Files

Files here, files there, files everywhere! There is so much paper to manage, and all kinds of files. Action files, financial files, tickler files, household records files, reference files, computer files. The tricky part about files is you have to set up a system that fits your unique needs. Whatever advice you look at, you have to tweak until it works for you. (That’s the tricky part about time management too!) Your goal: to easily find what you need when you need it.

Action File Headings

Action Files

Action Files-a vertical holder can provide easy access to these working files.

Headings I use in my system:

  • Checkbook
  • Bills
  • To File
  • Ideas
  • Other folders I frequently use

More possible action file headings:

  • top priority
  • pending
  • to read

In front of this file I keep a legal pad for notes on projects, and one for idea capture.

Project Files

Project Files

Project Files

I have a separate system of project files in a wire step file holder. Since these sometimes change, I numbered them 1 – 6, but find I need a descriptive label too. In front of that is a plastic folder that holds my value statement and an outline of what I do, why I do it, and the features and benefits of each project. My project evaluation form is also here. I keep a project master list in Google Drive and print it out for my paper planner tool for the weekly review.

Desktop Files

My desktop files: action files to the left & project files to the right.

 

Reference File-a file cabinet for records you need access to less frequently. Things like automobiles, banking,…plus information you collect about things that interest you.

Grab and Go File-There are some very important files you would not want to lose in a fire. This subset of the Reference File contains insurance, income tax, and health information.

Household Records File-to keep information about home appliances, electronics, home maintenance and repairs.

Tickler File-a reminder system for follow-up

Computer Files-yup, these need to be organized too. See Creating Order From Chaos: 9 Great Ideas for Managing Your Computer Files from makeuseof.com, and 10 Steps to Organizing Your Computer from Organize 365.

Your mission is to decide:

  • Where do you want to keep which files?
  • How you want to organize them within the file: alphabetically? What subject headings will you use? Will you keep an index of subject headings?
  • Do you want to use colored files or tabs?
  • What kind of files will you use? How will you label them?
  • Will you date-stamp papers? How long will you keep them?

My filing system: I don’t have in and out boxes. I don’t have that many things that need follow-up, so I don’t use a tickler file. I have a four drawer file cabinet: 1) the top drawer is current reference files, 2) the second drawer is interests, 3) household records, manuals, and historical reference, and 4)work related files. I do find it helpful to keep an index that maps out what I keep where. I also use binders a lot. I have a household notebook binder, a binder for bank statements, and a separate binder with plastic pockets file where I keep paid bills.

Further Reading: Setup a Bill Paying System
Action Steps to set up files

This is one of the weekly activities for a Year of Personal Development.

I enjoy finding great information, combining it in new ways, and packaging it creatively. I'm highly interested in the areas of goal setting, time management, and skills to improve life.

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Posted in information management
8 comments on “Files
  1. […] Blogs: Around 19 productivity blogs are listed in the blogroll that I read regularly. Related: Files […]

  2. […] your files and household records organized is the first step. The next step is planning your estate, and […]

  3. […] Organize the information you need in files. […]

  4. […] more about setting up files. Share this:ShareEmailPrintLike this:LikeBe the first to like this […]

  5. […] see also: Track Bills, Organize Files […]

  6. […] also Evaluating Ideas and Projects, with my free Project Evaluation form, and my Project File […]

  7. […] My Project Files are in a wire step folder holder, and in front of that is a plastic folder that holds my value statement and an outline of what I do, why I do it, and the features and benefits of each project. See Also: Files. […]

  8. […] well-lighted and well-supplied area for thinking without distractions. Organize it with the files and tools you need easily at […]

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