Do you want to use PIM software to help keep your life stay organized but are not sure how to use it effectively? The way that you use each one will depend on the type of PIM that you choose to use but there are some basic things that you must do no matter what type you are using.
Knowing what these basic things are will help you get a start on using this software. You can easily learn more about how to use it by reading the instructions that come with it or researching online if necessary.
Here are the most basic things you will need to do when using your PIM for staying organized.
One: The first thing you want to do is to get your contacts set up on your PIM. You can put in the addresses and phone numbers along with other important information.
If you are going to be using the PIM for personal use than add your friends and family members. For anyone that is going to use it for business you need to add your colleagues or other businesses you deal with.
Two: Transfer your to do list or set up a new to do list in the software so you can be sure you are getting everything done that needs to be without forgetting anything.
It is a good idea to create separate to lists if you have more than one task to complete. This will allow you to stay more organized easier.
Three: Add your notes to your PIM like your diary or class notes. Any notes that you have can be put into your personal manager so you always have them handy when needed.
Four: Always take time to set up a password to protect your personal information from others. This is important for your own personal protection because the information you put into the PIM is for you only unless you decide to share something with someone else.
Five: Be sure to set up your email accounts so that they will work with the software you are using.
Now that you know the basic things that you can get set up right away in your PIM manager it is important to know that some of the managers that are available these days will allow you to important your information from other managers you may have been using in the past.
Also be sure to make regular backups of your information so that you don’t lose everything if something should happen to your personal manager.
Now that you know the basic things you need to do when learning how to use PIM software you will have a head start so you can start using it right away to keep your life stay organized. The sooner you start using this software the sooner you can let go of the fear that you are going to miss some important event because the organizer when used effectively will help you avoid this.
EfficientPIM is a full-featured PIM (Personal Information Manager) software program that can help you organize and plan your business and private life. With EfficientPIM you can keep track of contacts, appointments, tasks, to-do lists, birthdays, and much more.
Click here to learn more about EfficientPIM Free/Pro.