Jane,
When you open the To-Do list from either the menu bar or View>To-Do List and 
click on the Add button then choose “Add to General”, you will create a 
“general to-do’. However, when you click on the To-do icon from the 
individual’s screen and click Add, you are creating an “individual to-do”.
Russ

From: sarlesinsi...@gmail.com
Sent: Friday, March 30, 2012 5:30 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: RE: [LegacyUG] Research Notes--how do you do it?

Would you be so kind as to distinguish between individual to-dos and general 
to-dos? I am not clear where one would input "general to-do'?

Jane Sarles


On , Michele Lewis <ancestor...@gmail.com> wrote:
> I use my to-to list to keep track of everything I need to do in list form (I 
> need to order microfilm or a marriage license or a death certificate etc).   
> The research notes are more of a narrative talking about my theories and why 
> I do or don’t think something is true.  I do record my negative results in 
> the notes because it is a tad easier to see than pulling up the closed 
> to-dos.   I use the individual to-do’s like I listed above.  I wouldn’t want 
> to add a to-do for the 1940 census to every single person in my file that 
> might appear in the 1940.  That is way too general and it would take way too 
> much time.  I do use the general to-dos for things like, “Check Forest Park 
> Cemetery for any Fousts” I use the locality field to sort by repository (if 
> that makes sense).  I don’t add the actual repository (the repository tab) to 
> the to-do but I do keep the repositories up to date with current addresses, 
> phone numbers, hours, fees etc. Michele From: Paula Ryburn 
> [mailto:paula.ryb...@sbcglobal.net]
> Sent: Friday, March 30, 2012 4:42 PM
> To: LegacyUserGroup@LegacyUsers.com
> Subject: [LegacyUG] Research Notes--how do you do it?
>
>  Hi, all.  This may sound silly, but I'm about to "get serious" about doing 
> my genealogy research.  (!)  Wanted to double-check some things with you.
>
> Based on the posts I've read here, I believe most of you have moved from 
> using the Individual's "Research Notes" field to using the To-Do List for 
> your research notes... right?  You record the results of the research on that 
> tab, close the item, and then open new To-Do items based on those results.  
> These results would be both positive and negative.
>
> Am I missing anything?  Have you found any issues in reporting the Results 
> later?  Like, much later after you may have forgotten your process in 
> reaching a conclusion?
>
> Do you do most of your To-Do items by Individual?  The last time I did 
> something "by Repository," I used a search list and printed a report.  (It 
> was a cemetery.)  I don't see how using a To-Do item would be easier... am I 
> missing something?  Case in point:  the 1940 Census.  Is anyone using To-Do 
> items, or opting for the new tool instead?
>
> Thanks,
>
> --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
>
>
>
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