The Facts are one of the key concepts at the heart of Family Historian; they are how you record the things that happened to, or described, each ancestor (Individual). Set creates a Custom Attribute in which the Note field holds labelled details of Work In Progress or Research To Do for the associated Individual.
A dedicated custom The Property Box is the primary window for data entry and for viewing details of stored records. It is used with records of all types. Tab provides a convenient shortcut to create, access, and update these details.
A summary of these details for all Individuals can be created using Custom Reports or Custom Queries or by Customising Record Window Columns.
See To-Do List Attribute for further details and screenshots.
Take care to only use Downloads for your version of Family Historian.
- Click on To Do V4 Fact Set FHF file for Version 4 only or To Do Fact Set FHF file for Version 5 or later to download and save the FHF (A Fact Set is a defined list of types of Facts – that is types of Events and Attributes.) file, then double click it to install to Family Historian. (To remove an obsolete Fact Set see how to Delete a Fact Set.)
- Click on To Do Property Box Tab FHPBT file for Version 5 or later to download and save the FHPBT (Property Box Tab) file, then double click it to install to Family Historian. If that fails, then within Family Historian use File > Import/Export > Import > Property Box Tab. (To uninstall a tab use the Property Box Menu cog in V6 and choose Customize Data Entry, or the Menu with a red tick in V5 and choose Customize.) Then double check that Tab: names the desired tab and click More Tab Tasks > Delete Tab.
- Click on Individual To Do List Report FHR file to download and save the FHR (report) file, then double click it to install to Family Historian.
- Click on To Do List Query FHQ file to download and save FHQ (query) file, then double click it to import to Family Historian Version 4 or later. (It will Import into earlier versions, but does not work, and can be deleted using View > Custom QueriesQuerying is a very powerful feature that allows you to specify and save criteria for identifying a set of records of a given record type. > Delete Custom Query.)