I make extensive use of ToDo lists. They allow you to capture gaps in information when working on an individual, and then group the tasks by the locality where you will do the research. The key to using them effectively is to use the sort and filter options, both on the main ToDo screen and also on the Print.. screen. You will need to experiment to see what works best for you.
The way I use ToDo's is as follows:
1. When I'm working on an individual, I enter a ToDo for that individual, ensuring I include a relevant Locality that I can use to group ToDo's that I will execute in the same location, for example at the Library. You will have to customise the list of Localities to suit your needs, which is easily done. Just click the arrow to open the selection form, then click Add. I have "Home", for research I will do at home, "Internet", "Library", "BDM, Adelaide" and so on.
2. When I am about to go and do some research at the local library, for example, I then click on the To Do icon to open the main ToDo screen. Click Print.., then select the Sort and Filter options appropriately. In this example I would Filter on "Locality - Library,", and "Open" items only and sort by decreasing order of priority and then by category.
It works well, except that each time you open the ToDo list it loses the filter and sort last applied. You need to click the respective Apply buttons each time.
Hope this helps.
Cheers, Rob
----- Original Message ----- From: "Nigel Walker (Doctech)" <[EMAIL PROTECTED]>
To: <[EMAIL PROTECTED]>
Sent: Sunday, October 24, 2004 7:48 PM
Subject: [LegacyUG] To Do List
I am a new user and have spent the last few months dusting off paper files
and placing the information / data into the database. The next stage that I
would like to tackle is use the 'To Do' facility. I wonder before I start if
there is some sort of guidance that anyone would like to offer. Obviously I
have seen the help function, but I found this sadly lacking with advice. For
example it would be useful to be able to print out a list depending upon
locality irrespective of the actual family / individual, or by specific
record type (i.e. census) again irrespective of actual family / individual.
I found that short articles in the Tips section on the legacy web site very
useful, but unfortunately there is not a tip on "To Do Lists"
Thanks in advance
Nigel Walker South Africa
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