Keep folders unique: Make sure there’s no overlap in what goes into your folders (e.g., there shouldn’t be two places you’re keeping invoices for the same project). Think of folder names as keywords: Keep in mind that you can search for files using folder names the more specific, the more quickly you’ll find what you’re looking for. ![]() Or, even better: save yourself from the hassle of manually re-creating your structure over and over again by setting up a Zap to do it for you. Here are some tips from digital asset management expert Edward Smith:Ĭreate a template: Copy and paste it every time you start a new project or task. There’s no file management silver bullet, but there are a few tricks to help your file structure be successful. If you want to maintain your folder structure long-term, you’ll want to make sure everyone understands (and hopefully likes!) the system. For company projects, pick something that works well for everyone in the team, since everyone may not search for a file or folder in the same way you do. ![]() If your method of organization is tedious, it’s going to be tough for the rest of your team to follow along. ![]() Or do you work around projects? Consider new folders for each project.īrowsing through your folders and finding files should be intuitive. Do you plan important tasks by quarter? A new folder for each quarter's work might be good. The best folder structure is the one that mimics the way you work.
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