Folder Templates
December 3, 2007 · Print This Article
If you have a lot of computer folders that need the same organizational structure you might consider creating a template folder. For example I have a standard layout I use for the folder to keep track of client information. This includes folders for billing information, contracts, notes, etc.
I created a folder in my Clients folder called z_template. This makes it stay at the bottom of the list. In that folder I setup my layout. I usually name my folders with an underscore beneath them so all of my standard files stay at the top–regardless of what else ends up in the folder.
When I start a folder for a new client, I simply copy everything from my template into their folder and on my way to a well organized business relationship.
You can make the structure as deep as you need. It is also helpful to pre-create common files. For example, I usually have a text document that I use as a scratch pad for any access information. So if a client gives me access to their intranet, the URL would go in this file. If the file is already there, I’m much more likely to use it than if I have to create it.
The underscore idea is tremendous! Thank you!
This is a simple but smart idea. I’ve always had a preference for using basic folders over any other approach because it can be used anywhere and I have full control over it (ie. music in folders rather than in an itunes database)
SpiKe, Organize IT
I would recommend naming the template folder ‘__template’ instead of ‘z_template’. This avoids scrolling down to find the template folder as it will always be on the top of the list instead of the bottom.
@Toni - That is a good way to do it if you want the folder at the top. I used the z_ because I want it to be at the bottom out of the way. It probably depends on how often you create new clients.
[...] months ago, I did a post where I talked about creating folder templates. I’ve created a short You Tube video that shows the folder templates in action. I’m a [...]