WHAT CAN I DO HERE?

The Agenda view or Home view provides an overview or outline of the things that you need to accomplish today, tomorrow, and the next seven days in a convenient list view. This view keeps all your important things top of mind and provides easy access for managing these items. This is the view that you would typically look at first thing in the morning and throughout the day. Take note that the items that display on your Agenda are configurable through the filter. From your Agenda, you can create to-do lists (checklists) and most other LightArrow app items on the fly.

GLOSSARY OF TERMS

Filters: The filter examines the calendars and types of items that you request to show on the Agenda view, and then presents qualifying types of items in the Agenda view.

Hot List: The ability to add your favorite and most-commonly used views and items to the “Hot List” view for easy access. This saves you time in navigating to a frequently-used view, which might be buried inside different topics.

Quick Add: The ability to quickly add a variety of different types of items directly from the Agenda view or Quick Menu.

Quick Log: The ability to quickly log a variety of different metrics directly from the Agenda view or Quick Menu.

FILTERS

The filter icon at the top-right of the Agenda view enables configuration of the items you wish to show or hide in this view. If you are seeing items that you don’t want to see or if you want to see items you believe are missing, this is the first place you should check. For example, if you’re not seeing events from your calendars (such as Google calendars) or LightArrow app items, tap the filter icon to see what’s filtered out from the view.

Tapping the checkboxes enable or disable the viewing of the items that are listed. You can show the calendars you wish to view events from (such as iCloud, Exchange, Google, Yahoo, Aol., or Outlook.com) and you can choose whether or not to show iOS reminders. You can also choose the types of LightArrow app items you wish to hide or show, such as closed items, appointments, bill payments, events, expenses, notes with date tag, occasion reminders, projects, quick inbox items, checklists, reminders, shopping items, shopping lists, tasks, trips, visits, health stats, medication, nutrition stats, activity, or wellness stats.

ALERTS AND AGENDA CHECKLISTS SECTION

In this section, you can

  • View overdue and undated items.
  • Create or add most items available in your LightArrow app, such as tasks, shopping lists, notes, etc. via Quick Add.
  • Quickly log an item, such as activity or medication via Quick Log
  • View, add, and modify checklists/to-lists.

OVERDUE AND UNDATED ITEMS

The Overdue and Undated tiles alert you to anything that needs your attention. Alerts occur for items that are due within the next five days or are currently overdue. You can tap any of the tiles to access these items and modify them. For example, alerts include:

  • Overdue tasks.
  • Incomplete shopping lists for which due dates have passed.
  • Unpaid bills for which due date has passed.
  • All open items that do not have a date associated.

How to manage overdue items:

  1. In the Alerts & Agenda Checklists section of the Agenda view, tap the Overdue tile.
  2. The Overdue view appears, which allows you to manage any of the items that are listed.
  3. After tapping an item to expand it, you can selection any of the options that are available for the selected item to manage it.

Note: Through My Settings, you can change the behavior of overdue items. You can choose whether overdue items include only overdue items, items due later today, or to exclude items due today.

How to manage undated items:

  1. In the Alerts & Agenda Checklists section of the Agenda view, tap the Undated tile. This tile provides access into any task, shopping item, or iOS reminder that you haven’t set a date for.
  2. The Undated Open Items view appears, which allows you to manage any of the items that are listed. It is divided among, Tasks, Shopping, and iOS Reminders. Tap any of these options (Tasks, Shopping, iOS Reminders) to see a grouping of these items.
  3. After tapping an item to expand it, you can select any of the options that are available for the chosen item to manage it.

QUICK ADD AND QUICK LOG

How to access Quick Add:

The Quick Add menu enables you to add several types of items in your LightArrow app. You can access Quick Add from many areas of the Agenda view, including:

  • The plus sign in the Alerts & Agenda Checklists section.
  • The plus sign in the Agenda Items section.
  • The Quick Menu at the bottom-left of the screen.

Note: The selections vary depending upon the menu that you use. For example, if you’re adding items via the plus sign from the Agenda view, items that you would not typically include on your agenda or calendar are not offered for selection.

To use Quick Add:

  1. Use one of the methods above to access Quick Add.
  2. Tap Quick Add.
  3. Choose the type of item you wish to add.
  4. Refer to the following sections for more information:
Tasks Tasks + Projects
Projects Tasks + Projects
Shopping Items Shopping + Gifts
Appointments Events + Appointments
Reminders Events + Appointments
Hosting Events Events + Appointments
Attending Events Events + Appointments
Occasion Reminders Events + Appointments
iOS Calendar Items Events + Appointments
iOS Reminders Events + Appointments
Notes Notes + Files, Lists
Checklists Notes + Files, Lists
Files Notes + Files, Lists
Bookmarks Bookmarks + Lockers
Lockers Bookmarks + Lockers
Expenses Finances
Assets Home + Assets
Expenses Finances
Bills Finances
Trips Travel + Places
Visitors Travel + Places
Contacts Contacts
Service Providers People + Services
Attending Events Events + Appointments
Trips Travel + Places
Visitors Events + Appointments
Contacts People + Services
Service Providers People + Services
Audio Events + Appointments
Drawings Notes + Files, Lists
Bills Finances
Inbox Items My Inboxes

Note: If you access Quick Add from the Quick Menu, different options are available. The additional items are items that normally don’t include due dates; therefore, typically you don’t add them to your Agenda.

How to use Quick Log:

Use Quick Log to quickly log items such as your activity, nutrition, health stats, and wellness.

  1. Tap the plus sign at the top of the Agenda view.
  2. Tap Quick Log.
  3. Choose the type of item you wish to add.
  4. Refer to Health + Goals for more information.

CHECKLISTS

Refer to Checklists to learn about creating checklists.

TODAY, TOMORROW, AND THE NEXT 7 DAYS (AGENDA ITEMS SECTIONS)

Items with the dates designated for the current day, the following day, and the next seven days appear in these sections. This includes items such as checklists, appointments, bill payments, events, expenses, notes with date tag, occasion reminders, projects, quick inbox items, checklists, reminders, shopping items, shopping lists, tasks, trips, visits, health stats, medication, nutrition stats, activity, or wellness stats. However, you can filter these items as desired. All of the items in this section can be modified via the expanding cell. In addition, items can be added to the Hot List or converted to a different type of item.

How to set status and due date of a task in the Agenda view:

You can set the status of a task or change the due date of a task directly from the Agenda view in a few simple taps.

  1. In the Agenda view, locate the task you wish to set status for.
  2. When the cell expands, tap Status or Due.
  3. If you’re setting a due date, tap Due and then tap the desired due date.
  4. If you’re setting the status, tap Status and then tap On Hold, In Progress, Completed, or Canceled.

How to convert an item to a different type of item:

Many types of items can be converted to different types of items. For example, an iOS reminder to buy milk can be converted to a shopping item.

  1. In the Agenda view, locate the item you wish to convert.
  2. When the cell expands, tap Convert.
  3. The app presents the types of items the item can be converted to.
  4. Tap the item you wish to convert it to and then complete the fields.
  5. Tap Save.