Seize the Work Day : Using the Tablet PC to Take Total Control of Your Work and Meeting Day

by Linenberger, Michael

• ISBN13: 9780974930404
• ISBN10: 0974930407
• Format: Paperback
• Copyright: 2004-05-30
• Publisher: Natl Book Network

Summary

Seize the Work Day describes using the Tablet PC to help the average office work-manager get control of his/her work day and become more productive. It paints a compelling picture of the Tablet PC as a very practical business tool, and assists the user in succeeding with the Tablet PC in such a setting.

Author Biography

Michael Linenberger has been a management and technology professional for over twenty years

Table of Contents

Acknowledgments	p. xv
About the Author	p. xvi
Foreword	p. xviii
Introduction	p. 1
What This Book Contains	p. 1
Choosing, Configuring, and Using the Tablet PC	p. 2
Automating Seven Key Work Management Activities	p. 3
In Conclusion, a Fun Ride Is Ahead	p. 5
Why and How
Seize the Work Day	p. 9
Boost Your Work Management Effectiveness	p. 10
Who Can Benefit?	p. 10
Get Totally Organized	p. 11
Boost Your Meeting Productivity	p. 13
A "Controversy"	p. 18
The Tablet PC: a Manager Productivity Revolution	p. 19
The Ultimate PDA	p. 20
Choosing the Tablet PC and Software	p. 23
Choosing Your Tablet PC	p. 24
Tablet PC Choices	p. 24
Accessories You Need	p. 33
Software to Buy	p. 38
Microsoft Outlook	p. 38
FranklinCovey Software	p. 39
MindManager for the Tablet PC	p. 40
Microsoft OneNote	p. 40
Adobe Acrobat Standard Edition and PaperPort Pro 9 Office (Optional)	p. 41
Getting Started	p. 43
Using Your Tablet PC for the First Time	p. 44
Basic Skills	p. 44
Basic Windows Journal	p. 48
Now Let's Take a Peek at Some More Advanced Features of Windows Journal	p. 53
Converting Handwriting to Text in Windows Journal	p. 54
Tablet PC Input Panel	p. 57
Tips for Accurate Handwriting Conversion	p. 59
Time to Take the Tutorials	p. 59
Configure Your Tablet PC for Success	p. 61
Two Modes of Configuration	p. 62
As a Desktop	p. 62
As a PDA	p. 62
Real Life Work Scenario	p. 62
Do This All at Once?	p. 63
First, Configure the Tablet as Your Desktop Computer	p. 64
How This Will Look on Your (Physical) Desk	p. 64
Dealing with Your IT Department to Configure Your Tablet PC for Connection to Your Enterprise Network	p. 66
Transferring Files from Your Desktop Computer	p. 70
Monitor Approaches for Your Desk	p. 71
Configuring Outlook for Off-Network Use	p. 82
Using Outlook in Offline Mode	p. 82
Outlook Has Three Possible Offline Approaches	p. 83
Configuring Outlook for Offline Mode	p. 85
Configuring Your Tablet PC for Use as a PDA	p. 87
Installing and Learning the Additional Software Needed to Be Fully Productive in Meetings	p. 87
Configuring How You Turn Your Tablet PC On and Off	p. 88
Configuring Your Start Menu and Startup Folder	p. 96
The Tablet PC Input Panel: Configuration and Use Strategies	p. 105
Strategies for Configuring Screen Orientation	p. 117
Setting a Backup Strategy	p. 118
Using Speech Recognition	p. 122
Strategies for Using Digital Ink	p. 125
The Need for a Strategy	p. 126
Don't Convert Everything to Text	p. 126
Sources of Old Habits	p. 126
When to Type? When to Ink? When to Convert?	p. 127
Base Decisions on Text Volume	p. 128
Base Decisions on Intended Use of Target Text	p. 129
Base Decisions on Your Need for Speed	p. 130
Use a Keyboard or Speech Recognition	p. 130
In Summary	p. 131
Seven Key Work Management Activities
Task Management	p. 135
Getting Your Tasks under Control	p. 136
A Real Life Example	p. 136
Getting Tasks under Control Is Critical	p. 137
Automated Task Management Approaches	p. 138
Key Principles of Task Management	p. 140
Role of Software and the Tablet PC in Task Management	p. 144
Using FranklinCovey PlanPlus Software	p. 148
Getting Started	p. 148
Customizing the View for the Tablet PC	p. 150
Entering and Using Tasks	p. 160
Strategies for Adding and Managing Tasks	p. 170
Task Management Using FranklinCovey TabletPlanner Version 3.0	p. 178
Navigating around TabletPlanner 3.0	p. 178
Managing Tasks in FranklinCovey TabletPlanner	p. 184
Advanced Task and E-mail Management	p. 195
Augmenting Your Task Management System	p. 196
Delegating Tasks	p. 196
A Real Life Example	p. 197
The Task Delegation Approach	p. 198
Identify and Annotate a Task for Delegation	p. 198
Gaining Buy-in for the Task	p. 199
Following Up on Delegated Tasks	p. 204
Processing Your Outlook 2003 E-mail Inbox	p. 208
Problems with Filing in Outlook Folders	p. 208
Outlook 2003 Changes All This	p. 209
Initial Setup	p. 210
My Recommended E-mail Processing Workflow	p. 210
Converting E-mails to Tasks	p. 212
Assigning Categories to E-mail	p. 214
Search Folders	p. 216
Show in Groups	p. 222
David Allen's Methods for Getting Things Done	p. 226
Next Action List	p. 226
Identify Miniprojects	p. 227
Combining Systems	p. 228
New Approach to Daily Tasks List	p. 228
New Approach to the Master Task List	p. 229
Weekly Review	p. 230
Why This Works So Well, and What's the Cost?	p. 231
Just Scratched the Surface	p. 231
Reconfigure Outlook	p. 232
Note Taking with the Tablet PC	p. 235
The Business Case	p. 236
Real Life Scenario	p. 236
Ink Is Your Friend	p. 236
Tablet PC: Best for Taking Meeting Notes	p. 237
Reasons Why Taking Notes with a Tablet PC Is Better than Taking Notes on Paper	p. 238
Your Note-Taking Software Choices	p. 241
Windows Journal	p. 243
Strategies for Taking Simple Notes with Windows Journal	p. 243
Taking Advantage of Added Features of Windows Journal	p. 251
Searching Notes in Windows Journal	p. 257
Sharing Windows Journal Note Documents	p. 258
Note Taking with FranklinCovey PlanPlus for Outlook	p. 260
PowerNotes	p. 260
Saving Notes into Folders	p. 269
Advanced Features of PowerNotes in PlanPlus	p. 278
Choosing Between Windows Journal and PlanPlus PowerNotes	p. 282
Note Taking with FranklinCovey TabletPlanner 3.0	p. 288
Differences in TablePlanner PowerNotes from PlanPlus	p. 288
Daily Notes	p. 289
Note Taking 2: Using Microsoft Office OneNote 2003	p. 295
Introduction	p. 296
Business Value to the Busy Manager	p. 296
Using OneNote 2003	p. 301
Note Organization Structure: The Notebook Metaphor	p. 301
Primary Note-Taking Tools	p. 305
More OneNote Basics	p. 306
More on Note Organization: Folders	p. 315
Using Side Notes	p. 318
Synchronized Notes with Audio	p. 321
Simple Text Formatting	p. 325
Some Features Lacking in OneNote	p. 335
Advanced Note-Taking Features of Microsoft OneNote	p. 337
Reorganizing and Moving Ink Text within a OneNote page	p. 337
Text Groups or Containers	p. 339
Note Flags: Using and Defining	p. 350
Using Stationery	p. 358
Full Text Search	p. 359
Sharing OneNote Files	p. 361
In Conclusion	p. 362
Manage Your Power Documents	p. 363
The Business Case	p. 364
A Real Life Scenario	p. 364
Keeping Key Documents at Hand	p. 364
Document Management	p. 365
For Maximum Return Focus on Your Power Documents	p. 365
How You Might Keep Power Documents at Hand	p. 366
Common Document Format	p. 369
FranklinCovey Software Approach for Managing Power Documents	p. 370
Three Other Software Approaches	p. 371
All These Systems Really Work, Especially on a Tablet PC	p. 372
Recommended Software Choice	p. 372
Using Windows Journal to Create a Power Documents Binder	p. 375
The Windows Journal Power Document Workflow	p. 375
Create and Configure Your Power Documents Folder	p. 376
Importing Documents into Your Windows Journal Power Document System	p. 383
Using Your Windows Journal Power Document Binder	p. 385
Advanced Windows Folder Configuration: Show in Groups Using Categories	p. 385
Using PlanPlus 2.0 to Create Your Power Documents Binder	p. 393
The eBinder Document Is the Same as a Note-taking Document	p. 393
eBinder Documents and PowerNote Documents Are Originated Differently	p. 394
The Dual Use of the Default eBinder PowerNotes Folder in PlanPlus	p. 394
Organize Your PlanPlus eBinder Documents	p. 396
Using TabletPlanner 2.0 to Create Your Power Documents Binder	p. 397
How to Add Documents to the FranklinCovey TabletPlanner eBinder	p. 398
Organizing Your eBinder Documents	p. 399
Using Adobe Acrobat to Create Your Power Documents Binder	p. 400
Overview	p. 400
The Acrobat Binder Document	p. 401
Creating the Binder Document	p. 403
Workflow for Creation and Maintenance of Adobe Acrobat Binder Documents	p. 404
Converting Your First Document to a PDF	p. 404
Inserting Additional Documents	p. 409
Add and Organize Bookmarks	p. 411
Acrobat Workflow Tips	p. 416
Marking Up Pages in the Binder Document	p. 417
Other Uses of Adobe Acrobat	p. 418
Using PaperPort Pro 9 Office to Create Your Power Documents Binder	p. 419
The Main Window	p. 420
Getting Documents into PaperPort	p. 422
PaperPort Folder System	p. 423
Changing the Thumbnail View	p. 423
Beyond the Binder Approach for PaperPort	p. 424
Binder Application Best Practices	p. 425
Advantages of Using an Electronic Binder	p. 425
Types of Documents Appropriate for Your Collection	p. 425
Document Categories That I Put in My Binder	p. 426
Binder Creation Timing	p. 428
Brainstorming on the Tablet PC	p. 429
Business Maps	p. 430
Business Mapping Really Works	p. 430
Try a Simple Exercise	p. 431
Beyond Brainstorming	p. 433
Business Mapping Speeches	p. 434
Task and Project Planning	p. 435
Mindjet MindManager Software	p. 436
MindManager Advantages	p. 436
Software Versions	p. 438
Creating Business Maps in Nontablet Mode	p. 438
Editing Your Business Maps	p. 445
Creating Business Maps Using MindManager for the Tablet PC	p. 452
What Is Pen Mode?	p. 452
When to Use Pen Mode	p. 452
Entering Text in Pen Mode	p. 453
Editing Ink Topics	p. 458
Converting Handwriting to Text	p. 459
Next Steps	p. 462
Brainstorming Using Other Tablet PC Software Packages	p. 463
Mark Up and Edit Using the Tablet PC Pen	p. 467
The Business Case	p. 468
Your Document Annotation Software Choices	p. 469
Microsoft Office 2003: The Best Solution	p. 470
Marking Up Office 2003 Documents	p. 470
Ink Annotations versus Ink Comments versus Ink Drawing and Writing Tool	p. 471
How to Insert Ink into Word 2003	p. 475
Inserting Ink into Excel 2003 and PowerPoint 2003	p. 478
Using Microsoft Office XP (2002) with the Microsoft Office XP Pack for Tablet PC	p. 480
Marking Up PowerPoint XP Documents Using the Microsoft Office XP Pack for Tablet PC	p. 480
Marking Up Outlook Messages	p. 483
What to Do if You Have Earlier Versions of Microsoft Office	p. 483
Using Windows Journal to Mark Up Documents	p. 484
Importing Documents into Windows Journal by "Printing"	p. 484
Marking Up Documents in Windows Journal	p. 484
Sharing Windows Journal Marked-Up Documents	p. 486
Another Way to Import	p. 487
Marking Up Documents Using PlanPlus 2.0	p. 489
Marking Up Documents Using TabletPlanner 3.0	p. 491
Marking Up Documents Using Adobe Acrobat	p. 492
Marking Up Documents Using Microsoft OneNote	p. 493
Ink Annotations	p. 493
Audio Annotations	p. 494
Marking Up Documents Using Microsoft Office Document Imaging	p. 496
Advantages	p. 496
Complications	p. 497
Original Intended Use of This Software	p. 498
Should You Use Microsoft Office Document Imaging?	p. 498
Better Presentations	p. 499
The Tablet Advantage	p. 500
Giving Presentations	p. 500
The Tablet PC Also Changes the Dynamics of the Presentation Environment	p. 502
Tips for Giving a Presentation with the Tablet PC and PowerPoint	p. 503
Using Windows Journal as Your Presentation Tool	p. 503
How to Set Up Windows Journal as Your Presentation Tool	p. 505
Creating Presentations Quickly on the Tablet PC Using MindManager	p. 506
Overview	p. 506
Exporting into PowerPoint	p. 507
Using the Presentation Mode of MindManager	p. 515
In Conclusion: Do All This within a Meeting	p. 515
Goal Setting on the Tablet PC	p. 517
We All Put This Off, Right?	p. 518
Software-Based Goal-Setting Tools	p. 518
FranklinCovey Goal-Setting Principles	p. 519
Steps to Identify and Implement Goals	p. 519
The Four-Quadrants System	p. 520
How the Tablet PC Fits In	p. 520
FranklinCovey Software	p. 521
PlanPlus 2.0 for Microsoft Outlook	p. 521
Start with the Weekly Planning Screen	p. 521
Step-by-Step Entry to the Weekly Planning Screens	p. 523
PlanPlus Today Screen	p. 528
FranklinCovey TabletPlanner 3.0	p. 529
Navigating the Goal-Setting and Implementation-Planning Screens	p. 529
Using Help	p. 530
Using the Schedule Goals Screen	p. 531
In Summary	p. 533
Resources	p. 535
Tablet PC Manufacturers and Comparison Web Sites	p. 536
Accessories	p. 537
Software Sources	p. 537
Books	p. 539
Forums	p. 541
Microsoft Tablet PC Official Sites	p. 541
Author's Website	p. 541
Index	p. 543
Table of Contents provided by Rittenhouse. All Rights Reserved.