* Task List or Log to track changes and entries

[Grimmace]

I have searched the FH program and FAQ but just cannot find anything that will allow the user to have a task list/ to do list or similar so incoming requests for changes can be logged and ticked of as complete. A simple link to the users default word processor application may be all that is required and then automatically saved to a "Task" folder within FH
This doesn't necessarily require any complex structure but just integrated into a menu item in FH
Items I would be entering would be:
Task Date
Entry Info required/requested
Completion date
I did see a possible plugin using Evernote that I haven't heard of before. Evernote looks great but I don't think another program needs to be installed to cover this request


I love the program and its usability
Grimmace

[Jane]

Have you reviewed this
http://www.fhug.org.uk/wiki/doku.php?id ... o_do_lists

[Grimmace]

Thanks Jane.
It looks a bit complex for me but I had seen this section but didn't really understand what can be done with the program in this way.
I will read through and learn how to do this.

[AdrianBruce]

Named lists are much simpler than the Custom Attribute approach - but perhaps less powerful / sophisticated. I did initially use a named List for each Record Office (or on-line database) and just added the individual to the list for the relevant RO. Against that person in the list, I recorded a note saying what the task was.

The problems with this approach were twofold. Firstly some research items could be done in two places (e.g. a parish register might be at both Chester RO and Manchester Central Library) and I detest putting the same entry into two lists. Secondly I never really sorted out how to produce decent output.

[kimday12]

I'm just a few days into my first purchase of Family Historian and I love it and the forums. I read this post and followed the link above and created my first custom tab for a To Do list. It worked wonderfully until it didn't keep what I wrote. I can type in the To Do list box and within a few minutes everything I typed is gone. So I typed a few words and tried to safe and it too disappeared. What did I do wrong?

[Jane]

A simple question first, can you confirm that you are checking the person you put the note against?

Also can you check you have the latest version of Family Historian installed e.g 5.0.9

Another possibility you have the field value for the Note field slightly wrong could you paste it into your reply so we can see it.

[tatewise]

Did you create both a Custom Attribute To Do and a custom tab To Do ?

The KB article also refers to a download for the Fact Set and Property Box Tab that does it all for you.

[kimday12]

Jane and Tatewise,

Thank you so much for your quick response and help. I do have the latest version (I just downloaded two nights ago) and I was checking the person I was putting the note under, though I do understand how that could get somebody (especially me). I happened to be as Tatewise stated that I had not done the download for the Fact Set and Property Box Tab. That quick download and I'm off and running. So sorry to be such a dumb dumb. I guess I shouldn't work with little sleep into wee hours of the morning, but I can't help it, I love this program!