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Jan
Jan Jasper

Jan Jasper
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Occupation:
Productivity & Microsoft Outlook Expert

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Jan Jasper has been helping people be more productive since 1988. From Fortune 500 executives to solo professionals and entrepreneurs, Jan's workflow coaching has helped thousands of busy people become more productive. She also provides customization, configuration, and coaching for Microsoft Outlook. Jan is the author of "Take Back Your Time: How to Regain Control of Work, Information, & Technology" (St. Martin's Press). Jan is an adjunct instructor at New York University. She also teaches "Time Management & Organizing Skills for Attorneys" to lawyers for New York State CLE cre

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New York City Metro / New Jersey

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Jasper Productivity Solutions

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Getting the Most From Your Palm or other PDA

by Jan Jasper  RSS Jan Jasper
 

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Many people buy a PDA (personal digital assistant) such as the Palm Pilot, Pocket PC, or Treo hoping it will magically, effortlessly get them organized. They may spend hundreds of dollars on a fancy handheld with everything from an appointment book to E-mail & web access - then end up only using it for phone numbers!

- Reality Check -
A PDA can be a tremendous help, but it doesn't work by itself. You must be a fairly organized person to begin with. Someone has to enter the data regularly, not to mention backing it up, plus keeping the battery juiced up. If you manage time badly, can't prioritize, and your to-do list is hundreds of items long, putting it into digital format won't help you.

Plus, even the most amazing PDAs have their limits. Regardless of their bells and whistles, they run pared-down verisons of the software programs. If this is your first attempt to get digitally organized, it might not bother you. But for power users who are accustomed to a full-fledged contact or information management program such as Outlook, Act, or Goldmine, it can be a big disappointment.

- Syncing -
The problem is partly that the bundled desktop software and synchronizing utility that connects your desktop (or laptop) computer to your handheld is quite rudimentary. Fortunately, there are some good 3rd-party synching utilities. Look at products from CompanionLink, DataViz, and Chapura - these will get more of your data into your handheld. But even with the best syncing conduit, not everything can be transferred to the PDA. For example, you may not have all the fields you want, links between contact and appointments may be lost, and notes may be truncated.

- Look Before You Leap -
Do some testing so you know what to expect. Synch your database from your desktop computer to your PDA, and look carefully to see if all the information you need survived the journey. Then synch back from PDA to desktop and look again. Take time to set up the sync process and the field mapping. You may find that some of your information simply cannot sync to the PDA - but it may not be anything you have to carry with you. Or you can devise a workaround. As long as you know the PDA's limitations, you won't be caught off-guard.

*The usual disclaimers apply. My mentioning these products is not a guarantee of any sort. Obviously, you should not change anything until you've completely backed up your files. You already do that, right?

Copyright Jan Jasper 2008

Internal Tags: Information Technology, Information Technology Articles

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Jan Jasper, New York City Metro / New Jersey - September 5th, 2008
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