RootsMagic 8:Editing a Task - Revision history

Renee at 05:23, 28 August 2021

2021-08-28T05:23:57Z

Renee at 03:04, 26 August 2021

2021-08-26T03:04:58Z

Bruce at 01:30, 22 August 2021

2021-08-22T01:30:00Z

Bruce at 01:27, 22 August 2021

2021-08-22T01:27:05Z

Bruce at 00:42, 22 August 2021

2021-08-22T00:42:45Z

Bruce at 00:19, 22 August 2021

2021-08-22T00:19:48Z

Terri at 19:57, 10 June 2021

2021-06-10T19:57:41Z

Renee: Created page with "Navigation: RootsMagic 8 > Working With Tasks > ---- Add Text"

2021-05-26T02:07:10Z

Created page with "Navigation: RootsMagic 8 > Working With Tasks > ---- Add Text"

New page

Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Working_With_Tasks|Working With Tasks]] >

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Add Text

← Older revision		Revision as of 05:23, 28 August 2021
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−	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> >

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@@ Line 31: / Line 31: @@
 *Edit the '''Ref#''' - you can enter an optional reference number here.  This is solely for your own use.
 *Edit the '''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.
-*Edit the '''Task type''' - lets you specify whether the task is a research task, a todo item, or correspondence
+*Edit the '''Task type''' - lets you specify whether the task is a research task, a to-do item, or correspondence
 *Click to open the '''Media list panel''' to see and edit all the media attached to the task
 *Click to open the '''Source list panel''' to see and edit all the source citations attached to the task

@@ Line 32: / Line 32: @@
 *Edit the '''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.
 *Edit the '''Task type''' - lets you specify whether the task is a research task, a todo item, or correspondence
+You can also see all the folders the task belongs in, and can click "Add to folder" to select another folder to put the task in.

@@ Line 10: / Line 10: @@
 RootsMagic will display the Edit Tasks panel on the right side of the page.
-[[File:RM8_Sources-EditCitation.jpg|Edit Citations]]
+[[File:RM8_EditPerson-Panel-EditTask.jpg|Edit Task]]
 From this panel you can:

@@ Line 14: / Line 14: @@
 From this panel you can:
-#Edit the '''citation name''', which is what RootsMagic displays in the citation list.
+You can enter the following information for the task:
-#Edit the '''Citation Details'''.  As you edit these field, RootsMagic will display the formatted footnote, short footnote, and bibliography in the panel at the bottom.
+*Edit the '''Name''' - the name that RootsMagic will display in the task List.  This name is especially important for when you reuse an existing task.
-#Edit the '''Research Note''', which explains how and why this citation answers the information for the fact you are using it for.
+*Edit the '''Start date''' - the date the task was started (or will start)
-#Edit the '''Detail comment''', which is your personal comments on the citation details
+*Edit the '''Last edit date''' - the date the task was most recently worked on
-#Edit the '''citation reference #''', which is an optional reference number you can give to the citation
+*Edit the '''End date''' - the date the task was completed
-#Click to open the '''Media list panel''' to see and edit all the media attached to the citation
+*Edit the '''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.
-#Click to open the '''WebTags panel''' to see and edit all the WebTags attached to the citation
+*Edit the '''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.
-#Click to open the '''Used panel''' to see all the people, families, and facts which use this citation.
+*Edit the '''Status''' - the status of the task.  The options are:
-#Customize the footnote, short footnote, and bibliography.
+**New

← Older revision		Revision as of 19:57, 10 June 2021
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−	~~Add Text~~	+	To edit a to-do task from the to-do list:
		+
		+
		+
		+	1.
		+
		+	Open the To-Do list, either from the Edit menu or from the "Edit Person" view.
		+
		+
		+
		+
		+	2.
		+
		+	Highlight the To-Do task, and click the "Edit Task" button on the to-do list.
		+
		+
		+
		+
		+	3.
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		+	Change the information about the to-do task:
		+
		+
		+
		+
		+	4.
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		+	Click OK to save the to-do task.