Setup Checklist

Get Your Digital Life Organized in 15 Minutes

This checklist will walk you through setting up a simple 3-folder system (Projects, Reference, Archive) that makes finding any file take seconds instead of minutes.

Step 1: Create Your Core Folder Structure

Set up your three main folders. Number them so they stay in order:

• [ ] Create folder: "1-Projects"

• [ ] Create folder: "2-Reference"

• [ ] Create folder: "3-Archive"

  

Step 2: Set Up Active Projects

Inside your 1-Projects folder, create nested folders for everything you're actively working on:

• [ ] List all current work projects (presentations, proposals, ongoing initiatives)
• [ ] List all personal projects (trip planning, home improvements, hobbies)
• [ ] Create a nested folder for each active project inside 1-Projects

Examples: Q1-Territory-Plan, Smith-Account-Proposal, Family-Vacation-June, Newsletter-SSL

• [ ] Verify each project folder is clearly named and ready to use

Step 3: Set Up Reference Folders

Inside your 2-Reference folder, create high-level life area folders: