I use the to-do list to keep track of everything. It is especially important as a correspondence log so I know what I am still waiting for in the mail. Any major negatives results also go in my notes. Having said that, ICAPGen (the accreditation people) require research calendars when you turn in your 4 generation report. The to-do list in Legacy doesn't work for this because every single task is an isolated event instead of everything related to a single research goal showing up together. I have a Microsoft Word doc similar to what Marian showed in the Webinar that I am using just for this one purpose. I actually like the to-do list in Legacy better because you can see at a glance what hasn't been done and what has been done. I use tagging to show what I plan to do vs. what I have already done. For things that I have written off for, I can't close it out until I actually receive the document in the mail so that is why I use tagging to show what I have done and what I haven't, if that makes sense.
Michele -----Original Message----- From: Tessa Keough [mailto:[email protected]] Sent: Thursday, July 19, 2012 2:24 PM To: [email protected] Subject: Re: [LegacyUG] Webinar The interesting thing I learned when I posted in the Google+ Stream yesterday after the webinar is that Marian does not use Legacy to any great extent - I don't know if it is because she does research for clients or if she is in process of changing programs BUT I also wanted to know how you incorporate the types of forms she uses with Legacy, how you make sure you are not doing lots of double entries, and how you keep track of all those research "documents/forms" in your filing system (be it paper based or computer based) and how you note it in Legacy. That was the question I asked in my post and while I liked the look of her forms and definitely see their use - I do write up research plans - how do we incorporate with to-dos, and where do you take it from there. One thing I wish we had in Legacy in the ability to place in a Research Manager (similar to RootsMagic). I realize that Geoff plans to do a webinar about using To-Dos so I hope it incorporates how to "reuse" Marian's forms in his presentation. In the meantime, what do others do? Tessa Keough Guild of One-Name Studies, No. 5089 Legacy Virtual Users' Group One Place Studies - Plate Cove, Newfoundland Surnames - Keough, Murphy, Aylward, Kocevar, Lidman, Zagradisnik Places - Ireland, Newfoundland, Norway, Slovenia, Sweden, USA (New York, Illinois, Missouri, Nebraska, Washington) Blogs - The Keough Corner and Scandia Musings & More Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our blog (http://news.LegacyFamilyTree.com). To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
