Make a map of your digital documents
Datum: 2024-12-10 11:10
A common aspect of any good structure is the act of gathering instead of scattering. This does not only concern the notes you make on what you have to do or the channels you communicate through, but also your digital documents and other information you need and keep somewhere. However, this can prove to be quite a challenge in these digital times, and if you work with others either within your own organization or outside of it you will most likely have a wide array of locations where documents.
For you who prefer listening to reading, this post is also available as an episode of the “Done!” podcast:
What is the problem?
Having many locations is not wrong in itself or by default. The most appropriate platform or location to keep information and documents can vary greatly between all the different clients, groups, partners, and others you collaborate with. For some people, Google Drive is the perfect place, someone else finds OneDrive most appropriate, and for others, it is obvious that the information is best kept within the project-management tool they are working with.
Searching, saving inaccurately, and postponing
The problem is that it can be difficult to remember or know where all the different materials are kept when you have many locations to choose from. If you feel unsure of where something is supposed to be saved, there is a risk that you save it in the wrong location which means that you might suddenly end up with two copies of the same document. Which one is the right one?! You risk spending time looking for documents — time you certainly could have put to better use getting things done instead. And, if you are anything like most of us, the hassle of having to sort out where the right material or document is might very well result in you postponing the task altogether and choosing to do another easier one instead.
How you usually find what you are looking for
When you are traveling and want to know where something is, you take out a map someone made and on which all the different places are plotted. A map gives you an overview of everything and you will find what you are searching for much faster and easier.
This is exactly what you can do with your digital documents as well.
Do this
If you also have to look for documents in many locations, try this.
- Take out an empty sheet of paper — either physical or digital. I personally prefer taking out a really big sheet of regular paper for this exercise.
- Take a moment to recall all the places where you know documents or information of some kind are stored which you occasionally need to find, use, and make changes in. Draw them all on the paper. You can place them anywhere, wherever you feel they belong. Perhaps you already have a mental image of where they are supposed to go or how they correlate with one another?
- For every location, make sure to note:
- The kind of documents that are saved and kept there.
- What the criteria for saving new items in this location and nowhere else is. Will you save something there because it concerns a certain workgroup? Because it is a particular kind of document? Because you need it in a specific situation or context?
- When and under which circumstances you can remove something from this location without a moment’s hesitation. I, for instance, have a USB on which I save all the presentation-files for my assignments as a backup if my computer suddenly should freeze or not work properly for some other reason. After the lecture, course, or whatever the assignment was about is over, I can erase the files without even thinking about it since I know the originals are saved elsewhere.
- Alright. You have now made yourself a map — bravo!
Find and save it faster
If you give yourself a much clearer idea of where you keep different kinds of digital information, you will find what you are looking for much faster when you need it. You will also end up saving new information in the right location with more confidence which makes it easier for your future self to find it fast when you urgently need to do so.
What’s your way?
How do you make sure you know where everything is? Do you have a trick or tool that really helps you? If you do, feel free to email me to share.
(There’s also another way to make your folders easy to find.)
Do you want more tips?
If you want more tips on how to create good structure at work, there are many ways to get that from me - in podcasts, videos, books, talks and other formats.