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. You can subscribe to this podcast on: Podbean | Apple Podcasts | Stitcher | Spotify | TUNEIN Links: Email Me | Twitter | Facebook | Website | Linkedin Get Your Copy Of Your Time, Your Way: Time Well Managed, Life Well Lived Subscribe to my Substack Take The NEW COD Course The Working With… Weekly Newsletter Carl Pullein Learning Centre Carl’s YouTube Channel Carl Pullein Coaching Programmes The Working With… Podcast Previous episodes page 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’...
