Many family historians recognise a need to plan and track their research activities, so that they: don’t forget something they plan to do don’t repeat something they’ve already done don’t lose track of progress in the middle of a protracted research activity
Record Flags are simple markers that you can attach to an Individual Record to indicate something about that individual that is useful for you to know when you are researching, or displaying the results of your research
Family Historian 7 introduced Research Notes to help you organise and track your genealogical research, while keeping notes about your research separate from notes about the subject of your research
This technique creates a Custom Attribute in which the Note field holds labelled details of Work In Progress or Research To Do for the associated Individual; and a dedicated custom Property Box Tab provides a convenient shortcut to create, access, and update these details
Zotero was developed primarily to assist in writing academic papers – where the quality of the references is one of the major contributors to “Indications of Esteem”