To Do items
There are two types of 'to do' or research items. One type is attached to a person on the Edit screen. The other type is the General type which is not attached to a person.
The 'to do' items are on a grid which contains columns for the following items:
Date
The date column can contain the date you entered the item or the date you started research. You can also double click the date column and enter two dates, a starting date and an ending date.
Status
The status column is a drop down list which can be blank, plan, started, progress, or completed.
Description
The description column can contain up to 120 characters describing this 'to do' or research task. If you need to have a longer description, put a short description here, and put the longer one in the text box at the top. The top text box can contain 22,000 characters.
Location
The location column can contain a place or location. To find existing locations in your database, type the first few letters and press F8 If you are going to visit a certain town, you can print a list of all 'to do' items for that town.
Repository
Instead of, or in addition to the location, you can enter a repository.If you click the repository column, it will jump to the repository screen where you can pick an existing repository or add a new one.
Type
The type column is a drop down list containing blank, research, correspondence, or other. If you want to designate the type of 'to do' or research item, you can later search for certain types and print only those.
Priority
You can set the priority of each item to blank, low, medium, or high. This is useful if you want to print a list of all high priority tasks.
These items can be printed from the same screen, or for more printing options, go to the main screen and pick Lists, 'To Do' Search/Report.