What do you think is the ideal folder structure or page structure for your team or for your tool? It’s very unique, depending on the type of business that you run, the size of your team, and what your priorities are. For some departments or businesses that have different regions, they’re trying to maintain proper governance, and that means having a structured folder structure or structured page structure across all regions. With custom tools, we know that what we’re setting up is going to apply to everyone. With more traditional tools, you have workspaces or spaces that might serve different regions. You want them to look the same, and you want people to approach them in the same manner. Of course, everyone in different regions might not work the same way, but you want to establish some sort of uniformity or some sort of flow that everyone follows.
If you’re mainly working with operational tools, there are some things you want to see at the forefront of your workspace. There are some things you want to see in your project management tools, and some things you want to see in your work management tools. The things that are priorities are the things that, when you open your tool, you want to tackle immediately. If you have to struggle to find them, they might slip your mind, or it just becomes an inconvenience. You need the proper folder structure. Do you want to see clients first? Do you want to see current projects? Do you want to see pending tasks? Do you want to see timesheets? What are you trying to accomplish? If you’re setting up a more traditional tool, you want to configure it in a way that fits the team you’re in and the company you’re working with, while also considering the team size, the flexibility that’s required, and what needs to be accomplished daily, every week, or long term. What needs to be tracked at the end of the month? You want these important details to be entered early in the day. You don’t want them to become an afterthought. So the folder structure should follow all of this.
I cannot tell you that if you’re working in marketing, you should have this exact setup. No. You’re looking at what you want to achieve. You’re looking at what you want to see when you log in. Do you need to see certain dashboards first? What do you want to do first? What is the first thing that your team members do when they log in? What is the first thing that you want them to do? All of this creates a curated experience for them. Whoever is working in marketing should be able to see what they need to see. It’s not that every other area is hidden, but we make certain things a priority for certain people or certain departments. This can be done in certain traditional tools, and it can also be done in certain custom tools. You just need to decide where your priorities are, what you’ll be more comfortable with budget-wise and team-wise, and then work on creating that experience.