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

Latest revision as of 00:09, 19 November 2021

Navigation: RootsMagic 8 > Working With Tasks >

Adding Task 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:

Select the Tasks page
Click the + button above the task list
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:
- New
- In progress
- Completed
- On hold
- Problem
- Cancelled
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

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

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 Select Existing 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 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 task on the Edit Person form:

Selecting a fact then clicking the "Tasks" button on the edit panel
Clicking the Task column on the fact list

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:

Standard workflow
Slide-in workflow

Standard Task Workflow

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 Task Workflow

However, RootsMagic offers an optional task slide-in workflow that you can turn on via the 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.

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_Sources|Working With Sources]] >
+Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Working_With_Tasks|Working With Tasks]]</u> >
 ----
-RootsMagic provides 2 different places to add a new task:
-#'''Tasks Page'''
-#'''Edit Person Form'''
 ==Adding Task on Tasks Page==
-When you add a citation on the Sources page, it isn't "linked" to any particular person, family, or fact yet, but it becomes available to use (and reuse) when adding a citation in the Edit Person form.
+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 citation on the Sources page:
+To add a task on the Tasks page:
-#Select the Sources page
+#Select the Tasks page
-#Click the citation column of the source the citation is for to open the Citation List for that source
+#Click the + button above the task list
-#Click the + button on the Citation List
+#RootsMagic will display the Add Task form
-RootsMagic will display the Add Citation form.  The top half of the Add Citation form will display the source the citation is for.  You can actually edit the source fields here, but be aware that any changes you make will affect all citations of this source, not just the citation you're adding.
+[[File:RM8_Tasks-Add-1.jpg|Add Task]]
-[[File:RM8_Sources-AddCitation-FreeForm.jpg|Add Citatation Free 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:
+**New
+**In progress
+**Completed
+**On hold
+**Problem
+**Cancelled
+*'''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
-You can enter the following information for the citation:
+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.
-*'''Citation Name''' - the name that RootsMagic will display in the Citation List.  This name is especially important for when you reuse an existing citation.
-*'''Citation fields''' - The information specific to this single citation.  For a free-form source citation, this will be a single field called "Page Number" which just gets tacked onto the end of the free-form source.  For a templated source citation there may be multiple pieces of information which are combined with the source fields to create the footnote, short footnote and bibliography.
-*'''Research note''' - Your research notes about how and why this citation answers the question(s) about the person, family, or fact the citation is attached to.
-*'''Detail comment''' - Your comments about this particular citation
-*'''Detail reference number''' - An optional reference number you can assign to this citation.
-There are other pieces of information (for example, media / pictures) that you may add to the citation once it has been created and saved. These items can't be added until the citation record is actually created in the database since they need to link to the citation record in the file.
+==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.
-==Adding Task on Edit Person==
+[[File:RM8_Tasks-AddTask-CurrentFolder-1.jpg|Add Task to Current Folder]]
-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.
-There are two ways to add a citation on the Edit Person form:
+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.
-#Selecting a fact then clicking the "Sources" button on the edit panel
-#Clicking the Source column on the fact list
-==Select Fact and Click Sources Button==
+[[File:RM8_Tasks-AddTask-CurrentFolder-SelectExisting.jpg|Add Existing Task to Current Folder]]
-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.
-[[File:RM8_EditPerson-Panel-SourceList.jpg|Source List Panel]]
+==Adding Task on Edit Person==
+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.
-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.
+There are two ways to add a task on the Edit Person form:
+#Selecting a fact then clicking the "Tasks" button on the edit panel
+#Clicking the Task column on the fact list
-[[File:RM8_EditPerson-Sources-Add-Existing.jpg|Sources Add Exisiting]]
+==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.
-If you want to add both a new source and new citation, click the tab to "Add New Source" and RootsMagic will step you through [[RM8:Adding_a_Source|adding a new source]].
+[[File:RM8_EditPerson-Panel-TasksList.jpg|Tasks List Panel]]
-After selecting or adding the source, RootsMagic will let you either add a new citation like above, or select an existing citation.
+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-SourceCitation-Add-Existing.jpg|Citation Add Existing]]
+[[File:RM8_EditPerson-Slide-Tasks-Add.jpg|Add Task]]
-[[File:RM8_EditPerson-SourceCitation-Add-New.jpg|Citation Add New]]
+[[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 <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-Citation.jpg|Slide in Citation List]]
+[[File:RM8_EditPerson-Slide-Tasks-1a.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.