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By Job Number/Project name or by Client
Bert Mahoney | Jul 26 2006
I'm using GTD to manage my life as a self-employed entrepeneur. Been using it for a few months now and have strayed away due to the "business" of things and too many emergencies. Well tonight I'm getting back on board, just did a brain dump and filled over two notebook sheets with stuff that was stuck in my head after looking at a trigger list. When looking at how I have my primary information stored for GTD (I'm using Kinkless ) I'm finding an issue with how I'm structuring things at the topmost level. I have some things titled by project individually, then some projects are nested one level lower in a folder by client name. So, I'm not sure what is most effective. Creating folders for every client and then placing projects within them, or listing every project individually. Anyone wrestle with something similar and decide to go one way or the other? 4 Comments
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 I don't know about invoices,...Submitted by Chrome47 on July 31, 2006 - 6:38am.
I don't know about invoices, since that's not my job, but I'd assume so. It makes sense to have invoices numbered the same as the jobs, in case you need to look up job # 2003, which was a 5-page website, and someone else needs that, you just pull that file, invoice and all, to give them an accurate estimate. However, sometimes there might be multiple invoices for one project (especially when a project is large.) We actually have some large, multi-part projects that we've had to break down into smaller pieces, like 2432-A, 2432-B, and so on. I've only been here a little over a year, and the new owners were here about 5-6 months before that, so in many ways this is still a very young firm. It's a lot of fun, though, and it feels like I'm at the ground floor of something special. » POSTED IN:
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