Differences between web and mobile version

The mobile version of Organisemee offers you already lots of functionalities so that you can manage your tasks on the go.

Nevertheless there are some functionalities, which are currently only offered in the web version. These differences are described in the following:

Inbox / Outbox

In the current version, neither the inbox nor the outbox are accessible from the mobile version. Nevertheless, you can manage tasks, which have been assigned to you, and which you already accepted. And you can manage tasks, which you have assigned to your Organisemee contacts.

So, when you collaborate a lot with your contacts, you need to login the web version regularly to check for newly assigned tasks. But we think all functionalities you need to manage your tasks on the go are already available in this mobile version.

Archive

In the mobile version, you can not access the archive. Also, you can not archive a task.

Contacts

Even in the mobile version you can assign a task to a contact, and when this contact is another Organisemee user, this task is send to him.

When you want to find another contact, or create one of your own, then this contact management functionalities are only available in the web version.

Settings

In the mobile version only the settings relevant for your mobile experience can be defined. All the overall settings (e.g. communication channels for sending the reminder) or your profile (e.g. password) can only be defined in the settings within the web version.

Login

To access the mobile version of Organisemee from your mobile phone you need to enter the following URL into the browser of your mobile phone:

When entering this url, the login page shown on the right should be displayed.

Here you need to enter your username and password. Please enter the same username and password you are using when accessing the web version of Organisemee on your PC or Mac.

To enter Organisemee, you need to press the login button. You will be forwarded to the list view or any other start page defined by you in the settings.

In case you want to access Organisemee frequently from your mobile phone, you can click the check box 'Remember me from this phone' before login in. Then you will directly logged into Organisemee the next time you enter or select the url in you mobile phone's browser.

In case you have forgotten your password you can click on the text link 'Click here'. Then you receive an mail with your password on the mail account you have defined in your profile. When you can also access your email account from your mobile phone you are able to continue login into Organisemee via your mobile phone. If not, you need to check you mail account from your PC or Mac before you can continue.

View - List view

In the mobile version of Organisemee, you have access to the same lists you have created in the web version. Only difference is, that the different lists are not displayed horizontally, but vertically in the mobile version.

Like in the web version, you switch between the list, due date and priority view by clicking on the appropriate entry on the top of the page.

To display the task's or todo's of a certain list you need to click on the name of the list. Then, a new page will be loaded showing the details of the list.

Within the list view, you can also do the following:

• create a new task
• manage your lists
• manage your settings
• sign out

To create a new task, you need to press the appropriate button. Then, a new page will be loaded, where you can create a new task.

Within the list view, you can additionally initiate to change or create new lists. Therefore you to press the 'Edit lists' button. Then a new page will be loaded, where you can create a new list, change an existing one, or even delete a list.

You will be guided to your settings for the mobile version of Organisemee by pressing the 'Settings' text link, where you can also adapt them.

Finally, you need to press the 'Sign out' text link when you want to leave Organisemee.

View - Due date view

Within the due date view, there are different sub views accessible, which represent all the tasks with a due date within a certain period starting from today.

When clicking of one of the sub-views, a new page will be loaded displaying all the task which have a due date in the respective period of time, e.g. in the next 3 days.

Overall, the following 8 sub views are available, like in the web version:

Today, in 2 days, in 3 days, this week, in 7 days, in 10 days, in 14 days, this month

In the web version, you could define which of these 8 sub views you prefer. Depending on the selection of the web version, the same sub views will be displayed in the mobile version. The selection of the sub views can only be changed in the web version.

Except the not existing 'Edit lists' button, all other options are identical with the list view.

View - Priority view

Within the priority view, there are different sub views, representing all tasks with a certain priority.

When clicking of one of the sub views, a new page will be loaded displaying all the task with the selected priority.

Overall, the following 5 sub views are available, like in the web version:

High priority, Medium priority, Low priority, No priority, All (independent from their priority)

Except the not existing 'Manage lists' button, all other options are identical with the list view.

Sub views / lists

When clicking on one of the entries within the list, priority or due date view, a list of tasks will be displayed. The displayed tasks depend on the selected view and the sub view.

Every tasks is shown as an individual row, which contains a check box on the right, and then the description of the task.

Tasks, which you have assigned to a contact who is an Organisemee user, are marked by the '=>' sign next to the description.

And tasks, which have been assigned to you have the '<=' sign next to the description.

Depending what options you have chosen in your settings, either the priority, or the due date, or both information are also displayed in the row.

For mobile phones with small displays probably only the description can be displayed, whereas at least one of the other information should be displayed for mobile phones with a larger screen directly in the sub view.

In case you have completed a task you need to check the check box. To finalise the completion, you also need to press the 'Save' button at the bottom.

To see the details of a task you need to click on the description, which is actually a text link. Then, a new page will be loaded, where you can also initiate actions (change, delete) on the task.

Below the list of tasks, there is a selection box where you have the opportunity to select the sorting criteria of the list. Here you can chose between the following entries:

• Ascending by priority
• Descending by priority
• Ascending by due date
• Descending by due date

To activate the sorting, you need to select the sorting criteria first, and then press the 'Save' button. Please note that you can even sort by a criteria which is not currently displayed.

Beside the already mentioned 'Save' button there is a button for creating a new task. When pressing the 'New task' button, a new page will be loaded where you can create a new task.

Finally, there is the 'Home' button, which brings you to the list view.

Display own task

When clicking on one of the tasks from any of the sub views within the different views, the details of the task will be shown, like in the graphic on the right.

The following data of a task will be displayed:

• Description
• Priority
• Due date
• Assigned to contact
• Reminder before due date
• Reminder on due date

Please note that there is only one row for the information, if the task is assigned to a contact. When the task was created by you, and is not assigned to someone else, the row contains the entry 'none'.

To display the potentially complex reminder information properly, the reminder before due date and the reminder on due date are displayed in separate row.

By pressing the 'Back' button you will go back to the page where you initiated to see the details of the task.

In case you want to change the task, you can press the 'Change' button. Then, a new page will be loaded, where you can change one or several data of the task.

Also you can delete the task by pressing the 'Delete' button. Afterwards you will be directed to the list from where you have opened the details of the task, now without the just deleted task.

Display task assigned to you

When you have clicked on a task which has been assigned to you (represented by the <= sign in the description), the page on the right will be loaded.

The displayed information are identical then for a task created by you, except from the entry in the contact area.

Here the name of the contact is displayed who has assigned the task to you.

In opposite to the task created and performed by you, you can not delete this task, and therefore no button is available.

Instead you can give the task back to the contact, who has assigned this task to you. When clicking on the 'Give back' button, a following page will appear, where you have the option to enter a message to the creator of the task. By pressing the 'Give back' button also on this page, the task will be finally given back.

Display task assigned to contact

When you have clicked on a task which you have assigned to a contact (represented by the => sign in the description), the page on the right will be loaded.

The displayed information are identical then for a task created by you, except from the entry in the contact area.

Here the name of the contact is displayed to whom you have assigned the task.

In opposite to the task created and performed by you, you can not delete this task, and therefore no button is available.

Instead you can call the task back from the contact. When clicking on the 'Call back' button, a following page will appear, where you have the option to enter a message for the contact. By pressing the 'Call back' button also on this page, the task will be finally called back.

Change own task

After clicking the 'Change' button when displaying a certain task created and executed by you, the following page will be loaded where you can change the entries of the task.

You can edit all data of the task:

• Description
• Priority
• List, which the task belongs to
• Due date
• Assigned to contact
• Reminder before due date
• Reminder on due date

The current description is displayed in a text entry field so that the can directly edit the description in the field.

For changing the priority, you need to select another priority from the pull-down menu.

You can also move the task to another list by selecting the name of a list from the pull-down menu containing all the lists created by you.

To enter or change a due date, you need to select the appropriate day, month and year from the pull-down menus.

For assigning the task to a contact, there are two pull-down menus. Depending if you want to assign the task to a contact created by you, or to a contact who is another Organisemee user, you need to select the name in the appropriate pull-down menu. Please notice that you can only select a name in one of the two pull-down menus.

When you want to set a reminder for the task, you can directly assign the standard reminder by checking the respective check box. In case you want to set an individual reminder, you need to click on the 'Define' text link. Then a new page for setting or changing the reminder will be loaded.

To save the changes for the task, you need to click on the 'Save' button. Then a new page will be loaded, displaying the up-to-date details of the task.

Change task assigned to you

When you display a task, which has been assigned to you, and you click on the 'Change' button, the following page will be loaded.

For such a task you can only change the following data:

• List, which the task belongs to
• Set a due date in case the contact has not defined a due date
• Reminder before due date
• Reminder on due date

You can move the task to another list by selecting the name of a list from the pull-down menu containing all the lists created by you. This movement has no influence on the list on the side of the contact, who has assigned the task to you.

In case no due date is set by the contact, you can define your own due date, which will not be visible to the contact. You need to have a due date set before defining a reminder.

You can also set and change a reminder for the task, which will only remind you, but not the contact to whom you have assigned the task.

To save the changes for the task, you need to click on the 'Save' button.

Change task assigned to contact

When you display a task, which you have assigned to one of your Organisemee contacts, and you click on the 'Change' button, the following page will be loaded.

For such a task you can only change the following data:

• Priority
• List, which the task belongs to
• Due date
• Reminder before due date
• Reminder on due date

For changing the priority, you need to select another priority from the pull-down menu.

To enter or change a due date, you need to select the appropriate day, month and year from the pull-down menus.

This two changes will also be visible for the contact, to whom you have assigned the task.

You can move the task to another list by selecting the name of a list from the pull-down menu containing all the lists created by you. This movement has no influence on the list on the side of the contact, to whom you have assigned the task.

You can also set and change a reminder for the task, which will only remind you, but not the contact to whom you have assigned the task.

To save the changes for the task, you need to click on the 'Save' button.

Set reminder

Either when you have pressed the 'Set reminder' option when displaying a task, or the 'Define reminder' option when changing a task, the following page for setting a specific reminder will be loaded.

In the upper part you can define or change the reminder before due date, whereas in the bottom part the reminder on due date can be set.

For setting the reminder before due date, the following options are available:

You can assign, how many days before due date the reminder should be send, by selecting the number of days from the pull down menu.

Then you can define up to three times, when the reminder should be send during the reminding day(s). Here you need to enter the hour and minute in the appropriate text fields, and then define if the time is in the morning or afternoon/evening.

Also, you can define, if the reminder before due date should only be send on the one day specified above, or on all days between this day and the due date. You just need to check the box.

For setting the reminder on due date, you can enter up to three times when the reminder should be send.

Finally, you can specify, how the reminder for this task should be send to you. Your default communication channel is pre-selected, but you can choose whatever way you have specified in the settings.

To set the reminder, you need to press the 'Save' button.

When you where in the progress to change the task in general, the change page with your newest changes will be loaded.

In case you have just started to set the reminder when displaying the task, you will see the task including the just set reminder.

Create task

When you have clicked on the 'New task' button in the overview, or in the due date or priority view, the following page will be loaded.

Here, you can enter the following information for creating a new task:

• Description (mandatory)
• Priority (optional)
• List, which the task belongs to (mandatory)
• Due date (optional)
• Assigned to contact (optional)
• Reminder before due date (optional)
• Reminder on due date (optional)

You can enter the description right into the text field. You need to enter at least one, and maximum 255 characters.

For setting a priority, you need to select a priority from the pull-down menu.

When you have not clicked on the 'New task' button in a list, you need to assign the task to a list by selecting the name of a list created by you from the pull-down menu. Tasks created from within a list are automatically assigned to this list.

To enter a due date, you need to select the appropriate day, month and year from the pull-down menus.

For assigning the task to a contact, there are two pull-down menus. Depending if you want to assign the task to a contact created by you, or to a contact who is another Organisemee user, you need to select the name in the appropriate pull-down menu. Please notice that you can only select a name in one of the two pull-down menus.

When you want to set a reminder for the task, you can directly assign the standard reminder by checking the respective check box. In case you want to set an individual reminder, you need to click on the 'Define' text link. Then a new page for setting the reminder will be loaded.

To save the new task, you need to click on the 'Save' button. Then the view will be loaded, where you have initiated the creation of a new task.

Delete task

You can only delete tasks created by you, and which are not assigned to one of your contacts.

When displaying such a task, a 'Delete' button is available at the bottom of the screen.

When pressing the delete button, the task will be deleted directly, without any further warning.

Then, the list or sub view, from which you have opened the details of the task, will be loaded.

In case a reminder is set for this task, then this reminder will also be erased.

Tasks assigned to a contact

When you want to delete a task, which you have assigned to one of your Organisemee contacts, you need to call back the task first. Please see the appropriate help chapter for further details.

Tasks assigned to you

Also you can not delete a task, which is assigned to you from one of your contacts. Alternatively, you can give this task back to the contact. Please see the appropriate help chapter for further details.

Assign task to contact

You can assign a task to a contact

• when you create a new task
• by changing an existing task created by you, which is currently not assigned to another task

Like in the web version, there are two types of contacts:

• contacts created on your own
• contacts who are Organisemee users

There is a section for each of the two types of contacts.

Assign own contact

To assign a contact created on your own you need to open the respective pull-down menu. Here, all contacts created by you in the web version will be listed. By selecting one of the names you assign the task to this contact.

Assign Organisemee contact

To assign another Organisemee contact you need to open the respective pull-down menu. Here, all of your accepted Organisemee contacts are displayed. By selecting one of the names you assign the task to this contact.

Beside assigning the task to a contact you can also change further elements of the task.

To confirm the assignment you need to click on the 'Save' button.

Please note that you can assign a task either to a contact on your own or to one of your Organisemee contact.

Send message

Whenever you have assigned a task to one of your Organisemee contacts, or when one of your Organisemee contacts has assigned a task to you, you can exchange messages with your contact.

When displaying an task, which you assigned to one of your Organisemee contacts, of which is assigned to you, a 'Message' button is displayed at the bottom of the screen.

When pressing this button, a new page will be loaded where you can enter a message. By pressing the 'Send' button, the message will be displayed underneath the task, which will be visible both for your contact as well as for you.

Call back task

When you have assigned a task to one of your Organisemee contacts, there might be the case that you do not longer not want this task to be executed by the contact.

This can be because the task is not relevant anymore, or you want to perform this task on your own, or another contact should execute this task now.

Organisemee offers the function to call back a task which you have assigned to one of your Organisemee contacts.

You can access this function when displaying the task. Then a button 'Call back' will be available.

After pressing the button, a new page will be loaded. On this page you have the option to enter a message accomplishing the call back of the task. This gives you the opportunity to tell your contact the reason for your call back.

No matter if you have entered a message or not, to finally call the task back you need to press the 'Call back' button also on this page.

Then, the standard message 'Your contact wants to call the task back', accompanied by the potential individual message, will be displayed underneath the task, visible both for your contact as well as for you.

Give task back

When one of your Organisemee contacts has assigned a task to you, which you have accepted in the first place, there might be the case that you do not longer want to execute this task.

Organisemee offers the function to give a task back to the Organisemee contacts who has assigned this task to you.

You can access this function when displaying the task. Then a button 'Give back' will be available.

After pressing the button, a new page will be loaded. On this page you have the option to enter a message accomplishing the return of the task. This gives you the opportunity to tell your contact the reason why you give this task back to him.

No matter if you have entered a message or not, to finally give the task back you need to press the 'Give back' button also on this page.

Then, the standard message 'Your contact wants to give the task back', accompanied by the potential individual message, will be displayed underneath the task, visible both for your contact as well as for you.

Edit lists

When clicking on the 'Manage lists' button in the list view, the page shown on the right will be loaded. Within this page, you can

• create a new list
• change the name of an existing list
• delete a list

To create a new list, you need to enter the name of the list in the text field and then press the 'Create' button. Then the list view page will be loaded, including the new list, which will be displayed at the bottom underneath the other lists. You may now start to create tasks for or move tasks to this list.

Please note that every list created in the mobile version of Organisemee will also be visible in the web version, and vice versa. Since you can not assign a color in the mobile version, lists created in the mobile version will be displayed with the default color. You might change the color in the web version.

To change the name of a list you need to select the appropriate list with its current name from the selection box. Then you need to enter the new name in the text box. To implement the changes, you need to press the 'Change' button. Then, the list view will be loaded, displaying already the new name of the list.

Please note that this change will also be reflected in the web version. Again, a change of the color is not possible within the mobile version.

To delete a list you need to select the list from the selection box and press the 'Delete' button.

Attention: When pressing the button, the list and all of its tasks will be deleted immediately, both within the mobile as well as within the web version.

Preferences

In the list, priority and due date view, there is a 'Settings' text link at the bottom of each page. When clicking this link, the page displayed on the right will be loaded, where you can change certain settings for the mobile version of Organisemee.

Please note, that the overall settings of Organisemee, as well as the settings for the web version, can only be changed within the web version.

A big challenge for displaying a website within the browser of a mobile phone are the many different browsers, and versions of browsers, that exist in mobile phones today.

Unfortunately, already a basic setting - the with of the size - is handled very different in the various versions. Therefore we have created the possibility that you can manually adapt the displayed width of the website, so that it fits best to your mobile phones browser.

Basically, you can enter a number between 100 and 999; the default value is 320. In case the website is not filling the width of your mobile phones display, you might increate the number, save it, and then check the result. In opposite, when the websites extends the width of the display, and you have to scroll to the right, then you can decrease the number, save it, and check the result.

We recommend that you change the display size by 10 first, and maybe to smaller steps when you come close to the optimal fitting.

Also you can adapt the font size by selecting a size from the pull down menu.

Today, display sizes of mobile phone differ widely. Depending on the size of your mobile phone, you can define, if the priority, or the due date, or both should be visible beside the description.

In the default setting the priority is shown, but not the due date. Here you can adapt these two settings be checking the appropriate boxes.

Finally, you can define, which page should be loaded after you have logged in. You can define this start page by selecting the page name from the pull down menu.

To activate the settings you need to press the 'Save' button.