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Once you have installed TeamAgenda on your computer, to start using the program you must:
Note: If you are a TeamAgenda Web web-only user, you do not have a personal agenda file. You join your team directly from your TeamAgenda Web home page.
Create your Personal Agenda
TeamAgenda stores all your schedule and other information in a personal agenda file.
To create your personal agenda file:
1. Double-click TeamAgenda to start the application or choose it from the Start menu (Windows).
2. In Windows, enter a name for your agenda (e.g., your name; maximum 8 characters), choose where your personal agenda should be saved, and click OK.
or
On Macintosh, click the New button in the Open dialog box., enter a name for your agenda (e.g., your name), choose where your personal agenda should be saved, and click OK.
Your new personal agenda will open, and launch the Personal Agenda Setup wizard.
Set Up your Agenda using the Personal Setup Wizard
When you create your personal agenda, the Personal Agenda Setup wizard will offer to guide you through the setup process.
You must first choose to work "Standalone", without joining a TeamAgenda team, or "With Team".
- If you choose to work "Standalone", the wizard will guide you through setting a password, importing holidays, creating personal categories, consulting the online user guide and setting your preferences.
- If you choose to work "With Team", the wizard will guide you through setting a password, entering your name, joining your team, creating personal categories, consulting the online user guide and setting your preferences.
Note: If you are the first person to join your team, the wizard will also ask if you want to set up the team. If you say yes, the Team Setup wizard will open and guide you through the team setup process (see Setting Up your Team with TA-Server). It will return you to the Personal Agenda Setup wizard afterwards.
If you would rather setup your personal agenda later, just click the Done button on any of the setup wizard screens. You can launch the Personal Agenda Setup wizard again by choosing it from the Context menu, or you can set up your agenda manually using the various Context menu commands.
Import data from other programs
If you are switching from another scheduling program or contact manager, you may want to import commitment information and/or contacts into TeamAgenda.
Data should first be exported in text format from the other program. Then, to import, choose the Import from... command in TeamAgenda's File menu. If TeamAgenda does not recognize the field order of the import file, it will display the Import Setup box. This allows you to set the order in which fields should be imported into TeamAgenda. (For full instructions, see "Importing" in the Online User Guide.)
Note that each user may import information into their own schedule and their personal contact list. Only the TeamAgenda administrator can import public information and contacts.
Joining a Team Manually
If you want to join your team manually, without using the setup wizard, follow these instructions.
To join your team:
1. Double-click on your personal agenda to start TeamAgenda.
2. From the File menu, choose Sharing...
Your user information card will open.
3. Enter at least your first and last names and, if you wish, address and other personal information.
Other information may also be entered later from the Address Book.
4. Click OK.
The Sharing Setup box will appear.
5. On Macintosh, choose the network protocol you wish to use.
6. Enter the Team name or address.
If a network protocol is grayed out, it is not present or cannot be properly initialized.
Go back to:
Configuring TeamAgenda and its Components
Setting Up your Team with TA-Server
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