Setting Up Your FHnotebook: Categories

In the last post I explained how to set up some notebooks to help you organize your family history research in your FHnotebook account. Today I’m going to explain how you can use another FHnotebook feature, categories, to help you find what you need even more easily.

What Categories Are

Categories are like filters or tags you can assign to anything you put in FHnotebook—notebooks, sections, documents, and tasks. When you click on a category, you can see everything that you’ve flagged with that category. You could, for example, flag all the birth certificates you find with a “Birth Certificate” category—then when you want to find birth certificates, you can find them all at once, but you can also keep those documents organized by family in your notebooks and sections.

You could do this for decade, century, or country of origin. You could use this to flag all the tasks you want to do on a research trip that involves several family lines. You can do it for anything at all, so long as it helps you keep your family story organized in a way that makes sense to you. Here’s how it works.

How to Set Categories Up

To start using categories, click the “Organization” button along the bottom of the FHnotebook frame. The button looks like this:

After you click that button, two new buttons will appear. Because we’re working on categories, click the “Add New Category” button. It looks like this:

Then you’ll see a window that asks for the category title. Type in the title and then click “Save” at the bottom of the window.

Your category will appear in the “Categories” view of your FHnotebook account. Anytime you create a category, it will show up here. Anytime you add something to FHnotebook, you can flag it with a category (or categories) from its details screen. You simply click “Categories” and pick all the categories you want to flag the new item with.

You can add as many categories as you want to any item. If it’ll help you keep your family story straight, you can do it—that’s the whole point of Family History Notebook.

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