Research Planning and Tracking within FH – Family Historian User Group

Customising Family Historian: A Migrant’s Experience: TMG migrant Phil Leslie explains how he customised Family Historian preferences to his own needs.
Planning and Tracking Your Research: 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
Research Notes: Research Notes are a new tool in Family Historian 7 that are designed to enable notes about your research (such as To-Do lists and Visit Reports) to be kept separate from notes about the subjects of your research, e
Research Planner Version 2: Important Note: Research Planner will not be upgraded for use with Family Historian V7
To-Do List Attribute: 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
Using Named Lists to Track Your Research: Named Lists are a valuable tool for planning and tracking research
Using Notes To Track Your Research: There are a number of things to be aware of when using Notes (Note Records) to track your research
What’s New in Family Historian 7: A video by Calico Pie showcasing new features in 7.