Templates - Folders

Written By Michelle Lemon

Whether you use SharePoint, Google Drive, Dropbox, or any other platform to save files, ALWAYS set up a folder system template. The time saved by not having to hunt down a file is priceless. Remember, if you get hit by a bus, how will anyone else know where to look? [1]

…Well, Doris, it’s in the folder on the server where everything else lives.

This works both ways, too. What if you need to find something in a rush? If you have a folder template set up, it’s a quick right-click, duplicate, rename, and you are ready to rock.

Mandatories:

  • Organise by client: Do not set up folders by department (Strategists, I’m looking at you).

  • Use a standard naming convention: Lead with a unique reference code, followed by the project name.

  • Standardise subfolders: Group by phase or department—whatever works for your workflow—and stick to it.

  • Star or favourite it: Use Google's "Star" or Microsoft's "Favourite" feature so the main hub is always easy to find without digging through endless subfolders. [1]

IF EVERYTHING IS STORED THE EXACT SAME WAY, EVERYTHING IS EASY TO FIND.

DO NOT SAVE FILES TO YOUR PERSONAL DRIVE!

Simple folder structure

Michelle Lemon
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Templates - Budgets