Category: Sources and resources

Methodology, Sources and resources

How to build a genealogy timeline in Notion (with linked views)

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Track your ancestors, spot gaps and tell clearer stories – all by using one Notion database,

Why I needed a new timeline tool

I have over 11,000 people in my family tree. Even using family history software and online family trees, I still find it difficult to visualise the big picture. That’s why I’ve been using Excel for timelines. It handles large datasets and allows flexible views.

But once I began using Notion for research planning and notes, I had to test whether a genealogy timeline would be a useful tool for organising my family history research. It is—and it’s now one of my favourite tools. In this post, I’ll show you why a timeline in Notion is useful, how it complements Excel, and how to build one yourself.

If you’re new to using Notion for genealogy, read my earlier posts in this series first to set up your foundational databases and projects.

Why timelines help your genealogy research

Timelines are not just lists of events. A good genealogy timeline helps you:

  • Understand how people, places, and events are connected
  • Track movement patterns and shared locations
  • Reveal missing information or research gaps
  • Spot errors and inconsistencies
  • Plan your next steps more effectively
  • See individuals in their family, historical and social context
  • Compare individuals, families or generations across time
  • Tell richer, more accurate stories.

Timelines are a powerful way to visualise your family tree, and track events in chronological and geographical order.

Illustration of a family timeline with colourful, stylized figures representing different generations. The text reads: 'One timeline. Every ancestor. Track your family history in Notion.

Why build your timeline in Notion

If you’re already using Notion for research planning and note taking, adding a timeline makes sense. But you don’t need to create multiple timelines. In fact, it’s better to build just one.

Notion’s database features let you:

  • Keep all events in one master timeline
  • Filter and sort views by surname, location, grandparent line, and more
  • Use linked views to display custom subsets on different pages
  • Keep individuals in context—across families, places, and family lines
  • Avoid duplication and minimise data errors.

By including everyone in the same timeline database in Notion, you can see the big picture and also streamline your genealogy research workflow.

This does not mean you no longer need timelines in Excel or another program. Those timelines will still be useful, for different purposes. I will explore these other types of timelines in other articles.

Extract from a genealogy timeline in Notion showing 8 columns and 7 events, with colour coding for place names and surnames.
Extract from my Notion timeline

Essential elements of a genealogy timeline

As a minimum, your genealogy timeline should include:

  • date (best as a year)
  • place (ideally split into three columns)
  • person/people
  • event.

You can enhance your timeline by adding:

  • surnames
  • relationship to you
  • grandparent line
  • event type
  • family tree ID number
  • source citations and notes.

Step-by-Step: Create your genealogy timeline database in Notion

Set up the database

  • Go to your Notion Home Page.
  • Type /database – full page and select it.
  • Rename the table to Timeline.
  • Click the column title and rename the first column as Event.
  • Add the following columns (Notion calls them ‘properties’):
COLUMNTYPEPURPOSE
2 – YearNumberSort chronologically
3 – CountrySelectEnables location filtering
4 – County/StateSelectMore specific filtering
5 – Town/Suburb/VillageTextPrecise place name
6 – GP lineSelectOne or your 4 grandparent lines
7 – PeopleTextNames of individuals involved
8 – SurnameSelectIdentify the family line
9 – Event typeSelectBirth, death, marriage etc
10 – IDNumberUnique identifier number
11 – Relationship to meSelectFilter by generation, e.g. parents or 2x great grandparents

Tip:

Use ‘Select’ type where dropdown lists are helpful. Use ‘Text’ type for long or messy lists like place names or ancestors.

Explanation of key columns

  • Event (Column 1): Each entry in column 1 creates a page, so each entry in that column needs to be unique. That is why I do not put the Year in column 1 (as you will have multiple events for a year). Be consistent with the format, e.g. [event] [first name][surname].
  • GP line (Column 6): Lets you filter events by grandparent line.
  • Surname (Column 8): Helps group events for a family line.
  • Event type (Column 9): Reveals missing event types (e.g. no birth record).
  • ID (Column 10): Links to the profile in your family history software.

You can rearrange columns by dragging them. I move Year to the left of Event so the timeline displays in chronological order (the Year column still stays as column 2, even if it is in a different place).

Adding information and new events to the timeline

To add a new event:

  • Open the Timeline Database Page
  • Click + New Page (at the bottom of the table)
  • Fill out the relevant fields.

You can also add events from any linked view of the Timeline database, or automate entry using a macro button (explained in Family History Macro Buttons in Notion).

Using linked views for custom timelines

Use linked views to create filtered versions of your timeline on any page. These linked views are always synced with your main genealogy timeline database, making Notion a great tool for family history research planning and analysis.

Grandparent line example

To create a filtered timeline by GP line:

  • Open one of your grandparent line project pages
  • Type /linked view database and press enter
  • Search for and select the Timeline Database
  • Click on the Filter button (3 lines, top right)
  • Filter by GP line and choose the relevant line.

Repeat this process for all of your grandparent line project pages.

Country or place example

To create a filtered timeline by location:

  • Open a project page for a country
  • Insert a linked view as above
  • Filter by Country or County/State.

This gives you location-based timelines to track movement patterns and solve a variety of research challenges.

A family history research tool

Timelines bring structure and clarity to your family history.

Building a timeline in Notion helps you organise data, identify research leads, and stay focused. It helps you:

  • Track events across family lines, times and places
  • Spot gaps and inconsistencies, and identify research leads
  • Connect research notes and planning in one workspace.
  • Use it alongside your Excel timelines for maximum benefit.

Read more about genealogy timelines. Watch this space for future articles on timelines and more demonstrations of uses of Notion for genealogy.

Check out my comparison of genealogy timeline tools.

If you want to read more of my work, you may like my book, The Good Genealogist.

Sources and resources

Create a resources page in Notion for family history research

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If you are using Notion for family history research, you may notice how quickly your Home Page can become cluttered and crowded. Templates, checklists and research tools are useful, but they don’t all need to be on the Home Page. The solution? Create a dedicated Resources Page in Notion to keep your genealogy workspace clear, focused, and easy to navigate.

This is Post 9 in my Notion for Family History series.

Why have a family history Resources Page?

Your Home Page in Notion is the starting point or dashboard for your family history workspace. It should take you directly to the next step in your research workflow. It might include a few summaries or shortcuts, but cramming it with everything you use regularly can make it overwhelming.

Instead, store all those helpful extras like tools, templates, checklists, examples and shortcuts, on a separate Resources Page. Then add a link to it from your Home Page.

These steps assume you’re familiar with the basics of using Notion and have begun using it for family history research. If not, check out the earlier posts in this series.

Create a Resources Page

Option 1: As a sub-page of your Home Page

  • Open your Home Page
  • Find a spot where you’d like to place the link to your Resources Page
  • Type /page to create a new sub-page
  • Name it Resources, add an icon and cover image.

Option 2: As a main page

  • From any Notion page, click on the new page icon (pencil in a box) in the lefthand sidebar next to your name.
  • Name the new Page ‘Resources’, and add an icon and cover image.

I prefer Option 2, because it adds a link on the sidebar under your Home Page. However, if you use Option 1, you can add a link to the sidebar by marking the page as a favourite.

To add a ‘favourite’ link on your sidebar:

  • Navigate to the page you want to link,
  • Click on the star icon in the top-right corner of the page.

Set up your Resources Page

Use block formatting and columns to organise the content of the page in a way that works for you.

Use sub-pages to organise your resources

You don’t need to cram everything into a single page. Create sub-pages for different resource types. Here are some suggestions:

There are two ways to create your sub-pages:

Option 1: Add Pages Directly

  • While on your Resources Page, type /page

Option 2: Use a Database

  • While on your Resources Page, type /database – inline and choose ‘New empty database’
  • Name the database
  • In the first column, add each sub-page as a new entry.

You do not need to add any other columns/properties.

Why use a database?

You can create a gallery view of the database which displays your sub-pages as cards with cover images. This is visually pleasing and you can navigate to a sub-page by clicking on the relevant gallery image.

Example of a Resources Database in Gallery view.

Create a Gallery view of your database

Any database can be shown in gallery view, provided you have added cover images to each page.

  • Make sure that you have added a cover image to each sub-page.
  • Click the tab on your database labelled Table.
  • Click on Duplicate to create a copy on a second tab.
  • A box will appear. Rename the new Tab to Gallery.
  • Click on Layout and select the Gallery icon.

Recommended settings:

  • card preview = Page cover
  • card size = Small

Click outside the box to automatically save your changes.

You will now have two tabs in your database – one in Table view and the other in Gallery view.

More formatting tips for your Resources Page

Use a heading styles for each section. Then you can insert a Table of Contents to aid navigation within the page (type /toc).

Use Callout blocks to group common elements, such as your macro buttons. This makes it easier to copy and paste these blocks to other pages.

Use Toggle lists to collapse sections of text and reduce visual clutter — great for longer lists or instructions.

Add reusable checklists that can be easily copied and pasted to other pages in your workspace.

Example of a Callout block containing macro buttons. This is useful for copying all of the buttons in one click. You can also copy just one button by clicking to the left of it.

Add existing pages to your Resources Page

You may already have pages in your Notion workspace that should be sub-pages of your new Resources Page. You can move them to your Resources Page.

  • Open the page that you want to move.
  • Click on the 3 dots in the top-right corner and select ‘Move to’
  • Select your Resources Page if you are not using a database, or
  • Select your Resources Database if you are using one.

Add your Source Citations Database

If you have already set up your family history Source Citations Database, you have two options.

Option 1: Link it

  • Do not move it. Just add a link on your Resources Page to your Source Citations Database page.

Option 2: Make it a sub-page

  • Move your Source Citations Database to the Resources Page (see above).

While you could move the Source Citations Database into the Resources Database by first moving it to a new page, I advise against doing so. I suspect that it would upset relations between your Source Citations Database and your Research Notes Database.

A well-organised Resources Page in Notion can save you time, reduce clutter, and make your family history research more efficient and enjoyable. Keeping your checklists, templates and other tools in one dedicated place ensures that your genealogy workspace stays focused and easy to use.

If you are enjoying my articles, you may also enjoy my book – The Good Genealogist.

Sources and resources

Manage source citations in Notion

generationsgenealogyaus

Depending on the type of family history information you store in Notion, you may need to include source citations. Here is a discussion of how that could be achieved.

This is Post 8 in my Notion for Family History series.

Where should you store family history source citations?

Source citations should ideally be stored in the same place as the information that you extract from them. This assists in further research and documentation.

A lot of family history information is stored in family history software or online family tree, so it is logical to store your master list of source citations there.

However, some family history research is not documented in a family tree. If you store that research in Notion, then it would be good to store your citations for that research in Notion.

Family history research notes in Notion

Family history research in Notion requiring citations might include:

  • research notes about a place, theme, family or person
  • notes from a book, journal article, website
  • analytical notes
  • draft evidence summaries and evidence arguments
  • preparation for a lecture or workshop.

Citing sources in Notion

Unfortunately, even though it is a note-taking app, Notion does not provide a footnoting system. Footnotes have to be added manually.

The simplest approach to managing source citations in Notion is to include footnotes and a list of references on each Notes page.

Add the numbers manually at the end of a sentence and then type the citation in footnote format at the end of the Note.

The problem with this option is that each Note has its own set of citations.

Of course, you may have some Notes where all the information came from a single source. For example, notes from a book. For such Notes you may choose to add the citation as another column in your Notes Database. However, that does not work for Notes that draw on multiple sources.

Set up your Source Citations Database

You can collect all the source citations used within your Notion workspace in a Source Citations Database and ‘relate’ it to your Notes Database.

You will first need to set up your Foundational Databases, or, as a minimum, a Notes Database. Instructions provided in my article, Manage family history projects with Notion.

Instructions

Click on your Home Page under the title somewhere. Or, if you have already set up a Resources Page you could add the Source Citations Database on that Page.

Type /data and a list of database-type blocks will pop up. Choose the second one, Database – Full Page.

This will open up a new Page with an empty Database on it.

The light grey text on this new Database Page that says Untitled is both the name of the Page and the name of the Database. Click on it and name it Source Citations.

Hover your mouse above the title and click on the text that says Add icon. Click on the dot to choose a colour, then choose an icon for source citations. I just use the asterisk symbol.

Next you add columns to your Database.

Column 1 is automatically called Name. Change that to Title 1.

Add new columns (called Properties in Notion), by clicking on the + sign next to the existing column. The Property type determines the kind of data you can enter in that column and how it is formatted.

Add six columns, with the Text Property Type.

Column 2 – Rename the column as Short Citation.

Column 3 – Author

Column 4 – Location

Column 5 – Publisher

Column 6 – Year (note, do not choose date format as it does not allow you to just insert a year)

Add column 7, and choose Select as the Property Type. This allows you to type a list. Rename it to Tags or Keywords. You will be able to use this column to filter the database by the tags or keywords.

Add two more Text columns.

Column 8 – Title 2 (Some source types, such as journals or websites need two titles)

Column 9 – Full citation

Separating each part of the citation into a different column allows you to sort and filter by those columns, which you will find very useful. However, it is also useful to have a column containing the full citation for when you want to copy and paste it.

Every citation that you add to the Database will get its own Page, but you do not need to do anything further with these pages.

Connect it to your Notes Database

Open your Notes Database (click on link on your Home Page).

Add another column by clicking on the + sign in the header row of the Database. Choose Relation as the Property type. That will bring up a list of Databases that you have in your workspace. Choose Source Citations (your new database), then select Two-way Relation, and click the blue button labelled Add relation.

You have now related your Notes Database and your Source Citations Database to each other.

Assigning Notes to Source Citations

Although the two databases are related, you still need to assign a Note to a Citation.

In the Notes Database, click on the row for the relevant Note in the column labelled Source Citation. Search for the appropriate citation and select it.

Alternatively, in the Source Citations Database, click on the row for the relevant citation in the Notes column. Search for the appropriate Note and select it.

Example (extract, not all columns are shown)
Notes in the first column are assigned to the citations in the fifth column

You can assign multiple Citations to each Note, and have multiple Notes assigned to a Citation.

Assigning a Citation within a Note

The process described above only assigns a citation to a Notes page. It does not add the citation to a piece of information within the Note.

To assign a citation to a specific piece of information within a Note, you could:

  • Use footnotes and add a page link to the citation inside the footnote (see image below), or
  • Use the Harvard referencing style and put the Short Citation (Author, year) in brackets at the end of the sentence. This option does not add a page link, but I find it sufficient in most cases.
Example, manually added footnotes with page link to the Source Citations page.

Let me know if you try this out and have any suggestions for improving either the process or the instructions.

Sources and resources

Manage your family history blog using Notion

generationsgenealogyaus

Notion is a great project management tool. It is not just useful in planning your research, you can also use it to write articles about your research. Here are two ways that you can manage a family history blog using Notion.

You can use Notion to:

  • store a list of your family history blog post ideas
  • write the draft posts
  • gather images
  • plan and draft social media posts
  • track progress
  • store copies of the final blog post and links to social media posts.

The foundational databases provide the project management structure for all types of projects, including writing projects. You do not need to construct any additional databases. If you have not already set them up, instructions are provided here.

The four foundational databases are: Projects, Research Questions, Tasks and Notes.

Option 1: Website is the Project

Create a project for your website in the Projects Database.

You could use the Research Questions Database to list each blog post and link them to Tasks and Notes. However, I it may be less confusing if you create a Note for each blog post in the Notes Database and link them to the website Project.

I find it useful to use the title of the blog post as the title of the Note. The title of the Note can be amended as work progresses.

Family history blog post tasks

Create Tasks for each blog post for any actions that you want to track.

You could just have one Task – ‘write [title] blog post’. Or you could break the process down into multiple tasks, such as:

  • Research for [title] blog post
  • Prepare draft [title] blog post
  • Finalise [title] blog post
  • Create social media posts for [title] blog post.

Keep each Task title unique, as this will help you track progress in your linked databases. I do this by putting part of the blog post title in the task names (see [title] above).

Make sure that you link each Task to the Note for the relevant blog post. That will allow you to filter or sort your linked databases to show Tasks for a particular post.

Tracking progress on blog posts

If you choose to just have one Task for each blog post, consider adding a To Do checklist on the Notes pages to help you keep track of your work.

The Tasks Database is already set up with tools to mark individual tasks as completed. However, you also need a way to mark off a blog post as completed.

Add a checkbox property column to your Notes database, called Archived or Completed. Use it mark off a blog post Note after it has been published. You will not lose the archived Notes. They remain in your Notes database.

Create a linked view of your Notes database on the page for your website project. Instructions are provided in Plan your family history with Notion. Add a second tab with a copy of the database. On the first tab, add a filter so that it shows Notes that have not been archived. On the second tab, add a filter so that it shows Notes that have been archived, i.e. published blog posts.

Option 2: Each family history blog post is a Project

Another option is to create a new Project for each blog post. I personally prefer this option, but both work fine.

If you choose this option, you can use the Type property column in the Projects Database to identify all of the Projects that are blog posts. Just add another type, such as Blog post.

Then create Notes and Tasks for each blog post, similar to Option 1.

You will still need to add a checkbox to mark off completed posts, but for this option you would add it to your Projects Database instead of your Notes Database. I also added a Status property column to my Projects Database (see image below).

Extract from an example Projects Database, where each post is a Project.
Only one task is listed per project in this example, but you could have many.

More tips

Consider creating a template for your blog post Notes pages, to help you create quality blog posts. This could include headings such as topic, draft titles, opening paragraph, list of images, internal and external links.

Consider adding a checkbox property column to your Notes database and/or your Tasks database to identify Notes and/or Tasks that are related to blog posts. This will help you filter for all blog Notes and Tasks. You could also use a different icon on Notes and Tasks that are blog related.

Use a keywords property column in your Notes Database or Projects Database to record the subjects of each post. This will allow you to filter for posts on each subject and view how many blog posts you have written (or have planned) on a particular subject.

After you publish your blog post, add the URL to the Notes page for that post. You could also add a property column to your Projects Database (for Option 2) or your Notes Database (for Option 1) to store the link.

Back to the Notion main page on my website for more articles.

Sources and resources

Plan your family history research with Notion

generationsgenealogyaus

You can use Notion to create a master family history research plan which is linked to your research notes. You can also generate a list of high priority research tasks, and shortcuts to your favourite projects and notes. Here is how to do it.

Firstly, you need to have your foundational databases set up with some projects, research questions, tasks and notes in them. Instructions are provided in my article, Manage family history projects in Notion. You will get a better idea of how the planning tools work if you have at least four projects, and 5-10 questions, notes and tasks.

All of the tools described below are created using what Notion calls ‘linked views’ of databases. So, step one is to learn how to create a linked view!

How to create a linked view of your databases

Use ‘linked view databases’ to make copies of data from your foundational databases and display that data in different ways on multiple pages.

Any changes made to the content or properties (columns) of the linked view will also change the content or properties of the foundational databases. Similarly, any changes made to the content or properties of the databases will change the linked views. This is very useful for maintaining data integrity and it also saves you time.

A linked view can reference one of the databases, two, three or all four.

  1. To add a linked view, type /linked view of database where you want the table to appear or type /table and select Table view – database.
  2. Then choose the database you want to get data from. If you want to incorporate data from multiple databases, choose the one you want to appear in the lefthand column of the new table.

Instructions from the Notion website.

The following examples demonstrate how you can format the table – including changing from a table to a list.

Create your master research plan

A master research plan on your Home Page will show where you are up to and help you focus on high priority tasks. It will also help you find the relevant pages within your Notion workspace.

A research plan sets out the tasks that are needed to answer a research question or test a hypothesis. Some researchers also use a research log to record what they find. This Notion master plan combines a plan, a log and your research notes. This will help make you super-efficient!

The Plan page on my website has articles about research planning.

Using Notion means that you do not need to have multiple research plans. You can use your four foundational databases to create one master plan for all of your research. This helps you be more strategic in your research, identify priorities and track progress.

  1. Go to your Home Page. Click where you want the master research plan table to appear. This table will need the full-page width, so do not put it in a column.
  2. Create a linked view database in Table View (see above) and select your Tasks Database. This will place the tasks in the lefthand column of the table. This is useful, as tasks are the operational focus of research.
  3. Click on the 3 dots to the right of Title of the Table (between the word Table and columns) and click Hide Database Title.
  4. Add a row above the Table and add a heading: Type ## hit enter, then type Master Research Plan
  5. Click on the Tab in the top left corner of the Database where it says Table, and click on Duplicate to create a copy on a second tab.
  6. Click on the first Tab again, then right click the tab, select Rename, rename the tab as High. Click on the second Tab and rename it as All Tasks. This second tab is an unfiltered copy of the database, which saves you having to go to another page when you want to look at the full database.
  7. Click on the first Tab again to select it. You now need to add a filter so that it only shows the high priority tasks. Click on the 3 dots in the top right corner of the master research plan, click on Filter to open the + Add filter box, then click on Priority to add that as the filter. You can also add a filter by clicking on the Filter Button, which looks like three horizontal lines (see image below).
  8. This adds a Priority filter button, which appears just under the tabs (see image below). Click on that button and a list of your priorities (High Medium Low) will appear. Click the checkbox next to High. Click outside the popup box to close the box and save your changes.

You have now set up a filtered list of your High Priority Tasks.

Empty master research plan in Notion with an arrow pointing to the filter button.
An empty master research plan, showing the filter button.

When you look at a task in this table, and scroll along that line, you will see which research question and project the task applies to. You will also see the notes page where you will record your notes for this task. This gives you fast and easy access to each of these pages.

If the associated questions, projects or notes do not appear in your master plan:

  • Check that you have set up your foundational databases and added pages to each database correctly.
  • You can may not have assigned them to each other. You can assign a task to a project from this table by clicking on the cell in the Research Projects column and selecting the project name. Similarly, you can assign a task to a research question by clicking on the cell in the Research Questions column and selecting the relevant research question.

Other tips

You can also create new pages from this table. For example, if you do not have a notes page for a task, you can create one by clicking in the cell in the Research Notes column and typing the name of the new note.

You can change the order of the columns in your master plan if you wish, by drag and drop. I like to have column 1 as Tasks, column 2 as projects, 3 as research questions and 4 as notes.

Create a gallery of research projects

A gallery view of your projects on the Home Page provides an easy way to access your projects quickly. When you created your project pages, I suggested you add cover images. It is these images that appear in the gallery view.

  1. Go to your Home Page. Click where you want the gallery to appear.
  2. Create a linked view database in table view (see above) and select your Projects Database. This creates a copy of that database on your Home Page.
  3. Click on the tab where it says Table, select Edit View, then select Layout, then click on Gallery. The table will change to show a box or card for each project.
  4. Click the three dots in the top right corner and select Layout again to adjust the settings: change ‘card preview’ to Page cover and ‘card size’ to small or medium.
  5. Now add a filter so that the gallery just shows the projects for your grandparent line projects.
  6. Click on the 3 dots in the top right corner of the gallery, click on Filter to open the + Add filter box, then click on Type to add that as the filter. You can also add a filter by clicking on the Filter Button, which looks like three horizontal lines (see image above).
  7. This adds a Type filter button, which appears just under the tabs. Click on that button and select Names. Click outside the popup box to close the box and save your changes.

If you wish, you can repeat the process to create a Gallery view of your Country Projects (select type = Places) as a new table below it, or you can add that as a new Tab on this table. And you can add another gallery view table, or tab view, for your other research projects (select type = Theme).

Tip

You can change the order of your projects in the gallery by drag and drop.

Create lists of favourite projects and notes

You will end up with a lot of pages in Notion, so you may want some shortcuts on your Home Page to current projects and notes. You could add these by adding links to each one, or you could use a linked view instead!

If you followed the instructions in Manage family history projects in Notion, you already have a Favourites column in your Notes Database and your Projects Database.

  1. Go to your Home Page. Click where you want the list of favourite projects to appear.
  2. Create a linked view database (see above) but select List view instead of Table view. Then select your Projects Database.
  3. Now add a filter (see above). Click on Favourite as the filter and when it gives you the options of Unchecked and Checked, select Checked.
  4. Now you have a list of the projects you had selected as favourites. If none appear in the list, go to your Projects database and select some.

Repeat the process to create a list of your favourite notes pages, by selecting the Notes Database.

Create more tables on your project pages

Your master research plan contains all of your projects, questions, tasks and notes. It is also useful to have a subset of the master plan on your project pages.

  1. Open the page for your paternal grandfather project. You can do this by clicking on the relevant image in the gallery view you created on your Home Page, or by clicking on the project in the Projects Database.
  2. Follow the instructions for the master research plan (above), up to and including step 3. Inserting a replacement heading is optional.
  3. Now you need to add a filter so that your table only shows tasks for your paternal grandfather project.
  4. Click on the 3 dots in the top right corner of the table, click on Filter to open the + Add filter box, then click on Research Projects to add that as the filter. You can also add a filter by clicking on the Filter Button, which looks like three horizontal lines (see image above).
  5. This adds a Research Projects filter button, which appears just under the tabs. Click on that button and a list of your projects will appear. Click the project for your paternal grandfather line.
  6. Click outside the popup box to close the box and save your changes.

Repeat this process on your other three grandparent line project pages, and on any other project pages that need a subset of the master plan.

Tips

Drag and drop the Research Questions column so that it is column 1, then Tasks as Column 2 and Notes as Column 3. This make it easier to plan and conduct research.

Hide columns if they are not important in this view or to make the table fit onto a page without having to use a scroll bar. Click on the 3 dots in the top right corner of the table (or list or gallery), select Properties, then click on the black eye next to any property/column that you want to hide (e.g. Research Projects). Hidden columns get moved to the bottom of the list and the black eye turns grey. (More tips on filtering in another article, soon).

Back to the Notion main page on my website for more articles.