There are several methods to organize folders. First, you can create a folder for each broad category of files. You can then create as many levels of sub-folders as you need. Second, avoid date-based structures for your folders and use a template to create sub-folders.

Create a folder for each of the broadest file categories

The first step is to decide on the categories you’ll use to organize your files. If you are a freelancer, you may want to group your files according to your employers, so you’ll create a folder for each of them. Within each category, you can create subfolders for team members, time segments, and file types.

You can choose to sort your files by project or quarter. For example, a project folder would be labeled as 2016-Q2, while a quarterly folder would be titled 2016-Q3. However, you should also make subfolders according to how they fit your needs. You could sort them by year or project, as long as the organization is easy to navigate.

Create as many levels of sub-folders as you need

When organizing folders in a Microsoft Office 365 account, you can use a hierarchical structure. In a hierarchical structure, folders are nested inside subfolders. It’s a good idea to sketch out your hierarchy before you start creating the actual folders. Also, you should try to keep folders and subfolders separate. It’s best not to make sub-folders too many levels deep.

The advantage of using sub-folders is that they help you make logical groups within larger categories. For example, a client folder might have subfolders for each project and correspondence. There could also be subfolders for contracts and other documents. While most people don’t need this level of organization, it’s beneficial to use it when you’re storing many different files. This will make it easier to find the specific version of a file.

When creating folders, use descriptive, standardized file names. This will save your employees time by helping them find specific information easily. Also, it will make it easier for you to find specific assets that are relevant to a particular topic. In addition, it will be easier for others to save new assets to the proper folders.

When organizing folders, the top level folder should be clearly labeled. Otherwise, your files might end up in the ‘Miscellaneous’ folder. If you end up with too many folders, it will be difficult to find the information you need.

When you’re organizing folders, think about what you want to achieve with each folder. For example, a project folder may contain several projects related to the same theme, such as an ad campaign. In this case, the top level folder should contain the name of the project. Having this information is helpful if you’re trying to find a specific project or advertisement.

Avoid date-based structure

If you’re organizing folders for your business, you might want to avoid using a date-based structure. While folders are an effective storage solution for files, they’re not ideal for storing sensitive information. Instead, use subfolders to organize related information, and avoid date-based structure for personal folders.

If you use date-based structure, you create a folder for every year and subfolders for each month, week, and day. This will make it easy for you to find files from a certain period. However, date-based organization is not very useful if you’re working on the same file over a long period of time.

A date-based structure is best suited for files that have a recurring task or similar file types. For example, you may want to group marketing and financial reports by project. This way, you can easily see the same project and all of its related files. The downside to date-based organization is that it can be tedious to keep up with, so you should choose a method that’s user-friendly and intuitive for your team members.

Another option is to create a file type-based system. This method doesn’t use the actual file type in your computer, but rather names folders according to the type of work they contain. For instance, if you’re a writer and photographer, you could create separate folders for “writing” and “photography.” This way, you can quickly locate documents by their type and make them easy to find.

If you use a cloud storage service, consider using a template to automate the folder structure for you. If you’re using Dropbox, remember to name your folders as keywords. This will make it easy to find your files, and it will also prevent duplicates. It’s also important to keep in mind that you should use unique folder names when organizing your folders.

Create a folder template

Creating a folder template is a great way to organize folders. Template folders can be applied to new accounts or to existing ones. Folder templates can be applied manually or via import. If you want to make changes to the folder structure, you can do so in the Docs section or when uploading documents. Folders that share the same name will stay the same regardless of the change.

A folder template can be used to create subfolders and add them to existing folders. You can also use a template to add and remove subfolders. This can make your life easier. To add subfolders, simply click the template’s title and select Add Folder.

Creating a folder template is a great way to enforce consistency in folder organization and make it easier to find things with search. The first step in creating a folder template is to create a sample folder structure. Once you’ve done that, copy and paste it into your new client or project folder. If you’d rather automate the process, you can use a tool like Keyboard Maestro or Alfred.

As you organize your folders, you may notice folders that you use over. If you have a lot of folders, you can create a template for those folders so you don’t have to create new ones every time. Then, you can copy that folder over when you need it again. This will save you time and energy in the long run.

Once you’ve created a folder template, you can apply it to all of your accounts in TaxDome. You can also apply a template to new client accounts to make the process of creating folders faster and easier. Once you’ve created a template for a new client, TaxDome will automatically add a default template to your client’s account.