Digital Organizing Archives

Apps with a focus on Personal and Business Productivity

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People often ask me what Apps I use and recommend. It’s been awhile since I’ve included a roundup on the blog so as requested, here are some useful Apps with a focus on Personal and Business Productivity.

Apps with a Focus on Personal and Business Productivity

Asana
Created by Facebook co-founder, Dustin Moskovits, and fellow Facebook associate Justin Rosenstein, Asana allows teams to track their work through project and task assignments that have the ability to feature notes, comments, attachments, and tags without having to use personal email to communicate. Instead, when changes are made to projects by team members, a message is sent to the project manager’s inbox through Asana’s internal messaging system.

Basecamp
Since its inception in 2004, Basecamp has seen two new product launches in 2012 and 2015 of Basecamp 2 and Basecamp 3, respectively. This platform stores and organizes your work in one place through the use of team message boards and comment threads, real-time chat, automatic check-ins, to-do lists, document and file storage, a centralized schedule, reports, and a very handy search feature for digging up old docs.

*Evernote
This multiplatform app comes in free or upgraded paid version. Evernote is best for note-taking, organizing, and archiving. Users create “notes” which can come in the form of formatted text, a webpage or excerpt, photograph, voice memo, or even a handwritten “ink” note. Notes can also includes attachments; be annotated, tagged, edited, commented on, or searched; and are exported as a page in a notebook.

*Goodreads
For the bookworm in all of us. Goodreads is an Amazon company through which “social cataloging” allows users to search and save books and reading lists. The platform is heavily driven by the use of its members who can create group book suggestions, blogs, polls, and discussion threads; generate library catalogs, and search through the Goodreads ever-growing database of books and reviews.

*Google Drive
Whether you are using it for business or personal purposes, Google Drive is a great option for accessible, user-friendly cloud storage. Google Drive features Google Sheets, Docs, Powerpoints, and a variety of templates that can be stored and edited by those they are shared with. Alternatively, users can upload their own files and images to the drive. One of selling points of Google Drive is that it is relatively low-maintenance and can be customized to meet the unique needs of each user through a variety of add-ons that can be downloaded from the Google App store.

*Our Groceries
Few things are more frustrating than arriving at the grocery store only to realize you have forgotten the grocery list on the kitchen counter. Our Groceries is a free mobile app that will save you this grief by saving your grocery list to your smart phone or web browser. Features include a drag-and-drop component to allow you to move items on your list based on the layout of your grocery store, a tap function to delete list items, and optional categories to organize your list into aisles or food types.

LastPass
Internet security is a growing concern these days especially when every platform we use requires a login and password access. LastPass is a secure platform that uses a master password that only the user, not even LastPass, has access to in order to safely store their passwords. Additional features include cross-browser synchronization, secure password generation, password encryption, form filling, importing/exporting of passwords, portable access, fingerprint identification, and credit monitoring.

*Ovuview.
This app is great for all women whether you have a pesky period or are trying to conceive or simply want to track your menstrual cycle. Ovuview uses features like cycle statistics, tracking and reporting of temperature and symptoms, calendars, fertility awareness methods, and more to help women maximize chances of pregnancy, avoid pregnancy, track weight gain, headaches, and other PMS-related symptoms, and conveniently chart their cycle on their phones.

Prezi
Prezi is a cloud-based service that allows users to create professional level presentations with great ease. Unlike Powerpoint, Prezi utilizes a single canvas that can be zoomed in and out on to a single group of text or images making for a very dynamic presentation. The freeform design also allows Prezi to be used effectively as a collaborative whiteboard, great for teamwork in the office or with clients.

RescueTimeBecause we have all fallen into the great abyss that is Facebook or Wikipedia or Buzzfeed. RescueTime monitors and tracks how you use your time on the internet. Reports are then generated that allow you to see just how productive, or not, you are being. For a slightly pricey premium upgrade, RescueTime will also track phone calls, breaks, meetings and even send you notification reminding users to get back on track.

Slack
The name is more than just ironic. Slack is actually an acronym that stands for Searchable Log of All Converstaion and Knowledge. The cloud-based software allows for highly effective team collaboration through features like topic-centered conversation, private and direct messaging, task and project management, file storage and sharing, and a search feature. Additionally Slack also conveniently integrates with other platforms including Dropbox, Google Drive, Trello, and and GitHub to name a few.

Stayfocusd
Whether it’s flashy ads or Facebook notifications, the internet often feels like it built as one huge distraction. Stayfocusd was designed to help users do just that – stay focused. The app has highly customizable features that block time-wasting websites, impose time limits on certain sites, and set times of day or days of the week to allow for a a quick web surfing indulgence or two.

*SwiftKey (Android)
For Android users, SwiftKey swaps out your traditional keyboard for a smarter, more user-friendly keyboard. This multilingual app allows your fingers to glide over the board and tracks your conversational habits to better predict what you are going to type. If you choose to, upon installation you can give SwiftKey access to your social media accounts to even better understand your typing behavior.

To-Do’ist
To-Do’ist is much more than an app to stores lists. The app is functional across multiple platforms, devices, inboxes, and browsers and includes a number of features that allow users to share lists, collaborate on lists, set notifications and reminders, make comments, form sub-tasks and sub-projects, give priority to certain tasks and lists, and organize with labels and filters. On top of it all, To-Do’ist also tracks your activity and produces visual reports to help you gage how most effectively manage your tasks.

Trello
Trello is a web-based project management tool that can be used on both a professional and personal capacity. Boards represent projects which contain task lists. Within each list are cards that, using the drag-and-drop method, can be passed from list to list or reassigned to different users. This system is meant to mirror the flow of projects from idea to implementation.

*Unroll.Me
Whether you signed up for them on purpose or not, subscription emails and newsletters have a tendency to muck up our inboxes and distract us from the more meaningful messages that should take priority. Unroll.Me solves this issue by consolidating your subscription services into a manageable summary. This way instead of receiving 20+ newsletters a day users of Unroll.Me get one much more digestible email.

Wunderlist (Microsoft is changing to To-Do)
Similar to To-Do’ist, Wunderlist takes task management and personal productivity to a new level. Wunderlist features include sorting lists into folders, list-sharing and collaborating, synchronization across multiple interfaces and devices, notes and comments, reminder and due date notifications, mail and print functions, and an add-to feature that can turn things you run across on the web into actionable items.

*Items I personally use-please note which apps are available for (Android, iOS).

Do you use any of these Apps? If so I’d love to hear what you think and if there are others I’ve missed, please include them in the comments below. Happy Apping!

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Should I go digital?

by Filed Under: Digital Organizing, Organize, Paper management, Systems & Techniques, Tips & Resources, Uncategorized 1 Comment

Have you started to go digital with some, or all of your “paperwork”? This is a subject I encounter a lot when working on paper clutter. Some people are totally digital and do almost everything on their computer, phone etc…others are totally uncomfortable and will never let go of the paper! Most of us fall somewhere in between.

If you are ready to go digital, read on to learn how to make this transition.

If you’re still a little tentative, that’s okay. You can dip your toes in the water and acclimate as you go.

Let’s start with a little test to see how comfortable you are will the world of technology. See how many of the following you answer yes to.

I love reading books on my kindle or another electronic reader.
I do more online shopping than in stores.
I have set up online account access to my banks, utilities and other accounts I use frequently.
I hate paperwork, it’s piling up everywhere!
I use a digital calendar (on my phone or computer or both).
I check my emails regularly (more than once a day).
I use social media like Facebook, Twitter etc.
I read blogs or other media online to stay informed and connected.

Digital Novice or Paperless Pro? Where do you fall in the Tech Savvy Spectrum?

If you answered yes to 3-5 of these then you are definitely ready to go digital, at least partially!

The most frequent question or concern I get about going digital is the issue of security. There is no foolproof system and your personal information could be stolen via an online source you are not even aware of or at a restaurant or via a piece of mail. Assessing your adversity to risk will help you determine which accounts you are more comfortable with going digital. Large financial institutions and municipal utility companies have systems in place to protect your identity, but again, there is no such thing as absolutely safe! The great thing about going digital is that if you do encounter a problem with your account security, you will be aware of it and be able to respond to it more quickly! That’s often the best defense!

Where to start? Based on your answers to the questions above, pick one or two areas to add to your “digital” workspace.

In general the process of going digital will work something like this:

Go to the business website, create an online account and save your username and password in a secure location.
Go through a “tutorial” or just click around until you are familiar with the basic layout of the pages. Look for “tabs” or hyperlinks that will help you navigate the different menus and tools.
Find your profile and settings. Often they are near one another and settings sometimes look like a little gear wheel. Check your personal information in your profile to be sure it’s all correct.
“Go paperless”-this is usually under settings and you can choose all or nothing depending on the company.
Check your email and “verify” your account (sometimes you must do this before you can even log in and navigate around).
Check your account regularly and download statements or pay bills online. In some cases you can set up a bank account to do this, in other cases (financial institutions) you can link utilities and other bills to be paid to your checking or savings accounts.

For help with setting up online accounts there will be specific resources available for each situation. In general, most banks, financial firms, utilities and phone companies probably already send you “go paperless” inserts in your snail mail. If you have one of those handy, that’s a great place to start! I hope this simple guide will help you to determine if your ready to go digital. Try setting up a digital account or two to help reduce the paper clutter in your home or office. Once you’ve transformed your paper clutter to digital, keep you digital files organized with my helpful guide to creating a digital file structure.

DIY Device Cleanup

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DIY Device Cleanup

DIY Device Cleanup doesn’t have to be a challenge but you can’t just ignore and hang onto everything digital forever! I’ve recently had conversations with friends, fellow organizers, and clients about cleaning off old electronic devices in order to recycle/donate or resell them. This is something I am constantly addressing because people are intimidated or don’t know how to clear off their data. Privacy is a critical issue to most of us these days and I’m not saying what anyone should or shouldn’t do. Let me preface by saying that decisions about our privacy are very personal and so each of us has to make a decision based upon your personal level of comfort.

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Creative Filing Systems

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Is your filing system in total chaos?

These creative filing systems may be just what you need to transform your paperwork (and digital files)!

“Filed Away” by Allison Koch (Charleston, SC- Installed at Artfields, 2016)

You’ve identified your filing mistakes, you’ve whittled down your paperwork to keep only what you need and your ready to set up your new creative filing system. Not every filing system has to be the same. Use your creativity to create a system that you’re more likely to maintain. If your files are digital rather than paper, many of these ideas will still work!

Get a handle on volume! How much paperwork do you need to keep versus toss?

Do you have just the essentials or a whole cabinet full of paperwork? The first step is to find storage to suit your style and space needs. There are tons of beautiful and creative filing cabinets, boxes and more to choose from. Here’s my latest roundup.

In the organizing industry, we refer to “filers” and “pilers”.

If your not into a re-purposed or disguised file cabinet and are looking for something different, a binder filing system might be right for you. Some people can’t stand filing papers!

Someone who tends to “pile” papers might be more suited to a binder system. nstead of a drawers you use a series of binders. I’ve created lots of these systems, some color-coded (by pereson or category), others with all the same color and labels.

Broad filing categories should be broken down further by accounts, dates or sub-categories.

For example, “Investments 2016” might include several brokerage accounts.
Determine the volume you have for each category (this post might be helpful) and what you need to keep before purchasing and setting up your system.
Three-hole punch the paperwork individually or use clear sheet protectors to keep papers in place.
Use binders for visual things you reference but don’t need as often.
It’s a great system to use for files that need to be transported frequently or referenced by many! I recently learned about the Trio (3 in 1) Organizer by Samsill (while attending NAPO Conference) and love the idea of a binder and loose accordion pockets all in one. There are 7 sections which you could use as a modified “tickler” system (more below). It’s a new product and I really like it, just wish it was a hardcover instead of the more flimsy plastic outer.

Have you ever heard of the tickler system? You’ve probably seen in use somewhere (& I don’t mean in the bedroom…;).

The original and most well-known is the 43-folders system includes 31 numbered “day” folders and 12 folders for the months of the year. This system is based on getting things done on time or at least on target.
A great system for someone working with projects, on deadlines or managing productivity and finances more tightly.
Simplified versions use 4 folders, one for each week of the month-use to keep on top of tasks that need to “get done”.
This system doesn’t really work for “archive” or files that need to be kept but not handled but it’s a great productivity system!
Think of it as a daily (weekly or monthly) “inbox” for all your to-do items.
As more and more of us get away from handling “paperwork” you might want to consider setting up a “digital tickler” system for your inbox. More can be found about the tickler system at Life Hack.

I can’t do a post on Creative filing systems without mentioning color coding!

Colors might be by category, person, project, date or any classification to help you to quickly identify what you’re looking for. I like to ask what colors people use to identify with each category. For example, if your home is yellow, you might use yellow folders for anything related to household. Likewise, financial papers might be in green folders or binders. You get the idea if your visual, color matters!

“We are all primarily visual, color is first, symbols second, numbers are third… and words last.” Graphic Design USA

Using file indexes is another great creative tip that I don’t see a lot of people using these to their advantage. Indexes can be for either folders or binders and can include color coding, categories, sub-categories and more. It’s helpful to have an index with binders or file drawers (in the front). Keep a backup index with your essential documents so that you have a record of everything in case you ever need to recreate what you lost. I hope these creative ideas help you tackle your filing with renewed enthusiasm!

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Five Common Filing System Mistakes

by Filed Under: Digital Organizing, Organize, Paper management, Productivity, Systems & Techniques, Tips & Resources, Uncategorized 1 Comment

The first response I usually have when someone asks “what do you organize” is “Paperwork”. After working my way through hundreds of hours of paperwork these are the five common filing mistakes that I notice again and again.

If your files are digital you can apply the same process to your digital systems.

The first mistake I notice is have NO system at all, bags and/or boxes are a jumbled mess. There can be many reasons for not having a system, including lack of “office” space or some kind of interruption in physical health or home (moving, remodeling etc). Some people don’t need a whole filing cabinet but even the paperwork minimalist’s should have a small fire safe box of essential documents at minimum.

The second mistake (this one doesn’t apply to digital files so you can skip it!) some make because they don’t like the look of filing cabinets or don’t think they can afford the space in their homes. There are a ton of attractive file drawers, some made to look like furniture and in complete disguise. If you don’t end up needing a whole file cabinet, just a drawer or a box may do just fine. I did a round up of stylish filing cabinets here if you’re looking for some ideas.

The third mistake I see are overly complicated systems. Most people don’t need more than 10-20 over-arching categories (finance, vehicles, investments, medical, insurance etc) with sub-categories under each. In this way, it’ becomes easy to go to the “financial” section and find the specific bank or investment you’re looking for. Create a quick list of the paperwork you tend to keep and group them by category for an idea of what your system may need to include. This works equally well for digital files and sub-files.

The example below is beautifully labeled but the “Alphabetical” system is so detailed without broad categories that it may be impossible for anyone but the person who created it to find anything. That’s something to keep in mind, be sure other people using the system will also be able to understand it. Too much detail or too complicated=total frustration & a failed system!

The less you have, the less you have to maintain and the easier it is to find what you need when you need it.

The fourth mistake (similar to third) is systems that are too vague and don’t capture categories clearly. A box labeled “files” or paperwork is one such example, when you open it, you can’t find anything because there is no order to what you’re keeping. I go into more detail here about creating filing categories.

The fifth and final mistake I’ll mention is that some people may never become “filers”. For such folks, using a binder or other creative filing system may be the key.

Striking the right balance when creating a filing system can be the key to maintaining it. There are a lot of different filing systems out there including tickler systems, the Freedom filer and more but in my experience, it’s finding the most simple system for the paperwork you need to keep that will work best for you. One category that everyone should keep on hand are vital documents. Check out my post that break’s down the essentials everyone needs to keep on hand and safe.