Adding To-Do Items in RootsMagic 4

The genealogy task list is an important planning tool in the genealogist’s kit. Unfortunately, it’s also often overlooked. A recent article, Keeping a Genealogy Task List, on MacGenealogist.com describes the value of this tool and its two critical functions.

RootsMagic includes the ability to manage genealogy tasks and satisfies both of the critical purposes of a genealogy task list: unobtrusive storage and simple, powerful recall. The functions are unobtrusive because they’re built-in to the software.

Task Storage

There is something to be said about keeping your task list in a different application; you’re able to switch quickly away to capture those thoughts that seem to bubble up without regard to what we’re in the middle of, then return to the task at hand without losing your place.

Using the built-in task list means you’ve got to finish what you were doing in the software before capturing your thought. That’s dangerous because that kind of delay often causes us to write the task on a scrap of paper or envelope back. We all know that those things get misplaced—not what we want to happen to our research plans! The offsetting positive of keeping the tasks in your genealogy software is that it’s all in your genealogy software.

Task Recall

Recalling tasks in RootsMagic is powerful, but could be simpler as you’ll see in an upcoming article and video. Meanwhile, in this video: Adding To-Do Items in RootsMagic 4, I show you how to add each of the three types of to-do items in RootsMagic:

  1. Person
  2. Family
  3. General

A person to-do is a task that’s associated with a specific person. Likewise, a family to-do is one that is associated with a specific family. A general to-do is one that is not associated with a person or a family. Each type is added in a different way. Watch this video to make it all clear and put this important genealogy planning tool to use.

Download this video to your computer for your private use by control-clicking and choosing “Download Linked File As” or “Save Link As” (depending on your browser).

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