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Poll: I classify the assignments in my work folder by Thread poster: ProZ.com Staff
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This forum topic is for the discussion of the poll question "I classify the assignments in my work folder by".
This poll was originally submitted by Mariam Osmann. View the poll results »
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Marjolein Snippe 
Netherlands
Local time: 12:16
Member (2012)
English to Dutch
+ ...
Client, sub-classified by deadline. On a separate piece of paper, I write jobs down by deadline and tick them off when done.
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| Years / clients | Feb 26, 2016 |
Hello, I classify them by year and then by client.
Greetings.
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Anne Bohy
France
Local time: 12:16
English to French
| Client, then project number | Feb 26, 2016 |
And I archive big clients by year.
Surprisingly, I've had a few clients who were unable to assign a project number! Then I have to use the date...
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Michael Harris
Germany
Local time: 12:16
Member (2006)
German to English
| to the next level: | Feb 26, 2016 |
Julian Holmes wrote:
A combination of the above
Customer - PM - delivery date
I'm just soooo organized 
Customer - customers customer - month with year - date with PO number
since I started
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| Other (a combination) | Feb 26, 2016 |
My work folders are structured by customer – product – year. On a separate table, I write jobs down by date, client, job reference, language pair, deadline, invoice number and tick them off with a red pen when done and with a green pen when invoiced.
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| Date they arrive | Feb 26, 2016 |
I keep a spreadsheet and number each job as it comes in. Then there are columns for:
Client's name
Title or number of job
Date received
Due date (in red, which becomes black when the job is delivered)
Source language
Type of service
No. of words
Rate
Payment amount
Date billed
Amount received
Date paid
Notes
I update it every time the information changes. The holes where information is missing becom... See more I keep a spreadsheet and number each job as it comes in. Then there are columns for:
Client's name
Title or number of job
Date received
Due date (in red, which becomes black when the job is delivered)
Source language
Type of service
No. of words
Rate
Payment amount
Date billed
Amount received
Date paid
Notes
I update it every time the information changes. The holes where information is missing become very obvious.
I can sort for any of these parameters if I want to. ▲ Collapse
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Diana Coada (X)
United Kingdom
Local time: 11:16
Portuguese to English
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| Year > Client | Feb 26, 2016 |
Susana E. Cano Méndez wrote:
Hello, I classify them by year and then by client.
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Open = not invoiced yet, and Finished, by year. Keep It Simple, Stupid is the only principle I can cope with 
I have ongoing jobs where I can find them and see them until they are invoiced.
Then I move them to the current year's 'Finished' folder.
I name each job folder carefully, so that I can recognise what it is, and then they sort themselves automatically in the year's folder.
That m... See more Open = not invoiced yet, and Finished, by year. Keep It Simple, Stupid is the only principle I can cope with
I have ongoing jobs where I can find them and see them until they are invoiced.
Then I move them to the current year's 'Finished' folder.
I name each job folder carefully, so that I can recognise what it is, and then they sort themselves automatically in the year's folder.
That means I open the year's folder, (or last year's or whenever in the archive), and I can quickly scroll down to each client (agency). Their jobs are grouped by date and/or end-client. If I know what I am looking for, I can find it in seconds.
Far more importantly, I make sure I can keep track of my TMs for different clients and categories. I rarely go back to the original jobs, but I use the TMs over and over again. ▲ Collapse
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EvaVer (X)
Local time: 12:16
Czech to French
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| Client and topic/department/final client for large clients/agencies | Feb 26, 2016 |
For those who said year/client: do you mean you keep all your work indefinitely in your computer? How big is the capacity of your computer? I transfer it to an external drive at the end of each year. And it's year/client there, OK.
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then year / month / PO date-PM
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Chié_JP
Japan
Local time: 20:16
Member (2013)
English to Japanese
+ ...
Year-Month-Agency-EndClient-Project (by date). This would work for me in finding the right files but I believe there is room for improvement when it comes to the number of clicks needed. Also I might need other document for invoice list (luckily most are automated by agency, though).
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John Cutler
Spain
Local time: 12:16
Spanish to English
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| In this order... | Feb 26, 2016 |
Year>Client>Month>Project
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Vera Schoen
Sweden
Local time: 12:16
Member (2008)
German to Swedish
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Client -> Year -> delivery date_PM
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