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WinPIM User Help

Introduction

WinPIM is a modern personal information manager (PIM) for handling schedules, contacts, tasks, and notes in one desktop workflow. It also provides centralized attachments, cloud synchronization, and data import/export.

  • Multi-view calendar with day, week, month, and agenda modes.
  • Professional contact management with rich fields, groups, and photos.
  • Task management with table, Kanban, and Gantt views.
  • Rich text notes with HTML formatting and attachments.
  • Cloud sync via Google, iCloud, QQ, CalDAV, and CardDAV.
  • Multi-user LAN collaboration with WinPIM Data Server.

Quick Start

1) Login and User Creation

When launching the app for the first time, you start on the login screen. New users can create a local account and database. Existing users can log in with their password.

  1. Select Create New User.
  2. Enter username and password.
  3. Return to login and sign in.

2) Main Window Overview

The left navigation switches between Contacts, Calendar, Tasks, and Notes. The right workspace shows data for the selected module. The top toolbar provides creation, editing, import/export, and search actions.

Recommended first-time setup: create contact groups, define calendar categories, configure task columns, and set up note groups.

Module Details

Contacts

The Contacts module supports both card and table views for visual browsing and efficient batch operations.

  • Rich profile fields: name, phone, company, department, birthday, hobbies, skills.
  • Multiple phone numbers and addresses per contact.
  • Photo upload and crop support.
  • Duplicate detection and merge during save.
  • Group management for colleagues, clients, family, and more.
  • CSV import/export for migration.

Calendar

The Calendar module provides clear timeline planning with event creation, recurrence, reminders, and categories.

  • Views: Day, Week, Month, and Agenda.
  • Event fields: subject, location, start/end, all-day option.
  • Recurring events by day, week, and month.
  • Reminder setup for important events.
  • Color categories for work, family, and personal schedules.

Tasks

The Tasks module supports personal to-do lists and project tracking workflows.

  • Table view for structured lists.
  • Kanban board for drag-and-drop status flow.
  • Gantt chart for timeline and progress visualization.
  • Task properties: priority, due date, completion percentage.
  • Task links to contacts and attachments.

Notes

Notes works as a personal knowledge base with rich formatting and structured organization.

  • Rich text editor with HTML formatting tools.
  • Attachments can be embedded or linked.
  • Group hierarchy for organizing knowledge trees.
  • Optional link to contacts for context.

Attachments

The Attachment Center provides one place to search and manage files from every module.

  • Unified list from contacts, tasks, calendar, and notes.
  • Smart categorization by file type.
  • Fast search by file name and extension filter.
  • Open by double-click and inspect metadata.
  • Storage strategies: direct link, copy to subfolder, store in database.

Cloud Sync and Accounts

WinPIM can sync data with mainstream cloud services and DAV servers.

  1. Go to Settings → Cloud Accounts.
  2. Select Add Account and choose Google, iCloud, QQ, CalDAV, or CardDAV.
  3. Enter server address, username, and password.
  4. Enable contact sync and/or calendar sync.
  5. Configure proxy settings when needed.

Import and Export

Import Contacts

  1. Open Import Contacts from the main menu.
  2. Choose CSV or vCard file format.
  3. Complete field mapping when importing CSV files.

Export Data

  1. Select records in Contacts, Calendar, Tasks, or Notes.
  2. Click Export from toolbar or menu.
  3. Choose format and destination path.
  4. Generate output files for backup or migration.

WinPIM Data Server (LAN Multi-User)

  1. Deploy WinPIM Data Server on a LAN host.
  2. Connect client apps to the server endpoint.
  3. Configure data sharing or isolation by organizational policy.

Settings and Tools

  • User management: change password and switch accounts.
  • Global search: find items across all modules.
  • Reminder window: snooze or complete alerts.
  • Print center: module-specific templates and preview.
  • UI customization: sidebar collapse, dark mode, and pane sizing.