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-
- Task Master - 2.0
- Copyright (c) RKS Associates 1988 - All Rights Reserved.
- RKS Associates, 3820 N. Dittmar Rd., Arlington, VA 22207
-
-
- Task Master is an all-purpose project tracking program. Its purpose is
- to help you keep track of office tasks, projects, assignments,
- correspondence, and other work - easily.
-
- Task Master is extremely easy to use. If you take 10 minutes to read
- this Manual, you will be up and running with Task Master right away. We
- think you will like it.
-
- LICENSE STATEMENT
-
- Shareware testers - Task Master is protected by U.S. Copyright law, and
- is NOT public domain software. You are hereby granted a limited license
- to make an evaluation copy for trial use on a private, non-commercial
- basis for the express purpose of determining whether Task Master is
- suitable for your needs.
-
- At the end of this trial period, not to exceed 30 days, you should either
- register your copy or discontinue using Task Master.
-
- Registered owners - registered owners are licensed to use their
- registered copy on a single machine and to make archival copies for the
- sole purpose of backing up the program. Task Master may be moved from
- one computer location to another, so long as there is no possibility of
- it being used at one location while it is being used at another.
-
-
- REGISTRATION:
-
- You may register by sending in the form below with a check for $35.
-
- BENEFITS OF REGISTRATION:
-
- - registered owners will receive a licensed copy of the most recent
- version of Task Master.
-
- - notification of future upgrades of Task Master, available at a reduced
- rate.
-
- - technical support for any problems or questions.
-
- - a clear conscience.
-
- HOW TO REGISTER
-
- Complete the form at the end of this MANUAL.DOC file, and send it to us
- along with your $35 registration fee.
-
- USER GROUPS / SHAREWARE DISTRIBUTORS / ELECTRONIC BULLETIN BOARDS
-
- PC user groups, shareware distributors, and electronic bulletin board
- operators are welcome to add Task Master to their libraries. We would
- appreciate notification that you have added Task Master to your library.
-
- If you have received Task Master through a user group, a shareware
- distributor, or an electronic bulletin board, please remember that any
- diskette fee you paid DOES NOT constitute licensing the software, and you
- are still obligated to register if you decide to use Task Master.
-
- DISCLAIMER
-
- Task Master is licensed without any warranty of merchantability, fitness
- of particular purpose, performance, or otherwise; all warranties are
- disclaimed. By using Task Master, you agree that Robert K. Summers, aka
- RKS Associates, will not be liable to you or any third party for any use
- of (or inability to use) this software, or for any damages (direct or
- indirect) whatsoever, even if Robert K. Summers or his agents are
- apprised of the possibility of such damages occuring. In no event shall
- Robert K. Summers be liable for any loss of profit or any other
- commercial damage, including but not limited to special, incidental,
- consequential or other damages. The entire risk related to the quality
- and performance of the program is on you.
-
-
- SOME QUESTIONS
-
- What is Task Master?
-
- Task Master is a very powerful, yet easy to use project management
- program. With it, you can create a file of projects, assignments,
- etc., edit the file, search for specific records, browse through the
- file, and print reports in any of several formats.
-
- What equipment do I need?
-
- Task Master is designed to work on any IBM PC/XT/AT/386 or compatible
- computer, with a monochrome or color monitor. It requires 384K of working
- memory. Task Master works with any dot matrix or laser jet printer.
-
- Task Master is designed for use on a hard disk system. If you do not
- have a hard disk, you may want to consider a less powerful project
- management program.
-
- *************************************************************************
-
-
- CONFIG.SYS FILE
-
- DOS uses the CONFIG.SYS file to set certain defaults for your computer.
- It should be in the root directory of your fixed disk. If you do not
- already have a CONFIG.SYS file you should create one that has these two
- lines:
-
- FILES=20
- BUFFERS=16
-
- If you already use a CONFIG.SYS file that does not include settings for
- files and buffers, you should add the two lines above to the file. You
- can do it with any text editor. If your CONFIG.SYS file already contains
- settings for files and buffers greater than these, you can leave them as
- they are.
-
- In most cases, Task Master will be able to detect whether you have a
- color or monochrome monitor. If you have a monochrome monitor and the
- Task Master screens appear to have a bright, washed out look, type
- TM M to start Task Master. The extra M tells Task Master to use
- monochrome, not color.
-
- STARTING TASK MASTER
-
- Go to the Task Master directory on your hard disk. Type TM at the DOS C>
- prompt to start Task Master. The first time you run Task Master it will
- automatically create the master database, called PROJECTS.DBF, and other
- necessary program files.
-
- Opening Screen - the opening screen contains our copyright statement
- and registration ID.
-
- The next screen displays the message "Updating for delinquent projects."
- TM is checking for projects with due dates earlier than today's date. If
- it finds any, their status code will be changed to DEL (delinquent).
-
- --
-
- Main Menu:
-
- You can use any or all of the fields in each record to record project
- data. Here is what each field is designed for.
-
- Number: TM automatically numbers your records from 1001 to 99999. When
- you hit record 100000, TM will start over at 1001 again.
-
- Type: This field allows you to categorize your records according to any
- "types" you want. As you will see below, one of your report options is
- to produce a project report categorized by type.
-
- You can invent any "types" you want, e.g., CORR (correspondence), MED
- (medical), NY (New York), HIPRO (high priority), etc.
-
- We suggest you record the types you invent in the TYPES look-up database
- accessed through the main menu VIEW option (discussed below). The TYPES
- look-up database does not interact with the program in any way. It is
- just there so you have an on-line place to record your "types" codes for
- reference.
-
- Project: This field allows you to record the name of the project.
-
- Description: This field allows you to describe your project.
-
- Assn Office: This field allows you to record the abbreviation of the
- office to which the project is assigned. The OFFICES look-up table
- accessed through the VIEW option on the main menu, allows you to record
- the abbreviation and the full name. TM uses this look-up table to print
- the full office name on project control sheets.
-
- Contact: This field allows you to record the name/phone of the person to
- contact for information about the project.
-
- Assigned: This field allows you to record the date the project was
- assigned. TM automatically assigns today's date as a convenience, but
- this may be over-typed.
-
- Due: This field allows you to record the project due date.
-
- Completed: This field allows you to record the date the project was
- completed. When you enter a date in this field, TM automatically places
- COM (completed) in the Status Code field.
-
- Curr Status: This field allows you to record a narrative description of
- the current status of the project.
-
- Status Code: This field allows you to record the current status code of
- the project. TM uses three status codes automatically. You may add any
- others you want. The three standard TM status codes are WIP for Work in
- Progress, COM for Completed, and DEL for Delinquent. One of your report
- options is to produce a project report categorized by status code.
-
- WIP is assigned automatically when you add a new record.
-
- The CODES look-up table accessed from the main menu VIEW option shows
- the three standard status codes. If you invent any other status
- codes, this is a good place to record them for future reference.
-
- Comments: This field allows you to record any comments or notes you may
- have about the project.
-
- When you have finished adding data for a new record, TM will ask you if
- you want to save the record. If you answer no, TM will return you to the
- main menu. If you answer yes, TM will add the new record to the database,
- and ask you if you want to print a project control sheet.
-
- The project control sheet is designed to provide a working cover sheet
- for the project documents. When the project is completed it can be
- filed with the project papers to document project history.
-
- If you have created a memo (F2 key) for this project, it will be printed
- on the bottom half of the project control sheet.
-
- --
-
- You may select any main menu option by pressing the first letter of the
- option, or by placing the lite-bar over the option and pressing the Enter
- key.
-
- Add: Select this option to add new records.
-
- Edit: Select this option to edit any record.
-
- Next: Select this option to display the next record.
-
- Previous: Select this option to display the previous record.
-
- Find: Select this option to display a record when you know the record
- number.
-
- Zap: Select this option to delete the current record.
-
- Reports: Select this option to display a list of available reports.
-
- Reports A thru E are pre-formatted reports designed to give you lists
- of your projects organized by number, type, due date, office, and
- status code.
-
- Report F is a user-defined report. You can use this report to list
- data in selected fields from the master PROJECTS.DBF file and the
- three look-up tables.
-
- In all cases, you have the option of sending a report to the screen,
- the printer, or the disk. When you send a report to the disk, TM
- creates an ascii text file of your report on the disk and names it
- RPT_x.RPT where x is the number of the report from the report menu.
- A = 1, B = 2, C = 3, D = 4, E = 5, F = 6.
-
- The advantage of sending your report to the disk is that you can edit
- the report with any standard word processor, including the built-in Task
- Master word processor accessed through the Services option on the main
- menu.
-
- You may press the Esc key at any time to pause report production. A
- message will appear saying "Report Paused. 0 = Quit, 1 = Resume".
- Enter a 0 or 1, as you wish.
-
- Services: Select this option to display a list of important utilities.
-
- A - Reindex files - Task Master uses automatically maintained files
- called indexes to keep your records in order by number, due date,
- office, type, and status code. Power outages, power surges, brownouts
- (voltage reductions), or other power-related problems affecting your
- system can adversely affect these index files without your knowing it.
- If your records ever seem to be out of sequence, just use this feature
- to rebuild the index files. You can always reindex your records just
- for the heck of it.
-
- B - Purge completed records - This feature allows you to keep your
- file up to date by getting rid of records of completed projects. We
- suggest that before you purge completed project records, you set the
- filter to completed records and print a copy of report # 1 so you will
- have a file copy of the records for future reference.
-
- C - Print control sheet - This feature allows you to print a duplicate
- copy of the project control sheet, e.g., in case the original is
- damaged.
-
- D - Word processor - this is a complete word processor which you may use
- to edit any small text file on your computer.
-
- Use Alt-N to display a list of files in the selected directory/wildcard.
-
- Select Alt-H for help when in the word processor and experiment. Use
- Alt-Y to select a new directory, or to specify a wildcard such as *.txt.
-
- Note: the size of the file to be edited is limited by the amount of free
- memory you have remaining on your system.
-
- E - Pack memo file - Any memos you create with the F2 option are stored
- in the NAMEFILE.DBT file on your disk. Because of the way this file
- stores your memos, some dead space can accumulate over time. If you use
- the F2 option to attach memos to your records, you should periodically
- use this feature to "pack", or reduce the size of, the memo file on the
- disk. This will assure that NAMEFILE.DBT takes up the minimum amount of
- space on your disk.
-
- F - Set next number - Use this feature to manually set the next project
- number. The next number to be assigned is shown. Changing the next
- number is normally NOT something you would want to do, since Task Master
- takes care of numbering projects in exact sequential order for you.
- However, if you want to reset the next number to one of your own choice,
- you can do it here. As in all parts of Task Master, you can press Esc to
- back out of this procedure if you change your mind and decide not to
- change the next number.
-
- G - Set country - Use this feature to select the date format you prefer.
-
- H - Set date - Use this feature to correct your computer's system date.
-
- I - Set time - Use this feature to correct your computer's system time.
-
- J - Coffee Break - When you get tired of working, take a break with this
- fun puzzle! (Press the ESC key to make it disappear instantly when the
- boss comes!)
-
- View: Select this option to browse through the records of your main
- PROJECTS database and the three look-up databases. This option, like all
- others, obeys the filter condition. You may not add or edit project
- records in View mode. You may browse through them, and you may press
- enter or Esc to select the record you want to look at when returned to
- the main menu.
-
- You may add or edit records in the Codes, Offices, and Types databases.
- To edit a record in View mode, select the record/field you want to edit,
- press the Enter key to enter the field, edit what you want, and press the
- Enter key to exit the field. Press the Esc key to exit View mode and
- return to the main menu.
-
- Quit: Select this option to quit TM.
-
-
- FUNCTION KEYS
-
- F1 function key - at any point in the program you can press F1 to
- display context-sensitive help messages.
-
- F2 function key - use this feature to view or edit the text in the memo
- field of the current record. You may enter any text you want. We
- suggest you keep your comments short, however, since disk space used for
- memos means less space available for records. Press Ctrl-W to save any
- changes. Press Esc to exit without saving changes.
-
- F3 function key - use this feature to select the index, or order, of your
- records. The default order is due date. When Task Master starts, you
- will be looking at the project with the earliest due date. With the F3
- function key, you may set the order of your records to due date, number,
- type, status code, or office. A small arrow will point to the active
- order. When you select Next, Previous, F8-first record, F9-last record,
- or View the Projects database, the order of your records will obey this
- setting.
-
- F4 function key - use this feature to toggle a digital clock on and off
- in the lower right hand corner of the screen.
-
- F5 function key - use this feature to display a pop-up calendar and
- appointment notepad. Press Esc to make it disappear.
-
- F6 function key - This is a useful calculator that includes all the basic
- operators: addition (+), subtraction (-), multiplication (*), and
- division (/), plus exponentation (^) and a full-featured memory. Whenever
- you press an operator ('+', '-', '*', '/', or '^'), the previous number
- is shown above the display window. This is handy for when you are
- processing a list of numbers and forget where you were.
-
- Memory Functions: To access memory functions, press "M", then one of the
- flashing keys:
-
- 'R' -- recall number stored in memory
- 'C' -- clear memory (reset to zero)
- '+' -- add current number to number stored in memory
- '-' -- subtract current number from number stored in memory
- '*' -- multiply number stored in memory by current number
- '/' -- divide number stored in memory by current number
-
- F7 function key - use this feature to display your record count. Remember
- that everything obeys the filter. With a filter set, this feature will
- tell you how many records you have that meet the filter condition. This
- can be extremely useful when someone wants to know how many projects of a
- certain kind there are.
-
- F8 function key - go immediately to the first record.
-
- F9 function key - go immediately to the last record.
-
- F10 function key - this is one of your most powerful features. Use this
- feature if you want to work with a selected sub-set of your records.
- For example, if you want to work with only those records where "Smith" is
- contained somewhere in the Comments field, enter SMITH on the Comments
- line of the filter-setting screen. Press the PgDn key and you will be
- working with only that subset of records. If you were interested only in
- the delinquent (DEL) Smith records, you would also enter DEL on the
- Status Code line.
-
- You cannot include the Number field in a filter, but you can include the
- Memo field. If you want to include only those records that have the word
- Indian ANYWHERE in the Memo field, just enter INDIAN on the memo line of
- the filter screen.
-
- Look at the three date lines of the filter-setting screen. There are two
- date blocks on each date line, preceeded by >= (greater than or equal to)
- and <= (less than or equal to) signs. You can specify a time period for
- the filter by entering dates in the date blocks. You can use the first
- date block by itself or in combination with the second date block to
- specify a precise time period.
-
- For example, if you wanted to set the filter for all delinquent
- projects where the word Smith was contained somewhere in the Comments
- field and the projects were assigned between 09/01/88 and 10/15/88,
- you would enter "08/31/88" and "10/16/88" on the Assigned line, "DEL" on
- the Status Code line, and "SMITH" on the Comments line. Press the PgDn
- key and you will be working only with those records that meet the filter
- condition.
-
- If you wanted to set the filter for only those projects assigned on one
- specific day, enter just that date in the first date block.
-
- After you have added several records, you should experiment with the
- filtering feature so you can see how powerful it can be. The filter
- condition you select affects everything TM does, including reports.
- You do not need to use this feature if you don't want to, but if you
- experiment with it and understand its power, you will use it often.
-
- When you set a filter condition, a "filter on" reminder message will
- appear to remind you. When you clear the filter, the message disappears.
-
- When you set a filter condition, EVERYTHING YOU DO conforms to the
- filter, including printing reports.
-
-
- IMPORTANT FINAL NOTE
-
- Please make regular backup copies of your records to protect against
- accidental erasures or system malfunction. Your records are in the file
- called PROJECTS.DBF. Memo field data is in the file called PROJECTS.DBT.
- These two files must be backed up at the same time. There are many
- options available for saving and restoring copies of your records. You
- may want to consult the DOS manual that accompanies your computer. WE
- ASSUME NO RESPONSIBILITY FOR LOSS OF DATA.
-
- Should you ever need to restore backed-up files, please reindex your
- records (Services Menu) after restoring.
-
-
- TASK MASTER
-
- --------------------------- REGISTRATION FORM ------------------------
-
- Please register my copy of Task Master. My check for $35 is enclosed.
-
- TO: FROM:
-
- RKS Associates Name: __________________________________
- 3820 N. Dittmar Rd.
- Arlington VA 22207 (Company): __________________________________
-
- (Title): __________________________________
-
- Address: __________________________________
- Today's
- date: ___________ City,State: __________________________________
- Zip Code
- Phone Number: _________________________
-
-
- ----------------------------------------------------------------------
-