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How to use folders and categories to organise work

As task numbers grow, organisation matters. How to set up folders and categories that make sense.

As task numbers grow, organisation matters. How to set up folders and categories that make sense.

Short answer: Organise tasks in folders by the thing your team thinks in, usually site, client or department, and use categories for the type of work, like maintenance or cleaning.

Choose your main structure

  • By site for multi-location teams.

  • By client for service companies.

  • By department for larger teams.

Keep it simple

Fewer, clearer folders beat a deep tree nobody understands.

Frequently asked questions

Can we change the structure later?

Yes. Start simple and adjust as you learn.

Try it with your team

Set up folders for your sites or clients. Please Do It is free for 30 days, with no credit card required.

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