Organize your genealogy findings with a task manager

Gain efficiency with Geneafinder's task manager to organize your lists, labels, 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, duplicates, oversights, and sometimes even... the complete 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.
Think of it as a Trello designed for genealogists, helping you move from a rough tree to a well-organized project.

Why a task manager changes the game in genealogy

Genealogy isn’t just about collecting names and dates: it’s about investigating, cross-referencing, and analyzing.

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

• You find a lead in the census, but you forget to follow it up.
• You identify an ancestor to verify, but you don’t remember why.
• You start a search in notarial archives… without finishing it.

With a task manager, all your ideas are centralized.
You can finally drive your research like 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 lets you create multiple task lists, according to your way of working.

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

Classify and prioritize with labels

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

You gain in readability 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 plus 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, with one click, you can find the context, the documents already gathered, and your research history.

Result: fewer errors, more coherence in your investigations.

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

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

By combining these three elements, you move 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, and validate. And above all, you gain clarity, efficiency, and enjoyment!

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

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

Subscribe today, explore our task manager, and take your genealogy to the next level.