Adding a Task

Navigation: RootsMagic 8 > Working With Tasks >

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To add a general to-do task (one not attached to a person or family) from the to-do list:

1.

Choose "Lists, To-Do list" from the main menu, or click the To-Do button in the toolbar and select To-Do List.

2.

Click the "Add Task" button on the to-do list.

3.

Fill in the information about the to-do task:

a.

Task – Enter a brief description of the to-do task. This is what will show in the to-do list.

b.

Personal file number – If you want to assign your own personal filing system numbers to tasks, you can enter them here.

c.

Priority – Select a priority for this task (from 1-high to 9-low).

d.

Where do I need to do it? – You can select either a repository where you need to do this task, or an address of someone you need to do it with. If you have already made a selection, you can click Edit to make changes, or Clear to remove the selection.

e.

When do I need to do it? – Select whether this task is still open or completed (or pending or a problem), as well as the start date, completion date, or the date you most recently worked on the task. Each date field has a button to pop up a calendar that you can choose the date from.

f.

Details and results – This is a text field where you can enter details about the task, or record progress and results.

3.

Click OK to save the to-do task. Tasks added from the to-do list are "general" to-do tasks, and are not linked to a specific person or family.