Tasks - What am I doing wrong?

RootsMagic
1

New here, very excited about setting up tasks, but just can’t seem to get them setup right.
I have watched the RM8 video.

For example I’d like to setup tasks to obtain Birth Certificates. What I would like to do is create a generic ‘Need Birth Certificate’ task. Then edit individual profile’s with specifics about their certificate #'s repository etc. So that when I am ready to visit that repository, I can print out a report of all persons with that repository with all of the cert #'s etc.
When I tried to do this with a test, and edit the repository/file #'s it cascades to all people with the same task. What am I doing wrong? Maybe I have to create a folder for each Repository?
Hope this makes sense.

2

I would create a Task Folder for the project. One task can link everyone that needs a birth certificate. Then as you find/work on the individual birth certificates make a new task and include all the information that pertains to them. Afterwards unlink that person from the main birth certificate task since you are already working on them.

3

Thank you. Wouldnt just setting up a new Birth Certificate Task for each person with all of the specific details be the same thing? Then when ready to research, pull a report on the Birth Certificate Task by repository?

1 Like
4

Yes, that would also work.