There are a number of capabilities in LifeTopix that apply to multiple areas of the product. In order to ensure that the online documentation is as streamlined as possible, these common features are described here rather than repeating them multiple times elsewhere.
Access to your device Contacts
LifeTopix is fully and seamlessly integrated with your device’s Contacts. This means that, for example, when you define an object and wish to specify address, telephone, email or other contact information for the object, you have access to that information directly from your device’s Contacts. This is true for all types of contact information, including visitors, referrers of information, attendees and hosts for events, etc.
Default reminders in your device Calendar
If you specify a date for a date-oriented item in LifeTopix, LifeTopix adds a reminder to your device’s Calendar for that item. Via Quick Menu > Settings > My Settings, you can control how many days in advance of the item’s date the reminder will be generated. Date-oriented items are: tasks, projects, events, occasions, shopping lists, trips, visits, and bills.
Repeat functionality for date-oriented items
In this release of LifeTopix, you can configure appointments, bill payments, and tasks to repeat. To configure an item to repeat, go to that item’s details view and tap Not set to repeat to display the Schedule details view. Tap First Occurance to specify the date on which the first item in the repeat series should occur, then tap Repeat Every to specify the repeat interval for the series. If you specify a repeat interval that is week-based, then you can tap Days of Week to specify on which days of the week the repeat instances should occur. Tap End Type to specify whether the repeat instances should continue for a certain number of occurrences or until a specified date. Based on the End Type you choose, tap Occurrences or End Date and specify when the repeat series should end. If you select Number of Occurrences as the End Type, then the number you specify for Occurrences will determine the total number of instances to be created, including the first one. In other words, if you specify 1 for Occurrences, then only one instance will be created and there will be no repeat series.
Use Quick Menu > Settings > My Settings to control the maximum number of repeat instances that LifeTopix will create. Note that this setting will apply regardless of whether you specify an End Type of Until End Date or Number of Occurrences.
Once you have defined a repeat schedule, if you delete an item that is part of a repeat series, you will be given the choice to delete that item or that item and all future items. If you modify the attributes of an item in the repeat series, those changes will apply only to that item, not to all items in the series. When a Task or an Appointment in a series is edited and saved, if applicable, the attributes Title, Context Tags, Associated Item, Location, and Persons are also automatically saved in past and future occurrences.
Note that changing the definition of the repeat schedule for an item will cause the repeat schedule to be changed for all future items in that repeat series that are not initiated. (Tasks that are not initiated have a status of Not Started. Bills that are not initiated have a status other than Paid.) This means that if you have modified the date of one of the instances in a repeat series, that modification will get overridden when you modify the repeat schedule of the series.
The Hot List view in the LifeTopix dashboard displays all items for which a Hot List shortcut has been created. A Hot List shortcut can be created for most object types in LifeTopix. To create a Hot List shortcut for an item, tap-and-hold that item until the popup menu appears, then tap Add to Hot List.
Note that due to the limited screen size on some devices, the popup menu might contain more options than can be displayed. In this case, the popup menu will be scrollable to reveal all available options.
You can define context tags and associate them with items in LifeTopix to organize information according to your taste. Refer to My Context online help for more information.
You can associate certain LifeTopix items with LifeTopix objects. Once an item has been associated with an object, that item will be accessible from the object’s details view, enabling easy access.
To associate an item with an object, tap-and-hold the item, then select Associate from the resulting popup menu and choose the object to associate it with. Alternatively, go to the details view of the item and tap Add under the Association heading in the right panel. To remove an item’s Association, go to the item’s details view and tap Clear next to the association in the right panel.
Each item can be associated with at most one object. The following items can be associated with objects:
Note that due to the limited screen size on some devices, the popup menu may contain more options than can be displayed. In this case, the popup menu will be scrollable to reveal all available options.
Auto-create and auto-save for objects
If you specify a Description while defining a new object, the new object will be created and saved automatically as soon as you save the Description. In addition, all attributes you have specified for that object before you save the Description will be saved automatically. If you have not specified a required field for an object that is auto-created, LifeTopix will assign a temporary value for the required field.
Additional data for objects
Objects in LifeTopix contain information that is specific for that object type. The invitee list for an event you are hosting, and the start date for a project are just a few examples. But there are additional data items that are available to all LifeTopix objects and can be accessed at the bottom of the details view for each object. Those data items are:
|• tasks||• checkists|
|• appointments||• reminders|
|• bookmarks||• files|
|• audio clips||• photos|
|• videos||• notes|
Adding items to objects via , , or
Items such as tasks, notes, and services can be added to objects such as projects, events, trips, etc. When you want to add one of these items to an object, or want to add a product to a shopping list, you can tap to add a new item quickly by just specifying the item’s name, tap to add a new item with details, or tap to bring up a search window which will let you find existing items quickly.
LifeTopix supports the swipe gesture available to iOS applications. In most lists, you can swipe left or right to delete an item from the list.
Note that you can only delete a category if it does not serve as a touchpoint to another topic.
Sharing with others via email
The following objects can be shared with other LifeTopix users via email: tasks, projects, events, trips, visits, service providers, shopping lists, and checklists. Once shared, these objects can be imported by the recipient into their copy of LifeTopix.
From the details view for the object you wish to share via email, tap the in the right panel (under Discuss) to bring up an email composition window. The email will be pre-populated with a summary of the item’s contents and instructions to inform the recipient how to import the item into LifeTopix. In some cases, the To: field of the email will be pre-populated with relevant email addresses such as the participants of a project or the co-hosts of an event. When you are ready to share the item, tap Send.
The type of object determines the attributes that are shared:
|Tasks||Task title, Due Date, Categories, Description, Status, Priority, Effort, Started On date, and Finished On date|
|Projects||Project name, Categories, Description, Starts date, Ends date, Appointments, Reminders, Bookmarks, Notes, and Tasks without Owner or Repeat Schedule.|
|Events||Event name, Hosted By, Categories, Description, Starts, Ends, Location, Appointments, Reminders, Bookmarks, Notes, and Tasks without Owner or Repeat Schedule|
|Trips||Trip name, Description, Starts, Ends, Appointments, Reminders, Bookmarks, Notes, and Tasks without Owners or Repeat Schedule|
|Visits||Visit name, Description, Starts, Ends, Appointments, Reminders, Bookmarks, Notes, and Tasks without Owners or Repeat Schedule|
|Service Providers||Provider name, Categories, Contact Info, Rating, Description, Referred By, Appointments, Reminders, Bookmarks, Notes, and Tasks without Owner or Repeat Schedule|
|Shopping Lists||Title, Due Date, and Shopping Items (Product, Seller, Quantity, and Cost, etc.)|
|Checklists||Title, Contents, Order, and Item Status|
If someone has shared a LifeTopix object with you via email, you can import that into LifeTopix on your device by tapping-and-holding the attachment in the email. When you are importing a shared item, if the item already exists on your device, you will be asked whether you want to create a new item or update the existing item. If you choose to update the existing item, you will be shown the list of changes and asked to select which changes to apply. To view the details of an entry in the change list, tap its .
Note: LifeTopix uses an internal identifier to distinguish items from one another, not the item’s title or name. This means that if, for example, two LifeTopix users independently create a task on their device titled Pick Up Dry Cleaning and then one of them shares that task with the other, LifeTopix will view them as different tasks even though they have the same task Title. Similarly, if Bob shares a task named Pick Up Dry Cleaning with Lisa, Lisa changes that task Title to Pick Up Laundry, and then shares it back with Bob, LifeTopix will view that as the same task but with a changed Title.
Sharing with others via text message
Information from the following objects can be shared with other people via SMS text message: tasks, projects, events, trips, visits, service providers, shopping lists, and checklists. Currently, there is no mechanism for importing information shared via text message automatically into LifeTopix.
From the details view for the object you wish to share via text message, tap in the right panel (under Discuss) to bring up a text message composition window. Tap the people picker to choose a contact. The text message will be pre-populated with a brief message about the item. When you are ready to share the item, tap Send.
Sharing with others via social media
The following objects can be shared via Facebook or Twitter: tasks, projects, events, trips, visits, service providers, shopping lists, and checklists. Replies to this information can be imported by the poster into LifeTopix.
From the details view for the object you wish to share via social media, tap or in the right panel (under Discuss) to bring up a composition window, and then tap Share (Facebook) or Tweet (Twitter). To view the replies from a previous post of an object you made on Facebook or Twitter, tap View Replies, instead. If you have never provided your login credentials, or if your login authentication has expired, you will be prompted to enter your login credentials.
Once properly authenticated, you will receive a popup window with some information about the object pre-populated, which you can modify before tapping Submit. Note: A notification that the post succeeded means that the post was successfully transmitted to the Facebook or Twitter servers. However, depending on the load on Facebook or Twitter servers, there may be a delay before the post actually becomes visible to users. Due to the limitations of Twitter, the total length of a message posted on Twitter will be capped at 140 characters.
The first time you share on Facebook, you will be asked by Facebook to grant LifeTopix permission to access your basic information and to post to your wall. If you tap Don’t Allow, you will not be able to share LifeTopix information on Facebook.
The first time you share on Twitter, you will receive a popup wherein you must provide your Twitter username and password. Once you have done this, you will never have to enter your Twitter username and password into LifeTopix again unless you revoke access for LifeTopix via Twitter.
Exporting objects to a comma-separated value file
The following information can be exported to a comma-separated value (CSV) file and sent via email: tasks in a project, event, trip, visitor, service provider, or note; health and activity metric logs; checklists; and shopping lists. Once emailed, this information can be imported by the recipient into their copy of LifeTopix.
From the details view for the object you wish to export to csv, tap the in the right panel (under Export) to bring up a composition window, and then use the People Picker to select a recipient. The email will be pre-populated with a summary of the item’s contents. When you are ready to email the CSV file, tap Send.
When you export data to a CSV file, LifeTopix utilizes a specific naming convention for that file based on the type of data being exported. This filename must not be changed if the recipient plans to import the CSV file into LifeTopix. The filenames and the corresponding information they contain are:
|ProjectTasks.csv||Tasks for projects|
|EventTasks.csv||Tasks for events|
|TripTasks.csv||Tasks for trips|
|VisitorTasks.csv||Tasks for visitors|
|ServiceProviderTasks.csv||Tasks for service providers|
|NoteTasks.csv||Tasks for notes|
|LogItems.csv||Health and activity metric logs|
Importing objects from a comma-separated value file
Information for the following objects can be imported from a CSV file: tasks in a project, event, trip, visitor, service provider, or note; health and activity metric logs; checklists; and shopping lists. Once received via email, this information can be imported by the recipient into LifeTopix.
View the email that contains the attached CSV file you wish to import. Tap-and-hold the attachment until you see the Open In… popup window and tap Open in “LifeTopix”, then tap Yes on the confirmation popup to begin the import. If the import fails, a popup will appear explaining the reason for the failure. If the import succeeds, a popup will appear detailing the number of rows processed and the number of items imported.
When information is being imported into a checklist and the specified checklist does not exist, a new checklist with the specified name is created and imported items are added to that new checklist. When information is being imported into a shopping list and the specified shopping list does not exist, a new shopping list with the specified name is created and imported items are added to that new shopping list.
Note: LifeTopix relies on the name of the CSV file to determine what type of information is contained within the file. If you are importing a CSV file, make sure that you do not change the original filename. Also, The first line of the CSV file identifies the format of all the other lines in the file — the first line must be present. Finally, if the file you are importing contains an item that already exists in LifeTopix, a second instance of that item will be created leaving you with two of them.
Syncing Tasks via Google Tasks or Toodledo
You can sync tasks via Google Tasks for Toodledo. From the details view for the object you wish to export to csv, tap or in the right panel (under Sync). Next, log into Google or Toodledo to complete the sync.
Printing via AirPrint or to PDF
You can save information for some objects to a PDF or print some objects if you have a supported AirPrint printer. When you print an object, the information printed includes the following, as applicable: title, description, starts date, ends date, due date, location, list of tasks, and list of notes. To print or save to PDF, tap at the bottom of the view. Once the information is displayed, tap in the toolbar and select Save or Print.
To save the PDF, tap Save. It is saved to your local files under Notes + Files. If that object supports the print feature, then Print will appear in the resulting menu. Tap Print to bring up the Printer Options, select the desired printer and print options, then tap Print.