Organize your genealogy discoveries with a task manager

Gain efficiency with Geneafinder's task manager to organize your lists, tags, and links.

©️Geneafinder

In genealogy, discoveries pile up quickly: a document to verify, a branch to explore, a date to cross-reference with a census… And if you don’t note them down, these precious ideas fly away.

Result? Ongoing research left hanging, duplicates, omissions, and sometimes even… the pure and simple abandonment of a promising lead.

To help you structure your research without losing track, Geneafinder offers an interesting tool for genealogists: a task manager linked to your family tree.
A bit like a Trello designed for genealogists, it helps you go from a messy tree to a well-organized project.

Why a task manager changes the game in genealogy

Doing genealogy is not just about collecting names and dates: it’s about investigating, cross-referencing, analyzing. In other words: it’s real detective work.

The problem is that it’s easy to get scattered:

• You find a lead in the censuses, but you forget to follow it.
• You identify an ancestor to verify, but you no longer know why.
• You start a search in notary archives… without completing it.

With a task manager, all your ideas are centralized.
You can finally manage your research as a real project, step by step, archive by archive or department by department.

Create your customized task lists

Every genealogist has their own method, goals, and intuitions.
That’s why Geneafinder allows you to create multiple task lists, according to your way of working.

📌 Tip: you can organize your lists by era, generation, or region!

Sort and prioritize with tags

Because not all tasks are equal, Geneafinder allows you to add visual tags to your tasks. You can create them according to your organization! These tags are visible on each task as well as on the lists (colored dots).

This way, you gain clarity and prioritization, two key qualities to avoid getting lost in the maze of your family tree.

Link your tasks to people in your tree and add a status, priority level, and deadlines

The real advantage of Geneafinder’s task manager? You can link each task to a specific individual in your tree.

Need to verify Angélique TOFFLIN’s birth? Associate the task directly with her record. This way, in one click, you find the context, the documents already gathered, and the history of your research.

Result: fewer errors, more consistency in your investigations.

And then, in genealogy research, not all tasks are equal, and some deserve special attention. That’s why Geneafinder’s task manager allows you to define a status, a priority, and a deadline for each action.

• The status tells you where you stand: New, In Progress, Completed…
• The priority (minor, major, critical) helps you focus on what really matters.
• And the deadline allows you to set a time goal – useful for planning a weekend at the archives or reviving a stalled search.

By combining these three elements, you go from a simple task list to a real strategic dashboard that guides and motivates you throughout your research.

Go from draft to action plan

Thanks to Geneafinder’s task manager, you no longer leave your research to chance. You structure, plan, execute, validate. And above all, you gain clarity, efficiency, and enjoyment!

Memory is a precious but volatile material. Don’t let your findings get lost in sticky notes, notebooks, or forgotten spreadsheets.

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With Geneafinder, give your research a simple, visual, and effective framework.