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InfoQube User Manual Page 1 of 281 InfoQube User Manual This manual has been automagically generated by dump2chm.pl on Apr 27 2019. It is a (rough) conversion of the online InfoQube User Manual and may contain some bad links, you've been warned. InfoQube Documentation: Main Page InfoQube User Manual The InfoQube User Manual is available in a number of forms: 1. Online Manual l Main Table of Contents or Detailed Table of Contents l Documentation Recent Updates l Release Notes 2. Windows Help File The Windows help file is normally installed as part of the installation process. A more up to date version may be available in the Downloads section of the main website. To use it: 1. Click here to download. 2. Unzip the downloaded file to a folder 3. To link InfoQube to this help file (so that pressing F1 brings up the help file), follow these steps: 1. Start IQ 2. Do Tools > Help > About > Support Info and note the location of the AppData folder 3. Close IQ 4. Using Windows Explorer, copy the InfoQube.chm file to this AppData folder 5. Start IQ 6. Press F1. The offline manual should open, showing the main User Manual page If the help file does not show any content, the file needs to be "unblocked": 1. Close IQ and the help file. 2. Right click on InfoQube.chm and select "Properties" 3. In the properties dialog select the "General" tab 4. Below the Advanced button at the bottom right, click on "Unblock" (note that this disappears once the file is unblocked) 5. Click on "Apply" or "OK" While in InfoQube, access the help file with Tools > Help > User Manual (local) or press F1. The Windows Help file is currently significantly out of date. 3. Chapter by chapter Offline MHT file This section contains snapshots of each of the main sections of the Online Manual. Click to download it. To enable offline reading on your mobile device, copy it to a Dropbox folder and use the Dropbox app on your mobile to set it to offline access 1. Introduction 2. InfoQube User Interface 3. InfoQube Data: Items, Field-values and Links 4. Searching, Filtering & Sorting 5. Importing 6. Exporting and Printing 7. Synchronizations 8. All Menu Commands 4. InfoQube IQBase The Welcome to InfoQube IQBase (system provided file) now contains the full User Manual. It can even synchronize with this community website to retrieve documentations updates Notes l These manuals are written and maintained by Pierre and IQ User volunteers...thanks a zillion. l The Windows help file format is updated by users, on a volunteer basis, so some information may not be as current as that in the online manual. l And thanks to Jibz for making it available offline and therefore right from the application! l Tips and tools to generate the Offline User Manual Click here to view online page with discussion and ability to update 1. Introduction file:///C:/Users/Keith/AppData/Local/Temp/~hh8E71.htm 2019-04-27 InfoQube User Manual Page 2 of 281 A Quick Introduction to InfoQube InfoQube is an Information Management System that provides all the tools you need to simplify your life: l Calendar l Multi-column Outliner Grids l Gantt and Timeline Charts l 2-D Surface l MapView l Pivot Table and Charts (when Office 2000+ is installed) l WYSIWYG Rich-Text, Markdown and Handwriting pane l Live-Search Rather than forcing you to accept predefined categories, InfoQube gives you the tools to create your own organizational structure: l Record and view information in one of the many InfoQube views l Use InfoQube to cross-reference information and associate values with this information l Use InfoQube to collect Web clippings and use the built-in rich-text editor to edit this content l Share this information with other users Increase Your Productivity with InfoQube InfoQube can be used to easily perform many daily tasks which are complicated with current main-stream office-like suites: l Manage your appointments and meetings and add an infinite amount of notes specific to that item, using one of the 3 built-in features: ¡ User-defined Fields: Add text, numbers and dates values to each item ¡ Rich-text Outliner: Add multi-level outlining notes using the built-in advanced rich-text outliner ¡ WYSIWYG Word Processor: Add fully formatted text to each item (including support for bullets, images and tables) l Manage your contacts and sale leads using the Address Book: ¡ Enter as little or as much details as you wish for each contact. No limits to the number of email adresses and phone numbers ¡ Organize your contacts in hierarchy (Company > Contact). Doing it this way, you only need to enter the Company phone numbers once and the built-in phone dialer will find this info for all contacts under the company. Contact specific phone numbers will be presented first, followed by Company ones. ¡ Quickly find contacts using any combination of: n One-click alpha-numeric filter (e.g. to only show contacts starting with the letter F) n Search box: enter part of a name and hit enter to get a filtered list n Easy grid and column filters. Hit CTRL-G to filter n Auto-Search: Just type in whatever column and matching items will come in focus. F3 will move to the next item. CTRL-F3 to toggle n User-defined fields (Work, Personal, Due, Hot, etc) ¡ Sort your contacts by (all methods support multi-key sorts) n Clicking on the column header n Drag a column header to the Sort bar n The Sort criteria ¡ Assign user-defined values to your contacts, to be used in filtering and sorting ¡ Use field equations to automatically flag contacts: n Compute a value based on when the contact was last contacted n Flag contacts those in due of a follow up (i.e. x days after last call) n Flagged contacts can be shown in a separate list and/or color highlighted n Enter the new call (or email) information and automatically have the contact removed from this "flagged" list (if desired) ¡ Enter outlining notes regarding this specific call to this contact ¡ Assign tasks, appointments related to this call ¡ Assign these to yourself or to co-workers l Manage your tasks more effectively: ¡ In a work-group environment, view only your tasks, tasks you've assigned to others, etc ¡ Use the Gantt Chart display to graphically view your tasks and: n Move tasks, change duration n Add dependencies simply by dragging a link between the two using the mouse (e.g. one task must be completed before starting another one) n Only show tasks that you can do now (hide tasks that have non-completed dependent n Show work-load graph (helps getting extra resources and/or move tasks to avoid overtime and better predict delivery dates) n In multi-user environments, view how tasks and info must move from one worker to another (using the Group By features) ¡ Enter Due Date, Duration, Effort Required and %Done ¡ Compute earliest delivery and critical path ¡ Get tasks flagged when due date is approaching / passed (color coded) ¡ See tasks start and / or stop in the Calendar l Manage all other types of info using InfoQube Grids: ¡ Use InfoQube fields to organize information into virtual folders ¡ Specify which folders are displayed in each grid file:///C:/Users/Keith/AppData/Local/Temp/~hh8E71.htm 2019-04-27 InfoQube User Manual Page 3 of 281 ¡ Organize the information in collapsible outlines ¡ Hoist to focus on one or more branches ¡ You can even put an item under many parent items l Use the new Surface View to emphasize specific items in 2-D: l If MS Office 2000+ is installed, you can use Pivot tables and charts to: ¡ Compute monthly totals, project totals, etc ¡ View aggregate info from different dimensions ¡ Create visually pleasant charts ¡ Export these to HTML files to share with others and/or publish Click here to view online page with discussion and ability to update InfoQube Program Install and Set-up InfoQube Program Install and Set-up InfoQube (IQ) comes in 2 flavors: 1. Installable (Win XP and up, Mac, Linux in Windows emulation) 2. Portable (Win XP and up) The portable flavor is identical to the installable one, not a scaled down / limited one. It works in even the most secured / locked down work environments / Internet cafés. It can run from a USB drive, does not write to the registry or to any local file. It leaves absolutely no traces behind. The portable flavor is in fact more immune to PC setup, so it will, in some cases, work correctly when the installable will not. These cases are rare though and both flavors generally work correctly. 1. Using the Installable flavor 1. Uninstall any previous versions (using the control panel Add/Remove Programs) 2. Download the InfoQube Installer 3. Unzip and run setup.exe. 4. When upgrading from a previous version, simply run setup and your settings will remain intact 2. Using the Portable flavor 1. Download the Portable InfoQube Zip file 2. Extract to any non-protected folder (local HD or portable). So do not copy IQ Portable to the Program Files folder !!! (e.g. Use c:\SomeFolder, MyDocuments\SomeFolder, etc) 3. If you wish to have a desktop shortcut: 1. Right-click on the file InfoQube.exe, select - Send To > Desktop 2. You can drag this shortcut to the Quick Launch section of the Windows Start Menu 4. If you wish to add it to the Start Menu: 1. Right-click on the file InfoQube.exe and select Copy.
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