When you begin to do genealogy research, it is incredibly important to ensure that you stay organized. Disorganization can be incredibly detrimental to your genealogy project and can even cause you to become discouraged. Ensuring that you maintain an effective system for organizing your notes and research can go a long way toward improving the efficiency of your project and preventing many obstacles from arising. Here are a few of the best strategies for staying organized during your genealogy research project.
Make a To-Do List
A genealogy project can easily feel overwhelming. There is so much that you likely want to learn and a substantial amount of information to sort through. When you make a to-do list, you can ensure that you have certain tasks prioritized by order of importance. Not only will this prevent you from becoming overwhelmed, but it will provide you with a specific direction for your research project. Try not to put too many tasks on a to-do list, because this can also cause you to become overwhelmed.
File, Label, Categorize
It is important to develop a system for organization when you do your genealogy research. Ensure that you label every file and keep them organized by category. For example, create separate folders for different trees of the family. It is crucial to have a set organization system in place. If you don’t have a designated system, it is possible that you will deviate from your regular organization, which will make it incredibly difficult to find the files that you are looking for.
Organize your Workspace
Wherever you do your research should be carefully organized. This can help to ensure that you are in the right mindset to keep your research organized. It can also prevent you from losing handwritten notes or photocopies of information. When you keep your workspace organized, you will be able to more effectively keep your research project organized.
Write Things Down
It is important to ensure that you write things down when necessary, rather than simply relying on your memory. For example, you will need to note sources when you gather information. Not only is it valuable to have a written copy of your information, but physically writing down information helps the brain to retain the information more effectively. Writing things down can be a particularly effective way to help you stay organized.
Make Schedules and Set Deadlines

Most people are extremely busy. You have to balance your job, family time, hobbies, and more. When you work on a genealogy project, you are dedicating a substantial amount of your time to the project. Making schedules can help you to effectively manage your time and ensure that the project can be undertaken more efficiently. You may also want to consider setting deadlines for various aspects of your project. When you don’t have self-imposed deadlines, it is possible that you will continue to procrastinate working on your project until you have lost many valuable resources. By making schedules and setting deadlines, you will be better equipped to complete your project.
Give Everything a Place
It is crucial to ensure that every aspect of your research has a designated place. This will help to ensure that you are able to easily locate the information that you need when you need it. Find designated places to keep your research organized.
Declutter Regularly
You may benefit from regularly going through your workspace and decluttering the area. Throw away things that you don’t need and try to keep the space clean. A cluttered workspace won’t only make it difficult to find your important information, but it will also help to ensure that you are in a better mindset to continue keeping your valuable research organized.
Put in Extra Effort
When you are busy, it can feel like a substantial amount of effort to keep your belongings and research organized. However, the extra effort is incredibly important. When you make the extra time to keep your belongings organized, you will be able to prevent substantial issues further down the line. Putting in a little extra effort will help to streamline your research and keep everything organized.
Create an Email
Consider creating a separate email purely for your genealogy project. This can help to prevent important emails from becoming lost while you are working on your genealogy research. If you use your personal email for your genealogy research project, it is highly likely that emails will become lost in all of the other emails you receive. By creating a specific email solely for genealogy, you can prevent these emails from becoming lost and help to keep your project organized.
Break Down Large Tasks
It is crucial to break down various aspects of your research project into smaller components. Large tasks can feel incredibly overwhelming, which can cause you to put them off. When you break a large task down into smaller components, you will be able to more effectively tackle the project.
Use Technology
There is a great deal of software and technology available at your disposal for your research project. It can be extremely beneficial to take advantage of this technology. It is much easier to make backups and copies of your research with the use of technology. Using technology can help you to stay better organized and prevent information from becoming lost. Various websites can also make it much easier to find the information that you are looking for.
Organization is a critical component of successfully undertaking a genealogy project. Without the proper organization, it is likely you will lose important information and the project will become much more difficult. It is similarly important to ensure that you set the appropriate goals to drive your research project forward. Here at Heritage Consulting, we are dedicated to providing you with the knowledge necessary to complete effective research. We also offer excellent professional genealogy services to meet your specific needs. To learn more about the best ways to stay organized through your research project, contact us at Heritage Consulting today!