Paula, My "ultimate" wish list for a to-do task....
At the FIELD entry, right click to select a "add to-do" (say for a date of birth) >From the selectors, choose category, place, est date, and where to research, In my example since it was a field for date of birth, Legacy would automatically select the category birth records, I would then select where I am doing my research, say Cook County Ill Vitals Office, then the date range (abt 1900) then what I am looking in (like Birth Registers 1890-1900 or a FHC Film Number) Then I can print a report in cat seq, in year seq to maximize my time. When I find the details and enter (or change the info in that Birth date field), Legacy asks if it should delete or modify the To-Do item. And hopefully I can get a report that looks something like this (the Category header is only printed ONCE not with every Record. ) But this is what would work well for me. I am sure others have their own ways they like...... Thanks for taking the time to respond. Jay 1FamilyTree *Category: **Birth Record **Locality: **Outagamie County** _________________________________________________ * Individual: *Cornelia (Nellie) DeBruin [2793]* Birth: Abt 1865, Buchanan, Outagamie, Wisconsin, USA Marriage: Peter Vandenberg [32209] (Abt 1859-Abt 1935) m.Sep 9, 1891 Death: After 1930, Marinette, Marinette, Wisconsin, USA Parents: Louis DeBruin [2766] and Hendrika Coenen [2742] *Birth Records 1865* Notes/Findings: ------------------------------------------------------------------------------------------------------------------------------ Individual: *Bridget A. Hart [154686]* Birth: Abt 1865, Kaukauna, Outagamie, Wisconsin, USA Death: Jan 3, 1929, Appleton, Outagamie, Wisconsin, USA Burial: , Holy Cross Catholic Cemetery, Kaukauna, Wisconsin, USA Parents: Owen Hart [154678] and Bridgit Unknown [154680] *Birth Records 1865 Hart, Bridget birth record abt 1865 died 1/3/1929 appleton* Notes/Findings: ------------------------------------------------------------------------------------------ Individual: *Mary VanGompel [31748]* Birth: Abt Jan 1867, Kaukauna, Outagamie, Wisconsin, USA Marriage: Arnold Hietpas [23409] (Abt 1863-1923) m.Jun 17, 1889 in Little Chute, Outagamie, Wisconsin, USA Death: Jul 29, 1934, Little Chute, Outagamie, Wisconsin, USA Burial: Jul 30, 1934, St. John Catholic Cemetery, Little Chute, Wisconsin, USA Parents: Martin VanGompel [22602] and Catherine Verhagen [25318] *Birth Records 1867 Mary VanGompel, died 7/29/1934 Mrs Arnold Hietpas* Notes/ Findings: ----------------------------------------------------------------------------------------------------- On Thu, Sep 19, 2013 at 9:30 AM, Paula Ryburn <[email protected]>wrote: > Jay, > If you have a to-do item for each thing you want to find, and have > specified the repository as the vital records office you plan to visit, > then print the report of to-do items for just that repository, sorted by > category first (BMD), then ... well, you would need to enter the year in > the "task name" and then sort on that third. (or if you really don't > care when you technically opened a to-do item, you could enter the date in > question there...? tho I haven't tested entering a date in the past) > > If all your individuals in question are in your Legacy database, I'm not > sure why you would consider getting another genealogy program just to > produce a to-do list? > > Alternately, if you don't want to use to-do lists at all, but just want a > list of who to look for, you could try Search. It would take two passes. > Example is whole state of Massachusetts. > > INDIVIDUALS > Search > Find > Individual Birth Place contains Massachusetts OR > Individual Death Place contains Massachusetts > Click Print - select what data you want (up to 3 rows) and print >>>> or > generate CSV so you can sort it by date. > (You might want to separate this into 2 passes, so you have a "births" > list and a "deaths" list... depends on how the records are organized at the > VR office.) > > MARRIAGES > Search > Find > Marriage Marriage Place contains Massachusetts > Select fields, Print / generate CSV > > --Paula > > ------------------------------ > *From:* Jay 1FamilyTree <[email protected]> > *To:* [email protected] > *Sent:* Monday, September 16, 2013 1:39 PM > *Subject:* Re: [LegacyUG] To - Do Report > > Wow, that does not seem logical to me at all..... > > Am I looking in the wrong place on how to create a report for a research > trip to a vital records office where I want to maximize my time > by searching for Birth Death and Marriage records in a specific order like > first all births, sorted ascending by year, > then all marriages ascending by year > then all deaths ascending by year? > > Or is another Genealogy program better at doing this seemingly simple task? > > > Jay > > > > > > > > On Mon, Sep 16, 2013 at 6:17 AM, Brian/Support <[email protected] > > wrote: > > That is the way the To-Do report is designed. The personal details for > the person to which the task applies is a header box. The task details > are the body of the report. > > If you select to do's for an individual you have the option of not > repeating that personal data header for every task so the personal data > heading is followed by all that person's tasks. > > Brian > Customer Support > Millennia Corporation > [email protected] > http://www.LegacyFamilyTree.com > -- > > On 12/09/2013 5:20 PM, Jay 1FamilyTree wrote: > > > > I am having a problem with a print for a standard to-do report > > > > The results seem somewhat out of order (within the task) > > > > What I get are the first few lines are the persons details, > > then what I would have expected to be the header bar for this one task > > then the date line > > then the category line > > > > LIke; > > > > Individual: Christ Joseph Arnoldussen [108319] > > Birth: Abt May 1899, Freedom, Outagamie, Wisconsin, USA > > Death: Mar 28, 1907, Freedom, Outagamie, Wisconsin, USA > > Parents: John Arnoldussen [33391] and Katherine (Kate) Lappen [108322] > > *Date Research Task* > > Jan 12, 2013 1900 census lists birth as May 1899, died 3/28/1907 > > Category: Birth Record Locality: Outagamie County > > > > > > What I would have expected was > > > > *Date Research Task* > > Jan 12, 2013 1900 census lists birth as May 1899, died 3/28/1907 > > Category: Birth Record Locality: Outagamie County > > > > Individual: Christ Joseph Arnoldussen [108319] > > Birth: Abt May 1899, Freedom, Outagamie, Wisconsin, USA > > Death: Mar 28, 1907, Freedom, Outagamie, Wisconsin, USA > > Parents: John Arnoldussen [33391] and Katherine (Kate) Lappen [108322] > > > > > > Is there a setting somewhere I have missed? > > > > Thanks in advance for any help > > > > Jay > > > > > > > > > > > > > > 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 > > > > Legacy User Group guidelines: > http://www.LegacyFamilyTree.com/Etiquette.asp<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<http://www.legacyfamilytree.com/Help.asp> > Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and > on our blog > (http://news.LegacyFamilyTree.com<http://news.legacyfamilytree.com/> > ). > To unsubscribe: > http://www.LegacyFamilyTree.com/LegacyLists.asp<http://www.legacyfamilytree.com/LegacyLists.asp> > > > > > > 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 > > > > > 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 > 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). 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