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Thread: Templates for appointments and tasks please

  1. #1
    Junior Member
    Join Date
    Mar 2011
    Posts
    2

    Templates for appointments and tasks please

    Hello,
    I miss templates as a very important function on Deja Office.

    80 to 90% of my tasks and appointments are similar in most of their properties like categories, time-spans, linked contacts etc. they look like:
    - meetings with....,
    - Trip to .........
    - holiday in ..........
    - Birthday of...,
    - task for.....
    and just the ........ changes

    With 5-15 templates I could cover 90 to 95% of my entries and save 10 to 20 clicks for every entry!

    If a template exists, containing all the information my tasks or appointment needs, I JUST have to CHANGE THE DATE and the following is taken from the template:
    - Name (Description)
    - Category
    - Start time (series)
    - Timespan
    - Alarm
    - linked Contacts
    -> at least 10-15 clicks saved!!

    Pocketinformant is and was (on WM 6.x) a reference in using templates. Take a look there how much time you can spend entering your appointments.

    What do you think about templates?

    Wouldn't that be useful in Deja Office?

    Planned?

    Thanks,
    Sigi

  2. #2
    DejaOffice Team Member
    Join Date
    Dec 2010
    Posts
    2,371
    Quote Originally Posted by sigi-s View Post
    Hello,
    I miss templates as a very important function on Deja Office.

    80 to 90% of my tasks and appointments are similar in most of their properties like categories, time-spans, linked contacts etc. they look like:
    - meetings with....,
    - Trip to .........
    - holiday in ..........
    - Birthday of...,
    - task for.....
    and just the ........ changes

    With 5-15 templates I could cover 90 to 95% of my entries and save 10 to 20 clicks for every entry!

    If a template exists, containing all the information my tasks or appointment needs, I JUST have to CHANGE THE DATE and the following is taken from the template:
    - Name (Description)
    - Category
    - Start time (series)
    - Timespan
    - Alarm
    - linked Contacts
    -> at least 10-15 clicks saved!!

    Pocketinformant is and was (on WM 6.x) a reference in using templates. Take a look there how much time you can spend entering your appointments.

    What do you think about templates?

    Wouldn't that be useful in Deja Office?

    Planned?

    Thanks,
    Sigi
    Hi Sigi,

    Thank you for posting your idea and sharing it with us. This idea makes a lot of sense. However, it represents some pretty large challenges on our end.
    CompanionLink Software supports syncing with the following applications:

    Outlook
    Google
    Pimlical
    Lotus Notes
    HighRise
    Blackberry Desktop
    Palm Desktop
    Goldmine
    ACT!
    SalesForce
    Getting things Done
    Time and Chaos

    and the list goes on...
    The challenge would be introducing a template that cleanly interfaces back with all of those different desktop and web based applications.

  3. #3
    Junior Member
    Join Date
    Feb 2013
    Posts
    1

    Lightbulb Templates are critical to success, could set your system apart from the rest

    Quote Originally Posted by sigi-s View Post
    Hello,
    I miss templates as a very important function on Deja Office.

    80 to 90% of my tasks and appointments are similar in most of their properties like categories, time-spans, linked contacts etc. they look like:
    - meetings with....,
    - Trip to .........
    - holiday in ..........
    - Birthday of...,
    - task for.....
    and just the ........ changes

    With 5-15 templates I could cover 90 to 95% of my entries and save 10 to 20 clicks for every entry!

    If a template exists, containing all the information my tasks or appointment needs, I JUST have to CHANGE THE DATE and the following is taken from the template:
    - Name (Description)
    - Category
    - Start time (series)
    - Timespan
    - Alarm
    - linked Contacts
    -> at least 10-15 clicks saved!!

    Pocketinformant is and was (on WM 6.x) a reference in using templates. Take a look there how much time you can spend entering your appointments.

    What do you think about templates?

    Wouldn't that be useful in Deja Office?

    Planned?

    Thanks,
    Sigi
    Quote Originally Posted by Thomas View Post
    Hi Sigi,

    Thank you for posting your idea and sharing it with us. This idea makes a lot of sense. However, it represents some pretty large challenges on our end.
    CompanionLink Software supports syncing with the following applications:

    Outlook
    Google
    Pimlical
    Lotus Notes
    HighRise
    Blackberry Desktop
    Palm Desktop
    Goldmine
    ACT!
    SalesForce
    Getting things Done
    Time and Chaos

    and the list goes on...
    The challenge would be introducing a template that cleanly interfaces back with all of those different desktop and web based applications.
    PLEASE, don't think it has to work with all these apps! It only has to work in Dejaoffice, to insert the words in the event or task, then the words sync into those apps, this feature would save so much time! Please consider this as a HIGH priority, I worry when I see these requests for templates are so old.

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