Recording Research Logs / Plans



I am looking for some guidance on how best to record the research I have completed so I do not duplicate the same research. I will also use the logs to plan future research.

Can anyone point me in the direction of a good programme to record my research.

I currently use Family Historian to record my tree.

Karl Roberts

Posted 2020-01-20T20:07:43.710

Reputation: 43


Have you looked at the Research Planner plugin for Family Historian: Disclosure: I wrote it. It won't be what you want if you want a standalone programme.

– ColeValleyGirl – 2020-01-21T07:41:14.393

Thanks. I have looked at that and it maybe a possibility though I was really looking for a stand-alone programme. – Karl Roberts – 2020-01-21T08:02:45.543



I use a spreadsheet application to manage research contacts (columns: name, contact info, aim, result) and TaskPaper (macOS, to outline future research. TaskPaper is plain text based, making it future-proof. It has extremely good filtering possibilities, can be extended by scripts and adopted to personal preferences regarding the style. Names, places, etc can be set as tags, making it easy to show different tasks related e.g. to one place or archive.


Posted 2020-01-20T20:07:43.710

Reputation: 5 041