Difference between revisions of "RootsMagic 8:Editing a Task"

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Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Working_With_Tasks|Working With Tasks]] >
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Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Working_With_Tasks|Working With Tasks]]</u> >
  
 
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RootsMagic will display the Edit Tasks panel on the right side of the page.
 
RootsMagic will display the Edit Tasks panel on the right side of the page.
  
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[[File:RM8_Sources-EditCitation.jpg|Edit Citations]]
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[[File:RM8_EditPerson-Panel-EditTask.jpg|Edit Task]]
  
 
From this panel you can:
 
From this panel you can:
  
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#Edit the '''citation name''', which is what RootsMagic displays in the citation list.
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You can enter the following information for the task:
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#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.
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*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.
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#Edit the '''Research Note''', which explains how and why this citation answers the information for the fact you are using it for.
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*Edit the '''Start date''' - the date the task was started (or will start)
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#Edit the '''Detail comment''', which is your personal comments on the citation details
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*Edit the '''Last edit date''' - the date the task was most recently worked on
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#Edit the '''citation reference #''', which is an optional reference number you can give to the citation
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*Edit the '''End date''' - the date the task was completed
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#Click to open the '''Media list panel''' to see and edit all the media attached to the citation
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*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.
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#Click to open the '''WebTags panel''' to see and edit all the WebTags attached to the citation
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*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.
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#Click to open the '''Used panel''' to see all the people, families, and facts which use this citation.
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*Edit the '''Status''' - the status of the task.  The options are:
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#Customize the footnote, short footnote, and bibliography.
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**New
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**In progress
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**Completed
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**On hold
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**Problem
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**Cancelled
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*Edit the '''Priority''' - specify the priority of this task.  1 is the highest priority, while 9 is the lowest priority
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*Edit the '''Ref#''' - you can enter an optional reference number here.  This is solely for your own use.
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*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.
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*Edit the '''Task type''' - lets you specify whether the task is a research task, a to-do item, or correspondence
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*Click to open the '''Media list panel''' to see and edit all the media attached to the task
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*Click to open the '''Source list panel''' to see and edit all the source citations attached to the task
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*Click to open the '''Address list panel''' to see and edit all the addresses attached to the task
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*Click to open the '''Repository list panel''' to see and edit all the repositories attached to the task
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*Click to open the '''WebTags panel''' to see and edit all the WebTags attached to the task
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*Click to open the '''Used panel''' to see all the people, families, facts, etc which use this task.
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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.

Latest revision as of 05:23, 28 August 2021

Navigation: RootsMagic 8 > Working With Tasks >

To edit a task:

  1. Select the Tasks page
  2. Select the task you want to edit from the task list

RootsMagic will display the Edit Tasks panel on the right side of the page.

Edit Task

From this panel you can:

You can enter the following information for the task:

  • 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 Start date - the date the task was started (or will start)
  • Edit the Last edit date - the date the task was most recently worked on
  • Edit the End date - the date the task was completed
  • 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.
  • 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.
  • Edit the Status - the status of the task. The options are:
    • New
    • In progress
    • Completed
    • On hold
    • Problem
    • Cancelled
  • Edit the Priority - specify the priority of this task. 1 is the highest priority, while 9 is the lowest priority
  • 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 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
  • Click to open the Address list panel to see and edit all the addresses attached to the task
  • Click to open the Repository list panel to see and edit all the repositories attached to the task
  • Click to open the WebTags panel to see and edit all the WebTags attached to the task
  • Click to open the Used panel to see all the people, families, facts, etc which use this task.

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.

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