Ways to create an item:

• New menu item
• Copy from an existing item
• Quick Entry Bar (tap View->Windows and Toolbars->Quick Entry Bar, or tap Menu->Windows and Toolbars->Quick Entry Bar for soft key menu)

Using New Menu Item

Tap the New command bar button, or Item->New for soft key menu.

General tab

1. (Optional) Tap the Template menu and select a preset template from the list.
2. Enter a name.
3. Select a level:
   • Same - create the new item on the same level as the selected item
   • Child - create the new item as a child of the selected item
   • Top - create the new item on the first level under the list title
4. (Optional) Select a priority.
5. (Optional) Select/Enter a category name.
6. Select a status type in the Show status field:
   • None - does not display status
   • Check Box - display a check box
   • Progress Bar - display a progress bar
7. (Optional) Mark the Auto check box to have the item automatically updates its status.
8. (Optional) Mark the Completed check box to indicate the item is completed.
9. (Optional) Set the % Complete to a value between 0 to 100 to indicate the progress of the item.
10. (Optional) Select an icon.
11. (Optional) Select a text colour.
12. (Optional) Tap on other tabs to enter additional information, see below for details.
13. Tap Ok.

To cancel the operation, leave the Name field blank and tap Ok, or tap the Cancel.

Details tab

• Set the text bold.
• Set the text italic.
• Set the Show icon option.
• Set the task/due date.
• Set the task duration.
• Set the reminder.

Links tab

• To create links to files, URLs, email addresses, items, or phone numbers, tap the Add menu and select the desired option.
• To edit a link, tap and hold on the link to display the context menu.

Note tab

Plain Text note edit

Rich Ink note edit (optional soft key menu interface)

Rich Text note edit (optional soft key menu interface)

If the TreNotes file uses Rich Ink or Rich Text note type, you have the option to edit the note using Word Mobile.

To edit note using Word Mobile:

1. Tap the Word Mobile command bar button, or Menu->Edit in Word Mobile for soft key menu.
2. Word Mobile will open with the current content of the note.
3. Edit the note.
4. Tap Ok to return to TreNotes.
   • If you are on the file selection screen in Word Mobile, tap the "X" button on the navigation bar (Pocket PC 2002 or later), or enter Ctrl+q using the keyboard input panel (SIP), or tap on TreNotes icon from the Start Menu to return to TreNotes.
5. Tap Ok to update the Note screen.

Note:

• Item reminder will be displayed only when the file is opened.
• Word Mobile on Windows Mobile 5.0 or later does NOT support editing drawings and recordings.

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