User manual FRANKLIN FRANKLIN PLANNER FOR OUTLOOK

[. . . ] Franklin Planner TM for Microsoft® OutlookTM 98 and 2000 User's Guide 23030UG License Agreement and Copyright Information Important!You must exit Microsoft® OutlookTM before installing Franklin PlannerTM software. Franklin PlannerTM for Microsoft® OutlookTM License Agreement By breaking the seal on the Software diskettes or CD-ROM, or installing, copying, or otherwise using this software product, you agree to be bound by the terms of this software license agreement. If you do not agree to the terms of this license agreement, you are not authorized to use the software product and must promptly return the package to the place where you obtained it. Purchaser's License Franklin Planner software is protected by copyright law and international copyright treaty. The Franklin Planner for Microsoft Outlook computer program ("Software") is licensed, not sold, to you. [. . . ] After Franklin Planner for Microsoft Outlook is installed, you will be prompted to register your new software. We recommend you register immediately--once you register Page 18 you'll be notified of product updates, new products, and become eligible for technical support. You have several options for registration: OE Internet using my Web browser. This option takes you to the Franklin Covey web site and register online. Note: Do not use this option unless you have already set up your computer to connect with the Internet through a local area network (LAN) or through a modem line. . You will fill in a form with registration information, then be given the option to send the form to Franklin Covey via your e-mail system. Note: Do not use this option unless your e-mail system is already set up. You will fill in a form with registration information, then be given the option to send the form to Franklin Covey via your modem. You will fill in a form with registration information, then be given the option to print a form that can be faxed to Franklin Covey. You will fill in a form with registration information, then be given the option to print a form that can be mailed to Franklin Covey. OE OE 16. From the Registration screen, click Next and follow directions. Depending on the registration option you selected, you will be presented with different options. When you are Page 19 finished with registration, you will be taken to the Completed Registration screen. From the Installation Complete screen, click Finish. The Franklin Covey product installation screen will remain displayed until you click Exit. Starting Outlook After Franklin Planner Installation 1. The first time you start Outlook after installing Franklin Planner for Microsoft Outlook, the Welcome to Franklin Planner for Microsoft Outlook screen appears. Click topics for other screens Click Close when finished 2. The first screen (in a series of three) tells you what features were added to your Outlook installation. To learn a little more about What Matters Most or Franklin Planner, click the topics in the left column. Click Close when finished. Important: The Welcome to Franklin Planner for Microsoft Outlook screen appears only the first time you start Franklin Planner for Microsoft Outlook. If you want to view it again, you must look for it on your installation CD and run it from there. You will find the file, called START. EXE, in the root directory of the installation CD. Uninstall Franklin Planner If you need to uninstall Franklin Planner for Outlook, follow these simple steps: 1. From your Windows taskbar, choose Start, Settings, Control Panel to get to the Control Panel. Double-click Add / Remove Programs. Page 20 3. Select Franklin Planner for Microsoft Outlook and click the Add / Remove button. 4. In the Setup Type screen, you can choose to reinstall Franklin Planner for Outlook, or uninstall the program. The Setup Status screen shows the progress of the uninstallation process. You may be prompted to remove certain unused shared files, which you can choose to delete. [. . . ] As a result, you schedule an appointment with Franklin Planner just as you would with Outlook. The only difference is that Franklin Planner adds a tab to the Appointment dialog box that lets you assign the appointment to a Time Matrix quadrant and view any long-range goals the appointment may be linked to. To access the Franklin Planner tab, you must create the appointment from the Planner menu by choosing Planner |New |Appointment. Page 43 V OE OE OE For more information on scheduling appointments, see the following online Help topics: Adding an Appointment The Time Matrix Microsoft Outlook's online Help. As a starting point, open Outlook's online Help, click the Index tab, and type "appointment. " Create a Master Task List The Master Task List (MTL) is a "holding bin" for important tasks that you don't want to forget but that you haven't yet placed on your PDTL or appointment schedule. [. . . ]