How to create a simple filing structure that works
Having a workable system or workflow is hard to come by. But if you step back and understand what would make your filing structure better, then you can efficiently work towards making it happen. In today's episode, I go over some tips that could make it easier.
Transcript
when it'd be great if you had a
simplified filing system so you could
actually just look at it and know
exactly where everything was well today
I'm going to share a tip with you hi my
name is K I'm Mac junkie and a tech
minimalist and I help my clients
organize their technology so they can
free up their time so today I actually
had a coaching client coaching session
with a client of mine where we were
trying to figure out what was the best
way to organize his files when he looked
at my system he realized that he could
probably work for him so we discussed it
a little bit and we kind of put my
system my filing structure to work for
him so I we basically all have three
areas of our lives we have a work area
where we're working for somebody or
working for ourselves we have a business
area if we work for ourselves obviously
we need a business area and we have a
personal area a personal is kind of
pretty obvious so you would have you
know like your utilities and your
passport and anything to do with your
personal life in there housing etc now
obviously in these three areas three
three areas of the of the hierarchy you
could have as many folders and as many
subfolders as you want but I try to keep
them to a minimum the business folder is
anything to do with my business so
contracts templates that you that I
probably would use ndas that I actually
have anything to do with my business I
would basically put into that area again
you can sub organize these now my
clients area or my work folder so I'll
put my todoist up here and my clients
fold it sorry my Google Drive folder up
here as well so you'll see the
difference so in the work folder work
area I should say it's to do with my
client so anything to do with my client
so I clients
basically has a folder and within each
folder if there's anything to do with
that client whether
it's images or files or contracts or
invoices sometimes I'll put invoices in
there that they've signed and stuff like
that I basically put into that folder so
if you keep to this hierarchy you'll
find that whenever you want to go and
search for something you want to find
something you can go to that area and
find it pretty much straight away you
don't have to keep hunting and searching
all did I put it here today
put it there etc you have three areas
you work on that one area at any one
time and you work on that client or that
part of your business so you would be
specific into being in what area you
need to be in that makes any sense
anyway that's the episode today I hope
you're having a great day it is the
weekend so I will see you on Monday hope
you have a great weekend and as always I
forgot this yesterday as well as always
keep it simple and remember there's only
three areas you need have a great week
and see you then