Family Tree

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Record your family lineage including distant family members using this ClickUp Whiteboard template. See the family roots, how it has grown and where you came from.

Tracing your family tree can be an exciting and rewarding experience. With ClickUp's family tree template, you can create a collaborative and organized workspace to store all your research and insights in one place.

This template helps you:

  • Organize, store, and collaborate on genealogical research
  • Track family milestones such as births, marriages, deaths, and more
  • Visualize your family tree as it grows with easy-to-understand visuals

ClickUp's family tree template is the perfect way to get started tracing your lineage—all in one place!

Benefits of a Family Tree Template

Creating a family tree can be a great way to connect with your family history and learn more about your relatives. Here are just some of the benefits of creating a family tree template:

  • Organizing your family tree in an easily accessible format
  • Discovering more information about your ancestry
  • Building a better understanding of your family’s past
  • Providing a snapshot of your family’s unique history

Main Elements of a Family Tree Template

ClickUp's Family Tree Template is designed to help you track family members and their relationships. This Whiteboard template includes:

  • Custom Statuses: Create tasks with custom statuses such as Open and Complete to keep track of the progress of each family member and their relationships
  • Custom Fields: Categorize and add attributes to manage your family tree and easily visualize the different family branches
  • Custom Views: Open 2 different views in different ClickUp configurations, such as the Whiteboard and Start Here so that you can hit the ground running
  • Project Management: Improve family tree tracking with tagging, nested subtasks, multiple assignees, and priority labels

How to Use a Family Tree Template

Creating a family tree is a great way to learn more about your family’s history and heritage. To get started, follow the steps outlined below:

1. Gather information

Before creating your family tree, it’s important to gather as much information as possible about your family’s history. This includes names, dates, places of birth, and any other pertinent details.

Create a Doc in ClickUp to collect and organize all the information you have about your family tree.

2. Start with yourself

The starting point for your family tree should be yourself. Write your name at the center of your page and then begin adding the names of your parents and other family members.

Create tasks in ClickUp to add names, dates, and other relevant information for each family member.

3. Add branches

As you add more family members to your tree, you’ll want to add branches that connect them to each other. This will help you keep track of the relationships between different family members.

Use Table view in ClickUp to create a visual representation of your family tree and track how each person is related to one another.

4. Include other details

In addition to names and relationships, you may also want to include other details such as dates of birth, marriage, death, and other events. This will help you build a more complete picture of your family’s history.

Create custom fields in ClickUp to track dates of birth, marriage, death, and other events for each family member.

5. Research your family history

If you don’t have all the information you need, don’t worry—there are plenty of resources available to help you fill in the gaps. Check out websites such as or search online for public records.

Create tasks in ClickUp to research your family history and find any missing information.

6. Share your family tree

Once you’ve created your family tree, you may want to share it with other members of your family. Consider creating a copy of the tree and sending it to distant relatives or posting it online so everyone can access it.

Send your family tree to other relatives via Email in ClickUp.

Get Started with ClickUp's Family Tree Template

Genealogists can use this Family Tree Template to help everyone stay on the same page when it comes to documenting family history and tracing ancestry.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to create a family tree:

  • Use the Whiteboard View to brainstorm and organize ideas for your family tree
  • The Start Here View will provide you with a template to start building your family tree
  • Organize tasks into two different statuses: Open, Complete, to keep track of progress
  • Update statuses as you create your family tree to keep stakeholders informed of progress
  • Collaborate with family members to obtain accurate information for your tree
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Family Tree Template Today

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