Planner for PPC, or the multimedia files (or some Page 17 combination). Refer to "Installing Special Components" on page 22 for information on how each of these options changes the installation process. During installation, a Question screen appears, asking if you want to add a Franklin Planner icon to your Windows taskbar. This icon gives you quick access to the Task List, the Weekly Compass, and the Compass Map. 14. Click Yes to add the icon to your taskbar, or No to skip this step. Register Franklin Planner 15. After Franklin Planner for Microsoft Outlook is installed, you will be prompted to register your new software. We recommend you register immediately--once you register Page 18 you'll be notified of product updates, new products, and become eligible for technical support. You have several options for registration: OE Internet using my Web browser. This option takes you to the Franklin Covey web site and register online. Note: Do not use this option unless you have already set up your computer to connect with the Internet through a local area network (LAN) or through a modem line. . You will fill in a form with registration information, then be given the option to send the form to Franklin Covey via your e-mail system. Note: Do not use this option unless your e-mail system is already set up. You will fill in a form with registration information, then be given the option to send the form to Franklin Covey via your modem. You will fill in a form with registration information, then be given the option to print a form that can be faxed to Franklin Covey. You will fill in a form with registration information, then be given the option to print a form that can be mailed to Franklin Covey. OE OE 16. Depending on the registration option you selected, you will be presented with different options. When you are Page 19 finished with registration, you will be taken to the Completed Registration screen. The Franklin Covey product installation screen will remain displayed until you click Exit. Starting Outlook After Franklin Planner Installation 1. The first time you start Outlook after installing Franklin Planner for Microsoft Outlook, the Welcome to Franklin Planner for Microsoft Outlook screen appears. Click topics for other screens Click Close when finished 2. The first screen (in a series of three) tells you what features were added to your Outlook installation. To learn a little more about What Matters Most or Franklin Planner, click the topics in the left column. Click Close when finished. Important: The Welcome to Franklin Planner for Microsoft Outlook screen appears only the first time you start Franklin Planner for Microsoft Outlook. If you want to view it again, you must look for it on your installation CD and run it from there. You will find the file, called START. EXE, in the root directory of the installation CD. Uninstall Franklin Planner If you need to uninstall Franklin Planner for Outlook, follow these simple steps: 1. [. . . ] Unlike Outlook's TaskPad, however, the PDTL gives you several additional options. With the PDTL, you can: OE OE OE OE OE OE OE Assign Franklin Covey action codes to tasks. Launch the PDTL from the Windows taskbar so you can view and edit your tasks even when Outlook isn't running. Page 42 Because the PDTL maintains the functionality of Outlook's TaskPad, it may be helpful to review Outlook's online Help topic "Creating and Maintaining a Task List" for information on using task lists. V OE OE OE OE OE OE OE OE For more information on the Prioritized Daily Task List, see the following online Help topics: Organize Your Day The PDTL versus Outlook's TaskPad Opening the PDTL Adding a Task in the PDTL Prioritizing Your Tasks Assigning an Action Code to a Task Assigning a Task to a Quadrant The Time Matrix Schedule Appointments Franklin Planner for Microsoft Outlook uses Outlook's Calendar feature for appointments and events. As a result, you schedule an appointment with Franklin Planner just as you would with Outlook. [. . . ]