Jay, That DOES sound nice. I had been hearing that there were going to be upgrades to the To-Do functionality with v8 (or maybe it was Research Guidance? or both?). Anyway, I totally agree that it is very clunky to use To-Do items as they are now. On the other hand, they do provide you with a paper trail, place to record negative findings, avoid duplication of effort. I just need to be more disciplined in using them.
If I were doing what you are (looking through one source or county clerk's office), I would go the Search > CSV route to generate my task list for the on-site visit. That's just too much To-Do data entry. --Paula ________________________________ From: Jay 1FamilyTree <[email protected]> To: [email protected] Sent: Thursday, September 19, 2013 12:24 PM Subject: Re: [LegacyUG] To - Do Report 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 <snip> 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
