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Tasks allow you to keep track of the actual research you have done, or that you need to do for a person, family, or any other aspect of your family history. Tasks let you set goals, and keep track of the results, while tying the task to the people, families, sources, places, media or other records which pertain to that task.

 

Tasks

Your tasks are displayed in a task list, which can be filtered and printed by any number of criteria, including dates, priority, status, goal or result text, or by any of the records the task is linked to.

RM10_Tasks

 

Folders

You can also assign tasks to folders, which lets you group common tasks together like a research log for a particular topic. A task can be placed in more than folder.  The folders are displayed on the left side of the Tasks page, but can be temporarily hidden by clicking the folder button above the list of tasks.

 

Research Log View

RootsMagic provides an additional way to view the tasks in a folder. This is called the Research Log view, and is only available when viewing the tasks for a single folder.

 

RM10_Task-ResearchLog

 

See Also

Working with Tasks

Adding a Task

Editing a Task

  

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