Difference between revisions of "RootsMagic 8:Editing a Task"
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From this panel you can: | 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 todo item, or correspondence | ||
| + | |||
| + | |||
| + | *Click to open the '''Media list panel''' to see and edit all the media attached to the citation | ||
| + | *Click to open the '''WebTags panel''' to see and edit all the WebTags attached to the citation | ||
| + | *Click to open the '''Used panel''' to see all the people, families, and facts which use this citation. | ||
Revision as of 00:42, 22 August 2021
Navigation: RootsMagic 8 > Working With Tasks >
To edit a task:
- Select the Tasks page
- 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.
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 todo item, or correspondence
- Click to open the Media list panel to see and edit all the media attached to the citation
- Click to open the WebTags panel to see and edit all the WebTags attached to the citation
- Click to open the Used panel to see all the people, families, and facts which use this citation.