Planning Tasks

Research involves a number of tasks: you need to double check your references, borrow books, make copies, and more. To keep track of it all and help you work more efficiently, Citavi offers the Task Planner.

1 Switch to the Tasks & Locations tab.

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2 Click Routine tasks and choose the task you want to add.

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3 Double-click the task to record additional information if necessary: enter a a due date for when the task should be completed. If you're working with a cloud project, you can b delegate the task to another person. If desired, change the c importance level for the task.

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4 You can also define your own task. Click a Task. Enter the task in the b Task field.

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See also:

Printing a Task List

Adding a Task to Multiple References