- Folders: Organize at the Macro Level
- Suggested Folders:
- Projects: Segment Your Workflow
- Suggested Projects:
- Sections: Add Structure to Projects
- Suggested Sections:
- Tags: Add Context and Flexibility
- Suggested Tags:
- Best Practices
For freelancers managing multiple clients, projects, and personal tasks simultaneously, requiring clear organization is important to stay on track.
Akiflow’s Folders, Projects, Sections, and Tags provide the flexibility needed to balance client work and personal life while ensuring nothing slips through the cracks. Here’s how you can use these features effectively:
Folders: Organize at the Macro Level
Think of Folders as the primary areas of your work and life. They help you group related projects for a high-level view of your responsibilities.
Folders are expandable or collapsible giving you a streamlined view of your Akiflow sidebar.
Suggested Folders:
- Personal: Life outside of work to ensure balance and self-care
- Clients: Dedicated space to track client-specific projects
- Admin: Internal business tasks like invoicing, taxes, and contracts
Projects: Segment Your Workflow
Within each folder, use Projects to segment your workflow, or to focus on specific clients or initiatives. Projects ensure that the tasks involved in the different areas of your life remain actionable and progress is trackable.
Assign tasks to specific projects for clear segmentation. Projects can be color-coded and can have different emojis for visual organization.
Suggested Projects:
- Personal Folder:
- Projects: “Hobbies”, “Health & Wellness”, “Financial Planning”
- Clients Folder:
- Projects: “Client A”, “Client B”
- Admin Folder:
- Projects: “Invoicing”, “Contract Management”, “Tools & Subscriptions”
Sections: Add Structure to Projects
Break each project into phases, deliverables, or workflows using Sections.
Sections can help declutter your task list, making it easier to focus on specific stages or categories within your Project. They are also useful for workflows like Kanban or when breaking down projects into steps.
Suggested Sections:
- Health & Wellness Project:
- Sections:
- Exercise Plans
- Meditation Sessions
- Meal Prep
- Client A Project:
- Sections:
- Research
- Design Iteration
- Content Creation
- Contract Management Project:
- Sections:
- To Review
- Expiring Contracts
- Renewals
Tags: Add Context and Flexibility
Tags allow you to add context and manage tasks across projects and folders.
You can add multiple tags to a single task for cross-referencing and clarity (i.e. a tasked tagged both as Follow Up and Client A). You can also filter asks by tags to quickly find related items.
Suggested Tags:
- To Buy: Supplies or tools needed for work or personal projects
- Waiting For: Tasks that rely on client feedback or external dependencies
- In Approval: Submitted work awaiting client review
- Follow Up: Items requiring a nudge or reminder
Best Practices
- Integrate and automate where possible: Sync Akiflow with platforms like Asana or Trello to streamline task and project management across clients
- Keep it simple: Use folders, projects, and sections to create structure but keep tags simple and consistent
- Review regularly: Use daily and weekly Rituals to revisit folders, projects, and tags and ensure that you stay aligned with your priorities (or to track and continue building your portfolio)
When planning your tasks, use Akiflow’s Task Deadline or Task priorities features on top of our suggestions above to ensure that you never miss follow-ups, stay organized and prioritize effectively.