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L is for To Do List

 Legacy has a great to do list built in.  When I first started using Legacy I used the to do list feature all the time and then I got away from it and now I am using it more and more.  I decided to incorporate the to do list into my Legacy workflow and use it every time I do research.  Now, I am also using it as a research log {more on that a later time.}

Where to find the To Do List in Legacy :

As always, there is more than one way to do something in Legacy.  You can get to the to do list by using any of these three methods below.  There are probably other ways but these are how I access it most often.

My most used method of getting to the to do list is by the icon on the Family tab.  If the icon is in color there are items on the To Do List and if it is grayed out there are no to do items. Clicking on the icon will take you to the selected individual's to do list.


Then on the My Toolbar tab I have added the to do list icon.  Clicking on this icon will take you to all of your to do items for every person in your database. {Right now mine shows that I have 443 open to do items...guess I better get moving.}


By going to the Reports tab and clicking on Other Reports and going to To-Do Report you get a lot of options on viewing and printing your to do list. You can print your entire to do list or you can select an individual and print all of their to do list.


As I have been working more with the to do list it has helped me keep track of what I am working on for each person in my database.

How do you use your to do list??

See you tomorrow for M in the A to Z blogging challenge!

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In my last post, I mentioned how I am using Evernote as my planner; a few of you have had some questions so here I am.

I started using Evernote the week of December 23rd.  I was looking for a new planner for 2017 and I was not liking anything that I was finding.  I keep lists of all sorts of things in Evernote so it only made sense to try and find a way to use Evernote for my planner.  I did a little bit of research and found these templates for 2017.  With a little adjusting, I was able to make the weekly template work for me.

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How I Use Evernote for My Genealogy.

NOTE: 2 Feb 2014 -- Link updated to shared notebook

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Today I did a Google+ hangout on air about Evernote for Genealogy.   Once I watched the video I saw that I was not a very good cameraman!

Hopefully this will clear up any questions you may have.





How I use Evernote for my genealogy.

I use Evernote to store everything including my genealogy research.
You want to use Evernote in a way that makes sense to you.  Tags, notebooks, no tags or no notebooks; do whatever works the best for you.
Notebooks (the blue box)
Notebooks are sorted alphabetically so if there are notebooks you want at the top of your list you can use ! or @ or ~ in front of your notebook title.  In my image, for example, I have my INBOX notebook with an ! in front to keep this notebook at the top of the list.  I use a ~ to keep my GENEALOGY notebook stacks together.  I have an ARCHIVE notebook and in front of that I put an x to keep it at the bottom of …