Planner + Digital Dashboard
$49.00
The Occasional Genealogist Planner + Digital Dashboard was made for moments like this.
It helps you skip the decision fatigue and get straight to productive research—no matter how little time you have.
It’s a practical, flexible system to keep all your ideas and projects organized—so when you do find a few free minutes, you’re ready to dive in.
Whether you’ve got just a moment or a whole afternoon, you’ll know exactly where to start.
Think of it like your genealogy command center—everything you need, in one place.
The Digital Dashboard is a simple Google Sheet designed to give you a clear view of your current research projects, to-do lists, sources to check out, and more.
It helps you stay focused, skip the chaos, and quickly jump into a task that fits the time you have.
Instead of flipping through notes or opening a dozen files, you’ll open your dashboard and see exactly where to begin.
What's included with the Planner + Dashboard?
The PDF Planner file: textual information and printable forms.
The Digital Dashboard(Google Sheets): lists and links to everything else you need.
Between the Planner and Dashboard you have templates and how-to information to help you keep your genealogy tasks organized.
🔗 Link directly to the projects you're most excited about (no more hunting through folders or files)
📋 Keep track of tasks you've already identified (so you always have something ready to work on)
📚 Track sources you need to look into (and stop re-researching the same things)
✍️ Jot down ideas and organize them as you go (great for those moments when inspiration strikes)
⚙️ Customize it to fit your style (and yes, there are videos to show you how)