The TO DO list is meant to be unorganized. (not really, but yes.) I jse mine in a different direction than most. I first put a code in the name for the type, because I save the paper and ink as best as I can. Here are some examples. Task needing Doing: BC GER Bittner, Carl 1829 CEN IN Eaton, Emma C. 1910 [00699] HUS SWE Ransäter 1785-1824 Jonas Nilsson These make the sorts more easy. I also use the priority as a code. direct ancestors are high. siblings are medium. cousins are low. When I preview the list, I decide 1. how many I can get done in the time available 2. how many I actually have waiting. 3. this tells me if I want H,M and L or just H. My To Do list is over 1000 to be done, so I may never get to the lows. The internet sites are in as repositories, which is part of the sort process. Examples would be Census records to get off Ancestry. I myself do not set dates to get done by. When I have free time I go. I don't need deadlines in my hobbies. I have taken out most of the 'heading' lines because they are too much empty space. I have created about 60 Census catagories. One for each country and for each year. I use research tag for all on-one callsline or driving places, correspondence for letters, and other is for telephone calls, newspaper articles of general nature. Regarding Repositories, I always try to have a print out in my briefcase for each one, in case I find myself near one. I try to have all my TO DOs printed as soon as the old one has been cleaned up. This includes having all out of state ones done. I may have a relative mention they are going to a place, so I can mail of email my needs, which may be our family, so getting someone else to help you. But you must share back. "Also what about a field as to type of task, i.e., letter, phone call, internet request form, email, interview, ILL, etc.? " For this, I mentioned earlier, the codes in the Task name. Once you get used to coding that area, it cleans up a lot. I also do a 'bad' thing, in that when I have gotten the desired data, I delete the TO DO, instead of keeping it around. After I have the census transcribed, I don't care what day I found it. That stuff goes in the Source created for the record. I only keep open To Do's.
Rich --- [EMAIL PROTECTED] wrote: > Interesting and helpful! My to-do list is a > shambles and my research > disorganized to say the least and I find your > suggestions inspiring! > > Do you include Internet sites to search and if so > could you post some > examples? > > As far as additions, what about priority and date > you want to get each > item done by? > > I guess the person field is for the individual in > your database to be > researched? Would you want to add the RIN or MRIN > (I just read the > article in the most recent Legacy news about > organizing by M/RIN and was > favorably impressed). > > Also it would be good to be able to sort the > repository by city, county, > state or perhaps some other kind of location field > so that when you go on > a research trip you could hit all the > courthouses/libraries along the > way--do you know what I'm trying to say?? > > Also what about a field as to type of task, i.e., > letter, phone call, > internet request form, email, interview, ILL, etc.? > > Thanks for bringing up the topic! > > Pat > > Hi all, I keep trying to find the best way to > manage my lengthy to-do > > list, but there seem to be some limitations with > Legacy and with every > > other software I have tried (most recently Clooz). > Basically, I need > > more fields and more ways to combine and/or > isolate data! I think > > Legacy could be very workable with just a few > updates. Right now, I > > have it all in Excel. These are the standard > fields I have: > > > > Repository Name > > Repository Location > > Repository Type > > Repository Comments > > Source Name > > Source Type > > Source Comments > > Person(s) > > Date of Event > > Type of Record > > Comments > > Date Assigned > > Date Completed > > Next Steps > > > > Here are some examples from my list: > > Repository Name: Smyrna Library > > Repository Location: Smyrna, GA > > Repository Type: library > > Source Name: Decatur/Early, Georgia Newspaper > Clippings > > Source Type: book > > Source Comments: [author's name, call number, > etc.] > > Person(s): James Bird > > Date of Event: 6/15/1855 > > Type of Record: obituary > > Comments: search index for obituary listing > > Date Assigned: 10/6/2006 > > Date Completed: > > Next Steps: if not found, check the paper copies > in the courthouse on next > > visit > > > > Repository Name: home of Jane Harrell Lambert > > Repository Location: Bainbridge, GA > > Repository Type: personal > > Source Name: Jane Harrell Lambert > > Source Type: personal > > Source Comments: [phone number] > > Person(s): William W. Harrell > > Date of Event: [none] > > Type of Record: photograph > > Comments: ask to see & possibly scan photo > > Date Assigned: 10/6/2006 > > Date Completed > > Next Steps: call to schedule visit > > > > Repository Name: Georgia Archives > > Repository Location: Morrow, GA > > Repository Type: archives > > Source Name: Early County Inferior Court Minutes > > Source Type: microfilm > > Source Comments: drawer x, box y > > Person(s): Elijah Fenn > > Date of Event: 8/1845 > > Type of Record: estate sale > > Comments: > > Date Assigned:10/6/2006 > > Date Completed > > Next Steps > > > > Legacy already lets me attach a to-do nicely to a > person or people or > > in general (which Excel cannot do). I would just > like to see a few > > more enhancements for the next version. Maybe > others can build on > > this so we can combine ideas to make this really > helpful. > > > > Any thoughts? > > Gail > > > > -- > > Gail Rich Nestor > > Smyrna, Georgia > > www.roots2buds.net > > > > > > Legacy User Group guidelines can be found at: > > http://www.LegacyFamilyTree.com/Etiquette.asp > > > > To find past messages, please go to our searchable > archives at: > > > http://www.mail-archive.com/[email protected]/ > > > > For online technical support, please visit > > http://www.LegacyFamilyTree.com/Help.asp > > > > To unsubscribe please visit: > > http://www.LegacyFamilyTree.com/LegacyLists.asp > > > > > > > > > > > Legacy User Group guidelines can be found at: > http://www.LegacyFamilyTree.com/Etiquette.asp > > To find past messages, please go to our searchable > archives at: > http://www.mail-archive.com/[email protected]/ > > For online technical support, please visit > http://www.LegacyFamilyTree.com/Help.asp > > To unsubscribe please visit: > http://www.LegacyFamilyTree.com/LegacyLists.asp > > > Legacy User Group guidelines can be found at: http://www.LegacyFamilyTree.com/Etiquette.asp To find past messages, please go to our searchable archives at: http://www.mail-archive.com/[email protected]/ For online technical support, please visit http://www.LegacyFamilyTree.com/Help.asp To unsubscribe please visit: http://www.LegacyFamilyTree.com/LegacyLists.asp
