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Lotus Organizer Millennium Edition Introduction




Course Aims
Organizer Millennium Edition from Lotus Corporation provides users with the facilities to increase their effectiveness in managing their time, communication with others and managing personal contact information. On completion of the course the readers will understand the principles and terminology of an electronic personal information manager; be able to access Organizer and use the features and facilities of the package including sharing data between individuals or groups; and appreciate how Organizer can improve their communications productivity.
Assumed Knowledge
A basic understanding of PC, experience of using a mouse and the Microsoft Windows environment, as gained from attendance on a "Windows 95/98/NT User Introduction" course or from the work place.
Course Audience
Intending, new or recent Lotus Organizer users who need to get to grips with using an electronic PIM and who need an understanding of its benefits in terms of increased efficiency in the communications and data sharing process.

This course can be found in the following categories:
Courses > Contact Management
Courses > Lotus > Lotus Smartsuite Millennium Edition
Courses > Lotus > Lotus Organizer

Table of Contents
Getting Started with Organizer
  • Starting and Ending Organizer
  • Opening an Organizer File Manually and Automatically
  • Organizer Sections
  • Saving an Organizer File
  • Ending an Organizer Session
     
    The Calendar Section
  • Parts of the Screen
  • Creating an Appointment
  • Moving to a Specific Date
  • Using the Time Tracker Facility
  • Creating Repeat Appointments
  • Deleting Entries
  • Setting an Alarm
  • Displaying Calendar Views
  • Editing & Moving Appointment Entries
  • Booking Conflicting Appointments
  • Changing the Calendar Presentation
     
    The To Do Section
  • Creating and Deleting To Do Tasks
  • Setting an Alarm
  • Displaying To Do Views
  • Creating Repeating Tasks
  • Quickly Paging Through Tasks
  • Completed Tasks
     
    The Address Book Section
  • Creating & Deleting Address Records
  • Displaying Address Views
  • Sorting Addresses
  • Renaming Fields
     
    The Calls Section
  • Creating & Deleting a Calls Entry
  • Setting an Alarm
  • Displaying Different Calls Views
  • Recording Follow-up Calls
  • Dialling a Number Quickly
  • Adding Address Information
  • Creating To Do Lists from a Call Entry
  • Quickly Logging Incoming Calls
    The Planner Section
  • Creating and Deleting a Planner Event
  • Booking Planner Events in Your Calendar
  • Changing Key Names and the Duration
  • Setting an Alarm
  • Displaying Overlapping Events
  • Displaying Different Planner Views
     
    The Notepad Section
  • Creating and Deleting a Notepad Entry
  • Customising Notepad
  • Using Different Views
  • Going to an Existing Page
     
    The Anniversary Section
  • Creating and Deleting Anniversaries
  • Setting an Alarm on an Anniversary
  • Creating Repeating Anniversaries
  • Showing Anniversaries in the Calendar
     
    Customizing Organizer
  • Adding and Removing Sections
  • Changing the Order or Section Name
  • Changing Size or Width of Section Tabs
  • Changing the Appearance of your Binder
     
    Printing Organizer Information Setting Preferences
  • Cross Referencing Entries
  • Linking an Appointment to an Address
  • Locating Linked Information
  • Deleting a Link
  • Merging Files
  • Password Protection
     
    Categories
  • Categories
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