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

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To edit a to-do task from the to-do list:
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To edit a task:
  
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#Select the Tasks page
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#Select the task you want to edit from the task list
  
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RootsMagic will display the Edit Tasks panel on the right side of the page.
  
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1.
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[[File:RM8_Sources-EditCitation.jpg|Edit Citations]]
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Open the To-Do list, either from the Edit menu or from the "Edit Person" view.
 
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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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#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 '''Research Note''', which explains how and why this citation answers the information for the fact you are using it for.
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Highlight the To-Do task, and click the "Edit Task" button on the to-do list.
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#Edit the '''Detail comment''', which is your personal comments on the citation details
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#Edit the '''citation reference #''', which is an optional reference number you can give to the citation
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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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#Click to open the '''WebTags panel''' to see and edit all the WebTags attached to the citation
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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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#Customize the footnote, short footnote, and bibliography.
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Change the information about the to-do task:
 
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Click OK to save the to-do task.
 

Revision as of 00:19, 22 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 Citations

From this panel you can:

  1. Edit the citation name, which is what RootsMagic displays in the citation list.
  2. 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.
  3. Edit the Research Note, which explains how and why this citation answers the information for the fact you are using it for.
  4. Edit the Detail comment, which is your personal comments on the citation details
  5. Edit the citation reference #, which is an optional reference number you can give to the citation
  6. Click to open the Media list panel to see and edit all the media attached to the citation
  7. Click to open the WebTags panel to see and edit all the WebTags attached to the citation
  8. Click to open the Used panel to see all the people, families, and facts which use this citation.
  9. Customize the footnote, short footnote, and bibliography.
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