Staying Organized?!

Project folders: Throw up a folder or hard drive that every computer can access through your network and organize each project into one niche/campaign folder
  1. Setup sub-folders for creatives, landers, spreadsheets for traffic sources (and daily earn/spend spreadhseets on each source), spreadsheets for keywords (reports as well if needed), and future sources so I can identify a variable to each which I can use when tracking
  2. Server organization: If you own the servers and they have WHM/cPanel you can setup reseller accounts to manage multiple domains and group them into project/campaign categories.. not much you can do in terms of organizing websites on servers
  3. Notes: Keep documentation of everything that may be of importance and assign a note to a specific project/campaign. I use a notepad and setup simple txt files to remember things i need to do
  4. Password saving: Save all passwords using 1Password or something similar - when saving project/campaign specific passwords, save them with the variable or project name so you can remember later (this saved me a few times)
  5. Make sure you keep and record checks/wires incoming from networks and that it matches up to your spreadsheet numbers as you will forget about them and sometimes these networks make errors and don't pay.. it happens and can be costly.
  6. Time management: I usually just know intuitively how much I can handle over a period of a given day or week but if you can't seem to get used to doing that (it's crazy yes I know) and want something more structured you could setup tasks in to several categories (amongst each of the projects): 2 days to finish, 7 days to finish, 1 month, future plans so you can prioritize tasks and accomplish goals faster..idk
Awesome tips, SgtRyan, as we do these exact same things ourselves. Right down to the notepad "to do" list. The moment any thought comes into your head of something you need to do that day, you need to instinctively type it down, and move on.

I sometimes multi-task 3-4 things at the same time, and if not for my spreadsheets I'd be screwed. I am a bit over the top in terms of documenting everything, but it pays itself back in spades when something comes up that requires it.

The shared folder is critical too. We spend too much time hunting around for common files/folders that we access all the time. Set up an MS-DOS shortcut on your desktop. Set up Dos-Here so you can right click any folder and instantly drop to a dos prompt.

Spreadsheets should have all network income in one color for each month, and as checks come in, you change the color so you know that payment has been received. This helps you track what hasnt arrived yet, etc. And of course have columns for when check was received, cashed, cleared if you want to be super anal.

My spreadsheet has about 20 tabs all of which are used daily. I get frustrated at times trying to find the right tab and I often find myself clicking the wrong tabs in a frenzy trying to find the right one. I probably waste a total of 5 mins per day doing this, I see no way around it. I have colored tabs, I label each tab so it says specifically what that spreadsheet is for, but sometimes your brain just goes into overload when you're multi-tasking.

I find the biggest issue IM's. Juggling conversations can be a real challenge when programming, or doing 2-3 projects at the same time. I used to adopt a mentality of "invisible until core work is done" but then you miss out on a lot of potential and important conversations that needed to be had. Some people will let IMs sit and blink on their taskbar for hours and just ignore it. Thats good discipline, and I wish I could be like that, but I often find it annoys me and I dont like to keep people waiting too long. Thats a character and work flaw I fail at.

I'm not a password freak. I keep all pw's in a simple notepad file, an icon to it right on my taskbar. It's opened at least 5-10 times per day. If I had to type in a long encrypted pw ito access my pw's I'd go crazy.

Regarding the OPs issue with WordPress and autp updates, you just need an automated FTP script which you need to pre-program to do those menial tasks, tons of them out there. But do you really need to update each person when WP decides it has a new version?

One of the biggest time savers for us was using AdLinkr. It auto deploys links. What took our webmaster 3-4 hours per day to do (deploying hundreds of offers and links across multiple networks) now is done in 5 mins flat. THAT is pure productivity enhancement.

What you need to do is document yourself in a typical day and mentally makes notes of what tasks you are doing that are repetitive. There is always a solution out there that will shorten that.
 


I do a few things to stay organized while multi-tasking several campaigns or projects:


  1. Project folders: Throw up a folder or hard drive that every computer can access through your network and organize each project into one niche/campaign folder
  2. Setup sub-folders for creatives, landers, spreadsheets for traffic sources (and daily earn/spend spreadhseets on each source), spreadsheets for keywords (reports as well if needed), and future sources so I can identify a variable to each which I can use when tracking
  3. Server organization: If you own the servers and they have WHM/cPanel you can setup reseller accounts to manage multiple domains and group them into project/campaign categories.. not much you can do in terms of organizing websites on servers
  4. Notes: Keep documentation of everything that may be of importance and assign a note to a specific project/campaign. I use a notepad and setup simple txt files to remember things i need to do
  5. Password saving: Save all passwords using 1Password or something similar - when saving project/campaign specific passwords, save them with the variable or project name so you can remember later (this saved me a few times)
  6. Make sure you keep and record checks/wires incoming from networks and that it matches up to your spreadsheet numbers as you will forget about them and sometimes these networks make errors and don't pay.. it happens and can be costly.
  7. Time management: I usually just know intuitively how much I can handle over a period of a given day or week but if you can't seem to get used to doing that (it's crazy yes I know) and want something more structured you could setup tasks in to several categories (amongst each of the projects): 2 days to finish, 7 days to finish, 1 month, future plans so you can prioritize tasks and accomplish goals faster..idk
some people I know who are doing a lot of business online and aren't even validating that they are getting the payments they earned.. it's helpful to have the numbers

most makes sense!
BIG fucking +rep!
 
I like Google desktop I use the calendar to mark stuff I want to get done on a day and the notes to mark done whatever is useful at the time. Having it constantly visible in the sidebar helps to stay focused, I get distracted/cluttered easily.

The other stuff about spreadsheets/seperate folders is def a must too.

Einstein quote...
Everything should be made as simple as possible, but not simpler.
Don't give yourself another set of problems with a confusing set up.
 
Surprised no one has mentioned KeePass. My personal favorite password manager, open source, free, and available for all operating systems.

+1 iProcrastinate. I've gone through several task management/to do list programs and this is the first one that felt right to me. Can't wait til they get some synchronization ability between the mac program and iphone app.
 
KeePass is good...there's also a standalone version (KeePass Portable)

For to-do lists - check out Tadalist.com - brought to you by the people behind Basecamp
 
about 1password...

I use it on the Mac pro and together with DropBox it autoupdates itself to all other macs. Everytime you add or change a new password it is changed in all other PCs running dropbox.

There is even an Iphone app for 1password which updates itself through wifi.
 
My advice - Dont be jack of all trades and master of none. Stick to one thing and TRUST me you will earn 10 time mores money in that. I used to be like you - dabble in everything I can make money off - but really..it does not work that way !
 
I just wanted to throw this little gem out there, it's called Snippely. I would always use notepad and leave shit all over my desktop and other misc areas. Now you can use this little beast to store all that shit in one central location.

snippely - Project Hosting on Google Code

+rep for promoting Snippely. I don't have Air, and I own a Mac, so I use xPad, and it works similarly to how Snippely would work, but instead of working with "snippets", it works with separate documents neatly arranged on a sidebar. It's a great streamlined application, and it loads instantly, no matter how many processes are running simultaneously.

Oh, and I just added LastPass to my Firefox add-on arsenal. Already one of the best choices I've made with Firefox in a long time. Thanks for the tip on that one, guys.

 
1) Diverse revenue streams. I've got 20 different places accruing various amounts of money in relation to my sites. I've got things broken down into campaigns but it's still a disaster to figure out things like ROI or earnings on a site by site basis. I've got an iMacro script to open up and log into my various revenue streams.

I'd write (or get written) a little script that scrapes the values of your earnings from the multiple sources .. then you can calculate shit and display them however you want. hopefully most of them will allow you to download CSVs broken down by subid etc.. Pretty simple task for networks running dt or linktrust. If you need templates for those generic ones hit me up

5) Password management. It's a clusterfuck.

KeePassX
 
I'm still in the process of "perfecting" my system for workflow and organization. Main goals are to keep costs and expenses low. Here's what I've been using the past year for my business:

Evernote: Seriously, the best I've found for organization of everything. Web clippings, files, etc.. You set up "notebooks" then "tags" then "tags within tags". For example, for each of my projects/websites or clients projects - each gets assigned as a new notebook then whatever information is relevant to that project gets put in and tagged accordingly. I also have "general" and "personal" notebooks for whatever crap I find along my web journies. Never know when some piece of information you find may come in handy as a gem in the future.

Best thing about evernote is the ability to sync to multiple devices via their servers. I can get all my information from my desktop PC, laptop, crackberry, my windows mobile phone, or web-based. For personal information or just anything I don't want in the "cloud", I keep certain notebooks local only and do not sync them. Great program, made the switch from MS OneNote a long time ago and never looked back. And it's also free - but I highly recommend the upgrade to premium for I think $40 or $45 a year.


Freemind (Free) or Mindjet MindManager (a few hundred) - Mind mapping software. I use this for all my outlines of projects. The SEO process (my checklist of steps to do), website building, paid campaigns, etc.. A small learning curve but the features are heavy. Love the ability to add notes next to my checklist of steps and reorder things as necessary and the ability to export to different formats - comes in handy if I am doing consulting for a business who needs a step by step process of what to do for their online marketing project. Let me tell you, they love the colors and shapes and all that bullshit when I hand them the report - much nicer then a boring outline in MS Word. Also can assign out certain steps in the process to my outsourcers and mark things off as needed. Many more features I use though, check out the manual on their sites. Evernote comes in handy for this software or any other outliner/mind-mapping software - I check whatever crap I collected into evernote during the week and see if it can be relevant to any of my current project outlines. If it's useful it gets added to the process.

For seeing where I am wasting time I use RescueTime (free version for now). Tracks your web usage down to individual sites along with tracking whatever software you use. You can then rate each thing based on productivity and it gives you an efficiency score.

I'm still in the process of choosing an actual time management program/invoicing tool along with an online bookeeping service. Got a list in Evernote though for future research.

And of course everything needs to be backed up. Onsite I just use a regular USB drive. For offsite, I use Dropbox (free up to 2 gigs) that is encrypted with Truecrypt. That's for small stuff that I need to sync between computers. For daily backups I use a combination of carbonite and amazon/jungle disk. Still in the process of deciding which online backup service I like the best.

For passwords, I currently use Roboform that is synced into a truecrypt dropbox - for access among all my computers. But may be looking into Keepass in the future.

And what it really comes down to: the 80/20 rule applies. Never really thought about it until I actually took a hard look at all my stats. I came across a lot of things that were wasting my time or not performing to the potential I wanted based on the return I was getting.
 
+1 for Evernote. I've used it pretty consistently for over a year now. Everyone uses it for different stuff. I find it helps me organize projects. I can copy and paste stuff off websites, snip pages off sites, or add my own notes to kind of make a collage of ideas. Also works well as a reference tool. I use it for organizing bits of code as well.