Saturday, October 5, 2024

Use Colored Tabs to Manage Project Folders

It’s a challenge to keep track of everything you must discuss with co-workers involved in a project. Project folders are a good start, but each folder contains issues involving various people. You may have 4 issues, in 4 different project folders, to discuss with Sue. How can you remember them all when Sue phones?

A commonly-used method that doesn’t work is to remove all papers to be discussed with Sue from their project folders, and put them in a pile – when Sue calls, you go through the pile. But this causes problems later because you don’t have time to put the papers back in the folder.

The solution — Use colored flags or sticky notes to ‘sort’ paper without removing it from its project folder. Use visual cues. If Sue’s last name is Green, she gets the green flags. When you see a paper to be discussed with Sue, stick on a green flag. When Sue calls, reach for the green-flagged papers. (Remove the colored flag when you’re done.) How about Bob, your co-worker who’s always down in the dumps? Assign him blue tabs. (I don’t recommend you tell people the reasons for your color choices!)

The benefits are many: You don’t have to call Sue again because you forgot to ask her something. You spend less time moving paper around. And you won’t misplace things.

Jan Jasper has been training busy people to work smarter, not harder since 1988. She helps clients streamline their systems and procedures, form optimum work habits, use technology efficiently, and manage information overload. Her specialty is helping people who’ve already worked with professional organizers and coaches and are still not able to get it all done. Jan is the author of Take Back Your Time: How to Regain Control of Work, Information, & Technology (St. Martin’s Press). She recently completed a North American media tour as the national efficiency spokesperson for IKON Office Solutions, Inc. In 2001, Jan was the office productivity expert for staples.com. She has appeared on radio and TV all over North America and is quoted regularly in print. Jan is currently on the board of the Tri-State Chapter (NY, NJ, & CT) of the National Speakers Association.

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