RLP 77: Getting Things Done Part 3 – Organization

Today’s episode of Research Like a Pro is about setting up an organizational system that you trust to hold your projects and give you reminders about what needs to be done on any certain day. What good is a filing system or calendar that is never used? Have you tried a new tool but given up when it didn’t meet your needs? This is the time to revisit how you’re organizing your genealogy and make some decisions that will help you feel more productive. We discuss physical filing systems, digital filing systems, genealogy software, reference material, emails, organizing projects, calendars, project lists, and next action lists. We also discuss Evernote, Trello, Google Drive, Google Calendar, and Google Tasks.

Links

Family History & Getting Things Done Part 3: Organization

Getting Things Done: The Art of Stress-Free Productivity, revised edition by David Allen – affiliate link to Amazon

3 Reasons to Have Personal Genealogy Software and How to Choose by Diana at Family Locket

Legacy Family Tree Software

Google Tasks – Google Support Article

Google Calendar – Google Support Article

Google Drive – Google Support Article

Google Keep – checklist and notes app

Boost your Genealogy Productivity with Google Keep by Diana at Family Locket

Evernote – note taking app

Trello – app to manage projects and stay organized

RLP 71 – Getting Things Done Part 1

RLP 72: Getting Things Done Part 2 – Clarify

Research Like a Pro eCourse

Study Group – more information and email list

Research Like a Pro: A Genealogist’s Guide by Diana Elder with Nicole Dyer on Amazon.com

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Michaela

· Reply

December 31, 2019 at 10:29 PM

Hi ladies
I enjoy your podcasts and blogs are very informative and thorough.

At what stage do you enter the information you have found into your software program?
Do you have some workflow from choosing a person and event through to researching and recording. How do you keep all the stuff you find on an ancestor organised. Not sure if some of these are covered in some of your other blogs.

Thanks

Diana Elder
· Reply

January 1, 2020 at 5:11 PM

Hi Michaela,

My workflow follows the Research Like a Process with choosing an objective and working through each step until the report. I like to update my software program after I’ve completed the research on a specific project. I have my information on a person organized in Google Drive – research logs, reports, documents, etc. We do have several other helps for this in other blogs and podcasts. Try searching by “organization” or “genealogy software.”

Best wishes,
Diana

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