Adding a Task

Click the "Add Task" menu item. Enter a descriptive title for your task, such as "George Washington Census Forms". Add an optional description for your task. If this task is specific to someone, such as finding the birth records click the person image. In the box that pops up, type the last name of the person you are looking for, hit Filter and then click the name of the person you want. This will automatically attach the selected person to the task, so that when data is entered it will be attached to that person's file.

To add a source to this task click the Source Image. Type in the name of the source and hit filter. Click the name of the source you want. This will attach the source to the task, so that users can tell where your information came from.