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Serve your art, not your tools: Tips for a leaner, faster creative process

This three-part series of posts and the subsequent Cooper PUB talk on October 25th are meant to get designers thinking about new approaches to their everyday workflow. The PUB is sold out, but we invite remote participation through Branch on the same evening. To be invited to Branch, add your name to the waitlist here and we’ll send you an invitation.

Part 1: Creativity Boosters
Part 2: Don’t Photoshop ‘til you drop

Part 3 of 3: Start with a solid foundation

When you’re designing in the digital domain, you’re working with files. Lots and lots and lots of files. You probably don’t give much thought to your Finder, but for most designers, it’s the interface that you spend a great deal of your time using. Streamlining your workflow around finding and managing files will save you a ton of time and frustration. 

Apps to supercharge your Finder

Building on last week’s celebration of targeted, lightweight apps that make a designer’s life easier, here are some apps that help me get the most out of my Finder and streamline my file management workflow.

TotalFinder

Totalfinder is a very powerful tool that adds multiple tabs to your finder window. This seems like a minor addition but the ability to stack Finder windows into tabs is big time saver. 

Img totalfinder

Dropbox as a version control system

I use Dropbox to quickly add a version control system to my workflow. By working out of my Dropbox folder I take advantage of Dropbox's snapshot feature. Every time I save a file within my dropbox folder, a snapshot of that file is automatically created and uploaded to the Dropbox cloud. This in effect is a simple and robust version control system that will store snapshots of my files for 30 days. This allows me to rollback to any file I’ve stored within Dropbox to a previous version.

Img dropbox versioncontrol

Techniques for getting the most out of Finder

Over the years, I’ve developed (or borrowed) a number of habits that help me get the most out of my Finder and streamline my file management workflow.

Adding applications to your Finder toolbar
A simple and quick way to extend your Finder and increase productivity in your workflow is to drag and drop your most used desktop applications to your Finder toolbar. This then gives you quick access to your most common applications in the interface that you spend most of your time using.

Img zoomtoolbar

Tips on how to improve your folder structure

The simplest way to increase productivity is to create an easily understandable and manageable folder structure. The goal is to avoid having all your files scattered about all at the same level. The trick is to create a folder structure that is easily replicated from project to project.

After experimenting with several different file structures, I started organizing my files based on an all encompassing folder structure. I like to use folder names like archive, comps, design, docs, gallery and www for my various folder names. This gives me and team members a clear understanding of what type of documents to expect in each folder. Recently I started adding a numbering system to my folder structure for quicker sorting and scanning purposes.

Folderstructure clean

Designing effective naming conventions 

Most designers have their own way of naming files that at times can be indecipherable. In my experience, the best naming conventions are simple, easy to understand, and can be replicated across many different projects. I designed my naming convention so that it’s easily read and understood by someone who sees my file structure for the first time. 

Filename

I prefer this naming convention because it’s clear at a glance and easy to search against. 

Folderstructure naming search

Why I don’t use dates in filenames 

I generally don’t include the date in my filenames, as I’m not sure how much value dates in the file name really adds. I prefer to use a versioning system in my filenames. Version numbers require less characters and are not nearly as overwhelming as long numerical dates. If your filename is only made up of dates and project numbers, it becomes hard for humans to understand or search against.

Namingconventions

When it comes to finding “the right tool for the right job,” what are some of your favorites? Share your thought in the comments or on the Cooper PUB Facebook Page. And, don’t forget to add your name to the waitlist if you’d like to be part of the Cooper PUB Branch conversation on October 25th. 

If you enjoyed this post, check out the rest from the series:
Part 1: Creativity Boosters
Part 2: Don’t Photoshop ‘til you drop

5 Comments

Guy Burns
Solid advice. Thanks! I'm gratified to see somebody else take folder and file naming seriously. Too few people do, and it makes it a nightmare any time you have to share work with others. Two tidbits from my own experience I'd like to share... 1. In an agency environment, I use "v01a" for versioning. The number represents versions based on client presentation and feedback, and the letter represent internal versions. This way I can go through my archive and know precisely how many revisions I've made internally as well as how many were the direct result of client feedback. That also keeps it simply for the client where they only see sequential numbering without any skipped numbers, and they can usually ignore the letter. 2. I also prefer to avoid using dates in my filenames for the most part, but when it becomes necessary when working with a team, I always like to encourage folks to use YYYYMMDD as it will always sort in chronological order in the Finder.
Nate
I agree with your design artifact file naming convention. I'll just say, there's one place I like dates in file names: when the file itself memorializes an event. For example, I create a lot of slide decks for meetings and check-ins with clients. Since these decks never get versioned -- there is only ever one of them, not iterated -- it's really helpful to be able to see (and sort by) the dates the presentations were given, e.g. "09212012_visual_design_checkin.pptx". At the end of the project, I then have a set of check-in artifacts arranged by the point in the project they appeared.
Nate
Or, as Guy Burns points out above, better to use YYYYMMDD.
Terry
After experimenting with several different file structures, I started organizing my files based on an all encompassing folder structure. I like to use folder names like archive, comps, design, docs, gallery and www for my various folder names. This gives me and team members a clear understanding of what type of documents to expect in each folder. Recently I started adding a numbering system to my folder structure for quicker sorting and scanning purposes.
bop da
This gives me and team members a clear understanding of what type of documents to expect in each folder. Recently I started adding a numbering system to my folder structure for quicker sorting and scanning purposes.

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