Maintain a capture inbox for quick thoughts, a working area for active projects, and an archive for finished material. Use lightweight templates for briefs and meeting notes. Rely on backlinks or tags instead of deep folders. Weekly, promote promising notes into drafts, and delete stale fragments without ceremony or guilt.
Use a simple board or list with three stages: Today, This Week, Later. Each task gets a clear verb, a tiny deliverable, and an owner, even if that is you. Limit work in progress to protect flow. If something lingers, rewrite it smaller until execution feels almost inevitable.
Name notes with front‑loaded keywords and dates, then trust search to retrieve them in seconds. Tag sparingly using consistent, memorable words. Avoid nesting folders six levels deep. When in doubt, capture first and process during your weekly review, letting recency and relevance surface what deserves attention next.
Pick a single cloud provider with reliable sync and offline access. Mirror your top‑level folders to match your project list. Move shared client folders inside a designated workspace to avoid scattering links. Enable selective sync for archives so your primary machine stays light, fast, and ready to compile or design.
Follow the 3‑2‑1 rule: three copies, two different media, one offsite. Automate a continuous cloud backup and a local encrypted drive. Test a full restore quarterly, not just a few files. The calm you feel afterward fuels better decisions during crunch time when everything else gets loud.
Adopt a predictable pattern: YYYY‑MM‑DD short‑slug v1, v2, final. Keep client codes and project IDs upfront so lists sort sensibly. Use short, human words. When collaborating, document the pattern in a shared note so everyone names consistently, preventing expensive hunts through vague folders while deadlines loom.