admin

Administrative

Note

Store administrative files here. This includes files that are used to manage the client and projects.

Typical administrative files include client agendas and meeting notes, project timelines, project plans, emails, project support, notes, legal contracts, and other administrative files.

Contents

optional files:

• contacts.csv: A CSV file containing client and project contacts, preferably in Google Contacts format.
• links.csv: A CSV file containing client and project links for reference.

included, but optional subdirectories:

• agendas: Client Agendas and Meeting Notes
• emails: Project Emails
• financial: Financials such as Invoices, Budgets, Receipts, Quotes, Estimates, etc.
• legal: Legal Contracts, Agreements, Proposals, Documentation, etc.
• notes: Project Notes

some optional (not included in the template) subdirectories:

• support: Project Support Files
• plans: Project Plans
• timelines: Project Timelines