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<\/a>\n<\/div>\n<\/p>\nBetcha didn’t know that Producteev — for task management — can double for document management? Yup. Not only can you tame your workflow, but your paper (or file) flow as well. I didn’t really believe my boss when he said this. Skeptical at first, I decided to put the idea to the test.<\/p>\n
Prepare \n Transfer Usually, I made task titles the name of a document. Except in the case of giving a document a crappy name which made it difficult to gauge its contents. In this case, I made sure the Producteev task title had a better and more intuitive name after uploading. Our partnership with Scribd<\/a> allows for virtually any file type to be attached. Once attached, files can be previewed or downloaded in an instant. <\/p>\n \n Arrange documents in alphabetical order using the Sort by – Title feature. <\/em><\/p>\n Conquer Perhaps the greatest advantage of moving the files is advanced search<\/a>. Producteev now scans task titles and<\/em> attachments, so finding whatever I need will be a cinch!<\/p>\n \n Check the box to search notes (attachments).<\/em><\/p>\n What I’m really excited about, however, is being able to do things like access these files from any device. This will be so handy when I get a new ipad2! I can easily refer to prior newsletters, for instance, and brainstorm for upcoming editions while commuting. How geeeky and wonderful!<\/p>\n If you use our task manager to store and organize your documents, we’d love to know more! Feel free to give feedback and add comments about your inventive use of Producteev.<\/p>\n Photo credit: ymajik<\/a><\/p>\n<\/p>\n
<\/strong>Before I could successfully transfer files, I had to clean them. I created new folders that actually made sense<\/em> for organizing my Documents… I backed up one folder on our Time Machine, emptied out my Downloads and deleted 1100+ items from the Trash. Sounds like a pain and a lot of work, but it’s really Step 1 for transitioning onto the cloud. <\/p>\n<\/a>\n<\/div>\n<\/p>\n
<\/strong>I began by adding a new workspace called “Docs.” In total I copied 34 files, which I labeled accordingly. For simplicity, you may want to use the same labels as folders on your computer. Though, I am using Producteev as a backup. If you plan to use Producteev document management for saving space on your local storage, you can use any classification system. Monthly storage quotas are sufficient for most use cases.<\/p>\n\n<\/div>\n<\/p>\n
<\/strong>The majority of these documents are finished drafts of website copy, newsletter promotions and other materials. For any drafts that are unfinished, I added the word “draft” in the title and starred them (hoping that a star, or priority, would push me to getting them done). Deadlines should really be set on those drafts. \ud83d\ude09<\/p>\n<\/a>\n<\/div>\n<\/p>\n