In my previous life as a Designer and Project manager, I witnessed a lot of different filing systems both electronic and paper.  Some of these were quite effective but many were very cumbersome and way too complicated.  Below, my take away is a system that I created based upon the best of everything I learned. I use this system across the board for all my files (on my computer, on paper and in the cloud- design-business-personal).

Having one simplified filing system that applies to all categories makes it simple to locate what you need wherever you need it.

Inside Level 1:: Broad Hierarchy based categories

You can see I have less than 12 folders that are logically divided by category.  These live in my main documents folder (which is where everything goes).

Inside Level-2:: Sub Categories-Business folder (similar sub folders for other categories)

…again not many folders and I’m keeping categories broad but specific to help me quickly locate files.

Inside Level 3::Detailed Categories (Year- ‘Clients’ folder)

This is where all client folders are kept by year.  I happen to keep my client folders alphabetically by last name but a numbering or other type of system would work equally well.

Inside Level 4:: Sub-folders or loose files

These are the specific files I need to keep for each category, they could be monthly accounting based or whatever I may need for working files.

I use a very similar Hierarchy system for my email files.

In this case I keep emails (when needed) in Outlook folders. Level 1-Broad, Level 2-Sub Categories, Level 3-Detailed categories

I hope this filing system overview gives you a few ideas of how you can simplify or re-arrange your computer filing systems.

What kind of computer filing systems do you? Are they simple or more complex than this?  I’d love to hear about them.

 

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