Organiser Tutorial

Follow this tutorial to get you quickly started with Organiser.

First install the product; it will create a shortcut in the computer's Start menu under 'Organiser'. Select that to start Organiser.

The opening screen shows a menu on top, then a hierarchical (tree) view of the items on the lower left side and an item view on the lower-right side. Organiser uses a hierarchy of items to create a top-down list of things you need to remember. Items are not limited to simple Todo items, but rather they are reminders of several kinds of information; planned tasks, file locations, web locations, agreements. A group can contain any mix of item types, although it is wise to group them logically if many items are present.

The 'All' group is shown, but as you can see, no items or groups are present yet. Create a group by clicking on the ribbon's 'Create group' button.

Clicking the 'Create group' button shows you a dialog where you can enter the new group's name. Enter 'Private' for example.

Now you have a view with your newly created group, as a subgroup of the 'All' group. You cannot delete the 'All' group itself; that is always there.

Note that the new group is automatically selected: on the left-hand side you see 'Private' being highlighted, and on the right-hand side the title in the item list view it states the group and current date ('Private on 31-03-2009').

Now it's time to add some that you want to do. For that, click on the 'Add Todo' button in the menu ribbon, as shown below:

This shows the 'Todo' dialog, where you can enter what needs to be done, and fill in a priority. After typing it in, press OK.

Now your view shows 1 todo item in your 'Private' group:

Let's add another group. Suppose we want to add a 'Business' group at the top of the hierarchy. For this, click 'All' to select the top, then add a group as before and name it 'Business'. Also make a subgroup by clicking 'Add group' again and entering 'Newsletter'.

Now add a different type of item in this group; let's add a task. Click 'Add Action' and the following dialog appears:

Fill in a small task description, enter the estimated amount of work hours, select a start date plus a duration (in days) and click 'OK'. You should now have something that resembles this view:

Add a few more items. Then select 'All' again to view all stored items. Notice how the groups & subgroups are visually connected using colours that change with every level in the hierarchy.

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