One of the biggest drains on your time (and productivity) is a disorganized workspace. This week, I’m sharing some ideas for getting organised so you can find what you need when you need it. 

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Script | 340

Hello, and welcome to episode 340 of the Your Time, Your Way 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.

I remember watching videos by David Allen—author of Getting Things Done—where he explains the importance of having an organised workspace. 

These videos were recorded before the digital takeover, yet the principles remain the same whether we deal with paper or digital documents. 

If your stuff is all over the place, you will waste a lot of time trying to find what you need, and it’s surprising how much time you lose. 

This week’s question caught my attention, as getting and keeping your workspace organised is an overlooked part of the modern productivity movement. It won’t matter how clever your digital tools are if you don’t know where everything is or how to organise your notes so you can find what you need when you need it in seconds. You’ll still waste much time doing stuff you shouldn’t need to do. 

As I researched this, I could only find advice on keeping desks and physical files, notes, and documents organised. There is little advice on keeping a digital workspace clean and organised. Well, that is apart from some older articles about how an untidy computer desktop slows down your computer and makes finding anything slow and cumbersome. 

Now before I go further, let me hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Alice. Alice asks, Hi Carl, How do you keep all your files, notes and other digital things organised? I’m really struggling here and would love some advice.

Hi Alice, thank you for your question.

One of the first things you will need to do is allocate a single place for your digital documents. Today, most people are comfortable storing all their personal files in a cloud storage system, such as Google Docs, Microsoft OneDrive, or Apple’s iCloud. 

If you are concerned about security, an external hard drive also works.

Now, just as before the 2000s, you will likely have two places: one for work and one for your personal stuff. Your company will probably dictate your work storage system. 

The important thing about storing documents and files you may need is accessibility—i.e., how fast you can access the files. 

In the past, if we wanted a file for a client named Rogers, we would go to the filing cabinet, locate the letter R, and find the file for Rogers there. If it wasn’t there, one of our colleagues probably had it. (And how frustrating was that) 

Today, all you need to do is open iCloud, One Drive or Google Drive and type in the name of the client you are looking for. You will then be presented with a list of all the documents related to that client.

And perhaps you may already be seeing a problem. 

In the past, everything was kept together in a single file folder; today, client notes can be found everywhere. We have CRM systems (Customer Relationship Management software) that track communications with customers and clients. However, these are only as good as those who enter the data. 

We receive phone calls, emails, perhaps text messages, and all the documentation generated by orders, invoices, and quotes. If the people entering the data are not timely and perfect, time can be wasted just looking for all that stuff.

Those CRM systems may track documents related to that client, which makes things a little easier. But do you trust them? 

So, how can you keep your workspace organised and in order? 

First, choose your tools. Your calendar and email will likely already be selected for you in your professional environment. Fortunately, you should have freedom over your task manager and notes app. 

Rule number one. Use only one. 

By this, I mean one task manager, one notes app and one calendar.

Now, it is okay to use a separate calendar for your work events; after all, you may only be able to access your work calendar through selected devices. I would always advise you to try to connect your work calendar to your personal one where possible. 

By this, I mean that if you use a Google or Apple calendar for your personal life, you can subscribe to your work calendar. Not all companies allow this, but I’ve found that most do. 

This way, you have all your events viewable in one place. (Wasn’t life easier when we all carried our own diaries? No interference from outsiders) 

Your to-do list and notes, however, are entirely within your realm. Avoid the temptation of using your work’s Microsoft To-Do or Trello. You want to have your complete life together, not scattered everywhere. 

You may need to call a client early in the morning, and if all the details are separated on your work’s system, that call could easily be missed. Similarly, you may need to contact your bank. If that task is on a personal system, unless you look at that system in your lunch break, you’re going to miss it. 

Now here’s a quick tip. Use a daily note. 

A daily note is a note you create each day to capture meeting notes, ideas, things to look up, and other useful bits of information. Each note’s title is today’s date. 

As you create a new note each day, you have a reference—the date. If you number each item you add to the daily note, you now have a transferable reference to link to tasks and calendar events. 

For example, imagine I captured an idea for a YouTube video, added it to my daily note, and assigned it the number 1. 

That means the reference number for that idea is today’s date plus 1. I can use that reference for any task or project from that idea. You can go one step further by adding a link to the note for your task, so all you need to do is click the link and boom, you are right where you need to be. 

I would also advise you to keep your digital notes separate from work. I once had a client who was a university professor. She used her university’s OneNote to organise all her research notes. 

She then left that university, and within two or three hours of leaving, the system’s organiser deleted all her notes. Seven years of research gone in seconds. 

Of course, you should keep confidential information off your personal devices, but a large part of what we keep in notes is not confidential and is usually meeting notes, ideas, and possible solutions to difficult problems. 

Once you have your tools and storage places sorted, it comes down to making sure what you need when you need it is quickly accessible. 

To do that, learn how to search your computer. On Apple devices, this means learning to use Spotlight. It’s a powerful tool that means I can find coaching client feedback simply by typing their name into the search box. I can also find digital copies of my passport, car insurance, residency permits and my address in Korean (I find it’s faster to copy/paste than to type in Korean) 

Everything I need frequently is instantly to hand. 

And that’s another reference to the pre-2000s. An optimised workspace meant that you had the files you were working on and anything else you needed quick access to within arms reach of your desk. 

Anything you didn’t need was stored in filing cabinets a few steps away from you. 

There’s the famous picture of Rose-Mary Woods, President Nixon’s secretary, demonstrating how she accidentally erased 18 minutes of the tape recordings during the Watergate investigation. If you Google the picture, you can see that everything a secretary would need was on her desk or next to it (or rather coincidently, within arms reach)

For Windows computers, look up Universal Search. That will explain how you can search for everything on your computer from a single place. 

The final part of the puzzle is file naming. 

For years, I’ve used a file name system that includes the date, the file type, and the name. For example, if I had a client named Bill Tanner and wrote a proposal for him, the proposal title would be 2024-09-25-proposal-Bill Tanner. 

If I need to amend the proposal, I would change the date. This way, when I search Bill Tanner, I will see all the proposals I have written grouped together. 

I’ve found that adding version numbers to the title doesn’t work either, and it’s not as easy to get to the latest document. Searching by date puts the very latest version on top every time. 

And I do still recommend keeping your desktop clean. A cluttered desktop causes distraction. A clean desktop helps maintain focus. 

Now, before I finish, I should mention your phone. This can be a complete mess. I was in the bank the other day, and some twenty-somethings were opening an account. All they had with them was their phones, yet when the bank clerk asked them for different documents, they took ages to find the information on their phones. 

Rather amusingly, an elderly gentleman, armed with a plastic wallet of essential documents, completed his business at the bank far faster than those twenty-somethings. 

When the clerk asked him for a document, he pulled it out and handed it over instantly. It was a real eye-opener for me. Perhaps paper is faster than digital… Sometimes. 

What I’ve learned is to keep all your frequently used apps on your Home Screen. Learn how to use widgets—they can be a real-time saver when you need them. 

Oh, and one more: when flying, use your airline’s app. Place it on your Home Screen. It’s incredible how often you need that at the airport or in a taxi when they ask you which terminal you need to go to. 

And there you go, Alice. I hope that has helped. 

It comes down to doing a little cleaning up and getting your important files and apps where you need them. Remember, it’s all about accessibility. 

Thank you, Alice, for your question, and thank you for listening. It just remains for me now to wish you all a very, very productive week.