HELP! I get tasks get connected to research log & I get the folders option. But what I don’t get is how to get info into the research log, specifically the source I looked at & what the results was of that outcome, which shows in the grid screen. I never used this feature in RM7. I am tired of duplicating my efforts in research. I want to use this feature to track where I have been looking for the info & what the results were, is this what this feature is? Please and thank you for help!
@debra53 Use the edit task dialogue (right-hand side of screen) and Task Items section to attach source(s) to the task and use the Folders section to add the task to a folder. The tasks must be attached to the folder to display in grid view.
Kerrie thank you for your reply. I do understand about adding tasks to a created folder. What I can’t figure out is how to add sources that I try to solve the problem identified in the task and they do not solve the problem.
Maybe I am wrong, but I thought that I could use that display grid view to identify where I have been and what the results were? I see on the Task item where you can attach source(s) but nowhere to identify the results.
I hope I am making sense.
Oh Kerrie thank you so very much!! You just cant imagine how thrilled I am to be able to use this feature. It is going to save me so much time!!
Thank You, Thank You, Thank You
Here’s to hoping this will be Bruce’s next webinar!