Tip #4 Find Things Quickly And Easily (Save Hours!)

  • by Urszula Richards
  • 5 February 2018
Tip #4 Find Things Quickly And Easily (Save Hours!) onlineiq blog

Find Things Quickly And Easily (Save Hours!)

Tip: Create and Standardise Naming Conventions For Your Folders

Why: Most of us have files and folders scattered across many real and virtual (cloud) places. By creating standardised naming conventions, we will know where to look for and find those important documents. Cloud or no cloud, a business structure and naming system of files and sub-files make a huge difference to being able to find what you need when you need it.

  1. Make a list of all the areas of your business and put them into the bigger Master Folder ‘buckets’. For example for me, my big ‘buckets’ are Corporate, Distribution, Production, Clients & Personal
  2. Create subfolders within these Master Folders. Examples of what I have in Corporate are – HR, Financials, Insurance, Assets
  3. Go through all of your folders and put them into this hierarchical structure
  4. Use the same structure and naming conventions across all of the tools that you use – eg. On your computer, your Email Folders, Google Drive, Dropbox, Evernote, Business Systems etc

If you need help with any or all of this, you can, of course, get in touch!

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