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Sorting out a list

Sorting out a list

Posted: 24 Feb 2013 5:29PM GMT
Classification: Query
I there a way to esily sort out people that you only have a name for or those certain people you have researched back to a certain date and now you want to work on them to get more detail. I know there is a tool, but now Ican't find it and as well it was a tedious processs to go through 1400 people to get the people I wanted on the list

Thank you

Re: Sorting out a list

Posted: 24 Feb 2013 7:19PM GMT
Classification: Query
This is where the "Task" list in the Plan Tab is most useful.

I would start by adding the name(s) to the list and what you want to do as reminders.

Re: Sorting out a list

Posted: 24 Feb 2013 8:20PM GMT
Classification: Query
Edited: 24 Feb 2013 8:40PM GMT
Rather than add a name to the Task list, I would suggest to add tasks to the Person at:

Family Tab > Right Panel > Far Right Button (Tasks)

Then, click on the Edit button.

You can add more than one category. You can add custom categories. You can add a due date.

For example

Concordia trip
Need obituary

Also note that you can right click - print on a task in the Task Workspace to only print people associated with a task.

You can click on the printer icon in the Task Button bar at the Family Tab of the People Workspace.

But, you can't do either one with the regular Task List in the Publish Workspace > Person Reports. There you have to print ALL tasks for everybody in your file in one gigantic report.

______________

Or you can add a Custom Fact

"To Do" (enter to do's in description)
or
"Find obituary" (enter town for newspaper)

etc.

Use the Index filter at the bottom of your index to see people who have your custom fact. Use a Custom Report to print.

Re: Sorting out a list

Posted: 24 Feb 2013 9:11PM GMT
Classification: Query
There is also the new undocumented fact report which can use the FTM filter


John D

Re: Sorting out a list

Posted: 4 Mar 2013 4:32PM GMT
Classification: Query
Thank you for all the great information
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