For To-Do List users...

All the recent discussion about To-Do Lists spurred me into looking more
seriously into this feature. Although I had dabbled with it previously, I
hadn't thought deeply about how to organize myself around exploiting it.

I see two ways to use To-Do lists: for managing a classic style research log
(source based) and for managing research questions. For me, there is a
distinction between the two.

Research logs are source-based. There is one entry per source consulted, and
you note when and where you consulted it, what you searched for (e.g.
surname), what the results were, and enough details about the source to
create a citation. So for John Doe, I might have a list of associated To-Do
items each related to searching a different source. In this model, I could
create a report out of Legacy that would be my research log. Using Legacy to
do this seems cumbersome to me. And going through an intermediate step of
generating & printing a report to take on a research trip seems like too
many steps to me.

I find myself using To-Do's differently, though. When working in the Family
view and editing details or notes about an Individual, I add a To-Do item
based on a research task (Locate death record) or question (Where is he in
the 1880 census?) rather than source. Then in the Description field I note
all the likely sources to check and any thoughts I have that might aid in
the search. Then on a research trip, I can use the Results field to note
which sources I consulted and the results of searching those sources. But
it's all lumped together with a single To-Do item. I know I can create
sources and link them to the item, although I'm not sure I want to use that
feature for To-Do's.

In this style of working, I prefer to take my laptop on the research trip,
and work interactively in Legacy to type in my results and sources. (There
are a handful of features that would make this usage model easier, and I've
submitted a handful of enhancement requests on the Legacy website!)  My
concern is that if I ever need to create research log for some reason in the
future, I'm not sure I could construct one easily if I use To-Do Lists this
way. Could I?

How do you organize yourself around using To-Do lists?

Jean


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