Project templates in DEVONthink
I keep project information in DEVONthink, organized like so…
Lately I’ve been adding Labels to indicate status (“In Progress”, “Inactive”) and collecting them into one folder using DEVONthink’s “Smart Groups”. One problem with this is that a project folder named “Website Redesign” doesn’t tell me who the client is when viewed out of context, so I started naming project folders things like “ClientB: Project Two”. Also, the “Tasks.taskpaper” document, opened in TaskPaper, doesn’t show the client name either, so I rename the file to something like “Project Two Tasks.taskpaper”
Of course all that extra typing is exhausting! :)
Long story short, I thought I’d try automating the process a bit.
DEVONthink has a pretty fancy templating system, so I modified the existing “Project” template based on this tip from Jim Neumann. The template contents look like this:
Now, when I want to create a new project, I select the client folder, choose “Data->New from template->Client Project”. I’m prompted for a project name, and the project hierarchy is created for me. The project folder and Taskpaper document are automatically named the way I want them, e.g. “ClientB: Project Three”
I didn’t do this just because I’m lazy (which I am), but it also helps enforce consistency, which I struggle with.