Filtering Tasks

Navigation: RootsMagic 8 > Working With Tasks >

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The strength of tasks in RootsMagic is the ability to filter them by any criteria. You can filter by task content or linked records. RootsMagic also provides a quick way to see all the tasks for an individual person, family source, etc.

Filtering by Task Content

To filter the task list:

1. Select the Tasks page to see the list of tasks
2. Click the 3 dot menu and select Filter Tasks

The top half of the filter form lets you create a filter based on the contents of the task itself. You can filter by:

• Start date - filter by the start date of the task. Options are:
  • Do not filter by start date
  • Only show tasks with no start date
  • Only show tasks with a start date of
• End date - filter by the end date of the task. Options are the same as for the Start date
• Edit date - filter by the edit date of the task. Options are the same as for the Start date
• Details - filter by the Details / Goals entered for the task. Options are:
  • Do not filter by task details
  • Show tasks where details equals
  • Show tasks where details contains
• Results - filter by the Results entered for the task. Options are the same as for the Details
• Reference number
• Task type
• Priority
• Status

You can mix and match the filter criteria above. Just be aware that all criteria you select must match for a task to be displayed.

Filtering by Linked Records