Organizing Clients Files – My Way of Doing It

Organizing Client Files

It’s a tough topic this and perhaps one of the most time consuming I can think of. We all keep (or at least try to keep) a good workflow order when it comes to files and management of those. When you are dealing with clients, this is perhaps even of more importance than ever.

I’m a folder junkie!

Myself, I’m totally a folder junkie. I create a ton of folders, perhaps my folders only contain one file, but that is still order for me that is easily manageable, at least in my head. A good example of this is the video application tips I run every Friday. I save those on an external hard-drive, in a Videos folder that in turn has a “Friday App Tip” folder, which has a folder for each year, which then has a folder for each date as well as the name of the application. Then, inside of that folder, I place my video file. It does work for me however.

Client Projects Folder

I try to keep my hard-drive as organized as I can, therefore I have got a folder called “Client Projects” sitting in my main user directory where all client stuff gets placed. Inside of this directory, I’ve got one main directory for every client (with the clients name as the folder name. I color code these folders depending on the status of something in the projects, for example, Red means that it is an urgent project, while grey means that it is completed.

Inside of the main client folder, there are another set of folders with the name of each project and it is inside of those folders that I store the specific project files, still in a lot of other folders like, “source” for the raw application files, “resources” for any materials I’m downloading and using for the design and/or client instructions and so on.

Try a structure and stick to it!

The most important thing when developing a structure for yourself is to try one out and then stick though with it. If it becomes a part of your daily routine, then you are going to work with it without thinking twice about it!

About Erik Bernskiold

Erik is the owner of the Bernskiold Media Group and is a Web Designer, Photographer and Software-Trainer. He is interested in all aspects of graphic design and media production as well as gadgets and technology.

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  1. I would like tagging to become more pronounced in file system management. Spotlight does a decent job, and with all the information constantly pouring in, my file system is just overloaded with stuff.

    I agree that everyone should create a system, and then be disciplined about using it. It’s just too easy to leave stuff scattered all over your desktop.

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