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How do I add To-Do tasks in Family Tree Builder?

You can now enter tasks that need to be done in your research, and associate them with people and with locations; organize the next steps you need to do in your research and prioritize them. They help you conduct your genealogy research much more effectively by finding all tasks associated with a certain person or location.

To create new To-Do tasks in Family Tree Builder, go to View>To-Do Tasks. The following window will come up:

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When a person in your tree has a task associated with them, you will see the following icon in their card in the tree:

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Clicking on the icon will take you to the To-Do Tasks associated with that individual.

To mark that you have completed research for an individual in your tree, double click on the person in the tree, to bring up the edit details window. Under the ‘more’ tab, select ‘Research is complete for this person’. This will show the following icon in that individual’s card:

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Clicking on the icon will take you back to the ‘Research is complete for this person’ check-box, and it can be unchecked there.

Categories: Family Tree Builder, Research
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