How to Solve the Mystery of Your Out-of-Control Genealogy Admin
Art of Family History | Episode #034

Is your genealogy admin process all over the place, leaving you feeling like you spend more time trying to find your notes than you do on research?
I’ve been there. I even bought the same certificate three times only to discover that all purchases were a waste of money because I already had a copy. For years, I resisted creating genealogy admin processes and implementing systems because I thought they were a waste of time. I believed I’d also be able to remember everything I needed to. Well, that turned out to be a costly lesson.
I turned my hot mess non-system into something that saves me time (and money) while ensuring I keep chipping away at my genealogy goals. So, keep listening if you’re feeling frustrated with your to-file pile – digital or physical – and can’t find the notes you took last week.
In this episode of Art of Family History, number 34, I’m taking you behind the scenes to talk about the processes I use as well as the tools that make things easier. So, get inspired to stay on top of all the administrative tasks of being a family historian.
Keep watching to learn what I use to do:
- genealogy research management
- capturing my notes, analysis, theories and thoughts
- creating to-search lists
- managing the physical documents
- planning and reviewing individual genealogy sessions
Stay until the end of the video to find out all the tools I love right now and the details of a free resource I have to help you with your research sessions.
Let’s keep the conversation going in the comments. What processes are you currently using to manage your genealogy admin tasks?

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Looking for the transcript? Scroll to the end of the article for the link.

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Links I mention in this episode:
- How to create your genealogy research log in Trello
- Organise Your Family History with Trello —video
- Organise Your Family History with Trello —article
- Set Your Genealogy Goals with the Non-Brain Dump Method
- Ancestor Discovery Worksheet (free download)
- Daily Research Planner (free download)
- Ask The Creative Family Historian