Using the Calendar

Calendar events allow you to specify dates and times when a task should occur. The iPhone edition of Life Balance includes an integrated calendar for scheduling events. Once on the calendar, you can specify a time and duration for the event, create a repeating schedule, and add notes to the event.

Not all tasks need to be scheduled using the calendar. One-time deadlines can be set directly in the Task Details for a task using the “by Due Date” setting, and repeating tasks that do not have to happen at a particular date and time can be set to happen “Routinely”. See Specifying Dates, Times, and Schedules for more information.

To create an event in Life Balance on the iPhone, open the Calendar view.

Scroll the perpetual calendar to the correct month, and tap on the day for the event. Then use the "Plus" button to add your event. Set the start time and duration for the event. If the event repeats, you can use the "repeat" button to turn "on" repeating options, and then edit the repeat frequency as detailed in the next section. Tap on "Done" and the new event will appear in the small agenda view for that day in the Calendar, and in the scrolling three month agenda view.

Repeating Events

Once an event is on the calendar, you can set it to repeat on a daily, weekly, monthly, or yearly schedule using the "Repeat" settings in the Event Details panel.

Daily: You can specify the frequency of a daily task. The default is 1, which means that the task will appear on the calendar every day. If you enter a 2, the task will appear every other day, etc.
Weekly: A weekly event allows you to set the days of the week you want the task to appear, for example every week on Wednesday and Friday.
Same Date Each Month: This choice schedules the event to repeat on the same date of the month as the start date listed under the Schedule tab, without regard to the day of the week. For example, the first of every month. You can schedule an event to happen once a quarter by setting the repeat interval to every 3 months.
Same Week Each Month: This choice schedules the event for the same day of the week each month, regardless of date. An example would be a meeting that is scheduled for the second Tuesday of each month. The day of the week is determined by the start date listed under the Schedule tab.
Yearly: Yearly events repeat on the same date each year. This is appropriate for birthdays, anniversaries and some holidays.

Once an event is set to repeat, changes to that event may bring up a dialog box asking you if you want to change all events, just the selected event, or the selected event and all following events. Once you have made this choice, your decision will remain in effect until you select a different calendar event.

If you do not specify an end date, the event will repeat indefinitely. If you specify an end date, the event will repeat through the date you choose.

Repeating Event Behavior in the To Do List

When you check off a repeating task, it will not appear on your To Do List until the next scheduled time for the event is two lead-times away.

Event Notes

Notes in the event details are attached to the particular event. Repeating events share the same note, but separately scheduled events for the same task do not.

If you want to assign notes to all occurrences of a task, you should enter them in the notes for the Task Details rather than in the Event Details.