Organizing Photos

This can be a daunting prospect, especially if you have little to no system in place. It’s similar to dealing with paper – these relatively small things that each need to be looked at and dealt with. Yet photographs are often one of our most prized possessions, and creating a system means that not only are we protecting them, but also that we can appreciate them when we want. As I touched on last month in Technology – Digital Pictures, organizing photos is becoming even more of a challenge to organize since we often have both physical pictures as well as digital ones.

As with virtually everything that we need to organize, the first step is to figure out what you want to do with your photos – besides keep them of course. Do you want to put them into an album? Do you want to scrapbook them? Do you want them all printed or scanned – keeping them all in one specific medium? How would you like to be able to appreciate them? There is no wrong answer – although many people are embarrassed they don’t want to do more with them than have some order.

Let me make a couple of things clear early on – one, you do not have to set aside a weekend or a day to begin organizing your pictures, you can decide to spend an hour here and there (as with all organizing endeavors). Two, as precious as photographs are, challenge yourself to part with the blurry and unnecessary duplicates. Three, if you want to keep the physical images safe, look for archival containers (including albums and pages) that might not be available locally. Four, consider whether you need to organize the larger pictures independently from the standard size pictures.

Often the traditional thinking with pictures is to get them into chronological order. If the mere thought of figuring out the chronology of all your pictures leaves you wanting to scream, don’t worry – there are other options. The ideas for organizing photographs can work with both physical and digital – though digital has other challenges associated with it.

One approach for organizing photos is to consider a broad timeline idea – more than chronological. One person I worked with chose this idea: since kids, couple-hood, before spouse, and earlier generations. In this situation, we needed 4 empty boxes/containers for those categories and we sorted the boxes of pictures into them, just adding another box into the category when the first was filled. In another situation, after using floss to remove old pictures from albums, we spread out the pictures to divide them into decades – the ‘10s, ‘20s, ‘30s, and on.

If you think about scrapbooking – not that you are going to do this – the idea is to have a theme, the focus of the particular scrapbook and gather those photos together. You can use this idea for organizing, the themes for your family and life – trips; family traditions (i.e. holidays, celebrations, etc.); athletic/theatrical/nature-loving/etc. kids; family “monsters” (pets); state of the home (garden pictures, renovations, etc.). This is a time for you to think about your family and the things you are capturing in the pictures. These themes become your broad categories – the piles or boxes that you sort into.

Imagine having a collection of pictures from each year your child was in soccer (or whatever activity) all together. Organizing your pictures in this way allows you to see the progression over the years – there is a continuity to the photos that also offers perspective, “look how much they grew from that first year until their last year.”

Even if you stop at this point in the organizing process you will have a system in place. Of course, you can continue to refine that system more – breaking those broad categories down so that specific photos can be found. This is when you can use other groupings within the larger category – so all the Halloween pictures of your kids or Halloween pictures of your kids from the 1980’s are together. You get to create the way you break it down or not.

From a preservation standpoint it’s recommended that you refrain from labeling the photographs themselves as inks can end up damaging the images. From an organizing perspective, labeling each picture can be time-consuming and maybe even frustrating. It’s easier to label the envelopes, index cards, and box for each category.

There it is – the process to getting your photographs into a system. Yes, it will take time to get through your photos and into the organizing system that makes sense for you. Yet with these dear memories, how wonderful would it be to have easy access to walk down memory lane or to find pictures to share with others? And with the system in place if you decide later on to do something different – like make an album – the photos are already organized. Any new pictures coming in can also be easily added to their place in the system.

3 Common Scheduling Recommendations

What comes to mind for what ‘schedule’ means to you? There are times that I think of my calendar specifically – those appointments that are concrete and involve other people. Other times it’s broader than just my calendar – where it’s all the various pieces on my agenda. And let’s be honest, we all have an agenda – whether or not we write it down or make consistent progress. When we struggle with our schedules it’s setting us up for crazy-making – we feel guilty, lazy, and head towards being overwhelmed. And no matter what any expert might claim, what will help you is something for you to discover, so let’s consider some approaches that you can experiment with to find out what will help you.

Put Tasks Into Your Calendar-

Most time management experts say that we need to put tasks into our calendar – you choose a block of time and add it directly, making it into a concrete appointment, with you. If you’ve never tried doing this, I would suggest you test it out and see if it helps you. This seems to be one of the most popular and common recommendations – sometimes even part of the foundation of time management approaches. It’s also a prime example of something that works for some people and falls flat with others. Although I play with this from time to time, it’s something that fails to benefit me. Maybe my inner child rebels against that much structure or I’m aware of how negotiable those tasks really are – yet more often than not, any tasks in my calendar end up getting done in other time slot or avoided. The one exception can be errands – where I choose the errands based on time and location, so it’s really the most convenient to do it then.

Identify Your Roles-

This is another popular piece of the foundation for managing your time – identify your values and the life roles you fill. Another way to think about these is what are your big picture goals for your life – those important things that you want to spend time on. I’ll even go a step further and tell you to make sure one of those things on your list needs to be: personal/self-care or some other name that means you’re making yourself a priority in order to have the energy for the other things. If we identify “relationships/family/friendship” as a role we value, we can then make room in our schedule for attending to that. I talk about this in Tasks – Big Picture View, and share my own list of 5 roles. The list of your roles will work more effectively if it’s short (again time is limited) and then you make effort to include fulfilling aspects of it in your schedule. You can use these roles in other experiments – both to help you include them in your schedule and to see if you are living your values the way you’d like to be.

Include Time Estimates with Each Task-

Many experts talk about writing the amount of time you think a task will take right after the item – regardless of what the task is or how time consuming. As I talked about in Take Control of Your Schedule, we all only have so much time to work with and it only helps us if we can avoid over-scheduling ourselves. I’ve talked before about how our perceptions of time can be distorted – in either direction – so writing down your estimate about how long each task will take you helps you to be mindful about what you’re trying to accomplish and whether it’s a task for another day or time. Also by having the time estimate there, you might realize how you need to adjust the allotted time for certain tasks, more or less time – helping you control your schedule in the future. Although I do not write time estimates each week on my to-do list, I use this as needed – whether to remind myself that this or that task will take more time or to clearly show that just because most tasks are “small” the time still adds up. I’ve also noticed that when I am feeling overwhelmed that including the time estimates on my to-do list helps lessen my anxiety and stress, which translates to making the most of my time in smart ways. Of course, if you use a digital calendar and put your tasks directly into your calendar, you are blocking the time – the estimate of the time that task will take you. Even if you don’t physically record your tasks, you can consider the time required when you’re thinking about what’s on your agenda.

These 3 approaches to handling your schedule more effectively are probably the most well known, although I’ve got several more on my list of options for scheduling experiments for another time. None of these are the end-all be-all that will solve any schedule challenges. They can all be used together or not – although knowing these approaches, even if you don’t actively use any of them, can be important as you work with your schedule. If you haven’t tried any of these, test them out for yourself and your life. Do they add any benefit for your schedule? Is there a particular time or context that they could help you? Remember, it’s all about finding ways to help make your life easier.

Get the Help You Need

Smilingly I would comment to people when they called that if there weren’t lots of people struggling on their own, my profession wouldn’t even exist. This experience of feeling unable to handle things on their own elicits responses that vary widely – some people are nonchalant and comfortable while others are deeply ashamed and feel like they might be somehow broken. And if you fall into this latter group – read on as I discuss how understandable it is to be embarrassed and why it’s completely normal to have someone help you.

Anyone can be nervous about the state of his or her home and spaces. And I mean anyone – from the “hoarders” to those in an immaculate home, and everyone in-between. The self-described “hoarders” are often quite embarrassed – though by labeling themselves as such, they’re putting themselves in with the extreme situations shown on TV. Then there are plenty of people being labeled as “hoarders” by their families and don’t necessarily realize that having some (even a lot of) clutter doesn’t make you a “hoarder.”

Our loved ones can sometimes unintentionally make things more challenging (if we’re giving them the benefit of the doubt, and I like to give everyone that). There are people who seem to struggle to understand how anyone could get so behind, or not handle things more efficiently. As I’ve interacted with some people like this, it seems that they cannot conceptualize anything beyond how they “just do what needs to be done” so why can’t everyone else do that? Others are frustrated and hurt at how things have fallen apart and their emotions interfere with being helpful about getting things back on track. And that can lead to becoming hopeless about things ever improving – for everyone involved. These messages – whatever they might be – can then add to the embarrassment of both the situation as well as needing help at all.

I desperately wish there was a way I could shift everyone’s thinking to understand that we all need help. It doesn’t make us a failure nor does it mean that we are broken in any way. Although it is contrary to many people’s conceptions of a professional organizer, professional organizers will call in other professional organizer’s to help them with their own spaces. Why would they need someone to come in?

It’s easier to do things when you’re not alone. I cannot claim to know why this is so – yet many, many people talk to me about this. I feel this same way, and have asked friends over to simply keep me company while I work on something. We are social animals after all. Things seem less onerous and there is someone to bounce ideas off of. It can be amazing that simply having another person present can reduce how overwhelming things feel. Maybe it’s an implicit accountability – “I’ve invited them over to talk to me while I do x, I better do x.” When someone is right there with you, you’ve got a place to turn for support if you need it.

Some people are more likely to view things from “new eyes” when there’s someone with them. I’ve noticed that myself – when we had a small party, I suddenly saw all the cobwebs on the ceiling that I’d missed and how this and that spot felt a little cluttered. It’s like I was viewing my home from each guest’s eyes – at least possibly. And when you bring in a professional, they can go a step further than simply another set of eyes – they can recognize how things could be improved (though most of us aren’t going in looking for that randomly – just when someone hires us!).

It saddens me that any of us would be ashamed of needing help. If we think about it, there are lots of things we all need help with and have no embarrassment about – so why is there a double standard about needing help with some things (even within ourselves) that brings up shame? Maybe those who are comfortable are those who recognize that getting help is the next logical step – it’s not a big deal. Whatever you might be struggling with – I encourage you to lose the embarrassment or at least set it aside and find someone to help you through it.

More Brief Overviews of Organizing Products

It’s a bit mind-boggling that it didn’t occur to me sooner to share these various products – whatever they might be. My thinking had been narrow, yet as I shared last time – just because I’m not prepared to write an independent review doesn’t mean these aren’t worth sharing. In this world where we can be overwhelmed with the choices available to us, there’s a line between being informed and being paralyzed by the options.

Without further ado let’s jump right into the products.

1. DoubleSeal Envelopes from Ampad – We’ve probably all known someone who moistens the envelope flap and then puts tape over the flap as well. Heck, there are times when the moistened seal doesn’t seem to be adhering well and we need the tape to keep the contents contained. Here’s a product that provides that tape right on the envelope itself – no running to retrieve the tape – and adds that extra level of security. This isn’t a product for everyone, though if this is something that would make your life easier – know that it’s available.

Double Seal Envelopes from Ampad

2. Packaways – This was a new product for me from this year’s 2013 NAPO conference and I really wished they had a miniature sample to bring home with me and let everyone play with it. These are reusable plastic storage boxes that come in translucent and 3 bright colors in all three styles they make: classic (3 sizes), under bed, and tote. There are a number of features which make them unique: they collapse and reassemble repeatedly without anything else required – no tape, they have wipe away panels for labeling on 2 sides of the box, corrugated plastic construction protects from water and humidity, and all styles are designed to have the same footprint which makes stacking them easy. This was certainly a product that surprised me this year – playing with pressing the opposing corners to make the bottom fold into place and then collapsing them – I was impressed with the apparent durability and ease. There’s a good chance I will purchase at least one of these eventually and if it’s as good as it seems, I will share my impressions with you.

Packaways green classic plastic storage box

Packaways Classic Plastic Storage Box

3. OrganizedUp Heavyweight Vertical File Folders from Smead – Here’s another organizing product that offers the vertical option, although it does have the option for using and labeling on both the vertical and horizontal to make it more versatile. I’m happy to see that the vertical options are growing – that approach makes it easier to identify the specific papers you are looking for since the title will be at the top of the opening. This style also makes organizing papers in backpacks and similarly designed bags easier. These are water resistant, closed on two sides, and designed to hold up to 25 pages. Each pack comes with 3 colors – either earth tones or bright tones.

Vertical File Folder, heavyweight, from Smead

4. Pliio – This product is a clothing filer – yes, a way for you to file your clothes (it just might help me shift my reaction to the idea of “filing”). The design makes it quick and easy to fold your clothes while keeping the shape uniform which then means it’s easier to find the clothes you are looking for. How intriguing that by using these you could line your clothes upright; no more toppling stacks of clothes as well as not needing to dig to the bottom of the pile to get the item you want. These help make the most of your storage space and when you are packing for a trip. Even better they are now available at Bed, Bath & Beyond so you can see them for yourself in person.

Pliio – clothing filer

5. HomeZada – This is online and mobile software for organizing your home with a free version and a paid, premium version ($59.00 a year or $5.95 a month). With the free version, Essentials, they offer: a home inventory where you can collect warranties, owner’s manuals, receipts, and pictures; property documents where you gather insurance and mortgage documents, plans, permits, and tax documents; contacts for your service providers and emergency contacts; and news & alerts which provide you with maintenance tips and seasonal checklists. With the premium version you get everything that Essentials include as well as many benefits relating to home maintenance and a section for home improvements projects: templates, financial planning for the projects, and shopping comparisons, and finally the option to manage up to 3 homes, which could be great for landlords.

Screenshot from Home Zada and home maintenance

Screenshot from HomeZada and its home maintenance section

As with any and all products it’s important that we evaluate what could help us and avoid the temptation to get simple because it’s neat. For me, the Pliio is the latter – it seems neat and could be fun, yet I already manage my clothes well, it wouldn’t help me simplify. We also need to be mindful for the time and energy we have to put into things – when it comes to programs, it’s easy to become enamored of the idea that it could make things easier except that we’ll need to learn it and use it – sometimes this easier said than done.

I’ve tried to include a variety of products that are out there which were developed to help us get and/or stay organized. These are not products I’ve used (and abused) to see how well the function – they are simply options that I know about. Would any of these meet your needs? Are there things that you need yet the products you know about don’t fill those needs? What products are you interested in knowing more about?

Misplacing Things?

It happens to all of us – we forget where something is or can’t find that thing we need. I’m currently even in the middle of one of those times – one of our magazines has a place, I’m sure of it – yet I cannot seem to locate where they are. It bugs me! And granted I can be a bit of a perfectionist; it’s more than that though, it’s unsettling to know you have something yet cannot get your hands on it. Although on some level losing things is inevitable, it’s worthwhile to work at minimizing that. Therefore let’s look at some of the causes of losing things as well as steps to take in order to limit how much we misplace.

We don’t put things away when we’re done with them.
- Put things back into their home when you are done with them. How’s that for an obvious solution? Yet, the better we can get about this, the easier our lives can be.
- This can happen for any number of reasons and sometimes it can even make sense at times. There are steps for dealing with things we aren’t ready to put away so they won’t get misplaced in the process. First, is there a place nearby the home that keeps the item more accessible? For instance you have an item you pulled out of the bathroom medicine cabinet/drawer/cabinet and want to leave on the counter – it might be the reminder of seeing it or making it easier to access. I have a counter of sorts for in process stuff – everything goes there, waiting to be used and then returned to its home.
- Also, keep things moving toward their home – I know I don’t always want to run upstairs/downstairs to just put something away – yet I have containers for items that need to go in that direction, so the next time I’m moving that way, I take it along and take the few moments when I get there to put the things away.
- Does something else need to change? We had a chronic problem with scissors in our home – they kept disappearing. When we talked about it, we realized that we really wanted more around – it was too inconvenient and not easy enough – and once we got a couple of more pairs, they each go back to their homes after they’ve been used.

We put like things in different places – whether that’s forgetting where we’d put that x thing before, or wanting those x things in multiple areas for ease of use, or changing our minds about where to keep x and not moving the earlier place into the new place.
- Put x in only one place and do it every time.
- Early on in getting things organized, focus only on choosing a place and putting the things in that place. That’s the most important consideration initially and later you can think about other considerations.
- Also, if you’re early in the organizing process, remember to think in broad categories first – so all “office” supplies get put in one place, or like I talked about recently with papers in Paper Pyramid, all papers to be filed in one place. You can refine these once you’re further along, though those things will likely be close together at that later point too.
- There can be times when having more than one place for x thing: cleaning supplies in each bathroom, items you want on each floor of your home, products that are currently open and being used like Ziploc bags, toilet paper, garbage bags, etc. are examples that might have two locations – those that are in use and those that you pull from when needed. As with almost everything, it’s not completely an absolute – unless you can make it so.

Here I’ve only covered two of the reasons we can misplace things among the many possibilities that exist. I’ll discuss more in the coming months. And you will probably begin to see how much overlap there can be among the culprits that lead to our misplacing things. With these two examples – we might not put things away when we’re done with them because that item could go in more than one place – so it’s easier to simply not put it “away.” It can help to examine which is your primary struggle with misplacing things and then try different strategies to limit or even eliminate these tendencies.

Herding Papers into the Filing Cabinet

I have a vision of trying to herd cats – with them flying in all directions! I’ve only met a few people who actually enjoy filing, and the rest of us try to manage it. This can be especially challenging if you have put off handling your papers once you’ve finished the action they needed – as well as if your filing system is over-full from lack of purging. When you are facing this situation you have a decision to make about what your first step will be – do you begin with thinning your filing system or by corralling all those loose papers?

First some questions: (familiar from my “Paper Pyramid”)

Do you currently have a system for your papers?
Is there room within your system for adding papers? (i.e. is your filing cabinet or whatever stuffed full or not)
Are you happy (relatively speaking) with your current system?
How many papers are waiting to be added to your system?

If you can answer yes to the first 3 questions, then your progress can move forward more easily – how much so will depend on your answer to the final question. (If you answered no, check out the link above to Paper Pyramid.)

The most satisfying first step regardless of your answers is typically to get all those loose papers together. Toss all those that you don’t need or want to keep – as long as it’s obvious quickly; otherwise wait to decide until you get farther along. There will be more opportunity for purging in the process.

Just like if your answers from above were no, the foremost consideration as you look at each piece of paper is whether you will need this in the short-term or not. Depending on the amount of papers, this might be all the distinction you need – 2 piles of papers: needs action and to file. It’s critical that you keep all papers that need your attention separate and together through this process – until they can be tossed or moved into a pile for organizing/filing.

Hopefully if you answered yes, you’ve already made the decisions about how long to keep papers that are exempt from governmental guidelines. If not, there’s still hope – you just need to think about and decide for yourself how far back you need to keep certain records. There are many opinions out there about how long to keep your papers (besides property and tax related) – which I talk about some in Paper Retention. Remember at this stage it’s fine to add all papers to their pile, the decisions can be delayed for the time being.

Depending on your answer to the last question, “How many papers are waiting to be added to your system?” the next probably step is to subdivide. For instance, get all your financial papers together, all the instruction manuals, everything that can fit into a category – make sure the pile of papers is relatively small so that the filing process can move along smoothly.

Since you answered yes to the first three questions, consider another question:

When was the last time you purged papers from your files, even if they are not overflowing?

If you don’t know or it’s been more than a year – as much as you might not want to hear it, this is the ideal time to organize your files. This is not about emptying the file drawer and surrounding yourself with piles of papers.

It is about taking the best opportunity to make sure only papers you need and want are taking up the valuable space in your system. Therefore, you have a pile of financial papers ready and waiting to go into their file. Pull out the file – completely out of the filing cabinet. Look through it, this doesn’t need to take much time once you’ve decided how long you’re keeping each type of paper – and remove all those papers that are older or no longer relevant. Then add the sorted papers you’ve gathered from around your house into their appropriate file. Continue with each file.

One of the things I’ve done to streamline the purging of older papers is to place a single tabbed divider between each year in every file. This means that at the beginning of the next year I pull out all papers in front of the first divider and shred them, and move the tabbed divider to the back of the file and add all current papers behind it. This makes regular purging a simple process that requires virtually no thought.

Remember that one of the things that can break a filing system down is having too many papers in one file. There’s a fine balance between too few and too many papers in one file. And to state the obvious, if we don’t purge the papers from our files, they will overflow – or more likely we’ll stop doing the filing to avoid dealing with that cramped file. Any way that you can make purging papers an easy part of the process will save you time, energy, and most importantly – your sanity throughout your life. Your files will no longer threaten to explode and any resistance to getting those papers into the filing cabinet will come more from just the dislike of the filing process than actual problems.

Getting papers from around the house into the filing cabinet should not at all be like herding cats. Ideally it’s not a chore, it’s something that can happen fairly easily. Although I admit, filing remains a chore for me. It’s still not like herding cats – I have an inbox designated for papers that need filing in a discrete place that also has limited room for growth – the paper corral. If my papers have moved past any necessary action, they go directly to the “inbox,” and this is where they stay until I manage to get them into the filing system. This means my papers are in one of three locations only: action needed, the “inbox,” or in the correct file. It’s only the last step that I can still struggle with – yet it’s completely organized as it is. It’s all about finding what works for you – so herd those papers into the filing cabinet and regain control of your space.

Review: NeatDesk Scanner

4.5 out of 5 stars

The Neat Company’s NeatDesk Scanner – desktop scanner I’ve used

Pros:

Eliminate paper
OCR (character recognition)
Searchable files (due to OCR)
Ability to edit PDFs, including copying parts of it elsewhere
Scans can live within program or not depending on your needs
Multiple pages into 1 document
Color or black and white
Double-sided scanning option
Scans papers, receipts, and business cards
- Can add business cards into your contact program
Create reports, including ones for taxes (from any or some of the receipts)
Versions for both PC and Mac
Desktop (NeatDesk) and portable (NeatReceipts) models

Cons:

Limited ability to scan to other programs (i.e. Evernote)
Occasional image problems
Cost
Document primarily – less suited for photos
PC and Mac models are not interchangeable

Review:

Three yeas ago I talked about the temptation of “Creating a Digital Filing Cabinet with a Scanner” – and that all the tools around us have both pros and cons. Getting and using a scanner in order to reduce paper is the answer for only some of us. Just as I knew I would eventually, I picked up the NeatDesk scanner from The Neat Company. It was a little more than a year ago now. My husband and I both used it independently – scanning papers in so that we could then recycle the paper out of our space.

I can be a bit of a control freak (about my own stuff) – I want to be able to make the decisions and to control where and how things are organized. NeatDesk allows me that freedom with one setting. Not everyone wants to make decision after decision about each scanned item – and they provide for that as well, containing everything you scan to the program – if you choose. I have less experience with this, although I know that you can export any files from the program to somewhere else when/if you need to. They also offer the ability to export data into spreadsheets and create reports for various expenses, including for taxes (US and Canada).

One of the most important considerations for me was the ability to copy part of a PDF into another program – the time saved by not having to type up a section of the paper. For instance, my mom sent me an article about the benefits of getting out into nature – I wanted to save the whole article, so I scanned it. Then I wanted to share just a paragraph in the bottom part of my newsletter, and I was able to open the scanned article and copy and paste just the part I wanted to share into the newsletter.

The cost can be a large factor: the desktop NeatDesk scanner is about $400- and the portable NeatReceipts scanner is about $180- though they do have sales periodically. Since cost is something to consider – wait to buy a scanner until you are prepared to use it. Just like any new tool, it takes time to get familiar with it – the learning curve. I found the NeatDesk to be fairly easy to learn and use; even remembering with gaps between using it.

The Neat Company’s NeatReceipts scanner – their mobile scanner

A regular challenge for me can be to obsess about using the new tools – the temptation to block out all other activities for doing it all. In this case, I knew part of me would want to sit down and scan everything in sight! I also know that this isn’t the best way to handle things. First, it leads to a strong possibility that I would scan things that were unnecessary. Second, life doesn’t stop simply because I have a new system. Third, like so much, it might never be done – I still get paper magazines with articles to save. These points mean that incorporating scanning into my life would be more helpful.

Therefore I set up a file in my small desktop filing box called “To Scan” and as I came across papers that I’d want to scan I put them in the file. Then about once a month I sit down and scan all the papers in that file – a focused time for only this purpose which also means I’m also saving time and energy from scanning one paper here and another there. This also gives me time and space to be clear about the decisions I’m making about what I’m scanning and then how and where to organize the scanned papers.

The versatility of the settings makes it valuable as well – being able to scan both sides, multiple pages into one document, color or black and white means that we as the consumer have less work – the scanner can more easily benefit us. As with any tool we use, one of the most important considerations is how it can assist us with our priorities and limit additional effort on our part – the NeatDesk scanner succeeds well in keeping things simplified.

In some ways The Neat Company products are designed for organization within their program. The ability of where you can direct your scanned documents to go is more limited than I would like. Since I continue to discover how helpful Evernote is, I’m a bit disappointed that I cannot scan directly into my Evernote account. On the other hand, I use Dropbox a lot as well and NeatDesk scans my papers there quite easily. Despite the Evernote limitation, I would not give up my NeatDesk scanner – the functionality of it meets my needs (and it’s not hard to add the documents to Evernote, it’s simply another step).

Some of the documents I scanned came out blurry, though it does seem to be a rare occurrence. This year I scanned many of the tax related documents for my husband – when there was grayed or colored areas those were barely legible. Except that when I repeated the scanning of them with a different setting, they scanned in beautifully. This isn’t always the case – I have a black and white printout from a presentation with the PowerPoint slides and its appearance leaves something to be desired – though part of that could easily be that the printout itself is less than ideal.

Since I waited until I was ready to get the NeatDesk and have used it regularly for over a year I can share with you that it’s a tool that I truly value. It offers me important options for getting papers into a digital format and makes it easy to do so. Being mindful of my own tendencies, I knew going in that I would need to establish systems with it that would benefit me. Just because I have found it to be a wonderful tool doesn’t mean you need to create a digital filing cabinet with your papers. What are your needs? What are you comfortable with?

The Neat Company’s Paper Monster
Isn’t it cute? 😉

To-Do’s – Technology and Traditional

My adamant approach to all things we do – whether organizing, managing time, cleaning, or working on our goals – is to find our own, individual way. There is no one right way to do anything. Take what works from each approach and combine it into something that works for you, even using any of your own unique ideas no one’s ever mentioned. And no matter how good or logical something sounds – follow your own needs. Additionally change or adapt it when it makes sense. When it comes to to-do lists, it can be completely personalized, where only you matter.

Recently I talked about my to-do program on my iPad – Appigo’s Todo. Yet, as much as I use it and wouldn’t give it up, it’s only part of how I handle my to-dos. I do rely on it and is the place where I try to capture all the tasks I need to do – eventually. This is often called a “brain dump” where you get all your tasks – regardless of priority, relevance, timeline, limitations, and etcetera – out of your head. It’s not important how you capture them outside your head as long as they’re saved somewhere besides your brain. This is one of the important aspects my technology to-do list serves for me.

This complete collection of all your to-dos can be utterly overwhelming. I’ll confess that quite often looking at my whole to-do list can paralyze me. It’s not that I don’t recognize what needs to be done or that many items are for the future – it’s just that there’s so many – ugh. A pro for a digital collection of your tasks is that it stays neat and never requires you to rewrite it since you can move, rearrange, and modify any and all tasks easily. I’m pretty confident that I am saving significant time simply by not rewriting and reorganizing my lists!

For exactly this reason as well as some other reasons, I sit down once a week with this master to-do list, my calendar, and my ARC notebook. I review most of the tasks on my list considering the time and energy I’ll likely have to dedicate to working on these items. Then I date the page in my ARC notebook, “June 3-9, 2013” and proceed to list typically 7-14 tasks, the goals of what I want to accomplish during that week. The process of writing them down serves me in a couple of way – it forces me to be mindful of how many tasks I’ve set out to do since I find that just a digital list can too easily grow unrealistically. Also, writing them down seems to help my memory of them without the list in front of me – there’s research that supports the process of writing connects our brains with it more than just reading it.

A couple of notes:

– generally I recommend not setting more than 3 goals/tasks per day as a common struggle is to overestimate how much we can do which can then lead us to feeling unsuccessful and more overwhelmed though of course varies according to your own life

– some people find it helpful to add their tasks directly into their calendar which is great if it works (my inner child rebels against that vehemently! lol)

Even with this process, it doesn’t mean that I don’t look at my master to-do list during the week. First, my master list has regular daily or weekly tasks that aren’t included on my weekly handwritten to-dos. Second, as much as we might try to plan our weeks (or days) things can arise that require we adapt or change our focus.

This is when I find the digital to-do list additionally helpful. Most (maybe all?) digital to-do programs come with multiple features for organizing your to-dos. How you set those up and how you use them is quite personal. I’ve designated areas or “roles” of my life (which I talked some about in, Tasks – Big Picture View): Routines (this is new for me), Business, Household, Health, Personal, Volunteering. Ideally I spend some time each week in each of these areas and if I need to shift my goals for the week, I can consider if I want to focus on a particular area and use the program to only look at those tasks. I have some tasks set with an alarm, which helps make sure they’re dealt with.

Another way the digital to-do list helps me is that I set up contexts (only 1 per task) and tags (no limit per task), both of which I can sort with and see only those tasks that relate to what I’ve specified. There are times when I put off certain types of tasks and then find myself motivated to tackle them. Let me give you an example – what I consider “technical” phone calls are disturbingly problematic, those phone calls where

there’s a strong probability that it will either be phone tag and I’d ideally be around to limit the phone tag or
require being on hold indefinitely

Chances are that only those types of phone calls are even on my master to-do list and by setting the context as “@Phone calls” I can pull all them up regardless of what category they fit into and burn through them when I have the time and feel up to it. Similarly one way I use tags is for identifying types of tasks that match my current capabilities – my physical and mental state like I talked about in Your Tasks have Needs.

I’ve combined my to-do list into using both technology and more traditional methods. Some might find my way to be slightly redundant. Yet it’s my way, not anyone else’s – it’s been changed and modified over the years according to what does and doesn’t work as well as working through how to make it more successful. I doubt I will ever be done tweaking it – like the written list that sometimes has a specific day written by the tasks and sometimes time estimates while most of the time it’s just the task. It’s most important that you find ways that work for you – a system for handling your tasks that supports you in making progress through them – whatever that ends up looking like for you.

Your Tasks have Needs

Endless to-do lists exist everywhere. Even when you get caught up on your current tasks, more to-dos are bound to come your way. There’s no escaping them, whether you write them down or keep them in your head. Living our life, there is always more to do. Finding a way to organize your to-do list can be just as individual as anything else – discovering how to make it work for you is most important. Part of making things work for you is to make the most of your current state.

It’s not uncommon that some of us are most successful with completing certain types of tasks. What do those tasks have in common? What makes them easier to handle? What’s similar between tasks you tend to avoid? What leads you to feeling successful with your to-do list? What’s the biggest challenge with your list?

Our current state can have a dramatic impact on how we move through or avoid our tasks. Too often we wait until our feelings to lead us to our to-do list, “Now I feel ready to work on my list.” Yet what happens when you are always too tired, too sick, too overwhelmed?

I challenge you to consider your tasks in a different way – match the tasks with what you are capable of right now. Although there any number of ways to break tasks into categories, for this particular approach consider these two factors – the physical and mental requirements – for each task on your list.

It’s more likely that you get the physical tasks accomplished when you feel like you have enough energy to tackle it. Yet, when you are struggling with consistent fatigue or pain issues, those active tasks might be put off. This makes sense. Although if you begin to consider your tasks according to how physical they are, you can also begin to figure out how to make the most of your energy when it’s available – you’ll know which tasks to make a priority.

Likewise when you have little to no energy, you probably have tasks that are less physically strenuous. If you’ve identified which tasks those are, you can tackle those. And be sure to consider if there are ways to make some tasks less physically demanding – like the drawer you can pull out completely and put it next to you on the couch.

The second category can be just as important as the physical requirements per task. Our mental state and completing tasks has the potential to backfire – think about organizing something when you are practically brain-dead with exhaustion (which hopefully you wouldn’t do anyway). There are tasks that we can complete almost automatically – you don’t need to be completely focused to get your dishes done. Other tasks need more attention – we have to think and make decisions.

Both of these 2 categories are both really a spectrum – it’s generally not as simple as sedentary versus active – it’s a scale where you move between the two extremes. I generally think of tasks as falling on one side or the other though – for simplicities sake. I apply the same rules to the mental category too – complex versus simple (often thinking of them as intellectual vs. mindless). Yet, even by putting tasks into these extremes brings awareness about what each task will need of my attention whether they easily fit into those extremes. Then you also can alternate among the different categories to maintain or even increase your progress through your to-do list.

Therefore if you can match up the tasks on your list to your current state, mentally and physically, you can probably get a lot more crossed off your list. By pairing up your tasks with your current abilities, you will also prevent the need for a long recovery – physically or emotionally – from accidentally overextending yourself. Considering your to-do list with these factors in mind offers you the opportunity to make the most of your time and energy to get things accomplished in a sensible way.

Brief Overview of Some Organizing Products

The NAPO conference each year is such an experience of learning – both from the presentations about various topics and the expo hall where vendors display and sometimes share samples of their products. I’ve started sharing products that I want to review, yet there are plenty of products that I’m not inclined to review. That doesn’t mean they are uninteresting or wouldn’t be useful – it’s more about seeing those products as fairly self-explanatory, obviously useful or not depending on your individual needs. Then it occurred to me that you all might know these things even exist, therefore I’m here to share several products shared at the NAPO conference expo this year.

1. Bankers Box – We’re probably all familiar with these, they hold file folders perfectly with lids and handles. What you might not know is that they are offering more specialized boxes for home storage (Fellowes Bankers Box Home Organization) – they have a prettier design than the straight cardboard as well as this line of products provides windows on the side of the box in order to see some of the contents. This line also includes an ornament storage box in red and green (including the window and handles).

A banker’s box from Fellowes Home Organization line

2. EZ Flag Writing Pad – This is a traditional notepad with the perforated edge on top, with a couple of additional features – repositionable stick-on flags for labeling and highlighting on the bottom of the pad. It means you can leave your highlighter and flags at home and still have them with you.

EZ Flag Writing Pad with flag and highlighting stickies on pad itself

3. Vertical Reinforced Expanding Wallet – There seems to be a movement toward shifting the orientation for paper organization and this is one example. We know about expanding wallets with (then called accordion folders) or without dividers – now when you look in, the top of the papers are easier to read and find – if you don’t mind the necessary depth.

Vertical Expanding Wallet (sorry for the blurriness -it’s hard to hold steady while snapping a picture)

4. Privacy CopySafe File Jacket – These are just like all the 2-sided poly sleeves (or jackets) except this one has a privacy pattern on it. That means any potentially prying eyes won’t be able to tell what your papers are while still providing you with some visibility.

Privacy CopySafe File Jacket with a paper partway in to see the effect

5. What’s That Paint – Here’s something new – labels made specifically for your paint cans. It has space for you to put information about the paint and your use of it: area/room, color, finish & base, brand/store, date, other, and a place to dab the color on the label. You’ll never have to wonder when or where you applied what can of paint again.

Labels for your paint cans from What’s That Paint

These are a handful of products that have been displayed and shared at the NAPO conference expo. They certainly fill the needs for some people and are straightforward in their capabilities. And just as much, not everyone will have a need for them. Yet, I believe it’s always great to know what is out there and possible for filling a need – whether now or down the road.