Day-Timer Task Sync Plug-In
Preparation/App Installation

1. Before visiting the Day-Timer website to download your Outlook Task plug-in, please install your Day-Timer Plan2Go app onto your phone. You may find us in either the iPhone App Store, the Android Market or the Windows Phone Marketplace.
2. Please make sure that Outlook is completely closed before continuing from this point. To do so, go to File -> Exit. Note that clicking the close buttion in the upper right hand corner does not always close Outlook, instead it hides it in your system tray. Using File -> Exit is important.
3. Next click the download button on the right. If you are running Internet Explorer a pop-up will appear prompting you to run or save the program. Click Run. If you are running any other browser you will need to save the file DaytimerAddinSetup.msi to a place on your computer and run it from there.
4. Open Outlook and you will first be provided with our User Notice Agreement, please review and if you agree with it click Accept.
5. The Second screen will prompt you for your name and password. Enter in any name and password you would like and make sure to record it, as you will need it later in these steps. When you are done press enter.
6. If you are using our iPhone app: On your iPhone go to your iPhones settings page (found on your home screen) and scroll down until you see our Day-Timer Logo. Tap it and then enter the same username and password you entered into the Outlook Plug-In
7. If you are using Android: Open our app and tap the Settings tab. Scroll down and tap Outlook Task Sync. Enter the same username and password you entered into the Outlook Plug-In.
8. If you are using Windows Phone: Open our app and flick left or right until you see the "Settings" page. Scroll down until you see the "Sync settings" section of the page. There you need to enter the same username and password you entered into the Outlook Plug-In.

How to Sync Outlook Tasks between your Day-Timer Plan2Go and your PC

There are 4 situations where your Tasks will sync between Outlook and Plan2Go

1. Each time you launch your Outlook software
2. Each time you launch Plan2Go
3. Each time you select the “Sync Tasks with Day-Timer” button in Outlook toolbar
4. Each time you select the “Sync” Button on your App Task Page

Outlook and Plan2Go will both send out the new tasks after you click the sync button and they will be picked up by the other program when that program is accessed and/or the other sync button is pressed.

Try this example to help you to see our Task Sync in action!

Let’s say that you are at a meeting and away from your computer, and you receive an action item you would like to add to your task list while you are in your meeting.

If you have purchased our iPhone app.

1. Open Plan2Go.
2. Tap Tasks.
3. Tap the “+” in the upper right corner.
4. Enter the Tasks information as you see fit. The Title, Notes, Due Date, Category and Alarm Options may all be chosen here.
5. When done tap “Save” in the upper right corner.
6. Back on the Task List add as many Tasks as needed by repeating steps 3-5.
7. When all your tasks are added, click “Sync” in the upper right corner.
8. When you return to your desk if Outlook isn’t already open open it and click “Sync Tasks with Day-Timer”.
9. Check your Task list in Outlook and you will see the new tasks have appeared.

If you have purchased our Android app.

1. Open Plan2Go.
2. Tap Tasks.
3. Press the menu button and tap Add Task.
4. Enter the Tasks information as you see fit. The Title, Notes, Due Date, Category and Alarm Options may all be chosen here.
5. When done tap “Save”.
6. Back on the Task List add as many Tasks as needed by repeating steps 3-5.
7. When all your tasks are added, press the menu button and then tap "Sync".
8. When you return to your desk if Outlook isn’t already open open it and click “Sync Tasks with Day-Timer”.
9. Check your Task list in Outlook and you will see the new tasks have appeared.

If you have purchased our Windows Phone app.

1. Open Plan2Go.
2. Flick left or right until you see the Task page.
3. Press the menu button and tap Add Task.
4. Enter the Tasks information as you see fit. The Title, Notes, Due Date, Category and Alarm Options may all be chosen here.
5. When done tap “Save”.
6. Back on the Task List add as many Tasks as needed by repeating steps 3-5.
7. When all your tasks are added, press the menu button and then tap "Sync".
8. When you return to your desktop, if Outlook isn’t already open, open it and click “Sync Tasks with Day-Timer”.
9. Check your Task list in Outlook and you will see the new tasks have appeared.

Helpful Hints

• When you exit either Outlook or your App remember to select your “Sync Tasks with Day-Timer” or “Sync” button respectively to trigger the exchange of data.
• Your computer does not have to be “On” while working with the smartphone.
• Your phone does not have to be “On” while working with Outlook.
• You will only need to enter your user name/password during inital setup.