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Poll: I classify the assignments in my work folder by
Thread poster: ProZ.com Staff
ProZ.com Staff
Local time: 02:16
SITE STAFF
Feb 26, 2016

This forum topic is for the discussion of the poll question "I classify the assignments in my work folder by".

This poll was originally submitted by Mariam Osmann. View the poll results »



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Julian Holmes  Identity Verified
Japan
Local time: 19:16
Member (2011)
Japanese to English
Other Feb 26, 2016

A combination of the above

Customer - PM - delivery date

I'm just soooo organized

I added the following:
After reading some of comments below, I thought I ought to add that this is how I name folders for each project. So, any typical folder might be named as follows:

ABC - Scarlett Johansson - February 31

Just wishful thinking....

[Edited at 2016-02-26 13:20 GMT]

[Edited at 2016-02-27 02:41 GMT]


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Marjolein Snippe  Identity Verified
Netherlands
Local time: 11:16
Member (2012)
English to Dutch
+ ...
Client Feb 26, 2016

Client, sub-classified by deadline. On a separate piece of paper, I write jobs down by deadline and tick them off when done.

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Susana E. Cano Méndez  Identity Verified
Spain
Local time: 11:16
Member
French to Spanish
+ ...
Years / clients Feb 26, 2016

Hello, I classify them by year and then by client.
Greetings.


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bohy  Identity Verified
France
Local time: 11:16
English to French
+ ...
Client, then project number Feb 26, 2016

And I archive big clients by year.
Surprisingly, I've had a few clients who were unable to assign a project number! Then I have to use the date...


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Michael Harris  Identity Verified
Germany
Local time: 11:16
Member (2006)
German to English
to the next level: Feb 26, 2016

Julian Holmes wrote:

A combination of the above

Customer - PM - delivery date

I'm just soooo organized


Customer - customers customer - month with year - date with PO number

since I started


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Teresa Borges
Portugal
Local time: 10:16
Member (2007)
English to Portuguese
+ ...
Other (a combination) Feb 26, 2016

My work folders are structured by customer – product – year. On a separate table, I write jobs down by date, client, job reference, language pair, deadline, invoice number and tick them off with a red pen when done and with a green pen when invoiced.

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Muriel Vasconcellos  Identity Verified
United States
Local time: 02:16
Member (2003)
Spanish to English
+ ...
Date they arrive Feb 26, 2016

I keep a spreadsheet and number each job as it comes in. Then there are columns for:

Client's name
Title or number of job
Date received
Due date (in red, which becomes black when the job is delivered)
Source language
Type of service
No. of words
Rate
Payment amount
Date billed
Amount received
Date paid
Notes

I update it every time the information changes. The holes where information is missing become very obvious.

I can sort for any of these parameters if I want to.


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Diana Coada  Identity Verified
United Kingdom
Local time: 10:16
Portuguese to English
+ ...
Year > Client Feb 26, 2016

Susana E. Cano Méndez wrote:
Hello, I classify them by year and then by client.


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Christine Andersen  Identity Verified
Denmark
Local time: 11:16
Member (2003)
Danish to English
+ ...
Other Feb 26, 2016

Open = not invoiced yet, and Finished, by year. Keep It Simple, Stupid is the only principle I can cope with

I have ongoing jobs where I can find them and see them until they are invoiced.
Then I move them to the current year's 'Finished' folder.

I name each job folder carefully, so that I can recognise what it is, and then they sort themselves automatically in the year's folder.

That means I open the year's folder, (or last year's or whenever in the archive), and I can quickly scroll down to each client (agency). Their jobs are grouped by date and/or end-client. If I know what I am looking for, I can find it in seconds.

Far more importantly, I make sure I can keep track of my TMs for different clients and categories. I rarely go back to the original jobs, but I use the TMs over and over again.


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EvaVer  Identity Verified
Local time: 11:16
Member (2012)
Czech to English
+ ...
Client and topic/department/final client for large clients/agencies Feb 26, 2016

For those who said year/client: do you mean you keep all your work indefinitely in your computer? How big is the capacity of your computer? I transfer it to an external drive at the end of each year. And it's year/client there, OK.

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Yetta J Bogarde  Identity Verified
Denmark
Local time: 11:16
Member (2012)
English to Danish
+ ...
Client / Feb 26, 2016

then year / month / PO date-PM

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Chie. I  Identity Verified
Japan
Local time: 19:16
Partial member (2013)
English to Japanese
+ ...
Supposedly Feb 26, 2016

Year-Month-Agency-EndClient-Project (by date). This would work for me in finding the right files but I believe there is room for improvement when it comes to the number of clicks needed. Also I might need other document for invoice list (luckily most are automated by agency, though).

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John Cutler  Identity Verified
Spain
Local time: 11:16
Spanish to English
+ ...
In this order... Feb 26, 2016

Year>Client>Month>Project

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Vera Schoen  Identity Verified
Sweden
Local time: 11:16
Member (2008)
German to Swedish
+ ...
Other Feb 26, 2016

Client -> Year -> delivery date_PM

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