14 Options That Helps You Manage Information Better Part One

When you are using EfficientPIM to organize information, there are some functions that you might not have noticed which are really helpful.

1.Showing entries in several days(in Today, Events and Tasks modules)

At the middle of the left panel in Today module, you will see the option Show entries in these days, click the small dropdown button then you can select any one you want or type in a number manually. It will display all the tasks and events that will occur over that number of days starting from today’s date. If the default number does not suit you, just go to Tools>Options>Today to change it.

In the Events and Tasks modules, middle left panel, you will find options like All, Current week/month, Overdue/Not overdue and so on. Sometimes if you can not find entries, you should check if you have turned on the wrong one by mistake.

2.Include tasks

In the calendar module, in the same left panel, you will see an option Include tasks. By default, only your events will be displayed in the calendar view, so if you want to display tasks as well then tick the check box.

3.Drag and drop

In calendar module, you can drag the events or tasks to any date you want. Besides that, you can also shorten or lengthen the time period by dragging the entry.

4.Card view

In this program, there are two views for all the entries, they are card and table views. The second one is the default, if you want to change to the other one, move your cursor to View>Card View.

5.Activities/Related contacts

After you add a new task, event, note, diary entry, or password to a related contact, you can find all the activities at the contact’s edit window.

6.Copy to group

You can set an entry to show in multiple groups, and you can copy an entry to a group instead of using copy and paste. To do that just select the entry, then click Edit>Copy to group.

7.Date & Group view in Diary module

In the diary module, when you add a new entry, it will generate a group by date automatically. So when you are in the date view, you cannot create a new group by right clicking the space, but you can add one by clicking Actions> Group>New group, or change to group view first at the toolbar then create a new group. The groups you created will only be displayed in the Group view.