Introduction to Dashboard: using your iPad Calendar app for note taking
The dashboard tab helps you with your day to day activities.
Using your iPad Calendar app for note taking, Beesy will:
- sync your events and yours notes
- automatically generate tasks from your notes
- show you the tasks from your notes in your day planner
From the dashboard, you can view:
- your current iPad calendar app on the top left side
- the tasks from your notes on the top right side
- the last notes you typed at the bottom
A view on your calendar
Using your calendar
Beesy automatically uses your iPad calendars, those you decided to sync in iTunes.
Selecting a date on the calendar will list all the meetings you have during that day, below the monthly view.
It will also update your To-Do matrix on the right side.
If you click on a meeting in your calendar, Beesy will automatically create a meeting note with the note title being the one of the event and it will try to find out attendees as well.
This meeting note will be linked to your calendar event. If you come back to your calendar and tap on the event again, it will bring you back to your existing note. This way, you can easily find the notes associated to an event.
If you wish to edit the event itself, tap on the blue disclosure button at the right of the event cell.
If you wish to add a new event, simply tap the Plus button in the calendar toolbar.
Using the task matrix
The right top side of your Day Planner helps you manage your day and plan your week.
Control, Act, Plan, Analyse
Using the matrix top toolbar button, you can:
- Check overdue tasks to make sure you’re on schedule on your assigned actions
- Act on the tasks to be done the day you selected in the calendar
- Plan tasks to be done in the next seven days from the calendar selected date
- Analyse your activity portfolio, including all the people who have assigned actions
Discover the UI Matrix
Tasks are shown in a Urgent / Non urgent and Important / Non important matrix as explained in the Help on Notes.
The benefit of visualizing your work this way have been discussed in one of our blog article.
If you tap on a task, Beesy will automatically open your To-Do manager for details
Use the one week view to plan your week and the day view to handle your day to day job
Urgent / Non Urgent and Important / Non Important task matrix
Watch the tutorial
Using the reporting tool
Start by tapping the analyze button at the top right corner of the Day planner to analyze your activity portfolio.
This reporting tool will show your activities in a pie chart. You can sort your activities by project, by type of task or by people.
If you tap on a slice, Beesy will zoom on the tasks depending from this slice. For instance, on the left screenshot, we started to browse our activities by type of task and zoomed on one specific type. Beesy is showing who has assigned actions from that type.
You can zoom more by tapping on a new slice or go back by tapping the back button at the pie chart center.
You can access tasks for a slice by double tapping on it, Beesy will open your To-Do manager with the selected tasks.
If you keep your finger on a slice, you will get detailed information on this slice tasks.
Fast accessing your notes
The bottom area of the Day planner helps you access your last notes.
It will display the note title and date as well as the note agenda.
This way, you can have a preview of the note subject before accessing it.
You can add a new note as well, simply tap the Plus button in the note toolbar.
Accessing your last notes
> Back to the help introduction