Skip to main content

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!
By
Labels:

Comments

Post a Comment

Popular posts from this blog

US Marine Casualty Cards

By
Earlier this week I got my copy of Family Tree Magazine and I was reading an article that led me to  World War II History Network  and from there I found a link to an article about the United States Marine Corp making their casualty cards searchable.  You can find the database at  Casualty Cards Database. Fred Thomas, my husbands great uncle, was in WWII and in the Marines.  I searched the database and found : On the first page it states :  While the cards for World War II through Korea are not classified, however, they can often be very graphic.    Therefore, to maintain the dignity and honor of the Marines, the individual cards will only be released, upon request, on a case by case basis.    To request a card, please send an email to   history.division@usmc.mil   or a request in writting to: United States Marine Corps History Division Attn: Reference Branch 3078 Upshur Avenue Quantico, Virginia 22134 .    I immediately sent an email {about 12:30 am because
2 comments
Read more

5 Tips to Break Down Your Brick Wall

By
Originally posted at Lost Tree Project as a guest post February 2019. Eventually we all hit a brick wall.  My first brick wall was with Joseph Thomas {my husband's 3rd great grandfather} I spent months searching.  Brick walls can last weeks to months to years.  Below are some quick tips to help you break through that brick wall. Research another ancestor for a while and then go back to your brick wall .  You will see your brick wall ancestor with new eyes. Use a checklist to see if you missed any records.  {You can find my Evernote Research Checklist in my shared genealogy notebook.} Revisit your research.  Maybe you missed a piece of information in a document.  Maybe something seemed like it wasn't important but now that you have more information you find it is important. Learn something new.  It does not need to be genealogy related.  When you shift your thinking to something else and then go back to the brick
2 comments
Read more

OneNote | A Look Inside

By
I still have a few more notes to move over from Evernote but I am loving OneNote.  I keep to do lists, goals, projects, ideas, genealogy research and so much more in OneNote.  So what does my setup look like?  Lets take a look! {I usually use OneNote 2016 but I have tried the Windows 10 app and it works just as good.} The first screen shot below is OneNote 2016 and the second is from the Windows 10 app.  My first notebook is my task management notebook.  In this notebook I have my Inbox, which is my default section for incoming stuff, calendar and lists.  {Emails that I have sent to OneNote and screen clips go in my Inbox section.} The next notebook is for my blog, and then the Genealogy notebook is for research notes, then I have the GBT notebook which I use for notes and reminders for GeneaBloggersTribe, the Reference notebook is for things that don't belong in one of the other notebooks,  and the last notebook is the Archive. Lets take a closer look at some o
Post a Comment
Read more