Templates - Overview
Quick Entry Templates facilitate the insertion of regular appointments that you have. The first step is to create the template. You can either long tap any existing appointment in the Event Selection List (displayed with brief tap in any view) and select the command Save as Template, or you can tap on the Template button in the Event Selection List and tap the green [+] button to create a new template.
To use the template, in the Event Selection List, tap the Template button, and select the template you want to insert. If you displayed the Event Selection List with a brief tap on a time slot in the Day/Day+ views, then the time of the template is set to that of the time slot you tapped. Otherwise, if you tapped an untimed slot, or tapped in any view other than the Day/Day+ views, the original time of the template will be preserved. You can always force the time of the template to be that of the template by using the Action Tag [FixedTime] which you can set in the Edit Dialog by clicking on the New Tag button. There is also a useful tag, ScheduleIn: which can be used to insert a template at a fixed point in the future (for example, always 2 hours from whenever it was inserted - useful for things like parking meter reminders, etc.).
Whenever you select a template in the current session, it is remembered so that the next time you invoke the Template Dialog, the list is automatically scrolled so that the item is visible (and if possible, also at the top of the Template list).
To modify a template, tap on the Template button in the Event Selection List, long-press the template and select Edit Template from the popup command list, or select Delete Template to remove the template, or Delete All Templates to remove all of them. Note that Delete All Templates removes all templates, including templates that may not be displayed in the current list of templates (for example, if the list of templates is brought up over the Tasks View, then regular appointment templates are not displayed, or perhaps sub-group templates are being hidden, but regardless, all templates will be deleted by this command.
There are two other popup commands: Show All Templates which always displays all templates, and Hide Subgroup Templates which hides all templates that are part of a group (except for the master template in the group). At this time, P/A does not support the ability in P/D to insert a template from a group and automatically have all other templates in the same group automatically inserted with their start times set in reference to the template that was actually selected and inserted.
When a template is inserted, the date is always set to the day that the Event Selection List is displaying. If the item is a repeat event, the repeat specification is automatically adjusted to make sense for the day on which the template was inserted.
You can insert comments into the description field (or use this feature to start off with a completely blank description field) by enclosing the comment in double angle brackets (i.e. two open and two close angle brackets -- not the «guillemote» characters). For example, you might have two birthday templates - one for general use and one just for family members which display the same description field when inserted, but which are easily distinguishable in the template list:
Both templates when inserted would only display "Birthday:" in the description field.
Automatic Date/Time Stamp
Sometimes you may need to record an event and want to automatically have the item date/time stamped with the current date and time. First, create a new event and set up any boilerplate text or attributes (for example, you may want to record four different types of events, so you can preset the text, preset the category the item is in, possibly assign an icon, etc.). Then put either one or both of these tags in the description field and/or the note field and/or any of the four custom fields (the tags are exploded in all fields):
<<date>> generates the current date in the short date format (as mm/dd/yy or dd/mm/yy etc. depending on the preference setting that controls the date format).
<<time>> generates the current time (as HH:MMa or HH:MM - depending on the preference setting that controls the time format).
For example, suppose you are taking a trip and want to record every time you stopped for gas, you could create an event with this description: Stopped for gas on <<date>> at <<time>> and when this template is inserted, you would see the description as Stopped for gas on 5/24/2012 at 9:20am.
Action TagsThere are also several special Action Tags that you can insert into templates to perform special actions as they are inserted. For example, if you use the SkipEdit tag, the template will not invoke the Edit Dialog when it is inserted, but rather gets inserted as-is. The ScheduleIn tag allows you to preset the time for the event based upon some future offset from the current time, so, for example, it is always inserted two hours ahead of the current time. This can be handy for timing events like parking meters, cooking etc. See the Help Section on Action Tags in Event Attributes for other tags that may be useful in templates.
Backing up and Importing/Exporting TemplatesYou can backup or export all your templates by tapping on the Export button in the Template Dialog. You can import a previously saved set of templates by tapping the Import Button. Imported templates are appended to the list of existing templates. If you want to remove all existing templates first, then long-press any template and select Delete ALL Templates from the popup command list.