When was the last time you were looking for a file on your computer that you absolutely knew was there, but just couldn’t find it? Last month? Last week? Today? Three times today?
How much time do you think you spend every year searching for files you know are there? Judging from the regularity with which I sit around waiting in people’s homes and offices while they try to find things on their computers, it has to add up to a lot of time. Not only their time, but my time too, and the time of any other person who gets caught in that file-searching limbo with them.
How much is an hour of your time worth to you? Even if file-searching limbo only happens once a day, and you spend about five minutes searching, that adds up to a whopping thirty hours a year. I know! Shocking, eh? I don’t know about you, but I have a lot of better things to do than sit there trying to find files that seem to be deliberately hiding themselves from me.
So I have a system. It’s a very easy system, but like all systems, it only works if you use it. So, if you want to save yourself a lot of wasted time, follow me won’t you?
1. The first and most important rule of file management is to religiously use a file-naming convention. You can’t find it if you don’t remember what it’s called. At best, you’ll be forced to search on other criteria, like file type, which is only just barely better than randomly clicking on folders and visually scanning the files they contain. At worst, you won’t find the file till Aunt Milly comes to visit three years later and you’re trying to show her the pictures you filed away when little Johnny graduated from kindergarten. “Oh my…how did that get in there??”
Come up with a system for how you name your files and use that system on every file you save. For instance, I name all photos of individuals by lastname, firstname (ex: Moran, Patti) , and if I know the date the photo was taken, I tag that on the end (more about dates in a bit). The beauty of putting the last name first is that when you have pictures of people with the same last name, they’ll all sort themselves together in family groups when you display your window by NAME. How nice.
Same goes for events. If the photo was taken at an event, I use the event name (and again, the date on the end) as the main part of the name. Any time there’s more than one photo of the same person or event, use numbers to distinguish them from one another. For instance: Bob’s Birthday 1 100809, Bob’s Birthday 2 100809…etc. It’s also good too keep in mind that if you might ever use these photos online, you should refrain from using word spaces or weird characters in the filename. So the above files would be named bobs_birthday_1_100809.jpg (only letters, numbers, hyphens and underscores are allowed on many online systems. Punctuation and word spaces are verboten.)
When we go beyond image files… Word documents, Spreadsheets, movies, etc., a similar system can be used. But for these types of files, which are often business-related and for which you may or may not be at liberty to change the names, the file’s name becomes secondary to the name and location of the folder it’s in. (But still use a logical, consistent file-naming convention wherever possible.)
2. Naming folders that contain sets of similarly purposed files is the second most critical point. Group like-purposed files together. Take advantage of the hierarchical file system, which is just a fancy way of saying nested folders, one inside the other. All files related to a particular client should go together in one folder, named after the client, of course. Within the client folder, there should be a subfolder for each different project. On my computer, each client also has a “Miscellaneous” folder inside their main client folder, in which I keep their odds and ends (there are surprisingly few odds and ends usually, as everything else is so well organized). All client folders should go into a main folder named “Clients.” Files related to your own business should be grouped together in folders named for their purpose (ie: invoices in, invoices out, logos, Promotions, etc).
3. Dates. When’s the last time you couldn’t figure out if 07/08/2010 was July 8, 2010 or August 7, 2010? Impossible to know, isn’t it? There’s never been any kind of societal agreement about which one comes first, the month or the day (I hate that). So, it’s up to you to decide, and I strongly recommend that you follow my system for expressing dates…
Whenever at all possible, tag the date onto the end of filenames. All dates in filenames, and as much as possible everywhere else too, should be expressed as a set of six digits, representing two digits each for the year, the month and the day — in that order. Year, month, day — largest value to smallest. So today’s date (August 9, 2010) would be 100809.
I know that doesn’t seem very easy to read at first, but you’ll get used to it, and there are a few reasons why I recommend this format for dates so strongly. 1) It’s consistent. You always know which number is the month and which is the day. 2) It sorts properly chronologically when you view by name in the file explorer/Finder of your computer. 3) It’s only six characters…very short. 4) It’s easy to remember the order because it’s always biggest to smallest…year, month, day.
So, let’s say you do a newsletter for your client, Zippity-Doo-Dogs Pet Grooming, every two weeks. How are you going to tell one newsletter from the other in a sea of files? Easy. You have a folder called “Zippity-doo-Dogs”, and inside that folder you have a second folder called “Newsletters.” Inside the newletters folder are all those lovely newsletters you’ve made over the past two years. You can go immediately to any given newsletter (as long as you know the approximate date it ran…(no system is perfect!) by sorting the folder by Name, and then looking at the date tags. (If you require multiple files to support each newsletter, then each newsletter and collateral files would go into another nested folder named the same as the newsletter’s filename.
Like so:
Documents > Business Files > Clients > Zippity-Doo-Dogs > Newsletters > Newsletter 100809 (folder) > Newsletter 100908 (file)
Because you’ve used the six-digit year, month, day system, the newsletter folders will sort themselves in chronological order when you view by Name. Sweet.
Note: You may think it’s efficient to view files chronologically in your windows by Modification Date. Think again. If you make even a tiny change to a file and then save it, that file now becomes the newest file on your computer and will jump to the top of any list displayed by Modification Date. If you NAME the file by the date it represents, and view by Name in the window, you’ll always see things listed in their proper chronological order.
There are probably several other pointers I could share for keeping your files organized on your computer, but these are the main ones that I use every day. And if I do say so myself, I spend hardly any time searching for files. Perhaps I’ll do a “Part II” post sometime if I think of more compelling ways to help you save time and money when using your computer!
Would love to hear from you about your system for keeping things organized in your computer. Please share with us in the comments below!

August 9, 2010
Categories: Uncategorized . . Author: Patti Moran . Comments: 3 Comments