Everyone organizes their Google Drive differently. Shockingly, many Google Apps users don’t organize them at all. By using a few best practices, there is a system for making Google Drive much more organized and easier to navigate.
Proper folder structure, naming conventions, color coding, and keeping track of what’s shared with who can go a long way when used properly. These four tips show the best way to organize your Google Drive for faster navigation so you never lose track of a document again.
1. Folder structure comes first
The best starting point is creating a clean universal folder structure. An easy way to do this is to create a folder for each category of document and then make subfolders for each aspect of that category. An “uncategorized” folder can house all the documents that don’t fit into any of the other folders yet. Scan through the “uncategorized” folder regularly and sort its contents into the appropriate labeled folders if possible.
Within each subfolder, it is a good practice to create folders that are dated by week to keep track of the dates each document is created. That way no folder becomes too full and difficult to sort through.
To create a folder, click the red NEW button and then select the option for folder.
2. Add some color
Google Drive has an awesome feature that allows you to color code your folders. This can be done in such a way that makes sifting through your drive much faster.
In the example below, we made each folder in our Drive a different color and then each subfolder a different shade of that same color. The dated weekly folders within each subfolder are the same shade as the subfolder it is contained within. This way, if you’re looking at a folder titled “April 6-12,” you can instantly tell what types of documents are contained in it simply by glancing at its hue.
To change the color of a folder, click the arrow to the right of the folder name on the top bar, and then select the change color option.
3. Standardize your naming conventions
Date created is a mysteriously absent field in Google Drive. Instead, you can only view when a document was last updated. Finding a document by its creation date is sometimes useful and more intuitive, which should be considered when designing your naming convention.
We think it’s best to name every document in the following way: “[DateCreated] DocumentName” and then let the folder structure and color coding do the rest. For example, a student loan payment receipt created on the 19th of April would be titled “[4.19] Student Loan Payment Receipt.” This will be easy to find whether you are searching for the date or the title of the document. For more tips on how to name your Google Drive documents, click here.
To rename a document, highlight the documents name in Drive and then click the three vertical dots on the right side of the top bar. Then select rename.
4. Shared with you, organized by you
When a document is shared with you, it can be hard to locate because it is not automatically added to your “My Drive” folder. Make sure to add the file to the appropriate folder in “My Drive.” If it does not adhere to your naming conventions, create a folder that fits the naming convention and add the shared file to that folder.
To add a document that is shared with you to “My Drive,” highlight the document in the Shared with Me folder and then click the three vertical dots on the right side of the top bar and select Add to My Drive from the dropdown menu.
For more expert tips on organizing your Drive folders and making them easier to navigate, check out this great episode of The Apps Show from our friends at Google for Work.