RootsMagic 8:Adding a Task - Revision history

Renee: /* Slide-In Task Workflow */

2021-11-19T00:09:04Z

Slide-In Task Workflow

Renee: /* Slide-In Task Workflow */

2021-11-10T23:45:17Z

Slide-In Task Workflow

Renee at 05:24, 28 August 2021

2021-08-28T05:24:46Z

Renee: /* Adding Task on Tasks Page */

2021-08-26T02:53:52Z

Adding Task on Tasks Page

Renee: /* Adding Task to a Folder */

2021-08-26T02:49:01Z

Adding Task to a Folder

Renee: /* Adding Task on Tasks Page */

2021-08-26T02:45:52Z

Adding Task on Tasks Page

Bruce: /* Click Source Column in Fact List */

2021-08-21T23:59:17Z

Click Source Column in Fact List

Bruce: /* Select Fact and Click Sources Button */

2021-08-21T23:56:48Z

Select Fact and Click Sources Button

Bruce: /* Adding Task on Edit Person */

2021-08-21T23:46:23Z

Adding Task on Edit Person

Bruce: /* Adding Task to a Folder */

2021-08-21T23:44:49Z

Adding Task to a Folder

@@ Line 72: / Line 72: @@
 However, RootsMagic offers an optional task slide-in workflow that you can turn on via the <u>[[RM8:Program_Settings|program settings]]</u>.  If you choose to use this slide-in workflow, clicking the task column in the fact list will slide in the list of tasks directly over the fact list, and turn the edit panel into a task edit panel.
-[[File:RM8_EditPerson-Slide-Tasks-1.jpg|Tasks]]
+[[File:RM8_EditPerson-Slide-Tasks-1a.jpg|Tasks]]
 To add a new task using the slide-in workflow, simply click the + button on the toolbar and add the task exactly the same as above.  When you are finished adding tasks, click the < back arrow in the header to return to the edit person fact list.

@@ Line 72: / Line 72: @@
 However, RootsMagic offers an optional task slide-in workflow that you can turn on via the <u>[[RM8:Program_Settings|program settings]]</u>.  If you choose to use this slide-in workflow, clicking the task column in the fact list will slide in the list of tasks directly over the fact list, and turn the edit panel into a task edit panel.
-[[File:RM8_EditPerson-Slide-Tasks.jpg|Tasks]]
+[[File:RM8_EditPerson-Slide-Tasks-1.jpg|Tasks]]
 To add a new task using the slide-in workflow, simply click the + button on the toolbar and add the task exactly the same as above.  When you are finished adding tasks, click the < back arrow in the header to return to the edit person fact list.

@@ Line 1: / Line 1: @@
-Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Working_With_Tasks|Working With Tasks]] >
+Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Working_With_Tasks|Working With Tasks]]</u> >
 ----
@@ Line 70: / Line 70: @@
 ===Slide-In Task Workflow===
-However, RootsMagic offers an optional task slide-in workflow that you can turn on via the [[RM8:Program_Settings|program settings]].  If you choose to use this slide-in workflow, clicking the task column in the fact list will slide in the list of tasks directly over the fact list, and turn the edit panel into a task edit panel.
+However, RootsMagic offers an optional task slide-in workflow that you can turn on via the <u>[[RM8:Program_Settings|program settings]]</u>.  If you choose to use this slide-in workflow, clicking the task column in the fact list will slide in the list of tasks directly over the fact list, and turn the edit panel into a task edit panel.
 [[File:RM8_EditPerson-Slide-Tasks.jpg|Tasks]]
 To add a new task using the slide-in workflow, simply click the + button on the toolbar and add the task exactly the same as above.  When you are finished adding tasks, click the < back arrow in the header to return to the edit person fact list.

@@ Line 30: / Line 30: @@
 *'''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 todo item, or correspondence
+*'''Task type''' - lets you specify whether the task is a research task, a to-do item, or correspondence
 There are other pieces of information (for example, media, sources, repositories) that you may add to the task once it has been created and saved. These items can't be added until the task record is actually created in the database since they need to link to the task record in the file.

@@ Line 37: / Line 37: @@
 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.
-[[File:RM8_Tasks-AddTask-CurrentFolder.jpg|Add Task to Current Folder]]
+[[File:RM8_Tasks-AddTask-CurrentFolder-1.jpg|Add Task to Current Folder]]
 You can either add a new task just like above, or you can click the Select Existing Task tab and select a task from the list to add to the current folder.

@@ Line 11: / Line 11: @@
 #RootsMagic will display the Add Task form
-[[File:RM8_Tasks-Add.jpg|Add Task]]
+[[File:RM8_Tasks-Add-1.jpg|Add Task]]
 You can enter the following information for the task:
@@ Line 33: / Line 33: @@
 There are other pieces of information (for example, media, sources, repositories) that you may add to the task once it has been created and saved. These items can't be added until the task record is actually created in the database since they need to link to the task record in the file.
 ==Adding Task to a Folder==

@@ Line 62: / Line 62: @@
 [[File:RM8_EditPerson-Slide-Tasks-SelectExisting.jpg|Select Existing Task]]
-==Click Source Column in Fact List==
+==Click Task Column in Fact List==
-Clicking the source column for the fact you want to add a citation actually has 2 different workflows to choose from:
+Clicking the task column for the fact you want to add a task actually has 2 different workflows to choose from:
 #Standard workflow
 #Slide-in workflow
-===Standard Source/Citation Workflow===
+===Standard Task Workflow===
-With the standard workflow, this will directly open the list of citations in the edit panel exactly the same as above where you can add or edit citations.
+With the standard workflow, this will directly open the list of tasks in the edit panel exactly the same as above where you can add or edit tasks.
-===Slide-In Source/Citation Workflow===
+===Slide-In Task Workflow===
-However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program_Settings|program settings]].  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
+However, RootsMagic offers an optional task slide-in workflow that you can turn on via the [[RM8:Program_Settings|program settings]].  If you choose to use this slide-in workflow, clicking the task column in the fact list will slide in the list of tasks directly over the fact list, and turn the edit panel into a task edit panel.
 [[File:RM8_EditPerson-Slide-Tasks.jpg|Tasks]]
-To add a new citation using the slide-in workflow, simply click the + button on the toolbar and add the citation exactly the same as above.  When you are finished adding citations, click the < back arrow in the header to return to the edit person fact list.
+To add a new task using the slide-in workflow, simply click the + button on the toolbar and add the task exactly the same as above.  When you are finished adding tasks, click the < back arrow in the header to return to the edit person fact list.

@@ Line 51: / Line 51: @@
 #Clicking the Task column on the fact list
-==Select Fact and Click Sources Button==
+==Select Fact and Click Tasks Button==
-Highlight the fact you want to add a citation to, then click the Sources button on the edit panel on the right side of the form.  RootsMagic will display a list of all the citations for that fact.
+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.
 [[File:RM8_EditPerson-Panel-TasksList.jpg|Tasks List Panel]]
-To add a new citation, click the "Add source citation" button.  RootsMagic will first ask you to select which source you want to use.  Just select the desired source and click the "Next >" button to continue adding the citation for that source.
+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.
 [[File:RM8_EditPerson-Slide-Tasks-Add.jpg|Add Task]]

@@ Line 45: / Line 45: @@
 ==Adding Task on Edit Person==
-When you add a citation on the Edit Person form, it will create the citation, then "link" it to the person, family, or fact that you are currently working on.  As you add the citation, RootsMagic will let you either create a new citation or reuse an existing citation.
+When you add a task on the Edit Person form, it will create the task, then "link" it to the person, family, or fact that you are currently working on.  As you add the task, RootsMagic will let you either create a new task or reuse an existing task.
-There are two ways to add a citation on the Edit Person form:
+There are two ways to add a task on the Edit Person form:
-#Selecting a fact then clicking the "Sources" button on the edit panel
+#Selecting a fact then clicking the "Tasks" button on the edit panel
-#Clicking the Source column on the fact list
+#Clicking the Task column on the fact list
 ==Select Fact and Click Sources Button==