- Folders: High-Level Categories
- Suggested Folders:
- Projects: Organize Key Marketing Focus Areas
- Suggested Projects:
- Sections: Structure your Workflows
- Suggested Sections:
- Tags: Add Context and Prioritization
- Suggested Tags:
- Best Practices
For marketing professionals juggling campaigns, content creation, and marketing strategy, Akiflow’s Folders, Projects, Sections, and Tags provide a robust framework to stay organized, meet deadlines, and maintain clarity across initiatives.
Here’s how you can structure your workflow for maximum productivity:
Folders: High-Level Categories
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
- Strategy: High-level initiatives, roadmaps, and brainstorming tasks
- Campaigns: Organize projects related to product launches, seasonal promotions, or targeted campaigns
- Content: Manage all content-related initiatives, including blogs, videos, and creative assets
Projects: Organize Key Marketing Focus Areas
Within each folder, use Projects to focus on specific initiatives or goals. 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”
- Strategy Folder:
- Projects: "Quarterly Marketing Plan,” “Competitor Analysis”
- Campaigns Folder:
- Projects: "Summer Sale Campaign," "Holiday Email Push"
- Content Folder:
- Projects: "Blog Editorial Calendar," "Video Content", “Social Media”
Sections: Structure your Workflows
Break Projects into phases, stages, categories, or workflows using Sections. These help you focus on what’s most relevant within a Project.
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
- Holiday Email Push Project:
- Sections:
- Planning
- Creative Assets
- Performance Review/Next Steps
- Blog Editorial Calendar Project:
- Sections:
- Ideas
- In Progress
- To Review
Depending on your preferences, you can also use Tags for these instead of Sections
Tags: Add Context and Prioritization
Tags provide a flexible layer of organization that can cut across projects and workflows.
You can add multiple tags to a single task for cross-referencing and clarity (i.e. a tasked tagged both as To Review and SEO). You can also filter asks by tags to quickly find related items.
Suggested Tags:
- Waiting For: Tasks pending external input, like feedback or approvals
- To Report: Items to share in team updates or stakeholder meetings
- To Review: Content or assets that need review before finalization
Best Practices
- Integrate and automate where possible: Sync Akiflow with project management tools like Asana or Trello to centralize your work
- Keep it simple: Use folders, projects, and sections to create structure but keep tags simple and consistent. For example, use the To Review tag to group approval tasks for a streamlined review process
- Review regularly: Use daily and weekly Rituals to revisit folders, projects, and tags and ensure that you stay aligned with your deadlines and goals
When planning your tasks, use Akiflow’s Task Deadline or Task priorities features on top of our suggestions above to ensure that you don’t miss follow-ups, stay on track and prioritize effectively.