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Process User Manual `08
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1. Process User Manual Getting Started Format Menu A Keyboard Font Allows customizing the font of a selected Item Allows aligning a selected item and using text rulers in Note View Text Create Style from Selection Allows creating new item styles Styles Displays the list of styles and allows removing unwanted styles Small Sets the selected text to the default Small style Can be removed in the Styles section Pre entered Styles Aw Gray Sets the selected text to the default Gray style Can be d62 removed in the Styles section Red Bold Sets the selected text to the default Red Bold style Can be removed in the Styles section LM K Blue Bold Sets the selected text to the default Blue Bold style Can be removed in the Styles section E Tangerine Bets Wile se sarsa ie de die aseo nee ne 925 style Can be removed in the Styles section Notes Sets the selected text to the default Notes style Can N 366 be removed in the Styles section Process User Manual Getting Started Action Menu Add Item Indent Outdent Group Ungroup Transfer Status Priority Label Keyboard Shortcut Adds a new item Makes a selected item subordinate to the one preceding It Removes the subordination of a selected sub item Makes a selected group of items subordinate to a newly created item Removes a group subordination Transfers a selected
2. Select a document or application from your hard drive and click OK to add tt as a source Uncheck As Link if you want to attach the file instead of linking it Drag a file from Finder onto the Source List to link it Hold the Alt button while dragging a Tile to attach tt Adding a Web source Select an Item Ctrl Left click on the Source List and select Add Source Enter the URL to add the source Viewing a source MS Word and TextEdit files Web sites images videos and PDF documents can be viewed directly in Note View For other sources such as Work documents or applications only the preview Is displayed in Note View Click Open to open the file in its native application or Reveal in Finder to locate it on your hard drive Kind Application Where Created 10 10 2008 18 56 Reveal In Finder Modified 16 06 2009 13 49 Removing a source Select the source you want to remove 2 Drag it to Trash or CtritLeft click on it and select Remove Source Process User Manual Inspector Inspector Overview _ All day Information button in the Item Editor It Start 27 02 2010 14 59 EH Inspector can be opened by clicking the contains three sections Due 06 03 2010 14 59 E Calendar Allows you to enter start and due dates of an item which Alarm None automatically syncs it with iCal and set an alarm Styles Provides quick access to the pre entered item for
3. Process User Manual A tutorial for Process an outlining application for small businesses and personal use Process User Manual Table of Contents Getting Started e EE 4 RET le e riel iss EE ee ee ee eee 5 Y re le APP pie ei paced Weed ned TEN 6 BEA Ee yc eat eect peed avn peas vad EE oasis regan nie N ds 7 ME ER so ago nye heeded o y 8 Process MenU e EE 10 LP UE II il Send PVCU Sse wane aeons eassret ach ect ah aoe ack sot eo a ak Gee a eee ea 12 For IERE oi oveehinareteteraear daaacutateramineid aedishd ase 13 ar od da AE OE OE OE e ata e ode ld ed ER EE EE N OE OE es I5 ADO ISO y rd ra dd de ees EE eet 16 FIG oo N RE DT ER OR EE EG 17 Preferences ii ed corr ee se annann rannan ek ke de ee kk ed se ee 18 General Preferences oo cece ccc c eevee ee ke ds ed se ed ee sk ed ee see 19 Importing and Exporting PONS AG POCCGUIES esmas va pra EE TE pide 20 aie AE ie AA pagaran rapera papada N oe 21 Projects SS ALO OR N ee EE ee N 22 INOW ee ti O SE SE GE n de ed BOERE 23 Ee ged eko in sd ae EE EE 9 pte EE 24 Salu aea OE EE EE EE EE OE Ee Oe eN N 25 Eya aea L ERA OR EE N N 26 liet AE EE ER OE N es 28 2 42 Process User Manual Table of Contents Columns EUA OYES ser e pd errr eee eae rere 29 o A Po EE pees ned EE euegeses 30 Items EE e RE cots or ae data bt cases OO EE a 3 Editing ee EE AN te PP OE EE be oe 32 Inis ST and GrOUDINS amar acca eN dada ddr es ee age ees ey 33 SS ere wer
4. Backup to MobileMe Process will automatically access MobileMe using the account information you have indicated in Apple gt System Preferences gt MobileMe If Process has a problem connecting to MobileMe during the backup process check your configuration settings there 4 During the backup Process saves a compressed copy of your data file to the following location Disk Documents umsoft Process The file called datafile_backup dat will be overwritten after every backup you perform Restoring data from MobileMe Select File gt Revert from MobileMe Process will automatically access MobileMe Note When performing Revert all your local data in Process will be overwritten and will not allow a recovery Process User Manual Contact Us Thank you for using Process If you have any problems with the application please visit our Web site at www jumsoft com support or send an e mail to info jumsoft com For more information about Jumsoft products and services visit our Web site at www jumsoft com or e mail us at info jumsoft com The Jumsoft team http www jumsoft com
5. The Smart Project will contain only tem Name contains expenses l ce pe the items that contain expenses In All of the EE their name and whose status is not 8 Completed All implies that only are true Item Status Is not Completed entries corresponding to all listed criteria will be included Process User Manual Items items Overview 21 01 2010 08 02 2010 01 03 2010 01 04 2010 03 05 2010 O 26 02 2010 08 10 2010 15 02 2010 01 03 2010 01 06 2010 Item editing is the most important Process function These Items represent your tasks your ideas your notes and whatever else is necessary to successfully complete your project Process features three types of item status Completed The item has been completed and its check box has been checked A completed item may be automatically moved to the Archive if you have selected this option in Preferences gt General Pending The item is in progress and Its check box has not been checked e Hidden The item is classified as neutral and its completion status is not included in the Progress Bar report To filter terms by keyword or search for a specific item use the Search field at the bottom of the window 28 42 Process User Manual Items Editing Items Adding an item Select the appropriate project
6. User Manual Sources Sources Overview E Y E Templates e 04 01 2010 ET EP Jumsoft 2012 LJ All in One Business Packs 2602 2010 04 01 2010 Today Giedrius O All day EE Money 4 0 0 Aperture anamen 4 20 05 2010 Ee 03 08 2010 Giedrius Start 20 05 2010 14 59 S 8 Keynote Quartet 2011 EE y 05 2010 IE a ies DU Keynote Animations FX T T Today Due 01 09 2010 14 59 ES Relationship 2 0 C Keynote Backgrounds FX Today Martynas MA EZ Relationship 2 0 C Keynote Objects FX Today Rust y SMART Y Keynote Stills Today Martynas anes Very Smart Project C Keynote Themes FX 0104 2010 04 01 2010 01 03 2010 Martynas Y SHARED Mail Stationery 4 0 08 10 2010 04 01 2010 01 09 2010 Martynas Style defaults 4 y ARCHIVE L Numbers Templates Lo 04 01 2010 Martynas B Money 4 0 C Pages Templates 6 0 0104 2010 04 01 2010 24 02 2010 Martynas f Jumsoft si E Pages Templates Expert al o N 08 02 2010 04 01 2010 21 01 2010 Martynas LJ iWeb Themes 20 C 08 05 2010 04 01 2010 01 04 2010 Martynas D Untitled tem Yesterday Martynas vi V Software 04 01 2010 Martynas Z 7 Money 4 0 15 02 2010 04 01 2010 01 01 2010 Martynas C Money for iPhone 2 0 0103 2010 04 01 2010 01 01 2010 Martynas L Operation 2 0 0110 2010 04 01 2010 01 07 2010 Martynas gt L Process 4 0 Si 01 06 2010 04 01 2010 15 03 2010 Martynas 5 Process for iPhone Er 01 06 2010 04
7. 01 2010 15 03 2010 Martynas Item M Priority V Due V Alarm V Edited 32 08 Outlook 2000 2003 Express Created Send 15 65 Yahoo Mail Y Start x 15 35 Hotmail C Source 7 55 Outlook 2007 v M Contact 6 36 W Apple Mail 3 V Martynas 5 51 Gmail Y Giedrius 3 41 Phone 2 0 1 90 Apple Mail 2 Project started 04 01 2010 1 72 Lotus Notes 6 7 ann 1 66 Phone 3 0 Done items 0 Undone items 24 wr x Sources in Process are documents that are linked or attached to items Each of your ttems has a default Notes source that you can edit without attaching or linking to any other document You can view all sources of an item in the Source List after selecting the Item If you want to work with a source attached or linked to a shared project item you will must first click a little download button when you are finished editing you must click an upload button Difference between linked and attached sources e When you attach a file it is actually copied to your Process document file This is recommended for sources of shared projects e When you link to a file even though you can access it in Process it is still located on your Mac hard drive only it is not copied to the Process document file Recommended for very large files 35 42 Process User Manual Sources Editing Sources Adding a f le source 2 3 Or Select an Item Ctrl Left click on the Source List and select Add Source
8. This Preferences section also allows you to create new labels 32 42 Process User Manual Columns Columns Overview MEEN E LJ Allin One Business Pade G 0401 2010 Jim LJ Aperture Themes30 lt lt L Keynote Objects FX LL Keynote Themes FX gt Z gt WOO 1000 LY TU 0 3 OO EP IAN GIA 04 01 2010 Johnny _ All in One Business Packs 120 C Keynote Objects FX _ Keynote Themes FX Y Keynote Quartet 2011 ee 01 09 2010 04 01 2010 Kelly 4 01 2010 Process comes with a number of handy default columns for structuring your work which you can organize in Outline View according to your needs Default columns Item This is where you type ideas tasks specific details about yur work or anything you consider relevant Priority This column allows you to assign a color coded priority status to an item Just drag the cursor to move the priority line forward or backward to assign one of the available priority levels Very High red e High yellow Normal green e Low blue Very Low gray Start Here you can specify when to begin an items task You can set start dates in the Inspector e Due Date A due date can be displayed for each Item You can set due dates in the Inspector e Alarm A little red circle appears here if an alarm has been set for the Item e Modified Shows when an item was last edited Edited A little red blob automati
9. ey a ws gs ge pn ee 34 Ele RE ee ee er ee ee ee ee re 35 Sources SOURCES OVET VIEW coreano te kes bau hos po se ees been od see des 36 MS OOS AE N N AR EE eataunggeneseneaereyins 37 Inspector paa SE RE RR EE once pee EE 38 Ka ees tees AAR ata toda been EO EE EE eN 39 Security PASS ie ie N EE EE EE 40 8 le HI N N OE OE EE OR eden 4 Contact Us Thank you for using Process 0 ccc cece ee cee ee ee ee ei 42 Process User Manual Getting Started Overview Welcome to Process This manual will help you find your way around the Process application Whether you have just downloaded Process for the first time and are looking for a way to get started or have been using the tool for several years but still would like some expert tips this guide will help you make the most of what Process has to offer and turn complicated task management into a straightforward and trouble free venture First let s begin with a few notes about how to use the Process User Manual The Table of Contents page contains a brief overview of the manuals contents allowing you to browse through the chapter headings and page numbers Click on the page number to quickly access a topic Use the search function in your PDF viewer to find a specific topic you would like to learn about e g smart project or labels If you are reading this manual in PDF format you can use the hyperlink function to quickly jump to another section for more informati
10. hS ber is Grouping a number of items makes them subordinate to a newly created item e g Order a cake Get cheese and Choose wines can be grouped under a new category called Birthday catering Grouping items Select several terms by holding Cmd 2 Select Action gt Group or Ctrl Left click on the items and select Group 3 To ungroup select the group s parent tem and choose Action gt Ungroup or Ctrl Left click on it and select Ungroup Process User Manual Items Styles Choosing the default item styles Select Process gt Preferences gt Styles 2 lo change the default formatting style of the main level items click on the color box to open the Colors sheet and on the font or size to open the Fonts sheet 3 For the default styles of lower subitem levels click the button and repeat step 2 4 To remove a default style click the button Choosing a style for a selected item or text in Note View Select Format 2 Choose one of the six pre entered styles Or Open the Styles drop down box in the Inspector 2 Choose one of the six pre entered styles Creating a new style Select an item fow which you are creating the new style Select Format gt Font gt Show Fonts Adjust font size color etc and close the Fonts sheet Select Format gt Creat Style from Selection and choose a name for the new style Check Show Preview in Menu to li
11. views can also be adjusted manually Outline View Displays a list of Items assigned to a project To put the items in order click on the header of an appropriate column once or twice depending on the order desired e To select columns to be displayed check their boxes in the Column List e To rearrange columns drag the column headers left or right e To adjust the width of the columns drag the separator line between two headers left or right Note View Displays selected notes or source content of a particular item 8 42 Process User Manual Getting Started Source List Lists notes and sources of a selected Item To add a new source click Ctril Left gt Add Source or simply drag a document from Finder onto the Source List Project List e Displays lists of your various projects regular smart shared and archives To show or hide the lists click the disclosure triangles e To open a project in Outline View click on it in the Project List Column List e Lists various options of Outline View columns prority due alarm etc To add or rename a column select one of the existing columns and click on the Action button in the Project Editor Inspector Contains three sections e Calendar Lets you indicate the start and due dates of an item as well as set an alarm This feature is crucial for syncing with iCal Styles A place to choose one of the six standard styles to format y
12. you may wish to organize and access items that exist in more than one project Smart Project allows you to gather and automatically update information from all other projects based on the criteria you specify Creating a Smart Project Select File gt New Smart Project or Ctrl Left click on the Project List and choose New Smart Project 2 Choose a name for the project 3 Choose the criterion by which items should be selected e g project name tem status due date etc lo use more than one criterion click the button The selection of criteria Is presented in the following way All Any of the following are true Variable Variable 2 Variable 3 if required field to enter a keyword Check Include items from Archive if approriate Anytime you select a Smart Project you will automatically be shown updated information based on the criteria you have chosen lo change the criteria of a Smart Project Ctrl Left click on its icon in the Project List and select Edit Smart Project 25 42 Process User Manual Projects Smart Projects Criteria Variable Variable 2 Variable 3 if required contains does not contain begins tam Name with ends with is equal to E T Completed Pending Mixed Hidden Project Name is is Not list of projects Sei is is not is higher than is lower None Very Low Low Normal Oy than High Very High Label is is Not list of labels is today is yesterda
13. Allows everyone on the same computer network to work on designated Process projects simultaneously Uses the Bonjour application You can set up as many projects of each type as you wish as long as you name them appropriately to avoid confusion For example if you are working on two marketing plans for AnyProduct and SomeProduct tt would make sense to create two separate projects in Process and name them using the product names In addition if your third task involves estimating total advertising expenses for the upcoming year you can create a Smart project that gathers advertising cost information from the two planning projects The Shared section of the Project List displays the projects that other members of your computer network are sharing with YOU Jumsoft 2012 Did Y N i z V k E Poe 3 w A que Y gt P k L Tog dm od Ww Pi y us A g Ie lt d N gt a a q v y E K K a d U Ue bn Ea K PAY h Y 74 A a j J d U X j Te p gt MEE um de A 7 S U E WE so x c LS x LAN in LS N W9 ye sciouzpib 5 0 22 42 Process User Manual Projects New Project New Project Y Templates 410172010 o 401 2010 C Pages Templates Expert 4101 2010 Pe EE _ Pages Templates 6 0 C Web Themes 2 0 4 01 2010 7 MA 2010 4101 2010 401 2010 O C Mail Stationery 4 0 m v Software soono S Woney 0
14. ETE O TR m Money tor iPhone20 wang OO OL Pae eaa AN EE ET Er Fw HDD Pa N OE OIEDIA CHE vw Creating a new project Select File gt New Project Ctrl Left click on the Project List gt New Project Click the button in the Project Editor Ctrl Left click on the Project List gt Duplicate Project to create a new project based on the column structure of a selected project New Project options Title Author Password lype the optional password to protect the project so that no other user of your Mac is able to view tt Icon To illustrate a project in the Project List drag a picture from Finder onto the Icon field or double click the field to select an image file on your hard drive Notes Important notes for your project These are not the same as the Item notes displayed in Note View and can be accessed only when editing the project information Shared Project Bonjour Check the box if you want to automatically share the newly created project on your computer network When the project is created it appears in the Projects section of the Project List You can select it and start adding items 23 42 Process User Manual Projects Editing and Sharing Projects Changing project settings Select the project whose settings you want to change 2 Ctri Left click on the Project List and select Edit Project or Rename Project 3 Change any settings as necessary 4 Click OK to apply and save you
15. cally shows up here if any text pictures or graphics have been assigned to the item in Note View Created Shows the date when the item was created e Source Go here to select any document that has been attached or linked to a particular item 33 42 Process User Manual Columns Editing Columns Adding a column 2 ES Ctrl Left click on the Column List Select Add Column Double click on the newly created untitled column to name it If you want the new column to include a pop up selection in each cell Ctrl Left click on tts name in the Column List and select Add Pop up You can create as many pop ups as you wish Double click on the pop ups to name them Choosing columns Check boxes of the columns you want to see in Qutline View Each project can have a different column structure lo avoid having to adjust the columns in a new project you can copy an existing projects column structure by selecting the project and choosing File gt Duplicate Project or Ctri Left clicking on it and choosing Duplicate Project Adjusting columns in Outline View lo rearrange columns drag the column headers left or right To adjust the width of the columns drag the separator line between two headers left or right Vo OO OOOO V Priority V Due V Alarm V Edited V Created _ Modified V Start Source Y V Contact V Martynas V Giedrius V Rust Lua A Clequine Process
16. eparate project Indenting an item makes it subordinate to the item immediately above it in Outline View This way you can create several Item sublevels however If you have more than three hierarchy levels in one project you might want to consider splitting the main level tems into separate projects Indenting an item Select the item in Outline View 2 Select Action gt Indent or Ctrl Left click on the ttem and select Indent _ Templates _ All in One Business Packs _ Aperture Themes 3 0 v _ Keynote Quartet 2011 _ Keynote Animations FX _ Keynote Backgrounds FX _ Keynote Objects FX om Keynote Si _ Keynote Themes FX _ Mail Stationery 4 0 _ Numbers Templates _ Pages Templates 6 0 _ Pages Templates Expert _ Web Themes 2 0 IMAD pewse SH 39002 61 0 9102 EYDAI 30 42 Outdenting an item Select the sublevel item 2 Select Action gt Outdent or Ctrl Left click on the item and select Outdent 3 If the item was previously included in a list of subitems all subitems below in the list become subordinate to the newly outdented item v _ Templates _ All in One Business Packs _ Aperture Themes 3 0 v _ Keynote Quartet 2011 _ Keynote Animations FX _ Keynote Backgrounds FX _ Keynote Objects FX 8 _ Keynote Themes FX _ Mail Stationery 4 0 _ Numbers Templates _ Pages Templates 6 0 _ Pages Templates Expert _ Web Themes 2 0 MED 15 50
17. from the Project List 2 Click the Add button in the Item Editor or select Action gt Add Item 3 Double click on the newly created Untitled Item to name tt Note f you prefer using keyboard shortcuts to create new items you can set Process so that new items are added by pressing the Return button on your keyboard lo do it select Preferences gt General gt Control Editing item information Double click on a relevant cell in the term row 2 Edit the cell as appropriate 3 Once you have finished editing the item you can set it by pressing Escape to stop editing rt Your most recently edited tem remains selected though Note Some default columns are filled automatically for each item others can be edited in the Inspector Formatting an item Select an item or a single cell in an tem row 2 Select Format to change the items font size alignment etc apply one of the default styles or create a new one and more Moving an tem To move an item or a group of items to another project drag and drop it onto any project icon in the Project List To copy an item or a group of items to another project do the same while pressing the Alt key on your keyboard 29 42 Process User Manual Items Indenting and Grouping The items in a project can be organized hierarchically This is useful for keeping track of complicated projects or breaking tasks into smaller tems without creating a completely s
18. iliar a aae eoe l Displays all ttems assigned to a particular project along with selected Project S3 information about them T Allows you to gather and automatically update information from all i other projects based on the criteria you specify aa Shared Project Allows you to share your project with your network via Bonjour fala Archive Contains completed projects Notes Allows you to add notes to selected items Process User Manual Getting Started Main Window Project List gt a Geet ee ET OE C Pages Clipart 6 0 01 03 2010 04 01 2010 Q All day Keynote C Keynote Themes Expert 04 01 2010 Start 20 05 2010 14 59 EE Buro m Due 01 09 2010 1439 S Outline View Baat gt E sa nome seve tte 2 Inspector a T gt sms 94 01 2010 Source List Note View T As easy on the eyes as it ls to use Process 3 gives you the freedom you need to be creative and the flexible framework you need to get things done all from one versatile window Brainstorm Organise Schedule Plan Coordinate Collaborate Column List gt Ye Item Editor EE ed ae ao EZ Undone items 23 Project Editor SE Ca TEER The main window of Process contains several sections that you can choose to show hide expand or collapse by exploring the View menu The separator line between Outline and Note
19. item to another project Allows changing status of an item Assigns a colored priority bar to the selected item Assigns a colored label to the selected item do N oo a XG LOG Process User Manual Getting Started View Menu Keyboard Expand Outline View Expands Outline View hiding Note View dO Expand Note View Expands Note View hiding Outline View AN Expand Group Expands the subitem list of a selected group 369 Expand Groub Completely Expands all sublevels of a selected group N89 Expand All Expands all sublevels of all tem groups in Outline View AG Collapse Group Collapses the subitem list of a selected group 360 Collapse Group 2 Completely Collapses all sublevels of a selected group Y 950 Collapse All Collapses all sublevels of all tem groups in Outline View A 30 Columns Allows managing the Column List Sort By Allows choosing an order for sorting items aiia Shows hides the Source List between Outline and Note views C S Sources Show Hide Projects Shows hides the Project List on the left dP oo Hide Shows hides the Column List on the left Columns Show Hide _ Inspector Shows hides the Inspector on the right N ael 15 42 Process User Manual Getting Started Window Menu Keyboard Shortcut Minimize Minimizes the Process window 38 M Zoom Increases the Process window to the maximum Brings all Process windows on top of othe
20. l ar oda Gal iMovie R y 2 Mozilla P e esterd n boeie EE 1 2 Photo Booth Pon Il Kaa L La K 1 war YEZ xL Ce mora 7 x b If for some reason you would like to access your Process database it is located at your User s Library gt Application Support gt Jumsoft gt Process If you get a new Mac and wish to move your Process database from the old one to the new one simply transfer the entire Library or copy the Jumsoft folder to the Application Support folder in the User s Library of your new Mac Process User Manual Projects Projects Overview Process Is all about handling a number of projects divided into smaller items You can create separate projects for anything from a department re structuring plan to a surprise birthday party for your partner Projects are the first thing you need to set up in Process to begin using the application All your projects are kept at the top left side of the window appropriately named the Project List You can either keep them hidden under the Projects smart and Shared names or press the disclosure triangles to see the full lists Basic types of projects Simple A general project type that can be used for multiple purposes It can be divided into a virtually unlimited number of items you choose to create e Smart Allows you to gather and automatically update information from all other projects based on the criteria you specify Shared
21. leted Marking a parent item as completed transfers it to Archive together with all subitems To remove completed items from the Archive folder select one and drag it onto the appropriate project in the Project List Process User Manual Security Password Use password protection feature to secure your Process database If you share your computer with other users you may be concerned that they can access your task management records You will be pleased to know that Process provides simple password protection to lock your sensitive data against unwanted visitors Enabling password protection Select Process gt Preferences gt Security 2 Click Set Password 3 Enter and confirm the password in the sheet that appears The next time you try to open Process the password field will appear Enter the password and press Enter Return Disabling password protection Select Process gt Preferences gt Security 2 Click Remove Password 3 Enter the password in the sheet that appears 40 42 Process User Manual Security Backup One of the best ways to protect your Process data Is to back it up regularly Process makes it very easy to back up your data to your MobileMe account If you do not have a MobileMe account you can learn more about it on Apple s Web site Backup to MobileMe Select Process gt Preferences gt Backup 2 Check Enable MobileMe Backup 3 Select File gt
22. matting styles and an Style default option for creating new ones Statistics Displays progress information for a selected project Project started 04 01 2010 mms Completed items 6 Pending items 18 b6UQIUA few TO Process User Manual Inspector iCal Synchronization Cal technology is now very tightly integrated into Process making Cal your main calendar Process automatically synchronizes due dates start dates and alarms with Cal each time you change something Similarly Cal immediately sends settings back to Process If something is edited After an Item is created you can make pretty much the same settings as you would in Cal by using the Inspector You can change the way your items are synced with iCal By default Cal will see your items as events but if you would like to see them as to do items instead you can choose this option in Process gt Preferences gt Calendar Process User Manual Projects Archive One of the newest possibilities in Process 3 is to archive your completed items It allows you to keep your completed items to work on or just to view again in the future Items labeled as completed may be placed in the Archive folder automatically Moving items to Archive Select Process gt Preferences gt General gt Archive Check Move completed items to archive 2 Now items will be automatically moved to Archive after you mark them as comp
23. names of existing labels the default names are simply the colors of the labels and to create new ones e Update This section allows you to search for available updates and displays them You can choose to automatically check for updates at startup e Backup This enables your data backup on MobileMe e Security Here you can set a password to secure your Process database Every time you start Process you will be asked to enter the password 18 42 Process User Manual Getting Started General Preferences The General section in the Preferences sheet gives you a number of options for controling the way Process looks and operates View The default look of Outline View includes grid lines separating columns and rows as well as alternating background colors in rows Click Off to remove the vertical and or horizontal grid lines or the alternating background colors Click on the color boxes to change the grid and or background colors Control The following keyboard shortcuts are available Pressing Return creates new Item e Pressing lab indents tem e Pressing Escape stops editing Item Transfer You can choose to remove all entries of an item that has been transferred to one or more other projects when It is deleted from one project Archive You can choose to automatically move completed items to the Archive Other e Choose the size of the Project List icons and text font Choose whether t
24. o keep or delete unshared projects Select frequency of autosaving The default Autosave option is None to change it use the pop up menu and mark the apprpriate time interval e Choose the style for notes 19 42 Process User Manual Importing and Exporting Formats and Procedures y PROJECTS E Jumsoft 2011 BE Keynote PRO Line C Pages Templates Pro ER All in One Business Jumsoft 2012 Select the format to use so others can view or work with your project Process 3 document Creates Process 3 document that can be imported to another Process 3 1 lt O All day Start 04 02 2010 14 59 EB Due 01 03 2010 14 59 amp Alarm None OPML BE Smart Project Creates OPML document that can be viewed and edited with majority Y SHARED outliners on different kinds of computers Macs Windows etc J y ARCHIVE O OmniOutliner Document x d Style default 3 l Keynote PRO Line Creates a OmniQutliner document that can be viewed and edited OmniOutliner O HTML Creates a document that can be viewed with web browser O RTF Creates a document that can be viewed and edited with text editor ogo update Pu Item M Priority Due M Alarm M Edited Created C Modified C Start C Source Y _ New Column 1 V Popup 1 Project started 04 01 2010 M Popup 2 o V Popup 3 Done items 0 Und
25. on on the topic lo do so look for underlined phrases and click on them Minimum System Requirements Mac OS X 10 5 Leopard or later 512 MB of RAM 5 MB of hard drive space Note You must purchase Mac OS X 10 5 Leopard if you are upgrading from an earlier version Updating Mac OS X 10 5 to the latest version Choose Apple menu gt Software Update A dialog box appears listing new or updated software avallable for your computer 2 Follow the onscreen instructions to update Mac OS X to the latest version 4 42 Process User Manual Getting Started Installation and Help Installation Process Download the Process application from our Web site http www jumsoft com process 2 Once the download is completed move the Process icon from the Downloads folder to the Applications folder 3 Open your Applications folder and drag the Process icon onto your Dock to keep it there for easy access 4 Click the Process icon on your Dock to launch the software Help documentation Process Help Click this option to open Process Help the built in documentation for the application Search for answers to your questions or browse through the categories for information on every detail of the software If you prefer a printable version of the documentation you can download the Process User Manual in PDF format from our Web site httb www jumsoft com process Process User Manual Getting Started Registra
26. one items 24 TSTST EIR EL ur FTP Importing Process can import several file types all you have to do is open the file by selecting File gt Import You can view files in OPML OmniOutliner and Process 3 Document formats Exporting Process can export to a variety of formats OPML HTML OmniOutliner RTF TXT and of course Process 3 Document Just select File gt Export and choose whichever format you need Note that when exporting Process will create a new copy of your document in the selected format leaving the one on your screen as It Is Process User Manual Importing and Exporting Process Database Cao PU FT oe E Money gt 3 Operation K e Desktop 3 Address Book Plug Ins gt E CrashReporter Nor PUE l 7 Cultured Code 7 Dashcode 7 eSellerate 3 Downloads gt N Assistants 3 Audio Process E Relationship K P K K K Movies gt E Autosave Information gt R E Music gt N Caches gt l S Pictures EN Calendars F d Public B ColorPickers P Ga F er 7 Recycled gt S Colors e GQ died Kle 4 R Sites ET Colorsync r Ga asie R Desktoy S Users g nait il iufeMediagrowser C PP E Documentation r E iLifeslideshow l T J Favorites q E iPhone Simulator gt aes E FontCollections gt E iweb i ae a Fonts gt al Work P 7 Icons e me 7 Images gt S Mai
27. our Items or create a new one e Statistics Displays progress information for a selected project Project Editor e Allows you to add edit duplicate and share your projects show hide the Column List and edit Outline View columns Item Editor Allows you to enter edit label duplicate and prioritize your terms add new sources change item styles and show hide the Inspector 9 42 Process User Manual Getting Started Process Menu About Process Preferences License Services Hide Process Hide Others Show All Quit Process Keyboard Shortcut Displays version and copyright information Allows modifying various preferences general calendar styles labels update backup and security Allows entering the license code after purchasing the application Displays a list of various applications and features e g Mail Skype TextEdit etc Hides Process 96H Hides all open applications except Process EH Shows all open applications Closes Process Q Process User Manual Getting Started File Menu Keyboard New Project Creates a new project DOEN Duplicates a selected project structure does not include the 4 gt 38D Duplicate Project project items Mes Creates a new Smart Project ARS Close Closes Process 36 W Save Saves any unsaved changes S Edit Project Allows changing project title author notes etc OFI Share Project Allows sha
28. r applications Bring All to Front windows When checked puts the main Process window on top of other Process windows e g Preferences Process User Manual Getting Started Help Menu Keyboard Shortcut Provides a shortcut to any action in Process Type a keyword for Search the action you are looking for and Search will list all relevant actions Process Help Opens Process Help Quick Start Guide Opens Process Quick Start Guide License Agreement Displays the license agreement for Process Lists new features of the current and previous versions of Release Notes p OGESS Send Feedback Opens a blank e mail to info jumsoft com Process User Manual Getting Started Preferences Software update checks for new and updated versions of Process __ Automatically check for updates at startup Last checked 15 02 2010 13 40 The Preferences sheet can be found by selecting Process gt Preferences It contains seven sections General Here you can customize the appearance of Outline View and the Project List select several keyboard shortcuts for routine actions as well as adjust transferring archiving and autosaving options Calendar This section allows syncing your items with Cal automatically Styles Here you can indicate default styles for each item level Labels You can mark your items with different colored labels This Preferences section allows you to edit the
29. r changes Sharing a project Select the project you wish to share 2 Ctri Left click on the project and select Share Project 3 A tiny Bonjour logo icon will appear next to the icon of the project It means that this project is now visible to all Process users on your network and that everyone is able to work with ttems within the shared project The master file of the shared project however remains located on the originating Mac 4 To stop sharing a project Ctri Left click on its name in the Project List and select Unshare Project There is one difference between shared projects and simple projects however If you want to work with a source attached or linked to a shared project item you must first click a small download button when you are finished editing you must click an upload button Note he projects you share appear under the Projects section just as the regular ones Meanwhile the projects shared by others are displayed under Shared Deleting a project Select the project you wish to delete 2 Ctri Left click on the Project List and select Delete Project 3 If you accidentally delete a project choose Edit gt Undo 24 42 Process User Manual Projects Smart Projects sma Poe Name SR Contains items which match any 27 of the following conditions ItemName sp contains a C include items from Archive Cancel oK When working with a number of different projects
30. ring a project Import Imports data from a file on your hard drive Export Exports data to a file on your hard drive SE reds Performs data backup to your MobileMe account ON Loads data from a backup file on your MobileMe account MobileMe Work Offline Allows working with saved Web sources offline Page Setup Customizes specific printer options OLP Print Prints a selected page P 11 42 Process User Manual Getting Started Edit Menu Undo Redo Cut Copy Paste Paste and Match Style Delete Select All Find Spelling Special Characters Keyboard Shortcut Reverses the effect of the last action made Choose Undo repeatedly to step back through all changes made Restores the action that was undone Choose Redo repeatedly to redo all recent Undos until the Undo list is empty Removes the current selection and inserts it in the Clipboard Makes a copy of the current selection for the Clipboard Inserts the contents of the Clipboard at the insertion point Inserts the contents of the Clipboard at the insertion point and matches their formatting style with the one of the pasting destination Deletes the current selection trom your document Selects all entries in Outline and Note views Allows finding and replacing text in selected entry box Opens the spelling and grammar window Opens the special characters window Z DEZ 36 X 36 C 36 V MGV IEA XBT
31. st the style in the Format menu UI wN Removing a style Select Format gt Styles 2 Click Delete to remove a selected style To choose the pre entered styles you want listed in the Format menu and in the Inspector select Format gt Styles and check the appropriate boxes 31 42 Process User Manual Items Labels v PROJECTS BB Jumsoft 2011 ye O All day EE Keynote PRO Line EB All in One Business Sart None S Jumsoft 2012 Due None H Y SMART EE Smart Project Y SHARED S rat 5 NEE sye a l Keynote PRO Line 01710 2010 0401 2010 o e Yesterday gt ogo upaate Y Alarm M Edited M Created _ Modified O Start C Source Y _ New Column 1 V Popup 1 Project started 04 01 2010 V Popup 2 A Y Popup 3 Done items 0 Undone items 24 rr y Process features a system of colorful labels to make it easier to categorize and work with the variety of items you may accumulate in any given project You can attach a label color to any item or Item group For example red might indicate a very important tem or group of items and gray could signal those of low significance Attaching a label Select the entry you want to mark 2 Select Action gt Label 3 Choose the appropriate color To change the names of the colored labels select Process gt Preferences gt Labels The default names are the names of the label colors
32. tion Info Please Purchase Your Process 3 License Purchase of a Process 3 license allows you to add and handle an unlimited number of projects and items indefinitely and of course enables Jumsoft to continue cooking up great new software feasts for your Mac The demo provides you with a fully functional version of Process 3 that you can experiment with and use Although it includes everything that a licensed copy has the demo version will expire 15 days after you launch it for the first time Coy 1 DIA ESEJ FUISL FICELU E RMA Each time you launch Process in trial mode you will be encouraged to purchase the full version Purchasing the Process 3 license allows you to add and work with an unlimited number of projects and items and of course enables Jumsoft to continue creating great new software for your Mac If you decide to purchase one or more copies simply visit our Web store at www jumsoft com store or select Register from the File menu and click on Buy Process If you already have your license code choose License from the Process menu click on Enter License and enter your license code Click License Now and you re done Your Process records will be unaffected Note A license code Is the equivalent of a serial number Process User Manual Getting Started Interface Process has several functions you will be using on a regular basis hey make up the interface with which you will become most fam
33. y is before today is after today is this week is last week is this month is next Bue Deir month is this year is next year is the date is before the date is after the date is in the date range is today is yesterday is before today is after today is this week is last week is this month is next Date Created month is this year is next year is the date is before the date is after the date is in the date range is today is yesterday is before today is after today is this week is last week is this month is next Date Modified month is this year is next year is the date is before the date is after the date is in the date range 26 42 Process User Manual Projects Variable Variable 2 Variable 3 if required is today is yesterday is before today is after today is this week is last week is this month is next Start Date month is this year is next yearlis the date is before the date is after the date is in the date range tem Source extension Is extension is not contain do not contain begin Comments with end with are equal to Examples of Smart Projects Criteria tee O vars xerverd pets is this The Smart Project will contain only Due Dre week the items that are due this week or Any of the he oe a whose priority is higher than normal following Is Hee ie Any implies that items true aa is higher Priority Normal corresponding to at least one of the than a listed criteria will be included
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