Add To-Do's

...is a DELUXE LTOOL which gives the user the ability to bulk add To-Do's to tagged individuals in your Legacy database.

Screen:

uri/../images/deluxe-add-todos.jpg

Usage:

To add To-Do's to multiple individuals in your Legacy database:

  1. Open your database in Legacy.
  2. Decide which of the 9 individual tags you plan to use for this operation.
  3. Untag any individuals that you don't wish _LTools_ to update.
  4. Now tag the individuals to whom you wish to add a To-Do item.
  5. Back up your Legacy database.
  6. Open your Legacy database in _LTools_.
  7. Double-click Add To-Do's in the Deluxe LTools tree to bring up the dialog for this LTool.
  8. Select the Individual Tag you used in Step 4.
  9. Fill out the remaining fields just as you would when adding a To-Do in Legacy.
  10. In the Task Name field you may use {NAME} anywhere you wish _LTools_ to substitute the name of the individual.
  11. Click the Run button.
  12. _LTools_ will add this To-Do item to all tagged individuals in your Legacy database.

Fields:

uri/../images/bluepin.gif Individual Tag

The tag you used in Legacy to mark the individuals to whom you wish to add a To-Do item. The default is Tag #1.

uri/../images/bluepin.gif Category

Optionally assign a Category to the To-Do's. If you need to add a new category, you must do so in Legacy prior to adding To-Do's in _LTools_.

uri/../images/bluepin.gif Locality

Optionally assign a Locality to the To-Do's. If you need to add a new locality, you must do so in Legacy prior to adding To-Do's in _LTools_.

uri/../images/bluepin.gif Task Name

Enter short, general description of the To-Do item. You may use {NAME} anywhere you wish _LTools_ to substitute the name of the individual. For example, if you enter a Task Name of ...

Find 1930 Census entry for {NAME}

... _LTools_ will add the To-Do for an individual named John Sewell as ...

Find 1930 Census entry for SEWELL, John

uri/../images/bluepin.gif Reminder Date

Optionally assign a Reminder Date to the To-Do's in mm/dd/yyyy format..

uri/../images/bluepin.gif Type

Select a Type to assign to the To-Do's. Choices are Research, Correspondence, or Other. The default is Research.

uri/../images/bluepin.gif Priority

Select a Priority to assign to the To-Do's. Choices are High, Medium, or Low. The default is Low.

uri/../images/bluepin.gif Tag

Check Tag if you wish the To-Do's to be added in a tagged state.

uri/../images/bluepin.gif Closed

Check Closed if you wish the To-Do's to be added in a closed state. The current date will be used as the _Closed Date_.

uri/../images/bluepin.gif File ID

Optionally enter a File ID.

uri/../images/bluepin.gif Task Description

Enter a more detailed description of the task. For example, you might enter something like...

Some cemetery records can be found at http://www.rootsweb.ancestry.com/~ohbutcem/.

You may use {BapYYYY} anywhere you wish _LTools_ to substitute the Baptism Year of the individual in this field.

You may use {MarYYYY} anywhere you wish _LTools_ to substitute the *estimated* Marriage Year of the individual in this field. This is calculated from the {BapYYYY} by adding 21 years for males and 18 years for females.

uri/../images/bluepin.gif Rows affected

The number of To-Do items added.

uri/../images/bluepin.gif Run

Click to add the To-Do items to the tagged individuals.

uri/../images/bluepin.gif Close

Click to close this dialog.

uri/../images/bluepin.gif Help

You can use the ? (on the caption bar) or the \ key to display help for this dialog.



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