Effective Folder Organization for Task Management

If your notes are a disorganised mess, this episode is the one for you. 

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Script | 321

Hello, and welcome to episode 321 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

This week, I have a special episode for you. No question; instead, I want to share a way to think about your productivity tools, particularly how your notes app fits into the whole scheme of things. 

There is a trinity of productivity tools—your calendar, task manager, and notes app—that when connected, will enhance your overall effectiveness by reducing the friction between organising and doing work. 

Today, I want to focus on the notes app because this is the tool that is most often neglected.

Within this Trinity of tools, your calendar is number 1. Everything flows from your calendar because that is the tool that will prevent you from being overly ambitious and give you the reality of the day. There are twenty-four boxes in your calendar, each representing an hour, and that’s all you get each day. 

You cannot change that, for time is the fixed part of your productivity system. 

Your task manager tells you what tasks you have committed to and when you will do those tasks. Its relationship with your calendar is critical because if you have seven hours of meetings, you’re committed to picking your kids up from school, and you have a hundred tasks to do; you will know instantly you have an impossible day. You can then either reschedule some meetings or reduce your task number.

So, where do your notes come into this trinity? 

Your notes support your tasks. It’s here where you will manage your projects, interests, goals and areas of focus. It’s also where you can keep your archive, which, if used well, will become a rich resource of inspiration, ideas and creativity. But more on that later. 

Of all the productivity tools you use, your notes app is the one where you can be a little relaxed. Your notes do not need to be perfectly curated and organised. Most notes apps today have powerful search built in, and I would argue that the ability to search within your notes is a critical part of your choice when choosing a notes app. 

I suspect Evernote’s popularity over the years (despite its recent changes) is due to two factors: its search, which is arguably still the best in the field, and its brilliant web clipper. 

The ability to search your notes means that as long as you give any note a sufficiently descriptive title, you will be able to find it quickly and effortlessly. 

As a side note, I highly recommend that you learn all the different ways your notes app can search for your notes. Just Google your notes app of choice’s search functions. For instance, you can search “OneNote search” or “Notion search”. Learning this will save you a lot of time in the future. 

Evernote has a keyboard shortcut on the Mac operating system that I’ve been using for years. However, for a brief period in 2019, this feature stopped working while Evernote was transitioning from the old “legacy” version to the new Evernote 10, which was very frustrating. 

During that six-month period, I realised how important it was to be able to search your notes quickly in terms of overall productivity. 

Your notes do not just support your projects. They can also support multiple parts of your life, from tracking your goals to keeping your eight areas of focus front and centre of your life. 

Moreover, you can keep track of your hobbies, wish lists, book notes (if you read Kindle books), self-development topics, and interests. And all this information can be taken with you wherever you are through your mobile phone. 

All this is great, but what if you have a notes app up and running, but it has become neglected and lacking in a little TLC (tender loving care)? Well, fear not. As you do not need to be as strict about how tidy your notes are, getting things back on track can be a little project you do over a few weeks or months. 

Here’s how to get things started.

First, create five folders. What these are called in your own notes app will depend on the app you are using. If your preference is OneNote, this would be your notebooks, Evernote would be stacks and Apple Notes would be folders. To help you, this is the highest level you have in your notes app. 

These five folders should be named as follows:

Goals, Areas of Focus, Projects, Resources, and finally, your Archive. Again, depending on what app you are using, you will also need an Inbox for collecting your notes. 

To give you a quick summary of what goes in each folder, for your goals, this is where you put the goals you are currently working on. Really, this is a place where you keep track of your goals. For example, if you are saving money, you can track how much you are saving each month. Similarly, if you are losing weight, you can track your weight each week and add the numbers here. 

Your areas of focus is where your eight areas go. If you are unaware of these, you can download my free areas of focus workbook from carlpullein.com. What you do with this folder is create a subfolder for each area and have a note in each defining what each area means to you and what you need to do to keep it in balance.

Next up, your projects folder. For each project you are currently working on, you would have a subfolder. There, you can keep notes on any meetings you attend, checklists, links to any files you need, copies of relevant emails and contact details for collaborators. 

You can also keep a master projects list here, which will give you quick access to any of the projects you are working on. 

Then, there is your resources folder. This is for your interests, hobbies, further education, and anything else you want to keep. Think of this as your commonplace notebook area. If you are not sure what a commonplace book is, here’s the Wikipedia definition:

“Commonplace books are a way to compile knowledge, usually in notebooks. They have been kept from antiquity and were kept particularly during the Renaissance and in the nineteenth century. Such books are similar to scrapbooks filled with items of many kinds: notes, proverbs, aphorisms, maxims, quotes, letters, poems, tables of weights and measures, prayers, legal formulas, and recipes.”

Your resources folder is unique to you, and you don’t want to overthink it. I love all things related to James Bond, and I have a subfolder of articles, links, and videos related to all things James Bond. There’s stuff in there about the films and locations, clothing and props, and products the James Bond from the books used. 

It’s a gold mine of information related to something I have a deep interest in and it’s unique to me. 

And your archive. Contrary to popular belief, this is not one step away from the trash. Your archive is a rich resource of discarded ideas, old projects, and stuff you were once interested in. It’s here where you can potentially make connections only you could make. Your life experiences, knowledge, and way of thinking make you who you are, and many of the ideas and things you were once interested in may be the spark to something very special. 

When Steve Jobs was at university, he took a calligraphy class. At that time, it was a passing interest, yet several years later, when they were designing the Mac User interface, many of the things he learned in that class came back to him. Today, whether you use a Mac or Windows machine, you can thank Steve Jobs that you have hundreds of fonts to choose from. 

Nobody had made the connection that multiple fonts to choose from would allow people to use their computers to be creative. Perhaps nobody would have done had Steve Jobs not taken that calligraphy class. 

That’s the power of your archive. Yes, I know Steve Jobs didn’t have the benefit of Apple Notes in the early 1980s, but that passing interest sparked an idea we all benefit from today. 

It’s the randomness of your archive, built up over many years, that will become a place for you to, at the very least, reminisce. This is where you have the freedom to dump stuff. You never know when or if any of what you put in there will become useful again. 

Once you have your folder structure set up, you can go through all your old notes and move them into your new structure. Now, I want to stress that you do not need to do this in one go. Take your time, enjoy the process and reminisce as you go through your old notes. This should never be a chore; it should be treated as a fun project. 

Remember, because of the powerful search your notes app has, all your notes, new and old, are searchable. So there is no rush to do this. You could decide to do this while watching TV in the evening or perhaps while commuting to work if you use a bus or train. Maybe you have a long flight coming up; you could use some of that time to go through your notes. 

One tip I can give you here is that as you go through your old notes, you should ensure that the titles of your notes mean something to you. If you come across notes with an image, for example, you may find that the title is something IMG6654. You want to change that title as it won’t be searchable in that format. 

You can also add tags if you wish to. Be careful not to tag something with the same name as the name of your folder or subfolder. To give you an example from my James Bond subfolder, I use tags to denote whether something is related to a book, film prop or location. I use a coded tagging system. So, anything related to a location would be tagged JB Location. Anything related to a film would be tagged JB Films. 

Likewise, I have a subfolder in my resources called Places to Visit. The tags I use here are the place names. So, I have tags for Paris, London, Seoul, Tokyo etc. 

Your tags are there to aid search, so if you decide to use tags, make sure you use names that mean something to you. You do not want to be too clever here. A good adage to go by is, “When tagging, tag as if you were being your dumb self.”

Now, if you want to learn more and go into more detail, I have just published a brand new course called Mastering Digital Notes Organisation. In this course, I go into detail on setting up your notes, how to process new notes, and the importance of the three underlying foundations of provenance, categories, and series. 

This course will also show you how to build a rich resource of information that you will want to revisit repeatedly. Details on how to join the course are in the show notes, or you can go directly to my website, and the links and everything you need to know will be right there. 

Thank you for listening, and I wish you all a very, very productive week.