Family Historian is an excellent program for recording the results of your Family History research, but it does not come with an inbuilt mechanism for planning (or tracking) that research in a structured fashion, although there are many features you can take advantage of to do so.<\/p>\n
The Research Planner supports one approach to structured research planning and tracking. There are other approaches you may wish to consider, each with their own advantages and disadvantages, as documented at\u00a0Planning and Tracking Your Research<\/a>. If you’re looking for a simple ‘Jotter Pad’ approach, Research Planner is not your solution. If you don’t want to use “yet another plugin”, ditto \u2013 although you might find some useful techniques here to apply manually yourself.<\/p>\n So, why use Research Planner? After all, Family History research is not rocket science \u2013 every genealogy researcher knows that. However, the process of:<\/p>\n can be surprisingly error-prone.<\/p>\n You forget to search a particular source. You do it twice, and don’t make a note of your exact search terms so you can’t be sure if you need to do it yet again. You order the same birth certificate twice because you didn’t make a note when you ordered it the first time, and it’s still the wrong one second time around! You forget how to do that weird search you did 10 years ago for another individual, and for the life of you, you can’t remember what website you used\u2026 And it’s tedious to make a note to do all the standard searches for BMD when you’ll remember it anyway. Usually.<\/p>\n The Research Planner tries to make it easier to record what you intend to do, and how each search turned out, to avoid the common pitfalls as far as you can; to plan research activities based on past experience; and to keep track of your research activities.<\/p>\n It allows you to plan and track your research\u00a0Tasks\u00a0either by using a custom Family Historian Fact (Attribute) or by using Family Historian Note records. It allows you to create custom tasks, optionally based on\u00a0Templates\u00a0that you have predefined; or to quickly create multiple standard tasks, again using templates. It supports\u00a0Tags\u00a0to identify Research Planner tasks, and\u00a0Groups\u00a0to associate related tasks; and provides a query that allows you to view tasks based on a flexible combination of filters. It is highly configurable, so you can choose what elements to use in your tasks and what to call them.<\/p>\n It does not try to dictate methodology: you can plan and\/or document your research in as much or as little detail as you like, and configure the plugin to support your approach.<\/p>\n This guide assumes you are familiar with the basics of using Facts, Notes and Queries within Family Historian. It does introduce some new concepts that you should familiarise yourself with:\u00a0Tasks<\/a>,\u00a0Templates<\/a>,\u00a0Tags<\/a>\u00a0and\u00a0Groups<\/a><\/p>\n A\u00a0Task\u00a0is a research activity associated with a single individual, and optionally linked to a single source. For example:<\/p>\n You can specify a Task narrowly:<\/p>\n or broadly:<\/p>\n For every Task, you can optionally define a brief Title, a detailed Objective, a Status, a Priority, and Notes about the progress and results of your research; as well as a Due Date and\/or Updated Date.<\/p>\n Using the plugin\u00a0options<\/a>, you can change what most of these fields are called, and choose not to use one or more of them.<\/p>\n You can find more detail on the content of\u00a0Tasks\u00a0here<\/a>, and instructions for creating them here<\/a>.<\/p>\n There is often a common set of searches that you will carry out for any individual \u2013 Birth, Baptism, Marriage, Death, Burial, Censuses, Children etc (and perhaps some preferred resources where you’ll carry out those searches).<\/p>\n And there are also searches that you carry out very rarely, and you want to record the details of how you would do it if you ever had to do it again. (Deaths in Ohio \u2013 I’ve done it once, and don’t want to forget all the ins-and-outs, even if I never use them again \u2013 until I find another ancestor who emigrated to Ohio in his dotage \u2013 I don’t want to reinvent that particular wheel).<\/p>\n A\u00a0Template\u00a0is a predefined\u00a0Task. You can create a\u00a0task\u00a0starting with a\u00a0template\u00a0and edit the\u00a0task\u00a0to be specific to an individual; or you can create a number of standard\u00a0tasks\u00a0in a single operation for an individual (and edit them later if necessary within Family Historian). You can find more detail on creating and managing\u00a0Templates\u00a0here<\/a><\/p>\n You can create\u00a0Templates\u00a0that are usable in all Projects \u2013\u00a0templates\u00a0that don’t depend on any project specific information, called\u00a0Global Template’s; these will be available within all Family Historian Projects. However, if you wish to include project-specific information in a template (e.g. a Source selection), then your\u00a0template\u00a0will be a\u00a0Project Template\u00a0and only available in the project within which you created it.<\/p>\n Jane Taubman introduced the concept of tags within Family Historian in her\u00a0blog post<\/a>\u00a0on the subject.\u00a0Tags\u00a0are brief markers (starting with\u00a0)<\/a>\u00a0within a Note in Family Historian (any kind of Note \u2013 Local, Shared, Fact etc.). Using a\u00a0Tag\u00a0within\u00a0Tasks\u00a0makes it easier to locate them.<\/p>\n Using the plugin\u00a0options<\/a>, you can specify a standard\u00a0Tag\u00a0to include in all your tasks to help locate them, or decide not to include a standard\u00a0Tag\u00a0at all. (If you’re using Note records to store your tasks, you MUST include a\u00a0Tag\u00a0to distinguish a Research Task from other Notes).<\/p>\n You can manually include additional\u00a0tags\u00a0within a Task or a Template to slice and dice your tasks in a way that suits you.<\/p>\n You can find more about searching for\u00a0Tags\u00a0here<\/a>.<\/p>\n Sometimes a research problem involves more than one task\/or and more than one individual. For example:<\/p>\n Or:<\/p>\n Using the Research Planner, you can create multiple research tasks for the individuals concerned, each addressing one element of a problem, and allocate those tasks to a single\u00a0Group\u00a0(with a name of your choice). The query provided with the plugin will allow you to review just the Tasks in that\u00a0Group\u00a0to assess progress.<\/p>\n You can configure the plugin not to use\u00a0Groups, or to rename\u00a0Group\u00a0to something that makes more sense to you if you wish \u2013 e.g. Project or Assertion \u2013 using the plugin options<\/a>.<\/p>\n An alternative to using\u00a0Group\u00a0is manually adding extra\u00a0Tags<\/a>\u00a0within a Task.<\/p>\n There are a number of new features in Research Planner Version 2:<\/p>\n The Research Planner<\/a> is available from the Family Historian Plugin store.<\/p>\n When you run the plugin for the first time, it will check for the existence of two essential prerequisites and prompt you to install them if you haven’t already done so:<\/p>\n Support for the “pl module”:<\/p>\n Users of Crossover, PlayOnLinux\/MAC and Wine should consult the\u00a0instructions<\/a>\u00a0for installing these libraries in their environment.<\/p>\n The first time the plugin runs (and the first time after any new version is installed), it will also check for the existence of this Help file and download the latest version if necessary (as a zip file which it extracts into a sub-directory under your Plugin data folder). If for any reason, the Help File can’t be downloaded, the plugin will continue to work (but without Help).<\/p>\n If the error persists, you should download the Help zip file from\u00a0Research Planner Help 2.0.zip<\/a>\u00a0and extract its contents (a single directory) into the Research Planner plugin data directory: C:\\Program Data\\Calico Pie\\Family Historian\\Plugin Data\\Research Planner.dat or its equivalent in your environment (documented at\u00a0Family Historian Program Data Folder<\/a>). (You may need to tell File Explorer to show hidden files to be able to see this folder). This manual extraction may also be necessary if you’re running within a Crossover, PlayOnLinux\/Mac or Wine environment.<\/p>\n The first time version 2 of the Plugin runs it will prompt you for your chosen Options.<\/p>\n If you’re upgrading from Version 1 you should review Upgrading from Version 1<\/a>.<\/p>\n If you decide to use Facts to track your research, the plugin will create the necessary Task Fact (Attribute) as part of a Research Planner Fact Set; you will have to restart Family Historian before this can be used. If you have your own Task attribute defined, the plugin will use that fact definition, and not create its own. See The Research Planner Task Definition if you want the technical detail of the fact definition used by the plugin.<\/p>\n The plugin will create a query (either Research Planner (Facts) or Research Planner (Notes) ) to allow you to view all your tasks or a filtered subset within Family Historian.<\/p>\n There are a few things to be aware of when upgrading from Version 1.<\/p>\n The Research Planner is highly configurable, so it is worth taking some time to consider how to use it to suit you best. The options are accessible by using the Options button anywhere within the plugin. Set them as you wish and select Confirm to save them or Cancel to discard changes. Use Reset to reset them to the default settings (as shown). Help displays a Help page about the Options.<\/p>\n You can select one or other of these options to determine how Tasks are stored within Family Historian. See The Structure of a Research Task and Should I Use Facts or Notes to help you decide. Your choice here will determine which other options can be configured. The default is “Use Task Attribute” for backward compatibility with Version 1.<\/p>\n This is a field that accepts any date text that is valid within Family Historian, to specify when you intend to complete the task. Recommended (default) value is OFF but turn it ON if you want to be strict with yourself.<\/p>\n This is a field that accepts any date text that is valid within Family Historian, to specify when you last updated the Task. Recommended (default) value is OFF but turn it ON if you want to be strict with yourself. (When creating tasks within the Research Planner, Update Date defaults to the date the task was created.) If you use Shared Notes to store your Tasks, Update Date will be updated automatically; if you use Facts (Attributes) then you must update it manually.<\/p>\n Select this is you want all Tasks created to include a Tag to identify them as being created by the Research Planner. (If using Shared Notes, you MUST include a Tag). You can specify what Tag to use (the value you specify will be prefixed within Tasks by\u00a0).<\/a>\u00a0Recommended (default) value is ON with a Tag value of RP.<\/p>\n Select this if you want the capability to Group Tasks together. You can specify what label to use for the Group field (Group, Project, Assertion or anything else that makes sense for the way you work or for your language.). Recommended (default) value is ON; however, if you want a very simple implementation of a To-Do list, turn it OFF.<\/p>\n This is a single line of text. Select this if you want to give your tasks a Title (the default label, which you can change if you wish). Field1 will always be used as the Attribute Value if you’re using Attributes to store Tasks. Recommended (default) value is ON so that you can quickly distinguish between different Tasks for an individual.<\/p>\n These are single words used to categorise Tasks. By default, they are named Status and Priority, but you can rename them if you want to categorise your tasks differently. Default value for both fields is ON but if you want a very simple implementation of a To-Do list, turn them OFF. You can enter any value you choose into these fields when creating and updating a task, but you will want to decide on a simple scheme (High\/Medium\/Low or 1\/2\/3) to make your life easier.<\/p>\n This is a multiline field (ideally a single paragraph). By default, it is called Objective, but you can rename it. Default value: ON but if you want a very simple implementation of a To-Do list, turn it OFF.<\/p>\n This is a multiline field, as long as you like. By default it is called Notes, but you can choose to rename it to e.g. Progress. Recommended (default) value is ON as this is where you will record the progress and results of your task.<\/p>\n This can be included if you’re using Facts (Attributes) to store your Tasks. It is intended to allow you to control with great precision where in the Fact List for an Individual a Task appears. Default value is OFF. Some people may choose to use Fact Data as a Due Date.<\/p>\n A Task holds all the information about a research activity for a single individual, at whatever level of complexity and detail you choose to work with.<\/p>\n Tasks can be stored with Family Historian either as a Fact (belonging to an Individual) or as a Note record (linked to an Individual). Each method has advantages and disadvantages, so you should think about what might work best for you. See Should I Use Facts or Notes to help you decide. By default, Research Planner version 2 uses Facts (for backwards compatibility with version 1).<\/p>\n As default, every task will be structured as follows (almost all of this is configurable \u2013 you can rename the fields, use them for something else, not use them at all, add some dates (due, updated, fact)\u2026 make the structure your own.)<\/p>\n You can see below the contents of a task made with a Fact or a Note.<\/p>\n A one-line description of the research activity at hand. If using Facts, this will become the Attribute value.<\/p>\n Identifies the (mandatory) individual to whom the Task applies. For Facts, the task is associated with the relevant Individual; for Notes, the note is linked to the Individual but it can be helpful to see them identified within the Task by Record ID and Name. It is recommended that you don’t edit this line.<\/p>\n A brief marker to identify items created by the Research Planner plugin.<\/p>\n A one-line identifier to associate related tasks.<\/p>\n One-line fields for categorising tasks. Every Task has a natural life cycle, changing status (for example) from ‘Planned’ to ‘In Progress’ to ‘Complete’. It may also detour via ‘Pending’ while you are waiting for something to happen before you can make more progress \u2013 for example, the arrival of a document you’ve ordered, or a trip to an archive location. If you’re really unlucky, it will move from Completed to In Progress, when some new evidence comes in from left field to turn your conclusion upside down. And you may decide that some Tasks are more important (or urgent) than others \u2013 e.g. High, Medium or Low Priority, or 1, 2 and 3.<\/p>\n A multiline field (ideally a single paragraph) to provide more detail than the Title about what the Task is intended to achieve and how\u2013 for example, you may want to constrain the possible range of birth dates that you intend to search.<\/p>\n At every point in the lifetime of a Task, you will want to record progress information, including the final outcome of your search. This multiline multi-paragraph field lets you record this progress in as much detail\/at as much length as you wish, for example:<\/p>\n “Ordered certificate X \u2013 not the right one\u2013 try again.” “Searched database X on date Y \u2013 nothing found”, “Eureka \u2013 found her birth in the XX parish records” “Failure \u2013 she does not appear to have been baptised in Parish A”.<\/p>\n It isn’t necessary to link Tasks to other records within Family Historian, but there are circumstances in which you may find it useful.<\/p>\n The plugin supports two methods of storing Research Tasks within Family Historian:<\/p>\n A custom Fact (Attribute) called Task Note records.<\/p>\n Each method has advantages and disadvantages which you should take into account when making your choice.<\/p>\n The Research Planner allows you to convert Tasks stored as Notes into Tasks stored as Facts, and vice versa (use the Convert button on the Tools tab). If you’ve configured the plugin to use Notes, you’ll be able to Convert To Facts by specifying a Tag to include in the resultant Notes); if you’ve configured the plugin to use Facts, you’ll be able to convert Notes to Facts by specifying a Tag to identify the notes.<\/p>\n In both cases, you’ll be offered the option to delete the originals once the conversion has taken place. Conversion should not result in the loss of any data. However, it is recommended that you run the conversion without selecting the delete option and check that the results are as you would wish; the plugin will exit after conversion and display results the original and new records for you to check. Once you’re happy, you can delete the original records from the results window; or you can undo the plugin edits and rerun the conversion with the delete option selected.<\/p>\n If you don’t already have an Attribute called Task, the Research Planner will install a fact set called Research Planner, with a single Fact (Attribute) called Task. By default, the fact definition will look like this, but if you change the plugin configuration options it will be modified to reflect your choice of fields to use and what to call them. (Remember this if you modify the Task definition; any changes you make will be lost if you subsequently change the plugin options.)<\/p>\n Note: if the plugin has to create the Fact definition, you will need to restart Family Historian to use it. And if you change the Research Planner options , you will need to restart Family Historian before you can add tasks with the new options without using the Research Planner.<\/p>\n Note, the Fact Normal Timeframe is set to Post-Death (so Facts sort to the end of the list for an Individual). You can edit this manually once the Fact Set is created or updated; and\/or configure the Plugin to include a Fact Date in the Fact definition.<\/p>\n .<\/div> The Auto-Create (default) note in full is:<\/p>\n A Template defines a standard set of contents for a Task and is intended:<\/p>\n To speed up the creation of research tasks that you commonly carry out To allow you to record the details of specialised research tasks for reference in the future<\/p>\n The Manage Templates tab contains the tools for creating and managing templates. You can also create and update Templates from the Making Tasks from Text tab.<\/p>\n Every template must have a unique name. Use this dropdown box to select a template to view or edit.<\/p>\n Templates can be Global (available to all your projects); or Project (available to a single Project). A Global template can’t specify a Source because Source records within Family Historian are project-specific.<\/p>\n You will be asked to specify a (unique) Template Name and a Template Type (Global or Project). A blank template will be created and presented to you for editing (remember to Save it once you’ve edited it \u2013 although you’ll be reminded!)<\/p>\n You will be asked to specify a (unique) Template Name and a Template Type (Global or Project). A copy of the original template will be created and presented to you for editing (remember to Save it once you’ve edited it!)<\/p>\n Save any changes you’ve made to the template definition you’re viewing or editing. If you don’t save the changes, you will be prompted to do so (or discard changes) if you navigate away from the “Manage Templates” tab or change the template you’re working with.<\/p>\n Change the name of a template. You’ll be prompted for a new unique template name. You can’t change the template type by renaming it, and renaming it won’t save any changes you’ve made to the original (you’ll need to save before renaming to do that).<\/p>\n Delete a template. This won’t affect any facts previously created from the template.<\/p>\n This is where you specify the default contents for a Research Task created from this template. You don’t have to complete all (or any) fields; and if you’ve modified the plugin options, some fields will be hidden or have different titles. If you haven’t selected a Template, you won’t be able to edit these fields. Note: if you’ve previously created any facts from this template, they will not be affected by any changes you make here.<\/p>\n Not all Task fields (even if you’ve configured the plugin to use them) can be included in a Template:<\/p>\n Tag is standard across all Tasks, so isn’t included. Group and Individual are specified when you make a Task. Dates (Due, Updated, Fact Date) can be specified when you make a single Task, but not when you make standard Tasks in bulk as they will differ for every task, and so are not included in a Template. Default values are used when you make standard Tasks in bulk \u2013 Updated and Fact Date will default to Today; Due date will default to blank.<\/p>\n For Project templates, you can select a default source within Family Historian, using the button. The source you select will be displayed in the box. You cannot specify a source for a Global template, as source records are project-specific.<\/p>\n Open the Help file<\/p>\n Configure the behaviour of the plugin.<\/p>\n Close the plugin.<\/p>\n Using the Research Planner, you have a few options for creating tasks:<\/p>\n From the Make Task tab:<\/p>\n With Family Historian:<\/p>\n Once a task is created, all subsequent changes are made using the standard Family Historian facilities; no changes you make in the Research Planner will affect existing tasks.<\/p>\n Whichever option you choose to make tasks within the plugin, there are some common user interface elements to understand. These appear at the top and bottom of the Make Tasks tab.<\/p>\n You must select an Individual to associate with every task created. Use the button to select an Individual within Family Historian; the name of the person selected will be displayed.<\/p>\n This field can be used to name a Group of related tasks to which the task being created will belong \u2013 or it can be left blank. It will not be displayed if you’ve chosen not to use Goups.<\/p>\n Use this tab to make customised tasks, starting from a template or entering everything from scratch. For more detail see Making Tasks From Text.<\/p>\n Use this tab to make multiple standard tasks at once. For more detail see Making Tasks In Bulk.<\/p>\n Opens the Help file.<\/p>\n Allows you to review of edit the plugin options.<\/p>\n Closes the plugin.<\/p>\n Displays an summary history of the tasks created in this session using the plugin (Individual, plus task Title and Group if in use). This is displayed so that you can keep track of the work you have done without exiting.<\/p>\n The display can be closed and expanded using the arrow marker at top left; closing it will make more space available for viewing and editing task contents.<\/p>\n To make tasks from text (tasks which you can customise before creation) select the From Text tab within the Make Tasks tab.<\/p>\n If you want to start from a Template to create your text and then edit it to be more specific, select the template from the dropdown list and the task contents will be populated from the template.<\/p>\n Once you’ve created some task contents, you may decide that you want to create a template using them. The New button will prompt you for a template name (which must be unique) and a template type.<\/p>\n Note: if you have selected a Source for your task, you can only create a Project template.<\/p>\n If you’ve selected a template from which to create a task, you can update that template to include any edits you’ve made here.<\/p>\n Note: If you’ve selected a Source, you will not be able to update a Global template.<\/p>\n This is where you enter the data for your task, either starting from the contents of a template or from scratch. You don’t have to complete all (or any) fields; and if you’ve modified the plugin options, some fields will be hidden or have different titles.<\/p>\n Use the Source button if required to select a source from within Family Historian.<\/p>\n Clear the task contents and template choice if any to start again. This will not affect any template definition.<\/p>\n Make a task using the contents provided.<\/p>\n Note: If you’ve configured the plugin to include Updated Date in your tasks, it will be set to Today.<\/p>\n To make tasks in bulk (standard tasks without customisation) select the In Bulk tab within the Make Tasks tab.<\/p>\n Choose one or more Templates for the Tasks you wish to create.<\/p>\n Clear the Template selection.<\/p>\n Make Tasks from the selected Templates.<\/p>\n Note: If you’ve configured the plugin to include one or more dates in your tasks, they will be set as follows:<\/p>\n Update Date: Today Fact Date: Today Due Date: Blank<\/p>\n On the Tools tab, the plugin provides facilities to Search for tagged items , to Convert between Notes and Facts, and to Download and install optional Reports.<\/p>\n Search Family Historian project for ALL items containing a specified Tag.<\/p>\n If you’ve configured the plugin to use Notes to store Tasks, this button will convert any Tasks made using Facts into Notes. And vice versa, if you’ve configured the plugin to use Notes.<\/p>\n This button will download and install a report based on either Facts or Notes (depending on your decision on how to store your tasks).<\/p>\n Open the Help file<\/p>\n Open the plugin Options dialog.<\/p>\n Exit the plugin.<\/p>\n Research Planner supports two ways of querying your Tasks: the Research Planner query and (if you’re using Tags) the Find Items option within the plugin. If you’re using Tags and have Family Historian version 6) you can also use the Family Historian Edit > Find to search for a given tag anywhere within your Family Historian project. Experiment with them to determine what suits you best.<\/p>\n The plugin will install a query \u2013 either Research Planner (Notes) or Research Planner (Tasks) \u2013 based on the options you have chosen, to display details of tasks according to a set of filters you set.<\/p>\n To filter the results, you can optionally specify any or all of:<\/p>\n If you’ve configured the plugin to rename or not use Tags, Groups, Status or Priority, the filters available will be modified.<\/p>\n You can also optionally specify a word or set of words to be found anywhere in the Task definition; likewise in the first Source linked to any task or the first Repository linked to that first Source.<\/p>\n Using this query you can locate a very broad or narrow set of results to allow you to manage your research.<\/p>\n Note: this query is created as read-only and will be overwritten every time you modify the Options within the Plugin. If you wish to modify it, make a copy and modify the copy.<\/p>\n On the Tools tab within the plugin, there is a button Find Items which will search every instance of a text field within your project (not just within Research Planner tasks) for a Tag that you specify and return a set of results for you to use as necessary.<\/p>\n\n
Key Concepts<\/h2>\n
<\/a>Tasks<\/h3>\n
\n
\n
\n
<\/a>Templates<\/h3>\n
<\/a>Tags<\/h3>\n
<\/a>Groups<\/h3>\n
\n
\n
What’s New in Version 2?<\/h2>\n
\n
Installing the Plugin<\/h2>\n
\n
The Task Fact<\/h4>\n
Queries<\/h4>\n
<\/a>Upgrading from Version 1<\/h3>\n
\n
<\/a>Options<\/h2>\n
![\"Config](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/researchplanner.png\")
<\/p>\nUse Facts versus Use Notes<\/h5>\n
Due Date<\/h5>\n
Update Date<\/h5>\n
Research Tag<\/h5>\n
Group<\/h5>\n
Field1<\/h5>\n
Field2 and Field3<\/h5>\n
Field4<\/h5>\n
Field5<\/h5>\n
Fact Date<\/h5>\n
<\/a>The Structure of a Research Task<\/h2>\n
What does a Task contain?<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_the_structure_of_a_research_task_custom.png\")
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_the_structure_of_a_research_task_custom_2.png\")
<\/p>\nTitle<\/h5>\n
Individual<\/h5>\n
#Tag<\/h5>\n
Group<\/h5>\n
Status and Priority<\/h5>\n
Objective<\/h5>\n
Notes<\/h5>\n
Linking Tasks to Other Records<\/h4>\n
\n
\n
\n
\n
Should I Use Facts or Notes<\/h3>\n
Facts<\/h4>\n
\n
Notes<\/h4>\n
\n
Converting between Facts and Notes<\/h3>\n
The Research Planner Fact Definition<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_the_research_planner_fact_definition_custom.png\")
.<\/div>\n![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_the_research_planner_fact_definition_custom_2.png\")
<\/div>\n #RP\r\n Group:\r\n ____________________\r\n \r\n Status:\r\n Priority:\r\n ____________________\r\n \r\n Objective:\r\n ____________________\r\n \r\n Notes:\r\n<\/pre>\n
Managing Task Templates<\/h2>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_managing_task_templates_screen.png\")
<\/p>\n1. Choose template<\/h5>\n
2. Template type<\/h5>\n
3. Create a new template<\/h5>\n
4. Copy button<\/h5>\n
5. Save button<\/h5>\n
6. Rename button<\/h5>\n
7. Delete button<\/h5>\n
8. Template contents<\/h5>\n
9. Source…<\/h5>\n
10. Help button<\/h5>\n
11. Options button<\/h5>\n
12. Exit button<\/h5>\n
<\/a>Creating and Editing Tasks<\/h2>\n
\n
\n
Common Elements When Making Tasks<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_creating_and_editing_tasks_screen.png\")
<\/p>\n1. Select Individual<\/h5>\n
2. Group<\/h5>\n
3. Make Tasks from Text<\/h5>\n
4. Make Tasks in Bulk<\/h5>\n
5. Help<\/h5>\n
6. Options<\/h5>\n
7. Exit<\/h5>\n
8. Task History<\/h5>\n
<\/a>Making Tasks from Text<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_making_tasks_from_text_screen.png\")
<\/p>\n1. Template<\/h5>\n
2. New template<\/h5>\n
3. Update template<\/h5>\n
4. Task contents<\/h5>\n
5. Clear contents<\/h5>\n
6. Make task<\/h5>\n
Making Tasks in Bulk<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_making_tasks_in_bulk_screen.png\")
<\/p>\n1. Template List<\/h5>\n
2. Clear button<\/h5>\n
3. Make button<\/h5>\n
<\/a>Miscellaneous Tools<\/h2>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_miscellaneous_tools_screen.png\")
<\/p>\n1. Find Items button<\/h5>\n
2. Convert button<\/h5>\n
3. Download Report button<\/h5>\n
4. Help button<\/h5>\n
5. Options button<\/h5>\n
6. Exit button<\/h5>\n
<\/a>Finding and Querying Tasks<\/h2>\n
The Research Planner Query<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/05\/drex_finding_and_querying_tasks_custom.png\")
<\/p>\n\n
Research Planner Find Items<\/h3>\n
Family Historian Edit > Find<\/h3>\n