The document provides tips and instructions for getting the most out of Lotus Notes by utilizing features like shortcuts, bookmarks, searching, widgets, and actions. It discusses how to customize the Notes interface through bookmarks and widgets, efficiently search emails and calendars, and add interactivity to widgets using actions. Specific instructions are given for adding widgets like Google gadgets and mail views to the Notes sidebar.

1. BP102 User Blast Mat Newman | Director - Education | ISW @matnewman about.me/matnewman

2. Agenda Know your Notes

3. Super Short-Cuts

4. Bitchin' Bookmarks

5. Sizzlin' Search

6. Wonderful Widgets

7. Amazing Actions

8. Powerful Plug-Ins

9. Get Social

10. No widget, no plug-in, no problem

11. Tie it all together – get productive with Lotus Notes

12. Know your Notes

13. Know Your Notes: Notes IS Easy Users need to: Recognise how easy it is to work with Notes

14. Understand the power available in the Notes client Administrators need to: Enable their users with powerful policies

15. Know Your Notes General UI and features

16. Sidebar

17. Open List/Bookmark Bar

18. Standard Database layout

19. Notes Client General Layout Menu's Open button Window Tabs Tool-bars Home Screen Side-Bar Status Bar Home Screen quick links Search-Bar Change Home Screen

20. The Notes Side-bar The Side-bar contains Widget's and Plug-ins

21. Ctrl+4 (Open) Ctrl+3 (Dock) Ctrl+0 (Hide) 'Shelf' Title 'Shelf' Menu Minimised icons Click for menu

22. 'Open Button' or 'Bookmark Bar' Open Button Right-Click Open Button Choose 'Dock' Bookmarks Right-Click Bookmarks Choose 'Large' Large Bookmarks

23. Database (Application) Layout Notes applications all have the same layout Title Navigator Action Bar View Selection Bar Preview Pane Title Navigator Action Bar View Selection Bar Preview Pane 8.* 'Standard' Database 'Classic' Database

24. Preview and the “Show” command Thumbnails button

25. Know your Notes Use Preview to work faster (less window management) Preview on side or bottom For all PIM apps (Mail, Calendar, Contacts, To-Dos, Notebook)

26. Research says: use Preview on side for faster reading!

27. Use the Show action bar button to manipulate the preview And to manipulate other appropriate things Contacts has choice of list and biz cards Mail has choice of “individual messages” and conversations

28. Know Your Notes Advanced menus (on File and Tools) Are off by default

29. Unless you install Designer or Admin client

30. Know your Notes Show Thumbnails Button and menu item to help you find your window

31. Super Short-Cuts

32. Super Short-Cuts Those things that make it quick and easy to interact with your Notes client

33. Shortcut tip sheet (for prior to Notes 8.5): http://www.badkey.com/db/files.nsf/c5850bb3aa807d82c1256bde00778c7a/022f43fbcdec62b1c12573890052b93c/$FILE/shortcuts6.pdf “ Framework” shortcuts: CTRL+M Create a message from anywhere in Notes

34. Close a window: Escape,

35. Find a window (Show Thumbnails): CTRL+Shift+T (works in Symphony too!)

36. Shift+CTRL+L Gets you a list of ALL the shortcuts available on your current screen!

37. Database Short-Cuts Enter Open a Document/Go to Next Document Backspace Previous document F4 Next unread message (or tab if you have a document open) Insert Mark a document as Read/Unread

38. Bitchin' Bookmarks

39. Bitchin' Bookmarks Access anything easily

40. Launch Tabs automatically

41. Create new documents

42. Controls the Welcome screen

43. Bookmarks – Access Anything Bookmarks can be: Notes applications

44. Other programs

45. Web sites

46. Short cuts and Links

47. Bookmarks – How to add them Right-Click any Window Tab and choose: 'Create Bookmark'

48. Choose a Bookmark location and then 'Ok'

49. OR

50. Drag Window Tab to the Bookmark Bar Right-Click Tab, 'Create' Location, then OK Drag Tab to 'Bookmarks'

51. Bookmarks – Add items to Notes Startup Startup bookmarks load as Tab's when Notes starts

52. Any bookmark can be loaded at Startup

53. Add Bookmarks to: 'More Bookmarks' (folder)

54. 'Startup' (folder) 1 2 1 2

55. Bookmarks – Create Documents 'Create' bookmarks appear on the 'New' tool on the toolbar

56. Any blank Notes form can be added to the 'Create' list

57. Add Bookmarks to: 'More Bookmarks' (folder)

58. 'Create' (folder) 1 2 1 2

59. Bookmarks – Change the 'Home' screen Any Notes Database or Web-site bookmark can be set as the 'Home' screen

60. Right-Click the Bookmark

61. Choose 'Set as Home Page'

62. (reset to default by choosing 'Bookmarks' as Home) 1 2

63. Easily locate Bookmarks Locating bookmarked items easily

64. Workspace new icons

65. Workspace is “in” the bookmark bar plus included in type-ahead

66. Locate Bookmarks easily: use “Type to find” The items returned INCLUDE items in the folders

67. Search Workspace from the “Type to Find” Workspace: Three applications on my “Customer Info” tab Every Workspace tab is also a Folder (complete with corresponding color!); thus, using “Type to find” lets you find applications on your workspace

68. Sizzling Search Search Toolbar: Making it easy to “Search all”

69. Search Toolbar automatically changes scopes

70. How you can add applications and other things to the Search Toolbar

71. Search Toolbar Scope defaults to “All” No more need to switch to all docs view to search all your mail! If you switch to Calendar, the scope automatically switches Switch to any VIEW and the scope automatically switches to the “all “(or $Search) view

72. Search a scope without having to go to that app I'm in mail, with the “search all Mail default” But without leaving mail, I can search all Calendar Results open in a new tab

73. Easy to add search scopes to the toolbar If you open an Notes app (not the java ones), you get a choice to “always show in search list”

74. Super .Tip – open Java apps with CTRL+ALT to add them to the search-scope!

75. Searching within ANY Notes Database

76. Searching Notes databases is an essential skill Quick Search

77. Find

78. Full-Text Search

79. Search: QuickSearch Navigate quickly to any document in a view

80. Sort the view by the required column

81. Start typing the information to find Sort by a column Start Typing Notes finds the match

82. Search: Find Find matching text anywhere on the screen

83. Unlike Quicksearch, no need to sort by any column

84. Ctrl+F

85. Type the text to find: Enter for first match, Enter again for next match Ctrl+F to start Find [Enter] or [Find Next] to go to next match

86. Search: Full-Text THE most POWERFUL feature in Lotus Notes

87. Locate content in ANY Notes document - EVEN INSIDE ATTACHMENTS!

88. Available from: 'Search Toolbar' or

89. View -> Search This View

90. New search and other stuff in 8.5.3

91. Search Mail by Sender or Subject – NEW in 8.5.3 Mail File Replica on Full-text Indexed Not Indexed Server 8.5.3 Client, 8.5.3 or older Server 8.5.3 Client, 8.5.3 Server only Local 8.5.3 Client 8.5.3 Client

92. Sort by Subject Removes Re and FW Note: This feature requires the 8.5.3 mail template, an 8.5.3 Client, and an 8.5.3 Server (if your mail file is local, you only need the 8.5.3 Client).