- Start by making a general list of the kinds of things on your computer. Everyone will have some things in common and others unique to them. Some general kinds of categories might include finances, photos, legal documents, advertising, client files, travel arrangements, equipment purchases and so on.
- Think carefully about file names. Make them match your physical file cabinet. Let’s say you work with John Doe, a contractor. Don’t label one thing Doe Contracting, another John Doe or John’s papers and yet another building remodel. Choose one label and stick to it both electronically and on paper.
- Create broad file folders for categories you have on your computer. Then drag matching files into the folders.
- Within each of those folders, create sets of sub folders for further division. For example, now you’ve dragged all your clients into the client folder, create a folder for each client. It will be easy to find all their work now. Or for finances create folders for income, expenses, purchases, accounting notes and so on.
- Sort by year. Within subfolders, it is sometimes easy to create a folder for each year and drag in the documents for that year. It will make it much easier to find your business license for a certain year in this manner.
- Delete duplicate files.
- Clean off temporary files and cookies.
- Organize your computer desktop so you can easily find programs you need. Delete things off the desktop that have accumulated but you don’t use all the time. Remember you can use the search function of your computer to find anything you put away.
Until next time …