Lots of good ideas, Rich. Thanks! Pat
> 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
