Adding Tasks on Tasks Page

 

When you add a task on the Tasks page, it isn't "linked" to any particular person, family, or fact yet, but it becomes available to use (and reuse) when adding a task in the Edit Person form.

 

To add a task on the Tasks page:

 

1.Select the Tasks page

2.Click the Add menu above the task list

3.RootsMagic will display the Add Task form

 

 

You can enter the following information for the task:

 

•Name - the name that RootsMagic will display in the task List. This name is especially important for when you reuse an existing task.

•Start date - the date the task was started (or will start)

•Last edit date - the date the task was most recently worked on

•End date - the date the task was completed

•Goal/Details - This is where you can describe the goal of the task. Clicking this field will slide in the note editor to let you go into as much detail as desired.

•Results - This is where you document the results of the task. Clicking this field will slide in the note editor to let you go into as much detail as desired.

•Status - the status of the task. The options are:

oNew

oIn progress

oCompleted

oOn hold

oProblem

oCancelled

•Priority - specify the priority of this task. 1 is the highest priority, while 9 is the lowest priority

•Ref# - you can enter an optional reference number here. This is solely for your own use.

•Filename - If you have an external file which holds more information about the task, you can add that filename here to keep it with the task.

•Task type - lets you specify whether the task is a research task, a to-do item, or correspondence

 

Save the task first. You can then add pictures, sources, and repositories to it.

 

Adding Task to a Folder

Normally when you add a task, you will get the simple Add Task form above. However, if you have a folder selected and the task list is filtered by that folder, adding a new task will display a modified Add Task form which lets you either add a new task, or select an existing task. This is because when you are viewing the tasks for a folder, the Add Task will add the task to the folder.

 

 

You can either add a new task just like above, or you can click the Find Task tab and select a task from the list to add to the current folder.

 

 

Adding Task on Edit Person

When you add a task from Edit Person, it appears for the person, family, or fact you are working on. You can create a new task or choose one you have already entered.

 

There are multiple ways to add a task on the Edit Person form:

 

1.Selecting a fact then clicking the "Tasks" button on the edit panel

2.Clicking the Task column on the fact list

3.Selecting the Edit Person tasks view

 

Select Fact and Click Tasks Button

Highlight the fact you want to add a task to, then click the Tasks button on the edit panel on the right side of the form. RootsMagic will display a list of all the tasks for that fact.

 

 

To add a new task, click the "Add task" button. You can add (or select) the task exactly the same way as adding a task to a folder above.

 

 

 

Click Task Column in Fact List

Clicking the task column for the fact you want to add a task actually has 2 different workflows to choose from:

 

1.List beside the facts

2.List over the facts

 

Show tasks beside the facts

Normally, clicking the task column opens the task list beside the facts. You can add or edit tasks there.

 

Show tasks over the facts

If you turn on Slide in workflow in Program settings, clicking the task column opens the task list over the fact list. Select a task to edit it on the right.

 

 

Click + above the task list to add a task. When finished, click the back arrow beside the heading to return to the facts.

Create a useful research record

Use a specific question for the task name and put the planned search in Goal/Details. Reserve Results for what actually happened. A task named Check census is harder to reuse than one identifying the person, census year, and place.

After saving, add the people, sources, pictures, or repositories relevant to the task. Open Used to check which people and other items it concerns. If one task concerns several people, add the same task to each person so you only have one task to keep up to date.