Have you noticed that there is a tagging option available to you when you create a to-do item? I am going to show you how I like to use this. This tagging option is completely separate from “Advanced Tagging” (tags 1-9) which means you have even more tagging options. In Legacy’s To-Do list your tasks are marked either open or closed. I like to further separate my open tasks into those things that I have started to work on but can’t close out yet, and those things I haven’t started on at all. All screenshots taken from Legacy 8.0.
Here is an example of something I haven’t done yet. I need to call the Chancery Court to find out if this list exists. I have included the contact information but I haven’t actually made the call. I leave the tagging option unchecked.
Here is an example of something that I have done but I am still waiting on an answer. I submitted a photo request to Find A Grave but no one has volunteered to take the photo yet. I want to be able to keep track of this so I have checked the tagging option.
I can now use the filters at the bottom of the To-Do List to sort my open tasks. If I filter by untagged I can easily see what tasks I still need to do. Make sure you select Apply Filter after you have made any changes in your filtering choices.
If I set the filters to only show open tasks that are tagged, I can now see what I am still waiting on. I can then decide whether not I need to send a second request for something. I use this for letters and emails that I send out and things I have ordered.
I love the To-Do list and it has really helped me keep my research on track. Using the tagging option that is available is another tool you can use to stay organized.
Copyright © 2014 Michele Simmons Lewis