Your contact list is a highly valued item for an entrepreneur. The first step to being organized is to make sure that all of your contacts are in one place – or attached to one ‘account’. This step includes making sure that contacts, especially new contacts, aren’t being saved to your phone but rather that cloud based account.
Once you are organized, you can back up your contacts. If you are using Gmail, Hotmail/Outlook.com, or Apple Contacts, there should be a menu option that says ‘export’ or ‘export contacts’. Choose to export them in a CSV file.
Now that you’ve got the CSV file exported to a safe place (the cloud or as part of your online backup), it’s time to rename it. Most files come as contacts.csv which means nothing when you’re looking for a specific backup. Instead, rename the file with the date and ‘Contacts Backup’. Finally, make sure the file is included in your online backup. Depending on how often you add contacts to your list, backing them up doesn’t need to be more than a quarterly or twice a year task.
Having a CSV file of your contacts can come in handy when it’s time to import contacts to a new CRM, mailing service, or other software!
Need help organizing or backing up your contacts? Call me
and we’ll do it together!
So you have nine million browser tabs open on your computer. Some of them are for projects you’re in the middle of, other tabs are for articles you want to read, or information you need to grab to use later. I would bet some of your open tabs are active tabs – email, calendar, CRM – all of which are great to have open so you can easily check them. But is open tab practice really the best way to manage your information? What happens if your computer suddenly restarts? Windows users, you know what I am talking about! Or what if you accidentally close your browser? I’ve done that more often than I’d like and I bet you have too.
But how do you take care of all these open tabs? The first step is to figure out what you are using the open tabs for. Is this your version of a to-do list? A visual reminder of what you want to work on? Are you unsure where to put the information so you can reference it later? Do you just not have time to read those articles you’ve opened? There are better options for all of these issues!
Online file storage services.
What are you using them for? Long term storage? Another place to store your photos? A backup site?
Did you know that these services are designed to “store all your files online and keep them synced across your devices (G Drive)” These online file storage services allow you to to access your files when you need them, regardless of where you are or what device you are using. In addition, these services allow you to easily share files with collaborators. (They are not designed as online backup! There are better programs for that.)
I currently use all three services. I use Dropbox to store my active business files because this lets me get to the same information regardless of using my Mac or my PC. G Drive is used to share files and collaborate with my professional organization. One Drive is used with a specific client to share important files.
Regardless of which file storage/sharing program you use, I recommend keeping one type of business all in one area – don’t let your business work spread over three different services. This type of organization will let you find what you need quicker and reduce the amount of duplication.
Questions? Are you ready to learn more about online file storage? Contact us or schedule a session
To read or not to read
Is your online to-do reading pile growing? Are you using your browser bookmarks to keep track of all those articles? There is a better way! Check out the following apps –
RSS Readers – collate all your articles in one area so you can quickly check them and see what you want to read – either now or later. Feedly is an example
– a great option for ‘read it later’ articles. Great aspect of Pocket is that you can read articles when you are ‘off line’, which makes it perfect for long airplane or car rides. Get your copy of Pocket
at their website!
Evernote – another option for storing articles until you are ready for them. There is an option for taking the articles offline as well.
If you’ve got a lot of articles saved to ‘read later’, maybe take some time to review that reading list and see which ones you still want to make time to read, and which you can just delete.
Need help organizing your reference articles? Contact Ilios and we can get you started!
Getting Things Done is a popular productivity system by David Allen that emphasizes getting organized and staying productive through time management. The focus of the GTD methodology is 5 steps you can use to be more creative, strategic and focused.
Ready for take off?
We’ve all seen those people doing the last minute check of their cell phone before the flight attendant comes around and tells you to shut off your phones. It used to be that we were told that signals from our phones would interfere with the plane’s functioning, but now they offer wi-fi on flights so what has changed?