Use the built-in task management
Gramps Web contains a built-in genealogical task management tool. It is meant to enable reserarches to plan and prioritize, but also document their tasks. This is why tasks are represented as sources in the Gramps database. After completing a task, the associated content can serve as a source documenting the research process.
Tasks have the following properties:
- Status. This can be "Open", "In Progress", "Blocked", or "Done"
- Priority. This can be "Low", "Medium", or "High"
- Tags. The labels are normal Gramps tags of the underlying source. (Note that all tasks additionally have the
ToDolabel to identify them as tasks, but this label is hidden in the task list to avoid clutter.)
- Title. Shown in the task list
- Description. A rich-text field that can be used to describe the problem statement, but also document any progress made
- Media. Any media files attached to the task
Create a task
Since tasks are normal Gramps objects, they can be edited or created by the same group of users that can edit or create other objects (like people or events).
To create a task, click on the + button on the task list page. Enter at least a title. The status will always be "Open" on creation.
Edit a task
To any of the task's details, click on it in the task list.
The task detail page does not have a separate "edit mode" like other Gramps objects. Changes to the title, status, and priority are applied immediately. Changes to the rich-text description require clicking the "save" button beneath it.
Bulk change of task properties
The priority and status of tasks can be changed in bulk by using the checkboxes in the task list for selection and the appropriate buttons above the task list.
Tasks in Gramps Desktop
To add or edit a task in Gramps Desktop, use the following guidelines
- Add a source with tag
ToDoand the task title as title
- Optionally, add a note to the source with tag
ToDo, type "To Do", and the description as text
- Add an attribute "Status" and set it to "Open", "In Progress", "Blocked", or "Done"
- Add an attribute "Priority" and set it to 9 for low, 5 for medium, or 1 for high (these counter-intuitive values are taken from the iCalendar specification)