The document discusses various tips and features for improving productivity in Lotus Notes, as presented by two experts, the Doctor and the Guru. They cover shortcuts, bookmarks, searching, widgets, and actions. Users are encouraged to customize their Notes interface using these features to work more efficiently.

1. Survivor: Who has the best practices for happy Notes users and the features they need to know about: the Doctor or the Guru? You decide! Mary Beth Raven (IBM) Mat Newman (ISW)

2. Introductions The DR Mary Beth Raven, Senior Technical Staff Member IBM Collaboration Solutions User Experience

3. Rockin' the Lotus Brand, soon to be rocking all of IBM Software! The Guru Mat Newman Director, Education ISW

4. (he's the one in the Yellow Suit)

5. Agenda Know your Notes

6. Super Short-Cuts

7. Bitchin' Bookmarks

8. Sizzlin' Search

9. Wonderful Widgets

10. Amazing Actions

11. Powerful Plug-Ins

12. Get Social

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

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

15. The Guru: Know your Notes

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

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

18. Know Your Notes General UI and features

19. Sidebar

20. Open List/Bookmark Bar

21. Standard Database layout

22. 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

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

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

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

26. 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

27. The Dr: More interface tips Preview and the “Show” command Thumbnails button

28. 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)

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

30. 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

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

32. The Dr: Super Short-Cuts

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

34. Shortcut tip sheet (for prior to Notes 8.5): tinyurl.com/UKLUGsupershortcuts

35. “ Framework” shortcuts: CTRL+M Create a message from anywhere in Notes

36. Close a window: Escape,

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

38. Sad story of CTRL+Tab BUT CTRL+F8 gets you a list of open tabs

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

40. The Guru: Shortcuts for databases

41. 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

42. The Guru: Bitchin' Bookmarks

43. Bitchin' Bookmarks Access anything easily

44. Launch Tabs automatically

45. Create new documents

46. Workspace

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

48. Other programs

49. Web sites

50. Short cuts and Links

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

52. Choose a Bookmark location and then 'Ok'

53. OR

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

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

56. Any bookmark can be loaded at Startup

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

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

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

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

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

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

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

64. Right-Click the Bookmark

65. Choose 'Set as Home Page'

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

67. The Dr: Easy to locate Bookmarks Locating bookmarked items easily (typeahead)

68. Workspace new icons – plus

69. Workspace is “in” the bookmark

70. bar plus included in type-ahead

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

72. 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

73. The Dr: Sizzling Search Search Toolbar: Making it easy to “Search all”

74. Search Toolbar automatically changes scopes

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

76. 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

77. 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

78. 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”

79. The Guru: Work that data You can search ANY Notes Database

80. Don't forget you can search Notes too! Searching Notes databases is an essential skill Quick Search

81. Find

82. Full-Text Search

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

84. Sort the view by the required column

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

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

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

88. Ctrl+F

89. 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

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

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

92. Available from: 'Search Toolbar' or