Tis so true. You can play around with how you enter things and how you handle the filters and the to-do will do pretty much do anything you want it to. Ever since I started using the to-do list for all of my tasks I am much more organized. For example, if I am going back to do research on someone that I haven't worked with in a while and I see that I am missing a marriage date/place, I can filter my to-dos by the category "Marriage Record." I leave it at "All Localities" and I check both open and closed. I also check all of the type boxes, both tagged boxed and all of the priority boxed. I will then be able to see everything that I have done to try and find the marriage record. I can see all of my negative searches and things that I planned to do and haven't yet. This keeps me from duplicating my efforts.
The last tab, "sort order," is another way to sort your tasks so that they show up in your list of tasks in a way that will make more sense to you. I can accomplish the same sort of thing as I did above by setting my primary sort field to Category. Now all my marriage tasks will be together, my census tasks will be together etc. I rarely put the open date in the primary sort field because then it is too easy for me to see the tasks that I have been procrastinating on :) :) :) One thing I would like to add. I use the tagging option within the to-do list. If something is untagged it means that I plan to search it but I haven't started on the task yet. If I tag it, that means I am working on it. For example, if I want to request a COD from Mississippi I will leave it untagged. If I have actually sent a letter to the MS Vital Office then I will tag it. I will run the filter to show me everything that is tagged and I can see what all I am still waiting on. I can then decide if I need to send a second request. I do this for all correspondence type stuff. I can also run by untagged which will quickly show me what all I still need to do. This gives you a way to further breakdown your "open" category of tasks. Is it open because I haven't done it yet or is it open because I have done it but I am still waiting on some sort of response. Michele -----Original Message----- From: Tessa Keough [mailto:[email protected]] Sent: Monday, September 16, 2013 11:48 AM To: [email protected] Subject: Re: [LegacyUG] To - Do Report This is one of those features of Legacy that you really need to play with to make the most of it. Be sure to take a look at the filter options AND something I do is to put the date of a to-do item first then my to-dos are in chronological order. Our Legacy Virtual Users' Group had a presentation on working with to-do feature and other members also told what they did to make it work well for them. Always play around with the features and preview reports to get exactly what you want. Tessa Keough Guild of One-Name Studies, No. 5089 Legacy Virtual Users' Group One Place Studies - Plate Cove, Newfoundland 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
