Getting Started - reQall for iPhone

Getting Started:  reQall for iPhone

Content

1. Overview: Capture, Organize, Do
2. The first time you start reQall
3. Capture
    3.1. Add by voice
    3.2. Eyes-free recording
    3.3. Add by text
    3.4. Reminding someone else
    3.5. Syncing your account
4. Organize
    4.1. Automatic organization: Let reQall decide
    4.2. Organizing by date/time
    4.3. Organizing by location
    4.4. Organizing by category
    4.5. Organizing with tags
    4.6. Browsing
    4.7. Searching
    4.6. Editing
5. Do
    5.1. Here and Now
    5.2. Reminders, notifications and badges
    5.3. Favorite Lists
6. Extras
    6.1. General Settings
    6.2. Outlook, Google Calendar, Evernote and more
    6.3. Application update
    6.4. Uninstalling / Reinstalling

Overview: Capture, Organize, Do.

reQall has three main capabilities to help you remember what's important here and now,

Capture your ideas and to-do items before you forget:  While you're on the go, you can add items from your iPhone through Add by voice, Add by text, and Eyes-free recording. These are described in sections below. In addition, you can add items via email, through Instant Messenger, on the web, and by integrating with Outlook.

Automatically organize:  reQall makes it easy for you to organize your to-do's by recognizing dates, times, locations, and certain keywords. In addition, you can create and assign categories and tags.

Get more done:  reQall's Here and Now displays the items that you need to remember at this time and this location. reQall also provides reminders, notifications and badges to alert you automatically. You can also set up Favorite Lists for the lists you use most frequently.

We'll discuss how to use each of these capabilities in the following sections.

The first time you start reQall

The first time you launch reQall you'll see the Welcome screen displayed below.  To learn more about reQall, slide your finger from right to left across the middle of the screen. You'll see screens that highlight different things you can do with reQall.

If you already have an account with reQall, tap "Login to my existing account" and enter your email address and password. If you don't have a reQall account, tap "Sign up for reQall". The only info you need is your email address (to identify your account and receive reminders), a password, and your time zone (so reminders come at the right time). Once you've entered that info and agreed to the terms of service, tap on "Sign Up."

You'll now see the reQall Home Screen. While reQall is syncing with our data center to set up your account, take a look at the screen.
  • In the upper right is the Add icon. You'll use this to capture your ideas and to-dos by voice or text.
  • The lower right is the Sync icon. See Syncing your account to learn more.
  • The bottom right is the All Lists icon. 
  • Above the All Lists and Sync area is the Tips area. In this you'll see tips on how to use reQall as well as memory boosts to give your "real" memory a gentle nudge of the items in your lists. To see the complete item, tap on it. If you have a reQall Standard account, you'll also see ads.
  • In the upper left is the Share icon. See Reminding someone else to learn more.

When you first log into reQall, you may see a box that says "reQall Would Like to Use Your Current Location". Tap OK if you want to use locations.

Let's get started in the next section by adding something you need to remember.
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Welcome Screen
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Home Screen
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Home Screen

Capture

Add by voice

Think of something that you'd like reQall to help you remember. For example, "Call Joe tomorrow at 3:00 pm" or "John Thomas, CEO of Acme, has a golf handicap of 9. His kids' names are Shelly and Vic."
  1. Tap the Add icon (+ sign in the upper right corner).
  2. If you aren't on the Add by Voice screen, tap on "Add by Voice." (Note: reQall returns you to the type of add you used most recently.)
  3. Tap anywhere and begin speaking. When you're done, tap again.
  4. You'll see the Properties screen where you can assign location, category, tags, due date/time, repeating dates, and who the item is shared with. Tap on the property to assign a value. Or, leave the property as "Let reQall decide". Learn more about what reQall understands in Automatic organization below. 
  5. Tap "Back" to go back to the Add by Voice screen. You can add another item or tap "Done" to go back to the screen you started on.

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Properties Screen

You can change the add by voice settings to allow faster recording of multiple items.
  1. Tap on the Settings icon (the wheel in the upper left corner).
  2. Under "After adding by voice" tap on "Tap to record another". Tap "Done" to go back to the add by voice screen.
  3. Try recording an item. Once you've completed the recording, you won't see the screen with properties. Instead you'll return to the add by voice screen. You can tap to record another item.
  4. If you want to edit the properties of an item, you can tap on "Edit Last Recording" at the bottom of the screen. This will take you to the Properties screen.
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Eyes-free recording (Pro only)

 Add items to reQall by voice without looking at the iPhone. 
  1. Bring the iPhone to your ear while reQall is running. Sometimes it takes a quick motion.
  2. When your iPhone vibrates, audio recording has started. Say what you want to remember. 
  3. Move the iPhone away from your ear. The iPhone will vibrate again indicating recording has stopped. 

To adjust the sensitivity of eyes-free recording:
  1. Tap on the Add icon (+ sign in the upper right corner).  
  2. Tap on the Settings icon (the wheel in the upper left corner). This will take you to the Add by Voice Settings screen.
  3. Ensure Eyes-free recording is set to "on".
  4. Move the slider under "Motion-activation sensitivity".

Note: This feature only works with iPhones, not iPod touch. You must also have a Pro account.

Add by text

  1. Tap the Add icon (+ sign in the upper right corner).
  2. If you aren't on Add by Text, tap on "Add by Text". (Note: reQall returns you to the type of add you used most recently.)
  3. Tap in the blank box to display a keyboard. Enter the item.
  4. Tap "Hide Keyboard".
  5. You can assign values to the item properties, such as location, category, tags, due date/time, repeating dates, and who the item is shared with. Tap on the property to assign a value. Or, leave the property as "Let reQall decide". Learn more about what reQall understands in Automatic organization below. 
  6. Tap "Save" to save the item.
  7. You can enter another item or tap "Done" to go back to the screen you started on.
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Reminding someone else 

You can share items to your friends, family and colleagues to help them remember what's important. To share an item:
  1. Tap on the Share icon in the upper left corner of the Home screen (it looks like a person with an arrow).
  2. Choose who you want to remind. reQall will display a list of your iPhone contacts (only those with email addresses) and your reQall contacts. You can search for a specific contact or scroll through your contacts. You can also use the alphabet on the right-hand side to get to the appropriate part of your contact list. Once you've found the name of the person you want to remind, tap on the name.
  3. You can now create the item by voice or by text, just as you did in the sections above.
  4. You can assign a due date/time or repeating date/time, or you can "Let reQall decide". Other properties are not used when sharing items.
  5. You can now enter another item to share with this person or tap "Done" to go back to the Home screen.

Notes:
  • When you share to another reQall user, the reminder is added to their reQall account. When you share with someone who doesn’t use reQall, the reminder is sent by email.
  • There's no need to import your contacts into reQall. reQall integrates with your iPhone contact list directly. You can add contacts to reQall on the web if you choose.
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To view shared items:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "People".
  3. Select a name to see the items you've shared with that person. Note: you'll only see people you've shared items with or contacts you've added on the web. You won't see all your iPhone contacts.

You can also make a people list a "favorite" by tapping on the star next to the person's name. See Favorite Lists below.
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More ways to share items:
  • You can share from the "Add by text" screen without using the share wizard.  Type Ask, Tell or Remind followed by an email address. For example, "Ask joe123@gmail.com to call about the order." For reQall contacts, you can use their name rather than their email address. For example, "Ask Joe to call about the order."
  • With both Add by Text and Add by Voice, you can select the "Shared to" property and select a contact.

Syncing your account

reQall stores your items both on your iPhone and in the reQall data center. This allows you to access your items from your iPhone, the web, a regular phone and other tools. Syncing also is required to transcribe your audio recordings to text.
  • When you have a live data connection, reQall automatically syncs your data as you use the application.
  • When you do not have a live data connection, reQall stores your updates on the iPhone until there is a connection available so that it can sync with the reQall data center.
  • reQall automatically attempts synchronization every 15 minutes unless you change the sync default on the main Settings screen (see General Settings below). You can also tap the Sync icon (the circular arrow at the bottom right on the Home screen) at any time to sync immediately (if a data connection is available).
  • reQall has to sync twice to convert your audio recordings to text. The first sync sends the audio recording to our data center, where the audio is transcribed. The second sync brings the resulting text back to your iPhone.
  • You can tell if an item has synced by looking at the "Synced" property. If the item hasn't been sent to the data center it will say "Saved, not synced yet". For audio recordings, if the item has been sent to the data center, but the transcribed text has not yet been received, it will say "Yes, transcribing". For items that have been completely synced, the property will say "Yes".
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Organize

Automatic organization: Let reQall decide 

reQall makes it easy to organize your to-do's by automatically organizing for you when you "Let reQall decide". reQall looks at the content of the item and recognizes dates, times and certain keywords. See a list of what reQall recognizes here. You can also organize manually. reQall supports organization by date/time, location, category and tags. 

Organizing by date/time

You can assign dates and times to your items simply by including the dates and times in the item. Dates can include relative dates, such as tomorrow or next Tuesday, and repeating dates, such as every Thursday. See what reQall recognizes here.

You can also assign a date and time manually when you are adding or editing an item. From the Properties screen (when adding) or Details screen (when editing) tap on "Due". Use the rolling date picker to assign a specific date and time. Above the specific date/time picker is a scrollable list of relative dates, starting with Never (which means the item has no due date) and going to "In a year". Tap on the relative date to assign it to an item.

You can also manually assign how often the item repeats by tapping on "Repeats" in the Properties or Details screen. A subset of the repeat possibilities are provided in a scrollable list starting with "Does not repeat" and going through "every year". You can also assign a date on which the repetition will end. Tap on the box by Until to turn it "On". Then pick the date when this item should end.
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reQall organizes your items by date into the following lists:
  • Recently Added: anything added in the last 24 hours
  • Today: see below on how to configure what is on your today list.
  • Soon: items due in the next week.
  • Later: items due beyond the next week.
  • Overdue
  • No due date

To see any of these lists:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "Time".

You can also make a location list a "favorite" by tapping on the star next to the location name. See Favorite Lists below.

You can configure what's on your Today list to match the way you work.
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Tap on "Time", then on "Today".
  3. Tap on the Settings icon (the wheel icon in the bottom left corner).
  4. You can choose to include items that are have no due date, that are due soon, or that are overdue on your Today list.
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Organizing by location (Pro only)

reQall Pro accounts start with two locations: Home and Work. You can add as many others as you would like. To add a new location:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "Location".
  3. Select the Add location icon (a pin with a + sign in the bottom right corner).
  4. Enter the name of the location.
  5. You can move the pin on the map to find the physical location. On the web, you can also create locations by entering an address.
  6. Tap on "Save". 
Note: if you don't want a physical location assigned, tap "off" for "Use map".

You can assign an item to a location in two ways.
  • While adding an item you can include the phrase "at" followed by the location name. For example, "at Costco". reQall will automatically assign the item to that location.
  • While adding or editing an item, you can select the location property and then select a location name.

To see a list of the items assigned to a location:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "Location".
  3. Select "List" on the bottom.
  4. Tap on a location to view the items for that location.

You can also make a location list a "favorite" by tapping on the star next to the location name. See Favorite Lists below.

Note: In order to use locations, "Location Services" must be turned "On". See General Settings below.
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Add Location
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Assign location
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View location list

Organizing by category

reQall starts with three categories: To-dos, Notes, and Shopping List. You can add as many others as you would like. To add a new category:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "Category".
  3. Select the Add category icon in the bottom right corner.
  4. Enter a name for the category.
  5. Click on "Save".

To assign a category to an item: 
  • While viewing a specific category list, any items that you create will default to that category. For example, go to "All Lists", then select "Categories", then select "Notes". Now add a new item. That item will automatically be assigned to the "Notes" category.
  • Items can be automatically assigned to the "Notes" or "Shopping List" category based on the words that you use in the item. See a list of what reQall recognizes here.
  • You can manually assign an item to a category while adding by voice, adding by text, or editing the item. Tap on the category property in the Properties screen (while adding) or Details screen (while editing) and select a category name.

To see a list of the items assigned to a category:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "Category".
  3. Tap on a category to view the items for that category.

You can also make a category list a "favorite" by tapping on the star next to the category name. See Favorite Lists below.
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Create category
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Assign category
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View category list

Organizing with tags

You can add as many tags as you would like. To add a new tag:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "Tags".
  3. Select the Add tag icon in the bottom right corner.
  4. Enter a name for the tag.
  5. Click on "Save".

You can also create new tags when you are assigning a tag to an item while adding by voice, adding by text, or editing an item. To assign/create a tag:
  1. Select the tag property on the Properties screen (when adding) or the Details screen (when editing).
  2. To assign an existing tag, select the tag name. You can tap on multiple names to assign more than one tag.
  3. To create a new tag, enter the tag name in the text field.
  4. To create/assign multiple tags, separate the tag names by commas.

To see a list of the items assigned to a tag:
  1. From the Home screen, Select the All Lists icon in the bottom left corner.
  2. Select "Tags".
  3. Tap on a tag to view the items for that tag.

You can also make a tag list a "favorite" by tapping on the star next to the tag name. See Favorite Lists below.
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Create tag
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Assign tag
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View tag list

Browsing

reQall provides many different lists for you to browse your items. "All Items" and "Recently Added" lists are in your Favorite Lists by default. To see other lists, tap on the All Lists icon on the bottom left corner of the home screen. The Time, Category, Location and Tags lists are described in the Organizing sections above. The People lists are described in Reminding someone else. You can make any list a "favorite" by tapping on the star next to the list name. See Favorite Lists below.

You can group the items in any list.
  1. In any list, tap on the Settings icon (the wheel on the bottom left corner).
  2. You can group items by category, person, due date, creation date, or no grouping.
  3. You can also show or hide completed items in the list.
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Searching

Any list that has items has a search box at the top. Tap in the search box and enter the word or phrase you'd like to find. You can choose to search just the items in that list or all items in your account.
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Editing

To edit an item, tap on the item from any list. You'll see the Details screen. You can:
  • Mark the item as complete by tapping on the checkbox next to the item. Note: there is no checkbox for Meetings or for Notes.
  • Edit the text of the item by tapping on the arrow to the right of the text.
  • Edit the location, category, tags, due date, whether an item repeats and who it's shared to by tapping on those properties.
  • See related items. Related items are those items in your reQall and Evernote (Pro only) accounts that are related to this item. Set up Evernote integration on the web.
  • Tap the Action icon to delete the item or send the item via email to yourself or someone else. If the item is an action to call one of your contacts, you'll also see the ability to place the call.
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Details Screen
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Do

Here and Now

reQall provides a continuously updated list of what you need to know on the Here and Now screen. It analyzes your situation—looking at the current time, your current location (or a location that you specify) and the upcoming items on your calendar, so you know exactly what you need in your current context.

To manually change the location for your Here and Now screen
  • Click on the Settings icon (a wheel on the bottom left) . Select a specific location name. Select "Auto-detect Locations nearby" to reinstate automatic location detection.
  • While in Here and Now settings, you can also specify how close you have to be for that location's items to appear.

Other notes about the Here and Now list;
  • If you have Google Calendar integrated with reQall, your Google Calendar items will also show on your Here and Now list. reQall will pull items from up to 5 Google Calendars that you have access to.
  • You can also see a map of nearby locations with items by selecting "Map" at the bottom of the Here and Now screen.
Note: All location functionality requires a reQall Pro account.
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Reminders, notifications and badges

reQall helps you get things done by sending you reminders and notices at the right time. You can receive these via email, SMS (Pro only), or IM. On the iPhone you can also receive Push Notifications. Learn more about how to set up reminders here.

reQall's icon has a badge that shows how many items are on your Today list. For example, in the picture below, this user has 2 items that are due today.

reQall for iPhone has one additional reminder capability. You can shake the iPhone to receive a EureQa! reminder. EureQa! reminders bring things to your attention that aren't necessarily time-based to provide a gentle nudge to your "real" memory. To enable EureQa! reminders by shaking, see General Settings below.
 
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Badges
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Favorite Lists

Favorite Lists give you quick access to the lists you use most frequently. Initially, "All Items" and "Recently Added" will be in your favorite list. There are two ways that you can define a list as a favorite. 
  1. On the Home screen, select the All Lists icon on the bottom left corner.  Select one of the sections labeled "Time", "Category", "Location", "People", "Tags". To mark a list as a favorite, click on the star by the name of the list.
  2. On the Home screen, tap on "Edit" by Favorite Lists. Tap on "Add a favorite list". Select one of the sections labeled "Time", "Category", "Location", "People", "Tags". To mark a list as a favorite, click on the star by the name of the list.
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Extras

General Settings

In addition to the Settings within the application that are described above, reQall for iPhone has a few general settings. Go to the iPhone Home screen, tap on Settings, and then tap on reQall.  On this page you can do the following:
  • Update your user id and password.
  • Set how frequently you want reQall to sync: every 15 minutes, every hour, or only when you manually press the Sync icon.
  • Enable Shake for EureQa! by tapping "On".
  • Turn Location Services "On".
  • Tell reQall to save the location at which you've added items.

reQall also has settings for notifications, calendar integration, Evernote integration, and more on the web at https://www.reqall.com/webui_settings/settings.

Outlook, Google Calendar, Evernote and more

reQall has many other capabilities that can enhance your reQall for iPhone experience. These include:
  • Integrate with Outlook (Pro only). This enables you to create meetings, tasks, and notes in reQall and see them in your Outlook calendar, task list and notes. It will also bring your Outlook items into reQall.
  • Integrate with Google Calendar (Pro only). reQall tasks and meetings are synced with your Google Calendar. In addition, you can see the items from up to 5 Google Calendars in your Here and Now list.
  • Integrate with Evernote (Pro only). reQall looks for items in Evernote that are related to your reQall items. For example, you can have a meeting in reQall and see the notes and documents associated with that meeting that are stored in Evernote.
  • Clip items off the web using reQall for Firefox.
  • Interact with reQall using your Instant Messenger account.
  • Add items to reQall via email (Pro only).

We'll be adding more information to this help site about each of these capabilities. In the meantime, you can read general descriptions of these features at www.reqall.com/about. If you have questions, just ask on GetSatisfaction or email support@reqall.com.

Application Update

  • If the App Store icon on your iPhone Home screen has a small number in the upper right corner, it means that a software update is available for one or more of your iPhone applications.
  • Tap the App Store icon to see a list of available updates. If there is a reQall for iPhone update available, tap on the reQall logo and a screen will appear with a description of the update.
  • Tap the Free button and then the Install button to download the new software to your iPhone.

Uninstalling / Reinstalling

Although it is uncommon, the reQall support team occasionally recommends that a user remove and re-install the application to solve a support issue. Just in case, here’s how to do it:

  • Press and hold down any icon on the iPhone’s Home screen.
  • The icons will start to wiggle, and an X will appear in the upper left corner of any items that can be deleted. Tap the X in the corner of the reQall icon to uninstall it. Uninstalling the software does not affect your reQall account.
  • To stop the wiggling, tap the Home button below the screen.
  • There are two ways to re-install the application. Either connect to your computer via a cable and re-sync your iPhone with iTunes or tap the App Store icon on your iPhone, find the reQall for iPhone application and download it by tapping Free and Install.