New in Version 4.0
TeamAgenda now comes in three different versions: TeamAgenda Pro, TeamAgenda Lite and TeamAgenda Web. Choose the particular version that best meets your needs. For more information, see What Is TeamAgenda?
Now access TeamAgenda information from any Internet-ready phone (WAP, HDML, i-Mode). Our optional PhoneAgenda module works with your web server to let you:
- view your calendar and add or modify items;
- find colleagues or contacts in your Address Book, then include them in meetings or let PhoneAgenda dial their number for you;
- receive immediate phone notification of changes to your schedule thanks to audio "Net Alerts" (if supported by your phone provider).
Give any combination of TeamAgenda windows a name, then save it as a "workset". Recall any workset instantly by choosing it from the Worksets menu in the Tool Bar.
Worksets store all window parameters and can also include information for any combination of TeamAgenda users. Worksets are an ideal tool for people who manage other people's schedules, since you can easily display several agendas with a single menu selection.
Reusable templates now make TeamAgenda even easier to use.
- Input Templates
Give any commitment a name and save it for future use as a public or private Input Template. Recall any template by choosing it from the Template menu in the Tool Bar, then click the Insert button to add it to any TeamAgenda schedule or window.
Commitment templates store virtually all commitment information, including the participants list.
- Print Templates
Choose the print settings for any window in the Print dialog box, then give them a name and save them as a Print Template. Recall any template by choosing it from the Print Templates menu, then print normally using the stored settings.
- Import and Export Templates
For regular importing and exporting, save your import or export settings as a named template that stores the field order and selection.
Recall any Import or Export Template by choosing it from a menu, then import or export normally.
(The interface for selecting fields for import or export has also been improved.)
TeamAgenda now includes a separate To-Do List window for all unscheduled to-do items. Enter to-do items directly or using a template. Convert scheduled items into to-do items by dragging them into the To-Do List, or schedule To-Do items by dragging them into a calendar.
You can still created Untimed items, with a date but no start and end times, in the Untimed area of the Weekly or Daily calendars.
Every TeamAgenda commitment now has a priority from 1 to 5. By default all commitments are given priority 1, but this can be changed by clicking the desired priority number in the Tool Bar.
Priorities are visible in the new To-Do List, where items can be sorted by priority. Untimed items, in the Untimed area of calendar windows, are sorted by priority automatically.
- Integrated Installer Program
TeamAgenda now comes with an integrated installer program that lets you install some or all of TeamAgenda's components and options, update your current versions, or uninstall any or all TeamAgenda components.
A web installer version lets you install your TeamAgenda system directly from the Teamsoft web site.
Setup wizards now guide you step by step as you set up your personal agenda and join or set up a TeamAgenda team.
- Personal Setup Wizard
When you create a new personal agenda file, TeamAgenda guides you through the process step by step, prompting you to set your name, password and personal preferences, and helping you share your personal agenda with your team.
- Team Setup Wizard
When you are the first person to join a team, TeamAgenda prompts you to act as team administrator, asking you to define team passwords and default access rights, and create public agendas, resource agendas and categories.
Improvements in Version 4.0
The same shortcut key — CTRL-F in Windows, Command-F on Macintosh — will now display the appropriate search box in any TeamAgenda window.
In the Address Book list view you can now search on any field.
- Copy Address Book Information Easily
You can now select any user or contact in the Address Book list and copy their information to the Clipboard with CTRL-C (Windows) or Command-C (Maciontosh).
Linked events or unavailable markers on successive days now display as single banners in the Untimed area. Each item can still be modified individually.
TeamAgenda domains are now known as "categories" to avoid any confusion with Internet terminology.
Categories can now be moved between the Public Category list and your Personal list while you are in the commitment Input window.
- Multiple Category Selection in the Task Manager
The Task Manager window now allows you to select and summarize multiple categories, making it easier to track projects and sub-projects.
- Date Selection in the Input Window
A new date popup lets you select or change a commitment's date from inside the Input window. You can also change a scheduled commitment into a To-Do item, or vice versa.
This means that all commitment information can now be modified without closing the Input window.
- Easy Connection to your Team
A toolbar icon shows if you are connected to your team, and lets you connect or disconnect with one click.
- Palm Synchronization Improvements
- Improved Control over Data Transfer
The TeamAgenda/Palm conduits have been divided into three independent conduits: Schedule, To-Do List and Address Book. This lets the user decide which information to transfer, and how often to transfer it.
For example, you might decide to transfer To-Do list and Schedule information every day, but only transfer Address Book entries once a week.
If you prefer to keep using another address book program, you don't have to transfer TeamAgenda Address Book entries at all.
- Improved Correspondence between Palm and TeamAgenda Data Models
TeamAgenda's new To-Do List means that TeamAgenda and Palm information now correspond more completely. TeamAgenda scheduled information (including Untimed items) is synchronized with the Palm Date Book, to-do items are synchronized with the Palm To Do List, and TeamAgenda Address Book information is synchronized with the Palm Address Book.
New in Version 3.1
- Support for Palm Organizers
Now you can synchronize TeamAgenda data with your Palm organizer. Take schedule and contact information with you on the Palm. When you return to the office, use the HotSync button on the Palm cradle to re-synchronize with TeamAgenda. For more information, see Connecting TeamAgenda to your Palm Organizer.
- New Workload Window Features
New one-day and one-month views; display data in numeric or graphic format; display unavailable markers and include them in totals.
Print timesheets for any combination of time period and users, including overtime or shortfall relative to standard daily workload.
TeamAgenda now provides contextual menus (right mouse button in Windows, control-click on Macintosh).
- Full 32-Bit Support for Windows
In Windows, all TeamAgenda elements are now 32-bit applications.
TeamAgenda's optional plug-in for FileMaker Pro enables real-time integration between TeamAgenda and FileMaker. You can synchronize contacts between a FileMaker database and the TeamAgenda Address Book, and then track TeamAgenda meetings in FileMaker Pro. For more information, see Integrating TeamAgenda with FileMaker Pro.
New in Version 3.0
The Task Manager lets you display and organize commitments by category or by project, both for yourself and for other team members. You can see at a glance if a project has exceeded its budgeted time.
Use the Workload window to see how your time, and that of other team members, is being allocated to various projects. Produce and export timesheet data.
- Integrated Address Book, including external contacts
The Address Book lets you manage all your contacts, not just TeamAgenda users. Enter address, telephone, e-mail and other information for each contact. Make contacts public (accessible to the entire team) or private (accessible to you only).
Invite people to meetings even if they aren't part of your TeamAgenda team! If you have access to Internet e-mail, or to a FirstClass e-mail system, TeamAgenda can automatically send a meeting invitation to anyone that can be reached by e-mail, directly from your personal agenda. When that person replies, their answer shows up right in your TeamAgenda schedule.
Use the Input window as a timer to record telephone and service calls as they occur.
TeamAgenda can now "spill" lengthy commitments over more than one day automatically, while taking into account your preferred working hours, lunch breaks and Untimed items.
The new Tool Bar provides easy access to the most common TeamAgenda commands, and includes a short, context-sensitive explanation of each active command.
Our comprehensive Online User Guide provides the help you need to use TeamAgenda in every situation.
- Support for Psion Series 3
TeamAgenda now supports the Psion PDA. Synchronize your personal agenda with the Psion Agenda application, and changes made in either TeamAgenda or the Psion Agenda will be merged.
- Accessible from a Web browser
If your organization has a Web server, Teamsoft's optional Internet extension (now called TeamAgenda Web) lets Team members access TeamAgenda from a Web browser. You can even make specific calendars accessible to the public. For more information, see Accessing TeamAgenda over the Internet.
Improvements in Version 3.0
- In the Startup Preferences (Context menu ), it is now possible to choose to display your agenda at startup or not.
- The repetition period defined using the Repeat command (Edit menu) can now be set as a time period, as a number of repetitions, or with a termination date.
- Saturdays and Sundays can now be skipped separately from other holidays: see Repeat command (Edit menu), Options sub-menu (Context menu).
- The Input window can now be stretched to fit the screen size. The owner of a commitment can be changed directly in the Input window for easier delegation. Checking the "Allow overlaps" box will make the commitment's time period available to the Find Available command.
- The "Display" popup (Input window, Grant Access, etc.) is now called "Visibility": the old "Public" level is now called "Internal"; a new "External" level has been added for visibility on the Web.
- A new Default access for external guests has been added for Web visitors (see "Grant Access to..." in the Context menu).
- Newly created categories can now be added automatically to everyone's personal directories without the explicit intervention of any user. It is also possible to limit access to specific categories on a user basis (see "category Access ..." from the Context menu).
- Graphical action buttons have been added to the Notifications and Meeting Status windows.
- A Display My Agenda command has been added to the Windows menu.
- Most windows can be hidden with the Hide Window command (Window menu) and recalled by selecting them in the window list at the bottom of the Window menu.
- The Close Window and Close Other Agendas commands have been relocated from the File menu to the Window menu.
- The "Attention" window has been renamed the "Custom List".
To continue, choose from the following options:
Consult the TeamAgenda documentation
Upgrade to a new version of TeamAgenda
Install TeamAgenda for the first time
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