iMy-Tyme™ App User Manual

General aspects of the application

Application access

Every people who want to use the service shall have an active user to log in the application. So, they will have to register in iMy-Tyme™ Management Web.

Once registered, users can log into the application using their email address and password.

Main structure

Once the user fills in their email address and password, if they have an active license, they will access the application at the start screen as follows:

Below are described the parts in which it divides, as they will be referenced along the rest of the manual.

  • Header: located in the upper part and containing three areas
    • Application title
    • Paul J. Meyer quote, updated on a daily basis.
    • Access to functionalities related to the user account:
      • Session logout
      • Link to user personal data
      • Link to access the password reset operative
      • Application interface language change
    • Central area, where the contents will change according to the user operations.
    • Footer: located underneath in the screen, it contains the application main menus, shown like the tabs in the paper My-Tyme Planner and using the same colors in it for every subject. Clicking on any of them the corresponding options are shown, giving access to each screen.

Beneath, elements and sub elements in the footer of the screen are enumerated:

  • Archive (red tab):
    • Index
  • Notes (orange tab):
    • Daily notes
    • Personal notes
  • Goals (yellow tab):
    • Dream list
    • Priority goals
    • Wheel of life
    • Goal planning
    • Affirmations/Visualizations
    • Realizations
  • Tracking (green tab):
    • Graphs
    • Habits
    • Track habits
    • Time picture / Ideal week
  • Communications (blue tab):
    • Conference planner
    • Communication plan
    • Meeting planner
    • Delegation plan
  • Contacts (cyan tab):
    • Contacts
  • Planner (purple tab):
    • Future Planning
    • Mission/Purpose
    • Daily Planning
    • Communication actions
    • Goal Action Steps
    • Repetitive Actions
    • Important Action Steps
    • Imperative Action Steps

Common functions

Various buttons are available throughout the entire application, varying the background color depending on the element you are dealing with.

Symbol

Functionality

Add a new element
Adds a new element to the list
Archive elements
In order to the user doesn’t need to accumulate non-required records and, instead, to work only on the current ones, they will be able to archive the entities they want to. Thus, they won’t appear in the main listings and will be accessible under the Archive menu. When clicking this button, a checkbox is enabled by every record in the list. The user must select the ones they want to archive and click on Ok.
List sorting
Allows to select the field to be used in sorting the list and the direction, ascending or descending, for it.
Date selector
Allows for date selection in a calendar-like component for those fields requiring a date as input.
Time selector
Designates a field that accepts a time as input.
Element viewer
For some functionalities, there are elements containing a great amount of information that, due to the screen size of devices, are only partially shown. Every time this icon is displayed, the user can click on it to expand a popup window to show the full information.
Notices
This icon lets the user know there are reminders for the today created from Future Planning. (This icon shows within Daily Planning window)
Notifications
Notifications for imperative actions or planned meetings for the date selected in Daily Planning are pointed out by this icon. Moreover, from the popup window more notifications can be created for the shown imperative actions.
Cloud synchronization status

  • When green, this icon denotes an active Internet connection used for the App to synchronize and consolidate user data to the centralized cloud database.
  • When displayed red, there is no Internet connection or cloud synchronization process can’t be fulfilled. For the first of the cases, a 3G/4G or Wi-Fi connection should be enabled for the user information to be consolidated into the centralized repository. If you can use your device to browse the Internet, access your email, etc., and the problem persists, please contact the Support Team through the means provided within this document.
Context help
Allows the user to open a popup window with a short explaining text for the screen shown.

Utilization guide

Archive

Index

Within the index you are able to see the archived items and finished goals.

On the left side of the page you will have a list of all the different menus with their submenus (1), if you press a submenu you will be able to see any finished goal or archived item from that section on the right side of the page (2). They will be chronologically ordered. If you press the eye icon (3) next to the items you will be able to see its information.

Notes

The orange menu corresponds to notes. Within the menu there are two submenus, daily notes and personal notes.

Daily Notes

Within the submenu of daily notes, you can manage notes that correspond to different days. There is a list with all the notes on the left side (1). Once you select an item from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can insert your note. Once you have written your note click the save button (4) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your note. A date in this section is mandatory (5).

On the upper left side of the screen there are various buttons that can be used to archive the notes (folder icon), to order the notes (arrow icon) and also filter the notes (filter icon). On the upper right corner of the page you can edit your notes using the notepad icon or delete your notes using the trash icon.

Underneath the current note selected there is a button called “Go to date” (6) which will take you to the Daily Planning screen. Once it’s taken you to the Daily Planning screen you will be able to view and edit the note by clicking on the speech bubble icon in the upper right corner of the page.

Personal Notes

Within the submenu of personal notes, you can manage notes that are personal to you. There is a list with all the notes on the left side (1). Once you select an item from the list, its details will be shown on the right side of the page (2). If you have put a password on your personal note you will be asked to input the password before being able to see the details.

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can insert your note. It will also give you the chance to add a password (4) if you want to hide the personal note. Once you have written your note click the save button (5) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your note. A date in this section is optional.

On the upper left side of the screen there are various buttons that can be used to archive the notes (folder icon), to order the notes (arrow icon) and also filter the notes (filter icon).

Once you enter your password a notepad icon will appear which will allow you to edit your note and a trash icon will appear which will allow you to delete the current note selected.

Goals

The yellow menu corresponds to goals. Within the menu there are six submenus, Dream list, Priority goals, Wheel of life, Goal planning, Statements/Visualizations and Realizations.

Dream list

Within the submenu of dream list you can manage what you want to achieve one day. There is a list with all the goals on the left side (1). Once you select an item from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can insert your goal. Once you have written your goal there will be another field next to it where you select the priority (low, medium or high). Underneath there will be 6 checkboxes where you will select what life area it will contribute to (you can select more than one) Once finished with these fields you will click the save button (4) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your goal.

On the upper left side of the screen there are various buttons that can be used to order the goals (arrow icon) and also filter the goals (filter icon). On the upper right corner of the page you can edit your notes using the notepad icon or delete your notes using the trash icon.

Underneath the current goal selected there is a button called “Convert to goal” once you press the button it will take you to another screen where you will have to add a date and also choose whether the goal is long range or tangible. Once you click the save button in the upper right corner it will then take you to the priority goal screen. Once you’ve completed this action the Convert to goal button will no longer be available in the dream list goal.

Priority goals

Within the submenu of priority goals, you can manage your goals that one day you hope to achieve. There is a list with all the goals on the left side (1). Once you select an item from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can insert your goal. Once you have written your goal there will be four other fields you will have to fill in. These are life area (family and home, financial and career etc.…), priority field where you will select the priority of the goal, target date (which is mandatory) and whether it is long range or tangible. Once finished with these fields you will click the save button in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your goal.

On the upper left side of the screen there are various buttons that can be used to archive the goals (folder icon), to order the goals (arrow icon) and also filter the goals (filter icon). On the upper right corner of the page you can edit your notes using the notepad icon or delete your notes using the trash icon.

Underneath the current goal selected there is a button called “Go to planning” (5) once you press the button it will take you to another screen where you will have to add various other information.

Wheel of life

Within the submenu of the wheel of life you are able to see a chart of how you feel to the different aspect of your life, and which goals you want to spend your time on.

To get started you click the plus icon (1) in the upper left corner, this will take you to an editing screen where you will be able to make the necessary changes. You will have a chart on the left side of the page and a number of different fields on the right. Beneath the chart there are different aspects of your life which you are able to change depending on how you feel at the time (1= bad 10= great) to change it you just slide circle along the bar.

On the right side of the page you will have a number of different fields that correspond to current goals. In “Area” you will have family & home, financial & career, mental and education etc. (You have to choose an area you currently have a goal in or else it will not show up in priority). In priority, you will have a list of your current goals you have in the area selected before. You then have to put the time in minutes per week you plan to spend on the goal selected in the field below. You are also able to add a goal by pressing the “Add goal” (2) button in the upper right of the screen.

Once finished press the save button (3) in the top right corner and you will be taken back to the wheel of life screen. You will see the goal you just created on the left side (4) of the screen and when clicked on you will see the chart and information of the goal on the right side of the screen (5). An eye icon (6) in the top right corner of the box is used for seeing further information on the goal.

On the upper left side of the screen there are various buttons that can be used to order the goals (arrow icon) and also filter the goals (filter icon). On the upper right corner of the page you can edit your notes using the notepad icon or delete your notes using the trash icon.

Goal planning

Within the submenu of goal planning you can plan your goals that you created in priority goals. There is a list with all the planned goals on the left side. Once you select an item from the list (1), its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, once pressed you will have a drop-down list where you will have to choose the goal you wish to plan. Once you have chosen and accepted the goal you will be taken to another screen where you will have to add additional information.

There are six different screens (7 if the goal is tangible). On the first screen, you will have to add today´s date (this is mandatory), your goal and whether it is specific, measurable, attainable, realistic or/and tangible (there is a “All” (4) button at the end of the list to select all the options listed before) and then to finish the first page you will have to add benefits from achieving this goal/loss to be avoided from achieving this goal.

The second screen is for possible obstacle. You can add an obstacle by pressing the “Add obstacle” (5) button. Once you’ve pressed the “Add obstacle” button a field will pop up on the left side of the page where you will write the possible obstacles that may occur. Also underneath the “Add obstacle” button another button will appear that says “Add solution” (6). Once you’ve pressed the “Add solution” button another field will appear below the last one called Solution. You will write your solution within that field. Once you’re finished you can press the “Convert to action” (7) button if you want this solution to convert into an action. You can add more than one obstacle.

The third screen is for actions. Any actions created in the previous screen (possible solutions) will appear here. You can also add actions from this screen by pressing the “Add action” (8) button in the upper right corner of the page. Once you’ve pressed this button an extra row of fields will appear where you will fill the adequate information. At the end of each field there is a “Finish” (9) button that you can press once you have completed the action or a trash icon that you can press if you want to delete the action.

The fourth screen is for adding repetitive actions. To add repetitive actions, you press the “Add repetitive action” (10) button in the upper right of the screen. When you press the “Add repetitive action” button a new line of fields will appear where you will fill in the action, start time, end time, start date, end date and also frequency. In the frequency, you will have four options, daily, weekly, monthly and every. If you select weekly a check list will come up with the days of the week and you will be able to select the days of the week you want it to repeat on, if you select monthly a check list will appear as well where you will be able to select the days of the month you want it to repeat on and if you select every a little box will appear under the field where you type in the action and you will be able to insert a number (for example I want it to repeat every 3 days). Then, if you click on the “create actions” (11) button, the corresponding actions will be added to the third screen and once you’ve pressed the create actions button you will no longer be able to edit the repetitive actions. Note that if you remove a repetitive action (clicking on the trash icon) all the actions on the third screen associated to this repetitive action will be removed.

The fifth screen is for people you want to know about this goal, but if the goal is tangible there will be an extra section called “Method of tracking progress”. The first field is where you can write who you want to know about this task (if anyone). If the goal is tangible you will have to add the quantity and units of the activity (for example running 5km) and also the period (day, week, month or year) you will also have to add the quantity and units of the benefits (for example $500) and also the period (day, week, month or year). You will also have to choose whether the goal supports your values with a yes/no checklist and also if its worth your time, effort and money required to reach it which you will answer with a yes/no/yes, but later checklist.

If the goal is tangible you will see an extra page that is for activity and benefits tracking. You can add tracking to your activities and benefits by pressing the “Add tracking” button on the upper right corner of the page. Once you press the “Add tracking” button a line of fields will open and you will need to enter the necessary information. You add a date, and then you add the activity and the benefits you will get from it in the following fields. These will be shown on the Daily planning screen.

The last page is for adding statements and visualizations. To add a statement/visualization you press the “Add affirmation” (12) button in the upper right of the screen. Once pressed it will open a few fields where you will choose where to use the statements/visualizations and also where you will write an affirmation. These will support the current goal you are planning. To add visualization, you need to press the “Add visualization” button on the right of the screen. Once pressed it will take you to your personal gallery where you will be able to choose which pictures you would like to use.

When you’ve completed all of these steps you will have to press the “Save” (13) button in the top right of the screen. Once you have saved it you will be taken back to the Goal planning screen where you will be able to see all the information you the goal you just planned. In the details section, there are some boxes with an eye icon in its top right corner (14). That means that you can click on the box to see more information about the topic. There is also a clone goal (15) and close goal (16) button. When you press the clone goal (15) button an editing screen will appear and ask for a new date and name. If you press the close goal (16) button a message will pop up asking if you are sure if you want to close the goal.

On the upper left side of the screen there are various buttons that can be used to order the goals (arrow icon) and also filter the goals (filter icon). On the upper right corner of the page you can edit your notes using the notepad icon.

All the actions created here will be imperatives and so, they will be shown in the imperative section inside the daily planning screen. Moreover, the tracking of tangible goals will be shown in the accomplishment section of this screen.

Affirmations/Visualizations

Within the submenu of Affirmations/visualizations you are able to see the Affirmations and visualizations of the goals currently in progress.

You can also add Affirmations and visualizations from this page by pressing the plus button (1) in the upper right corner, once pressed you will have a drop-down list where you will have to choose the goal. Once you have chosen the goal you can write an affirmation and also where to use them. You can also add visualizations by pressing the “Add visualization”(2) button underneath the fields. Once you’ve done this you will have the option to add & other, add & close or just close.

Realizations

Within the submenu of realizations, you are able to see the finished goals. The goals are only finished when all of the actions of the goals have been completed. Furthermore, they cannot be edited once completed.

On the upper left side of the screen there are various buttons that can be used to order the goals (arrow icon) and also filter the goals (filter icon).

Tracking

The green menu corresponds to a tracking. Within the menu there are four submenus, graphs, habits, track habits and time picture/ideal week.

Graphs

Within the submenu of graphs, you are able to see the tangible goals created on the left (1) and the graphs on the right side (2).

Once you select one of the goals from the list on the left side of the page its details will be shown in graph form on the right side (2). In the first graph, you will be able to see the statistics of the activity and in the second graph you will be able to see the benefit statistics of the goal selected. There is a little check box above the first graph which is called accumulative (3) where if you press it the graph will turn into an accumulative graph. Below the graphs you are able to see the actions of the goal and furthermore the statements and visualizations. You are able to see more details on these by pressing the little eye icon (4) in the upper right of the box.

On the upper left side of the screen there are various buttons that can be used to order the goals (arrow icon) and also filter the goals (filter icon).

Habits

Within the submenu of habits, you are able to create/see habits. You will be able to see and update the automatic habits in the daily planning screen under today’s accomplishments and the manual habits will appear in the track habits screen.

To get started with your habits you need to press the plus icon (1) in the upper right corner of the box. This will take you to an editing screen where you will have to enter the required information. Once you have entered the habit and start dates (which are mandatory) you will have to choose the type. Firstly, you will have to choose whether you want it to be yes/no or quantifiable and the whether you want it to be automatic or manual. If you choose yes/no you will only have to say whether you have completed it or not whereas if you choose quantifiable you will a have to enter a target in the field that will appear below. If you choose Automatic, you will have to update it in the daily planning screen under today’s accomplishments and you will also have to choose how frequently you want to do it (daily, weekly, monthly, periodic); but if you choose Manual you will have to track it under Habits submenu an no reference will appear under today’s accomplishments in the Daily Planner section. Once you have created a habit you will not be able to edit it. When you have selected a habit from the list on the left side (2) of the page you will be able to see your habit on the right side (3) and the graph showing its evolution on the time (4). Underneath, you will find two buttons: one to finish the habit (6) and another one to restart it (7). When you miss a day on an automatic habit, it will be automatically restarted.

On the upper left side of the screen there are several buttons that can be used to order the habits (arrow icon) and also filter the habits (filter icon).

Habit tracking

Within the submenu Track habits, you are able to see the progress of your habits. You will also be able to update your manual habits here.

On the Track habits page, you are able to see the progress of both your automatic and manual habits created in the habits screen.

Time picture/ideal week

Within the submenu of Time picture/ideal week you are able to see the imperative actions and meetings on the right and the ideal week on the left.

There are a few buttons along the top of the screen the day button will take you to the daily planning screen, the month button will take you to a monthly calendar and the configuration button (1) is used to create the ideal week for the timetable on the left side of the screen. Once you press the configuration button you will be taken to an editing screen where you will be required to fill the information needed. You can add extra fields by pressing the add button (2) at the bottom of the page and also remove a field but pressing the trash icon (3) at the end of the field. Once finished filling in the information press the save button (4) and you will be taken back to the previous screen.

On the right side of the screen there is an actual week timetable which is the same as the timetable located in daily planning.

Planner

The blue menu corresponds to planning. Within the menu there are four submenus, conference planner, communication plan, meeting planner and delegation plan.

Conference planner

Within the submenu of conference planner, you can plan conferences here. There is a list with all the conference plans on the left side (1). Once you select a plan from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can start planning your conference. There are two fields where you will have to insert the category of the conference and also the receiver. There is an “Add item to discuss” (4) button to the upper right of the screen, if you press it a few more fields will appear below. In these fields, you will have to add items to discuss, in the field “item” you will add the item you want to discuss and in the other field you will add the action. You will also have to add a date. This action will appear on the Daily planning screen under conference planner. Once finished with these fields you will click the save button (5) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your plan.

On the upper left side of the screen there are various buttons that can be used to archive the plans (folder icon), to order the plans (arrow icon) and also filter the plans (filter icon).

On the upper right corner of the page you can edit your plans using the notepad icon or delete your plans using the trash icon.

Communication plan

Within the submenu of communication plan, you can plan communications here. There is a list with all the communication plans on the left side (1). Once you select a plan from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can start planning your communication. There are nine fields where you will have to insert the information needed. There is an “Add subject” button underneath the fields, if you press it a few more fields will appear below. In these fields, you will have to add a date and also the subject. Next to the “Subject” field there is an “Add action” (4) button a few more fields will appear below the previous ones. You will have to add actions to be taken, date and whether it is your own or not, if it is not your own you will have to add a person responsible in a further field. This action will appear on the Daily planning screen under conference planner if it is not your own. But if it is your own it could be selected from important actions inside the Daily planning screen. Once finished with these fields you will click the save button (5) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your plan.

On the upper left side of the screen there are various buttons that can be used to archive the plans (folder icon), to order the plans (arrow icon) and also filter the plans (filter icon).

On the upper right corner of the page you can edit your plans using the notepad icon or delete your plans using the trash icon.

Meeting planner

Within the submenu of meeting planner, you can plan meetings here. There is a list with all the meeting plans on the left side (1). Once you select a plan from the list, its details will be shown on the right side of the page (2).

To get started you need to click the plus icon (3) in the upper left corner; this will take you to an editing screen where you can start planning your meeting. There are eight fields you will have to fill in with the information needed. There is an Add topic (4), Add note (5) and Add action (6) button underneath the fields, if you press them a few more fields will appear below. In these fields, you will have to the information needed. In the “Add action” you will have to add actions to be taken, date and whether it is your own or not, if it is not your own you will have to add a person responsible in a further field. This action will appear on the Daily planning screen under conference planner if it is not your own. There are also two check boxes under “is this a repetitive action´´ (9) if you check yes 3 more fields will appear, repeat every (insert number and choose period) and end date. But if it is your own it could be selected from important actions inside the Daily planning screen. Once finished with these fields you will click the save button (7) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your plan. It will also appear in the daily planning page on the timetable located on the right of the page.

On the upper left side of the screen there are various buttons that can be used to archive the plans (folder icon), to order the plans (arrow icon) and also filter the plans (filter icon).

On the upper right corner of the page you can edit your plans using the notepad icon or delete them by using the trash icon.

Delegation plan

Within the submenu of delegation plan you can manage all the plans that you want to delegate to other people. There is a list with all the delegation plans on the left side (1). Once you select a plan from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can start planning your meeting. There are five fields where you will have to insert the information needed. There is an Add step (4) and Add progress (5) button underneath the fields, if you press them a few more fields will appear below. In these fields, you will have to insert the information needed. This action will appear on the Daily planning screen under conference planner. Once finished with these fields you will click the save button (6) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your plan.

On the upper left side of the screen there are various buttons that can be used to archive the plans (folder icon), to order the plans (arrow icon) and also filter the plans (filter icon).

On the upper right corner of the page you can edit your plans using the notepad icon or delete your plans using the trash icon.

Contacts

The light blue menu corresponds to contacts. Within the menu there is one submenu, contacts.

Contacts

Within the submenu of contacts, you can see all your contacts. There is a list with all the contacts on the left side (1). Once you select a contact from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner or there is a synchronize button (4) that will get all your contacts from the current device you are using. If you choose to use the plus button (3) it will take you to an editing screen where you will have to fill in the information needed. Once finished with these fields you will click the save button in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your contacts.

On the upper left side of the screen there are various buttons that can be used to archive the plans (folder icon), to order the plans (arrow icon) and also filter the plans (filter icon).

On the upper right corner of the page you can edit your contacts using the notepad icon or delete your contacts using the trash icon.

Planner

The purple menu corresponds to a variety of different things. Within the menu there are eight submenus, imperative action steps, important action steps, repetitive actions, goal action steps, communication actions, daily planning, mission/purpose and future planning.

Future planning

Within the submenu of future planning you are able to see everything you have planned for the current month and upcoming months.

Within the calendar if a square is colored purple it means that you have something planned, or that there is an event for that day. You are able to add events by pressing on the day you want and then writing the event in the field underneath the calendar. You can swipe the screen left or right to see previous months or upcoming months. The events are recorded in the daily planning screen.

Mission/purpose

Within the submenu of mission/purpose you are able to see the goals created in priority goals. To add the goals, you press the little icon (1) next to the plus icon (2).

In the field mission/purpose you press inside the box to add the mission, in high payoff activities you press the plus icon (2) in the upper right of the box, a field will appear in the box where you will be able to type the activity, there will be a trash icon next to it which is used to delete the activity, in the personal goals to focus on this month there is an icon (1) next to the plus icon (2) that if you press it will give the option to choose your personal goals that are not to do with business, you can also add a personal goal by pressing the plus icon (2) in the upper right corner of the box, this will take you to an editing screen where you will have to fill in the required information, finally in business goals to focus on this month to add a business goal that has already been created press the icon next (1) to the plus icon (2) this will bring up a list of your business goals (this field only shows business goals). To add a business goal from this screen you just click the icon in the upper right of the box and fill in the required information. All this information will be shown in daily planning.

Daily planning

Within the submenu of daily planning you are able to see a variety of different screens. The first screen is divided into two parts the left part corresponds to the information on the mission/purpose page of the current month (1) and the right side you can see statements and visualizations of the goals selected for the current month (2). Furthermore, there is a plus icon (3) in the upper right corner of the page that allows you to add statements and visualizations for the goals of the current month. Finally, there is a “Go to today” (4) button at the bottom of the page which will take you to the daily planning screen.

The daily planning screen shows all the information of the current date. There are various buttons along the top of the page. The week button (5) will take you to another screen called time picture/ideal week which will be explained further on. The month button (6) will take you to a monthly calendar where you will be able to go to whichever day you want by clicking on the day. There are three buttons <<< (7), today (8) and >>> (9) which will allow you to go to yesterday, today and tomorrow. There is also a date picker where you select the date you want to go to. Finally, there is a speech bubble (10) icon that is used for the daily notes, where you can see and also edit them, a bell (11) icon that shows the information saved in future planning, if the icon is clear it means there is no information for the current day but if it is purple there is information for the current day.

The rest of the page is divided into six sections: imperative actions, important actions, contacts/follow-ups, conference planner, commitments/appointments and today’s accomplishments. All of the sections can be maximized by clicking on the > (12) arrow located next to the name.

In the imperative actions section, you can see all the imperative actions created for the current day. You can edit the starting hour and end hour for each action you can also go to the editing page where it was created by pressing the pencil icon (13). To finalize the action, you click the little box icon (14). You can also add an action by pressing the plus icon (15) in the upper right corner of the box.

In the important actions section, you have to add the actions to the list when wanted. You can add an action that has already been created in the meeting planner screen or the communication plan screen etc. To select an already created action you press the icon (16) next to the plus icon and select the action you want. You can also add a new one by pressing the plus icon (15). You cannot edit or delete an action once selected, you can only finalize them.

In the contacts/follow-ups section you can add the contacts with which you want to communicate/meet. To add a contact, you can choose from your contact list by pressing the button next to the plus icon (16) or you can add a new contact by pressing the plus icon (15). The new contact added by pressing the plus icon (15) will not be saved in your contact list. Once a contact is added you will be able to see their information and you can also add a description underneath. You can also finalize the contact by pressing the little box icon (14).

In the conference planner, you can see the delegation actions for the current day. You can add new delegation actions by pressing the either icon in the upper right corner of the box. The first one will allow you to create one for already existing receiver and the plus icon (15) will allow you create and action for a new receiver. You can also add a description underneath the actions and also finalize it by pressing the little box icon.

In the commitments/appointments section you will be able to see all of the imperative actions and meeting on the timetable. When you create an imperative or meeting action it will always remind you 10 minutes before the event. The bell icon (11) allows you to manage when you will receive the reminders for each event; you can put up to three reminders. The plus icon (15) is to add meetings to the timetable.

In the today’s accomplishments section when it isn’t maximized you will see a summary of the imperative actions completed, number of tangible goals and habits. You can add a description of the day and there is also a button that allows you to submit the day. When you maximize the section, you can see the tracking of the tangible goals (activity and benefits). You can also mark a habit as completed (the habit page will explain this further on).

When submitting the day if you have not completed all the imperative actions it will be mandatory to select a new date to complete it. If you have not completed the important or contact actions you can choose whether to set a new date for them to be completed or not. If all actions have been completed you will see a short message asking if you want to submit the day and you can select accept or cancel. If you accept the day will be submitted and you will no longer be able to edit it.

Communication actions

Within the submenu of communication actions, you are able to see the actions you have created in communication plan and meeting planner section located in the blue menu (only if they are your own). There is a list with all the communication actions on the left side (1). Once you select an action from the list, its details will be shown on the right side of the page (2).

You are able to edit these actions by pressing on the notepad icon in the top right of the page. Once pressed it will take you to an editing screen where you can change the name and type. The type will originally be important but if you change it to imperative you will have to add a start time and end time. As mentioned before these actions are originally important and therefore will be able to be selected from the important actions box in the daily planning screen but if you change the type to imperative it will appear in the imperative actions box and in the timetable inside Daily planning on the selected date.

On the upper left side of the screen there are various buttons that can be used to order the actions (arrow icon) and also filter the actions (filter icon). On the upper right corner of the page you can edit your steps using the notepad icon.

Goal action steps

Within the submenu of goal action step, you are able to see the actions of the goals you have planned. There is a list with all the actions planned on the left side (1). Once you select a planned action from the list, its details will be shown on the right side of the page (2).

These actions are imperative and therefore will appear in the imperative actions box and in the timetable inside Daily planning.

On the upper left side of the screen there are various buttons that can be used to order the actions (arrow icon) and also filter the actions (filter icon).

Repetitive actions

Within the submenu of repetitive actions, you can see all your repetitive actions created. There is a list with all the repetitive actions on the left side (1). Once you select a repetitive action from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can start your repetitive actions. There are 5 fields where you will have to insert the name, start date, end date, start hour and end hour. There is also a frequency list where you will have to choose how frequently you would like it to repeat. If you choose weekly you will have to choose days of the week you would like it to repeat on, if you choose month you will have to choose which days of the month you would like it to repeat on and if you choose periodic you will have to choose whether you want it every other day or so on (for example every 3 days). These actions are imperative and therefore will appear in the imperative actions box and in the timetable inside Daily planning. Once finished with these fields you will click the save button (4) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your repetitive actions. Once saved you will not be able to change the original fields (name, start date etc.) but you will be able to change each action. You will also be able to delete actions if needed.

On the upper left side of the screen there are various buttons that can be used to order the actions (arrow icon) and also filter the actions (filter icon). On the upper right corner of the page you can edit your steps using the notepad icon or delete them by using the trash icon.

Important action steps

Within the submenu of important action steps, you can see all your important action steps created. There is a list with all the important actions on the left side (1). Once you select an important action from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can start your important action steps. There are two fields where you will have to insert the date and action, both these fields are mandatory. This could be selected from important actions inside the Daily planning screen. Once finished with these fields you will click the save button (4) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your imperative actions.

On the upper left side of the screen there are various buttons that can be used to order the steps (arrow icon) and also filter the steps (filter icon). On the upper right corner of the page you can edit your steps using the notepad icon or delete your steps using the trash icon.

Imperative action steps

Within the submenu of Imperative action steps, you can see all your imperative action steps created. There is a list with all the imperative actions on the left side (1). Once you select an imperative action from the list, its details will be shown on the right side of the page (2).

To get started you click the plus icon (3) in the upper left corner, this will take you to an editing screen where you can start your imperative action steps. There are four fields where you will have to insert the information needed. The name and date are mandatory. This will appear on the Daily planning screen under imperative actions. Once finished with these fields you will click the save button (4) in the upper right corner of the page and you will be taken back to the main screen where you will be able to see your imperative actions.

On the upper left side of the screen there are various buttons that can be used to order the steps (arrow icon) and also filter the steps (filter icon). On the upper right corner of the page you can edit your steps using the notepad icon.

Settings

User profile

This page is accessed from the upper right corner menu, clicking the button with three horizontal rules. This screen contains contact information on the user, and data about the user license and its validity period.

Configuration

This screen lets the user configure basic application functioning points. It’s accessed in the same way the User profile is.

Global configurable values:

  • Language: The default language the application will be shown in after login.
  • Hour displaying format 24h: For those who prefer the military type hour.
  • First day of week: Lets the user select Monday or Sunday as the first week day.
  • Calendar start hour: Lets the user configure the hour in the day when the Calendar type elements will be shown.

Device configuration values:

  • Synchronize only with WiFi: Lets the user reduce the data consumption; set this option to synchronize data with the cloud only when your device is in a WiFi network.
  • Create notifications: Events can create notifications that will be shown in the device notifications area even when the application is not in use.
  • Calendar synchronization: For each calendar in device, select if you want to import events (from the device calendar to the application) or export events (from the application to the device calendar).

Besides that, there is a direct access to the iMy-Tyme™ Management Web for the user to manage their account. Just click on it and your default browser will be open to show the management web.

Important advice

This picture shows the configuration accessible only from tablet (iOS or Android) and contains device specific configuration (Device heading). When accessing iMy-Tyme™ application from a browser you will only be able to configure sections within Global heading.

Synchronization on WiFi only

When selecting this option, information generated within the tablet application gets synchronized to the cloud repository only when the tablet is in a WiFi network with Internet access. If this option is checked and a connection was not available, data will be stored only in the device database awaiting to be synchronized to the cloud as the connection is enabled. If the device gets lost when this occurs, data won’t be restored in a full synchronization from the cloud to the new device.

Make sure to connect often to the Internet to get your data consolidated across the cloud and to have a backup of your information. You can always access this screen and see the date and time when the last synchronization took place.

If you don’t configure this option and the device could use any other connection such as 3G/4G, the application will not wait for a WiFi network to be available and will synchronize the information to the cloud. Of course, this information traffic consumes data according to the given use and, when using a data-limited plan, the limit can be reached. We invite you to choose the better synchronization mode according to your device features and your hired plan.

Calendar event synchronization between device and iMy-Tyme™

One main thing is the bi-directional synchronization of events between a calendar (personal and corporative) and the events that are generated within the iMy-Tyme™ planner.

Currently, synchronization between calendars is delegated onto the tablet operative system capacity, so it’s not possible to synchronize calendars within the web application.

For every calendar, there are two buttons to enable or disable:

  • Importing events: When enabling this checkbox, you choose to show all events in the corresponding calendar within the calendar-type views in the iMy-Tyme™ application. As it is an external calendar that can be a corporate one, we can only view these elements and never edit them.
  • Exporting events: This checkbox enabled lets us to export all calendar-type events (those produced and shown within the calendar-type views in the application) to the selected calendar in such a way that, for a supervised calendar, whoever sees our calendar will see events arriving from iMy-Tyme™.[1]

Lastly, you should consider that the configuration page shows all calendars in your device and that they must have been set to synchronize to their own cloud; namely, from iMy-Tyme™ we decide to export events to the calendar set up in the device that, besides, has been set up to synchronize with a private or public cloud.

For example, in iOS devices, you can access Settings, Mail, Accounts, choose one particular account, and, within the next screen, you can see the calendar is set to synchronize to the corresponding calendar in the cloud. If the slider button is not on, it doesn’t matter if we set events from iMy-Tyme™ to be exported to that calendar: synchronization won’t take place due to this being unconfigured.

About

This screen shows your current App version number. Our Support Team will require it should you have any trouble working with iMy-Tyme™ App.

[1] Important note: Although you can edit within the target calendar the items exported to it from iMy-Tyme™, it’s not desirable to do it because, currently, no relation can be saved for the origin event and the exported one; thus, edition could entail appearance of duplications affecting visualization of elements.

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