Creating and Using ToDos

It's nice to make a to-do list for yourself of things you want to research later, or have someone help you with. You can do this by creating a ToDo on a Person Page. It might be a digital collection to search or browse online, or a physical collection at a library or archive you want to visit; it's the same concept. To do this:

1. Go to a Person Page

2. Click the + in the upper right corner of the "Hints & ToDo" section

3. Add a new ToDo

  • Give it a title (this is what you will see when the card is closed and in the ToDo List
  • Add notes about what you want to accomplish
  • If the source is online, add the URL so you can easily jump back to it
  • If additional people are involved, you can tag them at the bottom of the card
  • Click Save

The ToDo will now appear on the person page for everyone tagged. It will also appear on the ToDo List in the tree menu on the far left side of the screen.

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