Life Balance™ Advice Book

Table of Contents

1. Introduction
   • Philosophy
2. Glossary
3. Installation
   • System Requirements
   • Installing Life Balance
   • Preparing for your first HotSync
   • Upgrading Life Balance
   • Licensing
4. Getting Started
   • Understanding the Life Balance window
   • How to set up Life Balance
   • Weekly Planning
   • Using the Online Help
5. Working with Life Balance Documents
   • Opening Documents
   • Auto-save
   • Find
   • Creating exchange files
   • Inserting exchange files
   • Using Save As to Duplicate a Document
   • Opening files from other applications
6. The Outline
   • Color bars
   • Entering Tasks and Subtasks
   • Making Tasks Manageable: Baby Steps and the Journey of a Thousand Miles
   • Selecting Tasks
   • Hiding and Showing Sections
   • Checking off Completed Tasks
   • Rearranging the Outline
   • Duplicating a section of the Outline
   • Dragging tasks into the Life Balance calendar
   • Dragging tasks into Word Processing and Email Documents
   • Deleting Sections From the Outline
   • Printing
7. Task Details
   • Assigning the Importance of a task
   • Assigning Places to Tasks
   • Specifying Dates, Times, and Schedules
   • Lead Time
   • Complete subtasks in order
   • Effort
   • Notes
   • Using Navigation Icons
8. The To Do List
   • Updating your To Do List
   • What appears on the To Do List
   • Filtering the To Do List by Place and Time
   • Checking off Completed Tasks
   • Delaying the Completion of a Task
   • Creating New Tasks from the To Do List
   • Printing
9. Places
   • Choosing a Set of Useful Places
   • Creating a new Place
   • Included Places
   • Entering Hours for a Place
   • Notes
   • Deleting a Place
10. Balance
    • Balancing Your Efforts
    • A Pat On the Back: Your Accomplishments
    • Clearing the Decks: Purge
    • Printing
11. Using the Calendar
    • Creating New Events in the Calendar
    • Selecting Calendar Events
    • Changing the Schedule for an Event
    • Repeating Events
    • Event Notes
    • Deleting Calendar Events
    • Printing
12. Reminders
    • Using Reminders
    • Background Reminders
    • Adjusting Reminder Settings
    • Strategies for using Life Balance Reminders
13. Synchronizing the Mobile and Desktop Editions
    • Selecting Your Life Balance File for HotSync
    • Choosing HotSync Settings
    • Foreign Language Support
    • HotSync Snapshots
    • HotSync Reconciliation
    • Synchronizing to Palm Desktop, Outlook or iCal
    • Synchronizing One Handheld to Two Computers
    • Synchronizing Multiple Users on the same Desktop
    • If Nothing Changes after a HotSync
    • Dealing with HotSync Error Messages
14. Network - Synchronizing iPhone with the Desktop
    • Setting up the Desktop for iPhone sync
    • Transferring data for the first time
    • Synchronizing
    • Backing up and Restoring
    • Entering a Life Balance Server Manually
15. Synchronizing with iCal
    • Syncing Safely
    • Creating a new Life Balance document from iCal
    • Basic iCal Synchronization Settings
    • Advanced iCal Synchronization Settings
    • Changing Synchronization Settings
16. Sharing Data with Other Applications
17. Preferences
    • Balance preferences
    • Reminder Settings
    • iCal Sync Settings
18. Using Automator
    • Learning More About Automator
    • Running Automator Workflows
    • Catalog of Actions
19. Using AppleScript
    • Learning AppleScript
    • Running AppleScripts
    • Applescript dictionary for Life Balance
20. Tips and Hints
    • Fixing the Order of the To Do List
    • Setting up a default place
    • Running errands efficiently
    • Planning for Rewards
    • Keyboard Shortcuts
21. Technical Support
22. License Agreement
23. Index