Adding Tasks

Research involves many tasks: making photocopies, verifying bibliographic information, and/or borrowing books. You can add as many tasks as you like to individual references and to your project as a whole.

In addition to tasks related to a particular reference, there are also project tasks. A project task is a task that is not directly related to any one reference but that concerns your Citavi Project as a whole.

You can use the Task Planner to get a better idea of important or pressing tasks. There you can also print a task list.

hmtoggle_plus1Adding a Task to a Single Reference

  1. In the Reference Editor, find the reference you want to add a task to.
  2. Switch to the Tasks & Locations tab.
  3. Click Task.
  4. Click the Task drop-down list and choose the type of task to schedule.
  5. Complete the remaining fields if necessary.
  6. Click OK.

Hint: If you do not want to enter details about a task, use the Routine tasks menu on the Tasks & locations tab. Click Routine tasks, then click the task type to add it.

hmtoggle_plus1Adding a Task to Multiple References

  1. Switch to the Reference Editor.
  2. On the toolbar click Table.
  3. Press and hold the Ctrl key and click references to select them.
  4. On the References menu, click Batch modify > Add task.
  5. Click the Task drop-down list and choose the type of task to schedule.
  6. Click OK.