Taking Action
Last week we discussed clearing off your desk by creating a permanent
action file. This week we will discuss creating a "temporary action
file" for the rest of the scattered papers left on your desktop. A temporary
action file is designed to hold items that need your attention, and
that have an end-date, such as future travel or upcoming projects. If
you have a desk drawer that will hold hanging file folders, you have
the perfect location to set up your temporary action file. These files
should be kept in your desk, or within arm's reach while you're sitting
at the desk so you'll have ready access to them while you're working.
If you've ever spent time pulling together all
the papers you need before an out-of-town trip, you'll appreciate the
need for these files. The idea is that each time you have a new future
event or project, you should assign the respective papers to a specific
folder. Whenever you get any paperwork pertaining to that event or project,
put it into the folder. When the date approaches for the event, you
can pull all of the paperwork for that event out of the folder and take
it with you. That then opens up a folder for use with the next project
or event that comes up.
How should you label these folders? If you're using
an organizing software program such as Taming the Paper Tiger (http://www.thepapertiger.com),
you'll receive preprinted labels marked "Action 1," "Action 2," "Action
3," etc. There are a couple of reasons why this is an efficient numbering
system: 1) The labels are general and don't need to be changed when
the contents change; 2) You can tell by the label "Action" that it's
a folder that you need to pay attention to; 3) Your events or projects
don't need to be in alphabetical or chronological order within this
system, rather they can be placed in order of importance.
If you're not using an organizing program, you
can create your own filing index in a database, spreadsheet, or word
processing program. You should set up fields labeled something like
File Number, File Name, Description, and Action Date so you can develop
an index for your files as you create them. Using the method described
above, your first temporary action folder would be labeled "Action 1,"
which would be the File Number. The File Name would be a brief description
of the event or project, such as "California Trip." Use the Description
field to be as descriptive of the file contents as possible, so you
can use the Find feature in your program to locate the file if you can't
remember what you named it. Put the date of the event or the project
due date in the Action Date field. You can print out an index and keep
it in a file marked "File Index" in your Permanent Action File (discussed
in last week's column). Then you'll quickly know where to put papers
for your temporary actions as they come in.
As far as organizing the files in your file drawer,
don't overlook the simple effectiveness of using different colors. You
can use, for example, red folders and/or red tabs on these folders,
to highlight the action folders. And if you use a different color for
your temporary action files, you can easily re-file the folders using
color as the separator.
Once you've created your temporary action files,
your desktop should be relatively free of clutter. Pat yourself on the
back and treat yourself to a reward. You've done your part to make the
world just a little more organized.