Introduction

In this tutorial, Tony Holowitz shares a helpful tip for effectively managing meetings and phone calls using Handheld Contact. He demonstrates how to use the calendar and task list features to streamline the organization of different activities. By filtering out unnecessary information, users can focus on their essential tasks and optimize their handheld contact experience.

Types of Activities: Meetings and Phone Calls

Tony begins by discussing two primary types of activities: meetings and phone calls. He explains that these are the activities he predominantly uses in his office and will focus on throughout the tutorial.

Using the Calendar

Tony accesses his calendar to showcase how meetings and phone calls appear. He highlights the small lines on the calendar that represent phone calls scheduled for the day. However, he finds it a bit awkward to work with phone calls directly on the calendar.

Introducing the Task List

To address this issue, Tony introduces the task list feature. He scrolls up and down the task list, where all his meetings and calls are conveniently displayed. By clicking on the “lightning bolt” icon, he demonstrates how to customize the task list to show only phone calls.

Customizing the Task List

In the options menu, Tony selects to display only phone calls and deselects other activity types like meetings and appointments. He emphasizes that this filtering process allows users to focus solely on phone calls within the task list.

Benefiting from the Customization

After applying the customization, Tony navigates back to the task list and points out that it now exclusively shows phone calls. He finds this approach more efficient, as he can easily access phone call details and make calls directly from the task list.

Preferences and Settings in Handheld Contact

Tony briefly mentions that Handheld Contact offers various preferences and settings to customize the user experience further. These settings can be adjusted to dictate what appears on both the calendar and task list.

Conclusion

In conclusion, Tony emphasizes that using the calendar to display meetings and calls, while utilizing the task list exclusively for phone calls, is an effective way to manage Handheld Contact. This approach allows users to streamline their task management and access crucial information with ease. By making use of the customization options, users can enhance their handheld contact experience and stay organized effortlessly. Thank you for watching this tutorial, and have a great day!