Keeping your business organized is important. But if you aren’t printing out files or having things mailed to you, how can you organize all the stuff that comes with owning a virtual business? Here’s how to organize your business virtually.
Determine Your Project/Task Manager
This is essential for helping organize your business. You need a way to track all of the tasks and projects that come along with organizing a virtual business.
If you like viewing things in a Kanban format (i.e. ‘To Do’, ‘Doing’, ‘Done’), then Trello is the platform for you. Make individual cards for projects or tasks and watch as they move through your productivity funnel.
If you’d rather track projects in a list format, ClickUp is probably better for you. That being said, ClickUp does have a board view for the same tasks you are viewing as a list. So it kind of has the best of both worlds.
Determine Your Cloud Storage
Once you have all of your tasks and projects organized, you need a place to organize all of your files.
Google Drive is the most convenient option for cloud storage for most people. Their free plan allows for up to 15 GB, and their next tier up is 100 GB for just $1.99 per month. It’s affordable and easy to use and organize.
If you have Apple products, iCloud might be a better option for you. It’s easy to drag and drop all your files into iCloud right from your finder. iCloud comes with 5GB free, and its next tier up is 50GB for just $0.99 per month.
Dropbox is another cloud storage option, but I do have a cautionary tale for you. If you plan on sharing things from your Dropbox, the person receiving the file has to have room in their Dropbox account to ‘add it in’ in order to access or download anything. Dropbox only has 2GB of storage on its free plan, and for 2 TB you pay $9.99 per month.
Analyze Your Needs
Once you have your files organized and tasks organized, you may find that you need a couple other solutions to fully organize your business. Do you need bookkeeping help? Use Quickbooks or Freshbooks. Do you need a more robust calendar? Try Google Calendar or Apple calendar for two free options.
Take a look at what your business needs and research the best solutions for you. Your business needs to be organized the way that works best for you.