Happy Friday!
I need help from my extreme type A tribe.

•Can you all tell me how you organize your folders for work ?
•How you organize your work notes to streamline your process?
The more through examples the better.
I am early in my career and I want to learn the best ways to stay on top of things. Thank you in advance! 😌

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Parent folder (client) -> Timeframe (Year/Quarter) -> Projects -> Tasks/Phases/Misc like invoicing/POs, SOWS

For notes, I basically set up "templates" in emails but save formatting as a signature so I can quickly pull up, begin typing and send out afterwards.

I've heard "OneNote" is really good too but haven't explored much.

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Last night I went through a few tik toks but I would love to know how everyone stays organized and streamlines for your teams😇

following !

This is going to set some people off but while I am SUPER detailed in folders (client - fiscal year - program - individual projects within the program - all relevant necessary folders there within) my notes are In a live excel so I can pivot the stuff I haven’t deleted and see what’s truly left on my todo list on a day to day basis. I date it so it’s clear what I’m procrastinating on too

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