Shadow Plan

Handheld Quick Start Guide
Updated for Shadow Plan 2.0.0

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Some initial topics of interest...


Using Shadow Plan on your Handheld


How do I buy the software?

Shadow Plan will work when unregistered, but it will nag you to register it and impose a few little limitations on your lists. It will never lock you out of your data (that would be rude!), so feel free to experiment until you've determined if you like the application or not. Feel free to contact if you have any questions.

Purchasing is really quite simple and follows a couple of steps:

  1. Decide which package you need to buy:
  2. Find out your Hotsync ID. On your handheld, run the Hotsync application. In the top right of the screen some text will be shown. That is your Hotsync ID. It is usually your name, and is the device name you entered the very first time you performed a Hotsync.
  3. Open up your browser to the CodeJedi registration and purchase page:
  4. Select a portal (online store) to purchase at. They're all essentially the same, but CodeJedi sell's through a few to allow for personal preferences.
  5. Click on the link or button to purchase the package you want at the appropriate portal web site. There will be a "Buy" or "Add to cart" link or button on those sites to allow you to go through the purchase process.
  6. Once you have performed your purchase at a portal web store, you will need to wait for a registration code to be sent to you. A registration code is a key to unlock Shadow Plan -- to remove the nags and list limitations. The registration code is usually emailed to you within hours of CodeJedi receiving your purchase order. Be aware that sometimes the portal web stores take a day or two to get the order to CodeJedi! You will often receive your registration code within minutes of your order, but it really depends on how much traffic the web stores are having at the time.
  7. Once you receive your registration code, enter it into your handheld as directed below.

I've bought; How do I enter my registration code?

Thanks for purchasing CodeJedi software! Remember, you'll get free updates and email support for the applications you've purchased.

To finalize your purchase you must enter your registration code into your handheld so that Shadow Plan knows you have purchased it. This is a simple process that takes literally only seconds!

NOTE: A Desktop Expansion Pack registration code will only upgrade a registered Shadow Plan application to the Shadow Plan Bundle. If you have not registered Shadow Plan but have purchased only the Shadow Plan Expansion you will not be able to use it! (since there is nothing to expand upon). If you have not registered Shadow Plan, buy the Shadow Plan or Shadow Plan Bundle, not the Shadow Expansion Pack!

1. Run Shadow Plan on your handheld.
2. If you are inside of a list, please exit it to the Shadow file selection screen. For example, push the Done button, or if you are using the graphical button bar, the X button. That will bring you back to the file selection screen seen here.
3. Hit your pull-down-menus silkscreen button to reveal the menus.
4. Select the Register item from the Help menu.
5. You will now see the registration screen. (Your hotsync ID will be displayed where the picture shows "Jeff Mitchell")
6. Enter your registration code into the text field. This field is case sensitive!. You must enter your code exactly as you are given it. Be careful of capitol EYE looking a lot like a number ONE. Watch for capitol OH that looks like a ZERO.
7. If you have entered your registration code correctly, you will receive a brief Thank You screen and your Shadow Plan purchases will become registered and unlocked.
8. If you are purchasing the Desktop Expansion Pack, having already registered Shadow Plan in the past, then you will instead see the Expansion Thank You screen instead of the screen shown in (6) above. You must perform a Hotsync after entering an Expansion key, so that the desktop software can pick up its registration from the handheld.
9. You're done. Go enjoy your new software!

First running the application

When you run the Shadow Plan application on your handheld, it will show up in one of two screens:

  1. The very first time you run the application, of when you run the application where you haven't left a list open, you will start at the File Selection Screen. This screen lets you create, beam, rename, duplicate and in general do high level file operations. For details, see the Reference Guide.

  2. If you left Shadow Plan while a list was open, it will open that list automatically for you again, so you can resume your work where you left off. It will look something like this (depending on your settings):


Setting some common preferences

Shadow Plan is one of the most configurable Palm OS applications you will ever use. You can customize the way it looks, the way it works, the contents and displays of your lists, the way items interact with you and each other, etc etc. But fear not -- you never need to ever touch them if you don't want to, and they are put into various logical locations to make your adoption of them systematic and easy. Check the Reference Guide for the many details about the preferences!

Turning on the Graphical Button Bar

You can interact with Shadow Plan any number of ways. But likely the very first customization you will make is to choose whethor you prefer to work with graphical buttons (look pretty and more operations available on the main screen) or text buttons (easy to read, can look pretty with some screen Hacks, and are generally more standard across the Palm OS applications). By default Shadow Plan will use text buttons, since their function is more obvious to new users (especially to new users of Outline software).

1. Start Shadow Plan on your handheld. It doesn't matter which screen it opens up into, as the Graphical Button Bar pref is a global preference (see the ReferenceGuide for details) and is thus available from anywhere in the application.
2. Push the silk-screened pulldown-menu button to reveal the menus.
3. Tap on the Preferences item in the help menu.
4. There is lots to see and play with here, but for now we are interested in the top-most checkbox. Tap (and thus check) Use graphical button bar.
5. Hit OK to return to the previous screen (be it the file selection screen or the list view). The graphical button bar only shows up in the list view at this time.
6. To disable the graphical button bar, perform the same series of steps except you wish to uncheck the Use graphical button bar preference. Once it is unchecked and you've hit OK, you'll be back to text buttons.

Turning on the on-screen mini editor

When entering new data into Shadow, you can do so in two ways. You can use the full screen Details editor, or the on-screen mini editor. Here is what they look like.

Full screen Details editor Onscreen Mini Editor

Activating one or the other is really quite simple. This preference setting is a list level preference, which is to say it can be set individually for each and every list. This way you can use the mini editor on a quick note taking list and the full screen editor on a project management list where you want tight Date controls. Its all up to you :)

1. Pull up the List Preferences. This is the screen that comes up when you create a New list. To bring it up for an already created list, simply open the list and from within it, bring down the pull down menus, and then bring up the List menu, and then lastly pick the Preferences item from the menu.
2. Simply check or uncheck the Mini-edit option on the middle right side of the window. If you check the item, the mini editor will be used for New items, and if you uncheck the option, the Detail editor will be used.
3. If you wish the mini editor to be used when you double-tap on an item in the list view, you can also enable the Double tap goes to mini editor global preference. Pull down the Help menu, tap on Preferences and then check or uncheck this option. When checked, double taps of items will use the mini editor. When unchecked, double taps will bring up the Details editor.
4. NOTE: If you're in the mini editor and want to get to Details, simply push the [D] button on the left side of the mini editor. This will transform the mini editor into the full screen Details editor.

Step by step: Creating your first Shadow List

Entering data into Shadow Plan is pretty quick and easy, but can be intimidating the first time you do it. Something to remember is that Shadow will assume the most sensible defaults, so you can enter as little or as much as you like. To create a very simple minimal list, simply follow these steps:

1. Start up Shadow Plan. If you are already in a list, please hit Done or X (depending if you are using text buttons or the graphical button bar). It is easiest to create new lists from the File Selection Screen, though you can actually do it from the list screen too.
2. Push New to get to the List Preferences screen.
3. Enter in a filename. Shadow keeps each list file separate (instead of in one big file) so that you can beam it around, back it up, or otherwise easily manipulate it. Each filename must be unique and is limited to about 20 or so characters. Avoid using characters your desktop computer uses as special characters (like *, ?, /, :, etc). In this screen shot, I entered in "My Filename".
4. You don't have to pick a file view type, as Shadow Plan will default to a checklist (a list featuring check boxes). If you wish to have a progress bar for items, you can change the list to a Tasklist. Various types are built in, and you can create your own customized views. The Reference Guide will tell you all about these options.
5. Hit OK. You can set other options if you wish, such as turning on the mini editor, colour ledger backgrounds, Sync flag and set auto line numbering. See the Reference Guide for details about these many options. For now, just ignore them if you like and go with the default settings.
6. An empty list view is shown. You can now begin entering data, setting options or whatever you like. We'll create a new item in number 7.
7. Tap on New or the first graphical button if you've turned them on. Depending if you selected the mini editor list pref or not, you will see one of these two screens. The one on the left is the mini editor which lets you enter notes quickly right on the main list view, and the screen on the right is the Detail editor which lets you see every detail about an item all together to make mass changes easier.
8. I typed in "my first item" or "example top level item". Type in whatever you like. The title text field is limited to about 260 characters of text. You can also add notes to an item and each note can be up to 4096 characters in length!
9. Tap on OK or hit the checkmark if in the mini editor. This will finish creating (or editting) the item. It will now appear inthe list exactly as you entered it.
9. After adding a few more items, your screen could look like these. To create indented (or children items), use the Child button or the second graphical button if using the graphical button bar. A child item is one that is inside its parent -- collapsing a parent will hide all of its children, and expanding it again will reveal them. Very handy for grouping items, or illustrating which tasks make up a bigger task, etc. (These two screens illustrate the difference made by the coloured ledger backgrounds, the col-bg list preference).
10. Editting existing items is easy. Just tap on the item's text to select it (really, tapping anywhere on the items lines will either select it or activate the checkbox or whatnot) and then push the Details button or the little pad gaphical button (the fourth button). This always brings up the Detail editor.
10. Another way to edit items is to double tap on their text areas. This will bring up the mini editor if you have set up its Double-tap global preference (see above), or the Detail editor if you have not set up the mini editor double tap pref.

Send email to Jeff Mitchell at