Pagico Online Help » contact profiles

Moving things among projects and profiles

Ryo — Sun, 12 Apr 2009 17:33:15 +0000

The destination selection panel, a newly introduced feature since v3.3, allows you to move stuff around, among projects and contact profiles (restrictions apply, see below).

Moving text notes, lists and files

To do so, simply hover on the item you’d like to move, then click on the “Move to…” button to see the destination selection panel. Then check all the desired destinations (an object can be moved to multiple destinations at once!), and click “Confirm” button to start the move process.

Also, you can type in the “Search” text box to filter the result list as you type.

Keeping the original?

In the destination selection panel, you have the choice of keeping the original or not. By checking this checkbox, the original object will not be removed, i.e. making copies.

Name Change: Topics are now called Projects In order to improve user experience, a few names were...
Click-and-link Note The feature described in this article is only available...
Linking files with tasks (and vice versa) Note This article involves features that requires Pagico v4 and...

Related posts brought to you by Yet Another Related Posts Plugin.

Inserting files into Contact Profiles

Ryo — Sat, 11 Oct 2008 00:47:31 +0000

Inserting files to profiles is very easy. Just open up the profile, then drag and drop the files into the Pagico window. The files will be inserted as an activity with a date of the current day. You can also add some notes to the body of the activity. Related posts:Linking files with tasks (and vice versa) [...] Related posts:

Linking files with tasks (and vice versa) Note This article involves features that requires Pagico v4 and...
On Mac: Could not import files into Pagico databases? The Mac OS X uses an advanced file system that...

Related posts brought to you by Yet Another Related Posts Plugin.

Upcoming tasks in the sidebar

Ryo — Tue, 07 Oct 2008 03:52:26 +0000

No matter where you are in Pagico, you’ll always be able to the upcoming tasks in the sidebar.

An adjustable number of overdue and upcoming tasks will be displayed in the sidebar.

You can click on the task items to switch to the parent topic (or contact profile), or check the checkbox when the task is done, no matter where you are in the software.

To adjust the number of tasks displayed in the sidebar, please open up the preferences panel by clicking the “Preferences” icon in the tool bar, then use the drop down menu to set the number of tasks.

Managing daily tasks using the Today view Introduced with v4.2, the Today view is the most important...
Display To-do lists on your desktop (Windows) Note The feature described on this page requires Pagico v4.0...
Linking files with tasks (and vice versa) Note This article involves features that requires Pagico v4 and...

Related posts brought to you by Yet Another Related Posts Plugin.

Associate Topics with Contact Profiles

Ryo — Tue, 07 Oct 2008 01:27:59 +0000

It is very often that a project (topics) involves several people (contact profiles). In this case, you can link them together.

To link a topic with contacts, simply open up that topic, scroll down to the foot notes section, then click on the “Add” link in the “People related to this topic” section.

You can pick a contact to link with from the contact profile drop-down list, or create a new profile and link with it, by entering the desired name and hit “enter”.

You can also see all the linked topics from contact profiles, but you can’t link to topics from contact profiles.

Linking files with tasks (and vice versa) Note This article involves features that requires Pagico v4 and...
Using the “References” panel The “References” panel, introduced in Pagico v4.1, is designed to...
Click-and-link Note The feature described in this article is only available...

Related posts brought to you by Yet Another Related Posts Plugin.

Exporting projects and contact profiles

Ryo — Mon, 06 Oct 2008 19:35:18 +0000

If you need to share your projects or contact profiles with someone else, just export it, and send it via email. The exported package is a compressed folder (.zip file), containing a web-friendly format of your project or profile, as well as all its file attachments.

How-To

To export, simply open up that project (or profile), scroll to the bottom until you see the link “Export”. Click on that link, you’ll see a number of different styles for you to choose.

After choosing a style, in a few seconds (or minutes, depending on the size of your selected container) you’ll be prompted to choose a place to save the exported package.

Compatibility

Any modern computer will be able to open that package without installing any extra software.

Upload as a web page

In addition to send the package via email, you can also uncompress the zipped file, and upload the folder onto a web server. Your exported data can instantly become a well-designed web page.

Linking files with tasks (and vice versa) Note This article involves features that requires Pagico v4 and...

Related posts brought to you by Yet Another Related Posts Plugin.