Planner/Dashboard: Research/Conclusions Log
What are you trying to accomplish? Why?
Can we get a default Plan/document template - Research Log - added to Planner/Dashboard?
What is the challenge or roadblock you are encountering?
I have hardly ever used Planner very much but having a Research Log might make it more useful - especially for FHTC (perhaps I wasn't a very good one) . Searching here in Community does show that the Idea comes up from time to time - sorry not a new Idea.
What is your idea?
Perhaps Record Hint/Recommended Tasks activity could automatically be added to this log. as well as Records viewed, etc. all stored under a Research Plan created for researching a specific person - or just logging my random record access so I can pick out which relate to the person I am researching. This would be more helpful to those organized researchers than the random Record Hints/Recommended Tasks <humor> ADHD/Family History addiction inducing, supporting or therapy activities ...(sorry I don't know which it is for you)? ... squirrel ... (yes I might have a little - who doesn't these days)</humor>. Also another idea> To Do Lists could be Plan titles and Research Log could be enacting the plan. Moving To Do list from homepage to Planner/Dashboard could also make it more useful.
How would solving this challenge improve your experience?
It might make Planner feature more useful - and possibly help keep research more organized...? Something to refer to within the app rather than creating a log in some other app/solution? Yes, I realize Change Log tracks which records I/others attach to person profiles and gives me the opportunity to make Research/conclusion notes there. But if I were more organized, methodical or perhaps a professional researcher (yes I realize they probably have/use other solutions) - having the option built-in the site could be useful...?
I think, therefore I have Ideas.
chirp ... chirp ... no one here but us crickets.
Along the lines of this Idea - I would propose - if Helper/Helpful Resources> Planner is to be more useful that the entire thing be moved to the Home page and move most of the current items (excepting Temple and To Do List) to a new Social tab. I do not have any social networking app to connect to FamilySearch and therefore do not social post items of genealogy interest - though blogging would be helpful in some instances - maybe. I do get the notification of Memory items posted/added by other users - which takes up a majority of the Home screen. I would prefer to have the social items moved to a separate tab - or let me choose which widgets I have on the Home screen. But In reality I would rather like to have the Planner and some other Dashboard items there on Home - or separated into several tabs (Home, Discovery, Social, etc.)
I think I would use Planner more if this were the case.
I actually have a more Ideas...0
Disclaimer: This is my personal opinion only. I am not saying this from any official capacity.
Planner is only available to Temple and Family History consultants. I would guess that this is a rather small group of people out of all the FamilySearch users. Having consultant materials in the helper section makes sense to me. It also allows for the hints, notes and plan to be separated by the person you are helping.
The Home page To-Do list already seems like a place one could build and maintain a research plan. I don't know, since I have never used this. Due to the collaborative nature of Family Tree, I like keeping my records outside of FamilySearch, especially while researching. Whether I am doing work for myself, a client (I am a professional researcher), or helping someone in the ward, I use my own research plan and log, usually in a document or spread sheet. I "share" the conclusions I have come to by updating the Tree one person and one item at a time for my own personal research and give my conclusions to those I am helping and they can update the Tree if they choose.1
@MaileLoveland I can appreciate that arrangement (outside FamilySearch). The planner exists on all accounts -in a free account it's under Helpful Resources> family history dashboard> planner. The features do exist (I shouldn't complain) but are scattered - I would just like the research/project tools gathered on a more available tab. I like the idea that's kind of on the current homepage - widgetizing some features - but I would just like to be able to select which are on the homepage and which are on different tabs.0