How to Use the Planner
To access the Planner, first go to Helper Resources. You’ll see a section of the page titled “People You Are Helping.” This is where you either enter the Planner for the person you are helping—or request permission to begin helping someone new.
Once you enter, you’ll find a navigation bar for initiating a variety of tasks. These include viewing the person’s family tree, taking notes, exploring discovery activities, asking for help, planning for a personalized family history experience, and more.
Below you’ll find a more detailed description of the Planner’s many offerings.
People You Are Helping
This is the section on Helper Resources that lists the names of the people you are helping. The people list has been organized into 3 categories:
- People who have accepted your helper invitation.
- People you have invited but are still waiting to hear from.
- People whose names have expired from your list.
If a person has already accepted you invitation to help them, you can click their name. You will immediately enter the Planner on their behalf.
Otherwise, you’ll need to wait. Instructions for adding someone new to the Planner are next.
Add Someone to the Planner
To add someone to the Planner, simply click the button titled Add Someone to the Planner. You will then have the option of either sending the person an invitation by email to join your list—or adding the person to the list yourself by entering his or her username and helper number.
Of course, this second option assumes you have spoken to the person and obtained the information in advance.
Note: A helper number is an identification number that allows you to use FamilySearch.org on behalf of someone else. A person is assigned a helper number as soon as he or she creates an account. It is listed under Settings.
If you decide to send the invitation by email, you will receive a notification informing you when they accept. The person’s name will shortly appear in the list titled Added or Accepted.
The names of people you are helping remain on your list for one year. A notification appears when that year is about to expire. It includes an option for renewing your access, in case you’re still helping.
Removing a Name
To remove a name from your list, simply hover the mouse cursor over the name, and click the Delete icon.
If using a mobile device, select the name and slide left. This reveals the Delete icon. Tap the icon to delete the name.
Entering the Planner
Selecting a name will take you to the Planner. The information you see will be specific to the person you are helping, as will the notes and any plans that you record.
Navigation and Display of Planner
Within the Planner, the name of the person you are helping is published in a green banner at the top of the page. Clicking the white X will end your helper session with that person and return you to the Helper Resources page.
The Navigation panel appears on the left-hand side of the Planner. It offers quick access to the following tools and resources:
Discovery Ideas. These will have been tailored to the person you are helping. Use them to find details about ancestors, record hints, and temple opportunities connected to FamilySearch Family Tree.
- The items under Discovery are activity-based and intended to help build connections with family and ancestors on both sides of the veil.
- Hints provide information that may lead to something interesting or inspiring for the person you are helping.
- Temple opportunities make it easy to quickly find an ancestor awaiting ordinances and to identify duplicate records.
- Tree. This is an expanded 7-generation tree view that shows the name of each ancestor. It comes with 7 different data-filtering options.
- Notes. This is a place to record key findings and impressions. The thoughts you record here will be saved and available the next time you visit the Planner.
- Plans. This is a printable template that you can use to draft and outline your lesson plans. It includes a map of the relationship path between the person you are helping and the ancestor you are researching.
- Help from Others. This is a tool for connecting with other helpers who have already volunteered their assistance. Use it to ask questions and seek advice from others.