There are two types of shared files we generally use at work:
- Files needed all the time (reports, logos, sales decks, etc.)
- Temporarily priority files only needed for a short period of time (project related files, time-based files like monthly plans, client proposals, research, blog post drafts, etc.)
You'll want temporary files in front of you while they're a priority. You'll want them out of sight after you're done with them, otherwise they'll clutter your Google Drive.
We created a new projects tab for this reason. The projects tab makes it easy to access files while they're a priority while keeping the rest of your categories clean and organized.
Now you can easily find and collaborate on projects, and move on just as easily when the project is done.
How it works
Projects work just like categories but sit on a separate tab.
- Click on the Projects tab and create a project
- Add your sections - could be stage 1, stage 2, etc. or research, proposal, etc.
- Add your files & links
- Give colleagues, partners or clients access to the section using the share icon:
If you decide that this project needs to become permanent, you can convert the project to a category by clicking on the convert to category button.
Any user can create a project and invite collaborators. Note that only account Admins can convert projects to categories.
If you're done with the project and don't need it anymore, simply delete. Don't worry, Neatly never deletes the files from your Google Drive.
Here are a few ideas for using projects:
Projects and tasks with little chance of being permanent:
- Notes, brainstorms
- Blog post drafts
- One-off reports
- Job posting drafts
- Drafts for eBooks, guides and PDFs
- Files needed for product launches or PR campaigns
- Website upgrades or redesign - research, ideas, copy, image files
- Lists for sales, marketing, etc.
Projects that can become permanent categories:
- Marketing campaign assets
- Client proposals
- Customer research and feedback