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.
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
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
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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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.
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.”