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Relata User Manual

1. Figure 111 Login Settings Window To change your username click the Change Login field and type your new Relata username When you click Save you ll be asked to confirm the new name Microsoft Internet Explorer le 2 j You are about to change your information Click OK You will then need to log out of Relata and log back in with your new username To assign a new password click the New Password field and type the new password Confirm the password by typing it a second time in the Re Type Password field Click Save Microsoft Internet Explorer Release 1 2 113 Relata User Guide When you click OK your password is updated Again you will need to log out of Relata and log back in with your new password gt To change your username okONM Click the Settings Manager icon The Settings Manager window appears Click the Login Settings tab The Login Settings window appears Click the Login field and type your new username Click Save Click OK gt To change your login settings 1 2 3 4 5 6 Click the Settings Manager icon The Settings Manager window appears Click the Login Settings tab The Login Settings window appears Click the New Password field and type a new password Type the password a second time in the Re Type Password field Click Save Click OK Release 1 2 114 Relata User Guide Adding a New User To add a new Relata user to your account clic
2. In order for me to attain the Visions have outlined for each of my Focus Areas what needs to happen Specifically let s look at the example of generating new sales leads Well you might say In order to attain my Vision of having a steady flow of leads coming to me that are highly qualified l d need to have a great source of sales leads that have been screened to ensure they are actually interested in my products l d also have to make sure that the leads don t cost too much also don t want too many leads all at once in fact can only handle about 20 leads per week In Relata we call this your Outcome Think of Outcomes as goals or objectives So for your Focus Area called Generating New Leads you have now identified your desired Outcome 20 Great Low Cost Qualified Leads per Week This is what we call your top level Outcome for the Focus Area Generating New Leads The next step is to take this top level Outcome and make it more manageable It s sometimes easier to accomplish your desired Outcomes if you recognize that they can be sub divided into smaller components We do this by creating sub Outcomes So underneath 20 Great Low Cost Qualified Leads per Week you could add three sub Outcomes such as Have a Source of Great Leads and Have a Great Lead Screening Process and Get Approval from Boss Now we are at the point where the rubber meets the road You have defined so
3. Sage Copyright 2002 2005 Stratabase Relata Outlook is a trademark of Microsott Corporation Palm Desktop ts a trademark of Palm Inc Relata is a trademark of Stratabaze Components Address Book Contacte Date Book Calendar Memo Pad Notez Todo List T asks Backup Hestore Figure 125 The Resync Window Configuring Resync From the Resync window you can select which applications you would like to synchronize with To synchronize Palm Desktop and Relata select Palm Desktop and Relata To configure the Palm Desktop plug in simply double click it in the Resync window Select your Palm username from the drop down Likewise to configure the Microsoft Outlook plug in double click it and select your Outlook profile from the drop down menu Changes are saved automatically when you exit Resync You can also select which components to synchronize against The following table compares the various components Relata Module Name Palm Desktop Microsoft Outlook Contact Manager Address Book Contacts Activity Manager Calendar Items Date Book Calendar Note Manager Memo Pad Notes Activity Manager To do Items To do List Tasks Figure 126 Component Name Comparison Table Release 1 2 126 Relata User Guide Setting the Relata Preferences Double click the Relata plug in name in Resync You will be presented with the following window File Help Get more done in a day use Relata now Relata Preferences
4. e Mer e 2006 e gt Ses Hon Tes Wed The pri al 10230304 6 ib 11 ER 13 14 13 16 17 48 oh ci A a 236 E JE fF J0 Figure 6 Month view Release 1 2 18 Relata User Guide If you want to view all open activities click the Agenda tab All open activities default will appear in the Activity Manager window Using the drop down menus you can view closed items and much more personal open allitems Desoiption Sno Figure 7 Agenda view Release 1 2 19 Relata User Guide Changing Dates for Activities You can click a to do item s date in the activity list in the Agenda view to extend the due date A context menu will appear with a list of choices Today Tomorrow 2 Days From Mow 3 Days From Mow 1 Week From Mow Figure 8 Context menu If you want to change the to do item s date select either the Today Tomorrow 2 Days from Now 3 Days from Now or 1 Week from Now option gt To change the date for an activity 1 Click the Activity Manager icon Click the Agenda tab 2 Click an activity item and select the Today Tomorrow 2 Days from Now 3 Days from Now or 1 Week from Now option Release 1 2 20 Relata User Guide Viewing Regular or Hidden Activities Activities can be hidden from view in the Agenda tab To hide an activity from view simply click the hide checkbox To view hidden activities click the Show Hidden Activities button The Activity Manager windo
5. oooooooccncccccnacnconnnnconass 23 Viewing Activities for Today or This Week ooocoooccnonoccnononcnonononononononananononononononanononananananoss 23 Marking ant ACUVITY ES COMPE daa 23 AQUINO ACUVIES TO ROIA R n Na cee cca a een dea ley 25 EOIN ACUI CS 2 os 26 MANAGING OUR CONTACTS ca 2 Selec CONTACT GIOU DS iaa 27 Changing How Contact Names Appe a ccccccccccccssccccsscccssscccesseccesseccessecessseceeseecesseeceeseeeeeseeeeaes 27 VIEWING a CORTAGCT SINOMAN ainn a E T AAN AN 28 Adamo COMACIS 10 REA a A E ee 28 Copying a Contact s Information to the Windows CIIDDOArd ooocooocononcncconananononanaconanass 30 Duplicalinga a Gonta ENYA nes 30 Deleting a ContacEs INTO MATO e 30 MANAGING YOUR ACCOUNTS iron ada dr A e 31 VIEWING AN ACCOUNES IOMA id cias 31 Adang ANA a e a lel ai aneab esata lon dh a eata dhol ts 32 PV CICTING ANA CU tal 33 WORKING WITH THE OUTCOMES MANAGER ccccccsssssssseecccceeeesseeccccesseessseececeesauseseeceeeeesauueeeeeseesaauaneeeess 34 Working With Your OUTCOMES ccccccccccssscsessccsescccessesecsssecssseeesseecsseccesseccessecessseccesseceesseceesaeeeaes 34 Adding QUUCOINOS verear a y alla is 35 PIO GINO SUD OW CONVC Std 36 ETA PICU MNCS dd 37 WARING NCW ACUVUE dias 38 Marking Outcomes as Open or COMpIete oo occccocnccnonunccononanononanaconananononananonnnnnnonnnnnnccnannnnonnns 39 Viewing Editing and Deleting DUlCOMES cocoocococcnooncnoon
6. 2 3 4 Click the Settings Manager icon The Settings Manager window appears Click the Extra Fields tab The Extra Fields window appears Click Delete Extra Field adjacent to the field you want to delete The Delete Extra Field window appears Click OK Release 1 2 107 Relata User Guide Working with Teams of Users You can organize Relata users into teams A team may have one or more users To create a team click the Teams icon The Teams window appears HosA a AER ABAD asame mi D reata 8 16 31 AM on Mon Dec 13th 2004 Logged in as Foster customer Viewing reJJLykl Viewing personal settings x Extra Fields Teams a Add New Team users O O Unit One Delete User Name Access O Foster Read Only Delete This Team Add User To Team Relata Software Copyright Stratabase Al Rights Reserved a Figure 106 Teams Window The Teams window lists each team you have created and the users assigned to that team gt To manage your teams 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Teams tab The Teams window appears Release 1 2 108 Relata User Guide Adding a Team To create a team click Add New Team The Add New Team window appears wn 36 J Ea A A Q BH B D as at a glance show hide tutorial O Qd gt retata 8 19 55 AM on Mon Dec 13th 2004 Logged in as Foster customer Viewing reJJLyk Viewing per
7. 84 09 05 WA Figure 25 Link Activity Window Using the scroll bar identify the activity you want to link to this outcome or sub outcome by clicking the target activity The activity is now linked to the outcome or sub outcome gt To link an activity to an outcome or sub outcome 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the outcome you want to link an activity to and select Link Activity The Link Activity window appears 3 Click the activity you want to link to the selected outcome Release 1 2 37 Relata User Guide Linking New Activities You can link an outcome or sub outcome to a new activity To do so click the target outcome or sub outcome and select Link New Activity G Outcomes Open Outcomes Completed Outcomes All Outcomes ans E Pana Add Sub Outcome Link Activity Link New Actiwity Mark As Open Complete View Edt Delete Figure 26 Link New Activity Pop Up Menu The Link New Activity window appears 6 52 08 AM on Sat Jan 15th 2005 Logged in as davidfo customer Viewing personal outcomes Outcomes amp a Open Outcomes Completed Outcomes All Outcomes E General Repeat Notes Te Sie Description Date Outcome Make my workstati Type Calendar Item Untimed Calendar Item To Do ht Stratabase All hts Reserved Figure 27 Link New Activity Window Click the Description field and type a description for this activity Next
8. Create Folder Window Click the Folder Name field and type a name for this new folder and then click Add The folder appears in the folder list If you want to create a sub folder click the parent folder s name and then select Create Sub Folder The Create Sub Folder window appears Release 1 2 59 Relata User Guide HOSP A Pa S WHXLAE ZOD 3 m1 m0 etic unt O relata E a nel ASU ash ads once be Wiawing personal filas J BB i ee al Corporate Policy la Figure 54 Create Sub Folder Window The Folder Name field is automatically populated with the parent folder s name Click this field and type a name for the sub folder you want to create Click Add to create the sub folder gt To create a folder 1 Click the File Manager icon The File Manager window appears 2 Click the Files item and select Create Folder The Create Folder window appears 3 Click the Folder Name field and type a name for the folder 4 Click Add gt To create a sub folder 1 Click the File Manager icon The File Manager window appears 2 Click the parent folder s name and select Create Sub Folder The Create Sub folder window appears 3 Click the Folder Name field and type a name for the sub folder 4 Click Add Release 1 2 60 Relata User Guide Renaming Folders and Sub Folders You can change the name of a folder or sub folder in Relata To rename a folder click the folder s name and select Edit Delete Folder The R
9. Figure 75 Entering Project Details Projects can have one of several priorities Low Normal or Urgent A project s status can be set to the following Proposed In Planning In Progress On Hold or Complete Release 1 2 77 Relata User Guide Editing a Project To edit the details of an existing project click on the project s name and select Edit Delete from the context menu 03810 RE ONBERAEMO See e A 334123 PM on Fri Fab 24th 2006 Logged in asi avinash account manager Viezing personal prajects ae ix iia PIO Tuas east Sonia pasooo E INYA Normal ES E Figure 76 Editing an Existing Project Release 1 2 78 Relata User Guide Assigning Contacts to a Project or Task Multiple contacts can be assigned to a project or task Ensure that one or more contacts have been entered using the Contact Manager Click the checkbox beside a contact under Available Contacts to assign the contact to the project or task The list of assigned contacts will automatically update with the change HOSE ACP SE ONSTAGE AES 3154129 PM on Fri Fab 24th 2006 Logged in asi avinash account manager Oia _ ane Eak project Tana Lak arvar Fune aa Seve U ETT i 2006 02 24 ES Assigned Contacts H magnes rta pio E _doretara all Normal On Hold 5 Legal hipag Figure 77 Assigning Contacts to a Project or Task Contacts can be unassigned in the same manner
10. The status bar along the top of the Relata screen will update to indicate that you are viewing another User s data When you are finished viewing the User s data you may return to the User Manager whereupon you will be able either select another User s data to view Close the User Manager to access your own data Relata Software Copyright Stratabase Al Rights Reserved seal Figure 123 User Manager Window gt To manage the users associated with your Relata account e Click the User Manager icon The User Manager window appears e The User Manager can be minimized and you can access various Relata modules to view a user s data eg productivity statistics Release 1 2 124 Relata User Guide SYNCHRONIZING DATA You can synchronize your Relata information such as contacts with your Palm device or Windows PocketPC device To synchronize your data click the Data Synchronization icon na on the Main window The Synchronize window appears TA Qa Fa A Se a E 6 D lt gt at a glance show hide tutorial O 4 relata 9 49 39 AM on Tue Dec 14th 2004 Logged in as Foster customer X To synchronize your Palm handheld Palm Desktop Microsoft Outlook or Windows Address Book WAB data with Relata you must download and install Resync If you have already installed Resync please launch the program from your desktop in order to synchronize your data We recommend that you use
11. WORKING WITH THE FILE MANAGER Relata s File Manager lets you organize your documents Using File Manager you can create sub folders to organize related documents and you can upload and delete files as well as sub folders as required To manage your files click the File Manager icon E The File Manager window appears HOSP N PsE SABE SCE BOs Bda PM oe Fri Fab 24th 2006 Logged in mi ais account manage o pace Wa maga hembia prior 5 o relate Ey Figure 52 File Manager Window The folders and documents you have stored in Relata are shown on the left side of the File Manager window The right side of the File Manager window shows you the number of folders and sub folders you have created the number of files or documents you have stored in Relata and the amount of disk space used by those files gt Tomanage your files e Click the File Manager icon The File Manager window appears Release 1 2 58 Relata User Guide Creating Folders and Sub Folders You can create a folder or sub folder by clicking the Files item Next select the Create Folder item Create Sub Folder Create Document Edit Delete The Create Folder window appears MmOBGA P a SAMAGAERSBIE DB a nagan shewtide nnn D KD retata 1124116 PM on Wed How 9th 2005 Legged in as avinash account manager Viewing personal files ato o E Files Create New Folder Folder Name Corporate Policy a Figure 53
12. you can add them to your team even if they aren t associated with your Relata account To add a user click Add User To Team The Add User to Team window appears P G 30 di O oO Fa CE a Q H B D lt gt at a glance show hide tutorial OC a relata 8 17 47 AM on Mon Dec 13th 2004 Logged in as Foster customer Viewing reJJLykl Viewing personal settings X Groups Extra Fields Teams Login Settings Account Info Blocking i w Add New Team ser Delete User Name Access o Foster Read Oniy M Delete This Team Add User Please enter the user s Relata username Relata Software Copy right Stratabase All Rights Reserved lt SS Figure 109 Add User to Team Window Type the user s name in the field and click Add User The team is now updated to include this user gt To add a user to a team Click the Settings Manager icon The Settings Manager window appears Click the Teams tab The Teams window appears Click Add User To Team The Add User to Team window appears In the Add User field type the name of the user you want to add Click Add User ERAN Release 1 2 111 Relata User Guide Deleting Users from a Team If you want to remove a user from a team select the Delete check box next to the user s name The Delete User from Team Confirmation window appears Microsoft Internet Explorer YD Are you sure you want to delete this user from this team Cancel Figure 110 Dele
13. 1 2 94 Relata User Guide Viewing Logs You can see the logs you have created To see the logs click the Logs tab on the Statistics window The Logs window appears MOSBGAOCPma Ss of E A 4 82 193 magawe soise uc 5 do relata E 1201 21 PM on Wed How rath 2005 Logged in asi av Feci Fist SOOO LEE manager Viewing etstefreporte Log Preview This is another e Entry Date 2005 11 09 Last Modified 2005 11 09 rita ao paparahi ii ir A AA rr Figure 93 Logs Window The Logs window displays the log the date the log was created and the date it was last modified gt To view logs 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Logs tab The Logs window appears Release 1 2 95 Relata User Guide Viewing Documents You can see the documents you have created To see the documents click the Knowledge tab on the Statistics window The Knowledge window appears Hong ACP a Jamaa g magnes senti ns E retata 3120157 PM on Wed How Sth 2005 Logged im asi avirashi account manager Viewing state reporte Document Title Contract Agreement aa Entry Date 2005 11 09 Web Sate Cooker Briti Beads Copenh Hair AI Bag hie Beers Figure 94 Knowledge Documents Window The Knowledge window displays the document title and the date the document was created gt To view documents 1 Click the Stats and Reports icon The St
14. Hote view All cme See eee Figure 82 Add Note Window Each note may be up to 4 000 characters in length Type the note content in the field Next select the Focus Area you want to assign this note to optional The Focus Area means the note pertains to that specific topic such as Business Productivity In the Share With field select a team with whom you want to share this note optional When you have finished entering the information for this note click Post Note The new note is listed in the Notes Manager window gt Toaddanote 1 Click the Notes icon The Notes Manager window appears 2 Click New Note The Add Note window appears 3 Type the text for this note 4 Click the DOWN ARROW in the Focus Area field and select the Focus Area for this note optional In the Share With drop down select the team with whom you want to share this note optional 6 Click Post Note on Release 1 2 84 Relata User Guide Editing Notes You can edit a note in the Notes Manager To edit a note click Edit next to the note you want to change The Edit Note window appears HOag Gee 1470820 eee Oe bia Hi gn migi ee Eh J LAHA E A ARA RA PUE Were pg arios erie LX mE TAr more hice ma Es arime Facus Arma Produc Nlo r a Figure 83 Edit Note Window Make the changes to the note as required When you have finished editing the note click Post Changes gt To edita note 1 Click the Notes icon
15. Info tab The Account Information window appears 3 Click Account History The Account History window appears Release 1 2 118 Relata User Guide Blocking Users In Relata teams can share information You can prevent a team from sharing its information with you To do so click the Blocking tab on the Settings Manager window The Blocking window appears ae 36 A O ES fa MS Cy H E O lt gt at a glance show hide tutorial Drelata 8 33 08 AM on Mon Dec 13th 2004 Logged in as Foster customer Extra Fields Login Settings Account Info Blocking Block sharing from team Relata Software Copyright Stratabase All Rights Reserved pN Figure 117 Blocking Window If you want to block a team from sharing its information with you click the check box next to the team s name gt To block teams from sharing information with you 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Account Info tab The Account Information window appears 3 Click the Blocking tab The Blocking window appears 4 Select the check box next to the team s name you want to block Release 1 2 119 Relata User Guide SEARCHING RELATA FOR INFORMATION You can search for specific information in Relata To do so click the Search icon a The Search window appears PA Qa O Fa lt 0E h A 4 6 D lt a gt at a glance show hide tutorial O relata 8 38 28 AM on Fri De
16. Logged in asi avingsh aooo manager Wissing perconal nyter x Outcomes Note Content My vision for business productivity is to be part of a company that is efficient organized and haghly profitable Figure 36 View Note Window gt To view a note that is linked to a Focus Area 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the Focus Areas tab The Focus Areas window appears 3 Click the item and select View Note The note content appears in the left window Release 1 2 44 Relata User Guide Unlinking a Note You can unlink a note from a Focus Area To unlink the note click the note and select Unlink Note The Unlink Note Confirmation window appears Microsoft Internet Explorer 2 Are you sure you want to unlink this note from the focus area OK Cancel Figure 37 Unlink Note Confirmation Window Click OK to unlink the note gt To unlink a note from a Focus Area Click the Outcomes icon The Outcomes Manager window appears Click the Focus Areas tab The Focus Areas window appears Click the note and select Unlink Note The Unlink Note Confirmation window appears 4 Click OK w N Release 1 2 45 Relata User Guide WORKING WITH LOGS The Log Manager lets you record special notes or logs about topics You can create edit delete and share log entries and export your log entries to Microsoft Word To use the
17. Manager window appears Click the Email icon Type the information for the email Click Send BON Release 1 2 51 Relata User Guide WORKING WITH KNOWLEDGE MANAGEMENT Knowledge Management lets you create and manage documents To create and manage your documents click the Knowledge Management icon gt on the Main window The Knowledge Management window appears WoE 10 a 184 41808 91 8 36 39 AM on Tue Dec 14th 2004 Logged in as Foster customer Viewing re lsyYd8 Viewing personal documents ls 22 at a glance show hide tutorial 0 d relata Ex will i Human Resource H L Corporate Poli ojs Figure 44 Knowledge Management Window The Knowledge Management window displays a list of your documents arranged in folders and sub folders as well as the total number of folders and documents you have in Relata gt To manage your documents e Click the Knowledge Management icon The Knowledge Management window appears Release 1 2 52 Relata User Guide Creating Folders You can create a folder or sub folder in Knowledge Management To do so click the folder you want to create a sub folder in and select Create Folder Create Sub Folder Edit Delete The Create Folder window appears mMmOSBPCA PaSRUDAGRBeS a ace tiara O Aretes a o be Viewing personal files J 28 ES Create New Folder Folder Name Corporate Policy a Fig
18. The Delete File window appears 1149124 BM on Wed Nov Sth 2005 Logged in as avinash account manager Viewing personal files ax Delete EditorLetter doc Click the button belowe to permanently delete the file Figure 70 Delete File Window If you want to permanently delete this file from Relata click Delete File The file is deleted gt To delete a file 1 Click the File Manager icon The File Manager window appears 2 Click the file you want to delete and select Delete File The Delete File window appears 3 Click Delete File Release 1 2 73 Relata User Guide Viewing the Change Log for a File Each time you modify a file Relata records that change To view the Change Log for a file click the file and then select View ChangeLog The ChangeLog window appears HOGA a Jammas a magance showhide tutonal O EE reata 1150144 PM on Wed How sh 2005 Logged im asi vine e account manager Viewing personal files 28 ix Sna T G corporate Policy Viewing Changelog for EditorLetter doc Timestamp Modified By 2005 11 09 14 37 13 avinesihtest 2005 11 08 14 44 33 avineshtest fe Figure 71 ChangeLog Window The ChangeLog window displays the timestamp status and modified by information about the selected file Each time the file is edited renamed or deleted that change is recorded in the Change Log gt To view a file s Change Log 1 Click t
19. The Notes Manager window appears 2 Click Edit adjacent to the note you want to modify The Edit Note window appears 3 Change the information for the note 4 Click Post Changes Release 1 2 85 Relata User Guide Deleting Notes You can delete a note you no longer need to store in Relata To delete a note click Delete next to the note you want to remove You are asked to confirm the delete request Microsoft Internet Explorer P Are you sure you want to delete this note OK Cancel Figure 84 Confirm Delete Request Click OK to delete the specified note or Cancel to return to the Note Manager window gt To delete a note 1 Click the Notes icon The Notes Manager window appears 2 Click Delete adjacent to the note you want to delete The Confirm Delete Request window appears 3 Click OK Release 1 2 86 Relata User Guide GENERATING STATISTICS AND REPORTS You can view statistics and generate reports in Relata To do so click the Stats and Reports icon lon the Main window The Statistics window appears HOSP ETIES IAEA BA OY ies SS Dee RAS EM omn Tue How Mth 2005 Logged in as avingsh SCOOUNT Manager Viewing state ing ports X Figure 85 Statistics Window Using the Statistics window you can view statistics about yourself or other users if you are the Account Manager for your Relata account To view your personal statistics ensure t
20. When the file has been successfully uploaded to Relata click OK Release 1 2 63 Relata User Guide Microsoft Internet Explorer Figure 59 File Uploaded Successfully Window You ll see the uploaded file in the folder list gt To upload a file Click the File Manager icon The File Manager window appears Click the target folder and select Upload File The Upload File window appears Click Browse to find the file you want to upload Click the Notes field and type any comments about the file Select the Lock File check box if the file is to be locked In the Share With drop down select a team to share the file with optional Click Upload File The File Upload in Progress window appears Click OK Click OK OMNDOARWD Release 1 2 64 Relata User Guide Downloading Files You can download a file from Relata to your local computer To do so click the filename and select Download The Download File window appears nagana shosti tuted 4 relata MOSGA PaS EXQGEAZOS 1136114 PM on Wad Now 9th 2005 Logged in as avinash account manager Viewing personal flas FES lx ipo Policy Download File Sa Legal 1 EditorLetter d Click the button below to initiate the dovnload process Download File E Figure 60 Download File Window Click Download File The File Download window appears File Download Do you want to open or save this file Mame EditorLett
21. added this month 0 added this month added last month added last month added this year added this year 0 added last year 63 added last year 2 Mobe Statistics Log Statistics total notes 20 totallogs 21 addedtoday O added today 0 added past F days U added past 7 days O added this month D0 added this month U ra Figure 87 Summary Window The Summary window displays statistics about your contacts activities accounts outcomes logs documents files and notes gt To view a summary of user information 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Summary tab The Summary window appears Release 1 2 89 Relata User Guide Viewing Contacts You can view the contacts associated with your user account To view your contacts click the Contacts tab on the Statistics window The Contacts window appears HOBEA SOWA EBD sare ene O 12137142 PM on Tue How Sth 2005 Logged in ast avirash account manager Viewing state reporte X Contac ATIC Computers Related Account ATIC Computers Figure 88 Contacts Window You can click a contact s name to see his information and the accounts related to that user If any gt To view contacts 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Contacts tab The Contacts window appears 3 Click the contact s name Release 1 2 90 Relata User Guide Viewing Activities You
22. are experienced with Linux and other operating systems and will do our best to ensure the Relata installation does not disrupt any existing software that is installed To install Relata remotely on a Linux server we require that your system has secure shell SSH installed We do not perform remote installations over telnet We do not require a super user account but in the event we need to make changes to any system configuration files we will document them and allow you to perform the required operations Microsoft Windows installations require that Terminal Services are enabled We have deployed Relata on clean servers and also large scale servers hosting well over 140 domains Our installation rates are 60 USD per hour which is also the minimum fee We will quote you an installation fee based on your system configuration If the install takes longer than an hour we will bill you for additional time Most Linux installations can be performed in under a half hour You will be required to fax in a signed Relata Remote Installation Agreement before installation will commence Please do not e mail us your system configuration and passwords Release 1 2 130 Relata User Guide Payment Questions What types of payment do you accept Can you invoice us Currently we only accept Visa and MasterCard via our online payment system We are not able to accept a purchase order nor can we invoice you You may only place an order for Relata via our web
23. automate others mi manage schedules mi capture and centralize knowledge assets E acces knowledge and information rapidly ll evachronize your data with Palm and Outlook yi manage personal projects Release 1 2 11 Relata User Guide What Features Does Relata Offer Ocz gt 09 FO Outcomes Focus Areas manage personal and corporate goals with Outcomes Manager Reporting monitor and measure personal and workgroup productivity Calendar To Do List manage and share schedules and tasks with Activity Manager Files upload and share computer files with File Manager Documents manage and share web based documents through Knowledge Management Weblogs centralize notes and journal entries with Log Manager share with others Notes organize random notes and memos share with others Address Book centralize and share contacts with Contact Manager Accounts centralize and share accounts through Account Manager Group Email automate email communications to small groups with Group Email Manager Search locate personal information based on keyword Backup backup personal data to the PC Sync synchronize data with Palm Desktop or Microsoft Outlook Messaging communicate with other Relata users notify teams of changes quickly Project Management manage personal projects with ease integrated time tracker User Requirements To use Relata you must have the following hardware and software A computer using either
24. by clicking the checkbox beside each contact The contact will be added to the list of available contacts automatically Release 1 2 79 Relata User Guide Assigning Resources to a Project or Task Multiple resources can be assigned to a project or task Ensure that Equipment is selected in the Resource Type drop down menu Under New Resource specify the name of the resource and also the number of hours it is required Click Add to assign the resource to the project or task HOST OP a SRBRAGa BSD A E AAN 4 22 34 PM on Fri Fab 24th 3006 Logged in we arica account manager vimeing pariona projecte j ax ras TE ae Project Managem Edit Project Tune Linux Server Tune Linux Sercer z Tune Linux Server 2006 07 24 ES 2006 02 24 6000 00 00 MiA Mermal ontis w Figure 78 Assigning Resources to a Project or Task Resources can be deleted in the same manner by clicking the checkbox beside each resource Release 1 2 80 Relata User Guide Adding or Viewing a Task Log A task log can be added to a project or a task Task logs help determine how many hours were spent on an aspect of a project and also the contact involved Click on a project or task and select Add View Task Log from the context menu in the left pane To enter a new task log select the date using the pop up calendar enter the number of hours a short summary of the work that was done and o
25. can see a list of all your activities in Relata To view your activities click the Activities tab on the Statistics window The Activities window appears HOSGA Pa S MXLAE BEd a sais content YG ppretars 3114119 PM on Wad How th 2005 Logged in me Avira ias RCCOUNA manager TE satrfreporte ak User Info Other Users Viewing Avinesh Banga Display an consider readin enter my Guioom look away fron plan your day E store random 07 fou can share i Activity add birthdays and ot Activity Type ToDo Pane 1 Activity Date Urteed Beis a Capara iria A eg hin esr F a Figure 89 Activities Window For each activity the Activities window displays the activity s description type and date You can click the DOWN ARROW in the Display field to view all activities open activities or closed activities gt To view activities 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Activities tab The Activities window appears 3 Click the DOWN ARROW in the Display field to view all activities open activities or closed activities Release 1 2 91 Relata User Guide Viewing Accounts You can view accounts To do so click the Accounts tab on the Statistics window The Accounts window appears WMOBG ACP a 49008409 Hagan sho tee Du bead 0 Erea 3115134 PM on Wed Hos ath 2005 1 Logged in as 1 avira shi ACCOU
26. change you wii mot be able to reverse it All Account Manager privdeges will be assigned to Jon Smh If you wish to proceed with this change cick Continue and place a check mark m the box below If you want to cancel this change deck cancel Continue Cancel a a a EY El I have read and agree bo the above terms E Figure 114 Assign Account Manager Warning Window Click Continue to make this user your Account Manager or click Cancel to return to the Account Information window gt To designate a user as a Relata Account Manager 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Account Info tab The Account Information window appears 3 Click Assign As Account Manager Assign next to the user s name The Assign Account Manager Warning window appears 4 Click Continue Release 1 2 116 Relata User Guide Deleting Users from Your Account If you are the Account Manager for your Relata account you can delete a user from your Relata account To do so click Delete next to the user s name in the Account Information window The Delete User Account Confirmation window appears Microsoft Internet Explorer ain You are about to delete this user From Relata This will delete this user and all this user s data Are you sure you want to do this Cancel Figure 115 Delete User Account Confirmation Window Click OK to permanently delete this account All data associated with t
27. ics wiEd HD elele Figure 29 Add Sub Outcome Pop Up Window Click the Mark As Open Complete link Release 1 2 39 Relata User Guide Microsoft Internet Explorer A The outcome has been marked as complete OK Figure 30 Outcome Marked As Complete Microsoft Internet Explorer E A The outcome has been marked as open OK Figure 31 Outcome Marked As Open The outcome is marked as open or complete when you click OK gt To mark an outcome as open or complete 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the outcome you want to mark as open or complete and select Mark As Open Complete 3 Click OK Release 1 2 40 Relata User Guide Viewing Editing and Deleting Outcomes You can view edit and delete outcomes in the Outcomes Manager To do so click the outcome and select View Edit Delete The View Edit Delete Outcomes window appears ma GS 36 A O ma fa a S A E ty lt gt at a glance show hide tutorial Q relata 11 41 20 AM on Mon Dec 13th 2004 Logged in as Foster customer Xi Outcomes Open Outcomes Completed Outcomes All Outcomes Focus Areas me 3 Achieve 14 annual pro Edit Outcome Reduce cost of acquisition by 25 this L Reduce admin costs by year _ Reduce cost of acquisi C Get more accomplished Make my workstation mo Outcome Title Reduce cost of acquisition by 2 C Make time ever
28. original password as is gt To change a user s password Click the Settings Manager icon The Settings Manager window appears Click the Account Info tab The Account Information window appears In the Password Change field type the new password for this user Click Save The Password Change Confirmation window appears Click OK wee NS Release 1 2 115 Relata User Guide Designating a User as a Relata Account Manager A user in your account can be designated as the Relata Account Manager Account Managers can add and delete users from your account and access information relating to all users in your account To designate a user as the Relata Account Manager click Assign As Account Manager Assign next to the user s name The Assign Account Manager Warning window appears WONG AGP a 540410404109 e tl O PE 1107141 PM on Tue Nor Sth 2003 Logged in as avingsh 2000UNA manager Viewing personal pabtinge X Extra Fields Login Settings Account Info f Blocking WARNING You have requested to assign your Account Manager role to Jon Smith by doing this you will no longer have the Account Manager privileges The person to whom you assign the role of Account Manager will become the person responsible for the account and will have the ability to add new users a delete existing users i r l obkain access to information relating to all users associated with this account Please Mote Orce you have made this
29. select a date for the activity and type of activity to create When you have finished entering the information for this activity click Add Activity Relata updates the list of Outcomes and activities Release 1 2 38 Relata User Guide PA G5 346 A O E fa lt A E B lt gt lt gt ata glance show hide tutorial 0 4D relata 6 42 54 PM on Thu Jan 13th 2005 Logged in as davidfo customer Outcomes a E Foces Areas ES cy Outcomes Open Outcomes Completed Outcomes All Outcomes m4 De i Total Outcomes Sub Outcomes 10 Total Linked Activities 8 Display All Linked Activities Make time every day to Figure 28 Outcomes Window gt To link an outcome or sub outcome to a new activity 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the target outcome or sub outcome and select Link New Activity The Link New Activity window appears 3 Click the Description field and type a description for this activity 4 Select a date for the activity 5 Inthe Type field select the type for this activity Finish entering the information for this activity 6 Click Add Activity Marking Outcomes as Open or Complete You can specify an outcome as being open or complete To do so click the outcome to see the Add Sub Outcome context menu 4 Jutcomes ea Outcomes foes Outcomes All Outcomes Add Sub Outcome Link Activity New Y
30. you want to view click the DOWN ARROW in the All Contacts field The Contact Manager will display that group of contacts gt To view a subset of contacts 1 Click the Contact Manager icon The Contact Manager window appears 2 Click the DOWN ARROW in the All Contacts field and select a group Changing How Contact Names Appear By default Relata displays the contact list by Last Name First Name Company Name and Email address If you click the DOWN ARROW in the Last First Company Email field you can have Relata display the names by Company Name Last Name First Name Email or by Email Last Name First Name Company Name order Release 1 2 27 Relata User Guide gt To select the information shown for each contact 1 Click the Contact Manager icon The Contact Manager window appears 2 Click the DOWN ARROW in the Last First Company Email field and select the option you want Viewing a Contact s Information When the Contact Manager window appears the first contact s information appears You can view information about a different contact by clicking a name gt To view a contact s information 1 Click the Contact Manager icon The Contact Manager window appears 2 Click the contact s name The information about that contact appears in the window Adding Contacts to Relata You can add acontact to Relata To add a contact click Add The Add Contact window appears T F E a J i Y De t
31. 3 This smother example of a typical log entry The great thing sbout logs is thet they are a queck and somple way to beep track of what pou do ma day olus You Sah share tharmi with other Relata users Tou oan use thari to publish mformaton which youd like wher Relata users to hoe OF beep thari Driv abe Ec Delete Figure 39 Add Log Window You can type the text for this log in the window The Log Editor has a formatting toolbar it lets you use bold italics and so on to format your log If you want to share this log with one of your Relata teams select the Share With drop down When you are ready to create the log click Post Log gt To create a log oe at E Click the Log Manager icon The Log Manager window appears Click Add New Log The Add Log window appears Type the text for the log In the Share With field select the team this log will be shared with optional Click Post Log Release 1 2 47 Editing Logs Relata User Guide You can change the content of a log in Relata To edit a log click Edit The Edit Log window appears an i a A im O ra Me ire C AA m a J gt a a IA amp O PrE G z 2108114 PM on Wed How 9h 2005 Logged in asi avingghio AOCOUNA marigi Viewing personal loge o Y ih A BE J U FEJ Es This Ing Can be shared ath other Relata users When we na lo nga nied thes log we Can delete it Share With optiona ha Post Changes View All Figure 40 Edit Log Window U
32. Click the Outcomes icon The Outcomes Manager window appears 2 Click the outcome you want to add the sub outcome to and select Add Sub Outcome The Add Sub Outcome window appears 3 Click the Outcome Title window and type a name for the sub outcome 4 Click the DOWN ARROW in the Focus Area field and select a focus area 5 Click Add Release 1 2 36 Relata User Guide Linking Activities You can link an activity to an outcome or sub outcome To do so click the outcome or sub outcome you want to link an activity to The Add Sub Outcome Pop Up window appears c Outcomes Open Outcomes Completed Outcomes All Outcomes L Achieve 14 annual pro Add Sub Outcome Link Activity Link New Avctrity Mark As Open Complete Wiew Edt Delete Figure 24 Add Sub Outcome Pop Up Window Click the Link New Activity link The Link Activity window appears TEA E RS TIT aE Oe ETT aa As ee eee HOSP IGS a EERTE CENCE come sates ur 12157124 PM on Wed Hoy Sth 2005 Logged in asi avinesh account manager Wiaeing personal sutcomer Xx Outcomes Focus Areas x g Open Outcomes Completed Cubooress All Outcomes E Click activity to link to Reduce cost of acquis 11 10 05 WA lock hway fresa che computer 21 11 05 MIA Phere random er Ieper Bs 12 09 03 l yay gan phare hemp behar 1207 03 l E O plan cur dwy fr man prod
33. E AOD Sa e m 12122641 AM on Wed Mov Sth 2005 Logged in asi avinesh account manager Bafresh Data Last login for avineshb Mov 16 57 23 PST 2005 Focus Artas Past Due To Do Items nrod Ho pastedus Gated to do tems Tae Ee ne Be ml consider reading the Relata Messages Today s To Do Items Mo iid Mesages Ne feeds temis for today Figure 2 Main Window gt To log on to Relata Execute nternet Explorer or Firefox Type the URL for Relata and press ENTER The Login window appears Click the Login field and type your Relata username Click the Password field and type your password Click Login wa oN Understanding the Main Window When Relata is executed its Main window displays the current date and time and who you are logged on as Relata Account Managers are denoted with account manager after their Relata username Below this information Relata displays today s Calendar items To Do items Past Due To Do items and unread Messages from other Relata users Finally Relata displays the Focus Areas and Outcomes charts If the above information is not visible click the at a glance icon in the Relata toolbar Refreshing At a Glance View Data is updated on the Relata server periodically You can force the system to refresh data on the At a Glance view by clicking Refresh Data on the Main
34. E E 3 hos his E Tea D d relata After you have edited your log click Post Changes The new information for this log is saved gt Toedita log 1 Click the Log Manager icon The Log Manager window appears 2 Click Edit The Edit Log window appears 3 Edit the log entry 4 Click Post Changes Release 1 2 48 Relata User Guide Deleting Logs To remove a log click Delete The Delete Confirmation window appears Microsoft Internet Explorer 2 Are you sure you want to delete this log x Figure 41 Delete Confirmation Window Click OK to permanently delete this log or click Cancel to return to the Log Manager gt To delete a log 1 Click the Log Manager icon The Log Manager window appears 2 Click Delete The Delete Confirmation window appears 3 Click OK Release 1 2 49 Relata User Guide Exporting Logs to Microsoft Word You can export your logs from Relata to Microsoft Word To do so click Export Logs to Word The File Download window appears File Download Eg Do you want to open or save this file ce Name Foster 1 2004 12 09 logs doc Type Microsoft Word Document 792 bytes From www relata com Open Save While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the risk Figure 42 File Download Window Click Save The Save As window appears You
35. Log Manager click the Log Manager icon Es The Log Manager window appears mO2S A PSE gma 018139 lt gt 10 12 54 AM on Thu Dec 9th 2004 2 dy HA at a glance show hide tutorial 0 relata Logged in as Foster customer Xi A Export Logs to Word Add New Log Posted 2004 12 04 13 25 03 EST This is another example of a typical log entry The great thing about logs is that they are a quick and simple way to keep track of what you do in a day plus you can share them with other Relata users You can use them to publish information which you d like other Relata users to see or keep them private Posted 2004 12 04 13 25 03 EST My Relata account was opened today If I need any assistance I can contact the folks at Relata 1 TH Entro r Baines nm Crta har All Dinhkte One nina _ Figure 38 Log Manager Window The Log Manager displays your most recent logs gt To manage your logs e Click the Log Manager icon The Log Manager window appears Release 1 2 Relata User Guide Creating Logs To create a log click Add New Log The Add Log window appears T cs i A J i Pa i L chandal hiia e G ig fi Ga 4 a 1 Es H T Aa glare shosti s tutora Jo relata 2107119 PM on Wed How 94h 2005 Logged in as avireshi p BOCOUNA Manager Vigwing perrera lage o Y Xx i F Br U EEJ j tit we Share With optiona ha PostLog View All Posted 2005 11 09 13 22 0
36. Manager icon The File Manager window appears Click the file you want to check out and select Check Out The Check Out File window appears Click Download File The File Download window appears Click Save The Save As window appears Click Save Click Check Out File Click OK To check a file in to Relata 1 2 Click the file you want to check in and select Check n Update The Check In Update Click the File Manager icon The File Manager window appears File window appears Click Browse to find the file Click the Notes field and type any comments about the file Select the Lock File check box if the file is to be locked In the Share With field select the groups that will share this file Click Check In File The File Upload in Progress window appears Click OK Click OK Release 1 2 70 Relata User Guide Editing a File s Attributes You can change the attributes about a file To change a file s attributes click the file and select Edit Attributes The Edit Attributes window appears HOGA ajusa aao 1145141 PA on Wed How 3th 2005 Legged in s Aia account Manager Wiawing personal files Xx lx magna shosti tutora Larelara Figure 68 Edit Attributes Window Edit the Notes Lock File and Share With fields as required When you click Update File the file s new attributes are saved gt To edit a file s attributes 1 Click the File Manager icon The Fi
37. Microsoft Outlook pana if gt Palm Desktop lt Login avinesh Password MIMI Create Relata dat Test Connection Ca Relata Create Desktop Shortcut Components Note Synchronizing your data with Relata for the first Address Book Lontacts time may take several minutes Successive data Date Book Calendar sunchronization will be much faster Before changing Memo Pad Notes your login name please remember to backup your ado tras existing Relata data first Synchronize Backup Hestore Figure 127 Relata Preferences Window Put your mouse cursor in the Login field and type in your Relata username Next place the mouse cursor in Password field and type in your Relata password Your Relata administrator should have supplied you with a file called Relata dat which is to be stored in the Resync plugins folder If you are the sole user of Relata then you can click Create Relata datto create the Relata dat file for you See the Relata Administrator s Guide for detailed instructions on creating Relata dat Once the Relata configuration file has been correctly installed or created you can click Test Connection to test the connection between your computer and the Relata server lf the connection between your computer and the Relata server is working correctly you will be presented with the following window LD Connected to Relata database successfully Figure 128 Rela
38. Microsoft Windows 98 Windows ME or Microsoft Windows NT 4 0 with Service Pack 3 or later Windows 2000 or Windows XP Microsoft Internet Explorer version 6 0 SP1 or later Firefox 1 0 or later is also supported A continuous Internet connection while using Relata Palm Desktop or Microsoft Outlook for data synchronization optional Release 1 2 12 Relata User Guide Creating Links for Easy Access to the Relata Application Since you will be connecting to the Relata application through a service provider or your organization one or more times a day it is advantageous to create a link in Internet Explorer s IE Links Bar to the system To add the Relata application s web page to IE s Links Bar when on the page drag the icon for the system from the Address Bar to the Links Bar If the links displayed on the Links Bar are not organized drag each individual link to a new position on the Links Bar This helps keep the links on the Links Bar organized and readily available You can create a shortcut on your desktop to the Relata application To create a shortcut right click your desktop and select New Shortcut The Create Shortcut window appears Type the URL to the Relata application and click Next Finally tyoe a name for your shortcut such as Relata and click Finish The shortcut appears on your desktop Alternatively create a desktop shortcut by dragging a link from the IE window if it is NOT maximized to the desktop or to a folde
39. NA manager Viewing state reparts 1X User Info Wenang Amesh Banger summary Contacts Activities Accounts outcomes Logs Knowledge Files Hotes Productivity Account Fedex Corporation United Parcel S Related Contacts FedEx Copcraton ponia fone Donoga brida del giir is mrad Figure 90 Accounts Window For each account the Accounts window display the account s name and related contacts You can click the DOWN ARROW in the Related Contacts field to see which contacts are associated with the account gt To view accounts 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Accounts tab The Accounts window appears 3 Click the DOWN ARROW in the Related Contacts field to see the contacts associated with the account Release 1 2 92 Relata User Guide Viewing Outcomes You can see the outcomes you have created To see the outcomes click the Outcomes tab on the Statistics window The Outcomes window appears HOSS ACP a SADAQE BO DS mage shoei noaa O Ebra 3117154 PM on Wed Now 9h 2005 Logged in asi avinggh bopunt manager P Frka X Outcomes all Bi O Focus Areas Achieve 14 annual p Achieve 14 ann Related Activities Ho Activities Do strength tra RESA E Find a mare eff Focus Area Business Productivity Get more accomp Identify my top Date Created 2005 11 09 Make my w
40. Palm device Release 1 2 28 Relata User Guide HwOIG ACP a SADLAEBS essen eins O Deiat 11 59 19 AM on Thu Wou loth 2005 Logged in azi avireash acount manager Vissing personal contacts a Lal 28 AM Contacts 0 Palm Fields Extra Fields Lark First per Email Custom 1 Carrington John Custom 2 Add Contact FedEx Corporation Hamburg Mark Custom 3 United Parcel Se Custom de Palm Category 5 Figure 15 Add Contact Palm Fields Window You can click the Extra Fields tab to type data in any extra fields you have previously defined in the Settings Manager When you have finished entering the information for this new contact click Add Contact The contact s name appears in the listing of contacts on the left gt To add a contact 1 Click the Contact Manager icon The Contact Manager window appears 2 Click Add The Add Contact window appears Click the DOWN ARROW in the Prefix field and select the contact s prefix optional Click the First Name field and type the contact s first name optional Click the Middle field and type the contact s middle name if any optional Click the Last Name field and type the contact s surname optional Click the Title field and type the contact s title if any optional Click the Company field and type the contact s company name optional In the Address field select the type for this contact business o
41. Relata User Guide ersion 1 2 Relata User Guide Copyright Notice Relata User Guide Copyright 2005 2006 Stratabase All rights reserved Stratabase has copyright ownership of the Relata application and other software related materials This manual may not in whole or in part be copied photocopied reproduced translated or reduced to any electronic medium or machine readable form without prior consent in writing from Stratabase All Stratabase software is licensed in accordance with the terms and conditions of the purchase lease or license agreement by which this software product was acquired No ownership of Stratabase software products is transferable Law prohibits the use of this software beyond the terms of one or more of the aforementioned agreements without the written consent of Stratabase Microsoft Windows Outlook and Internet Explorer are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Palm Desktop and Palm are either registered trademarks or trademarks of Palm Inc in the United States and or other countries Relata and Resync are registered trademarks of Stratabase Release 1 2 2 Relata User Guide Table of Contents INTRODUCING RELA TA tt oo le teo os delas 6 HOW TO GE MOTO DONC ias Ia 7 What are Your Desired Outcomes ooococococinicocanounnonoancononanononnnonannonnnnnonnnnnononnnonnnnncnonn non nn nonannnona nano 8 What Can Rel
42. Reports icon The Statistics window appears 2 Click the Notes tab The Notes window appears Release 1 2000 98 Relata User Guide Viewing Projects You can see the projects you have created To see the projects click the Projects tab on the Statistics window The Projects window appears HOSP ACPESHNSEAGAERAOS Are eel EA Mod all Build Project H Project Task Name Build Project Manage Status Proposed Start Date 2006 02 23 Planned Completion Date 2006 02 04 Saila efi Cindy Sg Vir la ii dl ge Bad a ra a Figure 97 Projects Window The Projects window displays the project or task name the status the date it was supposed to start and the date it was supposed to be completed gt To view projects 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Projects tab The Projects window appears Release 1 2 99 Relata User Guide Viewing Productivity You can view your productivity statistics To do so click the Productivity tab on the Statistics window The Productivity window appears O a A a a c a ms Q a 7 i gt ma arene shoehi n tubosal O Ebre 2174141 PM on Wad How 9th 2005 Logged in asi avingsh AOCOUNA menage Viewing etatereparte Choose a Month November me Epon Productivity to Word November 2005 Login Tirra Wad Hou 9 12 22 49 PST 2005 Ho data wad bedded or adiad divi
43. Resync 1 7 14 or better with Relata since it contains a number of critical updates for use with Relata com If you would like to download and install Resync click here For technical inquiries please read the help file accompanying Resync click the Help menu You many also find the answer to your question by browsing our Resync support forums Should you have further questions after reading the help file and online support forums please contact us by clicking on the Online Support icon in the top navigation area of Relata Figure 124 Synchronize Window As explained in this window you will first need to install the Resync Relata Edition application to your PC Then execute the Resync Relata Edition application when you are ready to synchronize your data System Requirements Resync requires the following in order to execute Microsoft Windows 98 ME NT 2000 XP or Vista Palm Desktop 4 01 or 4 1 4 1 4 is not supported or Microsoft Outlook 2000 2003 Pentium ll 400 MHz or better 16 MB of RAM minimum 16 MB of free hard disk space Release 1 2 125 Relata User Guide Launching Resync Launch the Resync application by double clicking the Resync icon on your desktop Resync will open In a few moments you will be presented with the Resync window Resync uses two way data synchronization File Help Get more done in a day use Relata now Microsoft Outlook ea Resyne 1 7 19 Relata Edition
44. The Rename Folder window appears 3 Click Delete Release 1 2 62 Relata User Guide Uploading Files You can upload or store files in Relata To upload a file click the folder you want to add the file to and select Upload File The Upload File window appears MmOBGA CPa 5 TEEI EE AZ ma dans showbicernnona 0 K relata 1133114 PM on Wed How Fih 2005 Logged in zi Avira aaoun manager Viewing personal filer 23 E Al Corporate Policy Upload File s 10 MB maximum per file Upload E File s Legal MZ File to upload 1 Bv Lock file Notes a Share With fear Upload File s _ File s ja Figure 57 Upload Files Window Click Browse to locate the file on your local computer s hard disk Next click the Notes field and type any comments about this file You can upload up to ten files at a time If you want to lock the file select the Lock File check box When you lock a file that file cannot be modified by other Relata users until it is unlocked If you want other Relata users to be able to access this file select an appropriate team from the Share With drop down Click Upload File The File Upload in Progress window appears Click OK to begin uploading the file Microsoft Internet Explorer A File upload in progress This may take several minutes depending on your connection and network congestion Figure 58 File Upload in Progress Window
45. To view activities that have been shared with you 1 Click the Activity Manager icon The Activity Manager window appears EE 2 Click the Show Shared Entries icon E Viewing Activities by All Personal or Team In the Agenda tab you can view the activities in the Activity Manager window by All Personal or team name providing you have created a team using the Settings Manager To do so click the DOWN ARROW in the Personal field and select one Only those matching activities will appear in the window personal open allitems se Figure 10 Selecting Activities to View gt To view all activities personal activities or activities you have shared with any teams you have defined 1 Click the Activity Manager icon Click the Agenda tab 2 Click the DOWN ARROW in the Personal field and select All Personal or Team Viewing Activities by Status You can see a list of activities according to their status An activity may be open or closed To see activities based on their status click the DOWN ARROW in the Open field and select Open Closed or All gt To view open or closed activities 1 Click the Activity Manager icon Click the Agenda tab 2 Click the DOWN ARROW in the Open field and select Open Closed or All Release 1 2 20 Relata User Guide Viewing Activities by All Items To Do Items and Calendar Items Relata allows you to see all activities by default You can however see only those it
46. a Fields To add an extra field click Add New Extra Field The Add Extra Field window appears PA 36 A O Fa fa A A 4 B 1D lt gt at a glance show hide tutorial 10 QD relata 9 46 27 AM on Thu Jan 6th 2005 Logged in as DavidFo customer Viewing personal settings Extra Fields Login Settings Account Info Blocking Add New Extra Field Delete Extra Field Relata Software Copyright Stratabase All Rights Reserved lt R Figure 104 Add Extra Field Window You can name the field anything you want Click the Add Extra Field Name field and type a name for the field When you have finished typing the name click Add Extra Field gt To add extra fields Click the Settings Manager icon The Settings Manager window appears Click the Extra Fields tab The Extra Fields window appears Click Add New Extra Field The Add Extra Field window appears Inthe Add Extra Field Name field type a name for the field Click Add Extra Field O On Release 1 2 106 Relata User Guide Deleting Extra Fields If you previously created an extra field and no longer need that field click Delete Extra Field next to the field you want to remove The Delete Extra Field Confirmation window appears Microsoft Internet Explorer Figure 105 Delete Extra Field Confirmation Window Click OK to delete the field The extra field is immediately removed from Relata gt To delete extra fields 1
47. a title for the new outcome and optionally select a focus area from the dropdown list When you have finished entering the information click Add The outcome appears in the right window gt To add an outcome 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the Outcome link The Add Outcome window appears 3 Click the Outcome Title field and type a name for this outcome 4 Click the DOWN ARROW in the Focus Area field and optionally select a focus area for this outcome 5 Click Add Release 1 2 35 Relata User Guide Adding Sub Outcomes You can add a sub outcome to an outcome in Relata To do so click the outcome you want to add the sub outcome to The Add Sub Outcome Pop Up window appears i Ou pe Achieve 14 annual pro Add Sub Outcome Figure 22 Add Sub Outcome Pop Up Window Click the Add Sub Outcome link The Add Sub Outcome window appears P G5 36 A O Fa fa MS UA H B O lt gt at a glance show hide tutorial a relata 11 49 40 AM on Mon Dec 13th 2004 Logged in as Foster customer x Outcomes Focus Areas Outcome Title Focus Area Figure 23 Add Sub Outcome Window Click the Outcome Title field and type a title for this sub outcome Next click the DOWN ARROW in the Focus Area field and select a focus area Finally click Add to create the sub outcome gt To add a sub outcome to an outcome 1
48. allows you to manage personal projects and track time spent on tasks To create edit delete or share a project or a task click the Project Management conk The Project Management window appears HOSG1 Pa SUSU A UAO ee 3106107 PM on Fei Fak 24th 2006 Logged in ar mimesi account manager Viewing parscaal projects IS mix E Figure 73 Project Management Window The Project Management window displays a list of projects and tasks in a tree like structure and also projects by status in the right hand pane Overdue projects are marked with the due date in red gt To manage your projects e Click the Project Management icon The Project Management window appears Release 1 2 76 Relata User Guide Creating a New Project To create a new project click on the Project hyperlink From the context menu click New Project Figure 74 New Project Context Menu A project must have the following as the minimum project name start date and the planned completion date Once the project has been entered it can be edited to assign contacts and resources Tasks can also be scheduled in the Activity Manager 05 10P a SYS RACE ZODS lt Y mag etico O A retata 2037103 PM on Fri Feb 24th 2006 Logged in ami sises account manager Viewing personal projecte A MX Sonia al Build Project Managem
49. anonncnnonanonncnonnnon nono nono nnnon nano nnncnnnnnnos 4 WOKING WIU YOU FOCUS AO Ei lios 43 VICWING LINKE IN OS iras 44 ONMEDA NO A ada cia 45 WORKING WITALOG Sia A ais 46 8111 5104 59 0 E ARO PUN A De ee 47 JARA A O A A ete ere 48 NA A A E E AEN 49 Exporting Logs to Microsoft WVOTd ooocccoooccccooocncononanccnnannnonananncononnnconnnnnccnnnnnncnnnn nn cnn nn nnnnnnnos 50 Release 1 2 3 Relata User Guide USING THE GROUP EMAITIO MANAGER alii laos 31 Senalng ai EMall 10 a Coma siii da 51 WORKING WITH KNOWLEDGE MANAGEMENT cscseessseeesseecesseceesseccesseccesseceesseceeseecesseecseseecesseesesseeeesaees 52 Orea nO Srila 53 Renaming and Deleting FO dEFS oooococoocononoouonaninannnonananonononnnonnnnncnnnonnnnnannncnnnnnccnnnnos 54 Creating DOCUMEN Ss idea 55 Editing and Deleting DOCUMENTS ooccccoconnncnonnnonaoannonanannnononancnnan ancora nnnnnnnnnnnnnnnnnnnnnnnnnnnonnnnnnnnnss S6 Viewing a Documents Change LOG ccccccesscccesscceseceesseecesseeeesseccesseccesseceesseceesseceesseceesseeeeseeeeaes 57 WORKING WITH THE FILE MANAGER ccsscccesssceesseccesseecesseccesseceesseccesseceeseeceeseeceeseeceeseeceeseeceseecesseecesaees 58 Creating Folders and Sub FoldersS isisisi iadaa ii 59 Renaming Folders and Sub Foldefs lt a 6 Deleting Folders and SuUD FOIGGIS sin is 62 CIO TCS aba 63 BDO VOD NAG Me Sa 65 Checking In Files and Checking Out Files o ooooooconconoconanac
50. ata Help You DO ccccccccccccccccsscccessccsessccssescesseecesseecssseecessescesseeesseccesseceesseceeeeeeeaes 11 What Features Does Relata Offer ooooocococccccuuccnonanononanononanononanonananonanononan aran nn non nn non nnnononnncnnss 12 o A 12 Creating Links for Easy Access to the Relata Applicati0N ooooooononoccnonancnonanononanonananonnnos 13 EXECUTING AND LOGGING ON TO RELATA osiin inanir ENRE e NST aR 14 Understanding the Main WINOW cccccccccccsscccsessscccssssecesessesesesseeecesseeecesseeeesesaeeceesseeeeeeseeseeeaaeees 15 Refreshing At a Glance ViICW ccccccccscccceesscccssssceceesssecesssecccesseeceesseeccessseccesseeccesseeccessseceestseeeeesaes 15 PEFSONAlANG Shared VIEWS nina ddr 15 USING THE ACTIV LEY MANAGER dino oir rinitis 16 Planning Your Time with the Activity Manager ocoooooccnnnoocccononnnccanannconononcnnnnnnncnnnn nn con nn ncnnn nooo 16 BIC IVICA OD aaa 17 JSO ACU VOWS 36s is wt lhe Nana A ias 18 CHANGING Dales TO FACIES e 20 Viewing Regular or Hidden Activities o oooooooooconononononononononononanonononononononononananonanananananoss 21 Viewing Your Activities Personal Or Shared oocooocccooconooccnnonanonncnorncnonnnnonnnononcnonnnnonnnconnncnnos 22 Viewing Activities by All Personal OF TealM oocioninncicncoinia nn 22 VIEWINg ACTIVITIES DV SIUS oi EE da 22 Viewing Activities by All Items To Do Items and Calendar ltems
51. atistics window appears 2 Click the Knowledge tab The Knowledge window appears Release 1 2 96 Relata User Guide Viewing Files You can see the files you have uploaded To see the files click the Files tab on the Statistics window The Files window appears Taree be PM on Wed Hoy 9th 2005 Logged im as Avira ACCOUNT Manager Viewing Ftatnireparte lx Filename EditorLetter doc Uploaded om 2005 11 09 Last Modified ma fa Figure 95 Files Window The Files window displays the filename the date the file was uploaded and the date the file was last modified gt To view files 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Files tab The Files window appears Release 1 2 97 Relata User Guide Viewing Notes You can see the notes you have created To see the notes click the Notes tab on the Statistics window The Notes window appears 212315 PM on Wed How 3th 2005 Logged in asi avine sh BOOM manager Viewing etste reporte a Note Preview Good productivity re die sion far 4 e acy Entry Date 2005 11 09 My vision for E My vision for Du Last Modified 2005 11 09 Some good ergon Useful health F A Dope he Aaah AE bgaa Mere Figure 96 Notes Window The Notes window displays a preview of the note the date it was created and the date it was modified gt To view notes 1 Click the Stats and
52. c 10th 2004 Logged in as Foster customer X Search for Search within Accouris_ Adivies Coraci Documents Logs Notes Outcomes IQ Figure 118 Search Window When searching for information in Relata you type the word or phrase you want to find in the Search For field You can separate multiple keywords by using a space for example you can search for productivity or just business productivity for a more concise search Quotes in keywords are not supported Then click the category you want to search within for example Contacts The Search Results window displays the matching entries with the keyword s highlighted Release 1 2 120 Relata User Guide T Qa A OO a A QA i a poleg at a glance showhide tutorial 0 D relata 18 40 34 AM on Fri Dec 10th 2004 Logged in as Foster customer Search for Search within Accounts Activities Contacts Documents Logs Notes Outcomes Returning 2 results containing productivity in Notes Entry Date 2004 12 04 Note My vision for business productivity is to be part of a company that is efficient organized and highly profitable Entry Date 2004 12 04 Note Good productivity resources at www davidco com Search took 0 003 seconds Figure 119 Search Results Window gt To search Relata for information 1 Click the Search icon The Search window appears 2 In the Search for field type the
53. can change the name of the file if desired or just click Save to export the file to Microsoft Word You can then open this file using Microsoft Word gt To export logs to Microsoft Word 1 Click the Log Manager icon The Log Manager window appears 2 Click Export Logs to Word The File Download window appears 3 Click Save The Save As window appears 4 Click Save Release 1 2 50 Relata User Guide USING THE GROUP EMAIL MANAGER You can manage your group emails To do so click the Group Email Manager icon on the Relata toolbar The Group Email Manager window appears HOBGA Pa SHAQEB Do 23 ms ster 5 Dreta 11 32 39 AM on Fri Dec 17th 2004 Logged in as Foster customer Viewing personal groups 22 x Contacts With Email Figure 43 Group Email Manager Window For each group the window displays the group s name description and the number of contacts in that group that have an email address specified gt To manage group emails e Click the Group Email Manager icon The Group Email Manager window appears Sending an Email to a Contact You can send an email to a contact within a group To send an email click the Email icon A new window appears in your default mail application Microsoft Outlook Outlook Express Eudora and so on You can write the email information and click Send to send the email gt To send an email to a contact Click the Group Email Manager icon The Group Email
54. do entry form in the Agenda view To add an untimed calendar item Click the diamond shape to the left of the current date Likewise to add a dated to do item click the shooting star image to the right of the current date Release 1 2 25 Relata User Guide Editing Activities To edit an activity simply double click on it You will be presented with the Edit Activity window EA FA Outcome Share With optional Type Calendar Item C Untimed Calendar Item CT gt To Do Delete Aciviy Start time E 00 am at ne End time q 00 am Palm Alarm 1 minutes C Set Figure 12 Edit Activity window Made any required changes to the activity and then click outside of the field The changes will be saved automatically In the Type field select the type of activity You can specify an activity as a calendar item an untimed calendar item or as a to do item For Calendar items you can specify the start and end time You can also specify whether the alarm will sound on a Palm device if you click Palm Alarm Set If this is a To Do item you can set its Priority level from 1 through 5 1 is the highest priority In the Note field type any notes you would like for this activity While typing the note you can quickly insert the current date and time by clicking the Timer icon a To have this activity repeated click the Repeat tab The Repeat window appears Only calendar items can be
55. e ol theo ate f Ti A HOI FOP a SATLAE S cases enna O prelate 11155117 AM on Thu How 10th 2005 Logged im as avinegsh o ACCOUNA mene ger Viewing personal contacte J E 2 Ra sa AN Contacts Main Palm Fields Extra Fields Lark First Esper Email Prefix has Carrington John AN Add Contact FedEx Corporation First Name Middle Hamburg Mark Last Mamo United Parcel Se Title Notes amp Company _ Address pusiness Personal Street City State japm Country 4000 more characters may ba entered Web site hipy Mpa Share With EDA E optional e fe o C Home C Fee ae ne 0 Other E mail fl Figure 14 Add Contact Window Type the name address and telephone information for the contact Note You only need type the first name or last name or email or company information these are all required fields If you want to add comments about the contact type the comments in the Notes field The timer icon will allow you to quickly insert the current date and time into the Notes field You can also optionally share the contact with a team of users or a group The Palm Fields tab lets you add Palm specific information about this contact if you are synchronizing your Relata data with your
56. e team s this group will be shared with Click Add This Group N 0 01 amp O N Release 1 2 103 Relata User Guide Deleting a Group You can remove a group from Relata To remove a group click Delete next to the group you want to delete The Delete Confirmation window appears Microsoft Internet Explorer 2 Are you sure you want to delete this group Cancel Figure 102 Delete Group Confirmation Window Click OK to permanently delete this group or Cancel to return to the Group window gt To delete a group 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Groups tab The Groups window appears 3 Click Delete adjacent to the group you want to delete The Delete Group Confirmation window appears 4 Click OK Release 1 2 104 Relata User Guide Working with Extra Fields You can define extra fields for your various contacts To do so click the Extra Fields tab in the Settings Manager window The Extra Fields window appears mo 3d O Fa E Q 4 B gt lt gt at a glance show hide tutorial Olrta 9 46 27 AM on Thu Jan 6th 2005 Logged in as DavidFo customer Viewing personal settings T A Extra Fields Login Settings Account Info Add New Extra Field Delete Extra Field Relata Software Copyright Stratabase Al Rights Reserved lt Figure 103 Extra Fields Window Release 1 2 105 Relata User Guide Adding Extr
57. e total number of outcomes and sub outcomes you have and also the total number of linked activities Add Sub Outcome Link Avctrity Link New Actrity Mark As Open Complete VWiew Edi Delete Figure 19 List of Outcomes Release 1 2 34 Relata User Guide gt To view outcomes and sub outcomes 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the DOWN ARROW in the Outcomes pane and select the type of outcomes to view Adding Outcomes To add an outcome click the Outcomes link fo Outcomes Open Outcomes Completed Outcomes All Outcomes 13 Add Outcome ao Make my workstation mo an Make time every day to Figure 20 Add Outcome Pop Up Window When you click the Add Outcome link the Add Outcome window appears mn Q 30 A O fa Se A E D 4 at a glance show hide tutorial relata 6 31 17 PM on Thu Dec 16th 2004 Logged in as Foster customer X Outcomes Focus Areas _ a o Open Outcomes Completed Outcomes All Outcomes i Achieve 14 annual pro Add Outcome L Reduce admin costs by L this is a new activity J Get more accomplished Outcome Title O Find a more efficient L Identify my top profes Focus Area Select one v Sl Update bug list DL DD 8 e every day 3 C Make tim O Figure 21 Add Outcome Window Type
58. ems that are to do s or calendar items To do so click the DOWN ARROW in the All Items field and select All Items To Do Items or Calendar Items gt To view all items to do items or calendar items 1 Click the Activity Manager icon Click the Agenda tab 2 Click the DOWN ARROW in the All Items field and select All Items To Do Items or Calendar Viewing Activities for Today or This Week By default Relata displays all activities in the Activity Manager window You can view only those items for today or for the entire week To do so click the DOWN ARROW in the A field and select All This Week or Today gt To view all items for today or for one week 1 Click the Activity Manager icon Click the Agenda tab 2 Click the DOWN ARROW in the All field and select All This Week or Today Marking an Activity as Completed When you have completed an activity you should select the Check Mark check box A beside the item you have completed add birthdays and other import no date 1 enter my outcomes and focus ar no date 1 L oO a LI remember to backup your data u 02 05 05 1 O store random or specific notes 02 05 05 1 e items with other 02 05 05 F add birthdays and other import no date 1 enter my outcomes and focus ar no date i store random or specific notes 02 05 05 i nsha d LI remember to backup your data u 02 05 05 i d re items wit
59. ename Folder window appears HMOSBPGA PaSREXGESZOD nagawa showide tuto O ibra 1130141 PM on Wed Mou 9th 2005 Logged in as avinesh account manager Viewing personal flas E FA mix ed Policy 0 Rename Folder Legal 3 Legal Folder Name TIE ra Figure 55 Rename Folder Window The folder s name appears in the Folder Name field Type a new name for the folder and click Save gt To rename a folder 1 Click the File Manager icon The File Manager window appears 2 Click the folder you want to rename and select Edit Delete Folder The Rename Folder window appears Click the Folder Name field and type a new name for the folder Click Save E 0 Release 1 2 61 Relata User Guide Deleting Folders and Sub Folders You can delete a folder or sub folder in Relata To delete a folder click the folder s name and then select Edit Delete folder The Rename Folder window appears HOSP A CPa SRE 08400 ma gence sheeted Doa O ibra 1130141 PM on Wed Nov 9th 2005 Logged In asi avinesh account manager Moco rere 32 7 ea comeret polly Rename Folder Legal Legal Folder Name TIE ja Figure 56 Rename Folder Window The folder s name appears in the Folder Name field To delete this folder click Delete gt To delete a folder or sub folder 1 Click the File Manager icon The File Manager window appears 2 Click the folder you want to delete and select Edit Delete Folder
60. er doc Type Microsoft Word Document 24 0 KB From sb1 rm met oon While files from the Internet can be useful some files can potentially harm your computer If you do not trust the source do not open or save this file What s the risk Figure 61 File Download Window Click Save to begin downloading the file The Save As window appears Click Save to download the file Release 1 2 65 Relata User Guide gt To download a file 1 Click the File Manager icon The File Manager window appears 2 Click the file you want to download and select Download The Download File window appears 3 Click Download File The File Download window appears 4 Click Save The Save As window appears 5 Click Save Release 1 2 66 Relata User Guide Checking In Files and Checking Out Files If you have stored a file in Relata and want to edit it you must first check the file out of Relata You can then modify the file When you have finished modifying the file you will need to check the file back into Relata Otherwise other Relata users will not be able to work with the updated file To check a file out of Relata click the file s name and then select Check Out The Check Out File window appears CY aE A gt E FY Wb Sa a ae AR magawe show hide nitosi O ihre a 40114 PM on Wed How Sth 2005 Logged in asi aviresh acount manager Viewing personal Aler BB six US comert Policy Check out F
61. formation for this account click Add Account The new account appears in the list of accounts on the left gt To add an account 1 Click the Account Manager icon The Account Manager window appears 2 Click Add Account The Add Account window appears 3 Click a name in the Available Contacts field and click gt gt to add this contact to this account 4 Click the Account Name field and type a name for this account 5 Click the Address field and type the street address optional 6 Click the City field and type the name of the city optional 7 Click the State field and type the name of the province or state optional 8 Click the Zip field and type the zip or postal code optional 9 Click the Country field and select the country optional 10 Click the Web Site field and type the URL to this contact s website optional Release 1 2 32 Relata User Guide 11 Click the DOWN ARROW in the Status field and select the status for this account optional 12 Click the Description Notes field and type any comments about this account optional 13 In the Share With drop down select a team of users if any with whom you will share this activity 14 In the Share With field select the team to share the account with if any 15 Click Add Account Deleting an Account To delete an account click the account s name Next click Delete Account You are asked to confirm the delete request Click OK to permanently delete the acc
62. g as you meet the system requirements you can run Relata under Windows What are the system requirements to use Relata Relata requires the following Apache 1 3 x or Apache 2 x recommended Internet Information Server IIS 6 0 or better PHP 4 1 0 or better PHP 5 has not been tested but should work MySQL 3 x or 4 x MAX version is recommended for performance ionCube loaders http www ioncube com loaders php free eAccelerator 0 9 3 or ionCube PHP Accelerator optional phpMyAdmin for MySQL administration optional 128 MB RAM minimum 256 MB or more recommended 32 MB of disk space minimum 1 GB or more recommended User requirements e Internet Explorer 6 0 or better Firefox 1 0 7 or better 1024x768 screen resolution e Palm Desktop 4 1 or Microsoft Outlook 2000 2003 for data synchronization optional We recommend allocating 10 MB of disk space per user If you have 100 Relata users you should have at least 1 GB of free disk space on your server for the Relata database and user file storage Can you install Relata for my organization Yes and no Yes if you assume all liability for any damages that can occur from us installing Relata on your system Relata requires Apache MySQL and PHP to be installed on your system If Apache MySQL and PHP are not installed on your system we can install them for you However if any existing software packages break or cease to function as a result we will not be held liable We
63. g with Teams Of USEFS cooooonnnncuononoonononooaanananannnonannnnnnnonnnonnornnnonacnnnnnnonnnnnnnrnnncnnnnnnnnns 108 ARONA a o Os ALDO 109 AN Rec te 110 POOING Users toa Toan esnin GS A eae 111 Deleng USES IO Mia CM chase E E T EE AE naheiys 112 Release 1 2 4 Relata User Guide Modifying a User s Read Write ACCOSS cccccccccccccsssscceceessceeccessseecccesssseeeceesaeeeeeeessaeeceeeeseeeees 112 Channing Login Settings iia aiii AOE 113 AGANG GIN OW SOF reor aer a A r E E 115 Changing a Users PassWord isidro 115 Designating a User as a Relata Account ManaQ r ocoooocccnnicucnnccnooannononananancconannanoconanananccnnnns 116 DEJCUNg OSers Norn Y OUR ACCOUN aa 117 WIG VINO YoUr ACCOUN FIS TOV An A RO 118 DIOSES iD 119 SEARCHING RELATA FOR INFORMATION 04 AAA AAA AAA ARA 120 BACKING UP YOUR RELATA INFORMATION 20 iia RE id A ai 122 INEAIN AGING ECATA SERS iaa ica 124 DY NCH ONIGING AMA nic ini 125 VS CM FOO CISTI CIN essa was we ey cc da eh cnc cae dane eu ea a enc eau ao amass OO 125 kaun GINO NO SY IN aaa oc aa sch coats cise T E OTO deine EEA 126 COMIDA ACS VIA ieee eset etka etn taa 126 Setting Me Relata PROTESIS 127 FREQUENTLY ASKED QUESTION SNA AAA A 128 Genera CC SHOTS tatoo 128 H enno UEU a a ie 129 Metala on QUESTIONS i 130 EUR O T E OTE T ae 131 SUPPO QUESTO ENEE E EN E O ene ee 131 Release 1 2 5 Relata User Guide INTRODUCING RELATA If you find yourself swamped with to do lists and an almost ne
64. ge Assign As Account Manager Delete User 1 avinesh Avinesh Bangar com S ave 2 JOZO Avinesh Bangar avineshb gmail com Save Assign Delete Number of users to add b Se Legal Notice Figure 99 Settings Manager Window The Settings Manager window displays your account information as the default view The window displays your username the name of your account manager either yourself or the Relata Account Manager and the number of users supported by your Relata license To add support for more users your Relata Account Manager can upgrade your Relata license by going to the Relata web site gt To configure your Relata settings e Click the Settings Manager icon The Settings Manager window appears Release 1 2 101 Relata User Guide Assigning Users to Groups You can assign your contacts to groups so you can send out group emails to those contacts To assign contacts to a group click the Groups tab on the Settings Manager window You assign your contacts to groups so you can send group email to them The Groups window appears A 346 ls 0 O a E Tak a EH B a gt at a glance show hide tutorial 0 Drelata 9 41 57 AM on Fri Dec 10th 2004 Logged in as Foster customer Vie elsyYd8 Viewing personal settings BE Groups Extra Fields Add New Group Group Name Group Description Share With Sales Sales and marketing Crossborder One Delete This Group Relata Software Copyright Stratabase All Ri
65. ger e Click the Activity Manager icon in the Main window The Activity Manager window appears The default view is Day view Release 1 2 16 Relata User Guide Date Navigation To navigate between various dates the forward and backward buttons can be used The buttons appear the following views Day Week and Month MOI AGP ae 145350403 A 2000430 AH on Tis Mor 5 bH Lope A APA CUr MPAA AK ee par pl eee EAEE lt hir J 2006 gt Sa Mos Teo Wed Th Pri e 1 2 3 618 4 a Fe ds 11 UF 12 14 13 be 17 LE ft hi dm H H 5 HE Er 22 E J Today Eoma Proti el Era la _ Write software Figure 4 Activity Manager Date Navigation Date navigation is not available in the Agenda view Release 1 2 17 Relata User Guide Using Activity Views You can view activities by the day by the week or by the month in Relata To view activities by the week click the Week tab The activities appear in the window nOaeAGPae 51403504093 E a 20000130 Ah an Ti Gow Jee A eee A APA HA MALE Wiwsing par erp 4 Lc Mir 2006 e gt Sen Hos Tes Wed The pri al 23 4 5 6 a a i i ME 14 1 15 IE 17 JE ie Ji H 2 H 23 a FF JE FE J0 Figure 5 Week view If you want to view activities by the month click the Month tab The activities for the selected month appear in the Activity Manager window HOSE Jer a 5400504094 a s Poh A gn Tis Mos MA KHS Loge i kL rr or MA lp pra priri Xx
66. ghts Reserved R Figure 100 Groups Window The Groups window displays the list of groups you have defined in Relata You can add edit or delete groups as needed gt To configure your groups 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Groups tab The Groups window appears Release 1 2 102 Relata User Guide Adding a Group To add a group to Relata click Add New Group The Groups window is refreshed and displays fields for the new group aa 346 A O O E i its Q ES B a gt at a glance show hide tutorial 0 Drrelata 9 44 19 AM on Fri Dec 10th 2004 Logged in as Foster customer Vie gt 1syYd8 Viewing personal settings Groups Extra Fields Add This Group Delete This Group Relata Software Copyright Stratabase Al Rights Reserved SS Figure 101 Add Group Window Type a name for this new group in the Add Group Name field Next type a description for the group In the Share With field select the team s this group will be shared with Finally click Add This Group to create the group gt To add a group 1 Click the Settings Manager icon The Settings Manager window appears Click the Groups tab The Groups window appears Click Add New Group The Add Group window appears Type aname for the group in the Add Group Name field Inthe Add Group Description field type a description for this group Inthe Share With field select th
67. h other 02 05 05 Release 1 2 23 Relata User Guide When a to do item is marked Complete it is now a closed activity Similarly when a calendar item is completed one day in the past it automatically becomes closed Therefore to view your completed to do s or past calendar items select Closed from the dropdown menu in the Agenda view The Activity Manager module synchronizes data with the Palm Date Book and Microsoft Outlook Calendar applications using Resync To do items are synchronized with the Palm Todo List and Microsoft Outlook Tasks application gt To mark a to do as completed 1 Click the Activity Manager icon Click the Agenda tab 2 Select the Check Mark check box next to the to do you want to specify as completed Only to do items can be checked as complete Release 1 2 24 Relata User Guide Adding Activities to Relata To add an activity simply use your mouse to select a time slot for the activity For example for an activity starting at 11 AM hold down the left mouse button start at the top of the 11 AM time slot and drag it down to button of the time slot right before 12 AM nes Day Week Month Agenda Tuesday November 7 Ai Figure 11 New Activity Entry In the field type a description for the activity Click outside of the field to save it You may create new activities in Day or Week view Additionally you can create undated to do items by using the quick to
68. he File Manager icon The File Manager window appears 2 Click the file you want to view a Change Log for and select View ChangeLog The ChangeLog window appears Release 1 2 74 Relata User Guide Viewing a File s Properties You can view information about a file stored in Relata To do so click the file you want to view information about and then click View Properties The View Properties window appears MOSBPGAECPRS AHXRQR AOS stan o Gre 1152114 PM on Wed Hos oth 2005 Logged im as avin SF Account manager Viewing personal filer AR 3 x a corren Policy Viewing Properties for EditorLetter doc 2 Legal a LI EditerLetter d EditorLether doxr File size 24576 bytes Uploaded by avineshtest Last modified on 2005 11 09 by avineshtest Checked out no Locked o Filename z Figure 72 View Properties Window For each file the View Properties window displays the filename and size the name of the user who uploaded the file when the file was last modified and by whom whether the file is currently checked out by a user and finally whether the file is locked gt To view a file s properties 1 Click the File Manager icon The File Manager window appears 2 Click the file you want to view properties for and click View Properties The View Properties window appears Release 1 2 75 Relata User Guide WORKING WITH PROJECTS Relata
69. he User Info tab is selected To view statistics about another user click the Other Users tab The Other Users window appears Release 1 2 87 Relata User Guide oF 36 Ed A SN EH 8 D lt gt at a glance show hide tutorial 0 Dreta 9 34 19 AM on Tue Dec 14th 2004 Logged in as Foster customer User Info Other Users Viewing Ted Foster Select a user to report on O Foster Bill O Jill Smithers Figure 86 Other Users Window The Other Users window lists all users associated with your Relata account if you are the Account Manager Click the user you would like to view statistics for gt To generate statistics and reports 1 Click the Stats and Reports icon The Statistics window appears 2 To view your personal statistics click the User Info tab 3 To view statistics about another user click the Other Users tab The Other Users window appears Select the user s name Release 1 2 88 Relata User Guide Viewing a Summary You can view a summary of various statistics To do so click the Summary tab The Summary window appears HOI ACP adanada mance omnia E K Dreiaa 12134144 PM on Tue How Hth 2005 Logged in asi avinesh scoount manager Viewing state reports User Info Other Users Summary to Word Contact Statistics Account Statistics total contacts 72 total accounts 2 added today added today O added past F days added past 7 days 0
70. his user will be deleted from the server on which Relata resides gt To delete a user from your account 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Account Info tab The Account Information window appears 3 Click Delete adjacent to the user s name you want to delete The Delete User Account Confirmation window appears 4 Click OK Release 1 2 117 Relata User Guide Viewing Your Account History You can view a history of your account in Relata To do so click Account History The Account History window appears ted O 38 A a 4 y na O B i o gt i sheathed bu poral bET 1133111 PM on Tus Nor Sth 2005 Logged in as avingsh acoount manager Viewing perronal pettinge Extra Fields Login Settings Account Info ff Blocking Relata Username avinash Account Manager Ares Bangar Users Supported by License 10 ccoum Histo Edit Acoount Intormaton User List Aiii Je Smith Beene TP be e re id an evi Humber of users to add ho Figure 116 Account History Window The Account History window lists all active and inactive users For each user the Account History window displays the user s first and last name the user s email address the name of the person who created this user s account and the date the account was created gt To view your account settings history 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Account
71. ile E 3 Legal D EditorLetter d 1 Click the button below to download the file 2 After you have successfully downloaded the file please click the Check out File button so that the file can be appropriately marked as checked out You may then make changes to the file 2 Please remember to check in the file when you are finished updating it Diowntoad File Check out Fide ea Figure 62 Check Out File Window Since another Relata user may have modified this file you will need to download a copy of the file to your local computer After you download the file you must then check the file out of Relata When you check the file out Relata lets other users know you have the file and that it is being modified To check out the file click Download File The File Download window appears Release 1 2 67 Relata User Guide File Download Do you want to open or save this file Mame EditorLetter dor Type Microsoft Word Document 24 0 KB From sb1 rm met While files from the Internet can be useful some files can potentially harm Your computer IF pon do not trust the source do not open or save this file Whats the risk Figure 63 File Download Window Click Save to begin downloading the file The Save As window appears Click Save to download the file Next you ll need to check the file out of Relata To check the file out click Check Out File Relata displays a window telling you the file is checked o
72. k on the Number of users to add drop down menu and select the number of users to add You will then be able to specify the new user s first name last name and e mail address You can optionally create sample data for the new user Click Save to create the new user The new user will receive their Relata login instructions including a temporary password via e mail Groups Extra Fields Teams Login Settings Account Info Blocking Relata Username avineshb Account Manager Avinesh Bangar Users Supported by License 10 Account History Edit Account Information ES CS 2 1 Avinesh B lavineshbb gmail com _Save_ _ Populate database with sample data recommended Number of users to add Figure 112 Create New User Window If you exceed the maximum number of users supported by your license then you will be presented with an error dialog You may purchase an upgrade to your existing Relata license by contacting Relata Support Changing a User s Password If you are the Account Manager for your Relata account you can change a user s password To do so click the Password Change field for that user and type the new password you want to assign to this user Click Save The Password Change Confirmation window appears Microsoft Internet Explorer k 2 Are you sure you want to change this user s password Cancel Figure 113 Password Change Confirmation Window Click OK to save the new password or click Cancel to leave the
73. le Manager window appears 2 Click the file you want to modify and select Edit Attributes The Edit Attributes window appears Click the Notes field and edit the comments if required Select or deselect the Lock File check box if desired Select a team to share the file with if desired Click Update File Oo O1 B amp B Release 1 2 71 Relata User Guide Renaming Files You can rename a file stored in Relata If a user has locked the file you will first have to remove the lock from the file before you can rename it To rename a file click the file s name and select Rename The Rename File window appears HOBGA PAS BXAEBEedS _ aii 1147149 PM on Wad How Ah 2005 1 Logged in asi LS ELO acount manager Miawing personal files e A a cameos Policy Rename File E Sy Legal tea Filename A enema Fis ta Figure 69 Rename File Window The file s original name appears in the Filename field Type a new name for the file and click Rename File When the File is Renamed window appears click OK gt To rename a file 1 Click the File Manager icon The File Manager window appears 2 Click the file you want to rename and select Rename The Rename File window appears 3 In the Filename field type the new name for this file 4 Click Rename File 5 Click OK Release 1 2 72 Relata User Guide Deleting Files If you want to remove a file from Relata click the filename and then select Delete
74. lease 1 2 82 Relata User Guide Viewing Notes You can view a specific note in the Notes Manager To do so click the text of the note you want to read The Note Content window appears var Tr y f gt E S ce show hide ori G q m N G5 a EA eo ma 5 fa PLN H y lt gt ata glance show hide tutorial Y relata 8 32 19 AM on Fri Dec 10th 2004 Logged in as Foster customer o amp aix New Note View All Note Content My vision for business productivity is to be part of a company that is efficient organized and highly profitable Relata Software Copyright Stratabase All Rights Reserved O Figure 81 Note Content Window The Note Content window displays the note in its entirety You can add a note edit this note or delete this note or share this note with your team s gt To manage your notes 1 Click the Notes icon The Notes Manager window appears 2 Click the note your want to review The Note Content window appears Release 1 2 83 Relata User Guide Adding Notes You can add a note to the Note Manager To do so click New Note The Add Note window appears Haa a ai gi 7 i Pal z E rea TS 6 j U y ig y gt E 4 A E Es E ls wa ri ma glance sho tds puna relata 2127141 PM on Wed How 9h 2005 Logged in asi avingshio BOCINA Meera gee Viewing personal nyter is 4000 more characters may be entered Focus Areas fophonall s Share With oplonal hos Post
75. me of your Focus Areas and underneath those you have defined some top level Outcomes and underneath that Release 1 2 9 Relata User Guide you have learned that you can define sub Outcomes But now you have to actually commit to doing specific activities of some kind that will bring about the desired Outcomes For example to accomplish the sub Outcome called Get Approval from Boss you can schedule an activity called Meeting with Boss re Lead Expenses tomorrow morning at 10 am Similarly for the top level Outcome Have a Source of Great Leads you could create several to do items like Search web for cost per lead providers and Purchase and read a book on successful lead generation and Contact direct marketer about lead generation campaign In this way you have managed to connect your daily activities to your Outcomes and your Focus Areas the things that are actually important Using this simple system will help you get more things done every day and will also show you how the things you do every day move you closer to the things that really matter Release 1 2 10 Relata User Guide What Can Relata Help You Do M accomplish more work in less time yi manage your personal and corporate goals yi monitor and measure productivity Y track and manage your tasks and outcomes E collaborate with others M share information yet retain control mi manage your contacts mi eliminate redundant tasks
76. me which in turn is linked to an area of your life that is important to you This will help you get more done focus your time more efficiently and allow you to finally get control over your day and your life You have to decide what your desired outcomes are If you haven t made those decisions or don t know what your desired outcomes are please don t worry you will find it is remarkably simple to do What key areas of your professional work life are really important For now we ll talk about how to use Relata as a tool for getting more done in your professional work business life However you will soon see that Relata can be used to get more done in all areas of your life both professional and personal Here is an example of how you might answer this question If you are a salesperson then it is probably important that you generate new prospects Similarly it is important that you contact those new prospects and turn them into customers It is probably also important to ensure that your existing customers are satisfied It is also important that you intimately understand the products you are selling These are all crucial components of your position as a salesperson In Relata we call these your Focus Areas Your Focus Areas are those aspects of your work that are absolutely crucial Sometimes when you are first doing this exercise it is challenging to come up with your Focus Areas That s ok just take your best guess at
77. ment icon The Knowledge Management window appears 2 Click the document and select Edit Document The Edit Document window appears 3 If you want to edit this document make the changes and click Save Changes 4 If you want to delete this document click Delete Document The Delete Document Confirmation window appears Click OK Release 1 2 56 Relata User Guide Viewing a Document s Change Log You can view the Change Log for a document It provides statistical information on when a document was created and modified Click a document and select View ChangeLog The View ChangeLog window appears gem 0 fs 9 ds y 8 5 nagawa showhide tuto O retar 2117127 PM on Wed How sh 2005 Logged in asi Aires ROSOUNA man E Viewing personal do cumani Le E mix er Resource Viewing Changelog for Contract Agreement a Contracts D Contract Agree Timestamp Modified By L dohn Carringto E Corporate Pali 2005 11 09 15 16 26 avineshtest Ep aan angonan 2005 11 09 15 18 29 avineshtest Web Site Cooki 9 Figure 51 View ChangeLog Window The ChangeLog window displays the date and time a change was made the type or status of the change and who made the change gt To view a document s Change Log 1 Click the Knowledge Management icon The Knowledge Management window appears 2 Click the document and select View ChangeLog The View ChangeLog window appears Release 1 2 57 Relata User Guide
78. ng Pes sancion Login Tirra wed How 9 1214 121 PST 2005 Loga Deseo rata E C o odos o ou Flaca pra w e al Figure 98 Productivity Window To view your productivity statistics click the DOWN ARROW in the Choose a Month field and select a target month The productivity statistics for a month can also be exported to a Word document by clicking Export Productivity to Word The Productivity window lists the times you logged on to Relata and the activities you performed gt To view productivity statistics 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Productivity tab The Productivity window appears 3 To view statistics for a specific month click the DOWN ARROW and select the month Release 1 2 100 Relata User Guide CONFIGURING RELATA WITH THE SETTINGS MANAGER You can define groups add extra fields create teams update login settings edit account information and set team blocking parameters in Relata To do so click the Settings Manager icon The Settings Manager window appears TA GS 36 A O pa a fa Se A E a 9 ataglance show hide tutorial a 2 relata 11 04 06 AM on Fri Dec 2nd 2005 Logged in as avinesh account manager Viewing personal settings Groups Extra Fields Teams Login Settings Account Info Blocking Relata Username avinesh Account Manager Avinesh Bangar Account History COME First Name LastName E Password Chan
79. ntly remove the folder from Knowledge Management gt Torename or delete a folder 1 Click the Knowledge Management icon The Knowledge Management window appears 2 Click the target folder and select Edit Delete The Rename Folder window appears 3 To rename the folder click the Folder Name field type a new name for the folder and click Save 4 To delete the folder click Delete Release 1 2 54 Relata User Guide Creating Documents You can create a document in Knowledge Management To create a document click the item for which you want to create a document and select Create Document The Create Document window appears HOre 10 Pa SARL AEBOS aramee mc GY Bretana 7114114 PM on Wed Now 94h 2005 Logged in as avinmshi BOCOUNA managet Vigwing personal documanke 23 2l a icip amig Haman Resource C Contracts John Carrengto Document Mame Contad Aqnne ment J Corporate Poli BE 7 U EF j tito Share With optional bd Save Docurmens Delete Document sa rs n l ee es ee ae ee es aua O Figure 48 Create Document Window Click the Document Name field and type a name for this document Next click the editor s window and type the text for this document If you want to share the document select a team from the Share With drop down menu Click Save Document to save the document gt To create a document 1 Click the Knowledge Management icon The Knowledge Management window appea
80. nversion was really awesome e what it would be like to have customers who are truly satisfied e and how it would be if your product knowledge was really top notch In other words identify how each of your Focus Areas would look in an ideal world In Relata we call this your Vision You might say e Well if the process of generating new sales leads was all wanted it to be would always have a steady supply of new leads flowing to me each of whom is qualified and interested in hearing about the products am selling e My idea of successful prospect conversion is to have a high percentage of my prospects becoming sales in a rapid time frame e When think of satisfied customers want all my customers to tell their friends and colleagues how happy they are to be doing business with me want my customers to do repeat business with me and be a regular source of new referrals e To me want to understand the products am selling inside and out so that can answer any question in the sales process and so can provide useful feedback to the people in product development If you are an employee or are part of a workgroup you should consider speaking to your boss or your team leader about the Vision for each of your Focus Areas Hopefully your Vision for each of your Focus Areas should be consistent with the Vision that he or she has for you The next step in this process is to ask yourself the question
81. onanaconanononnnconnnnnonnn ano nnnnnonananonananonnnos 67 Edinga FIC SADU OS areata lid 71 PEANN O A oia 72 DECO AMES E O a E S O 73 Viewing he Chance LOTO Da E A dnc oa 74 VICWING a Flos IPTODCTUCS o A 75 WORKING WITH PROJECTS eo 76 creating a NeW OC a Oi ad 77 EONO II TOJO A eek ee O O O toate taat ate 78 ASSIGNING CONTACTS LO aF rO ETOF Tasa AA A 79 Assigning Resources to a Project OF TASK vicciicrciewcsncciensnsc cat iudv ine vennainttes fected shneeaeaaeens 80 Adding or VIEWING a Task LOG snur saisin aa aTe EE EAE E EAE 8 WORKING WITH NOTES tio 82 VIC WHO AN OVC S 2 ds 83 Adang NOOS cco cts atch et ea aa ido 84 EGINO NOTES do 85 DECIRNOS a o rated eos 86 GENERATING STATISTICS AND REPORTS do 87 VIEWINd 2 SUMMA Va das 89 Viewing GOMTACTS ias 90 VIC WIIG ACUVIUG Seii dle do dhe liars 9 VIC WIIG ACCOM Sede Ss 92 Viewing OUICOMOCS eiie e O E nates lout ueld ahs aie dinaalorenealeas E nto eekeeds 93 VAC WIIG FOCUS ATOA S title dl celta del cae soe 94 ASIN Stata 95 MEW DOCUS St lo ts len oe 96 VALET G10 IG is atea llei 97 A e119 NOO ene nen O ere nee 98 viewing Froe S ia itet cido 99 WIC WAG FF EOOUCUIVIEY rial deters AAA A lala 100 CONFIGURING RELATA WITH THE SETTINGS MANAGER cccccsssssssececccceeessecceccesaeessseccecessaeesseeesesenaeeess 101 ASSINO USES TO GIO OS AAA 102 AGANO Bota 17010 aere Me O 103 A enon OT OOE ee et oe Ree ee 104 WOW EXIT FIEIS A tds 105 Faang EXE TIC ci 106 DEIS UNT EMT o o rae Le 107 Workin
82. orksta Make time every Reduce admin oa Reduce cost ot Geass Tinea Losing ta Bitik di ra BrP Date Completed ma Volunteer omte Figure 91 Outcomes Window The Outcomes window displays the outcome s title related activities the date the outcome was created and the date the outcome was completed if applicable gt To view outcomes 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Outcomes tab The Outcomes window appears Release 1 2 93 Relata User Guide Viewing Focus Areas You can see the focus areas you have created To see the focus areas click the Outcomes tab on the Statistics window The Outcomes window appears Click the circle besides Focus Areas HOSP A P agama dS nna tonne neat O ESOS e19102 PM on Wed How Ah 2005 Logged in asi avimash ACCOUNA manager Viewing statefraporte FE Outcomes ail a Focus Areas Related Outcome Achieve 14 annual profit margin this year Business Produc Date Created 2005 1 1 09 Contribution Corporate Envir lirica apart radeon M gerbe Beare Personal Health Figure 92 Focus Areas Window The Outcomes window displays the focus area related outcome and the date the focus area was created gt To view focus areas 1 Click the Stats and Reports icon The Statistics window appears 2 Click the Outcomes tab The Outcomes window appears 3 Click the circle besides Focus Areas Release
83. ount gt To delete an account 1 Click the Account Manager icon The Account Manager window appears 2 Click the name of the account you want to delete The account s information appears in the window 3 Click Delete Account 4 Click OK Release 1 2 33 Relata User Guide WORKING WITH THE OUTCOMES MANAGER The Outcomes Manager in Relata lets you manage your outcomes or goals To manage your E outcomes click the Outcomes icon on the Main window The Outcomes Manager window appears oP Q 16 A O ES CEI A A E y lt gt ataglance show hide tutorial LL relata 10 56 31 AM on Mon Dec 13th 2004 Logged in as Foster customer X Outcomes Focus Areas Outcomes Open Outcomes Completed Outcomes All Outcomes Total Outcomes Sub Outcomes 10 Total Linked Activities 7 Display Open Linked Activities Make time every day to a a a L Volunteer once per mon Retata Software Copyright Stratabase All Rights Reserved Figure 18 Outcomes Manager Window gt To manage your outcomes e Click the Outcomes icon The Outcomes Manager window appears Working with Your Outcomes When you click the Outcomes tab on the Outcomes Manager window your outcomes or goals appear You can click the DOWN ARROW in the Outcomes pane to see in the right frame all open linked activities completed linked activities or all linked activities The Outcomes pane also displays th
84. out an account 1 Click the Account Manager icon The Account Manager window appears 2 Click the account s name The account s information appears in the window Release 1 2 31 Relata User Guide Adding an Account To add an account click Add Account The Add Account window appears mo ud A e a ig Sa Tl QBs gt magance shoei turca O a relata 1136134 PM on Wed How 9th 2005 Logged in at aviresh p BOCOUNA manager Viewing perconal accounte 22 ixi Add Account Available contacts Account contacts Feder Corporation Carrington John United Parcel E Hamburg Hak Account Mame Address Country Web site Status Description Motes Fy Figure 17 Add Account Window The Available Contacts field displays a list of contacts you can link to this account Select the name from the Available Contacts field and then click the button The selected contact s name appears in the Account Contacts box To add more contacts to this account repeat this process If you want to remove a contact from this account select the contacts name in the Account Contacts field and click the button Note It is mandatory that you link at last one contact to an account otherwise Relata won t let you create the account Type the information for this account in the appropriate fields If this account is to be shared select the team in the Share With field When you have finished entering the in
85. ptionally select the assigned contact that performed the work Finally click Add LAAIE IENE BOD SJ ore ee ee ee ee ee ee ee ee _Miesing perseaal projects me SAS TH a ml El Camis ano Tune Linux Server Add View Task Log a Tune Linux Server E a ea EAS Figure 79 Entering a Task Log Task logs can be deleted by clicking the checkbox beside each task log under the Delete column Release 1 2 81 Relata User Guide WORKING WITH NOTES Relata allows you to store notes about whatever you want A note may be a memo list or practically anything else To create edit delete or share a note click the Notes icon 5 The Notes Manager window appears ve GS 4 a A O Ei d Sy A E y lt gt ata glance show hide tutorial yA relata 8 19 41 AM on Fri Dec 10th 2004 Logged in as Foster customer 223 xl 2004 12 04 Delete 2004 12 04 Delete 2004 12 04 Delete 2004 12 04 Delete 5 My vision for personal heal 2004 12 04 Delete 6 Useful health resources can 2004 12 04 Delete Relata Software Copyright Stratabase All Rights Reserved iS Figure 80 Notes Manager Window The Notes window displays a list of notes and the dates they were created or last modified The notes are color coded according to the Focus Area you have associated them with Notes are also synchronized with the Palm Memo Pad gt To manage your notes e Click the Notes icon The Notes Manager window appears Re
86. r on the desktop Another option is to add a link to IE s Favorites list To add the Relata application page to your Favorites list first load the Relata application s web page On the Favorites menu click Add to Favorites Type a name such as Relata Connect to the Relata application s web page by accessing it through the Favorites menu or by clicking Favorites on IE s toolbar and clicking the Relata item Release 1 2 13 Relata User Guide EXECUTING AND LOGGING ON TO RELATA To log on to Relata execute Internet Explorer or Firefox and type the URL for your Relata installation in the address bar or select the Relata Application page from your Favorites menu When you press enter the Login window appears lt w gt relata Login Password TA E Don t ask me to login for two weeks Figure 1 The Relata Login Window Type in your Relata login and then press tab to move to the Password field After you type your password click Login You may also place a check beside Don t ask me to login for two weeks should you like to remain logged into the Relata system for two weeks as long as you don t log out manually Relata will verify your login information and will display the Main window if your login information is correct If you don t have a Relata login and password please ask your Relata Account Manager to create a Relata account for you Release 1 2 14 Relata User Guide HOBGACP a S DXCQ
87. r personal optional 10 Click the Street field and type the street address optional 11 Click the City field and type the name of the city optional 12 Click the State field and type the province or state name optional 13 Click the Zip field and type the zip or postal code optional 14 Click the Country field and select the country optional 15 Click the Web site field and type the full URL for the contact s website optional 16 Click the DOWN ARROW in the Work Home Fax Other or E mail fields and select the type Next click the adjacent field and type the corresponding telephone number or email address optional 17 Click the Notes field and type any comments about this contact optional 18 In the Groups field if any select the appropriate groups to assign this contact to optional 19 In the Share With drop down select a team of users if any with whom you will share this activity optional 00 YO OI OW Release 1 2 29 Relata User Guide 20 Click the Palm Fields tab Click the Custom field and type a name for the custom field You can specify up to four custom fields optional This is only for Relata users who are synchronizing their data with their Palm device 21 Click the Extra Fields tab Enter the information for the extra fields if any optional 22 Click Add Contact Copying a Contact s Information to the Windows Clipboard You can transfer a contact s information to another application in Window
88. rmation 1 Click the Contact Manager icon The Contact Manager window appears 2 Click the contact s name you want to delete 3 Click Delete Contact 4 Click OK Release 1 2 30 MANAGING YOUR ACCOUNTS Relata User Guide You can add edit delete and share accounts in Relata You can also add contacts to a specific rka account To manage your accounts click the Account Manager icon e The Account Manager window appears HOBGAOGCP a Jansdal 1155124 PM on Wed How 9th 2005 Fedex Corporation United Parcel E Account Name Address City State Zip Country Web site Status Description Motes Logged in as avireshi p acount manager available contacts Merit lok ganas settee ripe A relata Viewing personal sccounke Account contacts Share With Figure 16 Account Manager Window The Account Manager window displays the information for the first account by default The Account Manager window lists the available contacts and account contacts for this account as well as other account information gt To manage your accounts Click the Account Manager icon The Account Manager window appears Viewing an Account s Information When the Account Manager window appears the first account s information appears You can view information about a different account by clicking an account gt To view information ab
89. rom the file we extract the server name and IP address or the IP and MAC addresses for systems behind a firewall that you wish to use with Relata This information is then encoded into the Relata license to allow Relata to run on your server What if don t want to send in a server data block If you cannot send in a server data block you will be required to fax us a copy of the domain name you wish to use with Relata as well as the IP address of the server as well as the MAC address of the network card We will then issue a Relata license However if the Relata license does not function due to a mistake in the domain name server IP address or MAC address we will charge a 20 USD processing fee to reissue a new Relata license For servers behind a firewall that use internal IP addressing eg 192 168 1 1 we will require the IP address and MAC address of the server For most other servers we require the domain name and IP address associated with the server IP addresses follow this notation nnn nnn nnn nnn MAC addresses follow this notation XX XX XX XX XX XX Release 1 2 129 Relata User Guide Installation Questions I am not familiar with MySQL Is there an easy way to install Relata Yes we recommend running the Relata Installation Helper It s located in the install directory of the Relata archive and is called relatahelper php It will help you set up Relata in minutes Can I use Relata with Windows Yes as lon
90. rs 2 Click the target item and select Create Document The Create Document window appears Click the Document Name field and type a name for this document Click the editor field and type the text for this document In the Share With field select a team with whom to share this document optional Click Save Document oo E Release 1 2 55 Relata User Guide Editing and Deleting Documents You can edit or delete a document To do so click the document and select Edit Document The Edit Document window appears a ig J e E 4 a NA e K E PHH T i Nagia shraidean 5 LE relata 2116114 PM on Wed How 9h 2005 Logged in asi aving shi boou menigt Viewing personal documante 22 ixl Human Resource Contracts Contract Agree Document M rt Doniad Acne mien L John Carringto 4 Corporate Poli B U EB ii sample contract agreeme nit Share With Sales Sonda Seve Changes Delete Document Figure 49 Edit Document Window Make the changes to the document and click Save Changes The document s changes are saved Alternatively if you want to delete a document click Delete Document The Delete Document Confirmation window appears Microsoft Internet Explorer 2 Are you sure you want to delete this document Cancel Figure 50 Delete Document Confirmation Window Click OK to permanently delete the document gt To edit or delete a document 1 Click the Knowledge Manage
91. s or results You may be thinking that the previous paragraph is stating the obvious and it is But very few of us actually do it For example if you are a salesperson and your desired outcome is to gross 100 000 in sales this month you need to make sure the things you do every day are consistent with hitting your target If you spend your day working with the product development staff organizing your paper filing system having a pow wow with the IT guys to figure out why your computer keeps crashing while all the time being interrupted by incoming phone calls from an irate client who needs your help getting the product to work properly you may find that your target of 100 000 doesn t get reached Why Because you were allowing yourself to do things that were unrelated to your desired outcome Even though you may feel that all those things you were doing were absolutely necessary the bottom line is that none of them helped you reach your target of 100 000 in gross sales Similarly if you are an architect and your desired outcome is to finish the drawings for a house so they can be sent to the city planning department for approval 7 days from now you need to make sure you invest a considerable amount of time every day in accomplishing this However if you spend your day training the new guy answering your telephone every time it rings phoning the newspaper to place an advertisement reading the latest architectural dige
92. s Desktop My Documents My Computer a File name ster 1 2004 1210 contacts bd My Network Save as type Text Document Cancel Figure 122 Save As Window Select the folder you want to save the file to and click Save When the file has been saved to your local computer the Download Complete window appears The file you have just created can be opened using a text editor Notepad WordPad Microsoft Word and so on gt To backup Relata information 1 Click the Backup icon The Backup window appears 2 Select the item you want to backup and click Backup The File Download window appears 3 Click Save The Save As window appears 4 Click Save Release 1 2 123 Relata User Guide MANAGING RELATA USERS You can add edit and delete users in Relata if you are a Relata Account Manager To manage Fi the users associated with your Relata account click the User Manager icon 6 The User Manager window appears The User Manager can be minimized and you can access various Relata modules to view a user s data eg productivity statistics PA E 36 oO Fa fa vA a H 6 O lt gt at a glance show hide tutorial Dretata 9 29 36 AM on Fri Dec 10th 2004 Logged in as Foster customer Select User Y Viewing Select a user to view Accessing your user s data Select the user s login name from the list on the left You may need to refresh the list using the drop down menu if no login names are visible
93. s To copy a contact s information click Copy to Clipboard In the other Windows eg Notepad application select the Paste menu item to copy the contact s information from the Clipboard to the other application gt To copy a contact s information to the Windows Clipboard 1 Click the Contact Manager icon The Contact Manager window appears 2 Click the contact s name The contact s information appears in the window 3 Click Copy to Clipboard Duplicating a Contact Entry You can create a duplicate of a contact entry should you need to create multiple contact entries with repetitive information To duplicate a contact click Create Duplicate Entry Make changes to the contact details and then click Add Contact gt To duplicate a contact entry 1 Click the Contact Manager icon The Contact Manager window appears 2 Click the contact s name The contact s information appears in the window 3 Click Create Duplicate Entry The add contact template appears 4 Make changes and then click Save to save the new entry Deleting a Contact s Information You can remove a contact from the Contact Manager To delete a contact click the contact s name The Contact Manager window appears showing the selected contact s information Click Delete Contact You are asked to confirm the delete request Click OK to permanently delete the contact The Contact Manager is synchronized with the Palm Address application gt To delete a contact s info
94. s or are part of a workgroup a lot of your information gets shared back and forth meaning it gets even harder to manage and keep up to date After awhile it can feel like you and those you work with are spending the majority of the day just trying to catch up on all this stuff and never really gaining that much of a sense of accomplishment Sometimes the day ends and you ask yourself what did do all day and you dont really have a satisfying answer You may have worked very hard but have no sense that anything meaningful got done The Relata system was designed with the express purpose of helping you and those you work with get more done in a day and to focus your energy on those things which are important to you or your organization When we designed Relata we chose to design it as software rather than a paper based system since most knowledge workers are around computers a good portion of their day We also thought it would make sense to have the software accessible through a web browser rather than forcing individual users to download and install software since knowledge workers often have constant internet access Release 1 2 6 Relata User Guide How to Get More Done The one thing you can do right now that will help you get more done in a day is to make sure that the things you spend your time doing are consistent with your desired outcomes Desired outcomes is just another way of saying goals or objective
95. set to repeat To specify how often this activity should be repeated click the None Day Week Month or Year fields respectively The activity will then be repeated according to your selection Release 1 2 26 Relata User Guide MANAGING YOUR CONTACTS You can add edit delete and share contacts using the Contact Manager To do so click the Contact Manager icon ri on the Main window The Contact Manager window appears os Nei A gt Ex b a A h i ci HH T gt magro shoes pital o A rolata 12142 139 PM on Wed Hoy Sth 2005 Logged in asi avinesh BOCOUNA manages Viewing perranal contacte 2 Ra AH Cenc Main Palm Fields Extra Fields Lark Fires Copan paa Email Prefix FedEx Corporation First Name Hamburg Mark United Parcel Se Create Duplicate Entry Middle Last Name Car Title Chet Operating Oficer Company Address 7 Copy To Clipboard Delete Contact Street EC City Toronto State Country Cane Web site hanv 2914 more characters may be entered Share With y Work is the primary contact i Figure 13 Contact Manager Window gt To manage your contacts e Click the Contact Manager icon The Contact Manager window appears Selecting Contact Groups The Contact Manager allows you to view all your contacts or a group s contacts To select the type of contacts
96. site or you may fax it in However to increase accuracy and prevent mistakes in creating your Relata license we recommend that you use our online payment system instead We do not store credit card numbers and any such confidential information is destroyed after processing Please do not e mail us your credit card information Do you support payment via PayPal HyperWallet StormPay etc All supported payment methods are listed on our web site Support Questions Can get my data out if want to discontinue using Relata Yes if for any reason you want to discontinue using Relata you can easily download your data through our Resync application or through our standard Backup module Release 1 2 131
97. sonal settings Extra Fields Teams Add Team Name fs Add This Team Unit One Delete User Name Access O Foster Read Only Y Delete This Team Please enter the user s Relata username Relata Software Copyright Stratabase Al Rights Reserved 53 Figure 107 Add New Team Window Type a name for the new team and click Add This Team The team s name appears in the window gt To create a team Click the Settings Manager icon The Settings Manager window appears Click the Teams tab The Teams window appears Click Add New Team The Add New Team window appears In the Add Team Name field type a name for this team Click Add This Team A Release 1 2 109 Relata User Guide Deleting Teams If you don t need a team you have previously defined you can remove it To delete a team click Delete This Team The Delete Team Confirmation window appears Microsoft Internet Explorer Figure 108 Delete Team Confirmation Window Click OK to delete this team The team information is immediately deleted from Relata gt To delete a team Click the Settings Manager icon The Settings Manager window appears Click the Teams tab The Teams window appears Click Delete This Team The Delete Team Confirmation window appears Click OK BON Release 1 2 110 Relata User Guide Adding Users to a Team You can add any Relata user to a team As long as the person has a Relata username
98. st that came across your desk and attending unrelated meetings you may find that the 7 days come and go and your drawings remain unfinished Sounds obvious But most of us fall into these unproductive patterns every day So really there are two changes that most of us have to make first we have to decide what our desired outcomes are for second we have to make sure those things which we plan to do today are consistent with our desired outcomes This process is very simple and effective but it is surprising that more of us don t do it It only takes a few minutes to do but it really improves your productivity Release 1 2 7 Relata User Guide What are Your Desired Outcomes In order to answer this question you first have to ask yourself what things are important to me That may not seem like a very complex question but it carries a lot of weight By answering it you ll more easily be able to determine what things are important for you to do and what things aren t For example is it really important for you to read the architectural digest from cover to cover or could you skim it Or could you ignore it completely When was the last time you actually benefited from anything you read in that digest Is it important or is it more like an entertaining diversion When you use the Relata system you can plan your day or your week or your month and every one of your to do items and appointments can be linked to a desired outco
99. ta Connection Success Window You can create a desktop shortcut to Relata if the test was successful by clicking Create Desktop Shortcut Release 1 2 127 Relata User Guide FREQUENTLY ASKED QUESTIONS Note Do not send support inquiries to our phone lines unless you have purchased a phone support package Please contact our support department via e mail at support relata com General Questions What versions of Relata are available Can I upgrade to another version There are three versions of Relata available Relata Lite Relata Pro and Relata Enterprise You can upgrade from one version of Relata to another However you cannot downgrade Can I try Relata before have to pay for it Yes you can download a fully functional 14 day trial version of Relata for free However it will not function without a Relata license Once Relata is installed you will need to request a Relata license by contacting our support team or via our web site Also please see the What is a server data block FAQ as they will require that information to create a Relata license Once the temporary license expires you will no longer be able to use Relata unless you purchase a license for yourself or your organization A full license has no expiry date Non profit educational and government institutions are subject to discounted pricing What are the system requirements to use Relata Relata requires the following Apache 1 3 x or Apache 2
100. te User from Team Confirmation Window Click OK to permanently remove this user from this team The user s information is not deleted from Relata they are just removed from this team gt To delete a user from a team Click the Stats and Reports icon The Statistics window appears Click the Teams tab The Teams window appears Select the Delete check box next to the user s name that you want to delete The Delete User from Team Confirmation window appears 4 Click OK w N Modifying a User s Read Write Access Each user you add to a team can have read and write or read only access to Relata Click the DOWN ARROW in the Access field and select Read Write or Read Only to assign that level to the user gt To modify a user s read write access 1 Click the Settings Manager icon The Settings Manager window appears 2 Click the Teams tab The Teams window appears 3 Click the DOWN ARROW in the Access field and select Read Write or Read Only Release 1 2 112 Relata User Guide Changing Login Settings To change your login settings click the Login Settings tab on the Settings Manager window The Login Settings window appears HOBGA CSa SADLAEsBeS eg aia ore 1114147 PM on Thu Now 109 2005 Logged im azi avingsh Bound manager Viewing personal pabtioge a X Extra Flelds Login Settings Account Info Blocking Change Login syineshtest New Password A Re Type Password
101. text you want to search for 3 Inthe Search within field click the type of information you want to search in Release 1 2 121 Relata User Guide BACKING UP YOUR RELATA INFORMATION You should periodically backup your Relata information To backup your information click the E Backup icon on the Main window The Backup window appears FA CENCI Ki O Fa E A A EH 6 Dl gt at a glance show hide tutorial O 4 relata 9 16 35 AM on Fri Dec 10th 2004 Logged in as Foster customer I would like to backup my Accounts Activities Contacts O Logs O Knowledge Notes Outcomes ajaja Figure 120 Backup Window Relata lets you backup your accounts activities contacts logs knowledge data notes and outcomes You can only backup one of these items at a time Click the item you want to backup and click Backup The File Download window appears File Download Do you want to open or save this file Name Foster 1 2004 12 10 contacts txt Type Text Document 2 94 KB From wwww relata com ham your computer f you do not trust the source do not open or save this file What s the risk Figure 121 File Download Window Since you are performing a backup you ll want to click Save to create the backup file The Save As window appears Release 1 2 122 Relata User Guide Save As Save in 9 Desktop a P El my Documents ib 4 My Computer My Recent dy Network Places Document
102. them for now you can always modify them later Also if you are an employee or if you have a team you work with it is a good idea to talk with your manager or team leader to get a sense of what your Focus Areas are You may find that your boss has a different idea than you do of what your Focus Areas are in which case it s best to sort them out before you go any further Here is another example Suppose you are an office manager for a small company In identifying your Focus Areas you may find they are interviewing hiring and training office employees planning assigning and directing office work appraising performance of office staff rewarding and disciplining office employees addressing complaints and resolving problems Focus Areas are usually different for most people Everyone s professional life is unique to some extent and so are their Focus Areas To one person customer service is a Focus Area To another person cost management is a Focus Area To another person sales is a Focus Area To another team building is a Focus Area To another leadership is a Focus Area To another training is a Focus Area And so on Release 1 2 8 Relata User Guide Next provide a bit more detail about your Focus Areas Using the above example of the salesperson think about e what it would look like if the process of identifying new prospects was everything you wanted it to be e what it would look like if the process of prospect co
103. ure 45 Create Folder Window Click the Folder Name field and type a name for this folder When you have finished entering the name click Add The folder is created gt To create a folder 1 Click the Knowledge Management icon The Knowledge Management window appears 2 Click the target folder and select Create Folder The Create Folder window appears 3 Click the Folder Name field and type a name for the folder 4 Click Add Release 1 2 53 Relata User Guide Renaming and Deleting Folders You can rename or delete a folder in Knowledge Management To do so click the folder you want to work with and select Edit Delete The Rename Folder window appears MOEBG ACP SE SSAA aes A ma nos matite nea O Kreita 4130141 PM on Wed How ah 2005 Logged in asi avirash s eccoUnt manager Viewing personal files AR zix E DJ Corporate Policy Rename Folder Legal Legal Folder Hame Legal Documents ra Figure 46 Rename Folder Window If you want to rename this folder type a new name for the folder and click Save If you want to delete a folder the folder must not contain any documents You must delete all sub folders and documents stored in this folder before you can delete it To delete a folder click Delete The Delete Folder Confirmation window appears Microsoft Internet Explorer E Are you sure you want to delete this folder Figure 47 Delete Folder Confirmation Window Click OK to permane
104. using Relata each having their own set of distinct Relata users Volume discounts are available Please contact us at 1 800 475 3349 9 AM to 5 PM PST or via e mail at support relata com for pricing Non profit educational and government institutions are subject to discounted pricing What is a server data block The server data block helps us reduce unlicensed Relata installations and also helps prevent individuals from requesting new trial licenses repeatedly for the same server A Relata license locks the Relata installation to a particular server name and IP address or MAC address Multiple server names can be encoded into a Relata license for 10 USD per additional server name Server details can be changed in a license file for 10 USD per change should you need to move to a new server or change an IP MAC address Before we can create a temporary or permanent Relata license for you or your organization we require you to execute datablock php in install directory of the Relata installation on your server The PHP script creates the server data block and outputs the contents to server txt and also to your browser The file itself or the contents displayed in your browser may then be e mailed to us It s normal for the contents to be unreadable as they are encrypted The file contains the following information your server s name eg www relata com your server s IP addresses and MAC addresses of installed network cards F
105. ut Microsoft Internet Explorer A This file has been marked as checked out OK Figure 64 File Checked Out Window After you have finished working with the file you will need to check it back into Relata so other users can access it To check the file back into Relata click the file s name and select Check in Update The Check In Update File window appears Release 1 2 68 Relata User Guide MOEBGA PSBSSO NEDXRSGEBOS magmen setite nmaa B Kretana 1141149 PM on Wad How Hh 2005 Logged in asi avingshin account manager Viewing personal files 23 a EA a Corporate Policy Check in Update File E E Legal i ene a File to upload 10MB max C Shared EditorLetter doc Beter Peyizion 2 Motes O Checkin File Ey Figure 65 Check In Update File Window Locate the file on your local computer by clicking Browse Next edit any comments about the file and select the Lock File check box if needed Finally click Check In File The File Upload in Progress window appears Microsoft Internet Explorer Figure 66 File Upload in Progress Window Click OK to begin checking the file in When the file has been successfully checked in click OK Microsoft Internet Explorer Figure 67 File Successfully Checked In Window Release 1 2 69 Relata User Guide gt To check a file out of Relata ie 2i IO OR ONDINA Click the File
106. utcomes window appears Click Delete The Delete Outcome Confirmation window appears Click OK 42 Relata User Guide Working with Your Focus Areas To work with your Focus Areas click the Focus Areas tab on the Outcomes Manager window The Focus Areas window appears a s 1a A 5 E a TA Ney a ES PHH 7 et Ha farce 1h hide pital Me JO relata 12145114 PM on Wed How Sth 2005 Logged ln asi evinesh aotrouni manager Outen ces Focus Areas Total Focus Areas Total Linked Notes 7 L Useful health resource I Ply vision for contribu S Figure 34 Focus Areas Window When you click the Focus Areas tab the Focus Areas window appears showing you the number of focus areas you have and the number of linked notes The focus areas are color coded gt To view your Focus Areas 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the Focus Areas tab The Focus Areas window appears Release 1 2 43 Relata User Guide Viewing Linked Notes You can view a note which has been linked to a Focus Area To do so click the item to see the Focus Areas context menu ow Focus Areas Si Business Productivity Wiew Note Unlink Note Figure 35 Focus Areas Context Menu Click the View Note link The note content appears in the left window ea 4a Es 5 E A da HES Ci H PPH a y magias hdi tibia E d_orelara 2100157 PM on Wed How 9th 2005
107. ver ending amount of stuff that needs to get done then take heart this guide is for you You may be someone who desperately needs to get more done in a day but feels like you re just spinning your wheels Maybe you have a workgroup or employees whose productivity you are responsible for and you need some way to help them get more done that doesn t cost you more of your own time We have good news for you Relata is a system designed to help you and your workgroup get more done in a day and it works Those who get the most benefit from Relata are people who spend a good portion of their day at or near a computer These people are called knowledge workers and they already account for nearly 50 percent of the workforce Most of us develop lists of things we are supposed to do Some of us use day planners some use PDAs and some use sticky notes and scraps of paper Some of us use all four And then there is the stuff that doesn t get written down that just gets stored away in your memory banks taking up mental space Stuff that you hope you ll remember to do places you re supposed to go random ideas random lists you name it In addition to all that stuff you have appointments you are supposed to attend contacts you have to keep current with customers or suppliers you have to stay on top of notes and memos you have to file internal documents you have to access and files you need to update Plus if you have employee
108. w displays the hidden activities if any oe we oe errs wt yl eni te a A Aia AAA Tesi bella are Be hugo Figure 9 Hiding an Activity While viewing the hidden activities you will notice the Show Hidden Activities button has been changed to read Show Regular Activities You can click the Show Regular Activities button to view regular activities again You can have Relata hide an activity by selecting the Hide check box next to the selected activity gt To hide an activity 1 Click the Activity Manager icon Click the Agenda tab 2 Select the Hide check box to the immediate right of the activity gt To view hidden activities 1 Click the Activity Manager icon Click the Agenda tab 2 Click Show Hidden Activities gt To view regular activities 1 Click the Activity Manager icon Click the Agenda tab 2 Click Show Regular Activities Release 1 2 21 Relata User Guide Viewing Your Activities Personal or Shared E To view your personal activities click the Show My Entries icon The Activity Manager window appears with only your personal activities listed This is the default view You can also view shared activities in Relata To see all activities that other Relata users have Sg shared with you click the Show Shared Entries icon gt To view your personal activities 1 Click the Activity Manager icon The Activity Manager window appears B 2 Click the Show My Entries icon gt
109. window After a few seconds the Main window is updated with new data from the Relata server gt To refresh the Ata Glance view Click Refresh Data Personal and Shared Views When using Relata you can determine which view you are currently in To do so look at the status bar just below the Relata toolbar You will see a message similar to Viewing personal activities or Viewing shared activities depending on which module of Relata you are in Personal view shows you items that are not shared whereas Shared view shows items that other Relata users have shared with you 9 23 44 AM on Fri Jan 7th 2005 Logged in as davidfo customer Viewing personal activities Release 1 2 15 Relata User Guide USING THE ACTIVITY MANAGER The Activity Manager helps you manage your day to day and monthly activities You can create personal and shared activities and complete to do items Planning Your Time with the Activity Manager To use Activity Manager to manage your activities click the Activity Manager icon in the toolbar The Activity Manager window appears PLI o F G m i i me yr i mi a a gt a b lt gt a a F a p COD AM on Toa Bow HA HE LH 5 bl A ae MAA Xx Ai eee e rA N x hor 20 e 7 Tuesday MV TE Ha Pa Tp Wells Tri Sa p A i Lt J4 4 Pi Ss de di iz 12 ba 15 16 OF EP W dW a H F qe Er 30 7 of Figure 3 Activity Manager Window gt To access the Activity Mana
110. x Internet Information Server IIS 6 0 or better PHP 4 x x or better PHP 5 has not been tested MySQL 3 x or 4 x MySQL Max is recommended for corporate enterprise users ionCube loader for Linux or Windows http www ioncube com loaders php free eAccelerator 0 9 3 or ionCube PHP Accelerator optional phpMyAdmin for MySQL administration optional User requirements e Internet Explorer 6 0 or better Firefox 1 0 7 or better e Palm Desktop 4 1 or Microsoft Outlook 2000 2003 for data synchronization optional For optimal use we recommend a LAMP server Linux Apache MySQL and PHP We recommend 10 MB of server disk space per user If you have 100 Relata users you should have at least 1 GB of free disk space on your server for the Relata database and user file storage Can create additional Relata users at any time Yes see the Settings module in Relata The Relata license governs the number of users that can be created A Relata license can be upgraded to support more Relata users Release 1 2 128 Relata User Guide Licensing Questions Can I install Relata on more than one computer or server Yes as long as you obtain a license for each server Each Relata license is locked to a particular server name domain name IP address and or MAC address Multiple departments can use the same Relata license provided that the Relata installation resides on a single server Multiple Relata Account Managers can be created
111. y day to L Volunteer once per mon Focus Area Business Productivity v Save Delete Figure 32 View Edit Delete Outcomes Window To edit the outcome click the Outcome Title field and type a new title for the outcome or click the DOWN ARROW and select a different focus area for this outcome Click Save to save your changes To delete the outcome click Delete The Delete Outcome Confirmation window appears Microsoft Internet Explorer i P j Are you sure you want to delete this outcome Cancel Figure 33 Delete Outcome Confirmation Window Click OK to permanently delete this outcome or click Cancel to return to the View Edit Delete Outcomes window gt To view an outcome 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the outcome and select View Edit Delete The outcome s information appears in the window gt To edit an outcome 1 Click the Outcomes icon The Outcomes Manager window appears 2 Click the outcome and select View Edit Delete The View Edit Delete Outcomes window appears Release 1 2 41 3 4 Relata User Guide Click the Outcome Title field and type a new title for this outcome or click the DOWN ARROW and select a different focus area Click Save gt To delete an outcome 1 2 3 4 Release 1 2 Click the Outcomes icon The Outcomes Manager window appears Click the activity and select View Edit Delete The View Edit Delete O

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