Select an email in the Inbox for which you want to create the new Filing Rule.
Left click on the “Filing” icon of the Action Toolbar. From the drop down menu, select the option “Create New Rule”. When this is done, your “folder tree” will appear, containing a list of all of your email folders.
Activate Feature
The Junk email filtering is activated by default.
To deactivate the junk email filtering system from Tools -> General Setting -> TimeMaker Mail -> Junk E-Mail unmark the “Filter junk e-mails” check box in the Junk E-mail window.
Identification of Junk E-mail - Spam Filter and White List Filter
TimeMaker is also equipped with an optional White List Filter. The White List Filter screens allows all incoming messages sent from any sender contained in your Contacts, thereby reducing the possibility of identifying legitimate messages as junk e-mail. The White List Filter is activated by default. Deactivate the Junk E-mail feature White List by unmarking the “Select my Contacts as White List” check box.
The Tag
The Tag feature allows setting up a reminder for an assigned production task or command, which requires action, and which will appear on the designated date.
A tag, set up in an appropriate way, will warn the performer of an action required for the task or command befor the Target Date. At the same time, the task will not remain open in the user’s Inbox for a protracted period.
Both the owner and the performer can tag an item, indicating that it needs to be completed before the Target Date.
Tagged tasks and commands are added to the Tagged Date Action List.
There are three ways of item tagging:
1. Tagging an item by an owner while creating a new item.
2. Tagging an item by a performer while reading the item in the Assigned To Me Tasks folder.
3. Tagging an item by a performer from the Overall Inbox folder (the item has not been opened or viewed).
TIMEMAKER and TRIGGERS
Through experience I’ve learned that most people do not know the following:
FAILURE TO SETUP A TRIGGER FOR THE NEXT ACTION is the only reason one doesn’t complete a cycle he wanted to complete and can complete.
It is also one of the reasons for the creation of backlog and the state of overwhelm by willing personnel:
FAILURE TO SETUP A TRIGGER FOR THE NEXT ACTION.
Examining this maxim you will see that it applies to all of life’s and all activities at least in this universe.
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Authorize Date Move Request - The Concept
In TimeMaker, any Production Task, Command or Plan assigned to be executed has a Target Date. A Target Date is the date by which the task needs to be completed.
At times a task cannot be executed on time and the Performer should submit a Date Move request to the Owner of the task. A Date Move request acts as notice to the task’s Owner that the task may not be completed on time, and allows the Owner to approve or disapprove the request to change the Target Date and handle the consequences of the change.
Above is a simple situation. A more complex situation occurs when the organization is composed of multiple command layers.
Let’s take an example of a simple organization:
ANOTHER TIME MAKER POWERFUL FEATURE EXPANDED
PLAN’S USER’S RIGHTS
Plan’s user rights define the rights a user or users has over a plan or part thereof. By default, the system will grant the user rights for a plan or part of a plan based on the user function in the plan however, the plan’s Owner or a senior may grant any of the rights to any user in the system.
The following are the TimeMaker’s Plans user rights:
Owner’s Rights - Owner’s Rights gives full control over the plan and its steps.
Sub Owner’s Rights - Sub Owner’s Rights gives Performer rights to the Plan (Performer can see the plan and perform Date Move request, Clarification request, Reject, Completion Report, Redirect as well as the basic actions - Data Interchange, Query). The Sub Owner’s Rights allow the user to act as Owner on the planss sub items.
Performer’s Rights - At the TimeMaker the Planss Performer is the Owner of all the Plan’s sub items. Performer’s Rights gives the Performer the ability to perform Date Move request, Clarification request, Reject, Completion Report, Redirect as well as the basic actions - Data Interchange, Query. A user with Performer’s Right can not insert, delete, activate or deactivate steps of the plan.
Read Only Rights - Read Only Rights gives the user the ability to only see the plan and its steps with no other rights.
Limited info Rights - Limited info Rights gives the user the ability to see the Plan’s subject only. The user will not see the Plan’s body and will not see the Plan’s steps.
Inherited Right - Inherited Rights is a kind of ‘restore default rights’ right. When selecting this right the user will be assigned the rights based on his function at the plan and its steps - the Owner will get Owner’s Right and the Performers will inherent the Performer’s Rights.
NEWER, EXCITING AND EVEN MORE AMAZING IN TimeMaker - Leadership Software
SENIOR DATE MOVE FEATURE EXPANDED
THE PROBLEM:
In TimeMaker (like in life) Production Tasks 
, Commands 
and Plans have Target Dates and sometimes they need to be moved.
The mechanism for moving a Target Date is:
1. The Performer of the task realizes he is not going to complete the task by the assigned Target Date.
2. The Performer asks for a Date Move 
from the Owner of the task.
3. The Owner of the task may 
or may not 
approve the date move request.
At times it happens that the Owner of the task is the junior of the Performer and so the Performer of the task has Senior Rights (he can act as an Owner in regards to the task) and so has the ability to Bypass as Owner 
. In such a case, it sometime dose not make sense for the Performer (who is a senior of the Owner) to ask for approval to move the Target Date. The senior should have the ability to move the date without asking his junior for approval.
THE HANDLING:
As of version 1.0.1.293, TimeMaker allows the senior, as part of his Senior Rights options, to execute a Date Move without asking for approval from the Owner (his junior).
The mechanism for moving the Target Date in this case is:
1. The Performer of the task realizes he is not going to complete the task by the assigned Target Date.
2. The Performer uses his Senior Rights and uses Bypass As Owner option and executes a Date Move.
3. The Owner of the task receives a notification that the item’s Target Date has been moved.
In a case when the Owner wants to move the date of the task the Owner will execute a Date Move and the Performer (If diffrent than the Owner) will get a notice of the change in the target date.
All Tasks are assigned by an Owner to a Performer with a date for completion called a Target Date. At times, the Performer cannot complete the assigned Task by the Target Date. When this occurs, the Performer requests a Date Move to allow more time for completion of the Task.
To request a Date Move, the Performer clicks on the button . If the Task was assigned by an Owner other than the Performer, the Owner will receive the Date Move request. The Task remains in the Performer’s Inbox at the original Target Date until either accepted or rejected by the Owner of the Task.
When received by the Owner of the Task, the Date Move can be accepted or rejected. If accepted, the Task moves in the in the Performer’s Inbox in accordance with the newly approved Target Date. If rejected, the Task must be completed by the Performer prior to expiration of the original Target Date. If the Task was assigned by the Performer to him or her self (meaning, the Performer is also the Owner), the Date Move is automatically approved.