Using Named Lists to Track Your Research


Named Lists are a valuable tool for planning and tracking research.

Before reading on, please consult the Family Historian help for generic instructions on using Named Lists. What follows here is guidance specific to using them to plan and track research.

Keeping the Named List pane in view

The Named List pane, where you view your Named Lists, is viewed alongside the Records List. You can toggle its visibility using Lists > Named List Pane  or the corresponding Named Lists Pane button. You can copy (by drag and drop) any record into the named list.

This pane has three panels:

  • The top panel, that shows a list of of all the Named Lists in the current file, from which you can select an active Named List.
  • The middle panel, that shows a list or records in the selected Named List, from which you can select an active record.
  • The bottom panel, in which you can see a note associated with the the active record within the Named List only – for example, an explanation of why the item is in the list or a detailed specification of the work you want to carry out on that item.

Tip: If your screen is big enough you can view the Records List (including the Named List Pane) alongside another window such as the Focus Window by using the Window > Tile Vertically or Window > Tile Horizontally commands. And can adjust the slider between the Records List and the Named List Pane to hide the Records List if you wish. You will need to view the Records List and re-tile the windows every time you start ƒh to restore the configuration.


To Query items in a list, In a Query Window on the Rows tab use the List tab, or use the =IsInList() function. However, you are limited to querying just a single type of item (Individual, Place, Note etc.) so if you have multiple items types in a Named List you’ll need to do a query per item type.


To Report on items in a List, you can use the List Report (under Publish > Miscellaneous Reports). This report will display the identifiers of all items in the list (irrespective of type) and also any list-specific note associated with each item.

Last update: 14 Oct 2020