Adding a color code to your tagging system can make it even easier to find what you’re looking for. So, for example, avoid tags such as “second quarter 2021 tax reports.” Instead set up your tag system as “ 2021 taxes” > “tax reports” > “second quarter”. Longer tag names will get too granular and specific, and ultimately may not help you find the broad categories you’re looking for. It’s best to use two words or less for each tag you set up. But there’s nothing worse than a colleague grabbing your draft version and taking it to a meeting – instead of the version that you’d got approved by the higher ups.Īdding adjectives such as “working,” “final,” or “do not use” can help avoid these issues, as well as help you stay on top of your priority items. When you’re working as part of a team, there are often multiple versions of a document floating around, in various stages of completion. Add file status as part of your tagging system ![]() Deciding and maintaining a consistent naming system will make it easier to find what you’re looking for later. tax vs taxes) or how you want dates to appear. ![]() Create a consistent naming systemĪs you’re setting up your tag categories, make sure you create a consistent naming system for your tags and ensure this remains consistent across the company.įor example, decide if you want to use the plural or singular for your tags (e.g. These tags should remain as static as possible to be used company-wide, otherwise your organization system will break down. You’ll set up folders to act as your tags, with the subcategories nestling as subfolders inside the top level categories. finance may include reports, tax info, reconciliation, etc. Then within each category, you’ll have subcategories, e.g. For example, you’ll likely have some broad categories at the top level, e.g. Your first step is to think about the “order of operations” for your tags. Here are seven tips to organize your Google Drive using tags. Now, let’s look at some best practices for tagging content. When you want to search for a certain type of document, you can simply use Google Drive’s powerful search function to pull up all the documents you’ve tagged. In the example above, you can see that we’ve added two tags to the metadata description of the file, using hashtags and separating them by a comma. Within this panel, you can enter your metadata tags into the “Add a description” field. Click the small “i” symbol in the top left of your main Google toolbar, then click on any file or folder to bring up its metadata. You can find and edit the metadata for any Google Drive file or folder by opening up the information panel. Google Drive metadata tags are a way for Google to look at information about your files and folders and it offers another way to think about tagging your data within Google Drive. But also the potential for chaos.Īt the heart of tagging is metadata. Google Drive therefore has more flexibility and speed than other digital storage solutions. While you may picture a strict file hierarchy, with folders nesting inside one another, Google actually functions more like a database. Why would you want to use tags? Well, it can help you understand how Google Drive works. You can think about a tag as a keyword that you attach to a specific file or folder within your Google Drive. We’re here to share an often overlooked Google Drive feature that can help make it easier to find your company’s files and decrease digital clutter: Google Drive Tags. The question becomes: How do you avoid Google Drive chaos? While the days of long banks of filing cabinets housing an organization’s documents may be long gone, you probably don’t want a team of admins spending days on end keeping your digital files organized. It’s easy to share and collaborate, and as with any cloud-based storage system, the risk of hardware failure is, well, non-existent. Google Drive is now the most popular cloud storage option, and it’s clear why. ![]() Companies – from small to large – now live online and for many people that means getting cozy with Google Drive. Everything is online, shareable and fully paperless. Gone are the days of analog file organization. The pandemic has shifted how we stay organized.
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