Re: [LegacyUG] To-Do List Error?

[Brian Kelly]

The person it is showing is the one to which your selected ToDo applies 
when you switch to showing Individual ToDo's


Select a different ToDo from the All Todos list and it will show the 
ToDo's for the person to whom that Todo applies.


I do not think there is any way to show, on screen, all the ToDo's which 
are Individual.


If you click the Print button you can choose to print ToDo's for all 
Individuals, this may be the only way to see all Individual ToDo's.


Brian Kelly

On 23-Apr.-20 4:39 p.m., Jenny M Benson wrote:

On 23/04/2020 20:08, John S. Adams wrote:
I think you may find that Individual To-Do’s applies only to the 
individual you have currently selected on your Family View screen.


No, I'm not talking about selecting To-Do from an Individual's screen. 
I'm talking about selecting To-Do List from the main menu, and then 
selecting to view Individual To-Do's.  It always shows the same one 
person if I select Individual To-Do's, regardless of who I have selected 
at the time.




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Re: [LegacyUG] To-Do List Error?

[Jenny M Benson]

On 23/04/2020 20:08, John S. Adams wrote:
I think you may find that Individual To-Do’s applies only to the 
individual you have currently selected on your Family View screen.


No, I'm not talking about selecting To-Do from an Individual's screen. 
I'm talking about selecting To-Do List from the main menu, and then 
selecting to view Individual To-Do's.  It always shows the same one 
person if I select Individual To-Do's, regardless of who I have selected 
at the time.


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Re: [LegacyUG] To-Do List Error?

[John S. Adams]

I think you may find that Individual To-Do’s applies only to the individual you 
have currently selected on your Family View screen.

Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows 10
John S. Adams
Ventura, CA

From: Jenny M Benson<mailto:ge...@cedarbank.me.uk>
Sent: Thursday, April 23, 2020 9:23 AM
To: Legacy User Group<mailto:legacyusergroup@legacyusers.com>
Subject: [LegacyUG] To-Do List Error?

When I view my To-Do List with All To-Do's selected, it shows that there
are 122 items in the list.  If I select to view General To-Do's it show
that there are 33 items.  If I select Individual To-Do's it shows ONE!

I haven't checked, but 33 General is probably about right as I nearly
always attach To-Dos to Individuals.  It should, then, be showing 84
Individual ones.

Does anyone know if this is
a known bug in Legacy 9?
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[LegacyUG] To-Do List Error?

[Jenny M Benson]

When I view my To-Do List with All To-Do's selected, it shows that there 
are 122 items in the list.  If I select to view General To-Do's it show 
that there are 33 items.  If I select Individual To-Do's it shows ONE!


I haven't checked, but 33 General is probably about right as I nearly 
always attach To-Dos to Individuals.  It should, then, be showing 84 
Individual ones.


Does anyone know if this is
a known bug in Legacy 9?
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Wrexham, UK

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Re: [LegacyUG] To-Do List Categories

[Gene Wheeler]

You're absolutely right, Cathy! I misunderstood Brian's instructions.
Difficult for you, but easy for me!!

Thanks to both of you!

Gene


On Wed, Sep 19, 2018 at 7:48 PM, Cathy Pinner  wrote:

> Gene,
> Read Brian's instructions again. You didn't go to the right place.
> View - Master Lists - To Do Categories then Options button then Import ...
>
> NOT File - Import.
>
> Cathy
>
> Gene Wheeler wrote:
>
>
> It's empty. I don't have an Import link in the Options menu. So I went
> to File/Import but found no option to import to-do categories. Any
> other suggestions? Thanks!
>
> Gene
>
> On Wed, Sep 19, 2018 at 6:24 PM, Brian Kelly  > wrote:
>
> It shouldn't be.
>
> Go to View > Master Lists > To-Do Category
> If that list is empty you have a problem with your installation.
>
> Click Options > Import
> Click on To-Do Category List to put a check mark in the box.
> Click the Import Defaults
> That should repopulate your categories.
>
> Brian Kelly
>
> On 19-Sep-18 6:46 PM, Gene Wheeler wrote:
>
> Sorry, but that's the first place I looked, and that list is
> empty.
>
> Gene
>
> On Wed, Sep 19, 2018 at 5:38 PM, Brian Kelly
> mailto:exma...@gmail.com>
> >> wrote:
>
> If you click on the button with the downward pointing
> arrow beside
> the Category box you will see the list of built-in categories
> included with Legacy.
>
> If you do not like one of those or if you want to add one
> of your
> own you can use the Add button to create your own category.
>
> Brian Kelly
>
> On 19-Sep-18 5:24 PM, Gene Wheeler wrote:
>
> I'm just getting into v.9 and would like to know what
> some typical
> categories one might find useful in the to-do list of
> categories.
> Suggestions would be mush appreciated.
>
> Gene
>
>
>
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Re: [LegacyUG] To-Do List Categories

[Gene Wheeler]

Thanks for the idea, but I do have the Deluxe version.

Gene


On Wed, Sep 19, 2018 at 7:44 PM, Jennie Matheson 
wrote:

> Just a suggestion, but as you said that you are just getting into version
> 9 - have you activated the Deluxe version - perhaps the To-Do Category List
> is only available in the Deluxe version - just thinking outside the box
>
> Jennie
>
> On Thu, Sep 20, 2018 at 10:32 AM Gene Wheeler  wrote:
>
>> It's empty. I don't have an Import link in the Options menu. So I went to
>> File/Import but found no option to import to-do categories. Any other
>> suggestions? Thanks!
>>
>> Gene
>>
>> On Wed, Sep 19, 2018 at 6:24 PM, Brian Kelly  wrote:
>>
>>> It shouldn't be.
>>>
>>> Go to View > Master Lists > To-Do Category
>>> If that list is empty you have a problem with your installation.
>>>
>>> Click Options > Import
>>> Click on To-Do Category List to put a check mark in the box.
>>> Click the Import Defaults
>>> That should repopulate your categories.
>>>
>>> Brian Kelly
>>>
>>> On 19-Sep-18 6:46 PM, Gene Wheeler wrote:
>>>
 Sorry, but that's the first place I looked, and that list is empty.

 Gene

 On Wed, Sep 19, 2018 at 5:38 PM, Brian Kelly >>> > wrote:

 If you click on the button with the downward pointing arrow beside
 the Category box you will see the list of built-in categories
 included with Legacy.

 If you do not like one of those or if you want to add one of your
 own you can use the Add button to create your own category.

 Brian Kelly

 On 19-Sep-18 5:24 PM, Gene Wheeler wrote:

 I'm just getting into v.9 and would like to know what some
 typical
 categories one might find useful in the to-do list of
 categories.
 Suggestions would be mush appreciated.

 Gene



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Re: [LegacyUG] To-Do List Categories

[Cathy Pinner]

Gene,
Read Brian's instructions again. You didn't go to the right place.
View - Master Lists - To Do Categories then Options button then Import ...

NOT File - Import.

Cathy

Gene Wheeler wrote:


It's empty. I don't have an Import link in the Options menu. So I went
to File/Import but found no option to import to-do categories. Any
other suggestions? Thanks!

Gene

On Wed, Sep 19, 2018 at 6:24 PM, Brian Kelly mailto:exma...@gmail.com>> wrote:

    It shouldn't be.

    Go to View > Master Lists > To-Do Category
    If that list is empty you have a problem with your installation.

    Click Options > Import
    Click on To-Do Category List to put a check mark in the box.
    Click the Import Defaults
    That should repopulate your categories.

    Brian Kelly

    On 19-Sep-18 6:46 PM, Gene Wheeler wrote:

    Sorry, but that's the first place I looked, and that list is
    empty.

    Gene

    On Wed, Sep 19, 2018 at 5:38 PM, Brian Kelly
    mailto:exma...@gmail.com>
    >> wrote:

        If you click on the button with the downward pointing
    arrow beside
        the Category box you will see the list of built-in categories
        included with Legacy.

        If you do not like one of those or if you want to add one
    of your
        own you can use the Add button to create your own category.

        Brian Kelly

        On 19-Sep-18 5:24 PM, Gene Wheeler wrote:

            I'm just getting into v.9 and would like to know what
    some typical
            categories one might find useful in the to-do list of
    categories.
            Suggestions would be mush appreciated.

            Gene


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Re: [LegacyUG] To-Do List Categories

[Jennie Matheson]

Just a suggestion, but as you said that you are just getting into version 9
- have you activated the Deluxe version - perhaps the To-Do Category List
is only available in the Deluxe version - just thinking outside the box

Jennie

On Thu, Sep 20, 2018 at 10:32 AM Gene Wheeler  wrote:

> It's empty. I don't have an Import link in the Options menu. So I went to
> File/Import but found no option to import to-do categories. Any other
> suggestions? Thanks!
>
> Gene
>
> On Wed, Sep 19, 2018 at 6:24 PM, Brian Kelly  wrote:
>
>> It shouldn't be.
>>
>> Go to View > Master Lists > To-Do Category
>> If that list is empty you have a problem with your installation.
>>
>> Click Options > Import
>> Click on To-Do Category List to put a check mark in the box.
>> Click the Import Defaults
>> That should repopulate your categories.
>>
>> Brian Kelly
>>
>> On 19-Sep-18 6:46 PM, Gene Wheeler wrote:
>>
>>> Sorry, but that's the first place I looked, and that list is empty.
>>>
>>> Gene
>>>
>>> On Wed, Sep 19, 2018 at 5:38 PM, Brian Kelly >> exma...@gmail.com>> wrote:
>>>
>>> If you click on the button with the downward pointing arrow beside
>>> the Category box you will see the list of built-in categories
>>> included with Legacy.
>>>
>>> If you do not like one of those or if you want to add one of your
>>> own you can use the Add button to create your own category.
>>>
>>> Brian Kelly
>>>
>>> On 19-Sep-18 5:24 PM, Gene Wheeler wrote:
>>>
>>> I'm just getting into v.9 and would like to know what some
>>> typical
>>> categories one might find useful in the to-do list of categories.
>>> Suggestions would be mush appreciated.
>>>
>>> Gene
>>>
>>>
>>>
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Re: [LegacyUG] To-Do List Categories

[Gene Wheeler]

It's empty. I don't have an Import link in the Options menu. So I went to
File/Import but found no option to import to-do categories. Any other
suggestions? Thanks!

Gene

On Wed, Sep 19, 2018 at 6:24 PM, Brian Kelly  wrote:

> It shouldn't be.
>
> Go to View > Master Lists > To-Do Category
> If that list is empty you have a problem with your installation.
>
> Click Options > Import
> Click on To-Do Category List to put a check mark in the box.
> Click the Import Defaults
> That should repopulate your categories.
>
> Brian Kelly
>
> On 19-Sep-18 6:46 PM, Gene Wheeler wrote:
>
>> Sorry, but that's the first place I looked, and that list is empty.
>>
>> Gene
>>
>> On Wed, Sep 19, 2018 at 5:38 PM, Brian Kelly > exma...@gmail.com>> wrote:
>>
>> If you click on the button with the downward pointing arrow beside
>> the Category box you will see the list of built-in categories
>> included with Legacy.
>>
>> If you do not like one of those or if you want to add one of your
>> own you can use the Add button to create your own category.
>>
>> Brian Kelly
>>
>> On 19-Sep-18 5:24 PM, Gene Wheeler wrote:
>>
>> I'm just getting into v.9 and would like to know what some typical
>> categories one might find useful in the to-do list of categories.
>> Suggestions would be mush appreciated.
>>
>> Gene
>>
>>
>>
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Re: [LegacyUG] To-Do List Categories

[Brian Kelly]

It shouldn't be.

Go to View > Master Lists > To-Do Category
If that list is empty you have a problem with your installation.

Click Options > Import
Click on To-Do Category List to put a check mark in the box.
Click the Import Defaults
That should repopulate your categories.

Brian Kelly

On 19-Sep-18 6:46 PM, Gene Wheeler wrote:

Sorry, but that's the first place I looked, and that list is empty.

Gene

On Wed, Sep 19, 2018 at 5:38 PM, Brian Kelly > wrote:


If you click on the button with the downward pointing arrow beside
the Category box you will see the list of built-in categories
included with Legacy.

If you do not like one of those or if you want to add one of your
own you can use the Add button to create your own category.

Brian Kelly

On 19-Sep-18 5:24 PM, Gene Wheeler wrote:

I'm just getting into v.9 and would like to know what some typical
categories one might find useful in the to-do list of categories.
Suggestions would be mush appreciated.

Gene




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Re: [LegacyUG] To-Do List Categories

[Gene Wheeler]

Sorry, but that's the first place I looked, and that list is empty.

Gene

On Wed, Sep 19, 2018 at 5:38 PM, Brian Kelly  wrote:

> If you click on the button with the downward pointing arrow beside the
> Category box you will see the list of built-in categories included with
> Legacy.
>
> If you do not like one of those or if you want to add one of your own you
> can use the Add button to create your own category.
>
> Brian Kelly
>
> On 19-Sep-18 5:24 PM, Gene Wheeler wrote:
>
>> I'm just getting into v.9 and would like to know what some typical
>> categories one might find useful in the to-do list of categories.
>> Suggestions would be mush appreciated.
>>
>> Gene
>>
>
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Re: [LegacyUG] To-Do List Categories

[Brian Kelly]

If you click on the button with the downward pointing arrow beside the 
Category box you will see the list of built-in categories included with 
Legacy.


If you do not like one of those or if you want to add one of your own 
you can use the Add button to create your own category.


Brian Kelly

On 19-Sep-18 5:24 PM, Gene Wheeler wrote:

I'm just getting into v.9 and would like to know what some typical
categories one might find useful in the to-do list of categories.
Suggestions would be mush appreciated.

Gene


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[LegacyUG] To-Do List Categories

[Gene Wheeler]

I'm just getting into v.9 and would like to know what some typical
categories one might find useful in the to-do list of categories.
Suggestions would be mush appreciated.

Gene
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Re: [LegacyUG] To-Do List

[Brian Kelly]

Because when you ask for individual To Do's you only get those for the 
current person. I noticed though, when I followed your steps when I had 
someone selected who had no individual To Dos the display listed the To 
Dos for the person to whom I last added some To Dos.


Brian Kelly

On 10-Nov-17 11:19 AM, Jenny M Benson wrote:
When I open the To-Do list from the menu bar and select All To-Do's the 
title bar shows I have 99 and they are listed.  When I select General 
To-Dos (1) the title bar shows I have 33 and they are listed.  When I 
select Individual To-Dos the title bar shows that I have one, names the 
individual concerned and shows the entry.


On the Filter Options tab I have selected All Categories and All 
Locations and everything on the right-hand side is ticked except Has a 
Reminder Date.


So why don't I see all my Individual To-Dos?  Is this working for 
everyone else or not?


(1) I just noticed that the menu reads All To-Do's, General To-Dos, 
Individual To-Dos!


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[LegacyUG] To-Do List

[Jenny M Benson]

When I open the To-Do list from the menu bar and select All To-Do's the 
title bar shows I have 99 and they are listed.  When I select General 
To-Dos (1) the title bar shows I have 33 and they are listed.  When I 
select Individual To-Dos the title bar shows that I have one, names the 
individual concerned and shows the entry.


On the Filter Options tab I have selected All Categories and All 
Locations and everything on the right-hand side is ticked except Has a 
Reminder Date.


So why don't I see all my Individual To-Dos?  Is this working for 
everyone else or not?


(1) I just noticed that the menu reads All To-Do's, General To-Dos, 
Individual To-Dos!

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Re: [LegacyUG] To-Do List

[Gene Young]

On 2/29/2016 12:03 PM, Arnold Sprague wrote:

 This, too, has been my hard-learned experience when it seems that 
Legacy is locked up.
 Brian is correct that an open Legacy screen is buried somewhere. You 
just have to find a way to expose it, to bring it to the surface. He spent some 
time figuring out how to do it. Thank you.


Minimize all visible windows one at a time until you see what you need.

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Researching Young, Harer, Cox & Sallada
With Legacy Family Tree
http://myyoungs.atspace.com/index.htm

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Re: [LegacyUG] To-Do List

[Robert57P_gmail]

ALT+ESC will also toggle through open windows.  ALT+TAB cycles through 
"primary" windows, ALT+ESC cycles through ALL windows - including child 
windows (pop-up type windows).


On a side note - if a PRIMARY window is off the screen, you can 
SHIFT+RIGHT CLICK on the item in the task bar.  If RESTORE is available, 
click that ( you want it in a window.  You do not want it full-screen 
nor do you want it minimized to the task bar).  Once you've picked 
RESTORE, SHIFT+Right click on it in the task bar item again and select 
MOVE.  Then use your arrow keys to move it from off-screen back to your 
screen.  If you are not sure which arrow key to use (if you are not sure 
if it is off screen to the left or right or up or down), try 
SHIFT+MAXIMIZE and SHIFT+MINIMIZE repeatedly - you can usually see a 
quick graphic of it expanding/shrinking to figure out where it is.  Once 
you know where it is, then do the SHIFT+RIGHT CLICK to restore and 
SHIFT+RIGHT CLICK and move. Unfortunately I don't think this works for a 
"child-window".


Bob

On 02/29/2016 12:26, Brian/Support wrote:
No! I meant exactly what I said. Hitting Alt by itself will sometimes 
pop the currently active window to the front.


Since Legacy's internal screens are not separate programs only the 
Main Legacy screen will appear in the Alt+Tab display of active programs.


Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com

On 29/02/2016 11:55, Hannigan Genealogy wrote:

Linda,

In Brian's reply from Support, I think he meant to use the key
combination of 'Alt + TAB' to display all the active windows in your
operating systems - Windows 8.

You can also 'Right Click' on the Up Arrow in your notification area
(lower right corner where you time is) and select 'Cascade Windows' to
open all windows on your screen.

Hope you find this helpful.

John

On Monday 2 29 2016 12:22 AM, Linda Rogers wrote:

I have Legacy Deluxe 8.0.0.538 installed on my Dell Desktop and on my
Surface Pro 3.  My data and media are stored in OneDrive and I can
access it from both of those 2 computers - just not at the same time.
I have Windows 8 on both computers. Everything works fine on my
desktop.  I am able to open my To-Do List and work with my individual
files.  On my Surface Pro 3, I cannot open my To-Do List. Legacy
freezes up and I usually have to do a forced sign-off.  Any ideas as
to why this happens or what I can do to correct it? Everything else
seems to work fine and my data syncs great between the 2 computers.
Thank you,
Linda Rogers











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Re: [LegacyUG] To-Do List

[Linda Rogers]

Thank you very much for your help and ideas.  I really do appreciate it.
Unfortunately that didn't work.
Cathy Pinner (on Facebook Legacy Group) suggested that I could "try
deleting theToDo.usr and ToDoRpt.usr files from Documents\Legacy Family
Tree\_AppData\usr\ when Legacy is closed and see if that helps. These are
recreated with defaults when you re-start Legacy" and this worked
perfectly.  When I re-opened Legacy on my Surface the To-Do List opened
just fine.

Thanks again everyone,
Linda

On Mon, Feb 29, 2016 at 9:26 AM, Brian/Support 
wrote:

> No! I meant exactly what I said. Hitting Alt by itself will sometimes pop
> the currently active window to the front.
>
> Since Legacy's internal screens are not separate programs only the Main
> Legacy screen will appear in the Alt+Tab display of active programs.
>
> Brian
> Customer Support
> Millennia Corporation
> br...@legacyfamilytree.com
> http://www.LegacyFamilyTree.com
>
> On 29/02/2016 11:55, Hannigan Genealogy wrote:
>
>> Linda,
>>
>> In Brian's reply from Support, I think he meant to use the key
>> combination of 'Alt + TAB' to display all the active windows in your
>> operating systems - Windows 8.
>>
>> You can also 'Right Click' on the Up Arrow in your notification area
>> (lower right corner where you time is) and select 'Cascade Windows' to
>> open all windows on your screen.
>>
>> Hope you find this helpful.
>>
>> John
>>
>> On Monday 2 29 2016 12:22 AM, Linda Rogers wrote:
>>
>>> I have Legacy Deluxe 8.0.0.538 installed on my Dell Desktop and on my
>>> Surface Pro 3.  My data and media are stored in OneDrive and I can
>>> access it from both of those 2 computers - just not at the same time.
>>> I have Windows 8 on both computers. Everything works fine on my
>>> desktop.  I am able to open my To-Do List and work with my individual
>>> files.  On my Surface Pro 3, I cannot open my To-Do List.  Legacy
>>> freezes up and I usually have to do a forced sign-off.  Any ideas as
>>> to why this happens or what I can do to correct it?  Everything else
>>> seems to work fine and my data syncs great between the 2 computers.
>>> Thank you,
>>> Linda Rogers
>>>
>>>
>>>
>>
>>
>>
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Re: [LegacyUG] To-Do List

[Brian/Support]

No! I meant exactly what I said. Hitting Alt by itself will sometimes 
pop the currently active window to the front.


Since Legacy's internal screens are not separate programs only the Main 
Legacy screen will appear in the Alt+Tab display of active programs.


Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com

On 29/02/2016 11:55, Hannigan Genealogy wrote:

Linda,

In Brian's reply from Support, I think he meant to use the key
combination of 'Alt + TAB' to display all the active windows in your
operating systems - Windows 8.

You can also 'Right Click' on the Up Arrow in your notification area
(lower right corner where you time is) and select 'Cascade Windows' to
open all windows on your screen.

Hope you find this helpful.

John

On Monday 2 29 2016 12:22 AM, Linda Rogers wrote:

I have Legacy Deluxe 8.0.0.538 installed on my Dell Desktop and on my
Surface Pro 3.  My data and media are stored in OneDrive and I can
access it from both of those 2 computers - just not at the same time.
I have Windows 8 on both computers. Everything works fine on my
desktop.  I am able to open my To-Do List and work with my individual
files.  On my Surface Pro 3, I cannot open my To-Do List.  Legacy
freezes up and I usually have to do a forced sign-off.  Any ideas as
to why this happens or what I can do to correct it?  Everything else
seems to work fine and my data syncs great between the 2 computers.
Thank you,
Linda Rogers








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Re: [LegacyUG] To-Do List

[Hannigan Genealogy]

Linda,

In Brian's reply from Support, I think he meant to use the key 
combination of 'Alt + TAB' to display all the active windows in your 
operating systems - Windows 8.


You can also 'Right Click' on the Up Arrow in your notification area 
(lower right corner where you time is) and select 'Cascade Windows' to 
open all windows on your screen.


Hope you find this helpful.

John

On Monday 2 29 2016 12:22 AM, Linda Rogers wrote:
I have Legacy Deluxe 8.0.0.538 installed on my Dell Desktop and on my 
Surface Pro 3.  My data and media are stored in OneDrive and I can 
access it from both of those 2 computers - just not at the same time.  
I have Windows 8 on both computers. Everything works fine on my 
desktop.  I am able to open my To-Do List and work with my individual 
files.  On my Surface Pro 3, I cannot open my To-Do List.  Legacy 
freezes up and I usually have to do a forced sign-off.  Any ideas as 
to why this happens or what I can do to correct it?  Everything else 
seems to work fine and my data syncs great between the 2 computers.

Thank you,
Linda Rogers




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Re: [LegacyUG] To-Do List

[Arnold Sprague]

This, too, has been my hard-learned experience when it seems 
that Legacy is locked up.
Brian is correct that an open Legacy screen is buried 
somewhere. You just have to find a way to expose it, to bring it to 
the surface. He spent some time figuring out how to do it. Thank you.



At 05:15 AM 2/29/2016, you wrote:
When Legacy appears to lock up and a function is not visible it may 
be that the screen for that feature is hidden behind another window.


Here are two tricks to make the window visible. It requires a 
keyboard and I do not have a Surface Pro3 so I cannot test this with 
any onscreen keyboard or add-on keyboard.


If you tap the Alt key that will frequently bring the current active 
window to the foreground and make it visible.


Another trick, in case the hidden window is not in the visible area 
of your display, is to use hold down Alt and tap the spacebar. That 
key combination brings up a windows menu for the active window. If 
the window is not visible the menu will appear off to the edge of 
the display closest to the window.
Choose move from the menu then you can  use the cursor keys to move 
the menu location towards the centre of the display (if the menu 
was  on the top edge use the down arrow for example). When you have 
the window positioned on screen hit enter to exit the move option.


Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com

On 29/02/2016 00:22, Linda Rogers wrote:

I have Legacy Deluxe 8.0.0.538 installed on my Dell Desktop and on my
Surface Pro 3.  My data and media are stored in OneDrive and I can
access it from both of those 2 computers - just not at the same time.  I
have Windows 8 on both computers.  Everything works fine on my desktop.
I am able to open my To-Do List and work with my individual files.  On
my Surface Pro 3, I cannot open my To-Do List.  Legacy freezes up and I
usually have to do a forced sign-off.  Any ideas as to why this happens
or what I can do to correct it?  Everything else seems to work fine and
my data syncs great between the 2 computers.
Thank you,
Linda Rogers



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Re: [LegacyUG] To-Do List

[Brian/Support]

When Legacy appears to lock up and a function is not visible it may be 
that the screen for that feature is hidden behind another window.


Here are two tricks to make the window visible. It requires a keyboard 
and I do not have a Surface Pro3 so I cannot test this with any onscreen 
keyboard or add-on keyboard.


If you tap the Alt key that will frequently bring the current active 
window to the foreground and make it visible.


Another trick, in case the hidden window is not in the visible area of 
your display, is to use hold down Alt and tap the spacebar. That key 
combination brings up a windows menu for the active window. If the 
window is not visible the menu will appear off to the edge of the 
display closest to the window.
Choose move from the menu then you can  use the cursor keys to move the 
menu location towards the centre of the display (if the menu was  on the 
top edge use the down arrow for example). When you have the window 
positioned on screen hit enter to exit the move option.


Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com

On 29/02/2016 00:22, Linda Rogers wrote:

I have Legacy Deluxe 8.0.0.538 installed on my Dell Desktop and on my
Surface Pro 3.  My data and media are stored in OneDrive and I can
access it from both of those 2 computers - just not at the same time.  I
have Windows 8 on both computers.  Everything works fine on my desktop.
I am able to open my To-Do List and work with my individual files.  On
my Surface Pro 3, I cannot open my To-Do List.  Legacy freezes up and I
usually have to do a forced sign-off.  Any ideas as to why this happens
or what I can do to correct it?  Everything else seems to work fine and
my data syncs great between the 2 computers.
Thank you,
Linda Rogers




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[LegacyUG] To-Do List

[Linda Rogers]

I have Legacy Deluxe 8.0.0.538 installed on my Dell Desktop and on my
Surface Pro 3.  My data and media are stored in OneDrive and I can access
it from both of those 2 computers - just not at the same time.  I have
Windows 8 on both computers.  Everything works fine on my desktop.  I am
able to open my To-Do List and work with my individual files.  On my
Surface Pro 3, I cannot open my To-Do List.  Legacy freezes up and I
usually have to do a forced sign-off.  Any ideas as to why this happens or
what I can do to correct it?  Everything else seems to work fine and my
data syncs great between the 2 computers.
Thank you,
Linda Rogers
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Re: [LegacyUG] To Do List Images

[Rick Bowden]

All the media/picture galleries work in the same way , there is no specific
Repository media.
That applies to galleries for Individuals , Events , Sources , Repositories
or Locations. When you attach media you can chose to have Legacy handle the
file by adding it as a Picture. But there are restrictions , a 'Picture'
can only be a graphic image file and even then , not a .gif and I think
there restrictions on some forms of .tif images , and always a
reccomendation that the file is not very large. The size matters because
Legacy opens the file and reads it into temporary storage in order to
create a thumbnail for the icon which it puts in the media frame. It does
this dynamically each time you enter the media gallery and many large
images create an enormous processing overhead.
For other files , .txt , .doc , .pdf , .url , .mpg , .wav , .mp3 and any
others you can think of, Legacy will not handle , but you can attach them
as Sound , Video or Document files as Legacy simply passes the control to
Windows and , in turn , Windows passes control to the default application
which you have set for the particular file extension. The only real
difference among Sound , Video and Document is that a different static icon
is assigned to the media gallery frame , symbolising a microphone , film
reel or document page but essentially Legacy doesn't care. Before , I think
it was version 6 , there was no Document category and I used to attach PDF
files as Sounds files, it still invoke Adobe Acrobat reader to display the
file.
You can also attach those large .bmp , .jpg , .tif , .gif files as a
Document and have your default image display application display them
rather than Legacy.
With version 8 of Legacy there is now an option to add a website address
which means I no longer have to create .url files in order to have web
addresses in my media galleries.
I make extensive use of the ToDo list system and the associated
repositories to organise my research files as it allows me to keep all the
files in a single folder but have them accessible from the individuals in
my Legacy database in just a couple of clicks. It also works for general
information files , like keeping a reference table of the dates on which a
census was taken in different decades. Making use of ToDo list categories ,
such as Information , or creating your own such as Research notes allows
you to Apply the Filter option and get appropriate lists of the items.
I think it would be worth your while persevering with the ToDo list and
repository use because it is very flexible giving you a lot of options for
organising your external files while keeping track of them using Legacy.


Rick



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Re: [LegacyUG] To Do List Images

[Jenny M Benson]

On 05/02/2014 05:37, Kathy Thompson wrote:
 That one appears to only work for Repository media - it wont let me
 attach anything there

You need to select or add a Repository first.  Then you can attach media
in the usual way.

--
Jenny M Benson



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Re: [LegacyUG] To Do List Images

[Brian/Support]

The To Do itself does not have a place to link Media.

The only two options would be to use the Source Icon to add the image as
a source and link the image to that source or to link the image to the
repository (after you have selected a repository for that image).

Personally I think I would use the source option. The image linked to
the repository would show up when you are viewing all the sources from
that repository. The source for the To Do will be unique to that To Do.

Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com


On 04 Feb 2014 11:27 PM, Kathy Thompson wrote:
 Does anyone know how to attach an image to a to-do item?

 I have an image that needs investigating as to how  where it fits in to
 the family, as such I need to have a General To Do item for the image
 and to record the findings.
 I want to include the image in the ToDo items so I don't have to keep on
 looking for it each time I go to do another search foe something, but I
 can't see how to attach an image to a ToDo item.

 Suggestions please?



Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages after Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyusers.com/
Archived messages from old mail server - before Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
Online technical support: http://www.LegacyFamilyTree.com/Help.asp
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blog (http://news.LegacyFamilyTree.com).
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RE: [LegacyUG] To Do List Images

[Bob Austen]

Great lesson Rick.

Thanks,

Bob



From: Rick Bowden [mailto:rixxem...@gmail.com]
Sent: Wednesday, February 05, 2014 2:23 AM
To: legacyusergroup@LegacyUsers.com
Subject: Re: [LegacyUG] To Do List  Images



All the media/picture galleries work in the same way , there is no specific 
Repository media.

That applies to galleries for Individuals , Events , Sources , Repositories or 
Locations. When you attach media you can chose to have Legacy handle the file 
by adding it as a Picture. But there are restrictions , a 'Picture' can only be 
a graphic image file and even then , not a .gif and I think there restrictions 
on some forms of .tif images , and always a reccomendation that the file is not 
very large. The size matters because Legacy opens the file and reads it into 
temporary storage in order to create a thumbnail for the icon which it puts in 
the media frame. It does this dynamically each time you enter the media gallery 
and many large images create an enormous processing overhead.

For other files , .txt , .doc , .pdf , .url , .mpg , .wav , .mp3 and any others 
you can think of, Legacy will not handle , but you can attach them as Sound , 
Video or Document files as Legacy simply passes the control to Windows and , in 
turn , Windows passes control to the default application which you have set for 
the particular file extension. The only real difference among Sound , Video and 
Document is that a different static icon is assigned to the media gallery frame 
, symbolising a microphone , film reel or document page but essentially Legacy 
doesn't care. Before , I think it was version 6 , there was no Document 
category and I used to attach PDF files as Sounds files, it still invoke Adobe 
Acrobat reader to display the file.

You can also attach those large .bmp , .jpg , .tif , .gif files as a Document 
and have your default image display application display them rather than Legacy.

With version 8 of Legacy there is now an option to add a website address which 
means I no longer have to create .url files in order to have web addresses in 
my media galleries.

I make extensive use of the ToDo list system and the associated repositories to 
organise my research files as it allows me to keep all the files in a single 
folder but have them accessible from the individuals in my Legacy database in 
just a couple of clicks. It also works for general information files , like 
keeping a reference table of the dates on which a census was taken in different 
decades. Making use of ToDo list categories , such as Information , or creating 
your own such as Research notes allows you to Apply the Filter option and get 
appropriate lists of the items.

I think it would be worth your while persevering with the ToDo list and 
repository use because it is very flexible giving you a lot of options for 
organising your external files while keeping track of them using Legacy.



Rick








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http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages after Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyusers.com/
Archived messages from old mail server - before Nov. 21 2009:
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Re: [LegacyUG] To Do List Images

[Kathy Thompson]

Thanks Brian - attaching via the source sounds the most logical way to do
it.


On 5 February 2014 23:27, Brian/Support br...@legacyfamilytree.com wrote:

 The To Do itself does not have a place to link Media.

 The only two options would be to use the Source Icon to add the image as
 a source and link the image to that source or to link the image to the
 repository (after you have selected a repository for that image).

 Personally I think I would use the source option. The image linked to
 the repository would show up when you are viewing all the sources from
 that repository. The source for the To Do will be unique to that To Do.

 Brian
 Customer Support
 Millennia Corporation
 br...@legacyfamilytree.com
 http://www.LegacyFamilyTree.com


 On 04 Feb 2014 11:27 PM, Kathy Thompson wrote:
  Does anyone know how to attach an image to a to-do item?
 
  I have an image that needs investigating as to how  where it fits in to
  the family, as such I need to have a General To Do item for the image
  and to record the findings.
  I want to include the image in the ToDo items so I don't have to keep on
  looking for it each time I go to do another search foe something, but I
  can't see how to attach an image to a ToDo item.
 
  Suggestions please?



 Legacy User Group guidelines:
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 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
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 on our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp






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[LegacyUG] To Do List Images

[Kathy Thompson]

Does anyone know how to attach an image to a to-do item?

I have an image that needs investigating as to how  where it fits in to
the family, as such I need to have a General To Do item for the image and
to record the findings.
I want to include the image in the ToDo items so I don't have to keep on
looking for it each time I go to do another search foe something, but I
can't see how to attach an image to a ToDo item.

Suggestions please?



Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages after Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyusers.com/
Archived messages from old mail server - before Nov. 21 2009:
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RE: [LegacyUG] To Do List Images

[John S. Adams]

You could use the document as source and attach the document using the media 
tab.  Then attach the source to the To Do item.

John S. AdamsVentura, CA

Date: Wed, 5 Feb 2014 14:27:46 +1000
Subject: [LegacyUG] To Do List  Images
From: kmthoms...@gmail.com
To: legacyusergroup@LegacyUsers.com

Does anyone know how to attach an image to a to-do item?


I have an image that needs investigating as to how  where it fits in to the 
family, as such I need to have a General To Do item for the image and to 
record the findings.

I want to include the image in the ToDo items so I don't have to keep on 
looking for it each time I go to do another search foe something, but I can't 
see how to attach an image to a ToDo item.


Suggestions please?




Legacy User Group guidelines:
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http://www.mail-archive.com/legacyusergroup@legacyusers.com/
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blog (http://news.LegacyFamilyTree.com).
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Re: [LegacyUG] To Do List Images

[Kathy Thompson]

That one appears to only work for Repository media - it wont let me attach
anything there


On 5 February 2014 14:50, Bob Austen rgaus...@telus.net wrote:

 Kathy,



 When you open the To-Do List for a person there are several tabs , two
 thirds the way down, one being Repository -  Under that is 'Add Media' -
 will that do what you are wanting?



 Bob A

 *From:* Kathy Thompson [mailto:kmthoms...@gmail.com]
 *Sent:* Tuesday, February 04, 2014 8:28 PM
 *To:* legacyusergroup@LegacyUsers.com

 *Subject:* [LegacyUG] To Do List  Images



 Does anyone know how to attach an image to a to-do item?

 I have an image that needs investigating as to how  where it fits in to
 the family, as such I need to have a General To Do item for the image and
 to record the findings.

 I want to include the image in the ToDo items so I don't have to keep on
 looking for it each time I go to do another search foe something, but I
 can't see how to attach an image to a ToDo item.

 Suggestions please?





 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
 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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[LegacyUG] To Do list for a certain cemetery

[Gary Boughton]

Hi,

I have each cemetery setup as a Master Source.  I would like add a To-Do
for each individual that I need a gravestone photo for in a particular
cemetery.  What is the best way to set this up??

Ultimately it would be nice to plan a trip to include all the cemeteries
that have individuals I would like to photograph.  Any Ideas?



Thanks so  much for any ideas,

Gary Boughton



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Re: [LegacyUG] To Do list for a certain cemetery

[Jay 1FamilyTree]

Gary,

I would just add an event called tombstone to each person
Put the cemetery name in the location field
Put Missing in the description field

Then just do a search for that event name and location and create a printed
report.
(Remember to add the spouses name as one of the items in your report so
that you can see that when you print your list because cemetery stones
rarely have maiden names. )


After you have taken the photos, you can attach the pic to that event and
remove the Missing text from the description field and
you have saved keystrokes for both adding the photo and removing the 'to-do

But I am sure you will get several suggestions, one hopefully will work
best for you.

Jay








On Fri, Jul 19, 2013 at 2:27 AM, Gary Boughton bbf...@gmail.com wrote:

 Hi,

 I have each cemetery setup as a Master Source.  I would like add a To-Do
 for each individual that I need a gravestone photo for in a particular
 cemetery.  What is the best way to set this up??

 Ultimately it would be nice to plan a trip to include all the cemeteries
 that have individuals I would like to photograph.  Any Ideas?



 Thanks so  much for any ideas,

 Gary Boughton


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Re: [LegacyUG] to-do list question

[Cathy-0]

Michele,

When you open the To Do List window for a person, look over to the right and 
under the “Help” button where you should see three icons.  Roll your mouse over 
each to see what each icon does.  You can copy a complete To Do item to the 
Clipboard and then merely paste it onto the To Do Lists for your remaining two 
people.

If you had more than 2 people, you could instead add just one General To Do 
item.

It’s your choice.

Cathy-0

From: Michele Lewis
Sent: Thursday, February 07, 2013 8:34 AM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] to-do list question
Is there a way to attach a to-do to more than one person at one time without 
having to copy and paste?  For example, someone is going to the FHL to pull a 
film for me.  She will be looking for land records for THREE people on that 
same film.



Michele



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Re: [LegacyUG] To-do list - when searching for a surname

[Brian/Support]

Legacy has General To Do items that do not have to be linked to any
particular person. This would probably be the best type for a To Do that
is for a surname.

The easiest way to add a General To Do is to View  To Do List, the Add
button there will ask if you want a General To Do or one linked to the
current person. Clicking Add when viewing a person's To Do list
automatically adds a To Do linked to that person. You can change the
display on the individual's To Do list to General (the box in the upper
right) and then the Add will ask which you want.

Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com
--

On 07-Jan-13 02:01, Emily Moore wrote:
 If I check a book for a particular surname, find the surname, but do not find 
 any relatives with that surname, should I enter that in the to-do list for 
 every person with that surname (that would be time-consuming) or perhaps just 
 the direct-line ancestors or perhaps just one direct-line ancestor?

 Emily



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[LegacyUG] To Do List - How do I sort by category?

[Pat Hickin]

From Legacy Help:  In the *To-Do Item* window  Where IS   the *To-Do
Item* window?

And once I find it, is how sort by category obvious??

Thanks,
Pat



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Re: [LegacyUG] To Do List - How do I sort by category?

[unique64 Riley]

You can reach the To Do List window 3 different ways.

1. Click on the word View at the top of the screen and choose, View To Do 
List. This will give you all the To Do's.

2.  Click on the To Do picture icon in the Toolbar at the top of the screen. 
This will also give you all the To Do's.

3.  Click on the To Do icon under either the husband or wife in the center of 
the screen.  This will show you that person's To-Do items, if any.  But you can 
also use the drop down arrow at the top right to re-categorize the list to All 
To Do's.

Sorting by category is achieved by using the different options at the bottom of 
the screen.  After you have selected which filters you want, be sure to click 
the button, Apply Filter on the bottom right.

Hope this helps.

Monique
  - Original Message -
  From: Pat Hickinmailto:pph...@gmail.com
  To: LegacyUserGroup@LegacyUsers.commailto:LegacyUserGroup@LegacyUsers.com
  Sent: Wednesday, October 17, 2012 5:26 PM
  Subject: [LegacyUG] To Do List - How do I sort by category?


  From Legacy Help:  In the To-Do Item window  Where IS   the To-Do Item 
window?


  And once I find it, is how sort by category obvious??


  Thanks,
  Pat


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Re: [LegacyUG] To Do list - instructions

[Brian/Support]

Kathy,

There is a section on the To Do List in the Legacy for Beginners CD. You
can view that for free on our web site. Please Visit our Home page
www.LegacyFamilyTree.com and click on the Training Menu item then select
View Training Videos

Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com

We are changing the world of genealogy!
When replying to this message, please include all previous correspondence.
Thanks.

On 14/04/2012 5:59 PM, Kathy Meyer wrote:
 Is the 'to do' list covered in the Legacy training CDs?  Or is it just
 mentioned by Geoff in one of the webinars?




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Re: [LegacyUG] To Do List Help

[Cathy-0]

You can set a To Do List item as either General or linked to a specific 
individual.  It's your choice.
  - Original Message -
  From: aubur...@aol.com
  To: LegacyUserGroup@LegacyUsers.com
  Sent: Saturday, February 25, 2012 4:16 PM
  Subject: [LegacyUG] To Do List Help


  Hey, all. I'm still relatively new at this, and I'm trying to come up with a 
really good checklist system for each person on my tree, so at a glance, I can 
tell what major info I have and am lacking. I'm thinking the To Do List might 
be the way to do this. Can I come up with standard to do items to populate the 
to do list, or do I have to go through each of them separately?




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Re: [LegacyUG] To Do List Help

[Paula Ryburn]

Jenny was kind enough to send me hers and I modified it to suit my needs.
HOWEVER, I would like to one day soon investigate the Research Guidance Tab -
I've heard it will generate appropriate to-do items for an Individual.
 --Paula in Texas
Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman
Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field
Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes Hurdle
Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts Roche Ryburn
Sanford Short Singer Sullivan Weller Williams






From: Jenny M Benson ge...@cedarbank.me.uk
To: LegacyUserGroup@LegacyUsers.com
Sent: Sat, February 25, 2012 5:22:46 PM
Subject: Re: [LegacyUG] To Do List Help

On 25/02/2012 21:16, aubur...@aol.com wrote:
 Hey, all. I'm still relatively new at this, and I'm trying to come up
 with a really good checklist system for each person on my tree, so at a
 glance, I can tell what major info I have and am lacking.

I do this by means of a spreadsheet.  I have everyone listed and columns
for Birth, Baptism, Marriages, Death, Burial and Censuses.  I just check
the appropriate boxes as I enter the information.

--
Jenny M Benson


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[LegacyUG] To Do List Help

[Auburn84]

Hey, all. I'm still relatively new at this, and I'm trying to come up with 
a really good checklist system for each person on my tree, so at a glance,
I can  tell what major info I have and am lacking. I'm thinking the To Do
List might be  the way to do this. Can I come up with standard to do items to
populate the to  do list, or do I have to go through each of them
separately?


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Re: [LegacyUG] To Do List Help

[Jenny M Benson]

On 25/02/2012 21:16, aubur...@aol.com wrote:
 Hey, all. I'm still relatively new at this, and I'm trying to come up
 with a really good checklist system for each person on my tree, so at a
 glance, I can tell what major info I have and am lacking.

I do this by means of a spreadsheet.  I have everyone listed and columns
for Birth, Baptism, Marriages, Death, Burial and Censuses.  I just check
the appropriate boxes as I enter the information.

--
Jenny M Benson



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Re: [LegacyUG] To Do List Help

[RICHARD SCHULTHIES]

I have a set of ToDos for census searches including the soon to be available 
1940 US. Because my Scandiavians have confirmation class about age 16, I have a 
ToDo list for that. Also future British censuses as they open up. Anything that 
most everyone gets is a good To Do category. Draft boards and High School Grad 
/apprentice finishing.Good luck on finding the info.Rich in LA CA

--- On Sat, 2/25/12, aubur...@aol.com aubur...@aol.com wrote:

From: aubur...@aol.com aubur...@aol.com
Subject: [LegacyUG] To Do List Help
To: LegacyUserGroup@LegacyUsers.com
Date: Saturday, February 25, 2012, 1:16 PM






Hey, all. I'm still relatively new at this, and I'm trying to come up with
a really good checklist system for each person on my tree, so at a glance, I can
tell what major info I have and am lacking. I'm thinking the To Do List might be
the way to do this. Can I come up with standard to do items to populate the to
do list, or do I have to go through each of them
separately?


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http://www.LegacyFamilyTree.com/Etiquette.asp
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[LegacyUG] To-Do List, research logs, and research questions

[Jean Suplick]

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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Re: [LegacyUG] To-Do List, research logs, and research questions

[Connie Sheets]

Jean,

I think the To Do feature can serve both purposes you outline.  The To Do 
reporting capabilities are incredibly flexible if you make use of features like 
adding categories, filtering, etc. I have categories for things like Court, 
Probate, Manuscripts, etc., but I don't necessarily limit a To Do item to one 
specific source. You could have a category called Research Questions if you 
wanted to set it up that way. It took a lot of practice and playing around with 
the features to figure it out, but once I did, I don't find printing out a 
Research Plan to take with me on a trip or printing a Research Log afterward 
cumbersome at all.  Your research log won't look like a traditional research 
log, but it can easily contain all the necessary elements. 

I do create sources, but I cut and paste them into the Description field of the 
To Do item.  I got in the habit of doing that when there was a bug that didn't 
print the sources with a To Do report.  I like being able to see the source 
right there, before the results, and not attached as endnotes.  If I'm able to 
create source citations from a card catalog before the trip, so much the 
better:  then all I have to do is type in the Results when I'm at the 
repository (or make handwritten notes on a printout if for some reason I 
want/need to).

This is difficult to explain in writing, so I'll take the liberty of sending 
you some sample reports offline so you can get an idea of how I use the 
feature.  I've written about it before on this list at:

http://www.mail-archive.com/legacyusergroup@legacyusers.com/msg10091.html

Hope this helps a bit!

Connie

--- On Wed, 8/17/11, Jean Suplick jean.supl...@gmail.com wrote:

 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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[LegacyUG] TO DO List

[kjfickett]

Hi

Is there anyway to color the list(Like to tree is Men blue/women red)


Phyllis








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Re: [LegacyUG] TO DO List

[Brian/Support]

There is an option to shade the boxes in the report but there is no
option to apply colours to those shaded boxes based on the gender or the
ancestor lines.

Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com

We are changing the world of genealogy!
When replying to this message, please include all previous correspondence.
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On 23/05/2011 3:28 PM, kjfick...@aol.com wrote:
 Hi

 Is there anyway to color the list(Like to tree is Men blue/women red)


 Phyllis


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Re: [LegacyUG] TO DO List

[Robert E. Carneal]

I do that, but I used eight colors.  What I do is save the list in
text, and import it to Excel, and color the cells to indicate which
one is related to which of my great-grandparents. I can't supply a
graphic example here, but I will try a text example. My list might
look like this:
RED ORANGE 1995-07-20 Photo James's headstone
BLUE BLUE 1994-09-20 Kathy's War presentation, Nashville, TN
GREEN BLACK 2009-07-22 Search for cemetery of the sister of
Joshua. Wear snake protection!!

And so on. The first box tells me which great-grandparent the person
is related to, and the second box is my code of how 'urgent' this
is. Takes some getting used to, but works well for me. During a family
reunion, the color will tell me right away the questions I want to
explore.

Thank you.

Robert

On Mon, May 23, 2011 at 2:28 PM, kjfick...@aol.com wrote:

 Hi

 Is there anyway to color the list(Like to tree is Men blue/women red)


 Phyllis


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Re: [LegacyUG] to-do list

[Dennis M . Kowallek]

On Wed, 17 Mar 2010 22:09:31 -0400, Jane Sarles
sarlesinsi...@gmail.com wrote:

I went to To Do list on View and added them there.  I checked every
filter I could find.

You also need to make sure the Filter Options are set correctly on the
tab on the To-Do Report window.

If, after checking the report's Filter Options, you still don't see the
General To-Do's, I would advise closing Legacy, deleting ToDoRpt.usr,
and restarting Legacy. Then try the To-Do Report (after inspecting the
Filter Options tab ON THE REPORT WINDOW).

If this doesn't work, you can send me a small sample database (OFF LIST)
which exhibits the problem and I will take a look at it.

--

Dennis Kowallek (LTools)
http://zippersoftware.com/ltools
http://groups.yahoo.com/group/ltools



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Re: [LegacyUG] to-do list

[Dennis M . Kowallek]

Did you try deleting ToDoRpt.usr like I suggested?

On Thu, 18 Mar 2010 09:23:25 -0400, Jane Sarles
sarlesinsi...@gmail.com wrote:

I find that any To Do I originated prior to this month will come up on
preview.  Any To Do that I have made this month will not.  I upgraded
to the latest version with the month.  I think it must be related to
that.

Jane

On Thu, Mar 18, 2010 at 9:08 AM, Jane Sarles sarlesinsi...@gmail.com wrote:
 I have checked the filter options 10 times.  They all look OK to me.
 I would take a screen shot and send it, but I think attachments aren't
 allowed on the list.  I'm sorry, but i must plead ignorance regarding
 sending a small database - not sure what you mean.  I could send a
 screen shot (I think) of the filter set up, but don't have your email.

 I have 3 items on my General list of to dos.  The one that i added
 last year is still on there, and shows up when I do a report.  The 2
 that I added this week, do not show up on Preview when I try to
 print them.

 For all the trouble I  am having, it is probably easier to jot the to
 dos down in pencil in my notebook and forget it.

 Jane Sarles


 On Thu, Mar 18, 2010 at 7:14 AM, Dennis M. Kowallek kowal...@iglou.com 
 wrote:
 On Wed, 17 Mar 2010 22:09:31 -0400, Jane Sarles
 sarlesinsi...@gmail.com wrote:

I went to To Do list on View and added them there.  I checked every
filter I could find.

 You also need to make sure the Filter Options are set correctly on the
 tab on the To-Do Report window.

 If, after checking the report's Filter Options, you still don't see the
 General To-Do's, I would advise closing Legacy, deleting ToDoRpt.usr,
 and restarting Legacy. Then try the To-Do Report (after inspecting the
 Filter Options tab ON THE REPORT WINDOW).

 If this doesn't work, you can send me a small sample database (OFF LIST)
 which exhibits the problem and I will take a look at it.

 --

 Dennis Kowallek (LTools)
 http://zippersoftware.com/ltools
 http://groups.yahoo.com/group/ltools



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   http://www.LegacyFamilyTree.com/Etiquette.asp

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Re: [LegacyUG] to-do list

[Connie Sheets]

To print a To-Do list of General To-Do items (these instructions assume you did 
not assign a category or locality when you created the item):

From the Reports Menu:

All ReportsTo Do Items

On the Record Selection Tab:  General Tasks Not Tied to An Individual

What To Include Tab:  Ensure at least some items under Report Body are checked 
(for test purposes, I would check them all).

Filter Option Tab:  This Category (make sure it is blank)

Filter Option Tab:  This Locality  (make sure it is blank)

Status:  Leave all checked except Has a Reminder Date

Click Preview.

If you get a blank page, back out of the report completely, then try again.  If 
for some reason, it still doesn't work, then you may have assigned a category 
or locality when you created the to-do item.  In that case:

From the Reports Menu:

All ReportsTo Do Items

On the Record Selection Tab:  General Tasks Not Tied to An Individual

What To Include Tab:  Ensure at least some items under Report Body are checked 
(for test purposes, I would check them all).

Filter Option Tab:  All Categories

Filter Option Tab:  All Localities

Status:  Leave all checked except Has a Reminder Date

Click Preview.

If that doesn't work, then I cannot replicate the problem.  [I can replicate it 
only if I ask for Open items when all have been Closed (or vice versa), or a 
specific locality when the items are tied to no locality or a different 
locality, etc.].

The To-Dos are one of the best features of Legacy, IMO, so I hope those who are 
having difficulty will figure it out.  As I mentioned before, I do have a 
frequent problem with blank pages, but it is because I forget to change the 
Record Selection, What to Include, and/or Filter Options tabs appropriate to 
the type of report I want, not because of a problem with Legacy.

Connie







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Re: [LegacyUG] to-do list

[Jane Sarles]

I find that any To Do I originated prior to this month will come up on
preview.  Any To Do that I have made this month will not.  I upgraded
to the latest version with the month.  I think it must be related to
that.

Jane

On Thu, Mar 18, 2010 at 9:08 AM, Jane Sarles sarlesinsi...@gmail.com wrote:
 I have checked the filter options 10 times.  They all look OK to me.
 I would take a screen shot and send it, but I think attachments aren't
 allowed on the list.  I'm sorry, but i must plead ignorance regarding
 sending a small database - not sure what you mean.  I could send a
 screen shot (I think) of the filter set up, but don't have your email.

 I have 3 items on my General list of to dos.  The one that i added
 last year is still on there, and shows up when I do a report.  The 2
 that I added this week, do not show up on Preview when I try to
 print them.

 For all the trouble I  am having, it is probably easier to jot the to
 dos down in pencil in my notebook and forget it.

 Jane Sarles


 On Thu, Mar 18, 2010 at 7:14 AM, Dennis M. Kowallek kowal...@iglou.com 
 wrote:
 On Wed, 17 Mar 2010 22:09:31 -0400, Jane Sarles
 sarlesinsi...@gmail.com wrote:

I went to To Do list on View and added them there.  I checked every
filter I could find.

 You also need to make sure the Filter Options are set correctly on the
 tab on the To-Do Report window.

 If, after checking the report's Filter Options, you still don't see the
 General To-Do's, I would advise closing Legacy, deleting ToDoRpt.usr,
 and restarting Legacy. Then try the To-Do Report (after inspecting the
 Filter Options tab ON THE REPORT WINDOW).

 If this doesn't work, you can send me a small sample database (OFF LIST)
 which exhibits the problem and I will take a look at it.

 --

 Dennis Kowallek (LTools)
 http://zippersoftware.com/ltools
 http://groups.yahoo.com/group/ltools



 Legacy User Group guidelines:

   http://www.LegacyFamilyTree.com/Etiquette.asp

 Archived messages after Nov. 21 2009:

   http://www.mail-archive.com/legacyusergroup@legacyusers.com/

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 Online technical support: http://www.LegacyFamilyTree.com/Help.asp

 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp








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[LegacyUG] to-do list

[Jane Sarles]

I am trying to generate a General item for the To Do list.  I want
to do the same thing for 5 different members of a family, search for
their deaths.  I want to do it as one item.  However, I cannot find a
place to catagorize it as General.  If I give it a blank in the
Category space, it doesn't show when I click print after chossing
General tasks not tied to any specific person.  All I get is a blank
in the preview.

Jane Sarles



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Re: [LegacyUG] to-do list

[Dennis M . Kowallek]

On Wed, 17 Mar 2010 17:14:52 -0400, Jane Sarles
sarlesinsi...@gmail.com wrote:

I am trying to generate a General item for the To Do list.  I want
to do the same thing for 5 different members of a family, search for
their deaths.  I want to do it as one item.  However, I cannot find a
place to catagorize it as General.  If I give it a blank in the
Category space, it doesn't show when I click print after chossing
General tasks not tied to any specific person.  All I get is a blank
in the preview.

View|To-Do List

The default (see drop-down just to the left of the Close button) is to
add a General To-Do.

--

Dennis Kowallek (LTools)
http://zippersoftware.com/ltools
http://groups.yahoo.com/group/ltools



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Re: [LegacyUG] to-do list

[Jane Sarles]

When I open the To Do there are two general to dos there.  But
when I do a report of To Dos, with the General Tasks not tied to any
individual the report preview is blank.

Jane

On Wed, Mar 17, 2010 at 6:09 PM, Dennis M. Kowallek kowal...@iglou.com wrote:
 On Wed, 17 Mar 2010 17:14:52 -0400, Jane Sarles
 sarlesinsi...@gmail.com wrote:

I am trying to generate a General item for the To Do list.  I want
to do the same thing for 5 different members of a family, search for
their deaths.  I want to do it as one item.  However, I cannot find a
place to catagorize it as General.  If I give it a blank in the
Category space, it doesn't show when I click print after chossing
General tasks not tied to any specific person.  All I get is a blank
in the preview.

 View|To-Do List

 The default (see drop-down just to the left of the Close button) is to
 add a General To-Do.

 --

 Dennis Kowallek (LTools)
 http://zippersoftware.com/ltools
 http://groups.yahoo.com/group/ltools



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   http://www.LegacyFamilyTree.com/Etiquette.asp

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Re: [LegacyUG] to-do list

[James Cook]

Sounds to me there are two different things being talked about here.
1) A custom General ToDo category.  This could be attached to an
individual however.  Then there are the todo's that have been added
via the Tools menu (I think) that are not attached to any individual.

Given that, if one were to attach a General todo to an individual,
then tell the report options to only show todo's that are
unaffiliated, you would get an empty list.



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Re: [LegacyUG] to-do list

[Connie Sheets]

I don't ordinarily use General To-Dos, but in light of this thread, I gave it a 
try.  For some reason, when I first tried to print a report, I got a blank 
(even though I had the correct filters set).  When I tried it a 2nd, 3rd, etc. 
time it worked fine and I have been unable to duplicate the problem.  (I am 
using the most recent Legacy build:  7.4.0.21).

Try backing out of reports or print, then setting your filters again and 
re-preview.

BTW, in all modes (whether Individual or General), the print feature for To Do 
has a bad habit of counter-intuitively resetting itself to default localities 
and categories that will often yield blank pages.  You have to check the filter 
options each and every time you want to print.

Connie

--- On Thu, 3/18/10, Marilyn Clark mari...@skpfreethinkers.com wrote:

 From: Marilyn Clark mari...@skpfreethinkers.com
 Subject: Re: [LegacyUG] to-do list
 To: LegacyUserGroup@LegacyUsers.com
 Date: Thursday, March 18, 2010, 12:27 AM
 I just started entering General
 to-do's  and tried the To-go report as
 mentioned below. I get the same results: nothing!

 Marilyn
 - Original Message -
 From: Jane Sarles sarlesinsi...@gmail.com
 To: LegacyUserGroup@LegacyUsers.com
 Sent: Wednesday, March 17, 2010 3:25 PM
 Subject: Re: [LegacyUG] to-do list


 When I open the To Do there are two general to dos
 there.  But
 when I do a report of To Dos, with the General Tasks not
 tied to any
 individual the report preview is blank.

 Jane








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Re: [LegacyUG] to-do list

[Jane Sarles]

Wow! I feel so much less like a dunce.  Thank you, thank you.

Jane

On Wed, Mar 17, 2010 at 8:27 PM, Marilyn Clark
mari...@skpfreethinkers.com wrote:
 I just started entering General to-do's  and tried the To-go report as
 mentioned below. I get the same results: nothing!

 Marilyn
 - Original Message -
 From: Jane Sarles sarlesinsi...@gmail.com
 To: LegacyUserGroup@LegacyUsers.com
 Sent: Wednesday, March 17, 2010 3:25 PM
 Subject: Re: [LegacyUG] to-do list


 When I open the To Do there are two general to dos there.  But
 when I do a report of To Dos, with the General Tasks not tied to any
 individual the report preview is blank.

 Jane




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